Explore every episode of the podcast Moor Insights & Strategy Podcast

Welcome to this week's edition of "MI&S Datacenter Podcast." Join Moor Insights & Strategy co-hosts Matt, Will, and Paul as they analyze the week's top datacenter and datacenter edge news. They talk compute, cloud, security, storage, networking, operations, data management, AI, quantum, and more!

We will be talking on this week's show about:

AMD's Keys to the Kingdom

https://www.linkedin.com/posts/wstownsend_amd-cisco-and-humain-to-form-joint-venture-activity-7397685967555526656-7Wfq?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAAdOCkB7GSD8YuNAaXuDKP_xFHkrnLbNFk

Microsoft Cobalt 200 - Coming to an Enterprise Near You
https://www.cio.com/article/4094300/nvidia-chips-sold-out-cut-back-on-ai-plans-or-look-elsewhere.html
https://www.datacenterknowledge.com/data-center-chips/microsoft-launches-cobalt-200-chip-and-expands-azure-ai-platform
 

QEC is QED

https://arxiv.org/abs/2510.21600

Cisco's AI Ambitions

https://www.geekwire.com/2025/cisco-to-acquire-seattle-area-ai-startup-neuralfabric-expanding-push-into-enterprise-generative-ai/

Struggling with AI Chips? Here's a Thought

https://www.cio.com/article/4094300/nvidia-chips-sold-out-cut-back-on-ai-plans-or-look-elsewhere.html

IBM has Two New Birds

https://newsroom.ibm.com/2025-11-12-ibm-delivers-new-quantum-processors,-software,-and-algorithm-breakthroughs-on-path-to-advantage-and-fault-tolerance

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." Join Moor Insights & Strategy co-hosts Matt, Will, and Paul as they analyze the week's top datacenter and datacenter edge news. They talk compute, cloud, security, storage, networking, operations, data management, AI, quantum, and more!

We will be talking on this week's show about:

Can Arista Push Past The Data Center?

https://investors.arista.com/Communications/Press-Releases-and-Events/Press-Release-Detail/2025/Arista-Networks-Inc--Reports-Third-Quarter-2025-Financial-Results/default.aspx

Are VAST & CoreWeave The Wonder Twins?

https://www.linkedin.com/feed/update/urn:li:activity:7392244888316280832/

Qubit Wars: The Power Players

https://arxiv.org/pdf/2502.06471

Cisco Partner Summit 2025 Insights

https://www.linkedin.com/posts/wstownsend_cisco-supercharges-its-secure-enterprise-activity-7391366688908292096-iB6K?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAAdOCkB7GSD8YuNAaXuDKP_xFHkrnLbNFk

My Case For AMD In Enterprise AI

https://www.theregister.com/2025/11/05/amd_pins_its_hopes_on/

DARPA's Quantum Elite

https://newsroom.ibm.com/2025-11-06-ibm-advances-to-next-phase-of-darpa-quantum-benchmarking-initiative

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." Join Moor Insights & Strategy co-hosts Matt, Will, and Paul as they analyze the week's top datacenter and datacenter edge news. They talk compute, cloud, security, storage, networking, operations, data management, AI, quantum, and more!

We will be talking on this week's show about:

HPE Securities Analyst Meeting Insights

https://x.com/WillTownTech/status/1978542076330745891

Intel Shows Momentum In Its Earnings
https://d1io3yog0oux5.cloudfront.net/_a9c76828df1af0b055f7cffea57824a7/intel/db/887/9148/earnings_presentation/Q3+2025+Earnings+Deck+Revised.pdf

IBM & AMD: Chip TItans Unite

https://www.cnbc.com/2025/10/24/amd-stock-pops-on-report-ibm-can-use-its-chips-for-quantum-computing.htm

OCP Scales- Up Ethernet

https://www.linkedin.com/posts/wstownsend_ocpsummit25-activity-7383931564897984513-MA2m?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAAdOCkB7GSD8YuNAaXuDKP_xFHkrnLbNFk

Qualcomm Leans Into Inference
https://www.qualcomm.com/processors/data-center 

Quantum Echoes: Whispers Of  Future Molecules

https://blog.google/technology/research/google-willow-quantum-chip/

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." Join Moor Insights & Strategy co-hosts Matt, Will, and Paul as they analyze the week's top datacenter and datacenter edge news. They talk compute, cloud, security, storage, networking, operations, data management, AI, quantum, and more!

We will be talking on this week's show about:

00:00 Intro

9:03 SailPoint's Agentic Wind

19:36 Only Cheaters Bid With Quantum

24:36 The Intel Comeback Tour Continues

30:14 Marvell's System Development Journey

33:43 Microfluidics Can Be Massively Disruptive

39:37 Latency Could Undo The IBM-AMD Supercomputer

SailPoint's Agentic Wind

https://www.linkedin.com/posts/wstownsend_sailpoint-ushers-in-new-era-of-adaptive-identity-activity-7378794063438778368-Nt-f?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAAdOCkB7GSD8YuNAaXuDKP_xFHkrnLbNFk

Only Cheaters Bid With Quantum

https://arxiv.org/pdf/2509.17715v1

The Intel Comeback Tour Continues
https://www.linkedin.com/feed/update/urn:li:activity:7378195648267001857/

Marvell's System Development Journey

https://moorinsightsstrategy.com/analyst-insight-marvells-trailblazing-efforts-in-system-development/

Microfluidics Can Be Massively Disruptive
https://www.linkedin.com/feed/update/urn:li:activity:7377106369843441664/

Latency Could Undo The IBM-AMD Supercomputer

https://newsroom.ibm.com/2025-08-26-ibm-and-amd-join-forces-to-build-the-future-of-computing

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." Join Moor Insights & Strategy co-hosts Matt, Will, and Paul as they analyze the week's top datacenter and datacenter edge news. They talk compute, cloud, security, storage, networking, operations, data management, AI, quantum, and more!

We will be talking on this week's show about:

Getting Splunky

https://www.linkedin.com/posts/wstownsend_splunkconf25-activity-7371179885823709184-ETLK?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAAdOCkB7GSD8YuNAaXuDKP_xFHkrnLbNFk

More Earnings - HPE & Oracle
https://investor.oracle.com/investor-news/news-details/2025/Oracle-Announces-Fiscal-Year-2026-First-Quarter-Financial-Results/default.aspx

Intel's Datacenter Reset

https://www.datacenterknowledge.com/data-center-chips/intel-s-data-center-reset-new-leadership-signals-significant-shift

NVIDIA Goes Large (Context)

https://www.datacenterknowledge.com/data-center-chips/nvidia-showcases-inference-chops-with-rubin-cpx-preview

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." Join Moor Insights & Strategy co-hosts Matt, Will, and Paul as they analyze the week's top datacenter and datacenter edge news. They talk compute, cloud, security, storage, networking, operations, data management, AI, quantum, and more!

We will be talking on this week's show about:

NVIDIA's Datacenter Bridge

https://www.linkedin.com/posts/wstownsend_nvidia-introduces-spectrum-xgs-ethernet-to-activity-7364700917142622209-5GJB?utm_source=share&utm_medium=member_ios&rcm=ACoAAAAdOCkB7GSD8YuNAaXuDKP_xFHkrnLbNFk

VMware Explore Recap - Private Cloud Is Cool Again
https://www.forbes.com/sites/patrickmoorhead/2025/08/26/vcf-and-private-ai-take-center-stage-at-vmware-explore-2025/ 

Cisco Earnings & HPE Expectations

https://www.linkedin.com/posts/wstownsend_cisco-fy-2025-earnings-insights-solid-activity-7362182259321303041-37aN?utm_source=share&utm_medium=member_ios&rcm=ACoAAAAdOCkB7GSD8YuNAaXuDKP_xFHkrnLbNFk

Earnings Season Is In Full Force - Pure, Nutanix, NVIDIA (oh my)

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." Join Moor Insights & Strategy co-hosts Matt, Will, and Paul as they analyze the week's top datacenter and datacenter edge news. They talk compute, cloud, security, storage, networking, operations, data management, AI, quantum, and more!

We will be talking on this week's show about:

00:00 Intro

4:09 Insights from Black Hat USA 2025

16:37 95% Can't Be Wrong

27:27 Musing on AMD Earnings

39:07 Infoblox's Precrime Capabilities

46:24 Datacenters – from Bits to Qubits

53:20 NVIDIA & AI for the Masses

Insights from Black Hat USA 2025

https://x.com/WillTownTech/status/1953059811635150954

95% Can't Be Wrong

https://www.riverlane.com/blog/quantum-error-correction-is-crucial-but-the-ecosystem-isn-t-ready

Musing on AMD Earnings

https://d1io3yog0oux5.cloudfront.net/_da9ec69a410f47f77272ab0541c83538/amd/db/841/9167/presentation/AMD+Q2%2725+Earnings+Slides+FINAL+2.pdf 

Infoblox's Precrime Capabilities

https://x.com/WillTownTech/status/1953209641103434043

Datacenters – from Bits to Qubits

https://arxiv.org/pdf/2505.23860

NVIDIA & AI for the Masses
https://www.nvidia.com/en-us/data-center/rtx-pro-6000-blackwell-server-edition/ 

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.

Step inside the future of sports on episode 17 of Game Time Tech with hosts Melody Brue and Robert Kramer, as they break down how artificial intelligence and digital innovation are redefining everything from world-famous tournaments to your next matchday. This episode dives deep into the most striking tech at Wimbledon 2025—think AI-powered match previews, real-time stats in your pocket, and Hawk-Eye's precision ruling the courts. Discover how players, officials, and fans are getting smarter, faster insights and enjoying a blend of tradition with cutting-edge technology.

Next up, explore the Premier League's blockbuster moves with Microsoft and Adobe. Learn how Microsoft's AI and cloud infrastructure are transforming both behind-the-scenes operations and live fan experiences. See how Adobe's creative tools are giving the League's global fanbase more ways than ever to personalize, interact, and express their passion—turning spectators into creators and superfans.

The episode also unpacks Globant's "AI or Die" philosophy: why leading sports organizations are weaving AI into every layer of their game, from logistics and player signings to personalized highlights that raise the bar for engagement. Mel and Robert discuss both the promise—and the ongoing challenges—of this transformation, always keeping the human side of sport front and center.

Whether you're a diehard tennis or soccer fan, a fantasy league junkie, or just curious about the digital future of competition, this podcast puts you right at the heart of the sports tech revolution. Each week, join us for fresh insights and lively debates about how global leagues, top brands, and tech pioneers are delivering smarter, fairer, and more thrilling experiences for fans everywhere.

In Episode 11 of The Enterprise App Pod,  hosts Melody Brue and Robert Kramer tackle the front lines of Industry 5.0—the new era where AI meets human collaboration to redefine how we work and innovate. This high-energy episode breaks down the evolution from mechanization to intelligent, human-centric operations, spotlighting how ERP and modern tech are becoming the nerve center for sustainable, adaptable, and people-first businesses.

Get the inside story as Mel and Robert discuss:

• Industry 5.0 and the Evolution of Work: Explore the shift from efficiency-focused automation to human-AI teamwork, mass personalization, and the rise of resilient, sustainable operations. Hear how companies are leveraging digital twins, IoT, and AI agents to empower smarter decisions and flexible, creative problem-solving.
• Adobe Analytics and the 1,200% Surge in GenAI Search: Unpack the seismic jump in web traffic driven by generative AI platforms. With traditional SEO giving way to "AIO" (AI optimization), learn why businesses must now retool content to be machine-readable and front-of-mind for AI-powered discovery engines.
• Figma's IPO and the SaaS Playbook Rewrite: Dive into Figma's blockbuster IPO and what its soaring valuation means for competitors like Canva and Adobe—and for the entire SaaS landscape. The episode explains why cloud-native, AI-empowered platforms now set the gold standard for growth and public market excitement.
• Mitel's Restructuring: Reset or Reinvention?: The team analyzes Mitel's much-watched restructuring—why slashing debt isn't enough, the tough road ahead for customer trust, and the brutal realities of competing against agile, AI-driven cloud rivals. The conversation explores what it takes for legacy vendors like Mitel and Avaya to shift from survivors to true innovators.

Tune in for actionable insights, clear breakdowns, and pragmatic advice for enterprises navigating digital transformation, AI disruption, and the road ahead in work and technology. Whether you geek out over ERP, SaaS, or just want to stay ahead of tech's fastest shifts, this episode delivers the clarity and strategy you need.

On this week's episode of The G2 on 5G, hosts Will Townsend and Anshel Sag discuss the following six topics: 

1. Telefonica's Huawei Transition Strategy
   A phased regional approach to phasing out Huawei infrastructure, with Europe advancing and Brazil holding steady.

2. Dish's Latest Spectrum Payment
   A last-minute FCC payment keeps Dish out of default and raises questions about long-term strategy.

3. Nokia's Subsea Cable Expansion
   Key wins in global subsea networking boost connectivity for AI data centers and beyond.

4. Wi-Fi 8 Spec Update
   New details on the 802.11bn standard reveal enterprise-focused enhancements and reduced latency.

5. OpenRAN Deployment Milestone
   Live multi-vendor R-APP deployment marks progress in programmable mobile networks.

6. Samsung Fold7 and Flip7 Demand
   Record-breaking pre-orders signal strong consumer interest in foldable devices.

Welcome to this week's edition of "MI&S Datacenter Podcast." Join Moor Insights & Strategy co-hosts Matt, Will, and Paul as they analyze the week's top datacenter and datacenter edge news. They talk compute, cloud, security, storage, networking, operations, data management, AI, quantum, and more!

We will be talking on this week's show about:

Palo Alto Networks & CyberArk

https://www.linkedin.com/posts/wstownsend_palo-alto-networks-announces-agreement-to-activity-7356466398220439554-VZnH?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAAdOCkB7GSD8YuNAaXuDKP_xFHkrnLbNFk

What the Hell is FTQC?

https://www.linkedin.com/pulse/beyond-hype-practical-applications-ftqc-paul-smith-goodson-6wsq/

https://www.forbes.com/sites/moorinsights/2025/06/10/ibms-vision-for-a-large-scale-fault-tolerant-quantum-computer-by-2029/

How Dell is addressing sustainability in the AI era

https://moorinsightsstrategy.com/research-notes/has-ai-killed-the-sustainability-charge-dell-says-no/

Intel plans networking spin off

https://www.linkedin.com/posts/wstownsend_intels-networking-spin-off-desperate-gamble-activity-7356408254513508352-bNdB?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAAdOCkB7GSD8YuNAaXuDKP_xFHkrnLbNFk

4D without Glasses

https://azure.microsoft.com/en-us/blog/quantum/2025/06/19/microsoft-advances-quantum-error-correction-with-a-family-of-novel-four-dimensional-codes/

AI reinvigorates the consulting game

https://www.linkedin.com/feed/update/urn:li:activity:7356342771839848448/

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.

In this episode of Game Time Tech, Lewis Smithingham, EVP of Strategic Industries at Media.Monks, joins hosts Melody Brue and Robert Kramer for an unfiltered deep-dive into how sports has become the ultimate proving ground for emerging tech. From VR broadcasts to hybrid remote production on AWS, Lewis reveals the hidden world of live production, fan engagement, and the future of sports infrastructure.

Top Tech Takeaways:

• Cloud is changing the game: Media.Monks embraced AWS-powered workflows out of necessity and found scalable, profitable, and shockingly sustainable results. 

• Remote production in sports allows global teams to broadcast massive events while still making it home for dinner.

• Sports are evolving from linear monoculture to multi-platform entertainment, a shift essential to reaching new generations of fans.

Sports as tech test bed: Lewis compares the impact of Taylor Swift at the Super Bowl to the moon landing, seriously, and shows why data and experience intersect in sports more than anywhere else.

Episode 15 of Game Time Tech marks the start of a "hot sports tech summer," where hosts Melody Brue and Robert Kramer delve into the intersection of live sports and enterprise innovation. From advanced fan experiences to athlete analytics, the show highlights how major tech players are redefining operational efficiency, safety, and media strategy across some of the world's most visible sporting events.

The hosts break down how T-Mobile's private 5G turned the PGA Championship into a real-time tech showcase, SailGP's racecourse into a precision-driven safety zone, and how Lenovo's FIFA and F1 partnerships bring performance and connectivity to the global stage. They also preview Snowflake's ambitious plans for the 2028 Olympics — a massive data effort aimed at empowering athletes and fans alike.

Highlights include:

• T-Mobile's 5G at the PGA Championship
  Enabled seamless fan experiences and enhanced broadcast agility across complex terrain — minus the cable clutter. ⛵ 

• SailGP's real-time racing tech
  Used sub-10 millisecond latency and network slicing to support sailor safety, telemetry, and first responder communications.

• Lenovo + FIFA World Cups 2026 & 2027
  Blends brand play and smart infrastructure, supporting all 32 teams with tablets, smartphones, and collaboration platforms.

• Formula One Innovation
  Lenovo delivers diagnostics and real-time analytics, while other partners push sustainability and safety boundaries.

• Snowflake's Olympic Data Strategy
  Powers training, performance tracking, medical insights, and fan engagement as the data platform for the 2028 Summer Olympics.

Welcome to this week's edition of "MI&S Datacenter Podcast." Join Moor Insights & Strategy co-hosts Matt, Will, and Paul as they analyze the week's top datacenter and datacenter edge news. They talk compute, cloud, security, storage, networking, operations, data management, AI, quantum, and more!

We will be talking on this week's show about:

Palo Alto Networks & Okta Partnership

https://x.com/WillTownTech/status/1945223993096655338

Microsoft, Atom Computing, & Magne

https://www.qunorth.com

AWS Summit & The Agentic Lifecycle

https://www.linkedin.com/feed/update/urn:li:activity:7351302065609994240/

Zscaler's Zero Trust Solution Scales

https://www.linkedin.com/posts/wstownsend_zscaler-extends-zero-trust-platform-to-enable-activity-7348392046908358658-1XcG?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAAdOCkB7GSD8YuNAaXuDKP_xFHkrnLbNFk

Next-Gen Naval Nav

https://thequantuminsider.com/2025/07/16/q-ctrls-new-maritime-quantum-navigation-solution-successfully-undergoes-first-defense-trials-at-sea/

IBM Power11 & TAM Expansion

https://www.forbes.com/sites/patrickmoorhead/2025/07/14/ibm-aims-to-expand-its-infrastructure-market-reach-with-power11/ 

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." Join Moor Insights & Strategy co-hosts Matt, Will, and Paul as they analyze the week's top datacenter and datacenter edge news. They talk compute, cloud, security, storage, networking, operations, data management, AI, quantum, and more!

We will be talking on this week's show about:

2:15 Cisco Charts Its Agentic AI Course

12:07 AMD Launches The Latest Salvo In The AI Silicon War

24:02 HPE Discover Insights; Juniper Acquisition Clears

40:59 Pure Cloudifies Storage With EDC

Cisco Charts Its Agentic AI Course

https://www.linkedin.com/posts/wstownsend_cisco-charts-its-agentic-ai-journey-at-cisco-activity-7341209119069978625-9uXg?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAAdOCkB7GSD8YuNAaXuDKP_xFHkrnLbNFk

AMD Launches The Latest Salvo In The AI Silicon War
https://www.amd.com/en/blogs/2025/amd-instinct-mi350-series-and-beyond-accelerating-the-future-of-ai-and-hpc.html#:~:text=Powering%20Tomorrow's%20AI%20Workloads,for%20inference%20and%20training%20alike.&text=With%20flexible%20air%2Dcooled%20and,an%20industry%20standards%2Dbased%20infrastructure

HPE Discover Insights; Juniper Acquisition Clears

https://www.linkedin.com/posts/wstownsend_discover-activity-7343617573436932097-sTk1?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAAdOCkB7GSD8YuNAaXuDKP_xFHkrnLbNFk

Pure Cloudifies Storage With EDC

https://www.purestorage.com/company/newsroom/press-releases/pure-storage-introduces-the-enterprise-data-cloud.html#:~:text=Matt%20Kimball%2C%20Vice%20President%20&%20Principal,a%20way%20that's%20actionable%20today

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 Moor Insights & Strategy analysts Will Townsend and Anshel Sag as they dive into the latest developments in the 5G industry. In this episode, they discuss Nokia's leadership shake-up, T-Mobile's partnership with SpaceX, Ericsson's latest industry moves, and much more.

Topics Covered in This Episode:

• Nokia's New CEO Announcement – The impact of Intel executive Justin Hotard stepping into Nokia's leadership role.

• T-Mobile & SpaceX Partnership – How T-Mobile's satellite connectivity plan is evolving and what it means for consumers.

• Ericsson's Industry Innovations – Exploring Ericsson's expanding footprint in 5G and enterprise applications.

• Super Bowl & 5G Insights – Breaking down key moments from Super Bowl Sunday and 5G's role in live event connectivity.

• 5G REDCap & Smart Grid Developments – Examining O2 Telefónica's trial with Germany's energy sector.

• Private 5G Networks in Texas – How Ericsson and LCRA are rolling out private cellular networks across Texas counties.

On this episode of The G2 on 5G, Will Townsend and Anshel Sag, dive into the latest advancements in 5G, AI, and satellite communications.They discuss Verizon's AI-driven small business solutions, Sateliot's latest funding push, and SoftBank's increasing investment in AI infrastructure.

Their Discussion Covers:

• Verizon's AI Assistant for Small Businesses: How Verizon is integrating AI into customer support, boosting efficiency for small business owners.

• Sateliot's Expansion & Spanish Government Grant: Sateliot secures $15M in funding to accelerate its satellite network for global IoT connectivity.

• SoftBank's AI Telecom Ambitions: The company unveils its Large Telecom Model (LTM) designed to optimize networks with AI-driven intelligence.

• Ampere Acquisition & ARM-Powered AI: SoftBank's strategic move to acquire Ampere, strengthening its AI and cloud computing portfolio.

• The Future of AI in Telecom: NVIDIA, Cisco, and T-Mobile's joint efforts in AI-RAN and the vision for AI-native 6G infrastructure.

• T-Mobile's Spectrum Swap & Strategic Positioning: How T-Mobile is refining its network strategy with 600 MHz spectrum acquisitions.

Welcome to this week's edition of "MI&S Datacenter Podcast." Join Moor Insights & Strategy co-hosts Matt, Will, and Paul as they analyze the week's top datacenter and datacenter edge news. They talk compute, cloud, security, storage, networking, operations, data management, AI, quantum, and more!

We will be talking on this week's show about:

Can Extreme Networks Compete In The Datacenter & Beyond?

https://x.com/WillTownTech/status/1924771544942969289

AI Déjà Vu All Over Again?

https://www.wsj.com/tech/ai/what-sam-altman-told-openai-about-the-secret-device-hes-making-with-jony-ive-f1384005?

DTW 2025 - Private Cloud & Automation

https://www.linkedin.com/feed/update/urn:li:activity:7331038772580519936/ 

DTW 2025 - Is Dell's Approach To AI Networking Competitive?

https://x.com/WillTownTech/status/1925052764989620363

IBM's New Access Pricing Plan

https://www.ibm.com/quantum/blog/flex-pla

VAST & The AI OS

https://www.linkedin.com/feed/update/urn:li:activity:7331019662203228161/ 

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 Moor Insights & Strategy hosts, Will Townsend and Anshel Sag, on The G2 on 5G Podcast. In this episode, they explore the latest developments in the 5G industry, including mobile network operator earnings, T-Mobile's advancements in 5G technology, AT&T's fixed wireless access strategy, Motorola's latest Razr innovation, Ericsson's mining applications, and Verizon's 5G slicing technology.

Their discussion covers:

• MNO Earnings Insights: Analysis of financial results from top mobile network operators, including market trends and future projections.

• T-Mobile's 5G: Advanced Evolution - How T-Mobile is pushing 5G technology forward and what it means for consumers and enterprises.

• AT&T's Fixed Wireless Access (FWA) Strategy: Examining AT&T's approach to FWA and its impact on broadband competition.

• Motorola's Razr Innovation: A closer look at Motorola's newest Razr model and how foldable phones are evolving.

• Ericsson's Mining Applications: How Ericsson is leveraging 5G for advanced mining solutions and safety improvements.

•  Verizon's 5G Network Slicing: Understanding Verizon's approach to 5G slicing and its potential for enterprise connectivity.

In this episode of The G2 on 5G, Will Townsend and Anshel Sag discuss the latest developments in 5G technology, private networks, and industry trends. In this episode, they explore major industry moves by Celona, T-Mobile's latest expansion, private 5G adoption in sports, and how Hyundai and Disney are leveraging advanced connectivity.

Their Discussion Covers:

📡 Celona's Private 5G Momentum: The company's focus on enterprise 5G networks, enabling digital transformation for industries including healthcare, retail, and manufacturing.

🏈 Dallas Cowboys and Private 5G: How sports franchises, including the Cowboys, are exploring private 5G for enhanced fan engagement and operational efficiency.

📶 T-Mobile's 5G Expansion: The carrier's latest initiatives to strengthen its nationwide 5G coverage, including strategic partnerships and network improvements.

🎥 Disney's 5G Innovations: How Disney is leveraging 5G and edge computing for immersive entertainment experiences.

🚘 Hyundai and Smart Mobility: The automotive giant's advances in connected car technology, using 5G for autonomous driving and enhanced vehicle communication.

🛜 The Future of 5G in Business: Emerging use cases for enterprise applications, including AI-driven insights and network optimization.

In this episode of The G2 on 5G, Will Townsend and Anshel Sag explore the latest advancements in 5G, including T-Mobile's early experiments with 6G, AST SpaceMobile's collaboration with AT&T for FirstNet trials, and Vodafone's impressive IoT growth. They also discuss Google's Pixel 9a, MediaTek's newest chipset innovations, and the push for 5G REDCap adoption.

Their discussion covers:

📡 T-Mobile & Nokia Testing 6G Spectrum: The FCC granted T-Mobile permission to test prototype wireless equipment, paving the way for future deployment of ultra-fast connectivity.

🛰️ AST SpaceMobile & AT&T FirstNet Collaboration: AT&T is set to test direct-to-cell satellite connectivity, expanding FirstNet's capabilities for emergency services.

🔗 Vodafone Hits 200M IoT Connections: The telecom giant has seen rapid growth, proving IoT monetization is accelerating globally.

📱 Pixel 9a Launch: Google's mid-range smartphone packs flagship-like performance with its Tensor G4 processor and long-lasting battery life at an affordable price.

⚡ MediaTek's Newest Chipsets: The company introduces the Dimensity 9400+ and Kompanio Ultra, enhancing AI-powered devices and Chromebooks.

🚀 5G REDCap Advancements: The GSA forms an industry group to drive REDCap adoption, accelerating the shift to standalone 5G for wearables and IoT.

In this episode of The G2 on 5G, analysts Will Townsend and Anshel Sag return after traveling, to discuss six key topics shaping the 5G landscape. They cover AST SpaceMobile's shift toward a consumer satellite service, EchoStar's FCC investigation, Mobile World Congress Las Vegas' rebrand, T-Mobile's latest network advancements, new security initiatives in partnership with Palo Alto Networks, and Xiaomi's upcoming smartphone SoC.

Topics Covered:

🛰 AST SpaceMobile's Consumer Satellite Push: A significant strategy shift: AST SpaceMobile aims to launch a beta satellite-based consumer service by the end of 2025, with a full rollout in 2026. How will this affect the telecom landscape?

📡 EchoStar's FCC Investigation: SpaceX alleges that EchoStar is underutilizing its spectrum. Is this just political maneuvering, or does the investigation signal broader industry shifts?

🏢 MWC Las Vegas Rebrand: Can its pivot toward enterprise solutions revive attendance, or is it time to retire the event entirely?

📊 T-Mobile's 5G Network Strength: A UCLA study shows T-Mobile leading in mobile network performance with median download speeds of 442 Mbps. What does this mean for consumer connectivity?

🔒 Security & 5G SASE: Both AT&T and T-Mobile partner with Palo Alto Networks to bolster their 5G security solutions, enhancing enterprise protections.

📱 Xiaomi's New Smartphone SoC: The Chinese tech giant is set to launch an in-house smartphone chip, potentially signaling a broader industry trend.

In this episode of The Enterprise Applications Podcast, hosts Melody Brue and Robert Kramer dive into the transformative power of IBM watsonx.data, live from IBM Think in Boston. They discuss how enterprises can unlock the potential of generative AI by addressing one of the biggest challenges in AI adoption- managing vast and complex unstructured data. From new IBM features to real-world success stories, they unpack what enterprises need to do beyond technology to fully embrace AI at scale.

🚀 Scaling AI with watsonx.data

• IBM has positioned watsonx.data as a key platform for enterprise AI adoption.

• With 90% of enterprise data being unstructured, businesses are barely utilizing 1% of it- watsonx.data solves this by making fragmented data usable.

• The platform integrates data from hybrid cloud and on-premise sources into a unified lakehouse, enabling AI models to leverage enterprise-specific information.

🛠 New IBM Features for 2025

• watsonx.data intelligence: Enhances AI-driven insights for structured and unstructured data.

• watsonx.data integration: Streamlines data connectivity and governance for AI adoption.

• Db Assistant: Provides automation and AI-powered data management capabilities.

• Expanded focus on AI readiness- helping companies structure and clean data for better AI performance.

💼 Beyond Technology: The Role of AI Readiness

• AI adoption isn't just about the tech—it requires change management and data preparation.

• Enterprises need clean, categorized data before AI can maximize its value.

• Readiness includes company culture shifts, innovation aptitude, and process adjustments to fully leverage generative AI.

🔥 IBM's Message at Think 2025: The Urgency to Modernize

• The time to embrace automation and AI is now- manual processes won't sustain long-term competitiveness.

• AI and automation reduce operational complexity, helping enterprises unlock new efficiencies.

• IBM's push for AI-driven enterprise transformation highlights the importance of data readiness as the foundation for success.

In this episode of The Enterprise Applications Podcast, hosts Melody Brue and Robert Kramer dive into the latest developments in enterprise technology. They discuss key takeaways from Google Cloud Next, insights from Microsoft's Work Trend Index, updates from Canva Create, and major announcements from Adobe MAX London. Plus, they break down big tech earnings from SAP, IBM, and ServiceNow.

🚀 Google Cloud Next

• AI as an operating layer: Moving beyond experimental features to foundational enterprise integration.

• Workspace innovations: AI-powered tools like Google Vids and Workspace Flows streamline productivity.

🎨 Canva Create

• Enterprise expansion: Canva's push into large-scale business adoption.

• AI-driven design: New features like automated data visualization and enhanced workflow tools.

💼 Microsoft Work Trend Index

• AI's role in the workplace: How AI is reshaping productivity and employee expectations.

• Workforce adaptation: The importance of upskilling and managing AI-driven workflows.

🎬 Adobe MAX London

• Firefly advancements: New AI-powered image and video models enhance creative workflows.

• Next-gen content creation: Adobe's push for mobile-first and web-based creative tools.

📈 Big Tech Earnings – SAP, IBM, and ServiceNow

• SAP's cloud momentum: Strong growth driven by ERP modernization and AI-powered supply chain solutions.

• IBM's AI shift: Hybrid cloud and AI integration fuel revenue, despite mainframe declines.

• ServiceNow's enterprise dominance: Strategic positioning as a foundational enterprise layer.

Welcome to this week's edition of "MI&S Datacenter Podcast." Join Moor Insights & Strategy co-hosts Matt, Will, and Paul as they analyze the week's top datacenter and datacenter edge news. They talk compute, cloud, security, storage, networking, operations, data management, AI, quantum, and more!

We will be talking on this week's show about:

RSA Conference Insights

https://www.linkedin.com/posts/wstownsend_rsac-activity-7323878839774826497-bXwp?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAAdOCkB7GSD8YuNAaXuDKP_xFHkrnLbNFk

Nutanix & The Case Of Disaggregated Storage

https://www.forbes.com/sites/moorinsights/2025/04/30/dell-launches-powerflex-with-nutanix-cloud-platform-for-better-sdi/

Expectations For IBM Think

https://www.ibm.com/events/think

Lenovo's Big Storage Investments

https://www.linkedin.com/pulse/looking-lenovos-latest-storage-announcements-matthew-kimball-hroac/?trackingId=z5rCWlc118SPfg%2F0oQIH9g%3D%3D

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.

In this episode of Game Time Tech, Robert Kramer and Melody Brue, VP and Principal Analysts at Moor Insights & Strategy, dive into the intersection of sports and technology. Explore how cutting-edge technologies like AI, data analytics, and personalized fan experiences are transforming Major League Baseball, The Masters Golf Tournament, and the Intuit Dome.

Highlights include:

MLB's Data Evolution with Google Cloud: Data and AI are enhancing fan engagement, team strategies, and broadcasting through platforms like Google Cloud's BigQuery.

Masters Golf Tournament's AI Innovations: IBM's Generative AI is powering predictive insights for fans with features like "Every Shot" and "Every Hole" in The Masters app.

Inside the Intuit Dome: A look at advanced fan experience technologies, including facial recognition for entry, autonomous stores, and real-time analytics, powered by Teradata.

Mercedes-Benz's Cutting-Edge In-Car Experience: Technology is transforming connectivity, from live sports streaming to Zoom calls integrated directly into vehicles.

Fan Behavior and Smart Stadiums: How data-driven technologies are shaping stadium interactions, from personalized fan experiences to autonomous retail systems.

In this episode of The G2 on 5G, Will Townsend and Anshel Sag break down the latest developments in 5G technology, network advancements, and industry leadership changes. They discuss T-Mobile's definition of 5G Advanced, Intel's new CEO, and Broadcom's converged 5G fiber and satellite appliance. The conversation also covers Vodafone UK's AI-driven energy efficiency, Qualcomm's Edge Impulse acquisition, and Viasat & Space 42's partnership on NTN connectivity. 

Their discussion covers:

🚀 T-Mobile's 5G Advanced Plans: T-Mobile is defining 5G Advanced with a standalone 5G core, carrier aggregation, reduced capacity 5G (RedCap), and L4S technology to reduce latency and enhance real-time application performance. 

🎓 Intel's New CEO: Lip-Bu Tan: Intel has appointed Lip-Bu Tan as its new CEO, signaling a shift in AI and networking strategy. 

🌍 Broadcom's VeloSky: Converged 5G, Fiber & Satellite Appliance: Broadcom has introduced VeloSky, a converged connectivity solution that aims to help network operators and communication service providers monetize their 5G and satellite investments.

⚡ Vodafone UK & Ericsson's AI-Powered Energy Efficiency: Vodafone UK and Ericsson have successfully reduced 5G network power consumption by 33% using AI-driven solutions. The hosts discuss how 5G deep sleep, cell sleep mode orchestration, and radio power efficiency mapping are helping operators cut costs and improve network sustainability.

🔗 Qualcomm Acquires Edge Impulse for IoT Expansion: Qualcomm has acquired Edge Impulse to enhance its Dragonwing IoT platform, integrating AI-powered asset tracking, anomaly detection, and predictive maintenance.

🛰️ Viasat & Space 42 Partner on NTN Connectivity: Viasat and Space 42 have signed an MOU to collaborate on Non-Terrestrial Networks (NTN), aiming to expand direct-to-device satellite connectivity.

In this episode of The G2 on 5G Podcast, hosts Will Townsend and Anshel Sag provide an in-depth recap of Mobile World Congress 2025. From cutting-edge 5G modem breakthroughs by Qualcomm and MediaTek to innovative collaborations like AST SpaceMobile's joint venture with Vodafone and Reliance Jio's Open Telecom AI Platform, this episode is a must-listen for anyone following the future of telecommunications.

Their discussion covers:

🌌 AST SpaceMobile & Vodafone Joint Venture: addresses fragmented mobile network operators in Europe and provide broadband solutions beyond basic connectivity.

📶  Qualcomm & MediaTek Next-Gen 5G Modems: with increased speeds, bandwidth, and advanced features like AI-powered traffic management and satellite connectivity.

🤖  Reliance Jio's Open Telecom AI Platform: launched by AMD, Cisco, Nokia, and Reliance Jio to democratize access to modern AI through disaggregated networking infrastructure.

🕶️ 5G XR Trials by Ericsson, T-Mobile, & Qualcomm: to test network slicing and advanced schedulers for enhanced cloud streaming to AR glasses.

📱 Innovative Devices at MWC 2025: including innovative concepts like foldable screens, solar-powered laptops, and attachable camera lenses for smartphones.

Welcome to this week's edition of "MI&S Datacenter Podcast." Join Moor Insights & Strategy co-hosts Matt, Will, and Paul as they analyze the week's top datacenter and datacenter edge news. They talk compute, cloud, security, storage, networking, operations, data management, AI, quantum, and more!

We will be talking on this week's show about:

NTT Launches A Physics Of AI Research Initiative

https://moorinsightsstrategy.com/research-notes/research-note-ntt-upgrade-2025-event-highlights-and-insights/

QEC & LDPC

https://www.linkedin.com/pulse/why-im-optimistic-quantum-error-correction-paul-smith-goodson-l8rqc/

This Week In The Tariff Soap Opera - Write Offs

https://finance.yahoo.com/news/amd-takes-800m-haircut-us-154328133.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAFbHX36Y9dx0jnfZuUJJW5BpKAWbgA6PGqcT425U3DONG6DSr4e5Cf5_p-gp25uv3qcXQJ8KwX6C4IoKT4-u7z2dbj5LYzt_t5YboqIiTxPYxZxbEoJrx_sWiHaRPvuTtRDX3fMHsWt_AxvtYILmoXw3jmaQGftTGzjV6to-1LOK

HPE Aruba Networking Announces AIOps Enhancements

https://www.linkedin.com/posts/wstownsend_hpe-introduces-new-virtual-private-cloud-activity-7315532483100360706-UGuy?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAAdOCkB7GSD8YuNAaXuDKP_xFHkrnLbNFk

Battle Of The Chatbots

https://lmarena.ai/leaderboard 

Dell Portfolio Modernization

https://www.linkedin.com/pulse/digging-deeper-dells-recent-datacenter-announcements-matthew-kimball-tvivc/?trackingId=OvAqH8UvT7mMSp9G28FgoA%3D%3D

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.

In Episode 6 of The Enterprise App Podcast, Robert Kramer and Melody Brue dive into transformative trends in enterprise technology. From groundbreaking AI advancements in marketing to supply chain modernization and a closer look at major industry acquisitions, this episode is packed with insights on navigating today's rapidly evolving digital landscape.

🎨 Adobe Summit Highlights

• AI tools like Firefly and GenStudio transform content creation, enabling creative efficiency for B2B marketing.

• Focus on democratizing tools, building strategic partnerships, and empowering artists.

📦Supply Chain Volatility Management

• Predictive AI supports resilient supply chains and smarter supplier choices.

• Insights from SourceDay's webinar spotlight cost reduction and modernization strategies.

💰Google-Wiz Acquisition

• Google's $32 billion investment enhances cloud security with Wiz's AI-powered tools.

• Integration with Mandiant and Chronicle strengthens multi-cloud offerings.

🤖Oracle AI Agent Studio

• Customizable AI agents improve productivity with testing and built-in security.

• Innovations support the growing digital workforce within enterprise environments.

📊 Microsoft 365 Copilot Advances

• "Researcher" and "Analyst" reasoning agents tackle complex problems with human-like analysis.

• Balancing AI capabilities with human creativity for decision-making.

Welcome to this week's edition of "MI&S Datacenter Podcast." Join Moor Insights & Strategy co-hosts Matt, Will, and Paul as they analyze the week's top datacenter and datacenter edge news. They talk compute, cloud, security, storage, networking, operations, data management, AI, quantum, and more!

We will be talking on this week's show about:

Insights From Palo Alto Networks Ignite NYC

https://www.linkedin.com/posts/wstownsend_i-recently-spent-time-with-palo-alto-networks-activity-7311379886382714880-xQjj?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAAdOCkB7GSD8YuNAaXuDKP_xFHkrnLbNFk

Dirty Little LLM Secrets

https://transformer-circuits.pub/2025/attribution-graphs/biology.html

Intel Vision - There Are Reasons To Be Optimistic

https://www.linkedin.com/pulse/two-big-takeaways-from-intel-vision-you-may-have-matthew-kimball-iufqc/?trackingId=Got8dq2PQKaSFPH8dvsyJg%3D%3D

NTT Upgrade Preview

https://x.com/TheSixFiveMedia/status/1899846153950110041

Darpa Does Quantum Benchmarking

https://www.darpa.mil/news/2025/companies-targeting-quantum-computers

Broadcom VMware Revenues Soar - What Does This Mean?

https://investors.broadcom.com/news-releases/news-release-details/broadcom-inc-announces-first-quarter-fiscal-year-2025-financial

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." Join Moor Insights & Strategy co-hosts Matt, Will, and Paul as they analyze the week's top datacenter and datacenter edge news. They talk compute, cloud, security, storage, networking, operations, data management, AI, quantum, and more!

We will be talking on this week's show about:

Google Acquires Wiz

https://t.co/AG4k7YwjOa

Canada Does Quantum

https://www.nserc-crsng.gc.ca/nserc-crsng/fundingdecisions-decisionsfinancement/alliance-alliance/index_eng.asp?year=2024&s=alliance&f=dt_cat&v=Quantum%20-%20Advancing%20quantum%20sensing#results

Softbank Acquires Ampere

https://www.forbes.com/sites/moorinsights/2025/03/21/softbank-is-acquiring-ampere-what-are-the-implications/

NVIDIA GTC Rundown

https://nvidianews.nvidia.com/news/nvidia-spectrum-x-co-packaged-optics-networking-switches-ai-factories

https://www.linkedin.com/pulse/gtc-quick-thoughts-so-far-matthew-kimball-qo0vc/?trackingId=feIqakYsRPSUU%2BX659mnuQ%3D%3D

https://developer.nvidia.com/topics/ai/generative-ai

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.

Join Moor Insights & Strategy hosts, Will Townsend and Anshel Sag, on The G2 on 5G Podcast. On this episode, they delve into the latest 5G news and trends: a Mobile World Congress 2025 preview, discussions on telecom AI advancements, the AT&T and AST SpaceMobile video call milestone, Qualcomm's new Dragonwing brand, and insights into private 5G security.

Their Discussion Covers:

📶  Telecom AI and Operational Efficiency: Global mobile network operators like AT&T, NTT Docomo, T-Mobile, Verizon, Vodafone, and SK Telecom leveraging AI to enhance customer experience and operational efficiency. 

🛰️  AT&T and AST SpaceMobile Video Call Milestone: The successful video call using AST SpaceMobile's BlueBird satellites and AT&T's network, demonstrating the potential of Low-Earth Orbit (LEO) satellite connectivity for rural areas and first responders.

🔒 NTT and Palo Alto Networks Partnership for Private 5G Security: Collaboration between NTT and Palo Alto Networks to enhance the security of NTT's private 5G platform.

🏷️ Qualcomm's New Dragonwing Brand: Qualcomm's new brand, Dragonwing, aimed at cellular infrastructure, networking infrastructure, and industrial and embedded IoT products, separating it from the consumer-focused Snapdragon brand.

🏢 Mobile World Congress 2025 Preview: Expectations for MWC 2025, including LEO satellite technology, AI-RAN, and the increasing role of AI in 5G networks and devices.

📡 AI Driving 5G Demand: Growing demand for 5G driven by AI applications and the shift towards more tangible AI demos and trials at the edge.

Welcome to this week's edition of "MI&S Datacenter Podcast." Join Moor Insights & Strategy co-hosts Matt, Will, and Paul as they analyze the week's top datacenter and datacenter edge news. They talk compute, cloud, security, storage, networking, operations, data management, AI, quantum, and more!

We will be talking on this week's show about:

IonQ - 4th Sale To The Air Force

https://ionq.com/news/ionq-commissions-ground-breaking-quantum-system-at-the-u-s-air-force

A Recap Of The Siemens Datacenter Analyst Summit

https://www.linkedin.com/feed/update/urn:li:activity:7301274330808659970/

AI Alliance's Exponential Growth (Again In 2025)

https://thealliance.ai

OEM Earnings Season Overview

https://investors.hpe.com/~/media/Files/H/HP-Enterprise-IR/documents/q1-2025/hpe-q1-fy25-earnings-presentation.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.

In this episode of The Enterprise Apps Podcast, Melody Brue and Robert Kramer dive deep into the latest developments in AI, enterprise apps, and business technology. From Zoom's surprising AI efficiency breakthrough to Microsoft's push for autonomous ERP, Robert and Mel cover the innovations shaping enterprise apps and the future of work. Plus, they unpack Salesforce's AI agents, IBM's latest acquisition, and how ServiceNow is doubling down on industry-specific solutions.

🤖 Zoom's AI Discovery

• Zoom has developed a new AI technique called "Chain of Thought" that reduces token usage by up to 93%, improving cost efficiency and predictability for customers.

• Less is more: How 'chain of draft' could cut AI costs by 90% while improving performance | VentureBeat

🏢 Salesforce Agentforce 2dx

• Salesforce's new Agent 2dx marks a major step in making AI-driven digital labor more accessible and scalable for businesses across industries.

• https://www.salesforce.com/news/press-releases/2025/03/05/agentforce-2dx-news/ 

📊 IBM DataStax

• IBM is acquiring DataStax to integrate its NoSQL and vector database technology into IBM Watson, helping customers address data challenges and adopt AI. 

• IBM to Acquire DataStax

📌 ServiceNow

• ServiceNow's acquisition of Quality 360 adds more granular quality control and supply chain management capabilities to its manufacturing industry solutions. 

• Acquires Advania's Quality 360 solution - ServiceNow Press​​

📋 Microsoft's Data Strategy Drives Autonomous ERP

• Microsoft is positioning its Dynamics 365 ERP as "autonomous ERP," with a focus on embedded AI, automated processes, and effective change management through its "Success by Design" framework. 

• RESEARCH PAPER: Microsoft's Data Strategy Drives Autonomous ERP 

Welcome to this week's edition of "MI&S Datacenter Podcast." Join Moor Insights & Strategy co-hosts Matt, Will, and Paul as they analyze the week's top datacenter and datacenter edge news. They talk compute, cloud, security, storage, networking, operations, data management, AI, quantum, and more!

We will be talking on this week's show about:

2-D Quantum

https://news.microsoft.com/source/features/ai/microsofts-majorana-1-chip-carves-new-path-for-quantum-computing/

HPE Launches 12th Gen ProLiant Servers - Why Should Enterprise IT Care?
https://www.forbes.com/sites/moorinsights/2025/02/12/hpe-launches-next-generation-proliant-compute-servers/

AI Science Buddy

https://research.google/blog/accelerating-scientific-breakthroughs-with-an-ai-co-scientist/

Lenovo and Infinidat - The Enterprise Storage Market Just Got More Interesting
https://moorinsightsstrategy.com/lenovos-acquisition-of-infinidat-what-are-the-likely-impacts/

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.

In this episode of The Enterprise Apps Podcast, Melody Brue and Robert Kramer discuss key takeaways from recent industry events, emerging trends in enterprise technology, and the evolving role of AI in business operations. Topics include insights from Zoho Day 2025, SAP's Business Data Cloud, Snowflake's Cortex Agents, and RingCentral's AI Receptionist. Here's what they covered:

💡 Zoho Day 2025: Scaling Up for Enterprise Success

• Zoho is making big moves upmarket while staying true to its customer-first approach.

• Leadership shift: Sridhar Vembu transitions to Chief Scientist; Mani Vembu takes over as CEO of the Zoho division.

• AI integration and regional-led growth strategies.

• Zoho Day 2025: A Conversation with Mani Vembu 

• Zoho Day 2025: Navigating AI Innovation and Aviation Insights with Zoho's Ramprakash Ramamoorthy 

📊 SAP Business Data Cloud: Unifying Data for Smarter Decisions

• Could this be a game-changer for structured & unstructured data management?

• Databricks partnership should enhance data governance and accessibility.

• SAP's push to modernize on-prem customers and transition them to the cloud.

• SAP Business Data Cloud 

🤖 Snowflake & Anthropic: The AI-Powered Data Revolution

• Cortex Agents could offer smarter, more trustworthy AI-driven data processing.

• The shift from bigger models to better accuracy—AI's next evolution.

• How Snowflake aims to enhance  data intelligence with Anthropic's Claude AI.

• Your Enterprise Data Needs an Agent

📞 RingCentral AIR: No More Missed Calls

• AI-powered receptionists are transforming business communication.

• Features: Call routing, customer inquiries, SMS confirmations, appointment booking.

• The next step? Seamless AI-human collaboration for better CX.

• RingCentral Transforms Customer Communications with New AI Receptionist 

Technology is reshaping the way we experience sports, from the stadium to the screen. In this episode of Game Time Tech, Robert Kramer and Melody Brue break down the latest innovations in the NFL, including the role of 5G connectivity, blockchain ticketing, and AI-powered fan experiences. They also dive into the futuristic world of TGL (Tomorrow's Golf League) and how technology is reimagining the sport for a younger, digital-first audience. Plus, they analyze key insights from Verizon's Consumer Connections Report and what it reveals about how fans engage with sports today. Highlights include:

NFL Tech Innovations and Super Bowl Takeaways

• T‑Mobile Jazzes Up Network Ahead of the Big Game 

• How Tech is Leveling Up the Super Bowl 2025 Experience

• 50 states, 50 stories: Highlighting small businesses at the big game

Verizon's Consumer Connections Report and Smart Stadiums

• https://verizon.turtl.co/story/2024-consumer-connections-report/page/1 

The Future of Golf: TGL (Tomorrow's Golf League)

• https://tglgolf.com/explained 

Service Now explainer video mentioned:

• https://youtu.be/ie0awHAw4fA?si=DUCrBAC8IRKPlKuk 

In this special Zoho Day 2025 episode, Robert Kramer sits down with Ramprakash Ramamoorthy, Director of AI Research at Zoho, to dive deep into AI's impact beyond automation, challenges and the future of AI in enterprises, and how his interests intersect with his groundbreaking work in AI at Zoho. 

Key topics discussed:

• The concept of contextual intelligence and predicting the "next best action" in enterprise workflows.

• Enhancing productivity by embedding AI into daily business processes without compromising privacy or sustainability.

• The importance of data and process alignment in achieving AI-driven productivity gains.

• The role of digital maturity in determining AI implementation success.

• The long-term vision of AI at Zoho—focusing on privacy, sustainability, and customer-centric innovations.

In this special Zoho Day 2025 episode, Melody Brue sits down with Mani Vembu, the newly appointed CEO of Zoho to discuss his extensive journey within the company, Zoho's evolving strategy, and the company's plans for the future. 

Key topics discussed:

• Mani's Journey at Zoho: From joining as a software developer in 1996 to leading product management and eventually becoming CEO.

• Zoho's Evolution: Transitioning from on-premise solutions to cloud, mobile, and now AI, while maintaining a culture of experimentation and bottom-up decision-making.

• Shift from Product-led to Regional-led Growth: Identifying industry-specific opportunities in regions like India (banking, financial services, auto-DMS) and expanding those strategies globally.

• Minimal Marketing, Maximum Impact: Leveraging organic, word-of-mouth growth while increasing visibility through enterprise events.

• Customer-centric Success Metrics: Focusing on adoption and usage metrics rather than aggressive monetization, exemplified by Zoho's practice of advising customers to discontinue unused services.

• The Zoho Way: The advantages of being a privately held company, allowing for long-term strategic decisions without external investor pressures.

• Working with Sridhar Vembu: Insights into the collaborative dynamic between Mani and Zoho's founder, now Chief Scientist, focusing on foundational AI advancements.

Welcome to this week's edition of "MI&S Datacenter Podcast." Join Moor Insights & Strategy co-hosts Matt, Will, and Paul as they analyze the week's top datacenter and datacenter edge news. They talk compute, cloud, security, storage, networking, operations, data management, AI, quantum, and more!

We will be talking on this week's show about:

https://moorinsightsstrategy.com/research-notes/cisco-ai-summit-highlights-need-for-safe-secure-ai-enterprise-controls/

Compute = Quadrillions X

https://www.forbes.com/sites/moorinsights/2025/01/28/googles-105-qubit-willow-chip-achieves-major-quantum-milestones/

Nutanix and Dell Get Cozy
https://moorinsightsstrategy.com/research-papers/research-paper-ai-in-the-modern-enterprise/

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.

This week, Melody Brue and Robert Kramer break down the latest developments in the enterprise application space, exploring how AI is reshaping ERP, the growing cybersecurity risks in collaboration tools, and major leadership moves in the industry.

• Zoho's CEO, Sridhar Vembu, is stepping into a new role as Chief Scientist, signaling a deeper focus on innovation.

• HPE Financial Services is undergoing a leadership change, with Maeve Culloty taking over as President and CEO following Gerri Gold's departure.

➡️ On the Road & In the Know
We're hitting the road, bringing you exclusive insights and discussions from the biggest events in tech. Subscribe now to stay informed—and, of course, awesome. 😎

This week on the MI&S Enterprise Apps Podcast, hosts Melody Brue and Robert Kramer discuss Salesforce, Microsoft, SAP, IBM, Active Directory and AI Agents ERP.

Their discussion covers:

• Salesforce has halted engineer hiring, sparking discussions about the impact of AI on software development jobs.

• Microsoft is boosting workplace productivity with its new AI-powered assistant, Microsoft 365 Copilot Chat. 

• SAP and IBM are teaming up to help businesses transition to cloud-based ERP systems. 

• Commvault is making it easier for organizations to recover from Active Directory disasters with their new cloud-based solution. 

Welcome to this week's edition of "MI&S Datacenter Podcast." Join Moor Insights & Strategy co-hosts Matt, Will, and Paul as they analyze the week's top datacenter and datacenter edge news. They talk compute, cloud, security, storage, networking, operations, data management, AI, quantum, and more!

We will be talking on this week's show about:

Stargate - Is It Real?

https://openai.com/index/announcing-the-stargate-project/

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.

The Enterprise is a cutting-edge weekly podcast designed for technology executives and IT decision makers, hosted by Moor Insights & Strategy analysts Melody Brue and Robert Kramer. In this first episode, Melody and Robert take a look at some of the important innovations in 2024 and what they expect to see in 2025.

Podcast Overview and Key Discussion Topics
The weekly podcast will dive deep into critical enterprise technology domains, including:

- Enterprise Resource Planning: Latest innovations in ERP systems
- Supply Chain Management (SCM): Strategies for optimizing global operations and leveraging cloud and AI
- Modern Workplace Technologies: Tools and platforms transforming business collaboration and HR/HCM
- Data Management: Insights into enterprise data intelligence and analytics
- Emerging Technologies: AI, machine learning, automation, and their impact on business operations

The Enterprise provides actionable insight for technology leaders, covering:
- Cutting-edge enterprise software trends
- Strategic technology adoption strategies
- Real-world case studies and implementation approaches
- Expert analysis from seasoned technology analysts

Tune in weekly to stay ahead of the rapidly evolving enterprise technology landscape.

Generative AI and next-gen applications are transforming the tech landscape, demanding unprecedented levels of innovation. As data grows exponentially, our tech stacks must evolve, from the cloud to data centers and network edges. To unlock the full potential of AI, custom, purpose-built silicon is essential—offering performance, power efficiency, and scalability that traditional solutions simply can't match.

In an engaging conversation, Will Townsend delves into this transformative topic, exploring the evolution, impact, and future of custom silicon with insights from Marvell Technology's Sandeep Bharathi, Chief Development Officer, and Will Chu, SVP & GM of Custom Compute and Storage.

💡 Key Highlights:

Why Custom Silicon?
Hyperscalers and enterprises are adopting custom silicon to keep pace with massive workloads. With Moore's Law slowing, custom silicon enables leapfrog performance and power efficiency.

Defining Custom Silicon – Marvell outlines a spectrum:
- Greenfield designs with unique IP
- Optimized chips with enhanced cores
- New device lines supporting diverse customers (e.g., AI accelerators, CXL, NICs).

The Benefits of Custom Silicon
Investment protection, programmability, and unmatched performance per watt are just a few—especially critical for power-hungry AI workloads.

Marvell's Vision for the Future
Cutting-edge advancements like 3.5D, optical integration, new materials, and multivendor chipsets are paving the way for the next wave of innovation.

Welcome to this week's edition of "MI&S Datacenter Podcast." Join Moor Insights & Strategy co-hosts Matt, Will, and Paul as they analyze the week's top datacenter and datacenter edge news. They talk compute, cloud, security, storage, networking, operations, data management, AI, quantum, and more!

We will be talking on this week's show about:

Can Extreme Networks Vie for Share in 2025?

https://www.extremenetworks.com/resources/blogs/introducing-extreme-platform-one

Do We Really Know How To Do It?

https://blog.samaltman.com/reflections

Oracle Exadata X11M - The Real Data Platform

https://www.oracle.com/news/announcement/oracle-introduces-exadata-x11m-platform-2025-01-07/ 

Microsoft Betting Big on AI Data Centers in 2025

https://blogs.microsoft.com/on-the-issues/2025/01/03/the-golden-opportunity-for-american-ai/

Entangled Ambitions

https://investors.ionq.com/news/news-details/2025/IonQ-Completes-Acquisition-of-Qubitekk-Solidifying-Leadership-in-Quantum-Networking/default.aspx

Dell Embraces OCP

https://moorinsightsstrategy.com/research-papers/evaluation-of-open-compute-modular-hardware-specification/ 

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.

Welcome to this week's edition of "MI&S Datacenter Podcast." Join Moor Insights & Strategy co-hosts Matt, Will, and Paul as they analyze the week's top datacenter and datacenter edge news. They talk compute, cloud, security, storage, networking, operations, data management, AI, quantum, and more!

We will be talking on this week's show about:

HPE Q4FY24 Earnings

https://x.com/WillTownTech/status/1864787679906291962

Willow: A Window On The Multiverse?

https://blog.google/technology/research/google-willow-quantum-chip/

Cloud - The New Silicon Giants
https://moorinsightsstrategy.com/research-notes/some-thoughts-on-aws-reinvent-aws-silicon-and-q-developer/ 

Observability As A VMware Ripcord?

https://www.forbes.com/sites/moorinsights/2024/12/05/the-power-of-deep-observability-in-facilitating-vmware-migrations/

It Sees What I See

https://www.microsoft.com/en-us/microsoft-copilot/blog/2024/12/05/copilot-vision-now-in-preview-a-new-way-to-browse/

Storage Is Cool Again

https://moorinsightsstrategy.com/research-notes/modernizing-your-datacenter-start-with-storage/

Getting To Know Us - Ghost of Christmas Past

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.

Tune in to the latest episode of the Game Time Tech Podcast as Melody Brue and Robert Kramer host special guest Julie Souza, head of AWS's Global Sports Strategy.

In this episode, we explore:

• The three pillars of sports innovation: Performance Data & Analytics, Media Management, and Fan Engagement – and how AWS is driving progress in each area.
  AWS and the NFL: Cool tech collaborations, from player health and safety (including the Digital Athlete portal) to Next Gen Stats and the exciting potential of generative AI.
• Impact on the field and beyond: How cloud technology is changing the game for teams, broadcasters, and fans, including injury reduction, rule changes, and new ways to engage with the sport.
• The Seattle Seahawks partnership: A deep dive into how the Seahawks are using generative AI to enhance content creation and fan engagement.
• The future of sports tech: What's next for AWS in the world of sports, including globalization and live cloud production.
• Behind the scenes at AWS Sports: Julie shares unique insights and a fun story from the early days of implementing tracking technology in the NHL.

Key Takeaways:

• Data is king in sports, and AWS is helping teams and leagues unlock its full potential.
• AI is transforming everything from player safety to fan engagement.
• Cloud technology is making sports more efficient, accessible, and sustainable.
• Partnerships between AWS and sports organizations are driving innovation and creating new possibilities for the future of sports.

Welcome to this week's edition of "MI&S Datacenter Podcast." Join Moor Insights & Strategy co-hosts Matt, Will, and Paul as they analyze the week's top datacenter and datacenter edge news. They talk compute, cloud, security, storage, networking, operations, data management, AI, quantum, and more!

We will be talking on this week's show about:

Little AI Guys

https://www.microsoft.com/en-us/research/articles/magentic-one-a-generalist-multi-agent-system-for-solving-complex-tasks/

Supercomputing Goes Mainstream

https://www.linkedin.com/feed/update/urn:li:activity:7264651754347085825/

https://www.linkedin.com/feed/update/urn:li:activity:7265018456003997696/

2 Dozen Logical Qubits

https://atom-computing.com/high-fidelity-gates-and-the-worlds-largest-entangled-logical-qubit-state/

https://www.forbes.com/sites/moorinsights/2024/01/25/microsoft-uses-ai-and-hpc-to-analyze-32-million-new-materials/lion-new-materials/

Chips & Chips & Chips At Microsoft Ignite

https://www.datacenterknowledge.com/cloud/microsoft-ignite-2024-new-azure-data-center-chips-unveiled

Getting To Know Us - The Thanksgiving Edition 

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.