Datacenter Podcast: Episode 35 – Talking Extreme Networks, OpenAI, Oracle, Microsoft, IonQ, Dell

On this week’s edition of MI&S Datacenter Podcast, Moor Insights & Strategy co-hosts Matt, Will, and Paul analyze the week’s top datacenter and datacenter edge news. They talk Extreme Networks, OpenAI, Oracle, and more!

Watch the video here:

Listen to the audio here:

3:38 Can Extreme Networks Vie for Share in 2025?
12:51 Do We Really Know How To Do It?
19:21 Oracle Exadata X11M – The Real Data Platform
28:51 Microsoft Betting Big on AI Data Centers in 2025
36:50 Entangled Ambitions
42:23 Dell Embraces OCP
50:16 Getting To Know The Team

Can Extreme Networks Vie for Share in 2025?
https://www.extremenetworks.com/resources/blogs/introducing-extreme-platform-one

Do We Really Know How To Do It?
https://blog.samaltman.com/reflections

Oracle Exadata X11M – The Real Data Platform
https://www.oracle.com/news/announcement/oracle-introduces-exadata-x11m-platform-2025-01-07/%C3%82%C2%A0

Microsoft Betting Big on AI Data Centers in 2025
https://blogs.microsoft.com/on-the-issues/2025/01/03/the-golden-opportunity-for-american-ai/

Entangled Ambitions
https://investors.ionq.com/news/news-details/2025/IonQ-Completes-Acquisition-of-Qubitekk-Solidifying-Leadership-in-Quantum-Networking/default.aspx

Dell Embraces OCP
https://moorinsightsstrategy.com/research-papers/evaluation-of-open-compute-modular-hardware-specification/%C3%82

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.

Matt Kimball
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Matt Kimball is a Moor Insights & Strategy senior datacenter analyst covering servers and storage. Matt’s 25 plus years of real-world experience in high tech spans from hardware to software as a product manager, product marketer, engineer and enterprise IT practitioner.  This experience has led to a firm conviction that the success of an offering lies, of course, in a profitable, unique and targeted offering, but most importantly in the ability to position and communicate it effectively to the target audience.

Will Townsend

Will Townsend manages the networking and security practices for Moor Insights & Strategy focused on carrier infrastructure providers, carrier services, enterprise networking and security. He brings over 30 years of technology industry experience in a variety of product, marketing, channel, business development and sales roles to his advisory position.

Paul Smith-Goodson

Paul Smith-Goodson is the Moor Insights & Strategy Vice President and Principal Analyst for quantum computing and artificial intelligence.  His early interest in quantum began while working on a joint AT&T and Bell Labs project and, during 360 overviews of Murray Hill advanced projects, Peter Shor provided an overview of his ground-breaking research in quantum error correction. 

Patrick Moorhead

Patrick founded the firm based on his real-world world technology experiences with the understanding of what he wasn’t getting from analysts and consultants. Ten years later, Patrick is ranked #1 among technology industry analysts in terms of “power” (ARInsights)  in “press citations” (Apollo Research). Moorhead is a contributor at Forbes and frequently appears on CNBC. He is a broad-based analyst covering a wide variety of topics including the cloud, enterprise SaaS, collaboration, client computing, and semiconductors. He has 30 years of experience including 15 years of executive experience at high tech companies (NCR, AT&T, Compaq, now HP, and AMD) leading strategy, product management, product marketing, and corporate marketing, including three industry board appointments.