Ep. 39 of the MI&S Datacenter Podcast: We’re Talking IonQ, Siemens, AI Alliance, OEM

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!

We will be talking on this week’s show about:

00:00 Intro
1:53 IonQ - 4th Sale To The Air Force
9:55 A Recap Of The Siemens Datacenter Analyst Summit
17:58 AI Alliance's Exponential Growth (Again In 2025)
26:02 OEM Earnings Season Overview

IonQ - 4th Sale To The Air Force
https://ionq.com/news/ionq-commissions-ground-breaking-quantum-system-at-the-u-s-air-force

A Recap Of The Siemens Datacenter Analyst Summit
https://www.linkedin.com/feed/update/urn:li:activity:7301274330808659970/

AI Alliance's Exponential Growth (Again In 2025)
https://thealliance.ai

OEM Earnings Season Overview
https://investors.hpe.com/~/media/Files/H/HP-Enterprise-IR/documents/q1-2025/hpe-q1-fy25-earnings-presentation.pdf

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.

Видео Ep. 39 of the MI&S Datacenter Podcast: We’re Talking IonQ, Siemens, AI Alliance, OEM канала Moor Insights & Strategy