Ep.32 of the MI&S Datacenter Podcast: We’re Talking Juniper, AMD & Intel, IBM, Cisco, Oracle, Google

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:
00:00 Intro
2:36 Juniper’s Mining For GenAI Gold
10:49 What To Make Of Semiconductor Earnings?
18:42 Granite 3.0 Rocks
26:43 Open The Cisco AI POD Bay Doors Hal
34:59 OCI’s Unique Path To Growth
45:01 Dry Watermarks For AI
50:14 Our Top 3 List
Juniper’s Mining For GenAI Gold
x.com/WillTown...
What To Make Of Semiconductor Earnings?
/ urn:li:activity:725713...
www.intc.com/n...
Granite 3.0 Rocks
www.forbes.com...
Open The Cisco AI POD Bay Doors Hal
x.com/WillTown...
OCI’s Unique Path To Growth
/ urn:li:activity:725596...
Dry Watermarks For AI
doi.org/10.103...
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.