Moor Insights & Strategy Podcast

Moor Insights & Strategy analysts
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  • TECH NEWS
  • UPDATED WEEKLY

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.

  1. 11/24/2025

    Ep. 54 of the MI&S Datacenter Podcast: Talking AMD, Microsoft, Quantum Physics, Cisco, NVIDIA, 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:   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.

    52 min

  2. 11/10/2025

    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.

    56 min

  3. 10/27/2025

    Ep. 52 of the MI&S Datacenter Podcast: We're Talking HPE, Intel, IBM & AMD, OCP, Qualcomm, Google

    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 https://www.cnbc.com/2025/10/24/amd-stock-pops-on-report-ibm-can-use-its-chips-for-quantum-computing.htm   OCP Scales- Up Ethernet https://www.linkedin.com/posts/wstownsend_ocpsummit25-activity-7383931564897984513-MA2m?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAAdOCkB7GSD8YuNAaXuDKP_xFHkrnLbNFk   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.

    51 min

  4. 10/09/2025

    Ep. 51 MI&S Datacenter Podcast: Talking SailPoint, Intel, Quantum, Marvell, Microsoft, IBM & AMD

    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:   00:00 Intro 9:03 SailPoint's Agentic Wind 19:36 Only Cheaters Bid With Quantum 24:36 The Intel Comeback Tour Continues 30:14 Marvell's System Development Journey 33:43 Microfluidics Can Be Massively Disruptive 39:37 Latency Could Undo The IBM-AMD Supercomputer   SailPoint's Agentic Wind https://www.linkedin.com/posts/wstownsend_sailpoint-ushers-in-new-era-of-adaptive-identity-activity-7378794063438778368-Nt-f?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAAdOCkB7GSD8YuNAaXuDKP_xFHkrnLbNFk   Only Cheaters Bid With Quantum https://arxiv.org/pdf/2509.17715v1   The Intel Comeback Tour Continues https://www.linkedin.com/feed/update/urn:li:activity:7378195648267001857/   Marvell's System Development Journey https://moorinsightsstrategy.com/analyst-insight-marvells-trailblazing-efforts-in-system-development/   Microfluidics Can Be Massively Disruptive https://www.linkedin.com/feed/update/urn:li:activity:7377106369843441664/   Latency Could Undo The IBM-AMD Supercomputer https://newsroom.ibm.com/2025-08-26-ibm-and-amd-join-forces-to-build-the-future-of-computing   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.

    51 min

  5. 09/11/2025

    Ep. 50 of the MI&S Datacenter Podcast: We're Talking Splunk, HPE & Oracle, Intel, NVIDIA

    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 https://www.linkedin.com/posts/wstownsend_splunkconf25-activity-7371179885823709184-ETLK?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAAdOCkB7GSD8YuNAaXuDKP_xFHkrnLbNFk   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 https://www.datacenterknowledge.com/data-center-chips/intel-s-data-center-reset-new-leadership-signals-significant-shift   NVIDIA Goes Large (Context) https://www.datacenterknowledge.com/data-center-chips/nvidia-showcases-inference-chops-with-rubin-cpx-preview   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.

    54 min

  6. 08/29/2025

    Ep. 49 of the MI&S Datacenter Podcast: Talking NVIDIA, VMware Explore 2025, Cisco, HPE, Earnings

    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:   NVIDIA's Datacenter Bridge https://www.linkedin.com/posts/wstownsend_nvidia-introduces-spectrum-xgs-ethernet-to-activity-7364700917142622209-5GJB?utm_source=share&utm_medium=member_ios&rcm=ACoAAAAdOCkB7GSD8YuNAaXuDKP_xFHkrnLbNFk   VMware Explore Recap - Private Cloud Is Cool Again https://www.forbes.com/sites/patrickmoorhead/2025/08/26/vcf-and-private-ai-take-center-stage-at-vmware-explore-2025/    Cisco Earnings & HPE Expectations https://www.linkedin.com/posts/wstownsend_cisco-fy-2025-earnings-insights-solid-activity-7362182259321303041-37aN?utm_source=share&utm_medium=member_ios&rcm=ACoAAAAdOCkB7GSD8YuNAaXuDKP_xFHkrnLbNFk   Earnings Season Is In Full Force - Pure, Nutanix, NVIDIA (oh my)   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.

    55 min

  7. 08/11/2025

    Ep48 MI&S Datacenter Podcast: Talking Black Hat USA, QEC, AMD, Infoblox, Quantum Computing, NVIDIA

    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:   00:00 Intro 4:09 Insights from Black Hat USA 2025 16:37 95% Can't Be Wrong 27:27 Musing on AMD Earnings 39:07 Infoblox's Precrime Capabilities 46:24 Datacenters – from Bits to Qubits 53:20 NVIDIA & AI for the Masses   Insights from Black Hat USA 2025 https://x.com/WillTownTech/status/1953059811635150954   95% Can't Be Wrong https://www.riverlane.com/blog/quantum-error-correction-is-crucial-but-the-ecosystem-isn-t-ready   Musing on AMD Earnings https://d1io3yog0oux5.cloudfront.net/_da9ec69a410f47f77272ab0541c83538/amd/db/841/9167/presentation/AMD+Q2%2725+Earnings+Slides+FINAL+2.pdf    Infoblox's Precrime Capabilities https://x.com/WillTownTech/status/1953209641103434043   Datacenters – from Bits to Qubits https://arxiv.org/pdf/2505.23860   NVIDIA & AI for the Masses https://www.nvidia.com/en-us/data-center/rtx-pro-6000-blackwell-server-edition/    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.

    1h 2m

  8. 08/08/2025

    Game Time Tech Ep 17 with Melody Brue and Robert Kramer

    Step inside the future of sports on episode 17 of Game Time Tech with hosts Melody Brue and Robert Kramer, as they break down how artificial intelligence and digital innovation are redefining everything from world-famous tournaments to your next matchday. This episode dives deep into the most striking tech at Wimbledon 2025—think AI-powered match previews, real-time stats in your pocket, and Hawk-Eye's precision ruling the courts. Discover how players, officials, and fans are getting smarter, faster insights and enjoying a blend of tradition with cutting-edge technology. Next up, explore the Premier League's blockbuster moves with Microsoft and Adobe. Learn how Microsoft's AI and cloud infrastructure are transforming both behind-the-scenes operations and live fan experiences. See how Adobe's creative tools are giving the League's global fanbase more ways than ever to personalize, interact, and express their passion—turning spectators into creators and superfans. The episode also unpacks Globant's "AI or Die" philosophy: why leading sports organizations are weaving AI into every layer of their game, from logistics and player signings to personalized highlights that raise the bar for engagement. Mel and Robert discuss both the promise—and the ongoing challenges—of this transformation, always keeping the human side of sport front and center. Whether you're a diehard tennis or soccer fan, a fantasy league junkie, or just curious about the digital future of competition, this podcast puts you right at the heart of the sports tech revolution. Each week, join us for fresh insights and lively debates about how global leagues, top brands, and tech pioneers are delivering smarter, fairer, and more thrilling experiences for fans everywhere.

    33 min
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About

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.

Information

  • Creator
    Moor Insights & Strategy analysts
  • Years Active
    2021 - 2025
  • Episodes
    100
  • Rating
    Clean
  • Copyright
    © Copyright Moor Insights & Strategy 2021
  • Show Website
    Moor Insights & Strategy Podcast