Ep12 MI&S Datacenter Podcast: We’re Talking Intel, Oracle, Cisco & Splunk, BlackBerry, Gigamon, AI

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.

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.

Will Townsend

Will Townsend manages the networking and security practices for Moor Insights & Strategy focused on carrier infrastructure providers, carrier services, enterprise networking and security. He brings over 30 years of technology industry experience in a variety of product, marketing, channel, business development and sales roles to his advisory position.

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.