Ep. 51 MI&S Datacenter Podcast: Talking ...

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.