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
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?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAAdOCkB7GSD8YuNAaXuDKP_xFHkrnLbNFk
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
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.
