Ep. 54 of the MI&S Datacenter Podcast: Talking AMD, Microsoft, Quantum Physics, Cisco, NVIDIA, IBM

Описание: 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:

00:00 Intro
2:04 AMD’s Keys to the Kingdom
9:36 Microsoft Cobalt 200 - Coming to an Enterprise Near You 
15:47 QEC is QED
22:49 Cisco’s AI Ambitions
33:15 Struggling with AI Chips? Here’s a Thought
39:30 IBM has Two New Birds

AMD’s Keys to the Kingdom
https://www.linkedin.com/posts/wstown...

Microsoft Cobalt 200 - Coming to an Enterprise Near Youhttps://www.cio.com/article/4094300/n...  
QEC is QED
https://arxiv.org/abs/2510.21600

Cisco’s AI Ambitions
https://www.geekwire.com/2025/cisco-t...

Struggling with AI Chips? Here’s a Thought
https://www.cio.com/article/4094300/n...

IBM has Two New Birds
https://newsroom.ibm.com/2025-11-12-i...
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.