Ep. 50 of the MI&S Datacenter Podcast: We're Talking Splunk, HPE & Oracle, Intel, NVIDIA
Description
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:
Getting Splunky
More Earnings - HPE & Oracle
https://investor.oracle.com/investor-news/news-details/2025/Oracle-Announces-Fiscal-Year-2026-First-Quarter-Financial-Results/default.aspx
Intel's Datacenter Reset
NVIDIA Goes Large (Context)
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.



