Moor Insights & Strategy Podcast Moor Insights & Strategy analysts

We are live for episode 25 of the Hot Desk Podcast with Melody Brue and Robert Kramer. We’re are discussing Avaya ENGAGE, Box Content Cloud Summit, BlueYonder, and Meta's Workplace migration to Workvivo. Also, a quick MSBuild teaser?
 
Avaya ENGAGE
https://avaya-engage.avaya.com/denver-2024# https://www.linkedin.com/posts/melodybrue_i-spent-this-week-at-avaya-engage-i-had-activity-7196896786895020032-c-cL?utm_source=share&utm_medium=member_desktop https://x.com/MelodyBrue/status/1790410664915152941  
Box Hubs
https://blog.box.com/join-box-hubs-beta-start-curating-organizing-and-publishing-great-content-today https://x.com/MelodyBrue/status/1791135694481436922  
Blue Yonder
https://blog.blueyonder.com/our-top-7-takeaways-from-the-icon-2024-main-stage-keynotes/  
Meta’s Workplace Migration to Workvivo by Zoom 
https://joshbersin.com/2024/05/goodbye-to-workplace-by-meta-hello-to-workvivo-by-zoom/  
What’s Coming Up? 
Microsoft Build Zoom Perspectives Canva Create IBM Think, Informatica World, and Salesforce Connection  
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!
 
LAB Trains AI Like a Human
https://arxiv.org/pdf/2403.01081  
The Chip Market is Red Hot
https://www.linkedin.com/feed/update/urn:li:activity:7194077690935611393/ https://www.led/update/urn:li:activity:7191206866511650816/ inkedin.com/fe  
RSA Conference 2024 Highlights
https://x.com/WillTownTech/status/1788727193419554832  
Qiskit 1.0 – 7 Years Old
https://www.forbes.com/sites/moorinsights/2024/05/15/qiskit-10-a-milestone-for-the-worlds-most-popular-quantum-software/  
Has AI Made Storage Cool Again?
https://www.linkedin.com/feed/update/urn:li:activity:7193773341793476609/ https://blocksandfiles.com/2024/05/15/hpe-greenlake-aws-alletra-mp/  
Marvell’s AI Silicon
https://www.linkedin.com/posts/wstownsend_ai-activity-7193624226292002816-8V7Y  
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 24 of the Hot Desk Podcast. Melody Brue, Rob Kramer, and special guest Jason Andersen are talking AWS Cloud, Amazon Q, and ServiceNow Knowledge2024.
 
Amazon Q
https://moorinsightsstrategy.com/research-notes/amazon-q-delivers-an-evolved-take-on-ai-for-enterprises/  https://www.linkedin.com/posts/melodybrue_research-note-amazon-q-delivers-an-evolved-activity-7191914867585343488-Q77E https://www.linkedin.com/posts/robert-kramer-58239b22_amazon-web-services-aws-releases-enterprise-activity-7192108597869248514-pZUw https://www.linkedin.com/posts/jasontandersen_research-note-amazon-q-delivers-an-evolved-activity-7191919439565500416-e-iX  
ServiceNow Knowledge 2024 
https://x.com/PatrickMoorhead/status/1787947668356165751 https://x.com/MelodyBrue/status/1788253817479258306 https://knowledge.servicenow.com/flow/servicenow/k24/agenda/page/event  
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 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
ERP Track - investing in data management, AI and features CRM Track HCM Track  
Microsoft Earnings Q32024 Earnings
https://www.microsoft.com/en-us/investor/earnings/FY-2024-Q3/press-release-webcast  
Google Q1 2024 Earnings 
https://abc.xyz/assets/91/b3/3f9213d14ce3ae27e1038e01a0e0/2024q1-alphabet-earnings-release-pdf.pdf  
Healthcare Tech’s Moment 
https://apnews.com/article/oracle-larry-ellison-nashville-headquarters-health-care-cf74172176f6c90210e8ac96e1ff6f52  
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
https://x.com/WillTownTech/status/1780986288029462883  
Intel Gaudi 3 for GenAI in the Enterprise
https://www.forbes.com/sites/moorinsights/2024/04/16/intel-announces-gaudi-3-accelerator-for-generative-ai/?sh=6c3d2cae5857  
A Volume of Millions
https://www.quantinuum.com/news/quantinuum-extends-its-significant-lead-in-quantum-computing-achieving-historic-milestones-for-hardware-fidelity-and-quantum-volume  
AMD Pensando and its DPU leadership
https://x.com/WillTownTech/status/1777332847134572915 https://moorinsightsstrategy.com/wp-content/uploads/2024/04/AMD-Pensando-Silicon-That-Supercharges-the-Modern-Datacenter-By-Moor-Insights-And-Strategy.pdf  
Google Announces Axion
https://www.forbes.com/sites/moorinsights/2024/04/09/google-introduces-axion-its-arm-based-home-grown-cpu/?sh=c8038b970b43  
Millions of Tokens
https://arxiv.org/pdf/2403.05530.pdf https://blog.google/technology/ai/google-gemini-next-generation-model-february-2024/  
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.