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Moor Insights & Strategy 10/30/2020 09:08
Disruptive technologies often serve as a great equalizer. By definition, they change the conversation. Disruptive technologies can punish incumbents. It can also open the door to new opportunities for those daring enough to challenge the status quo. The rise of containers as an application architecture is one of these disruptive technologies. Containers have become, in …. .
Moor Insights & Strategy 10/29/2020 09:13
On October 6th, Google announced Google Workspace, the new and improved G Suite that currently has 2.6B users. The idea behind Google Workspace is to bring together everything you need in one singular space. Google Workspace has a new and improved user experience that is designed to make remote working simpler, connected, and time effective. ….
Moor Insights & Strategy 10/28/2020 09:10
The 3rd annual AI Hardware Summit concluded last week, after four days of mind-bending presentations, panels and discussions about the Cambrian Explosion in AI. For well over two years, many of us industry observers have waited for the players, big and small, to present working production silicon with benchmarks. In previous years, only NVIDIA delivered (or should …. .
Moor Insights & Strategy 10/27/2020 14:55
I’ve been following the Qualcomm 5G IP legal saga since the FTC filed an antitrust case against the company way back in 2017. Frankly, an entire screenplay could be written about the proceedings—in a dramatic turn of events, a district court in northern California ruled against Qualcomm in May of 2019. Now, despite the earlier …. .
Moor Insights & Strategy 10/27/2020 14:07
IBM has been making a flurry of improvements to position the company to better take advantage of the cloud opportunity. In the past year, IBM acquired Red Hat, deeply integrated many of its products, and installed new CEO Arvind Krishna and President Jim Whitehurst. The company isn’t done. Yesterday, IBM announced that it will spin …. .
Moor Insights & Strategy 10/27/2020 12:18
I hope you all had a great couple of weeks! Last week, I attended Qualcomm 5G Summit (with Anshel) and Dell Technologies World (Matt, Rhett, and Will). Anshel also attended Adobe MAX. Two weeks ago, I attended the iPhone 12 event, the Capgemini analyst event, and HPE SAM. Paul attended IEEE Quantum Week, Will attended Cisco DevNet Create, and Anshel attended Huawei Global Innovation Summit. Our MI&S team published 51 deliverables last …. .
Moor Insights & Strategy 10/22/2020 19:02
It is no secret that artificial intelligence (AI) is a technical marketing whitewash. Many companies claim that its algorithms and data scientists enable a differentiated approach in the networking infrastructure space. However, what are the practical applications of AI for connectivity and, in particular, 5G? From my perspective, it encapsulates four key areas. Here I …. .
Moor Insights & Strategy 10/22/2020 18:45
Last May, I had a discussion with Peter Chapman, CEO of IonQ, a start-up quantum computing company. Before coming to IonQ, Chapman worked for Amazon, where he was responsible for all the technical complexities of Amazon Prime. IonQ had accomplished a lot in the twelve months that Chapman had been at the helm, so I …. .
Moor Insights & Strategy 10/22/2020 18:04
It has been quite a busy fall tech season with many announcements from most PC OEMs following Intel’s 11th Gen Tiger Lake processor with Xe graphics announcement. Lenovo’s products span a broad array of devices, from convertible laptops to the world’s first foldable PC and even ultra-thin gaming laptops and smart hubs. These products span …. .
Moor Insights & Strategy 10/22/2020 17:49
The Microsoft Surface brand continues to be an industry leader in premium devices and peripherals. The brand has a firm foot in premium devices with 2-in-1’s, notebooks, tablets, earbuds, headphones, all-in-one’s, and more. Under the leadership of Panos Panay, the Surface team has $7 billion in annual revenue run rate to show for their efforts. ….
Moor Insights & Strategy 10/22/2020 17:31
VMworld, VMware’s annual customer conference, happened virtually from September 29th to October 1st, 2020. It has been a busy year for VMware. The strategy to deliver a comprehensive portfolio of products and services to help customers modernize applications and infrastructure led to a successful first fiscal quarter 2021 ended May 1st, despite the coronavirus pandemic, with …. .

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