Moor Insights & Strategy Weekly Update Ending July 16, 2021

I hope you all had a great week!  

This week, Paul attended AWS AI Ops Analyst Webinar.  Will attended AT&T 5G Event NYC.  Matt attended Google Security Summit. Pat attended Microsoft Inspire and Oracle Live

Our MI&S team published 18 deliverables: 

The press quoted us with 8 citations. Journalists wanted to hear about Broadcom, Cirrus Logic, Intel, OnePlus, Microsoft, and Samsung. 

Quick Insights:

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

  • No update  

 AR/VR (Anshel Sag)

  •  No update

 Carrier/Wireless (Will Townsend)

  • I attended an AT&T 5G event this week in New York. I was impressed with demos related to airport connectivity with Boingo, a disruptive AR/ VR learning platform for children with Bookful, and more profound leverage of WarnerMedia content for rich, immersive experiences. New consumer and enterprise applications will define the success of 5G, and I was impressed with what I experienced at the event from a consumer perspective.

Datacenter: 

  • Storage- (Steve McDowell) 
    • VAST Data, the enterprising storage start-up that has found great success in several niches where storage with extreme performance can make a business-impacting difference, continues to build out its enterprise-ready features. Its latest update, VAST OS 3.6, brings new cluster-to-cluster async replication features to the fore. VAST is always about speed, offering a snapshot frequency of — and this is not a typo — of up to 15 seconds. That’s several orders of magnitude more frequent than more traditional storage vendors, who tend to top-out at about 15 minutes. That’ll protect your data.  Enterprise features tease enterprise deployments. Keep watching VAST Data.
    • DPUs have become all-the-rage, with giants such as NVIDIA staking a huge claim with its Bluefield technology, Xilinx jumping in with its FPGA-accelerated NICs, and even Intel recently announcing efforts around its similar IPU products. It’s easy to forget that one of the earliest players, one still delivering some of the most compelling technology, is a company called Fungible.  Fungible is stepping up its game as its cofounder and CEO, Pradeep Sindhu, replaces himself with a veteran in this class of market.  Eric Hayes, whose lengthy resume includes business-building executive roles at Broadcom and Cavium is taking over as CEO.  Sindhu is staying on as head-of-product. It’s a smart move, and Hayes will be a capable leader for Fungible.
    • NGD Systems has finally found a broad use for its interesting computational storage technology: Chia plotting.  Chia is the latest crypto-currency craze and technology that uses the underlying storage as part of the operation. It relies on storage so much that Seagate guided up for the current quarter based on Chia-driven demand. NGD’s play, though, is to move the Chia plotting algorithms closer to the storage by using its in-drive compute capabilities. I don’t pretend to understand all of the technical details of Chia plotting, but NGD makes it sound good when they talk about it. There’s certainly plenty of business to go around in this space.   
  • Networking- (Will Townsend) 
    • NetworkWorld recently published its top 10 list of the most influential companies in enterprise networking in 2021. From my perspective, there were no surprises, but the most notable might be NVIDIA. Given its acquisitions of Mellanox and Cumulus Networks, the company is building a full-stack offering that has the potential to be supercharged by its depth in artificial intelligence. 
  • Server- (Matt Kimball) 
    •  No update     

FinTech (Melody Brue)

  • No update  

IIoT and IoT (Bill Curtis)

  • No update

Personal Computing/ Collaboration (Anshel Sag) 

  •  No update

Quantum Computing (Paul Smith-Goodson)

  • No update

Security (Will Townsend)

  • Microsoft recently announced its intent to acquire RiskIQ. I believe it brings additional depth to the Azure toolset from a visibility and cloud apps security perspective.

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

  1. Zoho Updated Its B.I. And Analytics Suite For Its Unique Full Stack, by Patrick Moorhead
  2. Why I Have To State The Obvious: The Snapdragon Insider Smartphone Was Made For Insiders, by Patrick Moorhead
  3. Oracle Updates Fusion Cloud ERP And EPM, Racking Up New Customers In The Process, by Patrick Moorhead
  4. Mapping HPE’s Zero Trust Efforts To The Current Cyber Threat Landscape, by Matt Kimball
  5. Lenovo Thinkpad X1 Fold Reviewed: The Most Compact And Versatile 13″ P.C., by Anshel Sag

Blogs Published (MI&S)                                                              

  1. Poly Launches Two Camera Poly Studio E70 To Reset The Hybrid Collaboration Room Experience, by Patrick Moorhead
  2. Making The Grade- Amazon 2020 Sustainability Report Shows Progress Towards Environmental Goals, by Patrick Moorhead
  3. Amazon Goes All-In On Truck Safety With Autonomous Driving Company Plus, by Patrick Moorhead
  4. TSB – What Does A Digital Transformation Journey Look Like For A Traditional Bank? by Patrick Moorhead
  5. Celona Aims To Ease Private 5G Enterprise Deployment, by Will Townsend
  6. Nutanix Demonstrates That It’s More Than Just HCI On Investor Day, by Steve McDowell
  7. Marvell Extends Its 5G Leadership With Next-Generation Silicon, by Will Townsend

Research Paper:

Podcasts:

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

  • The G2 on 5G Podcast – Episode 59 – July 16, 2021
    • Samsung Networks helps Korea Telecom deploy the first commercial Standalone 5G network in South Korea – what does it mean for new service delivery? 
    • Verizon Expands 5G FWA business offering to 42 cities, up from 24, and offers up to $1,500 for early terminations and 10-year contracts 
    • AT&T 5G Event in New York this week – Will recaps his insights 
    • T-Mobile keeps 5G coverage and speed crown, according to OpenSignal 
    • Ericsson signs an expanded multi-year $8B+ agreement to build out Verizon C-Band spectrum assets along with mmWave – can it help accelerate the carrier’s 5G mid-band deployment? 
    • Samsung and GBL Deploy 5G testbeds for U.S. DoD for A.R. & V.R. Training

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

  • Thinking about Cyber-Security
    • Guest, Timothy Liu, Senior V.P., and CTO, as well as a cofounder of Hillstone Networks
    • Current trends in data protection: breach vs. post-breach protection, ransomware, secured access services
    • How to think about security differently for cloud, edge, and core.
    • Using A.I. and advanced analytics to detect malware before the time of impact
    • What’s on the horizon of security defense?

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

  • Jedi Mind Trick– Episode 84
    • Jedi Goes Multi-Cloud
    • HPE Acquires Ampool
    • Android Getting The Big Probe from 36 States
    • IBM Acquires BoxBoat
    • Andy Jassy Takes the Helm at Amazon
    • Biden’s Executive Order
  • Episode 85 – You Inspire Me – Six Five Podcast
    • Microsoft Inspire: Windows 365, D365, Teams Data Access
    • Oracle Updates EPM and ERP
    • T-Mobile Announces Las Vegas SD Taxi Service and Sweeping 5G Ookla Tests
    • Zoho Update B.I. and Analytics
    • Qualcomm Snapdragon Insider Phone
    • Intel’s Possible Acquisition of GlobalFoundries?
    • Dan moves to Austin, Techsys

Moor Insights & Strategy Podcast

 Press Citations: 

  1. Broadcom / Siliconangle https://siliconangle.com/2021/07/12/broadcom-reported-talks-buy-closely-held-sas-institute/  
  2. Cirrus Logic / Austin American-Statesman https://www.statesman.com/story/business/2021/07/09/austin-cirrus-logic-acquires-california-technology-company-lion-semiconductor/7915208002/  
  3. Intel, GlobalFoundries / SiliconAngle https://siliconangle.com/2021/07/15/intel-exploring-deal-buy-u-s-chip-maker-globalfoundries-30b/  
  4. OnePlus / AndroidCentral https://www.androidcentral.com/where-oneplus-went-wrong-app-optimization (Anshel Sag) 
  5. Microsoft, RiskIQ / SDXCentral https://www.sdxcentral.com/articles/news/microsoft-buys-riskiq-how-will-it-integrate-threat-intel-attack-surface-visibility/2021/07/ (Will Townsend) 
  6. Microsoft / Cyprus-Mail https://cyprus-mail.com/2021/07/12/windows-11-minimum-spec-requirements-baffle-users/  
  7. Samsung / Austin American-Statesman https://www.statesman.com/story/business/2021/07/09/austin-still-play-17-billion-samsung-fab-experts-say/7897809002/ 

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

  • TCL 20 Pro 5G
  • Xilinx Kria KV260 Vision AI Kit

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

  • July 2021
    • NI Connect, July 22 (Patrick Moorhead)
  • August 2021
    • Hot Chips, Aug 22-24 (Steve McDowell)
    • Big 5G Event – August 31-September 3 (Will Townsend)
  • September 2021
    • Open RAN Forum – September 14 (Will Townsend)
    • Nutanix .NEXT, Sept 20-23 (Matt Kimball)
    • Storage Develop Conference, Sept 28-29 (Steve McDowell)
  • October 2021
    • 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)
    • Brooklyn 5G Summit – October 18-19 (virtual) (Will Townsend)
    • IEEE Quantum Week Oct 18-22 (Paul Smith-Goodson)
    • NetApp Insight, October 20 (Steve McDowell)
    • AT&T Business Summit, Dallas, October 25-27 (Steve McDowell)
    • Intel 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)
    • Nokia GAF – November 15-18 (in person)  (Will Townsend)
    • 5G Techritory Latvia – November 22-25 (in person)  (Will Townsend)
    • AWS ReInvent – November 29-December 5 (Will Townsend)

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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