In episode 51 of Infrastructure Matters, hosts Steven Dickens and Camberley Bates discuss the latest developments in the data infrastructure industry, with a focus on the Future of Memory and Storage Summit (FMS). They highlight the importance of the tech stack for AI, the challenges faced by Intel, and the growing role of companies like Palantir and Cloudera in managing and curating data for AI applications. The episode also touches on Camberley's involvement in promoting women in the tech industry through the SuperWomen of FMS initiative.
The key talking points include:
-
Future of Memory and Storage Summit (FMS): The summit focused on advancements in memory technology, including high-bandwidth memory (HBM), CXL, and the latest PCIe standards. AI and data processing were major themes.
-
Intel's Challenges: Discussion on Intel's 40% stock decline year-to-date and the strategic importance of Intel's success to U.S. interests. Pat Gelsinger's turnaround efforts are compared to IBM's historic recovery.
-
Palantir's Growth: Palantir's significant growth in the commercial sector, with a 55% increase in commercial business and efforts to move beyond its defense industry roots.
-
Cloudera's Role in Data Management: Cloudera's work in managing and classifying data for AI, focusing on data governance, curation, and pipeline management.
-
SuperWomen of FMS: Camberley Bates' initiative to attract and retain women in the tech industry, including an annual leadership award recognizing influential women in the memory and storage field.
Popular Podcasts
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
My Favorite Murder with Karen Kilgariff and Georgia Hardstark
My Favorite Murder is a true crime comedy podcast hosted by Karen Kilgariff and Georgia Hardstark. Each week, Karen and Georgia share compelling true crimes and hometown stories from friends and listeners. Since MFM launched in January of 2016, Karen and Georgia have shared their lifelong interest in true crime and have covered stories of infamous serial killers like the Night Stalker, mysterious cold cases, captivating cults, incredible survivor stories and important events from history like the Tulsa race massacre of 1921. My Favorite Murder is part of the Exactly Right podcast network that provides a platform for bold, creative voices to bring to life provocative, entertaining and relatable stories for audiences everywhere. The Exactly Right roster of podcasts covers a variety of topics including historic true crime, comedic interviews and news, science, pop culture and more. Podcasts on the network include Buried Bones with Kate Winkler Dawson and Paul Holes, That's Messed Up: An SVU Podcast, This Podcast Will Kill You, Bananas and more.
The Joe Rogan Experience
The official podcast of comedian Joe Rogan.