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!

Fortinet Launches Two New NGFWs

• https://twitter.com/willtowntech/status/1682122712972402688?s=46&t=W46jiq63kgn_RPDlW_rmJQ

Oracle Goes GA on MySQL HeatWave Data Lakehouse

• https://twitter.com/MySQL/status/1682093017304276996

Bing Chat Enterprise Boom!

• https://www.microsoft.com/en-us/edge/bing/chat-enterprise

Lenovo’s Big Data Management Launch

• https://news.lenovo.com/pressroom/press-releases/lenovo-unveils-new-data-management-solutions/

Microsoft Extends Free Security Tools

• https://twitter.com/willtowntech/status/1682125842002984961?s=46&t=W46jiq63kgn_RPDlW_rmJ

Russia is on the Quantum Map!

• https://www.theregister.com/2023/07/20/russias_tiny_quantum_computer_is/

NVIDIA an Anchor Investor in Arm’s IPO?

• https://www.datacenterdynamics.com/en/news/arm-in-talks-with-nvidia-to-be-ipo-anchor-investor/

US VC Firms Warned About China

• https://www.cnbc.com/2023/07/19/house-china-committee-targets-us-vcs-investing-in-chinese-ai.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.

On this episode of the Moor Insights & Strategy Insider Podcast, host Patrick Moorhead is joined by Dr. Thomas Andersen, Vice President AI and Machine Learning at Synopsys.

AI touches just about every facet of today’s business world—from infrastructure to tools and solutions. Dr. Thomas Andersen heads the artificial intelligence (AI) and machine learning (ML) solutions group at Synopsys, where he focuses on developing new technologies in the AI and ML space to automate the future of chip design.

During their conversation, Patrick and Thomas discuss how AI is changing the way we do business, how that is reflected in the semiconductor industry, how AI is being used to help design complex chips and more.

Welcome to The Hot Desk Podcast! Join Moor Insights & Strategy’s Patrick Moorhead and Melody Brue this week as we discuss AI's summary capabilities for Webex announced at Cisco Live, HP Poly's new AI-powered devices and updates, and Avaya's C-suite announcement and strong emergence from restructuring. This week’s Hot or Not? topic: The growing trend of the four-day workweek in the modern workplace. Tune in for insightful conversations on the latest developments shaping the way we work.Z

Webex Gets into Showbiz with Tribeca Film Festival Partnership

• https://blog.webex.com/innovation/webex-and-tribeca-festival/
• https://tribecafilm.com/press-center/festival/press-releases/cisco-and-the-tribeca-festival-partner-to-broadcast-the-2023-closing-gala-of-a-bronx-tale

Google Warns Employees About Using GAI

• https://www.hr-brew.com/stories/2023/06/22/google-warns-employees-to-be-prudent-when-using-generative-ai
• https://www.reuters.com/technology/google-one-ais-biggest-backers-warns-own-staff-about-chatbots-2023-06-15/

Green Hushing

• https://www.forbes.com/sites/moorinsights/2023/06/21/green-hushing-in-the-corporate-world-why-esg-is-no-longer-a-topic-of-discussion/?sh=67b70042242e
• https://www.wionews.com/opinions-blogs/green-hushing-unveiling-the-deceptive-silence-beyond-greenwashing-604294

Hot or Not? Augmented Reality in Modern Work

• https://www.forbes.com/sites/moorinsights/2023/06/19/the-rise-of-augmented-reality-in-the-modern-workplace/?sh=2caf0fd2ad47
• https://moorinsightsstrategy.com/lenovos-not-playing-around-with-its-new-thinkreality-vrx-enterprise-xr-headset/

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.

Cisco Acquires Accedian and SamKnows

• https://twitter.com/willtowntech/status/1674446283858227201?s=46&t=W46jiq63kgn_RPDlW_rmJQ

July Reminder: Don't Eat Dirty Data

• https://www.ibm.com/products/watsonx-governance

AMD Epyc in Storage

• https://www.forbes.com/sites/moorinsights/2023/06/23/research-note-oracle-launches-exadata-x10m/?sh=26db92f56a6e
• https://www.globenewswire.com/news-release/2023/06/21/2692088/0/en/AMD-EPYC-Embedded-Series-Processors-Power-New-HPE-Alletra-Storage-MP-Solution.html

What a Mean AI Bot Can Do

• https://arxiv.org/pdf/2305.15324.pdf

HPE Discover Recap

• https://www.forbes.com/sites/patrickmoorhead/2023/06/26/hpe-further-highlights-greenlake-on-prem-cloud-through-at-discover-event/
• https://www.forbes.com/sites/moorinsights/2023/06/22/hpe-extends-its-enterprise-naas-leadership-at-discover-2023/
• https://twitter.com/MattKimball_MIS/status/1671289647769739264
• https://twitter.com/MattKimball_MIS/status/1671218196236619776
• https://twitter.com/MattKimball_MIS/status/1671295050670817280
• https://twitter.com/willtowntech/status/1671874959356882944?s=46&t=W46jiq63kgn_RPDlW_rmJQ

IBM’s 1st Quantum Data Center in Europe

• https://newsroom.ibm.com/2023-06-06-IBM-to-Build-its-First-European-Quantum-Data-Center-to-Serve-Expanding-Ecosystem

Infrastructure is not Commoditized

• https://www.forbes.com/sites/moorinsights/2023/06/30/analyst-quick-take-oracle-database-on-arm/?sh=6c3d50e26139
• https://aibusiness.com/verticals/dell-hpe-lenovo-and-nvidia-tout-ai-hardware-solutions-to-enterprises-

IonQ’s Swiss Quantum Data Center

• https://investors.ionq.com/news/news-details/2023/IonQ-and-QuantumBasel-Partner-to-Achieve-Future-Quantum-Advantages-With-Deployment-of-Two-Generations-of-IonQ-Quantum-Systems-in-Europe/default.aspx

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 this week as we discuss AI's summary capabilities for Webex announced at Cisco Live, HP Poly's new AI-powered devices and updates, and Avaya's C-suite announcement and strong emergence from restructuring. This week’s Hot or Not? topic: The growing trend of the four-day workweek in the modern workplace. Tune in for insightful conversations on the latest developments shaping the way we work.

Cisco Live 2023 - New Webex AI Summary Capabilities

• https://moorinsightsstrategy.com/research-notes/cisco-live-powerful-new-summarization-capabilities-introduced-for-cisco-webex/
• https://twitter.com/PatrickMoorhead/status/1666480853692678145
• https://www.forbes.com/sites/patrickmoorhead/2023/06/07/cisco-systems-strives-to-bring-simplicity-to-hybrid-multicloud-networking-security-and-observability/

HP Poly Announced AI Enhanced Devices and Software

• https://www.forbes.com/sites/moorinsights/2023/06/15/hp-poly-unveils-ai-powered-on-device-solutions-for-hybrid-collaboration-at-infocomm-2023/
• https://press.hp.com/us/en/press-releases/2023/poly-strengthens-hybrid-ecosystem.html

Avaya Stacks The C-Suite

• https://twitter.com/MelodyBrue/status/1669736484163690496
• https://www.avaya.com/en/about-avaya/newsroom/pr-us-230616/

Hot or Not? 4-Day Work Week

• https://fortune.com/2023/06/13/remote-work-4-day-workweek-ai-artificial-intelligence-jefferies-predictions/
• https://thehill.com/business/4052078-more-than-half-of-us-employers-ready-to-try-four-day-workweek/

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.

AMD Datacenter & AI Day

• https://www.amd.com/en/newsroom/press-releases/2023-6-13-amd-expands-4th-gen-epyc-cpu-portfolio-with-leader.html
• https://www.forbes.com/sites/patrickmoorhead/2023/06/14/amd-laid-the-groundwork-for-big-hyperscaler-ai-accelerator-play-in-the-future/?sh=792f6d6649fe

Lenovo EMEA Analyst Summit

• https://news.lenovo.com/pressroom/press-releases/lenovo-brings-ai-to-data-with-comprehensive-portfolio

Cisco Live U.S. 2023

• https://www.forbes.com/sites/moorinsights/2023/06/09/unwrapping-the-payload-from-cisco-live-us-2023-announcements/
• https://www.forbes.com/sites/patrickmoorhead/2023/06/07/cisco-systems-strives-to-bring-simplicity-to-hybrid-multicloud-networking-security-and-observability/?sh=4d8c695d3c59

Get Ready to Ramp up DevOps - Quantum is on the Move

• https://www.forbes.com/sites/moorinsights/2023/06/14/ibms-latest-research-paper-signals-a-new-era-of-quantum-computing-is-here/
• https://www.forbes.com/sites/moorinsights/2023/06/02/a-quantum-leap-in-ai-ionq-aims-to-create-quantum-machine-learning-models-at-the-level-of-general-human-intelligence/
• https://www.forbes.com/sites/moorinsights/2023/05/22/jpmorgan-chase-and-qc-ware-collaborate-on-quantum-finance-breakthrough-in-deep-hedging/

Zscaler Zenith Live 2023

• https://twitter.com/WillTownTech/status/1669357094410272772?s=20

Catastrophic AI Events - What Do You Do?

• NIST: https://doi.org/10.6028/NIST.AI.100-1
• https://arxiv.org/ftp/arxiv/papers/2206/2206.08966.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.

On this episode of the Moor Insights & Strategy Insider Podcast, host Patrick Moorhead is joined by Dr. Jay Gambetta, IBM Fellow and Vice President of IBM Quantum. Their conversation covers:

• The recently published paper in the journal Nature from IBM and Berkeley that proves a noisy yet powerful quantum system of today was able to solve a complex problem that a supercomputer could not.
• How the results of the paper show a clear path toward useful quantum computing in industry and demonstrate the power of combining error mitigation with 100+ qubit quantum computers.
• What sets the results of this study apart from other newsworthy calculations done by quantum computers.
• What enabled IBM — and no one else — to obtain results like these.
• What is available right now to IBM clients.
• How these results are related to the idea of "quantum advantage."
• What's next for IBM Quantum.

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

Join Moor Insights & Strategy's Patrick Moorhead and Melody Brue as they explore all things modern work, including the latest tools, trends, and trajectories for the "next normal" in the workplace. 

We dropped it like it was hot. Now we're picking it back up for Episode 2! 

• Recap of the podcast and topics: All the tools, trends, and trajectories for the "next normal" in modern work
• What we'll cover over the next few episodes
• Generative AI
• Hybrid trends
• Productivity tools
• The Six-Five Summit 

More Productivity AI this week 

Microsoft Build 

• Copilots and plugins 
• Targeted use cases and UX refinement for developers and consumers
• Less toggling, more focused work

Zoom’s Anthropic Partnership and Investment 

• A federated approach to AI 
• https://www.forbes.com/sites/moorinsights/2023/05/19/zoom-aims-to-supercharge-productivity-with-claude-llm-and-a-federated-approach-to-ai/ 

Meetings are Time and Energy Suckers

• There's AI for that 

Hot or Not - Zooming While Zooming

Six Five Summit

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.

IBM Launches Quantum Safe Preparations

• https://www.forbes.com/sites/moorinsights/2023/05/10/ibm-quantum-safe-technology-protects-data-from-encryption-busting-attacks-by-next-generation-quantum-computers/

Cisco Announces Intent to Acquire Armorblox to Bolster its Security Capabilities with Generative AI

• https://twitter.com/WillTownTech/status/1664314376608792596?s=20

IBM Announces Watsonx AI for Enterprise

• https://www.ibm.com/watsonx
• https://www.forbes.com/sites/moorinsights/2023/02/23/ibm-built-a-giant-ai-supercomputer-in-the-cloud-to-train-its-massive-ai-models/
• https://www.forbes.com/sites/moorinsights/2023/02/13/ibm-demonstrates-groundbreaking-artificial-intelligence-research-using-foundational-models-and-generative-ai/
• https://www.forbes.com/sites/patrickmoorhead/2023/05/25/ibm-shows-its-full-stack-generative-ai-offering-could-be-a-force-to-reckon-with/

Dell Tech World 2023 Recap

• https://www.forbes.com/sites/moorinsights/2023/05/31/dell-techworld-2023---security-ai-and-multicloud/?sh=396b9fb3a87b

Cisco Extends its Full-Stack Observability Capabilities with AppDynamics and ThousandEyes Integrations

• https://twitter.com/WillTownTech/status/1664315894778953735?s=20

NVIDIA Announces MGX at Computex

• https://www.nvidia.com/en-us/data-center/products/mgx/
• https://twitter.com/StreetSignsCNBC/status/1663052964070817792?s=20

VAST Data is Continuing its Season of Partnerships with NVIDIA

• https://www.forbes.com/sites/moorinsights/2023/06/02/vast-data-continues-to-expand-its-reach-through-partnerships/?sh=87524229523c
• https://vastdata.com/blog/democratizing-ai-for-the-enterprise-with-nvidia-dgx-superpod-and-vast

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.

Exciting news! The Hot Desk Podcast has officially launched! Join Moor Insights & Strategy's Patrick Moorhead and Melody Brue as they explore all things modern work, including the latest tools, trends, and trajectories for the "next normal" in the workplace. 

In this first episode, we're talking about:

New Desk, Who Dis?

Zoholics

Box.com Announces Box AI For Enterprise Content

Microsoft Bing Goes Open Preview

Hot or Not? Video Call Centers

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.