Top-ranked boutique technology industry analyst firm Moor Insights & Strategy analysts analyze the tech industry's biggest news each and every week and also conduct interviews with tech industry "Insiders" on a regular basis.
Moor Insights & Strategy Podcast
Claim This Podcastby Moor Insights & Strategy analysts
5.0(1 reviews)
209 episodes
Updated Daily
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72
Podcast Authority
BetaGoodBased on show quality, social media presence, reviews, charts, and more
Quality96
Social0
YouTube93
Engagement27
Podcast Overview
Top-ranked boutique technology industry analyst firm Moor Insights & Strategy analysts analyze the tech industry's biggest news each and every week and also conduct interviews with tech industry "Insiders" on a regular basis.
Language
🇺🇲
Publishing Since
10/26/2020
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72
Podcast Authority
BetaGoodBased on show quality, social media presence, reviews, charts, and more
Quality96
Social0
YouTube93
Engagement27
9
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2
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8
Growth Opportunities
excellent
Episode Length
46 minutes
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Every 8 days
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Recent Episodes
November 24, 2025
Ep. 54 of the MI&S Datacenter Podcast: Talking AMD, Microsoft, Quantum Physics, Cisco, NVIDIA, IBM
<p>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!</p> <p><span class="Apple-converted-space"> </span></p> <p>We will be talking on this week's show about:</p> <p> </p> <p>AMD's Keys to the Kingdom</p> <p><a href= "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"> 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</a></p> <p> </p> <p>Microsoft Cobalt 200 - Coming to an Enterprise Near You<br /> <a href= "https://www.cio.com/article/4094300/nvidia-chips-sold-out-cut-back-on-ai-plans-or-look-elsewhere.html"> https://www.cio.com/article/4094300/nvidia-chips-sold-out-cut-back-on-ai-plans-or-look-elsewhere.html<br /> </a><a href= "https://www.datacenterknowledge.com/data-center-chips/microsoft-launches-cobalt-200-chip-and-expands-azure-ai-platform">https://www.datacenterknowledge.com/data-center-chips/microsoft-launches-cobalt-200-chip-and-expands-azure-ai-platform</a><br /> </p> <p>QEC is QED</p> <p><a href= "https://arxiv.org/abs/2510.21600">https://arxiv.org/abs/2510.21600</a></p> <p> </p> <p>Cisco's AI Ambitions</p> <p><a href= "https://www.geekwire.com/2025/cisco-to-acquire-seattle-area-ai-startup-neuralfabric-expanding-push-into-enterprise-generative-ai/"> https://www.geekwire.com/2025/cisco-to-acquire-seattle-area-ai-startup-neuralfabric-expanding-push-into-enterprise-generative-ai/</a></p> <p> </p> <p>Struggling with AI Chips? Here's a Thought</p> <p><a href= "https://www.cio.com/article/4094300/nvidia-chips-sold-out-cut-back-on-ai-plans-or-look-elsewhere.html"> https://www.cio.com/article/4094300/nvidia-chips-sold-out-cut-back-on-ai-plans-or-look-elsewhere.html</a></p> <p> </p> <p>IBM has Two New Birds</p> <p><a href= "https://newsroom.ibm.com/2025-11-12-ibm-delivers-new-quantum-processors,-software,-and-algorithm-breakthroughs-on-path-to-advantage-and-fault-tolerance"> https://newsroom.ibm.com/2025-11-12-ibm-delivers-new-quantum-processors,-software,-and-algorithm-breakthroughs-on-path-to-advantage-and-fault-tolerance</a></p> <p>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.</p> <p> </p>
November 10, 2025
Ep.53 of the MI&S Datacenter Podcast: Talking Arista, VAST & CoreWeave, Quantum, Cisco, AMD, IBM
<p>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!</p> <p><span class="Apple-converted-space"> </span></p> <p>We will be talking on this week's show about:</p> <p> </p> <p>Can Arista Push Past The Data Center?</p> <p><a href= "https://investors.arista.com/Communications/Press-Releases-and-Events/Press-Release-Detail/2025/Arista-Networks-Inc--Reports-Third-Quarter-2025-Financial-Results/default.aspx"> https://investors.arista.com/Communications/Press-Releases-and-Events/Press-Release-Detail/2025/Arista-Networks-Inc--Reports-Third-Quarter-2025-Financial-Results/default.aspx</a></p> <p> </p> <p>Are VAST & CoreWeave The Wonder Twins?</p> <p><a href= "https://www.linkedin.com/feed/update/urn:li:activity:7392244888316280832/"> https://www.linkedin.com/feed/update/urn:li:activity:7392244888316280832/</a></p> <p>Qubit Wars: The Power Players</p> <p><a href= "https://arxiv.org/pdf/2502.06471">https://arxiv.org/pdf/2502.06471</a></p> <p> </p> <p>Cisco Partner Summit 2025 Insights</p> <p><a href= "https://www.linkedin.com/posts/wstownsend_cisco-supercharges-its-secure-enterprise-activity-7391366688908292096-iB6K?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAAdOCkB7GSD8YuNAaXuDKP_xFHkrnLbNFk"> https://www.linkedin.com/posts/wstownsend_cisco-supercharges-its-secure-enterprise-activity-7391366688908292096-iB6K?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAAdOCkB7GSD8YuNAaXuDKP_xFHkrnLbNFk</a></p> <p> </p> <p>My Case For AMD In Enterprise AI</p> <p><a href= "https://www.theregister.com/2025/11/05/amd_pins_its_hopes_on/">https://www.theregister.com/2025/11/05/amd_pins_its_hopes_on/</a></p> <p>DARPA's Quantum Elite</p> <p><a href= "https://newsroom.ibm.com/2025-11-06-ibm-advances-to-next-phase-of-darpa-quantum-benchmarking-initiative"> https://newsroom.ibm.com/2025-11-06-ibm-advances-to-next-phase-of-darpa-quantum-benchmarking-initiative</a></p> <p>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.</p> <p> </p>
October 27, 2025
Ep. 52 of the MI&S Datacenter Podcast: We're Talking HPE, Intel, IBM & AMD, OCP, Qualcomm, Google
<p>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!</p> <p><span class="Apple-converted-space"> </span></p> <p>We will be talking on this week's show about:</p> <p> </p> <p>HPE Securities Analyst Meeting Insights</p> <p><a href= "https://x.com/WillTownTech/status/1978542076330745891">https://x.com/WillTownTech/status/1978542076330745891</a></p> <p> </p> <p>Intel Shows Momentum In Its Earnings<br /> <a href= "https://d1io3yog0oux5.cloudfront.net/_a9c76828df1af0b055f7cffea57824a7/intel/db/887/9148/earnings_presentation/Q3+2025+Earnings+Deck+Revised.pdf"> https://d1io3yog0oux5.cloudfront.net/_a9c76828df1af0b055f7cffea57824a7/intel/db/887/9148/earnings_presentation/Q3+2025+Earnings+Deck+Revised.pdf</a></p> <p>IBM & AMD: Chip TItans Unite</p> <p><a href= "https://www.cnbc.com/2025/10/24/amd-stock-pops-on-report-ibm-can-use-its-chips-for-quantum-computing.htm"> https://www.cnbc.com/2025/10/24/amd-stock-pops-on-report-ibm-can-use-its-chips-for-quantum-computing.htm</a></p> <p> </p> <p>OCP Scales- Up Ethernet</p> <p><a href= "https://www.linkedin.com/posts/wstownsend_ocpsummit25-activity-7383931564897984513-MA2m?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAAdOCkB7GSD8YuNAaXuDKP_xFHkrnLbNFk"> https://www.linkedin.com/posts/wstownsend_ocpsummit25-activity-7383931564897984513-MA2m?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAAdOCkB7GSD8YuNAaXuDKP_xFHkrnLbNFk</a></p> <p> </p> <p>Qualcomm Leans Into Inference<br /> <a href= "https://www.qualcomm.com/processors/data-center">https://www.qualcomm.com/processors/data-center</a> </p> <p> </p> <p>Quantum Echoes: Whispers Of Future Molecules</p> <p><a href= "https://blog.google/technology/research/google-willow-quantum-chip/"> https://blog.google/technology/research/google-willow-quantum-chip/</a></p> <p> </p> <p>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.</p>
209 total episodes available
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Sandeep Bharathi
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Will Chu
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