Welcome to this week’s edition of “MI&S Datacenter Podcast” I’m Patrick Moorhead with Moor Insights & Strategy, and I am joined by co-hosts Matt, Will, and Paul. We analyze the week’s top datacenter and datacenter edge news. This week we cover Zscaler, AI, Broadcom, HPE, xAI, Dell and more!
Watch the video here:
Listen to the audio here:
3:03 Zscaler’s Strong Earnings Don’t Land With Bubble Bears
8:55 AI Can Read Your Tongue
15:23 Broadcom Goes Back To The Future With VCF 9
26:46 HPE Q3FY24 Earnings Are A Tale Of Two Portfolios
32:09 World’s Most Powerful AI Training System
36:36 Server Vendors Had A Banner Quarter
44:02 Getting To Know The Team
Zscaler’s Strong Earnings Don’t Land With Bubble Bears
https://x.com/WillTownTech/status/1831782382854357010
AI Can Read Your Tongue
HPE Q3FY24 Earnings Are A Tale Of Two Portfolios
https://x.com/WillTownTech/status/1831785559141835020
World’s Most Powerful AI Training System
https://x.com/elonmusk/status/1830650370336473253
Server Vendors Had A Banner Quarter
https://www.linkedin.com/feed/update/urn:li:activity:7235270767356100608/
Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.