43 min
Ep. 22 of the MI&S Datacenter Podcast: We’re talking Cisco, Intel, Quantinuum, AMD, Google Moor Insights & Strategy Podcast
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- Tech News
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!
Cisco Launches Hypershield to Address AI Security
https://x.com/WillTownTech/status/1780986288029462883
Intel Gaudi 3 for GenAI in the Enterprise
https://www.forbes.com/sites/moorinsights/2024/04/16/intel-announces-gaudi-3-accelerator-for-generative-ai/?sh=6c3d2cae5857
A Volume of Millions
https://www.quantinuum.com/news/quantinuum-extends-its-significant-lead-in-quantum-computing-achieving-historic-milestones-for-hardware-fidelity-and-quantum-volume
AMD Pensando and its DPU leadership
https://x.com/WillTownTech/status/1777332847134572915 https://moorinsightsstrategy.com/wp-content/uploads/2024/04/AMD-Pensando-Silicon-That-Supercharges-the-Modern-Datacenter-By-Moor-Insights-And-Strategy.pdf
Google Announces Axion
https://www.forbes.com/sites/moorinsights/2024/04/09/google-introduces-axion-its-arm-based-home-grown-cpu/?sh=c8038b970b43
Millions of Tokens
https://arxiv.org/pdf/2403.05530.pdf https://blog.google/technology/ai/google-gemini-next-generation-model-february-2024/
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.
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!
Cisco Launches Hypershield to Address AI Security
https://x.com/WillTownTech/status/1780986288029462883
Intel Gaudi 3 for GenAI in the Enterprise
https://www.forbes.com/sites/moorinsights/2024/04/16/intel-announces-gaudi-3-accelerator-for-generative-ai/?sh=6c3d2cae5857
A Volume of Millions
https://www.quantinuum.com/news/quantinuum-extends-its-significant-lead-in-quantum-computing-achieving-historic-milestones-for-hardware-fidelity-and-quantum-volume
AMD Pensando and its DPU leadership
https://x.com/WillTownTech/status/1777332847134572915 https://moorinsightsstrategy.com/wp-content/uploads/2024/04/AMD-Pensando-Silicon-That-Supercharges-the-Modern-Datacenter-By-Moor-Insights-And-Strategy.pdf
Google Announces Axion
https://www.forbes.com/sites/moorinsights/2024/04/09/google-introduces-axion-its-arm-based-home-grown-cpu/?sh=c8038b970b43
Millions of Tokens
https://arxiv.org/pdf/2403.05530.pdf https://blog.google/technology/ai/google-gemini-next-generation-model-february-2024/
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.
43 min