Moor Insights & Strategy Podcast

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:

AMD's Keys to the Kingdom

https://www.linkedin.com/posts/wstownsend_amd-cisco-and-humain-to-form-joint-venture-activity-7397685967555526656-7Wfq?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAAdOCkB7GSD8YuNAaXuDKP_xFHkrnLbNFk

Microsoft Cobalt 200 - Coming to an Enterprise Near You https://www.cio.com/article/4094300/nvidia-chips-sold-out-cut-back-on-ai-plans-or-look-elsewhere.html https://www.datacenterknowledge.com/data-center-chips/microsoft-launches-cobalt-200-chip-and-expands-azure-ai-platform

QEC is QED

https://arxiv.org/abs/2510.21600

Cisco's AI Ambitions

https://www.geekwire.com/2025/cisco-to-acquire-seattle-area-ai-startup-neuralfabric-expanding-push-into-enterprise-generative-ai/

Struggling with AI Chips? Here's a Thought

https://www.cio.com/article/4094300/nvidia-chips-sold-out-cut-back-on-ai-plans-or-look-elsewhere.html

IBM has Two New Birds

https://newsroom.ibm.com/2025-11-12-ibm-delivers-new-quantum-processors,-software,-and-algorithm-breakthroughs-on-path-to-advantage-and-fault-tolerance

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.

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 Arista Push Past The Data Center?

https://investors.arista.com/Communications/Press-Releases-and-Events/Press-Release-Detail/2025/Arista-Networks-Inc--Reports-Third-Quarter-2025-Financial-Results/default.aspx

Are VAST & CoreWeave The Wonder Twins?

https://www.linkedin.com/feed/update/urn:li:activity:7392244888316280832/

Qubit Wars: The Power Players

https://arxiv.org/pdf/2502.06471

Cisco Partner Summit 2025 Insights

https://www.linkedin.com/posts/wstownsend_cisco-supercharges-its-secure-enterprise-activity-7391366688908292096-iB6K?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAAdOCkB7GSD8YuNAaXuDKP_xFHkrnLbNFk

My Case For AMD In Enterprise AI

https://www.theregister.com/2025/11/05/amd_pins_its_hopes_on/

DARPA's Quantum Elite

https://newsroom.ibm.com/2025-11-06-ibm-advances-to-next-phase-of-darpa-quantum-benchmarking-initiative

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.

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:

HPE Securities Analyst Meeting Insights

https://x.com/WillTownTech/status/1978542076330745891

Intel Shows Momentum In Its Earnings https://d1io3yog0oux5.cloudfront.net/_a9c76828df1af0b055f7cffea57824a7/intel/db/887/9148/earnings_presentation/Q3+2025+Earnings+Deck+Revised.pdf

IBM & AMD: Chip TItans Unite

https://www.cnbc.com/2025/10/24/amd-stock-pops-on-report-ibm-can-use-its-chips-for-quantum-computing.htm

OCP Scales- Up Ethernet

https://www.linkedin.com/posts/wstownsend_ocpsummit25-activity-7383931564897984513-MA2m?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAAdOCkB7GSD8YuNAaXuDKP_xFHkrnLbNFk

Qualcomm Leans Into Inference https://www.qualcomm.com/processors/data-center

Quantum Echoes: Whispers Of Future Molecules

https://blog.google/technology/research/google-willow-quantum-chip/

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.

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

9:03 SailPoint's Agentic Wind

19:36 Only Cheaters Bid With Quantum

24:36 The Intel Comeback Tour Continues

30:14 Marvell's System Development Journey

33:43 Microfluidics Can Be Massively Disruptive

39:37 Latency Could Undo The IBM-AMD Supercomputer

SailPoint's Agentic Wind

https://www.linkedin.com/posts/wstownsend_sailpoint-ushers-in-new-era-of-adaptive-identity-activity-7378794063438778368-Nt-f?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAAdOCkB7GSD8YuNAaXuDKP_xFHkrnLbNFk

Only Cheaters Bid With Quantum

https://arxiv.org/pdf/2509.17715v1

The Intel Comeback Tour Continues https://www.linkedin.com/feed/update/urn:li:activity:7378195648267001857/

Marvell's System Development Journey

https://moorinsightsstrategy.com/analyst-insight-marvells-trailblazing-efforts-in-system-development/

Microfluidics Can Be Massively Disruptive https://www.linkedin.com/feed/update/urn:li:activity:7377106369843441664/

Latency Could Undo The IBM-AMD Supercomputer

https://newsroom.ibm.com/2025-08-26-ibm-and-amd-join-forces-to-build-the-future-of-computing

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.

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:

Getting Splunky

https://www.linkedin.com/posts/wstownsend_splunkconf25-activity-7371179885823709184-ETLK?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAAdOCkB7GSD8YuNAaXuDKP_xFHkrnLbNFk

More Earnings - HPE & Oracle https://investor.oracle.com/investor-news/news-details/2025/Oracle-Announces-Fiscal-Year-2026-First-Quarter-Financial-Results/default.aspx

Intel's Datacenter Reset

https://www.datacenterknowledge.com/data-center-chips/intel-s-data-center-reset-new-leadership-signals-significant-shift

NVIDIA Goes Large (Context)

https://www.datacenterknowledge.com/data-center-chips/nvidia-showcases-inference-chops-with-rubin-cpx-preview

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.

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.

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.

Step inside the future of sports on episode 17 of Game Time Tech with hosts Melody Brue and Robert Kramer, as they break down how artificial intelligence and digital innovation are redefining everything from world-famous tournaments to your next matchday. This episode dives deep into the most striking tech at Wimbledon 2025—think AI-powered match previews, real-time stats in your pocket, and Hawk-Eye's precision ruling the courts. Discover how players, officials, and fans are getting smarter, faster insights and enjoying a blend of tradition with cutting-edge technology.

Next up, explore the Premier League's blockbuster moves with Microsoft and Adobe. Learn how Microsoft's AI and cloud infrastructure are transforming both behind-the-scenes operations and live fan experiences. See how Adobe's creative tools are giving the League's global fanbase more ways than ever to personalize, interact, and express their passion—turning spectators into creators and superfans.

The episode also unpacks Globant's "AI or Die" philosophy: why leading sports organizations are weaving AI into every layer of their game, from logistics and player signings to personalized highlights that raise the bar for engagement. Mel and Robert discuss both the promise—and the ongoing challenges—of this transformation, always keeping the human side of sport front and center.

Whether you're a diehard tennis or soccer fan, a fantasy league junkie, or just curious about the digital future of competition, this podcast puts you right at the heart of the sports tech revolution. Each week, join us for fresh insights and lively debates about how global leagues, top brands, and tech pioneers are delivering smarter, fairer, and more thrilling experiences for fans everywhere.

In Episode 11 of The Enterprise App Pod, hosts Melody Brue and Robert Kramer tackle the front lines of Industry 5.0—the new era where AI meets human collaboration to redefine how we work and innovate. This high-energy episode breaks down the evolution from mechanization to intelligent, human-centric operations, spotlighting how ERP and modern tech are becoming the nerve center for sustainable, adaptable, and people-first businesses.

Get the inside story as Mel and Robert discuss:

• Industry 5.0 and the Evolution of Work: Explore the shift from efficiency-focused automation to human-AI teamwork, mass personalization, and the rise of resilient, sustainable operations. Hear how companies are leveraging digital twins, IoT, and AI agents to empower smarter decisions and flexible, creative problem-solving.
• Adobe Analytics and the 1,200% Surge in GenAI Search: Unpack the seismic jump in web traffic driven by generative AI platforms. With traditional SEO giving way to "AIO" (AI optimization), learn why businesses must now retool content to be machine-readable and front-of-mind for AI-powered discovery engines.
• Figma's IPO and the SaaS Playbook Rewrite: Dive into Figma's blockbuster IPO and what its soaring valuation means for competitors like Canva and Adobe—and for the entire SaaS landscape. The episode explains why cloud-native, AI-empowered platforms now set the gold standard for growth and public market excitement.
• Mitel's Restructuring: Reset or Reinvention?: The team analyzes Mitel's much-watched restructuring—why slashing debt isn't enough, the tough road ahead for customer trust, and the brutal realities of competing against agile, AI-driven cloud rivals. The conversation explores what it takes for legacy vendors like Mitel and Avaya to shift from survivors to true innovators.

Tune in for actionable insights, clear breakdowns, and pragmatic advice for enterprises navigating digital transformation, AI disruption, and the road ahead in work and technology. Whether you geek out over ERP, SaaS, or just want to stay ahead of tech's fastest shifts, this episode delivers the clarity and strategy you need.

On this week's episode of The G2 on 5G, hosts Will Townsend and Anshel Sag discuss the following six topics:

1. Telefonica's Huawei Transition Strategy A phased regional approach to phasing out Huawei infrastructure, with Europe advancing and Brazil holding steady.

2. Dish's Latest Spectrum Payment A last-minute FCC payment keeps Dish out of default and raises questions about long-term strategy.

3. Nokia's Subsea Cable Expansion Key wins in global subsea networking boost connectivity for AI data centers and beyond.

4. Wi-Fi 8 Spec Update New details on the 802.11bn standard reveal enterprise-focused enhancements and reduced latency.

5. OpenRAN Deployment Milestone Live multi-vendor R-APP deployment marks progress in programmable mobile networks.

6. Samsung Fold7 and Flip7 Demand Record-breaking pre-orders signal strong consumer interest in foldable devices.