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.
