Ep10 of the MI&S DataCenter Podcast: We’re Talking VMware, Enchiladas, Arm, SentinelOne, IBM, NVIDIA

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!

2:29 VMware Explore 2023 Recap
17:23 A New Enchilada Trap
19:47 Arm Begins the IPO Process with F-1
29:48 SentinelOne Mulls Sale
34:02 New and Old: GenAI and COBOL

VMware Explore 2023 Recap
https://www.datacenterknowledge.com/vmware/vmware-unveils-new-multi-cloud-and-kubernetes-tools
https://www.forbes.com/sites/moorinsights/2023/08/22/pure-storage-and-vmware-on-azure-easy-performant-cost-effective/?sh=52c17ec4102c
https://moorinsightsstrategy.com/research-notes/vmware-scales-up-its-ransomware-recovery-solution/
https://news.lenovo.com/pressroom/press-releases/lenovo-vmware-partnership-brings-new-generative-ai-and-multi-cloud-solutions-to-businesses/
https://www.forbes.com/sites/moorinsights/2023/08/23/vmware-explore-2023-extends-into-cloud-networking-and-security/
https://nvidianews.nvidia.com/news/vmware-and-nvidia-unlock-generative-ai-for-enterprises

A New Enchilada Trap
https://www.sandia.gov/labnews/2023/08/10/bigger-and-better-quantum-computers-possible-with-new-ion-trap-dubbed-the-enchilada/

Arm Begins the IPO Process with F-1
https://www.cnbc.com/2023/08/21/arm-ipo-what-it-means-for-ipo-market-softbank.html

SentinelOne Mulls Sale
https://twitter.com/WillTownTech/status/1694799702288474463?s=20

New and Old: GenAI and COBOL
https://newsroom.ibm.com/2023-08-22-IBM-Unveils-watsonx-Generative-AI-Capabilities-to-Accelerate-Mainframe-Application-Modernization
https://www.forbes.com/sites/moorinsights/2021/06/04/ibm-codenet-artificial-intelligence-that-can-program-computers-and-solve-a-100-billion-legacy-code-problem/

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.

Matthew Kimball
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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
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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
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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.