Ep. 52 of the MI&S Datacenter Podcast: We're Talking HPE, Intel, IBM & AMD, OCP, Qualcomm, Google

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:

HPE Securities Analyst Meeting Insights

https://x.com/WillTownTech/status/1978542076330745891

Intel Shows Momentum In Its Earnings
https://d1io3yog0oux5.cloudfront.net/_a9c76828df1af0b055f7cffea57824a7/intel/db/887/9148/earnings_presentation/Q3+2025+Earnings+Deck+Revised.pdf

IBM & AMD: Chip TItans Unite

https://www.cnbc.com/2025/10/24/amd-stock-pops-on-report-ibm-can-use-its-chips-for-quantum-computing.htm

OCP Scales- Up Ethernet

https://www.linkedin.com/posts/wstownsend_ocpsummit25-activity-7383931564897984513-MA2m?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAAdOCkB7GSD8YuNAaXuDKP_xFHkrnLbNFk

Qualcomm Leans Into Inference
https://www.qualcomm.com/processors/data-center 

Quantum Echoes: Whispers Of  Future Molecules

https://blog.google/technology/research/google-willow-quantum-chip/

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.