AMD EPYC Venice, Agentic AI and Space-Based Data Centers — Ep 60 MI&S DataCenter Podcast

July 31, 2026

In this episode of the Moor Insights & Strategy DataCenter Podcast, Matt Kimball and Paul Smith-Goodson examine how AI is reshaping data center infrastructure—from the possibility of putting advanced AI systems in space to the increasingly important role CPUs will play in enterprise AI and agentic workloads.

They discuss AMD’s sixth-generation EPYC “Venice” processor, NVIDIA Vera, CPU architecture for agentic AI, memory and core connectivity, and why the traditional x86-versus-Arm debate is becoming less useful. The conversation also explores heterogeneous computing, infrastructure flexibility and the practical considerations enterprises will face as AI agents proliferate.

Key Topics Covered:

Why space-based data centers could offer a potential containment model for future superintelligent AI systems
The operational trade-offs between Earth, low Earth orbit, higher orbits and Lagrange points for AI infrastructure
How AMD used its Advancing AI event to reassert the importance of EPYC CPUs within the AI computing stack
How sixth-generation AMD EPYC “Venice” compares with NVIDIA Vera on performance, efficiency and memory throughput
Why agentic AI places new demands on CPU core connectivity, memory bandwidth and orchestration
Why enterprises may need to evaluate CPUs around fleets of agents and sub-agents rather than single-agent latency
Why Matt Kimball argues the x86-versus-Arm debate no longer reflects how enterprises should evaluate AI infrastructure
The distinction between vertical integration and genuinely heterogeneous computing across multiple silicon vendors
Why real-world workload performance will matter more than vendor benchmarks when enterprises choose AI infrastructure
How lower-power, air-cooled inference accelerators could make enterprise AI easier to deploy within existing data center environments

Watch the full episode:

Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show, its contents should not be taken as investment advice.

Matt Kimball

VP & Principal Analyst | + posts

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.

Paul Smith-Goodson

VP & Principal Analyst | + posts

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.