Ep.53 of the MI&S Datacenter Podcast: Talking Arista, VAST & CoreWeave, Quantum, Cisco, AMD, 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:

Can Arista Push Past The Data Center?

https://investors.arista.com/Communications/Press-Releases-and-Events/Press-Release-Detail/2025/Arista-Networks-Inc--Reports-Third-Quarter-2025-Financial-Results/default.aspx

Are VAST & CoreWeave The Wonder Twins?

https://www.linkedin.com/feed/update/urn:li:activity:7392244888316280832/

Qubit Wars: The Power Players

https://arxiv.org/pdf/2502.06471

Cisco Partner Summit 2025 Insights

https://www.linkedin.com/posts/wstownsend_cisco-supercharges-its-secure-enterprise-activity-7391366688908292096-iB6K?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAAdOCkB7GSD8YuNAaXuDKP_xFHkrnLbNFk

My Case For AMD In Enterprise AI

https://www.theregister.com/2025/11/05/amd_pins_its_hopes_on/

DARPA's Quantum Elite

https://newsroom.ibm.com/2025-11-06-ibm-advances-to-next-phase-of-darpa-quantum-benchmarking-initiative

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.