Moor Insights & Strategy Weekly Update Ending May 6, 2022

I hope you all had a great month!   Last week, several of us from the team attended Dell Tech World (Matt, Steve, Will, and myself).  Over the last few weeks, I have also been busy with advisory meetings in Seattle and Phoenix.  I traveled to New York to participate at Infosys Cloud as a panel moderator. I …

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RESEARCH PAPER: Winning The Data-Centric Digital Business In This Decade

The datacenter has evolved. Where we used to see the enterprise datacenter as a location (or locations), the modern datacenter has no physical construct. Rather, the modern datacenter emphasizes data – and spans the core to the cloud and the edge. You can download the paper by clicking on the logo below: Table Of Contents Introduction Data …

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Fiber Is Foundational For AT&T’s Long-Term Success

I recently had the opportunity to spend two days with AT&T executives and its senior management team in New Orleans during the Men’s NCAA Final Four Tournament. AT&T is a sponsor of March Madness. I loved how the company ran a series of television spots involving spokesperson Lily interviewing her possible “substitutions” while she attended …

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Quantinuum Enhances The World’s First Quantum Natural Language Processing Toolkit Making It Even More Powerful

Quantinuum is an integrated software-hardware quantum computing company that uses trapped-ion for its compute technology. It recently released a significant update to its Lambeq open-source Python library and toolkit, named after mathematician Joachim Lambek. Lambeq (spelled with a Q for quantum) is the first and only toolkit that converts sentences into quantum circuits using sentence …

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After A 24-Year Absence, Intel Re-Enters The Discrete GPU Market With Arc

I hope everyone can agree that any competition is good competition. In more cases, than not, drives innovation and growth within the industry. There isn’t a lot of competition in discrete merchant graphics in PC gaming, commercial, workstation, and datacenter- there’s AMD and NVIDIA. I have always believed that three vendors are better for a …

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Qualcomm Wins Yet Another Major Automaker With Its Snapdragon Digital Chassis, Stellantis, With 14 Brands, More Evidence That The Diversification Strategy Is Paying Off

Qualcomm is best known for its handsets business, but the past two years the company has embarked on a business diversification process adding RF, IoT and automotive to the mix. In FY21 the revenue from RF, Auto and IoT represented 38% of total QCT revenues and the automotive business is on a $1B annual run …

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RESEARCH PAPER: The Cloud Comes To Healthcare

The healthcare industry has been on the leading edge of the digital transformation curve in many ways, some of which the COVID-19 pandemic has expedited. Life-critical patient data in the form of electronic health records (EHRs) and diagnostic-quality images stored in Picture Archive and Communications Systems (PACS) accompany patients as they interact with caregivers throughout …

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The Biggest Mobile Device And Chipset Announcements At MWC 2022

Earlier this month, I attended Mobile World Congress (MWC) 2022 in Barcelona, my first in-person MWC since the pandemic outbreak in 2020. I felt comfortable attending this year knowing that strict testing, masking and tracing requirements were in place. Out of the approximately 61,000 people who attended the show, I am personally only aware of …

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One Year Review: The Dell UltraSharp 40 Curved Monitor Is Nearly Perfect For Creators

Until recently, curved monitors have primarily targeted the gaming market, with its need for high frame rates and wider displays delivering more immersion. While some 49” curved ultrawide displays exist for productivity, their aspect ratios in the 21:9 and 32:9 ballpark make creation challenging, aside from some simpler video and audio editing. Additionally, there’s considerably …

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Qualcomm Deepens Commitment To The Metaverse With $100 Million Snapdragon Fund And Square Enix Partnership

Qualcomm Deepens Commitment To The Metaverse With $100 Million Snapdragon Metaverse Fund And Square Enix Partnership  At GDC 2022, Qualcomm came out guns blazing with two significant announcements, and both focused on the growth of content in the Extended Reality (XR) industry. Qualcomm has already made big splashes in the XR content space by announcing …

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HeatWave ML: Real-Time Intelligence Comes To MySQL

Data is crude. Data is the new currency. Data drives the modern business. Add these cliches to the long list that describe the modern business. And while these cliches are maybe overused, they are true. Data transformed into intelligence drives the modern business. And the business that can glean insights from intelligence fastest is best …

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Current Geopolitics Are Raising The Need For New Cybersecurity Measures

It is tragic to witness what is happening in eastern Europe. The conflict is near my heart, given that a good friend recently fled Kyiv with his wife, but it also raises broader public awareness of nation-state cyber-attacks. These virtual assaults are nothing new. A report published by IBM Security X-Force (a very Marvel comics-sounding team!) noted …

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AMD Doubles Down On High-Performance Computing With Milan-X

Every time I write about AMD, I start with “it’s been a great few weeks for the company….” This piece will begin the same way. The company had a great quarter; its 2022 outlook is strong, the Xilinx acquisition closed, and EPYC continues to gain share across all market segments. Last week, AMD launched Milan-X …

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Aruba Atmosphere 2022 Showcases HPE’s NaaS Journey

I recently attended HPE Aruba’s annual Atmosphere (ATM) event (in person, no less!) in Las Vegas. It was refreshing to be back physically post-pandemic. A lot has changed for the networking infrastructure provider. Former founders and CEO Keertie Melkoke and CTO Partha Narasimhan left the company mid-last year, and new leadership is in place at …

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Qualcomm Chief Economist Explains How Global Economics And Geopolitics Affect Innovation

American adults have been feeling the changing economic pressures in 2022. We feel the actual impacts of inflation in rising prices of consumer goods, interest rates, and groceries. Economics is often thought of as high in the sky and out of our control, but it impacts our lives. Tech companies especially must pay close attention …

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Review: Samsung Brings Back The Best Of The Note Legacy With The Galaxy S22 Ultra

The Samsung Galaxy Note series is one of Samsung’s most successful series of devices. During the phablet era, it led the charge, was the only successful smartphone with a built-in stylus, and for years had the highest-end specs and feature list of any smartphone. Strategically, Samsung consolidated its smartphone portfolio, making the 2019 Galaxy Note …

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Review: Samsung Made The Galaxy S22 Is The Most Compact Smartphone Of 2022

Last month, Samsung announced its Galaxy S22 lineup of devices at its Galaxy Unpacked Event. This year was a great year as we saw Samsung announce its Ultra device, bringing back the Note experience, and updating its Tab S serieswith a new Ultra tablet. While more eyes were on the Galaxy S22 Ultra and the Tab S8 Ultra …

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The Samsung Galaxy A53 5G Offers A More Affordable Samsung Experience

This week Samsung held its Galaxy A event where it announced two new Galaxy A devices. Last month, Samsung announced its Galaxy S22 lineup of flagship devices, and this time around, Samsung announced its more affordable Galaxy A53 and A33 smartphones. You can read my review of the Galaxy S22 Ultra hereand the Galaxy S22 here. What impressed me …

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KONE Elevates People Flow Through Digital Transformation

Anyone who has ridden in an elevator has at some point, consciously or unconsciously, stared at the KONE logo. KONE Corporation is an elevator, escalator, and automatic building doors manufacturing company with aspirations for much more. I am continually amazed by the level and potential of innovation enabled by digital transformation, even across seemingly “old school” (also …

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Corporate Internal Auditing And Innovation For The ‘G’ In ESG; A Close Look At Honeywell’s Transaction Monitoring Platform, Based On Forge

Now five years into Honeywell CEO’s tenure, it is evident that Darius Adamczyk’s leadership has put the company on a new trajectory. The company, operating in many different and important market segments, has reflected on its CEO’s vision for ‘BTIs’, – Breakthrough Initiatives. The five publicly known BTIs share a common path: incubation of innovation …

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