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  • The Enterprise is a cutting-edge weekly podcast designed for technology executives and IT decision makers, hosted by Moor Insights & Strategy analysts Melody Brue and Robert Kramer. In this first episode, Melody and Robert take a look at some of the important innovations in 2024 and what they expect to see in 2025.

    Podcast Overview and Key Discussion Topics
    The weekly podcast will dive deep into critical enterprise technology domains, including:

    - Enterprise Resource Planning: Latest innovations in ERP systems
    - Supply Chain Management (SCM): Strategies for optimizing global operations and leveraging cloud and AI
    - Modern Workplace Technologies: Tools and platforms transforming business collaboration and HR/HCM
    - Data Management: Insights into enterprise data intelligence and analytics
    - Emerging Technologies: AI, machine learning, automation, and their impact on business operations

    The Enterprise provides actionable insight for technology leaders, covering:
    - Cutting-edge enterprise software trends
    - Strategic technology adoption strategies
    - Real-world case studies and implementation approaches
    - Expert analysis from seasoned technology analysts

    Tune in weekly to stay ahead of the rapidly evolving enterprise technology landscape.

  • Generative AI and next-gen applications are transforming the tech landscape, demanding unprecedented levels of innovation. As data grows exponentially, our tech stacks must evolve, from the cloud to data centers and network edges. To unlock the full potential of AI, custom, purpose-built silicon is essential—offering performance, power efficiency, and scalability that traditional solutions simply can’t match.

    In an engaging conversation, Will Townsend delves into this transformative topic, exploring the evolution, impact, and future of custom silicon with insights from Marvell Technology’s Sandeep Bharathi, Chief Development Officer, and Will Chu, SVP & GM of Custom Compute and Storage.

    💡 Key Highlights:

    Why Custom Silicon?
    Hyperscalers and enterprises are adopting custom silicon to keep pace with massive workloads. With Moore's Law slowing, custom silicon enables leapfrog performance and power efficiency.

    Defining Custom Silicon – Marvell outlines a spectrum:
    - Greenfield designs with unique IP
    - Optimized chips with enhanced cores
    - New device lines supporting diverse customers (e.g., AI accelerators, CXL, NICs).

    The Benefits of Custom Silicon
    Investment protection, programmability, and unmatched performance per watt are just a few—especially critical for power-hungry AI workloads.

    Marvell’s Vision for the Future
    Cutting-edge advancements like 3.5D, optical integration, new materials, and multivendor chipsets are paving the way for the next wave of innovation.

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  • Welcome to this week’s edition of “MI&S Datacenter Podcast.” Join Moor Insights & Strategy co-hosts Matt, Will, and Paul as they analyze the week’s top datacenter and datacenter edge news. They talk compute, cloud, security, storage, networking, operations, data management, AI, quantum, and more!

    We will be talking on this week’s show about:

    Can Extreme Networks Vie for Share in 2025?

    https://www.extremenetworks.com/resources/blogs/introducing-extreme-platform-one

    Do We Really Know How To Do It?

    https://blog.samaltman.com/reflections

    Oracle Exadata X11M - The Real Data Platform

    https://www.oracle.com/news/announcement/oracle-introduces-exadata-x11m-platform-2025-01-07/

    Microsoft Betting Big on AI Data Centers in 2025

    https://blogs.microsoft.com/on-the-issues/2025/01/03/the-golden-opportunity-for-american-ai/

    Entangled Ambitions

    https://investors.ionq.com/news/news-details/2025/IonQ-Completes-Acquisition-of-Qubitekk-Solidifying-Leadership-in-Quantum-Networking/default.aspx

    Dell Embraces OCP

    https://moorinsightsstrategy.com/research-papers/evaluation-of-open-compute-modular-hardware-specification/

    Getting To Know The Team

    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.” Join Moor Insights & Strategy co-hosts Matt, Will, and Paul as they analyze the week’s top datacenter and datacenter edge news. They talk compute, cloud, security, storage, networking, operations, data management, AI, quantum, and more!

    We will be talking on this week’s show about:

    HPE Q4FY24 Earnings

    https://x.com/WillTownTech/status/1864787679906291962

    Willow: A Window On The Multiverse?

    https://blog.google/technology/research/google-willow-quantum-chip/

    Cloud - The New Silicon Giants
    https://moorinsightsstrategy.com/research-notes/some-thoughts-on-aws-reinvent-aws-silicon-and-q-developer/

    Observability As A VMware Ripcord?

    https://www.forbes.com/sites/moorinsights/2024/12/05/the-power-of-deep-observability-in-facilitating-vmware-migrations/

    It Sees What I See

    https://www.microsoft.com/en-us/microsoft-copilot/blog/2024/12/05/copilot-vision-now-in-preview-a-new-way-to-browse/

    Storage Is Cool Again

    https://moorinsightsstrategy.com/research-notes/modernizing-your-datacenter-start-with-storage/

    Getting To Know Us - Ghost of Christmas Past

    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.

  • Tune in to the latest episode of the Game Time Tech Podcast as Melody Brue and Robert Kramer host special guest Julie Souza, head of AWS’s Global Sports Strategy.

    In this episode, we explore:

    The three pillars of sports innovation: Performance Data & Analytics, Media Management, and Fan Engagement – and how AWS is driving progress in each area.
    AWS and the NFL: Cool tech collaborations, from player health and safety (including the Digital Athlete portal) to Next Gen Stats and the exciting potential of generative AI. Impact on the field and beyond: How cloud technology is changing the game for teams, broadcasters, and fans, including injury reduction, rule changes, and new ways to engage with the sport. The Seattle Seahawks partnership: A deep dive into how the Seahawks are using generative AI to enhance content creation and fan engagement. The future of sports tech: What's next for AWS in the world of sports, including globalization and live cloud production. Behind the scenes at AWS Sports: Julie shares unique insights and a fun story from the early days of implementing tracking technology in the NHL.

    Key Takeaways:

    Data is king in sports, and AWS is helping teams and leagues unlock its full potential. AI is transforming everything from player safety to fan engagement. Cloud technology is making sports more efficient, accessible, and sustainable. Partnerships between AWS and sports organizations are driving innovation and creating new possibilities for the future of sports.
  • Welcome to this week’s edition of “MI&S Datacenter Podcast.” Join Moor Insights & Strategy co-hosts Matt, Will, and Paul as they analyze the week’s top datacenter and datacenter edge news. They talk compute, cloud, security, storage, networking, operations, data management, AI, quantum, and more!

    We will be talking on this week’s show about:

    Little AI Guys

    https://www.microsoft.com/en-us/research/articles/magentic-one-a-generalist-multi-agent-system-for-solving-complex-tasks/

    Supercomputing Goes Mainstream

    https://www.linkedin.com/feed/update/urn:li:activity:7264651754347085825/

    https://www.linkedin.com/feed/update/urn:li:activity:7265018456003997696/

    2 Dozen Logical Qubits

    https://atom-computing.com/high-fidelity-gates-and-the-worlds-largest-entangled-logical-qubit-state/

    https://www.forbes.com/sites/moorinsights/2024/01/25/microsoft-uses-ai-and-hpc-to-analyze-32-million-new-materials/lion-new-materials/

    Chips & Chips & Chips At Microsoft Ignite

    https://www.datacenterknowledge.com/cloud/microsoft-ignite-2024-new-azure-data-center-chips-unveiled

    Getting To Know Us - The Thanksgiving Edition

    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.” Join Moor Insights & Strategy co-hosts Matt, Will, and Paul as they analyze the week’s top datacenter and datacenter edge news. They talk compute, cloud, security, storage, networking, operations, data management, AI, quantum, and more!

    We will be talking on this week’s show about:

    Juniper’s Mining For GenAI Gold

    https://x.com/WillTownTech/status/1852296047806066826

    What To Make Of Semiconductor Earnings?

    https://www.linkedin.com/feed/update/urn:li:activity:7257130388483919872/

    https://www.intc.com/news-events/press-releases/detail/1716/intel-reports-third-quarter-2024-financial-results

    Granite 3.0 Rocks

    https://www.forbes.com/sites/moorinsights/2024/10/25/ibms-new-granite-30-ai-models-show-strong-performance-on-benchmarks/

    Open The Cisco AI POD Bay Doors Hal

    https://x.com/WillTownTech/status/1851493750461075694

    OCI’s Unique Path To Growth

    https://www.linkedin.com/feed/update/urn:li:activity:7255962768703434752/

    Dry Watermarks For AI

    https://doi.org/10.1038/d41586-024-03462-7

    Our Top 3 List

    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.

  • Melody Brue, Robert Kramer, and Anshel Sag are back for the Game Time Tech Pod to discuss the hottest topics in sports tech: money ball, marketable athletes, plus Meta, Lenovo, Qualcomm, and T-Mobile’s latest partnerships.

    Join us for insights on the dollars and sense behind technology in the sports industry!

    Money Ball! Finance & Accounting departments championing sports investments

    Meta's recent partnership with Wrexham AFC

    https://www.meta.com/blog/quest/wrexham-afc-women-sports-soccer-football/

    The updated SportsPro "50 Most Marketable (50MM) Athletes" evaluation framework incorporates key trends to assess athletes’ marketability more comprehensively.

    https://www.sportspromedia.com/insights/opinions/marketable-athletes-sports-marketing-trends-northstar-50mm-2024/#:~:text=7.,AR

    https://50mm.sportspro.com/athletes/

    15 years of 50 Most Marketable: What SportsPro’s ranking reveals about the evolution of athlete marketability

    https://www.sportspromedia.com/insights/features/most-marketable-athletes-ranking-evolution-kohli-lebron-neymar-clark-50mm-2024/

    Lenovo Tech World 2024 - Expanding F1 partnership and new FIFA Global Partnership including World Cup

    https://news.lenovo.com/pressroom/press-releases/official-fifa-technology-partner-tw2024/

    https://www.mlb.com/press-release/press-release-chicago-cubs-announce-motorola-as-official-jersey-patch-partner

    https://motorolanews.com/motorola-x-san-diego-padres-announce-first-official-mlb-jersey-patch-partnership/

    Qualcomm Snapdragon Summit - Toto Wolff and Mercedes F1 Partnership

    https://www.qualcomm.com/news/onq/2024/10/glimpse-into-the-future-of-the-car-takeaways-from-day-2-snapdragon-summit-2024

    T-Mobile and McLaren Partnership - 5G connectivity and more

    https://www.mclaren.com/racing/partners/t-mobile/mclaren-racing-and-t-mobile-announce-united-states-focused-partnership-with-the-mclaren-formula-1-team/

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

    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.

  • It’s episode 37 of the MI&S Hot Desk Podcast! Join Robert Kramer & Melody Brue for a rundown of what’s been happening on the road over the past few weeks with Cadence Fem.AI Summit, Microsoft, Miro, Zoomtopia, AdobeMAX, IBM, Infor, LogicMonitor, Teradate and AWS.

    Cadence Fem.AI Summit

    https://www.forbes.com/sites/moorinsights/2024/10/10/cadence-launches-femai-to-close-the-ai-gender-gap/

    https://www.linkedin.com/posts/melodybrue_last-week-i-had-the-pleasure-of-attending-activity-7250278006756106243-bQEs

    https://www.linkedin.com/posts/melodybrue_last-week-i-had-the-pleasure-of-attending-activity-7250278006756106243-bQEs

    https://www.linkedin.com/posts/melodybrue_cadencefemai-activity-7246928239212797953-cLkc

    Microsoft Industry AI Summit

    Miro Innovation Workspace

    https://www.linkedin.com/posts/melodybrue_miro-introduces-the-innovation-workspace-activity-7249426724726194176-YzUs

    Zoomtopia

    https://news.zoom.us/zoomtopia-2024-unveiling-ai-first-work-platform-innovations/

    https://x.com/MelodyBrue/status/1844064035127558631

    AdobeMAX Content Credentials Web App:

    https://www.forbes.com/sites/moorinsights/2024/10/16/adobe-debuts-free-web-app-to-fight-misinformation-and-protect-creators/

    https://www.linkedin.com/posts/melodybrue_adobemax-activity-7251691142193262592-EWkr

    Infor

    https://www.multivu.com/infor/9277851-en-infor-targets-business-velocity-added-process-mining-esg-genai-capabilities

    Logicmonitor

    https://www.logicmonitor.com/press/topgolf-enhances-player-experience-with-logicmonitor-driving-to-50-billion-balls-hit-by-2025

    Teradata

    https://www.teradata.com/press-releases/2024/teradata-possible-2024-los-angeles-brings-to

    AWS

    https://moorinsightsstrategy.com/game-time-tech/game-time-tech-ready-for-some-tech-driven-football-nfl-2024-2025-tech/

    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.

  • Game Time Tech is ready for some (tech-driven) football! Join GTT hosts Melody Brue and Robert Kramer to discuss the tech on display for the 2024-2025 NFL season with special guest Jason Andersen. We’re talking AWS, Cisco, Sony Electronics, Cadence Design Systems, and more!

    AWS

    https://press.aboutamazon.com/2024/10/seattle-seahawks-announce-multi-year-partnership-extension-with-amazon-web-services

    https://aws.amazon.com/blogs/media/how-ai-is-streamlining-seahawks-game-day-coverage/

    https://aws.amazon.com/sports/nfl/seattle-seahawks/

    Cisco

    https://newsroom.cisco.com/c/r/newsroom/en/us/a/y2024/m10/nfl-and-cisco-expand-partnership-to-connect-and-protect-nfl-international-games.html

    Sony

    https://electronics.sony.com/sonyxnfl

    Cadence

    https://www.cadence.com/en_US/home/company/niners-partnership.html

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

    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 144th episode of The G2 on 5G, Anshel and Will Cover:

    EdgeQ’s 5G base station on a-chip - can it bring disruption to the RAN? AST SpaceMobile leases 850 and 800 MHz spectrum from AT&T, following a successful two-way voice call test using BlueWalker 3 satellite Dish continues to churn subscribers - can its 5G postpaid service save the day? Singtel rolls out 5G MEC services with help from Microsoft, powered by Nvidia US Cellular uses ConnectX23 to speak to its 5G FWA success in low band - is there future upside? Verizon launches a $120 5G phone with TCL powered by MediaTek’s Dimensity 700
  • In this 207th episode of The G2 on 5G, Will Townsend and Anshel Sag cover:

    Chris Sambar’s Departure from AT&T SpaceX and T-Mobile’s Emergency Authorization Nokia and NTT’s Formal Partnership on Private 5G KT and Ktsat’s NTN Technology Breakthrough Predicting Apple’s Timeline Apple’s Strategic Launch of the iPhone SE Apple’s Modem Development Journey
  • 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!

    AMD Is Bringing Sexy Back To Networking

    https://x.com/WillTownTech/status/1844465726226301209

    OpenAI o1 Is PhD Smart

    https://openai.com/index/learning-to-reason-with-llms/

    Mo’ Cores Mo’ Cache - AMD PI

    https://www.amd.com/en/products/processors/server/epyc/9005-series.html

    Qualcomm Gets Edgy With Campus & Branch Connectivity Infrastructure

    https://x.com/WillTownTech/status/1843375274781749430

    Europe Gets A Quantum Data Center

    https://www.ibm.com/quantum/blog/europe-quantum-datacenter-software

    Mind The (AI) Gap - AMD PII

    https://www.amd.com/en/products/accelerators/instinct/mi300.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.

  • It’s Episode 36 of the Hot Desk Podcast. Melody Brue has Telco/5G SME guests Anshel Sag and WillTownsend to discuss Hurricane Helene disaster response, TMobile's first responder solutions, Verizon's relief grants, and how to help in Helene recovery. Come along!

    Hurricane Helene Disaster Relief

    T-Mobile: https://www.t-mobile.com/news/network/hurricane-helene

    AT&T https://about.att.com/pages/disaster-recovery/2024/storm-helene

    Verizon: https://www.verizon.com/about/news/hurricane-helene-updates

    T-Mobile First Responders Solutions - Can it Complement AT&T FirstNet?

    https://www.t-mobile.com/news/business/t-priority-network-slice-for-first-responders

    https://www.t-mobile.com/business/government/first-responders-connecting-heroes

    Verizon Disaster Relief Grants

    https://www.verizon.com/about/news/verizon-hurricane-helene-relief-grants

    Red Cross Donation

    https://www.redcross.org/donate/dr/hurricane-helene.html/

    Mobile option: Text REDCROSS to 90999 to donate

    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're live for Episode 35 of the MI&S Hot Desk Podcast. Join Robert Kramer and Melody Brue for a rundown of what's up this week in collaboration, CX, ERP & SCM, and Enterprise apps. In this episode we’re talking Verint Engage, Microsoft Dynamics, T-Mobile, Cohesity, Salesforce, Commvault, Box, and a little sports tech.

    Verint Engage

    https://x.com/MelodyBrue/status/1838312515148660859

    Microsoft Dynamics

    https://www.microsoft.com/en-us/dynamics-365/blog/it-professional/2024/09/25/announcing-end-of-support-for-dynamics-gp/

    Cohesity

    https://moorinsightsstrategy.com/research-papers/research-paper-cohesity-creates-a-new-data-security-powerhouse-through-veritas-deal/

    Commvault

    https://techcrunch.com/2024/09/24/commvault-acquires-data-backup-provider-clumio/

    Salesforce

    https://www.salesforce.com/news/stories/salesforce-signs-definitive-agreement-to-acquire-zoomin/

    Box Hubs Goes GA

    https://www.linkedin.com/posts/melodybrue_box-announces-general-availability-of-box-activity-7244868109914791937-ScKm?utm_source=share&utm_medium=member_desktop

    https://moorinsightsstrategy.com/research-notes/box-tackles-enterprise-content-management-and-discovery-with-box-hubs-and-ai/

    https://www.boxinvestorrelations.com/news-and-media/news/press-release-details/2024/Box-Announces-General-Availability-of-Box-Hubs-to-Revolutionize-Content-Publishing-in-the-Enterprise/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 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!

    Did Infoblox Crack The Code On Hybrid Multi-Cloud Management?

    https://x.com/WillTownTech/status/1839033352797495571

    Qubits For Kroners

    https://www.pensiondanmark.com/en/press/news/2024/pensiondanmark-invests-in-the-supercomputers-of-the-future/

    Intel Makes A Statement In The Datacenter

    https://www.intel.com/content/www/us/en/newsroom/news/next-generation-ai-solutions-xeon-6-gaudi-3.html#gs.f7uipm

    HPE Super Sizes AI With Aruba Central Updates

    https://x.com/WillTownTech/status/1838629239857320341

    CAPTCHA If You Can

    https://tik-db.ee.ethz.ch/file/7243c3cde307162630a448e809054d25/

    Making Storage Simple 101

    https://www.networkworld.com/article/3538618/pure-storage-brings-storage-as-a-service-to-files.html

    The Top 3 List - Getting To Know Us

    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're LIVE for Ep 34 of the MI&S Hot Desk Podcast: Join Robert Kramer & Melody Brue for a rundown of what's up this week in collaboration, CX, ERP & SCM, and a little sports tech. We’re talking lots of great stuff – Oracle, Salesforce, Zoho Analytics, ERP trends with IBM & Oracle, US Open, plus a preview of Mel’s new Webex Cisco Desk Pro.

    Cisco Desk Pro Video Conferencing Device

    https://www.webex.com/us/en/devices/desk-series/cisco-desk-pro.html

    Oracle CloudWorld

    https://www.oracle.com/news/

    https://www.linkedin.com/posts/robert-kramer-58239b22_cloudworld-suiteworld-mywheelhouse-activity-7239671357716795393-PwQr?utm_source=share&utm_medium=member_desktop

    https://x.com/MelodyBrue/status/1833604336116764874

    https://x.com/MelodyBrue/status/1833540500231754203

    NetSuite SuiteWorld

    https://www.netsuite.com/portal/company/newsroom.shtml

    https://moorinsightsstrategy.com/research-notes/research-note-how-netsuite-has-shaped-the-saas-and-cloud-erp-landscape/

    Salesforce – Dreamforce

    https://www.linkedin.com/posts/melodybrue_df24-activity-7241918042501193728-VpFa?utm_source=share&utm_medium=member_desktop

    https://www.linkedin.com/posts/patmoorhead_df24-activity-7241913485025050625-G-lR?utm_source=share&utm_medium=member_desktop

    https://www.linkedin.com/posts/robert-kramer-58239b22_erp-scm-df24-activity-7242274114827161601-qmvq?utm_source=share&utm_medium=member_desktop

    https://www.salesforce.com/news/stories/dreamforce-24-recap/

    Marc Benioff at World Economic Forum

    https://www.bloomberg.com/news/videos/2024-01-16/salesforce-s-benioff-on-building-trust-in-ai

    Zoho Analytics

    https://www.forbes.com/sites/moorinsights/2024/09/16/zoho-analytics-advances-self-service-bi-with-ai-powered-tools/

    https://www.businesswire.com/news/home/20240912570058/en/Zoho-Launches-AI-Rich-Highly-Extensible-Version-of-Zoho-Analytics-Democratizing-Self-Service-BI-to-Any-Persona-or-Business

    ERP - IBM and Oracle

    https://newsroom.ibm.com/2024-09-09-ibm-to-acquire-accelalpha,-leading-oracle-consultancy

    Robert Kramer’s ERP Research

    https://moorinsightsstrategy.com/erp-and-scm-what-to-expect-in-2024-part-1/

    https://moorinsightsstrategy.com/modernizing-erp-systems-innovative-strategies-with-infor/

    https://moorinsightsstrategy.com/enterprise-data-technology-part-5-data-quality-with-acumatica/

    https://moorinsightsstrategy.com/research-notes/enterprise-data-technology-part-1-internal-and-external-data-sources/

    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!

    Zscaler’s Strong Earnings Don’t Land With Bubble Bears

    https://x.com/WillTownTech/status/1831782382854357010

    AI Can Read Your Tongue

    https://www.forbes.com/sites/moorinsights/2024/09/04/say-ahh-to-ai-how-the-tongue-can-reveal-hidden-health-issues/

    Broadcom Goes Back To The Future With VCF 9

    https://www.forbes.com/sites/moorinsights/2024/08/29/vmware-explore-brings-broadcoms-private-cloud-strategy-into-focus/

    HPE Q3FY24 Earnings Are A Tale Of Two Portfolios

    https://x.com/WillTownTech/status/1831785559141835020

    World's Most Powerful AI Training System

    https://x.com/elonmusk/status/1830650370336473253

    Server Vendors Had A Banner Quarter

    https://www.linkedin.com/feed/update/urn:li:activity:7235270767356100608/

    Getting To Know The Team

    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're LIVE for Ep 33 of the MI&S Hot Desk Podcast:

    Join Robert Kramer, Melody Brue for a rundown of what's up this week in collaboration, CX, ERP & SCM, and a little sports tech. We’re talking lots of great stuff – Ring Central RingCX AI, Zoom Q2 2025 Earnings, ERP Vulnerabilities, SAP, SCM/Canadian Railways, Webex AI Codec, and the US Open Tennis Tournament.

    Ring Central Announces AI for RingCX

    https://ir.ringcentral.com/news/press-release-details/2024/RingCentral-Announces-New-AI-Powered-Capabilities-for-RingCX/default.aspx

    Zoom Q2 2024 Earnings

    https://www.cnbc.com/2024/08/22/zoom-stock-has-best-day-since-2022-on-q2-2025-results-raised-guidance.html

    SCM Canada Railways Significance

    https://www.cnn.com/2024/08/22/business/canada-rail-shutdown-ends/index.html

    https://www.supplychaintoday.com/the-worst-supply-chain-disruptions-in-modern-usa-history/

    ERP/SAP Vulnerabilities

    https://www.csoonline.com/article/3486653/sap-patches-critical-bugs-allowing-full-system-compromise.html

    https://www.erpadvisorsgroup.com/blog/why-upgrade-erp

    WebEx AI Codec

    https://blog.webex.com/hybrid-work/announcing-the-availability-of-industry-first-webex-ai-codec-transforming-your-audio-experiences/

    US Open

    https://www.linkedin.com/posts/robert-kramer-58239b22_gtt-activity-7232087277114445824-f2T0?utm_source=share&utm_medium=member_desktop

    https://aibusiness.com/nlp/ibm-usta-serve-up-enhanced-generative-ai-features-at-2024-us-open?sf198861740=1#close-modal

    https://www.ibm.com/campaign/2024/ai-skills-tennis

    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 4Q Earnings & Leadership Shake-up

    https://x.com/WillTownTech/status/1824156801711083707

    What Is An ML-KEM?

    https://research.ibm.com/blog/nist-pqc-standards

    Dell & Nutanix Get Serious-er

    https://www.linkedin.com/feed/update/urn:li:activity:7229484227182911488/

    Black Hat USA 2024 Insights

    https://x.com/WillTownTech/status/1824121727456026696

    Professor Bot

    https://sakana.ai/ai-scientist/

    https://arxiv.org/pdf/2408.06292

    Morpheus - The God Of Dreams - & HPE’s Latest Acquisition

    https://www.linkedin.com/feed/update/urn:li:activity:7229842227567411200/

    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.