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.

Technology is in use in all facets of sports from both the business side and the operations side related to the sport itself. This is especially true as sporting organizations do more to make the user experience even better, which typically entails an increase in SaaS application use. For example, baseball tickets themselves are digital in nature and available through the MLB.com app, making it easier to access and get into ballparks. And that’s just one example. Each game generates an enormous amount of data from players, officials, concessions, etc. At the end of the day, all of this data is critical and critical at given points in time. HYCU is proud to work with organizations like the Boston Red Sox to ensure the data across the business and baseball operations is efficiently backed up and able to recover in the event of simple human error or deletion to other events. HYCU works with several sporting organizations globally, including the MLB.

Tune in to this episode of the Game Time Tech podcast, where hosts Melody Brue and Robert Kramer as they talk with Simon Taylor, Founder & CEO of HYCU and explore how tech is revolutionizing sports, from digital tickets to player data. Don't miss out on insights from working with top organizations like the Boston Red Sox!

We are live for episode 27 of the Hot Desk Podcast with Melody Brue and Robert Kramer.

Adobe Earnings 

Databricks

• https://www.databricks.com/company/newsroom/press-releases/introducing-databricks-aibi-intelligent-analytics-real-world-data

InfoComm

• HP Poly: https://moorinsightsstrategy.com/the-six-five/the-future-of-workplace-collaboration-six-five-in-the-booth-at-infocomm-2024/
• Shure: https://www.shure.com/en-US/conferencing-meetings/infocomm
• BrightSign: https://www.brightsign.biz/markets/entertainment-venues/

SAP Sapphire

• https://news.sap.com/2024/06/sap-sapphire-news-business-ai-enterprise-cloud-portfolio-cutting-edge-partnerships/
• https://news.sap.com/2024/06/joule-microsoft-copilot-unified-work-experience/

Cisco Live 

• https://www.linkedin.com/posts/melodybrue_one-of-my-favorite-parts-of-big-tech-conferences-activity-7203872187026489346-q-dU?utm_source=share&utm_medium=member_desktop
• https://www.forbes.com/sites/moorinsights/2024/06/11/cisco-finds-its-ai-hyperdrive-at-cisco-live-us-2024/

Zoholics 

• https://www.zoho.com/news/zoho-announces-early-access-to-crm-for-everyone.html?zwcDate=june%205,%202024
• https://moorinsightsstrategy.com/the-six-five/philosophy-conviction-and-culture-the-distinctive-edge-of-zoho-six-five-on-the-road/
• https://moorinsightsstrategy.com/the-six-five/zohos-business-impact-from-smb-to-enterprise/
• https://moorinsightsstrategy.com/the-six-five/how-improving-employee-satisfaction-elevates-customer-experience-six-five-on-the-road/ 

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 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!

Cisco 4Q Earnings & Leadership Shake-up

https://x.com/WillTownTech/status/1824156801711083707

What Is An ML-KEM?

https://research.ibm.com/blog/nist-pqc-standards

Dell & Nutanix Get Serious-er

https://www.linkedin.com/feed/update/urn:li:activity:7229484227182911488/

Black Hat USA 2024 Insights

https://x.com/WillTownTech/status/1824121727456026696

Professor Bot

https://sakana.ai/ai-scientist/ 

https://arxiv.org/pdf/2408.06292

Morpheus - The God Of Dreams - & HPE’s Latest Acquisition

https://www.linkedin.com/feed/update/urn:li:activity:7229842227567411200/

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.

On this episode of the Moor Insights & Strategy Insider Podcast, host Patrick Moorhead is joined by Marc Fredman, SVP, Chief Strategy Officer, CCC Intelligent Solutions. Technology is progressing at an accelerating rate, with previously unimaginable possibilities being unlocked daily through the power of cloud computing, artificial intelligence, wireless connectivity, and other innovations. But the way we think about technology, and how it can be maximally applied to elevate human experiences, has not kept up. Intelligent Experience from CCC Intelligent Solutions delivers the optimal, orchestrated outcome for any technological experience tailored to serve many individuals while balancing a wide variety of often competing factors such as cost, profitability, customer experience, and employee effectiveness. Intelligent Experience is achieved by systematically applying a platform-based approach to data, technology ecosystems, and AI at unprecedented scale.

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!

Nutanix Is Moving & Shaking With Dell & Lenovo

• https://moorinsightsstrategy.com/research-notes/nutanix-and-dell-partner-for-hybrid-multi-cloud-solutions/

Dell Tech World Networking & Edge Updates

• https://x.com/WillTownTech/status/1792969229245001981

SB1047 Dangerous To AI

• https://legiscan.com/CA/text/SB1047/2023B1047
• https://x.com/Moor_Quantum/status/1791955456304226748

Microsoft Build - Cobalt Is My CoPilot

• https://techcommunity.microsoft.com/t5/azure-compute-blog/announcing-the-preview-of-new-azure-vms-based-on-the-azure/ba-p/4146353

IBM Introduces Concert

• https://moorinsightsstrategy.com/research-notes/ibm-concert-aims-to-supercharge-enterprise-operations-through-ai/

AI Reads Your Brain

• https://doi.org/10.1038/d41586-024-01451-4

Earnings Season Is In Full Flight

• https://www.linkedin.com/feed/update/urn:li:activity:7201683734104875008/
• https://www.linkedin.com/feed/update/urn:li:activity:7201682139472408576/
• https://www.linkedin.com/feed/update/urn:li:activity:7202054443914178562/ 

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 25 of the Hot Desk Podcast with Melody Brue and Robert Kramer.

ServiceNow 

• https://www.forbes.com/sites/moorinsights/2024/05/20/servicenows-bold-gambit-to-become-the-platform-of-platforms/?ss=cloud&sh=23e43d004524

Microsoft Build

• https://blogs.microsoft.com/blog/2024/05/21/whats-next-microsoft-build-continues-the-evolution-and-expansion-of-ai-tools-for-developers/

IBM Think 

• https://www.ibm.com/blog/announcement/data-product-hub/

Salesforce Connection

• https://www.salesforce.com/news/press-releases/2024/05/22/einstein-copilot-marketing-commerce-news/

Zoom Perspectives

• https://www.linkedin.com/posts/melodybrue_in-flight-from-nyc-to-la-with-thoughts-activity-7199278451130814464-ZJnT

Canva Create 

• https://www.linkedin.com/posts/melodybrue_whirlwind-day-at-canva-create-i-have-so-activity-7199617631006433280-qQaP

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 25 of the Hot Desk Podcast with Melody Brue and Robert Kramer. We’re are discussing Avaya ENGAGE, Box Content Cloud Summit, BlueYonder, and Meta's Workplace migration to Workvivo. Also, a quick MSBuild teaser?

Avaya ENGAGE

• https://avaya-engage.avaya.com/denver-2024#
• https://www.linkedin.com/posts/melodybrue_i-spent-this-week-at-avaya-engage-i-had-activity-7196896786895020032-c-cL?utm_source=share&utm_medium=member_desktop
• https://x.com/MelodyBrue/status/1790410664915152941

Box Hubs

• https://blog.box.com/join-box-hubs-beta-start-curating-organizing-and-publishing-great-content-today
• https://x.com/MelodyBrue/status/1791135694481436922

Blue Yonder

• https://blog.blueyonder.com/our-top-7-takeaways-from-the-icon-2024-main-stage-keynotes/

Meta’s Workplace Migration to Workvivo by Zoom 

• https://joshbersin.com/2024/05/goodbye-to-workplace-by-meta-hello-to-workvivo-by-zoom/

What’s Coming Up? 

• Microsoft Build
• Zoom Perspectives
• Canva Create
• IBM Think, Informatica World, and Salesforce Connection

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 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!

LAB Trains AI Like a Human

• https://arxiv.org/pdf/2403.01081

The Chip Market is Red Hot

• https://www.linkedin.com/feed/update/urn:li:activity:7194077690935611393/
• https://www.led/update/urn:li:activity:7191206866511650816/ inkedin.com/fe

RSA Conference 2024 Highlights

• https://x.com/WillTownTech/status/1788727193419554832

Qiskit 1.0 – 7 Years Old

• https://www.forbes.com/sites/moorinsights/2024/05/15/qiskit-10-a-milestone-for-the-worlds-most-popular-quantum-software/

Has AI Made Storage Cool Again?

• https://www.linkedin.com/feed/update/urn:li:activity:7193773341793476609/
• https://blocksandfiles.com/2024/05/15/hpe-greenlake-aws-alletra-mp/

Marvell’s AI Silicon

• https://www.linkedin.com/posts/wstownsend_ai-activity-7193624226292002816-8V7Y

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 24 of the Hot Desk Podcast. Melody Brue, Rob Kramer, and special guest Jason Andersen are talking AWS Cloud, Amazon Q, and ServiceNow Knowledge2024.

Amazon Q

• https://moorinsightsstrategy.com/research-notes/amazon-q-delivers-an-evolved-take-on-ai-for-enterprises/ 
• https://www.linkedin.com/posts/melodybrue_research-note-amazon-q-delivers-an-evolved-activity-7191914867585343488-Q77E
• https://www.linkedin.com/posts/robert-kramer-58239b22_amazon-web-services-aws-releases-enterprise-activity-7192108597869248514-pZUw
• https://www.linkedin.com/posts/jasontandersen_research-note-amazon-q-delivers-an-evolved-activity-7191919439565500416-e-iX

ServiceNow Knowledge 2024 

• https://x.com/PatrickMoorhead/status/1787947668356165751
• https://x.com/MelodyBrue/status/1788253817479258306
• https://knowledge.servicenow.com/flow/servicenow/k24/agenda/page/event

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 with Episode 23 of the Hot Desk Pod with Melody Brue and Robert Kramer. We’re talking Oracle Analyst Summit, Microsoft earnings, Google  earnings, and how healthcare tech is having a moment.

Oracle Analyst Summit

• ERP Track - investing in data management, AI and features
• CRM Track
• HCM Track

Microsoft Earnings Q32024 Earnings

• https://www.microsoft.com/en-us/investor/earnings/FY-2024-Q3/press-release-webcast

Google Q1 2024 Earnings 

• https://abc.xyz/assets/91/b3/3f9213d14ce3ae27e1038e01a0e0/2024q1-alphabet-earnings-release-pdf.pdf

Healthcare Tech’s Moment 

• https://apnews.com/article/oracle-larry-ellison-nashville-headquarters-health-care-cf74172176f6c90210e8ac96e1ff6f52

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 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!

Cisco Launches Hypershield to Address AI Security

• https://x.com/WillTownTech/status/1780986288029462883

Intel Gaudi 3 for GenAI in the Enterprise

• https://www.forbes.com/sites/moorinsights/2024/04/16/intel-announces-gaudi-3-accelerator-for-generative-ai/?sh=6c3d2cae5857

A Volume of Millions

• https://www.quantinuum.com/news/quantinuum-extends-its-significant-lead-in-quantum-computing-achieving-historic-milestones-for-hardware-fidelity-and-quantum-volume

AMD Pensando and its DPU leadership

• https://x.com/WillTownTech/status/1777332847134572915
• https://moorinsightsstrategy.com/wp-content/uploads/2024/04/AMD-Pensando-Silicon-That-Supercharges-the-Modern-Datacenter-By-Moor-Insights-And-Strategy.pdf

Google Announces Axion

• https://www.forbes.com/sites/moorinsights/2024/04/09/google-introduces-axion-its-arm-based-home-grown-cpu/?sh=c8038b970b43

Millions of Tokens

• https://arxiv.org/pdf/2403.05530.pdf
• https://blog.google/technology/ai/google-gemini-next-generation-model-february-2024/

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.

On this episode of the Moor Insights & Strategy Insider Podcast, host Patrick Moorhead is joined by Chris Walker, the newly appointed CEO of Untether AI to talk about the inflection point we're seeing with AI. 

AI is experiencing a pivotal moment. With neural network compute loads increasing and companies now transitioning from training AI models to deploying them (inference), there is a need for an entirely new type of compute structure to deal with this seismic shift. Untether AI, born and based in an international hub of AI (Toronto), with a roster of Silicon Valley chip veterans, has purpose-built AI chips that not only drop the cost barrier but also reduce operational expenses. Untether AI’s ICs run AI workloads faster and more energy efficiently, so they consume significantly less power.

Moor Insights & Strategy hosts its Game Time Tech podcast with IBM live at the Masters! Join us for an exciting conversation steeped in tradition and tech with IBM Partner and Practice Lead, IBM ix Sports and Entertainment, Monica Ellingson, about IBM watsonx's Digital Experience at The Masters.

In an era shaped by AI and data, these technologies are leaving their mark on various industries, including sports. They are transforming how sports are played and enhancing the overall fan experience. Technology sponsorships have evolved beyond displaying logos to introducing technology and data-driven insights that significantly improve the way sports are played.

IBM and IBM watsonx is set to change the 2024 Masters experience by revealing the mystique of Augusta National Golf Club through its Masters' digital platform, Hole Insights, AI Narration, and other innovations. These innovations are designed to elevate the Masters experience as they showcase IBM's drive to enhance customer care experiences and data-driven decisions across industries.

Tune in to the Game Time Tech podcast, where hosts Melody Brue and Robert Kramer explore the roles of AI and data at this year's Masters, along with Monica, who is joining us live from Augusta!

The 88th Masters Tournament will be played from April 11-14 at Augusta National Golf Club in Augusta, GA. To see IBM technology in action, visit Masters.com or the Masters mobile app, available on the Apple App Store and Google Play Store.

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

In this episode of the Moor Insights & Strategy Insider Podcast, Will Townsend, VP & Principal Analyst and Head of their Networking and Security Practices engages in an insightful discussion with Soni Jiandani of AMD on the transformative role of Data Processing Units (DPUs) in modern datacenters.

As enterprises grapple with the demands of AI-driven workloads, traditional datacenter infrastructure faces unprecedented challenges. This conversation explores how AMD Pensando is setting itself apart in a competitive market, providing robust solutions that address scalability, power efficiency, security, and the need for continuous operations.

Their conversation covered:

• Understanding DPUs: What they are and how they unlock value in modern datacenters.

• AMD Pensando Differentiation: Architectural innovations, power efficiency, advanced networking functions, security features, and full backward compatibility.

• AMD & HPE Aruba Networking Collaboration: Insights into the development and impact of the Aruba CX10000 Series switch, with a real-world example of its ROI and operational efficiency gains.

For more insights on how AMD Pensando is supercharging the modern datacenter, download the recently commissioned research paper by Moor Insights & Strategy here.

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!

Has Fortinet Established Itself with Secure Networking?

• https://x.com/WillTownTech/status/1775709723154944204

Has Broadcom Built the Semiconductor Development Model of the Future?

• https://www.forbes.com/sites/patrickmoorhead/2024/04/01/broadcom-scales-connectivity-and-performance-for-advanced-ai-workloads/?sh=304f0995631d

You Can Make AI Dangerous

• https://www-cdn.anthropic.com/af5633c94ed2beb282f6a53c595eb437e8e7b630/Many_Shot_Jailbreaking__2024_04_02_0936.pdf

The InfiniBand vs Ethernet Cage Fight for AI Workloads

• https://x.com/WillTownTech/status/1775150343657333125

Nutanix and Cisco are Delivering the Cloud Experience of the Future - Today

• https://www.nutanix.com/solutions/ai

Logical Qubit Breakthrough

• https://cloudblogs.microsoft.com/quantum/2024/04/03/how-microsoft-and-quantinuum-achieved-reliable-quantum-computing/
• https://www.quantinuum.com/news/quantinuum-and-microsoft-announce-new-era-in-quantum-computing-with-breakthrough-

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.

Enterprise Connect

• Mel Hot Takes

Adobe Max

• Robert Hot Takes
• GAI - Data Drive Personalities
• CDP
• Content Supply Chain

What’s Coming Up?

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.

On this episode of the Moor Insights & Strategy Insider Podcast, host Patrick Moorhead is joined by Vlad Shmunis, Founder, Chairman, and CEO, to discuss RingCentral’s 25-year journey.

Their conversation explores:

• RingCentral’s focus on transforming and revolutionizing business communications
• Their approach to AI and its power to augment business communications, drive deeper customer satisfaction and engagement, and enable workforces to reach new heights.
• RingCentral's unique approach to AI and how it is being infused across the product portfolio.
• Where the communications industry is headed and RingCentral’s vision for the future

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!

Nile Launches a Differentiated NaaS Offering

• https://x.com/WillTownTech/status/1770111234009952496?s=20

NVIDIA GTC 2024 Recap - Blackwell, NIMS, and Tools

• https://www.datacenterknowledge.com/hardware/nvidia-launches-next-generation-blackwell-gpus-amid-ai-arms-race

Qualcomm On-Device AI & More

• https://www.forbes.com/sites/moorinsights/2024/03/12/qualcomm-on-device-ai-powers-future-products-from-phones-to-pcs/

Microsoft Announces GA of its Copilot for Security

• https://x.com/WillTownTech/status/1767946286177595887?s=20

Oracle Autonomous Database - Global Shards

• https://www.forbes.com/sites/moorinsights/2024/03/20/oracle-launches-globally-distributed-autonomous-database/?sh=bc79c4520131

AI Brain Spy

• https://arxiv.org/pdf/2403.11207.pdf

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 18 of the Hot Desk Podcast with Melody Brue and special guest host Robert Kramer talking Salesforce, IBM’s “Let’s Create” campaign using Adobe Firefly, 8x8’s new CX messaging tool, and an exciting new announcement from Moor Insights & Strategy

Introducing Robert Kramer, VP & Principal Analyst, Enterprise Data

• https://moorinsightsstrategy.com/team/robert-kramer/
• https://www.linkedin.com/in/robert-kramer-58239b22/
• https://twitter.com/RobKramer_Data
• https://www.forbes.com/sites/moorinsights/people/robertkramer/

Salesforce TDX24

• https://www.salesforce.com/trailblazerdx/
• https://x.com/RobKramer_Data/status/1765855767150973404?s=20
• https://x.com/RobKramer_Data/status/1765460339842515262?s=20

IBM Generates “Let’s Create” Campaign with Adobe Firefly

• https://blog.adobe.com/en/publish/2024/03/06/ibm-reimagines-content-creation-digital-marketing-adobe-firefly-generative-ai
• https://www.linkedin.com/posts/melodybrue_ibm-uses-adobe-firefly-to-create-commercially-activity-7171406531127656449-IIzt?utm_source=share&utm_medium=member_desktop

8x8 Proactive Outreach 

• https://8x8.gcs-web.com/news-releases/news-release-details/proactive-outreach-8x8-contact-center-enhances-customer

Game Time Tech 

• Coming soon…Stay tuned! 

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.

On this episode of the Moor Insights & Strategy Market Spotlight, host Will Townsend discusses Juniper Networks Beyond Labs initiative with CTO Raj Yavatkar, unpacking investigations tied to networking and AI, sustainability, 5G and quantum secure communications.

This is a great conversation you don't want to miss!

We are LIVE! Episode 17 of the Hot Desk Weekly Podcast with Moor Insight and Strategy’s PatrickMoorhead and Melody brue! We've got Google's Gemini AI for Google Workspace, Box, HubSpot, SAP moving nonprofit digital transformation, and OpenAI’s ChatGPT goes rogue. Hot or Not? Snapdragon's new sonic!

Gemini for Google Workspace 

• https://www.linkedin.com/posts/melodybrue_gemini-duet-ai-activity-7166122848602836993-nKBN?utm_source=share&utm_medium=member_desktop

Nonprofit Digital Transformation 

• Box: https://www.linkedin.com/posts/melodybrue_boxorg-digitaltransformation-socialimpact-activity-7166433187189997569-k6P_?utm_source=share&utm_medium=member_desktop
• HubSpot: https://www.hubspot.com/nonprofits
• SAP: https://www.concur.com/en-us/non-profit-organizations

Gemini and ChatGPT Go Rogue 

• https://x.com/Google_Comms/status/1760603321944121506?s=20
• https://arstechnica.com/information-technology/2024/02/chatgpt-alarms-users-by-spitting-out-shakespearean-nonsense-and-rambling/

Hot or Not? The New Snapdragon Sonic 

• https://www.qualcomm.com/snapdragoninsiders/news-forums/introducing-the-new-sound-of-snapdragon

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 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!

Arm Announces Third Generation of Neoverse

• https://www.linkedin.com/feed/update/urn:li:activity:7166188654426550273/

A Photon-Ion Cocktail

• https://ionq.com/news/ionq-achieves-critical-first-step-towards-developing-future-quantum-networks
• https://x.com/Moor_Quantum/status/1760763360511967357?s=20

Observability a Bright Spot in Cisco 2Q Earnings

• https://x.com/MelodyBrue/status/1760457770636095581?s=20

Intel Foundry - Gelsinger Gets it Right

• https://www.intel.com/content/www/us/en/newsroom/news/foundry-news-roadmaps-updates.html#gs.5ey5lf

Google Does Gemma

• https://blog.google/technology/developers/gemma-open-models/
• https://x.com/Moor_Quantum/status/1760734088955318332?s=20

Fortinet Posts Solid 4Q & EOY Growth

• https://x.com/WillTownTech/status/1755276584733356254?s=20

Quick Recap of NVIDIA 4Q Earnings - Holy Heck

• https://www.linkedin.com/feed/update/urn:li:activity:7166198592133586945/

AI Alliance's Open AI Advocacy

• https://www.forbes.com/sites/moorinsights/2024/02/16/the-ai-alliance-how-to-make-friends-and-influence-ai-policy/
• https://x.com/Moor_Quantum/status/1759956183807365405?s=20

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 16 of the Hot Desk Podcast with Moor Insights and Strategy’s Patrick Moorhead and Melody Brue talking Zoho's ZohoDay24, ServiceNow's CRM ambitions, collaboration apps for Apple Vision Pro and Hot or Not?: SuperBowl ads before game time!

Zoho’s ZohoDay24

• https://www.linkedin.com/posts/melodybrue_zohoday24-ceo-zohoday24-activity-7161244622659145729-vUkp?utm_source=share&utm_medium=member_desktop
• https://x.com/MelodyBrue/status/1755625320676217343?s=20
• https://x.com/MelodyBrue/status/1755606376334991654?s=20

ServiceNow’s CRM Ambitions 

• https://www.forbes.com/sites/moorinsights/2024/02/06/servicenow-reports-fourth-quarter-and-full-year-2023-financial-results/

Collab Apps for Apple Vision Pro 

• Zoom: https://news.zoom.us/zoom-launches-new-app-for-apple-vision-pro-to-make-hybrid-collaboration-more-immersive/
• Webex: https://blog.webex.com/hybrid-work/immersive-meetings-with-webex-on-apple-vision-pro/
• Box: https://blog.box.com/box-apple-vision-pro-brings-your-enterprise-content-life

Hot or Not: Super Bowl Commerical Pre-release  

• https://apnews.com/article/super-bowl-commercials-2024-08ede12cbd5d7d6ba895e067cfc6393f
• https://www.today.com/video/microsoft-shows-off-new-ai-powered-chatbot-in-super-bowl-ad-203774533724

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 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!

Is IBM Moving into the SMB Space with LinuxONE?

• https://moorinsightsstrategy.com/research-notes/research-note-ibm-announces-linuxone-4-express/

AI's Dirty Little Secret

• https://arxiv.org/pdf/2310.17688.pdf

Cisco Attacks AI, HCI, and the Edge in Amsterdam

• https://newsroom.cisco.com/c/r/newsroom/en/us/a/y2024/m02/in-the-spotlight-at-cisco-live-amsterdam-ai-simplicity-and-security.html

Gee, no GPS?

• https://x.com/Moor_Quantum/status/1743303184360112494?s=20
• https://www.diu.mil/latest/quantum-sensing-enters-the-dod-landscape-in-first-of-a-kind-high-performance
• https://www.forbes.com/sites/moorinsights/2020/04/30/big-atoms-make-small-super-sensitive-quantum-receivers/?sh=5a5a3f08740c

Datacenter Cooling - The Next Big Thing

• https://www.linkedin.com/feed/update/urn:li:activity:7160254755292778496/

Build a Better Biothreat

• https://openai.com/research/building-an-early-warning-system-for-llm-aided-biological-threat-creation

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.

New GTT Podcast Alert! Qualcomm Puts Snapdragon Front and Center at the Manchester United Tour! Qualcomm CMO Don McGuire joins Melody Brue, Robert Kramer, and Anshel Sag at Snapdragon Stadium to discuss the tech and business value behind driving brand recognition and more. 

Also, check out today’s Community Shield game, where Manchester United plays Manchester City. Qualcomm and Microsoft are showcasing their strategic partnership by featuring the Copilot+ PC logo on Manchester United's kits for the first time. The collaboration with Microsoft to highlight the Copilot+ PC logo on the back of the Manchester United kit is a testament to the strong partnership with Microsoft and its recognition of Qualcomm as a key strategic partner for the future of PCs. The Snapdragon X Series processors exclusively power the next-gen Copilot+ PCs. 

We are LIVE with Episode 15 of the Hot Desk Podcast with Patrick Moorhead and Melody Brue! This week, Box acquires Crooze, Ceridian snags eloomi, Salesforce gets smart at NRF with EinsteinAI in Marketing Cloud, and in Hot or Not: Kyte Baby RTO.

Box Acquires Crooze

• https://blog.box.com/box-acquires-crooze-transform-enterprise-content-management
• https://www.linkedin.com/posts/melodybrue_ecm-acquisition-modernwork-activity-7155972822362726401--bBR?utm_source=share&utm_medium=member_desktop

Ceridian to Acquire eloomi 

• https://www.ceridian.com/company/newsroom/2023/ceridian-to-acquire-eloomi-a-market-leading-learning-and-development-platform

Salesforce Einstein 1 in Marketing Cloud

• https://finance.yahoo.com/news/salesforce-crm-unveils-genai-powered-131000580.html

Hot or Not: Kyte Baby RTO

• https://www.hr-brew.com/stories/2024/01/24/kyte-baby-remote-work-mishap
• https://kytebaby.com/

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 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!

NVIDIA and Equinix Deliver Hosted Supercomputing

• https://www.linkedin.com/feed/update/urn:li:activity:7155934586366005248/

Zscaler Delivers the Industry’s First Zero-Trust SASE

• https://x.com/MoorInsStrat/status/1749543821996646648?s=20

Quantinuum - $300 Million is a Lot of Qubits

• https://www.quantinuum.com/news/honeywell-announces-the-closing-of-300-million-equity-investment-round-for-quantinuum-at-5b-pre-money-valuation

OCI GenAI for the Enterprise

• https://www.linkedin.com/feed/update/urn:li:activity:7155576582667988992/

Frontier Launches NaaS with Start-up Nile

• https://x.com/WillTownTech/status/1692248193365336412?s=20

Be Anything Anywhere Google and Adobe

• https://lumiere-video.github.io/
• https://www.youtube.com/watch?v=wxLr02Dz2Sc
• https://actanywhere.github.io/

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.

On this episode of the Moor Insights & Strategy Insider Podcast, host Patrick Moorhead is joined by Scott Harrell, Infoblox CEO. Their discussion explores:

• Scott’s first year as CEO and where he sees the company going
• Why DNS is so critical to securing, protecting, and improving performance of the network
• Key growth and market trends Scott sees across Networking and Security and what the C-Suite, NetOps, and SecOps teams should be thinking about
• Where Infoblox is headed and what customers and the industry can expect from the company in terms of innovation as they drive to unite networking and security

This is a compelling conversation you don't want to miss!

We are LIVE for Episode 14 of the Hot Desk Podcast with PatrickMoorhead and Melody Brue talking CES2024 and what's new from HP, Poly, Dell Technologies and more. Plus IBM mobility, Zoho WorkDrive, and Hot or Not? Microsoft Copilot Key.

CES 2024

• https://twitter.com/PatrickMoorhead/status/1743029471760785807/photo/1
• https://press.hp.com/us/en/press-releases/2024/hpatces-live.html
• https://moorinsightsstrategy.com/research-notes/research-note-dell-at-ces-2024-new-xps-laptops-and-ultrasharp-monitors/

IBM: Modern Work and Mobility 

• https://www.ibm.com/downloads/cas/DRQO0E0Z

Zoho WorkDrive 

• https://www.zoho.com/blog/workdrive/introducing-workdrive-4.0-part-2.html

Hot or Not? Microsoft Copilot Key 

• https://blogs.windows.com/windowsexperience/2024/01/04/introducing-a-new-copilot-key-to-kick-off-the-year-of-ai-powered-windows-pcs/

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 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!

Has AWS Proven the Commoditization of the CPU with Graviton4?

• https://moorinsightsstrategy.com/research-notes/research-note-does-2024-mark-the-beginning-of-the-end-for-merchant-silicon/

HPE's Intention to Acquire Juniper Networks

• https://x.com/MoorInsStrat/status/1744888379681231213?s=20

AI and Quantum (No Li-ion)

• https://cloudblogs.microsoft.com/quantum/2024/01/09/unlocking-a-new-era-for-scientific-discovery-with-ai-how-microsofts-ai-screened-over-32-million-candidates-to-find-a-better-battery/
• https://arxiv.org/abs/2401.04070

Nutanix and Intel Want Your Business-Critical Apps

• https://www.youtube.com/watch?v=uanz4xN7mE4

Cisco's Intention to Acquire Isovalent

• https://x.com/WillTownTech/status/1737947176586907854?s=20

AI: Don't Worry, Be Healthy

• https://blog.research.google/2023/12/2023-year-of-groundbreaking-advances-in.html

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 13 of the Hot Desk Pod with PatrickMoorhead and Melody Brue discussing HP endpoint security, contact center 2024 trends, Grammarly AI, and hot or not? COP28. Let's talk modern work to end the year!

Endpoint Security at HP Security Summit

• https://www.hp.com/us-en/security/endpoint-security-solutions.html 

Contact Center Trends for 2024 

• https://www.cmswire.com/contact-center/6-contact-center-trends-to-watch-in-2024/

Grammarly Enterprise-Scale AI

• https://www.grammarly.com/releases

Hot or Not? Cop28

• https://www.vox.com/climate/24000157/cop28-climate-conference-uae-dubai-winners-losers-fossil-fuels-methane
• https://moorinsightsstrategy.com/research-notes/moor-insights-strategy-weekly-update-ending-december-8-2023/

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 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!

AMD Launches the MI300 Series

• https://moorinsightsstrategy.com/research-notes/amd-launches-mi300-series-datacenter-accelerators/

Itty Bitty Models

• https://store.google.com/intl/en/ideas/articles/pixel-feature-drop-december-2023/
• https://www.microsoft.com/en-us/research/blog/phi-2-the-surprising-power-of-small-language-models/

Intel Keeps on Chugging with Emerald Rapids

• https://www.forbes.com/sites/patrickmoorhead/2023/12/13/what-to-expect-at-intel-ai-event-a-discussion-with-ceo-pat-gelsinger/?sh=71ef3d9a5401

AI’s Got Game

• https://www.ibm.com/policy/why-we-must-protect-an-open-innovation-ecosystem-for-ai/

VAST Data Valuation Hits $9B

• https://www.linkedin.com/feed/update/urn:li:activity:7138254033709891585/

Subspace Correction for Constraints

• https://arxiv.org/pdf/2310.20191.pdf

Oracle Keeps Growing its Cloud Business

• https://www.linkedin.com/feed/update/urn:li:activity:7140118293247381504/

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.

Artificial Intelligence is the hottest topic of discussion for virtually every organization performing long-term strategic planning. Further, it’s a topic that spans the organization from operating units to marketing to IT. While “discriminative” AI, such as image recognition, has been delivering real value to organizations for several years, the excitement about generative AI’s potential to drive productivity is finding increasing interest across organizations of all types and sizes.

But how do organizations determine the relevance and utility of the raw information that feeds the AI data pipeline? The need for a comprehensive information lifecycle strategy is a critical first step.

Tune in to this podcast with Moor Insights & Strategy CEO and Chief Analyst Patrick Moorhead and VP & Principal Analyst Matt Kimball as they discuss these challenges and how companies like Iron Mountain are delivering solutions.

In the latest episode of the Moor Insights & Strategy Insider Podcast, host Patrick Moorhead discusses the rapid advancements in quantum computing with Dr. Jay Gambetta from IBM. The conversation centers on IBM's significant contributions to quantum computing, particularly their comprehensive strategy and commitment to technological development. Dr. Gambetta highlights IBM's efforts in transitioning from merely benchmarking quantum physics to advancing science with larger, more complex quantum machines.

Dr. Gambetta introduces the concept of "quantum utility," describing IBM's focus on making quantum technology more accessible and useful for real-world applications. This includes moving beyond benchmarking to using quantum machines for advancing scientific knowledge. He emphasizes the importance of IBM's hardware capabilities, particularly the development of larger quantum systems like the 100-qubit system, and IBM's open-source software stack, Qiskit.

The podcast also covers IBM's roadmap, with ambitious goals including expanding quantum circuit sizes and integrating error correction for improved performance. The conversation touches on the practical applications of quantum computing in fields like materials science and chemistry, and the potential for quantum computing to solve complex mathematical problems.

Dr. Gambetta discusses IBM's efforts to make quantum computing more user-friendly and applicable to real-world problems, with a focus on the integration of quantum and classical computing. He also mentions upcoming hardware developments like the IBM Heron Quantum Processor and the System Two architecture.

Overall, the podcast sheds light on IBM's strategy and advancements in quantum computing, emphasizing the company's role in pushing the boundaries of what's possible in this rapidly evolving field.

We are LIVE for Episode 12 of the Hot Desk Pod with Patrick Moorhead and Melody Brue with early GAI productivity data from the Microsoft Work Trend Index, Zoom Surveys, and emoji compliance in UCC Hot or Not? - Instagram-worthy offices. Tune in for all things modernwork! 

GenAI Productivity Data: Microsoft Work Trend Index 

• https://www.microsoft.com/en-us/worklab/work-trend-index/copilots-earliest-users-teach-us-about-generative-ai-at-work

Zoom Surveys

• https://news.zoom.us/zoom-surveys/

Emoji Compliance 

• https://www.techtarget.com/searchunifiedcommunications/feature/Ensuring-collaboration-tool-compliance-and-governance

Hot or Not? Instagram-Worthy Offices 

• https://www.nytimes.com/2023/11/26/business/office-design-rto.html
• https://www.businessinsider.com/return-to-office-instagram-post-rto-wfh-work-2023-11

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 32 of the MI&S Hot Desk Podcast: 

Join Robert Kramer, Melody Brue for a rundown of what's up this week in enterprise apps, data security. We’re talking Canva’s acquisition, $MSFT earnings, Adobe creative campuses, Commvault, Crowdstrike and Blue Yonder.

Canva Set to Acquire Leonardo.AI 

https://www.linkedin.com/posts/melodybrue_canva-has-announced-its-intent-to-acquire-activity-7224061245996285952-LG-7?utm_source=share&utm_medium=member_desktop

https://www.canva.com/newsroom/news/leonardo-ai/

Microsoft Q4 2024 Earnings

https://moorinsightsstrategy.com/research-notes/microsoft-q4-fy2024-earnings-show-strong-copilot-adoption-and-teams-growth/

https://x.com/MelodyBrue/status/1818414106325762408

Adobe CSU 

https://business.adobe.com/customer-success-stories/csu-case-study.html

https://moorinsightsstrategy.com/mis-weekly-analyst-insights-week-ending-august-2-2024/

Commvault

https://www.prnewswire.com/news-releases/commvault-announces-fiscal-2025-first-quarter-financial-results-302209156.html

Crowdstrike

https://www.forbes.com/sites/moorinsights/2024/07/23/crowdstrike-it-outage-highlights-need-for-tighter-operational-updates/ 

SCM - Blue Yonder and Sustainability

https://media.blueyonder.com/blue-yonder-acquires-one-network-enterprises-to-unlock-an-agile-interconnected-supply-chain-ecosystem/

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 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!

Better Bedrock Building

• https://press.aboutamazon.com/2023/11/aws-announces-more-model-choice-and-powerful-new-capabilities-in-amazon-bedrock-to-securely-build-and-scale-generative-ai-applications

HPE’s Impressive Intelligent Edge Performance

• https://x.com/WillTownTech/status/1729883805442605382?s=20

Thumbs Up - AWS Innovation Center

• https://aws.amazon.com/blogs/machine-learning/introducing-the-aws-generative-ai-innovation-centers-custom-model-program-for-anthropic-claude/

AWS Speaks to Observability

• https://x.com/WillTownTech/status/1729211188066820455?s=20

New Skills for AWS Sagemaker

• https://press.aboutamazon.com/2023/11/aws-announces-five-new-amazon-sagemaker-capabilities-for-scaling-with-models

Cisco Partner Summit Insights

• https://x.com/WillTownTech/status/1724434889464828278?s=20

AWS New Home Grown Silicon - Graviton4 and Trainium2

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 episode 11 of the MI&S Hot Desk Podcast, talking about RingCentral’s launch event, Microsoft Ignite, and Lenovo’s video bar collaboration with Jabra.

RingCentral Virtual Launch Event  

RingCentral Events

• https://ir.ringcentral.com/news/press-release-details/2023/RingCentral-Introduces-RingCentral-Events-for-Virtual-Onsite-and-Hybrid-Events/default.aspx
• https://www.linkedin.com/posts/melodybrue_ringcentrallauch-activity-7130288211829919744-hQg9?utm_source=share&utm_medium=member_desktop

RingCX AI-first Contact Center

• https://ir.ringcentral.com/news/press-release-details/2023/RingCentral-Announces-General-Availability-of-RingCX-a-Natively-Built-AI-first-Contact-Center-that-is-Simple-to-Use-and-Easy-to-Deploy/default.aspx

Microsoft Ignite 2023

Microsoft Copilot Updates in Teams and 365

• https://x.com/satyanadella/status/1724980955918844146?s=20
• https://techcommunity.microsoft.com/t5/microsoft-teams-blog/what-s-new-in-microsoft-teams-microsoft-ignite-2023/ba-p/3976670

Microsoft Copilot Studio 

• https://www.linkedin.com/feed/update/urn:li:activity:7130600747037032448/
• https://www.microsoft.com/en-us/microsoft-365/blog/2023/11/15/announcing-microsoft-copilot-studio-customize-copilot-for-microsoft-365-and-build-your-own-standalone-copilots/

Lenovo Collaborates with Jabra 

• https://news.lenovo.com/pressroom/press-releases/jabra-thinksmart-bar-180-solution-windows-autopilot-support/

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 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!

Microsoft Jumps into the Silicon Game at Ignite

• https://www.linkedin.com/feed/update/urn:li:activity:7130677095503953921/
• https://twitter.com/MattKimball_MIS/status/1724912009227931893

AI = Trillion Watt Hours

• https://www.cell.com/joule/fulltext/S2542-4351(23)00365-3

Oracle Hosts PostgreSQL. What?

• https://www.linkedin.com/feed/update/urn:li:activity:7130546703182548992/
• https://blogs.oracle.com/cloud-infrastructure/post/oci-database-postgres

Quantum Utility

• https://research.ibm.com/blog/what-is-quantum-utlity

Supercomputing 2023 Takeaways

• https://twitter.com/MattKimball_MIS/status/1724246586459394512
• https://twitter.com/MoorInsStrat/status/1724426857251053916

Pssst. Hey, Want a Job?

• https://www.theinformation.com/articles/openais-new-tack-in-talent-war-with-google-promising-recruits-a-quick-stock-bump

Dell Tech Analyst Summit 2023 Recap

• https://twitter.com/MattKimball_MIS/status/1720104041093456281

AWS AI Party Rock!

• https://aws.amazon.com/blogs/aws/build-ai-apps-with-partyrock-and-amazon-bedrock/
• https://partyrock.aws/

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.

Will Townsend, Vice President & Principal Analyst, Networking & Security sits down with Fastly CEO Todd Nightingale to discuss Fastly, its mission and opportunities for the future at the company's Altitude 2023 event.