Moor Insights & Strategy Podcast

We are LIVE with Episode 23 of the Hot Desk Pod with Melody Brue and Robert Kramer. We’re talking Oracle Analyst Summit, Microsoft earnings, Google earnings, and how healthcare tech is having a moment. Oracle Analyst Summit Microsoft Earnings Q32024 Earnings Google Q1 2024 Earnings Healthcare Tech’s Moment Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Welcome to this week’s edition of “MI&S Datacenter Podcast” I’m Patrick Moorhead with Moor Insights & Strategy, and I am joined by co-hosts Matt, Will, and Paul. We analyze the week’s top datacenter and datacenter edge news. We talk compute, cloud, security, storage, networking, operations, data management, AI, and more! Cisco Launches Hypershield to Address AI Security Intel Gaudi 3 for GenAI in the Enterprise A Volume of Millions AMD Pensando and its DPU leadership Google Announces Axion Millions of Tokens Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

On this episode of the Moor Insights & Strategy Insider Podcast, host Patrick Moorhead is joined by Chris Walker, the newly appointed CEO of Untether AI to talk about the inflection point we're seeing with AI. AI is experiencing a pivotal moment. With neural network compute loads increasing and companies now transitioning from training AI models to deploying them (inference), there is a need for an entirely new type of compute structure to deal with this seismic shift. Untether AI, born and based in an international hub of AI (Toronto), with a roster of Silicon Valley chip veterans, has purpose-built AI chips that not only drop the cost barrier but also reduce operational expenses. Untether AI’s ICs run AI workloads faster and more energy efficiently, so they consume significantly less power.

Moor Insights & Strategy hosts its Game Time Tech podcast with IBM live at the Masters! Join us for an exciting conversation steeped in tradition and tech with IBM Partner and Practice Lead, IBM ix Sports and Entertainment, Monica Ellingson, about IBM watsonx's Digital Experience at The Masters. In an era shaped by AI and data, these technologies are leaving their mark on various industries, including sports. They are transforming how sports are played and enhancing the overall fan experience. Technology sponsorships have evolved beyond displaying logos to introducing technology and data-driven insights that significantly improve the way sports are played. IBM and IBM watsonx is set to change the 2024 Masters experience by revealing the mystique of Augusta National Golf Club through its Masters' digital platform, Hole Insights, AI Narration, and other innovations. These innovations are designed to elevate the Masters experience as they showcase IBM's drive to enhance customer care experiences and data-driven decisions across industries. Tune in to the Game Time Tech podcast, where hosts Melody Brue and Robert Kramer explore the roles of AI and data at this year's Masters, along with Monica, who is joining us live from Augusta! The 88th Masters Tournament will be played from April 11-14 at Augusta National Golf Club in Augusta, GA. To see IBM technology in action, visit Masters.com or the Masters mobile app, available on the Apple App Store and Google Play Store. The Game Time Tech podcast is a Six Five Media Production.

Welcome to this week’s edition of “MI&S Datacenter Podcast” I’m Patrick Moorhead with Moor Insights & Strategy, and I am joined by co-hosts Matt, Will, and Paul. We analyze the week’s top datacenter and datacenter edge news. We talk compute, cloud, security, storage, networking, operations, data management, AI, and more! Has Fortinet Established Itself with Secure Networking? Has Broadcom Built the Semiconductor Development Model of the Future? You Can Make AI Dangerous The InfiniBand vs Ethernet Cage Fight for AI Workloads Nutanix and Cisco are Delivering the Cloud Experience of the Future - Today Logical Qubit Breakthrough Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Enterprise Connect Adobe Max What’s Coming Up? Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

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

Welcome to this week’s edition of “MI&S Datacenter Podcast” I’m Patrick Moorhead with Moor Insights & Strategy, and I am joined by co-hosts Matt, Will, and Paul. We analyze the week’s top datacenter and datacenter edge news. We talk compute, cloud, security, storage, networking, operations, data management, AI, and more! Nile Launches a Differentiated NaaS Offering https://x.com/WillTownTech/status/1770111234009952496?s=20 NVIDIA GTC 2024 Recap - Blackwell, NIMS, and Tools https://www.datacenterknowledge.com/hardware/nvidia-launches-next-generation-blackwell-gpus-amid-ai-arms-race Qualcomm On-Device AI & More https://www.forbes.com/sites/moorinsights/2024/03/12/qualcomm-on-device-ai-powers-future-products-from-phones-to-pcs/ Microsoft Announces GA of its Copilot for Security https://x.com/WillTownTech/status/1767946286177595887?s=20 Oracle Autonomous Database - Global Shards https://www.forbes.com/sites/moorinsights/2024/03/20/oracle-launches-globally-distributed-autonomous-database/?sh=bc79c4520131 AI Brain Spy https://arxiv.org/pdf/2403.11207.pdf Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

We are LIVE for episode 18 of the Hot Desk Podcast with Melody Brue and special guest host Robert Kramer talking Salesforce, IBM’s “Let’s Create” campaign using Adobe Firefly, 8x8’s new CX messaging tool, and an exciting new announcement from Moor Insights & Strategy Introducing Robert Kramer, VP & Principal Analyst, Enterprise Data https://moorinsightsstrategy.com/team/robert-kramer/https://www.linkedin.com/in/robert-kramer-58239b22/https://twitter.com/RobKramer_Datahttps://www.forbes.com/sites/moorinsights/people/robertkramer/ Salesforce TDX24 https://www.salesforce.com/trailblazerdx/https://x.com/RobKramer_Data/status/1765855767150973404?s=20https://x.com/RobKramer_Data/status/1765460339842515262?s=20 IBM Generates “Let’s Create” Campaign with Adobe Firefly https://blog.adobe.com/en/publish/2024/03/06/ibm-reimagines-content-creation-digital-marketing-adobe-firefly-generative-ai https://www.linkedin.com/posts/melodybrue_ibm-uses-adobe-firefly-to-create-commercially-activity-7171406531127656449-IIzt?utm_source=share&utm_medium=member_desktop 8x8 Proactive Outreach https://8x8.gcs-web.com/news-releases/news-release-details/proactive-outreach-8x8-contact-center-enhances-customer Game Time Tech Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

On this episode of the Moor Insights & Strategy Market Spotlight, host Will Townsend discusses Juniper Networks Beyond Labs initiative with CTO Raj Yavatkar, unpacking investigations tied to networking and AI, sustainability, 5G and quantum secure communications. This is a great conversation you don't want to miss!

We are LIVE! Episode 17 of the Hot Desk Weekly Podcast with Moor Insight and Strategy’s PatrickMoorhead and Melody brue! We've got Google's Gemini AI for Google Workspace, Box, HubSpot, SAP moving nonprofit digital transformation, and OpenAI’s ChatGPT goes rogue. Hot or Not? Snapdragon's new sonic! Gemini for Google Workspace https://www.linkedin.com/posts/melodybrue_gemini-duet-ai-activity-7166122848602836993-nKBN?utm_source=share&utm_medium=member_desktop Nonprofit Digital Transformation https://www.linkedin.com/posts/melodybrue_boxorg-digitaltransformation-socialimpact-activity-7166433187189997569-k6P_?utm_source=share&utm_medium=member_desktophttps://www.hubspot.com/nonprofitshttps://www.concur.com/en-us/non-profit-organizations Gemini and ChatGPT Go Rogue https://x.com/Google_Comms/status/1760603321944121506?s=20 https://arstechnica.com/information-technology/2024/02/chatgpt-alarms-users-by-spitting-out-shakespearean-nonsense-and-rambling/ Hot or Not? The New Snapdragon Sonic https://www.qualcomm.com/snapdragoninsiders/news-forums/introducing-the-new-sound-of-snapdragon Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Welcome to this week’s edition of “MI&S Datacenter Podcast” I’m Patrick Moorhead with Moor Insights & Strategy, and I am joined by co-hosts Matt, Will, and Paul. We analyze the week’s top datacenter and datacenter edge news. We talk compute, cloud, security, storage, networking, operations, data management, AI, and more! Arm Announces Third Generation of Neoverse https://www.linkedin.com/feed/update/urn:li:activity:7166188654426550273/ A Photon-Ion Cocktail https://ionq.com/news/ionq-achieves-critical-first-step-towards-developing-future-quantum-networkshttps://x.com/Moor_Quantum/status/1760763360511967357?s=20 Observability a Bright Spot in Cisco 2Q Earnings https://x.com/MelodyBrue/status/1760457770636095581?s=20 Intel Foundry - Gelsinger Gets it Right https://www.intel.com/content/www/us/en/newsroom/news/foundry-news-roadmaps-updates.html#gs.5ey5lf Google Does Gemma https://blog.google/technology/developers/gemma-open-models/https://x.com/Moor_Quantum/status/1760734088955318332?s=20 Fortinet Posts Solid 4Q & EOY Growth https://x.com/WillTownTech/status/1755276584733356254?s=20 Quick Recap of NVIDIA 4Q Earnings - Holy Heck https://www.linkedin.com/feed/update/urn:li:activity:7166198592133586945/ AI Alliance's Open AI Advocacy https://www.forbes.com/sites/moorinsights/2024/02/16/the-ai-alliance-how-to-make-friends-and-influence-ai-policy/https://x.com/Moor_Quantum/status/1759956183807365405?s=20 Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

We are LIVE for Episode 16 of the Hot Desk Podcast with Moor Insights and Strategy’s Patrick Moorhead and Melody Brue talking Zoho's ZohoDay24, ServiceNow's CRM ambitions, collaboration apps for Apple Vision Pro and Hot or Not?: SuperBowl ads before game time! Zoho’s ZohoDay24 https://www.linkedin.com/posts/melodybrue_zohoday24-ceo-zohoday24-activity-7161244622659145729-vUkp?utm_source=share&utm_medium=member_desktophttps://x.com/MelodyBrue/status/1755625320676217343?s=20https://x.com/MelodyBrue/status/1755606376334991654?s=20 ServiceNow’s CRM Ambitions https://www.forbes.com/sites/moorinsights/2024/02/06/servicenow-reports-fourth-quarter-and-full-year-2023-financial-results/ Collab Apps for Apple Vision Pro https://news.zoom.us/zoom-launches-new-app-for-apple-vision-pro-to-make-hybrid-collaboration-more-immersive/ https://blog.webex.com/hybrid-work/immersive-meetings-with-webex-on-apple-vision-pro/ https://blog.box.com/box-apple-vision-pro-brings-your-enterprise-content-life Hot or Not: Super Bowl Commerical Pre-release https://apnews.com/article/super-bowl-commercials-2024-08ede12cbd5d7d6ba895e067cfc6393f https://www.today.com/video/microsoft-shows-off-new-ai-powered-chatbot-in-super-bowl-ad-203774533724 Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Welcome to this week’s edition of “MI&S Datacenter Podcast” I’m Patrick Moorhead with Moor Insights & Strategy, and I am joined by co-hosts Matt, Will, and Paul. We analyze the week’s top datacenter and datacenter edge news. We talk compute, cloud, security, storage, networking, operations, data management, AI, and more! Is IBM Moving into the SMB Space with LinuxONE? https://moorinsightsstrategy.com/research-notes/research-note-ibm-announces-linuxone-4-express/ AI's Dirty Little Secret https://arxiv.org/pdf/2310.17688.pdf Cisco Attacks AI, HCI, and the Edge in Amsterdam https://newsroom.cisco.com/c/r/newsroom/en/us/a/y2024/m02/in-the-spotlight-at-cisco-live-amsterdam-ai-simplicity-and-security.html Gee, no GPS? https://x.com/Moor_Quantum/status/1743303184360112494?s=20 https://www.diu.mil/latest/quantum-sensing-enters-the-dod-landscape-in-first-of-a-kind-high-performance https://www.forbes.com/sites/moorinsights/2020/04/30/big-atoms-make-small-super-sensitive-quantum-receivers/?sh=5a5a3f08740c Datacenter Cooling - The Next Big Thing https://www.linkedin.com/feed/update/urn:li:activity:7160254755292778496/ Build a Better Biothreat https://openai.com/research/building-an-early-warning-system-for-llm-aided-biological-threat-creation Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

We are LIVE with Episode 15 of the Hot Desk Podcast with Patrick Moorhead and Melody Brue! This week, Box acquires Crooze, Ceridian snags eloomi, Salesforce gets smart at NRF with EinsteinAI in Marketing Cloud, and in Hot or Not: Kyte Baby RTO. Box Acquires Crooze https://blog.box.com/box-acquires-crooze-transform-enterprise-content-management https://www.linkedin.com/posts/melodybrue_ecm-acquisition-modernwork-activity-7155972822362726401--bBR?utm_source=share&utm_medium=member_desktop Ceridian to Acquire eloomi https://www.ceridian.com/company/newsroom/2023/ceridian-to-acquire-eloomi-a-market-leading-learning-and-development-platform Salesforce Einstein 1 in Marketing Cloud https://finance.yahoo.com/news/salesforce-crm-unveils-genai-powered-131000580.html Hot or Not: Kyte Baby RTO https://www.hr-brew.com/stories/2024/01/24/kyte-baby-remote-work-mishaphttps://kytebaby.com/ Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Welcome to this week’s edition of “MI&S Datacenter Podcast” I’m Patrick Moorhead with Moor Insights & Strategy, and I am joined by co-hosts Matt, Will, and Paul. We analyze the week’s top datacenter and datacenter edge news. We talk compute, cloud, security, storage, networking, operations, data management, AI, and more! NVIDIA and Equinix Deliver Hosted Supercomputing https://www.linkedin.com/feed/update/urn:li:activity:7155934586366005248/ Zscaler Delivers the Industry’s First Zero-Trust SASE https://x.com/MoorInsStrat/status/1749543821996646648?s=20 Quantinuum - $300 Million is a Lot of Qubits https://www.quantinuum.com/news/honeywell-announces-the-closing-of-300-million-equity-investment-round-for-quantinuum-at-5b-pre-money-valuation OCI GenAI for the Enterprise https://www.linkedin.com/feed/update/urn:li:activity:7155576582667988992/ Frontier Launches NaaS with Start-up Nile https://x.com/WillTownTech/status/1692248193365336412?s=20 Be Anything Anywhere Google and Adobe https://lumiere-video.github.io/https://www.youtube.com/watch?v=wxLr02Dz2Schttps://actanywhere.github.io/ Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

On this episode of the Moor Insights & Strategy Insider Podcast, host Patrick Moorhead is joined by Scott Harrell, Infoblox CEO. Their discussion explores: This is a compelling conversation you don't want to miss!

We are LIVE for Episode 14 of the Hot Desk Podcast with PatrickMoorhead and Melody Brue talking CES2024 and what's new from HP, Poly, Dell Technologies and more. Plus IBM mobility, Zoho WorkDrive, and Hot or Not? Microsoft Copilot Key. CES 2024 https://twitter.com/PatrickMoorhead/status/1743029471760785807/photo/1https://press.hp.com/us/en/press-releases/2024/hpatces-live.html https://moorinsightsstrategy.com/research-notes/research-note-dell-at-ces-2024-new-xps-laptops-and-ultrasharp-monitors/ IBM: Modern Work and Mobility https://www.ibm.com/downloads/cas/DRQO0E0Z Zoho WorkDrive https://www.zoho.com/blog/workdrive/introducing-workdrive-4.0-part-2.html Hot or Not? Microsoft Copilot Key https://blogs.windows.com/windowsexperience/2024/01/04/introducing-a-new-copilot-key-to-kick-off-the-year-of-ai-powered-windows-pcs/ Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Welcome to this week’s edition of “MI&S Datacenter Podcast” I’m Patrick Moorhead with Moor Insights & Strategy, and I am joined by co-hosts Matt, Will, and Paul. We analyze the week’s top datacenter and datacenter edge news. We talk compute, cloud, security, storage, networking, operations, data management, AI, and more! Has AWS Proven the Commoditization of the CPU with Graviton4? https://moorinsightsstrategy.com/research-notes/research-note-does-2024-mark-the-beginning-of-the-end-for-merchant-silicon/ HPE's Intention to Acquire Juniper Networks https://x.com/MoorInsStrat/status/1744888379681231213?s=20 AI and Quantum (No Li-ion) https://cloudblogs.microsoft.com/quantum/2024/01/09/unlocking-a-new-era-for-scientific-discovery-with-ai-how-microsofts-ai-screened-over-32-million-candidates-to-find-a-better-battery/https://arxiv.org/abs/2401.04070 Nutanix and Intel Want Your Business-Critical Apps https://www.youtube.com/watch?v=uanz4xN7mE4 Cisco's Intention to Acquire Isovalent https://x.com/WillTownTech/status/1737947176586907854?s=20 AI: Don't Worry, Be Healthy https://blog.research.google/2023/12/2023-year-of-groundbreaking-advances-in.html Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

We are LIVE for Episode 13 of the Hot Desk Pod with PatrickMoorhead and Melody Brue discussing HP endpoint security, contact center 2024 trends, Grammarly AI, and hot or not? COP28. Let's talk modern work to end the year! Endpoint Security at HP Security Summit https://www.hp.com/us-en/security/endpoint-security-solutions.html Contact Center Trends for 2024 https://www.cmswire.com/contact-center/6-contact-center-trends-to-watch-in-2024/ Grammarly Enterprise-Scale AI https://www.grammarly.com/releases Hot or Not? Cop28 https://www.vox.com/climate/24000157/cop28-climate-conference-uae-dubai-winners-losers-fossil-fuels-methane https://moorinsightsstrategy.com/research-notes/moor-insights-strategy-weekly-update-ending-december-8-2023/ Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.