Moor Insights & Strategy

It’s Episode 39 of the Moor Insights & Strategy Hot Desk Podcast — Join Robert Kramer and Melody Brue as they talk about key developments from Microsoft Ignite, Solidigm, Amazon Web Services (AWS), Canva, Zoom, and a company to watch: Panzura. Watch the full episode at https://lnkd.in/gQMipW4C #microsoft, #microsoftignite, #solidigm, #aws, #canva, #zoom, #panzura

EP33 of the MI&S Datacenter Podcast: We’re Talking Little AI Guys, Supercomputing Goes Mainstream, 2 Dozen Logical Qubits, Chips & Chips & Chips At Microsoft Ignite

Appreciated the chance to sit down with Microsoft CEO Satya Nadella and a small group of industry analysts following the Microsoft Ignite Keynote. The conversation was NDA so I can’t share details, but let’s just say it was invaluable to hear how his perspective on how he and Microsoft thinks about the progression of AI and Microsoft’s strategy across the software and infrastructure portfolio. #Microsoft #MSIgnte

Microsoft expanded its in-house silicon! 1/ Azure Boost DPU (think storage acceleration) 2/ Azure Integrated HSM for BYOK security. This adds to -Cobalt SoC for general purpose workloads -Maia AI accelerator for training and inference (supports OpenAI inference) And, of course, Azure supports merchant silicon too. Two new disclosures on AMD and NVIDIA. Yesterday, the Azure in-house silicon team stopped by to chat. They brought toys. Boost DPU, HSM, Cobalt, Maia. I had the chance to visit their validation lab a few months back. Impressed. Lots of progress in only a few years.

In this new Age of AI, enterprises now face unique challenges running AI apps in production. Hosts Patrick Moorhead and Daniel Newman are joined by Microsoft Azure's Jeremy Winter Chief Product Officer and CVP, Azure Core, and Rani Borkar, Corporate Vice President, Azure Hardware Systems & Infrastructure at Microsoft for this episode of Six Five On The Road. 📻Tune in to learn how Azure is paving the way for businesses to deploy and scale AI applications effectively. Their discussion covers: - Innovations across Azure's app and infrastructure platform to aid businesses in scaling AI applications - The seamless developer experience provided by the integration of Azure's app and infrastructure stack - The role of Azure’s custom silicon portfolio and industry partnerships in offering more choices to customers - The vital components beyond managing AI workflows, model selection, and performance for AI app scaling - Insights from Microsoft Ignite about Microsoft's approach to application and infrastructure for AI #Azure #AI #MSIgnite #CloudComputing #Innovation

CEO & Chief Analyst, Patrick Moorhead, on the road with Six Five Media & Daniel Newman at Microsoft Ignite 🔥

Sup Moor Insights & Strategy team! Hanging this week at the Dell Technologies analyst conference with Anshel Sag Paul Smith-Goodson Matthew Kimball.

Check out CEO & Chief Analyst, Patrick Moorhead’s piece on how AI at Meta extends Llama support to the US Government for national security 🔐🚨 📍https://lnkd.in/gJeTD3F5

It’s Episode 38 of the Moor Insights & Strategy Hot Desk Podcast — Time to join Robert Kramer and Melody Brue as they break down Alphabet Inc.'s recent earnings, SAP’s latest updates to SuccessFactors and its new Sustainability Data Exchange, Zoom's AI Companion, Zoho’s AI partnership with NVIDIA, and the growing influence of AI agents in ERP. #Google, #Alphabet, #SAP, #Zoom, #Zoho, #Nvidia, #ERP, #Sustainability, #Data, #AI

Hosts Patrick Moorhead and Daniel Newman are in LA for this year’s Cisco Partner Summit. They’re joined by Cisco's Jeetu Patel, EVP and Chief Product Officer, for a conversation on how businesses can leverage AI to drive customer value, security, and networking innovations to succeed in today’s digital environment. Check out this episode of Six Five Media on The Road as they cover these topics 👇 🔹 Insights into the role of AI, security, and networking in business success and how Cisco is leading the charge. 🔹 Jeetu Patel discusses Cisco's commitment to AI and shares his enthusiasm for the potential it holds. 🔹 Insights into Jeetu Patel’s priorities as Cisco’s new Chief Product Officer and how he plans to drive customer value through AI. 🔹 An overview of Cisco's strategy to incorporate AI responsibly into security measures, including the introduction of Hypershield and recent acquisitions. 🔹 How Cisco addresses the evolving landscape of security risks with the integration of AI technologies. Watch the full episode and the rest of our coverage from Cisco's Partner Summit at https://lnkd.in/gkq8nZ-U. #Cisco #AI #security #networking #technology