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!
3:22 Has AWS Proven the Commoditization of the CPU with Graviton4?
12:57 HPE’s Intention to Acquire Juniper Networks
22:59 AI and Quantum (No Li-ion)
26:30 Nutanix and Intel Want Your Business-Critical Apps
38:02 Cisco’s Intention to Acquire Isovalent
45:09 AI: Don’t Worry, Be Healthy
Has AWS Proven the Commoditization of the CPU with Graviton4?
RESEARCH NOTE: Does 2024 Mark the Beginning of the End for Merchant Silicon?
HPE’s Intention to Acquire Juniper Networks
https://twitter.com/MoorInsStrat/status/1744888379681231213?s=20
AI and Quantum (No Li-ion)
https://arxiv.org/abs/2401.04070
Nutanix and Intel Want Your Business-Critical Apps
https://www.youtube.com/watch?v=uanz4xN7mE4&t=0s
Cisco’s Intention to Acquire Isovalent
https://twitter.com/WillTownTech/status/1737947176586907854?s=20
AI: Don’t Worry, Be Healthy
https://blog.research.google/2023/12/2023-year-of-groundbreaking-advances-in.html
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.