Infrastructure Matters

Infrastructure Matters $100 Billion for OpenAI? - Episode 73

On this episode of the Six Five Webcast—Infrastructure Matters, hosts Keith Townsend and Dion Hinchcliffe discuss the hottest topics in infrastructure and technology. They cover crucial developments affecting the industry, from the surge in Intel’s stock to the ethical landscape of AI advancement.

$100 Billion for OpenAI? - Infrastructure Matters - EP71

On this episode of Infrastructure Matters, or for $100 billion we'll call it OpenAI Matters, Keith Townsend and Dion Hinchcliffe discuss the rise in Intel stock due to TSMC's involvement in helping Intel's foundry business. DataRobot acquires Agnostiq. Elon Musk and team offer $100 billion for OpenAI. Europe commits $200 billion to compete with the U.S and China in AI. Larry Ellison wants all American data in a master database for AI. Our Signal65 team benchmarks the Intel Gaudi 3 AI. SAP teams with Databricks to offer cloud-based analytics.

Are the Hyperscalers AI-Capacity Constrained? Gaining Efficiency with New LLM Releases - Infrastructure Matters EP70

Google, Azure and AWS all claim AI capacity constraint -- is it impacting their growth? What is behind this? Plus, more on the latest LLM and other models from Google, DeepSeek and players from Stanford and UWA. Lastly, we get into file systems for AI and what we are seeing from key and new players: Weka, Hammerspace, NetApp, Dell and Vast.

IBM on the Upswing, Intel Struggles, and the DeepSeek Saga Continues - Infrastructure Matters - EP69

IBM had a strong quarter, and Seagate sets the hard disk drive storage record. Intel cancels its new XPU and pushes out its 1.8 nanometer process chips, while DeepSeek continues recalibrating the generative AI inference world.

Stargate - The $500 Billion Money Grab - Infrastructure Matters - EP68

In this episode of Infrastructure Matters, Keith, Camberley, and Dion discuss the massive $500 billion investment from the Stargate consortium of companies. Then, Dion provides highlights from The Futurum Group's latest CEO AI research. Lastly, the model competition is heating up with China's DeepSeek AI model, and Keith gives his predictions for 2025. Learn more about Dion's insights on Stargate: https://futurumgroup.com/insights/us-govt-unveils-500b-stargate-alliance-to-lead-us-ai-infrastructure-push/ 

Lenovo + NetApp Making Moves, The Feds on Security, and Dion's Predictions - Infrastructure Matters - EP67

Lenovo teams up with Infinidat, NetApp spins off Spot and CloudCheckr to Flexera. Plus, uncover what the Feds are doing around security with executive orders and hear Dion's CIO predictions for 2025! Check out the full list of predictions here: https://dionhinchcliffe.com/2025/01/09/enterprise-tech-predictions-for-2025/

What Does CES Have to Do with the Data Center, Plus 2025 Data Infrastructure Predictions - Infrastructure Matters - EP66

Announcements you should know about from CES, the coming U.S. regulations on AI export controls, plus 2025 predictions for data infrastructure. 

2025 - Industry Investments and Unicorns! Data, AI, Security Are Winners - Infrastructure Matters - EP65

Keith and Camberley do a run down on some of the M&A, investments and valuations from this past year. Then, the super surprising $62 billion valuation of DataBricks. Plus how Broadcom is fairing with VMware (spoiler alert - very well), and NVIDIA's Jetson - how that might be a shift in the industry or not. 

Quantum is Here! - Then More on re:Invent and Data Protection - Infrastructure Matters EP64

The IM team covers the latest from AWS re:Invent, Google Gemini and what CIO's need to know. Then, they explore what is happening with Quantum and reflect on the intersection of AI, and Camberley covers the big, hairy topics coming out of American Society for AI. Lastly, data protection is front and center with big financial news from Cohesity, Veritas and Veeam.

Showtime: CIO / CTO AI Insights Plus Show and Earnings Coverage - Infrastructure Matters EP63

The team covers the CIO/CTO Roundtable and insights into their priorities, including AI. Then, we cover earnings from Nvidia, NetApp and the trends coming out of KubeCon, SC24 and Microsoft Insight.