Moor Insights & Strategy Podcast (Moor Insights & Strategy analysts)

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.

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.

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.

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 4^th gen Intel Xeon Scalable Processors Launch
• How the new 4^th 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 4^th 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 4^th Gen Xeon
• How 4^th 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!

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.

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.

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.

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.

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.

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

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

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.

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?

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.

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.

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.

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.

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.

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.

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.

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.

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.

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!

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.

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. 

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.

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 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.

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.

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.

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.

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/

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!

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.

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.

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.

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.

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/

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! 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

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

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 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.

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.

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.

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.

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.

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.

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.

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.

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!

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 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.

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.

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

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 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!

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

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 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.

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.

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.

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 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 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.

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

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.

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

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.

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.

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.

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! 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 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.

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!

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 

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.

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.

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:

1. 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.
2. 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.
3. 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.
4. 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.

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.

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.

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.

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.

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.

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.

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

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.

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.

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!

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 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!

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!

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.

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.

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!

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. 

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! 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.