Moor Insights & Strategy Weekly Update Ending June 23, 2023

By Patrick Moorhead - November 15, 2023

We hope everyone is having a great week!

This week, I attended HPE Discover in Las Vegas (along with Paul remotely, Matt, and Will).  I also traveled to New York to attend MongoDB Local and shot eight videos at the event.  Bill and Melody attended the Samsara Analyst Day in Austin.

Next week, Melody will be attending the Cisco Devices Analyst Tour. Matt will be attending the

Oracle Roundtable. I won’t be traveling for the next few weeks.

Our MI&S team published 32 deliverables:

The press quoted us with 4 citations. Journalists wanted to hear about AMD, Microsoft, and MWC. 

MIS Quick Insights:

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

  • Microsoft announced Azure Quantum Elements. It is a specialized platform to accelerate research and development that optimizes simulation workflows to scale on Azure High-Performance Computing (HPC) clusters, AI-accelerated computing, and augmented reasoning using AI. It integrates with quantum tools, enabling users to experiment with current quantum hardware and gain future access to Microsoft’s quantum supercomputer. Some customers have seen a reduction in time from six months to just one week. Researchers have access to more materials, scaling from thousands to tens of millions of candidates within the same timeframe. Some chemistry simulations can be accelerated by 500,000 x, compressing a year’s research into one minute. It will also offer Copilot for querying and visualizing data, writing code, and initiating simulations. Overall, Azure Quantum Elements serves as a gateway to quantum computing. Researchers can experiment with existing quantum hardware and gain priority access to Microsoft’s advanced quantum supercomputer in the future.

AR/VR (Anshel Sag)

  • N/A

Carrier/Wireless (Will Townsend)

  • N/A

Datacenter:

Networking– (Will Townsend)

  • N/A

Data Compute (Matt Kimball)

  • HPE Discover marked the end of “conference season,” the company closed out with a bang. Doubling down on its “aaS” approach, it made many announcements that advance its strategy. Look for coverage on this over the next couple of days. But one of the announcements that caught my eye was the company’s “LLM as a Service” that it delivered on its Cray platform, with Aleph Alpha as its software ecosystem partner. I like the choice of Aleph Alpha, and I like the “LLM as a Service” angle on this. The reality of AI in the enterprise is this – even now that AI has found utility (Generative) – adoption is still going to be extremely difficult as IT organizations lack the resources to deploy – technology, people, and budget. I expect this service will be quite popular with enterprise organizations that fall into this category – or those just beginning to experiment.
  • What to make of AMD’s Bergamo launch? 128 cores with rich memory and PCIe5 should be attractive to cloud providers. But I’m curious whether this presents as big a threat Arm player Ampere as would seem obvious on its surface. The TDP delta plays quite favorably to Ampere, as I imagine pricing also does. I’d like to see some head-to-head benchmarking done by either that shows realistic workload performance on a per-watt and per-dollar basis.

Storage (Matt Kimball)

  • Oracle announced its Exadata X10M database machine platform this week. Exadata is a database and storage platform designed to support enterprise organizations to drive performance across OLTP transactions, analytics performance, and consolidation of database instances. X10M is a big departure from the X9M as it marks the first time the company has chosen AMD EPYC as its CPU of choice. The payoff is good as the X10M recognizes up to 3X in some performance measurements.
    • As a side note, I am equally impressed with the work AMD is doing in standing up enterprise solutions with ecosystem partners. This should help the company as it attempts to break into the enterprise. I think this indirect path to the enterprise will help the company by not just simply getting in the datacenter but also through third-party validation.
  • Also announced this week was that HPE Alletra MP is being powered by AMD EPYC (embedded). This block & file storage solution is the backbone for all HPE storage. Again, this will bode well for AMD as it continues its enterprise push.
  • Another takeaway from HPE Discover – is simply the depth the company brings to platform security. We’ve written about the company’s approach to security many times, but by looking at what the company has done in Gen11 and with iLO6 (SPDM, etc.), I am impressed with how the company can stay ahead of the threat landscape in its approach. I would also like to see more about its ecosystem of partners.

ESG (Melody Brue)

  • N/A

Financial Tech (Melody Brue)

  • SoFi has launched a campaign called “Face of Finance” to challenge the gender bias of Artificial Intelligence (AI) concerning women and money. The company discovered that when AI generated realistic images of people who are good with money, only 2% of the images depicted women, despite women controlling $10 trillion in assets, a figure expected to rise in the coming years. Research has also shown that women tend to have higher investment returns than men, while men carry more debt through credit cards, personal loans, and auto loans. SoFi aims to address the gender bias reflected in AI data concerning women and personal finances. The Face of Finance campaign features Coi Leray’s “Players” song. Because “girls are players too.”
  • Wells Fargo has introduced a Sports & Entertainment Program for financial advisors catering to sports and entertainment clients. The program enhances the capabilities of these advisors by providing the Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA) designation. This accreditation equips financial advisors to address clients’ financial requirements in these industries, such as managing sudden wealth, navigating irregular income streams, engaging in philanthropy, and planning for wealth preservation and legacy. The initiative builds on the bank’s extensive experience serving clients with substantial wealth while innovating to meet evolving needs.

 

IioT and IoT (Bill Curtis)

  • N/A

Modern Work (Melody Brue)

  • Avaya announced a new CFO, CMO, and chief product officer (CPO) as the company is emerging from Chapter 11 bankruptcy restructuring. CEO Alan Masarek has been with the company for nearly a year, and his new C-suite will help him with his CCaaS-focused business strategy to get the company focused back on its roadmap. At this week’s Engage user conference, the company made several other announcements focused on “innovation without disruption,” allowing small and midsized businesses to upgrade from on-premises systems to the cloud gradually and with manageable risk. The Avaya Experience Platform Connect (AXP) and Avaya Enterprise Cloud aim to help customers integrate digital channels while maintaining their existing voice infrastructure, leveraging a hybrid cloud model for unified communications. The revamped Avaya Customer Experience Services (ACES) focuses on AI, cloud, and digital technologies.
  • Samsara announced several new solutions for managing complex physical operations to enhance frontline worker experiences in construction, transportation, waste management, wholesale, and retail. These solutions include Mobile Experience Management (MEM), which simplifies mobile device management, providing customized support and reducing digital distractions for workers in the field. The Virtual Coach feature enables drivers to self-coach and receive timely insights on risky driving behavior through the Samsara Driver App, improving road safety and driver engagement. Smart Trailer and Asset Tracking solutions provide insights on trailer utilization, temperature, and location, and Find My Asset for locating lost or stolen assets. The platform gives organizations reliant on physical operations IoT data for actionable insights and operational improvements. With the announcements this week, the company is slightly shifting from purely operational and safety data and management to frontline employee engagement. In the case of fleet management, in which the company heavily operates, it is wise to do so. Company executives shared at the conference that the average age of truck drivers is over 50, attrition is high, and recruitment is difficult. Focusing on end users as “customers” will help Samsara drive product adoption. Improving the experience for frontline workers and drivers only equates to better outcomes for Samsara’s customers.

Personal Computing (Anshel Sag)

  • The new Moto Razr+ is the most coherent and well-designed foldable to date and really nails the benefits of having a large cover screen on a flip form factor. Samsung better have a good response to this and the Oppo Find N2 Flip if it wants to keep its already dwindling market share in foldables.
  • Apple’s VisionOS SDK was released this week with a lot of excitement from developers with a built-in simulator since even the earliest devs won’t get headsets until July and the device won’t actually ship until an unknown time early next year. Speaking of which, some developers discovered that Apple’s fully immersed VR mode has a very limited ‘play area’ compared to other headsets.
  • There is lots of speculation within the XR industry that Apple’s Vision Pro could kickstart a huge accessory industry with its modular approach.
  • Redmagic a ZTE sub-brand of Nubia has recently gotten into PC peripherals like keyboards and mice and is now embarking on a wireless headset journey with Qualcomm using its latest Bluetooth Snapdragon S3 Gen 2 chipset with ultra-low latency for gaming and other applications.
  • An accidental best buy listing verifies that the Quest 3 will likely have 2K x 2k resolution per eye, which is great for productivity and improved fidelity and will necessitate the faster GPU in the XR2 Gen 2.
  • Microsoft appears to be going all out on Sony at the FTC hearings since it seems quite clear that the company strongly believes that it needs to acquire Activision Blizzard and to complete the transaction before the July deadline.
  • Apple has fixed a major vulnerability in all of its operating systems that allow for TriangleDB spyware to monitor you through iMessage without any interaction from the user being necessary. It seems to be the biggest problem for people running iOS 15.7 and older.

Quantum Computing (Paul Smith-Goodson)

  • IonQ had three significant announcements this week: – In collaboration with QuantumBasel to establish a European quantum data center, IonQ will install two IonQ processors in the future, one with #AQ 35 and another with #AQ 64 performance levels. IonQ will record a 2023 booking of $28M for this project. – IonQ expects bookings of $45 – $55 million in 2023, double the $24.5 million 2022 bookings it achieved in 2022. The 2023 revenue forecast remains unchanged at $18.8 million to $19.2 million. – IonQ Forte is now available through IonQ’s cloud or public clouds. IonQ Forte has 32 qubits and #AQ 29, which is higher than the previous generation Aria machine. B.) The journal Nature Physics has reported on a new technique for converting quantum states of electricity into sound and back again. This technique could enable future quantum computers to store their quantum information this way. The technique relies on sound particles called phonons to store quantum information. This technique can keep quantum information from electrical circuits in sound waves longer than other small mechanical devices.  DOI: 10.1038/s41567-023-02080-w. nature.com/articles/s41567-023-02080-w

Security (Will Townsend)

  • N/A

Columns Published 

  1. BAYER – Happy Employees Make Happy Customers, by Patrick Moorhead
  2. Research Note: Oracle Launches Exadata X10M, by Matt Kimball
  3. Google Cloud Unleashes AI On Money Laundering Activities After Successful HSBC Trial, by Melody Brue
  4. Quantinuum Claims It Has The Highest-Performing Quantum Computer Ever Built — And It Used A Racetrack To Prove It, by Paul Smith-Goodson
  5. HPE Extends Its Enterprise NaaS Leadership At Discover 2023, by Will Townsend
  6. Green Hushing In The Corporate World: Why ESG Is No Longer A Topic Of Discussion, by Melody Brue
  7. Qualcomm’s Mobile-Focused Open Approach To The AR Ecosystem Of The Future, by Anshel Sag
  8. Digging Deeper On Dell’s Datacentric Approach, by Matt Kimball
  9. Zscaler Delivers Smarter Zero Trust At Zenith Live 2023, by Will Townsend
  10. Research Note: Lenovo Infrastructure Solution Summit ’23, by Matt Kimball
  11. AMD Delivers 128 Cores In Bergamo, by Matt Kimball
  12. The Rise Of Augmented Reality In The Modern Workplace, by Melody Brue

Blogs Published (MI&S)                                                             

  1. Cisco Systems Strives To Bring Simplicity To Hybrid Multicloud Networking, Security And Observability, by Patrick Moorhead
  2. Dell Throws Down The Multi-Cloud Gauntlet At Dell Technologies World 2023, by Patrick Moorhead
  3. Applied Materials Announces $4 Billion Investment In EPIC Center For R&D Collaboration, by Patrick Moorhead
  4. Cloudera Charts A Path Toward Responsible AI At Scale, by Patrick Moorhead
  5. Microsoft Build 2023 Brings AI Tools To Where Work Is Done With Copilots And Plugins, by Patrick Moorhead
  6. Ford Positions Business Segments To Tackle Digital Transformation, by Patrick Moorhead
  7. Google Emphasizes Android AI, Large Screens, Pixel And Its New Pixel Fold At Google I/O, by Patrick Moorhead
  8. Unwrapping The Payload From Cisco Live U.S. 2023 Announcements, by Will Townsend
  9. Microsoft, Cisco, Adobe And More Bring Generative AI At Work To Where Work Is Done, by Melody Brue
  10. MediaTek Teams Up With NVIDIA To Deliver A Comprehensive Automotive Solution At Computex 2023, by Anshel Sag
  11. Apple’s Vision Pro Is A Pricey Cabled Halo XR Headset For Developers And Prosumers Coming Next Year, by Anshel Sag

Research Paper(s):

Podcasts:

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

  1. The G2 on 5G Podcast – AT&T and AST SpaceMobile, Samsung Networks Analyst Day, Nokia & DXC Deal

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

  1. Ep 173: We are Live! Talking HPE, MongoDB, Oracle, Adobe, and Oracle
  2. The Six Five – On The Road Partner Edition at MongoDB .local NYC with Cisco’s Dev Bapat and Yatish Joshi
  3. The Six Five – On The Road Partner Edition at MongoDB .local NYC with Alan Chhabra, Nadeem Kayani, and Arindam Choudhury
  4. The Six Five – On The Road Partner Edition at MongoDB .local NYC with One AI’s CEO Amit Ben
  5. The Six Five – On The Road Partner Edition at MongoDB .local NYC with Globant’s Nico Avila
  6. The Six Five On the Road — an Inside Look at MongoDB .local NYC

Moor Insights & Strategy Podcasts

  1. EP6 of the MI&S Datacenter Podcast: We’re Talking AMD, Lenovo, Cisco, Zscaler, DevOps, AI Events

 

Press Citations: 

  1. AMD / CMCMarkets https://www.cmcmarkets.com/en-au/opto/amd-could-be-the-next-big-chip-playheres-why
  2. AMD / Century Financial https://www.century.ae/en/brainy-bull/amd-could-be-the-next-big-chip-play-heres-why/
  3. Microsoft / Yahoo https://www.yahoo.com/entertainment/microsoft-losing-sony-gaming-don-130000662.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAEfEh1zPxsw3Eya_KA9Xxzn0R3Kuq59ShfNpBjjm9EJ8Ba0oijRTOl-2Ic_vu4Kq8MufaAYgkNALkPbetXaTCjHGBoZU5t0nF3o8IWmqKwqSkDi8DCgpsGnhlld7ZqwDLxFaZuBPYOu8IBwNsLGJwFSx8CT8LIb7fOTd8g3QO9yI(Anshel Sag)
  4. MWC Seminar / EIN News https://www.einnews.com/pr_news/639300739/the-besen-group-to-host-comprehensive-private-5g-seminar-at-mwc-las-vegas-2023(Will Townsend)

Company:

  • N/A

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

  • Alienware X16
  • Alienware 720H, 620M and 420K
  • Moto Razr+
  • RedMagic Keyboard and Mouse

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

  • June
    • Cisco Devices Analyst Tour – Oslo, Norway June 26-27 (Melody Brue)
    • Oracle Roundtable, California, June 28 (Matt Kimball)
  • July
    • IEEE International Conference on Quantum Software, Chicago, July 2–8 (Paul Smith-Goodson)
    • Reuters Momentum, Austin, July 11 (Melody Brue)
    • Lenovo Industry Analyst Conference, July 24-27 (Pat Moorhead)
    • Samsung Unpacked, Korea (Anshel Sag)
  • August
    • VMware Explore – Las Vegas, August 21-24 (Will Townsend-virtual, Patrick Moorhead)
    • Google Cloud Next, San Francisco, August 29-31 (Pat Moorhead)
  • September
    • IEEE International Conference on Quantum Computing & Engineering, Bellevue WA, September 17-22 (Paul Smith-Goodson)
    • Intel Innovation 2023, September 19-20 (Anshel Sag, Patrick Moorhead)
    • Oracle Cloud World, September 18-20 (Virtual) (Patrick Moorhead)
    • Connected Britain – London, September 20-21 (Will Townsend)
    • MWC Las Vegas – September 26-28 (Will Townsend)
  • October
    • RingCentral Analyst Event (Melody Brue)
    • OpenText, Las Vegas, October 11 (Patrick Moorhead)
    • Lenovo Industry Analyst Event, October 16-19 (Patrick Moorhead)
    • Lenovo TechWorld, October 23-24 (Patrick Moorhead)
    • Qualcomm Snapdragon Summit October 24-26 (Patrick Moorhead)
    • Money 20/20, October 23-26 (Melody Brue)
    • Event, TBD, October 24-26 (Patrick Moorhead, Anshel Sag)
  • November
    • UCX USA, Austin, November 13-14 (Melody Brue)
    • SC 23, November 13-15 (Patrick Moorhead)
    • AWS re:Invent, November 27-30 (Patrick Moorhead)
  • December
    • RingCentral Analyst Summit, Napa (Melody Brue)
    • Marvell IA Day, December 5 (Patrick Moorhead)
  • January
    • CES 2024, January 7-11th (Patrick Moorhead)
  • February
    • Mobile World Congress, February 24-29th (Patrick Moorhead)

 

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The Team

Analysts, Analysts In-Residence, Contributors

  1. Patrick Moorhead, Founder, CEO, Chief Analyst; Broad technology coverage plus deep insights into Cloud & SaaS, Personal Computing Devices, Semiconductors, & Automotive
  2. Melody Brue, Principal Analyst, Modern Work and ESG
  3. Bill Curtis, Analyst In-Residence, IIoT, and Deep IoT Technology
  4. Matt Kimball, Principal Analyst, Datacenter Servers, Storage CI, and HCI
  5. Anshel Sag, Principal Analyst; VR, PC Gaming, Mobile Platforms
  6. Paul Smith-Goodson, Principal Analyst; Machine Learning, A.I. and Quantum Computing
  7. Will Townsend, Principal Analyst; Security, Carrier Services, Networking
  8. Jacob Freyman, Junior Analyst

Operations

  1. Dan Pickens, Business Director
  2. Paula Moorhead, Marketing Director, Website and Social Media
  3. Zane Pickett, Office Manager, AP, AR, travel, writer
  4. Christian Babcock, AP & AR
  5. Lee LeClercq Williams, Business Associate
  6. Nigel Church, Business Associate, Writer, Editor
  7. Connor Kenyon, Six Five Sales & Business Development
+ posts

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.