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
2:32 HPE Securities Analyst Meeting Insights
10:52 Intel Shows Momentum In Its Earnings
20:36 IBM & AMD: Chip TItans Unite
26:58 OCP Scales- Up Ethernet
32:39 Qualcomm Leans Into Inference
40:26 Quantum Echoes: Whispers Of Future Molecules
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
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/
Credits: Will Townsend, Matt Kimball and Paul Smith-Goodson
