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:

 

NTT Launches A Physics Of AI Research Initiative

https://moorinsightsstrategy.com/research-notes/research-note-ntt-upgrade-2025-event-highlights-and-insights/

 

QEC & LDPC

https://www.linkedin.com/pulse/why-im-optimistic-quantum-error-correction-paul-smith-goodson-l8rqc/

 

This Week In The Tariff Soap Opera - Write Offs

https://finance.yahoo.com/news/amd-takes-800m-haircut-us-154328133.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAFbHX36Y9dx0jnfZuUJJW5BpKAWbgA6PGqcT425U3DONG6DSr4e5Cf5_p-gp25uv3qcXQJ8KwX6C4IoKT4-u7z2dbj5LYzt_t5YboqIiTxPYxZxbEoJrx_sWiHaRPvuTtRDX3fMHsWt_AxvtYILmoXw3jmaQGftTGzjV6to-1LOK

 

HPE Aruba Networking Announces AIOps Enhancements

https://www.linkedin.com/posts/wstownsend_hpe-introduces-new-virtual-private-cloud-activity-7315532483100360706-UGuy?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAAdOCkB7GSD8YuNAaXuDKP_xFHkrnLbNFk

 

Battle Of The Chatbots

https://lmarena.ai/leaderboard 

 

Dell Portfolio Modernization

https://www.linkedin.com/pulse/digging-deeper-dells-recent-datacenter-announcements-matthew-kimball-tvivc/?trackingId=OvAqH8UvT7mMSp9G28FgoA%3D%3D

 

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.