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!
2:26 Intel Doubles Down on Core Counts and AI at Innovation
9:03 Cisco and Splunk is Full of Potential
15:08 Hello AI, Goodbye Job
23:03 Oracle Had a Couple of Big Weeks
28:25 BlackBerry Separates IoT and Security Businesses
32:10 The Value of 3 Logical Qubits
37:00 Gigamon Delivers a Sixth Sense With Precryption
40:34 Does AI Know When It Hallucinates?
Intel Doubles Down on Core Counts and AI at Innovation
https://www.forbes.com/sites/moorinsights/2023/09/25/intel-innovation-2023-really-was-about-innovating/?sh=3f87c94934e2
Cisco and Splunk is Full of Potential
https://www.forbes.com/sites/moorinsights/2023/09/28/double-clicking-on-cisco-and-splunk/?sh=6c58232a1424
https://www.forbes.com/sites/moorinsights/2023/09/25/cisco-triples-down-on-observability-with-splunk-acquisition/?sh=3a8858364280
Hello AI, Goodbye Job
https://www.gspublishing.com/content/research/en/reports/2023/03/27/d64e052b-0f6e-45d7-967b-d7be35fabd16.html
https://www.goldmansachs.com/intelligence/pages/generative-ai-could-raise-global-gdp-by-7-percent.html
Oracle Had a Couple of Big Weeks
https://www.forbes.com/sites/moorinsights/2023/09/26/oracles-transformation-is-clicking-cloudworld-recap/?sh=17c68e547212
BlackBerry Separates IoT and Security Businesses
https://twitter.com/WillTownTech/status/1710036082664874198?s=20
The Value of 3 Logical Qubits
https://www.quantinuum.com/news/quantinuums-h1-quantum-computer-successfully-executes-a-fully-fault-tolerant-algorithm-with-three-logically-encoded-qubits
Gigamon Delivers a Sixth Sense With Precryption
https://twitter.com/WillTownTech/status/1701601366249238616?s=20
Does AI Know When It Hallucinates?
https://arxiv.org/pdf/2305.18248.pdf
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.