RESEARCH PAPER: The Graphcore Software Stack: Built To Scale

Software for new processor designs is critical to enabling application deployment and optimizing performance. UK-based startup Graphcore, a provider of silicon for application acceleration, places significant emphasis on software, dedicating roughly half its engineering staff to the challenge. Graphcore’s Intelligence Processing Unit (IPU) utilizes the expression of an algorithm as a directed graph, and the company’s Poplar software stack …

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The Living VR Headset: The Oculus Quest, 1 Year Review And Analysis

I was one of the few people that initially bought the Oculus Quest at its launch, around this time last year. Much like the Switch, I knew it was going to be a success well before it basically became unobtanium. The Quest represents the culmination of Facebook’s multi-year efforts in VR and is a product …

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Microsoft Updates Surface Line With Meaningful Additions

It is hard to believe the Surface line of PCs has been around for nearly eight years. When the first batch came out in 2012, I did not quite know what to think. The concept and the words were good, but the finished product seemed, well, a bit unfinished.  We are now in 2020 and Microsoft has turned Surface into a juggernaut driving nearly $6B in sales the past four quarters.   …

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Google’s Top Quantum Scientist Explains In Detail Why He Resigned

The news that Professor John Martinis had resigned from Google sent ripples through the entire quantum community. A few days after the announcement, I was on two previously scheduled calls with quantum executives and a call with another quantum CEO. Each was as baffled and as curious about Professor Martinis’ departure from Google as I was. I had …

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Lenovo Extends Its EPYC Portfolio – Here’s Why IT Should Take Note

The Lenovo Datacenter Group has been on an impressive run since Kirk Skaugen took over in 2017. The team he assembled quickly and methodically righted the ship, driving market share gains quarter after quarter. They also made smart strategic bets, resulting in success in all segments of its infrastructure business. Server shipments continue to increase, …

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IBM’s Telco Cloud And Network Edge Journey

It has been almost a year since IBM closed its acquisition of Red Hat. I was initially skeptical of the announcement in the fall of 2018. Red Hat has been nimble and quick, disrupting the telco space with its Enterprise Linux, OpenStack, OpenShift, Cloudforms, and other open source platforms. I worried that Big Blue’s culture …

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CHIP Shot: Will Project Connected Home Over IP Get Us Onto The IoT Green

Last December, the Zigbee Alliance launched “Project Connected Home over IP” (CHIP) with the ambitious goal of enabling plug-and-play consumer IoT devices. Led by Amazon, Apple and Google, Project CHIP aims to deliver specs and open source code later this year. Now that the initial press and analyst coverage has settled down, Project CHIP deserves a …

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Arm Courts Silicon Startups With Free Access To Popular Chip Designs

It’s an exciting time in the tech industry, with a raft of new technologies—namely AI, IoT, and 5G—all advancing and converging with the promise of enabling a multitude of new use applications. One company, in particular, stands out in its efforts to position itself at the center of what it calls “the 5th wave of computing,” …

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Amazon Neither Winning Or Profiting From COVID-19

Some news outlets here and here have reported that Amazon is “winning” from the COVID-19 crisis. These reporters suggest that Amazon is set up to profit from peoples’ needs like online shopping, media entertainment streaming, and whole foods, while they are legally obligated to stay at home. I want to make the argument, based on the company’s recent earning, …

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A Closer Look At The Recent Flurry Of Google Meet News

Last week, Google made news with its announcement that it was making its premium, secure Google Meet video service (part of G Suite) free for the masses. It was a timely move on Google’s part, given the need for secure, reliable video conferencing tools to cope with the fallout of the COVID-19 crisis. I did a flyby of the …

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Review: HP Elite Dragonfly G2 With Built-In Tile Tracker And Sure View Gen4

Last holiday season, I tested out HP’s newest laptop in its Elite lineup, the HP Elite Dragonfly. The Dragonfly is HP’s take on a lightweight-premium looking business notebook. I already completed an in-depth 4-week review on this system and you can access the full review here. The focus for this second review is to talk about the …

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IBM Builds Out Its Financial Services-Ready Public Cloud Ecosystem With More ISVs

Towards the end of last year, IBM and Bank of America made news with the announcement they were partnering to develop a financial services-ready public cloud (of which Bank of America will be the first customer). This is a significant development, since I believe the horizontally-oriented cloud market does not yet offer the levels of …

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Microsoft Quickly Updates Services Portfolio In Response To COVID-19

One thing that has been fascinating for me as a tech analyst during the COVID-19 crisis is all the ways the tech industry is stepping up to cope with the fallout. With unprecedented amounts of people working, schooling and virtually socializing from home, many of the companies I cover have updated their offerings, consumption models, …

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Intel’s Gaming CPU Brings Competition We Like

Intel introduced its 10th Gen Core S-series processors aka “Comet Lake” last week that target the high-end gaming community. Intel’s CPUs improve with higher clock speeds, more cores and gamer-and-content-creator-specific features. The “Comet Lake S” desktop processors are expected by many to rival AMD’s ever-pressing Ryzen 3000 series processors with a focus on gaming performance at …

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Six Five Live Ep 38- Chips in the Desert

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry’s biggest news each and every week and also conducting interviews with tech industry “insiders” on a regular basis. The Six Five represents six (6) handpicked topics that will …

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Moor Insights & Strategy Analyst Coverage of NVIDIA GTC 2020

Blogs/Articles NVIDIA Launches New Ampere Architecture, Infrastructure, Robotics And Automotive Technologies At GTC 2020, by Patrick Moorhead NVIDIA Targets Ampere Architecture To The Edge And 5G With EGX A100, by Anshel Sag NVIDIA Launches Ampere A100 GPU For Data Center Computing And AI, by Karl Freund Podcasts Six Five Live Ep 38- Chips In The …

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Google Opens Up The Secure Meet Video Service To The Masses Amidst COVID-19 Crisis

As the country remains largely in lockdown in response to the ongoing COVID-19 pandemic, video conferencing solutions are experiencing an unprecedented boom. Students, sent home from schools in March, rely on them for lectures and communicating with faculty. Unprecedented amounts of people are suddenly working from home, and relying on these solutions for meetings and …

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Exploring AWS’ Recent Announcements – The Six Five Insiders Edition

On this episode of The Six Five – Insiders Edition hosts Patrick Moorhead and Daniel Newman welcome Jeff Barr, Vice President and Chief Evangelist at AWS to discuss AWS’ response to COVID-19 and exciting new product announcements.  AWS’ Response to COVID-19 During this COVID-19 pandemic, AWS has been focused on helping customers continue to operate …

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Examining How COVID-19 is Accelerating 5G Technology with Qualcomm’s Cristiano Amon- The Six Five Insiders Edition

On this special episode of The Six Five – Insiders Edition hosts Daniel Newman and Patrick Moorhead welcome Cristiano Amon, President of Qualcomm to discuss the impact COVID-19 has had on the tech industry and technologies like 5G.  Qualcomm’s Resilient Culture in the Spotlight During COVID-19 Qualcomm has always prided itself on its resilient culture …

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IBM Issues A Public Challenge To Program Its Quantum Computers

While most of today’s challenges seem to be related to COVID-19, this week IBM issued one of its own—one that has nothing to do with the pandemic. On May 4, 2016. IBM first made quantum computing accessible to the public. To celebrate the fourth anniversary of the occasion, the company decided to challenge the public …

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