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