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!
3:19 VAST Data Enters the Data Management Market
7:54 Startup Nile Hopes to Disrupt the NaaS Space
10:50 LK-99 = Anti-Gravity Skateboards
14:44 Intel and AMD Earnings
22:34 Black Hat 2023 Insights
25:54 First Quantum in the Grid
29:16 Cloud CPU Happenings
38:59 HealthScribe: AI in Healthcare
VAST Data Enters the Data Management Market
https://vastdata.com/press-releases/vast-unveils-vast-data-platform
Startup Nile Hopes to Disrupt the NaaS Space
https://twitter.com/WillTownTech/status/1686774167650140160?s=20
LK-99 = Anti-Gravity Skateboards
https://www.science.org/content/blog-post/room-temperature-superconductor-new-developments
Intel and AMD Earnings
https://www.intc.com/news-events/press-releases/detail/1637/intel-reports-second-quarter-2023-financial-results
https://ir.amd.com/news-events/press-releases/detail/1146/amd-reports-second-quarter-2023-financial-results
Black Hat 2023 Insights
https://twitter.com/WillTownTech/status/1688893352110878720?s=20
First Quantum in the Grid
https://www.forbes.com/sites/moorinsights/2023/07/26/atom-computing-could-forever-change-the-way-we-manage-the-us-electrical-grid/
Cloud CPU Happenings
https://www.theregister.com/2023/08/03/aws_custom_xeon_m7i_instances/?td=rt-3a
https://www.theregister.com/2023/08/02/arm_server_china/
HealthScribe: AI in Healthcare
https://www.forbes.com/sites/moorinsights/2023/07/28/aws-healthscribe-uses-generative-ai-and-real-time-doctor-patient-conversations-to-update-medical-charts/
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.