Moor Insights & Strategy Weekly Update Ending December 22, 2023

We hope everyone had a great couple of weeks!

Last week, our team attended several events: HP Security Analyst Summit and CES-Preview (Melody), Druid Demo Day (Will), Nutanix event (Matt – virtual), Google Cloud Applied AI Summit (Paul & Robert – virtual), and an Intel event (Matt & I – virtual).

This week, Robert virtually attended Cloudera Analyst Spotlight.

Our MI&S team published 19 deliverables:

Over the last two weeks, the press quoted us with 16 citations. They wanted to hear about Apple, Anuta Networks, Beeper, Cisco, Generative AI, Intel, Meta, Micron, Nokia, Tech Trends, T-Mobile, and 5G.

 

MIS Quick Insights:

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

  • Google continues to take hits about its staged video about the Gemini AI model. Researchers from Carnegie Melon compared the Gemini Pro against the GPT 3.5 Turbo using 10 datasets that tested different language abilities.
    • They found that Gemini Pro is slightly worse than GPT 3.5 Turbo on all tasks. They explain some reasons, such as poor math reasoning, answer order sensitivity, and content filtering. They also found that Gemini Pro was good at generating non-English languages and handling complex reasoning. Here is the title and URL for the paper: “An In-depth Look at Gemini’s Language Abilities” https://arxiv.org/pdf/2312.11444.pdf
  • After the confusing few weeks of firing and rehiring executives, OpenAI hopes to refocus attention on a new shiny object. It introduced a new initiative called the Preparedness Framework that outlines processes to track, evaluate, forecast, and protect against the catastrophic risks of advanced AI models.
    • Part of the program includes creating risk scorecards and defining risk thresholds that trigger baseline safety measures for frontier models.
    • For added publicity, the company also created a Preparedness Challenge that solicits people to imagine the worst things AI could be used for and ways to prevent it from happening.
  • Microsoft recently introduced a suite of small language models (SLMs) called Phi, which performs well for such small models. The latest model, Phi-2, is a 2.7 billion-parameter language model with outstanding reasoning and language understanding capabilities. Surprisingly, it matches or outperforms models up to 25 times larger, marking a significant achievement in model scaling and training data curation. Phi-2 is available in the Azure AI Studio model catalog. Phi-2 was trained on 1.4 trillion tokens and took 14 days to train on 96 A100 GPUs.
  • IBM believes protecting the open innovation ecosystem is important. The transformative potential of AI is immense, but there’s a risk that a few large stakeholders could monopolize its benefits. Policymakers worldwide consider AI’s safety risks, and some propose restrictive regulations like AI licensing systems. IBM warns that such measures could stifle open innovation, allowing only a few firms to monopolize AI benefits and failing to develop sustainable solutions for potential risks. The key to harnessing AI’s transformative power is in maintaining an open AI future. IBM and over 50 organizations from various sectors have formed the AI Alliance to support open AI technology and communities. This alliance underscores the importance of open-source software, datasets, standards, and science in fostering competition, innovation, democratization, skills development, and safety in AI. Open ecosystems lower barriers to entry, enabling diverse firms to innovate and compete and facilitate broader access to AI, making it more inclusive and innovative.

AR/VR (Anshel Sag)

  • N/A

Carrier/Wireless (Will Townsend)

  • AT&T’s recent announcement to align with Ericsson on a broad deployment of Open RAN across its network footprint is a watershed event. Brownfield networks are inherently more challenging from a RAN migration standpoint, but I believe Ericsson is the right choice. Ericsson operates a 5G lab near AT&T’s headquarters in Dallas, which should facilitate smoother integration. AT&T also has a long history of leveraging open source, and the learnings that arise from its collaboration with Ericsson could benefit other public mobile network operators embarking on Open RAN journeys.

Datacenter:

Networking– (Will Townsend)

  • Cisco continues to make big investments to bolster its cloud networking and security capabilities through acquisition. Its recent announcement to acquire Isovalent accomplishes both and adds depth to an already compelling observability platform anchored by AppDynamics, ThousandEyes, and soon Splunk.

Compute/Storage/Cloud (Matt Kimball)

  • In the weeks since AMD launched its MI300 Series accelerators, we’ve seen a back-and-forth between it and NVIDIA around performance. NVIDIA is feeling some level of threat as it has responded so strongly. Here’s the deal – benchmarks are synthetic. While they are good indicators of how well a workload may perform, they are not reflective of how a workload will perform in a real-world environment. Further, companies (all companies) tend to manipulate environments and test harnesses (when possible) to deliver the best theoretical results. If you are an enterprise IT organization and looking to determine the best fit for your organization, here are a couple of tips:
    • Make a strategic decision around where your training will take place. Training happens once; inference lasts forever (there’s a joke somewhere).
    • Perform your own testing on each GPU – grab an instance at your CSP of choice and experiment
    • Consider the utility of these GPUs and the projected costs
    • If still not sure – call a trusted partner. Better yet – reach out to MI&S
  • A few lingering thoughts on Intel’s Emerald Rapids launch.
    • If I were marketing Xeon, I would focus more on real-world deployments and the use of CPUs. Average core counts, performance of enterprise datacenter deployed workloads, etc. Relevancy to the IT consumer is important, with an emphasis on the consumer. IT folks are just like everyone else – it is easy to get caught up in top-line comparisons and not evaluate technologies more critically.
    • It would be interesting to quantify the value of the acceleration engines built into Xeon and the potential business outcomes associated with utilizing, such as analytics performance, OLTP performance, and ability to support certain AI deployments without an accelerator (and where that “accelerator needed” demarcation is).
    • Don’t be afraid to brag on Xeon’s differentiation and what the company has done to deliver in Sapphire, Emerald, and beyond. Some architectural decisions were innovative and set Xeon up nicely from a competitive standpoint.
  • While I believe the Broadcom acquisition of VMware was good for both companies, the licensing moves the company has announced just days after the acquisition closed seem a little too aggressive. The company claims significant cost savings based on bundles and specific deployment scenarios. However, long-term customers will struggle as they will be forced from vSphere Ent+ standalone to vSphere Foundation. Beyond broad proclamations around savings, the company would be well served by mounting an education campaign for its users and fighting off the campaigns of competitors like Nutanix.
  • Look for a look back/ look forward blog in the next few days. It will be fun to look back at some of the bigger moments in IT for 2023 and to look into the crystal ball.
  • Intel launched its 5th Generation Xeon Scalable Processor (codenamed Emerald Rapids) today. While some may look at this and think, “a few more cores…” However, there are a lot of interesting things Intel did. Before this, it should be noted that the company effectively kept the same power envelope with Emerald Rapids as its predecessor (Sapphire Rapids).
  • First, in Emerald Rapids, the company shifted from fewer cores on four compute tiles to more cores on two compute tiles. Why does this matter? The fewer hops help with coherency (virtual machines and the like running on a single tile) and performance. This has a significant impact on application latency. This, along with a far larger LLC (last-level cache), has boosted application performance considerably.
  • The company added significant updates to power management, enabling far better power efficiency at lower utilization rates.
  • Emerald Rapids security has been considerably strengthened with encrypted memory, and its new TDX (trusted domain extensions) delivers VM level security (similar to AMD’s secure encrypted virtualization).
  • I think Intel is doing some very good work in rebuilding Xeon’s competitive stance from all angles. When looking at the last two releases (Sapphire and Emerald), the company is building in all the foundational elements around performance (acceleration, chip design), power, and security that differentiate Xeon.
  • As expected, NVIDIA responded to AMD’s launch of the MI300 series with some software modifications and tweaks that show the H100 greatly outperforming the MI300X. This is not surprising – I suggested the company would do this in my research note published last week. NVIDIA is a force in the GPU and acceleration market. The market understands this. However, the MI300 is still a strong competitor and a welcome relief to those cloud providers and others with a three-quarter wait for NVIDIA chips.
  • Oracle announced its quarterly earnings this past week, and overall, the company showed moderate growth. However, Oracle Cloud was perhaps the start of the earnings presentation, as its overall growth was about 24%. More importantly, OCI’s infrastructure-as-service business was up a staggering 52%. This IaaS growth is a more accurate indicator of OCI’s growth and potential. In addition, OCI launched its second South American cloud region with Chile going live.
  • While the market has boxed OCI into a cloud for Oracle customers, this is not the case. The company continues to land one big name after another.

ESG (Melody Brue)

  • T-Mobile and Directed Machines have recently partnered to address environmental and health concerns in agriculture. Seattle-based Directed Machines operates solar-electric Land Care Robots (LCRs) without herbicides while emitting zero greenhouse gases. These LCRs, featuring machine vision for navigation, provide cost-effective and efficient solutions across different industries. Partnering with T-Mobile offers Directed Machines a flexible and scalable wireless solution with extensive rural coverage for the nationwide deployment of LCRs. While the LCRs autonomously handle local operational decisions, T-Mobile facilitates telemetric data transmission, remote health diagnostics, and software and firmware updates. The connectivity serves as a mission-critical safety net, allowing Directed Machines to monitor critical metrics and respond promptly to issues.
  • The backlash against ESG (environmental, social, and governance) practices in business and investing is real and growing. Corporate leaders must prioritize understanding this impact, as investors will judge them based on their responses. According to a survey by The Conference Board of over 100 large US companies, nearly half have faced ESG backlash, and 61 percent expect it to continue or escalate in the next two years. Companies anticipate opposition from various sources, including federal and state officials, employees, consumers, business partners, and the media.
  • The ESG backlash presents an opportunity for companies to clarify their strategy and communication, driving long-term value. Siemens exemplifies this with its DEGREE sustainability framework, adopting a comprehensive 360-degree approach to ESG goals. The framework outlines ambitions in six key areas: Decarbonization, Ethics, Governance, Resource Efficiency, Equity, and Employability. Siemens emphasizes responsible business conduct, focusing on ethical behavior, integrity, and compliance, going beyond mere rule adherence. These principles form the core of the company’s culture and business conduct.
  • Refining language around sustainability and focusing it on business strategy is a smart step, especially for primary stakeholders—customers, employees, and the general public. The term ESG, initially designed for investors, may not resonate well with these groups. Initiatives like Siemens’ DEGREE framework, which holistically defines important initiatives, are expected to become more common. Expanding and explaining practices help companies avoid distraction from ESG backlash and maintain a focus on sustainable culture and business practices.

Enterprise Data (Robert Kramer)

  • IBM has agreed to acquire assets from Software AG for $2.33 billion. The deal encompasses Software AG’s key enterprise integration platforms, including StreamSets and webMethods, and features the SuperiPaaS offering launched in October. Previously, I have offered analyses on SuperiPaaS, pointing out the shortcomings of existing iPaaS solutions in meeting enterprises’ comprehensive data integration needs. This acquisition seems to be a strategic move for both Software AG and IBM. Despite the relative newness of the product in the market, it holds considerable potential for success. I expect that IBM’s expertise will play a crucial role in further developing and expanding the capabilities of this product. RESEARCH PAPER: Super iPaaS: A Growing IT Integration Trend
  • I recently had a conversation with IBM and other entities about the Data & Trust Alliance, a new coalition formed to develop standards for data quality and AI to assist organizations in refining their data management strategies. This alliance includes various significant players, such as American Express, Deloitte, GM, Humana, Johnson & Johnson, Meta, Nielsen, Mastercard, Johns Hopkins University, Nike, Pfizer, UPS, and Starbucks, alongside IBM. I find it particularly noteworthy its focus on stringent data quality control and AI requirements. As I engage with this alliance, I’m eager to see the practical results it produces and its impact on different industries. It will also be interesting to see if the Data & Trust Alliance will introduce a certification program and the value it might offer to those who attain it. Stay tuned, as I expect more detailed information to emerge in 2024. https://dataandtrustalliance.org/
  • In 2023, regarding data management and ERP, there were significant milestones for developments in Generative AI. In my upcoming end-of-the-year article, I plan to examine the advancements made by key players in the industry, including Google, AWS, Azure, Oracle, SAP, Salesforce, Cloudera, Informatica, Software AG, Adobe, Elastic, Cohesity, MongoDB, Splunk, Rubrik, HYCU, Veeam, Dynatrace, Appian, LogicMonitor, Blue Yonder, Sage, Epicor, IFS, Acumatica and more. I’ll highlight recent advancements in AI technologies by leading companies and their growing understanding of the importance of data quality to enhance AI’s effectiveness. I’ll discuss how these companies are prioritizing high-quality data in their AI developments and guiding their customers in formulating data management strategies for 2024. Additionally, reviewing the essential connection between AI, data quality, and data protection is central to the expected technological progress in 2024. Happy Holidays to everyone!
  • Salesforce launched its Data Cloud Vector Database, integrating unstructured data with CRM data for additional functionality to Einstein Copilot, which could potentially replace the need to incorporate LLMs. This new database will be a core component of the Einstein 1 Platform, helping business applications utilize unstructured data in workflows, analytics, and automation. Einstein Copilot Search will offer advanced AI search capabilities, providing answers from the Data Cloud in a conversational AI format. Considering that 90% of enterprise data is unstructured, such as PDFs, emails, social media posts, and audio files, this development will open the door for Salesforce users to incorporate a broader range of information directly into specific system fields. I’m looking forward to seeing this in action in 2024, as it gives businesses access to much more information that was challenging to incorporate in the past.
  • MongoDB recently had its quarter update for December 2023, focused on the increasing need for innovation and cost optimization. Key highlights include the discussion of Atlas Vector Search, which offers a comprehensive data platform for building, storing, optimizing, and removing data. This platform enables organizations to leverage generative AI efficiently through MongoDB Atlas, facilitating faster progress with reduced complexity and costs. The MongoDB AI Innovators program was promoted to support businesses, particularly startups, by providing benefits to help with problem-solving, scaling, and growth, along with access to MongoDB’s ecosystem of partners for collaboration. The year in summary for 2023: new announcements featured Atlas Vector Search, Atlas Stream Processing, MongoDB 7.0, and enhanced GenAI developer experiences. Additionally, there were general availability (GA) promotions of various tools and improvements, including the relational migrator, queryable encryption, Atlas SQL interface, Kotlin driver, and PymongoArrow library.
  • IBM has partnered with Dun & Bradstreet, focusing on merging Dun & Bradstreet’s Data Cloud with IBM’s watsonx. This collaboration is designed to help organizations responsibly utilize generative AI. Dun & Bradstreet also plans to integrate watsonx into its operations and solutions, with IBM Consulting providing assistance.
  • Google introduced Gemini, followed by this week’s additional announcements. Gemini Pro will be available for enterprises and developers via Google Cloud’s Vertex AI platform. Vertex AI is expanding in healthcare, featuring new models such as MedLM in the Model Garden and the future Gemini suite. Duet AI, currently in a limited release for developers, will bring features such as assistance with coding and chatting, automatic creation of documentation, and summarization of logs for easier debugging. In the workplace, Duet AI can refine emails, generate project plans, create images, and summarize meetings, indicating a major step forward in AI-assisted collaboration and efficiency. Additionally, Duet AI has been integrated into Chronicle Security Operations, where it aids in enhancing productivity through advanced threat detection and response capabilities.
  • Echoing my colleague Matt Kimball about Oracle’s fiscal 2024 Q2 results: A 5% year-over-year increase in total quarterly revenues, reaching $12.9 billion, slightly below the forecasted $13.05 billion. Cloud services and license support revenues rose 12% to $9.6 billion. Notably, Oracle Cloud Infrastructure (OCI) consumption revenue increased by 71%. Interestingly, cloud license and on-premises license revenues declined by 18% to $1.2 billion, a big contrast to the 23% increase in the previous year—some other highlights.
    • Q2 Cloud Infrastructure (IaaS) Revenue $1.6 billion, up 52% in USD
    • Q2 Cloud Application (SaaS) Revenue $3.2 billion, up 15% in USD
    • Q2 Fusion Cloud ERP (SaaS) Revenue $0.8 billion, up 21% in USD
    • Q2 NetSuite Cloud ERP (SaaS) Revenue $0.8 billion, up 21% in USD
  • Oracle Cloud Infrastructure is expanding due to demand by constructing 100 new cloud data centers. Oracle is launching 20 new data centers in collaboration with Microsoft Azure, enhancing its partnership. Plus, countries like Japan, Italy, Saudi Arabia, Bangladesh, and New Zealand have requested the construction of several independent data centers within their territories.

Financial Tech (Melody Brue)

  • A recent Temenos and The Economist study found that 75% of banking executives foresee significant impacts from generative AI in their industry. This surge in AI importance is fueling a demand for related skills, with nearly one in three job listings (30%) in the European banking sector now explicitly mentioning artificial intelligence. More than 70% of surveyed leaders believe that unlocking value from AI will be a pivotal factor for future bank growth. Banks actively leverage AI and machine learning (ML) to gain deeper insights into consumer behavior and provide more personalized and efficient banking experiences. Chatbots such as Wells Fargo’s “Fargo” digital assistant will also be a significant factor in operational savings for banks. Estimated savings could be as much as $7.3 billion in 2023 —a considerable leap compared to $209 million in 2019.

IIoT and IoT (Bill Curtis)

  • N/A

Modern Work (Melody Brue)

  • In a RingCentral State of Human Connections at Work study, 74% of people surveyed say what it means to feel connected to another human changed throughout the COVID pandemic. RingCentral polled 3,000 people in small and mid-sized businesses, and the responses are not entirely surprising. Like other data from Microsoft’s Work Trend Index and HP’s Work Relationship Index, people point to connection, belonging, and the relationship with coworkers as essential factors in their mental and physical wellness – all contributing to their ability to perform their jobs.
  • In RingCentral’s study, 39% said working hybrid or remotely has made them feel more lonely and isolated at work. 33% said they want to connect more with people at work, and 88% said they perform better when they get along with colleagues. At the same time, 75% believe the freedom to work from anywhere is the new norm. As the year closes and into the new year, I will explore all these data points and how “people tech” will fill in voids left by remote and hybrid work.
  • Grammarly announced updates to its AI capabilities, including unlimited prompts for Enterprise customers and double the prompts for Teams users (now 2K). Users can seek additional information in chat to expand on Grammarly’s generative AI suggestions. When requesting more information, Grammarly AI will elaborate based on the context. Plagiarism features in more places are now available for Premium users, and building writing skills and knowledge share admin control is now available for Business users. Some other features are available now for free users, such as positioning anchors, citations for GAI use, and Grammarly in Overleaf. Grammarly is pushing hard on its AI features to compete with tools like Microsoft Copilot and Google Duet. The company recently clarified its AI model training methods after a WebProNews article reported that Grammarly trains its AI models on anonymized customer data with customers under 500 seats. Grammarly’s position in clarifying is that toggling off model training with anonymized customer data is available to all customers. Still, customers can only do it by requesting a security check from the company. Grammarly should be more up-front in providing an opt-out of training the LLMs. If the data is truly scraped (which some will say is impossible), then some Grammarly customers, if incentivized, might be likely to opt in. Otherwise, it’s a bad look that turning off model training requires a security check instead of just a toggle.

Personal Computing (Anshel Sag)

  • The AI PC race continues to heat up with Intel entering the arena with Intel Core Ultra; however, on the eve of that launch by Intel, PC Magazine posted benchmarks showing Intel’s processors lagging significantly in AI performance, so what does this mean for the definition of an AI PC?
  • OnePlus continues to tease its new smartphone, the OnePlus 12, which could be the first Snapdragon 8 Gen 3 smartphone to launch in the US. OnePlus will also launch a second OnePlus 12R phone for more price-conscious users. Do keep in mind that OnePlus has already launched the OnePlus 12 in China, even though its primary markets
    are the US and India.
  • NVIDIA has disputed AMD’s MI300 performance numbers that it claimed during its Accelerating AI day, and now AMD is responding to NVIDIA’s dispute also claiming that its performance numbers are valid. The back and forth is good for the industry and shows how important industry-standard benchmarks like MLPerf are.
  • The Beeper Mini drama continues with Apple as, once again, users report not being able to access iMessage and another patch likely needing to come soon. This back and forth is not good for consumers and shows that Apple’s adoption of RCS next year won’t alleviate the issues with iMessage.
  • Apple is trickling out more details around Vision Pro, like showing the press what Spatial Video looks like shot on iPhone 15 Pro Max inside of the Vision Pro and how well AirDrop works. I think Apple is getting close to launching the headset, which will be the most important launch in the company’s history since the M1 Mac and likely more impactful in the company’s history since the iPhone or iPad.
  • The Ray Ban Meta glasses have gotten a huge update to the Meta AI assistant onboard, with multi-modal AI capabilities, including the ability to give captions for objects seen by the camera and the ability to give the AI vision, which could also improve accessibility. I
    believe that this is a great way for Meta to take baby steps towards AR, but I would also like to see it develop more on the smartphone side for user interfaces.
  • Epic’s win over Google will be an interesting case to see how regulators use the outcome to regulate stores since Apple triumphed over Epic, but Google lost. We are now in uncharted territory.
  • Meta and Microsoft launched two major features for the Quest platform, specifically for the Quest 3 with the release of Xbox Game Pass and Office on Meta Quest headsets, bringing more immersive experiences to Microsoft apps while increasing the usefulness of Meta’s headsets.
  • Twitch is struggling with “Artistic Nudity,” first creating clear rules around nudity on its platform and then almost immediately backing off those rules and creating more uncertainty.

Quantum Computing (Paul Smith-Goodson)

  • Rydberg Technologies, a company specializing in quantum sensing using Rydberg atoms, announced its new atomic receiver. It demonstrated long-range radio communication using quantum sensors at a U.S. Army event that tested emerging technologies for communication and intelligence.
  • The atomic receiver has high sensitivity, selectivity, and resilience across various frequencies and can receive distant signals. The company’s CEO said the atomic receiver was the smallest and most versatile. The company is working to apply its technology to various defense and commercial applications. Rydberg atomic receivers have the potential to transform RF capabilities from long-wavelength to THz bands, as they offer unique advantages over traditional antennas.
  • Infleqtion announced a collaboration with L3Harris. The partnership will develop and deploy advanced quantum radio frequency (RF) sensing technology. The collaboration will focus on creating a revolutionary RF receiver using Rydberg atoms. This receiver will continuously tune from Hz to THz frequencies, with exceptional resilience to interference and sensitivity nearing the blackbody radiation limit. The partnership already won a classified quantum RF sensing program for sensitive defense applications.

Security (Will Townsend)

  • Thales is a company to watch in 2024. It is moving beyond its consumer GPS mapping roots to branch into enterprise and service provider security. A recent partnership between Thales and SK Telecom aimed at boosting 5G Standalone network security with quantum encryption points to its technological depth.

Columns Published 

  1. What To Expect At Intel AI Event: A Discussion With CEO Pat Gelsinger, by Patrick Moorhead

Research Notes (MI&S)

  1. RESEARCH NOTE: Digging into Intel’s 5th Gen Xeon Scalable CPU, by Matt Kimball
  2. RESEARCH NOTE: Analysis On Intel’s “AI Everywhere” Event, by Patrick Moorhead
  3. Cloud Networking, Telecommunications, And Security Service Standouts From Amazon, Google, And Microsoft, by Will Townsend
  4. RESEARCH NOTE: AMD Reclaims the AI PC at Advancing AI Day, by Anshel Sag

 

Blogs Published (MI&S)                                                             

  1. Google Data Cloud Ignites A Generative AI Renaissance, by Robert Kramer
  2. AWS Re:Invent 2023: What I Learned In 48 Hours, by Robert Kramer
  3. IBM’s 10-Year Blueprint For Error-Corrected Quantum Computing, by Paul Smith-Goodson
  4. Decoding Quantum Origins Of The Universe With Next-Gen Telescopes, by Paul Smith-Goodson

Research Paper(s):

 

Podcasts:

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

  1. The G2 on 5G Podcast – Dish Low Band FCC , Verizon & Lockheed Spatial Computing, DoCoMo Teletaste
  2. The G2 on 5G Podcast – AT&T OpenRAN, T-Mobile mmWave, Huawei resurgence, Beeper Mini iMessage Drama

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

  1. Ep197: We are Live! Talking Top Tech Trends 2024, Apple, Salesforce, NVIDIA & AMD, Adobe, CES 2024
  2. The Six Five On the Road with Victor Peng and Mark Papermaster at AMD Advancing AI
  3. The Six Five On the Road with Forrest Norrod at AMD Advancing AI
  4. The Six Five On the Road with Lisa Su at AMD Advancing AI
  5. Build Generative AI Solutions on Cloudera with Amazon Bedrock – Six Five On the Road
  6. Ep 196: We are Live! Talking IBM & Albany NanoTech, Google Cloud, Intel, Oracle, Adobe, Plus AI
  7. The Six Five Connected with Diana Blass, Episode 7: AI’s Network Dilemma
  8. Infrastructure Silicon for Accelerated Computing – Six Five Insider at Marvell Industry Analyst Day 2023
  9. The Six Five On the Road with Jason Banta at AMD Advancing AI
  10. Unlocking On-Prem Data for Next-Wave Gen AI – Six Five On the Road

Moor Insights & Strategy Podcasts, with Patrick Moorhead, Melody Brue, CP Smith-Goodson, Matt Kimball, and Will Townsend. 

  1. Ep15 MI&S Datacenter Podcast: AMD, Google & Microsoft, Intel, IBM, Vast Data, Subspace Correction
  2. We’re LIVE for Episode 13 of the MI&S Hot Desk Podcast

Other Podcasts

  • N/A

 

Citations: 

  1. Apple / Vision Pro – AR & VR / Anshel Sag / https://www.technologyreview.com/2023/12/20/1084518/micro-leds-micro-oleds-augmented-reality-ar/
  2. Apple / Vision Pro – AR & VR / Anshel Sag / https://wp.technologyreview.com/
  3. Anuta Networks / ATOM AVA / Will Townsend / https://cioinfluence.com/automation/anuta-networks-unveils-its-ai-powered-virtual-assistant-that-is-poised-to-transform-network-automation/
  4. Beeper / Smartphones / Anshel Sag / https://www.washingtonpost.com/technology/2023/12/12/imessage-android-beeper/
  5. Cisco / Full-Stack Observability / Will Townsend / https://www.intelligenttechchannels.com/2023/12/13/cisco-expands-full-stack-observability-ecosystem-with-seven-new-partner-modules-2/
  6. Generative AI / AI in the Information-Rich Enterprise / MIS paper & podcast sponsored by Iron Mountain / https://www.cio.com/article/1257351/generative-ai-is-pushing-unstructured-data-to-center-stage.html
  7. Intel / AI / Patrick Moorhead / https://finance.yahoo.com/video/ai-training-market-continue-rock-155356837.html
  8. Meta / AR Devices & Smart glasses / Anshel Sag / https://www.androidcentral.com/gaming/virtual-reality/smart-glasses-are-becoming-more-useful
  9. Meta / Ray-Ban Stories / https://biz.crast.net/ar-smartglasses-the-must-have-geek-gift-of-2023/
  10. Micron / Earnings / Patrick Moorhead / https://finance.yahoo.com/video/micron-results-top-estimates-issues-221154362.html
  11. Nokia / GE / Will Townsend / https://www.fiercetelecom.com/telecom/windstream-nokia-tout-successful-800g-trial-single-wavelength
  12. Tech Trends / Patrick Moorhead / https://www.aol.com/biggest-tech-stories-watch-2024-192433096.html
  13. Tech Trends / Patrick Moohread / https://ca.finance.yahoo.com/news/the-biggest-tech-stories-to-watch-in-2024-192433614.html
  14. T-Mobile / 5G / Will Townsend / https://www.brighttalk.com/webcast/20244/603305?utm_source=brighttalk-portal&utm_medium=web&utm_campaign=topic&utm_content=on-demand
  15. T-Mobile / 5G / Anshel Sag / https://techblog.comsoc.org/category/t-mobileusa/
  16. 5G / Will Townsend / https://www.businessinsider.com/5g-technology-progress-challenges-future-2023-12

 

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

  • Alienware Aurora R16 Desktop PC
  • Bang & Olufson Cisco 950 Wireless Earbuds
  • HP Poly Studio P15 Video Bar
  • Varjo Aero 2
  • Ziyun Weebill 3S

 

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

  • December
    • Cloudera Analyst Spotlight Dec 20, 2023 (virtual) (Robert Kramer)
  • January 2024
    • Rubrik Advisory/Analyst Day San Fran (Robert Kramer)
    • CES 2024, January 7-11th (Bill Curtis, Patrick Moorhead, Anshel-virtual)
    • AWS Gen AI Jan 31 (virtual) (Robert Kramer)
    • Dynatrace Perform, Las Vegas, Jan 31-Feb 1, 2024 (Robert Kramer)
  • February 2024
    • ZohoDay 2024, McAllen, TX, February 6-8 (Melody Brue)
    • Iron Mountain event, Los Angeles, February 15 (Matt Kimball)
    • Mobile World Congress, Barcelona, February 24-29th (Patrick Moorhead, Anshel-virtual, Will Townsend)
    • RingCentral Analyst Summit, Bay Area, February 26-28 (Melody Brue)
    • 8X8 Industry Analyst Summit, San Diego, February 29 (Melody Brue)
  • March 2024
    • Connected Americas, Dallas, March 12-13 (Will Townsend)
    • Enterprise Connect, Orlando, March 25 (Melody Brue)
    • Adobe Summit, March 26-28, Las Vegas (Melody Brue, Robert Kramer)
  • April 2024
    • Fortinet Accelerate, Las Vegas, April 1-5 (Will Townsend)
    • NTT Upgrade, San Francisco, April 10-11 (Will Townsend)
    • Appian World, Wash DC, April 15-17 (Robert Kramer)
    • Oracle analyst event, April 24 (Robert Kramer, Matt Kimball)
  • May 2024
    • Informatica World, Las Vegas, May 2024 (Robert Kramer)
    • RSA Conference, San Francisco, May 6-9 (Will Townsend)
    • IBM Think Boston, May 20-23, 2024 (Paul Smith-Goodson, Robert Kramer)
    • Dell Tech World, Las Vegas, May 20-23 (Matt Kimball)
  • June 2024
    • SAP Sapphire June 3–5 (Robert Kramer)

 

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The Team

Analysts

  • Patrick Moorhead, Founder, CEO, Chief Analyst; Broad technology coverage plus deep insights into Cloud & Enterprise SaaS, & Semiconductors.
  • Melody Brue, Principal Analyst, Modern Work, ESG, HCM, HRM, and HXM
  • Bill Curtis, Analyst In-Residence, IIoT, and Deep IoT Technology
  • Matt Kimball, Principal Analyst, Datacenter Compute & Storage, AI Semiconductors
  • Robert Kramer, Principal Analyst, Enterprise Data Technologies, ERP, and SCM
  • Anshel Sag, Principal Analyst; Personal Computing
  • Paul Smith-Goodson, Principal Analyst; Machine AI Frameworks, Models, Tools and Quantum Computing
  • Will Townsend, Principal Analyst; Security, Carrier Services, Networking

Operations

  • Dan Pickens, Business Director
  • Paula Moorhead, Marketing Director, Website and Social Media
  • Christian Babcock, Office Manager, AP & AR
  • Lee LeClercq Williams, Business Associate
  • Nigel Church, Business Associate, Writer, Editor
  • Connor Kenyon, Six Five Business Development
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Patrick founded the firm based on his real-world world technology experiences with the understanding of what he wasn’t getting from analysts and consultants. Ten years later, Patrick is ranked #1 among technology industry analysts in terms of “power” (ARInsights)  in “press citations” (Apollo Research). Moorhead is a contributor at Forbes and frequently appears on CNBC. He is a broad-based analyst covering a wide variety of topics including the cloud, enterprise SaaS, collaboration, client computing, and semiconductors. He has 30 years of experience including 15 years of executive experience at high tech companies (NCR, AT&T, Compaq, now HP, and AMD) leading strategy, product management, product marketing, and corporate marketing, including three industry board appointments.

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Matt Kimball is a Moor Insights & Strategy senior datacenter analyst covering servers and storage. Matt’s 25 plus years of real-world experience in high tech spans from hardware to software as a product manager, product marketer, engineer and enterprise IT practitioner.  This experience has led to a firm conviction that the success of an offering lies, of course, in a profitable, unique and targeted offering, but most importantly in the ability to position and communicate it effectively to the target audience.

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Mel Brue is vice president and principal analyst covering modern work and financial services. Mel has more than 25 years of real tech industry experience in marketing, business development, and communications across various disciplines, both in-house and at agencies, with companies ranging from start-ups to global brands. She has built a unique specialty working in technology and highly regulated spaces, such as mobile payments and finance, gaming, automotive, wine and spirits, and mobile content, ensuring initiatives address the needs of customers, employees, lobbyists and legislators, as well as shareholders. 

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Paul Smith-Goodson is the Moor Insights & Strategy Vice President and Principal Analyst for quantum computing and artificial intelligence.  His early interest in quantum began while working on a joint AT&T and Bell Labs project and, during 360 overviews of Murray Hill advanced projects, Peter Shor provided an overview of his ground-breaking research in quantum error correction. 

VP & Principal Analyst at Moor Insights & Strategy | + posts

Robert Kramer is vice president and principal analyst covering enterprise data, including data management, databases, data lakes, data observability, data analytics, and data protection. Robert has over 30 years of proven experience with startups, IT companies, global marketing, detailed strategies, business modeling, and planning, working with enterprise companies, GTM assets, management, and execution.

VP & Principal Analyst | Website | + posts

Anshel Sag is Moor Insights & Strategy’s in-house millennial with over 15 years of experience in the IT industry. Anshel has had extensive experience working with consumers and enterprises while interfacing with both B2B and B2C relationships, gaining empathy and understanding of what users really want. Some of his earliest experience goes back as far as his childhood when he started PC gaming at the ripe of old age of 5 while building his first PC at 11 and learning his first programming languages at 13.

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Will Townsend manages the networking and security practices for Moor Insights & Strategy focused on carrier infrastructure providers, carrier services, enterprise networking and security. He brings over 30 years of technology industry experience in a variety of product, marketing, channel, business development and sales roles to his advisory position.