Moor Insights & Strategy Weekly Update Ending April 16, 2021

By / Weekly / April 21, 2021

I hope you all had a great week!   Last week, Moor Insights & Strategy analysts attended NVIDIA GTC (myself, Anshel, Steve, and Paul), Quantum Tech (Paul),  Huawei Analyst Summit (Anshel and Will), Aruba Atmosphere (Will), and Noopl event (Mark).   This week, Mark and I will be attending Apple “Spring Forward” Launch Event.  Steve will be attending RedisConf 2021 and SNIA Persistent Memory + Computational Storage Summit.  Mark and I will be attending …

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Microsoft’s Percept Precept: Industrial IoT Shifts From Solutions To Platforms

By / Industrial IoT (IIoT), Research / April 20, 2021

Azure Percept, a new family of AI-enabled edge hardware and services, was the most significant IoT announcement at Microsoft Ignite 2021. Essentially a logic layer on top of Azure IoT, Percept streamlines AI model deployment for low-power edge devices. But it’s more than that. Taking a step back reveals a bigger trend – the emergence …

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AMD Continues Its Datacenter Push With 3rd Generation Of EPYC

By / Datacenter, Research / April 20, 2021

The issues facing enterprise IT in this new datacentric era are not new. They are issues that have plagued IT for a long time, such as data management, security and the ability to support business initiatives faster and cheaper. That said, new wrinkles have been introduced. Enterprises must know how to manage the data being …

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BMW Chooses Honeywell Model H1 Quantum Computer And Entropica Labs For Supply Chain Quantum Proof-Of-Concept

By / Quantum Computing, Research / April 19, 2021

BMW ships over two million cars every year. Each car has about 30,000 parts provided by over 100 global suppliers. It is easy to see why managing and coordinating the entire global supply chain is a complex and computationally intensive process. BMW, like other manufacturers, is currently limited to managing its supply chain and logics with classical computers …

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IonQ Takes Quantum Computing Public With A $2 Billion Deal

By / Quantum Computing, Research / April 19, 2021

IonQ has shattered the glass ceiling that previously separated pure-play quantum computer companies from public listed offerings. There were rumors last year that IonQ was considering an IPO. But rather than raising capital with a conventional IPO, IonQ chose to go public by using a merger with dMY Technology Group III, a SPAC (special-purpose acquisition company). The …

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Three Companies To Watch In Private Cellular Networking

By / Enterprise Networking, Research / April 19, 2021

I write pretty extensively about private cellular networking. The platform is poised to accelerate digital transformation within enterprise information technology (IT) environments and connect the non-carpeted operational technology (OT) ones. For a quick explanation, IT typically refers to the computer hardware and software in the traditional office environment. OT, on the other hand, is involved …

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AMD Will Make Significant Gains In The Enterprise With Milan

By / Big Data and Storage, Datacenter, Research / April 19, 2021

When AMD launched its 1st Generation EPYC processor, it had a very narrow focus on where it would land—the cloud. While the CPU had many features that made it attractive to the enterprise, the company was measured in its approach. Of course, the company wouldn’t turn away other opportunities, but its theme, “born in the cloud,” …

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Samsung’s Smart Home Strategy Hinges On These Core Elements

By / Connected Home, Research, Smart Home Automation / April 19, 2021

New markets typically flourish when consumers have choices. Choice allows consumers to choose the specific brands and products that serve them best. This dynamic is a proven, venerable rule that has played a substantial role in the smart home category’s growth over the past several years. Most consumers’ smart homes employ smart devices (e.g., lights, …

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How Digital Finance Is Changing The Credit Game In The Covid-19 Era

By / Financial Technology, Research / April 19, 2021

According to Fidelity National Information Services (FIS), there was a 200% jump in new mobile banking registrations in early April 2020 and an 85% increase in mobile banking traffic. Deloitte has reported online banking activity increased 35% since the pandemic started. These trends have only gone up and to the right as the global health crisis has lingered.  Banking …

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Cisco Live! 2021 Takes Security And Networking To New Heights

By / Enterprise Networking, Research / April 19, 2021

Last year marked the first virtual Cisco Live! event and now that the end of the pandemic appears to be in sight, I am hoping this week’s virtual event was the final one. Like many of my technology analyst colleagues, I am ready to be back on the road again! With that said, the company’s signature event …

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Learnings From Siemens Gamesa’s Global Digital Transformation Journey

By / Cloud Services and Enterprise Software, Research / April 19, 2021

Digital transformation is probably the most overused phrase across industries, particularly a favorite amongst analysts such as me. No one denies the need for it. Market forces drive demand for digital transformation owing to changing customer attitudes. Governments mandate it, based on regulation. Mergers and acquisitions often stipulate it. It’s an opportunity no one wants to …

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Cisco Maintains Silicon One Momentum With New Devices

By / Corporate, Research / April 19, 2021

Cisco Systems, which is perennially on my radar as a tech analyst, made networking waves back in late 2019 with the announcement it would be launching its foray into the merchant networking silicon business. The new platform, a unified programmable networking ASIC named Cisco Silicon One, was an industry first on many dimensions, and in my …

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Dell Technologies Impacting Lives With ‘One Million Connected Devices Now’ Participation

By / Corporate, Research / April 19, 2021

Shareholders, customers and employees care more now than ever about what companies are doing in social impact areas like equal opportunity, sustainability, environment, and basically, helping others. I have written a lot about tech companies and social impact over the past few years.  Dell Technologies rolled out its 2030 Social Impact Goals in 2019 and …

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Honeywell’s New Connected Buildings GM Offers The Current Lay Of The Land

By / Corporate, Research / April 19, 2021

By now, we’re all tired of hearing about how Covid-19 has shaken up the economy and workforce, sending many traditional nine-to-fivers to work remotely from home. Now, though, it’s time to start looking at how the work environment will function as the pandemic fades (fingers crossed). Remember the office building? Conversations around the water cooler? …

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RESEARCH PAPER: How IT And Security Teams Can Be Ready For 2021 And Beyond

By / Research, Research Papers / April 9, 2021

Due to the impact of COVID-19, 2020 will be widely regarded as the year that work moved home. In reality, it was the year work moved to the cloud and everywhere in between. As a result, endpoint management and endpoint security are now the cornerstones of effective protection and the foundation for the next generation …

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RESEARCH PAPER: What To Consider When Benchmarking Workstations

By / Research, Research Papers / April 9, 2021

Moor Insights & Strategy believes that benchmarks need to follow a specific set of rules to be useful. They must be up to date and relevant to specific workloads. The guiding principle of running any benchmark is that it must assess a system’s performance in a particular application or workflow in a way that reflects a typical …

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RESEARCH PAPER: Four Reasons Why Oracle Autonomous Cloud Data Warehouse Is Right For Enterprise IT And Data Consumers

By / Research, Research Papers / April 9, 2021

Data is the new crude of the modern enterprise. And intelligence is the refined oil that makes the modern business run more efficiently in the digital economy. How quickly a company can execute this transformation from data to intelligence is known as “time-to- value.” This metric is perhaps the most critical measure of an organization’s …

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Moor Insights & Strategy Two Week Update Ending April 9, 2021

By / Weekly / April 9, 2021

I hope you all had a great couple of weeks!   This week, I attended the Intel Xeon launch event (with Matt & Mark) and Arm Infrastructure Virtual Tech Day (with Matt & Steve).  Will attended Open RAN World Digital Conference.  Last week, several of us attended Cisco Live (myself, Matt, Steve, and Will).  Will attended CCA Mobile Carriers Show. Anshel Sag and I attended Arm Vision.        …

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What’s New With Samsung Smartphone Security

By / Research, Security, Smartphone / April 8, 2021

Security has become one of the number one things that keeps CIOs up at night. I don’t blame them for stressing over it—when you are fighting against nation-state budgets and other adversaries with near limitless damage potential, security is a big deal. At our firm, we cover IoT end point security, the cloud datacenter and …

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