Ep. 41: MI&S Datacenter Podcast: Talking Palo Alto Networks, LLM, Intel, NTT, Darpa, Broadcom
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
1:42 Insights From Palo Alto Networks Ignite NYC
9:48 Dirty Little LLM Secrets
19:51 Intel Vision - There Are Reasons To Be Optimistic
31:43 NTT Upgrade Preview
38:51 Darpa Does Quantum Benchmarking
44:33 Broadcom VMware Revenues Soar - What Does This Mean?
Insights From Palo Alto Networks Ignite NYC
https://www.linkedin.com/posts/wstown...
Dirty Little LLM Secrets
https://transformer-circuits.pub/2025...
Intel Vision - There Are Reasons To Be Optimistic
https://www.linkedin.com/pulse/two-bi...
NTT Upgrade Preview
https://x.com/TheSixFiveMedia/status/...
Darpa Does Quantum Benchmarking
https://www.darpa.mil/news/2025/compa...
Broadcom VMware Revenues Soar - What Does This Mean?
https://investors.broadcom.com/news-r...
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.