Moor Insights & Strategy Weekly Update Ending May 3, 2024

By Patrick Moorhead - May 8, 2024

The Moor Insights & Strategy team hopes you had a great week!

Last week, Anshel attended MediaTek Analyst Day in Scottsdale.

This week, Will will be attending the RSA Conference.  Matt will be attending Red Hat Ansible Fest in Denver. I am attending ServiceNow Knowledge 24 in Las Vegas.

Next week, Matt will attend the International Super Computing Conference, and Robert will attend Blue Yonderin Dallas.  Melody will be attending Avaya ENGAGE in Denver.

Our MI&S team published 15 deliverables:

Last week, the press quoted us with 3 citations. They wanted to hear about Oracle, Qualcomm earnings, and Samsung.


MIS Quick Insights: `

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

  • I deal with news about AI almost hourly. However, even to me, this news is stunning. However, it shows how far we have come with AI, and if accepted, it will be a forerunner of new uses of AI in the media.
  • Ukraine’s Ministry of Foreign Affairs has “hired” Victoriya Shi as the department’s spokesperson. What’s so unusual about that?  Victoriya is an excellent digital avatar, in my opinion. According to Barrons, Shi’s appearance and voice are modeled after a real person: Rosalie Nombre, a singer and former contestant on Ukraine’s version of The Bachelor reality show. For now, her appearances will be a video that is scripted by the Foreign Ministry. Still, there could come a time when the model is trained on vast amounts of Ukrainian foreign policy data and opinions and has the capability for ad hoc interaction. This is an instance where an AI hack could cause an international incident or even another war. Her first video can be seen here:
  • Large language models (LLMs) have demonstrated an impressive ability to solve math problems. However, there is a concern in a study released on 02 May 2024 that the model’s test scores aren’t good because the models understand the math. They were exposed to similar problems as part of its training data. To test this theory, a new benchmark called Grade School Math 1000 (GSM1k) was created, similar to the current standard for measuring basic math reasoning called the GSM8k benchmark.
    • When LLMs were tested using the new GSM1k benchmark, their accuracy dropped by up to 13%. Some models, like Phi and Mistral, showed signs of overfitting, meaning they performed well on the training data but not on new data. However, other models, like Gemini, GPT, and Claude, didn’t show much overfitting.
    • It is theorized that the models whose scores dropped may have partially memorized the problems in the original standard benchmark (GSM8k) rather than truly understanding how to solve the issues.

AR/VR/XR (Anshel Sag)

  • N/A

Carrier/Wireless (Will Townsend)

  • AT&T recently launched its Turbo service, designed to enhance data connectivity for mobile users using latency-sensitive applications such as mobile gaming and video conferencing. Given the recent net neutrality ruling, some in the general press wrongly assume the service violates the new legislation. That is not true – it is application-independent, built upon open internet principles, and provides a more consistent latency profile for data usage only. Turbo is not technically 5G network slicing. Still, these concerns pose a potential challenge for mobile network operators who hope to monetize virtual slices of public networks for discrete use cases.

Client Computing (Anshel Sag)

  • N/A

CRM (Melody Brue)

  • N/A


Networking– (Will Townsend)

  • There has been a bevy of Wi-Fi 7 access point launches, most recently by HPE Aruba Networking. HPE’s solution offers several features that improve wireless propagation, device support, security, and GNSS integration for precise location service support. The latter plays into Aruba’s history of offering location-based services, which the company has now moved away from, allowing its Meridian ecosystem to deliver. I like the company’s focus on providing GNSS as a key differentiator and a capability that the broader ecosystem can monetize with Aruba’s latest access points.

Compute/Storage/Cloud (Matt Kimball)

  • AMD had a killer 1QFY24 in the datacenter. Year-over-year (YoY) growth of 80% was the highlight of many pundits despite a Wall Street response that was slightly less than kind. I believe there is a reason for this lack of Wall Street enthusiasm. The 80% YoY growth was fueled by revenue generated from the launch of the MI300. Sequential growth was less impressive, at 2%. Further, guidance for 2QFY24 was positive but not overly strong. So, looking at the impact of MI300 on the datacenter revenue equation, we don’t see the accelerated growth that I believe many on Wall Street were hoping for.
    • Here’s why the market should be encouraged by what is happening in AMD’s datacenter business—enterprise adoption. While Lisa Su talked about the lack of enterprise adoption on what seemed like every quarterly reporting webcast for the last few years, I’ve noticed this tide changing over the previous three (quarters). In this quarter’s reporting, customer names started appearing – American Airlines, Emirates, and Shell, to name just a few. It is this adoption that creates a robust business. While EPYC has been strong in cloud and HPC, this lagging adoption segment indicates that EPYC will have legs even as performance crowns shift back and forth with Intel and Arm (which will inevitably happen).
    • It is good to see these indicators of EPYC’s market strength (and resilience) even if Wall Street doesn’t reward the company.
  • Is Arm merchant silicon at risk? Specifically, is Ampere at risk as more hyperscale operators move to first-party silicon development? A couple of news items stood out to me over the last week.
    • First, some details were leaked on AmpereOne-2 and AmpereOne-3, showing increased core counts and overall feature sets (DDR-5, PCIe Gen5). These should/will support far better performance for cloud workloads and general workloads.
    • Second, a report out of Asia compared Ampere Altra’s performance relative to AWS Graviton2, Graviton3, and Intel Xeon (Sapphire Rapids). Note that EPYC was not included. It essentially showed Altra outperforming all three of these CPUs. While I don’t buy into such posts, the point is taken – Ampere makes a solid CPU.
    • As the hyperscalers have largely embraced Arm as a deployed architecture (albeit tailored), the next frontier for Arm is 2nd tier and next-wave CSPs. This is where vendors like Ampere should focus their efforts. Trying to hold on to the hyperscale market is an inevitable exercise in futility. No third party will ever be able to hit the specific performance per watt (and performance per dollar) requirements. However, these down-market customers are ripe for adoption.
  • (AI): There are many barriers to enterprise organizations adopting AI – especially GenAI. One of the biggest challenges? Making use of all of that precious data that exists in enterprise database platforms across the company. With this backdrop, enter Oracle Database 23ai. Though the company has been building AI and AI hooks into its database platform for the last 15 years, its latest release exposes all these connective pieces and more to effectively create an “easy button” for GenAI at the enterprise level. Want to take that LLM and import all of your historical data residing in SQL (or other) databases? This is precisely what 23ai does. While Oracle is a prominent player in the AI market, understanding its approach is now very obvious. And frankly, it is way ahead of the market.
  • (INFRA)Can we finally discuss Supermicro (SMC) as a tier-one server OEM? During a time when the server market has tanked, SMC has seen unprecedented growth through its presence in growth markets such as cloud and AI. Indeed, where other server vendors point to softness in the market and other external factors as reasons for contraction, SMC has seen 200% YoY growth.
    • I am a big fan of how agile SMC has been in designing and deploying platforms that are more tailored to these two growth areas (cloud, AI). Being able to do this without the legacy challenges faced by its competitors has been a big reason for its success.
  • (CLOUD): Amazon’s recent quarterly earnings show an AWS run rate of $100b annually. Does anything more need to be written? $100b. While this tells us that AWS continues to dominate the cloud, it also shows how rich the cloud opportunity is.
    • To be sure, AWS’s success indicates Azure, OCI, and GCP will continue to benefit from this growth as well. As will new cloud providers, such as CoreWeave, who just secured an additional $1.1b in funding and an incredible $19b valuation. It will be a fun year for cloud and AI tech – buckle up and enjoy the ride!

Data Security (Robert Kramer)

  • N/A

Enterprise App  (Melody Brue)

  • Jira has been updated by combining the best features of Jira Work Management and Jira Software into a single project management tool. The new Jira is designed to assist teams in improving their performance. It includes features such as goal tracking, AI-powered shortcuts, improved visualization options, and integrations with Confluence and Loom to facilitate knowledge sharing. These features aim to enhance cross-functional connectivity and streamline communication among all teams – not just IT and DevOps – enabling them to work more collaboratively and efficiently. I love this update because I used Jira for years when my marketing team worked closely with product and engineering teams. I found it very efficient for staying organized, keeping track of manageable (not too much, but not too little) workloads, and keeping teams informed. A version of Jira built for any team is something I’m excited to take a deeper dive into.
  • Within Amazon Q Business, an AI-powered enterprise assistant aimed at simplifying information access and streamlining workflows, Amazon has introduced Q Apps. Q Apps enable employees to generate customized applications without coding expertise. By describing their requirements in simple language, users can prompt Amazon Q Apps to create tailored applications to tackle specific organizational tasks.

ESG (Melody Brue)

  • N/A

Enterprise Data (Robert Kramer)

  • Informatica releases 1Q2024 financial results.
    A positive start to the year as Cloud Subscription ARR increased 35% yoy to $653 million and Subscription ARR increased 13% yoy to $1.16 billion.
  • “We achieved strong first quarter results as we continue to execute our cloud-only strategy and have become the AI-powered data management platform for mission-critical operational workloads for enterprises,” said Amit Walia, CEO of Informatica.
  • Amazon Web Services (AWS) releases enterprise AI assistant Amazon Q.
    • Within Amazon Q is QuickSight, which focuses on enterprise data – it is about improving data. It provides business analysts, users, and executives access to customized data. Business analysts build dashboards, users ask questions interacting with the data, and executives review summaries.
    • AWS Supply Chain advances with the soon-to-be-released Amazon Q feature, giving inventory, supply, and demand managers relevant data-driven answers to enhance decision-making in the supply chain.
  • Oracle releases Database 23ai and includes Oracle AI Vector Search plus more than 300 features focused on using AI with data, accelerating app development, and running mission-critical workloads.
  • The new AI Vector Search capabilities allow customers to search for documents, images, and unstructured data. Oracle Database 23ai uses AI, where the data lives in real-time.
    Available in OracleCloud (OCI) on OracleExadata Database Service, Oracle Exadata Cloud@Customer and OracleDatabase Service, and Oracle Database@Azure.
  • MongoDB announces new capabilities for Atlas.

ERP/SCM (Robert Kramer)

  • ERP systems centralize master data files and serve as a backbone for connected business applications. They are indispensable for data management, data accessibility, and ensuring accurate information flows across business operations and their technology stacks.
  • Modern ERPs are increasingly hosted in the cloud and include advanced analytics and real-time reporting, enabling businesses to obtain more insights and make decisions quickly.
  • These systems integrate with other applications and tools, such as customer relationship management (CRM), supply chain management (SCM), business intelligence (BI), manufacturing execution system (MES), project management systems, e-commerce, and much more, to support a unified technology ecosystem. Integrating advanced technology with generative AI, machine learning (ML), and automation enhances processes, data efficiency, and operations.
  • Look for my upcoming article featuring Modern ERP Systems with Infor’s CEO, Kevin Samuelson.

Financial Tech (Melody Brue)

  • N/A

HCM (Melody Brue)

  • N/A

IIoT and IoT (Bill Curtis)

  • One of the many things Tesla did correctly was to build the world’s largest network of fast chargers. So, most Tesla observers were surprised when the company laid off the 500-employee Supercharger group this week. Elon Musk explained the move on X: “Tesla still plans to grow the Supercharger network at a slower pace for new locations and more focus on 100% uptime and expansion of existing locations.” Fast charger availability is a significant obstacle to extending EV deployment beyond dense urban environments, so press and social media reactions are strongly negative. However, this move is a logical progression from a new, proprietary technology to an established, open industry standard. Tesla got into the charging business to help sell cars and to pioneer high-current DC charging. Mission accomplished. Last fall, the company gave the technology to NCAS (North America Charging Standard). Now that the charging industry has unified around a standard, and automakers like Ford and GM are licensing the technology, there’s no reason for Tesla to continue investing. With $623 million in government grants available for building EV charging networks in the US and other car companies benefitting equally, why would Tesla continue to invest?
  • The Linux Foundation’s LF Edge organization announced four new projects at this week’s Open Networking and Edge Summit, bringing the total to 16. The latest projects are (1) EdgeLake, a decentralized data network; InfiniEdge AI, a platform for deploying AI models on small edge devices; (3) OpenBao, an encryption management system for distributing certificates, keys, and other sensitive information; and (4) InstantX, a cloud platform from Vodafone that enables “real-time” data exchange within a geographic area. LF Edge has amassed an extensive portfolio of innovative technologies, but the group needs to focus on delivering a unified, commercial-grade platform where combinations of the 16 projects can interoperate.
  • CNH Industrial (Case IH, New Holland brands) announced a collaboration with Intelsat to provide industrial-grade terminals for agricultural equipment operating in Brazil. Beginning in the second half of 2024, Brazillian farmers anywhere in the country can take advantage of precision agriculture capabilities previously limited to the 19% of farmland served by cellular service with high-speed internet. Expansion into the US, Australia, and other countries is next. The United Nations Food and Agriculture Organization states that less than 33% of the world’s surface has mobile network coverage, and the percentage is much lower for tillable land. John Deere announced a strategic partnership with SpaceX earlier this year for the same reasons.

Modern Work (Melody Brue)

  • Now available in GA and targeted to knowledge workers, Amazon Q Business is an AI-driven enterprise assistant that aims to simplify information access and streamline workflows. Users can inquire about data, summarize findings, and converse like other AI assistants. However, Q Business further enables users to construct secure, personalized AI assistants with adaptable responses adhering to company standards.
    • Amazon introduced a new content creation mode within the web interface in its latest general availability release. In this mode, Q Business leverages internal GAI models for tasks like summarizing responses and crafting personalized emails without directly accessing enterprise content. Additionally, pre-built data connectors and plugins facilitate data integration and enable seamless actions within enterprise systems such as Jira and Salesforce.
    • Amazon Q integrates with numerous widely-used data repositories such as Amazon S3, Salesforce, Google Drive, Microsoft 365, ServiceNow, Gmail, Slack, and Zendesk, enabling it to provide precise and pertinent responses to business inquiries within an enterprise.
      Administrative controls offer global and topic-level configurations, empowering organizations to manage access permissions effectively and enforce response generation exclusively from enterprise data sources.
  • AWS also released Amazon Q in Connect, an update to its predecessor, “Amazon Connect Wisdom,” a machine learning solution that equips employees with unified knowledge for customer service. Within Connect, Amazon Q can now provide contact center agents with recommended responses to customer inquiries, guide them through sales processes, and help expedite issue resolution. This is done by employing real-time conversation data and integrating it with company information to offer contextual guidance and suggest the best next actions for every agent.
  • To uphold security and privacy standards, Amazon Q exclusively furnishes information that aligns with the requester’s authorization level, determined by their role. This mechanism is particularly effective in contact center escalation models, where delineated access levels regulate the dissemination of customer data across different support tiers.
    Amazon Q Business and Q Connect are part of a bigger Q release that several analysts covered in a research note.
  • Robin, a company focused on workplace collaboration, has launched a new metric called CollabScore to help businesses benchmark their in-person collaboration efforts. The score is based on workplace occupancy, ad hoc collaboration, and planned collaboration. Robin believes that by measuring in-office collaboration, companies can facilitate more in-person interactions, improving innovation, teamwork, and business outcomes. This is an interesting offering since there is still so much disagreement about a return to office vs hybrid work or work from home and how much collaboration is lost in the latter two. One metric won’t answer that question definitively, but I’m curious to see the data points.

Personal Computing  (Anshel Sag)

  • Semiconductors/Mobile – Qualcomm reported better-than-expected earnings. It guided upward on the back of Automotive and AI growth, citing that it had a $45 Billion automotive design pipeline, and 1/3 of that is ADAS.
  • MediaTek’s Analyst Day was the company’s opportunity to update the industry on its diversification progress beyond consumer IoT and smartphones with its new enterprise and automotive offerings and strategy.
  • Carriers/Connectivity – the FCC has fined the three major carriers $200 million for giving its user’s location data away to a 3rd party without users’ permission; I believe this is a significant win for consumers.
  • Consumer AI – The Rabbit R1 has a long way to go in terms of accuracy, and I think that until it can prove that it can do things that aren’t possible on the smartphone,

Quantum Computing (Paul Smith-Goodson)

  • IBM has established a partnership with RIKEN to deploy IBM’s Quantum System Two with a 133-qubit Heron quantum processor at the RIKEN Center in Kobe, Japan. It will be the only quantum computer co-located with the Fugaku supercomputer to develop an integrated technology of quantum and supercomputers to demonstrate the benefits of hybrid platforms for future post-5G services. RIKEN will develop system software for quantum-HPC hybrid computing, and IBM will develop the software stack for integrated quantum-classical workflows in a quantum-HPC hybrid computing environment.

Security (Will Townsend)

  • Cisco recently launched Hypershield, designed to protect next-generation AI applications, data, and devices as these workloads move beyond the cloud to AI-enabled edge devices. It’s a smart early move by the company that could strengthen its focus on security with the recent acquisition and ongoing integration of Splunk.

Sports Technology (Melody Brue)

  • N/A

Sports Technology (Robert Kramer)

  • N/A

Sustainability (Melody Brue)

  • N/A

Columns Published 

  1. Marvell Pursues AI Silicon Opportunities At Hyperscale, by Patrick Moorhead
  2. AMD Ryzen Pro 8000 Series Brings AI Enhancements To Commercial PCs, by Anshel Sag
  3. Anthropic Dethroned By Gemini 1.5 Pro’s 1 Million-Token Context Window, by Paul Smith-Goodson
  4. At The Heart Of The AI PC Battle Lies The NPU, by Anshel Sag

Research Notes (MI&S)

  1. RESEARCH NOTE: Elastic Puts Your Data To Work, by Robert Kramer
  2. RESEARCH NOTE: Alphabet (GOOG, GOOGL) Reports FY 2024 Q1 Earnings, Highlights Recent Innovations, by Melody Brue
  3. RESEARCH NOTE: Copilot Growth and the Impacts of AI — Microsoft (MSFT) Q3 2024 Earnings, by Melody Brue
  4. RESEARCH NOTE: Amazon Q Delivers an Evolved Take on AI for Enterprises, by Melody Brue, Robert Kramer, and Jason Anderson


Blogs Published (MI&S)    

  1. Microsoft And Quantinuum Improve Quantum Error Rates By 800x, by Paul Smith-Goodson
  2. How Meta Ray Ban Smart Glasses Displaced My Smartphone On Opening Day, by Anshel Sag
  3. Intel Announces Gaudi 3 Accelerator For Generative AI, by Matt Kimball
  4. Synaptics Introduces Astra Platform For Edge AI, by Bill Curtis
  5. Microsoft’s AI PCs Focus On Business-First Applications With Copilot, by Anshel Sag

Research Paper(s):

  • N/A




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

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

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

  • N/A



  1. Oracle / Generative AI / Matt Kimball /
  2. Qualcomm / Earnings / Patrick Moorhead /
  3. Samsung / Galaxy Ring / Anshel Sag /


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

  • Dell 40″ Curved Ultrawide 5K Thunderbolt Monitor
  • HP Z6 Threadripper Workstation


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

  • May 2024
    • RSA Conference, San Francisco, May 6-9 (Will Townsend)
    • Red Hat Ansible Fest, Denver, May 7-9, (Matt Kimball)
    • International Super Computing, Hamburg, May 12-16 (Matt Kimball)
    • Blue Yonder, Dallas, May 13-15 (Robert Kramer)
    • Avaya ENGAGE, Denver, May 13-15 (Melody Brue)
    • HF Convention, Dayton, May 17 – May 19 (Paul Smith-Goodson)
    • Microsoft Build 2024, May 16 (Anshel Sag, Matt Kimball)
    • Informatica World, Las Vegas, May 20-23 (Robert Kramer)
    • IBM Think, Boston, May 20-23 (Patrick Moorhead, Paul Smith-Goodson, Robert Kramer)
    • Dell Tech World, Las Vegas, May 20-23 (Anshel Sag, Patrick Moorhead, Matt Kimball, Will Townsend)
    • Zoom Perspectives, NYC, May 20 -23 (Melody Brue)
    • Microsoft Build, May 21-23 (Melody Brue – virtual)
    • Nutanix .NEXT, May 21-24, Barcelona (Matt Kimball)
    • Canva, Los Angeles, May 23 (Melody Brue)
    • Computex 2024, May 31-June 5 (Anshel Sag)
  • June 2024
    • Computex 2024, Jun 1-7 (Anshel Sag)
    • Cisco Live US, Las Vegas, June 2-6 (Will Townsend)
    • SAP Sapphire, Orlando, June 3–5 (Melody Brue, Robert Kramer)
    • Snowflake, San Francisco, June 3-5 (Robert Kramer)
    • Zoho Analyst Day & Zoholics, Austin, June 4-6 (Melody Brue, Robert Kramer)
    • Broadcom Mainframe Analyst Summit, June 5-6, Boston (Matt Kimball)
    • Zscaler Zenith Live, Las Vegas, June 11-13 (Will Townsend)
    • Databricks, San Fran, June 10-13 (Robert Kramer)
    • Infocomm, Las Vegas, June 12-14 (Melody Brue)
    • HPE Discover, June 17-20, Las Vegas (Matt Kimball)
    • Augmented World Expo, Long Beach, June 18 – 20 (Anshel Sag)
    • Pure Storage Accelerate, June 18-21, Las Vegas (Matt Kimball)
    • Samsara Analyst Summit, Chicago, June 26 (Melody Brue)
  • September 2024
    • Intel Innovation, Sep 23-26 (Matt Kimball)
    • Infor Annual Summit, Las Vegas, Sept 30-Oct 2 (Robert Kramer)
  • October 2024
    • LogicMonitor, Austin, Oct 2-4 (Robert Kramer)
    • Zoomtopia, San Jose, October 8-9 (Melody Brue)
    • Lenovo Global Analyst Summit & Tech World, 14-17 Oct, Bellevue, WA (Matt Kimball, Paul Smith-Goodson)
    • IBM Analyst Summit, NYC, Oct 16-18 (Robert Kramer)
    • WebexOne, Miami, October 21-24, (Melody Brue)
    • SAP SuccessConnect, October 28-30 (Melody Brue – virtual)
  • November 2024
    • Dell Tech Analyst Summit, early November, Austin, TX (Matt Kimball)
    • IBM, NYC, Nov 6 – 8 (Paul Smith-Goodson)
    • Microsoft Ignite, Chicago, November 18 – 22 (Robert Kramer – virtual)
  • December 2024



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The Team


  • Patrick Moorhead, Founder, CEO, Chief Analyst; Broad technology coverage plus deep insights into Cloud, Enterprise SaaS & Semiconductors.
  • Melody Brue, Principal Analyst, Modern Work, HR Tech, Marketing Tech/CRM, Sustainability
  • 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/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
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.