Talking ESG With T-Mobile’s Brigitta Witt

As a tech analyst, I’ve expanded my purview in recent years to include not just the latest technology but also how the titans of the tech industry attempt to affect positive change and give back to the global community during this time of massive social and environmental upheaval. It’s a broad area that includes everything …

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Moor Insights & Strategy Two-Week Update ending September 1, 2022

I hope you all had a great couple of weeks.  Last week, I attended advisory meetings in Seattle and Zoom’s analyst day in San Jose.  Steve attended Hot Chips.  This week, I attended AMD’s in-person Ryzen 7000 desktop event with Anshel and several from our team virtually attended VMware Explore (Matt, Steve, Will, me).    Over the last …

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Axis Bank – Retaining Customers In A “Two-Click” World

I have had hundreds of calls with customers worldwide to discuss digital transformation. The best question is always, “what business benefits have you measured?” The most common answer is aspirational, as most customers are not far enough along to quantify the benefits. That is why I was excited to talk with Avinash Raghavendra, the Head …

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RESEARCH PAPER: CXL: Enabling A Heterogenous, Composable, Next-Generation Data Center

Data has become one of the most valuable and, at the same time, abundant resources in the world. More data has been created in the past three years than in the past two decades, and the biggest challenge has been to process this data into insight. You can download the paper by clicking on the logo below …

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RESEARCH PAPER: Infinidat Brings Mission-Critical Storage To Every Enterprise

Infinidat’s journey through the storage industry has been unique. Where other enterprise infrastructure providers may begin with a modest offering and scale up over time, Infinidat has taken the opposite approach. The company serves the high-capacity, high- performance needs of the mission-critical workloads prevalent across the Fortune 1000. You can download the paper by clicking on …

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IBM Research Rolls Out A Comprehensive AI And Platform-Based Edge Research Strategy Anchored By Enterprise Use Cases And Partnerships

I recently met with Dr. Nick Fuller, Vice President, Distributed Cloud, at IBM Research for a discussion about IBM’s long-range plans and strategy for artificial intelligence and machine learning at the edge.  Dr. Fuller is responsible for providing AI and platform–based innovation for enterprise digital transformation spanning edge computing and distributed cloud management. He is …

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The Galaxy S22 Ultra Is Samsung’s Best Phone Ever, But It Won’t Talk About Its Greatest Feature

Samsung’s Galaxy S22 Ultra is a great overall phone that can function both as a high-end consumer smartphone or a high-end business device, thanks to the integration of the S Pen. Though I found myself using the S Pen considerably less with the S22 Ultra than I ever did with the Note series, the new …

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An Interview With Retrospec’s CEO Ely Khakshouri About His Electric Journey

These days, it seems like every company is vying to release the latest and greatest electric vehicle. I don’t blame them, especially with gas prices as high as they are in 2022. With the ever-changing wave of EVs being released, companies are trying to save consumers time and, more importantly, money. This rapidly evolving trend …

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Samsung Is In A League Of Its Own With Its Z Series Devices

This morning, Samsung held its Unpacked event, announcing its next-generation Z Fold4, Z Flip3, GalaGALA +3.5%xy Buds2 Pro, and Galaxy Watch5. Samsung announced its S series of flagship devices earlier this year, including the new Galaxy S22 Ultra, which picks up where the Note left off.  In previous years, this Galaxy Unpacked was held for Samsung to …

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Skyworks Delivers Record Q3 Revenue, Beats EPS Consensus, Provides Solid Guidance

I’m a tech industry analyst, not an equities analyst, but I have found that there’s no greater source of truth for a company’s quarterly performance than its earnings announcements. I can also find nuggets in earnings calls that provide a better understanding of the macro environment. This week I tuned into Skyworks’ third quarter earnings …

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Spark New Zealand – From ‘Process ERP’ To ‘Intelligent ERP’

Last year I wrote an article about Spark, New Zealand’s largest telecommunications and digital services company, and the evolution from a traditional telco provider to a digital services provider. Spark’s stated purpose is “To help all of New Zealand win big in a digital world,” a mantra that drives how Spark’s people approach their work. It was …

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Intel Foundry Services Announces MediaTek As First Wafer Customer

It has been over a year since Intel CEO Pat Gelsinger announced Intel’s re-entry into the foundry business with Intel Foundry Services. Late last month, Intel announced that the company gained its first official wafer fabrication customer with MediaTek. Although other companies like Amazon and Qualcomm have signed up to use packaging and processing technology, MediaTek is …

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MemryX Is A New AI Company We Actually Need

Artificial Intelligence (AI) is all around us, in the cars we drive to the smartphones we use, powering our most favored or despised apps. Consequently, one of the major growth drivers in the semiconductor industry is AI. It’s everywhere and revolutionizing the way humans interact with the modern world, from the datacenter to the device …

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Arm Partners With Cruise To Advance Autonomous Driving Support

As we pass the midpoint of 2022, the possibility of seeing autonomous, driverless vehicles at scale throughout major cities in the United States seems more attainable than ever. I have covered self-driving vehicles for years now, and it’s not an easy puzzle to solve. There are many considerations to balance, including compute performance, power consumption, …

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Moor Insights & Strategy Two week update ending August 19, 2022

I hope you all had a great couple of weeks.  This week, Steve will be attending Hot Chips. I will be attending an advisory day in Seattle and Zoom’s analyst day in San Jose. Next week, Matt, Steve, and Will will be in San Francisco for VMware Explore. I will remotely attend Explore and physically …

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Google Cloud Platform Deploys Arm – Here’s What You Should Know

Google Cloud Platform (GCP) announced the coming availability of its Arm-based instance, the Tau T2A, last week (currently available in preview) to address the ever-expanding needs of customers developing and deploying scale-out, cloud-native workloads. What does this announcement mean for enterprise IT? Does landing this final major cloud player fully validate Arm in the enterprise? …

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Review: HP’s Omen 45L Desktop Is A Refreshing Desktop From A Major OEM

For a long time, boutique builders have been the only way to get a desktop PC that you could quickly service yourself. Over the last few years, HP’s Omen gaming brand has made considerable strides to incorporate easily upgradable and replaceable components and standardized parts into its line of gaming PCs. Admittedly, this approach inherently …

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Intel’s Arc A370M Is Great For Creators On-The-Go

Intel recently released the first members of its new Arc family of GPUs, the A350M and A370M. Representing the mobile faction of the Arc lineup, these two GPUs will mostly be found in laptops. Intel has already scored design wins with ASUS, HP, Lenovo, Samsung, and others, which is not surprising given the strength of …

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RESEARCH PAPER: Why processor performance is more than frequency and core count

The IT industry is undergoing significant workload shifts that challenge the status quo. Previously, the industry generally accepted that improving central processing unit (CPU) core count, clock speed, and instructions per cycle (IPC) would yield the best performance and power consumption results. In the last few years, the world’s leading processor manufacturers introduced performance and efficient processor …

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New Oracle Database Platforms And Services Deliver Outstanding Cloud Benefits

Let’s talk about Oracle’s successful and expanding investment in cloud infrastructure. The company just celebrated its 45th anniversary, beat Wall Street’s estimated revenue in its fiscal fourth quarter, and showed its highest organic revenue growth rate in over a decade. The company is clearly doing a lot of things its customers like.  Front-and-center to Oracle’s …

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