Moor Insights & Strategy Podcast

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

Introducing Robert Kramer, VP & Principal Analyst, Enterprise Data

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

Salesforce TDX24

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

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

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

8x8 Proactive Outreach 

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

Game Time Tech 

• Coming soon…Stay tuned! 

Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

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

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

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

Gemini for Google Workspace 

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

Nonprofit Digital Transformation 

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

Gemini and ChatGPT Go Rogue 

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

Hot or Not? The New Snapdragon Sonic 

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

Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Welcome to this week’s edition of “MI&S Datacenter Podcast” I’m Patrick Moorhead with Moor Insights & Strategy, and I am joined by co-hosts Matt, Will, and Paul. We analyze the week’s top datacenter and datacenter edge news. We talk compute, cloud, security, storage, networking, operations, data management, AI, and more!

Arm Announces Third Generation of Neoverse

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

A Photon-Ion Cocktail

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

Observability a Bright Spot in Cisco 2Q Earnings

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

Intel Foundry - Gelsinger Gets it Right

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

Google Does Gemma

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

Fortinet Posts Solid 4Q & EOY Growth

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

Quick Recap of NVIDIA 4Q Earnings - Holy Heck

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

AI Alliance's Open AI Advocacy

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

Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

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

Zoho’s ZohoDay24

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

ServiceNow’s CRM Ambitions 

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

Collab Apps for Apple Vision Pro 

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

Hot or Not: Super Bowl Commerical Pre-release  

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

Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Welcome to this week’s edition of “MI&S Datacenter Podcast” I’m Patrick Moorhead with Moor Insights & Strategy, and I am joined by co-hosts Matt, Will, and Paul. We analyze the week’s top datacenter and datacenter edge news. We talk compute, cloud, security, storage, networking, operations, data management, AI, and more!

Is IBM Moving into the SMB Space with LinuxONE?

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

AI's Dirty Little Secret

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

Cisco Attacks AI, HCI, and the Edge in Amsterdam

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

Gee, no GPS?

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

Datacenter Cooling - The Next Big Thing

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

Build a Better Biothreat

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

Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

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

Box Acquires Crooze

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

Ceridian to Acquire eloomi 

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

Salesforce Einstein 1 in Marketing Cloud

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

Hot or Not: Kyte Baby RTO

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

Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Welcome to this week’s edition of “MI&S Datacenter Podcast” I’m Patrick Moorhead with Moor Insights & Strategy, and I am joined by co-hosts Matt, Will, and Paul. We analyze the week’s top datacenter and datacenter edge news. We talk compute, cloud, security, storage, networking, operations, data management, AI, and more!

NVIDIA and Equinix Deliver Hosted Supercomputing

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

Zscaler Delivers the Industry’s First Zero-Trust SASE

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

Quantinuum - $300 Million is a Lot of Qubits

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

OCI GenAI for the Enterprise

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

Frontier Launches NaaS with Start-up Nile

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

Be Anything Anywhere Google and Adobe

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

Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

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

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

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

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

CES 2024

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

IBM: Modern Work and Mobility 

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

Zoho WorkDrive 

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

Hot or Not? Microsoft Copilot Key 

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

Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Welcome to this week’s edition of “MI&S Datacenter Podcast” I’m Patrick Moorhead with Moor Insights & Strategy, and I am joined by co-hosts Matt, Will, and Paul. We analyze the week’s top datacenter and datacenter edge news. We talk compute, cloud, security, storage, networking, operations, data management, AI, and more!

Has AWS Proven the Commoditization of the CPU with Graviton4?

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

HPE's Intention to Acquire Juniper Networks

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

AI and Quantum (No Li-ion)

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

Nutanix and Intel Want Your Business-Critical Apps

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

Cisco's Intention to Acquire Isovalent

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

AI: Don't Worry, Be Healthy

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

Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

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

Endpoint Security at HP Security Summit

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

Contact Center Trends for 2024 

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

Grammarly Enterprise-Scale AI

• https://www.grammarly.com/releases

Hot or Not? Cop28

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

Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Welcome to this week’s edition of “MI&S Datacenter Podcast” I’m Patrick Moorhead with Moor Insights & Strategy, and I am joined by co-hosts Matt, Will, and Paul. We analyze the week’s top datacenter and datacenter edge news. We talk compute, cloud, security, storage, networking, operations, data management, AI, and more!

AMD Launches the MI300 Series

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

Itty Bitty Models

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

Intel Keeps on Chugging with Emerald Rapids

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

AI’s Got Game

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

VAST Data Valuation Hits $9B

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

Subspace Correction for Constraints

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

Oracle Keeps Growing its Cloud Business

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

Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

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

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

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

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

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

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

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

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

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

GenAI Productivity Data: Microsoft Work Trend Index 

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

Zoom Surveys

• https://news.zoom.us/zoom-surveys/

Emoji Compliance 

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

Hot or Not? Instagram-Worthy Offices 

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

Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Welcome to this week’s edition of “MI&S Datacenter Podcast” I’m Patrick Moorhead with Moor Insights & Strategy, and I am joined by co-hosts Matt, Will, and Paul. We analyze the week’s top datacenter and datacenter edge news. We talk compute, cloud, security, storage, networking, operations, data management, AI, and more!

Better Bedrock Building

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

HPE’s Impressive Intelligent Edge Performance

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

Thumbs Up - AWS Innovation Center

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

AWS Speaks to Observability

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

New Skills for AWS Sagemaker

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

Cisco Partner Summit Insights

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

AWS New Home Grown Silicon - Graviton4 and Trainium2

Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

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

RingCentral Virtual Launch Event  

RingCentral Events

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

RingCX AI-first Contact Center

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

Microsoft Ignite 2023

Microsoft Copilot Updates in Teams and 365

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

Microsoft Copilot Studio 

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

Lenovo Collaborates with Jabra 

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

Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Welcome to this week’s edition of “MI&S Datacenter Podcast” I’m Patrick Moorhead with Moor Insights & Strategy, and I am joined by co-hosts Matt, Will, and Paul. We analyze the week’s top datacenter and datacenter edge news. We talk compute, cloud, security, storage, networking, operations, data management, AI, and more!

Microsoft Jumps into the Silicon Game at Ignite

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

AI = Trillion Watt Hours

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

Oracle Hosts PostgreSQL. What?

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

Quantum Utility

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

Supercomputing 2023 Takeaways

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

Pssst. Hey, Want a Job?

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

Dell Tech Analyst Summit 2023 Recap

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

AWS AI Party Rock!

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

Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

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