In this episode of the Moor Insights & Strategy Insider Podcast, Will Townsend, VP & Principal Analyst and Head of their Networking and Security Practices engages in an insightful discussion with Soni Jiandani of AMD on the transformative role of Data Processing Units (DPUs) in modern datacenters.

As enterprises grapple with the demands of AI-driven workloads, traditional datacenter infrastructure faces unprecedented challenges. This conversation explores how AMD Pensando is setting itself apart in a competitive market, providing robust solutions that address scalability, power efficiency, security, and the need for continuous operations.

Their conversation covered:

• Understanding DPUs: What they are and how they unlock value in modern datacenters.

• AMD Pensando Differentiation: Architectural innovations, power efficiency, advanced networking functions, security features, and full backward compatibility.

• AMD & HPE Aruba Networking Collaboration: Insights into the development and impact of the Aruba CX10000 Series switch, with a real-world example of its ROI and operational efficiency gains.

For more insights on how AMD Pensando is supercharging the modern datacenter, download the recently commissioned research paper by Moor Insights & Strategy here.

New GTT Podcast Alert! Qualcomm Puts Snapdragon Front and Center at the Manchester United Tour! Qualcomm CMO Don McGuire joins Melody Brue, Robert Kramer, and Anshel Sag at Snapdragon Stadium to discuss the tech and business value behind driving brand recognition and more. 

Also, check out today’s Community Shield game, where Manchester United plays Manchester City. Qualcomm and Microsoft are showcasing their strategic partnership by featuring the Copilot+ PC logo on Manchester United's kits for the first time. The collaboration with Microsoft to highlight the Copilot+ PC logo on the back of the Manchester United kit is a testament to the strong partnership with Microsoft and its recognition of Qualcomm as a key strategic partner for the future of PCs. The Snapdragon X Series processors exclusively power the next-gen Copilot+ PCs. 

We're LIVE for Ep 32 of the MI&S Hot Desk Podcast: 

Join Robert Kramer, Melody Brue for a rundown of what's up this week in enterprise apps, data security. We’re talking Canva’s acquisition, $MSFT earnings, Adobe creative campuses, Commvault, Crowdstrike and Blue Yonder.

Canva Set to Acquire Leonardo.AI 

https://www.linkedin.com/posts/melodybrue_canva-has-announced-its-intent-to-acquire-activity-7224061245996285952-LG-7?utm_source=share&utm_medium=member_desktop

https://www.canva.com/newsroom/news/leonardo-ai/

Microsoft Q4 2024 Earnings

https://moorinsightsstrategy.com/research-notes/microsoft-q4-fy2024-earnings-show-strong-copilot-adoption-and-teams-growth/

https://x.com/MelodyBrue/status/1818414106325762408

Adobe CSU 

https://business.adobe.com/customer-success-stories/csu-case-study.html

https://moorinsightsstrategy.com/mis-weekly-analyst-insights-week-ending-august-2-2024/

Commvault

https://www.prnewswire.com/news-releases/commvault-announces-fiscal-2025-first-quarter-financial-results-302209156.html

Crowdstrike

https://www.forbes.com/sites/moorinsights/2024/07/23/crowdstrike-it-outage-highlights-need-for-tighter-operational-updates/ 

SCM - Blue Yonder and Sustainability

https://media.blueyonder.com/blue-yonder-acquires-one-network-enterprises-to-unlock-an-agile-interconnected-supply-chain-ecosystem/

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!

CrowdStrike IT Outage Post Mortem

https://x.com/WillTownTech/status/1818628352749580549

AI Immunity Warriors

https://www.news-medical.net/news/20240731/AI-reprograms-glioblastoma-cells-into-dendritic-cells-for-cancer-immunotherapy.aspx

AMD Crushes The Datacenter With EPYC and MI300

https://www.linkedin.com/feed/update/urn:li:activity:7224395591462612992/

HPE Achieves EU Unconditional Regulatory Approval For Juniper Acquisition

https://www.networkworld.com/article/3480325/eu-clears-hpes-14-billion-juniper-acquisition.html

A New Quantum Toolbox

https://www.quantinuum.com/news/introducing-quantinuum-nexus-our-all-in-one-quantum-computing-platform

The Secret Weapon Of The Datacenter

https://moorinsightsstrategy.com/research-notes/is-arm-neoverse-the-datacenters-secret-weapon/

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 31 of the Hot Desk Podcast with Melody Brue and Robert Kramer for a rundown of what's up this week in enterprise apps, collab, and data security.

SAP Q2 2024 Earnings

https://www.linkedin.com/posts/jasontandersen_another-solid-quarter-for-sap-who-reaffirmed-activity-7221281901074939904-VSuT?utm_source=share&utm_medium=member_desktop

IBM Q2 2024 Earnings 

https://www.linkedin.com/posts/jasontandersen_2q24-earnings-from-ibm-come-in-at-a-beat-activity-7222023618245861377-o_FD?utm_source=share&utm_medium=member_desktop

Alphabet (GOOG/GOOGL) Earnings

Salesforce & Workday Partnership 

https://www.salesforce.com/news/press-releases/2024/07/24/workday-employee-service-agent/

AI Journey in CRMs 

https://www.forbes.com/sites/moorinsights/2024/07/24/3-reasons-to-start-an-ai-journey-in-your-crm/

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.

Join us for another Game Time Tech Podcast! Special guest Will Townsend joins Melody Brue and Robert Kramer to discuss private 5G at the Olympics and Orange and Cisco's winning play.

NBC Sports to Utilize Cisco for its Production in Paris

https://www.nbcsports.com/pressbox/press-releases/nbc-sports-selects-networking-provider-for-its-production-of-2024-olympic-paralympic-games-in-paris

https://24hourjournal.substack.com/p/cisco-partners-with-other-paris-olympic

Orange Spurns Slicing and Opts for Cisco Private 5G at Olympics

https://www.lightreading.com/5g/orange-spurns-slicing-and-opts-for-cisco-private-5g-at-olympics

Reference Articles: 

https://moorinsightsstrategy.com/research-notes/cisco-triples-down-on-observability-with-splunk-acquisition/ by Will Townsend

https://moorinsightsstrategy.com/three-sport-and-entertainment-venues-that-understand-the-value-of-connectivity/ by Will Townsend

https://moorinsightsstrategy.com/research-notes/cota-leans-into-connectivity-to-fuel-the-fan-experience/ by Will Townsend

The Game Time Tech Podcast is a Moor Insights & Strategy Six Five Media production.

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!

Juniper Claims The First AIOps Enablement Of WAN Routing

https://investor.juniper.net/investor-relations/press-releases/press-release-details/2024/Juniper-Networks-Brings-Industrys-First-and-Only-AIOps-to-WAN-Routing-Delivering-AI-Native-Insight-for-Exceptional-Experiences/default.aspx

Oracle Exadata Exascale Democratizes Enterprise Data Management

https://siliconangle.com/2024/07/11/oracle-offers-shared-exadata-service-dramatically-lower-cost-full-instances/

I Double Decrypt Dare You

https://research.ibm.com/blog/quantum-safe-roadmap

HPE Helps Nice Brazil Unify Branch And Datacenter Connectivity

https://www.hpe.com/us/en/newsroom/press-release/2024/07/nice-brazils-manufacturing-facility-optimizes-production-with-hpe-aruba-networking-to-deploy-iot-enabled-industrial-network.html

AWS Launches Graviton4 - Why This Is A Big Deal For Enterprise IT

https://aws.amazon.com/blogs/aws/aws-graviton4-based-amazon-ec2-r8g-instances-best-price-performance-in-amazon-ec2/

Brains For Bots

https://arxiv.org/html/2404.03325v1

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 30 of the Hot Desk Podcast with Melody Brue and Robert Kramer for a rundown of what's up this week in enterprise apps, collab, and data security.

Zoho Solo 

https://www.zoho.com/solo/

AI-Powered Oracle Clinical Digital Assistant

https://www.oracle.com/news/announcement/ai-powered-oracle-clinical-digital-assistant-transforms-interactions-between-practitioners-and-patients-2024-06-24/

SAP RISE Accelerates Transformation Processes with AI

https://news.sap.com/2024/07/ai-available-rise-with-sap-commercial-packages/

RingCentral and Vodafone Expand Partnership to Offer Contact Center Solution

https://www.ringcentral.com/whyringcentral/company/pressreleases/vodafone-business-expands-global-communications-offerings-to-include-ringcentral-s-native-contact-center-solution-ringcx.html

Google to Enhance Security with Wiz

https://news.crunchbase.com/cybersecurity/google-cybersecurity-startup-wiz-venture-unicorn

Security concerns AT&T, Rite-Aid – reassessing cybersecurity priorities

https://www.cybersecuritydive.com/news/att-cyberattack-snowflake-environment/721235/

https://www.securityweek.com/rite-aid-says-hack-impacts-2-2m-people-as-ransomware-gang-threatens-to-leak-data/

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.

Join us for another Game Time Tech Podcast! Anshel Sag is back with Melody Brue and Robert Kramer for a sneak peek at T-Mobile's 5G upgrades and new fan experiences for the MLB All-Star Game, and more!  

The Game Time Tech Podcast is a Moor Insights & Strategy Six Five Media production. 

T-Mobile Upgrades for MLB All-Star Week

https://www.t-mobile.com/news/network/t-mobile-network-upgrades-all-star-week-2024

T-Mobile Fan Experiences 

https://www.t-mobile.com/news/network/t-mobiles-5g-network-unlocks-new-fan-experiences-at-mlb-all-star-week

https://www.coliseum-online.com/t-mobile-on-call-at-mlb-all-star-week/

https://www.sportstravelmagazine.com/2024-all-star-game-brings-major-league-baseballs-spotlight-back-to-arlington/

Arlington Prepares for 2026 FIFA World Cup 

https://fortworthreport.org/2023/09/27/arlington-regional-officials-consider-local-funds-to-pay-for-world-cup-improvements/ 

https://fortworthreport.org/2024/02/04/att-stadium-falls-short-of-scoring-world-cup-final/ 

Zoom MLB Replay Center 

https://www.zoom.com/en/blog/zoom-and-mlb/

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 29 of the Hot Desk Podcast with Melody Brue and Robert Kramer.

IBM at Wimbledon 

https://www.linkedin.com/posts/melodybrue_ibm-serves-new-generative-ai-features-at-activity-7215655729595080704-QxN7?utm_source=share&utm_medium=member_desktop

https://www.ibm.com/sports/wimbledon

AWS Summit 2024 NYC

AWS Democratizing Data and AI

https://aws.amazon.com/blogs/aws/top-announcements-of-the-aws-summit-in-new-york-2024-2/

https://aws.amazon.com/blogs/machine-learning/empowering-everyone-with-genai-to-rapidly-build-customize-and-deploy-apps-securely-highlights-from-the-aws-new-york-summit

https://www2.deloitte.com/us/en/pages/about-deloitte/articles/press-releases/deloitte-launches-gen-ai-accelerator-program-with-aws.html#

Avaya CEO Transition 

https://www.avaya.com/en/about-avaya/newsroom/pr-us-240710/ 

Zoho Apptics

https://www.zoho.com/blog/apptics/introducing-zoho-apptics-application-analytics-solution.html 

What’s coming up? 

Robert

Mel

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.