Moor Insights & Strategy Podcast

Ep. 35: MI&S Datacenter Podcast: Talking Extreme Networks, OpenAI, Oracle, Microsoft, IonQ, Dell


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Welcome to this week’s edition of “MI&S Datacenter Podcast.” Join Moor Insights & Strategy co-hosts Matt, Will, and Paul as they analyze the week’s top datacenter and datacenter edge news. They talk compute, cloud, security, storage, networking, operations, data management, AI, quantum, and more!

 

We will be talking on this week’s show about:

 

Can Extreme Networks Vie for Share in 2025?

https://www.extremenetworks.com/resources/blogs/introducing-extreme-platform-one

 

Do We Really Know How To Do It?

https://blog.samaltman.com/reflections

 

Oracle Exadata X11M - The Real Data Platform

https://www.oracle.com/news/announcement/oracle-introduces-exadata-x11m-platform-2025-01-07/ 

 

Microsoft Betting Big on AI Data Centers in 2025

https://blogs.microsoft.com/on-the-issues/2025/01/03/the-golden-opportunity-for-american-ai/

 

Entangled Ambitions

https://investors.ionq.com/news/news-details/2025/IonQ-Completes-Acquisition-of-Qubitekk-Solidifying-Leadership-in-Quantum-Networking/default.aspx

 

Dell Embraces OCP

https://moorinsightsstrategy.com/research-papers/evaluation-of-open-compute-modular-hardware-specification/ 

 

Getting To Know The Team 

 

Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

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