Moor Insights & Strategy Two-Week Update Ending September 3, 2021

I hope you all had a great couple of weeks!  

Last week, I attended Five9 CX Summit.  Steve attended AWS Storage Day.  Will attended Big 5G Event.  Two weeks ago, Steve and I attended Hot Chips.  I also tuned into AWS EC2’s 15th anniversary and AWS re:Inforce.

This week, Paul and I will be attending Lenovo Tech World and I will be speaking at IBM’s “Power of 10” event. 

Our MI&S team published 30 deliverables: 

The press quoted us with 20 citations. Journalists wanted to hear about AWS, Chips, Dell earnings, Google, HPE, IBM, Intel, Marvell, Microsoft, Mojo, Oracle, Samsung, and Zoom. 

Quick Insights:

 A.I./Machine Learning (Paul Smith-Goodson)

  • Planet is a satellite imaging company that provides daily data about the earth. In July 2021, Planet agreed to merge with dMY Technology Group, Inc. IV (NYSE: DMYQ), a special purpose acquisition company, to become a publicly-traded company. Planet is more of a data company and AI company rather than an imaging company. Imaging by its 200 satellites creates 25 TB of data daily, and it has over 30 petabytes of archived images. 100% of its data is machine learning analyzed. It is available on-demand via cloud or API.
  • Databricks offers an artificial intelligence data analytics platform and recently raised an astounding $1.6 billion based on a $38 billion valuation. Databricks offers a software platform for data analysis and provides it through Amazon AWS, Google, Microsoft, and Alibaba.
  • The $40 billion merger between NVIDIA and Arm doesn’t look promising. The British government feels it will have adverse effects on the market. There have global concerns about the deal, so it is unlikely to happen. 
  • The human brain has been the standard used to explain the relative sizes of AI solutions. The brain has about 100 trillion synapses. A fraction of the brain’s size takes a lot of programming, people, and power to run AI programs. Cerebras recently announced it developed a single small accelerator that can train models with over 120 trillion parameters.

 AR/VR (Anshel Sag)

  • Social Media and Facebook competitor TikTok is talking about purchasing Chinese VR and AR headset manufacturer Pico. This would give Facebook its first real competitor in the space and bifurcate the standalone VR space as it currently mostly sits in Facebook’s hands, and right now, TikTok has far more momentum with the youth than Facebook does.
  • One of the original VR titles for the first HTC Vive and many other headsets, Space Pirate Trainer, has gotten a significant update to add multiplayer and massive arena mode to the Quest and Quest 2. This should improve the multiplayer use of VR and social engagement, which it desperately needs while also being a straightforward and fun game to play.
  • Oculus’ new 128GB base model is now on sale, which I welcome as I had previously advocated staying away from the 64GB base model since it wouldn’t fit many games or content. I believe 128GB is the perfect amount for most users, and the fact that Facebook is offering it without raising the price is even better. The 256GB model isn’t vital for anyone other than hardcore users at this point.

 Carrier/Wireless (Will Townsend)

  • Nokia and Ericsson both announced its intention to stop any development efforts on Open RAN solutions as the U.S. government identified risks tied to the participation of three Chinese companies within the O-RAN Alliance. I believe this is a temporary measure, but it will be interesting to gauge whether the consortium will ask the Chinese companies to withdraw. Open RAN is lauded as an opportunity to domesticate the supply chain for cellular infrastructure, so these developments come as no surprise.
  • AT&T and Cisco recently announced a partnership to bring 5G connectivity to IoT-connected devices, sensors, and cameras. I believe the intelligent connected camera opportunity is significant given the application in manufacturing, retail, and AgTech, among other verticals that will leverage 5G’s ultra-low latency and massive device support improvements over LTE. 

Datacenter: 

  • Storage- (Steve McDowell) 
    • It was a big earnings week for the enterprise storage industry, with Pure Storage, NetApp, and Dell Technologies announcing and showing significant growth in their respective storage businesses.  Pure Storage was the big winner, increasing overall revenues by nearly 13%, but NetApp was fast on its heels at 11% year/year growth.  Dell Technologies, for its part, reported 17% growth in the sweet spot of the storage market that is mid-range but was softer overall.  You can’t judge Dell’s storage business by its top-line, as the company’s broad portfolio covers multiple segments, including the dragging high-end storage business, which is cyclically down.  Dell’s executing where the need to competitively.  Overall, the earnings tell us that enterprise storage has rebounded, and the strong guidance from everyone for the coming quarters indicates it might last for a while.  HPE is the only big storage player yet to report, with its earnings expected on September 2.  
    • Hot Chips 33 has come and gone. The yearly event usually focuses on processors, but this year it found its fair share of presentations from the very hot DPU (which Intel calls an ‘IPU’) segment.  NVIDIA presented on its next-generation Bluefield-3 technology, while Intel delved deeper into its Mount Evans IPU. Both of these are powered by Arm-architecture CPUs, with Intel’s Mount Evans leveraging an in-house part equipped with Arm Neoverse N1 cores coupled with a custom ASIC for fast packet processing.  Arm also presented, showing how its Neoverse N2 is benefiting Marvell’s upcoming Octeon10 DPU. A shift is happening in managing data-center scale I/O, whether storage or networking and these DPUs are a core part of this evolution. 
    • For a while, we’ve been talking about computational storage, where latency is taken out of the system by placing storage-level processing directly on storage media.  It’s an approach that hasn’t yet penetrated the mainstream but is finding success in some niche applications.  Samsung is taking things further, it disclosed at Hot Chips last week, introducing computational memory.  Computational memory places processing capabilities directly on a DIMM so that data wrangling can happen at memory speed. Samsung’s technology seems to be further along than just prototype, as the company disclosed real numbers on real hardware, but it’s also something that’s pretty far from becoming mainstream. More data points on the intelligent I/O trend line. Just as DPUs are offloading the CPU, so too are storage and memory.  Maybe. There’s a lot that has to happen to make intelligent storage and memory real, but we’ll be watching this space.   
  • Networking- (Will Townsend) 
    • The Networking as a Service market could reach a staggering $100B within the next five years. Suffice it to say, I expect Cisco, Extreme, HPE/ Aruba, and Juniper, in particular, will invest significant resources to command a chunk of that opportunity. Automation and orchestration will be critical, and I give the slight edge to Juniper given it has assembled an impressive set of automation tools over the last 12-18 months through organic roadmap development, acquisitions, and a strategic partnership with Anuta Networks. I expect Cisco may seek an acquisition to bolster its automation capabilities.
    • Comcast Business recently announced its intention to acquire SDWAN provider Masergy. Given the shifting business dynamics for pure-play cable providers tied to cord-cutting, I believe it is a smart move. Masergy should provide depth to Comcast’s business service portfolio, with Comcast giving access to an incremental set of enterprise customers.  
  • Server- (Matt Kimball) 
    • Ventana Microsystems came out of stealth mode this week after raising a total of approximately $58M in Series A&B funding. This semiconductor is looking to drive the adoption of RISC-V in the hyperscale datacenter with a chiplet design that enables customizable acceleration engines on the chip.  It is a very interesting concept – one which the company believes will find a lot of interest with cloud providers looking to build specific workload optimizers.      
    • Cloudflare’s selection of AMD’s EPYC (Milan) over Intel’s Xeon (Ice Lake) is a big deal. The company disclosed it chose EPYC due to power concerns in Ice Lake – that to achieve performance parity, the Ice Lake servers had to utilize “several hundred” more watts.  Per-server.  Cloudflare is utilizing 64 core EPYC CPUs in a single socket design. This was being compared to a dual-socket Intel platform (hence the power delta). 
    • One other note on Cloudflare – the company is moving to an OpenBMC deployment to manage infrastructure, not to be locked into any single vendor for upstream functionality such as security. While Cloudflare certainly isn’t representative of the typical enterprise – IT Solutions vendors should take note. Build in the hooks, adhere to open standards – and let the world know you are doing so.    
    • HPE’s $2B GreenLake win at the NSA is significant for a couple of reasons. First, it demonstrates the value of GreenLake in multiple ways – financially and the ease of deployment and provisioning that organizations are looking for. It is not surprising that an organization would choose to go with GreenLake for a workload with a huge talent gap in terms of standing up and supporting. This translates into many indirect cost savings.  Second, it shows the attractiveness of these “as a service” platforms even to customers with the greatest demands around performance and security.  
    • Anybody paying attention to Hotchips should be excited to see real competition in the datacenter space.  Intel’s reveal of Sapphire Rapids was impressive. Not because of speeds and feeds, but because it has built-in the building blocks, engines, and accelerators to address the workload needs of the modern datacenter.  IT organizations are moving past the speed/feed comparison.  Frankly, IT organizations are moving past the architectural biases that have made x86 a lock in the datacenter. The right silicon for the right workload – that’s what matters, and that’s how Sapphire Rapids was presented.    
    • Dell Technologies had a strong quarter, fueled heavily by client. Datacenter saw a growth of 6% in server/networking.  Again, good numbers. I’m more impressed with the continued strong growth the company sees in its HCI offerings, and I believe this is an indicator of where the market is going (see my first comment).  This growth in HCI and “compute solutions” indicates the days of the traditional “rack ‘em and stack ‘em” practice in IT is starting to ebb.  I’m curious to learn more about how Dell’s PowerOne offering has been received in the market as this speaks more and more to automation (and eventual autonomy) of IT operations. 
    • IT solutions companies need to be more targeted in developing, positioning and messaging around edge computing. The “dirty edge” (i.e., OT-driven environments) is far different than the “clean edge,” which tends to resemble more of a ROBO deployment and IT operations and management practice. Further, edge environments are very vertical-specific, leading to form factor, sw ecosystem, and management requirements. The point – there is no one size fits all as it applies to edge computing. And blanket edge messaging falls flat.      

FinTech (Melody Brue)

  • Affirm, and Amazon announced a deal to offer buy now, pay later (BNPL) services for Amazon customers on purchases of $50 or more. This further indicates that the BNPL industry is evolving to service everyday purchases, not just larger-ticket items. It’s also in line with the current trend in BNPL operators seeking to go directly to consumers. Affirm’s stock rose 46% at the announcement of the deal.
  • Robinhood could be facing further woes as the SEC chairman Gary Gensler said in a Barron’s exclusive that a total ban of Pay for Order Flow (PFOF) is “on the table.”  PFOF accounts for a large portion of Robinhood’s revenue. Gensler has discussed other changes to trading that could affect how trades are marked and tracked to allow for more market transparency and efficiency. With so many fintech trading platforms, the number of retail investors trading for the first time has skyrocketed in the past few years. While Robinhood and others aim to democratize trading by offering no fees, some things still happen in the background that keeps the playing ground uneven. PFOF is not only a revenue-driver for trading apps like Robinhood (some, like Public, do not participate in PFOF) it also provides data to market makers and the ability to match buyers to sellers, leading to what Gensler says “may not be the most efficient markets for the 2020s”. 
  • PayPal may be launching a stock-trading platform. The company hired former Ally Invest exec and brokerage industry veteran Rich Hagen to lead Invest at PayPal. PayPal launched crypto trading last year and has been rumored to be exploring individual stock trading options. I see this as a further indicator of PayPal’s race to become a “super app” and think it is likely that a partnership or purchase of a broker-dealer will happen. If not, the company could be looking at several months for FINRA approval to become a brokerage.
  • Q2’21 was the most significant funding quarter on record. Fintech companies raised a record $30.8B in global VC-backed deals, representing a 30% increase from last quarter. The largest portion of the 657 deals represented South American investments. 
  • Katapult, the lease-to-own BNPL provider, launched a direct apply lease feature. This allows customers to apply on the company’s website for a lease amount before shopping rather than applying through one of Katapult’s retail partners. The value proposition is unclear as it appears from the announcement that the approval is then limited to purchases with the company’s existing retail partners and limited to e-commerce. BNPL companies that want to reach beyond their existing retail partners will find a way to offer shoppers solutions that don’t require additional merchant buy-in, such as virtual card credentials for in-store purchases. In-wallet applications like PayPal and Square can do this now, and traditional card-issuing banks, as well as Visa and Mastercard, offer split payments and ways to facilitate alternative lending both online and in-store.

IIoT and IoT (Bill Curtis)

  • N/A

Personal Computing/ Collaboration (Anshel Sag) 

  • The GSA reports that 176 mobile carriers in 72 countries now have 5G networks in 72 countries. This is continued momentum for 5G networks. There are also 13 standalone 5G networks, which I expect to be the big trend this year.
  • India’s Department of Telecommunications might cause further delays to India’s 5G network rollout by possibly pushing the 5G spectrum auction out further into 2022 and pushing for the 5Gi standard. Many operators say this may increase their deployment costs due to needing specialized hardware and software. Unless the Indian government is willing to subsidize the use of this standard, it shouldn’t be able to push operators to eat the cost. Yes, rural coverage is essential, but it is also wildly unprofitable for most operators. To push a new standard like 5Gi on operators without incentivizing it or giving subsidies doesn’t sound like it will help India take advantage of 5G to its full potential.
  • Samsung has announced that it will be investing $200 billion over the next three years in biotech, semiconductors, and 6G, which shows where the company’s priorities lie for the future. These investments are likely to pay dividends in 5-10 years. The company is benefitting greatly from the investments it has made in the past in semiconductors and 5G, as both see colossal growth and massive profits.
  • The Galaxy Z Fold3, Flip3, and Galaxy Watch4 launched this week with lots of positive reviews and increased interest in the Flip3 with a $999 entry price and many pre-order promotions. I believe that the Flip3 is likely to be Samsung’s volume leader for zoomers and millennials. At the same time, professionals will gravitate towards the Fold3, even though I believe Samsung still needs to do more work to integrate the S Pen directly into the phone’s frame. It has already made the considerable improvement of adding S Pen support, but the current cases for the Fold3 aren’t cutting it for me.
  • Microsoft has finally expanded the list of supported CPUs for Windows 11 and improved the Windows Upgrade Advisor to be far less confusing about why your system may or may not be compatible.
  • Snapchat’s camera continues to become more aware and capable, and I believe that Snapchat is still very much one of the most underestimated social media platforms in XR. It’s the ability to recognize objects and brands that only improve the value of Snapchat to advertisers and brands.
  • TSMC raising prices indicates that the company not only lacks competition in the leading node space but that capacity is so constrained globally for leading-edge nodes that TSMC can comfortably raise prices. This price increase comes in addition to leading nodes already being more expensive, which will likely drive up the cost of end products, much of it being passed onto consumers.

Quantum Computing (Paul Smith-Goodson)

  • IonQ announced a new step in its architecture with Reconfigurable Multicore Quantum Architecture (RMQA) technology. It allows four chains of 16 ions each to be configured into quantum computing core. It is done on another recent IonQ development called Evaporated Glass Traps (EGTs). It allows more ion qubits to be chained together without a loss of fidelity. This development and subsequent architectural steps were described in my June 15 Forbes article about IonQ. 
  • Xanadu’s photonic quantum computer uses squeezed states of light instead of superconducting wires or ions. The company has a roadmap leading to a million qubit quantum computer in a few years. Xanadu recently announced it partnered with imec (www.imec-int.com), a research and innovation centering nanoelectronics and digital technologies. It plans to develop the next generation of photonic qubits based on ultra-low loss silicon nitride (SiN) waveguides. Photonics offers many advantages. If fabrication is successful, it will be a significant milestone. I wrote about Xanadu and its technology last year here: https://www.forbes.com/sites/moorinsights/2020/09/09/xanadu-brings-photonic-quantum-computing-to-the-cloud
  • IonQ announced a new step in its architecture with Reconfigurable Multicore Quantum Architecture (RMQA) technology. It allows four chains of 16 ions each to be configured into quantum computing core. It is done on another recent IonQ development called Evaporated Glass Traps (EGTs). It allows more ion qubits to be chained together without a loss of fidelity. This development and subsequent architectural steps were described in my June 15 Forbes article about IonQ. 
  • It seems to be raining new quantum companies. Another one, Quantum Brilliance, just collected $9.7 Million in seed money. There are many funding participants, but it was led by Main Sequence Ventures and a group that previously owned QxBranch when they sold it to Rigetti Computing in 2019. QB is developing a quantum computer-based defects in diamonds. Their goal is to build a small 50 qubit room temp computer. Like most startups that are university spinoffs, this one comes from the Australian National University.

Security (Will Townsend)

  • IBM aims to bolster its zero-trust capabilities with a recently announced partnership with Zscaler, as well as a set of blueprints that address several deployment scenarios that span hybrid work, 5G deployment, and IoT. It is a smart move to partner with Zscaler. This company has a unique approach to zero-trust with a proxy-based architecture that can make applications invisible to threat actors.
  • The White House recently hosted a cybersecurity summit that included Apple, Microsoft, and Google. Considering the SolarWinds breach, Apple committed to improving security within its supply chain with multifactor authentication and training. Google committed $10B over the next five years to bolster its supply chain security and invest in open-source security. Finally, Microsoft, arguably the most prominent security solution provider on the Planet, committed a staggering $20B over a similar five-year period to deliver next-generation cybersecurity tools. These are impressive investments and point to an all-hands-on-deck approach to mitigating and eliminating threats adversely impacting the U.S. economy. 

 Columns Published (Forbes, eWEEK, UPLOAD VR, and others)        

  1. Amazon Kicks Off Hiring Bonanza And Jobs Programming At Career Day 2021, by Patrick Moorhead
  2. David Sacks’ Craft Ventures Goes All In On ‘Callin’ Social Podcasting Platform, by Patrick Moorhead
  3. Samsung Galaxy Z Flip3 Review- An Affordable Foldable For Every Businessperson, by Patrick Moorhead
  4. Aura Now Offering Digital Security Platform To Businesses As An Employee-First Solution, by Patrick Moorhead
  5. IBM Telum- A New Chapter In Vertically Integrated Chip Technology, by Patrick Moorhead
  6. Intel’s Architecture Day Showed The Company’s Breadth, Depth, And Future, by Patrick Moorhead
  7. Qualcomm’s Mobile GPU Innovations Power The Future Of Gaming, by Anshel Sag
  8. T-Mobile’s 5G Network Enables VR Human Cadaver Lab At Fisk University, by Anshel Sag
  9. Intel Plants An Infrastructure Flag With Mount Evans, by Will Townsend
  10. Intel Makes A Strong Statement On The Datacenter Front With Sapphire Rapids, by Matt Kimball

Blogs Published (MI&S)                                                              

  1. Kmart Australia Migrates Its Transaction Systems To AWS, by Patrick. Moorhead
  2. Plus Demos Level 4 Autonomous Trucking Capabilities, by Patrick Moorhead
  3. Dell Ultrasharp 4K Webcam Review- Ahead Of The Game In Webcam Technology, by Patrick Moorhead
  4. Is Synaptics Really An ‘EoT’ Company? By Patrick Moorhead
  5. AMD Fidelity FX Is Good For Gamers And The Industry, by Patrick Moorhead
  6. Samsung Foldable Pre-Order Prices Are Actually Affordable When Compared To Premium Apple iPhones, by Patrick Moorhead
  7. Samsung’s B2B Head Says Every Businessperson Could Derive Value From A Foldable, by Patrick Moorhead
  8. Intel Gives More Detail On Consumer And HPC Graphics At Architecture Day 2021, by Anshel Sag
  9. Oracle Claims Leadership In Cloud Data Warehouse Space Over Snowflake With Its New MySQL Heatwave Service, by Matt Kimball

Research Paper(s):

Podcasts:

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

  • The G2 on 5G Podcast – Episode 65 – September 4, 2021
    • Will’s observations and insights from the live Big 5G Event 2021
    • Midband battles continue, AT&T pushes FCC to limit T-Mobile’s holdings
    • Nokia and Ericsson pump the Open RAN brakes – what does it all mean? 
    • AT&T 3G Sunset still going forward, necessary for making more of its low-band 850 MHz available.
    • Bharti Airtel plans to raise ~$3B through an equity transaction to prepare for upcoming 5G spectrum auctions – what are the longer-term ramifications? 
    • Deutsche Telekom and Vodafone partner with BMW to bring 5G to cars with eSIM
  • The G2 on 5G Podcast – Episode 64 – August 27, 2021
    • AT&T and Cisco announce a partnership supporting #5G IoT – what are the implications and use cases?
    • GSA Report – 176 Mobile Carriers have deployed 5G in 72 countries
    • China’s 5G rollout slows in the first half of 2021 – what’s to blame?  
    • Is India’s DoT Slowing 5G with too much regulation with its 5Gi push? Is LMLC worth possibly increasing the cost of the equipment? Wouldn’t freeing up more low-band spectrum make more sense?
    • The South Korean government plans to incubate nearly 2,000 5G service-oriented companies over the next five years – could this extend the region’s 5G leadership?
    • LG 6G Terahertz Trial & Samsung announces an investment of $200B over three years into chips, biotech, and 6G. 155 to 175 GHz Band across 100M/300 Feet trial.
  • The G2 on 5G Podcast – Episode 63 – August 20, 2021
    • Dish casts out bold timelines for its 5G network deployment – will it deliver?
    • AT&T 5G News: Automotive GM Deal in 2023, University of Tennessee mmWave Test Bed for AR & VR and FirstNet 5G expands to 10 more cities
    • Rakuten losses soar as it blames 4G and 5G base station investments – is this reality given the operator’s embracement of Open RAN?
    • Renewed concerns regarding CBAND spectrum interference with airplane altimeters. How does this impact Verizon and AT&T’s rollout?
    • KT points to growing 5G adoption for its recent Q2 double-digit growth – are discrete services fueling its momentum?
    • Qualcomm RB5 5G Drone Platform

DataCentric Podcast by Moor Insights & Strategywith Matt Kimball and Steve McDowell

  • Application Transformation with Data-Driven DevOps
    • Jedidah Yueh’s path from high-school teacher to Silicon Valley founder
    • Haven’t we already solved all the challenging DevOps problems? 
    • DevOps as part of your cyber-security strategy
    • DevOps and Application Transformation
    • The Delphix Vision
    • The intersection of DevOps and MLOps
    • ML Models are Just Another Kind of Data
    • What’s on the horizon in the world of data-driven DevOps? 
    • Jed’s book “Disrupt or Die” and how to foster a culture of innovation
    • Data is the last automation frontier

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

  • Ep 92: Callin and Ballin’
    • Callin Launch and $12M Funding
    • Five9 CX Summit
    • HPE Earnings, Wins $2B NSA HPC as a Service Deal, Closes Zerto
    • Google Cloud and C3 AI Team up on C3 Earnings Day
    • Amazon Career Day 40,000 New Jobs
    • Zoom Earnings
  • Interview with Don McGuire, CMO, Qualcomm Technologies
    • First, 30 days Long term Qualcomm opportunities Snapdragon brand change “Do Differents” Changing perceptions
  • Ep 91: Telum What You’re Doing, IBM
    • IBM Z Telum Processor
    • Dell Technologies/VMware
    • HP Earnings
    • Salesforce Earnings
    • Marvell Earnings
  • Ep 90: Salesforce Starts Slacking
    • Salesforce Slack-First Launch
    • Intel Architecture Day
    • Cisco Earnings
    • Intel Architecture Day: Datacenter
    • NVIDIA Earnings
    • T-Mobile Breach
  • Ep 89: Unpacking The Week In Tech
    • Samsung Galaxy Unpacked- Foldables Going Premium Mainstream? Qualcomm Sweep
    • HP Going All-in on Chrome?
    • Salesforce+
    • AWS Wins $10B NSA Deal
    • Amazon Spends $120B in America
    • Oracle mySQL HeatWave Service

Moor Insights & Strategy Podcast

 Press Citations: 

  1. AWS / Siliconangle https://siliconangle.com/2021/08/26/aws-storage-day-offers-fresh-insight-companys-evolving-hybrid-strategy-sept-2-awsstorageday/(Steve McDowell)
  2. Chips / scientificamerican https://www.scientificamerican.com/podcast/episode/flexible-microprocessor-could-enable-an-internet-of-everything/ (Anshel Sag)
  3. Dell, earnings / Austin American Statesman https://www.statesman.com/story/business/2021/08/27/dell-technologies-sees-strong-growth-revenue-spite-pandemic-chip-shortage/5619594001/
  4. Dell, Earnings / Siliconangle https://siliconangle.com/2021/08/26/dell-delivers-record-q2-strong-commercial-pc-sales-growth/ (Steve McDowell)
  5. Google / PCWorld https://www.pcworld.com/article/3632048/google-may-be-creating-its-own-m1-cpu-rival-for-chromebooks.html
  6. Google / Bestgamingpro https://bestgamingpro.com/googles-possible-m1-cpu-rival-for-chromebooks/
  7. HPE / SDXCentral https://www.sdxcentral.com/articles/news/hpe-greenlake-nabs-2b-nsa-contract/2021/09/
  8. HPE, Cloud / Toolbox.com https://www.toolbox.com/tech/innovation/news/hpe-wins-2-billion-nsa-cloud-contract/ (Matt Kimball)
  9. HPE / Fiercetelecom https://www.fiercetelecom.com/platforms/hpe-scores-2-billion-contract-nsa
  10. IBM, AI / Siliconangle https://siliconangle.com/2021/08/23/ibms-new-telum-processor-accelerates-ai-inference-chip-detect-fraud-real-time/
  11. Intel / Biztechmagazine https://biztechmagazine.com/article/2021/08/difference-between-intel-core-i7-vs-core-i9-whats-right-you-perfcon
  12. Intel, AI / Fintechzoom https://fintechzoom.com/fintech_news_amd/intel-plants-an-infrastructure-flag-with-mount-evans/
  13. Marvell, Earnings / Siliconangle https://siliconangle.com/2021/08/26/marvell-delivers-record-revenue-q2-data-center-chip-sales-boom/
  14. Microsoft / Windowscentral https://www.windowscentral.com/experts-weigh-future-skype-and-microsoft-teams-consumer (Anshel Sag)
  15. Microsoft / ADMET.Net https://www.admet.net/what-is-windows-hello-microsofts-biometrics-security-system-explained/
  16. Microsoft / Windowscentral https://www.windowscentral.com/we-asked-experts-about-windows-11-ahead-of-october-release (Anshel Sag)
  17. Mojo, AR / CNET https://www.cnet.com/tech/mobile/mojo-vision-crams-its-contact-lens-with-ar-display-processor-and-wireless-tech/ (Anshel Sag)
  18. Oracle / Illinoisnewstoday https://illinoisnewstoday.com/oracle-announces-mysql-autopilot-for-mysql-heatwave-service/347926/ (Matt Kimball)
  19. Samsung / Androidcentral https://www.androidcentral.com/galaxy-z-flip-3-steal-millennials-apple (Anshel Sag). 
  20. Zoom, earnings / Siliconangle https://siliconangle.com/2021/08/30/zoom-hits-1b-quarterly-revenue-growth-slows-stock-falls/

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

  • AMD RX 6600XT
  • Dell UltraSharp Webcam 4K
  • HP Reverb G2 Omnicept, Chromebase All-in-One desktop
  • Samsung Galaxy buds 2, Galaxy Watch 4, Galaxy Z Fold3 5G, and the Galaxy Z Flip3 5G
  • Samsung Galaxy Watch4 Classic 46mm
  • Samsung Galaxy Z Fold3
  • TCL 20 Pro 5G
  • Xilinx Kria KV260 Vision AI Kit

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

  • September 2021
    • Lenovo Tech World, September 8 (Paul Smith-Goodson, Patrick Moorhead)
    • Finovate Fall – Sept 13-15 (virtual) (Melody Brue)
    • Cisco analyst summit, Sep 16 (Patrick Moorhead) 
    • Open RAN Forum – September 14 (Will Townsend)
    • Global Foundries Technology Summit – Wed, September 15 (Anshel Sag, Patrick Moorhead)
    • Surface event, Sep 16 (Patrick Moorhead)
    • NTT Research Upgrade 2021, Sept 20-21 (Paul Smith-Goodson)
    • Dreamfarce, Sep 21 (Patrick Moorhead)
    • Nutanix .NEXT, Sept 20-23 (Matt Kimball)
    • Storage Develop Conference, Sept 28-29 (Steve McDowell)
  • October 2021
    • Box Analyst Summit, October 6 (Patrick Moorhead)
    • VMWorld, October 5-7 (Matt Kimball, Steve McDowell, Patrick Moorhead, Will Townsend)
    • NAB 2021, October 10-13, Las Vegas, in person (Steve McDowell) 
    • Nutanix .NEXT,  October 12-14 (Matt Kimball, Steve McDowell)
    • Dell Tech Summit, October 12-14 (Patrick Moorhead)  
    • Google Cloud Next 21, October 12-14 (Matt Kimball, Will Townsend, Patrick Moorhead)
    • Brooklyn 5G Summit – October 18-19 (virtual) (Will Townsend)
    • IEEE Quantum Week Oct 18-22 (Paul Smith-Goodson)
    • Arm DevSummit 2021, October 19-21 (Anshel Sag, Matt Kimball, Paul Smith-Goodson, Patrick Moorhead)
    • NetApp Insight, October 20 (Steve McDowell)
    • Energy Drone & Robotics Summit, October 25-27 (Steve McDowell)
    • REMOVE AT&T Business Summit, Dallas, October 25-27 (Steve McDowell)
    • IntelON and Analyst event, San Francisco, Oct 26-28 (Paul Smith-Goodson, Patrick Moorhead)
    • MWC Los Angeles – October 26-28 (Will Townsend)
  • November
    • MVNO World Berlin – November 2-3 (in person) (Will Townsend)
    • NVIDIA GTC, Nov 8-11 (Patrick Moorhead)
    • Nokia GAF – November 15-18 (Will Townsend)
    • Lenovo Advisory Council, November 16-18 (Patrick Moorhead) 
    • 5G Techritory Latvia – November 22-25 (in person) (Will Townsend)
    • AWS re:Invent – November 29-December 5 (Will Townsend, Patrick Moorhead)
    • Snapgragon Tech Summit, Nov 30-Dec 2, Hawaii (Patrick Moorhead, Anshel Sag)
  • December
    • Marvell industry analyst day, Dec 7 (Patrick Moorhead)
  • January
    • CES 2022, Jan 5-7, Las Vegas (Patrick Moorhead-virtual)

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The Team 

Analysts, Analysts In-Residence, Contributors

  1. Patrick Moorhead, Founder, President, Principal Analyst; Broad technology coverage plus deep insights into Cloud & SaaS, Personal Computing, Semiconductors, Automotive 
  2. Bill Curtis, Analyst In-Residence, IIoT, and Deep IoT Technology 
  3. Matt Kimball, Senior Analyst, Datacenter Servers, CI, and HCI 
  4. Melody Brue, Senior Analyst, Financial Tech
  5. Steve McDowell, Senior Analyst, Datacenter Storage, and Storage Technologies 
  6. Anshel Sag, Senior Analyst; V.R., P.C. Gaming, Mobile Platforms 
  7. Paul Smith-Goodson, Senior Analyst; Machine Learning, A.I. and Quantum Computing 
  8. Will Townsend, Senior Analyst; Security, Carrier Services, Networking 
  9. Chris Wilder, Contributor, Security 
  10. OPEN, Smart Home 

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, A.P., AR, travel, writer 
  5. Lee LeClercq Williams, Business Associate 
  6. Jacob Freyman, Writer, and Researcher