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!
4:13 Arm Announces Third Generation of Neoverse
11:51 A Photon-Ion Cocktail
16:41 Observability a Bright Spot in Cisco 2Q Earnings
22:42 Intel Foundry – Gelsinger Gets it Right
30:53 Google Does Gemma
33:55 Fortinet Posts Solid 4Q & EOY Growth
37:42 Quick Recap of NVIDIA 4Q Earnings – Holy Heck
42:32 AI Alliance’s Open AI Advocacy
Arm Announces Third Generation of Neoverse
https://www.linkedin.com/feed/update/urn:li:activity:7166188654426550273/
A Photon-Ion Cocktail
https://ionq.com/news/ionq-achieves-critical-first-step-towards-developing-future-quantum-networks
https://twitter.com/Moor_Quantum/status/1760763360511967357?s=20
Observability a Bright Spot in Cisco 2Q Earnings
https://twitter.com/MelodyBrue/status/1760457770636095581?s=20
Intel Foundry – Gelsinger Gets it Right
https://www.intel.com/content/www/us/en/newsroom/news/foundry-news-roadmaps-updates.html#gs.5ey5lf
Google Does Gemma
https://blog.google/technology/developers/gemma-open-models/
https://twitter.com/Moor_Quantum/status/1760734088955318332?s=20
Fortinet Posts Solid 4Q & EOY Growth
https://twitter.com/WillTownTech/status/1755276584733356254?s=20
Quick Recap of NVIDIA 4Q Earnings – Holy Heck
https://www.linkedin.com/feed/update/urn:li:activity:7166198592133586945/
AI Alliance’s Open AI Advocacy
https://www.forbes.com/sites/moorinsights/2024/02/16/the-ai-alliance-how-to-make-friends-and-influence-ai-policy/?sh=674409a87846
https://twitter.com/Moor_Quantum/status/1759956183807365405?s=20
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.