Ep7 MI&S DataCenter Podcast: Cisco, IBM, HPE, Oracle, AMD, Arm, IoNQ, “Dirty Data,” and AI

2:16 Cisco Acquires Accedian and SamKnows
6:40 July Reminder: Don’t Eat Dirty Data
11:22 AMD Epyc in Storage
15:22 What a Mean AI Bot Can Do
19:48 HPE Discover Recap
30:42 IBM’s 1st Quantum Data Center in Europe
36:18 Infrastructure is not Commoditized
42:42 IonQ’s Swiss Quantum Data Center

Cisco Acquires Accedian and SamKnows
https://twitter.com/willtowntech/status/1674446283858227201?s=46&t=W46jiq63kgn_RPDlW_rmJQ

July Reminder: Don’t Eat Dirty Data
https://www.ibm.com/products/watsonx-governance

AMD Epyc in Storage
https://www.forbes.com/sites/moorinsights/2023/06/23/research-note-oracle-launches-exadata-x10m/?sh=26db92f56a6e
https://www.globenewswire.com/news-release/2023/06/21/2692088/0/en/AMD-EPYC-Embedded-Series-Processors-Power-New-HPE-Alletra-Storage-MP-Solution.html

What a Mean AI Bot Can Do
https://arxiv.org/pdf/2305.15324.pdf

HPE Discover Recap
https://www.forbes.com/sites/patrickmoorhead/2023/06/26/hpe-further-highlights-greenlake-on-prem-cloud-through-at-discover-event/
https://www.forbes.com/sites/moorinsights/2023/06/22/hpe-extends-its-enterprise-naas-leadership-at-discover-2023/
https://twitter.com/MattKimball_MIS/status/1671289647769739264
https://twitter.com/MattKimball_MIS/status/1671218196236619776
https://twitter.com/MattKimball_MIS/status/1671295050670817280
https://twitter.com/willtowntech/status/1671874959356882944?s=46&t=W46jiq63kgn_RPDlW_rmJQ

IBM’s 1st Quantum Data Center in Europe
https://newsroom.ibm.com/2023-06-06-IBM-to-Build-its-First-European-Quantum-Data-Center-to-Serve-Expanding-Ecosystem

Infrastructure is not Commoditized
https://www.forbes.com/sites/moorinsights/2023/06/30/analyst-quick-take-oracle-database-on-arm/?sh=6c3d50e26139
https://aibusiness.com/verticals/dell-hpe-lenovo-and-nvidia-tout-ai-hardware-solutions-to-enterprises-

IonQ’s Swiss Quantum Data Center
https://investors.ionq.com/news/news-details/2023/IonQ-and-QuantumBasel-Partner-to-Achieve-Future-Quantum-Advantages-With-Deployment-of-Two-Generations-of-IonQ-Quantum-Systems-in-Europe/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.

Patrick Moorhead
+ posts

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.

Will Townsend
+ posts

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.

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.

Paul Smith-Goodson
+ posts

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.