DataCenter Podcast: Episode 49 – Talking NVIDIA, VMware Explore 2025, Cisco, HPE, Earnings

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!

This week’s episode covers:

00:00 Intro
3:42 NVIDIA’s Datacenter Bridge
11:28 VMware Explore Recap – Private Cloud Is Cool Again
26:05 Cisco Earnings & HPE Expectations
43:21 Earnings Season Is In Full Force – Pure, Nutanix, NVIDIA (oh my)

NVIDIA’s Datacenter Bridge

VMware Explore Recap – Private Cloud Is Cool Again

Cisco Earnings & HPE Expectations

Earnings Season Is In Full Force – Pure, Nutanix, NVIDIA (oh my)

Watch the episode 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. 

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