Moor Insights & Strategy Podcast

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Top-ranked boutique technology industry analyst firm Moor Insights & Strategy analysts analyze the tech industry's biggest news each and every week and also conduct interviews with tech industry "Insiders" on a regular basis.

Moor Insights & Strategy analysts


    • May 20, 2025 LATEST EPISODE
    • weekly NEW EPISODES
    • 30m AVG DURATION
    • 188 EPISODES


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    Latest episodes from Moor Insights & Strategy Podcast

    The G2 on 5G - Episode 224: AST SpaceMobile's Consumer Push, EchoStar FCC Investigation & More

    Play Episode Listen Later May 20, 2025 30:39


    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:

    The Enterprise Applications Podcast – Episode 8: Unlocking AI-Powered Insights with IBM watsonx.data

    Play Episode Listen Later May 19, 2025 7:29


    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.

    The Enterprise Applications Podcast – Episode 7: AI, Cloud, and Big Tech Earnings

    Play Episode Listen Later May 12, 2025 37:55


    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.

    Ep. 43 of the MI&S Datacenter Podcast: We're Talking RSAC, Nutanix, IBM Think, Lenovo

    Play Episode Listen Later May 5, 2025 33:16


    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.

    Game Time Tech Ep 14: Exploring MLB's Data Revolution, Google Cloud at The Masters, and the Cutting-Edge Intuit Dome

    Play Episode Listen Later Apr 30, 2025 26:49


    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.

    The G2 on 5G - Episode 219: New Intel CEO, 5G Advanced, Converged Connectivity

    Play Episode Listen Later Apr 24, 2025 25:23


    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:

    The G2 on 5G Podcast - Episode 218: MWC 2025 Recap

    Play Episode Listen Later Apr 22, 2025 29:11


    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:

    Ep.42 of the MI&S Datacenter Podcast: We're Talking NTT, QEC & LDPC, Tariffs, HPE, Chatbots, Dell

    Play Episode Listen Later Apr 21, 2025 55:24


    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.

    The Enterprise Apps Podcast, Ep 6: Adobe Summit, Supply Chain Volatility, Google/Wiz, Oracle Agents, and More

    Play Episode Listen Later Apr 10, 2025 26:33


    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.

    Ep. 41: MI&S Datacenter Podcast: Talking Palo Alto Networks, LLM, Intel, NTT, Darpa, Broadcom

    Play Episode Listen Later Apr 7, 2025 56:30


    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.

    Ep.40 of the MI&S Datacenter Podcast: We're Talking Google & Wiz, Quantum, Softbank & Ampere, NVIDIA

    Play Episode Listen Later Mar 25, 2025 42:49


    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.  

    The G2 on 5G Podcast: Ep 217 - MWC Preview, AT&T and AST SpaceMobile, Telecom AI, & More

    Play Episode Listen Later Mar 18, 2025 21:00


    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:

    Ep. 39 of the MI&S Datacenter Podcast: We're Talking IonQ, Siemens, AI Alliance, OEM

    Play Episode Listen Later Mar 8, 2025 36:22


    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.

    ai siemens ai alliance
    The Enterprise Apps Podcast, Ep 5: Zoom's AI Discovery, Salesforce Agentforce 2dx, IBM DataStax, ServiceNow, and Microsoft's Data Strategy for Autonomous ERP

    Play Episode Listen Later Mar 6, 2025 35:32


    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.

    Ep. 38 of the MI&S Datacenter Podcast: We're Talking Microsoft, HPE, Google, Lenovo & Infinidat

    Play Episode Listen Later Feb 22, 2025 38:26


    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.

    The Enterprise Apps Podcast, Ep 4: Zoho Day, SAP Business Data Cloud, Snowflake & Anthropic, Supply Chain/Agents, RingCentral AIR

    Play Episode Listen Later Feb 21, 2025 30:17


    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:

    Game Time Tech, Ep 13: Talking Super Bowl, stadium tech and golf's new league, TGL

    Play Episode Listen Later Feb 21, 2025 23:15


    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   

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

    Play Episode Listen Later Feb 7, 2025 29:05


    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.  

    Zoho Day 2025: A Conversation with Mani Vembu

    Play Episode Listen Later Feb 7, 2025 13:38


    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.  

    Ep. 37 of the MI&S Datacenter Podcast: We're Talking Cisco, Google, Nutanix & Dell

    Play Episode Listen Later Feb 7, 2025 25:12


    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.

    ai nutanix cisco google
    Enterprise Apps Podcast, Ep 3: AI, Cyber Threats, and Leadership Shifts

    Play Episode Listen Later Jan 30, 2025 32:13


    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.

    The Enterprise Applications Podcast, Episode 2

    Play Episode Listen Later Jan 27, 2025 31:32


    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.   

    Ep. 36 of the MI&S Datacenter Podcast: Stargate - Is It Real?

    Play Episode Listen Later Jan 24, 2025 28:41


    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 Podcast, Episode 01: Reflecting on 2024 — Insights and Predictions for 2025

    Play Episode Listen Later Jan 15, 2025 29:21


    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.

    The Value of Custom Silicon in the AI Era - Moor Insights & Strategy Insider Podcast

    Play Episode Listen Later Jan 15, 2025 29:21


    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.

    Ep. 35: MI&S Datacenter Podcast: Talking Extreme Networks, OpenAI, Oracle, Microsoft, IonQ, Dell

    Play Episode Listen Later Jan 11, 2025 53:28


    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.

    Ep.34 of the MI&S Datacenter Podcast: We're talking HPE, Google, AWS, VMware, Microsoft, Storage

    Play Episode Listen Later Dec 12, 2024 48:32


    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.

    Game Time Tech with Special Guest Julia Souza, AWS Global Head of Sports Technology

    Play Episode Listen Later Dec 3, 2024 31:12


    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.

    Ep33: MI&S Datacenter Podcast: Microsoft, Supercomputing 2024, Atom Computing, Microsoft Ignite 2024

    Play Episode Listen Later Nov 23, 2024 33:04


    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.

    Ep.32 of the MI&S Datacenter Podcast: We're Talking Juniper, AMD & Intel, IBM, Cisco, Oracle, Google

    Play Episode Listen Later Nov 4, 2024 54:43


    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.  

    Ep. 11: Game Time Tech Hosts Melody, Robert & Anshel Talk the Hottest Topics in Sports Tech This Week!

    Play Episode Listen Later Oct 26, 2024 26:23


    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.

    Ep37:Hot Desk Pod: Cadence Fem.AI Summit, Microsoft, Miro, Zoomtopia, AdobeMAX, IBM, AWS and more

    Play Episode Listen Later Oct 18, 2024 36:09


    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! NFL 2024-2025 Tech!

    Play Episode Listen Later Oct 14, 2024 26:53


    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.

    The G2 on 5G Podcast: EdgeQ 5G SoC, AST SpaceMobile Licenses AT&T Bands, Dish Churn, Singtel 5G MEC

    Play Episode Listen Later Oct 13, 2024 19:32


    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

    The G2 on 5G, Ep 207: AT&T's Leadership Change, SpaceX's Emergency Tech, Nokia's 5G Move, KT's NTN, Verizon & Apple News

    Play Episode Listen Later Oct 13, 2024 23:44


    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

    Ep.31 of the MI&S Datacenter Podcast: Talking AMD UEC NIC & EPYC & MI300, OpenAI, Qualcomm, IBM

    Play Episode Listen Later Oct 12, 2024 54:20


    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.  

    Ep. 36: Hot Desk Podcast: Hurricane Helene Response, TMobile 1st Responder Solutions, Verizon Relief Grants

    Play Episode Listen Later Oct 4, 2024 23:41


    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.

    Ep. 35:Hot Desk Pod: Verint Engage, Microsoft Dynamics, T-Mobile, Cohesity, Salesforce, Commvault, Box

    Play Episode Listen Later Sep 28, 2024 39:20


    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.

    Ep. 30: MI&S Datacenter Podcast: Talking Infoblox, PensionDanmark, Intel, HPE, Google, Pure Storage

    Play Episode Listen Later Sep 28, 2024 49:41


    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.

    Ep 34: Hot Desk Podcast: Oracle, Salesforce, ZohoAnalytics, IBM & Oracle ERP, Webex Cisco Desk Pro

    Play Episode Listen Later Sep 19, 2024 40:48


    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.

    Ep. 29 of the MI&S Datacenter Podcast - We're Talking Zscaler, AI, Broadcom, HPE, xAI, Dell

    Play Episode Listen Later Sep 7, 2024 47:46


    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.

    Ep 33: Hot Desk Podcast: Talking Ring Central, Zoom, SCM Canadian Railways, ERP/SAP, WebEx, US Open

    Play Episode Listen Later Aug 24, 2024 36:45


    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.

    Ep. 28: MI&S Datacenter Podcast: Talking Cisco, IBM, Dell & Nutanix, Black Hat USA 2024, AI, HPE

    Play Episode Listen Later Aug 16, 2024 53:26


    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.  

    AMD Pensando — Silicon that Supercharges the Modern Data Center

    Play Episode Listen Later Aug 16, 2024 21:29


    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.

    Game Time Tech: Qualcomm Puts Snapdragon Front and Center at Manchester United Tour

    Play Episode Listen Later Aug 10, 2024 11:20


    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. 

    Ep 32: Hot Desk Podcast: Talking Canva, Microsoft, Adobe, Commvault, Crowdstrike and Blender Yonder

    Play Episode Listen Later Aug 8, 2024 30:16


    We're LIVE for Ep 32 of the MI&S Hot Desk Podcast:  Join Robert Kramer, Melody Brue for a rundown of what's up this week in enterprise apps, data security. We're talking Canva's acquisition, $MSFT earnings, Adobe creative campuses, Commvault, Crowdstrike and Blue Yonder.   Canva Set to Acquire Leonardo.AI  https://www.linkedin.com/posts/melodybrue_canva-has-announced-its-intent-to-acquire-activity-7224061245996285952-LG-7?utm_source=share&utm_medium=member_desktop https://www.canva.com/newsroom/news/leonardo-ai/   Microsoft Q4 2024 Earnings https://moorinsightsstrategy.com/research-notes/microsoft-q4-fy2024-earnings-show-strong-copilot-adoption-and-teams-growth/ https://x.com/MelodyBrue/status/1818414106325762408   Adobe CSU  https://business.adobe.com/customer-success-stories/csu-case-study.html https://moorinsightsstrategy.com/mis-weekly-analyst-insights-week-ending-august-2-2024/   Commvault https://www.prnewswire.com/news-releases/commvault-announces-fiscal-2025-first-quarter-financial-results-302209156.html   Crowdstrike https://www.forbes.com/sites/moorinsights/2024/07/23/crowdstrike-it-outage-highlights-need-for-tighter-operational-updates/    SCM - Blue Yonder and Sustainability https://media.blueyonder.com/blue-yonder-acquires-one-network-enterprises-to-unlock-an-agile-interconnected-supply-chain-ecosystem/   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

    Ep.27 of the MI&S Datacenter Podcast: Talking CrowdStrike, AI, AMD, HPE & Juniper, Quantinuum, Arm

    Play Episode Listen Later Aug 2, 2024 49:23


    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!   CrowdStrike IT Outage Post Mortem https://x.com/WillTownTech/status/1818628352749580549   AI Immunity Warriors https://www.news-medical.net/news/20240731/AI-reprograms-glioblastoma-cells-into-dendritic-cells-for-cancer-immunotherapy.aspx   AMD Crushes The Datacenter With EPYC and MI300 https://www.linkedin.com/feed/update/urn:li:activity:7224395591462612992/   HPE Achieves EU Unconditional Regulatory Approval For Juniper Acquisition https://www.networkworld.com/article/3480325/eu-clears-hpes-14-billion-juniper-acquisition.html   A New Quantum Toolbox https://www.quantinuum.com/news/introducing-quantinuum-nexus-our-all-in-one-quantum-computing-platform   The Secret Weapon Of The Datacenter https://moorinsightsstrategy.com/research-notes/is-arm-neoverse-the-datacenters-secret-weapon/   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 31 of the MI&S Hot Desk Podcast

    Play Episode Listen Later Jul 27, 2024 34:11


    We are live for episode 31 of the Hot Desk Podcast with Melody Brue and Robert Kramer for a rundown of what's up this week in enterprise apps, collab, and data security.   SAP Q2 2024 Earnings https://www.linkedin.com/posts/jasontandersen_another-solid-quarter-for-sap-who-reaffirmed-activity-7221281901074939904-VSuT?utm_source=share&utm_medium=member_desktop   IBM Q2 2024 Earnings  https://www.linkedin.com/posts/jasontandersen_2q24-earnings-from-ibm-come-in-at-a-beat-activity-7222023618245861377-o_FD?utm_source=share&utm_medium=member_desktop   Alphabet (GOOG/GOOGL) Earnings   Salesforce & Workday Partnership  https://www.salesforce.com/news/press-releases/2024/07/24/workday-employee-service-agent/   AI Journey in CRMs  https://www.forbes.com/sites/moorinsights/2024/07/24/3-reasons-to-start-an-ai-journey-in-your-crm/   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 The GTT Crew as we Discuss the Paris Olympic Games tech With Special Guest Will Townsend

    Play Episode Listen Later Jul 20, 2024 18:51


    Join us for another Game Time Tech Podcast! Special guest Will Townsend joins Melody Brue and Robert Kramer to discuss private 5G at the Olympics and Orange and Cisco's winning play.   NBC Sports to Utilize Cisco for its Production in Paris https://www.nbcsports.com/pressbox/press-releases/nbc-sports-selects-networking-provider-for-its-production-of-2024-olympic-paralympic-games-in-paris https://24hourjournal.substack.com/p/cisco-partners-with-other-paris-olympic   Orange Spurns Slicing and Opts for Cisco Private 5G at Olympics https://www.lightreading.com/5g/orange-spurns-slicing-and-opts-for-cisco-private-5g-at-olympics   Reference Articles:    https://moorinsightsstrategy.com/research-notes/cisco-triples-down-on-observability-with-splunk-acquisition/ by Will Townsend   https://moorinsightsstrategy.com/three-sport-and-entertainment-venues-that-understand-the-value-of-connectivity/ by Will Townsend   https://moorinsightsstrategy.com/research-notes/cota-leans-into-connectivity-to-fuel-the-fan-experience/ by Will Townsend   The Game Time Tech Podcast is a Moor Insights & Strategy Six Five Media production.

    Ep.26 of the MI&S Datacenter Podcast: We're talking Juniper, Oracle, IBM, HPE, AWS, AI

    Play Episode Listen Later Jul 19, 2024 44:20


    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!   Juniper Claims The First AIOps Enablement Of WAN Routing https://investor.juniper.net/investor-relations/press-releases/press-release-details/2024/Juniper-Networks-Brings-Industrys-First-and-Only-AIOps-to-WAN-Routing-Delivering-AI-Native-Insight-for-Exceptional-Experiences/default.aspx   Oracle Exadata Exascale Democratizes Enterprise Data Management https://siliconangle.com/2024/07/11/oracle-offers-shared-exadata-service-dramatically-lower-cost-full-instances/   I Double Decrypt Dare You https://research.ibm.com/blog/quantum-safe-roadmap   HPE Helps Nice Brazil Unify Branch And Datacenter Connectivity https://www.hpe.com/us/en/newsroom/press-release/2024/07/nice-brazils-manufacturing-facility-optimizes-production-with-hpe-aruba-networking-to-deploy-iot-enabled-industrial-network.html   AWS Launches Graviton4 - Why This Is A Big Deal For Enterprise IT https://aws.amazon.com/blogs/aws/aws-graviton4-based-amazon-ec2-r8g-instances-best-price-performance-in-amazon-ec2/   Brains For Bots https://arxiv.org/html/2404.03325v1   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 Hot Desk Pod Ep 30: Zoho, Oracle, SAP, RingCentral & Vodafone, Google & Wiz

    Play Episode Listen Later Jul 18, 2024 27:18


    We are live for episode 30 of the Hot Desk Podcast with Melody Brue and Robert Kramer for a rundown of what's up this week in enterprise apps, collab, and data security.   Zoho Solo  https://www.zoho.com/solo/   AI-Powered Oracle Clinical Digital Assistant https://www.oracle.com/news/announcement/ai-powered-oracle-clinical-digital-assistant-transforms-interactions-between-practitioners-and-patients-2024-06-24/   SAP RISE Accelerates Transformation Processes with AI https://news.sap.com/2024/07/ai-available-rise-with-sap-commercial-packages/   RingCentral and Vodafone Expand Partnership to Offer Contact Center Solution https://www.ringcentral.com/whyringcentral/company/pressreleases/vodafone-business-expands-global-communications-offerings-to-include-ringcentral-s-native-contact-center-solution-ringcx.html   Google to Enhance Security with Wiz https://news.crunchbase.com/cybersecurity/google-cybersecurity-startup-wiz-venture-unicorn Security concerns AT&T, Rite-Aid – reassessing cybersecurity priorities https://www.cybersecuritydive.com/news/att-cyberattack-snowflake-environment/721235/ https://www.securityweek.com/rite-aid-says-hack-impacts-2-2m-people-as-ransomware-gang-threatens-to-leak-data/   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

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