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:

00:00 Intro

4:09 Insights from Black Hat USA 2025

16:37 95% Can't Be Wrong

27:27 Musing on AMD Earnings

39:07 Infoblox's Precrime Capabilities

46:24 Datacenters – from Bits to Qubits

53:20 NVIDIA & AI for the Masses

Insights from Black Hat USA 2025

https://x.com/WillTownTech/status/1953059811635150954

95% Can't Be Wrong

https://www.riverlane.com/blog/quantum-error-correction-is-crucial-but-the-ecosystem-isn-t-ready

Musing on AMD Earnings

https://d1io3yog0oux5.cloudfront.net/_da9ec69a410f47f77272ab0541c83538/amd/db/841/9167/presentation/AMD+Q2%2725+Earnings+Slides+FINAL+2.pdf

Infoblox's Precrime Capabilities

https://x.com/WillTownTech/status/1953209641103434043

Datacenters – from Bits to Qubits

https://arxiv.org/pdf/2505.23860

NVIDIA & AI for the Masses https://www.nvidia.com/en-us/data-center/rtx-pro-6000-blackwell-server-edition/

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.