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

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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 at AI HW Summit.  Anshel attended C-V2X Summit.  Paul attended NTT 2020 Research Summitand Quantum Industry Day in Switzerland 2020.

Our MI&S team published 33 deliverables over the last two weeks: 

The press quoted us with 20 citations. Journalists wanted to hear about AI, Apple, cloud gaming, D-Wave, Graphcore, HP, NVIDIA, On Semi, Oracle, and smartwatches.

Quick Insights:

AR/VR (Anshel Sag)

  • Microsoft is looking for Beta testers to help them qualify more VR headsets for Flight Simulator 2020 other than the HP Reverb G2
  • Google has officially killed all support for Daydream; it’s old VR platform ending any hopes for a return to VR
  • The HP Reverb G2 VR headset will ship in November for existing preorders and December for any new orders
  • Star Wars Squadrons came out to much critical acclaim as a great game built for VR first and one that leverages a great experience and Star Wars IP
  • Rakuten has launched tits5G network at $28 a month of unlimited 5G, and with two compatible devices in Japan, which is an incredible price point and will include mmWave in November
  • HP Announced a new VR headset, the Omniverse, based on the Reverb G2 and builds on that by adding eye, heart, and mouth tracking, and it will be available this fall.
  • The Oculus Quest 2 is sold out on Oculus website but is still available on Amazon and Best Buy.

Carrier/Wireless (Will Townsend) 

  • Google Cloud announced at the Open Network and Edge Summit this week that joining the Linux Foundation Networking ecosystem. This should help them become more competitive with AWS and Azure, providing telco grade solutions. AWS is clearly in the lead, and Microsoft has closed the gap with a handful of acquisitions over the past several months.
  • The GSMA announced this week that Mobile World Congress will now be held next June vs. its traditional February date in Barcelona. Not surprising given the need to put Covid-19 behind it. I expect significant themes will focus on Open RAN, Fixed Wireless Access, and indoor 5G solutions to address the propagation challenges of mmWave.

Cloud Services/Enterprise apps (Rhett Dillingham) 

  • VMware’s cloud platform technology announcements at VMworld featured some long-expected offer progress projected from past pre-GA announcements around Kubernetes via Tanzu. These included Tanzu support in VCF 4.1, VxRail, vSphere 7 update 1, and VMware Cloud on AWS. VMware noted 140% year-on-year growth in VMs hosted on VMware Cloud on AWS to evidence progress from these investments. After struggling so much in the early years of cloud platforms, VMware’s projection of the next steps and its execution for the past three years has been reliable, and VMworld 2020 was just the latest evidence.
  • VMworld turned out to be a surprising boost to the positioning of Oracle Cloud. VMware noted preparations for Tanzu support beyond AWS, naming Microsoft Azure, and Oracle Cloud Infrastructure. VMware CloudHealth now supports Oracle Cloud Infrastructure alongside AWS, Azure, and GCP (not Alibaba Cloud or IBM Cloud). Just the latest sign of Oracle’s progress towards top tier positioning amongst the global cloud providers — in this case, likely benefitting from VMware’s direct competition to Tanzu from Google’s Anthos and IBM’s Red Hat OpenShift.
  • One of Microsoft’s most significant announcements at its Ignite 2020 conference was the addition of Azure Arc-enabled data services in preview, starting with SQL Managed Instance and PostgreSQL Hyperscale. Microsoft Azure Arc-enabled servers were announced last year and transitioned to GA as of Ignite 2020, while Azure Arc-enabled Kubernetes continues in preview. Microsoft is setting up Azure Arc as the center of gravity of its broader cloud management approach across multi-cloud, including non-Azure clouds, and hybrid cloud, including on-premises cloud /virtual/bare-metal infrastructure. Microsoft is attempting the boldest and broadest scope of resource management of all cloud services providers with Azure Arc, and the Ignite 2020 announcements show significant product progress on that path.

Datacenter: 

  • Storage- (Steve McDowell) 
    • It’s all about disaggregated storage at VMworld, as VMware CEO Pat Gelsinger and NVIDIA CEO Jensen Huang sit together for a keynote disclosure of VMware’s “Project Monterrey.” Project Monterrey puts an ESX hypervisor directly into an NVIDIA Mellanox smart NIC (which they call a DPU — data processing unit).  This move allows workloads to be dynamically directly into the Arm-based interconnect and allows that to be managed through a vSphere interface.  It sounds geeky, but it’s a key enabler for computational storage, interconnect acceleration, and even complete system-on-a-NIC for edge applications. The potential here is enormous, and we expect more news on this at Nvidia’s GTC event next week. 
    • Did we say disaggregation?  NVIDIA isn’t the only one with smart interconnects.  Intel has teamed up with storage startup Lightbit Labs to leverage Intel accelerated NICs to build disaggregated storage solutions, where drives are spread across the infrastructure, communicating with NVMe-over-TCP.  The results are incredibly encouraging, with network latencies approaching 146 micro-seconds.   This isn’t mainstream storage yet but watch this space. There is lots of exciting work happening, all enabled by intelligent high-speed, low-latency interconnects. Nvidia’s acquisition of Mellanox makes more sense every day. 
    • Micron is giving us hope for 2021, as it releases earnings with a slight miss on good growth across most segments. While the enterprise infrastructure market is soft (as we’ve seen from nearly every OEM’s earnings), sales into the hyperscaler market were strong, showing 59% growth.  The good news, long term, is that Micron sees a healthy 2021, driven by increased purchasing in 5G and automotive. The company is also seeing “extraordinary growth” in QLC NAND.  The bad news is that the rest of 2020 will be lackluster.  In this, Micron stands with most of the industry. 
    • Amazon steps up its on-prem Outposts efforts, bringing S3 object storage into the mix, allowing uses to add up to 96TB per Outpost rack.  This isn’t unexpected.  Our big question is this: how strong a player will Amazon Outposts be in countering the increasingly successful on-prem “as-a-service” models that the OEMs are selling. There’s a lot to be said for each approach, and I don’t have any predictions here. We’ll watch the market!      
  • Networking- (Will Townsend) 
    • I expect big infrastructure providers will be heavily focused on SASE or Secure Access Service Edge in the coming months and 2021, given it brings cloud and SaaS agility together with SDWAN and integrated security. I expect continued market m consolidation, and there may be some additional acquisitions by the more prominent infrastructure players to shore up functionality.
    • I participated in a joint HPE and Aruba Networks virtual panel this week on the edge and use cases. Many infrastructure providers are speaking to the edge. Still, I believe HPE is uniquely positioned to capitalize on several significant manufacturing, healthcare, and transportation wins, among other verticals.
  • Server- (Matt Kimball) 
    • VMworld came and went this week, and there was certainly lots of news. The company’s partnership with NVIDIA to deliver AI to the enterprise is huge news. AI software available on NVIDIA NGC hub and integrated into VMware vSphere, VCF, and Tanzu.  This should appeal to the enterprise organizations struggling to deploy the tools that can turn the mass of data generated across the edge into real intelligence and business value.  And the VMware NVIDIA Project Monterey initiative is a complementary partnership that aims to deliver a Smart NIC based hybrid cloud architecture to the enterprise.  I was a little surprised at the depth of the VMware – NVIDIA partnership. Still, I believe this is a testament to how each company can look at industry trends and align respective portfolios for broader adoption.  
    • Another VMWorld announcement that didn’t get nearly as much attention was VMware’s vSphere support for AMD’s SEV-ES VM encryption technology. Through this capability, IT orgs deploying vSphere on EPYC can encrypt VMs to ensure impenetrable virtualized environments, along with mitigating “noisy neighbors.” This enablement is a big deal for AMD as it validates the company’s security capabilities and claims and shows that VMware’s customers recognize EPYC’s value (and are asking for it). 
    • HPE announced an expansion of its secure supply chain. The company has opened a US-based secure manufacturing facility that will produce servers with “Point of Origin, USA” designation. This is a big deal for many large customers that work in federal and state government. Also, customers in regulated industries will find real value. This facility’s output will be ProLiant servers with a “T” designation (for trusted). The first product of the US-based assembly line will be the DL380T. The company plans to expand its offerings to a variety of platforms as the facility reaches cruising altitude. 
    • In other HPE news, the company announced several initiatives to expand its GreenLake business through distribution, channel, and MSP partners, aimed at driving adoption in the SMB market.  My take? This is the right direction for the company, and these moves are very wise.  In a cloud-driven world, channel partners, MSPs, and the like struggle to maintain relevance as more and more mid-sized and small businesses look to the public cloud to deliver services. These moves enable those partners, incentivize them for utilizing HPE technology, and allow these partners to build more vital touchpoints with customers. 

Home Automation/ Smart Home (Mark Vena) 

  • A year after Google launched Stadia, Amazon seems like it’s doing the same thing for cloud gaming: the just-announced Amazon Luna service is entering a streaming games market that’s suddenly quite crowded, alongside Stadia, Microsoft’s Game Pass Ultimate, and Sony’s PlayStation Now.
  • Luna has a controller, like Stadia. It has Alexa on it (which is a non-trivial bonus), like Stadia, which has Google Assistant; Luna has big publishers on tap, like Ubisoft; Luna also has Amazon-owned Twitch as a connected video platform, like Stadia has Google; bottom line: it’s a bold bet for Amazon, considering that the Xbox Series X and PS5 are weeks away and the Nintendo Switch is still a hot seller…and it may be a smart bet too.
  • The $50 updated Chromecast has a new remote with an Assistant button, plus dedicated buttons for high-profile streaming services; “A more helpful TV” is Google’s new tagline for Google TV, which seems to be Android TV: The Next Generation; it updates the recommendation engine and delivers better search results, plus aggregates your streaming subscriptions.
  • Yikes: macOS Big Sur, Apple’s upcoming release of its Mac operating system, will finally let you watch 4K HDR Netflix content, but it turns out it’ll only work on 2018 or later Macs with Apple’s T2 security chip, according to a new Netflix support document.
  • Microsoft’s Outlook service was down worldwide earlier this week, affecting Outlook on the web, Outlook.com, and Outlook on desktop and mobile; the outage started at around 2 a.m. ET and Microsoft have confirmed it was affecting users worldwide. Outlook users were unable to access its email, and Outlook.com was failing to load for around four hours.
  • Amazon appears to be making good on its effort to keep tightening privacy for its Alexa-powered devices, even after the hot-button issue has cooled down this year; the most notable change is a new option to delete your voice recordings immediately after Alexa processes it automatically; a written transcript of these recordings will still be available for 30 days but can be deleted anytime you want.
  • Amazon surprised the tech world this week with its new Luna cloud-gaming service as well as the expected updates to its line of Echo, Fire TV, and Ring products; the event helps Amazon generate buzz as we roll into the holiday shopping season, and for the first time, Prime Day; that means Alexa everywhere and addressing privacy concerns, which were a big storyline in 2019 for both Ring and Alexa; in our current life-at-home existence, with millions of us hunkered down for the long haul, the connected house concepts that Amazon has been developing for years have become more critical than ever.
  • The preorders for Xbox Series X and S dropped Tuesday morning, and with Microsoft letting the world know the exact time it would go on sale, it was inevitable that both consoles would be hard to get; although preorders at major retailers are sold out, some users claim that the Microsoft Store is still taking orders if you can get the landing page to load; just minutes after the retailer links for the Xbox Series X and Series S went live at 11 a.m. EDT, sites — including Target, Walmart and Amazon — were flooded with users as gamers continued to get 503 error messages or found that the sites wouldn’t load at all.
  • A total mess: Sony’s carefully-orchestrated rollout fell apart within hours. Its apology is a lesson for everyone. On Wednesday, Sony revealed the details of its latest generation gaming console, the PlayStation 5.  The company had previously assured gamers it would have “plenty of notice in advance of preorders.”  Except along with the price and availability date, Sony announced that preorders would start the following day (which, I think most rational people believe, is less than “plenty of notice”).

IIoT and IoT (Bill Curtis)

  • At Microsoft Ignite, Sam George presented an update on Azure IoT Services. Highlights:
    • Azure Sphere AT&T partnership provides secure, end-to-end connectivity that works right out of the box. This is precisely the kind of partnership that will remove IoT deployment friction. 
    • Azure RTOS, based on ThreadX, is now freely available on GitHub. We expect this OS to be broadly adopted for IoT microcontrollers. 
    • Edge support for industrial environments enables offline containerized applications on endpoint devices—a great example of “cloud-native” at the edge – a considerable step forward. 
    • Azure Stack Hub enables Azure solutions to run entirely on-prem. It’s now in public preview. 
    • Azure Edge Monitoring now exports Prometheus for Azure Monitor and other management systems. They’re backing the right standard here. 
    • Microsoft announced several new features for Azure Defender, some of which are based on CyberX (acquired in June). 
    • IoT Plug-and-Play, announced last year, promises to reduce device provisioning time from hours to minutes. Modeling devices with digital twins enables cloud-native programming for devices before deployment. Provisioning is then automated when the device is powered up. Microsoft is partnering with Ansys Twin Builder to simplify the process. Microsoft is also working to converge reference architectures for digital twins through the Digital Twin Consortium. A certification program will ensure compliance with Azure IoT.
  • Overall, the roadmap for Azure IoT Services reflects steady, consistent progress.
    • Arm announced the scale-up Neoverse V1 (Zeus) platform with a 50% performance gain over the N1 (Ares). This is now Arm’s fastest single-thread performance and introduces Scalable Vector Extensions (SVE) support. SVE allows developers to scale freely between narrow and wide vector execution, up to 2048 bits. This architecture is an excellent fit for edge processing, including ML. For scale-out computing, Arm also announced the N2 platform with a 40% performance gain over the N1. These performance figures exceed our expectations.
    • Semtech announced its Amazon collaboration, focused on using LoRa for Amazon’s Sidewalk long-range, low power network solution. Device-to-AP range could be up to 500M, suitable for pet tracking and outdoor devices. Details about the specific protocols and software that Amazon is using are still sketchy – stay tuned.
    • Amazon announced a slew of consumer devices. I won’t cover them here because the event was so widely covered. But you have to love the Ring security camera drone.

Machine Learning/ Artificial Intelligence (Karl Freund) 

  • The third annual AI Hardware Summit started this week and will run again Oct 6-7.  In addition to my presentation (email me if you would like a copy), companies large and small sent senior execs and architects to tout its AI accomplishments. 
  • Google touted the now-aging TPU V3, while Qualcomm spoke of its new Cloud AI100, a surprisingly powerful and efficient inference processor for edge computing.
  • Sambanova came a little more out of stealth, sharing details on its processor, which looks very impressive.
  • Groq remained somewhat elusive, their 1 Giga Op accelerator is shipping, but it still has not shared benchmarks.

Personal Computing/ Collaboration (Anshel Sag) 

  • HP also announced the new Spectre x360 14, which looks to be one of the most compelling new laptops with a 3:2 aspect ratio, which should be great for productivity
  • Google announced a slew of new devices, including the new ChromeCast with Google TV, Nest Speaker and Pixel 4a 5G, and Pixel 5.
  • Google is choosing to stick with the Snapdragon 765G for the Pixel phones, not stepping up to the much beefier Snapdragon 865, which questions the flagship status of the device.
  • NVIDIA’s RTX 3090 is an absolute beast of a card and delivers about 10-15% more performance than the 3080 and is targeting high-res (including 8K) gaming and content creators, hoping to get my hands on one soon.
  • Samsung’s 5G Small Cell is launching on Verizon using Qualcomm’s 5G RAN small cell platform.
  • Amazon Luna is Amazon’s new cloud gaming service leveraging AWS and Windows to make porting to it very easy. It already has Ubisoft as the first publishing partner
  • HP has announced that the Reverb G2 will ship in November, and anyone preordering now will have to wait until December due to preorder volumes
  • Google is banning election ads after polls close on Nov 3, which I assume is part of a campaign to prevent any misinformation spreading after the election.

Quantum Computing (Paul Smith-Goodson)

  • Trapped-ions are on a roll.  IonQ just announced the release of its 5th generation quantum computer. It has 32 qubits, up from its previous 22-qubits. The stunning part is that IonQ has calculated it is having a quantum volume of 4 million (not a typo). IonQ still has two more generations in development since last year.  We probably need 80 or so trapped-ion qubits to reach the point that quantum is capable of doing worthwhile calculations beyond classical computers’ capability.
  • Not to be left behind, Honeywell just added another ion to its trap, boosting its quantum volume to 128 shortly after just announcing its QV of 64. I don’t expect IonQ will outrun Honeywell.  Honeywell uses an advanced architecture, QCCD, which a step beyond just a plain linear ion trap used by IonQ. Quantum is exponential, so adding a few more ions will result in significant gains.
  • Just a few observations – Quantum computing is moving fast.  Perhaps faster than we imagined it would.  We are still being held back by noisy qubits and error correction. But we are making a lot of progress in increasing qubit fidelity, which is important.  IonQ is committed to doubling its qubit count every year, and Honeywell’s goal is to increase its quantum volume by a factor of 10 every year, and IBM just released its roadmap to a million-qubit processor.  Photonics is also making good progress and has the potential for significant applications. Instead of a useful quantum computer being a decade away, it might just be here in half that time.
  • IBM announced a $100 Million quantum education and research initiative for historically black colleges and universities (HBCU). This will allow minority students to learn how to use IBM’s Qiskit open-source framework and provide funding for undergraduate and graduate research. Minorities are underrepresented in quantum, which will help increase the number of black students educated in Quantum Information Science and Engineering (QISE), while also strengthening faculty QISE research efforts at HBCUs. Note: This program provides 100X more funding than the White House and NSF Q-12 program for all US middle school and high school students.
  • For the first time, the CIA launched what will be known as CIA Labs. It will perform research and development for technological breakthroughs that can be used for future intelligence use. There are more than 300 U.S. federal labs that CIA Labs will be able to work with and educational and corporate partners. The research will include AI, biotech, quantum, advanced materials, and manufacturing. This will increase our competitive advantage and advance science because the CIA has inspired and created many innovations. It will be interesting to see what the lab makes in the future.
  • Cambridge Quantum Computing (CQC) is a quantum software provider. CQC is the first to offer cloud-based Quantum Random Number Generation (QRNG) Service with integrated verification for the user. This is a joint offering with IBM, and QRNG will be available on the IBM cloud network. Certifiable randomness will be necessary for cybersecurity to encrypt data and communications, perform simulation analysis, and include science, engineering, finance, and gaming. QRNG integrates a Bell test based on the Mermin inequality, offered through IBM Qiskit to validate the true quantum nature of the underlying processes with statistical analysis. A scientific paper detailing CQC’s research titled “Practical randomness amplification with implementations on quantum computers” has been published.

Security (Chris Wilder)

  • N/A

Columns Published (Forbes, UPLOAD VR, and others)        

  1.  What The Haters Got Wrong About Amazon’s Always Home Cam, by Patrick Moorhead
  2.  HP’s New Fall Laptop Lineup Embraces Intel’s New 11th Gen Processors And Evo Program, by Patrick Moorhead
  3. Microsoft Ignite 2020 Lights Up Power Platform With Updates, by Patrick Moorhead
  4. Microsoft Ignites 2020 With New Services And Tools For Business Resiliency, by Patrick Moorhead
  5. Oracle Doubles Down On Customer Experience (CX) Management With New Zoom Integration, by Patrick Moorhead
  6. T-Mobile Adds Microsoft 365 To Small Business Plans, by Patrick Moorhead
  7. Globalfoundries Global Technology Conference 2020 Sets The Stage For Growth, by Patrick Moorhead
  8. Lenovo’s Partnership Prowess On Display With New And Updated Datacenter Solutions And Services, by Patrick Moorhead
  9. Oracle Has Quietly Become An Essential Cloud Applications Company, by Patrick Moorhead
  10. Digging Deeper On HPE’s Latest Security Announcements, by Matt Kimball
  11. Three Reasons Why It’s A Great Time To Be In The Gaming Business, by Mark Vena
  12. Review: The NVIDIA GeForce RTX 3080 Takes PC Gaming To New Heights, by Anshel Sag
  13. Startup NUVIA Rakes In $240M B Round To Extend Server Silicon Play, by Patrick Moorhead
  14. Honeywell’s Tony Uttley And The Quest For Quantum, by Patrick Moorhead
  15. Silicon Labs “Works With” Conference Brings New IoT Platform Capabilities To Developers, by Patrick Moorhead

Blogs Published (MI&S)                                                              

  1. The Impact Of Being PSA Certified In The IoT Security Market, by Patrick Moorhead
  2. Amazon Career Day Starts Today With 33,000 Available Jobs, by Patrick Moorhead
  3. Marvell And TSMC Collaborate More Closely To Bring 5nm To The Datacenter And 5G Infrastructure Markets, by Patrick Moorhead
  4. IBM Scores Major Energy Win With Schlumberger, by Patrick Moorhead
  5. It’s Official- NVIDIA Acquires Arm For $40 Billion To Create What Could Be A Computing Juggernaut, by Patrick Moorhead
  6. Attention CIOs: Stop Reacting And Start Being Proactive With Cybersecurity, by Chris Wilder
  7. IFA 2020 Delivers Several Significant Smart Home Announcements, by Mark Vena
  8. Qualcomm Launches Cloud AI Chip, by Karl Freund
  9. NVIDIA Needed A CPU, But Did It Need To Buy Arm To Get One? By Karl Freund
  10. President Trump’s Q-12 Quantum Education Initiative For Middle And High School Students Is Seriously Underfunded, by Paul Smith-Goodson
  11. Xanadu Brings Photonic Quantum Computing To The Cloud, by Paul Smith-Goodson
  12. An Interview With WHOOP CEO Will Ahmed About Its NFL Players Association Deal, by Zane Pickett
  13. What Do The Server Quarterly Earnings Tell Us? By Matt Kimball

Podcasts: 

The G2 on 5G by Moor Insights & Strategy, with Anshel Sag and Will Townsend

  • Episode 23 Standalone Edition with guest Ericsson’s Peter Linder 
    • G Use Cases 
    • 5G Mid-Band opportunities and technologies 
    • Private Networks and enterprise 5G use cases 
    • The impact of Long Reach mmWave on 5G

DataCentric Podcast by Moor Insights & Strategy, with Matt Kimball and Steve McDowell

  • It’s Cyber-Security Month, and HPE has a Unique New Server Offering – with guest John Grosso
    • Securing the supply chain for enterprise infrastructure is a key element to any comprehensive cyber-security strategy. 
      As cyber-security month kicks off, Hewlett Packard Enterprise announces a new “country of origin” server program that takes things to the next level.
    • John Grosso, who leads the HPE’s Global Operations Engineering organization, talks through cyber-security, the criticality of securing the supply chain, and how HPE is stepping up its secure server program with a new “county of origin” program, where servers are assembled and validated in the United States.

SmartTechCheck Podcast by Moor Insights & Strategy, with Mark Vena

  • SmartTechCheck Podcast (10-1-20) – with guests Shivaun Albright and Guillaume Gerardin 
    • HP execs Shivaun Albright and Guillaume Gerardin discuss the important (and innovative) work that the company is doing in the print security area and the announcement of enhancements to its Bug Bounty Program

The Six Five Podcast by Moor Insights & Strategy and Futurum Research, with Patrick Moorhead and Daniel Newman

  • We Have Ignition
    • Microsoft Ignite – Power Platform and Teams   
    • Amazon Device Announcements
    • Qualcomm “En Banc” Motion
    • NUVIA $240M Round B
    • AMD Ryzen Chromebook SoC
    • Zapata Computing
  • The Impact of Being PSA Certified in the IoT Security Market – with guest Rene Haas, President, Intellectual Property Group (IPG) at Arm
    • Why security is fundamental in the IoT industry and what is driving IoT security today.  
    • How IoT security impacts all parts of the industry — consumers, OEMs, the software ecosystem, and SIPs all feel the impact of security.  
    • Arm’s role in helping clients navigate the tricky IoT security market, including how Arm’s DevSummit is helping solve the challenges that these clients face.  
    • A deeper understanding of what it means to be PSA Certified, how it drives industry collaboration around IoT, and why it’s a unique framework.  
    • Understanding PSA Certified

Press Citations: 

  1. AI, big data, chip design (Karl Freund)/ Enterprise AI: https://www.enterpriseai.news/2020/09/30/ai-big-data-propelling-chip-design/
  2. Apple, iPhone 12 (Anshel Sag)/ CNN: https://www.cnn.com/2020/09/24/tech/apple-iphone-12-predictions/index.html
  3. Cloud gaming, growth (Mark Vena)/ Microsoft, Azure, Arc/ SDX Central: https://www.sdxcentral.com/articles/news/microsoft-azure-adds-more-arc/2020/09/
  4. D-Wave, quantum computer (Paul Smith-Goodson)/ Protocol: https://www.protocol.com/d-wave-advantage-quantum-computer
  5. HP Inc., bug bounty, cybersecurity (Mark Vena)/ Channel Futures: https://www.channelfutures.com/security/hp-bug-bounty-program-now-targets-print-cartridge-vulnerabilities
  6. HP, Inc., bug bounty, cybersecurity (Mark Vena)/ Help Net Security: https://www.helpnetsecurity.com/2020/10/02/hp-expands-bug-bounty-program/
  7. Microsoft, Azure, Arc/ SDX Central: https://www.sdxcentral.com/articles/news/microsoft-azure-adds-more-arc/2020/09/
  8. Graphcore, Global Partner Program (Karl Freund)/ Enterprise AI: https://www.enterpriseai.news/2020/09/23/graphcore-expanding-its-ai-compute-platform-sales-with-its-first-channel-partner-program/
  9. NVIDIA, VMware partnership, AI infrastructure/ Tech Target: https://searchservervirtualization.techtarget.com/news/252489894/VMware-Nvidia-team-up-to-extend-IT-infrastructure-for-AI
  10. NVIDIA, VMware partnership (Karl Freund)/ Enterprise AI: https://www.enterpriseai.news/2020/09/29/vmware-nvidia-partner-to-bring-ai-capabilities-to-more-enterprises/
  11. NVIDIA, Arm acquisition/ Singularity Hub: https://singularityhub.com/2020/09/21/nvidias-arm-acquisition-brings-the-two-key-technologies-of-this-century-under-one-roof/
  12. NVIDIA, Arm acquisition/ Yahoo Finance: https://finance.yahoo.com/news/why-nvidia-corp-nvda-buying-000504158.html
  13. ON Semi, Subaru, LIDAR/ Torque News: https://www.torquenews.com/1084/your-next-new-subaru-eyesight-will-have-high-tech-lidar
  14. On Semi, Subaru/ Phoenix Business Journal: https://www.bizjournals.com/phoenix/news/2020/09/24/on-semiconductor-subarus-camera-based-safety.html
  15. On Semi, Subaru/ Electronics Specifier: https://www.electronicspecifier.com/news/on-semiconductor-sensor-at-heart-of-subaru-adas-platform
  16. Oracle, Fusion Cloud/ CIO: https://www.cio.com/article/3584051/oracle-fine-tunes-fusion-cloud-for-new-world-of-work.html
  17. Smartwatches, wearables (Anshel Sag)/ Mashable: https://mashable.com/article/future-of-smartwatches/

Company: 

  1. Graphcore, Global Partner Program (Karl Freund)/ Inside HPC: https://insidehpc.com/2020/09/graphcore-launches-global-partner-program/
  2. HP Inc., bug bounty program (Mark Vena)/ Globe Newswire: https://www.globenewswire.com/news-release/2020/10/01/2102152/0/en/HP-Expands-Bug-Bounty-Program-to-Validate-Office-Class-Ink-and-Toner-Cartridge-Security.html
  3. On Semi, Subaru/ Business Wire: https://www.businesswire.com/news/home/20200923005264/en/

New Gear or Software We are Using and Testing that is Public Knowledge 

  • Apple iPad Pro, iPhone XS Max, iPhone SE, Watch Series 5 
  • BMW X3 Infotainment and ADAS 
  • Cisco Desk Pro
  • Cocopar 17″ portable display
  • Dell XPS 17
  • Google Pixel 4a
  • Intel/Rivet Networks AX1650
  • Lenovo Flex 5G
  • Microsoft Surface Duo
  • NVIDIA Shield
  • Oura Ring
  • Samsung Galaxy Z Fold2, Note20 Ultra, Buds Live, Watch 3 
  • Samsung Odyssey G9 49″ Gaming Monitor
  • SDXC UHS-II Card 128GB
  • Sony TOUGH-G series 

 Events MI&S Plans on Attending In-Person or Virtually (New) 

  • October 2020 
    • NVIDIA GTC, Oct 5-9 (Anshel Sag, Karl Freund)
    • AI HW Summit, Oct 6-7 (Karl Freund)
    • Arm DevSummit Virtual, Oct 6-8 (Patrick Moorhead, Matt Kimball)
    • 5G Americas – Oct 7-8 (Anshel Sag, Will Townsend)
    • IEEE Quantum Week, Oct 11-16 (Paul Smith-Goodson)
    • Cisco DevNet Create – Oct 13 (Will Townsend)
    • Huawei Global Innovation Summit – Oct 15 (Anshel Sag)
    • Adobe MAX Oct 20-22 (Anshel Sag)
    • Qualcomm 5G Summit, Oct 20-21 (Anshel Sag)
    • Dell Technologies World, Oct 21-22, virtual (Matt Kimball, Rhett Dillingham)
    • CALIX Partner Event (Mark Vena)
  • November 2020 
    • 5G Core Summit panel, Nov 2 (Will Townsend)
    • Quantum Techniques in Machine Learning, Virtual, Nov 11 (Paul Smith-Goodson)
    • 5G AI Telco Summit World panel, Nov 11 (Will Townsend)
    • 5G Techritory, Riga, Nov 11-12 (Will Townsend)
    • Supercomputing ’20, Nov. 16-19 (Karl Freund)
    • Red Hat Analyst Day, virtual, Nov 19 (Rhett Dillingham)
  • December 2020 
    • Marvell’s 2020 Industry Analyst Day, Dec 8 (Patrick Moorhead)
    • Q2B Practical Quantum Computing by QC Ware, December 8-10 (Paul Smith-Goodson)
    • 5G AI Telco Summit NYC, Dec 9 (Will Townsend)
    • 2020 Intel Industry Analyst Summit, Santa Clara, Dec 9-10 (Patrick Moorhead) 
  • January 2020
    • CES Virtual, Jan 11-14 (Patrick Moorhead, Mark Vena, Anshel Sag)
  • February 2020
    • 24th Annual Conference on Quantum Information Processing, Feb 1-3 (Paul Smith-Goodson)

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The Team 

Analysts and Analysts In-Residence

  1. Patrick Moorhead, Founder, President, Principal Analyst; Broad technology coverage and deep insights into Personal Computing, IoT, Semiconductors, Cloud, Automotive 
  2. Bill Curtis, Analyst In-Residence, IIoT, and deep IoT technology 
  3. Rhett Dillingham, Senior Analyst, Cloud Services 
  4. Karl Freund, Senior Analyst, HPC, and Deep Learning 
  5. Matt Kimball, Senior Analyst, Datacenter Servers, CI, and HCI 
  6. Steve McDowell, Senior Analyst, Datacenter Storage, and Storage Technologies 
  7. Anshel Sag, Analyst; VR, PC Gaming, Mobile Platforms 
  8. Paul Smith-Goodson, Senior Analyst; Quantum Computing 
  9. Will Townsend, Senior Analyst; Carrier Equipment and Services, DC Networking 
  10. Chris Wilder, Senior Analyst, Security 
  11. Mark Vena, Senior Analyst, Smart Home, and Home Security 

Operations 

  1. Dan Pickens, Business Director 
  2. Paula Moorhead, Marketing Director, Website, and Social Media 
  3. Walker Pickens, Media Relations, and Writer 
  4. Zane Pickett, Office Manager, AP, AR, travel, writer 
  5. Lee LeClercq Williams, Business Associate