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
4:09 Insights from Black Hat USA 2025
16:37 95% Can't Be Wrong
27:27 Musing on AMD Earnings
39:07 Infoblox's Precrime Capabilities
46:24 Datacenters – from Bits to Qubits
53:20 NVIDIA & AI for the Masses
Insights from Black Hat USA 2025
https://x.com/WillTownTech/status/1953059811635150954
95% Can't Be Wrong
https://www.riverlane.com/blog/quantum-error-correction-is-crucial-but-the-ecosystem-isn-t-ready
Musing on AMD Earnings
https://d1io3yog0oux5.cloudfront.net/_da9ec69a410f47f77272ab0541c83538/amd/db/841/9167/presentation/AMD+Q2%2725+Earnings+Slides+FINAL+2.pdf
Infoblox's Precrime Capabilities
https://x.com/WillTownTech/status/1953209641103434043
Datacenters – from Bits to Qubits
https://arxiv.org/pdf/2505.23860
NVIDIA & AI for the Masses
https://www.nvidia.com/en-us/data-center/rtx-pro-6000-blackwell-server-edition/
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.
