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!
2:09 Has Fortinet Established Itself with Secure Networking?
7:48 Has Broadcom Built the Semiconductor Development Model of the Future?
14:51 You Can Make AI Dangerous
18:31 The InfiniBand vs Ethernet Cage Fight for AI Workloads
25:09 Nutanix and Cisco are Delivering the Cloud Experience of the Future – Today
33:14 Logical Qubit Breakthrough
Has Fortinet Established Itself with Secure Networking?
My big takeaway from @Fortinet #Accelerate24 is that the company is leaning into custom silicon, a unified fabric in FortiOS & a portfolio of hardware that functions as a swiss army knife to offer a host of capabilities – it's the true definition of a secure networking platform pic.twitter.com/SYItlSrJxG
— Will Townsend (@WillTownTech) April 4, 2024
Has Broadcom Built the Semiconductor Development Model of the Future?
You Can Make AI Dangerous
The InfiniBand vs Ethernet Cage Fight for AI Workloads
This is a great read @MoorInsStrat chief analyst @PatrickMoorhead was one of only a few industry analysts invited to @Broadcom #AI investor day & I weigh in on Ethernet vs @nvidia InfiniBand & more in his @ForbesTech contribution 🤓 https://t.co/9rabCOtDkc
— Will Townsend (@WillTownTech) April 2, 2024
Nutanix and Cisco are Delivering the Cloud Experience of the Future – Today
https://www.nutanix.com/solutions/ai
Logical Qubit Breakthrough
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.