Episodi
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Welcome to this week’s edition of “MI&S Datacenter Podcast.” Join Moor Insights & Strategy co-hosts Matt, Will, and Paul as they analyze the week’s top datacenter and datacenter edge news. They talk compute, cloud, security, storage, networking, operations, data management, AI, quantum, and more!
We will be talking on this week’s show about:
Little AI Guys
https://www.microsoft.com/en-us/research/articles/magentic-one-a-generalist-multi-agent-system-for-solving-complex-tasks/
Supercomputing Goes Mainstream
https://www.linkedin.com/feed/update/urn:li:activity:7264651754347085825/
https://www.linkedin.com/feed/update/urn:li:activity:7265018456003997696/
2 Dozen Logical Qubits
https://atom-computing.com/high-fidelity-gates-and-the-worlds-largest-entangled-logical-qubit-state/
https://www.forbes.com/sites/moorinsights/2024/01/25/microsoft-uses-ai-and-hpc-to-analyze-32-million-new-materials/lion-new-materials/
Chips & Chips & Chips At Microsoft Ignite
https://www.datacenterknowledge.com/cloud/microsoft-ignite-2024-new-azure-data-center-chips-unveiled
Getting To Know Us - The Thanksgiving Edition
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.
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Welcome to this week’s edition of “MI&S Datacenter Podcast.” Join Moor Insights & Strategy co-hosts Matt, Will, and Paul as they analyze the week’s top datacenter and datacenter edge news. They talk compute, cloud, security, storage, networking, operations, data management, AI, quantum, and more!
We will be talking on this week’s show about:
Juniper’s Mining For GenAI Gold
https://x.com/WillTownTech/status/1852296047806066826
What To Make Of Semiconductor Earnings?
https://www.linkedin.com/feed/update/urn:li:activity:7257130388483919872/
https://www.intc.com/news-events/press-releases/detail/1716/intel-reports-third-quarter-2024-financial-results
Granite 3.0 Rocks
https://www.forbes.com/sites/moorinsights/2024/10/25/ibms-new-granite-30-ai-models-show-strong-performance-on-benchmarks/
Open The Cisco AI POD Bay Doors Hal
https://x.com/WillTownTech/status/1851493750461075694
OCI’s Unique Path To Growth
https://www.linkedin.com/feed/update/urn:li:activity:7255962768703434752/
Dry Watermarks For AI
https://doi.org/10.1038/d41586-024-03462-7
Our Top 3 List
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.
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Episodi mancanti?
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Melody Brue, Robert Kramer, and Anshel Sag are back for the Game Time Tech Pod to discuss the hottest topics in sports tech: money ball, marketable athletes, plus Meta, Lenovo, Qualcomm, and T-Mobile’s latest partnerships.
Join us for insights on the dollars and sense behind technology in the sports industry!
Money Ball! Finance & Accounting departments championing sports investments
Meta's recent partnership with Wrexham AFC
https://www.meta.com/blog/quest/wrexham-afc-women-sports-soccer-football/
The updated SportsPro "50 Most Marketable (50MM) Athletes" evaluation framework incorporates key trends to assess athletes’ marketability more comprehensively.
https://www.sportspromedia.com/insights/opinions/marketable-athletes-sports-marketing-trends-northstar-50mm-2024/#:~:text=7.,AR
https://50mm.sportspro.com/athletes/
15 years of 50 Most Marketable: What SportsPro’s ranking reveals about the evolution of athlete marketability
https://www.sportspromedia.com/insights/features/most-marketable-athletes-ranking-evolution-kohli-lebron-neymar-clark-50mm-2024/
Lenovo Tech World 2024 - Expanding F1 partnership and new FIFA Global Partnership including World Cup
https://news.lenovo.com/pressroom/press-releases/official-fifa-technology-partner-tw2024/
https://www.mlb.com/press-release/press-release-chicago-cubs-announce-motorola-as-official-jersey-patch-partner
https://motorolanews.com/motorola-x-san-diego-padres-announce-first-official-mlb-jersey-patch-partnership/
Qualcomm Snapdragon Summit - Toto Wolff and Mercedes F1 Partnership
https://www.qualcomm.com/news/onq/2024/10/glimpse-into-the-future-of-the-car-takeaways-from-day-2-snapdragon-summit-2024
T-Mobile and McLaren Partnership - 5G connectivity and more
https://www.mclaren.com/racing/partners/t-mobile/mclaren-racing-and-t-mobile-announce-united-states-focused-partnership-with-the-mclaren-formula-1-team/
The Game Time Tech Podcast is a Moor Insights & Strategy Six Five Media production.
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.
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It’s episode 37 of the MI&S Hot Desk Podcast! Join Robert Kramer & Melody Brue for a rundown of what’s been happening on the road over the past few weeks with Cadence Fem.AI Summit, Microsoft, Miro, Zoomtopia, AdobeMAX, IBM, Infor, LogicMonitor, Teradate and AWS.
Cadence Fem.AI Summit
https://www.forbes.com/sites/moorinsights/2024/10/10/cadence-launches-femai-to-close-the-ai-gender-gap/
https://www.linkedin.com/posts/melodybrue_last-week-i-had-the-pleasure-of-attending-activity-7250278006756106243-bQEs
https://www.linkedin.com/posts/melodybrue_last-week-i-had-the-pleasure-of-attending-activity-7250278006756106243-bQEs
https://www.linkedin.com/posts/melodybrue_cadencefemai-activity-7246928239212797953-cLkc
Microsoft Industry AI Summit
Miro Innovation Workspace
https://www.linkedin.com/posts/melodybrue_miro-introduces-the-innovation-workspace-activity-7249426724726194176-YzUs
Zoomtopia
https://news.zoom.us/zoomtopia-2024-unveiling-ai-first-work-platform-innovations/
https://x.com/MelodyBrue/status/1844064035127558631
AdobeMAX Content Credentials Web App:
https://www.forbes.com/sites/moorinsights/2024/10/16/adobe-debuts-free-web-app-to-fight-misinformation-and-protect-creators/
https://www.linkedin.com/posts/melodybrue_adobemax-activity-7251691142193262592-EWkr
Infor
https://www.multivu.com/infor/9277851-en-infor-targets-business-velocity-added-process-mining-esg-genai-capabilities
Logicmonitor
https://www.logicmonitor.com/press/topgolf-enhances-player-experience-with-logicmonitor-driving-to-50-billion-balls-hit-by-2025
Teradata
https://www.teradata.com/press-releases/2024/teradata-possible-2024-los-angeles-brings-to
AWS
https://moorinsightsstrategy.com/game-time-tech/game-time-tech-ready-for-some-tech-driven-football-nfl-2024-2025-tech/
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.
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Game Time Tech is ready for some (tech-driven) football! Join GTT hosts Melody Brue and Robert Kramer to discuss the tech on display for the 2024-2025 NFL season with special guest Jason Andersen. We’re talking AWS, Cisco, Sony Electronics, Cadence Design Systems, and more!
AWS
https://press.aboutamazon.com/2024/10/seattle-seahawks-announce-multi-year-partnership-extension-with-amazon-web-services
https://aws.amazon.com/blogs/media/how-ai-is-streamlining-seahawks-game-day-coverage/
https://aws.amazon.com/sports/nfl/seattle-seahawks/
Cisco
https://newsroom.cisco.com/c/r/newsroom/en/us/a/y2024/m10/nfl-and-cisco-expand-partnership-to-connect-and-protect-nfl-international-games.html
Sony
https://electronics.sony.com/sonyxnfl
Cadence
https://www.cadence.com/en_US/home/company/niners-partnership.html
The Game Time Tech Podcast is a Moor Insights & Strategy Six Five Media production.
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.
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In this 144th episode of The G2 on 5G, Anshel and Will Cover:
EdgeQ’s 5G base station on a-chip - can it bring disruption to the RAN? AST SpaceMobile leases 850 and 800 MHz spectrum from AT&T, following a successful two-way voice call test using BlueWalker 3 satellite Dish continues to churn subscribers - can its 5G postpaid service save the day? Singtel rolls out 5G MEC services with help from Microsoft, powered by Nvidia US Cellular uses ConnectX23 to speak to its 5G FWA success in low band - is there future upside? Verizon launches a $120 5G phone with TCL powered by MediaTek’s Dimensity 700 -
In this 207th episode of The G2 on 5G, Will Townsend and Anshel Sag cover:
Chris Sambar’s Departure from AT&T SpaceX and T-Mobile’s Emergency Authorization Nokia and NTT’s Formal Partnership on Private 5G KT and Ktsat’s NTN Technology Breakthrough Predicting Apple’s Timeline Apple’s Strategic Launch of the iPhone SE Apple’s Modem Development Journey -
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!
AMD Is Bringing Sexy Back To Networking
https://x.com/WillTownTech/status/1844465726226301209
OpenAI o1 Is PhD Smart
https://openai.com/index/learning-to-reason-with-llms/
Mo’ Cores Mo’ Cache - AMD PI
https://www.amd.com/en/products/processors/server/epyc/9005-series.html
Qualcomm Gets Edgy With Campus & Branch Connectivity Infrastructure
https://x.com/WillTownTech/status/1843375274781749430
Europe Gets A Quantum Data Center
https://www.ibm.com/quantum/blog/europe-quantum-datacenter-software
Mind The (AI) Gap - AMD PII
https://www.amd.com/en/products/accelerators/instinct/mi300.html
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.
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It’s Episode 36 of the Hot Desk Podcast. Melody Brue has Telco/5G SME guests Anshel Sag and WillTownsend to discuss Hurricane Helene disaster response, TMobile's first responder solutions, Verizon's relief grants, and how to help in Helene recovery. Come along!
Hurricane Helene Disaster Relief
T-Mobile: https://www.t-mobile.com/news/network/hurricane-helene
AT&T https://about.att.com/pages/disaster-recovery/2024/storm-helene
Verizon: https://www.verizon.com/about/news/hurricane-helene-updates
T-Mobile First Responders Solutions - Can it Complement AT&T FirstNet?
https://www.t-mobile.com/news/business/t-priority-network-slice-for-first-responders
https://www.t-mobile.com/business/government/first-responders-connecting-heroes
Verizon Disaster Relief Grants
https://www.verizon.com/about/news/verizon-hurricane-helene-relief-grants
Red Cross Donation
https://www.redcross.org/donate/dr/hurricane-helene.html/
Mobile option: Text REDCROSS to 90999 to donate
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.
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We're live for Episode 35 of the MI&S Hot Desk Podcast. Join Robert Kramer and Melody Brue for a rundown of what's up this week in collaboration, CX, ERP & SCM, and Enterprise apps. In this episode we’re talking Verint Engage, Microsoft Dynamics, T-Mobile, Cohesity, Salesforce, Commvault, Box, and a little sports tech.
Verint Engage
https://x.com/MelodyBrue/status/1838312515148660859
Microsoft Dynamics
https://www.microsoft.com/en-us/dynamics-365/blog/it-professional/2024/09/25/announcing-end-of-support-for-dynamics-gp/
Cohesity
https://moorinsightsstrategy.com/research-papers/research-paper-cohesity-creates-a-new-data-security-powerhouse-through-veritas-deal/
Commvault
https://techcrunch.com/2024/09/24/commvault-acquires-data-backup-provider-clumio/
Salesforce
https://www.salesforce.com/news/stories/salesforce-signs-definitive-agreement-to-acquire-zoomin/
Box Hubs Goes GA
https://www.linkedin.com/posts/melodybrue_box-announces-general-availability-of-box-activity-7244868109914791937-ScKm?utm_source=share&utm_medium=member_desktop
https://moorinsightsstrategy.com/research-notes/box-tackles-enterprise-content-management-and-discovery-with-box-hubs-and-ai/
https://www.boxinvestorrelations.com/news-and-media/news/press-release-details/2024/Box-Announces-General-Availability-of-Box-Hubs-to-Revolutionize-Content-Publishing-in-the-Enterprise/default.aspx
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.
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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!
Did Infoblox Crack The Code On Hybrid Multi-Cloud Management?
https://x.com/WillTownTech/status/1839033352797495571
Qubits For Kroners
https://www.pensiondanmark.com/en/press/news/2024/pensiondanmark-invests-in-the-supercomputers-of-the-future/
Intel Makes A Statement In The Datacenter
https://www.intel.com/content/www/us/en/newsroom/news/next-generation-ai-solutions-xeon-6-gaudi-3.html#gs.f7uipm
HPE Super Sizes AI With Aruba Central Updates
https://x.com/WillTownTech/status/1838629239857320341
CAPTCHA If You Can
https://tik-db.ee.ethz.ch/file/7243c3cde307162630a448e809054d25/
Making Storage Simple 101
https://www.networkworld.com/article/3538618/pure-storage-brings-storage-as-a-service-to-files.html
The Top 3 List - Getting To Know Us
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.
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We're LIVE for Ep 34 of the MI&S Hot Desk Podcast: Join Robert Kramer & Melody Brue for a rundown of what's up this week in collaboration, CX, ERP & SCM, and a little sports tech. We’re talking lots of great stuff – Oracle, Salesforce, Zoho Analytics, ERP trends with IBM & Oracle, US Open, plus a preview of Mel’s new Webex Cisco Desk Pro.
Cisco Desk Pro Video Conferencing Device
https://www.webex.com/us/en/devices/desk-series/cisco-desk-pro.html
Oracle CloudWorld
https://www.oracle.com/news/
https://www.linkedin.com/posts/robert-kramer-58239b22_cloudworld-suiteworld-mywheelhouse-activity-7239671357716795393-PwQr?utm_source=share&utm_medium=member_desktop
https://x.com/MelodyBrue/status/1833604336116764874
https://x.com/MelodyBrue/status/1833540500231754203
NetSuite SuiteWorld
https://www.netsuite.com/portal/company/newsroom.shtml
https://moorinsightsstrategy.com/research-notes/research-note-how-netsuite-has-shaped-the-saas-and-cloud-erp-landscape/
Salesforce – Dreamforce
https://www.linkedin.com/posts/melodybrue_df24-activity-7241918042501193728-VpFa?utm_source=share&utm_medium=member_desktop
https://www.linkedin.com/posts/patmoorhead_df24-activity-7241913485025050625-G-lR?utm_source=share&utm_medium=member_desktop
https://www.linkedin.com/posts/robert-kramer-58239b22_erp-scm-df24-activity-7242274114827161601-qmvq?utm_source=share&utm_medium=member_desktop
https://www.salesforce.com/news/stories/dreamforce-24-recap/
Marc Benioff at World Economic Forum
https://www.bloomberg.com/news/videos/2024-01-16/salesforce-s-benioff-on-building-trust-in-ai
Zoho Analytics
https://www.forbes.com/sites/moorinsights/2024/09/16/zoho-analytics-advances-self-service-bi-with-ai-powered-tools/
https://www.businesswire.com/news/home/20240912570058/en/Zoho-Launches-AI-Rich-Highly-Extensible-Version-of-Zoho-Analytics-Democratizing-Self-Service-BI-to-Any-Persona-or-Business
ERP - IBM and Oracle
https://newsroom.ibm.com/2024-09-09-ibm-to-acquire-accelalpha,-leading-oracle-consultancy
Robert Kramer’s ERP Research
https://moorinsightsstrategy.com/erp-and-scm-what-to-expect-in-2024-part-1/
https://moorinsightsstrategy.com/modernizing-erp-systems-innovative-strategies-with-infor/
https://moorinsightsstrategy.com/enterprise-data-technology-part-5-data-quality-with-acumatica/
https://moorinsightsstrategy.com/research-notes/enterprise-data-technology-part-1-internal-and-external-data-sources/
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.
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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!
Zscaler’s Strong Earnings Don’t Land With Bubble Bears
https://x.com/WillTownTech/status/1831782382854357010
AI Can Read Your Tongue
https://www.forbes.com/sites/moorinsights/2024/09/04/say-ahh-to-ai-how-the-tongue-can-reveal-hidden-health-issues/
Broadcom Goes Back To The Future With VCF 9
https://www.forbes.com/sites/moorinsights/2024/08/29/vmware-explore-brings-broadcoms-private-cloud-strategy-into-focus/
HPE Q3FY24 Earnings Are A Tale Of Two Portfolios
https://x.com/WillTownTech/status/1831785559141835020
World's Most Powerful AI Training System
https://x.com/elonmusk/status/1830650370336473253
Server Vendors Had A Banner Quarter
https://www.linkedin.com/feed/update/urn:li:activity:7235270767356100608/
Getting To Know The Team
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.
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We're LIVE for Ep 33 of the MI&S Hot Desk Podcast:
Join Robert Kramer, Melody Brue for a rundown of what's up this week in collaboration, CX, ERP & SCM, and a little sports tech. We’re talking lots of great stuff – Ring Central RingCX AI, Zoom Q2 2025 Earnings, ERP Vulnerabilities, SAP, SCM/Canadian Railways, Webex AI Codec, and the US Open Tennis Tournament.
Ring Central Announces AI for RingCX
https://ir.ringcentral.com/news/press-release-details/2024/RingCentral-Announces-New-AI-Powered-Capabilities-for-RingCX/default.aspx
Zoom Q2 2024 Earnings
https://www.cnbc.com/2024/08/22/zoom-stock-has-best-day-since-2022-on-q2-2025-results-raised-guidance.html
SCM Canada Railways Significance
https://www.cnn.com/2024/08/22/business/canada-rail-shutdown-ends/index.html
https://www.supplychaintoday.com/the-worst-supply-chain-disruptions-in-modern-usa-history/
ERP/SAP Vulnerabilities
https://www.csoonline.com/article/3486653/sap-patches-critical-bugs-allowing-full-system-compromise.html
https://www.erpadvisorsgroup.com/blog/why-upgrade-erp
WebEx AI Codec
https://blog.webex.com/hybrid-work/announcing-the-availability-of-industry-first-webex-ai-codec-transforming-your-audio-experiences/
US Open
https://www.linkedin.com/posts/robert-kramer-58239b22_gtt-activity-7232087277114445824-f2T0?utm_source=share&utm_medium=member_desktop
https://aibusiness.com/nlp/ibm-usta-serve-up-enhanced-generative-ai-features-at-2024-us-open?sf198861740=1#close-modal
https://www.ibm.com/campaign/2024/ai-skills-tennis
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.
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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 4Q Earnings & Leadership Shake-up
https://x.com/WillTownTech/status/1824156801711083707
What Is An ML-KEM?
https://research.ibm.com/blog/nist-pqc-standards
Dell & Nutanix Get Serious-er
https://www.linkedin.com/feed/update/urn:li:activity:7229484227182911488/
Black Hat USA 2024 Insights
https://x.com/WillTownTech/status/1824121727456026696
Professor Bot
https://sakana.ai/ai-scientist/
https://arxiv.org/pdf/2408.06292
Morpheus - The God Of Dreams - & HPE’s Latest Acquisition
https://www.linkedin.com/feed/update/urn:li:activity:7229842227567411200/
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.
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In this episode of the Moor Insights & Strategy Insider Podcast, Will Townsend, VP & Principal Analyst and Head of their Networking and Security Practices engages in an insightful discussion with Soni Jiandani of AMD on the transformative role of Data Processing Units (DPUs) in modern datacenters.
As enterprises grapple with the demands of AI-driven workloads, traditional datacenter infrastructure faces unprecedented challenges. This conversation explores how AMD Pensando is setting itself apart in a competitive market, providing robust solutions that address scalability, power efficiency, security, and the need for continuous operations.
Their conversation covered:
Understanding DPUs: What they are and how they unlock value in modern datacenters.
AMD Pensando Differentiation: Architectural innovations, power efficiency, advanced networking functions, security features, and full backward compatibility.
AMD & HPE Aruba Networking Collaboration: Insights into the development and impact of the Aruba CX10000 Series switch, with a real-world example of its ROI and operational efficiency gains.
For more insights on how AMD Pensando is supercharging the modern datacenter, download the recently commissioned research paper by Moor Insights & Strategy here.
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New GTT Podcast Alert! Qualcomm Puts Snapdragon Front and Center at the Manchester United Tour! Qualcomm CMO Don McGuire joins Melody Brue, Robert Kramer, and Anshel Sag at Snapdragon Stadium to discuss the tech and business value behind driving brand recognition and more.
Also, check out today’s Community Shield game, where Manchester United plays Manchester City. Qualcomm and Microsoft are showcasing their strategic partnership by featuring the Copilot+ PC logo on Manchester United's kits for the first time. The collaboration with Microsoft to highlight the Copilot+ PC logo on the back of the Manchester United kit is a testament to the strong partnership with Microsoft and its recognition of Qualcomm as a key strategic partner for the future of PCs. The Snapdragon X Series processors exclusively power the next-gen Copilot+ PCs.
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We're LIVE for Ep 32 of the MI&S Hot Desk Podcast:
Join Robert Kramer, Melody Brue for a rundown of what's up this week in enterprise apps, data security. We’re talking Canva’s acquisition, $MSFT earnings, Adobe creative campuses, Commvault, Crowdstrike and Blue Yonder.
Canva Set to Acquire Leonardo.AI
https://www.linkedin.com/posts/melodybrue_canva-has-announced-its-intent-to-acquire-activity-7224061245996285952-LG-7?utm_source=share&utm_medium=member_desktop
https://www.canva.com/newsroom/news/leonardo-ai/
Microsoft Q4 2024 Earnings
https://moorinsightsstrategy.com/research-notes/microsoft-q4-fy2024-earnings-show-strong-copilot-adoption-and-teams-growth/
https://x.com/MelodyBrue/status/1818414106325762408
Adobe CSU
https://business.adobe.com/customer-success-stories/csu-case-study.html
https://moorinsightsstrategy.com/mis-weekly-analyst-insights-week-ending-august-2-2024/
Commvault
https://www.prnewswire.com/news-releases/commvault-announces-fiscal-2025-first-quarter-financial-results-302209156.html
Crowdstrike
https://www.forbes.com/sites/moorinsights/2024/07/23/crowdstrike-it-outage-highlights-need-for-tighter-operational-updates/
SCM - Blue Yonder and Sustainability
https://media.blueyonder.com/blue-yonder-acquires-one-network-enterprises-to-unlock-an-agile-interconnected-supply-chain-ecosystem/
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.
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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!
CrowdStrike IT Outage Post Mortem
https://x.com/WillTownTech/status/1818628352749580549
AI Immunity Warriors
https://www.news-medical.net/news/20240731/AI-reprograms-glioblastoma-cells-into-dendritic-cells-for-cancer-immunotherapy.aspx
AMD Crushes The Datacenter With EPYC and MI300
https://www.linkedin.com/feed/update/urn:li:activity:7224395591462612992/
HPE Achieves EU Unconditional Regulatory Approval For Juniper Acquisition
https://www.networkworld.com/article/3480325/eu-clears-hpes-14-billion-juniper-acquisition.html
A New Quantum Toolbox
https://www.quantinuum.com/news/introducing-quantinuum-nexus-our-all-in-one-quantum-computing-platform
The Secret Weapon Of The Datacenter
https://moorinsightsstrategy.com/research-notes/is-arm-neoverse-the-datacenters-secret-weapon/
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.
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We are live for episode 31 of the Hot Desk Podcast with Melody Brue and Robert Kramer for a rundown of what's up this week in enterprise apps, collab, and data security.
SAP Q2 2024 Earnings
https://www.linkedin.com/posts/jasontandersen_another-solid-quarter-for-sap-who-reaffirmed-activity-7221281901074939904-VSuT?utm_source=share&utm_medium=member_desktop
IBM Q2 2024 Earnings
https://www.linkedin.com/posts/jasontandersen_2q24-earnings-from-ibm-come-in-at-a-beat-activity-7222023618245861377-o_FD?utm_source=share&utm_medium=member_desktop
Alphabet (GOOG/GOOGL) Earnings
Salesforce & Workday Partnership
https://www.salesforce.com/news/press-releases/2024/07/24/workday-employee-service-agent/
AI Journey in CRMs
https://www.forbes.com/sites/moorinsights/2024/07/24/3-reasons-to-start-an-ai-journey-in-your-crm/
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.
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