Moor Insights & Strategy Podcast Moor Insights & Strategy analysts

We are LIVE with Episode 23 of the Hot Desk Pod with Melody Brue and Robert Kramer. We’re talking Oracle Analyst Summit, Microsoft earnings, Google  earnings, and how healthcare tech is having a moment.
 
Oracle Analyst Summit
ERP Track - investing in data management, AI and features CRM Track HCM Track  
Microsoft Earnings Q32024 Earnings
https://www.microsoft.com/en-us/investor/earnings/FY-2024-Q3/press-release-webcast  
Google Q1 2024 Earnings 
https://abc.xyz/assets/91/b3/3f9213d14ce3ae27e1038e01a0e0/2024q1-alphabet-earnings-release-pdf.pdf  
Healthcare Tech’s Moment 
https://apnews.com/article/oracle-larry-ellison-nashville-headquarters-health-care-cf74172176f6c90210e8ac96e1ff6f52  
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.

On this episode of the Moor Insights & Strategy Insider Podcast, host Patrick Moorhead is joined by Chris Walker, the newly appointed CEO of Untether AI to talk about the inflection point we're seeing with AI. 
AI is experiencing a pivotal moment. With neural network compute loads increasing and companies now transitioning from training AI models to deploying them (inference), there is a need for an entirely new type of compute structure to deal with this seismic shift. Untether AI, born and based in an international hub of AI (Toronto), with a roster of Silicon Valley chip veterans, has purpose-built AI chips that not only drop the cost barrier but also reduce operational expenses. Untether AI’s ICs run AI workloads faster and more energy efficiently, so they consume significantly less power.

Moor Insights & Strategy hosts its Game Time Tech podcast with IBM live at the Masters! Join us for an exciting conversation steeped in tradition and tech with IBM Partner and Practice Lead, IBM ix Sports and Entertainment, Monica Ellingson, about IBM watsonx's Digital Experience at The Masters.
In an era shaped by AI and data, these technologies are leaving their mark on various industries, including sports. They are transforming how sports are played and enhancing the overall fan experience. Technology sponsorships have evolved beyond displaying logos to introducing technology and data-driven insights that significantly improve the way sports are played.
IBM and IBM watsonx is set to change the 2024 Masters experience by revealing the mystique of Augusta National Golf Club through its Masters' digital platform, Hole Insights, AI Narration, and other innovations. These innovations are designed to elevate the Masters experience as they showcase IBM's drive to enhance customer care experiences and data-driven decisions across industries.
Tune in to the Game Time Tech podcast, where hosts Melody Brue and Robert Kramer explore the roles of AI and data at this year's Masters, along with Monica, who is joining us live from Augusta!
The 88th Masters Tournament will be played from April 11-14 at Augusta National Golf Club in Augusta, GA. To see IBM technology in action, visit Masters.com or the Masters mobile app, available on the Apple App Store and Google Play Store.
The Game Time Tech podcast is a Six Five Media Production.

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!
 
Has Fortinet Established Itself with Secure Networking?
https://x.com/WillTownTech/status/1775709723154944204  
Has Broadcom Built the Semiconductor Development Model of the Future?
https://www.forbes.com/sites/patrickmoorhead/2024/04/01/broadcom-scales-connectivity-and-performance-for-advanced-ai-workloads/?sh=304f0995631d  
You Can Make AI Dangerous
https://www-cdn.anthropic.com/af5633c94ed2beb282f6a53c595eb437e8e7b630/Many_Shot_Jailbreaking__2024_04_02_0936.pdf  
The InfiniBand vs Ethernet Cage Fight for AI Workloads
https://x.com/WillTownTech/status/1775150343657333125  
Nutanix and Cisco are Delivering the Cloud Experience of the Future - Today
https://www.nutanix.com/solutions/ai  
Logical Qubit Breakthrough
https://cloudblogs.microsoft.com/quantum/2024/04/03/how-microsoft-and-quantinuum-achieved-reliable-quantum-computing/ https://www.quantinuum.com/news/quantinuum-and-microsoft-announce-new-era-in-quantum-computing-with-breakthrough-  
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.

Enterprise Connect
Mel Hot Takes  
Adobe Max
Robert Hot Takes GAI - Data Drive Personalities CDP Content Supply Chain  
What’s Coming Up?
 
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.