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
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.