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

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.