Ep15 MI&S Datacenter Podcast: AMD, Google & Microsoft, Intel, IBM, Vast Data, Subspace Correction

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!

2:50 AMD Launches the MI300 Series
11:13 Itty Bitty Models
14:29 Intel Keeps on Chugging with Emerald Rapids
24:57 AI’s Got Game
31:41 VAST Data Valuation Hits $9B
36:47 Subspace Correction for Constraints
40:33 Oracle Keeps Growing its Cloud Business

AMD Launches the MI300 Series

https://moorinsightsstrategy.com/research-notes/amd-launches-mi300-series-datacenter-accelerators/

Itty Bitty Models

https://store.google.com/intl/en/ideas/articles/pixel-feature-drop-december-2023/

https://www.microsoft.com/en-us/research/blog/phi-2-the-surprising-power-of-small-language-models/

Intel Keeps on Chugging with Emerald Rapids

https://www.forbes.com/sites/patrickmoorhead/2023/12/13/what-to-expect-at-intel-ai-event-a-discussion-with-ceo-pat-gelsinger/?sh=1b988f5d5401

AI’s Got Game

https://www.ibm.com/policy/why-we-must-protect-an-open-innovation-ecosystem-for-ai/

VAST Data Valuation Hits $9B

https://www.linkedin.com/feed/update/urn:li:activity:7138254033709891585/

Subspace Correction for Constraints

https://arxiv.org/pdf/2310.20191.pdf

Oracle Keeps Growing its Cloud Business

https://www.linkedin.com/feed/update/urn:li:activity:7140118293247381504/

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.

Patrick Moorhead
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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.

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.

Paul Smith-Goodson

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.