Ep47 Datacenter Podcast Palo Alto Networks & CyberArk, FTQC, Dell, Intel, Microsoft, AI & Consulting

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:

 

Palo Alto Networks & CyberArk

https://www.linkedin.com/posts/wstownsend_palo-alto-networks-announces-agreement-to-activity-7356466398220439554-VZnH?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAAdOCkB7GSD8YuNAaXuDKP_xFHkrnLbNFk

 

What the Hell is FTQC?

https://www.linkedin.com/pulse/beyond-hype-practical-applications-ftqc-paul-smith-goodson-6wsq/

https://www.forbes.com/sites/moorinsights/2025/06/10/ibms-vision-for-a-large-scale-fault-tolerant-quantum-computer-by-2029/

 

How Dell is addressing sustainability in the AI era

https://moorinsightsstrategy.com/research-notes/has-ai-killed-the-sustainability-charge-dell-says-no/

 

Intel plans networking spin off

https://www.linkedin.com/posts/wstownsend_intels-networking-spin-off-desperate-gamble-activity-7356408254513508352-bNdB?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAAdOCkB7GSD8YuNAaXuDKP_xFHkrnLbNFk

 

4D without Glasses

https://azure.microsoft.com/en-us/blog/quantum/2025/06/19/microsoft-advances-quantum-error-correction-with-a-family-of-novel-four-dimensional-codes/

 

AI reinvigorates the consulting game

https://www.linkedin.com/feed/update/urn:li:activity:7356342771839848448/

 

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.