Moor Insights & Strategy Weekly Update Ending March 18, 2022

I hope you all had a wonderful week!  

Last week, Paul attended American Physical Society, Will attended the HPE CTG Event, and Matt virtually presented at the Nutanix Database Summit. I visited HPE’s HQ in Houston, TX. 

This week, several of us from the MIS team will be virtually attending NVIDIA GTC. Those attending will be Anshel, Steve, Matt, Paul, Will, and I.  I will be tuning into Enterprise ConnectHPE’s GreenLake launch and will attend Dell’s Match Play

Our MI&S team published 12 deliverables: 

The press quoted us with 6 citations. Journalists wanted to hear about AiFi, Arm, Cisco, Covid, and Crypto. 

Quick Insights:

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

  • It takes massive volumes of data to train machine learning models for image classification. MIT researchers have developed a method to create and use synthetic data to train other models. Results show that models trained with synthetic data can produce results equal to or better than ones using real datasets.
  • An international security conference explored how AI for drug discovery could be misused for de novo design of biochemical weapons. Within a few hours, tens of thousands of new toxic molecules were created, most of them variations of VX, one of the most toxic substances in the world. According to the research paper, “Without being overly alarmist, this should serve as a wake-up call for our colleagues in the ‘AI in drug discovery community. Although some domain expertise in chemistry or toxicology is still required to generate toxic substances or biological agents that can cause significant harm, when these fields intersect with machine learning models, where all you need is the ability to code and to understand the output of the models themselves, they dramatically lower technical thresholds.”  The paper was published in Nature here.

AR/VR (Anshel Sag)

  • N/A

Carrier/Wireless (Will Townsend)

  • BMW and T-Mobile announced a partnership to equip vehicles with 5G connectivity in the U.S. This alliance is a smart move by BMW, given that T-Mobile is the first Tier-1 carrier to deploy a standalone network that marries both 5G core and RAN. T-Mobile has also deployed a more mid-band spectrum that delivers the best balance of propagation and performance.      

Datacenter: 

  • Storage- (Steve McDowell) 
    • N/A
  • Networking- (Will Townsend) 
    • The Real Madrid soccer team and Cisco recently announced a partnership to create the largest Wi-Fi-connected venue in Europe. Cisco has considerable depth in the sports world, as evidenced by its work at the SoFi Stadium that hosted that last NFL Super Bowl. Wi-Fi 6 will serve the deployment well, given improvements in scaling device support and lower latency for video-intensive applications such as on-demand instant replay capabilities that fans can access via smartphones.     
  • Server- (Matt Kimball)   
    • N/A    

FinTech (Melody Brue)

  • N/A

IIoT and IoT (Bill Curtis)

  • This week, the Connectivity Standards Alliance announced a slip in the Matter specification delivery date. Some press and analyst reactions have been quite negative, but I have a different view. The delay of “a few months” is good news in the long run because it confirms that the CSA prioritizes Matter’s functionality and quality over schedule. Standards development is a slow, collaborative process. Members “don’t know what they don’t know” until many waves of interoperability tests are complete, so the specs must remain flexible until proven in real-world products. Delaying a few months has zero long-term consequences, but releasing a ‘standard’ prematurely that needs deep revisions would stall deployment for one or two product cycles and turn off early adopters and influencers. I’m pleased to see that the CSA wants to do it right, even if it’s not easy, and I stand by my predictions that we’ll see the first wave of Matter-based consumer products in-market late this year and a “gold rush” of interoperable products beginning in 2023.

Personal Computing/ Collaboration (Anshel Sag) 

  • N/A

Quantum Computing (Paul Smith-Goodson)

  • Russia’s invasion of Ukraine and the implications of US involvement raises the issue of cyberattacks and cybersecurity. Disabling our power grid would be one of our nation’s most crippling non-kinetic attacks. Although quantum is still in the prototype stage, it is on the edge of commercialization. A future system would have no trouble breaking the encryption protecting our grid. And although not an immediate concern, the US needs to make sure it maintains the lead in AI and quantum. We can’t afford for our adversaries to get there before us. The Hudson Institute has published a report “Risking Apocalypse? Quantum Computers and the US Power Grid” that provides a perspective on the issue. It can be found here.
  • The Israeli government sees quantum computing as a national security issue given the neck and neck quantum computing race between China and the United States. The Israel Innovation Authority will build a state-owned computer that has been funded with almost USD 62M. Within a year, a consortium of companies plans to build a quantum computer with about 20 qubits using US expertise from companies such as IonQ and ICM. Israel has made it clear it will develop its machine from scratch.
  • Photonics is stepping up the pace internationally: 
    •  Denmark is funding the development of a photonic quantum computer and associated quantum algorithms. PhotoQ will build a photonic quantum computer based on pioneering research from DTU.
    •  Germany is also building a photonic quantum processor. The project is named PhoQuant and is led by Q.ant, also with 13 other German organizations.  

Security (Will Townsend)

  • It is no surprise that the U.S. federal government is proposing a new bill to bolster the protection of the Department of Veteran Affairs, given the concern over Russia’s use of cyber warfare in its attack on Ukraine. On the surface, the specific details are somewhat vague, but I believe that legislators will seek advice from leading cybersecurity solution providers, many of whom hail from Silicon Valley.       

Space (Paul Smith-Goodson)

  • N/A   

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

  1. Qualcomm Ventures Had A Banner 2021, by Patrick Moorhead
  2. T-Mobile Introduces First 5G Automotive Service With BMW, Called ‘Magenta Drive’, by Patrick Moorhead
  3. Momentum For Amazon’s Climate Pledge Continues To Snowball, by Patrick Moorhead
  4. Mobile World Congress 2022 Delivers In Three Key Areas, by Will Townsend

Blogs Published (MI&S)                                                              

  1. The Galaxy Tab S8 Ultra Is Not For Everyone And That’s OK, by Patrick Moorhead
  2. Qualcomm Showing It Is Very Much Still In The 5G Leadership Position, by Patrick Moorhead
  3. Renesas Showcases Company Culture, Financial Growth At Analyst Day 2022, by Patrick Moorhead
  4. No Programming Experience? Zoho Wants That To Be No Problem With Its Creator Platform, by Patrick Moorhead
  5. 2022 IoT Technology Trends The Era Of IoT Plug-And-Play Begins, by Bill Curtis
  6. VAST Data Demonstrates Its Impressive Momentum, by Steve McDowell

Research Paper(s):

  • N/A

Podcasts:

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

  • N/A

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

  • N/A

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

Moor Insights & Strategy Podcast

  • Hyther Nizam Zoho’s Pres MEA & VP Prod Dev Talking Transnational Localism Approach to Global Growth
    • What is transnational localism? How did Zoho start thinking this way?  
    • How has transnational localist thinking guided the growth of Zoho in MEA?
    • What does this mean for partners, customers, and the communities you serve?
    • How is it different from the traditional software company growth/expansion approach?
    • Talk about Zoho MEA growth in the last three years. (Hyther will share some interesting anecdotes)
    • What’s next for Zoho MEA and Zoho global expansion?

Press Citations: 

  1. AiFi / Techblog https://techcrunch.com/2022/03/11/aifi-autonomous-retail-series-b/  (Melody Brue)
  2. Arm, Chips / Silicon Angle https://siliconangle.com/2022/03/16/arm-rival-sifive-raises-175m-accelerate-development-alternative-risc-v-chip-architecture/
  3. Cisco / Marketscreener https://www.marketscreener.com/quote/stock/CISCO-SYSTEMS-INC-4862/news/Cisco-What-top-tech-analysts-have-to-say-about-our-latest-Purpose-Report-39780741/
  4. Cisco, 5G / Newsroom.cisco.com https://newsroom.cisco.com/feature-content?type=webcontent&articleId=2225186 (Will Townsend)
  5. Covid, China / Barrons https://www.barrons.com/articles/companies-feel-repercussions-after-chinas-covid-lockdowns-51647271378
  6. Crypto /  Cryptonews https://cryptonews.com/exclusives/what-can-we-learn-from-canadian-crypto-freeze-as-war-europe-rages.htm (Melody Brue)

Company:

  • N/A

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

  • HP Omen 45L Desktop 
  • HP Omen 27c Gaming Monitor 
  • Lumina webcam
  • MSI Creator 15 OLED Laptop
  • Microsoft Surface Go 3 with LTE
  • Samsung S22 Ultra and S22.

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

  • March
    • NVIDIA GTC, March 21-24 (Anshel Sag, Steve McDowell, Matt Kimball, Patrick Moorhead, Paul Smith-Goodson, Will Townsend, virtual)
    • HPE GreenLake Day, March 22, online (Patrick, Steve, Will, and Matt)
    • Dell Match Play, March 26, Austin (Patrick)
    • Nutanix Database Summit, March 26 (virtual presenter) (Matt Kimball)
    • Aruba Atmosphere, March 27- April 1 (Will Townsend)
    • Datacenter World, Austin, March 28-31 (Matt Kimball, Steve McDowell)
  • April
    • Advisories, Seattle, April 5-7 (Patrick Moorhead)
    • IBM Quantum Open House, April 12 (Paul Smith-Goodson)
    • Open Networking & Edge Executive Forum, April 12-14, virtual
    • NetApp Investment Analyst Day, April 22 (Steve McDowell)
    • NVIDIA Investment Analyst Day, April 22 (Steve McDowell)
    • NAB Show, Las Vegas, April 24-27 (Steve McDowell)
    • Zoho Day ‘22, Austin, April 25-27 (Patrick Moorhead)
  • May
    • Dell Tech World, Las Vegas, May 2-5 (Matt Kimball, Steve McDowell, Patrick Moorhead, Will Townsend)
    • MediaTek Analysts Day, Scottsdale, May 9-11 (Anshel Sag, Will Townsend)
    • IBM Think, May 9-13 (Steve McDowell, Patrick Moorhead)
    • Red Hat Analyst Summit, May 10-11 (Matt Kimball)
    • Intel Vision, May 10-11 (Steve McDowell)
    • Big 5G Event – Austin, May 16-17 (Will Townsend)
    • Computex, May 24-27, (Patrick Moorhead –tentative)
    • Dell Tech World, Las Vegas, May 25 (Matt Kimball)
  • June
    • RSA – San Francisco, June 6-9  (Will Townsend)
    • Six Five Summit 2022, Virtual, June 7-9 (Patrick Moorhead)
    • Google Applied ML Conference, June 9 (Paul Smith-Goodson)
    • Lenovo Analyst Summit, June 13-15, (Matt Kimball)
    • Cisco Live, June 12-16 (Patrick Moorhead, Will Townsend)
    • Zscaler Cloud Summit – Las Vegas, June 21-23 (Will Townsend)
    • HPE Discover, June 28-30, Las Vegas (Matt Kimball, Paul Smith-Goodson, Steve McDowell, Will Townsend)
  • July
  • August
    • Flash Memory Summit, Aug 2-4, Santa Clara (Steve McDowell)
  • September
    •  
    • SNIA Storage Developer Conference, San Jose, Sept 28-29 (Steve McDowell)
  • October
    • Open Compute Global Summit, October 18-19 (Steve McDowell)

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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, Semiconductors, Automotive 
  2. Bill Curtis, Analyst In-Residence, IIoT, and Deep IoT Technology 
  3. Matt Kimball, Principal Analyst, Datacenter Servers, CI, and HCI 
  4. Melody Brue, Principal Analyst, Financial Tech
  5. Steve McDowell, Principal Analyst, Datacenter Storage, and Storage Technologies 
  6. Anshel Sag, Principal Analyst; V.R., P.C. Gaming, Mobile Platforms 
  7. Paul Smith-Goodson, Principal Analyst; Machine Learning, A.I. and Quantum Computing 
  8. Will Townsend, Principal Analyst; Security, Carrier Services, Networking 
  9. Chris Wilder, Contributor, Security 

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, AP., AR, travel, writer 
  5. Lee LeClercq Williams, Business Associate 
  6. Jacob Freyman, Writer, and Researcher 
  7. Connor Kenyon, Six Five Sales & Business Development