Moor Insights & Strategy Analyst Two Week Update October 23, 2020

I hope you all had a great couple of weeks!

Last week, I attended Qualcomm 5G Summit (with Anshel) and Dell Technologies World (Matt, Rhett, and Will).  Anshel also attended Adobe MAX.

Two weeks ago, I attended the iPhone 12 event, the Capgemini analyst event, and HPE SAM.  Paul attended IEEE Quantum Week, Will attended Cisco DevNet Create, and Anshel attended Huawei Global Innovation Summit.  

Our MI&S team published 51 deliverables last week: 

The press quoted us with 24 citations. Journalists wanted to hear about AMD, Apple iPhone 12, HPC, IBM, Intel, NetApp, Nokia, and Qualcomm.

Quick Insights:

AR/VR (Anshel Sag)

  • N/A

 Carrier/Wireless (Will Townsend) 

  • Nokia published a report claiming that private 5G networking and the enablement of key sectors could contribute $8T to global GDP by 2030. It’s a bold prediction, but 5G will be transformative with quantum level improvements in latency and throughput coupled with a business having broader access to licensed spectrum.

Cloud Services/Enterprise apps (Rhett Dillingham) 

  • Dell Technologies may be following HPE’s lead again with its newly everything-as-a-service orientation. Still, it has taken a more direct path to deliver the functionality through its cloud platform plus cloud console approach that should have it caught up quickly with an offering differentiated by its unique integration collaboration with VMware. The orientation towards providing private infrastructure-as-a-service via a cloud platform is an offer structure every large scale enterprise infrastructure vendor will eventually be providing, so Dell Technologies is making an appropriate, clear long-term bet.
  • The Dell Technologies Cloud Console will be a very challenging cloud platform positioning play versus competition that has been in the market for years. There is a window of opportunity in that market, though, amidst its highly varied customer needs and the fragmented mix of competitors’ approaches. HPE is still refining its offerings after struggling previously to drive the adoption of a similar offer. The public cloud providers are still in the early days of building momentum for its hybrid infrastructure platforms via AWS Outposts, Microsoft Azure Arc, and Google Anthos. This leaves a hybrid cloud management opportunity for Dell Technologies in combination with VMware’s cloud toolset strengths. The challenge for Dell Technologies is that the decision owners and its key influencers are often not the buyer personas Dell Technologies is usually addressing infrastructure sales.  It will need to work its way more than ever to those enterprise roles leading application development and operations in the organization with VMware.

Datacenter: 

  • Storage- (Steve McDowell) 
    • This week’s big storage news is that Intel is exiting the storage business — at least most of it.  Intel is selling off its NAND business, including NAND SSDs, to SK Hynix is a deal worth $10B.  Intel is not surprisingly hanging on to its Optane business.  Optane holds a different position in the non-volatile storage business, blending the lines between SSDs and memory. Optane’s been slow out of the gate for several reasons, but its long-term potential as a key component in system design remains strong.  
    • NetApp released a slew of mainstream product announces ahead of its upcoming Insight conference.  The most interesting is the all-QLC/all-flash array introduced into its FAS line.  This puts NetApp close on the heels of Pure Storage, who’s been delivering QLC into the mid-tier market for a few quarters now.  The two companies together (Pure and NetApp) treat QLC as a distinct storage tier. Other storage companies are using QLC more tactically to balance out mainstream storage arrays’ price/performance. It’s not yet clear what the market wants from QLC, but its nice to see such quick enterprise adoption.  The economics are nearline storage continue to be disrupted. 
    • There wasn’t much storage news at Dell Technologies World, but the delivered news is exciting. Dell’s Project Apex shows Dell aggressively stepping up into the “as a service” business.  Among the first offerings will be a new storage-as-a-service platform, launching in early 2021.  At this point, every major storage vendor has an on-prem as-a-service offering, while Amazon is pushing cloud storage to on-prem with its recent announcements of S3 support for OutPost.  The next 18 months are going to prove hyper-competitive for on-prem/on-demand storage. It’s going to be a fun battle to watch.
    • Good news on the economic recovery front: Seagate’s CEO Dave Mosley said on its earnings call this past week that he believes they’ve hit bottom on COVID-related disruptions and expect a “gradual recovery” from this point forward.  The toppling number was down, but the company showed strong performance in the hyper-scale market, particularly strong performance in video & imaging markets (a vertical booming in this everything-is-remote time we’re living in). I’ve been impressed by Seagate’s focus over the past several quarters. It’s a company showing good       
  • Networking- (Will Townsend) 
    • Cisco held its DevNet Create virtual session this week. I asked executives if it could confirm whether higher degrees of network automation were deployed within its enterprise segment due to Covid-19, and it all proved yes. Not surprising given the need to support remote work and high quality of service. I believe a pandemic silver lining is that automation should see higher uptake to match that on the service provider side, where it is a method for managing subscriber churn.
  • Server- (Matt Kimball) 
    • N/A

Home Automation/ Smart Home (Mark Vena) 

  • If you’re already a member of Xbox Game Pass, Microsoft’s attempt to create a Netflix for games, you know how crazy a deal it is; along with Project xCloud, it’s a pillar of Microsoft’s next-generation philosophy for gaming, and one that’s likely to vastly expand throughout the Xbox Series X’s life cycle; the service has over 100 games, with more being added each month
  • Facebook is joining the game streaming world, taking on the likes of Sony, Microsoft, Google, Amazon, and NVIDIA; all of these companies offer ways for people to play visually complex console and PC games over the internet, using technology similar to how Netflix streams movies; while most companies are focused on the top-tier games such as Take-Two’s action game Grand Theft Auto V or Ubisoft’s upcoming Assassin’s Creed Valhalla historical fiction title, Facebook says it’s going to focus on mobile games instead
  • California enacted the country’s toughest privacy law in 2018, but the Golden State isn’t done considering new privacy regulations; voters are now weighing a proposal that supporters say will give you more control over how tech giants use your data; like 2018’s California Consumer Privacy Act, the new ballot proposition could prompt companies to change privacy policies across the board; called the California Privacy Rights Act, the proposition could also revive efforts to pass similar bills in statehouses across the country
  • I’ve gotten to try out an iPhone 12 Pro and MagSafe charger for the last day or so, and it’s already won me over; the charger costs an extra $39, and doesn’t come with a charge adapter, so you also need one of those (any USB-C one will work, but it feels very much like a giant Apple Watch charger for the iPhone — and that should have been my first hint that I’d appreciate the ideaThis doesn’t exactly build confidence in Sony’s privacy policies: Sony has clarified more details surrounding a controversial new PlayStation voice chat recording feature, first mentioned in its recent 8.0 update earlier this week, after some users were led to believe the company would be actively recording and moderating conversations among private groups; in a new blog post published Friday, the Sony now admits the company “should have more clearly explained why this function was being rolled out.”; the blog now confirms Sony will not be actively listening in on voice chats whatsoever when the feature launches with the PS5 next month Google Assistant is now available on newer Samsung smart TVs in the US, the companies announced; the AI helper will be available on Samsung 2020 smart TV models, including the 2020 8K and 4K QLED models, the 2020 Crystal UHD TVs, 2020 Frame and Serif sets, and 2020 Sero and Terrace models; the update will be available in the US first and roll out to more countries soon, according to Google
  • GameStop and Microsoft have entered into a multiyear agreement that gives the video game retailer a cut of every digital purchase made on any Xbox consoles it directly sells going forward.  According to news reports; the new revenue sharing deal is said to give GameStop a percentage of any digital sales made on those Xbox consoles, including digital downloads of full games and DLC, in-game microtransactions, and any subscriptions (which would seem to include things like Xbox Live Gold and Xbox Game Pass)
  • A growing trend that’s adding value to those who use high-end DSLR cameras and work from home: Sony has released a new version of its Imaging Edge Webcam software for Macs, which allows you to directly plug in a recent Sony camera to use as a high-quality webcam for Zoom or Skype calls on your computer
  • Microsoft is revealing a “selection” of new and cross-gen Xbox Series X games that will be available at launch with optimizations for both the Series X and Series S consoles; while the company isn’t revealing what will be optimized in every title, we should expect to see a mixture of improvements including better load times and higher frame rates

IIoT and IoT (Bill Curtis)

  • One piece of IoT news stands out this week. In its October 13 “Hi, Speed” event, Apple announced the HomePod Mini but did not promote its most significant feature – a built-in Thread edge router. Understandably, this didn’t make headlines because it’s not essential to consumers yet. There simply aren’t very many Thread gadgets on the market. But it is a game-changer. Putting a Thread edge router in a mass-market consumer device solves Thread’s “chicken and egg” problem: Device makers are reluctant to make Thread-enabled devices because it needs a Thread router. And, nobody wants to make a Thread router if there’s nothing to route. Apple broke this log jam with a mass-market consumer device that connects any standard Thread-enabled device, Apple or not. This is a considerable increase in Thread’s TAM for device makers. We’re at the inflection point, where now where dozens of specialized, low-power device ecosystems such as Z-Wave and Zigbee can converge on the same kind of IP-based connectivity that we depend on every day with Wi-Fi. Thread and “Project Connected Home over IP” provide the necessary standards and now Apple is removing adoption barriers by making IP connectivity “just work” for consumers. Bravo!

Machine Learning/ Artificial Intelligence (Karl Freund) 

  • IBM’s research is teaming with Synopsys to enable silicon designers to deploy IBM’s AI technology into SOCs. The IBM tech, which I previewed on Forbes a few months ago, has been open-sourced. 
    • NVIDIA had a couple of huge HPC wins this week, IncLuding what will become the fastest AI supercomputer globally at CIneca at TEN exaflops!
  • While I was quite impressed with some of the presentations and disclosures at the AI HW Summit, mostly Qualcomm’s, I was pretty surprised by some of the benchmarking claims and insights. First, Google’s AI wizard David Paterson presented a keynote, wherein among other insights, he shared benchmarks that show how much better the TPUv3 performs when using BFloat vs. the IEEE format required by MLPerf. I hope the wise folks tart allowing BFloat16 soon! Current rules disadvantage innovators like Google. 
  • While Google and NVIDIA and Intel are cautious about following the rules, others may be bending them to the breaking point. SambaNova, the stealthy AI startup, showed performance comparisons vs. NVIDIA, claiming it delivers 16 times the performance of an NVIDIA GPU running a 3-layer BERT benchmark. However, a little digging and a tip from “a friend” revealed that this comparison probably was against the ancient Maxwell GPU, based on results published last January by Microsoft. Samba nova insists it was against the V100 run with a smaller batch size, which may very well be the case. But the chance of getting the exact results Microsoft produced on Maxwell is little. BEWARE the BENCHMARKS! This is why mlperf conducts extensive peer reviews to ensure nobody is turning the knobs to 11.  

Personal Computing/ Collaboration (Anshel Sag) 

  • The Oculus Quest 2 finally shipped to consumers, and reception of the hardware has been overwhelmingly good
  • Some Quest 2 users were banned from using its new headsets. Facebook said that its Facebook accounts were not ‘in good standing,’ which is problematic because Facebook recently implemented the requirement to use a Facebook account with an Oculus headset.
  • The OnePlus 8T came out to a mostly positive reception with an updated camera array design, display, and specs but overall isn’t very different from the OnePlus 8 Pro from earlier this year.
  • The new iPhone 12 finally brought 5G to the iOS ecosystem and surprised many with the support of mmWave across all four models of the iPhone for the US model, including the new iPhone 12 Mini
  • The Microsoft Surface Duo got a huge update that fixed many of the device’s bugs that most reviewers complained about, making the device feel much more polished
  • Microsoft also launched a new Surface Laptop Go, which is the company’s lightest Notebook to date
  • Many developers have seen a considerable boost in content revenue after the Quest 2 launch, more significant than the original Quest launch and in some cases as much as 5x bigger
  • China Mobile says it has 114 million 5G Subscribers in Q2, adding 40m to the 74 million it had in Q2
  • The Huawei Mate40 is finally out. It comes with the last HiSilicon Chip that Huawei is expected to make, using TSMC’s 5nm process node and ARM’s A77 CPU cores. While it may be a great camera phone, it still lacks Google services.
  • Qualcomm and Verizon announced that it had hit a peak of 5 Gbps on Verizon’s network in a lab
  • Qualcomm announced a new 5G vRAN platform for operators with support from many of the world’s biggest operators

Quantum Computing (Paul Smith-Goodson)

  • BEIT researchers recently published groundbreaking test results based on running Grover’s algorithm on Honeywell’s model H0 trapped-ion quantum computer. In general, cornerstone algorithms like Grover’s are too complicated for today’s quantum machines. BEIT used an approach to find a specific pattern hidden among others in a black box unstructured process. It was not possible before this approach to find the answer in search spaces larger than eight elements. HON’s Model H0 defines a 64 element search space. BEIT designed the experiment to use mid-circuit measurement and reset a unique Honeywell feature. It was also proven that it could scale up with more qubits. 
  • The concept of Quantum Volume has come under attack after IonQ announced a 32 qubit trapped-ion computer with a calculated (not measured) QV of 4 million. IonQ’s CEO Peter Chapman believes that quantum volume numbers could grow so large that researchers might need to rethink the definition of quantum volume to retain its usefulness.  In defense of QV, Daniel Lidar, director of the Center for Quantum Information Science and Technology at USC, points out that QV would grow fast only because of the “2 to the power” part of its definition. IBM did not even define quantum volume with the “2 to the power” part in its first paper on the subject n 2017. He merely suggests defining quantum volume in accordance with the largest number of qubits or gates instead of using “2 to the power” of those numbers. I agree. QV is simple to understand and permits the general public to make an easy comparison between quantum computers.  
  • Another quantum technology will provide cloud access. ColdQuanta announced “Albert,” a quantum matter system that will be available on the cloud. Users can use tunneling and superposition by generating, manipulating, and experimenting with the ultracold matter. ColdQuanta provided a similar system for the Cold Atom Laboratory on the International Space Station. This technology can be used for computing, timekeeping, navigation, radiofrequency sensing, signal processing, and communications. First access will be limited to about 100 users.
  • IBM has partnered with The Coding School to sponsor a quantum course for 5,000 high school students. The course includes online lectures, labs, and problem sets. It is expected to require 5-8 hours per week, including a two-hour live lecture on Sundays, and will be taught by Oxford and MIT researchers. The course will run from Oct to May 2021. 
  • It’s been hard for me to dig out government policies, programs, and research in the past. Traditionally its been scattered throughout various government agency websites. It looks like things will be easier from now on.  The White House Office of Science and Technology Policy (OSTP) has established Quantum.gov as the National Quantum Coordination Office’s official website. It will consolidate wide-ranging activities underway across the Federal Government. The newly published Quantum Frontiers Report lays out critical research questions for the entire U.S. innovation ecosystem and serves as an essential roadmap for researchers. The site will feature resources and news on QIS activities from across the Federal government and serve as a one-stop-shop for vital strategic documents and reports, agency programs, and NQCO initiatives. 
  • This week I have been attending the IEEE International Conference on Quantum Computing and Engineering. Several remarkable and interesting presentations on the latest quantum developments on photonics, superconducting, trapped ions, and silicon have been impressive. There are many areas that I will research more deeply in the coming weeks. However, this evening I will be attending an important presentation by Anne Matsuura, director of Quantum Applications and Architecture at Intel Labs. Based on potential, I believe Intel’s work could significantly impact quantum and one that I will be following with great interest. Intel will highlight its full-stack approach to quantum hardware, software, and algorithm development.

Security (Chris Wilder)

  • N/A

Columns Published (Forbes, UPLOAD VR, and others)        

  1. What Apple MacOS Developers Need To Consider Before Investing In The New Processor Platform, by Patrick Moorhead
  2. No More Batteries, No More Cords: The Perks Of IoT Energy Harvesting, by Patrick Moorhead
  3. HP ZBook Create G7 Notebook PC Review- A Workstation For Prosumer Creators, by Patrick Moorhead
  4. AMD’s Zen 3 Bursts Onto The Scene With New Ryzen 5000 Series, by Patrick Moorhead
  5. Google G Suite To Workspace Transition Signals Directional Shift, by Patrick Moorhead
  6. Apple Claims The iPhone 12’s A14 Bionic’ Challenges Laptops’ But Gives No Details, by Patrick Moorhead
  7. An Interview With Qualcomm’s Alex Rogers, EVP And President Of Its Technologies Licensing Business, On 5G IP, by Patrick Moorhead
  8. Why Can’t NVIDIA Be Bested In MLPerf? By Karl Freund
  9. Investors Hear The Eargo Smart Hearing Aid Opportunity Knocking, by Mark Vena
  10. Juniper Networks And Its Automation Journey, by Will Townsend
  11. Why You Should Buy The iPhone 12 Even If You Don’t Think You Need 5G, by Anshel Sag
  12. Pure Storage Acquires Portworx And Elevates Container Data Management In The Process, by Steve McDowell
  13. The 2020 AI HW Summit: Beware The Benchmarks, by Karl Freund

Blogs Published (MI&S)                                                              

  1. Lenovo Releases Fresh New Fall Lineup Of Innovative Consumer And Business Devices, by Patrick Moorhead
  2. Samsung Galaxy Z Fold2 5G Three Week Review: Nearly Perfect, by Patrick Moorhead
  3. Samsung Galaxy Tab S7+ Review: The Best Android Tablet Yet, by Patrick Moorhead
  4. Microsoft Launches Surface Laptop Go And Improves Windows 10 On ARM User Experience, by Patrick Moorhead
  5. Analyst Learnings From VMworld 2020, by Patrick Moorhead
  6. A Whole New Box For The New’ Normal’, by Patrick Moorhead
  7. Arm’s Inaugural DevSummit Starts With Big Developer Announcements And Updates, by Patrick Moorhead
  8. NVIDIA Wants To Change The Game Yet Again With The ‘DPU’, by Patrick Moorhead
  9. Cisco Snags “World’s Best Workplace” Title Second Year Running, by Patrick Moorhead
  10. What The Haters Got Wrong About Amazon’s Always Home Cam, by Patrick Moorhead
  11. HP’s New Fall Laptop Lineup Embraces Intel’s New 11th Gen Processors And Evo Program, by Patrick Moorhead
  12. Microsoft Ignite 2020 Lights Up Power Platform With Updates, by Patrick Moorhead
  13. Microsoft Ignites 2020 With New Services And Tools For Business Resiliency, by Patrick Moorhead
  14. Oracle Doubles Down On Customer Experience (CX) Management With New Zoom Integration, by Patrick Moorhead
  15. PULSE BRIEF: Amazon Boosts Beleaguered SMBs In Spite Of House Subcommittee Claims, by Patrick Moorhead
  16. T-Mobile Adds Microsoft 365 To Small Business Plans, by Patrick Moorhead
  17. Globalfoundries Global Technology Conference 2020 Sets The Stage For Growth, by Patrick Moorhead
  18. Lenovo’s Partnership Prowess On Display With New And Updated Datacenter Solutions And Services, by Patrick Moorhead
  19. Oracle Has Quietly Become An Essential Cloud Applications Company, by Patrick Moorhead
  20. Open Networking And Edge Summit 2020 Delivers, by Will Townsend
  21. IonQ Releases A New 32-Qubit Trapped-Ion Quantum Computer With Massive Quantum Volume Claims, by Paul Smith-Goodson
  22. Why You Should Buy The 256 GB Oculus Quest 2, by Anshel Sag
  23. NVIDIA GTC: “DPU” Smart NIC And More, by Karl Freund
  24. Four Practical Applications Of Artificial Intelligence And 5G, by Will Townsend
  25. Digging Deeper On HPE’s Latest Security Announcements, by Matt Kimball
  26. Three Reasons Why It’s A Great Time To Be In The Gaming Business, by Mark Vena

Research Papers:

  1. RESEARCH PAPER: Tenstorrent’s Holistic Stack Of AI Innovation, by Karl Freund
  2. RESEARCH PAPER: Now Is The Time For Your Enterprise To Adopt An Open Communications Platform, by Patrick Moorhead
  3. RESEARCH PAPER: The Three Key Elements Of Success In Edge Computing, by Matt Kimball
  4. RESEARCH PAPER: Blaize: AI For The Edge, by Karl Freund

Podcasts: 

The G2 on 5G by Moor Insights & Strategy, with Anshel Sag and Will Townsend
  • Episode 26 – October 23rd, 2020
    • Nokia to deliver 5G on the moon?
    • Verizon, Ericsson & Qualcomm hit 5 Gbps in Lab/ Q3 Base Station deployment more than all of 2019
    • Qualcomm 5G RAN infrastructure announcement  
    • China Mobile 44m New 5G Subscribers in Q3
    • 6G Symposium and possible technology platform enablers
    • T-Mobile 5G Venture Fund
  • Episode 25 October 16th, 2020
    • Nokia predicts $8T in GDP generated by 2030 through 5G private networking; is that realistic?
    • Operators 5G Marketing leading Up to iPhone 12 Event
    • AT&T extends FirstNet to the U.S. Army; what’s the significance?
    • iPhone 12 5G AppleEvent – Carrier Promos Aggressive
    • Qualcomm 5G Summit next week; expectations of key announcements
    • 6G Alliance – Next G Alliance –  AT&T, Bell Canada, Ciena, Ericsson, Facebook, InterDigital, JMA Wireless, Microsoft, Nokia, Qualcomm Technologies Inc., Samsung, TELUS, Telnyx, T-Mobile, UScellular, and Verizon
DataCentric Podcast by Moor Insights & Strategywith Matt Kimball and Steve McDowell
SmartTechCheck Podcast by Moor Insights & Strategywith Mark Vena
The Six Five Podcast by Moor Insights & Strategy and Futurum Research, with Patrick Moorhead and Daniel Newman
The Moor Insights & Strategy INSIDER, with Patrick Moorhead and Zoho’s Chief Evangelist Raju Vegesna

Press Citations: 

  1. AMD, Xilinx acquisition/ Austin American-Statesman: https://www.statesman.com/business/20201009/report-amd-weighing-30b-deal-for-rival-chipmaker-xilinx
  2. AMD, Xilinx acquisition/ Fierce Electronics: https://www.fierceelectronics.com/electronics/how-buying-xilinx-makes-amd-a-tall-dog-chips-especially-fpgas
  3. Apple, iPhone 12 event/ AFP: https://www.afp.com/en/news/3954/5g-iphone-expected-star-apple-event-doc-8rt4vj2
  4. Apple, iPhone 12 event/ Associated Press (Boston Globe): https://www.bostonglobe.com/2020/10/13/business/apple-unveils-new-iphones-faster-5g-wireless-networks/
  5. Apple, iPhone 12 event/ Wall Street Journal: https://www.wsj.com/articles/iphone-12-vs-iphone-11-vs-iphone-xr-vs-iphone-se-comparing-apples-full-lineup-11602626294
  6. Apple, iPhone 12 event/ WIRED: https://www.wired.com/story/apple-iphone-12-price-specs-release-date/
  7. Apple, iPhone 12 event (Mark Vena)/ USA Today: https://www.usatoday.com/story/tech/columnist/2020/10/14/apple-5-g-verizon-tmobile-att-best-option-iphone-12/3646409001/
  8. Apple, iPhone 12 event (Mark Vena)/ Tech News World: https://www.technewsworld.com/story/86882.html
  9. Apple, iPhone 12 event (Mark Vena)/ ET Centric: https://www.etcentric.org/apple-touts-iphone-12-pro-as-an-all-in-one-filmmaking-tool/
  10. HPC, AI / Enterprise AI (Karl) https://www.enterpriseai.news/2020/10/16/feds-to-smaller-ai-vendors-help-us-help-you-on-ai/
  11. IBM, Earnings / Silicon Angle https://siliconangle.com/2020/10/19/ibm-revenues-fall-ceo-promises-imminent-return-growth/
  12. IBM, HPC (Karl Freund)/ Inside HPC: https://insidehpc.com/2020/10/where-have-you-gone-ibm/
  13. Intel, Chipset, Earnings / Reuters https://kfgo.com/2020/10/22/intels-margins-tumble-as-customers-shift-to-cheaper-chips-shares-slide-10/
  14. Intel, Chipset, Earnings /SiliconAngle https://siliconangle.com/2020/10/22/intels-stock-dives-sharply-data-center-weakness/
  15. Intel, Chipset, Earnings /ZDNet https://www.zdnet.com/article/intels-q3-in-line-with-expectations-data-center-sales-down-from-year-ago/
  16. Intel, AI, 5G, Earnings /SDXCentral https://www.sdxcentral.com/articles/news/sk-hynix-gobbles-up-intel-nand/2020/10/
  17. Intel, AI, 5G, Earnings / Silicon Angle https://siliconangle.com/2020/10/19/intel-sells-nand-flash-memory-business-sk-hynix-10b/
  18. Intel, AI, 5G, Earnings / Market Watch https://www.marketwatch.com/story/how-did-intel-lose-its-silicon-valley-crown-2020-10-16
  19. Intel, AI, 5G, Earnings / ITProToday (Matt) https://www.itprotoday.com/threat-management/intels-ice-lake-freezing-out-bad-guys
  20. Intel, AI, 5G, Earnings / Market Watch https://www.marketwatch.com/story/intel-stock-plunges-10-after-earnings-show-bigger-sales-drop-than-expected-11603397818
  21. NVIDIA, AI, / Inside HPC (Karl) https://insidehpc.com/2020/10/nvidia-dominates-mlperf-ai-benchmark-competition-again/
  22. NetApp, Storage, Cloud / Tech Target (Steve https://searchstorage.techtarget.com/news/252490802/NetApp-OnTap-98-revamps-replication-storage-arrays
  23. Nokia, Google Cloud, datacenters (Anshel Sag)/ SDX Central: https://www.sdxcentral.com/articles/news/nokia-moves-data-centers-internal-apps-to-google-cloud/2020/10/

Video: 

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 5
  • HP ZBook 15″
  • IBM Qiskit software
  • Intel/Rivet Networks AX1650
  • Lenovo Flex 5G
  • Microsoft Surface Duo
  • NVIDIA Shield
  • OnePlus 8T
  • 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 
    • Cisco Partner Summit,- Oct 28-29 (Will Townsend, Patrick Moorhead)
    • Lenovo TechWorld, Oct 28-29 (Patrick Moorhead)
    • AMD RX 6000 event, Oct 28 (Patrick Moorhead, Anshel Sag)
    • IBM Panel on AI and Hybrid Cloud, Oct. 29 (Patrick Moorhead) 
    • CALIX Partner Event (Mark Vena)
  • November 2020 
    • 5G Core Summit panel, Nov 2 (Will Townsend)
    • Oracle Cloud CX Event, Nov. 9 (Patrick Moorhead)
    • 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)
    • Apple Mac event, Nov. 17 (Patrick Moorhead)
    • Supercomputing ’20, Nov. 16-19 (Karl Freund)
    • Lenovo IAC, Nov. 16-19 (Patrick Moorhead) 
    • Red Hat Analyst Day, virtual, Nov 19 (Rhett Dillingham)
  • December 2020 
    • Qualcomm Tech Summit, Dec. 1-2 (Patrick Moorhead)
    • 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, Dec 8-9 (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