Moor Insights & Strategy Weekly Update Ending on June 10, 2022

 

I hope you had a great couple of weeks.  

Last week, we held The Six Five Summit, hosted by Moor Insights & Strategy and Futurum.  We had over 75 sessions from 12 tracks across three days featuring 25 CEOs.  We want to give a big thank you to all of our amazing partners and participants: AMD, Arm, Automation Anywhere, AWS, Cisco, Cloudera, C3 AI, Dell, Dell Technologies, Dreamium Labs, D-Wave, Ericsson, Five9, Global Foundries, Groq, Honeywell, HP, HPE, IBM, Intel, Island Conservation, Juniper Networks, Lattice Semiconductor, Lenovo, Luminar, Marvell, Micron Technology, Microsoft, Mitel, Oracle, Plus, Qualcomm, Quantinuum, Red Hat, Renesas, Salesforce, Samsung Semiconductor, SAP, SiFive, Silicon Labs, Splunk, TeleSign, Teradata, T-Mobile For Business, Treasure Data, Neat, VAST data, Ventana Micro, WebEx by Cisco, Zendesk, and Zoom.  Accenture kicked off and hosted The Six Five Summit semiconductor watch party. Let us know if you’re interested next year as we are taking reservations. 

Over the last two weeks, our MI&S team attended several events.  I spoke at LogicMonitor Elevate.  Steve attended Stripe Sessions and Pure/Accelerate TechFest in L.A. Paul attended Google Applied ML Conference and Quantinuum Showcase.  Melody attended Microsoft Industry Clouds Tour for Analysts. 

This week, Matt, Steve, and I will be attending Lenovo Analyst Summit in Raleigh, NC.  Will, Matt, and Steve will be traveling to Las Vegas to attend Cisco Live!

Our MI&S team published 31 deliverables: 

The press quoted us with 36 citations.  Journalists wanted to hear about Apple, AT&T, Broadcom, Campfire, Cybersecurity, Discover, Google, HPE, IBM, LogicMonitor, LoRaWAN, Nutanix, Oculus, Pure Storage, Quantinuum, Storage, Synaptics, Twitter, Unreal Engine, Ventana, VMware, and XCOM. 

Quick Insights:

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

  • NVIDIA will soon be seeing even more competition. Intel announced Rialto Bridge and Falcon Shores as new GPU platforms for the data center market. With an expected release in 2023, Rialto Bridge will target AI and HPC workloads. It will have increased density, performance, and efficiency over Intel’s first data center GPU, the Ponte Vecchio. 
  • Intel will combine x86 and GPU into a single socket for Falcon Shores, claiming it will provide a 5X performance improvement over existing GPUs. Falcon Shores is expected to be released in 2024.
  • According to NVIDIA, we’ll soon be seeing stunning new pictures from the James Webb Space Telescope. It could be because NVIDIA GPUs will play a significant role in interpreting data streaming from the telescope. NASA will be releasing full-color images from the James Webb next month. As an amateur astronomer and someone interested in space all my life, I can hardly wait to see what comes in.
  • Meta Ai recently released OPT. It is a collection of language models that range from 125M to 175B parameters. Meta’s goal is to duplicate the size and performance of GPT-3 class of models while also applying the latest best practices in data curation and training efficiency. OPT-175B is shown to be comparable to GPT-3, and it only needed 1/7th the carbon footprint of GPT-3 to develop.

AR/VR (Anshel Sag)

  • N/A

Carrier/Wireless (Will Townsend)

  • Dish recently teed up the notion of RAN sharing to speed 5G deployments in the U.S. RAN sharing has worked effectively in parts of Europe. Still, it is likely a no-go stateside for two reasons. First, mobile network operators are fiercely competitive, and second, tower companies significantly monetize lease space by charging carriers to hang its kits.
  • I recently hosted a 5G developer event with Ericsson at its D-15 lab in Santa Clara, California. The developer community is where the magic will happen concerning new 5G services. It is abundantly clear to me that 5G infrastructure providers, mobile network operators, incubators, and communication service providers can all play a role in lowering the developer bar of entry and facilitating the next killer mobile use case.           

Datacenter: 

  • Storage- (Steve McDowell) 
    • It was a big week for storage earnings, with Pure and NetApp beating estimates, while HPE demonstrated slight negative growth in storage. Pure was the shining star in the storage world, beating top-line estimates by $100M with amazing 50% year-over-year growth. This caps eight consecutive years of growth for Pure. But do not let Pure’s execution overshadow NetApp’s impressive gains. The long-time storage provider grew top-line revenues by 8% but grew its public cloud business by a whopping 99% year-over-year. Cloud is NetApp’s target, and they are hitting it. There is less goodness happening at HPE, whose storage revenues dropped 3% year-over-year. HPE’s woes do not reflect diminished customer demand, the OEM says, but ongoing supply-chain issues. HPE’s order backlog is healthy and growing, so expect revenue to materialize down the line.
    • We are just starting to see PCIe 4 impact storage performance as arrays roll out with Intel’s latest Ice Lake processors, but PCIe 5 is just around the corner. Phison demonstrated that its PCIe 5 flash controller, coupled with Micron TLC flash, can deliver up to 13.5 GB/sec sequential read bandwidth and 12 GB/sec sequential writes.  This is close to in line with others who have shown off PCIe 5 prototypes. PCIe 5 is not that far off. AMD’s Zen 4, along with Intel’s Alder Lake and Sapphire Rapids CPUs, will all support PCIe 5 starting later this year. 
  • Networking- (Will Townsend) 
    • I recently spent time with TeamViewer and the Manchester United Football Club discussing the application of remote enterprise connectivity solutions to improve business outcomes and enhance the fan experience with AR. The latter is extensible into OT environments for manufacturing automation and 5G field service applications. TeamViewer is well-positioned to capitalize, especially in North America, where it does not have a significant market presence. 
    • I will be attending Cisco Live! The week of June 13. The event will mark the networking giant’s return to in-person events, and I expect that there will be some new enhancements that will lean into its Meraki and ThousandEyes portfolios. Cisco was also present at RSA Conference, and I would not be surprised if the company revealed deeper security integration into its SD-WAN/ SASE platforms.  
  • Server- (Matt Kimball)   
    • N/A

FinTech (Melody Brue)

  • N/A

IIoT and IoT (Bill Curtis)

  • N/A

Personal Computing/ Collaboration (Anshel Sag) 

  • N/A

Quantum Computing (Paul Smith-Goodson)

  • Atom Computing published a paper on its record-setting coherence time of 40 +/- 7 seconds for nuclear spin qubits made from strontium-87 atoms. Sr-87 has two valence atoms and non-zero spin, making it a good quantum processor. The coherence was achieved without the typical use of shielding, optimizing pulse shapes, or other shielding or decoupling techniques. Had those been used, Atom researchers believe an even longer coherence time would have been possible.
  • IonQ has announced it is simultaneously working on its next three generations of quantum processors. This is not unusual for IonQ. Its current QPU, Aria with 32 qubits, is only available direct on the IonQ cloud. At some point, it will be accessible on Microsoft Azure. The next unreleased QPU is the Forte which may have a few more qubits. Still, it is being designed to minimize noise with higher fidelity, which is important for increasing the number of qubits in the following generations.
  • Quantinuum has released InQuanto, a python-based quantum chemical software platform that performs chemistry algorithms on current quantum hardware. InQuanto is built on TKET, Quantinuum’s open-source agnostic software development kit used to create and execute programs.
    • InQuanto was developed and deployed by Quantum’s chemistry team to enable collaboration with global partners exploring quantum computing use cases tailored to its industries. Quantinuum also offers licensing for InQuanto, which includes access to the Honeywell System H1 trapped-ion quantum computer. Customers can optionally use other quantum services with the license.
  • Xanadu announced that its photonic QPU named Borealis completed a gaussian Boson sampling (GBS) task in 36 microseconds that would take a classical computing system 9,000 years to complete. The machine has 219 photon-based qubits with an average of 129 used for the task. The QPU uses a reconfigurable FPGA type of architecture.  It ran Quassian Boson Sampling, which does nothing useful except perhaps perform benchmarking. The Borealis is also now connected to AWS.

Retail Tech (Melody Brue)

  • N/A

Security (Will Townsend)

  • I will be attending RSA Conference in San Francisco the week of June 6. I expect zero trust will be a resounding theme. I recently penned a Forbes article espousing the benefits of extending zero-trust network remote access to the campus and branch. If the numerous responses from cybersecurity solution providers are any indication, I hit on what is likely a resounding subject.    
  • I attended RSA Conference in San Francisco, and my biggest takeaway is that the cybersecurity space is crowded, and companies are messaging the same thing. I find the narrative falling on four themes – XDR, containerized security, API integrated best of breed, and zero trust. Enterprises need direction, and there is an opportunity for a handful of companies to step up, educate, and deliver an end-to-end solution.        

Space (Paul Smith-Goodson)

  • N/A   

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

  1. LogicMonitor Launches Its Unified Observability Platform LM Envision, by Patrick Moorhead
  2. Amazon Re:Mars Is The Place To Be If You’re Into Machine Learning, AI, Robotics And Space, by Patrick Moorhead
  3. HP Launches New Spectre And Envy Devices Aimed At Hybrid Work And Creators, by Patrick Moorhead
  4. Amazon Web Services Pushes The Price Performance Envelope Again With Graviton3, by Patrick Moorhead
  5. FlashCore V3 Enables IBM’s Storage Differentiation, by Steve McDowell
  6. AWE 2022: An Analyst’s Take Of The Biggest News And Experiences From The Show, by Anshel Sag
  7. Pure Storage’s Updated Portfolio, by Steve McDowell
  8. Quantinuum Announces InQuanto – An Advanced Computational Chemistry Platform For Quantum Computers, by Paul Smith-Goodson
  9. TeamViewer Powers Manchester United’s Operations And More, by Will Townsend
  10. Atom Computing Sets A World-Record Coherence Time For Neutral Atom Qubits, by Paul Smith-Goodson
  11. A Lack Of Consumer Portability And Choice Are Negatively Affecting The Mobile Experience: Part 2, by Anshel Sag

Blogs Published (MI&S)                                                              

  1.  Poly Announces New Pro-Grade Collaboration Devices Aimed At Hybrid Work, by Patrick Moorhead
  2. Netskope – Security Transformation For Digital Transformation, by Patrick Moorhead
  3. IBM CEO Arvind Krishna On The Future Of Big Blue, by Patrick Moorhead
  4. Zoho Continues To Unify Its Operating System With Zoho Marketing Plus, by Patrick Moorhead
  5. Pure Storage Releases First Annual Sustainability Report With Some Evergreen Surprises, by Patrick Moorhead
  6. Can ZTNA Evolve Campus Network Security? By Will Townsend
  7. Envestnet Advisor Summit Highlights “The Intelligent Financial Life”, by Melody Brue
  8. IBM’s Newest Quantum Computing Roadmap Unveils Four New Quantum Processors And Future Plans For A Quantum Supercomputer, by Paul Smith-Goodson

Research Paper(s):

Podcasts:

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

  • NTT DoCoMo and Nokia 6G Trials, India Carrier Association Pushes Back on Private 5G and more!
    • NTT Docomo and Nokia team up on 6G trials – is it too soon?  
    • India Carrier Association Pushes Back on Private 5G
    • SKT launches second 5G edge zone in Seoul – what does it mean for future 5G service delivery?
    • T-Mobile VoNR launch, limited but first to market again, also launches 5G hotspot, free with a new line of service
    • Nokia and Cellnex collaborate on private networking in Europe – can it accelerate LTE & 5G deployments?
    • NTIA preliminary testing of 5G C-Band finds no harmful interference for aviation
  • Dish RAN Sharing, Next G Alliance 6G Use Cases, Verizon UWB Usage Spike, XCOM Labs at AWE2022 & More
    • Dish tees up RAN sharing – is it a realistic consideration for speeding 5G deployments in the U.S.?
    • Next G Alliance releases a 6G Use Cases Whitepaper
    • Verizon reports big gains for 5G data usage in the first half of 2022 – is it closing the gap?
    • XCOM Labs @ AWE2022
    • Is Nokia back-peddling on Open RAN and its role in 5G network deployments? 
    • T-Mobile and Deutsche Telekom 5G T-Challenge
  • Orange & Ericsson 5G Drones in Spain, US Cellular Mid-Band 5G Buildout, Nokia Industrial 5G Devices
    • Orange and Ericsson pilot a 5G drone surveillance system in the Port of Vigo, Spain – what could be the longer-term impact?
    • US Cellular 5G Midband Buildout – Nokia & Ericsson, no Samsung? $2 billion in spectrum is being rolled out.
    • Nokia introduces several industrial 5G devices – is it straying outside of its infrastructure core competencies?
    • AT&T 5G Standalone – Waiting for Devices? Says battery life is an issue.
    • T-Mobile’s recent private and hybrid 5G services (T-Mobile 5G Advanced Network Solutions) announcement recap and news that Nokia is a key partner – is it a smart match?  
    • CISA and DoD Release 5G Security Evaluation Process Investigation Study

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

  • Cyber-Security at the Edge
    • Gary’s history with the Chicago Cubs
    • Who is CFE Media? 
    • The complexities of Edge: IT and OT
    • Cyber-Security at the Edge
    • Supply Chain Concerns
    • How does CFE Media engage with edge-focused audiences?
    • Cyber-Security Commonalities between IT & OT
    • A Conversation about Morrissey

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

Moor Insights & Strategy Podcast

Press Citations: 

  1. Apple / Inquirer.net https://usa.inquirer.net/101938/as-apple-sets-software-upgrade-developers-hunt-for-headset-hints (Anshel Sag)
  2. Apple / Fidelity https://www.fidelity.com/news/article/technology/202206061353RTRSNEWSCOMBINED_KBN2NN0Q5-OUSTP_1 (Anshel Sag)
  3. Apple / Newsmax https://www.newsmax.com/finance/streettalk/apple-software-headset-meta-metaverse/2022/06/06/id/1073061/ (Anshel Sag)
  4. Apple / Business-Standard https://www.business-standard.com/article/technology/wwdc-2022-apple-dives-deeper-into-autos-with-software-for-car-dashboard-122060601226_1.html(Anshel Sag)
  5. Apple / Financial Post https://financialpost.com/pmn/business-pmn/apple-dives-deeper-into-autos-with-software-for-car-dashboard-3 (Anshel Sag)
  6. AT&T / CNET https://www.cnet.com/home/internet/at-t-is-working-on-20-gigabit-fiber-to-homes-could-launch-next-year/ (Will Townsend)
  7. Broadcom, VMWare / Fiercetelecom https://www.fiercetelecom.com/cloud/broadcoms-61b-deal-acquire-vmware-raises-questions-customers
  8. Broadcom/ VMWare / TheGlobalHerald https://theglobalherald.com/news/i-see-this-broadcom-vmware-deal-as-a-giant-conglomerate-play-says-moors-patrick-moorhead/
  9. Campfire, XR / Auganix.org https://www.auganix.org/campfire-expands-its-collaborative-xr-system-with-launch-of-campfire-studio-console-for-large-scale-holograms-in-ar-and-vr/ (Anshel Sag)
  10. Campfire / Yahoo https://www.yahoo.com/now/campfire-brings-high-fidelity-holographic-130000300.html (Anshel Sag)
  11. Campfire / PRNewsWire https://www.prnewswire.com/news-releases/campfire-brings-high-fidelity-holographic-collaboration-to-design-studios-301558527.html (Anshel Sag)
  12. Cybersecurity / Businesswire https://www.businesswire.com/news/beverlyhillschamber/20220606005262/en (Will Townsend)
  13. Discover / DHL https://www.dhl.com/discover/en-au/business/productivity/5g-and-logistics (Will Townsend)
  14. Google / AndroidCentral https://www.androidcentral.com/apps-software/wear-os-3-google-io (Anshel Sag)
  15. HPE /SiliconAngle https://siliconangle.com/2022/06/07/expect-hpe-discover-2022-join-thecube-june-28-30-hpediscover/
  16. IBM, AI, Hybrid Cloud / RCRWireless https://rcrwireless.com/20220609/telco-cloud/hybrid-cloud-and-ai-will-drive-techs-evolution-ibm-ceo
  17. LogicMonitor / Securitybrief.Asia https://securitybrief.asia/story/logicmonitor-shares-resiliency-framework-for-it-teams-and-cios
  18. LogicMonitor / Businesswire https://www.businesswire.com/news/home/20220602005398/en/LogicMonitor-Launches-Assessment-of-IT-Readiness-%E2%80%93-The-New-Board-Imperative
  19. LoRaWAN / Bloomberg https://www.bloomberg.com/press-releases/2022-06-07/lorawan-world-expo-s-in-depth-technical-sessions-prepare-businesses-for-success (Will Townsend)
  20. Nutanix / Siliconangle https://siliconangle.com/2022/05/25/supply-challenges-hurts-nutanixs-guidance-stock-plunges/ (Steve McDowell)
  21. Oculus / AndroidCentral https://www.androidcentral.com/gaming/virtual-reality/quest-2-units-sold-spring-2022 (Anshel Sag)
  22. Pure Storage, Netapp / SiliconAngle https://siliconangle.com/2022/06/01/netapp-pure-storage-deliver-solid-results-strong-day-storage-suppliers/ (Steve McDowell)
  23. Pure Storage / SiliconAngle https://siliconangle.com/2022/06/01/storage-service-next-evolution-enterprise-storage-solutions-atyourstorageservice/ (Steve McDowell)
  24. Pure Storage / Siliconangle https://siliconangle.com/2022/05/26/expect-storage-service-event-join-thecube-june-1-atyourstorageservice/ (Steve McDowell)
  25. Quantinuum / Yahoo Finance https://ca.finance.yahoo.com/news/quantinuum-introduces-inquanto-explore-industrially-135000337.html
  26. Quantinuum / News99 https://zpgf99.com/quantinuum-introduces-inquanto-quantum-chemistry-platform/
  27. Quantinuum / Yahoo https://www.yahoo.com/lifestyle/quantinuum-introduces-inquanto-explore-industrially-135000813.html
  28. Quantinuum / Scientific Computing World https://www.scientific-computing.com/news/quantinuum-introduces-inquanto
  29. Storage / SiliconAngle https://siliconangle.com/2022/06/03/3-insights-you-might-have-missed-from-the-at-your-storage-service-event-atyourstorageservice/ (Steve McDowell)
  30. Synaptics / Electronicsforu https://www.electronicsforu.com/tech-zone/tech-sensors/4-in-1-sensor-fusion-processor-open-doors-for-intuitive-iot-applications
  31. Twitter, NVIDIA, Broadcom / CNBC https://cnbc.netblogpro.com/video/2022/05/26/twitter-nvidia-and-broadcom-are-some-of-todays-stocks-pro-market-movers.html
  32. Unreal Engine / Freethink https://www.freethink.com/technology/unreal-engine-metaverse (Anshel Sag)
  33. Ventana Micro / WFMZ https://www.wfmz.com/news/pr_newswire/pr_newswire_technology/ventana-micro-ceo-to-speak-at-the-six-five-summit/article_91810e71-3e3e-5d69-a2ba-f7f4c5cd8df8.html
  34. VMWare / Techcrunch https://techcrunch.com/2022/05/23/why-in-the-world-would-chipmaker-broadcom-be-interested-in-vmware/
  35. VMware, Broadcom / Thenewstack.io https://thenewstack.io/vmware-to-be-acquired-by-broadcom-in-a-61-billion-deal/
  36. XCOM, VR / Sandiegouniontribune https://www.sandiegouniontribune.com/business/story/2022-06-01/xcom-labs-founded-by-former-top-qualcomm-executives-shows-off-wireless-glitch-free-virtual-reality (Anshel Sag)

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) 

  • June
    • Cisco Live!, Las Vegas, June 12-16 (Matt Kimball, Steve McDowell, Will Townsend, Patrick Moorhead-virtually)
    • Lenovo Analyst Summit, Raleigh, June 15-17, (Matt Kimball, Pat Moorhead, Steve McDowell)
    • Zscaler Cloud Summit – Las Vegas, June 21-23 (Will Townsend)
    • Amazon re:MARS, Las Vegas, June 21-23 (Patrick Moorhead)
    • IBM Think, Dallas, June 22 (Paul Smith-Goodson)
    • Advisory Day, Santa Clara, June 27 (Patrick Moorhead)
    • HPE Discover, June 28-30, Las Vegas (Matt Kimball, Paul Smith-Goodson, Steve McDowell, Will Townsend, Patrick Moorhead)
  • July
    • LoRaWAN World Expo, Paris, July 5-7 (Will Townsend)
    • OVH Cloud Summit, July 6, virtual (Steve McDowell)
    • Samsung Networks Analyst Event, Dallas, July 14 (Will Townsend)
    • Zoho Days, Austin, July 25-27 (Patrick Moorhead)
    • AWS Re:Inforce, Boston, July 26-27 (Will Townsend)
  • August
    • Flash Memory Summit, Aug 2-4, Santa Clara (Steve McDowell)
    • Advisory, Seattle, August 16-17 (Patrick Moorhead)
    • Hot Chips, Aug 21-23, virtual (Steve McDowell)
    • VMware Explore, San Francisco, Aug 29-Sept 1 (Matt Kimball, Steve McDowell, Patrick Moorhead)
  • September
    • Quantum Open House Event, TBD (Paul Smith-Goodson)
    • Intel InnovatiON, San Jose, Sept 27-28 (Steve McDowell)
    • SNIA Storage Developer Conference, San Jose, Sept 28-29 (Steve McDowell)
  • October
    • Google Cloud Next, October 11-13 (Patrick Moorhead)
    • Oracle CloudWorld, Las Vegas, October 16 (Matt Kimball, Patrick Moorhead, Steve McDowell)
    • Open Compute Global Summit, October 18-20 (Steve McDowell)
    • Austin GP, Austin, October 21 (Patrick Moorhead)
    • Advisory, NYC, October 24-27 (Patrick Moorhead)
  • November
    • Micron Insights 2022, San Francisco (Patrick Moorhead)
    • AWS re:Invent, Las Vegas (Patrick Moorhead)
  • January
    • CES 2022, Las Vegas, January 5-7 (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, 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. Nigel Church, Business Associate, Writer, Editor
  7. Jacob Freyman, Writer, and Researcher 
  8. Connor Kenyon, Six Five Sales & Business Development