Welcome to The Hot Desk Podcast! Join Moor Insights & Strategy’s Patrick Moorhead and Melody Brue for this week’s hot takes on modern work: Microsoft’s big AI event in NYC, Cadence Design Systems’ $50 Racial Equity Investment, and Hot or Not?

Microsoft’s AI Event 

• https://blogs.microsoft.com/blog/2023/09/21/announcing-microsoft-copilot-your-everyday-ai-companion/
• https://twitter.com/PatrickMoorhead/status/1704891618812219608
• https://twitter.com/PatrickMoorhead/status/1704873059016998946
• https://twitter.com/MelodyBrue/status/1704894287043846437

Cadence Makes $50M Racial Equity Investment 

• https://www.forbes.com/sites/moorinsights/2023/09/19/how-cadence-design-systems-50-million-racial-equity-investment-is-changing-lives/
• https://moorinsightsstrategy.com/hot-desk-pod/ep7-the-hot-desk-podcast-cadence-addresses-racial-wealth-inequities-with-50-million-investment-in-affordable-housing-homeownership-and-small-business/

Hot or Not? Lazy-Girl Jobs

• https://parade.com/living/lazy-girl-jobs

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 Hot Desk Podcast, host Melody Brue, VP and Principal Analyst, welcomes John Wall, SVP and CFO and KT Moore, VP of Marketing of Cadence Design Systems, a leading semiconductor design company for a conversation about the company’s recent $50 million purpose-driven investment in an impact investment program managed by Royal Bank of Canada’s Global Asset Management Group.

Key takeaways:

• The investment is one of the largest corporate impact investments to address racial wealth inequities and will focus on affordable housing, homeownership, and small business in specific locations where Cadence has operations and a community presence, as well as internationally on projects to support women, people of color, and climate issues.
• The goal of the investment is to create opportunities for underrepresented people who may not have access to funding or other resources.
• Cadence encourages other companies to join the program and make a similar impact.
• The program is designed to be scalable and easy for other companies to adopt.
• The investment is intended to make a real difference in BIPOC (Black, Indigenous, People of Color) communities in the United States and internationally.
• Cadence believes that addressing the racial wealth gap is one of society's most important challenges. The company hopes that its investment program will help to create a more equitable future for all.

Cadence is known for its innovation and knack for tackling the biggest problems. KT and John believe that this same spirit of innovation can be applied to solving social problems such as racial inequality. The company’s investment is a significant step in the right direction. This positive development for the company, the tech industry, and society demonstrates corporations’ growing interest and commitment in using their capital to tackle racial wealth inequities.

#techforgood, #affordablehousing, #racialwealthequity, #racialwealthgap, #smallbusiness, #impactinvestment #purposedriveninvestment, #technology, #semiconductors 

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!

Hot Chips Recap - Intel and Arm Big Reveals

• https://www.forbes.com/sites/moorinsights/2023/08/31/intel-hot-chips-reveal-a-deeper-look-into-xeon-in-2024/?sh=2e7b8025101c
• https://www.forbes.com/sites/moorinsights/2023/08/28/arms-hot-chip-reveal-faster-silicon-development-performance-uplifts/?sh=2e5be1fe60b2

Hard Rock From IBM

• https://www.ibm.com/blog/building-ai-for-business-ibms-granite-foundation-models/
• https://www.ibm.com/products/watsonx-ai
• https://www.forbes.com/sites/moorinsights/2023/07/07/ibm-watsonx-empowers-businesses-to-build-tune-and-deploy-reliable-generative-ai-models/

HPE Delivers Strong Earnings With Intelligent Edge

• https://twitter.com/WillTownTech/status/1696892604946796801?s=20

Face Hugs For Gaudi2

• https://huggingface.co/blog/bridgetower

Google Next 2023

• https://cloud.google.com/distributed-cloud
• Cross Cloud Network https://twitter.com/WillTownTech/status/1696701416679575718?s=20

Cisco Launches Lifecycle Services

• https://twitter.com/WillTownTech/status/1696247185363329500?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.

On this episode of the Moor Insights & Strategy Insider Podcast, hosts Patrick Moorhead and Melody Brue are joined by Chintan Mehta, Chief Information Officer and head of Digital Technology and Innovation for Wells Fargo. Their conversation covers:

• How the future health of a bank will depend on the ability to integrate disruptive technologies such as AI with an ecosystem of partners
• How to balance risk and regulatory protection with financial performance and heightened customer and investor expectations, particularly as it relates to AI
• Wells Fargo's approach to AI across ecosystems working with conventional and non-conventional players across the value chain
• The advantage of collaboration and partnership models that help expedite GTM and enhance CX, particularly as it relates to AI
• How to evolve an AI ecosystem, and how to do it at scale
• Wells Fargo's approach to responsible AI

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

Welcome to The Hot Desk Podcast! Join Moor Insights & Strategy’s Patrick Moorhead and Melody Brue for this week’s hot takes on modern work: We’re covering IBM’s study of how AI is changing work, what’s behind passive-aggressive work emails, Microsoft’s next-gen AI for the frontline, and this week’s Hot or Not? topic: co-working spaces. 

IBM Study Reveals How AI is Changing Work

• https://www.ibm.com/blog/new-ibm-study-reveals-how-ai-is-changing-work-and-what-hr-leaders-should-do-about-it/
• https://twitter.com/MelodyBrue/status/1694771289376924092?s=20

What’s Behind Passive-Aggressive Emails

• https://preply.com/en/blog/passive-aggressive-workplace-emails/
• https://twitter.com/MelodyBrue/status/1694429452812300625?s=20

Microsoft Brings Next-Generation AI to the Frontline

• https://blogs.microsoft.com/blog/2023/08/09/microsoft-solutions-boost-fortune-500-frontline-productivity-with-next-generation-ai/
• https://www.microsoft.com/en-us/industry/blog/retail/2023/08/09/how-next-generation-ai-and-digital-tools-transform-the-retail-frontline/

Hot or Not? Co-Working Spaces

• https://www.axios.com/2023/08/12/wework-stock-co-working-spaces
• https://www.reuters.com/business/wework-raises-going-concern-doubt-shares-tank-2023-08-08/
• https://twitter.com/danprimack/status/1694775420544077979?s=20
• https://finance.yahoo.com/quote/WE?p=WE&.tsrc=fin-srch

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!

VMware Explore 2023 Recap

• https://www.datacenterknowledge.com/vmware/vmware-unveils-new-multi-cloud-and-kubernetes-tools
• https://www.forbes.com/sites/moorinsights/2023/08/22/pure-storage-and-vmware-on-azure-easy-performant-cost-effective/?sh=52c17ec4102c
• https://moorinsightsstrategy.com/research-notes/vmware-scales-up-its-ransomware-recovery-solution/
• https://news.lenovo.com/pressroom/press-releases/lenovo-vmware-partnership-brings-new-generative-ai-and-multi-cloud-solutions-to-businesses/
• https://www.forbes.com/sites/moorinsights/2023/08/23/vmware-explore-2023-extends-into-cloud-networking-and-security/
• https://nvidianews.nvidia.com/news/vmware-and-nvidia-unlock-generative-ai-for-enterprises

A New Enchilada Trap

• https://www.sandia.gov/labnews/2023/08/10/bigger-and-better-quantum-computers-possible-with-new-ion-trap-dubbed-the-enchilada/

Arm Begins the IPO Process with F-1

• https://www.cnbc.com/2023/08/21/arm-ipo-what-it-means-for-ipo-market-softbank.html

SentinelOne Mulls Sale

• https://twitter.com/WillTownTech/status/1694799702288474463?s=20

New and Old: GenAI and COBOL

• https://newsroom.ibm.com/2023-08-22-IBM-Unveils-watsonx-Generative-AI-Capabilities-to-Accelerate-Mainframe-Application-Modernization
• https://www.forbes.com/sites/moorinsights/2021/06/04/ibm-codenet-artificial-intelligence-that-can-program-computers-and-solve-a-100-billion-legacy-code-problem/

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 The Hot Desk Podcast! Join Moor Insights & Strategy’s Patrick Moorhead and Melody Brue for this week’s hot takes on modern work: We’re covering Zoom’s terms of service and how, or if, customer data is used to train AI models, RingCentral’s acquisition of select Hopin assets plus its C-suite shake-up, and Five9’s acquisition of Aceyus.  This week’s Hot or Not? topic is the latest in RTO mandates: Zoom. 

Zoom’s TOS

• https://blog.zoom.us/zooms-term-service-ai/
• https://www.linkedin.com/posts/ericsyuan_given-that-many-friends-have-reached-out-activity-7094824287336861697-CGMy/?

RingCentral Acquires Hopin Events and Session

• https://www.forbes.com/sites/moorinsights/2023/08/08/ringcentral-acquires-hopin-assets-for-enhanced-virtual-and-hybrid-events/?sh=2244cfcd65ee
• https://hopin.com/hopin-events

RingCentral C-Suite Succession

• https://www.ringcentral.com/whyringcentral/company/pressreleases/ringcentral-announces-ceo-succession.html
• https://www.ringcentral.com/whyringcentral/leadership/board-of-directors.html#tarek-robbiati
• https://twitter.com/MelodyBrue/status/1688653524379308033?s=20

Five9 Acquires Aceyus, an Advanced Data Integration Solutions Provider

• https://investors.five9.com/news-releases/news-release-details/five9-acquire-aceyus-extending-five9-platform-streamline

Hot or Not? Zoom’s RTO Mandate

• https://www.worklife.news/culture/zoom-rto/

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!

VAST Data Enters the Data Management Market

• https://vastdata.com/press-releases/vast-unveils-vast-data-platform

Startup Nile Hopes to Disrupt the NaaS Space

https://twitter.com/WillTownTech/status/1686774167650140160?s=20

LK-99 = Anti-Gravity Skateboards

• https://www.science.org/content/blog-post/room-temperature-superconductor-new-developments

Intel and AMD Earnings

• https://www.intc.com/news-events/press-releases/detail/1637/intel-reports-second-quarter-2023-financial-results
• https://ir.amd.com/news-events/press-releases/detail/1146/amd-reports-second-quarter-2023-financial-results

Black Hat 2023 Insights

• https://twitter.com/WillTownTech/status/1688893352110878720?s=20

First Quantum in the Grid

• https://www.forbes.com/sites/moorinsights/2023/07/26/atom-computing-could-forever-change-the-way-we-manage-the-us-electrical-grid/

Cloud CPU Happenings

• https://www.theregister.com/2023/08/03/aws_custom_xeon_m7i_instances/?td=rt-3a
• https://www.theregister.com/2023/08/02/arm_server_china/

HealthScribe: AI in Healthcare

• https://www.forbes.com/sites/moorinsights/2023/07/28/aws-healthscribe-uses-generative-ai-and-real-time-doctor-patient-conversations-to-update-medical-charts/

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.

In this Moor Insights & Strategy DataCenter Podcast, VP & Principal Analyst Matt Kimball is joined by Gilberto Vargas, VP and GM of Datacenter and AI Global Sales and Marketing at Intel and Jonathan Seckler, Sr Director of Server Product and Solution Marketing at Dell Technologies to discuss server trends in the digitally transformed enterprise. Some of the highlights include:

• What new workloads are emerging?
• How does IT meet the demand of modern workloads and traditional line of business applications?
• And in a market where the cloud rules, what role does the four-socket server play?

On this episode of the Moor Insights & Strategy Insider Podcast, host Patrick Moorhead is joined by Venkat Kodavati, Senior VP & GM, Wireless Products, and Vikram Gupta, Chief Product Officer and Senior VP & GM, IoT Processors, at Synaptics.

The Intelligent IoT, with its combination of AI-infused sensing, processing, and connectivity, is changing industries, from the smart home and security to mobile devices, automotive, the enterprise, and industrial automation. With the change comes an opportunity for innovation, such as the appropriate application AI at the Edge, where designers must strike the right balance of functionality, power consumption, performance, cost, time to market, privacy, and ease of use to ensure an exceptional user experience.

During their conversation, Patrick, Venkat, and Vikram discuss the opportunities, challenges, and suitable architectural approaches to accelerate next-generation Intelligent IoT devices.

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