Moor Insights & Strategy Podcast: Recent Episodes
Moor Insights & Strategy analysts
Top-ranked boutique technology industry analyst firm Moor Insights & Strategy analysts analyze the tech industry's biggest news each and every week and also conduct interviews with tech industry "Insiders" on a regular basis.
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:
AMD's Keys to the Kingdom
https://www.linkedin.com/posts/wstownsend_amd-cisco-and-humain-to-form-joint-venture-activity-7397685967555526656-7Wfq?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAAdOCkB7GSD8YuNAaXuDKP_xFHkrnLbNFk
Microsoft Cobalt 200 - Coming to an Enterprise Near You https://www.cio.com/article/4094300/nvidia-chips-sold-out-cut-back-on-ai-plans-or-look-elsewhere.html https://www.datacenterknowledge.com/data-center-chips/microsoft-launches-cobalt-200-chip-and-expands-azure-ai-platform
QEC is QED
https://arxiv.org/abs/2510.21600
Cisco's AI Ambitions
https://www.geekwire.com/2025/cisco-to-acquire-seattle-area-ai-startup-neuralfabric-expanding-push-into-enterprise-generative-ai/
Struggling with AI Chips? Here's a Thought
https://www.cio.com/article/4094300/nvidia-chips-sold-out-cut-back-on-ai-plans-or-look-elsewhere.html
IBM has Two New Birds
https://newsroom.ibm.com/2025-11-12-ibm-delivers-new-quantum-processors,-software,-and-algorithm-breakthroughs-on-path-to-advantage-and-fault-tolerance
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.
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:
Can Arista Push Past The Data Center?
https://investors.arista.com/Communications/Press-Releases-and-Events/Press-Release-Detail/2025/Arista-Networks-Inc--Reports-Third-Quarter-2025-Financial-Results/default.aspx
Are VAST & CoreWeave The Wonder Twins?
https://www.linkedin.com/feed/update/urn:li:activity:7392244888316280832/
Qubit Wars: The Power Players
https://arxiv.org/pdf/2502.06471
Cisco Partner Summit 2025 Insights
https://www.linkedin.com/posts/wstownsend_cisco-supercharges-its-secure-enterprise-activity-7391366688908292096-iB6K?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAAdOCkB7GSD8YuNAaXuDKP_xFHkrnLbNFk
My Case For AMD In Enterprise AI
https://www.theregister.com/2025/11/05/amd_pins_its_hopes_on/
DARPA's Quantum Elite
https://newsroom.ibm.com/2025-11-06-ibm-advances-to-next-phase-of-darpa-quantum-benchmarking-initiative
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.
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:
HPE Securities Analyst Meeting Insights
https://x.com/WillTownTech/status/1978542076330745891
Intel Shows Momentum In Its Earnings https://d1io3yog0oux5.cloudfront.net/_a9c76828df1af0b055f7cffea57824a7/intel/db/887/9148/earnings_presentation/Q3+2025+Earnings+Deck+Revised.pdf
IBM & AMD: Chip TItans Unite
https://www.cnbc.com/2025/10/24/amd-stock-pops-on-report-ibm-can-use-its-chips-for-quantum-computing.htm
OCP Scales- Up Ethernet
https://www.linkedin.com/posts/wstownsend_ocpsummit25-activity-7383931564897984513-MA2m?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAAdOCkB7GSD8YuNAaXuDKP_xFHkrnLbNFk
Qualcomm Leans Into Inference https://www.qualcomm.com/processors/data-center
Quantum Echoes: Whispers Of Future Molecules
https://blog.google/technology/research/google-willow-quantum-chip/
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.
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
9:03 SailPoint’s Agentic Wind
19:36 Only Cheaters Bid With Quantum
24:36 The Intel Comeback Tour Continues
30:14 Marvell’s System Development Journey
33:43 Microfluidics Can Be Massively Disruptive
39:37 Latency Could Undo The IBM-AMD Supercomputer
SailPoint’s Agentic Wind
https://www.linkedin.com/posts/wstownsend_sailpoint-ushers-in-new-era-of-adaptive-identity-activity-7378794063438778368-Nt-f?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAAdOCkB7GSD8YuNAaXuDKP_xFHkrnLbNFk
Only Cheaters Bid With Quantum
https://arxiv.org/pdf/2509.17715v1
The Intel Comeback Tour Continues https://www.linkedin.com/feed/update/urn:li:activity:7378195648267001857/
Marvell’s System Development Journey
https://moorinsightsstrategy.com/analyst-insight-marvells-trailblazing-efforts-in-system-development/
Microfluidics Can Be Massively Disruptive https://www.linkedin.com/feed/update/urn:li:activity:7377106369843441664/
Latency Could Undo The IBM-AMD Supercomputer
https://newsroom.ibm.com/2025-08-26-ibm-and-amd-join-forces-to-build-the-future-of-computing
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.
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:
Getting Splunky
https://www.linkedin.com/posts/wstownsend_splunkconf25-activity-7371179885823709184-ETLK?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAAdOCkB7GSD8YuNAaXuDKP_xFHkrnLbNFk
More Earnings - HPE & Oracle https://investor.oracle.com/investor-news/news-details/2025/Oracle-Announces-Fiscal-Year-2026-First-Quarter-Financial-Results/default.aspx
Intel’s Datacenter Reset
https://www.datacenterknowledge.com/data-center-chips/intel-s-data-center-reset-new-leadership-signals-significant-shift
NVIDIA Goes Large (Context)
https://www.datacenterknowledge.com/data-center-chips/nvidia-showcases-inference-chops-with-rubin-cpx-preview
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.
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:
NVIDIA’s Datacenter Bridge
https://www.linkedin.com/posts/wstownsend_nvidia-introduces-spectrum-xgs-ethernet-to-activity-7364700917142622209-5GJB?utm_source=share&utm_medium=member_ios&rcm=ACoAAAAdOCkB7GSD8YuNAaXuDKP_xFHkrnLbNFk
VMware Explore Recap - Private Cloud Is Cool Again https://www.forbes.com/sites/patrickmoorhead/2025/08/26/vcf-and-private-ai-take-center-stage-at-vmware-explore-2025/
Cisco Earnings & HPE Expectations
https://www.linkedin.com/posts/wstownsend_cisco-fy-2025-earnings-insights-solid-activity-7362182259321303041-37aN?utm_source=share&utm_medium=member_ios&rcm=ACoAAAAdOCkB7GSD8YuNAaXuDKP_xFHkrnLbNFk
Earnings Season Is In Full Force - Pure, Nutanix, NVIDIA (oh my)
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.
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
4:09 Insights from Black Hat USA 2025
16:37 95% Can’t Be Wrong
27:27 Musing on AMD Earnings
39:07 Infoblox’s Precrime Capabilities
46:24 Datacenters – from Bits to Qubits
53:20 NVIDIA & AI for the Masses
Insights from Black Hat USA 2025
https://x.com/WillTownTech/status/1953059811635150954
95% Can’t Be Wrong
https://www.riverlane.com/blog/quantum-error-correction-is-crucial-but-the-ecosystem-isn-t-ready
Musing on AMD Earnings
https://d1io3yog0oux5.cloudfront.net/_da9ec69a410f47f77272ab0541c83538/amd/db/841/9167/presentation/AMD+Q2%2725+Earnings+Slides+FINAL+2.pdf
Infoblox’s Precrime Capabilities
https://x.com/WillTownTech/status/1953209641103434043
Datacenters – from Bits to Qubits
https://arxiv.org/pdf/2505.23860
NVIDIA & AI for the Masses https://www.nvidia.com/en-us/data-center/rtx-pro-6000-blackwell-server-edition/
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.
Step inside the future of sports on episode 17 of Game Time Tech with hosts Melody Brue and Robert Kramer, as they break down how artificial intelligence and digital innovation are redefining everything from world-famous tournaments to your next matchday. This episode dives deep into the most striking tech at Wimbledon 2025—think AI-powered match previews, real-time stats in your pocket, and Hawk-Eye’s precision ruling the courts. Discover how players, officials, and fans are getting smarter, faster insights and enjoying a blend of tradition with cutting-edge technology.
Next up, explore the Premier League’s blockbuster moves with Microsoft and Adobe. Learn how Microsoft’s AI and cloud infrastructure are transforming both behind-the-scenes operations and live fan experiences. See how Adobe’s creative tools are giving the League’s global fanbase more ways than ever to personalize, interact, and express their passion—turning spectators into creators and superfans.
The episode also unpacks Globant’s “AI or Die” philosophy: why leading sports organizations are weaving AI into every layer of their game, from logistics and player signings to personalized highlights that raise the bar for engagement. Mel and Robert discuss both the promise—and the ongoing challenges—of this transformation, always keeping the human side of sport front and center.
Whether you’re a diehard tennis or soccer fan, a fantasy league junkie, or just curious about the digital future of competition, this podcast puts you right at the heart of the sports tech revolution. Each week, join us for fresh insights and lively debates about how global leagues, top brands, and tech pioneers are delivering smarter, fairer, and more thrilling experiences for fans everywhere.
In Episode 11 of The Enterprise App Pod, hosts Melody Brue and Robert Kramer tackle the front lines of Industry 5.0—the new era where AI meets human collaboration to redefine how we work and innovate. This high-energy episode breaks down the evolution from mechanization to intelligent, human-centric operations, spotlighting how ERP and modern tech are becoming the nerve center for sustainable, adaptable, and people-first businesses.
Get the inside story as Mel and Robert discuss:
- Industry 5.0 and the Evolution of Work: Explore the shift from efficiency-focused automation to human-AI teamwork, mass personalization, and the rise of resilient, sustainable operations. Hear how companies are leveraging digital twins, IoT, and AI agents to empower smarter decisions and flexible, creative problem-solving.
- Adobe Analytics and the 1,200% Surge in GenAI Search: Unpack the seismic jump in web traffic driven by generative AI platforms. With traditional SEO giving way to “AIO” (AI optimization), learn why businesses must now retool content to be machine-readable and front-of-mind for AI-powered discovery engines.
- Figma’s IPO and the SaaS Playbook Rewrite: Dive into Figma’s blockbuster IPO and what its soaring valuation means for competitors like Canva and Adobe—and for the entire SaaS landscape. The episode explains why cloud-native, AI-empowered platforms now set the gold standard for growth and public market excitement.
- Mitel’s Restructuring: Reset or Reinvention?: The team analyzes Mitel’s much-watched restructuring—why slashing debt isn’t enough, the tough road ahead for customer trust, and the brutal realities of competing against agile, AI-driven cloud rivals. The conversation explores what it takes for legacy vendors like Mitel and Avaya to shift from survivors to true innovators.
Tune in for actionable insights, clear breakdowns, and pragmatic advice for enterprises navigating digital transformation, AI disruption, and the road ahead in work and technology. Whether you geek out over ERP, SaaS, or just want to stay ahead of tech’s fastest shifts, this episode delivers the clarity and strategy you need.
On this week’s episode of The G2 on 5G, hosts Will Townsend and Anshel Sag discuss the following six topics:
- Telefonica’s Huawei Transition Strategy A phased regional approach to phasing out Huawei infrastructure, with Europe advancing and Brazil holding steady.
- Dish’s Latest Spectrum Payment A last-minute FCC payment keeps Dish out of default and raises questions about long-term strategy.
- Nokia’s Subsea Cable Expansion Key wins in global subsea networking boost connectivity for AI data centers and beyond.
- Wi-Fi 8 Spec Update New details on the 802.11bn standard reveal enterprise-focused enhancements and reduced latency.
- OpenRAN Deployment Milestone Live multi-vendor R-APP deployment marks progress in programmable mobile networks.
- Samsung Fold7 and Flip7 Demand Record-breaking pre-orders signal strong consumer interest in foldable devices.
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:
Palo Alto Networks & CyberArk
https://www.linkedin.com/posts/wstownsend_palo-alto-networks-announces-agreement-to-activity-7356466398220439554-VZnH?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAAdOCkB7GSD8YuNAaXuDKP_xFHkrnLbNFk
What the Hell is FTQC?
https://www.linkedin.com/pulse/beyond-hype-practical-applications-ftqc-paul-smith-goodson-6wsq/
https://www.forbes.com/sites/moorinsights/2025/06/10/ibms-vision-for-a-large-scale-fault-tolerant-quantum-computer-by-2029/
How Dell is addressing sustainability in the AI era
https://moorinsightsstrategy.com/research-notes/has-ai-killed-the-sustainability-charge-dell-says-no/
Intel plans networking spin off
https://www.linkedin.com/posts/wstownsend_intels-networking-spin-off-desperate-gamble-activity-7356408254513508352-bNdB?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAAdOCkB7GSD8YuNAaXuDKP_xFHkrnLbNFk
4D without Glasses
https://azure.microsoft.com/en-us/blog/quantum/2025/06/19/microsoft-advances-quantum-error-correction-with-a-family-of-novel-four-dimensional-codes/
AI reinvigorates the consulting game
https://www.linkedin.com/feed/update/urn:li:activity:7356342771839848448/
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.
In this episode of Game Time Tech, Lewis Smithingham, EVP of Strategic Industries at Media.Monks, joins hosts Melody Brue and Robert Kramer for an unfiltered deep-dive into how sports has become the ultimate proving ground for emerging tech. From VR broadcasts to hybrid remote production on AWS, Lewis reveals the hidden world of live production, fan engagement, and the future of sports infrastructure.
Top Tech Takeaways:
- Cloud is changing the game: Media.Monks embraced AWS-powered workflows out of necessity and found scalable, profitable, and shockingly sustainable results.
- Remote production in sports allows global teams to broadcast massive events while still making it home for dinner.
- Sports are evolving from linear monoculture to multi-platform entertainment, a shift essential to reaching new generations of fans.
Sports as tech test bed: Lewis compares the impact of Taylor Swift at the Super Bowl to the moon landing, seriously, and shows why data and experience intersect in sports more than anywhere else.
Episode 15 of Game Time Tech marks the start of a “hot sports tech summer,” where hosts Melody Brue and Robert Kramer delve into the intersection of live sports and enterprise innovation. From advanced fan experiences to athlete analytics, the show highlights how major tech players are redefining operational efficiency, safety, and media strategy across some of the world’s most visible sporting events.
The hosts break down how T-Mobile’s private 5G turned the PGA Championship into a real-time tech showcase, SailGP's racecourse into a precision-driven safety zone, and how Lenovo’s FIFA and F1 partnerships bring performance and connectivity to the global stage. They also preview Snowflake’s ambitious plans for the 2028 Olympics — a massive data effort aimed at empowering athletes and fans alike.
Highlights include:
- T-Mobile’s 5G at the PGA Championship Enabled seamless fan experiences and enhanced broadcast agility across complex terrain — minus the cable clutter. ⛵
- SailGP’s real-time racing tech Used sub-10 millisecond latency and network slicing to support sailor safety, telemetry, and first responder communications.
- Lenovo + FIFA World Cups 2026 & 2027 Blends brand play and smart infrastructure, supporting all 32 teams with tablets, smartphones, and collaboration platforms.
- Formula One Innovation Lenovo delivers diagnostics and real-time analytics, while other partners push sustainability and safety boundaries.
- Snowflake’s Olympic Data Strategy Powers training, performance tracking, medical insights, and fan engagement as the data platform for the 2028 Summer Olympics.
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:
Palo Alto Networks & Okta Partnership
https://x.com/WillTownTech/status/1945223993096655338
Microsoft, Atom Computing, & Magne
https://www.qunorth.com
AWS Summit & The Agentic Lifecycle
https://www.linkedin.com/feed/update/urn:li:activity:7351302065609994240/
Zscaler’s Zero Trust Solution Scales
https://www.linkedin.com/posts/wstownsend_zscaler-extends-zero-trust-platform-to-enable-activity-7348392046908358658-1XcG?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAAdOCkB7GSD8YuNAaXuDKP_xFHkrnLbNFk
Next-Gen Naval Nav
https://thequantuminsider.com/2025/07/16/q-ctrls-new-maritime-quantum-navigation-solution-successfully-undergoes-first-defense-trials-at-sea/
IBM Power11 & TAM Expansion
https://www.forbes.com/sites/patrickmoorhead/2025/07/14/ibm-aims-to-expand-its-infrastructure-market-reach-with-power11/
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.
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:
2:15 Cisco Charts Its Agentic AI Course
12:07 AMD Launches The Latest Salvo In The AI Silicon War
24:02 HPE Discover Insights; Juniper Acquisition Clears
40:59 Pure Cloudifies Storage With EDC
Cisco Charts Its Agentic AI Course
https://www.linkedin.com/posts/wstownsend_cisco-charts-its-agentic-ai-journey-at-cisco-activity-7341209119069978625-9uXg?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAAdOCkB7GSD8YuNAaXuDKP_xFHkrnLbNFk
AMD Launches The Latest Salvo In The AI Silicon War https://www.amd.com/en/blogs/2025/amd-instinct-mi350-series-and-beyond-accelerating-the-future-of-ai-and-hpc.html#:~:text=Powering%20Tomorrow's%20AI%20Workloads,for%20inference%20and%20training%20alike.&text=With%20flexible%20air%2Dcooled%20and,an%20industry%20standards%2Dbased%20infrastructure
HPE Discover Insights; Juniper Acquisition Clears
https://www.linkedin.com/posts/wstownsend_discover-activity-7343617573436932097-sTk1?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAAdOCkB7GSD8YuNAaXuDKP_xFHkrnLbNFk
Pure Cloudifies Storage With EDC
https://www.purestorage.com/company/newsroom/press-releases/pure-storage-introduces-the-enterprise-data-cloud.html#:~:text=Matt%20Kimball%2C%20Vice%20President%20&%20Principal,a%20way%20that's%20actionable%20today
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.
Join Moor Insights & Strategy analysts Will Townsend and Anshel Sag as they dive into the latest developments in the 5G industry. In this episode, they discuss Nokia’s leadership shake-up, T-Mobile’s partnership with SpaceX, Ericsson’s latest industry moves, and much more.
Topics Covered in This Episode:
- Nokia’s New CEO Announcement – The impact of Intel executive Justin Hotard stepping into Nokia’s leadership role.
- T-Mobile & SpaceX Partnership – How T-Mobile’s satellite connectivity plan is evolving and what it means for consumers.
- Ericsson’s Industry Innovations – Exploring Ericsson’s expanding footprint in 5G and enterprise applications.
- Super Bowl & 5G Insights – Breaking down key moments from Super Bowl Sunday and 5G’s role in live event connectivity.
- 5G REDCap & Smart Grid Developments – Examining O2 Telefónica’s trial with Germany’s energy sector.
- Private 5G Networks in Texas – How Ericsson and LCRA are rolling out private cellular networks across Texas counties.
On this episode of The G2 on 5G, Will Townsend and Anshel Sag, dive into the latest advancements in 5G, AI, and satellite communications.They discuss Verizon's AI-driven small business solutions, Sateliot’s latest funding push, and SoftBank’s increasing investment in AI infrastructure.
Their Discussion Covers:
- Verizon’s AI Assistant for Small Businesses: How Verizon is integrating AI into customer support, boosting efficiency for small business owners.
- Sateliot’s Expansion & Spanish Government Grant: Sateliot secures $15M in funding to accelerate its satellite network for global IoT connectivity.
- SoftBank’s AI Telecom Ambitions: The company unveils its Large Telecom Model (LTM) designed to optimize networks with AI-driven intelligence.
- Ampere Acquisition & ARM-Powered AI: SoftBank’s strategic move to acquire Ampere, strengthening its AI and cloud computing portfolio.
- The Future of AI in Telecom: NVIDIA, Cisco, and T-Mobile’s joint efforts in AI-RAN and the vision for AI-native 6G infrastructure.
- T-Mobile’s Spectrum Swap & Strategic Positioning: How T-Mobile is refining its network strategy with 600 MHz spectrum acquisitions.
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:
Can Extreme Networks Compete In The Datacenter & Beyond?
https://x.com/WillTownTech/status/1924771544942969289
AI Déjà Vu All Over Again?
https://www.wsj.com/tech/ai/what-sam-altman-told-openai-about-the-secret-device-hes-making-with-jony-ive-f1384005?
DTW 2025 - Private Cloud & Automation
https://www.linkedin.com/feed/update/urn:li:activity:7331038772580519936/
DTW 2025 - Is Dell’s Approach To AI Networking Competitive?
https://x.com/WillTownTech/status/1925052764989620363
IBM’s New Access Pricing Plan
https://www.ibm.com/quantum/blog/flex-pla
VAST & The AI OS
https://www.linkedin.com/feed/update/urn:li:activity:7331019662203228161/
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.
Join Moor Insights & Strategy hosts, Will Townsend and Anshel Sag, on The G2 on 5G Podcast. In this episode, they explore the latest developments in the 5G industry, including mobile network operator earnings, T-Mobile's advancements in 5G technology, AT&T's fixed wireless access strategy, Motorola's latest Razr innovation, Ericsson's mining applications, and Verizon's 5G slicing technology.
Their discussion covers:
-
MNO Earnings Insights: Analysis of financial results from top mobile network operators, including market trends and future projections.
-
T-Mobile's 5G: Advanced Evolution - How T-Mobile is pushing 5G technology forward and what it means for consumers and enterprises.
-
AT&T's Fixed Wireless Access (FWA) Strategy: Examining AT&T’s approach to FWA and its impact on broadband competition.
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Motorola’s Razr Innovation: A closer look at Motorola’s newest Razr model and how foldable phones are evolving.
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Ericsson's Mining Applications: How Ericsson is leveraging 5G for advanced mining solutions and safety improvements.
- Verizon's 5G Network Slicing: Understanding Verizon’s approach to 5G slicing and its potential for enterprise connectivity.
In this episode of The G2 on 5G, Will Townsend and Anshel Sag discuss the latest developments in 5G technology, private networks, and industry trends. In this episode, they explore major industry moves by Celona, T-Mobile’s latest expansion, private 5G adoption in sports, and how Hyundai and Disney are leveraging advanced connectivity.
Their Discussion Covers:
📡 Celona's Private 5G Momentum: The company's focus on enterprise 5G networks, enabling digital transformation for industries including healthcare, retail, and manufacturing.
🏈 Dallas Cowboys and Private 5G: How sports franchises, including the Cowboys, are exploring private 5G for enhanced fan engagement and operational efficiency.
📶 T-Mobile’s 5G Expansion: The carrier’s latest initiatives to strengthen its nationwide 5G coverage, including strategic partnerships and network improvements.
🎥 Disney’s 5G Innovations: How Disney is leveraging 5G and edge computing for immersive entertainment experiences.
🚘 Hyundai and Smart Mobility: The automotive giant’s advances in connected car technology, using 5G for autonomous driving and enhanced vehicle communication.
🛜 The Future of 5G in Business: Emerging use cases for enterprise applications, including AI-driven insights and network optimization.
In this episode of The G2 on 5G, Will Townsend and Anshel Sag explore the latest advancements in 5G, including T-Mobile’s early experiments with 6G, AST SpaceMobile’s collaboration with AT&T for FirstNet trials, and Vodafone’s impressive IoT growth. They also discuss Google's Pixel 9a, MediaTek’s newest chipset innovations, and the push for 5G REDCap adoption.
Their discussion covers:
📡 T-Mobile & Nokia Testing 6G Spectrum: The FCC granted T-Mobile permission to test prototype wireless equipment, paving the way for future deployment of ultra-fast connectivity.
🛰️ AST SpaceMobile & AT&T FirstNet Collaboration: AT&T is set to test direct-to-cell satellite connectivity, expanding FirstNet's capabilities for emergency services.
🔗 Vodafone Hits 200M IoT Connections: The telecom giant has seen rapid growth, proving IoT monetization is accelerating globally.
📱 Pixel 9a Launch: Google’s mid-range smartphone packs flagship-like performance with its Tensor G4 processor and long-lasting battery life at an affordable price.
⚡ MediaTek’s Newest Chipsets: The company introduces the Dimensity 9400+ and Kompanio Ultra, enhancing AI-powered devices and Chromebooks.
🚀 5G REDCap Advancements: The GSA forms an industry group to drive REDCap adoption, accelerating the shift to standalone 5G for wearables and IoT.
In this episode of The G2 on 5G, analysts Will Townsend and Anshel Sag return after traveling, to discuss six key topics shaping the 5G landscape. They cover AST SpaceMobile’s shift toward a consumer satellite service, EchoStar’s FCC investigation, Mobile World Congress Las Vegas’ rebrand, T-Mobile’s latest network advancements, new security initiatives in partnership with Palo Alto Networks, and Xiaomi’s upcoming smartphone SoC.
Topics Covered:
🛰 AST SpaceMobile's Consumer Satellite Push: A significant strategy shift: AST SpaceMobile aims to launch a beta satellite-based consumer service by the end of 2025, with a full rollout in 2026. How will this affect the telecom landscape?
📡 EchoStar’s FCC Investigation: SpaceX alleges that EchoStar is underutilizing its spectrum. Is this just political maneuvering, or does the investigation signal broader industry shifts?
🏢 MWC Las Vegas Rebrand: Can its pivot toward enterprise solutions revive attendance, or is it time to retire the event entirely?
📊 T-Mobile’s 5G Network Strength: A UCLA study shows T-Mobile leading in mobile network performance with median download speeds of 442 Mbps. What does this mean for consumer connectivity?
🔒 Security & 5G SASE: Both AT&T and T-Mobile partner with Palo Alto Networks to bolster their 5G security solutions, enhancing enterprise protections.
📱 Xiaomi’s New Smartphone SoC: The Chinese tech giant is set to launch an in-house smartphone chip, potentially signaling a broader industry trend.
In this episode of The Enterprise Applications Podcast, hosts Melody Brue and Robert Kramer dive into the transformative power of IBM watsonx.data, live from IBM Think in Boston. They discuss how enterprises can unlock the potential of generative AI by addressing one of the biggest challenges in AI adoption- managing vast and complex unstructured data. From new IBM features to real-world success stories, they unpack what enterprises need to do beyond technology to fully embrace AI at scale.
🚀 Scaling AI with watsonx.data
- IBM has positioned watsonx.data as a key platform for enterprise AI adoption.
- With 90% of enterprise data being unstructured, businesses are barely utilizing 1% of it- watsonx.data solves this by making fragmented data usable.
- The platform integrates data from hybrid cloud and on-premise sources into a unified lakehouse, enabling AI models to leverage enterprise-specific information.
🛠 New IBM Features for 2025
- watsonx.data intelligence: Enhances AI-driven insights for structured and unstructured data.
- watsonx.data integration: Streamlines data connectivity and governance for AI adoption.
- Db Assistant: Provides automation and AI-powered data management capabilities.
- Expanded focus on AI readiness- helping companies structure and clean data for better AI performance.
💼 Beyond Technology: The Role of AI Readiness
- AI adoption isn’t just about the tech—it requires change management and data preparation.
- Enterprises need clean, categorized data before AI can maximize its value.
- Readiness includes company culture shifts, innovation aptitude, and process adjustments to fully leverage generative AI.
🔥 IBM’s Message at Think 2025: The Urgency to Modernize
- The time to embrace automation and AI is now- manual processes won’t sustain long-term competitiveness.
- AI and automation reduce operational complexity, helping enterprises unlock new efficiencies.
- IBM’s push for AI-driven enterprise transformation highlights the importance of data readiness as the foundation for success.
In this episode of The Enterprise Applications Podcast, hosts Melody Brue and Robert Kramer dive into the latest developments in enterprise technology. They discuss key takeaways from Google Cloud Next, insights from Microsoft’s Work Trend Index, updates from Canva Create, and major announcements from Adobe MAX London. Plus, they break down big tech earnings from SAP, IBM, and ServiceNow.
🚀 Google Cloud Next
- AI as an operating layer: Moving beyond experimental features to foundational enterprise integration.
- Workspace innovations: AI-powered tools like Google Vids and Workspace Flows streamline productivity.
🎨 Canva Create
- Enterprise expansion: Canva’s push into large-scale business adoption.
- AI-driven design: New features like automated data visualization and enhanced workflow tools.
💼 Microsoft Work Trend Index
- AI’s role in the workplace: How AI is reshaping productivity and employee expectations.
- Workforce adaptation: The importance of upskilling and managing AI-driven workflows.
🎬 Adobe MAX London
- Firefly advancements: New AI-powered image and video models enhance creative workflows.
- Next-gen content creation: Adobe’s push for mobile-first and web-based creative tools.
📈 Big Tech Earnings – SAP, IBM, and ServiceNow
- SAP’s cloud momentum: Strong growth driven by ERP modernization and AI-powered supply chain solutions.
- IBM’s AI shift: Hybrid cloud and AI integration fuel revenue, despite mainframe declines.
- ServiceNow’s enterprise dominance: Strategic positioning as a foundational enterprise layer.
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:
RSA Conference Insights
https://www.linkedin.com/posts/wstownsend_rsac-activity-7323878839774826497-bXwp?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAAdOCkB7GSD8YuNAaXuDKP_xFHkrnLbNFk
Nutanix & The Case Of Disaggregated Storage
https://www.forbes.com/sites/moorinsights/2025/04/30/dell-launches-powerflex-with-nutanix-cloud-platform-for-better-sdi/
Expectations For IBM Think
https://www.ibm.com/events/think
Lenovo’s Big Storage Investments
https://www.linkedin.com/pulse/looking-lenovos-latest-storage-announcements-matthew-kimball-hroac/?trackingId=z5rCWlc118SPfg%2F0oQIH9g%3D%3D
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.
In this episode of Game Time Tech, Robert Kramer and Melody Brue, VP and Principal Analysts at Moor Insights & Strategy, dive into the intersection of sports and technology. Explore how cutting-edge technologies like AI, data analytics, and personalized fan experiences are transforming Major League Baseball, The Masters Golf Tournament, and the Intuit Dome.
Highlights include:
MLB’s Data Evolution with Google Cloud: Data and AI are enhancing fan engagement, team strategies, and broadcasting through platforms like Google Cloud’s BigQuery.
Masters Golf Tournament’s AI Innovations: IBM’s Generative AI is powering predictive insights for fans with features like "Every Shot" and "Every Hole" in The Masters app.
Inside the Intuit Dome: A look at advanced fan experience technologies, including facial recognition for entry, autonomous stores, and real-time analytics, powered by Teradata.
Mercedes-Benz’s Cutting-Edge In-Car Experience: Technology is transforming connectivity, from live sports streaming to Zoom calls integrated directly into vehicles.
Fan Behavior and Smart Stadiums: How data-driven technologies are shaping stadium interactions, from personalized fan experiences to autonomous retail systems.
In this episode of The G2 on 5G, Will Townsend and Anshel Sag break down the latest developments in 5G technology, network advancements, and industry leadership changes. They discuss T-Mobile’s definition of 5G Advanced, Intel’s new CEO, and Broadcom’s converged 5G fiber and satellite appliance. The conversation also covers Vodafone UK’s AI-driven energy efficiency, Qualcomm’s Edge Impulse acquisition, and Viasat & Space 42’s partnership on NTN connectivity.
Their discussion covers:
🚀 T-Mobile’s 5G Advanced Plans: T-Mobile is defining 5G Advanced with a standalone 5G core, carrier aggregation, reduced capacity 5G (RedCap), and L4S technology to reduce latency and enhance real-time application performance.
🎓 Intel’s New CEO: Lip-Bu Tan: Intel has appointed Lip-Bu Tan as its new CEO, signaling a shift in AI and networking strategy.
🌍 Broadcom’s VeloSky: Converged 5G, Fiber & Satellite Appliance: Broadcom has introduced VeloSky, a converged connectivity solution that aims to help network operators and communication service providers monetize their 5G and satellite investments.
⚡ Vodafone UK & Ericsson’s AI-Powered Energy Efficiency: Vodafone UK and Ericsson have successfully reduced 5G network power consumption by 33% using AI-driven solutions. The hosts discuss how 5G deep sleep, cell sleep mode orchestration, and radio power efficiency mapping are helping operators cut costs and improve network sustainability.
🔗 Qualcomm Acquires Edge Impulse for IoT Expansion: Qualcomm has acquired Edge Impulse to enhance its Dragonwing IoT platform, integrating AI-powered asset tracking, anomaly detection, and predictive maintenance.
🛰️ Viasat & Space 42 Partner on NTN Connectivity: Viasat and Space 42 have signed an MOU to collaborate on Non-Terrestrial Networks (NTN), aiming to expand direct-to-device satellite connectivity.
In this episode of The G2 on 5G Podcast, hosts Will Townsend and Anshel Sag provide an in-depth recap of Mobile World Congress 2025. From cutting-edge 5G modem breakthroughs by Qualcomm and MediaTek to innovative collaborations like AST SpaceMobile’s joint venture with Vodafone and Reliance Jio’s Open Telecom AI Platform, this episode is a must-listen for anyone following the future of telecommunications.
Their discussion covers:
🌌 AST SpaceMobile & Vodafone Joint Venture: addresses fragmented mobile network operators in Europe and provide broadband solutions beyond basic connectivity.
📶 Qualcomm & MediaTek Next-Gen 5G Modems: with increased speeds, bandwidth, and advanced features like AI-powered traffic management and satellite connectivity.
🤖 Reliance Jio’s Open Telecom AI Platform: launched by AMD, Cisco, Nokia, and Reliance Jio to democratize access to modern AI through disaggregated networking infrastructure.
🕶️ 5G XR Trials by Ericsson, T-Mobile, & Qualcomm: to test network slicing and advanced schedulers for enhanced cloud streaming to AR glasses.
📱 Innovative Devices at MWC 2025: including innovative concepts like foldable screens, solar-powered laptops, and attachable camera lenses for smartphones.
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:
NTT Launches A Physics Of AI Research Initiative
https://moorinsightsstrategy.com/research-notes/research-note-ntt-upgrade-2025-event-highlights-and-insights/
QEC & LDPC
https://www.linkedin.com/pulse/why-im-optimistic-quantum-error-correction-paul-smith-goodson-l8rqc/
This Week In The Tariff Soap Opera - Write Offs
https://finance.yahoo.com/news/amd-takes-800m-haircut-us-154328133.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAFbHX36Y9dx0jnfZuUJJW5BpKAWbgA6PGqcT425U3DONG6DSr4e5Cf5_p-gp25uv3qcXQJ8KwX6C4IoKT4-u7z2dbj5LYzt_t5YboqIiTxPYxZxbEoJrx_sWiHaRPvuTtRDX3fMHsWt_AxvtYILmoXw3jmaQGftTGzjV6to-1LOK
HPE Aruba Networking Announces AIOps Enhancements
https://www.linkedin.com/posts/wstownsend_hpe-introduces-new-virtual-private-cloud-activity-7315532483100360706-UGuy?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAAdOCkB7GSD8YuNAaXuDKP_xFHkrnLbNFk
Battle Of The Chatbots
https://lmarena.ai/leaderboard
Dell Portfolio Modernization
https://www.linkedin.com/pulse/digging-deeper-dells-recent-datacenter-announcements-matthew-kimball-tvivc/?trackingId=OvAqH8UvT7mMSp9G28FgoA%3D%3D
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.
In Episode 6 of The Enterprise App Podcast, Robert Kramer and Melody Brue dive into transformative trends in enterprise technology. From groundbreaking AI advancements in marketing to supply chain modernization and a closer look at major industry acquisitions, this episode is packed with insights on navigating today's rapidly evolving digital landscape.
🎨 Adobe Summit Highlights
- AI tools like Firefly and GenStudio transform content creation, enabling creative efficiency for B2B marketing.
- Focus on democratizing tools, building strategic partnerships, and empowering artists.
📦Supply Chain Volatility Management
- Predictive AI supports resilient supply chains and smarter supplier choices.
- Insights from SourceDay’s webinar spotlight cost reduction and modernization strategies.
💰Google-Wiz Acquisition
- Google's $32 billion investment enhances cloud security with Wiz’s AI-powered tools.
- Integration with Mandiant and Chronicle strengthens multi-cloud offerings.
🤖Oracle AI Agent Studio
- Customizable AI agents improve productivity with testing and built-in security.
- Innovations support the growing digital workforce within enterprise environments.
📊 Microsoft 365 Copilot Advances
- "Researcher" and "Analyst" reasoning agents tackle complex problems with human-like analysis.
- Balancing AI capabilities with human creativity for decision-making.
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:
Insights From Palo Alto Networks Ignite NYC
https://www.linkedin.com/posts/wstownsend_i-recently-spent-time-with-palo-alto-networks-activity-7311379886382714880-xQjj?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAAdOCkB7GSD8YuNAaXuDKP_xFHkrnLbNFk
Dirty Little LLM Secrets
https://transformer-circuits.pub/2025/attribution-graphs/biology.html
Intel Vision - There Are Reasons To Be Optimistic
https://www.linkedin.com/pulse/two-big-takeaways-from-intel-vision-you-may-have-matthew-kimball-iufqc/?trackingId=Got8dq2PQKaSFPH8dvsyJg%3D%3D
NTT Upgrade Preview
https://x.com/TheSixFiveMedia/status/1899846153950110041
Darpa Does Quantum Benchmarking
https://www.darpa.mil/news/2025/companies-targeting-quantum-computers
Broadcom VMware Revenues Soar - What Does This Mean?
https://investors.broadcom.com/news-releases/news-release-details/broadcom-inc-announces-first-quarter-fiscal-year-2025-financial
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.
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:
Google Acquires Wiz
https://t.co/AG4k7YwjOa
Canada Does Quantum
https://www.nserc-crsng.gc.ca/nserc-crsng/fundingdecisions-decisionsfinancement/alliance-alliance/index_eng.asp?year=2024&s=alliance&f=dt_cat&v=Quantum%20-%20Advancing%20quantum%20sensing#results
Softbank Acquires Ampere
https://www.forbes.com/sites/moorinsights/2025/03/21/softbank-is-acquiring-ampere-what-are-the-implications/
NVIDIA GTC Rundown
https://nvidianews.nvidia.com/news/nvidia-spectrum-x-co-packaged-optics-networking-switches-ai-factories
https://www.linkedin.com/pulse/gtc-quick-thoughts-so-far-matthew-kimball-qo0vc/?trackingId=feIqakYsRPSUU%2BX659mnuQ%3D%3D
https://developer.nvidia.com/topics/ai/generative-ai
Getting to Know The Team
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.
Join Moor Insights & Strategy hosts, Will Townsend and Anshel Sag, on The G2 on 5G Podcast. On this episode, they delve into the latest 5G news and trends: a Mobile World Congress 2025 preview, discussions on telecom AI advancements, the AT&T and AST SpaceMobile video call milestone, Qualcomm's new Dragonwing brand, and insights into private 5G security.
Their Discussion Covers:
📶 Telecom AI and Operational Efficiency: Global mobile network operators like AT&T, NTT Docomo, T-Mobile, Verizon, Vodafone, and SK Telecom leveraging AI to enhance customer experience and operational efficiency.
🛰️ AT&T and AST SpaceMobile Video Call Milestone: The successful video call using AST SpaceMobile's BlueBird satellites and AT&T's network, demonstrating the potential of Low-Earth Orbit (LEO) satellite connectivity for rural areas and first responders.
🔒 NTT and Palo Alto Networks Partnership for Private 5G Security: Collaboration between NTT and Palo Alto Networks to enhance the security of NTT's private 5G platform.
🏷️ Qualcomm's New Dragonwing Brand: Qualcomm's new brand, Dragonwing, aimed at cellular infrastructure, networking infrastructure, and industrial and embedded IoT products, separating it from the consumer-focused Snapdragon brand.
🏢 Mobile World Congress 2025 Preview: Expectations for MWC 2025, including LEO satellite technology, AI-RAN, and the increasing role of AI in 5G networks and devices.
📡 AI Driving 5G Demand: Growing demand for 5G driven by AI applications and the shift towards more tangible AI demos and trials at the edge.
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:
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.
In this episode of The Enterprise Apps Podcast, Melody Brue and Robert Kramer dive deep into the latest developments in AI, enterprise apps, and business technology. From Zoom’s surprising AI efficiency breakthrough to Microsoft’s push for autonomous ERP, Robert and Mel cover the innovations shaping enterprise apps and the future of work. Plus, they unpack Salesforce’s AI agents, IBM’s latest acquisition, and how ServiceNow is doubling down on industry-specific solutions.
🤖 Zoom’s AI Discovery
- Zoom has developed a new AI technique called "Chain of Thought" that reduces token usage by up to 93%, improving cost efficiency and predictability for customers.
- Less is more: How 'chain of draft' could cut AI costs by 90% while improving performance | VentureBeat
🏢 Salesforce Agentforce 2dx
- Salesforce’s new Agent 2dx marks a major step in making AI-driven digital labor more accessible and scalable for businesses across industries.
- https://www.salesforce.com/news/press-releases/2025/03/05/agentforce-2dx-news/
📊 IBM DataStax
- IBM is acquiring DataStax to integrate its NoSQL and vector database technology into IBM Watson, helping customers address data challenges and adopt AI.
- IBM to Acquire DataStax
📌 ServiceNow
- ServiceNow's acquisition of Quality 360 adds more granular quality control and supply chain management capabilities to its manufacturing industry solutions.
- Acquires Advania's Quality 360 solution - ServiceNow Press
📋 Microsoft’s Data Strategy Drives Autonomous ERP
- Microsoft is positioning its Dynamics 365 ERP as "autonomous ERP," with a focus on embedded AI, automated processes, and effective change management through its "Success by Design" framework.
- RESEARCH PAPER: Microsoft's Data Strategy Drives Autonomous ERP
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:
2-D Quantum
https://news.microsoft.com/source/features/ai/microsofts-majorana-1-chip-carves-new-path-for-quantum-computing/
HPE Launches 12th Gen ProLiant Servers - Why Should Enterprise IT Care? https://www.forbes.com/sites/moorinsights/2025/02/12/hpe-launches-next-generation-proliant-compute-servers/
AI Science Buddy
https://research.google/blog/accelerating-scientific-breakthroughs-with-an-ai-co-scientist/
Lenovo and Infinidat - The Enterprise Storage Market Just Got More Interesting https://moorinsightsstrategy.com/lenovos-acquisition-of-infinidat-what-are-the-likely-impacts/
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.
In this episode of The Enterprise Apps Podcast, Melody Brue and Robert Kramer discuss key takeaways from recent industry events, emerging trends in enterprise technology, and the evolving role of AI in business operations. Topics include insights from Zoho Day 2025, SAP’s Business Data Cloud, Snowflake’s Cortex Agents, and RingCentral’s AI Receptionist. Here’s what they covered:
💡 Zoho Day 2025: Scaling Up for Enterprise Success
- Zoho is making big moves upmarket while staying true to its customer-first approach.
- Leadership shift: Sridhar Vembu transitions to Chief Scientist; Mani Vembu takes over as CEO of the Zoho division.
- AI integration and regional-led growth strategies.
- Zoho Day 2025: A Conversation with Mani Vembu
- Zoho Day 2025: Navigating AI Innovation and Aviation Insights with Zoho’s Ramprakash Ramamoorthy
📊 SAP Business Data Cloud: Unifying Data for Smarter Decisions
- Could this be a game-changer for structured & unstructured data management?
- Databricks partnership should enhance data governance and accessibility.
- SAP’s push to modernize on-prem customers and transition them to the cloud.
- SAP Business Data Cloud
🤖 Snowflake & Anthropic: The AI-Powered Data Revolution
- Cortex Agents could offer smarter, more trustworthy AI-driven data processing.
- The shift from bigger models to better accuracy—AI’s next evolution.
- How Snowflake aims to enhance data intelligence with Anthropic’s Claude AI.
- Your Enterprise Data Needs an Agent
📞 RingCentral AIR: No More Missed Calls
- AI-powered receptionists are transforming business communication.
- Features: Call routing, customer inquiries, SMS confirmations, appointment booking.
- The next step? Seamless AI-human collaboration for better CX.
- RingCentral Transforms Customer Communications with New AI Receptionist
Technology is reshaping the way we experience sports, from the stadium to the screen. In this episode of Game Time Tech, Robert Kramer and Melody Brue break down the latest innovations in the NFL, including the role of 5G connectivity, blockchain ticketing, and AI-powered fan experiences. They also dive into the futuristic world of TGL (Tomorrow’s Golf League) and how technology is reimagining the sport for a younger, digital-first audience. Plus, they analyze key insights from Verizon’s Consumer Connections Report and what it reveals about how fans engage with sports today. Highlights include:
NFL Tech Innovations and Super Bowl Takeaways
- T‑Mobile Jazzes Up Network Ahead of the Big Game
- How Tech is Leveling Up the Super Bowl 2025 Experience
- 50 states, 50 stories: Highlighting small businesses at the big game
Verizon’s Consumer Connections Report and Smart Stadiums
- https://verizon.turtl.co/story/2024-consumer-connections-report/page/1
The Future of Golf: TGL (Tomorrow’s Golf League)
- https://tglgolf.com/explained
Service Now explainer video mentioned:
- https://youtu.be/ie0awHAw4fA?si=DUCrBAC8IRKPlKuk
In this special Zoho Day 2025 episode, Robert Kramer sits down with Ramprakash Ramamoorthy, Director of AI Research at Zoho, to dive deep into AI’s impact beyond automation, challenges and the future of AI in enterprises, and how his interests intersect with his groundbreaking work in AI at Zoho.
Key topics discussed:
- The concept of contextual intelligence and predicting the “next best action” in enterprise workflows.
- Enhancing productivity by embedding AI into daily business processes without compromising privacy or sustainability.
- The importance of data and process alignment in achieving AI-driven productivity gains.
- The role of digital maturity in determining AI implementation success.
- The long-term vision of AI at Zoho—focusing on privacy, sustainability, and customer-centric innovations.
In this special Zoho Day 2025 episode, Melody Brue sits down with Mani Vembu, the newly appointed CEO of Zoho to discuss his extensive journey within the company, Zoho's evolving strategy, and the company's plans for the future.
Key topics discussed:
- Mani’s Journey at Zoho: From joining as a software developer in 1996 to leading product management and eventually becoming CEO.
- Zoho’s Evolution: Transitioning from on-premise solutions to cloud, mobile, and now AI, while maintaining a culture of experimentation and bottom-up decision-making.
- Shift from Product-led to Regional-led Growth: Identifying industry-specific opportunities in regions like India (banking, financial services, auto-DMS) and expanding those strategies globally.
- Minimal Marketing, Maximum Impact: Leveraging organic, word-of-mouth growth while increasing visibility through enterprise events.
- Customer-centric Success Metrics: Focusing on adoption and usage metrics rather than aggressive monetization, exemplified by Zoho’s practice of advising customers to discontinue unused services.
- The Zoho Way: The advantages of being a privately held company, allowing for long-term strategic decisions without external investor pressures.
- Working with Sridhar Vembu: Insights into the collaborative dynamic between Mani and Zoho’s founder, now Chief Scientist, focusing on foundational AI advancements.
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:
https://moorinsightsstrategy.com/research-notes/cisco-ai-summit-highlights-need-for-safe-secure-ai-enterprise-controls/
Compute = Quadrillions X
https://www.forbes.com/sites/moorinsights/2025/01/28/googles-105-qubit-willow-chip-achieves-major-quantum-milestones/
Nutanix and Dell Get Cozy https://moorinsightsstrategy.com/research-papers/research-paper-ai-in-the-modern-enterprise/
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.
This week, Melody Brue and Robert Kramer break down the latest developments in the enterprise application space, exploring how AI is reshaping ERP, the growing cybersecurity risks in collaboration tools, and major leadership moves in the industry.
➡️ AI & ERP: Is It the Future or Just Hype? At Acumatica’s 2025 Summit, AI took center stage as the company showcased how ERP systems are evolving into strategic platforms for growth and innovation. But does AI truly revolutionize ERP, or is it just the latest buzzword? ➡️ Oracle’s AI Agents: A Game-Changer for Sales Teams? Oracle unveiled AI-powered agents designed to transform sales operations by automating repetitive tasks—allowing professionals to focus on customer relationships. These tools, available at no extra cost for Oracle customers, streamline complex tasks across multiple languages, making global sales operations more efficient. ➡️ Cybersecurity Alert: Microsoft Teams Under Attack A rising cybersecurity threat is targeting Microsoft Teams, where cybercriminals are impersonating IT support to deploy ransomware. Employees are being tricked into downloading malicious tools, highlighting the growing risk of attacks on collaboration platforms. While Microsoft was the latest target, this serves as a wake-up call for businesses relying on these tools. ➡️ Leadership Shifts: Zoho and HPE Financial Services * Zoho’s CEO, Sridhar Vembu, is stepping into a new role as Chief Scientist, signaling a deeper focus on innovation. * HPE Financial Services is undergoing a leadership change, with Maeve Culloty taking over as President and CEO following Gerri Gold’s departure.
➡️ On the Road & In the Know We’re hitting the road, bringing you exclusive insights and discussions from the biggest events in tech. Subscribe now to stay informed—and, of course, awesome. 😎
This week on the MI&S Enterprise Apps Podcast, hosts Melody Brue and Robert Kramer discuss Salesforce, Microsoft, SAP, IBM, Active Directory and AI Agents ERP.
Their discussion covers:
- Salesforce has halted engineer hiring, sparking discussions about the impact of AI on software development jobs.
- Microsoft is boosting workplace productivity with its new AI-powered assistant, Microsoft 365 Copilot Chat.
- SAP and IBM are teaming up to help businesses transition to cloud-based ERP systems.
- Commvault is making it easier for organizations to recover from Active Directory disasters with their new cloud-based solution.
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:
Stargate - Is It Real?
https://openai.com/index/announcing-the-stargate-project/
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.
The Enterprise is a cutting-edge weekly podcast designed for technology executives and IT decision makers, hosted by Moor Insights & Strategy analysts Melody Brue and Robert Kramer. In this first episode, Melody and Robert take a look at some of the important innovations in 2024 and what they expect to see in 2025. Podcast Overview and Key Discussion Topics The weekly podcast will dive deep into critical enterprise technology domains, including: - Enterprise Resource Planning: Latest innovations in ERP systems - Supply Chain Management (SCM): Strategies for optimizing global operations and leveraging cloud and AI - Modern Workplace Technologies: Tools and platforms transforming business collaboration and HR/HCM - Data Management: Insights into enterprise data intelligence and analytics - Emerging Technologies: AI, machine learning, automation, and their impact on business operations The Enterprise provides actionable insight for technology leaders, covering: - Cutting-edge enterprise software trends - Strategic technology adoption strategies - Real-world case studies and implementation approaches - Expert analysis from seasoned technology analysts Tune in weekly to stay ahead of the rapidly evolving enterprise technology landscape.
Generative AI and next-gen applications are transforming the tech landscape, demanding unprecedented levels of innovation. As data grows exponentially, our tech stacks must evolve, from the cloud to data centers and network edges. To unlock the full potential of AI, custom, purpose-built silicon is essential—offering performance, power efficiency, and scalability that traditional solutions simply can’t match.
In an engaging conversation, Will Townsend delves into this transformative topic, exploring the evolution, impact, and future of custom silicon with insights from Marvell Technology’s Sandeep Bharathi, Chief Development Officer, and Will Chu, SVP & GM of Custom Compute and Storage. 💡 Key Highlights:
Why Custom Silicon? Hyperscalers and enterprises are adopting custom silicon to keep pace with massive workloads. With Moore's Law slowing, custom silicon enables leapfrog performance and power efficiency.
Defining Custom Silicon – Marvell outlines a spectrum: - Greenfield designs with unique IP - Optimized chips with enhanced cores - New device lines supporting diverse customers (e.g., AI accelerators, CXL, NICs).
The Benefits of Custom Silicon Investment protection, programmability, and unmatched performance per watt are just a few—especially critical for power-hungry AI workloads.
Marvell’s Vision for the Future Cutting-edge advancements like 3.5D, optical integration, new materials, and multivendor chipsets are paving the way for the next wave of innovation.
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:
Can Extreme Networks Vie for Share in 2025?
https://www.extremenetworks.com/resources/blogs/introducing-extreme-platform-one
Do We Really Know How To Do It?
https://blog.samaltman.com/reflections
Oracle Exadata X11M - The Real Data Platform
https://www.oracle.com/news/announcement/oracle-introduces-exadata-x11m-platform-2025-01-07/
Microsoft Betting Big on AI Data Centers in 2025
https://blogs.microsoft.com/on-the-issues/2025/01/03/the-golden-opportunity-for-american-ai/
Entangled Ambitions
https://investors.ionq.com/news/news-details/2025/IonQ-Completes-Acquisition-of-Qubitekk-Solidifying-Leadership-in-Quantum-Networking/default.aspx
Dell Embraces OCP
https://moorinsightsstrategy.com/research-papers/evaluation-of-open-compute-modular-hardware-specification/
Getting To Know The Team
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.
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:
HPE Q4FY24 Earnings
https://x.com/WillTownTech/status/1864787679906291962
Willow: A Window On The Multiverse?
https://blog.google/technology/research/google-willow-quantum-chip/
Cloud - The New Silicon Giants https://moorinsightsstrategy.com/research-notes/some-thoughts-on-aws-reinvent-aws-silicon-and-q-developer/
Observability As A VMware Ripcord?
https://www.forbes.com/sites/moorinsights/2024/12/05/the-power-of-deep-observability-in-facilitating-vmware-migrations/
It Sees What I See
https://www.microsoft.com/en-us/microsoft-copilot/blog/2024/12/05/copilot-vision-now-in-preview-a-new-way-to-browse/
Storage Is Cool Again
https://moorinsightsstrategy.com/research-notes/modernizing-your-datacenter-start-with-storage/
Getting To Know Us - Ghost of Christmas Past
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.
Tune in to the latest episode of the Game Time Tech Podcast as Melody Brue and Robert Kramer host special guest Julie Souza, head of AWS’s Global Sports Strategy.
In this episode, we explore:
- The three pillars of sports innovation: Performance Data & Analytics, Media Management, and Fan Engagement – and how AWS is driving progress in each area. AWS and the NFL: Cool tech collaborations, from player health and safety (including the Digital Athlete portal) to Next Gen Stats and the exciting potential of generative AI.
- Impact on the field and beyond: How cloud technology is changing the game for teams, broadcasters, and fans, including injury reduction, rule changes, and new ways to engage with the sport.
- The Seattle Seahawks partnership: A deep dive into how the Seahawks are using generative AI to enhance content creation and fan engagement.
- The future of sports tech: What's next for AWS in the world of sports, including globalization and live cloud production.
- Behind the scenes at AWS Sports: Julie shares unique insights and a fun story from the early days of implementing tracking technology in the NHL.
Key Takeaways:
- Data is king in sports, and AWS is helping teams and leagues unlock its full potential.
- AI is transforming everything from player safety to fan engagement.
- Cloud technology is making sports more efficient, accessible, and sustainable.
- Partnerships between AWS and sports organizations are driving innovation and creating new possibilities for the future of sports.
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:
Little AI Guys
https://www.microsoft.com/en-us/research/articles/magentic-one-a-generalist-multi-agent-system-for-solving-complex-tasks/
Supercomputing Goes Mainstream
https://www.linkedin.com/feed/update/urn:li:activity:7264651754347085825/
https://www.linkedin.com/feed/update/urn:li:activity:7265018456003997696/
2 Dozen Logical Qubits
https://atom-computing.com/high-fidelity-gates-and-the-worlds-largest-entangled-logical-qubit-state/
https://www.forbes.com/sites/moorinsights/2024/01/25/microsoft-uses-ai-and-hpc-to-analyze-32-million-new-materials/lion-new-materials/
Chips & Chips & Chips At Microsoft Ignite
https://www.datacenterknowledge.com/cloud/microsoft-ignite-2024-new-azure-data-center-chips-unveiled
Getting To Know Us - The Thanksgiving Edition
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.
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:
Juniper’s Mining For GenAI Gold
https://x.com/WillTownTech/status/1852296047806066826
What To Make Of Semiconductor Earnings?
https://www.linkedin.com/feed/update/urn:li:activity:7257130388483919872/
https://www.intc.com/news-events/press-releases/detail/1716/intel-reports-third-quarter-2024-financial-results
Granite 3.0 Rocks
https://www.forbes.com/sites/moorinsights/2024/10/25/ibms-new-granite-30-ai-models-show-strong-performance-on-benchmarks/
Open The Cisco AI POD Bay Doors Hal
https://x.com/WillTownTech/status/1851493750461075694
OCI’s Unique Path To Growth
https://www.linkedin.com/feed/update/urn:li:activity:7255962768703434752/
Dry Watermarks For AI
https://doi.org/10.1038/d41586-024-03462-7
Our Top 3 List
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.
Melody Brue, Robert Kramer, and Anshel Sag are back for the Game Time Tech Pod to discuss the hottest topics in sports tech: money ball, marketable athletes, plus Meta, Lenovo, Qualcomm, and T-Mobile’s latest partnerships.
Join us for insights on the dollars and sense behind technology in the sports industry!
Money Ball! Finance & Accounting departments championing sports investments
Meta's recent partnership with Wrexham AFC
https://www.meta.com/blog/quest/wrexham-afc-women-sports-soccer-football/
The updated SportsPro "50 Most Marketable (50MM) Athletes" evaluation framework incorporates key trends to assess athletes’ marketability more comprehensively.
https://www.sportspromedia.com/insights/opinions/marketable-athletes-sports-marketing-trends-northstar-50mm-2024/#:~:text=7.,AR
https://50mm.sportspro.com/athletes/
15 years of 50 Most Marketable: What SportsPro’s ranking reveals about the evolution of athlete marketability
https://www.sportspromedia.com/insights/features/most-marketable-athletes-ranking-evolution-kohli-lebron-neymar-clark-50mm-2024/
Lenovo Tech World 2024 - Expanding F1 partnership and new FIFA Global Partnership including World Cup
https://news.lenovo.com/pressroom/press-releases/official-fifa-technology-partner-tw2024/
https://www.mlb.com/press-release/press-release-chicago-cubs-announce-motorola-as-official-jersey-patch-partner
https://motorolanews.com/motorola-x-san-diego-padres-announce-first-official-mlb-jersey-patch-partnership/
Qualcomm Snapdragon Summit - Toto Wolff and Mercedes F1 Partnership
https://www.qualcomm.com/news/onq/2024/10/glimpse-into-the-future-of-the-car-takeaways-from-day-2-snapdragon-summit-2024
T-Mobile and McLaren Partnership - 5G connectivity and more
https://www.mclaren.com/racing/partners/t-mobile/mclaren-racing-and-t-mobile-announce-united-states-focused-partnership-with-the-mclaren-formula-1-team/
The Game Time Tech Podcast is a Moor Insights & Strategy Six Five Media production.
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.
It’s episode 37 of the MI&S Hot Desk Podcast! Join Robert Kramer & Melody Brue for a rundown of what’s been happening on the road over the past few weeks with Cadence Fem.AI Summit, Microsoft, Miro, Zoomtopia, AdobeMAX, IBM, Infor, LogicMonitor, Teradate and AWS.
Cadence Fem.AI Summit
https://www.forbes.com/sites/moorinsights/2024/10/10/cadence-launches-femai-to-close-the-ai-gender-gap/
https://www.linkedin.com/posts/melodybrue_last-week-i-had-the-pleasure-of-attending-activity-7250278006756106243-bQEs
https://www.linkedin.com/posts/melodybrue_last-week-i-had-the-pleasure-of-attending-activity-7250278006756106243-bQEs
https://www.linkedin.com/posts/melodybrue_cadencefemai-activity-7246928239212797953-cLkc
Microsoft Industry AI Summit
Miro Innovation Workspace
https://www.linkedin.com/posts/melodybrue_miro-introduces-the-innovation-workspace-activity-7249426724726194176-YzUs
Zoomtopia
https://news.zoom.us/zoomtopia-2024-unveiling-ai-first-work-platform-innovations/
https://x.com/MelodyBrue/status/1844064035127558631
AdobeMAX Content Credentials Web App:
https://www.forbes.com/sites/moorinsights/2024/10/16/adobe-debuts-free-web-app-to-fight-misinformation-and-protect-creators/
https://www.linkedin.com/posts/melodybrue_adobemax-activity-7251691142193262592-EWkr
Infor
https://www.multivu.com/infor/9277851-en-infor-targets-business-velocity-added-process-mining-esg-genai-capabilities
Logicmonitor
https://www.logicmonitor.com/press/topgolf-enhances-player-experience-with-logicmonitor-driving-to-50-billion-balls-hit-by-2025
Teradata
https://www.teradata.com/press-releases/2024/teradata-possible-2024-los-angeles-brings-to
AWS
https://moorinsightsstrategy.com/game-time-tech/game-time-tech-ready-for-some-tech-driven-football-nfl-2024-2025-tech/
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.
Game Time Tech is ready for some (tech-driven) football! Join GTT hosts Melody Brue and Robert Kramer to discuss the tech on display for the 2024-2025 NFL season with special guest Jason Andersen. We’re talking AWS, Cisco, Sony Electronics, Cadence Design Systems, and more!
AWS
https://press.aboutamazon.com/2024/10/seattle-seahawks-announce-multi-year-partnership-extension-with-amazon-web-services
https://aws.amazon.com/blogs/media/how-ai-is-streamlining-seahawks-game-day-coverage/
https://aws.amazon.com/sports/nfl/seattle-seahawks/
Cisco
https://newsroom.cisco.com/c/r/newsroom/en/us/a/y2024/m10/nfl-and-cisco-expand-partnership-to-connect-and-protect-nfl-international-games.html
Sony
https://electronics.sony.com/sonyxnfl
Cadence
https://www.cadence.com/en_US/home/company/niners-partnership.html
The Game Time Tech Podcast is a Moor Insights & Strategy Six Five Media production.
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.
In this 144th episode of The G2 on 5G, Anshel and Will Cover:
- EdgeQ’s 5G base station on a-chip - can it bring disruption to the RAN?
- AST SpaceMobile leases 850 and 800 MHz spectrum from AT&T, following a successful two-way voice call test using BlueWalker 3 satellite
- Dish continues to churn subscribers - can its 5G postpaid service save the day?
- Singtel rolls out 5G MEC services with help from Microsoft, powered by Nvidia
- US Cellular uses ConnectX23 to speak to its 5G FWA success in low band - is there future upside?
- Verizon launches a $120 5G phone with TCL powered by MediaTek’s Dimensity 700
In this 207th episode of The G2 on 5G, Will Townsend and Anshel Sag cover:
- Chris Sambar’s Departure from AT&T
- SpaceX and T-Mobile’s Emergency Authorization
- Nokia and NTT’s Formal Partnership on Private 5G
- KT and Ktsat’s NTN Technology Breakthrough
- Predicting Apple’s Timeline
- Apple’s Strategic Launch of the iPhone SE
- Apple’s Modem Development Journey
Welcome to this week’s edition of “MI&S Datacenter Podcast” I’m Patrick Moorhead with Moor Insights & Strategy, and I am joined by co-hosts Matt, Will, and Paul. We analyze the week’s top datacenter and datacenter edge news. We talk compute, cloud, security, storage, networking, operations, data management, AI, and more!
AMD Is Bringing Sexy Back To Networking
https://x.com/WillTownTech/status/1844465726226301209
OpenAI o1 Is PhD Smart
https://openai.com/index/learning-to-reason-with-llms/
Mo’ Cores Mo’ Cache - AMD PI
https://www.amd.com/en/products/processors/server/epyc/9005-series.html
Qualcomm Gets Edgy With Campus & Branch Connectivity Infrastructure
https://x.com/WillTownTech/status/1843375274781749430
Europe Gets A Quantum Data Center
https://www.ibm.com/quantum/blog/europe-quantum-datacenter-software
Mind The (AI) Gap - AMD PII
https://www.amd.com/en/products/accelerators/instinct/mi300.html
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.
It’s Episode 36 of the Hot Desk Podcast. Melody Brue has Telco/5G SME guests Anshel Sag and WillTownsend to discuss Hurricane Helene disaster response, TMobile's first responder solutions, Verizon's relief grants, and how to help in Helene recovery. Come along!
Hurricane Helene Disaster Relief
T-Mobile: https://www.t-mobile.com/news/network/hurricane-helene
AT&T https://about.att.com/pages/disaster-recovery/2024/storm-helene
Verizon: https://www.verizon.com/about/news/hurricane-helene-updates
T-Mobile First Responders Solutions - Can it Complement AT&T FirstNet?
https://www.t-mobile.com/news/business/t-priority-network-slice-for-first-responders
https://www.t-mobile.com/business/government/first-responders-connecting-heroes
Verizon Disaster Relief Grants
https://www.verizon.com/about/news/verizon-hurricane-helene-relief-grants
Red Cross Donation
https://www.redcross.org/donate/dr/hurricane-helene.html/
Mobile option: Text REDCROSS to 90999 to donate
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.
We're live for Episode 35 of the MI&S Hot Desk Podcast. Join Robert Kramer and Melody Brue for a rundown of what's up this week in collaboration, CX, ERP & SCM, and Enterprise apps. In this episode we’re talking Verint Engage, Microsoft Dynamics, T-Mobile, Cohesity, Salesforce, Commvault, Box, and a little sports tech.
Verint Engage
https://x.com/MelodyBrue/status/1838312515148660859
Microsoft Dynamics
https://www.microsoft.com/en-us/dynamics-365/blog/it-professional/2024/09/25/announcing-end-of-support-for-dynamics-gp/
Cohesity
https://moorinsightsstrategy.com/research-papers/research-paper-cohesity-creates-a-new-data-security-powerhouse-through-veritas-deal/
Commvault
https://techcrunch.com/2024/09/24/commvault-acquires-data-backup-provider-clumio/
Salesforce
https://www.salesforce.com/news/stories/salesforce-signs-definitive-agreement-to-acquire-zoomin/
Box Hubs Goes GA
https://www.linkedin.com/posts/melodybrue_box-announces-general-availability-of-box-activity-7244868109914791937-ScKm?utm_source=share&utm_medium=member_desktop
https://moorinsightsstrategy.com/research-notes/box-tackles-enterprise-content-management-and-discovery-with-box-hubs-and-ai/
https://www.boxinvestorrelations.com/news-and-media/news/press-release-details/2024/Box-Announces-General-Availability-of-Box-Hubs-to-Revolutionize-Content-Publishing-in-the-Enterprise/default.aspx
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.
Welcome to this week’s edition of “MI&S Datacenter Podcast” I’m Patrick Moorhead with Moor Insights & Strategy, and I am joined by co-hosts Matt, Will, and Paul. We analyze the week’s top datacenter and datacenter edge news. We talk compute, cloud, security, storage, networking, operations, data management, AI, and more!
Did Infoblox Crack The Code On Hybrid Multi-Cloud Management?
https://x.com/WillTownTech/status/1839033352797495571
Qubits For Kroners
https://www.pensiondanmark.com/en/press/news/2024/pensiondanmark-invests-in-the-supercomputers-of-the-future/
Intel Makes A Statement In The Datacenter
https://www.intel.com/content/www/us/en/newsroom/news/next-generation-ai-solutions-xeon-6-gaudi-3.html#gs.f7uipm
HPE Super Sizes AI With Aruba Central Updates
https://x.com/WillTownTech/status/1838629239857320341
CAPTCHA If You Can
https://tik-db.ee.ethz.ch/file/7243c3cde307162630a448e809054d25/
Making Storage Simple 101
https://www.networkworld.com/article/3538618/pure-storage-brings-storage-as-a-service-to-files.html
The Top 3 List - Getting To Know Us
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.
We're LIVE for Ep 34 of the MI&S Hot Desk Podcast: Join Robert Kramer & Melody Brue for a rundown of what's up this week in collaboration, CX, ERP & SCM, and a little sports tech. We’re talking lots of great stuff – Oracle, Salesforce, Zoho Analytics, ERP trends with IBM & Oracle, US Open, plus a preview of Mel’s new Webex Cisco Desk Pro.
Cisco Desk Pro Video Conferencing Device
https://www.webex.com/us/en/devices/desk-series/cisco-desk-pro.html
Oracle CloudWorld
https://www.oracle.com/news/
https://www.linkedin.com/posts/robert-kramer-58239b22_cloudworld-suiteworld-mywheelhouse-activity-7239671357716795393-PwQr?utm_source=share&utm_medium=member_desktop
https://x.com/MelodyBrue/status/1833604336116764874
https://x.com/MelodyBrue/status/1833540500231754203
NetSuite SuiteWorld
https://www.netsuite.com/portal/company/newsroom.shtml
https://moorinsightsstrategy.com/research-notes/research-note-how-netsuite-has-shaped-the-saas-and-cloud-erp-landscape/
Salesforce – Dreamforce
https://www.linkedin.com/posts/melodybrue_df24-activity-7241918042501193728-VpFa?utm_source=share&utm_medium=member_desktop
https://www.linkedin.com/posts/patmoorhead_df24-activity-7241913485025050625-G-lR?utm_source=share&utm_medium=member_desktop
https://www.linkedin.com/posts/robert-kramer-58239b22_erp-scm-df24-activity-7242274114827161601-qmvq?utm_source=share&utm_medium=member_desktop
https://www.salesforce.com/news/stories/dreamforce-24-recap/
Marc Benioff at World Economic Forum
https://www.bloomberg.com/news/videos/2024-01-16/salesforce-s-benioff-on-building-trust-in-ai
Zoho Analytics
https://www.forbes.com/sites/moorinsights/2024/09/16/zoho-analytics-advances-self-service-bi-with-ai-powered-tools/
https://www.businesswire.com/news/home/20240912570058/en/Zoho-Launches-AI-Rich-Highly-Extensible-Version-of-Zoho-Analytics-Democratizing-Self-Service-BI-to-Any-Persona-or-Business
ERP - IBM and Oracle
https://newsroom.ibm.com/2024-09-09-ibm-to-acquire-accelalpha,-leading-oracle-consultancy
Robert Kramer’s ERP Research
https://moorinsightsstrategy.com/erp-and-scm-what-to-expect-in-2024-part-1/
https://moorinsightsstrategy.com/modernizing-erp-systems-innovative-strategies-with-infor/
https://moorinsightsstrategy.com/enterprise-data-technology-part-5-data-quality-with-acumatica/
https://moorinsightsstrategy.com/research-notes/enterprise-data-technology-part-1-internal-and-external-data-sources/
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.
Welcome to this week’s edition of “MI&S Datacenter Podcast” I’m Patrick Moorhead with Moor Insights & Strategy, and I am joined by co-hosts Matt, Will, and Paul. We analyze the week’s top datacenter and datacenter edge news. We talk compute, cloud, security, storage, networking, operations, data management, AI, and more!
Zscaler’s Strong Earnings Don’t Land With Bubble Bears
https://x.com/WillTownTech/status/1831782382854357010
AI Can Read Your Tongue
https://www.forbes.com/sites/moorinsights/2024/09/04/say-ahh-to-ai-how-the-tongue-can-reveal-hidden-health-issues/
Broadcom Goes Back To The Future With VCF 9
https://www.forbes.com/sites/moorinsights/2024/08/29/vmware-explore-brings-broadcoms-private-cloud-strategy-into-focus/
HPE Q3FY24 Earnings Are A Tale Of Two Portfolios
https://x.com/WillTownTech/status/1831785559141835020
World's Most Powerful AI Training System
https://x.com/elonmusk/status/1830650370336473253
Server Vendors Had A Banner Quarter
https://www.linkedin.com/feed/update/urn:li:activity:7235270767356100608/
Getting To Know The Team
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.
We're LIVE for Ep 33 of the MI&S Hot Desk Podcast:
Join Robert Kramer, Melody Brue for a rundown of what's up this week in collaboration, CX, ERP & SCM, and a little sports tech. We’re talking lots of great stuff – Ring Central RingCX AI, Zoom Q2 2025 Earnings, ERP Vulnerabilities, SAP, SCM/Canadian Railways, Webex AI Codec, and the US Open Tennis Tournament.
Ring Central Announces AI for RingCX
https://ir.ringcentral.com/news/press-release-details/2024/RingCentral-Announces-New-AI-Powered-Capabilities-for-RingCX/default.aspx
Zoom Q2 2024 Earnings
https://www.cnbc.com/2024/08/22/zoom-stock-has-best-day-since-2022-on-q2-2025-results-raised-guidance.html
SCM Canada Railways Significance
https://www.cnn.com/2024/08/22/business/canada-rail-shutdown-ends/index.html
https://www.supplychaintoday.com/the-worst-supply-chain-disruptions-in-modern-usa-history/
ERP/SAP Vulnerabilities
https://www.csoonline.com/article/3486653/sap-patches-critical-bugs-allowing-full-system-compromise.html
https://www.erpadvisorsgroup.com/blog/why-upgrade-erp
WebEx AI Codec
https://blog.webex.com/hybrid-work/announcing-the-availability-of-industry-first-webex-ai-codec-transforming-your-audio-experiences/
US Open
https://www.linkedin.com/posts/robert-kramer-58239b22_gtt-activity-7232087277114445824-f2T0?utm_source=share&utm_medium=member_desktop
https://aibusiness.com/nlp/ibm-usta-serve-up-enhanced-generative-ai-features-at-2024-us-open?sf198861740=1#close-modal
https://www.ibm.com/campaign/2024/ai-skills-tennis
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.
Welcome to this week’s edition of “MI&S Datacenter Podcast” I’m Patrick Moorhead with Moor Insights & Strategy, and I am joined by co-hosts Matt, Will, and Paul. We analyze the week’s top datacenter and datacenter edge news. We talk compute, cloud, security, storage, networking, operations, data management, AI, and more!
Cisco 4Q Earnings & Leadership Shake-up
https://x.com/WillTownTech/status/1824156801711083707
What Is An ML-KEM?
https://research.ibm.com/blog/nist-pqc-standards
Dell & Nutanix Get Serious-er
https://www.linkedin.com/feed/update/urn:li:activity:7229484227182911488/
Black Hat USA 2024 Insights
https://x.com/WillTownTech/status/1824121727456026696
Professor Bot
https://sakana.ai/ai-scientist/
https://arxiv.org/pdf/2408.06292
Morpheus - The God Of Dreams - & HPE’s Latest Acquisition
https://www.linkedin.com/feed/update/urn:li:activity:7229842227567411200/
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.
In this episode of the Moor Insights & Strategy Insider Podcast, Will Townsend, VP & Principal Analyst and Head of their Networking and Security Practices engages in an insightful discussion with Soni Jiandani of AMD on the transformative role of Data Processing Units (DPUs) in modern datacenters.
As enterprises grapple with the demands of AI-driven workloads, traditional datacenter infrastructure faces unprecedented challenges. This conversation explores how AMD Pensando is setting itself apart in a competitive market, providing robust solutions that address scalability, power efficiency, security, and the need for continuous operations.
Their conversation covered:
- Understanding DPUs: What they are and how they unlock value in modern datacenters.
- AMD Pensando Differentiation: Architectural innovations, power efficiency, advanced networking functions, security features, and full backward compatibility.
- AMD & HPE Aruba Networking Collaboration: Insights into the development and impact of the Aruba CX10000 Series switch, with a real-world example of its ROI and operational efficiency gains.
For more insights on how AMD Pensando is supercharging the modern datacenter, download the recently commissioned research paper by Moor Insights & Strategy here.
New GTT Podcast Alert! Qualcomm Puts Snapdragon Front and Center at the Manchester United Tour! Qualcomm CMO Don McGuire joins Melody Brue, Robert Kramer, and Anshel Sag at Snapdragon Stadium to discuss the tech and business value behind driving brand recognition and more.
Also, check out today’s Community Shield game, where Manchester United plays Manchester City. Qualcomm and Microsoft are showcasing their strategic partnership by featuring the Copilot+ PC logo on Manchester United's kits for the first time. The collaboration with Microsoft to highlight the Copilot+ PC logo on the back of the Manchester United kit is a testament to the strong partnership with Microsoft and its recognition of Qualcomm as a key strategic partner for the future of PCs. The Snapdragon X Series processors exclusively power the next-gen Copilot+ PCs.
We're LIVE for Ep 32 of the MI&S Hot Desk Podcast:
Join Robert Kramer, Melody Brue for a rundown of what's up this week in enterprise apps, data security. We’re talking Canva’s acquisition, $MSFT earnings, Adobe creative campuses, Commvault, Crowdstrike and Blue Yonder.
Canva Set to Acquire Leonardo.AI
https://www.linkedin.com/posts/melodybrue_canva-has-announced-its-intent-to-acquire-activity-7224061245996285952-LG-7?utm_source=share&utm_medium=member_desktop
https://www.canva.com/newsroom/news/leonardo-ai/
Microsoft Q4 2024 Earnings
https://moorinsightsstrategy.com/research-notes/microsoft-q4-fy2024-earnings-show-strong-copilot-adoption-and-teams-growth/
https://x.com/MelodyBrue/status/1818414106325762408
Adobe CSU
https://business.adobe.com/customer-success-stories/csu-case-study.html
https://moorinsightsstrategy.com/mis-weekly-analyst-insights-week-ending-august-2-2024/
Commvault
https://www.prnewswire.com/news-releases/commvault-announces-fiscal-2025-first-quarter-financial-results-302209156.html
Crowdstrike
https://www.forbes.com/sites/moorinsights/2024/07/23/crowdstrike-it-outage-highlights-need-for-tighter-operational-updates/
SCM - Blue Yonder and Sustainability
https://media.blueyonder.com/blue-yonder-acquires-one-network-enterprises-to-unlock-an-agile-interconnected-supply-chain-ecosystem/
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.
Welcome to this week’s edition of “MI&S Datacenter Podcast” I’m Patrick Moorhead with Moor Insights & Strategy, and I am joined by co-hosts Matt, Will, and Paul. We analyze the week’s top datacenter and datacenter edge news. We talk compute, cloud, security, storage, networking, operations, data management, AI, and more!
CrowdStrike IT Outage Post Mortem
https://x.com/WillTownTech/status/1818628352749580549
AI Immunity Warriors
https://www.news-medical.net/news/20240731/AI-reprograms-glioblastoma-cells-into-dendritic-cells-for-cancer-immunotherapy.aspx
AMD Crushes The Datacenter With EPYC and MI300
https://www.linkedin.com/feed/update/urn:li:activity:7224395591462612992/
HPE Achieves EU Unconditional Regulatory Approval For Juniper Acquisition
https://www.networkworld.com/article/3480325/eu-clears-hpes-14-billion-juniper-acquisition.html
A New Quantum Toolbox
https://www.quantinuum.com/news/introducing-quantinuum-nexus-our-all-in-one-quantum-computing-platform
The Secret Weapon Of The Datacenter
https://moorinsightsstrategy.com/research-notes/is-arm-neoverse-the-datacenters-secret-weapon/
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.
We are live for episode 31 of the Hot Desk Podcast with Melody Brue and Robert Kramer for a rundown of what's up this week in enterprise apps, collab, and data security.
SAP Q2 2024 Earnings
https://www.linkedin.com/posts/jasontandersen_another-solid-quarter-for-sap-who-reaffirmed-activity-7221281901074939904-VSuT?utm_source=share&utm_medium=member_desktop
IBM Q2 2024 Earnings
https://www.linkedin.com/posts/jasontandersen_2q24-earnings-from-ibm-come-in-at-a-beat-activity-7222023618245861377-o_FD?utm_source=share&utm_medium=member_desktop
Alphabet (GOOG/GOOGL) Earnings
Salesforce & Workday Partnership
https://www.salesforce.com/news/press-releases/2024/07/24/workday-employee-service-agent/
AI Journey in CRMs
https://www.forbes.com/sites/moorinsights/2024/07/24/3-reasons-to-start-an-ai-journey-in-your-crm/
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.
Join us for another Game Time Tech Podcast! Special guest Will Townsend joins Melody Brue and Robert Kramer to discuss private 5G at the Olympics and Orange and Cisco's winning play.
NBC Sports to Utilize Cisco for its Production in Paris
https://www.nbcsports.com/pressbox/press-releases/nbc-sports-selects-networking-provider-for-its-production-of-2024-olympic-paralympic-games-in-paris
https://24hourjournal.substack.com/p/cisco-partners-with-other-paris-olympic
Orange Spurns Slicing and Opts for Cisco Private 5G at Olympics
https://www.lightreading.com/5g/orange-spurns-slicing-and-opts-for-cisco-private-5g-at-olympics
Reference Articles:
https://moorinsightsstrategy.com/research-notes/cisco-triples-down-on-observability-with-splunk-acquisition/ by Will Townsend
https://moorinsightsstrategy.com/three-sport-and-entertainment-venues-that-understand-the-value-of-connectivity/ by Will Townsend
https://moorinsightsstrategy.com/research-notes/cota-leans-into-connectivity-to-fuel-the-fan-experience/ by Will Townsend
The Game Time Tech Podcast is a Moor Insights & Strategy Six Five Media production.
Welcome to this week’s edition of “MI&S Datacenter Podcast” I’m Patrick Moorhead with Moor Insights & Strategy, and I am joined by co-hosts Matt, Will, and Paul. We analyze the week’s top datacenter and datacenter edge news. We talk compute, cloud, security, storage, networking, operations, data management, AI, and more!
Juniper Claims The First AIOps Enablement Of WAN Routing
https://investor.juniper.net/investor-relations/press-releases/press-release-details/2024/Juniper-Networks-Brings-Industrys-First-and-Only-AIOps-to-WAN-Routing-Delivering-AI-Native-Insight-for-Exceptional-Experiences/default.aspx
Oracle Exadata Exascale Democratizes Enterprise Data Management
https://siliconangle.com/2024/07/11/oracle-offers-shared-exadata-service-dramatically-lower-cost-full-instances/
I Double Decrypt Dare You
https://research.ibm.com/blog/quantum-safe-roadmap
HPE Helps Nice Brazil Unify Branch And Datacenter Connectivity
https://www.hpe.com/us/en/newsroom/press-release/2024/07/nice-brazils-manufacturing-facility-optimizes-production-with-hpe-aruba-networking-to-deploy-iot-enabled-industrial-network.html
AWS Launches Graviton4 - Why This Is A Big Deal For Enterprise IT
https://aws.amazon.com/blogs/aws/aws-graviton4-based-amazon-ec2-r8g-instances-best-price-performance-in-amazon-ec2/
Brains For Bots
https://arxiv.org/html/2404.03325v1
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.
We are live for episode 30 of the Hot Desk Podcast with Melody Brue and Robert Kramer for a rundown of what's up this week in enterprise apps, collab, and data security.
Zoho Solo
https://www.zoho.com/solo/
AI-Powered Oracle Clinical Digital Assistant
https://www.oracle.com/news/announcement/ai-powered-oracle-clinical-digital-assistant-transforms-interactions-between-practitioners-and-patients-2024-06-24/
SAP RISE Accelerates Transformation Processes with AI
https://news.sap.com/2024/07/ai-available-rise-with-sap-commercial-packages/
RingCentral and Vodafone Expand Partnership to Offer Contact Center Solution
https://www.ringcentral.com/whyringcentral/company/pressreleases/vodafone-business-expands-global-communications-offerings-to-include-ringcentral-s-native-contact-center-solution-ringcx.html
Google to Enhance Security with Wiz
https://news.crunchbase.com/cybersecurity/google-cybersecurity-startup-wiz-venture-unicorn
Security concerns AT&T, Rite-Aid – reassessing cybersecurity priorities
https://www.cybersecuritydive.com/news/att-cyberattack-snowflake-environment/721235/
https://www.securityweek.com/rite-aid-says-hack-impacts-2-2m-people-as-ransomware-gang-threatens-to-leak-data/
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.
Join us for another Game Time Tech Podcast! Anshel Sag is back with Melody Brue and Robert Kramer for a sneak peek at T-Mobile's 5G upgrades and new fan experiences for the MLB All-Star Game, and more!
The Game Time Tech Podcast is a Moor Insights & Strategy Six Five Media production.
T-Mobile Upgrades for MLB All-Star Week
https://www.t-mobile.com/news/network/t-mobile-network-upgrades-all-star-week-2024
T-Mobile Fan Experiences
https://www.t-mobile.com/news/network/t-mobiles-5g-network-unlocks-new-fan-experiences-at-mlb-all-star-week
https://www.coliseum-online.com/t-mobile-on-call-at-mlb-all-star-week/
https://www.sportstravelmagazine.com/2024-all-star-game-brings-major-league-baseballs-spotlight-back-to-arlington/
Arlington Prepares for 2026 FIFA World Cup
https://fortworthreport.org/2023/09/27/arlington-regional-officials-consider-local-funds-to-pay-for-world-cup-improvements/
https://fortworthreport.org/2024/02/04/att-stadium-falls-short-of-scoring-world-cup-final/
Zoom MLB Replay Center
https://www.zoom.com/en/blog/zoom-and-mlb/
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.
We are live for episode 29 of the Hot Desk Podcast with Melody Brue and Robert Kramer.
IBM at Wimbledon
https://www.linkedin.com/posts/melodybrue_ibm-serves-new-generative-ai-features-at-activity-7215655729595080704-QxN7?utm_source=share&utm_medium=member_desktop
https://www.ibm.com/sports/wimbledon
AWS Summit 2024 NYC
AWS Democratizing Data and AI
https://aws.amazon.com/blogs/aws/top-announcements-of-the-aws-summit-in-new-york-2024-2/
https://aws.amazon.com/blogs/machine-learning/empowering-everyone-with-genai-to-rapidly-build-customize-and-deploy-apps-securely-highlights-from-the-aws-new-york-summit
https://www2.deloitte.com/us/en/pages/about-deloitte/articles/press-releases/deloitte-launches-gen-ai-accelerator-program-with-aws.html#
Avaya CEO Transition
https://www.avaya.com/en/about-avaya/newsroom/pr-us-240710/
Zoho Apptics
https://www.zoho.com/blog/apptics/introducing-zoho-apptics-application-analytics-solution.html
What’s coming up?
Robert
Mel
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.
We are live for episode 28 of the Hot Desk Podcast with Melody Brue and Robert Kramer.
Made in the USA: Intel’s CHIPS Funding
https://www.linkedin.com/posts/melodybrue_how-intel-is-planning-to-use-federal-funding-activity-7214304565205065728-pKaV?utm_source=share&utm_medium=member_desktop
https://www.hr-brew.com/stories/2024/06/24/how-intel-is-planning-to-use-federal-funding-to-rebuild-talent-pipelines-for-semiconductor-manufacturing
IBM Acquires StreamSets and webMethods
https://www.linkedin.com/posts/robert-kramer-58239b22_ibm-completes-acquisition-of-integration-activity-7213976108751351808-u9po?utm_source=share&utm_medium=member_desktop
https://newsroom.ibm.com/2024-07-01-IBM-Completes-Acquisition-of-StreamSets-and-webMethods,-Bolstering-its-Automation,-Data-and-AI-Portfolios
Snapdragon’s Manchester United Partnership
Watch MI&S Analysts Discuss Snapdragon’s Manchester United Sponsorship On The Game Time Tech Podcast
https://www.linkedin.com/posts/melodybrue_the-mis-gtt-crew-discusses-snapdragons-activity-7214060217792180224--LAO?utm_source=share&utm_medium=member_desktop
Other recent Game Time Tech Podcasts
IBM at Wimbledon
IBM at the Masters
HYCU and the Importance of Data Protection in Sports
RingCentral Aids Medical Equipment Provider
https://www.ringcentral.com/whyringcentral/casestudies/med-care.html
Verint Announces Multi-Million Dollar CX Bot Deal
https://www.verint.com/press-room/2024-press-releases/verint-awarded-6-5-million-deal-from-top-10-u-s-public-utility-company-to-deploy-multiple-ai-powered-bots/
What’s coming up?
Robert at the 2024 AWS Analyst Forum & Summit in New York
https://aws.amazon.com/events/summits/new-york/#:~:text=Enjoy%20an%20action%2Dpacked%20day,lead%20in%20the%20digital%20era
Mel at Wimbledon
https://www.ibm.com/sports/wimbledon
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.
Welcome to Game Time Tech
Past episodes discussed:
- https://www.youtube.com/live/Oj_pBftsDZo?si=2jxcxDeR-dKnDm0a
- https://youtu.be/9N6wjIS-pR0?si=I__lJ0pBC_AcEJLo
- https://www.forbes.com/sites/moorinsights/2024/02/15/apple-vision-pro-a-beautiful-flawed-bridge-to-the-future/
Manchester United and Snapdragon: A winning match
- https://www.qualcomm.com/snapdragon/news/snapdragon-is-officially-manchester-united-s-front-of-shirt-part
- https://www.manutd.com/en/news/detail/snapdragon-officially-unveiled-as-man-utd-new-principal-partner-and-shirt-sponsor
- https://www.qualcomm.com/news/onq/2024/07/manchester-united-and-snapdragon-a-winning-match
- https://www.forbes.com/sites/moorinsights/2024/02/15/apple-vision-pro-a-beautiful-flawed-bridge-to-the-future/
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.
Moor Insights & Strategy hosts its Game Time Tech podcast with IBM live at Wimbledon’s All England Lawn Tennis Club. Join us for a great conversation with IBM’s Kevin Farrar – Head of Sport Partnerships UK, Wimbledon Partnership Executive. (https://www.linkedin.com/in/kevinfarraribm/)
IBM and Wimbledon have introduced a new generative AI feature called ‘Catch Me Up,’ powered by IBM's advanced Granite LLM models – which leverages watsonx, IBM’s AI and data platform, to offer personalized player stories for fans. This technology provides real-time AI-driven insights and analytics during matches, enhancing the viewing experience. By generating dynamic player statistics, predicting match outcomes, and creating automated highlight reels, the AI delivers tailored narratives for each player. This highlights the blend of sports and advanced AI to improve the fan experience for tennis enthusiasts.
Tune in to the Game Time Tech podcast, where hosts Melody Brue and Robert Kramer explore this year’s Wimbledon as Kevin Farrar joins us live from The All England Club!
Wimbledon is scheduled to be played from July 1, 2024 through July 14, 2024. To see IBM technology in action, visit wimbledon.com or the Wimbledon mobile app, available on the Apple App Store and Google Play Store.
The Game Time Tech podcast is a Six Five Media Production.
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.
Moor Insights & Strategy hosts its Game Time Tech podcast with IBM live at Wimbledon’s All England Lawn Tennis Club. Join us for a great conversation with IBM’s Kevin Farrar – Head of Sport Partnerships UK, Wimbledon Partnership Executive. (https://www.linkedin.com/in/kevinfarraribm/)
IBM and Wimbledon have introduced a new generative AI feature called ‘Catch Me Up,’ powered by IBM's advanced Granite LLM models – which leverages watsonx, IBM’s AI and data platform, to offer personalized player stories for fans. This technology provides real-time AI-driven insights and analytics during matches, enhancing the viewing experience. By generating dynamic player statistics, predicting match outcomes, and creating automated highlight reels, the AI delivers tailored narratives for each player. This highlights the blend of sports and advanced AI to improve the fan experience for tennis enthusiasts.
Tune in to the Game Time Tech podcast, where hosts Melody Brue and Robert Kramer explore this year’s Wimbledon as Kevin Farrar joins us live from The All England Club!
Wimbledon is scheduled to be played from July 1, 2024 through July 14, 2024. To see IBM technology in action, visit wimbledon.com or the Wimbledon mobile app, available on the Apple App Store and Google Play Store.
Welcome to this week’s edition of “MI&S Datacenter Podcast” I’m Patrick Moorhead with Moor Insights & Strategy, and I am joined by co-hosts Matt, Will, and Paul. We analyze the week’s top datacenter and datacenter edge news. We talk compute, cloud, security, storage, networking, operations, data management, AI, and more!
HPE Discover 2024 Insights
- https://x.com/WillTownTech/status/1806074462627877031
AI For President
- https://www.nbcnews.com/tech/tech-news/ai-candidate-running-parliament-uk-says-ai-can-humanize-politics-rcna156991
HPE and Pure Storage Close Out Conference Season
- https://www.forbes.com/sites/moorinsights/2024/06/25/hpe-discover-bringing-ai-to-the-enterprise-in-a-consumable-way/
- https://www.linkedin.com/feed/update/urn:li:activity:7208893987951136768/
- https://www.linkedin.com/feed/update/urn:li:activity:7209593186044846081/
Zscaler Zenith Live 2024 Insights
- https://x.com/WillTownTech/status/1803783139925356925
Virtual Rats
- https://doi.org/10.1038/s41586-024-07633-4
OCI Is The MultiCloud
- https://moorinsightsstrategy.com/research-notes/oracles-busy-week-of-earnings-and-multicloud-offerings/
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.
Technology is in use in all facets of sports from both the business side and the operations side related to the sport itself. This is especially true as sporting organizations do more to make the user experience even better, which typically entails an increase in SaaS application use. For example, baseball tickets themselves are digital in nature and available through the MLB.com app, making it easier to access and get into ballparks. And that’s just one example. Each game generates an enormous amount of data from players, officials, concessions, etc. At the end of the day, all of this data is critical and critical at given points in time. HYCU is proud to work with organizations like the Boston Red Sox to ensure the data across the business and baseball operations is efficiently backed up and able to recover in the event of simple human error or deletion to other events. HYCU works with several sporting organizations globally, including the MLB.
Tune in to this episode of the Game Time Tech podcast, where hosts Melody Brue and Robert Kramer as they talk with Simon Taylor, Founder & CEO of HYCU and explore how tech is revolutionizing sports, from digital tickets to player data. Don't miss out on insights from working with top organizations like the Boston Red Sox!
We are live for episode 27 of the Hot Desk Podcast with Melody Brue and Robert Kramer.
Adobe Earnings
Databricks
- https://www.databricks.com/company/newsroom/press-releases/introducing-databricks-aibi-intelligent-analytics-real-world-data
InfoComm
- HP Poly: https://moorinsightsstrategy.com/the-six-five/the-future-of-workplace-collaboration-six-five-in-the-booth-at-infocomm-2024/
- Shure: https://www.shure.com/en-US/conferencing-meetings/infocomm
- BrightSign: https://www.brightsign.biz/markets/entertainment-venues/
SAP Sapphire
- https://news.sap.com/2024/06/sap-sapphire-news-business-ai-enterprise-cloud-portfolio-cutting-edge-partnerships/
- https://news.sap.com/2024/06/joule-microsoft-copilot-unified-work-experience/
Cisco Live
- https://www.linkedin.com/posts/melodybrue_one-of-my-favorite-parts-of-big-tech-conferences-activity-7203872187026489346-q-dU?utm_source=share&utm_medium=member_desktop
- https://www.forbes.com/sites/moorinsights/2024/06/11/cisco-finds-its-ai-hyperdrive-at-cisco-live-us-2024/
Zoholics
- https://www.zoho.com/news/zoho-announces-early-access-to-crm-for-everyone.html?zwcDate=june%205,%202024
- https://moorinsightsstrategy.com/the-six-five/philosophy-conviction-and-culture-the-distinctive-edge-of-zoho-six-five-on-the-road/
- https://moorinsightsstrategy.com/the-six-five/zohos-business-impact-from-smb-to-enterprise/
- https://moorinsightsstrategy.com/the-six-five/how-improving-employee-satisfaction-elevates-customer-experience-six-five-on-the-road/
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.
On this episode of the Moor Insights & Strategy Insider Podcast, host Patrick Moorhead is joined by Marc Fredman, SVP, Chief Strategy Officer, CCC Intelligent Solutions. Technology is progressing at an accelerating rate, with previously unimaginable possibilities being unlocked daily through the power of cloud computing, artificial intelligence, wireless connectivity, and other innovations. But the way we think about technology, and how it can be maximally applied to elevate human experiences, has not kept up. Intelligent Experience from CCC Intelligent Solutions delivers the optimal, orchestrated outcome for any technological experience tailored to serve many individuals while balancing a wide variety of often competing factors such as cost, profitability, customer experience, and employee effectiveness. Intelligent Experience is achieved by systematically applying a platform-based approach to data, technology ecosystems, and AI at unprecedented scale.
Welcome to this week’s edition of “MI&S Datacenter Podcast” I’m Patrick Moorhead with Moor Insights & Strategy, and I am joined by co-hosts Matt, Will, and Paul. We analyze the week’s top datacenter and datacenter edge news. We talk compute, cloud, security, storage, networking, operations, data management, AI, and more!
Nutanix Is Moving & Shaking With Dell & Lenovo
- https://moorinsightsstrategy.com/research-notes/nutanix-and-dell-partner-for-hybrid-multi-cloud-solutions/
Dell Tech World Networking & Edge Updates
- https://x.com/WillTownTech/status/1792969229245001981
SB1047 Dangerous To AI
- https://legiscan.com/CA/text/SB1047/2023B1047
- https://x.com/Moor_Quantum/status/1791955456304226748
Microsoft Build - Cobalt Is My CoPilot
- https://techcommunity.microsoft.com/t5/azure-compute-blog/announcing-the-preview-of-new-azure-vms-based-on-the-azure/ba-p/4146353
IBM Introduces Concert
- https://moorinsightsstrategy.com/research-notes/ibm-concert-aims-to-supercharge-enterprise-operations-through-ai/
AI Reads Your Brain
- https://doi.org/10.1038/d41586-024-01451-4
Earnings Season Is In Full Flight
- https://www.linkedin.com/feed/update/urn:li:activity:7201683734104875008/
- https://www.linkedin.com/feed/update/urn:li:activity:7201682139472408576/
- https://www.linkedin.com/feed/update/urn:li:activity:7202054443914178562/
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.
We are live for episode 25 of the Hot Desk Podcast with Melody Brue and Robert Kramer.
ServiceNow
- https://www.forbes.com/sites/moorinsights/2024/05/20/servicenows-bold-gambit-to-become-the-platform-of-platforms/?ss=cloud&sh=23e43d004524
Microsoft Build
- https://blogs.microsoft.com/blog/2024/05/21/whats-next-microsoft-build-continues-the-evolution-and-expansion-of-ai-tools-for-developers/
IBM Think
- https://www.ibm.com/blog/announcement/data-product-hub/
Salesforce Connection
- https://www.salesforce.com/news/press-releases/2024/05/22/einstein-copilot-marketing-commerce-news/
Zoom Perspectives
- https://www.linkedin.com/posts/melodybrue_in-flight-from-nyc-to-la-with-thoughts-activity-7199278451130814464-ZJnT
Canva Create
- https://www.linkedin.com/posts/melodybrue_whirlwind-day-at-canva-create-i-have-so-activity-7199617631006433280-qQaP
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.
We are live for episode 25 of the Hot Desk Podcast with Melody Brue and Robert Kramer. We’re are discussing Avaya ENGAGE, Box Content Cloud Summit, BlueYonder, and Meta's Workplace migration to Workvivo. Also, a quick MSBuild teaser?
Avaya ENGAGE
- https://avaya-engage.avaya.com/denver-2024#
- https://www.linkedin.com/posts/melodybrue_i-spent-this-week-at-avaya-engage-i-had-activity-7196896786895020032-c-cL?utm_source=share&utm_medium=member_desktop
- https://x.com/MelodyBrue/status/1790410664915152941
Box Hubs
- https://blog.box.com/join-box-hubs-beta-start-curating-organizing-and-publishing-great-content-today
- https://x.com/MelodyBrue/status/1791135694481436922
Blue Yonder
- https://blog.blueyonder.com/our-top-7-takeaways-from-the-icon-2024-main-stage-keynotes/
Meta’s Workplace Migration to Workvivo by Zoom
- https://joshbersin.com/2024/05/goodbye-to-workplace-by-meta-hello-to-workvivo-by-zoom/
What’s Coming Up?
- Microsoft Build
- Zoom Perspectives
- Canva Create
- IBM Think, Informatica World, and Salesforce Connection
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.
Welcome to this week’s edition of “MI&S Datacenter Podcast” I’m Patrick Moorhead with Moor Insights & Strategy, and I am joined by co-hosts Matt, Will, and Paul. We analyze the week’s top datacenter and datacenter edge news. We talk compute, cloud, security, storage, networking, operations, data management, AI, and more!
LAB Trains AI Like a Human
- https://arxiv.org/pdf/2403.01081
The Chip Market is Red Hot
- https://www.linkedin.com/feed/update/urn:li:activity:7194077690935611393/
- https://www.led/update/urn:li:activity:7191206866511650816/ inkedin.com/fe
RSA Conference 2024 Highlights
- https://x.com/WillTownTech/status/1788727193419554832
Qiskit 1.0 – 7 Years Old
- https://www.forbes.com/sites/moorinsights/2024/05/15/qiskit-10-a-milestone-for-the-worlds-most-popular-quantum-software/
Has AI Made Storage Cool Again?
- https://www.linkedin.com/feed/update/urn:li:activity:7193773341793476609/
- https://blocksandfiles.com/2024/05/15/hpe-greenlake-aws-alletra-mp/
Marvell’s AI Silicon
- https://www.linkedin.com/posts/wstownsend_ai-activity-7193624226292002816-8V7Y
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.
We are live for episode 24 of the Hot Desk Podcast. Melody Brue, Rob Kramer, and special guest Jason Andersen are talking AWS Cloud, Amazon Q, and ServiceNow Knowledge2024.
Amazon Q
- https://moorinsightsstrategy.com/research-notes/amazon-q-delivers-an-evolved-take-on-ai-for-enterprises/
- https://www.linkedin.com/posts/melodybrue_research-note-amazon-q-delivers-an-evolved-activity-7191914867585343488-Q77E
- https://www.linkedin.com/posts/robert-kramer-58239b22_amazon-web-services-aws-releases-enterprise-activity-7192108597869248514-pZUw
- https://www.linkedin.com/posts/jasontandersen_research-note-amazon-q-delivers-an-evolved-activity-7191919439565500416-e-iX
ServiceNow Knowledge 2024
- https://x.com/PatrickMoorhead/status/1787947668356165751
- https://x.com/MelodyBrue/status/1788253817479258306
- https://knowledge.servicenow.com/flow/servicenow/k24/agenda/page/event
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.
We are LIVE with Episode 23 of the Hot Desk Pod with Melody Brue and Robert Kramer. We’re talking Oracle Analyst Summit, Microsoft earnings, Google earnings, and how healthcare tech is having a moment.
Oracle Analyst Summit
- ERP Track - investing in data management, AI and features
- CRM Track
- HCM Track
Microsoft Earnings Q32024 Earnings
- https://www.microsoft.com/en-us/investor/earnings/FY-2024-Q3/press-release-webcast
Google Q1 2024 Earnings
- https://abc.xyz/assets/91/b3/3f9213d14ce3ae27e1038e01a0e0/2024q1-alphabet-earnings-release-pdf.pdf
Healthcare Tech’s Moment
- https://apnews.com/article/oracle-larry-ellison-nashville-headquarters-health-care-cf74172176f6c90210e8ac96e1ff6f52
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.
Welcome to this week’s edition of “MI&S Datacenter Podcast” I’m Patrick Moorhead with Moor Insights & Strategy, and I am joined by co-hosts Matt, Will, and Paul. We analyze the week’s top datacenter and datacenter edge news. We talk compute, cloud, security, storage, networking, operations, data management, AI, and more!
Cisco Launches Hypershield to Address AI Security
- https://x.com/WillTownTech/status/1780986288029462883
Intel Gaudi 3 for GenAI in the Enterprise
- https://www.forbes.com/sites/moorinsights/2024/04/16/intel-announces-gaudi-3-accelerator-for-generative-ai/?sh=6c3d2cae5857
A Volume of Millions
- https://www.quantinuum.com/news/quantinuum-extends-its-significant-lead-in-quantum-computing-achieving-historic-milestones-for-hardware-fidelity-and-quantum-volume
AMD Pensando and its DPU leadership
- https://x.com/WillTownTech/status/1777332847134572915
- https://moorinsightsstrategy.com/wp-content/uploads/2024/04/AMD-Pensando-Silicon-That-Supercharges-the-Modern-Datacenter-By-Moor-Insights-And-Strategy.pdf
Google Announces Axion
- https://www.forbes.com/sites/moorinsights/2024/04/09/google-introduces-axion-its-arm-based-home-grown-cpu/?sh=c8038b970b43
Millions of Tokens
- https://arxiv.org/pdf/2403.05530.pdf
- https://blog.google/technology/ai/google-gemini-next-generation-model-february-2024/
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.
On this episode of the Moor Insights & Strategy Insider Podcast, host Patrick Moorhead is joined by Chris Walker, the newly appointed CEO of Untether AI to talk about the inflection point we're seeing with AI.
AI is experiencing a pivotal moment. With neural network compute loads increasing and companies now transitioning from training AI models to deploying them (inference), there is a need for an entirely new type of compute structure to deal with this seismic shift. Untether AI, born and based in an international hub of AI (Toronto), with a roster of Silicon Valley chip veterans, has purpose-built AI chips that not only drop the cost barrier but also reduce operational expenses. Untether AI’s ICs run AI workloads faster and more energy efficiently, so they consume significantly less power.
Moor Insights & Strategy hosts its Game Time Tech podcast with IBM live at the Masters! Join us for an exciting conversation steeped in tradition and tech with IBM Partner and Practice Lead, IBM ix Sports and Entertainment, Monica Ellingson, about IBM watsonx's Digital Experience at The Masters.
In an era shaped by AI and data, these technologies are leaving their mark on various industries, including sports. They are transforming how sports are played and enhancing the overall fan experience. Technology sponsorships have evolved beyond displaying logos to introducing technology and data-driven insights that significantly improve the way sports are played.
IBM and IBM watsonx is set to change the 2024 Masters experience by revealing the mystique of Augusta National Golf Club through its Masters' digital platform, Hole Insights, AI Narration, and other innovations. These innovations are designed to elevate the Masters experience as they showcase IBM's drive to enhance customer care experiences and data-driven decisions across industries.
Tune in to the Game Time Tech podcast, where hosts Melody Brue and Robert Kramer explore the roles of AI and data at this year's Masters, along with Monica, who is joining us live from Augusta!
The 88th Masters Tournament will be played from April 11-14 at Augusta National Golf Club in Augusta, GA. To see IBM technology in action, visit Masters.com or the Masters mobile app, available on the Apple App Store and Google Play Store.
The Game Time Tech podcast is a Six Five Media Production.
Welcome to this week’s edition of “MI&S Datacenter Podcast” I’m Patrick Moorhead with Moor Insights & Strategy, and I am joined by co-hosts Matt, Will, and Paul. We analyze the week’s top datacenter and datacenter edge news. We talk compute, cloud, security, storage, networking, operations, data management, AI, and more!
Has Fortinet Established Itself with Secure Networking?
- https://x.com/WillTownTech/status/1775709723154944204
Has Broadcom Built the Semiconductor Development Model of the Future?
- https://www.forbes.com/sites/patrickmoorhead/2024/04/01/broadcom-scales-connectivity-and-performance-for-advanced-ai-workloads/?sh=304f0995631d
You Can Make AI Dangerous
- https://www-cdn.anthropic.com/af5633c94ed2beb282f6a53c595eb437e8e7b630/Many_Shot_Jailbreaking__2024_04_02_0936.pdf
The InfiniBand vs Ethernet Cage Fight for AI Workloads
- https://x.com/WillTownTech/status/1775150343657333125
Nutanix and Cisco are Delivering the Cloud Experience of the Future - Today
- https://www.nutanix.com/solutions/ai
Logical Qubit Breakthrough
- https://cloudblogs.microsoft.com/quantum/2024/04/03/how-microsoft-and-quantinuum-achieved-reliable-quantum-computing/
- https://www.quantinuum.com/news/quantinuum-and-microsoft-announce-new-era-in-quantum-computing-with-breakthrough-
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.
Enterprise Connect
- Mel Hot Takes
Adobe Max
- Robert Hot Takes
- GAI - Data Drive Personalities
- CDP
- Content Supply Chain
What’s Coming Up?
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.
On this episode of the Moor Insights & Strategy Insider Podcast, host Patrick Moorhead is joined by Vlad Shmunis, Founder, Chairman, and CEO, to discuss RingCentral’s 25-year journey.
Their conversation explores:
- RingCentral’s focus on transforming and revolutionizing business communications
- Their approach to AI and its power to augment business communications, drive deeper customer satisfaction and engagement, and enable workforces to reach new heights.
- RingCentral's unique approach to AI and how it is being infused across the product portfolio.
- Where the communications industry is headed and RingCentral’s vision for the future
Welcome to this week’s edition of “MI&S Datacenter Podcast” I’m Patrick Moorhead with Moor Insights & Strategy, and I am joined by co-hosts Matt, Will, and Paul. We analyze the week’s top datacenter and datacenter edge news. We talk compute, cloud, security, storage, networking, operations, data management, AI, and more!
Nile Launches a Differentiated NaaS Offering
- https://x.com/WillTownTech/status/1770111234009952496?s=20
NVIDIA GTC 2024 Recap - Blackwell, NIMS, and Tools
- https://www.datacenterknowledge.com/hardware/nvidia-launches-next-generation-blackwell-gpus-amid-ai-arms-race
Qualcomm On-Device AI & More
- https://www.forbes.com/sites/moorinsights/2024/03/12/qualcomm-on-device-ai-powers-future-products-from-phones-to-pcs/
Microsoft Announces GA of its Copilot for Security
- https://x.com/WillTownTech/status/1767946286177595887?s=20
Oracle Autonomous Database - Global Shards
- https://www.forbes.com/sites/moorinsights/2024/03/20/oracle-launches-globally-distributed-autonomous-database/?sh=bc79c4520131
AI Brain Spy
- https://arxiv.org/pdf/2403.11207.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.
We are LIVE for episode 18 of the Hot Desk Podcast with Melody Brue and special guest host Robert Kramer talking Salesforce, IBM’s “Let’s Create” campaign using Adobe Firefly, 8x8’s new CX messaging tool, and an exciting new announcement from Moor Insights & Strategy
Introducing Robert Kramer, VP & Principal Analyst, Enterprise Data
- https://moorinsightsstrategy.com/team/robert-kramer/
- https://www.linkedin.com/in/robert-kramer-58239b22/
- https://twitter.com/RobKramer_Data
- https://www.forbes.com/sites/moorinsights/people/robertkramer/
Salesforce TDX24
- https://www.salesforce.com/trailblazerdx/
- https://x.com/RobKramer_Data/status/1765855767150973404?s=20
- https://x.com/RobKramer_Data/status/1765460339842515262?s=20
IBM Generates “Let’s Create” Campaign with Adobe Firefly
- https://blog.adobe.com/en/publish/2024/03/06/ibm-reimagines-content-creation-digital-marketing-adobe-firefly-generative-ai
- https://www.linkedin.com/posts/melodybrue_ibm-uses-adobe-firefly-to-create-commercially-activity-7171406531127656449-IIzt?utm_source=share&utm_medium=member_desktop
8x8 Proactive Outreach
- https://8x8.gcs-web.com/news-releases/news-release-details/proactive-outreach-8x8-contact-center-enhances-customer
Game Time Tech
- Coming soon…Stay tuned!
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.
On this episode of the Moor Insights & Strategy Market Spotlight, host Will Townsend discusses Juniper Networks Beyond Labs initiative with CTO Raj Yavatkar, unpacking investigations tied to networking and AI, sustainability, 5G and quantum secure communications.
This is a great conversation you don't want to miss!
We are LIVE! Episode 17 of the Hot Desk Weekly Podcast with Moor Insight and Strategy’s PatrickMoorhead and Melody brue! We've got Google's Gemini AI for Google Workspace, Box, HubSpot, SAP moving nonprofit digital transformation, and OpenAI’s ChatGPT goes rogue. Hot or Not? Snapdragon's new sonic!
Gemini for Google Workspace
- https://www.linkedin.com/posts/melodybrue_gemini-duet-ai-activity-7166122848602836993-nKBN?utm_source=share&utm_medium=member_desktop
Nonprofit Digital Transformation
- Box: https://www.linkedin.com/posts/melodybrue_boxorg-digitaltransformation-socialimpact-activity-7166433187189997569-k6P_?utm_source=share&utm_medium=member_desktop
- HubSpot: https://www.hubspot.com/nonprofits
- SAP: https://www.concur.com/en-us/non-profit-organizations
Gemini and ChatGPT Go Rogue
- https://x.com/Google_Comms/status/1760603321944121506?s=20
- https://arstechnica.com/information-technology/2024/02/chatgpt-alarms-users-by-spitting-out-shakespearean-nonsense-and-rambling/
Hot or Not? The New Snapdragon Sonic
- https://www.qualcomm.com/snapdragoninsiders/news-forums/introducing-the-new-sound-of-snapdragon
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.
Welcome to this week’s edition of “MI&S Datacenter Podcast” I’m Patrick Moorhead with Moor Insights & Strategy, and I am joined by co-hosts Matt, Will, and Paul. We analyze the week’s top datacenter and datacenter edge news. We talk compute, cloud, security, storage, networking, operations, data management, AI, and more!
Arm Announces Third Generation of Neoverse
- https://www.linkedin.com/feed/update/urn:li:activity:7166188654426550273/
A Photon-Ion Cocktail
- https://ionq.com/news/ionq-achieves-critical-first-step-towards-developing-future-quantum-networks
- https://x.com/Moor_Quantum/status/1760763360511967357?s=20
Observability a Bright Spot in Cisco 2Q Earnings
- https://x.com/MelodyBrue/status/1760457770636095581?s=20
Intel Foundry - Gelsinger Gets it Right
- https://www.intel.com/content/www/us/en/newsroom/news/foundry-news-roadmaps-updates.html#gs.5ey5lf
Google Does Gemma
- https://blog.google/technology/developers/gemma-open-models/
- https://x.com/Moor_Quantum/status/1760734088955318332?s=20
Fortinet Posts Solid 4Q & EOY Growth
- https://x.com/WillTownTech/status/1755276584733356254?s=20
Quick Recap of NVIDIA 4Q Earnings - Holy Heck
- https://www.linkedin.com/feed/update/urn:li:activity:7166198592133586945/
AI Alliance's Open AI Advocacy
- https://www.forbes.com/sites/moorinsights/2024/02/16/the-ai-alliance-how-to-make-friends-and-influence-ai-policy/
- https://x.com/Moor_Quantum/status/1759956183807365405?s=20
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.
We are LIVE for Episode 16 of the Hot Desk Podcast with Moor Insights and Strategy’s Patrick Moorhead and Melody Brue talking Zoho's ZohoDay24, ServiceNow's CRM ambitions, collaboration apps for Apple Vision Pro and Hot or Not?: SuperBowl ads before game time!
Zoho’s ZohoDay24
- https://www.linkedin.com/posts/melodybrue_zohoday24-ceo-zohoday24-activity-7161244622659145729-vUkp?utm_source=share&utm_medium=member_desktop
- https://x.com/MelodyBrue/status/1755625320676217343?s=20
- https://x.com/MelodyBrue/status/1755606376334991654?s=20
ServiceNow’s CRM Ambitions
- https://www.forbes.com/sites/moorinsights/2024/02/06/servicenow-reports-fourth-quarter-and-full-year-2023-financial-results/
Collab Apps for Apple Vision Pro
- Zoom: https://news.zoom.us/zoom-launches-new-app-for-apple-vision-pro-to-make-hybrid-collaboration-more-immersive/
- Webex: https://blog.webex.com/hybrid-work/immersive-meetings-with-webex-on-apple-vision-pro/
- Box: https://blog.box.com/box-apple-vision-pro-brings-your-enterprise-content-life
Hot or Not: Super Bowl Commerical Pre-release
- https://apnews.com/article/super-bowl-commercials-2024-08ede12cbd5d7d6ba895e067cfc6393f
- https://www.today.com/video/microsoft-shows-off-new-ai-powered-chatbot-in-super-bowl-ad-203774533724
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.
Welcome to this week’s edition of “MI&S Datacenter Podcast” I’m Patrick Moorhead with Moor Insights & Strategy, and I am joined by co-hosts Matt, Will, and Paul. We analyze the week’s top datacenter and datacenter edge news. We talk compute, cloud, security, storage, networking, operations, data management, AI, and more!
Is IBM Moving into the SMB Space with LinuxONE?
- https://moorinsightsstrategy.com/research-notes/research-note-ibm-announces-linuxone-4-express/
AI's Dirty Little Secret
- https://arxiv.org/pdf/2310.17688.pdf
Cisco Attacks AI, HCI, and the Edge in Amsterdam
- https://newsroom.cisco.com/c/r/newsroom/en/us/a/y2024/m02/in-the-spotlight-at-cisco-live-amsterdam-ai-simplicity-and-security.html
Gee, no GPS?
- https://x.com/Moor_Quantum/status/1743303184360112494?s=20
- https://www.diu.mil/latest/quantum-sensing-enters-the-dod-landscape-in-first-of-a-kind-high-performance
- https://www.forbes.com/sites/moorinsights/2020/04/30/big-atoms-make-small-super-sensitive-quantum-receivers/?sh=5a5a3f08740c
Datacenter Cooling - The Next Big Thing
- https://www.linkedin.com/feed/update/urn:li:activity:7160254755292778496/
Build a Better Biothreat
- https://openai.com/research/building-an-early-warning-system-for-llm-aided-biological-threat-creation
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.
We are LIVE with Episode 15 of the Hot Desk Podcast with Patrick Moorhead and Melody Brue! This week, Box acquires Crooze, Ceridian snags eloomi, Salesforce gets smart at NRF with EinsteinAI in Marketing Cloud, and in Hot or Not: Kyte Baby RTO.
Box Acquires Crooze
- https://blog.box.com/box-acquires-crooze-transform-enterprise-content-management
- https://www.linkedin.com/posts/melodybrue_ecm-acquisition-modernwork-activity-7155972822362726401--bBR?utm_source=share&utm_medium=member_desktop
Ceridian to Acquire eloomi
- https://www.ceridian.com/company/newsroom/2023/ceridian-to-acquire-eloomi-a-market-leading-learning-and-development-platform
Salesforce Einstein 1 in Marketing Cloud
- https://finance.yahoo.com/news/salesforce-crm-unveils-genai-powered-131000580.html
Hot or Not: Kyte Baby RTO
- https://www.hr-brew.com/stories/2024/01/24/kyte-baby-remote-work-mishap
- https://kytebaby.com/
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.
Welcome to this week’s edition of “MI&S Datacenter Podcast” I’m Patrick Moorhead with Moor Insights & Strategy, and I am joined by co-hosts Matt, Will, and Paul. We analyze the week’s top datacenter and datacenter edge news. We talk compute, cloud, security, storage, networking, operations, data management, AI, and more!
NVIDIA and Equinix Deliver Hosted Supercomputing
- https://www.linkedin.com/feed/update/urn:li:activity:7155934586366005248/
Zscaler Delivers the Industry’s First Zero-Trust SASE
- https://x.com/MoorInsStrat/status/1749543821996646648?s=20
Quantinuum - $300 Million is a Lot of Qubits
- https://www.quantinuum.com/news/honeywell-announces-the-closing-of-300-million-equity-investment-round-for-quantinuum-at-5b-pre-money-valuation
OCI GenAI for the Enterprise
- https://www.linkedin.com/feed/update/urn:li:activity:7155576582667988992/
Frontier Launches NaaS with Start-up Nile
- https://x.com/WillTownTech/status/1692248193365336412?s=20
Be Anything Anywhere Google and Adobe
- https://lumiere-video.github.io/
- https://www.youtube.com/watch?v=wxLr02Dz2Sc
- https://actanywhere.github.io/
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.
On this episode of the Moor Insights & Strategy Insider Podcast, host Patrick Moorhead is joined by Scott Harrell, Infoblox CEO. Their discussion explores:
- Scott’s first year as CEO and where he sees the company going
- Why DNS is so critical to securing, protecting, and improving performance of the network
- Key growth and market trends Scott sees across Networking and Security and what the C-Suite, NetOps, and SecOps teams should be thinking about
- Where Infoblox is headed and what customers and the industry can expect from the company in terms of innovation as they drive to unite networking and security
This is a compelling conversation you don't want to miss!
We are LIVE for Episode 14 of the Hot Desk Podcast with PatrickMoorhead and Melody Brue talking CES2024 and what's new from HP, Poly, Dell Technologies and more. Plus IBM mobility, Zoho WorkDrive, and Hot or Not? Microsoft Copilot Key.
CES 2024
- https://twitter.com/PatrickMoorhead/status/1743029471760785807/photo/1
- https://press.hp.com/us/en/press-releases/2024/hpatces-live.html
- https://moorinsightsstrategy.com/research-notes/research-note-dell-at-ces-2024-new-xps-laptops-and-ultrasharp-monitors/
IBM: Modern Work and Mobility
- https://www.ibm.com/downloads/cas/DRQO0E0Z
Zoho WorkDrive
- https://www.zoho.com/blog/workdrive/introducing-workdrive-4.0-part-2.html
Hot or Not? Microsoft Copilot Key
- https://blogs.windows.com/windowsexperience/2024/01/04/introducing-a-new-copilot-key-to-kick-off-the-year-of-ai-powered-windows-pcs/
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.
Welcome to this week’s edition of “MI&S Datacenter Podcast” I’m Patrick Moorhead with Moor Insights & Strategy, and I am joined by co-hosts Matt, Will, and Paul. We analyze the week’s top datacenter and datacenter edge news. We talk compute, cloud, security, storage, networking, operations, data management, AI, and more!
Has AWS Proven the Commoditization of the CPU with Graviton4?
- https://moorinsightsstrategy.com/research-notes/research-note-does-2024-mark-the-beginning-of-the-end-for-merchant-silicon/
HPE's Intention to Acquire Juniper Networks
- https://x.com/MoorInsStrat/status/1744888379681231213?s=20
AI and Quantum (No Li-ion)
- https://cloudblogs.microsoft.com/quantum/2024/01/09/unlocking-a-new-era-for-scientific-discovery-with-ai-how-microsofts-ai-screened-over-32-million-candidates-to-find-a-better-battery/
- https://arxiv.org/abs/2401.04070
Nutanix and Intel Want Your Business-Critical Apps
- https://www.youtube.com/watch?v=uanz4xN7mE4
Cisco's Intention to Acquire Isovalent
- https://x.com/WillTownTech/status/1737947176586907854?s=20
AI: Don't Worry, Be Healthy
- https://blog.research.google/2023/12/2023-year-of-groundbreaking-advances-in.html
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.
We are LIVE for Episode 13 of the Hot Desk Pod with PatrickMoorhead and Melody Brue discussing HP endpoint security, contact center 2024 trends, Grammarly AI, and hot or not? COP28. Let's talk modern work to end the year!
Endpoint Security at HP Security Summit
- https://www.hp.com/us-en/security/endpoint-security-solutions.html
Contact Center Trends for 2024
- https://www.cmswire.com/contact-center/6-contact-center-trends-to-watch-in-2024/
Grammarly Enterprise-Scale AI
- https://www.grammarly.com/releases
Hot or Not? Cop28
- https://www.vox.com/climate/24000157/cop28-climate-conference-uae-dubai-winners-losers-fossil-fuels-methane
- https://moorinsightsstrategy.com/research-notes/moor-insights-strategy-weekly-update-ending-december-8-2023/
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.
Welcome to this week’s edition of “MI&S Datacenter Podcast” I’m Patrick Moorhead with Moor Insights & Strategy, and I am joined by co-hosts Matt, Will, and Paul. We analyze the week’s top datacenter and datacenter edge news. We talk compute, cloud, security, storage, networking, operations, data management, AI, and more!
AMD Launches the MI300 Series
- https://moorinsightsstrategy.com/research-notes/amd-launches-mi300-series-datacenter-accelerators/
Itty Bitty Models
- https://store.google.com/intl/en/ideas/articles/pixel-feature-drop-december-2023/
- https://www.microsoft.com/en-us/research/blog/phi-2-the-surprising-power-of-small-language-models/
Intel Keeps on Chugging with Emerald Rapids
- https://www.forbes.com/sites/patrickmoorhead/2023/12/13/what-to-expect-at-intel-ai-event-a-discussion-with-ceo-pat-gelsinger/?sh=71ef3d9a5401
AI’s Got Game
- https://www.ibm.com/policy/why-we-must-protect-an-open-innovation-ecosystem-for-ai/
VAST Data Valuation Hits $9B
- https://www.linkedin.com/feed/update/urn:li:activity:7138254033709891585/
Subspace Correction for Constraints
- https://arxiv.org/pdf/2310.20191.pdf
Oracle Keeps Growing its Cloud Business
- https://www.linkedin.com/feed/update/urn:li:activity:7140118293247381504/
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.
Artificial Intelligence is the hottest topic of discussion for virtually every organization performing long-term strategic planning. Further, it’s a topic that spans the organization from operating units to marketing to IT. While “discriminative” AI, such as image recognition, has been delivering real value to organizations for several years, the excitement about generative AI’s potential to drive productivity is finding increasing interest across organizations of all types and sizes.
But how do organizations determine the relevance and utility of the raw information that feeds the AI data pipeline? The need for a comprehensive information lifecycle strategy is a critical first step.
Tune in to this podcast with Moor Insights & Strategy CEO and Chief Analyst Patrick Moorhead and VP & Principal Analyst Matt Kimball as they discuss these challenges and how companies like Iron Mountain are delivering solutions.
In the latest episode of the Moor Insights & Strategy Insider Podcast, host Patrick Moorhead discusses the rapid advancements in quantum computing with Dr. Jay Gambetta from IBM. The conversation centers on IBM's significant contributions to quantum computing, particularly their comprehensive strategy and commitment to technological development. Dr. Gambetta highlights IBM's efforts in transitioning from merely benchmarking quantum physics to advancing science with larger, more complex quantum machines.
Dr. Gambetta introduces the concept of "quantum utility," describing IBM's focus on making quantum technology more accessible and useful for real-world applications. This includes moving beyond benchmarking to using quantum machines for advancing scientific knowledge. He emphasizes the importance of IBM's hardware capabilities, particularly the development of larger quantum systems like the 100-qubit system, and IBM's open-source software stack, Qiskit.
The podcast also covers IBM's roadmap, with ambitious goals including expanding quantum circuit sizes and integrating error correction for improved performance. The conversation touches on the practical applications of quantum computing in fields like materials science and chemistry, and the potential for quantum computing to solve complex mathematical problems.
Dr. Gambetta discusses IBM's efforts to make quantum computing more user-friendly and applicable to real-world problems, with a focus on the integration of quantum and classical computing. He also mentions upcoming hardware developments like the IBM Heron Quantum Processor and the System Two architecture.
Overall, the podcast sheds light on IBM's strategy and advancements in quantum computing, emphasizing the company's role in pushing the boundaries of what's possible in this rapidly evolving field.
We are LIVE for Episode 12 of the Hot Desk Pod with Patrick Moorhead and Melody Brue with early GAI productivity data from the Microsoft Work Trend Index, Zoom Surveys, and emoji compliance in UCC Hot or Not? - Instagram-worthy offices. Tune in for all things modernwork!
GenAI Productivity Data: Microsoft Work Trend Index
- https://www.microsoft.com/en-us/worklab/work-trend-index/copilots-earliest-users-teach-us-about-generative-ai-at-work
Zoom Surveys
- https://news.zoom.us/zoom-surveys/
Emoji Compliance
- https://www.techtarget.com/searchunifiedcommunications/feature/Ensuring-collaboration-tool-compliance-and-governance
Hot or Not? Instagram-Worthy Offices
- https://www.nytimes.com/2023/11/26/business/office-design-rto.html
- https://www.businessinsider.com/return-to-office-instagram-post-rto-wfh-work-2023-11
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.
Welcome to this week’s edition of “MI&S Datacenter Podcast” I’m Patrick Moorhead with Moor Insights & Strategy, and I am joined by co-hosts Matt, Will, and Paul. We analyze the week’s top datacenter and datacenter edge news. We talk compute, cloud, security, storage, networking, operations, data management, AI, and more!
Better Bedrock Building
- https://press.aboutamazon.com/2023/11/aws-announces-more-model-choice-and-powerful-new-capabilities-in-amazon-bedrock-to-securely-build-and-scale-generative-ai-applications
HPE’s Impressive Intelligent Edge Performance
- https://x.com/WillTownTech/status/1729883805442605382?s=20
Thumbs Up - AWS Innovation Center
- https://aws.amazon.com/blogs/machine-learning/introducing-the-aws-generative-ai-innovation-centers-custom-model-program-for-anthropic-claude/
AWS Speaks to Observability
- https://x.com/WillTownTech/status/1729211188066820455?s=20
New Skills for AWS Sagemaker
- https://press.aboutamazon.com/2023/11/aws-announces-five-new-amazon-sagemaker-capabilities-for-scaling-with-models
Cisco Partner Summit Insights
- https://x.com/WillTownTech/status/1724434889464828278?s=20
AWS New Home Grown Silicon - Graviton4 and Trainium2
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.
We're live for episode 11 of the MI&S Hot Desk Podcast, talking about RingCentral’s launch event, Microsoft Ignite, and Lenovo’s video bar collaboration with Jabra.
RingCentral Virtual Launch Event
RingCentral Events
- https://ir.ringcentral.com/news/press-release-details/2023/RingCentral-Introduces-RingCentral-Events-for-Virtual-Onsite-and-Hybrid-Events/default.aspx
- https://www.linkedin.com/posts/melodybrue_ringcentrallauch-activity-7130288211829919744-hQg9?utm_source=share&utm_medium=member_desktop
RingCX AI-first Contact Center
- https://ir.ringcentral.com/news/press-release-details/2023/RingCentral-Announces-General-Availability-of-RingCX-a-Natively-Built-AI-first-Contact-Center-that-is-Simple-to-Use-and-Easy-to-Deploy/default.aspx
Microsoft Ignite 2023
Microsoft Copilot Updates in Teams and 365
- https://x.com/satyanadella/status/1724980955918844146?s=20
- https://techcommunity.microsoft.com/t5/microsoft-teams-blog/what-s-new-in-microsoft-teams-microsoft-ignite-2023/ba-p/3976670
Microsoft Copilot Studio
- https://www.linkedin.com/feed/update/urn:li:activity:7130600747037032448/
- https://www.microsoft.com/en-us/microsoft-365/blog/2023/11/15/announcing-microsoft-copilot-studio-customize-copilot-for-microsoft-365-and-build-your-own-standalone-copilots/
Lenovo Collaborates with Jabra
- https://news.lenovo.com/pressroom/press-releases/jabra-thinksmart-bar-180-solution-windows-autopilot-support/
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.
Welcome to this week’s edition of “MI&S Datacenter Podcast” I’m Patrick Moorhead with Moor Insights & Strategy, and I am joined by co-hosts Matt, Will, and Paul. We analyze the week’s top datacenter and datacenter edge news. We talk compute, cloud, security, storage, networking, operations, data management, AI, and more!
Microsoft Jumps into the Silicon Game at Ignite
- https://www.linkedin.com/feed/update/urn:li:activity:7130677095503953921/
- https://twitter.com/MattKimball_MIS/status/1724912009227931893
AI = Trillion Watt Hours
- https://www.cell.com/joule/fulltext/S2542-4351(23)00365-3
Oracle Hosts PostgreSQL. What?
- https://www.linkedin.com/feed/update/urn:li:activity:7130546703182548992/
- https://blogs.oracle.com/cloud-infrastructure/post/oci-database-postgres
Quantum Utility
- https://research.ibm.com/blog/what-is-quantum-utlity
Supercomputing 2023 Takeaways
- https://twitter.com/MattKimball_MIS/status/1724246586459394512
- https://twitter.com/MoorInsStrat/status/1724426857251053916
Pssst. Hey, Want a Job?
- https://www.theinformation.com/articles/openais-new-tack-in-talent-war-with-google-promising-recruits-a-quick-stock-bump
Dell Tech Analyst Summit 2023 Recap
- https://twitter.com/MattKimball_MIS/status/1720104041093456281
AWS AI Party Rock!
- https://aws.amazon.com/blogs/aws/build-ai-apps-with-partyrock-and-amazon-bedrock/
- https://partyrock.aws/
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.
Will Townsend, Vice President & Principal Analyst, Networking & Security sits down with Fastly CEO Todd Nightingale to discuss Fastly, its mission and opportunities for the future at the company's Altitude 2023 event.
On this episode of the Moor Insights & Strategy Podcast, Will Townsend, Vice President and Principal Analyst for Networking and Security is joined by Nav Singh, Vice President of Marketing for Network Security at Palo Alto Networks. Their conversation covers Palo Alto Networks' virtual event, Intersect, which focused on four best practice sessions:
- Zero Trust Foundation for Network Security: They explore the concept of zero trust in network security. Zero Trust is simple in concept but challenging to implement, and the pandemic and hybrid work models have shifted the approach to network security from implicit trust to explicit, continuous verification. Palo Alto Networks advocates three principles: least privileged access control, continuous trust verification, and continuous security inspection.
- Hybrid Workforce Security: The conversation shifts to the challenges of securing networks in a hybrid work environment and Palo Alto Networks' approach, which includes secure access service edge (SASE) to bring security and networking closer to users, whether mobile or in branch offices. The two discuss the need for exceptional user experience and sophisticated threat protection in various settings.
- Securing a Hybrid Cloud with Complete Zero Trust: Will and Nav delve into the complexities of securing multi-cloud and hybrid cloud environments, highlighting the shared responsibility in cloud security and Palo Alto Networks' solutions that provide sophisticated security in a software form factor for cloud-hosted applications.
- Securing Endpoints and Operational Technology (OT) Environments: The focus turns to securing endpoints and OT environments, like manufacturing and healthcare, where IoT and machine-to-machine connections are prevalent. Nav discusses the unique challenges in these environments and Palo Alto Networks' tailored approach to visibility, policy recommendations, and securing IT and OT environments.
Throughout their conversation, Will and Nav emphasize the importance of simplicity, scalability, visibility, and tailored solutions for different industry verticals in network and security management.
We're LIVE for Episode 10 of the MI&S Hot Desk Podcast, talking about Adobe MAX, Box Works, Avaya’s customer journey, Cisco WebexOne, and Hot or Not? A not-quite-freemium XaaS model.
Adobe MAX
- https://www.forbes.com/sites/moorinsights/2023/11/02/adobe-highlights-ai-powered-creativity-and-content-supply-chain-at-adobe-max/
BoxWorks
- https://x.com/MelodyBrue/status/1715055613825126703?s=20
- https://www.youtube.com/watch?v=FNYZ9g9yY0Q
Avaya’s “Choose Your Journey” Strategy
- https://www.forbes.com/sites/moorinsights/2023/07/21/avaya-ceo-theres-not-a-company-in-this-space-id-trade-balance-sheets-with/?sh=5607a1016eda
- https://www.avaya.com/en/about-avaya/newsroom/pr-us-230501/
- https://events.avaya.com/intl-ev-gitex?CTA=24CLD-EMEA-GTX-EM&TAC=24CLD-EMEA-SIGN-EM
Cisco WebexOne
- https://www.webexone.com/
- https://x.com/MelodyBrue/status/1717181509390729704?s=20
Hot or Not? “No-Additional Cost” Features
Webex contact center basic
- https://investor.cisco.com/news/news-details/2023/Cisco-Unveils-Webex-AI-Strategy-at-WebexOne/default.aspx
Zoom Companion AI
- https://www.forbes.com/sites/moorinsights/2023/09/08/zoom-unveils-new-ai-companion-features/?sh=7ac668464af0
Microsoft Windows 11 AI Features
- https://www.forbes.com/sites/moorinsights/2023/09/27/microsoft-aims-to-bring-ai-to-life-with-a-unified-copilot-experience/?sh=1f56d9335e0b
Canva - Free for Classrooms
- https://mashable.com/article/canva-launches-classroom-ai-tools?utm_source=www.joinsuperhuman.ai&utm_medium=newsletter&utm_campaign=apple-s-big-ai-push-siri-music-messages-and-more
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.
On this episode of the Moor Insights & Strategy Insider Podcast, host Melody Brue is joined by Matthew Purdon, Sr. Product Director, Creative Cloud for Enterprise & SMB at Adobe during the Adobe Max conference. Their conversation focuses on Adobe's response to the dramatically increasing need for content, particularly in terms of personalization, variety of channels, and velocity. Key points discussed:
- Content Demand Explosion: Adobe predicts a 5x increase in content demand in the next two years. This surge encompasses personalization, channel variety, and content velocity.
- Adobe Gen Studio's Role: Adobe's integrated end-to-end solution addresses challenges in the entire content supply chain and facilitates content creation by leveraging generative AI, enabling efficient collaboration between creatives and marketers.
- Content Supply Chain: The content supply chain process, from creative brief to content delivery, is inefficient in its current state in areas such as asset mismanagement and time wastage. Melody and Matthew explore how Adobe's solutions enhance efficiency and speed to market.
- Macro vs. Agile Marketing: Adobe Gen Studio supports both macro marketing (large, brand-focused campaigns) and agile marketing (quick, iterative campaigns) by enabling the use of assets from macro campaigns in agile ones, improving efficiency and brand consistency.
- Control Over Content Creation: The importance of control in content creation is stressed, ensuring that AI tools like Firefly augment rather than replace human creativity and preserve brand integrity.
- C-Suite Attention on Content Velocity: The discussion shifts to why content velocity is a C-suite concern, emphasizing cost reduction and efficiency in content creation as key drivers.
- Adobe's Competitive Edge: Adobe's strength lies in its comprehensive product suite, seamless integrations, and data analytics capabilities, leading to a robust content management ecosystem.
- Ecosystem and Generative AI: Adobe’s ecosystem is tailored to unite marketers and creatives, facilitating content creation across professional and more accessible tools. Adobe is investing heavily in generative AI (like Firefly) to integrate into creative workflows, enhancing productivity and creative potential.
Overall, the conversation underscores Adobe’s strategic response to the increasing demands of content creation, focusing on efficiency, integration of advanced technologies like AI, and the balance of creative control with scalable content production. This is a great conversation you don't want to miss!
In this Moor Insights & Strategy DataCenter Podcast, VP & Principal Analyst Matt Kimball is joined by Daniel McGinniss, VP Product Management at Cisco and Lee Caswell, SVP Solutions and Product Marketing at Nutanix to discuss the partnership between their two companies. Highlights of their conversation include:
The partnership between Nutanix and Cisco is a strategic one that aims to deliver the industry's most complete hybrid cloud solution to simplify customer operations, maximize resiliency, and accelerate IT transformation. Together, they are focused on three pillars: technology, support, and go-to-market.
Cisco and Nutanix both recognize that the hyperconverged space is one of the largest growing segments in the IT industry, and that there is a growing need for distributed data and the ability to run workloads anywhere.
The partnership brings together Nutanix's expertise in hyperconverged infrastructure with Cisco's expertise in networking and infrastructure management.
The two companies have also worked together to optimize their technologies for the partnership, resulting in a solution that is greater than the sum of its parts.
This is a great conversation you don't want to miss!
On this episode of the Moor Insights & Strategy Insider Podcast, host Patrick Moorhead is joined by Peter Chapman, IonQ President and CEO. They discuss:
- How to be a front-runner in today's quantum era and beyond,
- Highlights of exciting announcements from IonQ's product roadmap, and
- Why it's essential to ensure access to enterprise-grade systems that deliver commercial advantage.
This is a fascinating conversation you don't want to miss!
Welcome to The Hot Desk Podcast! Join Moor Insights & Strategy’s Patrick Moorhead and Melody Brue for this week’s hot takes on modern work: Microsoft’s big AI event in NYC, Cadence Design Systems’ $50 Racial Equity Investment, and Hot or Not?
Ceridian Insights: Ceridian HCM is Now Dayforce
- https://www.hcmtechnologyreport.com/ceridian-plans-rebranding-to-dayforce-to-reflect-companys-focus/
- https://www.ceridian.com/blog/brand-new-dayforce
- https://twitter.com/MelodyBrue/status/1709420128608428467
Zoomtopia 2023
- https://blog.zoom.us/zoomtopia-2023-new-offerings/
- https://x.com/MelodyBrue/status/1709353687255027966?s=20
- https://everythingcommunications.com/index.php/2023/10/05/discover-zooooooom-a-multi-application-powerhouse/
SAP SuccessConnect
- Joule GAI for SuccessFactors
- https://news.sap.com/2023/10/new-ai-sap-successfactors-capabilities-ignite-potential/
HP Imagine 2023
- https://x.com/PatrickMoorhead/status/1709961793517297674?s=20
- https://press.hp.com/us/en.html
- https://www.poly.com/us/en/solutions/platform/zoom/video/zoom-rooms-on-windows
Hot or Not? HP “All In” Printing Solution
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.
Welcome to this week’s edition of “MI&S Datacenter Podcast” I’m Patrick Moorhead with Moor Insights & Strategy, and I am joined by co-hosts Matt, Will, and Paul. We analyze the week’s top datacenter and datacenter edge news. We talk compute, cloud, security, storage, networking, operations, data management, AI, and more!
Intel Doubles Down on Core Counts and AI at Innovation
- https://www.forbes.com/sites/moorinsights/2023/09/25/intel-innovation-2023-really-was-about-innovating/?sh=36f88aec34e2
Cisco and Splunk is Full of Potential
- https://www.forbes.com/sites/moorinsights/2023/09/28/double-clicking-on-cisco-and-splunk/?sh=321d26b51424
- https://www.forbes.com/sites/moorinsights/2023/09/25/cisco-triples-down-on-observability-with-splunk-acquisition/?sh=185dbdd94280
Hello AI, Goodbye Job
- https://www.gspublishing.com/content/research/en/reports/2023/03/27/d64e052b-0f6e-45d7-967b-d7be35fabd16.html
- https://www.goldmansachs.com/intelligence/pages/generative-ai-could-raise-global-gdp-by-7-percent.html
Oracle Had a Couple of Big Weeks
- https://www.forbes.com/sites/moorinsights/2023/09/26/oracles-transformation-is-clicking-cloudworld-recap/?sh=76a9cc0a7212
BlackBerry Separates IoT and Security Businesses
- https://x.com/WillTownTech/status/1710036082664874198?s=20
The Value of 3 Logical Qubits
- https://www.quantinuum.com/news/quantinuums-h1-quantum-computer-successfully-executes-a-fully-fault-tolerant-algorithm-with-three-logically-encoded-qubits
Gigamon Delivers a Sixth Sense With Precryption
- https://x.com/WillTownTech/status/1701601366249238616?s=20
Does AI Know When It Hallucinates?
- https://arxiv.org/pdf/2305.18248.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.
Welcome to The Hot Desk Podcast! Join Moor Insights & Strategy’s Patrick Moorhead and Melody Brue for this week’s hot takes on modern work: Microsoft’s big AI event in NYC, Cadence Design Systems’ $50 Racial Equity Investment, and Hot or Not?
Microsoft’s AI Event
- https://blogs.microsoft.com/blog/2023/09/21/announcing-microsoft-copilot-your-everyday-ai-companion/
- https://twitter.com/PatrickMoorhead/status/1704891618812219608
- https://twitter.com/PatrickMoorhead/status/1704873059016998946
- https://twitter.com/MelodyBrue/status/1704894287043846437
Cadence Makes $50M Racial Equity Investment
- https://www.forbes.com/sites/moorinsights/2023/09/19/how-cadence-design-systems-50-million-racial-equity-investment-is-changing-lives/
- https://moorinsightsstrategy.com/hot-desk-pod/ep7-the-hot-desk-podcast-cadence-addresses-racial-wealth-inequities-with-50-million-investment-in-affordable-housing-homeownership-and-small-business/
Hot or Not? Lazy-Girl Jobs
- https://parade.com/living/lazy-girl-jobs
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.
On this episode of the Moor Insights & Strategy Hot Desk Podcast, host Melody Brue, VP and Principal Analyst, welcomes John Wall, SVP and CFO and KT Moore, VP of Marketing of Cadence Design Systems, a leading semiconductor design company for a conversation about the company’s recent $50 million purpose-driven investment in an impact investment program managed by Royal Bank of Canada’s Global Asset Management Group.
Key takeaways:
- The investment is one of the largest corporate impact investments to address racial wealth inequities and will focus on affordable housing, homeownership, and small business in specific locations where Cadence has operations and a community presence, as well as internationally on projects to support women, people of color, and climate issues.
- The goal of the investment is to create opportunities for underrepresented people who may not have access to funding or other resources.
- Cadence encourages other companies to join the program and make a similar impact.
- The program is designed to be scalable and easy for other companies to adopt.
- The investment is intended to make a real difference in BIPOC (Black, Indigenous, People of Color) communities in the United States and internationally.
- Cadence believes that addressing the racial wealth gap is one of society's most important challenges. The company hopes that its investment program will help to create a more equitable future for all.
Cadence is known for its innovation and knack for tackling the biggest problems. KT and John believe that this same spirit of innovation can be applied to solving social problems such as racial inequality. The company’s investment is a significant step in the right direction. This positive development for the company, the tech industry, and society demonstrates corporations’ growing interest and commitment in using their capital to tackle racial wealth inequities.
#techforgood, #affordablehousing, #racialwealthequity, #racialwealthgap, #smallbusiness, #impactinvestment #purposedriveninvestment, #technology, #semiconductors
Welcome to this week’s edition of “MI&S Datacenter Podcast” I’m Patrick Moorhead with Moor Insights & Strategy, and I am joined by co-hosts Matt, Will, and Paul. We analyze the week’s top datacenter and datacenter edge news. We talk compute, cloud, security, storage, networking, operations, data management, AI, and more!
Hot Chips Recap - Intel and Arm Big Reveals
- https://www.forbes.com/sites/moorinsights/2023/08/31/intel-hot-chips-reveal-a-deeper-look-into-xeon-in-2024/?sh=2e7b8025101c
- https://www.forbes.com/sites/moorinsights/2023/08/28/arms-hot-chip-reveal-faster-silicon-development-performance-uplifts/?sh=2e5be1fe60b2
Hard Rock From IBM
- https://www.ibm.com/blog/building-ai-for-business-ibms-granite-foundation-models/
- https://www.ibm.com/products/watsonx-ai
- https://www.forbes.com/sites/moorinsights/2023/07/07/ibm-watsonx-empowers-businesses-to-build-tune-and-deploy-reliable-generative-ai-models/
HPE Delivers Strong Earnings With Intelligent Edge
- https://twitter.com/WillTownTech/status/1696892604946796801?s=20
Face Hugs For Gaudi2
- https://huggingface.co/blog/bridgetower
Google Next 2023
- https://cloud.google.com/distributed-cloud
- Cross Cloud Network https://twitter.com/WillTownTech/status/1696701416679575718?s=20
Cisco Launches Lifecycle Services
- https://twitter.com/WillTownTech/status/1696247185363329500?s=20
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.
On this episode of the Moor Insights & Strategy Insider Podcast, hosts Patrick Moorhead and Melody Brue are joined by Chintan Mehta, Chief Information Officer and head of Digital Technology and Innovation for Wells Fargo. Their conversation covers:
- How the future health of a bank will depend on the ability to integrate disruptive technologies such as AI with an ecosystem of partners
- How to balance risk and regulatory protection with financial performance and heightened customer and investor expectations, particularly as it relates to AI
- Wells Fargo's approach to AI across ecosystems working with conventional and non-conventional players across the value chain
- The advantage of collaboration and partnership models that help expedite GTM and enhance CX, particularly as it relates to AI
- How to evolve an AI ecosystem, and how to do it at scale
- Wells Fargo's approach to responsible AI
This is a fascinating conversation you don't want to miss!
Welcome to The Hot Desk Podcast! Join Moor Insights & Strategy’s Patrick Moorhead and Melody Brue for this week’s hot takes on modern work: We’re covering IBM’s study of how AI is changing work, what’s behind passive-aggressive work emails, Microsoft’s next-gen AI for the frontline, and this week’s Hot or Not? topic: co-working spaces.
IBM Study Reveals How AI is Changing Work
- https://www.ibm.com/blog/new-ibm-study-reveals-how-ai-is-changing-work-and-what-hr-leaders-should-do-about-it/
- https://twitter.com/MelodyBrue/status/1694771289376924092?s=20
What’s Behind Passive-Aggressive Emails
- https://preply.com/en/blog/passive-aggressive-workplace-emails/
- https://twitter.com/MelodyBrue/status/1694429452812300625?s=20
Microsoft Brings Next-Generation AI to the Frontline
- https://blogs.microsoft.com/blog/2023/08/09/microsoft-solutions-boost-fortune-500-frontline-productivity-with-next-generation-ai/
- https://www.microsoft.com/en-us/industry/blog/retail/2023/08/09/how-next-generation-ai-and-digital-tools-transform-the-retail-frontline/
Hot or Not? Co-Working Spaces
- https://www.axios.com/2023/08/12/wework-stock-co-working-spaces
- https://www.reuters.com/business/wework-raises-going-concern-doubt-shares-tank-2023-08-08/
- https://twitter.com/danprimack/status/1694775420544077979?s=20
- https://finance.yahoo.com/quote/WE?p=WE&.tsrc=fin-srch
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.
Welcome to this week’s edition of “MI&S Datacenter Podcast” I’m Patrick Moorhead with Moor Insights & Strategy, and I am joined by co-hosts Matt, Will, and Paul. We analyze the week’s top datacenter and datacenter edge news. We talk compute, cloud, security, storage, networking, operations, data management, AI, and more!
VMware Explore 2023 Recap
- https://www.datacenterknowledge.com/vmware/vmware-unveils-new-multi-cloud-and-kubernetes-tools
- https://www.forbes.com/sites/moorinsights/2023/08/22/pure-storage-and-vmware-on-azure-easy-performant-cost-effective/?sh=52c17ec4102c
- https://moorinsightsstrategy.com/research-notes/vmware-scales-up-its-ransomware-recovery-solution/
- https://news.lenovo.com/pressroom/press-releases/lenovo-vmware-partnership-brings-new-generative-ai-and-multi-cloud-solutions-to-businesses/
- https://www.forbes.com/sites/moorinsights/2023/08/23/vmware-explore-2023-extends-into-cloud-networking-and-security/
- https://nvidianews.nvidia.com/news/vmware-and-nvidia-unlock-generative-ai-for-enterprises
A New Enchilada Trap
- https://www.sandia.gov/labnews/2023/08/10/bigger-and-better-quantum-computers-possible-with-new-ion-trap-dubbed-the-enchilada/
Arm Begins the IPO Process with F-1
- https://www.cnbc.com/2023/08/21/arm-ipo-what-it-means-for-ipo-market-softbank.html
SentinelOne Mulls Sale
- https://twitter.com/WillTownTech/status/1694799702288474463?s=20
New and Old: GenAI and COBOL
- https://newsroom.ibm.com/2023-08-22-IBM-Unveils-watsonx-Generative-AI-Capabilities-to-Accelerate-Mainframe-Application-Modernization
- https://www.forbes.com/sites/moorinsights/2021/06/04/ibm-codenet-artificial-intelligence-that-can-program-computers-and-solve-a-100-billion-legacy-code-problem/
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.
Welcome to The Hot Desk Podcast! Join Moor Insights & Strategy’s Patrick Moorhead and Melody Brue for this week’s hot takes on modern work: We’re covering Zoom’s terms of service and how, or if, customer data is used to train AI models, RingCentral’s acquisition of select Hopin assets plus its C-suite shake-up, and Five9’s acquisition of Aceyus. This week’s Hot or Not? topic is the latest in RTO mandates: Zoom.
Zoom’s TOS
- https://blog.zoom.us/zooms-term-service-ai/
- https://www.linkedin.com/posts/ericsyuan_given-that-many-friends-have-reached-out-activity-7094824287336861697-CGMy/?
RingCentral Acquires Hopin Events and Session
- https://www.forbes.com/sites/moorinsights/2023/08/08/ringcentral-acquires-hopin-assets-for-enhanced-virtual-and-hybrid-events/?sh=2244cfcd65ee
- https://hopin.com/hopin-events
RingCentral C-Suite Succession
- https://www.ringcentral.com/whyringcentral/company/pressreleases/ringcentral-announces-ceo-succession.html
- https://www.ringcentral.com/whyringcentral/leadership/board-of-directors.html#tarek-robbiati
- https://twitter.com/MelodyBrue/status/1688653524379308033?s=20
Five9 Acquires Aceyus, an Advanced Data Integration Solutions Provider
- https://investors.five9.com/news-releases/news-release-details/five9-acquire-aceyus-extending-five9-platform-streamline
Hot or Not? Zoom’s RTO Mandate
- https://www.worklife.news/culture/zoom-rto/
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.
Welcome to this week’s edition of “MI&S Datacenter Podcast” I’m Patrick Moorhead with Moor Insights & Strategy, and I am joined by co-hosts Matt, Will, and Paul. We analyze the week’s top datacenter and datacenter edge news. We talk compute, cloud, security, storage, networking, operations, data management, AI, and more!
VAST Data Enters the Data Management Market
- https://vastdata.com/press-releases/vast-unveils-vast-data-platform
Startup Nile Hopes to Disrupt the NaaS Space
https://twitter.com/WillTownTech/status/1686774167650140160?s=20
LK-99 = Anti-Gravity Skateboards
- https://www.science.org/content/blog-post/room-temperature-superconductor-new-developments
Intel and AMD Earnings
- https://www.intc.com/news-events/press-releases/detail/1637/intel-reports-second-quarter-2023-financial-results
- https://ir.amd.com/news-events/press-releases/detail/1146/amd-reports-second-quarter-2023-financial-results
Black Hat 2023 Insights
- https://twitter.com/WillTownTech/status/1688893352110878720?s=20
First Quantum in the Grid
- https://www.forbes.com/sites/moorinsights/2023/07/26/atom-computing-could-forever-change-the-way-we-manage-the-us-electrical-grid/
Cloud CPU Happenings
- https://www.theregister.com/2023/08/03/aws_custom_xeon_m7i_instances/?td=rt-3a
- https://www.theregister.com/2023/08/02/arm_server_china/
HealthScribe: AI in Healthcare
- https://www.forbes.com/sites/moorinsights/2023/07/28/aws-healthscribe-uses-generative-ai-and-real-time-doctor-patient-conversations-to-update-medical-charts/
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.
In this Moor Insights & Strategy DataCenter Podcast, VP & Principal Analyst Matt Kimball is joined by Gilberto Vargas, VP and GM of Datacenter and AI Global Sales and Marketing at Intel and Jonathan Seckler, Sr Director of Server Product and Solution Marketing at Dell Technologies to discuss server trends in the digitally transformed enterprise. Some of the highlights include:
- What new workloads are emerging?
- How does IT meet the demand of modern workloads and traditional line of business applications?
- And in a market where the cloud rules, what role does the four-socket server play?
On this episode of the Moor Insights & Strategy Insider Podcast, host Patrick Moorhead is joined by Venkat Kodavati, Senior VP & GM, Wireless Products, and Vikram Gupta, Chief Product Officer and Senior VP & GM, IoT Processors, at Synaptics.
The Intelligent IoT, with its combination of AI-infused sensing, processing, and connectivity, is changing industries, from the smart home and security to mobile devices, automotive, the enterprise, and industrial automation. With the change comes an opportunity for innovation, such as the appropriate application AI at the Edge, where designers must strike the right balance of functionality, power consumption, performance, cost, time to market, privacy, and ease of use to ensure an exceptional user experience.
During their conversation, Patrick, Venkat, and Vikram discuss the opportunities, challenges, and suitable architectural approaches to accelerate next-generation Intelligent IoT devices.
This is a conversation you don't want to miss!
Welcome to this week’s edition of “MI&S Datacenter Podcast” I’m Patrick Moorhead with Moor Insights & Strategy, and I am joined by co-hosts Matt, Will, and Paul. We analyze the week’s top datacenter and datacenter edge news. We talk compute, cloud, security, storage, networking, operations, data management, AI, and more!
Fortinet Launches Two New NGFWs
- https://twitter.com/willtowntech/status/1682122712972402688?s=46&t=W46jiq63kgn_RPDlW_rmJQ
Oracle Goes GA on MySQL HeatWave Data Lakehouse
- https://twitter.com/MySQL/status/1682093017304276996
Bing Chat Enterprise Boom!
- https://www.microsoft.com/en-us/edge/bing/chat-enterprise
Lenovo’s Big Data Management Launch
- https://news.lenovo.com/pressroom/press-releases/lenovo-unveils-new-data-management-solutions/
Microsoft Extends Free Security Tools
- https://twitter.com/willtowntech/status/1682125842002984961?s=46&t=W46jiq63kgn_RPDlW_rmJ
Russia is on the Quantum Map!
- https://www.theregister.com/2023/07/20/russias_tiny_quantum_computer_is/
NVIDIA an Anchor Investor in Arm’s IPO?
- https://www.datacenterdynamics.com/en/news/arm-in-talks-with-nvidia-to-be-ipo-anchor-investor/
US VC Firms Warned About China
- https://www.cnbc.com/2023/07/19/house-china-committee-targets-us-vcs-investing-in-chinese-ai.html
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.
On this episode of the Moor Insights & Strategy Insider Podcast, host Patrick Moorhead is joined by Dr. Thomas Andersen, Vice President AI and Machine Learning at Synopsys.
AI touches just about every facet of today’s business world—from infrastructure to tools and solutions. Dr. Thomas Andersen heads the artificial intelligence (AI) and machine learning (ML) solutions group at Synopsys, where he focuses on developing new technologies in the AI and ML space to automate the future of chip design.
During their conversation, Patrick and Thomas discuss how AI is changing the way we do business, how that is reflected in the semiconductor industry, how AI is being used to help design complex chips and more.
Welcome to The Hot Desk Podcast! Join Moor Insights & Strategy’s Patrick Moorhead and Melody Brue this week as we discuss AI's summary capabilities for Webex announced at Cisco Live, HP Poly's new AI-powered devices and updates, and Avaya's C-suite announcement and strong emergence from restructuring. This week’s Hot or Not? topic: The growing trend of the four-day workweek in the modern workplace. Tune in for insightful conversations on the latest developments shaping the way we work.Z
Webex Gets into Showbiz with Tribeca Film Festival Partnership
- https://blog.webex.com/innovation/webex-and-tribeca-festival/
- https://tribecafilm.com/press-center/festival/press-releases/cisco-and-the-tribeca-festival-partner-to-broadcast-the-2023-closing-gala-of-a-bronx-tale
Google Warns Employees About Using GAI
- https://www.hr-brew.com/stories/2023/06/22/google-warns-employees-to-be-prudent-when-using-generative-ai
- https://www.reuters.com/technology/google-one-ais-biggest-backers-warns-own-staff-about-chatbots-2023-06-15/
Green Hushing
- https://www.forbes.com/sites/moorinsights/2023/06/21/green-hushing-in-the-corporate-world-why-esg-is-no-longer-a-topic-of-discussion/?sh=67b70042242e
- https://www.wionews.com/opinions-blogs/green-hushing-unveiling-the-deceptive-silence-beyond-greenwashing-604294
Hot or Not? Augmented Reality in Modern Work
- https://www.forbes.com/sites/moorinsights/2023/06/19/the-rise-of-augmented-reality-in-the-modern-workplace/?sh=2caf0fd2ad47
- https://moorinsightsstrategy.com/lenovos-not-playing-around-with-its-new-thinkreality-vrx-enterprise-xr-headset/
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.
Cisco Acquires Accedian and SamKnows
- https://twitter.com/willtowntech/status/1674446283858227201?s=46&t=W46jiq63kgn_RPDlW_rmJQ
July Reminder: Don't Eat Dirty Data
- https://www.ibm.com/products/watsonx-governance
AMD Epyc in Storage
- https://www.forbes.com/sites/moorinsights/2023/06/23/research-note-oracle-launches-exadata-x10m/?sh=26db92f56a6e
- https://www.globenewswire.com/news-release/2023/06/21/2692088/0/en/AMD-EPYC-Embedded-Series-Processors-Power-New-HPE-Alletra-Storage-MP-Solution.html
What a Mean AI Bot Can Do
- https://arxiv.org/pdf/2305.15324.pdf
HPE Discover Recap
- https://www.forbes.com/sites/patrickmoorhead/2023/06/26/hpe-further-highlights-greenlake-on-prem-cloud-through-at-discover-event/
- https://www.forbes.com/sites/moorinsights/2023/06/22/hpe-extends-its-enterprise-naas-leadership-at-discover-2023/
- https://twitter.com/MattKimball_MIS/status/1671289647769739264
- https://twitter.com/MattKimball_MIS/status/1671218196236619776
- https://twitter.com/MattKimball_MIS/status/1671295050670817280
- https://twitter.com/willtowntech/status/1671874959356882944?s=46&t=W46jiq63kgn_RPDlW_rmJQ
IBM’s 1st Quantum Data Center in Europe
- https://newsroom.ibm.com/2023-06-06-IBM-to-Build-its-First-European-Quantum-Data-Center-to-Serve-Expanding-Ecosystem
Infrastructure is not Commoditized
- https://www.forbes.com/sites/moorinsights/2023/06/30/analyst-quick-take-oracle-database-on-arm/?sh=6c3d50e26139
- https://aibusiness.com/verticals/dell-hpe-lenovo-and-nvidia-tout-ai-hardware-solutions-to-enterprises-
IonQ’s Swiss Quantum Data Center
- https://investors.ionq.com/news/news-details/2023/IonQ-and-QuantumBasel-Partner-to-Achieve-Future-Quantum-Advantages-With-Deployment-of-Two-Generations-of-IonQ-Quantum-Systems-in-Europe/default.aspx
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.
Welcome to The Hot Desk Podcast! Join Moor Insights & Strategy’s Patrick Moorhead and Melody Brue this week as we discuss AI's summary capabilities for Webex announced at Cisco Live, HP Poly's new AI-powered devices and updates, and Avaya's C-suite announcement and strong emergence from restructuring. This week’s Hot or Not? topic: The growing trend of the four-day workweek in the modern workplace. Tune in for insightful conversations on the latest developments shaping the way we work.
Cisco Live 2023 - New Webex AI Summary Capabilities
- https://moorinsightsstrategy.com/research-notes/cisco-live-powerful-new-summarization-capabilities-introduced-for-cisco-webex/
- https://twitter.com/PatrickMoorhead/status/1666480853692678145
- https://www.forbes.com/sites/patrickmoorhead/2023/06/07/cisco-systems-strives-to-bring-simplicity-to-hybrid-multicloud-networking-security-and-observability/
HP Poly Announced AI Enhanced Devices and Software
- https://www.forbes.com/sites/moorinsights/2023/06/15/hp-poly-unveils-ai-powered-on-device-solutions-for-hybrid-collaboration-at-infocomm-2023/
- https://press.hp.com/us/en/press-releases/2023/poly-strengthens-hybrid-ecosystem.html
Avaya Stacks The C-Suite
- https://twitter.com/MelodyBrue/status/1669736484163690496
- https://www.avaya.com/en/about-avaya/newsroom/pr-us-230616/
Hot or Not? 4-Day Work Week
- https://fortune.com/2023/06/13/remote-work-4-day-workweek-ai-artificial-intelligence-jefferies-predictions/
- https://thehill.com/business/4052078-more-than-half-of-us-employers-ready-to-try-four-day-workweek/
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.
AMD Datacenter & AI Day
- https://www.amd.com/en/newsroom/press-releases/2023-6-13-amd-expands-4th-gen-epyc-cpu-portfolio-with-leader.html
- https://www.forbes.com/sites/patrickmoorhead/2023/06/14/amd-laid-the-groundwork-for-big-hyperscaler-ai-accelerator-play-in-the-future/?sh=792f6d6649fe
Lenovo EMEA Analyst Summit
- https://news.lenovo.com/pressroom/press-releases/lenovo-brings-ai-to-data-with-comprehensive-portfolio
Cisco Live U.S. 2023
- https://www.forbes.com/sites/moorinsights/2023/06/09/unwrapping-the-payload-from-cisco-live-us-2023-announcements/
- https://www.forbes.com/sites/patrickmoorhead/2023/06/07/cisco-systems-strives-to-bring-simplicity-to-hybrid-multicloud-networking-security-and-observability/?sh=4d8c695d3c59
Get Ready to Ramp up DevOps - Quantum is on the Move
- https://www.forbes.com/sites/moorinsights/2023/06/14/ibms-latest-research-paper-signals-a-new-era-of-quantum-computing-is-here/
- https://www.forbes.com/sites/moorinsights/2023/06/02/a-quantum-leap-in-ai-ionq-aims-to-create-quantum-machine-learning-models-at-the-level-of-general-human-intelligence/
- https://www.forbes.com/sites/moorinsights/2023/05/22/jpmorgan-chase-and-qc-ware-collaborate-on-quantum-finance-breakthrough-in-deep-hedging/
Zscaler Zenith Live 2023
- https://twitter.com/WillTownTech/status/1669357094410272772?s=20
Catastrophic AI Events - What Do You Do?
- NIST: https://doi.org/10.6028/NIST.AI.100-1
- https://arxiv.org/ftp/arxiv/papers/2206/2206.08966.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.
On this episode of the Moor Insights & Strategy Insider Podcast, host Patrick Moorhead is joined by Dr. Jay Gambetta, IBM Fellow and Vice President of IBM Quantum. Their conversation covers:
- The recently published paper in the journal Nature from IBM and Berkeley that proves a noisy yet powerful quantum system of today was able to solve a complex problem that a supercomputer could not.
- How the results of the paper show a clear path toward useful quantum computing in industry and demonstrate the power of combining error mitigation with 100+ qubit quantum computers.
- What sets the results of this study apart from other newsworthy calculations done by quantum computers.
- What enabled IBM — and no one else — to obtain results like these.
- What is available right now to IBM clients.
- How these results are related to the idea of "quantum advantage."
- What's next for IBM Quantum.
This is a fascinating conversation you don't want to miss!
Join Moor Insights & Strategy's Patrick Moorhead and Melody Brue as they explore all things modern work, including the latest tools, trends, and trajectories for the "next normal" in the workplace.
We dropped it like it was hot. Now we're picking it back up for Episode 2!
- Recap of the podcast and topics: All the tools, trends, and trajectories for the "next normal" in modern work
- What we'll cover over the next few episodes
- Generative AI
- Hybrid trends
- Productivity tools
- The Six-Five Summit
More Productivity AI this week
Microsoft Build
- Copilots and plugins
- Targeted use cases and UX refinement for developers and consumers
- Less toggling, more focused work
Zoom’s Anthropic Partnership and Investment
- A federated approach to AI
- https://www.forbes.com/sites/moorinsights/2023/05/19/zoom-aims-to-supercharge-productivity-with-claude-llm-and-a-federated-approach-to-ai/
Meetings are Time and Energy Suckers
- There's AI for that
Hot or Not - Zooming While Zooming
Six Five Summit
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.
IBM Launches Quantum Safe Preparations
- https://www.forbes.com/sites/moorinsights/2023/05/10/ibm-quantum-safe-technology-protects-data-from-encryption-busting-attacks-by-next-generation-quantum-computers/
Cisco Announces Intent to Acquire Armorblox to Bolster its Security Capabilities with Generative AI
- https://twitter.com/WillTownTech/status/1664314376608792596?s=20
IBM Announces Watsonx AI for Enterprise
- https://www.ibm.com/watsonx
- https://www.forbes.com/sites/moorinsights/2023/02/23/ibm-built-a-giant-ai-supercomputer-in-the-cloud-to-train-its-massive-ai-models/
- https://www.forbes.com/sites/moorinsights/2023/02/13/ibm-demonstrates-groundbreaking-artificial-intelligence-research-using-foundational-models-and-generative-ai/
- https://www.forbes.com/sites/patrickmoorhead/2023/05/25/ibm-shows-its-full-stack-generative-ai-offering-could-be-a-force-to-reckon-with/
Dell Tech World 2023 Recap
- https://www.forbes.com/sites/moorinsights/2023/05/31/dell-techworld-2023---security-ai-and-multicloud/?sh=396b9fb3a87b
Cisco Extends its Full-Stack Observability Capabilities with AppDynamics and ThousandEyes Integrations
- https://twitter.com/WillTownTech/status/1664315894778953735?s=20
NVIDIA Announces MGX at Computex
- https://www.nvidia.com/en-us/data-center/products/mgx/
- https://twitter.com/StreetSignsCNBC/status/1663052964070817792?s=20
VAST Data is Continuing its Season of Partnerships with NVIDIA
- https://www.forbes.com/sites/moorinsights/2023/06/02/vast-data-continues-to-expand-its-reach-through-partnerships/?sh=87524229523c
- https://vastdata.com/blog/democratizing-ai-for-the-enterprise-with-nvidia-dgx-superpod-and-vast
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.
Exciting news! The Hot Desk Podcast has officially launched! Join Moor Insights & Strategy's Patrick Moorhead and Melody Brue as they explore all things modern work, including the latest tools, trends, and trajectories for the "next normal" in the workplace.
In this first episode, we're talking about:
New Desk, Who Dis?
Zoholics
Box.com Announces Box AI For Enterprise Content
Microsoft Bing Goes Open Preview
Hot or Not? Video Call Centers
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.
HPE Aruba Launches Agile NaaS Framework
- https://www.forbes.com/sites/moorinsights/2023/05/04/hpe-aruba-networking-sets-its-sights-on-agile-naas-at-atmosphere-2023/
Oracle Autonomous Data Warehouse
- https://www.oracle.com/news/announcement/new-autonomous-data-warehouse-innovations-2023-05-03/
RSA Conference Insights
- https://www.forbes.com/sites/moorinsights/2023/04/28/rsa-conference-2023-ushers-in-the-age-of-artificial-intelligence/
- https://www.forbes.com/sites/moorinsights/2023/04/21/tom-gillis-and-ciscos-vision-for-security/
How Smart is GPT-4?
- https://arxiv.org/pdf/2303.12712.pdf
Intel and AMD Earnings
- https://d1io3yog0oux5.cloudfront.net/_c153c31a472d44f44a8c07c23f2b4f11/intel/db/887/8943/earnings_presentation/Q1%272023+Earnings+Deck_segmentation+update.pdf
- https://d1io3yog0oux5.cloudfront.net/_b7b322015c041583b2c5e307881b6bfa/amd/db/778/6921/file/AMD+Q1%2723+Earnings+Slides.pdf
- https://twitter.com/PatrickMoorhead/status/1653568598034530305?s=20
Dell Zero Trust Strategy
- https://www.dell.com/en-us/blog/dell-technologies-builds-ecosystem-to-speed-zero-trust-adoption/
Google, Microsoft, & Others Agree to Open AI Systems for Evaluation
- https://www.whitehouse.gov/briefing-room/statements-releases/2023/05/04/fact-sheet-biden-harris-administration-announces-new-actions-to-promote-responsible-ai-innovation-that-protects-americans-rights-and-safety/
- https://observer.com/2023/05/ai-safety-tech-ceo-meet-biden-admin/
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.
On this episode of the Moor Insights & Strategy Insider Podcast, host Patrick Moorhead is joined by Lynn Lucas, Chief Marketing Officer of Cohesity. Their conversation covers Cohesity Catalyst, the company's must-attend data security and management event of the season.
Security, AI, hybrid cloud, and data protection will all be key focus areas. Today, data is everything, but it’s under attack with 19 ransomware attacks every second; it’s scattered everywhere, and it’s not being put to good use.
A three-day virtual event, Cohesity Catalyst takes place May 23-25 and includes an all-star list of visionaries, customers, and partners. These leading experts will tell and show thousands of attendees worldwide how to advance data security, think about AI in game-changing ways, thrive in a multi-cloud world, and get so much more from data.
Some of the event's speakers include:
- Jen Easterly, Director of the Cybersecurity and Infrastructure Security Agency (CISA)
- Kevin Mandia, CEO of Mandiant
- George Kurian, CEO of NetApp
- Raghu Raghuram, CEO of VMware
- Alan Davidson, CIO of Broadcom
- Senior IT leaders and executives from Delta, Nationwide, IBM, NRG Energy, and AWS and many others
This is an event you won’t want to miss! Learn more and register here: https://www.cohesity.com/catalyst/
HPE Releases its Annual Cybersecurity Report
- https://www.linkedin.com/feed/update/urn:li:activity:7054820486655979520/
Infoblox Combines DNS Networking and Security
- https://www.infoblox.com/company/news-events/press-releases/infoblox-leads-the-industry-to-unite-networking-and-security-teams-to-better-protect-against-cyber-attacks/
- https://insights.infoblox.com/resources-infographics/infoblox-infographic-2023-global-state-of-cybersecurity-study#page=1
- BloxOne Threat Defense | Elevate Network Security and SecOps Efficiency
Intel Sells Server Business to Tyan/Mitac
Volumez Secures $20M Round A Funding
- https://twitter.com/PatrickMoorhead/status/1648775334559457281?s=20
- https://volumez.com/news/volumez-secures-20-million-series-a-funding/
HPE Rebranding - Making it Easier for Customers to Navigate its Technology Portfolio
- https://www.hpe.com/us/en/newsroom/blog-post/2023/04/introducing-hpes-simplified-brand-architecture.html
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.
On this episode of the Moor Insights & Strategy Insider Podcast, host Patrick Moorhead is joined by Sanjay Poonen, CEO and President of Cohesity. Their conversation covers: * Collaborating on security, AI, and cloud with Microsoft * Advancements and integrations with Microsoft * Extending Cohesity-managed SaaS to be hosted on Azure * Cohesity's exciting vision for AI * How Cohesity is addressing AI and language models concerns * Their shared vision with Microsoft * And their partnership with IBM This is a fascinating conversation you won’t want to miss!
Intel DCAI Day
- https://www.intel.com/content/www/us/en/newsroom/news/intel-technology-roadmaps-milestones
Cradlepoint Acquisition of Ericom - Private 5G and Enterprise Security
- https://twitter.com/WillTownTech/status/1643270174345252864
- https://www.forbes.com/sites/moorinsights/2023/03/31/ericsson-and-its-private-networking-journey/
IBM Z Goes Rack Mount
- https://twitter.com/PatrickMoorhead/status/1643292276800512015?s=20
NTT Lays a Solid Foundation for Smart Cities
- https://www.forbes.com/sites/moorinsights/2023/03/22/ntt-helps-the-city-of-las-vegas-get-smart/
HPE Storage Day
- https://twitter.com/PatrickMoorhead/status/1643299409046777857?s=20
- https://www.linkedin.com/posts/kimballmatt_big-news-out-of-hewlett-packard-enterprise-activity-7049069249511755778-BxsB?utm_source=share&utm_medium=member_desktop
Lenovo Storage Announcements
- https://twitter.com/PatrickMoorhead/status/1636022826661556230?s=20
- https://www.forbes.com/sites/moorinsights/2023/03/21/lenovo-storage-is-surging---why/?sh=7b32c20f40df
HPE Acquires Athonet, Axis Security and OpsRamp
- Athonet - https://www.forbes.com/sites/moorinsights/2023/03/03/mobile-world-congress-barcelona-2023-delivers-the-5goods/
- Axis Security - https://twitter.com/WillTownTech/status/1638961871804944384
- OpsRamp - https://www.hpe.com/us/en/newsroom/press-release/2023/03/hewlett-packard-enterprise-to-acquire-opsramp-advancing-hybrid-cloud-leadership-and-expanding-hpe-greenlake-into-it-operations-management.html
Cisco Publishes its Annual Cybersecurity Readiness Index
- https://twitter.com/WillTownTech/status/1638231265697562625
NVIDIA GTC
- DGX Cloud - https://nvidianews.nvidia.com/news/nvidia-launches-dgx-cloud-giving-every-enterprise-instant-access-to-ai-supercomputer-from-a-browser
- Nvidia AI Foundations - https://www.nvidia.com/en-us/ai-data-science/generative-ai/
On this episode of the Moor Insights & Strategy Insider Podcast, host Patrick Moorhead is joined by Lisa Spelman, a Corporate Vice President in the Data Center AI Group and general manager of the Xeon and Memory Group at Intel Corporation. Their conversation covers:
- Exploring the real game-changing features revealed at the 4th gen Intel Xeon Scalable Processors Launch
- How the new 4th gen processors can deliver breakthroughs in areas like elastic computing models, such as containerized microservices and the expanding use of AI
- How Intel is enhancing data security, regulatory compliance, and data sovereignty
- What customers can expect with the 4th Gen Xeon processors compared to previous generations
- Strides made in terms of performance per watt efficiency and how customers will benefit from what Intel has done with built-in accelerators in the 4th Gen Xeon
- How 4th Gen Xeon is going to help us get to a more software-defined future across industries ranging from telecommunications and retail to manufacturing and smart cities
This is a great conversation you won’t want to miss!
On this episode of the Moor Insights & Strategy Insider Podcast, host Patrick Moorhead talks about the challenges of SaaS data protection with HYCU Founder and CEO, Simon Taylor. Their conversation covers:
- HYCU's mission
- Simon's previous experience before HYCU
- HYCU creations and challenges
- R-Cloud
- Interest for R-Cloud and Future Expectations
This is a fascinating conversation you won't want to miss!
On this episode of the Moor Insights & Strategy Insider Podcast, host Patrick Moorhead talks all things patents with Chief Economist and Vice President Kirti Gupta of Qualcomm and Former USPTO Director Andrei Iancu. Our conversation covered: • Standard essential patents • SEP portfolio and technology leadership • Patent portfolios • Patent evaluation
What’s Been Happening?
- What Pat and Mel have been up to lately
- F1 in Austin
- https://www.forbes.com/sites/moorinsights/2022/10/20/formula-1-grand-prix-gives-austin-tech-companies-a-spot-in-the-automotive-grandstand/
- Snowflake Data Cloud
- Microsoft Viva - let’s talk about the workforce SaaS trend
Retail Tech Update: What is in store for holiday?
Virtual Try-On
- Walmart personalizes the any-size try-on experience
- https://www.retaildive.com/news/walmart-expands-virtual-try-on-functionality-with-be-your-own-model/
AI that will size you up
- AI that can identify personality types
- https://www.theinformation.com/articles/the-secret-life-of-selfies-how-a-beauty-tech-startup-is-using-ai-to-match-faces-with-products
Acronym of the week: SBT
- SoulBound Token
What’s coming up?
- Ceridian Insights, SAP TechEd
We are LIVE! talking Micron’s Ryan Baxter on how CXL will help overcome datacenter memory bandwidth challenges, what to expect from CXL 3.0 specs, and why Micron sees promise in the tech.
-Ryan Baxter, Senior Director of Data Center at Micron
-Memory a limitor
-CXL
-CXL 2.0 to 3.0
-CXL customer expectations
-Getting ready for CXL
We are LIVE! talking about Cloudera's upcoming Evolve event with Hannah Smalltree, Senior Director, Cloudera
-what’s Cloudera and what do you do for the company?
-what’s Evolve?
-who’s it targeted to?
-what you’ll learn, why go?
-what’s unique?
-how to attend
We are LIVE! talking about the OT breach with CEO of TXOne Networks, Terence Liu
-CEO of TXOne Networks, Terence Liu
-TXOne Networks
-Operational technology systems are vulnerible
-OT-native
-What makes 'OT zero trust' better
-TXOne Networks expanding
-Growth through expanding
-Longer-term market challenges
We are LIVE! talking about the emergence of multi-cloud services with Vice President Cross-Cloud Services, Vittorio Virengo
-
Vittorio Viarengo, VMware VP Cross-Cloud Services
-
Multi-cloud vs. VMware Cross-Cloud services
-
Evolution of cloud services
-
Multi-cloud services challenges
-
VMware Aria
-
Need for an ecosystem
-
Role of hyperscalers
-
Future of VMware multi-cloud services
Moor Insights & Strategy's Founder, CEO, and Chief Analyst, Patrick Moorhead and Qualcomm’s Senior Vice President and General Manager of Automotive, Nakul Duggal talk the future of the car.
-
Qualcomm’s First-ever Investor Day for Automotive
-
The importance of diversification for Qualcomm
-
How $30 billion is a key indicator of how quickly the auto industry is embracing technology and how quickly it is transforming
-
The key megatrends that have driven Qualcomm’s success
-
How the company is supporting their industry partners
-
Acquisitions, collaborations, and developments that are growing the services offered
-
The changing dynamics when it comes to architecture on compute
-
Snapdragon Ride Flex SOC and its impact on virtualization
-
The ecosystem Qualcomm is creating for everyone in the automotive space
-
What we can look forward to from Qualcomm in the automotive tech space
We level-set on what NAND is and discussed whether layers or density matter more, how NAND can help address increasing demands on storage and strained IT budgets, and customer use cases for 232-layer NAND.
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.
What is Amazon re:MARS and who MUST attend? Patrick Moorhead chats with AWS
CMO Rachel Thornton and Swami Sivasubram, VP of Database Analytics and Machine Learning about the event.
We are LIVE! Talking with Lisa Spelman Corp VP, GM, Intel & Mick Hollison President, Cloudera about transitioning to the Future (Hybrid) Cloud
We’ve heard about “hybrid” cloud but are companies actually doing this?
What does it really mean to have a hybrid cloud?
Do companies have the skillset?
Repatriation – is that real?
Is “single pane of glass” management possible? What’s the reality?
What is the vision on hybrid?
This podcast is sponsored by Intel
Patrick Moorhead is LIVE with Qualcomm Automotive SVP & GM Nakul Duggal, right off a plane from IAA in Munich. They talk about the IAA Munich show, automotive industry digital transformation, the Snapdragon Digital Chassis, Renault-Google tie-up, and 5G in the car.
David Trice, Honeywell Forge Chief Product Officer & GM Connected Buildings talks:
-
Vision and running a building from a coffee shop
-
Forge and EPM
-
Tesla and Forge
-Sine acquisition
-CX and enterprise CRM meets EPM
Apple New MacBook M1 reviews (Pat/Anshel)
https://www.forbes.com/sites/patrickm...
https://www.forbes.com/sites/patrickm...
Ryzen 5000 reviews (Pat/Anshel)
https://www.forbes.com/sites/patrickm...
GeForce NOW on Safari
https://www.forbes.com/sites/patrickm...
AMD Radeon RX 6000 Seriesi Reviews
https://www.extremetech.com/gaming/31...
XBox Series X reviews
https://www.forbes.com/sites/patrickm...
https://twitter.com/anshelsag/status/...
The Omnichannel Retail Experience
The Bopis Shift: What this means for retailers
https://www.washingtonpost.com/business/2022/08/28/curbside-pickup-shopping/?wpisrc=nl_sb_smartbrief
Will convenience fees like at Sam’s Club fly?
The opportunity analysis: Omnichannel experiences, efficient inventory, and fulfillment
Retail Vertical Cloud
Why it matters
Oracle, Google Cloud, Microsoft
Do they have it down, Pat? Or are they getting the Pat down?
Acronym of the week: ASRS
Automated storage and retrieval system
Automotive, F&B, Metals, and Heavy Machinery
What’s Coming Up?
More Q2-Q3 review in the financial cloud, PBC Conference, Finnovate Fall
Talking with Keith Kressin, President and CEO of MemryX, Which is a New Low-Power AI Startup Focused on the Edge.
-MemryX
-Differentiation
-Focus on ease of use
-1-click compiler
-MemryX customers, target markets
-Silicon & end devices
-What's next
https://www.forbes.com/sites/patrickmoorhead/2022/08/11/memryx-is-a-new-ai-company-we-actually-need/?sh=832f2321666c
Disclosure: Patrick Moorhead is an investor in MemryX.
We are LIVE! Speaking with CEO Dave Sipes Chief Executive Officer, 8x8 about Modernizing Business Communications.
For those in our audience new to 8x8, what does the company do? In other words, you’ve been busy these last few years…
You joined 8x8 as CEO in the midst of a pandemic. You were previously COO at RingCentral, which you helped build. What have been your major learnings, observations, and achievements since joining 8x8 over a year ago?
What do customers need to solve most for the next wave of hybrid work?
Microsoft continues to demonstrate strong momentum for Microsoft Teams; how is 8x8 augmenting enterprise efforts as they adopt it for collaboration?
The global economy and recession are top of mind for everyone. How do you think it will impact CIO and business leader decision-making here in the US and around the world?
The Crypto Winter
- The Celcius (and others) freeze
- What’s causing such a divide among crypto companies?
- Bankruptcies, failed deals
- Regulation
-
Operations
-
The opportunity analysis: B2B with less volatility, M&A activity
https://www.protocol.com/fintech/binance-labs-yi-he
BNPL: An Inpending Debt Crisis?
- Default rates
- Plummeting valuations: Klarna, Affirm, Afterpay
- Fueling the lease to own model: Katapult
https://katapult.com/
- The opportunity analysis: oversight, reporting, and credit building
Acronym of the Week: BTFD
- Buy the F-ing Dip
What’s Coming Up?
- More mid-year review in retail
We level-set on what NAND is and discussed whether layers or density matter more, how NAND can help address increasing demands on storage and strained IT budgets, and customer use cases for 232-layer NAND.
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.
Talking with @Atom_Computing CEO @RobHaysPDX on #quantum:
1/ Scalability
2/ 12-18 Month Roadmap
3/ QaaS
4/ Enterprise Timing to Jump in
5/ On-Prem vs Off-Prem
6/ Investing in Quantum
7/ Market Consolidation
8/ Friend or Foe? Google, IBM, NVIDIA
9/ Talent
The Metaverse IRL
- Meta’s beta store
- https://www.morningbrew.com/retail/stories/2022/04/26/meta-is-opening-its-first-irl-store
- What this means for retail: How brands and brick and mortar retail are integrating into the metaverse
Investment Platform Subscriptions
- https://www.protocol.com/newsletters/protocol-fintech/wealth-management-subscriptions
- Robinhood, Coinbase, Revolut, have various subscription models
- Schwab Intelligent Portfolios Premium robo advisor
- Perks and reduced fees for investors/users, engagement, data, and complimentary services offered for the company
Crypto Mortgages
- https://www.bloomberg.com/news/articles/2022-04-27/buying-real-estate-with-crypto-new-mortgages-are-backed-by-coins
- Milo offers crypto-backed mortgages with no down payment
Acronym of the Week: STAMP
- Securities Transfer Agent Medallion Program
- The fintech company solving a significant pain point in securities transfers: www.esignatureguarantee.com
- Stock Power form: https://www.vstocktransfer.com/_files/ugd/5e9326_94fc8668692943c7a0ba8e21c3526d33.pdf
What’s Coming Up?
- Envestnet Advisor Summit - Charlotte, North Carolina
- https://www.envestnet.com/advisorsummit/
- Finovate Spring - San Francisco
- https://informaconnect.com/finovatespring/
- Special MI&S 20% discount link for conference registration: https://bit.ly/3uhwDNS
Make IT Green
- https://www.prnewswire.co.uk/news-releases/cisco-launches-circular-it-payment-solution-to-support-customer-sustainability-goals-889743846.html
- Cisco Green Pay
- Green initiatives across IT, FinServe, Retail
- 5% incentive, predictable payments, circular economy certification
- Lenovo, Dell, HPE, Apple all have Takeback Programs
- https://moorinsightsstrategy.com/research-paper-digital-transformation-and-the-circular-economy/
The New Pay Cycle
- https://wagestream.com/us/earned-wage-access-for-employees/
- Wagestream $175M raise
- PayActiv, other fintechs offering flexible wage payment. Big companies like Walmart and Mcdonald's are following suit
Acronym of the Week: EWA
- Earned Wage Access
- PYMNT and VISA study showed: 79% of surveyed workers are more willing to switch to employers already offering EWA.
The Retail Moment: The Experience Experiment
- https://www.morningbrew.com/retail/stories/2022/03/10/a-futuristic-mcdonald-s-in-australia-is-on-the-cutting-edge-of-experiential-retail
- Prioritizing experiences over just “things”: omnichannel, personalization, community, testing are keys to success
What’s Coming Up?
- Microsoft Industry Clouds Tour for Analysts
- Envestnet Advisor Summit
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.
Semiconductor Edition! talking with Syed Alam, Semiconductor Global Lead, High Tech Strategy North America Lead, Managing Director and Senior Partner at Accenture Strategy. We talk:
-Semiconductor Manufacturing Investments
-Semiconductor Value Chain
-Semiconductor Talent Shortage
-Semiconductor Sustainability and Environment
Accenture paper: https://www.accenture.com/us-en/insights/high-tech/semi-value-chain
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.
Can you tell our viewers why Lenovo decided to create this organization and how it has changed the way Lenovo engages with its customers and partners?
Lenovo SSG – Services-Led Transformation
What does Lenovo bring to the table that will allow you to compete with those incumbents in the managed services segment of the market?
What was behind that move and what does it mean to Lenovo’s solutions and services customers?
Can you give us some color on what is really driving SSG’s growth?
Tremendous Growth for Lenovo SSG in Year One
I saw that Lenovo recently released the results of a very interesting survey of CIOs that gives some great insights into the challenges that IT organizations are facing today. Tell us more about what you learned with this research.
I’d love to get your take on what trends and transformations we should expect to see play out in the coming year.
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.
The Bank of Apple
- https://www.protocol.com/newsletters/protocol-fintech/apple-fintech
- Apple’s Credit Kudos acquisition
- Is it a computer, it’s a phone, it’s a bank?
Fill Now, Pay Later
- https://www.thestreet.com/investing/buy-now-pay-later-company-now-lets-you-finance-a-tank-of-gas
- Zip and Klarna allow splitting gas bill into 4 payments
- How far is too far in BNPL?
The retail moment: Kroger and NVIDIA Bring AI into the shopping aisles
- https://retailtechinnovationhub.com/home/2022/3/22/kroger-and-nvidia-team-on-ai-enabled-applications-and-services
- The increasing use of AI for retail experience
Acronym of the week: BOPIS
- Buy online pickup in store
- https://www.shopify.com/retail/bopis
What’s coming up?
- More industry cloud
- Fintech’s student loan solutions
Autonomous Retail
AiFi Raised $65M Series B
Autonomous retail: Why now?
https://techcrunch.com/2022/03/11/aifi-autonomous-retail-series-b/
Fintechs Cut Off Wires to Russia
Fintechs block wire transfers to Russia after attack on Ukraine
https://www.protocol.com/newsletters/protocol-fintech/wise-revolut-russia-send-money
Visa and Mastercard block Russian financial institutions, payments
Tech’s response in Russia
Atomic Deposits $40M
https://www.pymnts.com/news/investment-tracker/2022/payroll-solution-firm-atomic-adds-40m-in-series-b-funding-round/
The power of payroll
Atomic’s APIs power banks, credit unions and fintechs to connect consumers with their financial data
Acronym of the Week: KYC
Keep Your Coins
What’s Coming Up?
Research: Financial Cloud
- What is transnational localism? How did Zoho start thinking this way?
- How has transnational localist thinking guided the growth of Zoho in MEA?
- What does this mean for partners, customers, and the communities you serve?
- How is it different from the traditional software company growth/expansion approach?
- Talk about Zoho MEA growth in the last 3 years. (Hyther will share some interesting anecdotes)
- What's next for Zoho MEA and Zoho global expansion?
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.
Weather Report
- How weather affects retail and app trends
- Enterprise solutions for hot and cold customers: Cisco Retail’s sensor solutions; Data tracking with IBM’s and Dell’s solutions for seasonal and sub-seasonal forecasting
For Love or Money
- 48 percent increase in reported romance frauds
- How digital identity is fighting fraud
GoCryptoMe
- Crypto donations are funding wars and political protests
- Ukraine donations, Canadian trucker protests
- https://www.protocol.com/newsletters/protocol-fintech/canada-convoy-crypt
Acronym of the week: TRUST
- Travel Rule Universal Solution Technology
What’s coming up?
- SXSW, Inc Founders House, VentureBeat’s The Data Summit
- Current Experience with Businesses Building a Multi-Cloud Environment
- In-Depth Multi-Cloud By Default vs Multi-Cloud By Design
- Data Growth & Gravity Impacting Organizations
- Business Obstacles Across Multiple Environments and Applications to Help Manage Them
- Increasing and Impending Developer Velocity and the Importance of it
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.
HPE Greenlake and how AI/ML shapes the cloud
Alaric Thomas, HPE Greenlake’s GPM
Srikanth Vijayaraghavan, NVIDIA’s GAE
The evolution of Al/ML workloads
5 key layers for an optimal Al infrastructure
Setting up the right Al/ML environment
The complexity of the Al journey
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.
Drita Roggenbuck, NI’s SVP & GM of Transportation, EVP and GM of semiconductors and electronics at NI, talks test and measurement’s role in enabling the electric vehicle future
NI's role in the automotive industry
Bringing AV to life with test and measurement
Let's talk development process for EV technology
Expanding NI's footprint into the EV space
- Test data is at the heart of EV innovation
- All eyes on power electronics
- Investing in solutions to EV's toughest challenges
The future of test and measurement for EV
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.
- Crypto on Aisle 5
- Walmart is getting into the Crypto game
- https://www.cnbc.com/2022/01/16/walmart-is-quietly-preparing-to-enter-the-metaverse.html
2. VC Boom
- 21% of VC dollars in 2021 were invested in Fintech
-
What are some trends for 2022?
-
Borrow Now, Save for Later
-
https://www.protocol.com/fintech/lendtable-401k-fintech-cash
-
What’s under the $HOOD
-
Robinhood check in
- Undervalued or acquisition target?
- Cryptowallet launch
-
Stock plunge https://finance.yahoo.com/quote/HOOD/
-
Acronym of the week: DAO
-
Decentralized Autonomous Organization
-
What’s coming up?
-
The Great Resignation
- Fintech tools to help Gig workers
- Automation to combat lack of talent
Moor Insights & Strategy CEO and Chief Analyst Patrick Moorhead talks with Zoho executive Raju Vegesna about what to expect in data privacy in 2022.
- User Privacy (or lack thereof)
- Personal data
- Health Data
- Financial Info
- Biometric info
- Privacy-abusive business models
- Privacy laws
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.
Planet’s value proposition
- Space and satellite SPACs have been popular this last year or so. And as much as we’re seeing maturation in the field, we’re also seeing the headlines commandeered by rockets and space tourism. How does Planet fit in and what is its differentiator?
Planet is a data company
- Simply, how does your business work? Are you a satellite company, a data subscription service?
Use cases, wins, and momentum
- If Planet is a data company, then, who are your key customers putting it to work? How is your data categorically changing the way they do business?
The market opportunity
- What is the market you’re selling into? What type of projections and verticals are you targeting?
Growth opportunities
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.
FinTech Envy
- Software-to-fintech trend
- Software companies are becoming Fintechs
Kids of Wall Street
- Greenlight’s Investing for Parents
- https://fintechmagazine.com/financial-services-finserv/greenlight-reveal-education-platform-investing-parents?utm_source=Newsletter+FinTech+Magazine&utm_campaign=bd8cca8387-EMAIL_CAMPAIGN_2021_07_02_03_52_COPY_01&utm_medium=email&utm_term=0_9738f7c924-bd8cca8387-410714202&mc_cid=bd8cca8387&mc_eid=69b90d226e
- Why giving your kid a brokerage account is better than a dog
Is Coinbase Off-Base?
- Crypto’s battles with the SEC
Acronym of the Week: MDA
- Marketplace for digital assets
What’s Coming Up?
- AWS re:Invent at the end of November
Welcome and introductions
- https://investors.micron.com/news-releases/news-release-details/micron-appoints-jeremy-werner-corporate-vice-president-and
- https://investors.micron.com/news-releases/news-release-details/micron-appoints-raj-hazra-senior-vice-president-and-general
Why does Micron talk about the future of the datacenter?
What are the challenges to overcome in today's data center?
What near-term data center innovations are going to be available to help with taxed infrastructure (Today’s Data Center)?
- https://investors.micron.com/news-releases/news-release-details/micronr-7400-ssd-nvmetm-delivers-pcie-gen4-performance-data
As we look into the future, what are the key enabling technologies for the next-generation datacenter
How is Micron driving innovation to solve these problems and working with the ecosystem?
Any final thoughts to leave the audience with?
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.
Fly Now, Pay Later
- Is travel the new Peloton in BNPL?
- https://www.protocol.com/fintech/affirm-fly-now-pay-later
- Affirm and American Airlines announced an exclusive partnership
- BNPL moving heavily into travel
CFPB Says “Show Me the Money (data)”
- A look into the CFPB probe into big tech in regards to payments and data
- Orders initially Issued to Amazon, Apple, Facebook, Google, PayPal, and Square
- Stablecoins and Super Apps being studied
- Data harvesting, access restriction, and user choice, other consumer protections
What’s New in the $HOOD?
- https://www.google.com/finance/quote/HOOD:NASDAQ
- Earnings missed analysts’ predictions on key metrics
- The stock dropped below its IPO price
- Crypto trading down contributed to weak revenue numbers
- Bleak outlook as they ride the wave of frenzied markets
Acronym of the Week: API
- Application programming interface
- Why this is important for fintech
What’s Coming Up?
- AWS re:Invent at the end of November
- The next in the AI on Fintech series coming soon
- Most recent one:
- https://www.forbes.com/sites/moorinsights/2021/10/26/keeping-an-ai-on-fintech-ai-based-use-cases-poised-to-take-financial-services-to-the-next-level/?sh=4b1689d04b9f
- Facebook’s Novi Crypto Wallet
-
- https://www.protocol.com/fintech/facebook-novi-wallet
- Announced with Coinbase as custodian, and Paxos’ USDP stablecoin
- Originally intended to launch with Diem
- Immediately prompted legislators to call on Facebook to halt the pilot
-
- Timing is bad with whistleblower and Facebook Oversight Board issues
- Facebook’s metaverse rebrand
-
- https://www.theverge.com/2021/10/19/22735612/facebook-change-company-name-metaverse
-
PayPal is Pinterested
-
https://www.reuters.com/technology/paypal-looking-buy-digital-pinboard-site-pinterest-bloomberg-news-2021-10-20/
- Super App aspirations. Pinterest is great for product discovery.
-
Commerce play
-
Acronym of the week: ETF
-
Exchange Traded Fund
- First bitcoin ETF: ProShares Bitcoin Strategy
- Bitcoin futures contracts
-
Indication of more cryptocurrency financial products to come
-
What’s coming up?
-
Money 20/20 happening next week in Vegas.
-
- Not attending but have briefings set up and expect some good announcements
- Next podcast take a look into the CFPB probe into big tech in regards to payments and super apps data
-
Introductions
-
Relationship status
-
In the world of computing, what is the single most dramatic change happening today, that has made the data center the new unit of computing?
-
How can CIOs start to look at AI, not as an emerging technology, but as a part of their enterprise technology toolbox and approach it with the same level of comfort?
-
In order to run modern applications in the data center, what does it mean to rethink computing, to include GPUs, DPUs, and CPUs?
-
What are the 3 things CIOs need to know about DPUs?
-
What is an “Accelerated Data Center” and what is its strategic advantage to organizations?
-
How are CIOs investing in their data center strategy to enable their organizations to embrace hybrid working models? How are you seeing customers leverage NVIDIA/VMware solutions to do so?
-
How are innovative enterprises preparing for hybrid work with increased compute demand?
-
NVIDIA GTC November 8-11 Michael Kagan and VMware’s Marc Fleischmann.
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.
Tech analyst Patrick Moorhead talks with Frank Azor, AMD's Chief Architect of Gaming Solutions and Marketing on FSR, AMD Advantage, and the Radeon RX 6600 launch. This is a Moor Insights & Strategy INSIDER podcast.
Intro
- https://www.linkedin.com/in/frankazor/
FSR- Fidelity Super Resolution
- https://moorinsightsstrategy.com/research-paper-amd-fidelityfx-super-resolution-a-real-game-changer/
- https://www.forbes.com/sites/patrickmoorhead/2021/08/16/amd-fidelity-fx-is-good-for-gamers-and-the-industry/?sh=3219b07929b1
AMD Advantage
- https://www.eweek.com/mobile/amd-advantage-laptops-deliver-a-powerful-gaming-experience-through-a-design-framework/
RX 6600 Launch
- https://www.amd.com/en/products/graphics/amd-radeon-rx-6600
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.
A High Price to Pay in Cannabis Banking
- PBC Conference in DC last week - Payments, Banking and Compliance in Cannabis
- Challenges of payments and banking in a federal/state regulation conflict
- Up to 80% of Cannabis businesses are unbanked. The extensive fallout:
-
- Cash risks and security
- Limited cart size (30% higher spend when using cards)
- Payroll, lending, mortgages, etc.
- GrowFlow https://www.growflow.com/
-
- SaaS tool for managing “seed to sale” operations and compliance
- https://greencheckverified.com/what-we-do/financial-institutions/
- Banking solutions for cannabis industry
- FinCen compliance
- Less than 7% of FIs report banking cannabis-related businesses
Industry Clouds
- https://venturebeat.com/2021/09/14/snowflake-targets-financial-services-with-its-first-industry-specific-data-cloud/
- Wells Fargo announced Digital Infrastructure Strategy and Strategic Partnerships With Microsoft, Google Cloud but not in its industry-specific cloud which is in public preview stage only.
-
- https://blogs.microsoft.com/blog/2021/02/24/new-industry-clouds-offer-launchpad-for-innovation/
- Amazon and FinSpace
- https://www.forbes.com/sites/patrickmoorhead/2021/04/08/the-latest-chapter-in-ibms-quest-to-build-a-cloud-for-banks/?sh=3df4cb226057
Acronym of the week: CDMC
Cloud Data Management Capabilities industry standard
- Snowflake became the first to be certified
- Extension of DCAM
What’s coming up?
- Briefings next week: Adobe and PayPal’s commerce payment announcement, Austin-based companies
Moor Insights & Strategy CEO Patrick Moorhead talks with Niccolo de Masi, CEO dMY about:
- Who's Niccolo and dMY?
- Why quantum?
- Why IonQ?
- University of Maryland National quantum lab
- Fidelity, Goldman Sachs & financial analysis
- GE & risk management
- Accenture distribution
- 200% bookings upside
- Upcoming De-SPAC $DMYI $IONQ
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.
There Goes the $HOOD
- https://finance.yahoo.com/quote/HOOD/
- Robinhood’s latest stock price after first earnings report as a public company
- Decrease in trading of Dogecoin and other crypto currencies
- Accounted for a huge percentage of revenue Q1
BNPL News of the Week
- https://finance.yahoo.com/news/paypal-no-late-fees-pay-in-4-064150639.html?fr=sychp_catchall
- PayPal realizes it has to compete
- Regulators are taking notice of the hot BNPL market
Topic: Have Your Wine and Drink it too (If this is too long, you could use “Liquid Assets” haha)
- https://www.vinovest.co/
- There is a fintech for everything!
- Investment platform for wine enthusiasts
Not All Good in the $HOOD
- Robinhood’s “Broken IPO”
- Huge mid-week rally followed by another slump
- Why the rollercoaster? Cathie Wood, convertible notes
- What went right/wrong? Is an IPO really democratizing finance for the retail investor?
BNPL Gets Squared Up
- https://www.wsj.com/articles/square-agrees-to-acquire-afterpay-for-29-billion-in-all-stock-deal-11627855390
- Square acquires Afterpay, what this says about the future of BNPL
- Other recent news from Square - making a big banking play
“You Don’t Know Jack”
- https://www.protocol.com/fintech/square-tbd-crypto-strategy
- Square launched an open developer platform for non-custodial permissionless and decentralized financial services.
- I was quoted in the article calling Dorsey “Jack” when talking about his crypto infusion into business units
Topic: Super Apps
- https://www.protocol.com/newsletters/protocol-fintech/revolut-super-app
- Is now the time for super apps in the US?
Acronym of the Week: KYC (Know Your Customer)
- Mel explains
- Recent KYC experience with LEX investment app, regtech making this easier, importance to AML and anti-terrorism
Final Thoughts
- Prop tech
- AI
Moor Insights & Strategy CEO Patrick Moorhead talks with IonQ CEO Peter Chapman on:
-how Peter got into quantum
-how IonQ started
-IonQ team
-IonQ on the big 3 cloud platforms
-compatibility
-how the company is different
-how to measure quantum performance
-more than qubits
-$IONQ the investment
Disclosure: This podcast was sponsored by IonQ.
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.
Fintech and Farmland
- https://www.forbes.com/sites/moorinsights/2021/06/24/fintech-and-farmland-how-fintech-platforms-are-allowing-retail-investors-to-dig-into-land-investments/?sh=584663c1453f
- Investment platforms to invest in farmland
- Gates, Bezos, etc. all buying up tons of farmland
- Inflation hedge, diversification with uncorrelated assets, dividends, etc.
PayPal raises prices as we emerge from a pandemic
- https://www.protocol.com/newsletters/protocol-fintech/paypal-new-rates?rebelltitem=1#rebelltitem1?rebelltitem=1
- PayPal raised prices on some of their products for merchants
- Mel quoted as saying their offering isn’t unique enough to differentiate ruffled some feathers ;)
Wall Street and Venture Capital are converging on Digital Asset Securities
- https://www.coindesk.com/securitize-fundraising-round-led-by-morgan-stanley-blockchain-capital
- Morgan Stanley has made its first investment into the blockchain space co-leading Securitize’s $48M series B round
-
- MS added at BTC investment product in March
- Demonstrates the growing popularity of digital asset securities among legacy finance stakeholders
- Securitize BD/TA
- Is this the future of private markets?
- https://www.ft.com/content/36413e3e-7915-45c7-b4ce-ccbeac972c94
-
- Andreessen Horowitz launched new $2.2bn fund for digital assets
- Third fund for digital assets a vote of confidence in sector facing regulatory scrutiny
- Looking “for the next generation of visionary crypto founders”
Acronym of the Week: HODL
- Mel: explains
Wrap up - next time we will have a guest to talk about women in Fintech.
This podcast is for information and educational purposes and should not be used as investment advice. Please see an investment professional.
Diversity in Fintech https://www.bloomberg.com/opinion/articles/2021-06-01/personal-finance-fintech-apps-like-robinhood-are-leaving-women-behind
Feedback on diversity from last podcast
Issue of women being left behind
De-SPACs and IPOs
Sofi - huge debut, then announced availability of IPO shares on their platform for other SPACs. Katapult - lukewarm
Marqeta - massive valuation,
Interesting to note that Marqeta chose to go the traditional route rather than SPAC - CEO makes reference to that in interviews
Leading Change
https://www.protocol.com/newsletters/protocol-fintech/overdraft-fees-ally?rebelltitem=1#rebelltitem1
Fintechs aren’t just making waves on Wall St. - they are prompting legacy FIs to make changes to keep up with how they serve customers.
Mel: Fintechs are definitely playing a role in putting pressure on legacy banking institutions. We saw this happen when Schwab, TD Ameritrade, and others eliminated trading fees once Robinhood and no-fee trading platforms gained traction and then last week when Ally eliminated overdraft fees. challenger banks like Chime, etc.
What else should we expect?
Open banking, control of data,
Acronym of the Week: NFT
There are so many in Fintech, it can be hard to keep up. Let’s pick one everyone is talking about. NFTs.
Mel: explains Non-fungible tokens
Wrap up
This podcast is for information and educational purposes and should not be used as investment advice. Please see an investment professional.
This podcast is for information and educational purposes and should not be used as investment advice. Please see an investment professional.
Who is Mel and Why FinTech? Pat discusses why MI&S added FinTech+ Melody introduces herself.
Latest in Trading Apps and Recent Hearings
Topic 1. What's the latest with trading apps and the recent hearings? https://www.forbes.com/sites/moorinsights/2021/02/05/gamestopped-trading-app-fiasco-shows-free-trades-does-not-mean-trading-freely/?sh=90fd2b85efac regulatory changes, gamification issues, PFOF, etc.
OCC,SEC Shake-ups, Diversity in AI, Open Banking
Topic 2: Other regulatory issues happening in fintech OCC and SEC shake ups, looking at diversity in AI, open banking, etc.
SPAC and SEC Regulation Changes: Good or Bad?
Topic 3: There have been some regulatory changes around SPACs and the SEC slow down on that. The SPAC market is really hot at the moment. Is it slowing down?
The "good" fintech SPACs now - SoFi, Katapult, Lottery.com
The slow down is good. Every celebrity wants a SPAC. That can’t happen and become like the ICO boom in 2017.
Public’s new SPAC tool to monitor the market
SPAC Market
Topic 3: One of those SPACs is Katapult, a type of BNPL. Another hot topic right now. Mel wrote about it in Forbes and also has spoken about it recently. Why is it so hot? https://www.forbes.com/sites/moorinsights/2021/01/22/affirm-ipo-puts-a-spotlight-on-the-buy-now-pay-later-industry/?sh=3200cd7a410d
It addresses so many issues of pandemic shopping, spending and economic factors Encompasses everything in the buying cycle from credit decisioning to checkout The valuations of these companies were astronomical and now are coming back down to earth
FinTech Valuations: Trend or Fad?
Topic 4: Valuations of fintechs have been pretty high in general. Is this a trend or a fad? I recently spoke with a number of VCs and got their take on what's happening in fintech, what they are investing in and why, and why/when they are willing to pay high prices and double down on products https://www.forbes.com/sites/moorinsights/2020/12/16/collaboration-is-the-new-competition-in-fintech/?sh=355c6c416e6f
Final Thoughts
So much going on, we should do this every couple weeks to stay up to speed. What's next in fintech? What should we be watching for?
Every startup is a fintech. Prop-tech, construction (Procore's IPO), farm tech (yes, really!) and post pandemic recovery will determine how fintechs will adjust their offerings and build on the compressed disruption during the pandemic.
This podcast is sponsored by 8x8.
Bryan Martin is 8x8’s technological visionary, leading the company’s drive to patent a range of disruptive and innovative technologies. With an excellent sense of how cloud communications transform enterprise communications and customer service, Bryan led 8x8 as CEO from its early days as a VoIP pioneer to its current position as the leading provider of Unified Communications as a Service. Before becoming CEO in 2002, he held the positions of Chief Operating Officer, Chief Technical Officer and Senior Vice President, Engineering Operations.
Martin holds 65 United States Patents in the fields of semiconductors, computer architecture, video processing algorithms, videophones and communications. Internet Telephony magazine named one of the “Top 100 Voices of IP Communications.” Bryan also served on the California Broadband Task Force for the Business, Transportation and Housing Agency, and later became Chair of the task force’s Emerging Technologies and New Applications Working Group. Bryan is a member of the IEEE and Tau Beta Pi and received bachelor’s and master’s degrees in electrical engineering from Stanford University.
Moor Insights & Strategy paper https://moorinsightsstrategy.com/research-paper-now-is-the-time-for-your-enterprise-to-adopt-an-open-communications-platform/
Denise Ruffner recently became VP Of Business Development for IonQ. She was previously the Chief Business Officer for Cambridge Quantum Computing. Prior to that she was with IBM Quantum where she led the IBM Q Startup Program and IBM's global ambassador program and in charge of the quantum team’s sales strategies. Denise is also a Senior Advisor for the OneQuantum startup network and she is the founder of Women in Quantum.
-
What is Women in Quantum and why the need for such an organization?
-
What response has WIQ received from the quantum ecosystem?
3.What is the importance and role of the community in quantum technology?
-
Can you tell us more about the Women in Quantum summit?
-
I hear that you even have a 15-year-old speaker for the Summit?
-
What do you plan for the next WIQ?
-
What are you most excited by in quantum today, and what do you want women considering a career in quantum to know?
Smartphone Q3 Market Share
https://twitter.com/PatrickMoorhead/s...
AMD Big Navi Event
https://twitter.com/PatrickMoorhead/s...
Sony Playstation VR PoV
https://twitter.com/anshelsag/status/...
Apple Mac Event Expectations
https://twitter.com/PatrickMoorhead/s...
Console Launches
PS5 and Xbox Launches impending (Xbox and PS5 next week)
https://twitter.com/PatrickMoorhead/s...
Cloud Gaming Launches
Amazon Luna
Facebook Gaming
GFN
Xbox Game Pass Ultimate/xCloud
Moor Insights & Strategy's President, Patrick Moorhead, and ON Semiconductor's SVP & GM Intelligent Sensing Group talk about the future of the automotive industry and ON Semiconductor's role in it.
-
What are the new tasks/challenges that you are given to lead the Intelligent Sensing Group for ON Semiconductor?
-
Recently, we’ve seen seeing new cars equipped with park assist in the market, what is next for driver assistance, or ADAS, application?
-
What do you see in the future of in-cabin applications?
-
How does LiDAR come into play in the next level of autonomous driving?
-
What are the main roadblocks/challenges for moving to full autonomy?
-
We're going to see a rebound in auto production post-COVID, but on top of that, what's driving the automotive market specifically in sensors and EV?
-
What does ON Semiconductor do differently help to make smarter cars for safer roads?
Moor Insights & Strategy's President, Patrick Moorhead, and Qualcomm's Automotive SVP and GM Nakul Duggal talk about the future of the automotive industry and Qualcomm's role in it.
This podcast is sponsored by Qualcomm.
Moor Insights & Strategy's President, Patrick Moorhead, and Zoho's Chief Evangelist, Raju Vegesna talk about privacy and the road ahead.
• Taking back the control of personal information
• What are we fighting against and what is at stake?
• Two lost decades in business model innovation, thanks to the surge in advertising-based business models?
• Are we losing sight of our morals? Moral Compass in businesses
• Financialization and its side effects on privacy
• Industrial complexes & ethics
• How will this play out in
This video is sponsored by Zoho.
Moor Insights & Strategy's President, Patrick Moorhead, and Zoho's Chief Evangelist, Raju Vegesna talk about sensory surveillance and privacy in today's modern society.
• What is Sensory Surveillance?
• Senses: Vision, Hearing, Smell, Taste, Mood etc.
• Consumer awareness for sensory surveillance
• Long-term implications of this
• Government & sensory surveillance: where is it headed?
This video is sponsored by Zoho.
Moor Insights & Strategy's President, Patrick Moorhead, and Zoho's Chief Evangelist, Raju Vegesna talk about adjunct surveillance and privacy in today's modern society.
• What is "adjunct" surveillance?
• What's the difference between this and direct surveillance?
• What are real-life examples of it? Name names.
• What is Zoho doing here?
This video is sponsored by Zoho.
Moor Insights & Strategy's President, Patrick Moorhead, and Zoho's Chief Evangelist, Raju Vegesna talk about business surveillance and privacy in today's modern society.
• Who is being surveilled?
• Who is doing the surveilling?
• Why are we being surveilled?
• How are we being surveilled?
• How do employees and customers know they are being surveilled?
• How can employees and customers keep from being surveilled? • Are there downsides of not being surveilled?
• What is Zoho doing about it?
This video is sponsored by Zoho.
Moor Insights & Strategy's President, Patrick Moorhead, and Zoho's Chief Evangelist, Raju Vegesna talk about consumer surveillance and privacy in today's modern society.
• Who is being surveilled?
• Who is doing the surveilling?
• Why are we being surveilled?
• How are we being surveilled?
• How do consumers know they are being surveilled?
• How can consumers keep from being surveilled?
• Are there downsides of not being surveilled?
• What is Zoho doing abut it?
This video is sponsored by Zoho.