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. 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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Ep.40 of the MI&S Datacenter Podcast: We’re Talking Google & Wiz, Quantum, Softbank & Ampere, NVIDIA
03/25/2025
Ep.40 of the MI&S Datacenter Podcast: We’re Talking Google & Wiz, Quantum, Softbank & Ampere, 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: Google Acquires Wiz Canada Does Quantum Softbank Acquires Ampere NVIDIA GTC Rundown 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.
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The G2 on 5G Podcast: Ep 217 - MWC Preview, AT&T and AST SpaceMobile, Telecom AI, & More
03/18/2025
The G2 on 5G Podcast: Ep 217 - MWC Preview, AT&T and AST SpaceMobile, Telecom AI, & More
Join Moor Insights & Strategy hosts, Will Townsend and Anshel Sag, on The G2 on 5G Podcast. On this episode, they delve into the latest 5G news and trends: a Mobile World Congress 2025 preview, discussions on telecom AI advancements, the AT&T and AST SpaceMobile video call milestone, Qualcomm's new Dragonwing brand, and insights into private 5G security. Their Discussion Covers: 📶 Telecom AI and Operational Efficiency: Global mobile network operators like AT&T, NTT Docomo, T-Mobile, Verizon, Vodafone, and SK Telecom leveraging AI to enhance customer experience and operational efficiency. 🛰️ AT&T and AST SpaceMobile Video Call Milestone: The successful video call using AST SpaceMobile's BlueBird satellites and AT&T's network, demonstrating the potential of Low-Earth Orbit (LEO) satellite connectivity for rural areas and first responders. 🔒 NTT and Palo Alto Networks Partnership for Private 5G Security: Collaboration between NTT and Palo Alto Networks to enhance the security of NTT's private 5G platform. 🏷️ Qualcomm's New Dragonwing Brand: Qualcomm's new brand, Dragonwing, aimed at cellular infrastructure, networking infrastructure, and industrial and embedded IoT products, separating it from the consumer-focused Snapdragon brand. 🏢 Mobile World Congress 2025 Preview: Expectations for MWC 2025, including LEO satellite technology, AI-RAN, and the increasing role of AI in 5G networks and devices. 📡 AI Driving 5G Demand: Growing demand for 5G driven by AI applications and the shift towards more tangible AI demos and trials at the edge.
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Ep. 39 of the MI&S Datacenter Podcast: We’re Talking IonQ, Siemens, AI Alliance, OEM
03/08/2025
Ep. 39 of the MI&S Datacenter Podcast: We’re Talking IonQ, Siemens, AI Alliance, OEM
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: IonQ - 4th Sale To The Air Force A Recap Of The Siemens Datacenter Analyst Summit AI Alliance's Exponential Growth (Again In 2025) OEM Earnings Season Overview 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 5: Zoom’s AI Discovery, Salesforce Agentforce 2dx, IBM DataStax, ServiceNow, and Microsoft’s Data Strategy for Autonomous ERP
03/06/2025
The Enterprise Apps Podcast, Ep 5: Zoom’s AI Discovery, Salesforce Agentforce 2dx, IBM DataStax, ServiceNow, and Microsoft’s Data Strategy for Autonomous ERP
In this episode of The Enterprise Apps Podcast, Melody Brue and Robert Kramer dive deep into the latest developments in AI, enterprise apps, and business technology. From Zoom’s surprising AI efficiency breakthrough to Microsoft’s push for autonomous ERP, Robert and Mel cover the innovations shaping enterprise apps and the future of work. Plus, they unpack Salesforce’s AI agents, IBM’s latest acquisition, and how ServiceNow is doubling down on industry-specific solutions. 🤖 Zoom’s AI Discovery Zoom has developed a new AI technique called "Chain of Thought" that reduces token usage by up to 93%, improving cost efficiency and predictability for customers. 🏢 Salesforce Agentforce 2dx Salesforce’s new Agent 2dx marks a major step in making AI-driven digital labor more accessible and scalable for businesses across industries. 📊 IBM DataStax IBM is acquiring DataStax to integrate its NoSQL and vector database technology into IBM Watson, helping customers address data challenges and adopt AI. 📌 ServiceNow ServiceNow's acquisition of Quality 360 adds more granular quality control and supply chain management capabilities to its manufacturing industry solutions. 📋 Microsoft’s Data Strategy Drives Autonomous ERP Microsoft is positioning its Dynamics 365 ERP as "autonomous ERP," with a focus on embedded AI, automated processes, and effective change management through its "Success by Design" framework.
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Ep. 38 of the MI&S Datacenter Podcast: We’re Talking Microsoft, HPE, Google, Lenovo & Infinidat
02/22/2025
Ep. 38 of the MI&S Datacenter Podcast: We’re Talking Microsoft, HPE, Google, Lenovo & Infinidat
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-D Quantum HPE Launches 12th Gen ProLiant Servers - Why Should Enterprise IT Care? AI Science Buddy Lenovo and Infinidat - The Enterprise Storage Market Just Got More Interesting 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 4: Zoho Day, SAP Business Data Cloud, Snowflake & Anthropic, Supply Chain/Agents, RingCentral AIR
02/21/2025
The Enterprise Apps Podcast, Ep 4: Zoho Day, SAP Business Data Cloud, Snowflake & Anthropic, Supply Chain/Agents, RingCentral AIR
In this episode of The Enterprise Apps Podcast, Melody Brue and Robert Kramer discuss key takeaways from recent industry events, emerging trends in enterprise technology, and the evolving role of AI in business operations. Topics include insights from Zoho Day 2025, SAP’s Business Data Cloud, Snowflake’s Cortex Agents, and RingCentral’s AI Receptionist. Here’s what they covered: 💡 Zoho Day 2025: Scaling Up for Enterprise Success Zoho is making big moves upmarket while staying true to its customer-first approach. Leadership shift: Sridhar Vembu transitions to Chief Scientist; Mani Vembu takes over as CEO of the Zoho division. AI integration and regional-led growth strategies. 📊 SAP Business Data Cloud: Unifying Data for Smarter Decisions Could this be a game-changer for structured & unstructured data management? Databricks partnership should enhance data governance and accessibility. SAP’s push to modernize on-prem customers and transition them to the cloud. 🤖 Snowflake & Anthropic: The AI-Powered Data Revolution Cortex Agents could offer smarter, more trustworthy AI-driven data processing. The shift from bigger models to better accuracy—AI’s next evolution. How Snowflake aims to enhance data intelligence with Anthropic’s Claude AI. 📞 RingCentral AIR: No More Missed Calls AI-powered receptionists are transforming business communication. Features: Call routing, customer inquiries, SMS confirmations, appointment booking. The next step? Seamless AI-human collaboration for better CX.
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Game Time Tech, Ep 13: Talking Super Bowl, stadium tech and golf’s new league, TGL
02/21/2025
Game Time Tech, Ep 13: Talking Super Bowl, stadium tech and golf’s new league, TGL
Technology is reshaping the way we experience sports, from the stadium to the screen. In this episode of Game Time Tech, Robert Kramer and Melody Brue break down the latest innovations in the NFL, including the role of 5G connectivity, blockchain ticketing, and AI-powered fan experiences. They also dive into the futuristic world of TGL (Tomorrow’s Golf League) and how technology is reimagining the sport for a younger, digital-first audience. Plus, they analyze key insights from Verizon’s Consumer Connections Report and what it reveals about how fans engage with sports today. Highlights include: NFL Tech Innovations and Super Bowl Takeaways Verizon’s Consumer Connections Report and Smart Stadiums The Future of Golf: TGL (Tomorrow’s Golf League) Service Now explainer video mentioned:
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Zoho Day 2025: Navigating AI Innovation and Aviation Insights with Zoho’s Ramprakash Ramamoorthy
02/07/2025
Zoho Day 2025: Navigating AI Innovation and Aviation Insights with Zoho’s Ramprakash Ramamoorthy
In this special Zoho Day 2025 episode, sits down with , Director of AI Research at , to dive deep into AI’s impact beyond automation, challenges and the future of AI in enterprises, and how his interests intersect with his groundbreaking work in AI at Zoho. Key topics discussed: The concept of contextual intelligence and predicting the “next best action” in enterprise workflows. Enhancing productivity by embedding AI into daily business processes without compromising privacy or sustainability. The importance of data and process alignment in achieving AI-driven productivity gains. The role of digital maturity in determining AI implementation success. The long-term vision of AI at Zoho—focusing on privacy, sustainability, and customer-centric innovations.
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Zoho Day 2025: A Conversation with Mani Vembu
02/07/2025
Zoho Day 2025: A Conversation with Mani Vembu
In this special Zoho Day 2025 episode, sits down with Mani Vembu, the newly appointed CEO of to discuss his extensive journey within the company, Zoho's evolving strategy, and the company's plans for the future. Key topics discussed: Mani’s Journey at Zoho: From joining as a software developer in 1996 to leading product management and eventually becoming CEO. Zoho’s Evolution: Transitioning from on-premise solutions to cloud, mobile, and now AI, while maintaining a culture of experimentation and bottom-up decision-making. Shift from Product-led to Regional-led Growth: Identifying industry-specific opportunities in regions like India (banking, financial services, auto-DMS) and expanding those strategies globally. Minimal Marketing, Maximum Impact: Leveraging organic, word-of-mouth growth while increasing visibility through enterprise events. Customer-centric Success Metrics: Focusing on adoption and usage metrics rather than aggressive monetization, exemplified by Zoho’s practice of advising customers to discontinue unused services. The Zoho Way: The advantages of being a privately held company, allowing for long-term strategic decisions without external investor pressures. Working with Sridhar Vembu: Insights into the collaborative dynamic between Mani and Zoho’s founder, now Chief Scientist, focusing on foundational AI advancements.
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Ep. 37 of the MI&S Datacenter Podcast: We’re Talking Cisco, Google, Nutanix & Dell
02/07/2025
Ep. 37 of the MI&S Datacenter Podcast: We’re Talking Cisco, Google, Nutanix & 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: Compute = Quadrillions X Nutanix and Dell Get Cozy 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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Enterprise Apps Podcast, Ep 3: AI, Cyber Threats, and Leadership Shifts
01/30/2025
Enterprise Apps Podcast, Ep 3: AI, Cyber Threats, and Leadership Shifts
This week, Melody Brue and Robert Kramer break down the latest developments in the enterprise application space, exploring how AI is reshaping ERP, the growing cybersecurity risks in collaboration tools, and major leadership moves in the industry. ➡️ AI & ERP: Is It the Future or Just Hype? At Acumatica’s 2025 Summit, AI took center stage as the company showcased how ERP systems are evolving into strategic platforms for growth and innovation. But does AI truly revolutionize ERP, or is it just the latest buzzword? ➡️ Oracle’s AI Agents: A Game-Changer for Sales Teams? Oracle unveiled AI-powered agents designed to transform sales operations by automating repetitive tasks—allowing professionals to focus on customer relationships. These tools, available at no extra cost for Oracle customers, streamline complex tasks across multiple languages, making global sales operations more efficient. ➡️ Cybersecurity Alert: Microsoft Teams Under Attack A rising cybersecurity threat is targeting Microsoft Teams, where cybercriminals are impersonating IT support to deploy ransomware. Employees are being tricked into downloading malicious tools, highlighting the growing risk of attacks on collaboration platforms. While Microsoft was the latest target, this serves as a wake-up call for businesses relying on these tools. ➡️ Leadership Shifts: Zoho and HPE Financial Services Zoho’s CEO, Sridhar Vembu, is stepping into a new role as Chief Scientist, signaling a deeper focus on innovation. HPE Financial Services is undergoing a leadership change, with Maeve Culloty taking over as President and CEO following Gerri Gold’s departure. ➡️ On the Road & In the Know We’re hitting the road, bringing you exclusive insights and discussions from the biggest events in tech. Subscribe now to stay informed—and, of course, awesome. 😎
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The Enterprise Applications Podcast, Episode 2
01/27/2025
The Enterprise Applications Podcast, Episode 2
This week on the MI&S Enterprise Apps Podcast, hosts and discuss , , , , Active Directory and AI Agents ERP. Their discussion covers: Salesforce has halted engineer hiring, sparking discussions about the impact of AI on software development jobs. Microsoft is boosting workplace productivity with its new AI-powered assistant, Microsoft 365 Copilot Chat. SAP and IBM are teaming up to help businesses transition to cloud-based ERP systems. is making it easier for organizations to recover from Active Directory disasters with their new cloud-based solution.
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Ep. 36 of the MI&S Datacenter Podcast: Stargate - Is It Real?
01/24/2025
Ep. 36 of the MI&S Datacenter Podcast: Stargate - Is It Real?
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: Stargate - Is It Real? 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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