Ep24 of the MI&S Datacenter Podcast: Talking Nutanix, Dell, SB1047 , Microsoft, IBM, AI, Earnings

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!

2:18 Nutanix Is Moving & Shaking With Dell & Lenovo (Matt)
9:14 Dell Tech World Networking & Edge Updates
17:23 SB1047 Dangerous To AI
23:35 Microsoft Build – Cobalt Is My CoPilot
30:18 IBM Introduces Concert
34:09 AI Reads Your Brain
38:40 Earnings Season Is In Full Flight

Nutanix Is Moving & Shaking With Dell & Lenovo

https://moorinsightsstrategy.com/research-notes/nutanix-and-dell-partner-for-hybrid-multi-cloud-solutions/

Dell Tech World Networking & Edge Updates

https://x.com/WillTownTech/status/1792969229245001981

SB1047 Dangerous To AI

https://legiscan.com/CA/text/SB1047/2023B1047

https://x.com/Moor_Quantum/status/1791955456304226748

Microsoft Build – Cobalt Is My CoPilot

https://techcommunity.microsoft.com/t5/azure-compute-blog/announcing-the-preview-of-new-azure-vms-based-on-the-azure/ba-p/4146353

IBM Introduces Concert

https://moorinsightsstrategy.com/research-notes/ibm-concert-aims-to-supercharge-enterprise-operations-through-ai/

AI Reads Your Brain

https://www.nature.com/articles/d41586-024-01451-4

Earnings Season Is In Full Flight

https://www.linkedin.com/feed/update/urn:li:activity:7201683734104875008/

https://www.linkedin.com/feed/update/urn:li:activity:7201682139472408576/

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.

Matthew Kimball

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

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

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. 

Patrick Moorhead

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.