Ep.26 of the MI&S Datacenter Podcast: We’re talking Juniper, Oracle, IBM, HPE, AWS, AI

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. We talk compute, cloud, security, storage, networking, operations, data management, AI, and more!

6:46 Juniper Claims The First AIOps Enablement Of WAN Routing
11:29 Oracle Exadata Exascale Democratizes Enterprise Data Management
18:32 I Double Decrypt Dare You
25:20 HPE Helps Nice Brazil Unify Branch And Datacenter Connectivity
30:23 AWS Launches Graviton4 – Why This Is A Big Deal For Enterprise IT
37:19 Brains For Bots

Juniper Claims The First AIOps Enablement Of WAN Routing

https://investor.juniper.net/investor-relations/press-releases/press-release-details/2024/Juniper-Networks-Brings-Industrys-First-and-Only-AIOps-to-WAN-Routing-Delivering-AI-Native-Insight-for-Exceptional-Experiences/default.aspx

Oracle Exadata Exascale Democratizes Enterprise Data Management

https://siliconangle.com/2024/07/11/oracle-offers-shared-exadata-service-dramatically-lower-cost-full-instances/

I Double Decrypt Dare You

https://research.ibm.com/blog/quantum-safe-roadmap

HPE Helps Nice Brazil Unify Branch And Datacenter Connectivity

https://www.hpe.com/us/en/newsroom/press-release/2024/07/nice-brazils-manufacturing-facility-optimizes-production-with-hpe-aruba-networking-to-deploy-iot-enabled-industrial-network.html

AWS Launches Graviton4 – Why This Is A Big Deal For Enterprise IT

https://aws.amazon.com/blogs/aws/aws-graviton4-based-amazon-ec2-r8g-instances-best-price-performance-in-amazon-ec2/

Brains For Bots

https://arxiv.org/html/2404.03325v1

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.

Paul Smith-Goodson
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Paul Smith-Goodson is the Moor Insights & Strategy Vice President and Principal Analyst for quantum computing and artificial intelligence.  His early interest in quantum began while working on a joint AT&T and Bell Labs project and, during 360 overviews of Murray Hill advanced projects, Peter Shor provided an overview of his ground-breaking research in quantum error correction. 

Matt Kimball

Matt Kimball is a Moor Insights & Strategy senior datacenter analyst covering servers and storage. Matt’s 25 plus years of real-world experience in high tech spans from hardware to software as a product manager, product marketer, engineer and enterprise IT practitioner.  This experience has led to a firm conviction that the success of an offering lies, of course, in a profitable, unique and targeted offering, but most importantly in the ability to position and communicate it effectively to the target audience.

Will Townsend

Will Townsend manages the networking and security practices for Moor Insights & Strategy focused on carrier infrastructure providers, carrier services, enterprise networking and security. He brings over 30 years of technology industry experience in a variety of product, marketing, channel, business development and sales roles to his advisory position.

Patrick Moorhead

Patrick founded the firm based on his real-world world technology experiences with the understanding of what he wasn’t getting from analysts and consultants. Ten years later, Patrick is ranked #1 among technology industry analysts in terms of “power” (ARInsights)  in “press citations” (Apollo Research). Moorhead is a contributor at Forbes and frequently appears on CNBC. He is a broad-based analyst covering a wide variety of topics including the cloud, enterprise SaaS, collaboration, client computing, and semiconductors. He has 30 years of experience including 15 years of executive experience at high tech companies (NCR, AT&T, Compaq, now HP, and AMD) leading strategy, product management, product marketing, and corporate marketing, including three industry board appointments.