In this episode of Infrastructure Matters, hosts Krista Macomber, Steven Dickens and Camberley Bates discuss AI GPUs and ransomware detection.
Key topics covered include:
- Insights from Marvell’s Analyst Day:
- Focus shift from commercial to enterprise and hyperscale markets.
- Growth driven by networking for AI workloads (800 PAM4) and custom compute for hyperscalers.
- Highlighting the complexity of AI datacenters and their similarities to custom car environments.
- Discussion of Custom Silicon:
- Competition heating up with announcements from Google (TPU v5p), AMD (MI300X), and others.
- Public cloud options like AWS Graviton and Inferentia offering more choice.
- Potential for on-prem deployments alongside cloud adoption.
- Upcoming Report on Ransomware Scanning and Analytics:
- Integrating scanning and detection within data protection tools.
- Identifying ransomware based on file signatures and anomaly detection.
- Machine learning and AI playing a crucial role in future development.
- Broadcom and VMware:
- Broadcom spinning off Carbon Black and End-User Computing (Horizon) business.
- Focus on VCF (VMware Cloud Foundation) technology.
- OpenText and Rocket Software:
- OpenText selling AMC business (mainframe modernization) to Rocket.
- Debt reduction and strategic focus for OpenText.
- Growth and customer optionality for Rocket.
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Disclosure: The Futurum Group is a research and advisory firm that engages or has engaged in research, analysis, and advisory services with many technology companies, including those mentioned in this webcast. The author does not hold any equity positions with any company mentioned in this webcast.
Analysis and opinions expressed herein are specific to the analyst individually and data and other information that might have been provided for validation, not those of The Futurum Group as a whole.
