Ep. 52 of the MI&S Datacenter Podcast: We’re Talking HPE, Intel, IBM & AMD, OCP, Qualcomm, Google
Автор: Moor Insights & Strategy
Загружено: 2025-10-27
Просмотров: 52
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
2:32 HPE Securities Analyst Meeting Insights
10:52 Intel Shows Momentum In Its Earnings
20:36 IBM & AMD: Chip TItans Unite
26:58 OCP Scales- Up Ethernet
32:39 Qualcomm Leans Into Inference
40:26 Quantum Echoes: Whispers Of Future Molecules
HPE Securities Analyst Meeting Insights
https://x.com/WillTownTech/status/197...
Intel Shows Momentum In Its Earnings
https://d1io3yog0oux5.cloudfront.net/...
IBM & AMD: Chip TItans Unite
https://www.cnbc.com/2025/10/24/amd-s...
OCP Scales- Up Ethernet
https://www.linkedin.com/posts/wstown...
Qualcomm Leans Into Inferencehttps://www.qualcomm.com/processors/d...
Quantum Echoes: Whispers Of Future Molecules
https://blog.google/technology/resear...
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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