Ep.31 of the MI&S Datacenter Podcast: Talking AMD UEC NIC & EPYC & MI300, OpenAI, Qualcomm, IBM

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!
00:00 Intro
2:22 AMD Is Bringing Sexy Back To Networking
10:49 OpenAI o1 Is PhD Smart
20:38 Mo’ Cores Mo’ Cache - AMD PI
28:26 Qualcomm Gets Edgy With Campus & Branch Connectivity Infrastructure
32:48 Europe Gets A Quantum Data Center
39:55 Mind The (AI) Gap - AMD PII
AMD Is Bringing Sexy Back To Networking
x.com/WillTown...
OpenAI o1 Is PhD Smart
openai.com/ind...
Mo’ Cores Mo’ Cache - AMD PI
www.amd.com/en...
Qualcomm Gets Edgy With Campus & Branch Connectivity Infrastructure
x.com/WillTown...
Europe Gets A Quantum Data Center
www.ibm.com/qu...
Mind The (AI) Gap - AMD PII
www.amd.com/en...
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.