Ep13 Datacenter Podcast -Microsoft, Oracle, Supercomputing 2023, Dell, Quantum Utility, Open AI, AWS

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!

2:14 Microsoft Jumps into the Silicon Game at Ignite
11:23 AI = Trillion Watt Hours
17:34 Oracle Hosts PostgreSQL. What?
21:11 Quantum Utility
24:40 Supercomputing 2023 Takeaways
38:21 Pssst. Hey, Want a Job?
42:10 Dell Tech Analyst Summit 2023 Recap
46:05 AWS AI Party Rock!

Microsoft Jumps into the Silicon Game at Ignite

https://www.linkedin.com/feed/update/urn:li:activity:7130677095503953921/

https://twitter.com/MattKimball_MIS/status/1724912009227931893

AI = Trillion Watt Hours

https://www.cell.com/joule/abstract/S2542-4351(23)00365-3

Oracle Hosts PostgreSQL. What?

https://www.linkedin.com/feed/update/urn:li:activity:7130546703182548992/

https://blogs.oracle.com/cloud-infrastructure/post/oci-database-postgres

Quantum Utility

https://research.ibm.com/blog/what-is-quantum-utlity

Supercomputing 2023 Takeaways

https://twitter.com/MattKimball_MIS/status/1724246586459394512

https://twitter.com/MoorInsStrat/status/1724426857251053916

Pssst. Hey, Want a Job?

https://www.theinformation.com/articles/openais-new-tack-in-talent-war-with-google-promising-recruits-a-quick-stock-bump

Dell Tech Analyst Summit 2023 Recap

https://twitter.com/MattKimball_MIS/status/1720104041093456281

AWS AI Party Rock!

https://aws.amazon.com/blogs/aws/build-ai-apps-with-partyrock-and-amazon-bedrock/

https://partyrock.aws/

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.