Moor Insights & Strategy Podcast

Author: Moor Insights & Strategy analysts

Top-ranked boutique technology industry analyst firm Moor Insights & Strategy analysts analyze the tech industry's biggest news each and every week and also conduct interviews with tech industry "Insiders" on a regular basis.
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Ep. 54 of the MI&S Datacenter Podcast: Talking AMD, Microsoft, Quantum Physics, Cisco, NVIDIA, IBM
Monday, 24 November, 2025

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 https://www.linkedin.com/posts/wstownsend_amd-cisco-and-humain-to-form-joint-venture-activity-7397685967555526656-7Wfq?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAAdOCkB7GSD8YuNAaXuDKP_xFHkrnLbNFk 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 https://www.geekwire.com/2025/cisco-to-acquire-seattle-area-ai-startup-neuralfabric-expanding-push-into-enterprise-generative-ai/ Struggling with AI Chips? Here's a Thought https://www.cio.com/article/4094300/nvidia-chips-sold-out-cut-back-on-ai-plans-or-look-elsewhere.html IBM has Two New Birds https://newsroom.ibm.com/2025-11-12-ibm-delivers-new-quantum-processors,-software,-and-algorithm-breakthroughs-on-path-to-advantage-and-fault-tolerance 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.