Cisco Snags “World’s Best Workplace” Title Second Year Running

Last year, I was pleased but not surprised when networking giant Cisco received top honors on the 25 World’s Best Workplaces list, curated by workplace culture authority Great Place to Work Inc. and Fortune Magazine. As an analyst who covers all things tech, I’ve seen firsthand how seriously Cisco takes its social responsibility, both externally, …

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Digging Deeper On HPE’s Latest Security Announcements

October kicks off National Cyber Security Month. In what seems to be an annual event, HPE made some security-related announcements that set the company up uniquely in the IT solutions provider market. What are those announcements, and what do they mean for IT organizations? I’ll unpack all of this and give my perspective in the …

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PULSE BRIEF: Amazon Boosts Beleaguered SMBs In Spite Of House Subcommittee Claims

While governments and pundits are debating how best to deal with COVID-19 since March, there is one thing everyone agrees with- it has been a rough ride for small businesses. The $525B Paycheck Protection Program (PPP) for small businesses is indicative of how dire it is without a clear end in sight. Since COVID-19 began, …

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Oracle Has Quietly Become An Essential Cloud Applications Company

Oracle has been on a bit of a roll as of late. The company that I thought was cloud-challenged is now winning cloud deals left and right. I believe its Dedicated Region Cloud@Customer (here) is the easiest hybrid cloud solution to understand, it won both Zoom, 8×8, and even TikTok. It is winning on the …

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Lenovo’s Partnership Prowess On Display With New And Updated Datacenter Solutions And Services

The Lenovo datacenter group has been on quite a tear as of late. The data center group grew revenue 19% with an eye-popping 31% growth from cloud service providers in its recent earnings release. Even the Covid-19 beleaguered enterprise and SMB saw 9% growth driven by a doubling of software-defined infrastructure (SDI), services, and high-performance …

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Globalfoundries Global Technology Conference 2020 Sets The Stage For Growth

Every year, Globalfoundries makes a series of big announcements at its annual Global Technology Conference known as GF (short for Globalfoundries) GTC. This year Globalfoundries held GF GTC North America 2020 virtually; like many others, we’ve grown accustomed to attending virtually in place of being there in-person due to COVID. Globalfoundries took a slightly different angle …

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T-Mobile Adds Microsoft 365 To Small Business Plans

Managing a small business is difficult as it is already during this pandemic-affected economic climate. Having to manage connectivity and IT and pay for both is just another added layer of complexity for many business owners. To address two of those challenges at once, T-Mobile offers a new set of small business rate plans. Besides …

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Three Reasons Why It’s A Great Time To Be In The Gaming Business

Let’s not kid ourselves. It is an incredible time to be in the gaming business. Let’s put aside that the pandemic arrived in February. The ensuing national lockdown created a supercharged tailwind for the gaming segment’s major players, as kids suddenly stuck at home needed to be entertained. New, beefed-up consoles from Microsoft and Sony …

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RESEARCH PAPER: Blaize: AI For The Edge

While NVIDIA dominates the market for AI-specific silicon accelerating the training of neural networks, many AI startups are developing silicon to accelerate inference processing, both for data center and edge applications. CPUs have typically been the choice for inference processing, but this is changing rapidly as the size of neural networks grows exponentially and applications …

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Moor Insights & Strategy Analyst Weekly Update October 9, 2020

I hope you all had a great week! This week, Paul will be attending IEEE Quantum Week, Will will be attending Cisco DevNet Create, and Anshel will be attending Huawei Global Innovation Summit.  I will attend the iPhone 12 event, Capgemini analyst event, and HPE SAM. Last week, our team was busy virtually attending several events; NVIDIA GTC (Anshel, myself and Karl), AI HW Summit (Karl), Arm DevSummit …

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RESEARCH PAPER: The Three Key Elements Of Success In Edge Computing

We live in an intelligent world. A host of devices shapes the way we live, from the cars we drive and the streets on which those cars are driven, to the power plants that generate electricity to the factories that make the goods we consume. This intelligent world is the result of intelligent infrastructure. The …

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Silicon Labs “Works With” Conference Brings New IoT Platform Capabilities To Developers

Silicon Labs stock has been on a tear lately. Since the end of March, it has been up 44%. If you are not familiar with Silicon Labs, it is a global, fabless semiconductor company headquartered in Austin, TX, my hometown. The company’s HQ is so close in proximity to my home and office, and I …

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Review: The NVIDIA GeForce RTX 3080 Takes PC Gaming To New Heights

NVIDIA recently launched the RTX 3080, the flagship gaming GPU in the RTX 3000 series of its Ampere family of graphics cards. The RTX 3080 is the first to launch from the much anticipated lineup, to be followed by the RTX 3090 on September 24th and the RTX 3070 in early October. For more details …

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Honeywell’s Tony Uttley And The Quest For Quantum

If you are not a scientist or a techie, and perhaps even if you are, the word “quantum” might sound like something out of Star Trek. It’s futuristic, for sure, but it is not fiction. Quantum computers, and the genuinely revolutionary computational power it promises, may not be too far off at all. At the …

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Startup NUVIA Rakes In $240M B Round To Extend Server Silicon Play

It is an exciting time to be covering semiconductors as a tech analyst, with more players on the scene than ever before, developing custom and general-purpose silicon for increasingly specific use cases. That silicon activity is a direct response to the explosion of the data processed by businesses and ultimately processed and delivered to consumers. …

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Moor Insights & Strategy Analyst Two-Week Update 10-02-2020

I hope you all had a great couple of weeks! We continue to attend our events virtually during Covid.  This week, our team will be attending several events: NVIDIA GTC (myself, Anshel and  Karl), AI HW Summit (Karl), Arm DevSummit (myself and Matt), and 5G Americas (Anshel and Will). Last week, I attended Oracle Summit and VMWorld (with Matt, Rhett, and Will).  Karl presented a keynote and hosted a panel …

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The Impact of Being PSA Certified in the IoT Security Market

On this episode of The Six Five – Insiders Edition Patrick Moorhead and Daniel Newman are joined by Rene Haas who is President, Intellectual Property Group (IPG) at Arm. He is responsible for all IPG activities including product development, engineering, sales, marketing, and commercial operations — a huge undertaking for this burgeoning company.  The conversation …

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Attention CIOs: Stop Reacting And Start Being Proactive With Cybersecurity

Physical security and cybersecurity are intrinsically connected. Unfortunately, most organizations still treat these security functions as separate disciplines and processes. Until recently, separating the two was justified because the technology to integrate physical and cybersecurity was not available. However, this is changing with the emergence of IoT and advances in both sensors and integrated systems. …

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IFA 2020 Delivers Several Significant Smart Home Announcements

IFA events are a remarkable experience, as anyone who has attended one will likely tell you. Meticulously planned and held in exciting European locales, IFA gives journalists and tech analysts alike a chance to see what the superstars of the tech space have been working on. Of course, all of that was before COVID-19 came …

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Qualcomm Launches Cloud AI Chip

Last year, Qualcomm teased its Cloud AI100, promising strong performance and power efficiency to enable Artificial Intelligence in cloud edge computing, autonomous vehicles and 5G infrastructure. Today, the company announced it is now sampling the platform, with volume shipments planned for the first half of 2021. This begs the question: why would a company known for …

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