DataCenter Podcast: Episode 46 – Palo Alto Networks, Microsoft, AWS, Zscaler, Q-CTRL & IBM Power11 in Action

This week on the DataCenter Podcast, hosts Matt Kimball, Will Townsend, and Paul Smith-Goodson explore game-changing tech shifts in enterprise and infrastructure. From Palo Alto Networks teaming up with Okta for AI-driven endpoint and identity security, to AWS’s launch of Bedrock Agent Core for full lifecycle agentic AI development, innovation is accelerating fast. IBM’s Power11 expansion aims to modernize hybrid cloud workloads, while Zscaler Cellular offers SIM-based zero trust for mobile and IoT devices. And Microsoft’s investment in Q-North signals momentum in logical-qubit quantum computing.

Topics Covered:

Palo Alto Networks & Okta Partnership – AI-powered endpoint protection meets leading identity access management to deliver tighter enterprise security.
Microsoft Backs Quantum Q-North – Strategic investment into Denmark-based Q-North drives development of logical qubit-powered quantum computing.
AWS Launches Bedrock Agent Core – A full lifecycle automation platform helping developers streamline agentic AI from concept to deployment.
Zscaler Cellular Debuts – SIM-based zero trust solution offers agentless mobile and IoT security that’s simple, scalable, and effective.
IBM Power11 Expands Reach – New scale-out and scale-up platforms target hybrid cloud and AI workloads, challenging traditional infrastructure markets.

Watch the video here:

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
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.

Will Townsend
VP & Principal Analyst |  + posts

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
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. 

Patrick Moorhead
Founder, CEO and Chief Analyst |  + posts

Patrick Moorhead is the founder, CEO, and chief analyst of Moor Insights & Strategy. His big-picture view of technology is grounded in more than 20 years as an executive leading strategy, product management, product marketing, and corporate marketing functions at NCR, AT&T, Compaq, and AMD. He has shared his expertise in areas from silicon to infrastructure to enterprise SaaS and everything in-between in thousands of national broadcast appearances (CNBC, Yahoo Finance), articles (Forbes, CIO), research-based analyses, and podcast episodes. Today, he has 100+ CXO-level advisory clients and is often ranked the #1 technology industry analyst by ARInsights.

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