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:  Telefonica's Huawei Transition Strategy A phased regional approach to phasing out Huawei infrastructure, with Europe advancing and Brazil holding steady. Dish's Latest Spectrum Payment A last-minute FCC payment keeps Dish out of default and raises questions about long-term strategy. Nokia's Subsea Cable Expansion Key wins in global subsea networking boost connectivity for AI data centers and beyond. Wi-Fi 8 Spec Update New details on the 802.11bn standard reveal enterprise-focused enhancements and reduced latency. OpenRAN Deployment Milestone Live multi-vendor R-APP deployment marks progress in programmable mobile networks. Samsung Fold7 and Flip7 Demand Record-breaking pre-orders signal strong consumer interest in foldable devices.