Moor Insights & Strategy Weekly Update Ending June 3, 2023

By Patrick Moorhead - June 3, 2023

We hope you are having a great start to June!  

We are hosting The Six Five Summit, along with The Futurum Group’s Daniel Newman, June 6-8.  Registration is free!  The Six Five Summit will host over 40 tech companies, with 60 sessions discussing AI, Cloud, Semi, Edge, and more.  Some of the participating companies include Adobe, AMD, Analog Devices, AWS, Azure, Broadcom, Cloudera, Cohesity, Dell Technologies, Equinix, Ericsson, HP, IBM, Intel, Lattice, Lenovo, Micron, Microsoft, Qualcomm, Salesforce, Samsung, SAP, ServiceNow, T-Mobile, Zendesk Zoom and more!!! Join us next week!

Over the last month, the MI&S crew has been busy traveling!  This week, Anshel attended AWE 2023 in Santa Clara.

Next week, Will, Matt, and I will attend Cisco Live in Las Vegas next week. We all will be attending The Six Summit.  Paul will be attending the Google Applied ML Conference next Friday.

Our MI&S team published 43 deliverables:

The press quoted us with 23 citations. Journalists wanted to hear about Ampere Computing, Axiado, Cybersecurity, Frore Systems, Google, IBM, Juniper Networks, Marvell, NVIDIA, Quantum, smart glasses, and TXOne Networks. 

MIS Quick Insights:

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

  • Once again, leaders in science and technology have warned that AI’s rapid development could threaten humanity. In a public statement released by the Center for AI Safety (CAIS), they call for reducing the risk of extinction from AI to be a global priority. The statement has been signed by 350 individuals, including executives from top AI companies and renowned researcher Geoffrey Hinton.
  • Insilico Medicine, an AI-driven drug discovery company, has demonstrated the potential advantages of using quantum generative adversarial networks (GANs) in generative chemistry. The study was published in the Journal of Chemical Information and Modeling. It was supported by University of Toronto Acceleration Consortium director Alán Aspuru-Guzik, Ph.D., and scientists from the Hon Hai (Foxconn) Research Institute.
  • GANs are a machine learning algorithm that can generate new data similar to existing data. In drug discovery, GANs can generate new molecules with the desired properties for a particular drug target. The study found that the quantum-trained GAN could generate molecules with better properties than the classical GAN. This suggests that quantum computing could accelerate the drug discovery process.
  • The study is also a significant step forward in using quantum computing for drug discovery. It shows that quantum computing can train GANs to generate molecules with desired properties. This could lead to the developing of new drugs that are more effective and less harmful than existing ones.

AR/VR (Anshel Sag)

  • N/A

Carrier/Wireless (Will Townsend)

  • Softbank and NVIDIA recently announced an exclusive arrangement that allows the Japanese carrier to be the first to leverage new silicon dubbed Grace Hopper aimed at generative AI and 5G applications. This is unsurprising given Softbank’s historical use of NVIDIA GPUs for mobile edge and virtualized RAN (vRAN) deployments. GPUs are ideally suited for multi-use but are often challenged in vRAN deployment scenarios involving 5G distributed unit (DU) processing. Grace Hopper marries CPU and GPU capabilities in a single platform to address this issue, and on the surface is very compelling.

Datacenter:

Networking– (Will Townsend)

  • Cisco is doubling down on its vision for full stack observability by integrating AppDynamics and ThousandEyes into its digital experience monitoring platform. From my perspective, the cross-integration of both platforms acquired through Cisco acquisitions has the potential to speed the diagnosis and remediation of network performance issues. This is compelling, especially given the nature of modern work that is highly distributed and often relies on internet availability.

Data Compute (Matt Kimball)

  • Dell TechWorld 2023 was my first back since the pandemic, and it didn’t disappoint. The event’s theme focused on innovation, and the company did not disappoint. While it would take an article to cover my thoughts (which, coincidentally, I published) – I will just say that the company came a long way in advancing its security, AI, and multicloud strategies. The combination of building strong partnerships to complement compelling additions to its technology portfolio makes Dell well-positioned.
  • On the AI front, the XE9680 is an engineering masterpiece. This two-socket, 6U rack server supports up to eight (yes, eight) NVIDIA H1000 GPUs and comes with NVIDIA’s software stack and pre-trained large language models (LLMs) to support domain-specific genAI out of the box. And if this is all a little too much, check out the R750xa. Think of this as the little sibling to the XE9680.
  • From a security perspective, the company showed off the strength of its ecosystem by announcing a partnership with over 30 security vendors to deliver a zero-trust environment for its customers. Oh, and the soon(ish) to be open zero trust center of excellence. In this facility, customers can test the readiness of their security postures – look for vulnerabilities, and close gaps. This is innovation through partnerships.
  • And on the multicloud front – read my article. 🙂 There’s so much to cover that I can’t do it justice in a paragraph. But the idea of data being at the center of the multicloud experience, thus making storage the connective tissue, is a smart strategy.
  • Can NVIDIA be stopped? By now, we all know about its earnings and resulting stock bump (I say that jokingly). I was equally impressed with CEO Jensen Huang’s two-hour keynote at Computex, where he (among other things) announced the availability of Grace Hopper and MGX. Grace Hopper is what Huang calls the company’s AI superchip – a CPU and GPU with coherent memory on a single die. And this chip will, of course, support the DGX GH200 AI supercomputer. What’s the DGX GH200, you ask? Not much – just 256 Grace Hopper chips connected via the companies NVLink interconnect – delivering undoubtedly the greatest performance on the planet (for reference, it delivers nearly 500x more memory (144TB) than the A100, delivered in 2020).
  • Also, the company announced MGX – a modular, open server design centered around leveraging NVIDIAs chips. The design covers the form factor range (1U, 2U, 4U) and CPU support (Grace Hopper, Intel) it believes its customers are looking for. And at Computex, Huang mentioned that Supermicro and some ODMs are already designing systems in support.
  • One last note on NVIDIA. The company has made several significant announcements in the previous couple of months. In all its partnerships and ecosystem enablement, the only x86-supported CPU has been Intel. No AMD. Why is this? Is it a competitive response to a vendor that the company sees as a bigger long-term threat? Is there a specific performance advantage the company is unable to unlock in Intel? I can’t imagine the latter being the case – but I’d like to understand this positioning.
  • Ampere showed off its next-gen server CPU, codenamed Siryn. This 192-core part breaks with the trend of multi-core modules (MCM) by placing all (single-threaded) cores on a single die with a mesh interconnect for improved performance. In addition to this extremely high core count, the compute package has been upgraded to support PCIe v5 and DDR v5. Adding more memory channels (currently eight) would have been a nice addition to drive more balanced performance. With Intel and AMD coming out with higher core count parts, Ampere’s move makes sense – this gives CSPs greater performance density, especially for general-purpose compute workloads. I look forward to seeing some benchmarking that shows performance v similarly configured platforms based on Intel and AMD.
  • HPE announced news around its Ezmeral portfolio, creating two major offering categories – Data Fabric and Unified Analytics Software suite. The theme of this reorganization seems to be focused on simplicity. HPE has made several acquisitions in the data management space over the last few years that vary in functionality—many bespoke solutions to solve a lot of unique needs. Bringing all these technologies under one portfolio is smart – and perhaps the first step to a unified, integrated platform.
  • Meta is developing AI inference and video encoding chips. Shocking? Not entirely. Much like Google, Meta has a homegrown software stack finely tuned to drive its various platforms. Building custom silicon that powers this environment makes perfect sense. What is more interesting is seeing another hyperscaler choosing to design and deploy its silicon rather than purchasing off-the-shelf silicon. If you were wondering, RISC V is the silicon platform of choice. With all the buzz around Arm in the cloud, RISC V offers a compelling value prop for hyperscalers developing environment, platform, and software-specific silicon. And for systems companies building industry-specific solutions.

Storage (Matt Kimball)

  • Many companies reported earnings these past weeks, including Nutanix and Pure Storage. Nutanix showed strong growth, beating expectations as it continues to gain momentum as a hybrid multicloud platform and grows its presence in adjacent spaces (e.g., Database as a Service). Many (including myself) were a little skeptical of the company’s prospects as it shifted its selling motions and model. But the shift to an ARR model based on software subscriptions has more than paid off.
  • One of the bright spots in Pure Storage’s quarterly results was the growth of its own “as-a-Service” offering, named Evergreen. The company saw growth of over 28% in its subscription services – now accounting for an ARR that exceeds $1B. As the company leans into AI and its Database Platform as a Service (Portworx and MongoDB), I think it is on the right trajectory and will continue its strong growth.
  • VAST Data scores another big hit with the certification of its data platform as a certified data store for NVIDIA’s DGX SuperPOD. This marks the first NAS platform certified for the NVIDIA platform. While VAST positions this partnership as the democratization of AI, and it does in many ways, there’s more to this. Like its partnership with HPE, VAST is building a strong ecosystem to broaden its reach. This company has made its brand on servicing the highest end of the market, relying on extreme performance. Keep an eye on them.

Modern Work ESG (Melody Brue)

  • SAP is launching its “green ledger” initiative to help companies manage and track carbon emissions and integrate sustainability efforts into their operations. The complexity of calculating and managing carbon emissions data poses a significant challenge for organizations. SAP believes accounting for carbon emissions should be treated like financial reporting, and the green ledger initiative aims to facilitate this process.
  • The green ledger consists of an updated version of SAP Sustainability Footprint Management, which calculates and manages carbon emissions data across the value chain, and the new SAP Sustainability Data Exchange for secure sharing of sustainability data with suppliers and partners. These tools, expected to be available later this year in SAP S/4HANA Cloud, provide a verifiable and auditable record. Many companies worry about or struggle with “greenwashing” – real or perceived – so improving data accuracy and granularity is critical. SAP leadership is wise to prioritize this.
  • Corporate interest in sustainability products varies depending on micro and macroeconomic factors and regulatory and consumer pressures, but SAP’s commitment to sustainability stands out. SAP’s advanced integration of sustainability products into the green ledger surpasses what other major ERP vendors offer and could incentivize customers to transition to SAP’s S/4HANA Cloud platform. SAP’s initiative aligns with the increasing demand for sustainability solutions as businesses prioritize environmental responsibility.

Financial Tech (Melody Brue)

  • The Wall Street Journal reported that holders of Apple Savings Accounts (which I wrote about when the company launched with Goldman Sachs in May) have had trouble withdrawing funds from their accounts. Customers who have requested withdrawals have reported waiting 2-4 weeks for their money to show up. In May, I called out in my analysis that even with a 4.15% interest rate that was “riches compared with the current savings-account average of 0.25%,” … “Apple’s deposit account agreement states that the bank requires seven days’ notice of withdrawal, so that should be considered for anyone wanting immediate liquidity.” Apple’s PR team disputed that at the time (although it came directly from the company’s agreement).
  • Goldman says the customer response to the product causes the delay and that most customers have not seen fund transfer delays. I assume some time for KYC/AML makes up for some of the lost time in transfer, but Apple needs to clarify that with consumers. Otherwise, people will assume that the company is making up for some interest with float time. Apple has the captive audience and banking ecosystem to get into banking more heavily, but the company needs to do it not so much with a heavy hand. Even with the savings account, consumers who want to open the accounts must first sign up for the Apple Card credit card (also issued through Goldman). This is a development worth keeping an eye on.
  • Step is now offering a 5% rate on its savings accounts, an even higher rate than Apple recently offered with its savings account offered through Goldman Sachs. There are no monthly fees and minimum balance requirements, but a maximum deposit of $250,000 is the same as Apple. However, there’s a catch. To secure that 5%, users must set up a monthly direct deposit of $500 or more from a payroll provider or employer. Step is targeted towards teens and young adults, which could be a barrier to getting new accounts.

IioT and IoT (Bill Curtis)

  • N/A

Modern Work (Melody Brue)

  • Cisco announced another automotive partner with Audi. The car manufacturer has chosen the Webex collaboration app for in-car meetings. While Cisco is taking up speed in the automotive hybrid meeting space with Webex, car enthusiasts still call the capabilities “Zoom-like meetings.” I think Webex would be wise to brand its automobile capabilities with something that has a little more ‘get up and go’ to the moniker. Nonetheless, With the increasing integration of third-party apps into car control panels, such as in-car app stores, collaboration tools like Webex will compete for a new type of screen time. Webex has shown an excellent head start with Ford, Mercedes, Volkswagen, and more.
  • Recent advancements in expansive language models, such as ChatGPT and similar chatbots, have amplified fears that AI could be harnessed on a large scale to propagate misinformation and propaganda. Or worse yet, bring about the widespread displacement of numerous white-collar occupations. Leaders from OpenAI, Google DeepMind, Anthropic, and other AI labs warn that future systems could be “as deadly as pandemics and nuclear weapons.” These statements come at a time of growing concern about the potential harms of artificial intelligence. I feel like there’s a bit of hysteria happening here. While the World Economic Forum has estimated that artificial intelligence will replace some 85 million jobs by 2025, that number does not account for the number of new jobs AI can create and the myriad of industry evolutions that will bolster employment. It also doesn’t consider the positions that will be more accessible with AI. Look no further than Microsoft’s recent Build 2023 user conference to see how AI is aiding the building of the development community. (more on that coming with more extensive MI&S analysis of Microsoft’s annual meeting.
  • Microsoft’s annual developer event, there was a big focus on the opportunity for developers to leverage generative AI plugins to enhance their systems. Microsoft showcased the broader strategy of generative AI as a copilot, with applications ranging from Bing Chat, GitHub Copilot, and Microsoft 365 Copilot. Generative AI can act as a copilot in software development by assisting developers with code generation and completion.
    • Generative AI and AI, in general, have the potential to serve as “copilots” for professionals across various fields, providing support, automating tasks, and enhancing productivity. This technology can also generate code snippets or complete partially written code.
    • Microsoft was careful to stress that building a successful AI copilot needs to happen with safety and responsibility top of mind. With the ubiquity of AI solutions in the workforce, safety, security, explainability, and lack of bias will continue to be crucial considerations.
    • The advent of generative AI plugins signifies a significant breakthrough in enabling developers to harness this technology. ChatGPT was specifically designed based on an open standard, so I think there’s great potential for widespread adoption and collaboration in the developer community. Particularly as the industry faces a developer shortage, the benefits of increased productivity, reduced repetitive tasks, improved code quality, enhanced debugging capabilities, accelerated development cycles, and better utilization of developer expertise are apparent.
  • Adobe announced the integration of Adobe Firefly generative AI models into Adobe Photoshop. Initially in beta, the update brings Firefly directly into Photoshop through the new Generative Fill tool. Generative Fill allows users to generate -commercial-use images by training on Adobe Stock’s image collection. In theory, this lets creators generate images without infringing on intellectual property. The tool allows for the visualization of ideas through text prompts with non-destructive editing – creators can produce content in separate layers to test creative possibilities without altering the original image. The real advantage here is allowing users to explore ideas, test out various concepts, and produce content variations at a rapid rate, boosting productivity. This could be a game changer for marketing departments and creatives if the AI models advance enough to produce realistic, consistent results.
    • In addition to Generative Fill, Adobe’s latest Photoshop release introduces other upgrades to transform creative workflows and save time. These include new adjustment presets, contextual edits, simple removal tools, and enhanced gradients. These features are all designed to streamline the creative processes. Adobe plans to make the update generally available in the second half of 2023. I’ve been casually testing Firefly over the last couple of months (and joined the Discord community and learned some tips), and some prompt nuances drastically change the quality of the outcome. Like most AI productivity tools, Firefly has a long way to go before drastically changing how creatives generate images. However, with each iteration, Firefly – and more so with integrating Firefly into Photoshop – comes closer to the promise of enhancing productivity and unleashing creative potential. A polished model and the capabilities across Adobe’s Creative Cloud could be transformative for creative work.
  • Zoom has partnered with Anthropic, an AI safety and research company, to bring the Claude large language model (LLM) chatbot to its Zoom Contact Center portfolio. This collaboration follows Zoom’s integration of OpenAI’s ChatGPT LLM into Zoom IQ. Zoom has adopted a federated approach to AI, incorporating various AI models, including its proprietary models, third-party LLMs, and select customers’ models. This flexibility allows Zoom to customize AI models based on specific business needs. The partnership with Anthropic also includes a strategic investment by Zoom Ventures.
  • Claude, the AI assistant developed by Anthropic, is a chatbot designed to assist users in various tasks and interactions. It has a large context window, enabling it to comprehend lengthy text quickly. Claude can be customized to align with specific brand requirements and escalate issues to human interaction when necessary. By integrating AI assistants like Claude, Zoom aims to enhance productivity, streamline processes, and improve the employee experience while addressing potential job displacement concerns. Integrating AI in the workplace poses two challenges for employees: the fear of job displacement and concerns regarding employee engagement and fear. Job displacement anxiety stems from the potential for AI to replace certain roles, while skepticism and fear arise from worries about job security and the loss of the human touch. Companies must address these challenges by addressing employee concerns, providing AI training, and effectively managing the workforce.
  • Webex and Voiceitt have teamed up to improve workplace accessibility for individuals with non-standard speech. Voiceitt’s speech recognition technology enables those with speech disabilities, degenerative diseases, brain injuries, developmental disorders, or strong accents to communicate accurately during video meetings. The technology customizes to individual users, learning their speech patterns and using machine learning algorithms to ensure reliable and flexible communication. Voiceitt for Webex is available now in the Webex Hub. This partnership is a significant step in enabling those with speech impairments to participate effectively and be understood during virtual meetings and fostering collaborative work environments where everyone’s voice is heard.

Personal Computing/ Collaboration (Anshel Sag)

  • N/A

Quantum Computing (Paul Smith-Goodson)

  • Atom Computing has achieved a breakthrough in quantum technology by measuring specific qubits in an atomic array during computation without disturbing others. This is known as mid-circuit measurement and has been demonstrated before on superconducting and trapped-ion quantum technologies. Still, Atom Computing is the first to do so on a commercial atomic array system.
    • This capability allows a calculation to be checked and to make decisions based on the measurement results. It’s like having an IF/THEN statement in classical computing. This ability allows errors to be detected and corrected in real-time, making quantum computations more reliable.
  • This was reported by Xinhua news agency in China. I am quoting it as published because I have not seen any verification: “A 176-qubit quantum computing platform named Zuchongzhi went online for global users Wednesday night, which is expected to push forward the development of quantum computing hardware and its ecosystem, according to the Center for Excellence in Quantum Information and Quantum Physics under the Chinese Academy of Sciences.
  • Zhu Xiaobo, a chief engineer of the project and professor at the University of Science and Technology of China (USTC), said that the research team improved the 66-qubit chip of Zuchonghi-2 by adding control interfaces of 110 coupled qubits, allowing users to manipulate 176 quantum bits.
  • Zuchongzhi 2 is a 66-qubit programmable quantum computing system made in 2021, which can perform large-scale random quantum circuits sampling about 10 million times faster than the fastest supercomputer at that time.”
  • IonQ announced that its flagship system, IonQ Aria, is now available on Amazon Braket. Amazon Braket is a quantum computing service provided by AWS. IonQ’s smaller Harmony system processor has been available on Amazon Braket since 2020. IonQ Aria has 25 algorithmic qubits and is more than 65,000 times more powerful than IonQ Harmony. IonQ’s error mitigation technology is also available to improve the accuracy of quantum computations. Peter Chapman, CEO and President of IonQ, said that Amazon Braket had played a key role in commercializing quantum computing.
  • Quantinuum released its System Model H2, the highest-performing quantum computer ever built, according to Quantinuum. The H2 quantum processor has enabled the controlled creation and manipulation of non-Abelian anyons, essential for developing topological qubits and fault-tolerant quantum computers. Scientists from Quantinuum, in collaboration with researchers from Harvard University and Caltech, demonstrated a new state of matter called a non-Abelian topologically ordered state. The H2 processor features 32 fully-connected, high-fidelity qubits and an all-new architecture that advances the System Model H1’s linear design. The H2 processor launches with a Quantum Volume of 65,536, surpassing the last record announced using the H1-1 in February.

Retail Tech (Melody Brue)

  • N/A

Security (Will Townsend)

  • Cisco recently announced its intent to acquire Armorblox. It’s a wise move, especially given Cisco’s vision to deliver security with contextual awareness through the cloud. Armorblox provides Cisco with intelligence depth and breadth through generative AI that could facilitate better interaction and understanding of security control points.

Space (Paul Smith-Goodson)

  • N/A

Columns Published 

  1. Bosch Partners With Plus To Power Commercial Vehicles With Semi-Autonomous Driving Features, by Patrick Moorhead
  2. Evident In Its Recent Earnings That Synopsys Reaping The Rewards Of Its Long-Term AI Investments, by Patrick Moorhead
  3. Ampere’s AmpereOne Wants To Achieve Chip Nirvana: More Datacenter Compute For Less Power, by Patrick Moorhead
  4. SAP Wants To Future-Proof Businesses With AI, by Patrick Moorhead
  5. Singapore Bank DBS: A Blueprint For Digital Transformation In Finance, by Patrick Moorhead
  6. IBM Shows Its Full-Stack Generative AI Enterprise Offering Could Be A Force To Reckon With, by Patrick Moorhead
  7. Axiado Sampling The Industry’s First AI-Driven Security Chip For The Datacenter, by Patrick Moorhead
  8. AI Is The Future Of Gaming And NVIDIA’s New RTX 4060 Optimizes For It, by Patrick Moorhead
  9. Cohesity Promotes Responsible AI And Security Partnerships At Catalyst Event, by Patrick Moorhead
  10. Small Industries Development Bank Of India Pilots Tokenized Collateral Network On Blockchain, by Patrick Moorhead
  11. Arm’s Newest Technologies Aim To Cement Its Position As An IP Leader, by Anshel Sag
  12. Dell TechWorld 2023 — Security, AI, And Multicloud, by Matt Kimball
  13. The T-Mobile For Business Unconventional Awards: Take Two! By Will Townsend
  14. The Definitive Google Pixel Watch LTE Review: Beautifully Flawed, by Anshel Sag
  15. JPMorgan Chase And QC Ware Collaborate On Quantum Finance Breakthrough In Deep Hedging, by Paul Smith-Goodson

Blogs Published (MI&S)                                                             

  1. Meta Discloses Its Second Custom Processor, And This Should Interest Investors, by Patrick Moorhead
  2. Aeromexico Flies To The Cloud To Improve Agility, by Patrick Moorhead
  3. 3 Things Regulators Need To Understand About The Adobe-Figma Deal, by Patrick Moorhead
  4. Broadcom-VMware Promotes Multi-Cloud Competition, And Regulators Need To Comprehend That, by Patrick Moorhead
  5. AI- Revolutionizing Chip Design Through AI-Driven EDA Suite, by Patrick Moorhead
  6. Dell’s Apex Managed Device Services Offer Flexible IT Device Management For SMBs For $70 Per Month, by Patrick Moorhead
  7. Oracle Making AI For Business A Reality With Latest Fusion HCM And SCM Updates, by Patrick Moorhead
  8. Big 5G Event 2023 Focuses On 6G & Open RAN, by Will Townsend
  9. Zoom Aims To Supercharge Productivity With Claude LLM And A Federated Approach To AI, by Melody Brue
  10. Campfire Is Simplifying Holographic Collaboration With A Single Platform For All Devices, by Anshel Sag
  11. Zoho Adds ChatGPT Functionality And Introduces Apps And Services For Small Businesses And Entrepreneurs, by Melody Brue
  12. EdgeQ Aims To Disrupt The 5G Radio Access Network Space, by Will Townsend
  13. Autonomous Data Warehouse – This Is A New Oracle, by Matt Kimball
  14. IBM Quantum Safe Technology: Protects Data From Encryption-Busting Attacks By Next-Generation Quantum Computers, by Paul Smith-Goodson
  15. HPE Aruba Networking Sets Its Sights On Agile NaaS At Atmosphere 2023, by Will Townsend
  16. Box Introduces Box AI To Bring The Power Of AI To Enterprise Content, by Melody Brue
  17. New Desk, Who Dis? Hot Desking And The Hybrid Workplace, by Melody Brue
  18. RSA Conference 2023 Ushers In The Age Of Artificial Intelligence, by Will Townsend

Research Paper(s):

  • N/A

Podcasts:

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

  1. The G2 on 5G Podcast – John Deere, T-Mobile, AT&T, Dish, SK Telecom, SpaceX
  2. The G2 on 5G Podcast – EdgeQ 5G SoC, AST SpaceMobile Licenses AT&T Bands, Dish Churn, Singtel 5G MEC

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

  1. Ep 169: We are Live! Talking SAP, Dell, Microsoft, NVIDIA, Marvell, Lenovo
  2. The Six Five – On The Road with Ed Ward at Dell Tech World
  3. The Six Five – On The Road with Doug Schmitt at Dell Tech World
  4. The Six Five – On The Road: Lattice Analyst & Investor Day
  5. The Six Five Insider with Dell’s Adam Glick, Sr. Director of Portfolio Marketing for APEX and Multicloud
  6. The Six Five Insider at IBM Think: Unleashing the AI-First Enterprise
  7. The Six Five CXO at IBM Think: IBM Ecosystem Strategy
  8. Ep 168: We are Live! Talking IBM, Slack, Google, Tableau, GlobalFoundries, and Luminar

Moor Insights & Strategy Podcast

  1. N/A

Press Citations: 

  1. Ampere Computing / DataCenterknowledge https://www.datacenterknowledge.com/supercomputers/ampere-launches-next-generation-192-core-server-processor
  2. Axiado / PRNewsWire Axiado Samples World’s First AI-Driven Security Processors (prnewswire.com)
  3. Axiado / bisinfotech World’s First AI-Driven Security Processors – Bisinfotech
  4. Cybersecurity / Cybersecuritydive Royal messes with Texas | Cybersecurity Dive (Will Townsend)
  5. Cybersecurity / Embedded Security processors use AI to detect attacks on next-gen servers (embedded.com)
  6. Frore Systems / Techpowerup The World’s First Mini PC to Feature Frore Systems AirJet Launched at COMPUTEX 2023 | TechPowerUp Forums
  7. Google / Itworld Canada https://www.itworldcanada.com/post/google-reportedly-researching-user-behavior-with-pixel-fold(Anshel Sag)
  8. Google / AndroidCentral https://www.androidcentral.com/phones/no-google-pixel-flip-yet(Anshel Sag)
  9. Google / Marketwatch https://www.marketwatch.com/story/google-i-o-2023-is-all-about-ai-176f05f
  10. Google / Wired https://www.wired.com/story/google-doesnt-need-you-to-buy-a-pixel-fold/(Anshel Sag)
  11. IBM / Cioaxis https://www.cioaxis.com/just-in/ibm-unveils-quantum-safe-technology-and-roadmap
  12. IBM / Expresscomputer https://www.expresscomputer.in/artificial-intelligence-ai/ibm-unveils-end-to-end-quantum-safe-technology-to-safeguard-governments-and-businesses-most-valuable-data/97913/
  13. IBM / Wagmtv https://www.wagmtv.com/prnewswire/2023/05/10/ibm-unveils-end-to-end-quantum-safe-technology-safeguard-governments-businesses-most-valuable-data/?outputType=amp
  14. IBM / Securityweek https://www.securityweek.com/ibm-delivers-roadmap-for-transition-to-quantum-safe-cryptography/
  15. IBM / Technode https://technode.global/prnasia/ibm-unveils-end-to-end-quantum-safe-technology-to-safeguard-governments-and-businesses-most-valuable-data/
  16. Juniper Networks / Fibre-Systems https://www.fibre-systems.com/news/juniper-networks-launches-rd-initiative-help-shape-next-generation-networks(Will Townsend)
  17. Juniper Networks / Telecomtv https://www.telecomtv.com/content/digital-platforms-services/juniper-networks-new-beyond-labs-initiative-seeks-to-solve-biggest-challenges-of-the-experience-first-networking-era-47494/
  18. Juniper Networks / PRNewsWire Juniper Networks’ New Beyond Labs Initiative Seeks to Solve Biggest Challenges of the Experience-First Networking Era (prnewswire.com)
  19. Marvell / SiliconAngle Shares of Marvell jump sky-high as it forecasts AI chip revenue to double – SiliconANGLE
  20. NVIDIA / Ruetir The big winner from the AI boom is neither OpenAI nor Microsoft. It’s NVIDIA and its “trillion” dollars – Ruetir
  21. Quantum / InsideQuantumTechnology Quantum News Briefs May 23: NATO contractor accused of smuggling quantum computing and other advanced technology to Russia; JPMorgan Chase & QC Ware collaborate on quantum finance for deep hedging; QCI signs letter of intent to acquire privately held artificial intelligence platform millionway + MORE – Inside Quantum Technology
  22. Smartglasses / CNN https://www.cnn.com/cnn-underscored/electronics/best-smart-glasses(Anshel Sag)
  23. TXOne Networks / Businesswire https://www.businesswire.com/news/home/20230509005424/en/TXOne-Networks-Booms-as-Companies-Globally-Prioritize-Protecting-ICS-Operations-and-Revenues

Company:

  • N/A

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

  • HP Poly Voyager Free 60+
  • HTC Vive XR Elite headset
  • Lenovo ThinkPad X1 Carbon
  • Oppo Find N2 Flip
  • Poly Voyager Free 60+ UC
  • Red Magic 8 Pro Titanium

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

  • May
  • AWE 2023, Santa Clara, May 31-June 2 (Anshel Sag)
  • June
    • Cisco Live – Las Vegas, June 4-8 (Will Townsend, Matt Kimball, Pat Moorhead)
    • The Six Five Summit, Online, June 6-8 (Patrick Moorhead, Paul Smith-Goodson, Melody Brue)
    • Google Applied ML Conference, June 9 (Paul Smith-Goodson)
    • Amazon Re:Inforce, Anaheim, June 13-14 (virtual) (Will Townsend)
    • AMD Datacenter & AI Day (virtual) (Patrick Moorhead)
    • Lenovo EMEA Summit, Budapest, June 13-15 (Matt Kimball)
    • Zscaler Zenith Live – Las Vegas, June 13-15 (Will Townsend)
    • Pure Accelerate, Las Vegas, June 14-16 (Matt Kimball)
    • HPE Discover – Las Vegas, June 20-21 (Matt Kimball, Will Townsend, Patrick Moorhead, Paul Smith-Goodson)
    • Samsara Analyst Day, Austin, June 21 (Melody Brue)
    • MongoDB World, New York, June 22 (Pat Moorhead)
    • Cisco Devices Analyst Tour – Oslo, Norway June 26-27 (Melody Brue)
  • July
    • IEEE International Conference on Quantum Software, Chicago, July 2–8 (Paul Smith-Goodson)
    • Lenovo Industry Analyst Conference, July 24-27 (Pat Moorhead)
  • August
    • HPE Discover – Las Vegas, June 20-23 (in person) (Will Townsend)
    • VMware Explore – Las Vegas, August 21-24 (virtual) (Will Townsend)
    • T-Mobile Industry Analyst Event, August 23-24 (Patrick Moorhead, Anshel Sag, Will Townsend)
    • Google Cloud Next, San Francisco, August 29-31 (Pat Moorhead)
  • August
    • VMware Explore, August 21-23 (Patrick Moorhead)
    • T-Mobile Analyst Event – Bellevue, August 23-24 (Will Townsend, Patrick Moorhead)
    • Google Cloud Next, August 28-32 (Patrick 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
    • 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. Chris Wilder, Contributor, Security
  9. 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
Patrick Moorhead
+ 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.