I hope you all are having a great December!
Last week, I attended Marvell industry analyst day (with Will) and a device vendor analyst council. Steve attended ITS Reimagining Transportation Conference.
This week, I attended a processor vendor analyst council. We look forward to starting the New Year at CES in-person. We will have the Six Five On The Road and In The Booth. Let us know if we can help create some content and excitement for you at the show.
Our MI&S team published 37 deliverables:
The press quoted us with 32 citations. Journalists wanted to hear about 3G, Apple, Arm, Atom Computing, AWS, Bare Metal, Cyberweek, Fintech, Google, ON Semiconductor, Honeywell, HPE, MemryX, NVIDIA, On Semiconductor, Pure Storage, Qualcomm, Samsung, Smartphones, and Windows.
A.I./Machine Learning (Paul Smith-Goodson)
- Amazon SageMaker is a fully managed machine learning service that makes it much easier to build, train and deploy machine learning models into a production-ready hosted environment. It makes machine learning almost DIY because it is more accessible, allows models to be created and run at scale, and reduces training time. AWS recently made 6 SageMaker announcements at its November AWS re:Invent 2021 conference. I want to highlight one of the announcements: SageMaker Canvas. It greatly simplifies creating and running ML models by providing a point-and-click interface—which means no coding is required. I will be doing hands-on research using Sagemaker for my ML models. More info at my Forbes.com article here.
AR/VR (Anshel Sag)
- Sony revealed some VR prototype technologies at its Technology Day, including 4K OLED microdisplays, which most people expect will find their way into the PSVR 2 headset. Additionally, Sony talked about how the haptics in the new PS5 controller will also find their way into the upcoming PSVR 2 controllers.
- Nreal’s Light glasses are finally available in the US for $599 and first launched on Verizon and nearly immediately sold out. At the same time, the company quickly re-listed the headset for sale online to fill demand.
Carrier/Wireless (Will Townsend)
- The FAA issued new guidelines regarding potential interference with avionics and 5G RAN infrastructure that operates in the CBAND spectrum. From my perspective, this is a classic example of how federal government agencies do not communicate. Concerns around 5G interference are not new and were voiced by the FAA over a year ago. However, the FCC was eager to reap the record-setting payout that resulted from the auction. AT&T and Verizon are now pausing critical mid-band rollouts to support its 5G deployments.
- Storage- (Steve McDowell)
- Pure Storage launched its new FlashArray//XL, its most performant block storage array yet. This performance monster is Pure’s entry into the high-end enterprise storage. This is Dell EMC PowerMax and NetApp A-Series country that Pure is venturing into, but the company has a great story. It’s a strong play that will only strengthen Pure’s overall position while also opening up its addressable market.
- AWS wrapped up its annual re:Invent show last week, where the cloud company doubled down on its storage offerings. There’s too much to get into in this short space. Still, the announcements included new hardware-accelerated SSDs (“Nitro SSDs”), storage optimized AWS Graviton2-based instances, enhancements to S3, intelligent tiering for EFS, compression, and de-dupe for FSx, EBS snapshot archives, and even OpenZFS support in FSx. AWS already offered the most comprehensive set of storage offerings among any cloud providers; these announcements simply extend that position. Building these capabilities directly into the infrastructure reduces the need for customers to leverage third-party solutions for cloud storage. That’s good for both AWS and its customers.
- Marvell, this past week announced that it would soon ship its 5 Billionth, hard disk controller. That’s an insane number for any product line. SSDs won’t be replacing HDDs, at least for long-term storage, anytime soon. Western Digital and Seagate continue to innovate in the HDD space, keeping those technologies attractive, so Marvell should continue well past its number 5 Billion. The company is also looking forward, as its PCIe 5.0 SSD controller, Bravara, is already finding design wins.
- Networking- (Will Townsend)
- Aruba announced a new access point that aims to deliver the same office experience for users across remote work sites. The EdgeConnect Microbranch provides several campus deployment capabilities such as troubleshooting, zero-touch onboarding, SD-WAN, and SASEaccess. I also like that it can remotely manage services through the cloud-based Aruba Central networking console. I believe that this is a logical addition to the Aruba portfolio, given that hybrid work will last well beyond the pandemic.
- Server- (Matt Kimball)
- AWS re:Invent came and went, and I left the event with three distinct impressions:
- AWS is more than a cloud as it continues to drive an “on-prem” presence for the enterprise, the notion that this company is a full-service IT Solutions provider crystalized in my head. Have the major players such as HPE, Dell, and Lenovo realized this for some time? Sure. But I believe IT consumers are starting to understand this as well. IT consumers that are not just in the large enterprise segment.
- AWS is more than a cloud. It’s a silicon design house. Graviton. Inferentia, Trainium. General-purpose compute and application-specific acceleration. Not only is AWS a silicon design house – it is designing and delivering on a regular cadence. Much like its mainstream silicon competitors. And the adoption of AWS designed silicon is not niche in practice – companies of all sizes are utilizing Graviton for a wide range of applications.
- Arm is here to stay (thanks in large part to AWS). One can downplay the competitiveness of Arm-based servers all day long. And while this ecosystem is overlooked, cloud vendors like AWS and Oracle can’t seem to roll out instances fast enough. And companies like AWS have seen enough promise (and ROI) to deliver generational parts on a short cadence. Arm is in the datacenter with Outposts. It’s just a matter of time before it is in the datacenter through all IT solutions providers looking to deliver the best price-performance in a consumption-based model.
- Edge computing has been defined too many ways to have any real meaning. Kind of like Rorschach – different vendors (and IT consumers) see the edge market differently. And this is OK. Likewise, OEMs, ISVs, GSIs, and others position and message solutions to reach as many potential customers as possible. And what we end up with is a market where traditional deployments models such as RoBo are now considered edge and messaged as such. And some of the more untouched edge opportunities that are new in the digitization/modernization move are being ignored. General “edge” messaging doesn’t work if it’s supported (or followed) by more vertically/industry-specific messaging. Spend some time on the GTM side building the personas and detailing the care for the consumers and decision-makers in the different industries that make up an edge (sub)segment. Align product positioning to these. Develop messaging frameworks that align from product to environment. And equally important – understand where there are gaps in product to industry. I have spent a lot of time talking with organizations in the industrial verticals, and it is clear that the mainstream IT solutions providers messaging is not aligned to the world these people live in.
- Has the quarterly server tracker lost relevance? I think so. I also believe that quarterly reporting on server/compute, and storage does not give a complete picture. Many customers are shifting to consumption-based models such as GreenLake, APEX, and TruScale. I am curious to see if the shift in server shipments to customer under these models is somehow rationalized in reporting – or if it even matters anymore.
FinTech (Melody Brue)
- AWS announced at re:Invent the launch of Goldman Sachs (GS) Financial Cloud for Data with Amazon Web Services, Inc. (AWS), a new suite of cloud-based data and analytics solutions for financial institutions. As advances in data and technology continue to transform the financial services industry, developers within investment firms have had to customize and manage various tools to organize, interpret, and analyze financial data at scale. Existing legacy technologies bog down latency and scale requirements for modern investment practices. As a result, investment firms have struggled to innovate at the speed of Fintechs like Robinhood. Adam Selipsky, CEO of AWS, said in a press release, “With Goldman Sachs Financial Cloud for Data, we are lowering the barrier to entry so more financial services institutions can leverage advanced, near-real-time analytics in the cloud.” The gated preview of the solution will last into early 2022, with GA following via the AWS Marketplace in early 2022. The announcement underscores the financial services tech strategy change moving to open APIs and scalable advanced quantitative analytics across global markets. The services GS Financial Cloud for Data uses are AWS Data Exchange, AWS Marketplace, Amazon FinSpace, Amazon SageMaker, Amazon S3, Amazon Elastic Block Store, Amazon Elastic Compute Cloud.
- Jack Dorsey has resigned as CEO of Twitter to be the full-time CEO of Square — newly renamed Block– the payments and commerce solutions company. Square, founded by Dorsey, started as a card reader and has become an omnichannel solution for sellers. The change in name to Block signals a concentration on Crypto for the company and CEO. Dorsey, who was once on the board of Disney, seems to be building the Disney of Fintech – a company of companies – empowering financial change. The company’s semi-autonomous units now include Square (previously Seller), Tidal, Spiral (previously Square Crypto), Cash App, and TBD. The company has also confirmed that it will develop crypto wallet hardware.
- PayPal offers “buy now, pay later” (BNPL) to Wix merchants. Merchants with Wix websites can access PayPal’s credit services and offer payments options at checkout. Depending on location, Wix Payments already allows merchants to accept all major credit card payments and various other methods such as iDEAL or Giropay. For merchants who build their website on Wix, PayPal is a great alternative to opening a credit card merchant account, allowing them to accept PayPal payments, credit cards, and debit cards. As eCommerce continues to rise, offering payment options for consumers is a must to compete.
IIoT and IoT (Bill Curtis)
- Here is my list of the top 5 most significant IoT announcements from re:invent.
- AWS IoT ExpressLink – IoT module makers (Expressif, Infineon, and u-blox for now) pre-load evaluation kits with ExpressLink-enabled software stacks that securely connect to AWS services without writing any system software. This is an example of the low-code development trend for IoT devices.
- AWS TwinMaker – accelerates the development of digital twins for modeling physical systems. Digital twins are becoming “standard equipment” on IoT clouds, so I’ll be making some comparisons.
- AWS IoT Defender ML Detect – Now generally available, this service learns device behavior and detects abnormal patterns.
- Private 5G – This 5G in a box” offering enables enterprises to order, install, and configure private 5G networks in just a few days with a few clicks on the AWS console. Is Prime two-day delivery next? This service is a good fit for industrial facilities such as factories or oil platforms.
- AWS Systems Manager – Now integrated into Greengrass, this service manages system software on edge devices. Device makers have to build the AES Systems Manager Agent into IoT products, so success depends on making this process easy, lightweight, and open. It’ll also require an extensive partner ecosystem. I’ll be digging into this.
- Edge Impulse, a 2-year-old startup, just closed a $34M B round to accelerate the productization of a cloud-based machine learning development platform for tinyML (tinyml.org). The product simplifies building machine learning solutions for embedded devices. Developers build and debug AI models in the cloud, then deploy appropriately scaled versions of those models on surprisingly small devices – including microcontrollers. Example – speech recognition on an M4-based Arduino Nano 33 BLE Sense. The company is technically solid from top to bottom and has the right tech at the right time.
Personal Computing/ Collaboration (Anshel Sag)
- Epic Games has partnered with the new Matrix movie to create a completely digital experience on the Xbox Series X and PlayStation 5 to promote the new movie with a hyper-realistic video to promote the movie using Unreal Engine 5
- The popular game Among Us, which became incredibly popular during the pandemic, is now coming to VR, announced at The Game Awards
- The FAA has issued multiple directives for airlines to potentially prevent any airline crashes around airports where operators are deploying 5G; this is the near nuclear option that the agency had decided to choose after not saying anything about the CBAND rollout until a month before it rolled out, making this whole row seem far more about money and politics than about safety
- Meta’s Horizon Worlds has finally come out of Beta. While this doesn’t mean much in terms of functionality, it does mean that it is now open to any users that want to use it and that Meta believes it has long-term applications, including in the Metaverse.
- Verizon claims that it has a 2-year lead on the competition with 5G edge compute, which I believe is premature when you consider that the company is also two years behind T-Mobile in 5G mid-band coverage.
Quantum Computing (Paul Smith-Goodson)
- The merger between Honeywell Quantum Solutions (HQS) and Cambridge Quantum Computing (CQ) was finalized with the name Quantinuum for the combined companies. CQ will continue to offer its branded products under its name for several reasons: 1.) it has a hundred thousand or so customers already using its service, 2.) CQ is an IBM hub, and it will remain an IBM hub with an agnostic product offering.
- There is a very important quantum research project underway that has pretty much gone unnoticed. It could be significant to national defense and have many commercial applications.
- The project name is High-Bias2, and ColdQuanta is running the project. It represents a quantum alternative to our traditional GPS system. Why is that important? GPS is very important to national defense. GPS is dependent on satellites, and most everyone knows that satellites are very vulnerable to all types of disabling attacks.
- Quantinuum launched its first product almost immediately after its launch from the Cambridge Quantum side of the business. It is the world’s first commercially available cryptographic key generation platform based on verifiable quantum randomness and the first commercial application of quantum computers. The key provides immediate protection to enterprises and governments from current security issues arising from the use of weaker random number generators (RNGs). It also protects against ‘hack now, decrypt later’ attacks, which are already happening and will have future implications. It’s also important that it will not need upgrades.
Security (Will Townsend)
- Phishing is nothing new, but bad actors are becoming more sophisticated, focusing on SMS messaging. Operators such as T-Mobile have attempted to curtail the problem with solutions such as ScamShield, but it is still pervasive. Operators must do more to protect subscribers, and if it does not, I expect victims will seek financial restitution similar to data breaches.
Columns Published (Forbes, eWEEK, UPLOAD VR, and others)
- As Meta’s Datacenter’s Needs Change, The Company Will Diversify Its Approach To Silicon, By Patrick Moorhead
- Pure Storage Elevates FlashArray To Storage’s Top Tier, by Steve McDowell
- The $10 Billion James Web Space Telescope Is Our New Time Machine, by Paul Smith-Goodson
- MediaTek’s Flagship Dimensity 9000 SoC Isn’t The Company’s Only Interesting New Chip, by Anshel Sag
- My Industry Analyst Takeaway From AWS Re:Invent – AWS Is More Than A Cloud, by Matt Kimball
Blogs Published (MI&S)
- Amazon Continues Renewable Energy Push With New Solar And Wind Projects, by Patrick Moorhead
- Splunk And Oracle Show How Data Analytics Is Transforming Formula 1, by Patrick Moorhead
- AWS Unveils The Latest On Its Custom Silicon-Based Graviton3, Inferentia, Trainium Trn1, And Nitro SSD Instances At Re:Invent 2021, by Patrick Moorhead
- The Past And Present Are Telling Of The Future, So What’s Next For Planet? By Patrick Moorhead
- Planet CEO Will Marshall And dMY Technology CEO Niccolo de Masi Discuss Planet’s Investor And Customer Value Proposition, by Patrick Moorhead
- SAP Adds No-Code/low-Code To Its Business Technologies Platform At TechEd 2021, by Patrick Moorhead
- A Chat With Qualcomm’s Licensing Business Leader, John Han, by Patrick Moorhead
- Lattice Semiconductor Acquires Mirametrix In An All-Cash Transaction, by Patrick Moorhead
- Qualcomm Showcases Diversification, Growth And Resilience At Investor Day 2021, by Patrick Moorhead
- Planet Is The Most Differentiated Space Play We Have Researched In Years, Delivering Daily Whole Earth Data Subscriptions, by Patrick Moorhead
- NVIDIA Improves Its Intelligent Vehicle Stack At NVIDIA GTC, by Patrick Moorhead
- Amazon Web Services Gets Serious About Networking At Re:Invent 2021, by Will Townsend
- Amazon SageMaker – The Easiest Way To Build Artificial Intelligence Models Became Even Easier, by Paul Smith-Goodson
- IBM Rolls Out A Game-Changing 127-Qubit Quantum Computer That Redefines Scale, Quality, And Speed, by Paul Smith-Goodson
- Quantinuum: A New Quantum Computing Company Is Formed From Merger Of Honeywell Quantum Solutions And Cambridge Quantum, by Paul Smith-Goodson
- Qualcomm Expands AR Ambitions With Snapdragon Spaces XR Developer Platform, by Anshel Sag
- Atom Computing: A Quantum Computing Startup That Believes It Can Ultimately Win The Qubit Race, by Paul Smith-Goodson
- Zscaler Digital Experience Raises The Bar For Application Monitoring And More, by Will Townsend
- Database-As-A-Service – Are You In The Cloud? By Matt Kimball
- AMD Doubles Down On HPC With Milan-X And MI200, by Matt Kimball
- Therabody Introduces RecoveryAir Compression Therapy To Their Growing Tech Wellness, by Zane Pickett
The G2 on 5G by Moor Insights & Strategy, with Anshel Sag and Will Townsend
- The G2 on 5G Podcast – Episode 79 – December 17th, 2021
- FCC considers satellite deregulation for LEO deployments – what’s the impact for service providers?
- Verizon adds Google Cloud to 5G MEC lineup, bringing compute and storage to the edge
- Ericsson, Telstra, and Qualcomm team up to set a new 5G uplink record of 986 Mbps using NR-DC, using Ericsson’s four-component contiguous aggregation of four 100 MHz mmWave channels and one 100 MHz channel of 3.6 GHz mid-band, X65 Modem
- Ciena takes share from Huawei in Europe & India for optical transport solutions- what’s the market impact for 5G backhaul?
- T-Mobile speeds 5G site upgrades
- Ookla’s acquisition of RootMetrics, what does it mean for 5G test data?
- 0:25:21 7. Anti-5G Devices are a thing again/still, some were found to be radioactive in the Netherlands
- The G2 on 5G Podcast Episode 78 December 10, 2021
- T-Mobile surpasses its initial 5G FWA goal – can it lead to other subscriber revenue pools?
- FAA sets flight restrictions in poor weather conditions around 5G C-Band deployment areas – is this the near-nuclear option the FAA had to deploy?
- Verizon’s CEO makes bold 5G leadership claims – fact or fiction?
- AT&T begins 5G rollout in Mexico, TIM Brazil begins in Brazil, Germany has 53% 5G coverage already
- NTT enterprise survey indicates big private 5G deployment plans – does its partnership with Celona color its vision?
- Verizon exceeds 5G rollout expectations in 2021, will focus on C-Band in 2022 expects to cover 100M by Q1 of 2022 and 250M by end of 2024
- The G2 on 5G Podcast – Episode 77 – December 4, 2021
- AWS announces its Private 5G as a Service at re:Invent 2021 – is it a game-changer?
- Qualcomm Snapdragon Tech Summit – Snapdragon 8 Gen 1, 8cx Gen 3, and Snapdragon G3x Chip and Handheld Developer Platform with Razer
- Japan readies Open RAN trials for 5G deployment in 2022 – are they late to the party?
- Implications of Verizon and AT&T agreement to limit C-Band power for 6 months
- China Mobile mulls Open RAN – does it threaten Huawei’s 5G last stand presence in the region?
- FTC Sues to Block NVIDIA & Arm merger
- The G2 on 5G Podcast – Episode 76 – November 22, 2021
- Ericsson announces its intention to acquire Vonage – what does it mean for their push into enterprise?
- MediaTek Launches Dimensity 9000 5G Flagship SoC, New Pentonic SoC & Commits to mmWave for mid-range by 2022.
- CTIA speaks to the power of 5G FWA in Accenture study – is it a foregone conclusion?
- Canada establishes mid-band 5G exclusion zones around 26 airports
- Softbank and Honda deploy 5G SA and V2X to reduce collisions in a POC – could it be a game-changer?
- Nreal Light AR glasses finally come to the US on Verizon with Samsung or OnePlus 5G phones
DataCentric Podcast by Moor Insights & Strategy, with Matt Kimball and Steve McDowell
The Six-Five Podcast by Moor Insights & Strategy and Futurum Research, with Patrick Moorhead and Daniel Newman
- Talking with Cloudera President Mick Hollison on the Hybrid Cloud – Six Five Insider
- Cloudera 101
- Cloudera has many of the Fortune 1000 companies as customers, why is Cloudera important to your customers?
- Cloudera’s Business Progress
- How is Cloudera business doing at a high-level?
- Pros/Cons of Different Data/Cloud Strategies
- Variety of data/cloud strategies: on prem, hybrid, public-only — positives/negatives of each
- Cloudera Differentiation
- How does Cloudera differ from competing solutions — either point solutions or public cloud offerings?
- What is “Hybrid Data Cloud”?
- Cloudera’s strategy is delivering Hybrid Data Cloud – what does that mean? How is it different from ‘hybrid cloud’?
- Cloud Migration Obstacles
- Ep105: Oracle & Marvell Earnings, Intel & MobilEye, Planet Goes Public, C3 Wins Big, FTC Sues NVIDIA
- Oracle $ORCL Earnings
- Intel Spinning Mobileye
- Planet Goes Public as $PL
- C3_AI Wins 500 Million DoD Contract
- FTC Suing NVIDIA Over Arm Deal
- Marvell Earnings
- We are LIVE! talking with AWS’s Dave Brown on re:Invent updates to Graviton, Inferentia & Trainium – Six Five Insiders
- Ep104: We are LIVE! talking AWS re:Invent, Qualcomm Snapdragon Summit, Quantinuum, HPE $HPE & Salesforce $CRM Earnings
- Qualcomm Snapdragon Summit
- AWS re:Invent AI
- AWS re:Invent Compute
- Quantinuum Company Announcement
- HPE $HPE Earnings
- Salesforce $CRM Earnings
- Ep103: We are LIVE! talking IBM, SAP, Qualcomm, Lattice, NVIDIA, and Cisco
- IBM Quantum Summit
- SAP TechEd
- Qualcomm Investor Day $QCOM
- Lattice Acquires Mirametrix
- NVIDIA earnings $NVDA
- Cisco Earnings $CSCO
Moor Insights & Strategy Podcast
- Talking Planet Labs with Co-Founder & CEO Will Marshall and dMY Technology CEO, Niccolo de Masi
- Planet’s value proposition
- Planet is a data company
- Use cases wins, and momentum
- The market opportunity
- What is the market you’re selling into? What type of projections and verticals are you targeting?
- Growth opportunities
- 3G / Wired.com https://www.wired.com/story/3g-service-sunset-what-it-means/ (Will Townsend)
- Apple / HoustonChronicle https://www.houstonchronicle.com/business/article/Personal-Tech-Soon-you-ll-be-able-to-fix-your-16647486.php (Anshel Sag)
- ARM, NVIDIA / ChannelFutures https://www.channelfutures.com/regulation-compliance/ftc-lawsuit-fuels-doubt-that-nvidia-arm-merger-will-win-regulatory-approval
- Arm, NVIDIA / CRN https://www.crn.com/news/components-peripherals/analysts-ftc-makes-nvidia-arm-deal-unlikely-arm-s-future-uncertain
- Atom Computing / Inside Quantum Technology https://www.insidequantumtechnology.com/news-archive/atom-computing-a-quantum-computing-startup-that-believes-it-can-ultimately-win-the-qubit-race/ (Paul Smith-Goodson)
- AWS / TechCrunch https://techcrunch.com/2021/11/23/with-his-first-reinvent-looming-what-will-awss-new-boss-bring-to-the-table/
- AWS / Fiercetelecom https://www.fiercetelecom.com/cloud/aws-drills-down-automotive-industrial-financial-sectors-new-services
- AWS / Fiercetelecom https://www.fiercetelecom.com/cloud/machine-learning-heart-aws-specialized-services-push
- Bare Metal, Virtual Machines, Containers / SDXCentral https://www.sdxcentral.com/podcast/7-layers/the-one-about-bare-metal-virtual-machines-and-containers/2021/11/ (Matt Kimball)
- Cyberweek / Seattletimes https://www.seattletimes.com/business/technology/the-tech-gifts-that-are-hard-to-buy-this-holiday-season/
- Fintech / TechStory https://techstory.in/buy-now-pay-later-is-booming-but-companies-are-facing-pressure-to-change/ (Melody Brue)
- Google / Androidcentral https://www.androidcentral.com/google-foldable-phone-samsung (Anshel Sag)
- MemryX, AI / Businesswire https://www.businesswire.com/news/home/20211208005378/en/AI-Chip-Innovator-MemryX-Hires-Veteran-Semiconductor-Leader-Keith-Kressin-as-CEO
- MemryX, AI / Yahoo https://www.yahoo.com/now/ai-chip-innovator-memryx-hires-124700659.html
- On Semiconductor, Bluetooth / Electropages https://www.electropages.com/2021/12/secure-bluetooth-low-energy-mcu-sets-record-power-efficiency
- ON Semiconductor, Bluetooth / Eejournal https://www.eejournal.com/industry_news/secure-bluetooth-low-energy-microcontroller-from-onsemi-sets-industry-record-for-power-efficiency/
- ON Semiconductor, Bluetooth / EEnewswireless https://www.eenewswireless.com/news/bluetooth-microcontroller-sets-record-power-efficiency
- ON Semiconductor, Bluetooth / Smartcitieselectronics https://smartcitieselectronics.com/bluetooth-low-energy-microcontroller-sets-record-for-power-efficiency/
- ON Semiconductor, Bluetooth / Funtitech https://fuentitech.com/on-semiconductors-secure-bluetooth-low-energy-microcontroller-sets-industry-record-for-power-efficiency/383032/
- ON Semiconductor, Bluetooth / Marketscreener https://www.marketscreener.com/quote/stock/ON-SEMICONDUCTOR-CORPORAT-10340/news/Expanding-the-onsemi-portfolio-of-Bluetooth-LE-enabled-solutions-the-RSL15-offers-enhanced-security-37167025/
- Honeywell, Cambridge Quantum / Techtarget https://searchdatacenter.techtarget.com/news/252510219/Honeywell-Cambridge-Quantum-form-new-quantum-computing-firm (Paul Smith-Goodson)
- HPE / FierceTelecom https://www.fiercetelecom.com/cloud/hpes-ceo-calls-greenlake-home-run (Will Townsend)
- NVIDIA, Arm / Channelfutures https://www.channelfutures.com/regulation-compliance/ftc-lawsuit-fuels-doubt-that-nvidia-arm-merger-will-win-regulatory-approval
- Pure Storage, FlashArray / SiliconAngle https://siliconangle.com/2021/12/08/pure-storage-targets-top-tier-storage-flasharray-xl/ (Steve McDowell)
- Qualcomm, MediaTek / AndroidPolice https://www.androidpolice.com/2022-smartphone-chipset-showdown/ (Anshel Sag)
- Qualcomm / RT https://www.rt.com/news/542376-qualcomm-always-on-camera/ (Anshel Sag)
- Qualcomm / Androidpolice https://www.androidpolice.com/qualcomm-has-a-solution-for-stingray-devices-hijacking-your-cell-connection-and-apps-will-be-able-to-use-it-too/ (Anshel Sag)
- Samsung / Austin American Statesman https://www.statesman.com/story/business/2021/11/23/samsung-chip-plant-taylor-texas-17-billion-development/8738312002/
- Samsung, Facebook / AndroidPolice https://www.androidcentral.com/quest-2-and-flip-3-sales-success (Anshel Sag)
- Smartphones / WashingtonPost https://www.washingtonpost.com/technology/2021/12/06/qualcomm-always-on-camera/ (Anshel Sag)
- Windows / Bollyinside https://www.bollyinside.com/articles/how-to-enable-windows-hello-feature-on-windows-10-pc/
New Gear or Software We are Using and Testing that is Public Knowledge
- AMD RX 6600XT
- Apple iPhone 13 mini, MacBook Pro 14”, MacBook Pro 16”
- Dell UltraSharp Webcam 4K, XPS 17
- Halo 20th Anniversary Xbox Controller
- HP Reverb G2 Omnicept
- Intel Alder Lake desktop
- Microsoft Surface Duo 2, Surface Laptop Studio
- Samsung Galaxy buds 2, Galaxy Watch 4, Galaxy Z Fold3 5G, and the Galaxy Z Flip3 5G, Galaxy Watch4 Classic 46mm
- TCL 20 Pro 5G
- Xilinx Kria KV260 Vision AI Kit
Events MI&S Plans on Attending In-Person or Virtually (New)
- CES 2022, Jan 3-7, Las Vegas (Anshel Sag, Patrick Moorhead 3-7)
- Quantum Computing Briefing, San Francisco, January 20 (Paul Smith-Goodson, Patrick Moorhead)
- Mobile World Congress Barcelona, February 28 – March 3 (Will Townsend, Patrick Moorhead)
- Sign up here to get specific AI/ML, Datacenter, Cloud Services, Client Computing, IIoT, Semiconductor content.
Analysts, Analysts In-Residence, Contributors
- Patrick Moorhead, Founder, CEO, Chief Analyst; Broad technology coverage plus deep insights into Cloud & SaaS, Personal Computing, Semiconductors, Automotive
- Bill Curtis, Analyst In-Residence, IIoT, and Deep IoT Technology
- Matt Kimball, Principal Analyst, Datacenter Servers, CI, and HCI
- Melody Brue, Principal Analyst, Financial Tech
- Steve McDowell, Principal Analyst, Datacenter Storage, and Storage Technologies
- Anshel Sag, Principal Analyst; V.R., P.C. Gaming, Mobile Platforms
- Paul Smith-Goodson, Principal Analyst; Machine Learning, A.I. and Quantum Computing
- Will Townsend, Principal Analyst; Security, Carrier Services, Networking
- Chris Wilder, Contributor, Security
- Dan Pickens, Business Director
- Paula Moorhead, Marketing Director, Website, and Social Media
- Walker Pickens, Media Relations, and Writer
- Zane Pickett, Office Manager, AP., AR, travel, writer
- Lee LeClercq Williams, Business Associate
- Jacob Freyman, Writer, and Researcher