Moor Insights & Strategy Podcast – Details, episodes & analysis

Welcome to this week’s edition of “MI&S Datacenter Podcast” I’m Patrick Moorhead with Moor Insights & Strategy, and I am joined by co-hosts Matt, Will, and Paul. We analyze the week’s top datacenter and datacenter edge news. We talk compute, cloud, security, storage, networking, operations, data management, AI, and more!

Zscaler’s Strong Earnings Don’t Land With Bubble Bears

https://x.com/WillTownTech/status/1831782382854357010

AI Can Read Your Tongue

https://www.forbes.com/sites/moorinsights/2024/09/04/say-ahh-to-ai-how-the-tongue-can-reveal-hidden-health-issues/

Broadcom Goes Back To The Future With VCF 9

https://www.forbes.com/sites/moorinsights/2024/08/29/vmware-explore-brings-broadcoms-private-cloud-strategy-into-focus/ 

HPE Q3FY24 Earnings Are A Tale Of Two Portfolios

https://x.com/WillTownTech/status/1831785559141835020

World's Most Powerful AI Training System

https://x.com/elonmusk/status/1830650370336473253

Server Vendors Had A Banner Quarter

https://www.linkedin.com/feed/update/urn:li:activity:7235270767356100608/

Getting To Know The Team

Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

We're LIVE for Ep 33 of the MI&S Hot Desk Podcast: 

Join Robert Kramer, Melody Brue for a rundown of what's up this week in collaboration, CX, ERP & SCM, and a little sports tech. We’re talking lots of great stuff – Ring Central RingCX AI, Zoom Q2 2025 Earnings, ERP Vulnerabilities, SAP, SCM/Canadian Railways, Webex AI Codec, and the US Open Tennis Tournament.

Ring Central Announces AI for RingCX  

https://ir.ringcentral.com/news/press-release-details/2024/RingCentral-Announces-New-AI-Powered-Capabilities-for-RingCX/default.aspx

Zoom Q2 2024 Earnings

https://www.cnbc.com/2024/08/22/zoom-stock-has-best-day-since-2022-on-q2-2025-results-raised-guidance.html

SCM Canada Railways Significance

https://www.cnn.com/2024/08/22/business/canada-rail-shutdown-ends/index.html

https://www.supplychaintoday.com/the-worst-supply-chain-disruptions-in-modern-usa-history/

ERP/SAP Vulnerabilities

https://www.csoonline.com/article/3486653/sap-patches-critical-bugs-allowing-full-system-compromise.html

https://www.erpadvisorsgroup.com/blog/why-upgrade-erp

WebEx AI Codec 

https://blog.webex.com/hybrid-work/announcing-the-availability-of-industry-first-webex-ai-codec-transforming-your-audio-experiences/

US Open

https://www.linkedin.com/posts/robert-kramer-58239b22_gtt-activity-7232087277114445824-f2T0?utm_source=share&utm_medium=member_desktop

https://aibusiness.com/nlp/ibm-usta-serve-up-enhanced-generative-ai-features-at-2024-us-open?sf198861740=1#close-modal

https://www.ibm.com/campaign/2024/ai-skills-tennis

Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

We are live for episode 30 of the Hot Desk Podcast with Melody Brue and Robert Kramer for a rundown of what's up this week in enterprise apps, collab, and data security.

Zoho Solo 

https://www.zoho.com/solo/

AI-Powered Oracle Clinical Digital Assistant

https://www.oracle.com/news/announcement/ai-powered-oracle-clinical-digital-assistant-transforms-interactions-between-practitioners-and-patients-2024-06-24/

SAP RISE Accelerates Transformation Processes with AI

https://news.sap.com/2024/07/ai-available-rise-with-sap-commercial-packages/

RingCentral and Vodafone Expand Partnership to Offer Contact Center Solution

https://www.ringcentral.com/whyringcentral/company/pressreleases/vodafone-business-expands-global-communications-offerings-to-include-ringcentral-s-native-contact-center-solution-ringcx.html

Google to Enhance Security with Wiz

https://news.crunchbase.com/cybersecurity/google-cybersecurity-startup-wiz-venture-unicorn

Security concerns AT&T, Rite-Aid – reassessing cybersecurity priorities

https://www.cybersecuritydive.com/news/att-cyberattack-snowflake-environment/721235/

https://www.securityweek.com/rite-aid-says-hack-impacts-2-2m-people-as-ransomware-gang-threatens-to-leak-data/

Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Join us for another Game Time Tech Podcast! Anshel Sag is back with Melody Brue and Robert Kramer for a sneak peek at T-Mobile's 5G upgrades and new fan experiences for the MLB All-Star Game, and more!  

The Game Time Tech Podcast is a Moor Insights & Strategy Six Five Media production. 

T-Mobile Upgrades for MLB All-Star Week

https://www.t-mobile.com/news/network/t-mobile-network-upgrades-all-star-week-2024

T-Mobile Fan Experiences 

https://www.t-mobile.com/news/network/t-mobiles-5g-network-unlocks-new-fan-experiences-at-mlb-all-star-week

https://www.coliseum-online.com/t-mobile-on-call-at-mlb-all-star-week/

https://www.sportstravelmagazine.com/2024-all-star-game-brings-major-league-baseballs-spotlight-back-to-arlington/

Arlington Prepares for 2026 FIFA World Cup 

https://fortworthreport.org/2023/09/27/arlington-regional-officials-consider-local-funds-to-pay-for-world-cup-improvements/ 

https://fortworthreport.org/2024/02/04/att-stadium-falls-short-of-scoring-world-cup-final/ 

Zoom MLB Replay Center 

https://www.zoom.com/en/blog/zoom-and-mlb/

Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

We are live for episode 29 of the Hot Desk Podcast with Melody Brue and Robert Kramer.

IBM at Wimbledon 

https://www.linkedin.com/posts/melodybrue_ibm-serves-new-generative-ai-features-at-activity-7215655729595080704-QxN7?utm_source=share&utm_medium=member_desktop

https://www.ibm.com/sports/wimbledon

AWS Summit 2024 NYC

AWS Democratizing Data and AI

https://aws.amazon.com/blogs/aws/top-announcements-of-the-aws-summit-in-new-york-2024-2/

https://aws.amazon.com/blogs/machine-learning/empowering-everyone-with-genai-to-rapidly-build-customize-and-deploy-apps-securely-highlights-from-the-aws-new-york-summit

https://www2.deloitte.com/us/en/pages/about-deloitte/articles/press-releases/deloitte-launches-gen-ai-accelerator-program-with-aws.html#

Avaya CEO Transition 

https://www.avaya.com/en/about-avaya/newsroom/pr-us-240710/ 

Zoho Apptics

https://www.zoho.com/blog/apptics/introducing-zoho-apptics-application-analytics-solution.html 

What’s coming up? 

Robert

Mel

Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

We are live for episode 28 of the Hot Desk Podcast with Melody Brue and Robert Kramer.

Made in the USA: Intel’s CHIPS Funding 

https://www.linkedin.com/posts/melodybrue_how-intel-is-planning-to-use-federal-funding-activity-7214304565205065728-pKaV?utm_source=share&utm_medium=member_desktop 

https://www.hr-brew.com/stories/2024/06/24/how-intel-is-planning-to-use-federal-funding-to-rebuild-talent-pipelines-for-semiconductor-manufacturing 

IBM Acquires StreamSets and webMethods

https://www.linkedin.com/posts/robert-kramer-58239b22_ibm-completes-acquisition-of-integration-activity-7213976108751351808-u9po?utm_source=share&utm_medium=member_desktop

https://newsroom.ibm.com/2024-07-01-IBM-Completes-Acquisition-of-StreamSets-and-webMethods,-Bolstering-its-Automation,-Data-and-AI-Portfolios 

Snapdragon’s Manchester United Partnership

Watch MI&S Analysts Discuss Snapdragon’s Manchester United Sponsorship On The Game Time Tech Podcast

https://www.linkedin.com/posts/melodybrue_the-mis-gtt-crew-discusses-snapdragons-activity-7214060217792180224--LAO?utm_source=share&utm_medium=member_desktop 

Other recent Game Time Tech Podcasts

IBM at Wimbledon 

IBM at the Masters  

HYCU and the Importance of Data Protection in Sports

RingCentral Aids Medical Equipment Provider

https://www.ringcentral.com/whyringcentral/casestudies/med-care.html 

Verint Announces Multi-Million Dollar CX Bot Deal 

https://www.verint.com/press-room/2024-press-releases/verint-awarded-6-5-million-deal-from-top-10-u-s-public-utility-company-to-deploy-multiple-ai-powered-bots/

What’s coming up? 

Robert at the 2024 AWS Analyst Forum & Summit in New York

https://aws.amazon.com/events/summits/new-york/#:~:text=Enjoy%20an%20action%2Dpacked%20day,lead%20in%20the%20digital%20era

Mel at Wimbledon 

https://www.ibm.com/sports/wimbledon

Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Welcome to Game Time Tech 

  Past episodes discussed: 

• https://www.youtube.com/live/Oj_pBftsDZo?si=2jxcxDeR-dKnDm0a
• https://youtu.be/9N6wjIS-pR0?si=I__lJ0pBC_AcEJLo
• https://www.forbes.com/sites/moorinsights/2024/02/15/apple-vision-pro-a-beautiful-flawed-bridge-to-the-future/

Manchester United and Snapdragon: A winning match

• https://www.qualcomm.com/snapdragon/news/snapdragon-is-officially-manchester-united-s-front-of-shirt-part
• https://www.manutd.com/en/news/detail/snapdragon-officially-unveiled-as-man-utd-new-principal-partner-and-shirt-sponsor
• https://www.qualcomm.com/news/onq/2024/07/manchester-united-and-snapdragon-a-winning-match
• https://www.forbes.com/sites/moorinsights/2024/02/15/apple-vision-pro-a-beautiful-flawed-bridge-to-the-future/

Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Moor Insights & Strategy hosts its Game Time Tech podcast with IBM live at Wimbledon’s All England Lawn Tennis Club. Join us for a great conversation with IBM’s Kevin Farrar – Head of Sport Partnerships UK, Wimbledon Partnership Executive. (https://www.linkedin.com/in/kevinfarraribm/)

IBM and Wimbledon have introduced a new generative AI feature called ‘Catch Me Up,’ powered by IBM's advanced Granite LLM models – which leverages watsonx, IBM’s AI and data platform, to offer personalized player stories for fans. This technology provides real-time AI-driven insights and analytics during matches, enhancing the viewing experience. By generating dynamic player statistics, predicting match outcomes, and creating automated highlight reels, the AI delivers tailored narratives for each player. This highlights the blend of sports and advanced AI to improve the fan experience for tennis enthusiasts.

Tune in to the Game Time Tech podcast, where hosts Melody Brue and Robert Kramer explore this year’s Wimbledon as Kevin Farrar joins us live from The All England Club!

Wimbledon is scheduled to be played from July 1, 2024 through July 14, 2024. To see IBM technology in action, visit wimbledon.com or the Wimbledon mobile app, available on the Apple App Store and Google Play Store.

The Game Time Tech podcast is a Six Five Media Production.

Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Moor Insights & Strategy hosts its Game Time Tech podcast with IBM live at Wimbledon’s All England Lawn Tennis Club. Join us for a great conversation with IBM’s Kevin Farrar – Head of Sport Partnerships UK, Wimbledon Partnership Executive. (https://www.linkedin.com/in/kevinfarraribm/)

IBM and Wimbledon have introduced a new generative AI feature called ‘Catch Me Up,’ powered by IBM's advanced Granite LLM models – which leverages watsonx, IBM’s AI and data platform, to offer personalized player stories for fans. This technology provides real-time AI-driven insights and analytics during matches, enhancing the viewing experience. By generating dynamic player statistics, predicting match outcomes, and creating automated highlight reels, the AI delivers tailored narratives for each player. This highlights the blend of sports and advanced AI to improve the fan experience for tennis enthusiasts.

Tune in to the Game Time Tech podcast, where hosts Melody Brue and Robert Kramer explore this year’s Wimbledon as Kevin Farrar joins us live from The All England Club!

Wimbledon is scheduled to be played from July 1, 2024 through July 14, 2024. To see IBM technology in action, visit wimbledon.com or the Wimbledon mobile app, available on the Apple App Store and Google Play Store.

Welcome to this week’s edition of “MI&S Datacenter Podcast” I’m Patrick Moorhead with Moor Insights & Strategy, and I am joined by co-hosts Matt, Will, and Paul. We analyze the week’s top datacenter and datacenter edge news. We talk compute, cloud, security, storage, networking, operations, data management, AI, and more!

HPE Discover 2024 Insights

• https://x.com/WillTownTech/status/1806074462627877031

AI For President

• https://www.nbcnews.com/tech/tech-news/ai-candidate-running-parliament-uk-says-ai-can-humanize-politics-rcna156991

HPE and Pure Storage Close Out Conference Season

• https://www.forbes.com/sites/moorinsights/2024/06/25/hpe-discover-bringing-ai-to-the-enterprise-in-a-consumable-way/
• https://www.linkedin.com/feed/update/urn:li:activity:7208893987951136768/
• https://www.linkedin.com/feed/update/urn:li:activity:7209593186044846081/

Zscaler Zenith Live 2024 Insights

• https://x.com/WillTownTech/status/1803783139925356925

Virtual Rats

• https://doi.org/10.1038/s41586-024-07633-4

OCI Is The MultiCloud

• https://moorinsightsstrategy.com/research-notes/oracles-busy-week-of-earnings-and-multicloud-offerings/

Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.