Moor Insights & Strategy Weekly Update Ending September 10, 2021

I hope you all had a great week!  

Last week, Paul and I attended Lenovo Tech World, and I presented at IBM’s “Power of 10” event. 

This week, I will be attending Global Foundries Technology Summit (with Anshel), Zoomtopia, the Cisco analyst summit (with Matt), and the Apple event.  Melody will be attending Finovate Fall.  Will plans to attend Open RAN Forum.

Our MI&S team published 18 deliverables: 

The press quoted us with 5 citations. Journalists wanted to hear about Apple, Discover, IBM, and Intel. 

Quick Insights:

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

  • Climate change is very complex from a computational standpoint. It is important to develop next-generation models. For that purpose, the National Science Foundation (NSF) has selected Columbia University as the climate modeling center called Learning the Earth with Artificial Intelligence and Physics (LEAP). Atmospheric Research (NCAR) and NASA’s Goddard Institute for Space Studies (GISS) will collaborate with the new center to create next-generation data-driven physics-based climate models. The center will create a new discipline merging climate science with data science and AI to achieve its mission. 
  • B.) Open AI has created an improved version of OpenAI Codex, an AI system that translates natural language to code. It was released through an API in private beta. Codex powers GitHub Copilot, which Open AI built and launched in partnership with GitHub a month ago. Open AI Codex is proficient in more than a dozen programming languages. It can interpret simple commands in natural language and execute them, making it possible to build a natural language interface to existing applications. Open AI is inviting businesses and developers to build on top of OpenAI Codex through its API. Information is here.

AR/VR (Anshel Sag)

  • N/A

Carrier/Wireless (Will Townsend)

  • AT&T and Oneweb announced a partnership intended to extend AT&T’s business service coverage within underserved fiber and mobile coverage areas. It represents a big win for Oneweb, one of the first companies to market with low earth orbit (LEO) based Internet services but stumbled financially and required capital infusion through a bankruptcy reorganization. I believe this tie-up will go far in proving the viability of LEO as a backhaul alternative to microwave. 

Datacenter: 

  • Storage- (Steve McDowell) 
    • N/A   
  • Networking- (Will Townsend) 
    • Cisco announced its Net Zero initiative to reach net-zero across all scopes of emissions by 2040. It is an audacious goal, but I believe it can immediately demonstrate tangible and measurable progress through its Country Digital Acceleration (CDA) program. CDA focuses on bringing connectivity solutions to underserved regions of the world, and often these areas lack traditional energy grid infrastructure. Subsequently, Cisco has an opportunity to integrate renewable energy platforms such as solar and wind into these deployments as a blueprint.
  • Server- (Matt Kimball) 
    • IBM released its 7nm POWER10 chip in its E1080 server.  The POWER10 chip – up to 15 cores, with each core spurring 8 threads. The CPU – and the E1080 server are performance beasts. IBM’s claims with the E1080 seem to focus on performance (of course), power (lower case), and security. And in each one of these areas, IBM demonstrates significant leadership capabilities. What I like about the E1080 (and underlying POWER10 chip) is the focus on acceleration offloads for AI via four math matrix accelerators per core. Some claims show POWER10 delivering a 20x performance increase, though the most recent claims have brought that down to a 5x increase in AI performance. In a market that is screaming toward purpose-built servers and silicon, POWER10 is a very interesting play.  And the E1080 has a chance to capture share in adjacent market spaces. 
    • My two big takeaways from Lenovo Tech World were – the company is “all in” on everything-as-a-service and a deepening of its commitment to the edge. 
      • Everything-as-a-Service – I am a big fan of the way Lenovo positioned TruScale to the market. At the time, it was the easiest message to understand for IT shops that sat below the “large enterprise” category, in my opinion.  I am still a big fan of TruScale messaging and positioning and think opening the company’s portfolio to expand TruScale offerings is wise. I also believe there is a significant opportunity in democratizing advanced workloads through TruScale solutions in specific downstream verticals. The key will be investing in the proper channels and executing a solid sell-through and sell with strategy.
      • Edge – Lenovo made a strong push into “the edge” a couple of years back.  And I like the VMware partnership and the message this sends.  But here’s my struggle about the edge – and this is not related to Lenovo. “The Edge” has morphed over time. For example, Remote Office/Branch Office (ROBO) – is now considered an edge deployment. And ROBO means everything from (literally) a small branch office to the chain of pharmacies and retail outlets with racks running in a closet to support store-specific functions. The point is – the edge is very segmented. Segmented by vertical, segmented by subvertical, and segmented by geo. And each vertical has its ecosystem of specialized hardware, software, and channel players and integrators that service. I believe OEMs and IT solutions providers looking to make a dent in “the edge” start attacking at a more granular level (per vertical/segment/geo) – claim leadership in one of these edge markets, and expand.       

FinTech (Melody Brue)

  • N/A

IIoT and IoT (Bill Curtis)

  • N/A

Personal Computing/ Collaboration (Anshel Sag) 

  • N/A

Quantum Computing (Paul Smith-Goodson)

  • IonQ quantum computing and the University of Maryland announced a $20 million, 3-year “investment” in quantum computing partnership to create the National Quantum Lab at Maryland, or Q-Lab. It will be the nation’s first user facility that enables the scientific community to pursue world-leading research through hands-on access to a commercial-grade quantum computer. The Q-Lab will be located in the UMD Discovery District, next to IonQ’s headquarters in College Park.
  • E.ON is a European utility company in Europe that will be working with IBM Quantum to implement quantum solutions for their critical workflow. Energy is rapidly becoming decentralized in the way distribution grids are fed. E.ON wants to determine if quantum computing can optimize the many sources of decentralized energy feeding the infrastructure. It is expected that many smaller companies and households will feed the grid in the future. Additionally, quantum computing could provide more effective charging for the growing number of electric cars. As a partner of IBM Quantum, E.ON will have access to IBM’s quantum computing systems via the IBM Cloud and IBM’s quantum expertise and Qiskit quantum software developer tools. With these IBM Quantum resources, E.On will work with IBM Quantum Technical services team to make this innovation possible.

Security (Will Townsend)

  • I have recently spoken to a handful of security startups, including Airgap, Infiot, and Elisity, participating in a category defined as Secure Application Access (SAA). SAA promises to provide robust, cost-effective security by requiring authentication before accessing private applications. I like SAA’s flexibility in supporting multi-cloud and eliminating backhaul remote users through a corporate network. The latter is compelling given the nature of work shifting to hybrid post-pandemic. 

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

  1. Qualcomm CEO Cristiano Amon Paints A Picture Of The Future Automobile At IAA Mobility 2021, by Patrick Moorhead
  2. IonQ Scores Quantum Computing Deal With University Of Maryland And Announces It’s Tripling 2021 Bookings, by Patrick Moorhead
  3. Why 3GPP Just Works– Multiple Generations Of Global Cellular Standards And Solid Execution, by Patrick Moorhead
  4. The New IBM Power E1080 Looks Like A Performance Beast, by Patrick Moorhead
  5. Live From Denver: The Big 5G Event 2021, by Will Townsend
  6. Dell Technologies Brings AI To The Edge, by Steve McDowell
  7. The Metaverse Debate Rages On: Who’s Right And Why Does It Matter? By Anshel Sag

Blogs Published (MI&S)                                                              

  1. Samsung Galaxy Z Flip3 Review- An Affordable Foldable For Every Businessperson, by Patrick Moorhead
  2. Aura Now Offering Digital Security Platform To Businesses As An Employee-First Solution, by Patrick Moorhead
  3. IBM Telum- A New Chapter In Vertically Integrated Chip Technology, by Patrick Moorhead
  4. Intel’s Architecture Day Showed The Company’s Breadth, Depth, And Future, by Patrick Moorhead
  5. T-Mobile’s 5G Network Enables VR Human Cadaver Lab At Fisk University, by Anshel Sag
  6. Intel Plants An Infrastructure Flag With Mount Evans, by Will Townsend
  7. Intel Makes A Strong Statement On The Datacenter Front With Sapphire Rapids, by Matt Kimball

Research Paper(s):

  • N/A

Podcasts:

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

  • The G2 on 5G Podcast – Episode 66 – September 10, 2021
    • AT&T and OneWeb partner up to extend reach into remote areas – could it be successful?
    • Dish’s 5G delays
    • NFL and Verizon Ink rumored $1B 10-Year Partnership Deal Extension with 5G as focus
    • Cisco partners with a handful of companies in Austria for a remote piloted racing car POC- could it represent a future 5G powered service?
    • Ericsson 5G energy saving trial with Vodafone UK using 32t32R radio
    • IAA 2021 – Qualcomm’s 5G Vision for Automotive and ADAS

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

Press Citations: 

  1. Apple / AOL https://www.aol.com/finance/apple-facing-mountain-controversies-investors-172000800.html
  2. Discover / DHL https://www.dhl.com/discover/business/productivity/5g-and-logistics (Will)
  3. IBM/ HPC https://www.hpcwire.com/2021/09/08/ibm-introduces-power10-based-server-the-power-e1080-targets-hybrid-cloud/
  4. IBM / Yahoo Finance https://finance.yahoo.com/news/ibm-power-e1080-server-promises-040114681.html
  5. Intel / SiliconAngle https://siliconangle.com/2021/09/07/intel-says-invest-95b-new-european-chip-factories/

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

  • AMD RX 6600XT
  • Dell UltraSharp Webcam 4K
  • HP Reverb G2 Omnicept, Chromebase All-in-One desktop
  • Poly P15
  • Samsung Galaxy buds 2, Galaxy Watch 4, Galaxy Z Fold3 5G, and the Galaxy Z Flip3 5G, Galaxy Watch4 Classic 46mm
  • TCL 20 Pro 5G
  • Xilinx Kria KV260 Vision AI Kit

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

  • September 2021
    • Finovate Fall – Sept 13-15 (virtual) (Melody Brue)
    • Open RAN Forum – September 14 (Will Townsend)
    • Global Foundries Technology Summit – Wed, September 15 (Anshel Sag, Patrick Moorhead)
    • Cisco analyst summit, Sep 15-16 (Matt Kimball, Patrick Moorhead) 
    • Apple Event, Sep 14 (Patrick Moorhead, Anshel Sag)
    • Microsoft Surface event, September 22 (Patrick Moorhead)
    • NTT Research Upgrade 2021, Sept 20-21 (Paul Smith-Goodson)
    • Oracle LIVE, Sep 20 (Patrick Moorhead)
    • Dreamfarce, Sep 21 (Patrick Moorhead)
    • Nutanix .NEXT, Sept 20-23 (Matt Kimball)
    • Dell Technologies event, September 22 (Matt Kimball)
    • Storage Develop Conference, Sept 28-29 (Steve McDowell)
    • AnsibleFest, September 30 (Matt Kimball)
  • October 2021
    • Box Analyst Summit, October 6 (Patrick Moorhead)
    • VMWorld, October 5-7 (Matt Kimball, Steve McDowell, Patrick Moorhead, Will Townsend)
    • NAB 2021, October 10-13, Las Vegas, in person (Steve McDowell) 
    • Nutanix .NEXT,  October 12-14 (Matt Kimball, Steve McDowell)
    • Dell Tech Summit, October 12-14 (Patrick Moorhead)  
    • Google Cloud Next 21, October 12-14 (Matt Kimball, Will Townsend, Patrick Moorhead)
    • Brooklyn 5G Summit – October 18-19 (virtual) (Will Townsend)
    • IEEE Quantum Week Oct 18-22 (Paul Smith-Goodson)
    • Arm DevSummit 2021, October 19-21 (Anshel Sag, Matt Kimball, Paul Smith-Goodson, Patrick Moorhead)
    • NetApp Insight, October 20 (Steve McDowell)
    • Arm DevCon, October 21 (Matt Kimball)
    • AT&T Business Summit – October 25 (in-person- moderating a panel)
    • Energy Drone & Robotics Summit, October 25-27 (Steve McDowell)
    • REMOVE AT&T Business Summit, Dallas, October 25-27 (Steve McDowell)
    • IntelON and Analyst event, San Francisco, Oct 26-28 (Paul Smith-Goodson, Patrick Moorhead)
    • MWC Los Angeles – October 26-28 (Will Townsend)
    • Intel Innovation (IntelON), October 28 (Matt Kimball)
  • November
    • MVNO World Berlin – November 2-3 (in person) (Will Townsend)
    • NVIDIA GTC, Nov 8-11 (Patrick Moorhead)
    • Nokia GAF – November 15-18 (Will Townsend)
    • Lenovo Advisory Council, November 16-18 (Patrick Moorhead) 
    • Red Hat Analyst Dat, November 18 (Matt Kimball)
    • 5G Techritory Latvia – November 22-25 (in person) (Will Townsend)
    • AWS re:Invent – November 29-December 5 (Will Townsend, Patrick Moorhead)
    • Snapdragon Tech Summit, Nov 30-Dec 2, Hawaii (Patrick Moorhead, Anshel Sag)
  • December
    • Marvell industry analyst day, December 7 (Patrick Moorhead)
  • January
    • CES 2022, Jan 5-7, Las Vegas (Patrick Moorhead-virtual)

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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, Senior 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 
  10. OPEN, Smart Home 

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, A.P., AR, travel, writer 
  5. Lee LeClercq Williams, Business Associate 
  6. Jacob Freyman, Writer, and Researcher