Ep11: MI&S Datacenter Podcast: Talking Intel and Arm Hot Chips, Google Next, HPE, Cisco, IBM, Gaudi2

Опубликовано: 07 Сентябрь 2026
на канале: Moor Insights & Strategy
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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!

2:10 Hot Chips Recap - Intel and Arm Big Reveals
10:56 Hard Rock From IBM
15:28 HPE Delivers Strong Earnings With Intelligent Edge
19:34 Face Hugs For Gaudi2
24:00 Google Next 2023
30:11 Cisco Launches Lifecycle Services

Hot Chips Recap - Intel and Arm Big Reveals
https://www.forbes.com/sites/moorinsi...
https://www.forbes.com/sites/moorinsi...

Hard Rock From IBM
https://www.ibm.com/blog/building-ai-...
https://www.ibm.com/products/watsonx-ai
https://www.forbes.com/sites/moorinsi...

HPE Delivers Strong Earnings With Intelligent Edge
https://twitter.com/WillTownTech/stat...

Face Hugs For Gaudi2
https://huggingface.co/blog/bridgetower

Google Next 2023
https://cloud.google.com/distributed-...
Cross Cloud Network https://twitter.com/WillTownTech/stat...

Cisco Launches Lifecycle Services
https://twitter.com/WillTownTech/stat...

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.