We are live for episode 27 of the Hot Desk Podcast with Melody Brue and Robert Kramer.

Adobe Earnings

Databricks

• https://www.databricks.com/company/newsroom/press-releases/introducing-databricks-aibi-intelligent-analytics-real-world-data

InfoComm

• HP Poly: https://moorinsightsstrategy.com/the-six-five/the-future-of-workplace-collaboration-six-five-in-the-booth-at-infocomm-2024/
• Shure: https://www.shure.com/en-US/conferencing-meetings/infocomm
• BrightSign: https://www.brightsign.biz/markets/entertainment-venues/

SAP Sapphire

• https://news.sap.com/2024/06/sap-sapphire-news-business-ai-enterprise-cloud-portfolio-cutting-edge-partnerships/
• https://news.sap.com/2024/06/joule-microsoft-copilot-unified-work-experience/

Cisco Live

• https://www.linkedin.com/posts/melodybrue_one-of-my-favorite-parts-of-big-tech-conferences-activity-7203872187026489346-q-dU?utm_source=share&utm_medium=member_desktop
• https://www.forbes.com/sites/moorinsights/2024/06/11/cisco-finds-its-ai-hyperdrive-at-cisco-live-us-2024/

Zoholics

• https://www.zoho.com/news/zoho-announces-early-access-to-crm-for-everyone.html?zwcDate=june%205,%202024
• https://moorinsightsstrategy.com/the-six-five/philosophy-conviction-and-culture-the-distinctive-edge-of-zoho-six-five-on-the-road/
• https://moorinsightsstrategy.com/the-six-five/zohos-business-impact-from-smb-to-enterprise/
• https://moorinsightsstrategy.com/the-six-five/how-improving-employee-satisfaction-elevates-customer-experience-six-five-on-the-road/

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 Marc Fredman, SVP, Chief Strategy Officer, CCC Intelligent Solutions. Technology is progressing at an accelerating rate, with previously unimaginable possibilities being unlocked daily through the power of cloud computing, artificial intelligence, wireless connectivity, and other innovations. But the way we think about technology, and how it can be maximally applied to elevate human experiences, has not kept up. Intelligent Experience from CCC Intelligent Solutions delivers the optimal, orchestrated outcome for any technological experience tailored to serve many individuals while balancing a wide variety of often competing factors such as cost, profitability, customer experience, and employee effectiveness. Intelligent Experience is achieved by systematically applying a platform-based approach to data, technology ecosystems, and AI at unprecedented scale.

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!

Nutanix Is Moving & Shaking With Dell & Lenovo

• https://moorinsightsstrategy.com/research-notes/nutanix-and-dell-partner-for-hybrid-multi-cloud-solutions/

Dell Tech World Networking & Edge Updates

• https://x.com/WillTownTech/status/1792969229245001981

SB1047 Dangerous To AI

• https://legiscan.com/CA/text/SB1047/2023B1047
• https://x.com/Moor_Quantum/status/1791955456304226748

Microsoft Build - Cobalt Is My CoPilot

• https://techcommunity.microsoft.com/t5/azure-compute-blog/announcing-the-preview-of-new-azure-vms-based-on-the-azure/ba-p/4146353

IBM Introduces Concert

• https://moorinsightsstrategy.com/research-notes/ibm-concert-aims-to-supercharge-enterprise-operations-through-ai/

AI Reads Your Brain

• https://doi.org/10.1038/d41586-024-01451-4

Earnings Season Is In Full Flight

• https://www.linkedin.com/feed/update/urn:li:activity:7201683734104875008/
• https://www.linkedin.com/feed/update/urn:li:activity:7201682139472408576/
• https://www.linkedin.com/feed/update/urn:li:activity:7202054443914178562/

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

ServiceNow

• https://www.forbes.com/sites/moorinsights/2024/05/20/servicenows-bold-gambit-to-become-the-platform-of-platforms/?ss=cloud&sh=23e43d004524

Microsoft Build

• https://blogs.microsoft.com/blog/2024/05/21/whats-next-microsoft-build-continues-the-evolution-and-expansion-of-ai-tools-for-developers/

IBM Think

• https://www.ibm.com/blog/announcement/data-product-hub/

Salesforce Connection

• https://www.salesforce.com/news/press-releases/2024/05/22/einstein-copilot-marketing-commerce-news/

Zoom Perspectives

• https://www.linkedin.com/posts/melodybrue_in-flight-from-nyc-to-la-with-thoughts-activity-7199278451130814464-ZJnT

Canva Create

• https://www.linkedin.com/posts/melodybrue_whirlwind-day-at-canva-create-i-have-so-activity-7199617631006433280-qQaP

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 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.