Moor Insights & Strategy Weekly Update Ending March 24, 2023

By Patrick Moorhead - March 30, 2023

We hope everyone had a great few weeks!  

This week, I attended HP Amplify in Chicago, Melody is in Orlando for Enterprise Connect, and Will is attending Connected America in Dallas.

Over the last few weeks, our team has been busy traveling; SXSW and Adobe Summit 2023 (Melody Brue), LoRa Alliance Event in Orlando (Will Townsend), IBM event in Poughkeepsie (Pat Moorhead), and NVIDIA GTC (Matt Kimball).

Our MI&S team published 60  deliverables:  

The press quoted us with 26 citations. Journalists wanted to hear about AMD, Apple, AT&T, AWE, ByteDance, Chromebooks, Datacenter, Edge!, Fintech, 5G, Google, IBM, Marvel, Microsoft, MWC, NVIDIA, Qualcomm, Quantinuum, Smartphones, SVB, TikTok.  

MIS Quick Insights: 

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

  • This week in GTC 2023, NVIDIA announced DGX Cloud, a hybrid cloud training-as-a-service based on the DGX platform. The platform provides access to an AI supercomputer from a web browser. The service allows companies to start small and scale up. It will benefit companies without the resources to implement a large AI system. DGX Cloud is currently available on Oracle Cloud and will soon be available on Microsoft Azure and Google Cloud. 
  • NVIDIA also announced NVIDIA AI Foundation as part of DGX Cloud. It provides three different generative AI models: NeMo for language, Picasso for generating images, videos, and 3D-Models, and the BioNeMo foundation model is for drug discovery.
    • These services will democratize AI.
  • Google just announced how it uses foundation models and generative AI to augment every product possible. Here are a few of the new AI-related changes:
  • Google's generative AI models are multimodal and use text to general new outputs, including text, code, audio, images, video, and simulations. It appears that Google will offer varied sizes of foundation models that allow customers to tune on 3 or 4 dimensions. These will be offered to developers and enterprises via an API. 
  • Google has also created a new tool called PaLM API that allows developers to build on top of Google language models. It includes MakerSuite, which will enable ideas to be prototyped.
  • Vertex AI platform for machine learning and AI now uses generative AI APIs and end-to-end support that range from serving to tuning foundational models.  
  • By the way, don't look for a way to order new products - they are only available to trusted users now.
  • I'm working on a full review of how Google uses AI to modify and create products - and if it has done enough compared to what Microsoft has done with M365.
  • There has been no letup on the buzz surrounding GPT-3 since its launch.  Reports are still circulating about Google's desperation to integrate AI into every possible product. Google has reason to be concerned, of course. But the next layer of speculation is centered on GPT-4.  After witnessing the public's awe about the capability of GPT-3, regardless of how powerful GPT-4 turns out to be, it will likely not measure up to the inflated hype being spread by some pundits.  Will it be more powerful than GPT-3? Yes. But judging from some of the speculations I've read about its imagined size and capability, it may be more of a disappointment than amazement.   

AR/VR (Anshel Sag) 

  • Meta has lowered the price of the Quest Pro to $999 from $1500, which I believe is its attempt to counter the HTC Vive XR Elite's price of $1099 with similar specs. I don't think the Quest Pro is for most consumers and mainly serves as a developer device. 
  •  PiMax has secured an additional $30 million in series C1 funding to help it roll out its next generation of VR headsets; this is great because they are an independent company and having them in the market continuing to innovate is good for the industry. 
  • Samsung has filed a trademark for Galaxy Glasses, which implies what we may see from Samsung's first pair of AR glasses rather than an MR headset. 
  • IDC reports that global XR headset shipments declined sharply in 2022; however, Nreal claims it shipped over 100,000 headsets alone last year. Most of the decline came from Meta, which had an 80% market share.

Carrier/Wireless (Will Townsend) 

  • I am impressed with NVIDIA’s GTC23 announcement with AT&T. The company is leveraging its AI leadership to help the mobile network operator reduce operating expenses with smarter truck rolls, accelerate its 5G network deployment, improve subscriber experience with consistent connectivity, and support sustainability goals through efficient power management. I suspect other operators will follow suit in the future.
  • Xfinity is doing a disservice in promoting its networking infrastructure as “10G”. Uneducated consumers will likely associate it with 5G mobile network deployments and confuse the two. The FCC needs to set stricter guidelines for telecommunication service marketing to mitigate market confusion.                       

Datacenter:  

Networking- (Will Townsend)  

  • I recently penned a Forbes contribution focusing on the importance of automation and assurance, especially in light of the continued adoption of networking as a service solution. Many automation offerings are based on legacy architectures that are refactored and do not support the needed scale. Enterprises must ask the right questions to determine viability, ensuring platforms are containerized and microservices-based.  
  • HPE has been on an acquisition tear lately, announcing acquisitions of Athonet to bolster its private 5G offering and, most recently, Axis Security to address gaps with respect to SSE functionality. The latter should strengthen the company’s SD-WAN platform and deliver on its promise of SASE. It’s a smart move, proving again that acquiring intellectual property is often a shortcut to months, if not years, of organic roadmap development.       

Server (Matt Kimball)

  • Oracle’s latest update to its MySQL HeatWave service is a big deal. The ability to automatically tune ML algorithms and detect/remove anomalies is a big time and cost savings (never mind data accuracy). I used to talk about MySQL HeatWave as democratizing analytics. Then it was democratizing AI. MySQL HeatWave goes further than democratization of data management and analytics – it automates these functions. If OCI needed a killer app – it would be MySQL HeatWave.
  • My biggest takeaway from NVIDIA GTC was what the company has achieved with DGX cloud. How big and valuable is a company’s brand when major CSPs are happy to let you stand up your supercomputer in their cloud – and promote it as your hardware and software? Oh, and is this a new Arm CPU populating the cloud world? Oracle cloud, Equinix, and soon-to-be Azure. Very impressive. 
  • Five nodes in four years. That's right – this is what Intel aims to accomplish as it looks to regain its footing in the competitive server chip marketplace. I like the boldness. And I like that the company has a sense of urgency regarding the competition.  Not just AMD, but also Ampere (who has suddenly gotten aggressive in positioning), NVIDIA (soon to be), and the suddenly interesting RISC-V chip space. I still contend the company made a smart move in Sapphire Rapids by focusing on the acceleration of workloads – and making that acceleration easy for developers and customers. 
  • What do the restrictions put on Inspur put on the North American hyperscale market? I expect these restrictions to boost all players, but I hope to see Lenovo and Supermicro benefit the most as they are most aggressive in these spaces. 

Storage (Matt Kimball)

  • I love what Lenovo is doing in storage. Much like its server business – the company has quietly been building gravity in the volume side of the storage business, achieving top status in the biggest market segment (<$25K). Not only has the company captured the lower end of the market, but it has also made strong progress in the mid-range and high-end AFA segments. I expect the company to continue to drive growth that outpaces the market as it has found its groove.
  • Can we stop talking about the death of SQL-based database platforms? Yes, oSQL platforms are being used virtually everywhere – and yes, they are the platform of choice for cloud-native applications.  But I have two words for you – data gravity. There is too much legacy data vital to the enterprise. Furth r, the work companies like Oracle do to open its platforms to all data structures makes it easy for organizations to deploy all types of NoSQL – graph, column, KeyValue, document, etc. Look for companies like MongoDB and CouchBase to continue to grow their market presence – but don't look to Oracle, MSFT, and others to simply fade away.

ESG (Melody Brue)

  • IntegrityNext has raised $109M for a platform to audit supply chains for ESG compliance. NLP sentiment analysis for ESG insights platform SESAMm closed a series B2 funding round of $37 million recently. This indicates the venture world's appetite for ESG measurement tools, which has been largely inconsistent and opaque across industries. Although neither of these platforms standardizes an ESG reporting framework, heavy investments made into the efforts to do so show an understanding of the need, which feels promising.
  • I quickly summarized HPE Financial Services' new "Force for Good" financing program last week. This week I dug deeper into the offering, weighed it against a similar program from Cisco Green Pay, and compared it to Lenovo's TruScale. You can read more about it in this Forbes article. While the XaaS models of all three are comparable, HPE has focused on companies that have made sustainability progress. Cisco Green Pay is available to all customers, as is Lenovo's TruScale. However, HPE and Cisco concentrate their offerings on the circular economy, while Lenovo leaves the environmental impact out of TruScale's messaging.  

Financial Tech (Melody Brue)

  • Silicon Valley Bank, the default banking option for startups, has lost $1.8 billion in the sale of U.S. treasuries and mortgage-backed securities that the bank invested in, owing to rising interest rates. It also announced that its deposits are lower than expected due to startups raising less venture capital and burning through more cash. The bank announced Thursday its plans to raise $1.75 billion through a stock sale, causing parent company SVB Financial Group's shares to drop as low as 80%. Some speculate that another financial institution will come in and acquire the bank. In the meantime, VC firms, including Peter Thiel's Founders Fund, have advised their portfolio companies to withdraw their funds from the bank.

IioT and IoT (Bill Curtis) 

  • Many tech news sites recently reported that Belkin intends to “take a step back” from Matter deployment. Most reporters and analysts overreacted to this revelation. One headline read, “Belkin takes a big step back from Matter, endangering universal smart home standard.” After checking with Belkin management, I can confirm this is not an SVB-like panic where everyone runs for the exits. Matter is not in any “danger.” The situation is the opposite – Belkin is planning for Matter’s success. The company intends to adjust its product strategy in light of Matter’s unavoidable commoditization effects, so it decided to delay the launch of Matter-based products such as smart plugs, switches, and dimmers. Matter-based product companies must decide whether to build high-volume, low-margin commodity products or produce innovative, differentiated products at higher margins. The marketplace needs both. Belkin is considering the latter, but other companies are better suited for “volume and velocity.”  Although the days of the $60 “smart” light switch are ending, Matter enables a new generation of smart home innovation opportunities. CE product companies should plan accordingly and choose thoughtfully.
  • I frequently write about the IoT "platform" trend driving semiconductor companies beyond chips and offering complete IoT platforms – hardware and software that enable OEMs to focus on applications, not systems development. Here are some great examples of this trend from embedded World 2023.
  • Qualcomm introduced new 5G IoT chipsets combining a complete set of function blocks for high-end edge applications with software support for four OSes – Linux, Ubuntu, Android, and Microsoft Windows IoT Enterprise. The QCM6490 has 5G and Wi-Fi connectivity, and its sibling, the QCS6490, is Wi-Fi-only. The company also announced two new robotics platforms. the RB1 with the QRB2210 SIP (system in package) and the RB2 with the QRB4210, featuring more graphics and AI horsepower. Both platforms support mezzanine boards for vision systems and 5G. The stack runs Linux or ROS, aligning with the “platform” IoT trend. Qualcomm also announced Edge Labs, a partnership with Arrow Electronics, to streamline IoT solution development.
  • NXP sharpens its focus on Matter security with the EdgeLock SE051H, a secure element integrated with EdgeLock 2GO services for factory-installing the credentials necessary for Matter device commissioning. This solution simplifies a major problem OEMs face when building secure Matter-enabled devices – delivering device-specific certificates and injecting them into products. NXP also announced a new version of the MCUXpresso toolchain, including a custom-built MCUXpresso extension for Microsoft VS Code and streamlined code delivery using Open-CMSIS Packs. 
  • Silicon Labs introduced the Cortex-M33-based xG27 family of tiny IoT devices, ranging from 2mm to 5mm square. The BG27s have Bluetooth connectivity, and the MG27s have Zigbee. Some variants can run on 0.8V using a dc-dc boost converter.
  • Samsung chose the Nordic nRF52833 SoC for a new Galaxy SmartTag device. The chip runs on a coin cell for a year and uses Bluetooth 5.1 signal strength (RSSI) and angle-of-arrival / departure direction-finding features. The SmartTings Find network is over 200 million nodes, so expect a rapid ramp to large production volumes. Watch for the rapid growth of new, inexpensive location-finding applications using Bluetooth and UWB.
  • Industrial robotics news this week:
    •  Rockwell Automation announced a strategic investment in READY Robotics, developer of the ForgeOS software-defined automation platform. The strategy is multi-vendor industrial robotics integration. We'll be watching this one.
    •  Hedging bets on full agricultural automation, John Deere acquired SparkAI, a startup that offers human-in-the-loop technology to assist robotics in real time. Ag might be a good fit for this tech.
  • Intelligent, super-adaptable "picking" platform RightHand Robotics ($99m raised so far), a Harvard Biorobotics Lab spinout, picked Brien Owen as CEO, replacing cofounder Yaro Tenzer.

Modern Work (Melody Brue)

  • Adobe Firefly was the buzz of this week's Adobe Summit in Las Vegas. The new family of generative AI models is designed specifically for generating media content. Firefly'sFirefly's beta version is exclusively web-based and not intended for commercial use. It is currently compatible with Chrome, Safari, and Bing but not available on mobile or tablet devices, though support for these platforms is planned for the future. Once Firefly becomes generally available, it will be integrated into Adobe Experience Manager, Express, Photoshop, and Illustrator. Firefly will eventually be integrated across all Adobe clouds, allowing customers to incorporate it into their content creation and modification workflows. 
  • The training data for Firefly comprises exclusively Adobe Stock images, publicly licensed content, and public domain content with expired copyrights. The aim is to develop generative AI images and text effects that can be used for commercial purposes without concerns about ownership or permission.
  • Eventually, Firefly will have the capability to be trained on clients' creative assets. This will enable Firefly to produce content that aligns with a specific brand style and design language, making it much simpler and faster for brands to create collateral - boosting productivity and better targeting customers. There'sThere's a lot more to unpack with Firefly. Look for my Forbes write-up shortly. 
  • Microsoft Bing also released its generative AI image creator this week, several weeks after launching it'sit's ChatGPT integration in the new Bing and Edge. It is logical, however, for images to follow the text. The large language models (LLMs) that power generative AI chatbots face different ethical and copyright complexities with images than with text; hence the sequence of the roll-out is reasonable.
  • Grammar assistant Grammarly (which we use at MI&S and I'mI'm a fan of) has announced GrammarlyGo, its new suite of generative AI capabilities coming soon. Grammarly says GrammarlyGO considers your context, preferences, and goals to instantly generate high-quality drafts, outlines, replies, and revisions as you write. The company's recent beta introductions, including writing for conciseness and adjusting for tones and audiences, are nice features. While not perfect, I am often surprised at the level of sophistication in its recommendations.
  • I look forward to trying GrammarlyGo when the beta becomes available early next month and will likely share thoughts here. 
  • Cisco has partnered with Mercedes-Benz to provide mobile office experience in the new Mercedes-Benz E Class vehicles. The Webex App will be available globally for download from the Mercedes-Benz Car App Store starting with 2024 models, enabling drivers to connect with their team safely from anywhere. The partnership aims to address the needs of the hybrid workforce by providing an optimal collaboration experience in the car. Safely is addressed by shifting into call-only mode while driving, but richer experiences are available when not moving - including video conferencing, automated transcription facilitated by AI, exchanging of content, and use of emojis. 
  • The partnership is part of the Webex for Automobiles program, which includes Webex Meetings for Apple CarPlay and collaboration with Ford Motor Company. It expands the definition of "work-from-anywhere" and location flexibility, making it simpler to get things done from job sites or between meetings.
  • Google and Microsoft are at it again in the AI wars. Both companies announced new AI tools for workplace productivity this week. Google announced new generative AI-powered features in Google Workspace that can generate Gmail and Google Docs drafts. Google plans to roll out the features to limited testers in the coming weeks. I’ll dive deeper into the features and their impact on modern work soon. 
  • Similarly, Microsoft announced Microsoft 365 Copilot, an AI-powered chatbot embedded into Word, Excel, PowerPoint, Teams, and more. The copilot works with the user to enhance productivity and generate human-readable content, designer-level PowerPoints, and more. Copilot uses an LLM grounded in organizational data in the Graph, making it company-specific and secure. Microsoft introduced several other AI-powered tools, including a low-code developer Copilot in Power Platform and Business Chat to surface data and insights across all 365 apps. 
  • For both Microsoft and Google, the use cases are seemingly limitless and have the potential to change workflows significantly. As the tools roll out to a broad base of users, we will see how ready for prime time they are and how people receive and adopt them. Both companies focus on responsible AI, which must remain a significant priority as these tools and features roll out.
  • Construction is an industry struggling to close the gender gap. Women account for only 10.9% of all construction workers in the United States (compared to 57.4% of women in the general workforce). However, Procore, a construction management platform, is taking steps to address this through its Women in Construction (WIC) program. The program aims to provide advocates and resources for women in the industry, including online communities and mentorship programs. While there is a general recruitment issue regarding women, the retention problem is more significant. The program addresses this by providing career development opportunities and promoting work-life balance. Procore operates in 125 countries, and its software has created more opportunities for women in software development, project management, and marketing. While I think the company released too little data on women in the industry so it could promote the program in time for International Women's Day, the company is on the right track in DEI.

Personal Computing/ Collaboration (Anshel Sag)  

  • Germany is expected to ban Huawei from its 5G network, which is interesting because the Chinese embassy claims that 60% of Germany's 5G network is Huawei. 
  • Verizon now claims that its 5G mid-band service reaches 200 million users; this is where I believe a 5G network in the US is viable for new services and applications. We will see an acceleration of new applications and services once Verizon enables standalone, which I believe could come any day now that it effectively covers 2/3 of the population. 
  • The FCC has given Dish approval to start testing the 5G spectrum in the 800 MHz band, which is a band that T-Mobile is required to offer for sale to Dish as a spectrum divestiture agreement. While it is only 13.5 MHz of spectrum, it could considerably improve Dish's coverage and speed. If Di h doesn't buy the spectrum for $3.59 billion by April 1, it will have to pay T-Mobile $72 million and the US Government $360 million. Remember that it already owns a considerable 600 MHz spectrum, so this could be a redundant spectrum for coverage purposes. 

Quantum Computing (Paul Smith-Goodson) 

  • Interestingly, Cisco is opening a quantum lab in Santa Monica. The lab will be working on quantum technologies, optics, and photonics. Cisco already has some offerings in the areas of quantum networking and security. According to its press release, it will develop software and hardware prototypes; its research will be complemented by joint projects with university labs on technologies that require long-term development, including regional and national Quantum Internet testbeds.  It currently has several academic partnerships, including Georgia Institute of Technology, University of Texas at Austin, University of Washington, UCLA, Purdue, and  Ohio State University, 
  • NVIDIA announced DGX Quantum, a combination quantum control platform and a high-performance accelerated computing platform consisting of the NVIDIA Grace Hopper Superchip and CUDA Quantum open-source programming model. The system allows researchers to build applications that combine quantum computing with classical computing, which can help with calibration, control, quantum error correction, and hybrid algorithms. The system also provides sub-microsecond latency between GPUs and quantum processing units (QPUs).  The NVIDIA Grace Hopper system integrates NVIDIA Hopper architecture GPU with the new Grace CPU, designed for giant-scale AI and HPC applications. OPX+ is a universal quantum control system provided by Quantum Machines.
  • I have concerns about how AI will financially affect the advancement of quantum computing startups and their general development.  AI has been in the news for quite some time, but never to the extent we are seeing now. 
    • Multi-modal models with billions of parameters are the new shiny objects attracting media and public attention. And for a good reason - these models produce extraordinary outputs with simple text inputs. To the average person, access to an AI model is like having a resource available that is knowledgeable about everything you might want to know or improve on. For corporations like Google and Microsoft, AI can add value and function to almost every digital product. 
    • Where is new investment funding likely to go? To an exciting new startup with an AI-enhanced game-changing product that will make its competitor's offering obsolete? Or will it go to quantum computing, which has been chugging along for decades to advance the science and can finally see its operational usefulness a few years in the future?
    • We all know the answer to that question. It is not an issue if AI will drain funding from quantum; it's a question of to what extent quantum will be affected.
    • Equitable distribution of investment and resources is crucial to ensure the success of both technologies. Both have the potential to impact our future significantly. However, the actual value of these technologies lies in being converged into a unified technology, but that can only happen if AI and quantum are equally developed and ready to be integrated. 
  • Researchers at the National University of Singapore have developed an algorithm that can limit atom losses while producing large, defect-free atom arrays used in quantum computing and simulation. The algorithm reduces the number of sequential movements required during the process, which minimizes the likelihood of defects in the final configuration. As a result, the algorithm can produce a wide range of new arrays with a high probability of having zero defects. The team believes that the algorithm could be applied to various target array geometries and setups, with further improvements expected in the future. This is an algorithm that may be useful for companies like Atom Computing.
  • PsiQuantum has obtained access to one of Europe's largest liquid-helium cryogenic reactors, which has an approximate temperature of -270°C. Along with that access, it received the equivalent of over USD 10 million in financing from the UK's Department for Science, Innovation, and Technology to build the next generation of high-power cryogenic modules. If Ps Quantum is to achieve its goal of creating a fault-tolerant, million-qubit quantum computer capable of solving commercial problems, it will need massive amounts of cooling for its superconducting single-photon detectors.
  • IBM, Google, and Rigetti all use superconducting qubits. These qubits are very sensitive to the classical environment, which causes the qubit states to collapse. Theoretical topological qubits would conform to mathematical topology, and if its form is changed, it still maintains its original properties. A study published in Nature Materials was conducted by a team from the Penn State Center for Nanoscale Science (CNS). The team developed a type of material with topological layers that could be used as a topological qubit. The next step is to perfect the process and take an even further step toward bringing a topological quantum computer into reality.   

Retail Tech (Melody Brue) 

  • Advanced weather intelligence technology gives retailers time to plan for the impact of sudden weather events, such as winter storms or hurricanes, that can disrupt their business. Tomorrow.io's weather and climate security platform provides real-time and hyperlocal data to allow retailers to make informed operational decisions for any location. With proactive preparation, retailers can avoid significant losses, missed revenue optimization, and a lack of long-term resilience as climate change causes increasingly frequent and destructive weather events. This technology can help retailers mitigate disruptions and align stock and staffing with weather-based supply and demand.

Security (Will Townsend) 

  • Cisco published its annual Cybersecurity Readiness Index, and only 15% of surveyed stated that their companies were adequately prepared to thwart attacks. It is an alarming statistic, pointing to what I believe will result in continued investment in security despite current economic headwinds.
  • The U.S. government recently set new cybersecurity rules for the aviation industry. Managed by the TSA, it identifies airport operations and commercial aircraft operators as critical infrastructure. It makes sense, given how vital air travel is to enterprises of all sizes and city, state, and federal governmental operations. This is likely predicated on a breach in 2019, exposing that year’s no-fly list on an unsecured server, an unacceptable incident.             

Space (Paul Smith-Goodson) 

  • N/A    

Columns Published  

  1. NVIDIA Goes All In On Omniverse At GTC 2023, by Patrick Moorhead
  2. Aura Protects Consumers Via New Intelligent Safety Features, by Patrick Moorhead
  3. Is Oracle Making ‘Best Of Breed’ Enterprise Apps A Thing Of The Past With Fusion?  by Patrick Moorhead
  4. Microsoft Introduces AI Copilot For The Microsoft 365 Suite For Billions Of Productivity Users, by Patrick Moorhead
  5. HP Dragonfly Pro Review: Premium Business Performance Meets Consumer Productivity, by Patrick Moorhead
  6. Marvell Continues To Pave The Way To Cloud-Native Open RAN, by Patrick Moorhead
  7. Adobe Introduces Firefly, A Human-Driven Creative Approach To Generative AI, by Melody Brue
  8. NTT Helps The City Of Las Vegas Get Smart, by Will Townsend
  9. The Technical Magic Of The XGIMI Horizon Pro 4K Projector, by Zane Pickett
  10. Core By Hyperice Puts The Power Of Meditation In The Palm Of Your Hands, by Zane Pickett
  11. Lenovo Storage Is Surging — Why? By Matt Kimball
  12. Cleveland Clinic And IBM Launch World's First Quantum Computer Dedicated To Healthcare Research And Biomedical Discoveries, by Paul Smith-Goodson
  13. Google Showcases ‘A Collaborative Partner’ In An AI-Powered Workspace, by Melody Brue
  14. Lenovo Partners With Aston Martin To Kick Workstations Into Higher Gear, by Anshel Sag
  15. Anuta Networks’ ATOM Puts The A In Automation And Assurance, by Will Townsend

Blogs Published (MI&S)                                                               

  1. The Mobile Enterprise Experience Is Changing, And Samsung Is Pioneering, by Patrick Moorhead
  2. Pure Storage — Has The All-Flash Data Center Arrived?  by Patrick Moorhead
  3. Windows 11 Enters The Era Of AI With Integrated Bing Chat, by Patrick Moorhead
  4. Plus Selected By Nikola For Truck Safety Systems, by Patrick Moorhead
  5. Ampere Is Driving Sustainability Using The Right Metric- Power At The Rack, by Patrick Moorhead
  6. ArcelorMittal: The Digital Transformation Of A Steel Maker, by Patrick Moorhead
  7. Data Democratization In A Hybrid World, by Patrick Moorhead
  8. Lenovo Establishes New Cybersecurity Center In Israel To Advance' Security By Design', by Patrick Moorhead
  9. Intel Brings Sapphire Rapids To Desktop Workstations, by Patrick Moorhead
  10. Marvell And AWS Trade Chips For EDA Cloud Services, by Patrick Moorhead
  11. Nokia And Kyndryl Want To Upgrade Your Plant To Industry 4.0, by Patrick Moorhead
  12. Marvell Lays The Foundation For Next-Generation Networking, by Will Townsend
  13. Procore's Building Blocks For Women In Construction, by Melody Brue
  14. HPE Financial Services Launches “Force For Good” Financing Program To Promote Environmental Stewardship, by Melody Brue
  15. XR And Spatial Computing Were Everywhere At MWC 2023, by Anshel Sag
  16. Zoom Gears Up For Post-Pandemic Growth As Competition Heats Up, by Melody Brue
  17. Mobile World Congress Barcelona 2023 Delivers The 5Goods, by Will Townsend
  18. Morpheus XR: Simplifying The Enterprise Collaboration And Training Space In VR, by Anshel Sag
  19. Cloud Culture And The IT Shift: From Control To Collaboration, by Melody Brue
  20. Mediatek Democratizes Satellite And 5G At Mobile World Congress 2023, by Anshel Sag
  21. IBM Built A Giant AI Supercomputer In The Cloud To Train Its Massive AI Models, by Paul Smith-Goodson
  22. Addressing The Power Issue With Mears Advanced Technology Group, by Matt Kimball
  23. Amazon And Other Tech Companies' Return-To-Office Orders Renew Fears Of Proximity Bias, by Melody Brue
  24. Quantinuum's New CEO Wants To Build The World's Most Valuable Quantum Company (And He Has The Expertise To Do It), by Paul Smith-Goodson
  25. The 5G Fixed Wireless Access Vs. Fiber Debate, by Will Townsend
  26. The OnePlus 11 Smartphone: OnePlus' Best-Executed Device Yet, by Anshel Sag
  27. RingCentral Dials In Strategic Partnerships With AWS And Avaya, by Melody

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 – Open RAN UK, Intel 5G PC Exit, Mavenir Open RAN Hardware, NTT Las Vegas
  2. The G2 on 5G Podcast – T-Mobile 5G FWA Setup and Mint Mobile Acquisition, Rogers 5G, Comcast 10G
  3. G2 on 5G Podcast Ep137 - Carrier Breaches, Verizon hits 200M, T-Mo 5G FWA, Dish 800 MHz Tests & More
  4. The G2 on 5G Podcast - MWC 2023 Wrap-Up Podcast Episode 136

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

  1. Ep 161: We are Live! Talking NVIDIA, SAP, Intel, Bing, HPE, UK and Broadcom-VMware
  2. The Six Five In the Booth: Dell and NVIDIA Partner to Develop Generative AI Solutions
  3. Ep 160: We are Live! Talking Google, Salesforce, Lenovo, Groq, T-Mobile, and Microsoft
  4. Ep 159: We are Live! Talking Lumimar, Plus, Nikola, Microsoft, Marvell, Oracle, & MongoDB
  5. The Six Five Insider: A Chips Act Special Edition with Intel's Bruce Andrews
  6. Ep 158: We are Live! Talki g MWC, Nokia, HPE, Pure Storage, Dell Tech, and HP
  7. The Six Five CXO with Micron and Qualcomm at Mobile World Congress 2023
  8. The Six Five In The Booth with Cisco at Mobile World Congress 2023
  9. Using AI ML to Reduce RAN Energy Consumption
  10. The Six Five Insider Edition with Qualcomm CEO Cristiano Amon on the Future of AI
  11. The Six Five Insider Edition with Micron's Mark Montierth at Mobile World Congress 2023
  12. The Six Five In the Booth with Ericsson at Mobile World Congress 2023
  13. IBM and Nokia collaborate on Private 5G Managed Offering

Moor Insights & Strategy Podcast 

Press Citations:  

  1. AMD / WSJ https://partners.wsj.com/amd/demanding-better-data-centers/advancing-data-center-sustainability/ (Matt Kimball)
  2. Apple / Techradar https://www.techradar.com/opinion/siri-cant-beat-chatgpt-unless-apple-breaks-its-own-rules
  3. AT&T / FierceWireless https://www.fiercewireless.com/security/att-informs-9m-wireless-customers-security-breach (Anshel Sag)AWE / ARPost https://arpost.co/2023/02/27/awe-2023-right-around-the-corner/ (Anshel Sag) 
  4. ByteDance / Techtimes https://www.techtimes.com/articles/289183/20230318/what-bytedance-sells-tiktok-here-potential-buyers-outcomes.htm
  5. Chromebooks / LaptopMag https://www.laptopmag.com/features/dollar1000-chromebooks-shouldnt-exist-fight-me (Anshel Sag)
  6. Datacenter / The Wallstreet Journal https://partners.wsj.com/amd/demanding-better-data-centers/advancing-data-center-sustainability/ (Matt Kimball)
  7. Edge! / EEtimes https://www.eetimes.com/edgeq-to-debut-single-chip-for-5g-private-networks/ (Will Townsend)
  8. Fintech / SFexaminer https://www.sfexaminer.com/news/technology/california-regulator-takes-over-silicon-valley-bank/article_011dfadc-bf65-11ed-86af-bbbfd8c94387.html (Melody Brue)
  9. 5G / Communicationsdaily https://communicationsdaily.com/news/2023/03/10/Tower-Companies-in-Search-of-Ways-to-Expand-Offerings-2303090072
  10. Google / Android Central https://www.androidcentral.com/apps-software/google-search-sponsored-ads-only-hurt-its-credibility (Anshel Sag)
  11.  IBM / TechnologyEvaluation https://www3.technologyevaluation.com/publications/achieving-sustainability-and-performance-goals-with-ibm-linuxone-60069
  12. Marvel / BusinessNews https://biz.crast.net/marvel-lays-the-groundwork-for-next-generation-networking/
  13. Microsoft / Voonze  https://voonze.com/microsoft-windows-11-update-puts-ai-front-and-center/ 
  14. Microsoft/ NBCPalmSprings https://nbcpalmsprings.com/2023/02/28/microsoft-windows-11-update-puts-ai-front-and-center/
  15. Microsoft / Bollyinside https://www.bollyinside.com/news/technology/ai-is-prioritized-in-the-windows-11-update-from-microsoft/
  16. MWC / World Media Podcast https://worldpodcasts.com/mwc-2023-predictions-oneplus-11-concept-teaser-moto-razr-3-leaks-and-more-with-anshel-sag-of-moor-insights-strategy/(03/03/2023)
  17. NVIDIA / Networkworld https://www.networkworld.com/article/3688989/nvidia-plans-to-make-its-system-that-powers-chatgpt-available-in-the-cloud.html (03/01/2023)
  18. NVIDIA / TechTarget https://www.techtarget.com/searchdatacenter/news/365533073/Nvidia-DGX-Quantum-system-blends-CPUs-GPUs-with-CUDA (Paul Smith-Goodson)
  19. Qualcomm / RCRWireless https://www.rcrwireless.com/20230301/analyst-angle/qualcomms-snapdragon-spaces-gains-momentum-with-telecom-operators-at-mwc-2023 (Anshel Sag)
  20. Quantinuum / Quantumzeitgeist https://quantumzeitgeist.com/h1-generation-quantum-processor-by-quantinuum-has-set-another-breaking-record-of-achieving-a-five-digit-quantum-volume/ (Paul Smith-Goodson)
  21. Smartphones / Iphonewired https://iphonewired.com/news/633039/ (Anshel Sag)
  22. Smartphone / Wired https://www.wired.com/story/phones-of-the-future-more-folds-less-phone-lots-of-ai/ (Anshel Sag)
  23. SVB / Fierce Electronics https://www.fierceelectronics.com/electronics/manic-friday-tech-svb-closed-regulators-under-fdic-receivership
  24. Tiktok, Microsoft, Oracle / Businessinsider https://www.businessinsider.in/tech/news/tiktok-may-have-few-buyers-even-among-big-tech-heres-who-experts-say-could-acquire-it-/articleshow/98739433.cms
  25. Tiktok, Microsoft, Oracle / Newsbreak https://www.newsbreak.com/texas-state/2960844577180-buying-tiktok-would-be-really-hard-even-for-big-tech-here-are-the-most-likely-to-do-it-including-microsoft-and-oracle

Company: 

  • N/A

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

  • Inseego MiFi X Pro 5G hotspot 
  • OnePlus 11 
  • OnePlus Buds 2 Pro PSVR 2
  • Solis Lite Global Mobile Wi-Fi hotspot   

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

  • April
    • Advisory, San Jose, April 2-3 (Patrick Moorhead)
    • HPE Storage Day, Spring, April 4 (Patrick Moorhead, Matt Kimball)
    • Fortinet Accelerate – Orlando, April 3-6 (in person) (Will Townsend) 
    • Nutanix Tech Seminar, April 6 (Matt Kimball)
    • HPE Aruba Atmosphere – Las Vegas, April 23-28 (virtual) (Will Townsend)
    • RSA Conference – San Francisco, April 24-27 (virtual) (Matt Kimball, Will Townsend) 
  • May 
    • Juniper Summit, Dallas. May 1-3 (Will Townsend)
    • Zoho Zoholics, Austin, May 3-4 (Melody Brue, Patrick Moorhead)
    • ConnectX, New Orleans, May 8-10 (Will Townsend)
    • Nutanix .NEXT, Chicago, May 8 (Matt Kimball)
    • Intel Vision, Orlando, May 9-10 (Matt Kimball, Pat Moorhead)
    • IBM Think, Orlando, May 9-11 (Pat Moorhead)
    • IBM Quantum Event, Paris, May 15-17 (Pat Moorhead)
    • Event, Cambridge UK, May 17-18 (Pat Moorhead
    • Dell Tech World, Las Vegas, May 22-25 (Matt Kimball, Pat Moorhead)
    • Red Hat Analyst Summit, Boston/Virtual, May 23-24 (Matt Kimball)
  • June
    • Cisco Live – Las Vegas, June 4-8 (Will Townsend)
    • The Six Five Summit, Online, June 6-8 (Patrick Moorhead)
    • Zscaler Zenith Live – Las Vegas, June 13-15 (Will Townsend)
    • HPE Discover – Las Vegas, June 20-21 (Will Townsend, Patrick Moorhead)
    • MongoDB World, New York, June 22 (Pat Moorhead)
    • Samsara Analyst Day, Austin, June 21 (Melody Brue)
  • July
    • Lenovo Industry Analyst Conference, July 24-27 (Pat Moorhead)
  • August
    • T-Mobile Industry Analyst Event, August 23-24 (Patrick Moorhead, Anshel Sag)
    • Google Cloud Next, San Francisco, August 29-31 (Pat Moorhead)
  • September
    • Oracle Cloud world, September 18-20 (Patrick Moorhead)
  • October
    • Event, TBD, October 24-26 (Patrick Moorhead, Anshel Sag)

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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 Devices, Semiconductors, & Automotive  
  2. Melody Brue, Principal Analyst, Modern Work and ESG 
  3. Bill Curtis, Analyst In-Residence, IIoT, and Deep IoT Technology  
  4. Matt Kimball, Principal Analyst, Datacenter Servers, Storage CI, and HCI  
  5. Anshel Sag, Principal Analyst; VR, PC Gaming, Mobile Platforms  
  6. Paul Smith-Goodson, Principal Analyst; Machine Learning, A.I. and Quantum Computing  
  7. Will Townsend, Principal Analyst; Security, Carrier Services, Networking  
  8. Chris Wilder, Contributor, Security  
  9. Jacob Freyman, Junior Analyst 

Operations  

  1. Dan Pickens, Business Director  
  2. Paula Moorhead, Marketing Director, Website and Social Media  
  3. Zane Pickett, Office Manager, AP, AR, travel, writer  
  4. Lee LeClercq Williams, Business Associate  
  5. Nigel Church, Business Associate, Writer, Editor 
  6. 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.