Moor Insights & Strategy Podcast
Top-ranked boutique technology industry analyst firm Moor Insights & Strategy analysts analyze the tech industry's biggest news each and every week and also conduct interviews with tech industry "Insiders" on a regular basis.
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Ep.53 of the MI&S Datacenter Podcast: Talking Arista, VAST & CoreWeave, Quantum, Cisco, AMD, IBM
11/10/2025
Ep.53 of the MI&S Datacenter Podcast: Talking Arista, VAST & CoreWeave, Quantum, Cisco, AMD, IBM
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 Arista Push Past The Data Center? Are VAST & CoreWeave The Wonder Twins? Qubit Wars: The Power Players Cisco Partner Summit 2025 Insights My Case For AMD In Enterprise AI DARPA's Quantum Elite 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.
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Ep. 52 of the MI&S Datacenter Podcast: We’re Talking HPE, Intel, IBM & AMD, OCP, Qualcomm, Google
10/27/2025
Ep. 52 of the MI&S Datacenter Podcast: We’re Talking HPE, Intel, IBM & AMD, OCP, Qualcomm, Google
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 Securities Analyst Meeting Insights Intel Shows Momentum In Its Earnings IBM & AMD: Chip TItans Unite OCP Scales- Up Ethernet Qualcomm Leans Into Inference Quantum Echoes: Whispers Of Future Molecules 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.
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Ep. 51 MI&S Datacenter Podcast: Talking SailPoint, Intel, Quantum, Marvell, Microsoft, IBM & AMD
10/09/2025
Ep. 51 MI&S Datacenter Podcast: Talking SailPoint, Intel, Quantum, Marvell, Microsoft, IBM & AMD
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: 00:00 Intro 9:03 SailPoint’s Agentic Wind 19:36 Only Cheaters Bid With Quantum 24:36 The Intel Comeback Tour Continues 30:14 Marvell’s System Development Journey 33:43 Microfluidics Can Be Massively Disruptive 39:37 Latency Could Undo The IBM-AMD Supercomputer SailPoint’s Agentic Wind Only Cheaters Bid With Quantum The Intel Comeback Tour Continues Marvell’s System Development Journey Microfluidics Can Be Massively Disruptive Latency Could Undo The IBM-AMD Supercomputer 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.
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Ep. 50 of the MI&S Datacenter Podcast: We’re Talking Splunk, HPE & Oracle, Intel, NVIDIA
09/11/2025
Ep. 50 of the MI&S Datacenter Podcast: We’re Talking Splunk, HPE & Oracle, Intel, NVIDIA
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: Getting Splunky More Earnings - HPE & Oracle Intel’s Datacenter Reset NVIDIA Goes Large (Context) 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.
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Ep. 49 of the MI&S Datacenter Podcast: Talking NVIDIA, VMware Explore 2025, Cisco, HPE, Earnings
08/29/2025
Ep. 49 of the MI&S Datacenter Podcast: Talking NVIDIA, VMware Explore 2025, Cisco, HPE, Earnings
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: NVIDIA’s Datacenter Bridge VMware Explore Recap - Private Cloud Is Cool Again Cisco Earnings & HPE Expectations Earnings Season Is In Full Force - Pure, Nutanix, NVIDIA (oh my) 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.
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Ep48 MI&S Datacenter Podcast: Talking Black Hat USA, QEC, AMD, Infoblox, Quantum Computing, NVIDIA
08/11/2025
Ep48 MI&S Datacenter Podcast: Talking Black Hat USA, QEC, AMD, Infoblox, Quantum Computing, NVIDIA
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: 00:00 Intro 4:09 Insights from Black Hat USA 2025 16:37 95% Can’t Be Wrong 27:27 Musing on AMD Earnings 39:07 Infoblox’s Precrime Capabilities 46:24 Datacenters – from Bits to Qubits 53:20 NVIDIA & AI for the Masses Insights from Black Hat USA 2025 95% Can’t Be Wrong Musing on AMD Earnings Infoblox’s Precrime Capabilities Datacenters – from Bits to Qubits NVIDIA & AI for the Masses 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.
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Game Time Tech Ep 17 with Melody Brue and Robert Kramer
08/08/2025
Game Time Tech Ep 17 with Melody Brue and Robert Kramer
Step inside the future of sports on episode 17 of Game Time Tech with hosts Melody Brue and Robert Kramer, as they break down how artificial intelligence and digital innovation are redefining everything from world-famous tournaments to your next matchday. This episode dives deep into the most striking tech at Wimbledon 2025—think AI-powered match previews, real-time stats in your pocket, and Hawk-Eye’s precision ruling the courts. Discover how players, officials, and fans are getting smarter, faster insights and enjoying a blend of tradition with cutting-edge technology. Next up, explore the Premier League’s blockbuster moves with Microsoft and Adobe. Learn how Microsoft’s AI and cloud infrastructure are transforming both behind-the-scenes operations and live fan experiences. See how Adobe’s creative tools are giving the League’s global fanbase more ways than ever to personalize, interact, and express their passion—turning spectators into creators and superfans. The episode also unpacks Globant’s “AI or Die” philosophy: why leading sports organizations are weaving AI into every layer of their game, from logistics and player signings to personalized highlights that raise the bar for engagement. Mel and Robert discuss both the promise—and the ongoing challenges—of this transformation, always keeping the human side of sport front and center. Whether you’re a diehard tennis or soccer fan, a fantasy league junkie, or just curious about the digital future of competition, this podcast puts you right at the heart of the sports tech revolution. Each week, join us for fresh insights and lively debates about how global leagues, top brands, and tech pioneers are delivering smarter, fairer, and more thrilling experiences for fans everywhere.
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The Enterprise Applications Podcast – Episode 11: Industry 5.0, Adobe Analytics, Figma's IPO, Mitel
08/08/2025
The Enterprise Applications Podcast – Episode 11: Industry 5.0, Adobe Analytics, Figma's IPO, Mitel
In Episode 11 of The Enterprise App Pod, hosts and tackle the front lines of Industry 5.0—the new era where AI meets human collaboration to redefine how we work and innovate. This high-energy episode breaks down the evolution from mechanization to intelligent, human-centric operations, spotlighting how ERP and modern tech are becoming the nerve center for sustainable, adaptable, and people-first businesses. Get the inside story as Mel and Robert discuss: Industry 5.0 and the Evolution of Work: Explore the shift from efficiency-focused automation to human-AI teamwork, mass personalization, and the rise of resilient, sustainable operations. Hear how companies are leveraging digital twins, IoT, and AI agents to empower smarter decisions and flexible, creative problem-solving. Adobe Analytics and the 1,200% Surge in GenAI Search: Unpack the seismic jump in web traffic driven by generative AI platforms. With traditional SEO giving way to “AIO” (AI optimization), learn why businesses must now retool content to be machine-readable and front-of-mind for AI-powered discovery engines. Figma’s IPO and the SaaS Playbook Rewrite: Dive into Figma’s blockbuster IPO and what its soaring valuation means for competitors like Canva and Adobe—and for the entire SaaS landscape. The episode explains why cloud-native, AI-empowered platforms now set the gold standard for growth and public market excitement. Mitel’s Restructuring: Reset or Reinvention?: The team analyzes Mitel’s much-watched restructuring—why slashing debt isn’t enough, the tough road ahead for customer trust, and the brutal realities of competing against agile, AI-driven cloud rivals. The conversation explores what it takes for legacy vendors like Mitel and Avaya to shift from survivors to true innovators. Tune in for actionable insights, clear breakdowns, and pragmatic advice for enterprises navigating digital transformation, AI disruption, and the road ahead in work and technology. Whether you geek out over ERP, SaaS, or just want to stay ahead of tech’s fastest shifts, this episode delivers the clarity and strategy you need.
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G2 on 5G Podcast-233: Telefonica's Huawei Strategy, Nokia's Subsea Deals, Wi-Fi 8 , AT&T's Open RAN
08/04/2025
G2 on 5G Podcast-233: Telefonica's Huawei Strategy, Nokia's Subsea Deals, Wi-Fi 8 , AT&T's Open RAN
On this week’s episode of The G2 on 5G, hosts and discuss the following six topics: Telefonica’s Huawei Transition Strategy A phased regional approach to phasing out Huawei infrastructure, with Europe advancing and Brazil holding steady. Dish’s Latest Spectrum Payment A last-minute FCC payment keeps Dish out of default and raises questions about long-term strategy. Nokia’s Subsea Cable Expansion Key wins in global subsea networking boost connectivity for AI data centers and beyond. Wi-Fi 8 Spec Update New details on the 802.11bn standard reveal enterprise-focused enhancements and reduced latency. OpenRAN Deployment Milestone Live multi-vendor R-APP deployment marks progress in programmable mobile networks. Samsung Fold7 and Flip7 Demand Record-breaking pre-orders signal strong consumer interest in foldable devices.
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Ep47 Datacenter Podcast Palo Alto Networks & CyberArk, FTQC, Dell, Intel, Microsoft, AI & Consulting
07/31/2025
Ep47 Datacenter Podcast Palo Alto Networks & CyberArk, FTQC, Dell, Intel, Microsoft, AI & Consulting
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: Palo Alto Networks & CyberArk What the Hell is FTQC? How Dell is addressing sustainability in the AI era Intel plans networking spin off 4D without Glasses AI reinvigorates the consulting game 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.
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Game Time Tech Ep 16: Broadcasting Innovation with Lewis Smithingham
07/30/2025
Game Time Tech Ep 16: Broadcasting Innovation with Lewis Smithingham
In this episode of Game Time Tech, , EVP of Strategic Industries at , joins hosts and for an unfiltered deep-dive into how sports has become the ultimate proving ground for emerging tech. From VR broadcasts to hybrid remote production on AWS, Lewis reveals the hidden world of live production, fan engagement, and the future of sports infrastructure. Top Tech Takeaways: Cloud is changing the game: Media.Monks embraced AWS-powered workflows out of necessity and found scalable, profitable, and shockingly sustainable results. Remote production in sports allows global teams to broadcast massive events while still making it home for dinner. Sports are evolving from linear monoculture to multi-platform entertainment, a shift essential to reaching new generations of fans. Sports as tech test bed: Lewis compares the impact of Taylor Swift at the Super Bowl to the moon landing, seriously, and shows why data and experience intersect in sports more than anywhere else.
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Game Time Tech Ep 15: Kicking Off Hot Sports Tech Summer
07/28/2025
Game Time Tech Ep 15: Kicking Off Hot Sports Tech Summer
Episode 15 of Game Time Tech marks the start of a “hot sports tech summer,” where hosts and delve into the intersection of live sports and enterprise innovation. From advanced fan experiences to athlete analytics, the show highlights how major tech players are redefining operational efficiency, safety, and media strategy across some of the world’s most visible sporting events. The hosts break down how T-Mobile’s private 5G turned the PGA Championship into a real-time tech showcase, SailGP's racecourse into a precision-driven safety zone, and how Lenovo’s FIFA and F1 partnerships bring performance and connectivity to the global stage. They also preview Snowflake’s ambitious plans for the 2028 Olympics — a massive data effort aimed at empowering athletes and fans alike. Highlights include: T-Mobile’s 5G at the PGA Championship Enabled seamless fan experiences and enhanced broadcast agility across complex terrain — minus the cable clutter. ⛵ SailGP’s real-time racing tech Used sub-10 millisecond latency and network slicing to support sailor safety, telemetry, and first responder communications. Lenovo + FIFA World Cups 2026 & 2027 Blends brand play and smart infrastructure, supporting all 32 teams with tablets, smartphones, and collaboration platforms. Formula One Innovation Lenovo delivers diagnostics and real-time analytics, while other partners push sustainability and safety boundaries. Snowflake’s Olympic Data Strategy Powers training, performance tracking, medical insights, and fan engagement as the data platform for the 2028 Summer Olympics.
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Ep46 MI&S Datacenter Podcast Talking Palo Alto Networks & Okta, Microsoft, AWS, Zscaler, Q-CTRL, IBM
07/17/2025
Ep46 MI&S Datacenter Podcast Talking Palo Alto Networks & Okta, Microsoft, AWS, Zscaler, Q-CTRL, IBM
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: Palo Alto Networks & Okta Partnership Microsoft, Atom Computing, & Magne AWS Summit & The Agentic Lifecycle Zscaler’s Zero Trust Solution Scales Next-Gen Naval Nav IBM Power11 & TAM Expansion 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.
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Ep. 45 of the MI&S Datacenter Podcast: We’re Talking Cisco, AMD, HPE, Pure Storage
06/30/2025
Ep. 45 of the MI&S Datacenter Podcast: We’re Talking Cisco, AMD, HPE, Pure Storage
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: 2:15 Cisco Charts Its Agentic AI Course 12:07 AMD Launches The Latest Salvo In The AI Silicon War 24:02 HPE Discover Insights; Juniper Acquisition Clears 40:59 Pure Cloudifies Storage With EDC Cisco Charts Its Agentic AI Course AMD Launches The Latest Salvo In The AI Silicon War HPE Discover Insights; Juniper Acquisition Clears Pure Cloudifies Storage With EDC 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.
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The G2 on 5G Podcast: Ep 215 – Nokia's CEO, T-Mobile & SpaceX, Ericsson & More!
05/28/2025
The G2 on 5G Podcast: Ep 215 – Nokia's CEO, T-Mobile & SpaceX, Ericsson & More!
Join Moor Insights & Strategy analysts Will Townsend and Anshel Sag as they dive into the latest developments in the 5G industry. In this episode, they discuss Nokia’s leadership shake-up, T-Mobile’s partnership with SpaceX, Ericsson’s latest industry moves, and much more. Topics Covered in This Episode: Nokia’s New CEO Announcement – The impact of Intel executive Justin Hotard stepping into Nokia’s leadership role. T-Mobile & SpaceX Partnership – How T-Mobile’s satellite connectivity plan is evolving and what it means for consumers. Ericsson’s Industry Innovations – Exploring Ericsson’s expanding footprint in 5G and enterprise applications. Super Bowl & 5G Insights – Breaking down key moments from Super Bowl Sunday and 5G’s role in live event connectivity. 5G REDCap & Smart Grid Developments – Examining O2 Telefónica’s trial with Germany’s energy sector. Private 5G Networks in Texas – How Ericsson and LCRA are rolling out private cellular networks across Texas counties.
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The G2 on 5G Podcast: Ep 220 - T-Mobile & Nvidia's 6G Plans, Verizon's Small Business AI & More!
05/28/2025
The G2 on 5G Podcast: Ep 220 - T-Mobile & Nvidia's 6G Plans, Verizon's Small Business AI & More!
On this episode of The G2 on 5G, and , dive into the latest advancements in 5G, AI, and satellite communications.They discuss Verizon's AI-driven small business solutions, Sateliot’s latest funding push, and SoftBank’s increasing investment in AI infrastructure. Their Discussion Covers: Verizon’s AI Assistant for Small Businesses: How Verizon is integrating AI into customer support, boosting efficiency for small business owners. Sateliot’s Expansion & Spanish Government Grant: Sateliot secures $15M in funding to accelerate its satellite network for global IoT connectivity. SoftBank’s AI Telecom Ambitions: The company unveils its Large Telecom Model (LTM) designed to optimize networks with AI-driven intelligence. Ampere Acquisition & ARM-Powered AI: SoftBank’s strategic move to acquire Ampere, strengthening its AI and cloud computing portfolio. The Future of AI in Telecom: NVIDIA, Cisco, and T-Mobile’s joint efforts in AI-RAN and the vision for AI-native 6G infrastructure. T-Mobile’s Spectrum Swap & Strategic Positioning: How T-Mobile is refining its network strategy with 600 MHz spectrum acquisitions.
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Ep.44 of the MI&S Datacenter Podcast: We’re Talking Extreme Networks, OpenAI, Dell, IBM, VAST Data
05/24/2025
Ep.44 of the MI&S Datacenter Podcast: We’re Talking Extreme Networks, OpenAI, Dell, IBM, VAST Data
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 Compete In The Datacenter & Beyond? AI Déjà Vu All Over Again? DTW 2025 - Private Cloud & Automation DTW 2025 - Is Dell’s Approach To AI Networking Competitive? IBM’s New Access Pricing Plan VAST & The AI OS 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.
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The G2 on 5G Podcast: Ep 223 - MNO Earnings, T-Mobile's 5G-Advanced & More!
05/23/2025
The G2 on 5G Podcast: Ep 223 - MNO Earnings, T-Mobile's 5G-Advanced & More!
Join Moor Insights & Strategy hosts, and , on The G2 on 5G Podcast. In this episode, they explore the latest developments in the 5G industry, including mobile network operator earnings, T-Mobile's advancements in 5G technology, AT&T's fixed wireless access strategy, Motorola's latest Razr innovation, Ericsson's mining applications, and Verizon's 5G slicing technology. Their discussion covers: MNO Earnings Insights: Analysis of financial results from top mobile network operators, including market trends and future projections. T-Mobile's 5G: Advanced Evolution - How T-Mobile is pushing 5G technology forward and what it means for consumers and enterprises. AT&T's Fixed Wireless Access (FWA) Strategy: Examining AT&T’s approach to FWA and its impact on broadband competition. Motorola’s Razr Innovation: A closer look at Motorola’s newest Razr model and how foldable phones are evolving. Ericsson's Mining Applications: How Ericsson is leveraging 5G for advanced mining solutions and safety improvements. Verizon's 5G Network Slicing: Understanding Verizon’s approach to 5G slicing and its potential for enterprise connectivity.
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The G2 on 5G Podcast : Ep 221 - AT&T, T-Mobile, Disney, Hyundai, & More!
05/21/2025
The G2 on 5G Podcast : Ep 221 - AT&T, T-Mobile, Disney, Hyundai, & More!
In this episode of The G2 on 5G, and discuss the latest developments in 5G technology, private networks, and industry trends. In this episode, they explore major industry moves by Celona, T-Mobile’s latest expansion, private 5G adoption in sports, and how Hyundai and Disney are leveraging advanced connectivity. Their Discussion Covers: 📡 Celona's Private 5G Momentum: The company's focus on enterprise 5G networks, enabling digital transformation for industries including healthcare, retail, and manufacturing. 🏈 Dallas Cowboys and Private 5G: How sports franchises, including the Cowboys, are exploring private 5G for enhanced fan engagement and operational efficiency. 📶 T-Mobile’s 5G Expansion: The carrier’s latest initiatives to strengthen its nationwide 5G coverage, including strategic partnerships and network improvements. 🎥 Disney’s 5G Innovations: How Disney is leveraging 5G and edge computing for immersive entertainment experiences. 🚘 Hyundai and Smart Mobility: The automotive giant’s advances in connected car technology, using 5G for autonomous driving and enhanced vehicle communication. 🛜 The Future of 5G in Business: Emerging use cases for enterprise applications, including AI-driven insights and network optimization.
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The G2 on 5G Podcast: Ep 222 - 6G Trials, Pixel 9a, Vodafone IoT, RedCap Group & More!
05/21/2025
The G2 on 5G Podcast: Ep 222 - 6G Trials, Pixel 9a, Vodafone IoT, RedCap Group & More!
In this episode of The G2 on 5G, and explore the latest advancements in 5G, including T-Mobile’s early experiments with 6G, AST SpaceMobile’s collaboration with AT&T for FirstNet trials, and Vodafone’s impressive IoT growth. They also discuss Google's Pixel 9a, MediaTek’s newest chipset innovations, and the push for 5G REDCap adoption. Their discussion covers: 📡 T-Mobile & Nokia Testing 6G Spectrum: The FCC granted T-Mobile permission to test prototype wireless equipment, paving the way for future deployment of ultra-fast connectivity. 🛰️ AST SpaceMobile & AT&T FirstNet Collaboration: AT&T is set to test direct-to-cell satellite connectivity, expanding FirstNet's capabilities for emergency services. 🔗 Vodafone Hits 200M IoT Connections: The telecom giant has seen rapid growth, proving IoT monetization is accelerating globally. 📱 Pixel 9a Launch: Google’s mid-range smartphone packs flagship-like performance with its Tensor G4 processor and long-lasting battery life at an affordable price. ⚡ MediaTek’s Newest Chipsets: The company introduces the Dimensity 9400+ and Kompanio Ultra, enhancing AI-powered devices and Chromebooks. 🚀 5G REDCap Advancements: The GSA forms an industry group to drive REDCap adoption, accelerating the shift to standalone 5G for wearables and IoT.
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The G2 on 5G - Episode 224: AST SpaceMobile's Consumer Push, EchoStar FCC Investigation & More
05/20/2025
The G2 on 5G - Episode 224: AST SpaceMobile's Consumer Push, EchoStar FCC Investigation & More
In this episode of The G2 on 5G, analysts and return after traveling, to discuss six key topics shaping the 5G landscape. They cover AST SpaceMobile’s shift toward a consumer satellite service, EchoStar’s FCC investigation, Mobile World Congress Las Vegas’ rebrand, T-Mobile’s latest network advancements, new security initiatives in partnership with Palo Alto Networks, and Xiaomi’s upcoming smartphone SoC. Topics Covered: 🛰 AST SpaceMobile's Consumer Satellite Push: A significant strategy shift: AST SpaceMobile aims to launch a beta satellite-based consumer service by the end of 2025, with a full rollout in 2026. How will this affect the telecom landscape? 📡 EchoStar’s FCC Investigation: SpaceX alleges that EchoStar is underutilizing its spectrum. Is this just political maneuvering, or does the investigation signal broader industry shifts? 🏢 MWC Las Vegas Rebrand: Can its pivot toward enterprise solutions revive attendance, or is it time to retire the event entirely? 📊 T-Mobile’s 5G Network Strength: A UCLA study shows T-Mobile leading in mobile network performance with median download speeds of 442 Mbps. What does this mean for consumer connectivity? 🔒 Security & 5G SASE: Both AT&T and T-Mobile partner with Palo Alto Networks to bolster their 5G security solutions, enhancing enterprise protections. 📱 Xiaomi’s New Smartphone SoC: The Chinese tech giant is set to launch an in-house smartphone chip, potentially signaling a broader industry trend.
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The Enterprise Applications Podcast – Episode 8: Unlocking AI-Powered Insights with IBM watsonx.data
05/19/2025
The Enterprise Applications Podcast – Episode 8: Unlocking AI-Powered Insights with IBM watsonx.data
In this episode of The Enterprise Applications Podcast, hosts and dive into the transformative power of IBM watsonx.data, live from IBM Think in Boston. They discuss how enterprises can unlock the potential of generative AI by addressing one of the biggest challenges in AI adoption- managing vast and complex unstructured data. From new IBM features to real-world success stories, they unpack what enterprises need to do beyond technology to fully embrace AI at scale. 🚀 Scaling AI with watsonx.data IBM has positioned watsonx.data as a key platform for enterprise AI adoption. With 90% of enterprise data being unstructured, businesses are barely utilizing 1% of it- watsonx.data solves this by making fragmented data usable. The platform integrates data from hybrid cloud and on-premise sources into a unified lakehouse, enabling AI models to leverage enterprise-specific information. 🛠 New IBM Features for 2025 watsonx.data intelligence: Enhances AI-driven insights for structured and unstructured data. watsonx.data integration: Streamlines data connectivity and governance for AI adoption. Db Assistant: Provides automation and AI-powered data management capabilities. Expanded focus on AI readiness- helping companies structure and clean data for better AI performance. 💼 Beyond Technology: The Role of AI Readiness AI adoption isn’t just about the tech—it requires change management and data preparation. Enterprises need clean, categorized data before AI can maximize its value. Readiness includes company culture shifts, innovation aptitude, and process adjustments to fully leverage generative AI. 🔥 IBM’s Message at Think 2025: The Urgency to Modernize The time to embrace automation and AI is now- manual processes won’t sustain long-term competitiveness. AI and automation reduce operational complexity, helping enterprises unlock new efficiencies. IBM’s push for AI-driven enterprise transformation highlights the importance of data readiness as the foundation for success.
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The Enterprise Applications Podcast – Episode 7: AI, Cloud, and Big Tech Earnings
05/12/2025
The Enterprise Applications Podcast – Episode 7: AI, Cloud, and Big Tech Earnings
In this episode of The Enterprise Applications Podcast, hosts and dive into the latest developments in enterprise technology. They discuss key takeaways from Google Cloud Next, insights from Microsoft’s Work Trend Index, updates from Canva Create, and major announcements from Adobe MAX London. Plus, they break down big tech earnings from SAP, IBM, and ServiceNow. 🚀 Google Cloud Next AI as an operating layer: Moving beyond experimental features to foundational enterprise integration. Workspace innovations: AI-powered tools like Google Vids and Workspace Flows streamline productivity. 🎨 Canva Create Enterprise expansion: Canva’s push into large-scale business adoption. AI-driven design: New features like automated data visualization and enhanced workflow tools. 💼 Microsoft Work Trend Index AI’s role in the workplace: How AI is reshaping productivity and employee expectations. Workforce adaptation: The importance of upskilling and managing AI-driven workflows. 🎬 Adobe MAX London Firefly advancements: New AI-powered image and video models enhance creative workflows. Next-gen content creation: Adobe’s push for mobile-first and web-based creative tools. 📈 Big Tech Earnings – SAP, IBM, and ServiceNow SAP’s cloud momentum: Strong growth driven by ERP modernization and AI-powered supply chain solutions. IBM’s AI shift: Hybrid cloud and AI integration fuel revenue, despite mainframe declines. ServiceNow’s enterprise dominance: Strategic positioning as a foundational enterprise layer.
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Ep. 43 of the MI&S Datacenter Podcast: We’re Talking RSAC, Nutanix, IBM Think, Lenovo
05/05/2025
Ep. 43 of the MI&S Datacenter Podcast: We’re Talking RSAC, Nutanix, IBM Think, Lenovo
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: RSA Conference Insights Nutanix & The Case Of Disaggregated Storage Expectations For IBM Think Lenovo’s Big Storage Investments 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.
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Game Time Tech Ep 14: Exploring MLB's Data Revolution, Google Cloud at The Masters, and the Cutting-Edge Intuit Dome
04/30/2025
Game Time Tech Ep 14: Exploring MLB's Data Revolution, Google Cloud at The Masters, and the Cutting-Edge Intuit Dome
In this episode of Game Time Tech, and , VP and Principal Analysts at Moor Insights & Strategy, dive into the intersection of sports and technology. Explore how cutting-edge technologies like AI, data analytics, and personalized fan experiences are transforming Major League Baseball, The Masters Golf Tournament, and the Intuit Dome. Highlights include: : Data and AI are enhancing fan engagement, team strategies, and broadcasting through platforms like . : IBM’s Generative AI is powering predictive insights for fans with features like "Every Shot" and "Every Hole" in The Masters app. Inside the Intuit Dome: A look at advanced fan experience technologies, including facial recognition for entry, autonomous stores, and real-time analytics, powered by Teradata. : Technology is transforming connectivity, from live sports streaming to Zoom calls integrated directly into vehicles. Fan Behavior and Smart Stadiums: How data-driven technologies are shaping stadium interactions, from personalized fan experiences to autonomous retail systems.
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The G2 on 5G - Episode 219: New Intel CEO, 5G Advanced, Converged Connectivity
04/24/2025
The G2 on 5G - Episode 219: New Intel CEO, 5G Advanced, Converged Connectivity
In this episode of The G2 on 5G, and break down the latest developments in 5G technology, network advancements, and industry leadership changes. They discuss T-Mobile’s definition of 5G Advanced, Intel’s new CEO, and Broadcom’s converged 5G fiber and satellite appliance. The conversation also covers Vodafone UK’s AI-driven energy efficiency, Qualcomm’s Edge Impulse acquisition, and Viasat & Space 42’s partnership on NTN connectivity. Their discussion covers: 🚀 T-Mobile’s 5G Advanced Plans: T-Mobile is defining 5G Advanced with a standalone 5G core, carrier aggregation, reduced capacity 5G (RedCap), and L4S technology to reduce latency and enhance real-time application performance. 🎓 Intel’s New CEO: Lip-Bu Tan: Intel has appointed Lip-Bu Tan as its new CEO, signaling a shift in AI and networking strategy. 🌍 Broadcom’s VeloSky: Converged 5G, Fiber & Satellite Appliance: Broadcom has introduced VeloSky, a converged connectivity solution that aims to help network operators and communication service providers monetize their 5G and satellite investments. ⚡ Vodafone UK & Ericsson’s AI-Powered Energy Efficiency: Vodafone UK and Ericsson have successfully reduced 5G network power consumption by 33% using AI-driven solutions. The hosts discuss how 5G deep sleep, cell sleep mode orchestration, and radio power efficiency mapping are helping operators cut costs and improve network sustainability. 🔗 Qualcomm Acquires Edge Impulse for IoT Expansion: Qualcomm has acquired Edge Impulse to enhance its Dragonwing IoT platform, integrating AI-powered asset tracking, anomaly detection, and predictive maintenance. 🛰️ Viasat & Space 42 Partner on NTN Connectivity: Viasat and Space 42 have signed an MOU to collaborate on Non-Terrestrial Networks (NTN), aiming to expand direct-to-device satellite connectivity.
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The G2 on 5G Podcast - Episode 218: MWC 2025 Recap
04/22/2025
The G2 on 5G Podcast - Episode 218: MWC 2025 Recap
In this episode of The G2 on 5G Podcast, hosts Will Townsend and Anshel Sag provide an in-depth recap of Mobile World Congress 2025. From cutting-edge 5G modem breakthroughs by Qualcomm and MediaTek to innovative collaborations like AST SpaceMobile’s joint venture with Vodafone and Reliance Jio’s Open Telecom AI Platform, this episode is a must-listen for anyone following the future of telecommunications. Their discussion covers: 🌌 AST SpaceMobile & Vodafone Joint Venture: addresses fragmented mobile network operators in Europe and provide broadband solutions beyond basic connectivity. 📶 Qualcomm & MediaTek Next-Gen 5G Modems: with increased speeds, bandwidth, and advanced features like AI-powered traffic management and satellite connectivity. 🤖 Reliance Jio’s Open Telecom AI Platform: launched by AMD, Cisco, Nokia, and Reliance Jio to democratize access to modern AI through disaggregated networking infrastructure. 🕶️ 5G XR Trials by Ericsson, T-Mobile, & Qualcomm: to test network slicing and advanced schedulers for enhanced cloud streaming to AR glasses. 📱 Innovative Devices at MWC 2025: including innovative concepts like foldable screens, solar-powered laptops, and attachable camera lenses for smartphones.
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Ep.42 of the MI&S Datacenter Podcast: We’re Talking NTT, QEC & LDPC, Tariffs, HPE, Chatbots, Dell
04/21/2025
Ep.42 of the MI&S Datacenter Podcast: We’re Talking NTT, QEC & LDPC, Tariffs, HPE, Chatbots, Dell
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: NTT Launches A Physics Of AI Research Initiative QEC & LDPC This Week In The Tariff Soap Opera - Write Offs HPE Aruba Networking Announces AIOps Enhancements Battle Of The Chatbots Dell Portfolio Modernization 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.
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The Enterprise Apps Podcast, Ep 6: Adobe Summit, Supply Chain Volatility, Google/Wiz, Oracle Agents, and More
04/10/2025
The Enterprise Apps Podcast, Ep 6: Adobe Summit, Supply Chain Volatility, Google/Wiz, Oracle Agents, and More
In Episode 6 of The Enterprise App Podcast, and dive into transformative trends in enterprise technology. From groundbreaking AI advancements in marketing to supply chain modernization and a closer look at major industry acquisitions, this episode is packed with insights on navigating today's rapidly evolving digital landscape. 🎨 Adobe Summit Highlights AI tools like Firefly and GenStudio transform content creation, enabling creative efficiency for B2B marketing. Focus on democratizing tools, building strategic partnerships, and empowering artists. 📦Supply Chain Volatility Management Predictive AI supports resilient supply chains and smarter supplier choices. Insights from SourceDay’s webinar spotlight cost reduction and modernization strategies. 💰Google-Wiz Acquisition Google's $32 billion investment enhances cloud security with Wiz’s AI-powered tools. Integration with Mandiant and Chronicle strengthens multi-cloud offerings. 🤖Oracle AI Agent Studio Customizable AI agents improve productivity with testing and built-in security. Innovations support the growing digital workforce within enterprise environments. 📊 Microsoft 365 Copilot Advances "Researcher" and "Analyst" reasoning agents tackle complex problems with human-like analysis. Balancing AI capabilities with human creativity for decision-making.
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Ep. 41: MI&S Datacenter Podcast: Talking Palo Alto Networks, LLM, Intel, NTT, Darpa, Broadcom
04/07/2025
Ep. 41: MI&S Datacenter Podcast: Talking Palo Alto Networks, LLM, Intel, NTT, Darpa, Broadcom
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: Insights From Palo Alto Networks Ignite NYC Dirty Little LLM Secrets Intel Vision - There Are Reasons To Be Optimistic NTT Upgrade Preview Darpa Does Quantum Benchmarking Broadcom VMware Revenues Soar - What Does This Mean? 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.
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