Ep. 54 of the MI&S Datacenter Podcast: Talking AMD, Microsoft, Quantum Physics, Cisco, NVIDIA, IBM
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:
AMD's Keys to the Kingdom
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
Struggling with AI Chips? Here's a Thought
IBM has Two New Birds
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.
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