Moor Insights & Strategy Weekly Update Ending October 6, 2023

By Patrick Moorhead - October 6, 2023

We hope everyone had a great couple of weeks!

Last week, Melody was busy attending the Ceridian Analyst Summit and Insights User Conference (Las Vegas), Zoomtopia (San Jose), and HP Imagine (Palo Alto).  Robert attended the LogicMonitor Analyst Summit in Austin.

This week, our team looks forward to attending the following: Mobile Broadband Forum – Dubai (Will), Adobe MAX and Box Works (Melody), Honeywell Connect (Bill), 5G Americas (Anshel)., and OpenText in Las Vegas (Patrick).

Our MI&S team published 39 deliverables:

Over the past two weeks, the press quoted us with 21 citations. They wanted to hear about Apple, CNBC, Cradlepoint, Google, IBM, Intel, Meta, Microsoft, NVIDIA, and T-Mobile.

 

MIS Quick Insights:

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

  • Penn State researchers have developed an electronic tongue made of graphene, a thin layer of carbon atoms, that can sense different chemicals in food and liquids. It was developed as a possible first step to artificial emotional intelligence, which is the ability of AI to process information more like a human being. The tongue can learn from experiences and adjust its preferences based on its physiological and psychological state. The researchers tested the device by giving it different types of water, such as pure, salty, or acidic, and observed how it reacted to them.
    • They found that the device could develop a preference for certain types of water depending on its needs and wants, such as hydration or satisfaction. They also found that the device could change its preference over time based on its memory and learning.
  • Columbia researchers released a study that compares how humans and AI chatbots judge the naturalness of sentences. The study found that AI chatbots can sometimes be fooled by nonsense sentences that humans can easily recognize. The study also found that some AI chatbots perform better than others, depending on the complexity and flexibility of their models.
    • The researchers tested nine different language models with hundreds of pairs of sentences and asked human participants to pick which sentence in each pair was more natural. The models were based on different architectures, such as transformer neural networks, recurrent neural networks, and statistical models.
    • Results showed that transformer neural networks tended to perform better than the other models, but all the models made mistakes and chose sentences that sounded nonsense to humans.
    • Researchers believe the gap between human and AI judgments shows that AI chatbots are missing something about how humans process language differently. If uncovered, it could improve chatbot performance and help to understand how the human brain works.
  • ChatGPT is introducing new voice and image capabilities for Plus and Enterprise users. Users can have a voice conversation with ChatGPT or show it images to get relevant information and suggestions. For example, users can snap pictures of landmarks, food, or math problems and chat with ChatGPT about them. Voice and images offer a more intuitive way to use ChatGPT in various situations. Voice is available on iOS and Android, while images are available on all platforms. Users need to opt-in for voice in their settings. ChatGPT will label the AI-generated content to reduce confusion.
  • Scientists tested nine language models with sentence pairs and compared their judgments with human participants. They found that more sophisticated models based on transformer neural networks performed better than simpler models, but all models made mistakes and sometimes chose nonsense sentences. The researchers suggested that the models capture something important but miss something about human language processing. They also questioned the extent to which AI systems should make important decisions. The researchers were interested in understanding how people think and how AI tools process language differently. They hoped that comparing AI and human language understanding could lead to new insights about the brain.

AR/VR (Anshel Sag)

 

  • N/A

Carrier/Wireless (Will Townsend)

  • NTT Docomo recently announced new services tied to its OREX platform. OREX is the carrier’s Open RAN service, including a partnership with 13 companies to ensure turnkey integration. Integration is crucial given the disaggregated nature of Open RAN’s use of industry-standard servers and software to deliver radio access network functionality. To accomplish this objective, OREX offers three packages. The first includes virtualized radio base stations and wireless equipment. The second encompasses software that enables autonomous equipment operations and system integration, and the third delivers maintenance and operational support. On the surface, this looks like an important offering that has the potential to significantly reduce the complexity and risk of deploying Open RAN.
  • Mobile World Congress Las Vegas seemed light attendance-wise compared to prior events. T-Mobile’s SASE announcement with Versa Networks, which leverages a network slice tuned to security workloads, represents the most significant news. I like the differentiation of the offering, especially since the SD-WAN and SASE market is crowded.

Datacenter:

Networking– (Will Townsend)

  • Juniper Networks recently announced a reduction in the size of its workforce that aims to lay off over 400 employees as part of a broader $60M restructuring plan. Interestingly, the company needs to restructure its operations given its recent growth in enterprise, which, for the first time, leads the cloud and service provider segments of its business in revenue.
  • Cisco recently made several enhancements to its Catalyst SD-WAN platform. New features include improved routing management, integration with Microsoft Sentinel, and a new edge device. On the surface, it is compelling, given the focus on security, manageability, and performance.

Compute/Storage/Cloud (Matt Kimball)

  • The data era has increased the richness of servers and IT infrastructure deployed in the enterprise datacenter. This is straining power budgets that are already at near full capacity. Additionally, these richly configured platforms generate more heat and require more cooling, which accounts for 40% of the datacenter power budget. The data infrastructure space is quickly approaching a day of reckoning where alternative cooling methods will be required to support these ever-increasing requirements.
  • The industry must coalesce around a common set of standards, such as those coming out of the open compute community, so that IT organizations and data center operators can simplify the process of deploying, powering, and cooling infrastructure.
  • Is intelligent document processing (IDP) and workflow automation a settled space? While some vendors would have you think this to be the case, Iron Mountain is making a strong case for its portfolio of products and services. When one thinks about this company’s reach in protecting the most precious assets of the largest organizations – and the technology that was developed to enable this business model – watch out. It will not take much to tie the entire solution stack together and deliver true, end-to-end protection and resiliency.
  • Cisco and Nutanix announced the partnership’s first bundled solution to be sold through the channel just a few weeks after formalizing the relationship between the two companies. As expected, this will be (as mentioned) channel-focused and aimed at the small enterprise to mid-market. I am impressed by the aggressiveness these two companies have approached this partnership and the seemingly laser focus on driving market expansion opportunities.
  • When considering the partnership and what each company has to gain, I’m curious to see if this helps Cisco break into the SMB space. The company has been increasingly focused on driving down market penetration, and this is the product solution that can be used as the killer app if you will. But the company needs to understand their RTM might look a little different, and the channel partners they spend their energies (and dollars) activating are not the same as the partners selling gear into the Fortune 100.
  • VAST Data continues to expand its market presence as it enters into a partnership with high-end cloud provider CoreWeave to provide the data management platform for the workloads powered by this specialty cloud–generative AI, high-performance computing, and visual effects rendering. Supporting these workloads in the cloud is all about performance and security. And it is delivering performance and security at scale.
    • I am pretty impressed with VAST. The company continues to outpace the high end of the storage market with its continued innovation and a string of partnerships across the storage market segments.
  • Cisco and Splunk. Wow. As a techy who has defined, designed, implemented, and used tools that enabled enterprise-wide insights and management, I’ve viewed both companies as leaders in this space that we now call observability. The potential for a partnership focused on accelerating product functionality and market reach is seemingly limitless. Of course, this all comes down to the execution of product, organization, and go-to-market integration (or lack thereof). Watching this acquisition play out over the next year will be fun. This partnership will have a significant impact on the observability market.
  • There was a lot of news out of Oracle CloudWorld last week—almost too much to track. As an analyst with roots in the database world, I was naturally looking at how the company would continue to outdo itself on the HeatWave front. And, of course, it did. Two things that stood out for me in this latest release were around the HeatWave Vector Store and the overall management of the HeatWave (and data) environment. In private preview, Vector Store allows organizations to better contextualize large language models (LLMs) for their consumption by infusing relevant data into LLM queries. Think private generative AI for those unable to invest millions of dollars in creating foundation models.
    • From a management perspective, HeatWave has made many enhancements to its Autopilot tool to help automate the tuning and maintenance of MySQL environments. For example, Autopilot will recommend creating or dropping secondary indexes based on database professionals, along with impacts on performance and storage. Updates like this are the kind of activities that database professionals would spend hours trying to tweak and adjust – a combination of science and art. Having these tasks automated (and accurate) is a huge time saver for DBAs. This is just one example of many innovations the company is driving to remove the tedious yet critical tasks from the daily lives of IT.

ESG (Melody Brue)

  • N/A

Enterprise Data (Robert Kramer)

  • Fresh off LogicMonitor’s Advisory Council in Austin, TX, I attended – I got to sit down with the executive team leading the company. A featured group of analysts attended round tables private and customer sessions to learn more about the company and product strategies, visions, and roadmap. LogicMonitor also launched Dexda, AI for hybrid observability, which is their AIOps platform that proactively provides businesses with information before it happens to prevent critical incidents. The platform utilizes AI and ML to enable this automation. More to come in an upcoming LogicMonitor briefing.
  • Veeam announces BaaS (Backup-as-a-Service) new offering for Microsoft 365 and Azure customers. Cirrus by Veeam is currently available through the Azure Marketplace and all existing Veeam distribution channels. The fully integrated Veeam Backup as a Service (BaaS) is set to launch Q12024, providing data protection and backup and recovery for this offering. Veeam aims to help companies simplify the management and admin of their backup operations while leveraging their resilience technology. Veeam is pressing a lot of buttons to move in the right direction. Additional insights on Veeam as I detail their growth initiatives.
  • IBM has selected Cloudera as its preferred partner for real-time data movement with Kafka, based on a partnership aimed at extending IBM’s advanced data and AI solutions to more entities within the extensive Apache Open-Source Database ecosystem. This collaboration enables customers to leverage both solutions to expedite data pipeline construction, accelerate migrations, and enhance governance. Upcoming research brief with expanded focus on watsonx.data.
  • Stay tuned for upcoming information on how data and AI influence trends within the ERP landscape. I will also explore various themes, including the comparison between cloud and on-premise solutions, the role of advanced technology in digital transformation, the emergence of a two-tier ERP approach among companies, and the pros and cons of mobile ERP. Additionally, the integration of IoT technology for enhanced data efficiency, the trend towards customizations (good or bad for future upgrades), and the adoption of advanced BI tools for predictive analytics.
  • Amazon Bedrock is now generally available. Amazon Bedrock is a fully managed service of high-performing FMs (foundation models) from leading AI companies (AI21 Labs, Anthropic, Cohere, Meta, Stability AI, and Amazon), providing capabilities to build generative AI applications. Expanded model choice with Llama 2 (Llama 2 is a collection of pre-trained/fine-tuned large language models (LLM) ranging in scale from 7 billion to 70 billion parameters) and Amazon Titan Embeddings, giving customers the flexibility with agents that can perform complex business tasks such as booking travel, processing insurance claims, creating ad campaigns, and managing inventory, all without the need for writing code. Amazon Bedrock is serverless and can be customized with your data. Plus, you can use AWS services, which you are probably already using or familiar with. Amazon Bedrock is HIPAA-eligible and in compliance with GDPR.
  • The new MongoDB Atlas Vector Search capabilities are designed to assist developers in building and scaling AI applications. With enhanced features for querying contextual data and performance improvements, MongoDB Atlas Vector Search simplifies the rapid development of generative AI applications.
    • MongoDB Atlas for Manufacturing and Automotive is a new program designed to help companies in this industry innovate using real-time data and create applications leveraging connected technologies. Providing workshops, technology partnerships, and industry-specific resources to help developers learn to create digital twins of manufacturing sites, predict factory equipment maintenance, and develop engaging applications for connected cars.
  • Teradata Vantage Cloud (multi-cloud data platform for enterprise analytics) will now provide customers access to new AI/ML features with ClearScape Analytics, giving them access to advanced analytics and AI features. This includes no code governance, with AI controls to help businesses optimize AI/ML deployments. Using ModelOps to help manage, deploy, monitor, and maintain analytic outcomes with features such as auditing datasets, tracking code, facilitating model approval workflows, monitoring model performance, and issuing alerts when models fail to perform optimally.
  • Cohesity will further its partnership with Tata Consultancy Services (TCS) as TCS joins the Cohesity Data Security Alliance ecosystem, which offers customers a suite of data security/management solutions geared to help build cybersecurity strategies and enhance cyber resilience. The Cohesity Data Security Alliance was founded in November 2022 and contains 15 members, including BigID, Cisco, CyberArk, Mandiant, Netskope, Okta, Palo Alto Networks, PwC UK, Qualys, Securonix, ServiceNow, Splunk, TCS, and Zscaler. This alliance promotes collaboration to address threats and helps customers enhance their cybersecurity and response to threats while using its existing security and data tools effectively.

 

Financial Tech (Melody Brue)

  • Mercedes-Benz has partnered with MasterCard to allow drivers to use a fingerprint sensor in vehicles to pay for fuel at the pump. Mercedes Pay+ will launch in Germany and is part of the growing trend of mobile wallet extensions into automobiles. Mercedes Pay+ is an e-commerce platform that simplifies payments directly from the car’s dashboard, eliminating the need for PIN entry or mobile device authentication. Mercedes-Benz has emphasized a massive potential for further innovation in in-car payments, focused on making the driving experience more convenient and tailored to consumers. When Mercedes partnered with Webex for in-car (on camera only when parked, for safety) hybrid meetings in specific models, I anticipated future dashboard functionality like payments. It makes complete sense to be able to pay for gas, fast food, tools, and more from your automobile without having to set up a separate account for each vendor or have an RFID tag on the car to identify the vehicle (in the case of tolls). Just as retailers have implemented autonomous (walkout) checkout or Amazon’s “Pay with your palm” POS, I see the same thing happening with automobiles, which will speed up checkout at QSRs, gas stations, tolls, and more.

IIoT and IoT (Bill Curtis)

  • Samsung announced some unique and impressive Matter-based SmartThings smart home products and technologies at the Samsung Developer’s Conference 2023. (1) “Hub Everywhere” is a strategic move to put Matter controllers in every Samsung device with a UI. TVs, smart speakers, sound bars, refrigerators, and computer monitors can all function as first-class Matter controllers and device hubs with software support for creating and managing multi-hub networks. I think this is an industry first. (2) Recognizing that Matter devices won’t replace millions of legacy Zigbee, Z-Wave, and proprietary devices any time soon, Samsung announced innovative support for third-party Matter bridges, including automatic onboarding for legacy devices. Samsung also announced (3) a new SmartThings Home API to simplify Matter app development, including support for Manufacturer Specific Matter extensions, (4) a SmartThings Enterprise API for multi-family, rental, and hospitality environments, and (5) a SmartThings Context API that “harnesses” AI, sensing, and multiple connected devices to provide context for situationally-aware applications. And I must mention the new 130-inch LED display. It’s the first off-the-shelf, fully self-contained LED display designed for easy installation – like a big TV.
  • This week, the Raspberry Pi folks announced the long-awaited and much-anticipated Raspberry Pi 5. It’s a significant upgrade from the RPi 4, featuring a BCM2712 quad-core Cortex-A76 (2..3X speed improvement), VideoCore VII GPR (2X GPU performance), dual 4Kp60 video outputs, single lane PCIe to attach peripherals, and dual-band AC Wi-Fi (same as RPi 4). The board looks clean because the new RP1 I/O chip integrates USB 3.0, Ethernet, GPIO, MIPI display, and MIPI camera interfaces. This thing is a beast! In response to the RPi 4’s aggravating supply chain issues, RPi 5 inventory is “ringfenced” for single-unit sales at least until the end of the year. It’s hard to overstate Raspberry Pi’s influence on embedded development. Over the past ten years, RPi variants have been the most widely used Linux platforms for prototyping IoT products and developing embedded software. The RPi 5 comes out at the end of October, priced at $60 for the 4 GB version and $80 for 8 GB.

Modern Work (Melody Brue)

  • This week has been a whirlwind in the Modern Work swimlane. I attended Ceridian Insights in Las Vegas, where Ceridian announced a rebrand to the name Dayforce, the Ceridian software brand it is best known for. It has also unveiled AI enhancements for its workforce management platform, Dayforce Co-Pilot. SAP had its SuccessConnect conference in Las Vegas this week, which I caught some of virtually and saw the introduction of GAI for HR in SuccessFactors with its Joule AI assistant features. Zoom had its Zoomtopia user conference in San Jose, where the company made a few announcements and focused on AI Companion features and a new Zoom Docs product (more on that later). After Zoomtopia, I headed to Palo Alto to HP headquarters for HP Imagine. HP and Poly made several announcements and had a press and analyst event that wrapped up Thursday night, so I have a few notes below and will expand on that soon. Pat attended virtually and tweeted (X’d?) some of the standout moments here that you can check out until we each dig in deeper.
  • HP Poly introduced a range of collaborative tools encompassing audio, video, and productivity devices with Zoom Intelligent Director software. Poly introduced the Poly Studio Bundle, purpose-built for optimizing the Zoom Rooms AI Intelligent Director feature, expanded its Voyager Surround headset line with the Poly Voyager Surround 85 UC Bluetooth headset, and announced the HP 430 FHD Webcam and 435 FHD Webcam that provides automatic focus, lighting, and color correction for high-quality video. HP introduced the HP 460 Multi-Device Bluetooth Wireless Keyboard, the HP 475 Dual-Mode Wireless Keyboard for multi-device control, and an HP 420/425 Programmable Bluetooth Mouse with six customizable buttons. HP and Poly have taken a straightforward approach to making hybrid work “just work” in any setting. These announcements were made this week at Zoomtopia, and HP and Poly showed several new devices at HP Inspire. I will do more of a breakdown of what I saw at Zoomtopia and HP Inspire in the coming weeks.
  • Zoom held the company’s user conference, Zoomtopia, this week in San Jose. I was there for the event and appreciated Zoom’s focus on refining existing solutions with its AI Companion capabilities, the Workvivo employee experience platform integration, and its new Zoom Docs collaboration workspace. I will have more insights on Zoomtopia soon.
  • 8×8 has introduced native video functionality to its 8×8 Contact Center. The feature aims to enhance the speed of issue resolution and overall customer experiences. Agents can incorporate video into customer interactions via the 8×8 Agent Workspace to visually aid in troubleshooting via mobile devices. The video capabilities are embedded directly into the 8×8 Contact Center, simplifying the process of adding video for improved first-contact issue resolution. 8×8 says the company has seen improved resolution in the UK public sector, where housing association agents and insurance claims adjusters have leveraged video sessions to enhance customer support and claim processing. I find video and “see what I see” functionality very useful for troubleshooting home appliance issues that might take a few days for a technician to diagnose or resolve.
  • SAP introduced its Joule GenAI platform across its cloud enterprise portfolio, offering proactive, context-aware insights from various data sources. Joule is meant to simplify complex data from multiple systems to provide more thoughtful insights for enhanced productivity and business outcomes in a secure, compliant manner. This integration covers SAP’s applications in HR, finance, supply chain, procurement, customer experience, and the SAP Business Technology Platform. Joule resembles Microsoft’s Copilot, Google’s Duet AI, and Salesforce’s Einstein AI, to name a few. If nothing else, I like that Joule has a proper name, although I have yet to hear it pronounced by anyone at SAP. The demo sizzle reel doesn’t mention a name, which tells me the naming was a last-minute decision. I haven’t yet dug into the meaning of the name, but I think SAP has done a smart thing by giving it a name (similar to IBM’s “Watson”) that isn’t a “copilot.” Even though Microsoft first used the term copilot for an AI assistant, it is now very generically used and will be a challenge to own.

Personal Computing (Anshel Sag)

  • The Quest 3 launch has given more momentum to the mixed reality space. It will likely be the most popular development environment for developers, but the $499 price point will make getting anywhere near the Quest 2’s volume more challenging.
  • Apple has released a ‘fix’ for the iPhone 15’s overheating issues. We will see how it affects users, but I haven’t had any issues with it, and my unit appears to be performing well.
  • The Pixel 8 and Pixel 8 Pro are a continuation of Google’s mobile AI strategy and an iterative improvement over the Pixel 7 and Pixel 7 Pro with minor improvements, including the Tensor G3.
  • The new Pixel Watch 2 finally addresses most people’s concerns about the first generation by replacing the Samsung SoC with a Qualcomm Snapdragon W5+, which should be faster and have longer battery life.
  • Epic Games’ layoffs demonstrate that even the most successful companies in the gaming industry have hired too many staff and that Fortnite might not be as successful as it once was.
  • Samsung continues to push its ecosystem for health, talking more deeply about its partnerships with universities and academic institutions.

Quantum Computing (Paul Smith-Goodson)

  • DARPA has awarded a contract to Rigetti Computing to develop quantum algorithms for solving combinatorial optimization problems. These problems are challenging for classical computers to solve, especially when the problem is large.
  • Rigetti Computing will work with the University of California, Berkeley, and the University of Colorado, Boulder, to design and implement quantum algorithms to solve combinatorial optimization problems faster and more accurately than classical methods. The project is part of DARPA’s IMPAQT program.
  • IBM announced that it will offer standard IP protections for its Watsonx models, a series of generative AI models for enterprise applications. IBM will indemnify its foundation models, trained on filtered and curated data from five domains. Clients can use their data to build custom models on top of IBM’s base models and benefit from generative AI. IBM also uses its governance process and capabilities to help mitigate client risk with the Watsonx.AI and data platform. This is part of IBM’s commitment to transparency and responsible AI.
  • Quantinuum has demonstrated the first fault-tolerant method using three logically-encoded qubits on its H1 quantum computer. The method performed one-bit addition with the smallest-known fault-tolerant circuit, achieving an error rate almost an order of magnitude lower than the unencoded circuit. The error suppression was made possible by the low physical error rates of the QCCD architecture used in Quantinuum’s H-Series quantum computers. This is a significant step towards practical solutions to real-world problems using fault-tolerant quantum computing methods.

Security (Will Townsend)

  • Blackberry recently announced a plan to separate its IoT and security businesses. Leadership claims it will increase the company’s operational agility and accelerate roadmap development. However, there may be additional motivations with an IPO planned for the IoT business spin-off.
  • Bad actors continue to find new ways to disrupt organizations of all sizes. Just recently, a ransomware attack crippled MGM Resorts on a global basis. The attack lasted nearly ten days, impacting its reservation systems, casino gambling machines, and hotel room digital keys. The cost to the casino and resort operator is likely in the tens of millions of dollars, but even worse is the likelihood that it will lose loyal customers given negative experiences. The incident demonstrates that cybersecurity breaches have short and long-term impacts and can potentially destroy brand reputation.

Columns Published 

  1. Nutrien: Bringing Together A Global Workforce With A Smarter, Inclusive Intranet, by Patrick Moorhead
  2. Oracle Incorporates Generative AI Functionality Across Its Fusion Suite, by Patrick Moorhead
  3. Salesforce Makes AI Pervasive With Einstein 1 Platform At Dreamforce, by Patrick Moorhead
  4. Oracle Explores Data Innovations At CloudWorld 2023, by Robert Kramer
  5. Mobile World Congress Las Vegas 2023 Showcases The Power Of Mobility, by Will Townsend
  6. XaaS Delivers The Last Mile Of Digital Transformation, by Matt Kimball
  7. Qualcomm’s Wi-Fi 7 Portfolio Expands Into Fiber And Services At Wi-Fi 7 Day, by Anshel Sag
  8. The State Of 5G In The U.S. And How It Might Improve, by Anshel Sag
  9. Double-Clicking On Cisco And Splunk, by Matt Kimball
  10. Microsoft Aims To Bring AI “To Life” With A Unified Copilot Experience, by Melody Brue
  11. Qualcomm Powers Next-Gen Spatial Computing With XR2 Gen 2 And AR1 Gen 1 Platforms, by Anshel Sag
  12. Salesforce Leans On Enterprise Data With The Einstein 1 AI Platform, by Robert Kramer
  13. Oracle’s Transformation Is Clicking: CloudWorld Recap, by Matt Kimball
  14. Intel Core Ultra Ushers In The Next Generation Of AI Computing For The PC, by Anshel Sag
  15. MongoDB Wants To Change The Database Game With Queryable Encryption, by Robert Kramer
  16. Cisco Triples Down On Observability With Splunk Acquisition, by Will Townsend
  17. Intel Innovation 2023 Really Was About Innovating, by Matt Kimball

Blogs Published (MI&S)                                                             

  1. Intel CEO Pat Gelsinger Weighs In On This Year’s Innovation 2023 Ahead Of The Conference, by Patrick Moorhead
  2. The Galaxy Z Fold5 Review: Jack Of Many Trades, Master Of Most, by Patrick Moorhead
  3. Google Provides More Details On Its Cloud Generative AI Play At Next Event, by Patrick Moorhead
  4. Intuit Assist Brings Generative AI To Small Business And Consumer Portfolio, by Patrick Moorhead
  5. COTA Leans Into Connectivity To Fuel The Fan Experience, by Will Townsend
  6. How Cadence Design Systems’ $50 Million Racial Equity Investment Is Changing Lives, by Melody Brue
  7. IBM Expands Watsonx Platform With Watsonx.data, by Robert Kramer
  8. Cisco And Nutanix Partnership Will Deliver More Than HCI, by Matt Kimball
  9. Gigamon Precryption Technology And Its Observability Sixth Sense, by Will Townsend
  10. Lenovo Enters The Handheld Gaming Sector, Adds New High-End Gaming PCs At IFA 2023, by Anshel Sag

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 – T-Mobile 5G Security Slice, Another 5G Conspiracy, NTT and Docomo Private 5G
  2. The G2 on 5G Podcast – AST SpaceMobile Trials, Apple 5G Modem, MWC Las Vegas Preview and more!

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

  1. Ep 186: We are Live! Talking SAP, Windows, AWS, IBM, T-Mobile, Apple and Amazon
  2. Microsoft’s Latest Announcements & Their Vision for Gen AI – Six Five on The Road
  3. Bringing AI to Life and Microsoft’s Vision for the AI Future – Six Five on the Road
  4. Unlocking a New Wave or Productivity in a Secure Way – Six Five on the Road
  5. The Six Five Connected with Diana Blass: How Can Telcos benefit from Gen. AI?
  6. Delivering AI-Ready PCs at Scale with Intel Partners – Six Five On the Road
  7. Six Five On the Road at Intel InnovatiON with ai.io’s Jonathan Lee
  8. The Six Five Connected with Diana Blass from IAA Mobility
  9. Ep 185: We are Live! Talking Oracle, Ampere, Microsoft, Intel, Cisco, Splunk, HP and Apple

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

Other Podcasts

  • N/A

 

Citations: 

  1. Apple / iPhone 15 / Anshel Sag / https://www.opp.today/apple/usb-c-on-the-iphone-15-what-it-means-for-accessory-makers-and-the-rest-of-the-world/92248/
  2. Apple / iPhone /  Patrick Moorhead / https://www.theregister.com/2023/10/03/apple_ios_17_overheating_fix/
  3. CNBC / Global Foundries / https://www.cnbcafrica.com/2023/why-globalfoundries-chips-are-so-important-to-the-u-s/
  4. Cradlepoint / SASE / Will Townsend / https://venturebeat.com/security/why-cradlepoints-acquisition-of-ericom-predicts-the-future-of-sase-in-the-enterprise/
  5. Google / Pixel / Anshel Sag / https://www.gizbot.com/mobile/features/pixel-phones-gain-popularity-in-japan-stealing-iphones-market-lead-087703.html
  6. Google / Pixel / Anshel Sag / https://timesofindia.indiatimes.com/gadgets-news/moshi-moshi-pixel-says-japan-as-iphone-sales-drop/articleshow/104046883.cms
  7. Google / Google Pixel Phone / Anshel Sag/ https://www.bloomberg.com/news/articles/2023-09-28/iphones-sales-in-japan-take-pixel-hit-as-price-sensitivity-rises#xj4y7vzkg
  8. Google / Google Pixel Phone / Anshel Sag / https://isp.page/news/google-pixel-gains-ground-on-iphone-in-japan-as-prices-rise/
  9. Google / Google Pixel Phone / Anshel Sag / https://www.patentlyapple.com/2023/09/googles-pixel-phones-eroded-the-iphones-dominance-in-japan-in-the-june-quarter-by-growing-6x-over-a-year-ago.html
  10. Google / Google Pixel Phone / Anshel Sag / https://www.phonearena.com/news/Google-Pixel-starting-to-eat-iPhones-lunch-in-worlds-third-largest-economy_id151065
  11. Google / Google Pixel Phone / Anshel Sag / https://finance.yahoo.com/news/apple-iphone-cedes-ground-google-044122205.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAJpQvcuN74hvyRnTUyDFWaJS2MJJGmjwzD_92TrTyZj2R5PCKkrxYfqGguZCIdE0K37bX5V752FrR6qL1-BLDIxNGvUJ-mrdSAsHCPo79XLsG3H4Fv5Zr6_rDkM8y6pb0ON_EzIor8h8tVb_giEKEwCHB9vNaQciY3V7LIFjt3mx
  12. IBM / AI / Patrick Moorhead / https://medium.com/@multiplatform.ai/ibm-addresses-concerns-surrounding-generative-ai-committing-to-indemnify-companies-against-1cd85e1e69fc
  13. IBM / AI / Patrick Moorhead / https://www.investing.com/news/stock-market-news/ibm-pledges-to-shield-businesses-from-ai-legal-risks-unveils-open-models-93CH-3185487
  14. IBM / AI / Patrick Moorhead / https://www.nytimes.com/2023/09/28/business/ibm-ai-data.html
  15. Intel / AI / Patrick Moorhead / https://biz.crast.net/intel-core-ultra-introduces-the-next-generation-of-ai-computing-for-pcs/
  16. Intel / AI / Patrick Moorhead / https://www.elarblog.com/tag/meteor-lake/
  17. Intel / AI / Patrick Moorhead / https://thenewstack.io/intel-looks-to-muscle-its-way-to-ai-dominance/
  18. Meta / Spatial Computing / Anshel Sag /  https://www.fastcompany.com/90959652/metas-plan-to-beat-apple-in-spatial-computing-cheaper-faster-and-more-fun
  19. Microsoft / AI / Patrick Moorhead / https://guardian.ng/features/media/microsoft-heralds-new-age-of-ai-copilots-across-hardware-software-advertising/
  20. NVIDIA / AI / Patrick Moorhead / https://www.networkworld.com/article/3707352/can-anybody-stop-nvidia.html
  21. T-Mobile / Unconventional Awards / Will Townsend / https://www.businesswire.com/news/home/20230928975531/en/T-Mobile-Celebrates-Innovative-Customers-at-Second-Annual-Unconventional-Awards

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

  • Surface Laptop Studio 2
  • XReal Beam AR glasses
  • XReal Glasses
  • Varjo Aero VR headset

 

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

  • October
    • Ceridian Analyst Summit and Insights User Conference, Las Vegas, October 1-4 (Melody Brue)
    • LogicMonitor Analyst Summit – Austin Oct 2-3 (Robert Kramer)
    • Zoomtopia, San Jose, October 3-4 (Melody Brue)
    • HP Imagine, Palo Alto, October 5 (Melody Brue)
    • Mobile Broadband Forum – Dubai, October 10-11 (Will Townsend)
    • Adobe MAX, Los Angeles, October 10-12 (Melody Brue)
    • Honeywell Connect, Oct 10-12 (Bill Curtis)
    • Box Works October 11, (virtual) (Melody Brue)
    • 5G Americas, Dallas, October 10-11 (Anshel Sag)
    • OpenText, Las Vegas, October 11 (Patrick Moorhead)
    • Lenovo Industry Analyst Event, Raleigh, October 16-18 (Anshel Sag, Patrick Moorhead, Matt Kimball)
    • GITEX Global, Dubai, October 16-20 (Melody Brue)
    • Open Compute summit, October 17-19 virtual (Matt Kimball)
    • com Analyst-Only Executive Q&A October 19 (virtual) (Melody Brue)
    • 5G Techritory – Riga, October 18-19 (Will Townsend)
    • com Analyst-Only Executive Q&A October 19 (virtual) (Melody Brue)
    • WebexOne, Anaheim, October 23-26 (Melody Brue)
    • Qualcomm Snapdragon Summit, Maui October 24-27 (Anshel Sag, Patrick Moorhead)
    • SAP Customer Experience Live, October 25 (virtual) (Melody Brue)
    • Snowflake Data Cloud World Tour – Wash DC Oct 26 (Robert Kramer)
    • SAP TechEd Virtual Analyst Summit, October 30 (Melody Brue, Robert Kramer-virtual)
  • November
    • Dell Analyst Summit, Austin, November 1 (Matt Kimball, Patrick Moorhead)
    • Cloudera Evolve, New York, November 2 (Patrick Moorhead)
    • Cisco Partner Summit – Miami, November 6-8 (Will Townsend)
    • VMware Explore Europe, Barcelona, November 6-8 (Patrick Moorhead)
    • IBM Research Analyst Day, Yorktown, Nov 9-10 (Paul Smith-Goodson)
    • NTT Field Event – Tokyo, November 10-18 (Will Townsend)
    • SC 23, November 13-15 (Patrick Moorhead)
    • Veeam Analyst Summit – Seattle November 13-15 (Robert Kramer)
    • MediaTek Executive Summit, Laguna Beach, Nov 14-16 (Anshel Sag)
    • Microsoft Ignite – Seattle, November 14-17 (virtual) (Robert Kramer, Will Townsend)
    • AWS Re:Invent, November 27-30 (Anshel Sag, Patrick Moorhead, Robert Kramer, Will Townsend)
  • December
    • Lattice Developer Event, December 4 (Patrick Moorhead)
    • Marvell IA Day, December 5 (Patrick Moorhead, Will Townsend)
    • TBD Event, San Jose, December 6 (Patrick Moorhead)
  • January 2024
    • CES 2024, January 7-11th (Bill Curtis, Patrick Moorhead)
  • February 2024
    • ZohoDay2024, Texas, February 6-8 (Melody Brue)
    • Mobile World Congress, February 24-29th (Patrick Moorhead)

 

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The Team

Analysts

  • Patrick Moorhead, Founder, CEO, Chief Analyst; Broad technology coverage plus deep insights into Cloud & Enterprise SaaS, Semiconductors, Automotive, Personal Computing Devices
  • Melody Brue, Principal Analyst, Modern Work, ESG, HCM, HRM, and HXM
  • Bill Curtis, Analyst In-Residence, IIoT, and Deep IoT Technology
  • Jacob Freyman, Junior Analyst
  • Matt Kimball, Principal Analyst, Datacenter Servers, Storage, CI, and HCI
  • Robert Kramer, Principal Analyst, Enterprise Data Technologies, ERP, and SCM
  • Anshel Sag, Principal Analyst; VR, PC Gaming, Mobile Platforms
  • Paul Smith-Goodson, Principal Analyst; Machine Learning, A.I. and Quantum Computing
  • Will Townsend, Principal Analyst; Security, Carrier Services, Networking

Operations

  • Dan Pickens, Business Director
  • Paula Moorhead, Marketing Director, Website and Social Media
  • Christian Babcock, Office Manager, AP & AR
  • Lee LeClercq Williams, Business Associate
  • Nigel Church, Business Associate, Writer, Editor
  • 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.