Patrick "at" MoorInsightsStrategy "dot" com

23 Apr RESEARCH PAPER: IBM Announces POWER8 with OpenPOWER Partners

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IBM is reinforcing its newfound open processor strategy with a POWER8 processor and servers that target cloud and big data solutions. IBM typically claims that new POWER chips offer superior performance than Intel Xeon, the industry leader, and this chip is no exception. POWER8 will be well received by IBM’s traditional scale-up AIX installed base. [...]

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31 Mar RESEARCH PAPER: Stratus Cloud Solution Beta: SDA for OpenStack Private Clouds

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OpenStack has critical mass and is the de facto standard for deploying open source-based clouds. (See our OpenStack point-of-view here.) With increasing levels of investment by service providers like AT&T, Comcast, and Rackspace and infrastructure vendors like Cisco, EMC, HP, IBM, Intel, and Red Hat, OpenStack private/hybrid clouds are becoming a strong alternative to traditional [...]

27 Mar Nvidia And VMWare: The Biggest Cloud Announcement This Week You May Not Have Heard About

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Nvidia is just now finishing up its annual ecosystem show which I attended this week. It’s called the “GPU Technology Conference”, or “GTC” for short.  Held in San Jose, thousands of developers came to learn best practices and hear new information on all things Nvidia. This year, the big themes were accelerating big data analytics, machine [...]

04 Mar RESEARCH PAPER: Vidyo Disaggregates Multipoint Control Unit (MCU) to Scale Videoconferencing

Vidyo

Camera sensors and video-capable displays are following Moore’s Law: declining cost and increasing quality curves. Video hardware is now ubiquitous in mobile computing devices (smartphones, tablets, and notebooks). As camera module costs continue to decline, a growing range of low-cost consumer and commercial devices will be video-enabled, including many types of Industrial Internet of Things (IIoT) [...]

27 Feb Who Were The Big Chip Winners At Mobile World Congress?

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I spent this week at the 2014 Mobile World Congress in Barcelona, Spain. As is usual, I was on the lookout for new or disruptive mobile devices, technologies, usage models, software, and services. What I want to talk about in this column are mobile application processors and modems. If you are following this space in [...]

26 Feb Qualcomm, MediaTek, and Intel SKUs at Mobile World Congress 2014

I spent this week at the 2014 Mobile World Congress in Barcelona, Spain. As is usual, I was on the lookout for new or disruptive mobile devices, technologies, usage models, software, and services. What I want to talk about in this column are mobile application processors and modems. If you are following this space in [...]

24 Feb The State of Nvidia’s LTE Modems At Mobile World Congress

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Nvidia made some very interesting announcements at this year’s Mobile World Congress in Barcelona. While they won’t win the “most mobile SKUs” award, what is apparent is that they are making major headway with their software-based LTE modem technology. Let’s look at what Nvidia announced at MWC 2014. Global LTE data with Tegra Note 7 First, Nvidia [...]

21 Feb Why Mobile Could Be The Primary Driver of 4K Experiences

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As I begin my journey to this year’s Mobile World Congress in Barcelona, I am thinking through the major trends and inflections that will most impact mobile technology and usage models going forward. One of those I wrote about last week was quick charging. What I would like to talk about now is 4K capabilities on mobile [...]

19 Feb Has Qualcomm Finally Fixed The Smartphone Charging Problem?

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Over the last decade, the smartphone has become firmly entrenched as society’s indispensable electronics device. The recent mobile phenomenon was enabled through innovations in hardware, software, services, and business model changes which fed consumers’ thirst for always-on, always-connected computing with smartphones and tablets. Most of the enablers have increased or improved exponentially, but others, like [...]

18 Feb How Hewlett-Packard Proved Me Right

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Over a year ago, I wrote an article on Forbes entitled, “What Many People Are Missing About HP,” right after Hewlett-Packard ’s securities analyst day. That day, the stock price started around $17 and ended the day below $15. While I am no financial analyst, but rather an industry analyst, my basic thesis in the column was that Hewlett-Packard’s [...]