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.