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 Intro9:03 SailPoint’s Agentic Wind19:36 Only Cheaters Bid With Quantum24:36 The Intel Comeback Tour Continues30:14 Marvell’s System Development Journey33:43 Microfluidics Can Be Massively Disruptive39:37 Latency Could Undo The IBM-AMD Supercomputer SailPoint’s Agentic Windhttps://www.linkedin.com/posts/wstownsend_sailpoint-ushers-in-new-era-of-adaptive-identity-activity-7378794063438778368-Nt-f/ Only Cheaters Bid With Quantumhttps://arxiv.org/pdf/2509.17715v1 The Intel Comeback Tour Continueshttps://www.linkedin.com/feed/update/urn:li:activity:7378195648267001857/ Marvell’s System Development Journeyhttps://moorinsightsstrategy.com/analyst-insight-marvells-trailblazing-efforts-in-system-development/ Microfluidics Can Be Massively Disruptivehttps://www.linkedin.com/feed/update/urn:li:activity:7377106369843441664/ Latency Could Undo The IBM-AMD Supercomputerhttps://newsroom.ibm.com/2025-08-26-ibm-and-amd-join-forces-to-build-the-future-of-computing Source: https://moorinsightsstrategy.com/data-center-podcast/datacenter-podcast-episode-51-talking-sailpoint-intel-quantum-marvell-microsoft-ibm-amd/ Credits: Will Townsend, Matt Kimball and Paul…
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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! This week’s show covers: 00:00 Intro4:09 Insights from Black Hat USA 202516:37 95% Can’t Be Wrong27:27 Musing on AMD Earnings39:07 Infoblox’s Precrime Capabilities46:24 Datacenters – from Bits to Qubits53:20 NVIDIA & AI for the Masses Insights from Black Hat USA 2025 95% Can’t Be Wrong Musing on AMD Earnings Infoblox’s Precrime Capabilities Datacenters – from Bits to Qubits NVIDIA & AI for the Masses Credits: Will Townsend, Matt Kimball and Paul Smith-Goodson Source:…
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Ep. 54 of the MI&S Datacenter Podcast: Talking AMD, Microsoft, Quantum Physics, Cisco, NVIDIA, IBM
INFOBLOX REIMAGINES UNIVERSAL DDI MANAGEMENT – REDUCING COMPLEXITY AND OPTIMIZING BUSINESS OUTCOMES IN THE AI ERA
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On this week’s episode of The G2 on 5G, hosts Will Townsend and Anshel Sag discuss the following six topics: Source: https://moorinsightsstrategy.com/6g-podcast/g2-on-5g-podcast-episode-233-huawei-echostar-openran-and-wi-fi-8/ Authors: Will Townend, Anshel Sag, Patrick Moorhead
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When I speak with network and security professionals, I often find telemetry pipeline management is still flying under the radar. It’s too often treated as an afterthought — something cobbled together with leftover IT budget. But in today’s hybrid, cloud-driven, AI-heavy environments, that mindset can leave your organization exposed and underperforming. In my latest research note for Moor Insights & Strategy — RESEARCH NOTE: The Value of Telemetry Pipeline Management — I explore why telemetry pipelines should be treated as a strategic asset — a core component of modern IT infrastructure. As the volume and complexity of data grow, especially from AI inference and training workloads, enriched telemetry is becoming essential for…
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Gigamon held its fifth annual Visualyze Bootcamp virtual event over three days in early September. Since its founding 20 years ago, the company has developed a deep observability pipeline that leverages network intelligence to detect threats often missed by traditional security tools. The Bootcamp serves as an opportunity for Gigamon to share its industry and technical knowledge with customers. Most organizations using cloud services employ a multi-cloud model to benefit from competitive pricing and access to best-of-breed service offerings. Additionally, the trend toward containerization and virtualization aims to enhance operational and cost efficiencies. However, hybrid cloud deployments can introduce complexities that require careful management. The Bootcamp addressed many of these challenges, with…
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INTEL SECURE AI
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The rise of artificial intelligence (AI), fueled by the overwhelming popularity of AI- powered language models like ChatGPT, along with the broader generative AI applications, spotlights the importance of data security. The large amount of data AI requires to train models makes data security paramount. Beyond securing the data used to build large language models (LLMs) — public and foundational — protecting the AI models themselves becomes equally important. This is true cross-domain, public and private, on-premises, in the cloud, and at the network edge. You can download the paper below: Source: https://moorinsightsstrategy.com/research-papers/research-paper-intel-protecting-data-and-models-within-emerging-ai-workflows/ Authors: Will Townsend, Patrick Morehead
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As a networking analyst, I travel the world to spend time with infrastructure providers of 4G LTE and 5G core, radio access, and transport solutions, as well as carriers, service providers, and end customers. One of my biggest takeaways recently is the growing momentum behind cellular-based private networking globally. However, many enterprises do not know where to start, and others are confused when faced with the choice of Wi-Fi vs 4G/ 5G. I believe that private cellular networking’s ultimate success will lie in the ability for its delivery as an integrated solution. Enterprises do not have the competency to piecemeal cellular-based networks together and also require examples of how cellular…
