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:

 

Insights From Palo Alto Networks Ignite NYC

https://www.linkedin.com/posts/wstownsend_i-recently-spent-time-with-palo-alto-networks-activity-7311379886382714880-xQjj?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAAdOCkB7GSD8YuNAaXuDKP_xFHkrnLbNFk

 

Dirty Little LLM Secrets

https://transformer-circuits.pub/2025/attribution-graphs/biology.html

 

Intel Vision - There Are Reasons To Be Optimistic

https://www.linkedin.com/pulse/two-big-takeaways-from-intel-vision-you-may-have-matthew-kimball-iufqc/?trackingId=Got8dq2PQKaSFPH8dvsyJg%3D%3D

 

NTT Upgrade Preview

https://x.com/TheSixFiveMedia/status/1899846153950110041

 

Darpa Does Quantum Benchmarking

https://www.darpa.mil/news/2025/companies-targeting-quantum-computers

 

Broadcom VMware Revenues Soar - What Does This Mean?

https://investors.broadcom.com/news-releases/news-release-details/broadcom-inc-announces-first-quarter-fiscal-year-2025-financial

 

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.