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This year marked my third visit in as many years to NTT’s R&D Forum in Tokyo. The event’s theme of a “quantum leap” was a clever play on words related to the highly performant connectivity needed for future quantum computing workloads — and it reminded me of the television show of the same name from the early 1990s. I continue to be impressed with NTT’s forward-looking approach to connectivity, embracing its historic strengths as a solution integrator, optical networking infrastructure provider and telecom mobility services operator with its Docomo business unit. This represents a unique set of capabilities that are further augmented by NTT’s broad ecosystem of partnerships. At the…
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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 Intro3:33 Can Arista Push Past The Data Center?9:37 Are VAST & CoreWeave The Wonder Twins?19:14 Qubit Wars: The Power Players29:51 Cisco Partner Summit 2025 Insights38:58 My Case For AMD In Enterprise AI45:36 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 Playershttps://arxiv.org/pdf/2502.06471 Cisco Partner Summit 2025 Insightshttps://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 AIhttps://www.theregister.com/2025/11/05/amd_pins_its_hopes_on/…
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In this episode of The G2 on 5G, Will Townsend and Anshel Sag break down six fast-moving stories: T-Mobile Edge, GTC DC, Samsung & Softbank, 6G, Verizon and More! Key Points: T-Mobile Edge Control Solution Nokia–Nvidia Partnership All-American AI RAN Stack and Open Source Aerial Platform Samsung Networks & SoftBank 6G Research MOU European 5G Reflections and 6G Outlook Verizon’s Wholesale Fiber Expansion Source: https://moorinsightsstrategy.com/g2-on-5g/the-g2-on-5g-episode-240-t-mobile-edge-gtc-dc-samsung-softbank-6g-verizon-and-more/ Credits: Will Townsend, Anshel Sag
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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 Intro2:32 HPE Securities Analyst Meeting Insights10:52 Intel Shows Momentum In Its Earnings20:36 IBM & AMD: Chip TItans Unite26:58 OCP Scales- Up Ethernet32:39 Qualcomm Leans Into Inference40:26 Quantum Echoes: Whispers Of Future Molecules HPE Securities Analyst Meeting Insightshttps://x.com/WillTownTech/status/1978542076330745891 Intel Shows Momentum In Its Earningshttps://d1io3yog0oux5.cloudfront.net/_a9c76828df1af0b055f7cffea57824a7/intel/db/887/9148/earnings_presentation/Q3+2025+Earnings+Deck+Revised.pdf IBM & AMD: Chip TItans Unitehttps://www.cnbc.com/2025/10/24/amd-stock-pops-on-report-ibm-can-use-its-chips-for-quantum-computing.htm OCP Scales- Up Ethernethttps://www.linkedin.com/posts/wstownsend_ocpsummit25-activity-7383931564897984513-MA2m Qualcomm Leans Into Inferencehttps://www.qualcomm.com/processors/data-center Quantum Echoes: Whispers Of Future Moleculeshttps://blog.google/technology/research/google-willow-quantum-chip/ Source: https://moorinsightsstrategy.com/data-center-podcast/datacenter-podcast-episode-52-hpe-intel-ibm-amd-ocp-qualcomm-google/ Credits:…
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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 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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In this episode of The G2 on 5G, Will Townsend and Anshel Sag break down six fast-moving stories: AT&T’s nationwide 5G standalone deployment, Intel’s Panther Lake and Clearwater Forest Nodes, Vodafone and AST SpaceMobile’s launch of LEO Broadband Research Hub, Verizon’s acquisition of Starry, Verizon CEO’s exit, and AI partnerships poised to reshape telecom edge architecture. Key Points: Source: https://moorinsightsstrategy.com/g2-on-5g/the-g2-on-5g-episode-239-att-5g-sa-verizon-ceo-intel-18a-more/ Credits: Will Townsend and Anshel Sag
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In recent years, semiconductor companies have expanded their activities to include system development. This trend is not surprising since it provides critical infrastructure space, power, and performance optimization opportunities within datacenter deployments to keep pace with demanding workload requirements. Modern AI, including generative and agentic frameworks, will benefit from this development activity in many ways, especially given rising power consumption and throughput demands. Case in point: both NVIDIA and AMD are moving towards more fully integrated rack solutions, while hyperscalers and cloud service providers are designing both servers and switches to complement their own custom silicon designs. As AI surges in importance, there is a need for shorter time-to-market. There…
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In this episode of The G2 on 5G, Will Townsend and Anshel Sag break down six fast-moving stories: Avenir’s “agentic AI” ambitions for OSS, why NVIDIA is investing in Intel and what NVLink on x86 could mean for edge AI and future 6G, MásOrange’s nationwide launch of Voice over New Radio (VoNR) in Spain, Meta’s next-gen smart glasses (including Oakley Vanguards and a display model) and how 5G enables on-device AI, NATO’s MN5G dual-use experiments for defense and critical infrastructure, and EchoStar’s post-spectrum-sale strategy. Key Points: Credits: Will Townsend & Anshel Sag Source: https://moorinsightsstrategy.com/g2-on-5g/the-g2-on-5g-episode-237-mavenir-nvidia-intel-masorange-meta-and-more/
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How will artificial intelligence shape the future value proposition and operational landscape of telecommunications? Host Will Townsend is joined by Boost Mobile‘s Dawood Shahdad, VP, Core Network & Innovation Labs, and Nokia‘s Dr. Srinivas Bhattiprolu, Head of Global Presales and Advanced Consulting Services, for a conversation on how AI, innovation, and the next wave of technology advances are reshaping the telecom industry. Discover how next-gen telecom, AI, and innovation are driving transformation across business models and customer engagement. Key Takeaways: 🔹Redefining Telecom’s Value: Executive perspectives on how artificial intelligence is moving the telecom sector beyond traditional services to unlock new revenue streams, leveraging data-driven opportunities.🔹The Rise of AI-Powered Services: A…
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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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Cloud security provider Zscaler recently held its annual Zenith Live event in Las Vegas, and “zero trust everywhere” was a central theme. This year, I had an opportunity to spend time again with not only chief executive Jay Chaudhry, but also Joyce Kim, who leads the company’s overall marketing efforts, and Adam Geller, who serves in a newly created product leadership role. In this research note, I will share my insights from the event keynotes and leadership conversations, analyze the solution announcements, give my perspective on what the company can improve upon, and provide my take on Zscaler’s ability to deliver on its promise of zero trust everywhere. Riding the…
