In this episode of the Moor Insights & Strategy DataCenter Podcast, analysts Matt Kimball and Paul Smith-Goodson unpack two critical shifts shaping the future of AI and infrastructure.
First, they explore the concept of “artificial stupidity”—the unintended, emergent behaviors of AI systems—and the growing risks tied to rapid, competitive development. From rogue AI agents to proposed legislation that could halt data center expansion, the conversation highlights the tension between innovation and control.
Then, the focus shifts to ARM’s entry into the merchant CPU market with its new AGI CPU. The discussion examines what this means for hyperscalers, enterprise adoption, and the broader competitive landscape—especially for Intel and AMD.
This is a grounded, strategic look at where AI infrastructure is heading—and what leaders should actually be paying attention to.
Watch the full episode below:
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 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 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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