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!
On this week’s show we covered:
00:00 Intro
3:33 Can Arista Push Past The Data Center?
9:37 Are VAST & CoreWeave The Wonder Twins?
19:14 Qubit Wars: The Power Players
29:51 Cisco Partner Summit 2025 Insights
38:58 My Case For AMD In Enterprise AI
45:36 DARPA’s Quantum Elite
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
Credits: Will Townsend, Matt Kimball and Paul Smith-Goodson
