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Moor Insights & Strategy Weekly Update Ending March 5, 2021

By / Uncategorized / March 8, 2021

I hope you all had a great week!   This week, Steve and I will be attending VMware Analyst Summit.  Will will be attending Verizon Investor Day, T-Mobile Analyst Day, and AT&T Analyst Day. Last week, I attended Samsung V.X. Live and Microsoft Ignite (with Anshel).  Anshel attended Qualcomm Science of Sound.  Melody attended MIT FinTech Conference 2021.   Our MI&S team published 14 deliverables last week:  5 Forbes columns  5 MI&S blogs 3 podcasts    1 research paper …

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Minecraft For RTX Beta Signals The Increased Popularity Of Ray Tracing

By / Gaming, Personal Computing, Research, Uncategorized / May 5, 2020

For the past ten years, PC gaming has increased in popularity, but since COVID-19 hit the scene, it is becoming even more popular. I captured some of that in my recent blog here where I cited some comments NVIDIA’s CFO made on the topic. It makes sense that as more people are staying home, many are occupying …

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Five Top Themes From Amazon’s Alexa And Echo Event You Need To Know

By / Connected Home, Research, Smart Home Automation, Uncategorized / October 14, 2019

I had the pleasure of attending Amazon’s “AskAlexa” event at its Seattle Day 1 headquarters. I attend or observer over 50 events a year, and while I think details matter, sometimes the broad strokes stick out more than the tip of the paintbrush. There was a lot to consume and analyze in what seemed like …

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Amazon Makes Big Splash At IFA With New Fire TV Cube, Smart TVs And European Expansion

By / Connected Home, Research, Smart Home Automation, Smart TV, Uncategorized / September 23, 2019

IFA, Europe’s annual consumer electronics extravaganza, is taking place this week in Berlin. The show’s interesting for me as I view it as the last peek at consumer electronics we will see before the vaunted “holiday” selling season in the western world. While my colleague Mark Vena is in attendance (stay tuned for his takeaways), …

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RESEARCH PAPER: GPU’s Unlock VDI For Many More Users

By / Research, Research Papers, Uncategorized / May 1, 2020

Designers, engineers and broader creative roles, such as graphic artists, have applications that can be very graphics processing intensive. These applications require high performance computing capabilities and present challenges for IT leaders looking to broaden virtual desktop infrastructure (VDI) deployments within their organizations —whether through full desktop virtualization or virtualization of specific applications. In addition, as …

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TSMC’s Cheng Says Moore’s Law Isn’t Dead And Teases Its N5P Node

By / Personal Computing, Research, Uncategorized / August 29, 2019

TSMC, a company who has not broadly communicated much to the outside world in the past, uncharacteristically penned a blog today, here. In fact, this is TSMC’s first corporate blog, ever. I shouldn’t be surprised, though, as the author is no other than Godfrey Cheng, TSMC‘s new Head of Global Marketing. I have worked with Cheng when …

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Early Thoughts: iPadOS Will Change The Way You Work

By / Personal Computing, Uncategorized / August 22, 2019

Cue the opening soundtrack to 2001: A Space Odysseyand you’ll get a sense of how revolutionary I believe iPadOS will be for tablet users. iPadOS is still several weeks from its formal release to the general public, but after using the beta version for the past month, I’m convinced that it will have significant repercussions in the …

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RealWear: A Force To Be Reckoned With In Enterprise AR

By / AR/VR, Personal Computing, Uncategorized / July 11, 2019

RealWear is a player in the enterprise AR space with a lot of momentum across multiple major enterprises. Over the last 18 months, the company shipped over 15,000 of its HMT systems globally, and can now boast over 1,300 enterprise customers and more than 120 applications. RealWear’s AR devices are designed to work in the …

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Moor Insights & Strategy Analyst Coverage At Computex 2019

By / Personal Computing, Research, Uncategorized / July 4, 2019

Blogs/Articles NVIDIA’s Journey To Improve High-Performance Laptops Deserves Kudos, by Patrick Moorhead HP Takes Innovation Past Thin, Light And Low Power At Computex 2019, by Patrick Moorhead Dell Methodically Improves XPS, Alienware, Precision And Inspiron Lineup At Computex 2019, by Patrick Moorhead Qualcomm And Lenovo Announce The World’s First Prototype 5G PC, by Anshel Sag …

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Apple Throws Down The Security And Privacy Gauntlet At WWDC

By / Research, Uncategorized / July 4, 2019

Apple customarily unveils several new software changes for its mobile and desktop products in June. This year’s WWDC19 event, held at the San Jose Convention Center with over 6,000 global attendees from 77 countries, didn’t disappoint and included some big hardware news for users who use Mac Pro desktops for professional video and media editing. There …

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Google Spiritually Commits To Multi-Cloud At GCN 2019

By / Cloud Services and Enterprise Software, Research, Uncategorized / July 4, 2019

I recently attended the Google Cloud Next 2019 event in San Francisco and wanted to weigh in on what I consider the highlights. The annual GCN conference is a must-attend for anyone connected with Google Cloud and its enterprise capabilities, and this year’s event was a solid one with several announcements with new leader Thomas …

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NVIDIA GTC 2019: Datacenter Ecosystem, But No New Chips

By / Uncategorized / April 11, 2019

Article by Karl Freund. Last week at GTC 2019, Jensen Huang, the high energy and immensely entertaining CEO and founder of NVIDIA , took the stage to give his keynote to the event’s 6,000+ attendees. However, this was anything but his usual keynote. We have all been spoiled for years by NVIDIA’s dependable yearly flood of new …

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Apple Boosts Its Place In The Smart Home With A New Services Strategy

By / Connected Home, Smart TV, Uncategorized / April 11, 2019

At an Apple  special event on Monday, Tim Cook, Apple’s CEO, meticulously laid out the company’s vision and strategy, challenging consumers to view and think about Apple in a fundamentally different manner. Monday’s presentation was fascinating as it was the only Apple announcement in the company’s history that was entirely devoid of any physical hardware.  As Apple’s hardware sales …

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Real 5G And AI Converge With Enterprise Networking At Mobile World Congress 2019

By / 5G, AI and Machine Learning, Carrier/Wireless, Uncategorized / March 27, 2019

“Intelligent connectivity” was this year’s theme for Mobile World Congress (MWC), the preeminent event focused on mobile communications held last week in Barcelona. Once relegated to cellular devices, infrastructure and mobile services, over the past thirty-two years the show has expanded to include much more. From my perspective, the notion of intelligence from the GSMA …

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Dell Continues To Impress At CES 2019

By / Notebooks, Personal Computing, Uncategorized / January 25, 2019

This week I’ve been hard at work covering all the news and announcements from CES 2019 that I humanly can. There’s plenty to chew on from companies large and small, but one company that I always follow with rapt attention is Dell Technologies. It’s been in the news lately with its DVMT conversion plan (read …

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Plume And OpenSync Initiative Swing For The Fences

By / Connected Home, Uncategorized / January 8, 2019

You can’t say that Plume is resting on its laurels. The Palo Alto-based company jumped onto the scene last year with its innovative Adaptive Home Wi-Fi platform, which provides “smart” mesh networking capability in domiciles of all sizes, using “pods” that can be conveniently plugged into AC outlets throughout the home. In a nutshell, Plume’s solution …

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Qualcomm Differentiates Itself And Smartphone Partners From Apple And Huawei With The Snapdragon 855

By / 5G, Smartphone, Uncategorized / January 8, 2019

I spent last week in Maui attending Qualcomm’s annual Snapdragon Technology Summit with my colleague and analyst, Anshel Sag. It was a tough assignment in Hawaii, but someone had to do it. I attend about fifty events per year, and the Snapdragon Summit is right there at the top- not just for the location, but …

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All Rise, John Medica

By / Uncategorized / October 25, 2018

John Medica, who passed away October 13th of last year.     MARK VENA Saturday, October 13th marks the one year anniversary of the passing of John Medica and I wrote this tribute to him a year ago.  I’m sure many in the Forbes audience knew John and will appreciate the sentiments I’ve tried to convey …

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Globalfoundries Validates The Company’s Pivot At GTC 2018

By / Corporate, Uncategorized / October 18, 2018

Globalfoundries CEO Dr. Thomas Caulfield kicks off GTC 2018.  ANSHEL SAG There has been some talk about Globalfoundries’ decision to not chase after the leading edge 7nm node. As many in the industry obsess over the leading-edge node (guilty as charged), Globalfoundries decided not to continue down the leading edge FinFET path and instead go …

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