Ep. 29 of the MI&S Datacenter Podcast - We’re Talking Zscaler, AI, Broadcom, HPE, xAI, Dell

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!
3:03 Zscaler’s Strong Earnings Don’t Land With Bubble Bears
8:55 AI Can Read Your Tongue
15:23 Broadcom Goes Back To The Future With VCF 9
26:46 HPE Q3FY24 Earnings Are A Tale Of Two Portfolios
32:09 World’s Most Powerful AI Training System
36:36 Server Vendors Had A Banner Quarter
44:02 Getting To Know The Team
Zscaler’s Strong Earnings Don’t Land With Bubble Bears
x.com/WillTown...
AI Can Read Your Tongue
www.forbes.com...
Broadcom Goes Back To The Future With VCF 9
www.forbes.com...
HPE Q3FY24 Earnings Are A Tale Of Two Portfolios
x.com/WillTown...
World's Most Powerful AI Training System
x.com/elonmusk...
Server Vendors Had A Banner Quarter
/ urn:li:activity:723527...
Getting To Know The Team
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.