Moor Insights & Strategy Podcast

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:

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:

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:

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.

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.

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:

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:

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.

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:

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.

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:

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. ➡️ AI & ERP: Is It the Future or Just Hype? At Acumatica's 2025 Summit, AI took center stage as the company showcased how ERP systems are evolving into strategic platforms for growth and innovation. But does AI truly revolutionize ERP, or is it just the latest buzzword? ➡️ Oracle's AI Agents: A Game-Changer for Sales Teams? Oracle unveiled AI-powered agents designed to transform sales operations by automating repetitive tasks—allowing professionals to focus on customer relationships. These tools, available at no extra cost for Oracle customers, streamline complex tasks across multiple languages, making global sales operations more efficient. ➡️ Cybersecurity Alert: Microsoft Teams Under Attack A rising cybersecurity threat is targeting Microsoft Teams, where cybercriminals are impersonating IT support to deploy ransomware. Employees are being tricked into downloading malicious tools, highlighting the growing risk of attacks on collaboration platforms. While Microsoft was the latest target, this serves as a wake-up call for businesses relying on these tools. ➡️ Leadership Shifts: Zoho and HPE Financial Services 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.

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.

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:   Juniper's Mining For GenAI Gold https://x.com/WillTownTech/status/1852296047806066826   What To Make Of Semiconductor Earnings? https://www.linkedin.com/feed/update/urn:li:activity:7257130388483919872/ https://www.intc.com/news-events/press-releases/detail/1716/intel-reports-third-quarter-2024-financial-results   Granite 3.0 Rocks https://www.forbes.com/sites/moorinsights/2024/10/25/ibms-new-granite-30-ai-models-show-strong-performance-on-benchmarks/   Open The Cisco AI POD Bay Doors Hal https://x.com/WillTownTech/status/1851493750461075694   OCI's Unique Path To Growth https://www.linkedin.com/feed/update/urn:li:activity:7255962768703434752/   Dry Watermarks For AI https://doi.org/10.1038/d41586-024-03462-7   Our Top 3 List   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.  

Melody Brue, Robert Kramer, and Anshel Sag are back for the Game Time Tech Pod to discuss the hottest topics in sports tech: money ball, marketable athletes, plus Meta, Lenovo, Qualcomm, and T-Mobile's latest partnerships.    Join us for insights on the dollars and sense behind technology in the sports industry!    Money Ball! Finance & Accounting departments championing sports investments   Meta's recent partnership with Wrexham AFC https://www.meta.com/blog/quest/wrexham-afc-women-sports-soccer-football/   The updated SportsPro "50 Most Marketable (50MM) Athletes" evaluation framework incorporates key trends to assess athletes' marketability more comprehensively. https://www.sportspromedia.com/insights/opinions/marketable-athletes-sports-marketing-trends-northstar-50mm-2024/#:~:text=7.,AR https://50mm.sportspro.com/athletes/ 15 years of 50 Most Marketable: What SportsPro's ranking reveals about the evolution of athlete marketability https://www.sportspromedia.com/insights/features/most-marketable-athletes-ranking-evolution-kohli-lebron-neymar-clark-50mm-2024/   Lenovo Tech World 2024 - Expanding F1 partnership and new FIFA Global Partnership including World Cup https://news.lenovo.com/pressroom/press-releases/official-fifa-technology-partner-tw2024/ https://www.mlb.com/press-release/press-release-chicago-cubs-announce-motorola-as-official-jersey-patch-partner https://motorolanews.com/motorola-x-san-diego-padres-announce-first-official-mlb-jersey-patch-partnership/   Qualcomm Snapdragon Summit - Toto Wolff and Mercedes F1 Partnership https://www.qualcomm.com/news/onq/2024/10/glimpse-into-the-future-of-the-car-takeaways-from-day-2-snapdragon-summit-2024   T-Mobile and McLaren Partnership - 5G connectivity and more https://www.mclaren.com/racing/partners/t-mobile/mclaren-racing-and-t-mobile-announce-united-states-focused-partnership-with-the-mclaren-formula-1-team/   The Game Time Tech Podcast is a Moor Insights & Strategy 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.

It's episode 37 of the MI&S Hot Desk Podcast! Join Robert Kramer & Melody Brue for a rundown of what's been happening on the road over the past few weeks with Cadence Fem.AI Summit, Microsoft, Miro, Zoomtopia, AdobeMAX, IBM, Infor, LogicMonitor, Teradate and AWS.    Cadence Fem.AI Summit  https://www.forbes.com/sites/moorinsights/2024/10/10/cadence-launches-femai-to-close-the-ai-gender-gap/ https://www.linkedin.com/posts/melodybrue_last-week-i-had-the-pleasure-of-attending-activity-7250278006756106243-bQEs https://www.linkedin.com/posts/melodybrue_last-week-i-had-the-pleasure-of-attending-activity-7250278006756106243-bQEs https://www.linkedin.com/posts/melodybrue_cadencefemai-activity-7246928239212797953-cLkc   Microsoft Industry AI Summit    Miro Innovation Workspace  https://www.linkedin.com/posts/melodybrue_miro-introduces-the-innovation-workspace-activity-7249426724726194176-YzUs   Zoomtopia https://news.zoom.us/zoomtopia-2024-unveiling-ai-first-work-platform-innovations/ https://x.com/MelodyBrue/status/1844064035127558631   AdobeMAX Content Credentials Web App:  https://www.forbes.com/sites/moorinsights/2024/10/16/adobe-debuts-free-web-app-to-fight-misinformation-and-protect-creators/ https://www.linkedin.com/posts/melodybrue_adobemax-activity-7251691142193262592-EWkr   Infor https://www.multivu.com/infor/9277851-en-infor-targets-business-velocity-added-process-mining-esg-genai-capabilities   Logicmonitor https://www.logicmonitor.com/press/topgolf-enhances-player-experience-with-logicmonitor-driving-to-50-billion-balls-hit-by-2025   Teradata https://www.teradata.com/press-releases/2024/teradata-possible-2024-los-angeles-brings-to   AWS https://moorinsightsstrategy.com/game-time-tech/game-time-tech-ready-for-some-tech-driven-football-nfl-2024-2025-tech/   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.

Game Time Tech is ready for some (tech-driven) football! Join GTT hosts Melody Brue and Robert Kramer to discuss the tech on display for the 2024-2025 NFL season with special guest Jason Andersen. We're talking AWS, Cisco, Sony Electronics, Cadence Design Systems, and more!   AWS https://press.aboutamazon.com/2024/10/seattle-seahawks-announce-multi-year-partnership-extension-with-amazon-web-services https://aws.amazon.com/blogs/media/how-ai-is-streamlining-seahawks-game-day-coverage/ https://aws.amazon.com/sports/nfl/seattle-seahawks/   Cisco https://newsroom.cisco.com/c/r/newsroom/en/us/a/y2024/m10/nfl-and-cisco-expand-partnership-to-connect-and-protect-nfl-international-games.html   Sony https://electronics.sony.com/sonyxnfl   Cadence https://www.cadence.com/en_US/home/company/niners-partnership.html   The Game Time Tech Podcast is a Moor Insights & Strategy 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.

In this 144th episode of The G2 on 5G, Anshel and Will Cover: EdgeQ's 5G base station on a-chip - can it bring disruption to the RAN? AST SpaceMobile leases 850 and 800 MHz spectrum from AT&T, following a successful two-way voice call test using BlueWalker 3 satellite Dish continues to churn subscribers - can its 5G postpaid service save the day? Singtel rolls out 5G MEC services with help from Microsoft, powered by Nvidia US Cellular uses ConnectX23 to speak to its 5G FWA success in low band - is there future upside? Verizon launches a $120 5G phone with TCL powered by MediaTek's Dimensity 700

In this 207th episode of The G2 on 5G, Will Townsend and Anshel Sag cover: Chris Sambar's Departure from AT&T SpaceX and T-Mobile's Emergency Authorization Nokia and NTT's Formal Partnership on Private 5G KT and Ktsat's NTN Technology Breakthrough Predicting Apple's Timeline Apple's Strategic Launch of the iPhone SE Apple's Modem Development Journey

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 Is Bringing Sexy Back To Networking https://x.com/WillTownTech/status/1844465726226301209   OpenAI o1 Is PhD Smart https://openai.com/index/learning-to-reason-with-llms/   Mo' Cores Mo' Cache - AMD PI https://www.amd.com/en/products/processors/server/epyc/9005-series.html   Qualcomm Gets Edgy With Campus & Branch Connectivity Infrastructure https://x.com/WillTownTech/status/1843375274781749430   Europe Gets A Quantum Data Center https://www.ibm.com/quantum/blog/europe-quantum-datacenter-software   Mind The (AI) Gap - AMD PII https://www.amd.com/en/products/accelerators/instinct/mi300.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.  

It's Episode 36 of the Hot Desk Podcast. Melody Brue has Telco/5G SME guests Anshel Sag and WillTownsend to discuss Hurricane Helene disaster response, TMobile's first responder solutions, Verizon's relief grants, and how to help in Helene recovery. Come along!   Hurricane Helene Disaster Relief  T-Mobile: https://www.t-mobile.com/news/network/hurricane-helene AT&T https://about.att.com/pages/disaster-recovery/2024/storm-helene Verizon: https://www.verizon.com/about/news/hurricane-helene-updates   T-Mobile First Responders Solutions - Can it Complement AT&T FirstNet? https://www.t-mobile.com/news/business/t-priority-network-slice-for-first-responders https://www.t-mobile.com/business/government/first-responders-connecting-heroes   Verizon Disaster Relief Grants https://www.verizon.com/about/news/verizon-hurricane-helene-relief-grants   Red Cross Donation https://www.redcross.org/donate/dr/hurricane-helene.html/ Mobile option: Text REDCROSS to 90999 to donate   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 35 of the MI&S Hot Desk Podcast. Join Robert Kramer and Melody Brue for a rundown of what's up this week in collaboration, CX, ERP & SCM, and Enterprise apps. In this episode we're talking Verint Engage, Microsoft Dynamics, T-Mobile, Cohesity, Salesforce, Commvault, Box, and a little sports tech.   Verint Engage  https://x.com/MelodyBrue/status/1838312515148660859   Microsoft Dynamics https://www.microsoft.com/en-us/dynamics-365/blog/it-professional/2024/09/25/announcing-end-of-support-for-dynamics-gp/   Cohesity https://moorinsightsstrategy.com/research-papers/research-paper-cohesity-creates-a-new-data-security-powerhouse-through-veritas-deal/   Commvault https://techcrunch.com/2024/09/24/commvault-acquires-data-backup-provider-clumio/   Salesforce https://www.salesforce.com/news/stories/salesforce-signs-definitive-agreement-to-acquire-zoomin/   Box Hubs Goes GA  https://www.linkedin.com/posts/melodybrue_box-announces-general-availability-of-box-activity-7244868109914791937-ScKm?utm_source=share&utm_medium=member_desktop https://moorinsightsstrategy.com/research-notes/box-tackles-enterprise-content-management-and-discovery-with-box-hubs-and-ai/ https://www.boxinvestorrelations.com/news-and-media/news/press-release-details/2024/Box-Announces-General-Availability-of-Box-Hubs-to-Revolutionize-Content-Publishing-in-the-Enterprise/default.aspx   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!   Did Infoblox Crack The Code On Hybrid Multi-Cloud Management?  https://x.com/WillTownTech/status/1839033352797495571   Qubits For Kroners https://www.pensiondanmark.com/en/press/news/2024/pensiondanmark-invests-in-the-supercomputers-of-the-future/   Intel Makes A Statement In The Datacenter https://www.intel.com/content/www/us/en/newsroom/news/next-generation-ai-solutions-xeon-6-gaudi-3.html#gs.f7uipm   HPE Super Sizes AI With Aruba Central Updates https://x.com/WillTownTech/status/1838629239857320341   CAPTCHA If You Can https://tik-db.ee.ethz.ch/file/7243c3cde307162630a448e809054d25/   Making Storage Simple 101 https://www.networkworld.com/article/3538618/pure-storage-brings-storage-as-a-service-to-files.html   The Top 3 List - Getting To Know Us   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 34 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 – Oracle, Salesforce, Zoho Analytics, ERP trends with IBM & Oracle, US Open, plus a preview of Mel's new Webex Cisco Desk Pro.   Cisco Desk Pro Video Conferencing Device https://www.webex.com/us/en/devices/desk-series/cisco-desk-pro.html   Oracle CloudWorld https://www.oracle.com/news/ https://www.linkedin.com/posts/robert-kramer-58239b22_cloudworld-suiteworld-mywheelhouse-activity-7239671357716795393-PwQr?utm_source=share&utm_medium=member_desktop https://x.com/MelodyBrue/status/1833604336116764874 https://x.com/MelodyBrue/status/1833540500231754203   NetSuite SuiteWorld https://www.netsuite.com/portal/company/newsroom.shtml https://moorinsightsstrategy.com/research-notes/research-note-how-netsuite-has-shaped-the-saas-and-cloud-erp-landscape/   Salesforce – Dreamforce https://www.linkedin.com/posts/melodybrue_df24-activity-7241918042501193728-VpFa?utm_source=share&utm_medium=member_desktop https://www.linkedin.com/posts/patmoorhead_df24-activity-7241913485025050625-G-lR?utm_source=share&utm_medium=member_desktop https://www.linkedin.com/posts/robert-kramer-58239b22_erp-scm-df24-activity-7242274114827161601-qmvq?utm_source=share&utm_medium=member_desktop https://www.salesforce.com/news/stories/dreamforce-24-recap/   Marc Benioff at World Economic Forum https://www.bloomberg.com/news/videos/2024-01-16/salesforce-s-benioff-on-building-trust-in-ai   Zoho Analytics https://www.forbes.com/sites/moorinsights/2024/09/16/zoho-analytics-advances-self-service-bi-with-ai-powered-tools/ https://www.businesswire.com/news/home/20240912570058/en/Zoho-Launches-AI-Rich-Highly-Extensible-Version-of-Zoho-Analytics-Democratizing-Self-Service-BI-to-Any-Persona-or-Business   ERP - IBM and Oracle https://newsroom.ibm.com/2024-09-09-ibm-to-acquire-accelalpha,-leading-oracle-consultancy   Robert Kramer's ERP Research  https://moorinsightsstrategy.com/erp-and-scm-what-to-expect-in-2024-part-1/ https://moorinsightsstrategy.com/modernizing-erp-systems-innovative-strategies-with-infor/ https://moorinsightsstrategy.com/enterprise-data-technology-part-5-data-quality-with-acumatica/ https://moorinsightsstrategy.com/research-notes/enterprise-data-technology-part-1-internal-and-external-data-sources/   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!   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.

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.  

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.

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.