Ep. 54 of the MI&S Datacenter Podcast: Talking AMD, Microsoft, Quantum Physics, Cisco, NVIDIA, IBM
Mon Nov 24 2025
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!
We will be talking on this week's show about:
AMD's Keys to the Kingdom
https://www.linkedin.com/posts/wstownsend_amd-cisco-and-humain-to-form-joint-venture-activity-7397685967555526656-7Wfq?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAAdOCkB7GSD8YuNAaXuDKP_xFHkrnLbNFk
Microsoft Cobalt 200 - Coming to an Enterprise Near You
https://www.cio.com/article/4094300/nvidia-chips-sold-out-cut-back-on-ai-plans-or-look-elsewhere.html
https://www.datacenterknowledge.com/data-center-chips/microsoft-launches-cobalt-200-chip-and-expands-azure-ai-platform
QEC is QED
https://arxiv.org/abs/2510.21600
Cisco's AI Ambitions
https://www.geekwire.com/2025/cisco-to-acquire-seattle-area-ai-startup-neuralfabric-expanding-push-into-enterprise-generative-ai/
Struggling with AI Chips? Here's a Thought
https://www.cio.com/article/4094300/nvidia-chips-sold-out-cut-back-on-ai-plans-or-look-elsewhere.html
IBM has Two New Birds
https://newsroom.ibm.com/2025-11-12-ibm-delivers-new-quantum-processors,-software,-and-algorithm-breakthroughs-on-path-to-advantage-and-fault-tolerance
Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.
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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! We will be talking on this week's show about: AMD's Keys to the Kingdom https://www.linkedin.com/posts/wstownsend_amd-cisco-and-humain-to-form-joint-venture-activity-7397685967555526656-7Wfq?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAAdOCkB7GSD8YuNAaXuDKP_xFHkrnLbNFk Microsoft Cobalt 200 - Coming to an Enterprise Near You https://www.cio.com/article/4094300/nvidia-chips-sold-out-cut-back-on-ai-plans-or-look-elsewhere.html https://www.datacenterknowledge.com/data-center-chips/microsoft-launches-cobalt-200-chip-and-expands-azure-ai-platform QEC is QED https://arxiv.org/abs/2510.21600 Cisco's AI Ambitions https://www.geekwire.com/2025/cisco-to-acquire-seattle-area-ai-startup-neuralfabric-expanding-push-into-enterprise-generative-ai/ Struggling with AI Chips? Here's a Thought https://www.cio.com/article/4094300/nvidia-chips-sold-out-cut-back-on-ai-plans-or-look-elsewhere.html IBM has Two New Birds https://newsroom.ibm.com/2025-11-12-ibm-delivers-new-quantum-processors,-software,-and-algorithm-breakthroughs-on-path-to-advantage-and-fault-tolerance Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.