Moor Insights  Strategy Podcast

Ep. 49 of the MIS Datacenter Podcast: Talking NVIDIA, VMware Explore 2025, Cisco, HPE, Earnings


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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:

NVIDIA's Datacenter Bridge

https://www.linkedin.com/posts/wstownsend_nvidia-introduces-spectrum-xgs-ethernet-to-activity-7364700917142622209-5GJB?utm_source=share&utm_medium=member_ios&rcm=ACoAAAAdOCkB7GSD8YuNAaXuDKP_xFHkrnLbNFk

VMware Explore Recap - Private Cloud Is Cool Again https://www.forbes.com/sites/patrickmoorhead/2025/08/26/vcf-and-private-ai-take-center-stage-at-vmware-explore-2025/

Cisco Earnings & HPE Expectations

https://www.linkedin.com/posts/wstownsend_cisco-fy-2025-earnings-insights-solid-activity-7362182259321303041-37aN?utm_source=share&utm_medium=member_ios&rcm=ACoAAAAdOCkB7GSD8YuNAaXuDKP_xFHkrnLbNFk

Earnings Season Is In Full Force - Pure, Nutanix, NVIDIA (oh my)

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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