DataCenter Podcast: Episode 50 – We’re Talking Splunk, HPE & Oracle, Intel, NVIDIA

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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!

On this week’s show we covered:

00:00 Intro
6:13 Getting Splunky
19:53 More Earnings – HPE & Oracle
30:13 Intel’s Datacenter Reset
38:28 NVIDIA Goes Large (Context)

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

Credits: Will Townsend, Matt Kimball and Paul Smith-Goodson

Source: https://moorinsightsstrategy.com/data-center-podcast/datacenter-podcast-episode-50-were-talking-splunk-hpe-oracle-intel-nvidia/