Ep. 52 of the MI&S Datacenter Podcast: We're Talking HPE, Intel, IBM & AMD, OCP, Qualcomm, Google
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:
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
OCP Scales- Up Ethernet
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.
United States
