Stack or Pipeline? - Infrastructure Matters - Episode 51

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.