The Six Five with Patrick Moorhead and Daniel Newman

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Patrick Moorhead and Daniel Newman cover Tesla and SpaceX's $16.8 billion TerraFab chip factory, Samsung's zHBM debut at FMS 2026, a week of frontier model launches, and a simulated debate for "The Flip" over whether custom silicon will capture the majority of AI workload dollars by 2028. The episode closes with earnings from SpaceX, Palantir, AMD, Astera Labs, IonQ, and Lattice Semiconductor.

The handpicked topics for this week are:

TerraFab Breaks Ground in Grimes County, Texas: Moorhead and Newman dig into Tesla and SpaceX's approved $16.8 billion TerraFab chip factory near Texas A&M, where Intel is confirmed as a digital foundry partner despite minimal SEC disclosure so far. Moorhead raises the open question of who handles the analog side of production that Intel doesn't cover, and Newman points to Musk's track record of hitting ambitious goals years behind his original stated timelines. Both hosts frame the investment as a genuine step toward expanding domestic chip manufacturing. (The Decode)
Samsung's zHBM Headlines a Blockbuster Memory Show at FMS 2026: The hosts cover the Future of Memory and Storage show in Santa Clara, where Samsung's BVNAND and zHBM concepts headlined alongside new announcements from Kioxia, SanDisk, and SK Group's high-bandwidth flash spec through OCP. Pat traces the industry's swing from oversupply and negative margins to today's memory shortage, driven by AI demand that has grown 5-10x faster than expected. Daniel adds that stacking memory directly on the accelerator, as zHBM proposes still needs to solve for the physical constraints of heat before it becomes production-ready. (The Decode)
Three Frontier Model Launches Land in a Single Week: Alibaba shipped Qwen 3.8 Max, DeepSeek released V4 Flash at 14 cents per million tokens, and Meta debuted its first coding agent, prompting a discussion on how fast the frontier is moving. Newman argues every company will need a new benchmark built around operational workloads and real-world token efficiency. He points out that Chinese model usage and frontier lab revenue are both climbing simultaneously, and makes the case that healthy frontier labs are essential to funding the open source models built in their wake. (The Decode)
Anthropic and AMD Both Make Moves on Custom Silicon: Anthropic confirmed it's developing custom AI chips, reportedly with Samsung and reportedly Broadcom. AMD announced its acquisition of Taalas, a company that etches model weights directly into silicon for major inference speed gains. Patrick traces his own multi-year prediction that heterogeneous computing would become standard, pointing to Google's TPU program as proof it can work at scale. Daniel frames both moves as evidence that AI companies are racing to control total cost of ownership (TCO) as memory and compute costs keep climbing. (The Decode)
The Flip: Will Custom Silicon Capture the Majority of AI Workload Dollars by 2028? Patrick argues every frontier lab is now pursuing vertical integration, citing Anthropic's new chip program, AMD's acquisition of Taalas, and NVIDIA's $20 billion license of Grok's inference technology as evidence the shift toward specialized silicon has become a step function. Daniel counters that every lab building custom silicon is simultaneously signing record contracts with NVIDIA and AMD, arguing that compute itself functions as the real moat regardless of chip architecture. (The Flip)
SpaceX Posts 92% Growth in Its First Public Earnings Report: SpaceX's debut public earnings showed 92% growth, narrowing losses, and rapidly expanding AI compute revenue layered on top of its launch and satellite businesses. Daniel flags new AI deals with Google and Anthropic as driving much of that growth, while Pat highlights that the company's stated $100 billion run rate target depends heavily on December performance and questions how soon TerraFab related capex will hit the income statement. (Bulls and Bears)
Palantir Delivers Its Fastest Revenue Growth in Company History: Palantir posted 93% year-over-year growth and record commercial revenue, with CEO Alex Karp highlighting that no company at Palantir's scale has grown this fast before. Patrick points to the company's sovereign AI positioning as being well-timed given growing enterprise distrust of frontier model providers, and Daniel adds that 150% commercial growth is far outpacing other enterprise software peers. (Bulls and Bears)
AMD Posts Record Growth as Investors Expect Even More: AMD delivered record revenue and growth. Investors had priced in results closer to NVIDIA's historic beats, and capex nearly quadrupled without much detail on where the spending is going. Moorhead traces the increase to AMD building out Helios rack-scale systems ahead of shipping, and both hosts note the timing of Elon Musk's public NVIDIA endorsement landed awkwardly on AMD's earnings day. (Bulls and Bears)
Astera Labs Beats on Revenue and EPS as the Market Shrugs: Astera Labs beat on both top line and EPS, posting record growth off a still small base. Pat points out new CXL innovations unveiled at FMS as evidence of the company's position building connectivity infrastructure alongside Broadcom and Marvell. (Bulls and Bears)
IonQ Raises Guidance and Closes Its $1.8 Billion Skywater Acquisition: IonQ raised its FY26 guidance from $280 to $290 million and closed its Skywater acquisition, positioning the company as a vertically integrated quantum player across networking, sensing, and compute. Daniel notes IonQ is approaching a billion dollar annual run rate once Skywater is included, and highlights a new Anduril partnership as a notable expansion into defense. Patrick adds nuance to the "only quantum pure play with foundry assets" framing, noting other quantum companies maintain foundry relationships of their own. (Bulls and Bears)
Lattice Semiconductor Beats Across Revenue, EPS, and Guidance: Lattice beat on revenue, EPS, and guidance, growing 62% and closing its $1.65 billion AMI acquisition. Newman points to the company's data center AI segment growing 83% as FPGA content keeps expanding inside rack scale systems, and both hosts frame Lattice as approaching a billion dollars in annual revenue. (Bulls and Bears)

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The Decode

TerraFab Breaks Ground in Grimes County, Texas https://techcrunch.com/2026/08/06/tesla-and-spacex-willinvest-16-8b-to-start-building-terafab-chip-factory-intexas/

FMS 2026 in Santa Clara https://news.samsung.com/global/samsung-unveils-next-gen-3d-memory-vision-at-fms-2026-charting-the-future-of-ai-infrastructure

The Frontier-Model Compression Week https://www.reuters.com/business/retail-consumer/alibaba-unveils-its-most-capable-ai-model-date-not-far-behind-moonshots-size-2026-08-03/ https://huggingface.co/blog/ResterChed/deepseek-v4-flash-official-release https://www.reuters.com/technology/meta-launches-new-ai-coding-tool-powered-by-muse-spark-12-2026-08-05/

The Heterogeneous-Compute Week https://www.reuters.com/business/anthropic-build-in-house-chip-design-team-claude-hire-engineers-2026-08-05/ https://ir.amd.com/news-events/pressreleases/detail/1296/amd-acquires-taalas-to-advance-compute-solutions-for-rapidly-growing-ai-inference-market

The Flip

Will Custom Silicon Capture the Majority of AI Workload Dollars by 2028? FOR: https://www.reuters.com/business/anthropic-build-in-house-chip-design-team-claude-hire-engineers-2026-08-05/ AGAINST: https://ir.amd.com/news-events/pressreleases/detail/1292/amd-and-anthropic-announce-strategic-partnership-to-deploy-up-to-2-gigawatts-of-amdinstinct-mi450-series-gpus

Bulls and Bears

SpaceX Q2 2026 Earnings https://www.cnbc.com/2026/08/04/spacex-spcx-earningslive-updates-q2-2026.html

Palantir Q2 2026 Earnings https://www.businesswire.com/news/home/20260802523449/en/Palantir-Reports-Q2-2026-U.S.-Comm-Revenue-Growth-of-149-YY-and-Revenue-Growth-of-93-YY-Raises-FY-2026-Revenue-Guidance-to-82-YY-Growth-and-U.S.-Comm-Revenue-Guidance-to-134-YY-Crushing-Consensus-Expectations

AMD Q2 2026 Earnings https://www.cnbc.com/2026/08/04/amd-earnings-report-q2-2026.html

Astera Labs Q2 2026 Earnings https://finance.yahoo.com/technology/articles/astera-labsreports-second-quarter-200500111.html

IonQ Q2 2026 Earnings https://www.ionq.com/news/ionq-announces-record-second-quarter-2026-revenues-growing-287-yoy

Lattice Semiconductor Q2 2026 Earnings https://www.investing.com/news/company-news/lattice-q2-2026-slides-record-revenue-ami-deal-drive-growth-93CH-4836197

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Patrick Moorhead and Daniel Newman break down a chaotic week that included Jensen Huang's debut on X in defense of open models, a new enterprise agentic reference blueprint from EY, NVIDIA, and LangChain, and a 24-hour market whiplash triggered by a hedge fund's forced liquidation into Citadel. The hosts also cover a stacked earnings week from Microsoft, Meta, Qualcomm, Arm, Apple, and Amazon, plus IonQ's move into vertical integration with its SkyWater acquisition.

The handpicked topics for this week are:

Jensen Huang Joins X and Defends Open Models: Jensen Huang's debut post on X drew a fast-growing following while promoting open models and unveiling the Open Secure AI Alliance alongside Satya Nadella. The same week, more than a thousand frontier lab employees signed a letter urging a slower pace, with Anthropic notably absent from both the alliance and the caution letter. (The Decode)
China's Distillation Debate Resurfaces Alongside the Open Model Push: Patrick argued that distillation is not theft and should be treated as fair competitive practice, contrasting it with copyright cases where creators are compensated directly. Daniel noted that Kimi K2's training run relied on a large NVIDIA cluster, reinforcing that Chinese open models still depend heavily on U.S. hardware. (The Decode)
EY, NVIDIA, and LangChain Ship an Agentic Deployment Blueprint: A new reference architecture from EY, NVIDIA, and LangChain gives enterprises a template for moving agentic workloads from pilot to production. Patrick called it evidence that enterprise AI adoption remains in its early stages, with integration sitting around five percent of total workflow potential. (The Decode)
Memory Pricing Becomes the New Infrastructure Tax: Memory is emerging as one of the biggest cost pressures in AI infrastructure. Meta has pointed to rising memory costs in its capital spending outlook, while Apple CEO Tim Cook has warned that higher memory costs are expected to persist as supply remains constrained. Patrick argued that memory vendors are finally capturing the value of a component that has shifted from commodity to strategic asset, while noting that Chinese memory manufacturer CXMT remains an important geopolitical wildcard that could reshape the competitive landscape. (The Decode)
IonQ Buys Its Way Into Vertical Integration: IonQ closed a $1.8 billion acquisition of SkyWater Technology, making it the only quantum computing company in the United States to own its own chip foundry. Daniel compared the move to how hyperscalers are rewarded for owning their full stack, positioning IonQ as a potential anchor point for other quantum companies needing foundry capacity. (The Decode)
The Flip: Is the Hyperscaler Capex Debate Over? Pat and Dan take opposite sides to pressure test whether or not Wall Street will keep funding unlimited AI infrastructure spending as long as revenue growth keeps accelerating. Daniel argued backlog and margin growth at Microsoft, Amazon, and Google justify the spending. Patrick countered that conversion, not just revenue, is what the market is actually pricing. (The Flip)
AI Trade Rocked by Forced Deleveraging: The forced liquidation of leveraged hedge fund Situational Awareness into Citadel sparked a violent market reversal that erased itself within 24 hours, with SanDisk, Micron, and Microsoft all posting double-digit rebounds. Patrick and Daniel walked through how SK hynix's earnings miss helped trigger a broader deleveraging event that briefly rattled confidence in the AI trade. (Bulls & Bears)
Microsoft Delivers a Standout Quarter: Microsoft beat across Intelligent Cloud and Azure, with CFO Amy Hood committing to positive free cash flow by 2027 and Copilot usage now rivaling Outlook and Teams in weekly engagement. Patrick and Daniel called it one of the strongest quarters the company has posted this cycle after a year of being punished in the market. (Bulls & Bears)
Meta's Guide Overshadows Its Revenue Growth: Meta grew revenue 27% year over year. A narrowed capex guide tied to rising component costs and deepening Reality Labs losses drove the stock down. (Bulls & Bears)
Qualcomm Leans on Diversification as Handsets Slow: Qualcomm's results were mixed, with declining handset revenue offset by growth in automotive and an emerging data center business expected to contribute meaningful revenue within a few quarters. Daniel Newman noted the company is on pace for more than half its revenue to come from outside handsets by next year. (Bulls & Bears)
Arm Turns IP Licensing Into Silicon Revenue: Arm beat across revenue and guidance, then sold off on its outlook. The company disclosed a pipeline of more than $2 billion in demand for its new AI data center chips from customers including Oracle and Meta. (Bulls & Bears)
Apple Returns to the Top of the Market: Strong iPhone and Mac sales helped Apple deliver a revenue beat and briefly overtake NVIDIA as the world's most valuable company by market capitalization, aided by a broader rotation out of AI and semiconductor stocks. Patrick and Daniel unpacked what drove the move, while highlighting a softer-than-expected services performance and the impact of tariff-related tailwinds as key factors to watch heading into next quarter. (Bulls & Bears)
Amazon Posts Its Fastest AWS Growth in 18 Quarters: AWS revenue accelerated 37%, its fastest pace in a year and a half, while Amazon raised capex guidance to as much as $220 billion. Daniel pointed to Amazon's in-house chip business, now on a $25 billion annualized run rate, as a sign the company's infrastructure bets are converting into revenue. (Bulls & Bears)

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The Decode

Jensen Huang's first post on X: https://x.com/JensenHuang/status/2080643682408321103?s=20

EY-NVIDIA-LangChain blueprint: https://www.ey.com/en_gl/newsroom/2026/07/ey-expands-nvidia-powered-enterprise-ai-capabilities-with-industry-first-validation-of-nvidia-nemoclaw-for-langchain

Memory pricing / Tim Cook commentary: https://finance.yahoo.com/technology/article/apple-ceo-tim-cook-says-this-100-year-flood-wont-be-receding-anytime-soon-121832016.html

IonQ SkyWater acquisition as a vertical integration play: https://thequantuminsider.com/2026/07/28/ionq-receives-regulatory-approval-to-complete-acquisition-of-skywater-technology/ The Flip

The hyperscaler capex debate:

FOR: Microsoft just proved the market rewards accelerating AI revenue regardless of capex size:

https://www.investing.com/news/transcripts/earnings-call-transcript-microsoft-q4-2026-beats-forecasts-stock-jumps-8-93CH-4822020

AGAINST — Eventually $250B-annual infrastructure programs must produce free cash flow, not just backlog and revenue growth: https://247wallst.com/investing/2026/07/29/fast-money-host-warns-hyperscaler-capex-binge-is-issuing-near-junk-as-data-center-buildout-shows-cracks/

Bulls & Bears Situational Awareness / market whiplash: https://www.wsj.com/finance/investing/situational-awareness-down-67-in-july-in-ai-stock-rout-cd19901f

Microsoft Q4 2026 earnings: https://www.investing.com/news/transcripts/earnings-call-transcript-microsoft-q4-2026-beats-forecasts-stock-jumps-8-93CH-4822020

Meta Q2 2026 earnings: https://finance.yahoo.com/news/meta-misses-on-q2-earnings-stock-tumbles-121325403.html

Qualcomm Q3 2026 earnings: https://www.qualcomm.com/news/releases/2026/07/qualcomm-announces-third-quarter-fiscal-2026-results

Arm Q1 FY27 earnings: https://newsroom.arm.com/news/arm-q1-fye27-results

Apple Q3 FY2026 earnings: https://www.apple.com/newsroom/2026/07/apple-reports-third-quarter-results/

Amazon Q2 2026 earnings: https://finance.yahoo.com/markets/stocks/articles/amazon-q2-2026-earnings-aws-204411872

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OpenAI files for a trillion-dollar IPO the same week a pre-release model breaches Hugging Face and 42 state attorneys general open a coordinated investigation. Patrick Moorhead and Daniel Newman also break down AMD's hyperscaler CPU numbers from Advancing AI, the Moonshot distillation accusations, a wave of coordinated AI governance moves in Washington, and a stacked earnings slate spanning TSMC, Alphabet, IBM, ServiceNow, and Intel.

The handpicked topics for this week are:

OpenAI compresses a trillion-dollar IPO filing, a 42-state AG investigation, and a Hugging Face breach into five days: OpenAI and Anthropic both filed S-1 paperwork the same week 42 state attorneys general opened a coordinated investigation into OpenAI's data handling and safety practices, and a pre-release model reportedly breached Hugging Face days later. Moorhead and Newman question the timing, noting a rogue-agent narrative surfacing in the same week as a trillion-dollar valuation push draws obvious scrutiny. (The Decode)
AMD's Advancing AI event puts a number on its hyperscaler momentum: Lisa Su confirmed Helios ships at the end of Q3 with volume ramping in Q4, backed by two-gigawatt capacity commitments from Microsoft and Anthropic and a claimed 70 to 75 percent share of hyperscaler CPU deployments. Moorhead points to NVIDIA's multi-layer software stack as the harder barrier AMD still has to close. (The Decode)
Washington accuses Moonshot of distilling Anthropic's models days after Xi Jinping's WAIC keynote: Xi launched a 29-country AI cooperation organization at the Shanghai World AI Conference, and US officials Kratsios and Bessent followed with claims that Moonshot's Kimi K3 model shows data overlap with Anthropic's Opus models. Newman points to NVIDIA hardware in the training runs as evidence the distillation question extends beyond software alone. (The Decode)
Five layers of government moved on AI oversight in a single week: Congress drafted a breach-response framework in reaction to the Hugging Face incident, the White House's 30-day pre-release review framework nears finalization, and state attorneys general and statehouses continue advancing their own rules in parallel. Moorhead notes nearly two decades of prior Capitol Hill engagement compressed into a single week of coordinated action, with each branch pursuing a different definition of the problem. (The Decode)
Chinese open-source models now account for roughly a third of US developer traffic, and Moorhead and Newman take opposite sides on what it means: Moorhead argues enterprises are de-risking away from frontier-lab dependency, pointing to demand for smaller, workflow-specific open models. Newman counters with Vercel data showing those models capture 29 percent of gateway tokens against just 4 percent of revenue, framing the shift as a price discount that enterprise dollars have yet to follow. (The Flip)
TSMC sells out CoWoS packaging capacity through 2026 and confirms a 10 percent price increase for 2027: The company posted a record quarter and committed $100 billion to its Arizona expansion on top of the pricing move. Newman calls the sustained capital spending a signal that the broader AI buildout still has runway. (Bulls & Bears)
Google Cloud grows 82 percent as Alphabet posts its first-ever negative free cash flow quarter: The company raised its capital expenditure guidance to $195 to $205 billion and beat on revenue and EPS once one-time gains from its SpaceX and Anthropic stakes are excluded. Newman frames the spending as evidence Alphabet is prioritizing long-term AI infrastructure position over near-term cash generation. (Bulls & Bears)
IBM misses Q2 revenue at $17.16 billion and cuts its full-year growth guide to 4 to 5 percent: Mainframe revenue fell 42 percent as enterprises redirected budget toward GPU and AI infrastructure purchases. CEO Arvind Krishna says a portion of the delayed deal flow has already resumed into the current quarter, pointing toward a potential rebound. (Bulls & Bears)
ServiceNow crosses $1 billion in agentic AI annual contract value and raises its full-year guide: Agentic AI usage in production climbed 9x in nine months, and the company reaffirmed a target of $1.5 billion in AI ACV by year end. Newman points to margin compression from recent acquisitions as the tradeoff behind the platform's push into workflow and security convergence. (Bulls & Bears)
NetSuite's new agentic platform, Next, becomes part of Six Five's own back-office stack: Newman and Moorhead both confirmed their companies are testing NetSuite Next for finance and accounting workflows. Newman points to the rollout as evidence that established SaaS platforms are absorbing agentic features directly into existing systems.
Intel posts its fastest revenue growth since 2011 and lifts 2026 capital spending guidance: EPS came in near double consensus estimates, and CFO David Zinsner signaled a significant capex increase for 2027 tied to 14A demand. Moorhead reads the spending signal as confirmation of an anchor customer for the 14A node, ahead of any formal announcement. (Bulls & Bears)

Watch the full video at sixfivemedia.com, and be sure to subscribe to our YouTube channel so you never miss an episode.

OpenAI's High-Stakes Week: https://www.npr.org/2026/07/23/g-s1-135085/openai-hacking-ai-models
AMD's Advancing AI Push: https://blogs.microsoft.com/blog/2026/07/20/microsoft-expands-azure-ai-and-hpc-infrastructure-with-amd/
Moonshot and the Distillation Debate: https://x.com/mkratsios47/status/2079933645888880708
Five Layers of AI Governance: https://www.politico.com/news/2026/07/22/openai-hugging-face-congress-response-01009190
Chinese Open-Source Traffic Debate: https://www.cnbc.com/2026/07/07/chinese-ai-models-costs-us-openai-anthropic.html ; https://wyomingdatacenterfacts.com/2026/07/20/the-quiet-surge-how-chinese-open-weight-models-are-powering-u-s-ai/
TSMC's Pricing Power: https://www.bloomberg.com/news/articles/2026-07-21/tsmc-in-talks-to-raise-prices-by-up-to-10-in-2027-nikkei-says
Alphabet's Cash Flow Turn: https://qz.com/alphabet-google-second-quarter-earnings-revenue-cloud-072226
IBM's Mainframe Miss: https://www.cnbc.com/2026/07/22/ibm-q2-earnings-report-2026.html
ServiceNow and NetSuite's Agentic Push: https://newsroom.servicenow.com/pressreleases/details/2026/ServiceNow-Reports-Second-Quarter-2026-Financial-Results/default.aspx ; https://www.netsuite.com/portal/home.shtml
Intel's Growth Signal: https://www.cnbc.com/2026/07/23/intel-intc-earnings-report-q2-2026.html

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Patrick Moorhead and Daniel Newman unpack OpenAI's reported equity offer to the U.S. government, Anthropic's phased return following export controls, and why AWS and Microsoft are betting billions on the engineers who deploy AI rather than the labs that train it. They also dig into NVIDIA's response to its roadmap critics, Meta's expanding cloud ambitions, and the week's biggest market developments, from SpaceX to Samsung. Catch the full analysis on Episode 311 of The Six Five Pod.

The handpicked topics for this week are:

OpenAI's Equity Offer to Washington: OpenAI is reportedly considering offering the federal government a 5-10% stake in exchange for a two-year runway on Department of Defense contracts. Pat and Daniel read it as a distribution and IPO hedge rather than a governance concession, especially with a trillion-dollar valuation still the target. (The Decode)
Anthropic's Phased Return After Export Controls: Fable 5 is back online, and Mythos remains partially restored to a limited set of vetted institutions following Commerce Department approval, a rollout Pat treats as the first real test case for how future frontier models clear review. Daniel adds that Alibaba's claimed block on Claude in China carries more optics than substance given how easily a VPN routes around it. (The Decode)
NVIDIA and Palantir's Open Source Enterprise Play: Alex Karp's viral CNBC interview argued that enterprises pairing Palantir with NVIDIA's Nemotron models can match frontier-level output without a frontier lab in the loop, a clip that pulled nearly 200,000 views once Pat posted it. Both hosts agree the priority for open source models has moved from leading capability benchmarks to closing that gap fast enough for slower-moving enterprises to adopt them. (The Decode)
Forward-Deployed Engineering Becomes a Billion-Dollar Line Item: AWS invested $1 billion, followed just two days later by Microsoft's $2.5 billion commitment to forward-deployed engineering teams, signaling a shift in where enterprise AI value is being created. Daniel argues the biggest opportunity now lies in implementation talent rather than model development, while Patrick sees the investments as a strategic hedge, noting that frontier AI labs have already been building their own forward-deployed engineering organizations to help customers put AI into production. (The Decode)
Meta's Cloud Ambitions Meet a Trust Problem: Meta Cloud can likely match neocloud-level GPU pricing and performance, but Pat argues the company's record outside advertising makes enterprise-grade services a much harder sell. He expects the offering to function as tactical overflow capacity for labs needing compute, with a shelf life tied to demand rather than a durable AWS rival. (The Decode)
The Flip: Has Enterprise AI Value Already Left the Model Layer? Daniel argues that Microsoft and AWS writing nine- and ten-figure checks for forward-deployed engineering in the same week, alongside an essay from Microsoft's Satya Nadella declaring models replaceable, confirms that implementation talent now captures value model providers used to keep. Pat counters that today's models remain far from AGI, and that once frontier labs get there they will spin off cheap narrow models fast enough to keep pricing power on their side.
SpaceX Joins the Nasdaq 100 Within Weeks of Its IPO: SpaceX entered the index just 15 days after going public, the fastest addition on record, which Pat says will pull in passive buying regardless of the underlying valuation. Both hosts flag the speed itself as a signal of broader market froth.
SK Hynix and Samsung Signal Memory's Return to the Center of the AI Trade: SK Hynix is pursuing a $28 billion US listing that could value the company near a trillion dollars, timed just ahead of Samsung earnings both hosts expect to show a sharp profit jump. Daniel ties the moves directly to NVIDIA's memory demand, and Pat notes most investors had barely heard of SK Hynix before this year.
NVIDIA and Microsoft Split Paths in the Magnificent Seven: NVIDIA gained 7% for the half while Microsoft shed 23%, a divergence Pat ties to Microsoft's exposure to OpenAI's fading momentum and its perception as a bundled SaaS play rather than a leading infrastructure provider. Daniel calls the selloff overdone and floats it as a generational buying opportunity.
NVIDIA's Roadmap Rebuttal Tests the Limits of Corporate Denial: NVIDIA issued a statement calling its roadmap intact after a SemiAnalysis report raised delay concerns tied to its Kyber rack architecture, and Pat reads the denial as legally meaningful given the liability regulated companies take on when refuting analyst claims. Both hosts land on the same read, that first customer shipment may hold while full volume ramp slips.
Palo Alto Networks and CrowdStrike Undercut the SaaSpocalypse Narrative: CrowdStrike climbed 95% and Palo Alto Networks gained 113% from April to June, each posting record quarters that Daniel says quiet the theory that frontier models would simply replace dedicated cyber tools. Pat adds that security was always the wrong category for that narrative, since it ranks among AI's biggest risks rather than one of its casual replacement targets.

New episodes of the Six Five Pod land every week. Watch the full video at sixfivemedia.com, and be sure to subscribe to our YouTube channel so you never miss an episode.

The Decode The American AI Champions Doctrine Comes Into Focus — OpenAI 5% Gov Stake, GPT-5.6 Gated to 20 Orgs, and MGX Closes $49B https://www.cnbc.com/2026/07/02/openai-proposes-us-government-own-5percent-stake-to-address-political-blowback.html

Anthropic's Super-Week — Mythos + Fable Restored (with California in Tow), and Alibaba Fires Back https://www.axios.com/2026/06/27/commerce-anthropic-mythos-restrictions-lift

Palantir–NVIDIA Sovereign AI Alliance — Karp Attacks Token Pricing, Stock +8–9% https://blogs.nvidia.com/blog/palantir-secure-ai-us-agencies-nemotron-open-models/

The Embedded AI Engineering Arms Race — AWS $1B FDE Meets Microsoft Frontier Company ($2.5B) https://www.reuters.com/business/retail-consumer/amazons-aws-commits-1-billion-toward-new-unit-embedded-ai-engineers-2026-06-30/

Pat's Anthropic Forbes' Article https://www.forbes.com/sites/patrickmoorhead/2026/05/05/enterprises-need-to-be-careful-before-they-go-all-in-on-anthropic/

Meta Compute — The World's Biggest AI Capex Spender Becomes a Cloud Provider https://www.cnbc.com/2026/07/01/metas-plan-to-launch-a-cloud-business-eases-the-biggest-overhang-on-the-stock.html

The Flip: Enterprise AI value has shifted from model providers to implementation partners — the buyer's next big check is for who builds it, not who trained it. FOR: The AI stack has commoditized fast enough that integration is the new moat. https://www.reuters.com/business/retail-consumer/microsoft-launches-firm-help-companies-adopt-ai-with-25-billion-2026-07-02/

AGAINST: Frontier-model access is still the scarcity, and enterprise IP is the real moat. https://www.cnn.com/2026/06/26/tech/anthropic-mythos-release

Bulls & Bears

SpaceX Joins the Nasdaq-100 Effective July 7 — First-Ever Pre-IPO-Type Index Add of Its Kind https://finance.yahoo.com/markets/stocks/articles/spacex-joins-nasdaq-100-july-133000124.html

SK Hynix Launches ~$28B Nasdaq ADR Listing Today — Potentially the Biggest-Ever First-Time Sale by a Foreign Company https://www.bloomberg.com/news/articles/2026-07-05/sk-hynix-seeks-access-to-ai-investors-in-29-billion-us-listing

H1 Mag-7 Divergence — NVDA +7.3% While MSFT Shed 22.9% Over the Same Six Months https://finance.yahoo.com/markets/article/tech-stocks-post-best-6-months-since-2023--even-with-much-of-the-magnificent-7-in-the-penalty-box-chart-of-the-day-100000120.html

Palo Alto Networks and CrowdStrike Log Best Cyber Quarters Ever — +113% and +95% Between April and June https://www.cnbc.com/2026/06/30/palo-alto-crowdstrike-stock-ai-mythos.html Enterprises Need To Be Careful Before They Go All-In On Anthropic https://www.forbes.com/sites/patrickmoorhead/2026/05/05/enterprises-need-to-be-careful-before-they-go-all-in-on-anthropic/

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On Episode 310 of The Six Five Pod, Patrick Moorhead and Daniel Newman unpack the biggest stories from the week, including insights from Qualcomm Investor Day 2026, OpenAI and Broadcom's Jalapeño AI chip, Anthropic's Micron partnership, SpaceX's massive Reflection AI compute deal, Sakana AI's new Fugu orchestrator, and why memory is emerging as a critical layer of AI infrastructure. Plus, Bulls & Bears covers NVIDIA's $25B bond offering, Apple's MacBook price increases, Micron's record quarter, and Cerebras' first earnings as a public company.

The handpicked topics for this week are:

Qualcomm Investor Day 2026 — The Data Center Debut: Pat and Dan break down Qualcomm's push into the data center after the company took the stage with Microsoft's Satya Nadella and Meta's Mark Zuckerberg as named customers. They unpack the new Dragonfly platform, including the C1000 250-core data center CPU with PCIe Gen 7 and CXL, the AI200 and AI250 inference accelerators, and a novel High Bandwidth Compute (HBC) architecture that stacks compute under LPDDR memory at dramatically lower cost than HBM. They highlight Qualcomm's ambitious growth targets: $15B data center revenue target for FY 2029, an increased total non-handset revenue goal from $22B to $40B, and a shortened timeline for automotive revenue by two years. They also debate the identity of Qualcomm's unnamed hyperscaler customer and why its robotics opportunity may be flying under the radar. (The Decode)
OpenAI and Broadcom Unveil Jalapeño, OpenAI's First Custom Chip: A photo of Sam Altman and Hock Tan holding a wafer and packaged die kicked off OpenAI's reveal of Jalapeño, a custom inference chip built with Broadcom and slated for late-2026 deployment. The chip reached tape-out in roughly nine months, which is an aggressive cycle for an ASIC of this size, and uses HBM3E memory. Pat takes a victory lap on his long-standing heterogeneous compute thesis: every hyperscaler and now every model lab is building accelerators, and the XPU efficiency argument has played out as predicted. Dan frames OpenAI's broader move as existential: they cannot serve frontier models at premium margins if compute remains constrained. He flags that OpenAI is trying to do everything from chips and fabs to social networks and browsers, and that its IPO is now delayed. (The Decode)
Anthropic and Micron Sign a Strategic Multi-Year Memory Agreement: Anthropic and Micron announced a multi-year supply agreement for HBM, DRAM, and SSDs, including co-designed next-generation memory for AI workloads, along with a strategic investment by Anthropic in Micron. The pattern mirrors Samsung and SK Hynix's pre-funding Anthropic in May, and follows OpenAI's Jalapeño as another frontier lab moving to lock in supply chain control. Dan frames it as the same circular financing playbook NVIDIA ran two to three years ago, but with the ball now in the memory triopoly's court. Pricing-floor agreements with no ceilings, customized rather than commoditized memory architecture, and demand running well past the previously assumed 2027-2028 horizon. Pat notes that the rumored 14% free cash flow margin at Anthropic makes the strategic investment math work cleanly for both sides. (The Decode)
SpaceX Signs $6.3B Compute Deal with Reflection AI: SpaceX inked a $6.3B compute lease with open-source AI lab Reflection AI, at $150M per month from July 2026 through 2029, giving Reflection access to NVIDIA GB300 chips inside the Colossus infrastructure. Combined with the $920M-per-month Google compute contract and existing xAI commitments, SpaceX now has a contracted backlog larger than most public AI startups' entire revenue base, with some calling it the largest commercial AI infrastructure provider at $80B in contracted revenue. Pat reads it as XAI failing to land with developers, consumers, or enterprises, leaving SpaceX with a pot of gold worth far more as wholesale capacity than as XAI's own training compute. Dan flags that Google owning 7% of SpaceX ahead of an IPO is not accidental, and the open question is whether this becomes a Nebius-style infrastructure trade or a full-stack Google-equivalent platform. (The Decode)
Japan's Agentic Orchestrator Sakana AI Ships Fugu Plus and Fugu Ultra: Japan's Sakana AI released Fugu Plus and Fugu Ultra, an agentic orchestrator built on a multi-agent MOE approach that routes workloads across multiple underlying models rather than training a new frontier base model. Sakana claims agentic capabilities on par with or better than top frontier models at significantly lower input/output token costs, similar to the DeepSeek and GLM cost-undercut narrative. Pat compares the architecture to OpenRouter and notes the developer-facing parallel to Perplexity Computer's model-routing approach. Both agree that models themselves are no longer moats, and suggests the real moat is the harness, tooling, connectivity, looping, agentic stack, and total compute availability. Expect more sovereign agentic plays from Japan, the Middle East, and elsewhere on the same template. (The Decode)
The Flip — Is the Era of Memory as a Commodity Over? Daniel takes the FOR side: memory has moved from commodity to strategic AI infrastructure, citing 16 multi-year agreements covering $22B in committed volume booked through 2027, 84.9% gross margins higher than NVIDIA's, the technology barriers of HBM yield/stacking/packaging that only three companies can clear, and demand drivers tied to HBM as the binding constraint on every AI accelerator rather than to elastic consumer cycles. Patrick takes the AGAINST side: long-term agreements and SCAs signal a commodity in a strong cycle, not a structural rerating; nearly every relevant memory standard — DDR5, MRDIMM, HBM3/3E/4, LPDDR5X/6, GDDR6/7, LPCAM2 — is JEDEC-standard and therefore commodity at the pin; and CXMT's China DDR5 production ramps in 2H 2026 with Lenovo already shipping and HP and Dell qualifying. Custom HBM4 and Qualcomm-style HBC are where strategic memory genuinely lives. (The Flip)
NVIDIA's $25B Investment-Grade Bond Offering: NVIDIA priced a $25B multi-tranche bond offering on June 15, its first investment-grade debt sale since 2021, with seven tranches maturing between 2028 and 2056 and $85B in orders against an initial $20B target. Dan reads it as raising when capital is cheap, and oversubscription is real. NVIDIA doesn't need the money, it has a gold balance sheet, and is establishing a credit benchmark rather than funding CapEx. Pat agrees the optics are clean, but flags the irony of NVIDIA, with negative debt, borrowing while the stock trades like dead money at a sub-20x forward P/E. Both note that NVIDIA's underperformance reflects the market's skepticism on memory-as-strategic and on NVIDIA's own capex pace relative to the buildout opportunity ahead. (Bulls & Bears)
Tim Cook Calls Apple's Memory Crunch Price Raises on MacBook and iPad "Unsustainable": Apple announced MacBook and iPad price increases of up to $300, with Tim Cook telling the WSJ the memory cost environment is unsustainable. AAPL fell ~5% on the news, the broader rally was momentarily wiped out before Micron held the gains by close. Dan frames it as a moment when the market saw who is going to pay for the AI buildout: the consumer. He notes Apple's pricing power and inelasticity test is now live. Pat traces the backstory to Apple's negative-margin pricing pressure on Micron during the 2022-2023 memory downturn. The question is whether consumer-price blowback will eventually flow back to the memory vendors. (Bulls & Bears)
Micron Blows the Doors Off Fiscal Q3 — $41.46B Revenue, 84.9% Gross Margin: The memory story continues as Micron reported its largest beat in company history with fiscal Q3 revenue of $41.46B versus a $35.69B consensus, EPS of $25.11, year-over-year growth of more than 340%, and a record 84.9% gross margin that is roughly 10 points above NVIDIA's. Q4 guidance came in at a $50B midpoint against a $43B consensus. The 16 multi-year strategic customer agreements add up to $22B in committed volume, with most contracts containing pricing floors but no ceilings on most of the volume — a structurally asymmetric setup. Pat notes 95% of the beat came from price, not units, which reinforces his commodity argument; Dan flips it as the early innings of an NVIDIA-style run that puts Micron's 2027 profit on par with Google. (Bulls & Bears)
Cerebras' First Earnings Report Since IPO — Revenue Doubles, Margins Compress: Cerebras (CBRS) reported its first earnings as a public company, doubling year-over-year revenue and beating the top line while missing EPS, but the stock sold off hard amid gross margin deterioration. Core revenue came in at $191M, up 12% sequentially, with a $194M Q2 guide that is essentially flat, core gross margins at 47% guiding to 36-38% and 38-41% for the year, and operating margins flipping from positive 2% to a guided -30% to -32%. Customer concentration is shifting from Core42 and G42 (86% of FY25 revenue) to OpenAI, which loaned Cerebras $1B and gets paid quarterly in warrants. Pat flags that Cerebras' uncontested speed claim is no longer uncontested with Groq, TPU v8i, and Tenstorrent putting up real numbers. Cathie Wood is down 52% on her position. (Bulls & Bears)

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The Decode Qualcomm Investor Day Lands the Data Center Pivot — Microsoft Deploying Qualcomm HBC XPUs in Azure (Per Satya Nadella) + Meta MOU on Three New Qualcomm Datacenter CPUs (Per Zuckerberg); $3.9B Modular Acquisition; Dragonfly Brand + AI200/AI250 Roadmap; HUMAIN 200MW Ramp; Qualcomm to Become Largest Automotive Silicon Company; Targets $3B Datacenter Revenue FY27, $35B by FY31 https://finance.yahoo.com/markets/stocks/articles/qualcomm-investor-day-detail-data-163247063.html

OpenAI Begins Vertical Integration — First Custom Inference Chip "Jalapeño" Unveiled With Broadcom June 24 (Hock Tan: As Good as Blackwell + TPU; ~50% Cost Savings; Late-2026 Microsoft Deployment, 10GW Multi-Gen Roadmap); Daybreak Cyber Stack (June 22) Confirms the Platform Shift https://x.com/OpenAI/status/2069770172802773292

Frontier AI Labs Are Now Financing Their Own Supply Chains — Anthropic Locks In Multi-Year Micron HBM/DRAM/SSD Supply + Micron Becomes Series H Investor; Same Pattern as Samsung + SK hynix Pre-Funded Anthropic in May; $965B Post-Money, $47B Revenue Run-Rate, October IPO Target https://investors.micron.com/news-releases/news-release-details/micron-and-anthropic-announce-strategic-agreement-scale-next

SpaceX Signs $6.3B Compute Deal With Reflection AI — $150M/Month July 2026 → End of 2029; NVIDIA GB300 + Colossus 2 Capacity; SpaceX Now Largest Commercial AI Infrastructure Provider With $80B+ Committed Compute Revenue Through 2029 https://finance.yahoo.com/technology/ai/articles/spacex-reportedly-grant-reflection-ai-162749237.html

The Sovereign AI Stack Lands — Japan's Sakana Ships Fugu + Fugu Ultra Multi-Agent System (June 22) That Beats Opus 4.8, GPT-5.5, and Gemini 3.1 Pro on 10 of 11 Benchmarks; Designed Around US Export-Control Risk; Completes the Three-Bloc Sovereign-AI Map With Mistral Compute (Europe) + DeepSeek $7.4B (China) https://www.datacamp.com/blog/sakana-fugu

The Flip Is the Era of Memory as a Commodity Over? FOR: Memory is now strategic AI infrastructure with multi-year supply lock-ins. The cycle dynamics that defined the last 30 years no longer apply. https://www.benzinga.com/markets/tech/26/06/60062500/micron-earnings-could-echo-nvidias-2023-moment-says-futurum-ceo

AGAINST: Memory is cyclical and priced for perfection. This print is either step change or top of the cycle, and the second one is more likely. https://www.cnbc.com/2026/06/25/apple-macbook-ipad-price-hike-memory.html

Bulls & Bears NVIDIA (NVDA) $25B Bond Sale Anchors the AI Debt-Finance Boom — First Bond Offering Since 2021; Joins Alphabet $80B, Amazon $27.5B, Meta $30B, Oracle Stack; Dan: "Locking In Cheap Capital While It Can" https://finance.yahoo.com/technology/ai/articles/nvidia-record-us-25-billion-131039687.html

Apple (AAPL) Falls −5%+ Thursday June 25 on Confirmed MacBook + iPad Price Hikes — Tim Cook RAM "Unsustainable" Comment Lands as Real Price Action; Apple Hikes Erase Micron-Driven Tech Rally Mid-Session; Memory Beneficiaries (SanDisk, Micron) Surge; Analysts "Mostly Nonplussed" https://tickerspark.ai/market/apple-inc-aapl-drops-5-3-as-price-hikes-spook-investors-1782399950638

Micron (MU) Q3 FY26 ACTUALS — Largest Beat in Company History; Revenue $41.46B (+346% YoY) Crushes $35.69B Consensus; Non-GAAP EPS $25.11 (+1,215% YoY) Beats $20.49; Record 84.9% Gross Margin (Higher Than NVIDIA); Q4 Guide $50B Midpoint vs $43B Consensus; Stock +18-19% Overnight to $1,242 https://www.nasdaq.com/articles/nvda-who-micron-blows-doors-q3-earnings-revs

Cerebras Systems (CBRS) Q1 ACTUALS — First Earnings Post-IPO; Revenue $193.4M Nearly Doubled YoY; 2026 Guide $855-$865M Beats $824M; BUT Gross Margins Forecast 38-41% (Down From 45% Q1, Half of NVIDIA + Micron); Stock −20% AH on Margin Compression; Sets Up Inference-Tier Margin Debate https://investors.cerebras.ai/news-releases/news-release-details/cerebras-systems-announces-strong-first-quarter-2026-results

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Patrick Moorhead and Daniel Newman return from a packed week of travel, covering HPE Discover 2026 and Pure Accelerate hosted by Everpure. They break down the government-forced shutdown of Anthropic's Mythos 5, the Apple-Intel foundry signal, the xAI-Cursor acquisition, and whether enterprise AI spending is actually contracting or simply concentrating. Episode 309 of The Six Five Pod covers the week's events, market moves, and the structural questions that follow.

The handpicked topics for this week are:

Anthropic Mythos 5 Forced Shutdown: The U.S. government issued a 90-minute compliance window and a worldwide kill switch on Anthropic's Mythos 5 and Claude Fable 5 models, forcing them offline across all geographies. Patrick and Daniel examine what this means beyond the immediate headlines: model access has entered the same geopolitical variable set as semiconductor export controls, and every enterprise CIO now has a new on-premises infrastructure argument on the table. The shutdown also surfaced an unexpected counterpoint from the cybersecurity community, which argued that Mythos 5, operating in a defensive capacity, was itself a protection layer against the use of adversarial models. Anthropic's decision to revoke access globally rather than implement citizenship-based authentication reflected both the 90-minute timeline and the practical impossibility of real-time identity verification at scale. (The Decode)
HPE Discover 2026: The Agentic Infrastructure Story: Six Five Media spent multiple days at HPE Discover in Las Vegas, live-streaming coverage that drew more than 30,000 viewers across the event. Patrick and Daniel break down HPE's most complete agentic stack story to date, covering its networking-led compute approach, expanded NVIDIA and Broadcom silicon partnerships, autonomous networking through Marvis, and Juniper's integration into the AMD Helios interconnect as a path into hyperscale deals HPE previously lacked access to. (The Decode)
Pure Accelerate 2026 and the Everpure Data Primacy Pitch: At Pure Accelerate, Everpure made its clearest case yet for a data intelligence layer designed to reduce token costs in enterprise AI workflows by operating across any storage vendor, any enterprise application, and without being hard-coded into the underlying array. Patrick and Daniel assess the value proposition and the proof burden separately: the concept is differentiated, particularly against Snowflake and Databricks, in that Everpure does not require its own storage hardware, but the company still needs to demonstrate ROI at scale and earn permission to compete in a market where data platform players have already established category positioning. (The Decode)
Apple and Intel: The 18AP Signal and What It Sets Up for 14A: The announcement that Apple will manufacture chips with Intel sent Intel's stock up roughly 10%. The hosts parse what that deal likely looks like in practice: 18AP as a test drive for lower-risk logic-layer parts, with the more consequential milestone being a potential M7 SoC on Intel's 18AP process. The underlying driver is the TSMC capacity constraint, with Samsung logic deals picking up across the industry for the same reason. The real inflection point that Patrick notes is 14A: if Intel's backside power delivery process reaches risk production and scales to iPhone volume by 2028, the strategic weight of the Apple relationship will fully materialize. (The Decode)
xAI Acquires Cursor for $60 Billion: Elon Musk's xAI acquired Cursor for $60 billion using equity inflated by SpaceX's IPO run-up, a move Patrick characterizes as buying market position in a category where xAI arrived late, having missed the window on thinking models and tool calling. Cursor brought $4 billion in ARR, 7 million monthly active users, and 50% Fortune 500 penetration into the deal. The open question remains whether xAI can convert that installed base into a durable enterprise AI stack or whether it remains primarily a GPU capacity provider selling at well above neo cloud market rates, with the Google-SpaceX deal drawing additional scrutiny as a related-party transaction preceding the IPO. (The Decode)
The Flip: Is Enterprise AI Spending Contracting or Concentrating? Patrick takes the position that enterprise AI is entering a rationing phase, pointing to Accenture's bookings decline, Microsoft cutting developer access to cloud code, Uber blowing through cloud licenses, and the emergence of AI cost management as a venture category as converging proof points. Daniel argues the opposing case: dollar volume is growing even as project counts fall, hyperscaler CapEx guidance continues to accelerate across Microsoft, Google, Amazon, and Meta, and what reads as contraction is the market moving from subsidized pilots to production deployments tied to measurable P&L outcomes. Both agree the hard ROI era is arriving, and the real debate is whether that transition reads as discipline or deceleration on the way in. (The Flip)
Fed Chair Kevin Warsh's First Meeting: New Fed Chair Kevin Warsh held rates steady in a unanimous decision but delivered remarks that the market viewed as hawkish, sending the S&P lower and two-year yields up 16 basis points before a partial recovery the following day. Patrick and Daniel note the structural signal beneath the reaction: Warsh is establishing the Fed's independence from political pressure while also signaling an intent to move away from survey-based data that arrives three to six months stale, in favor of more real-time economic inputs. Daniel draws a direct line to the kind of forward-looking data infrastructure that firms like Palantir, Databricks, and Snowflake are positioned to provide at the institutional level. (Bulls and Bears)
Iran-Israel-U.S. Developments and Oil Below $80: A Memorandum of Understanding between Iran, Israel, and the U.S. briefly sent oil below $80 and signaled a potential opening of the Strait of Hormuz, though by the time of recording, reports were already emerging that the situation may be reversing. Patrick and Daniel keep it brief: the market has largely looked through the geopolitical noise, rallying through the period of conflict, and the oil price signal matters more to the macro environment than the diplomatic specifics. (Bulls and Bears)
Accenture Earnings — The Services Layer Faces the Agentic Reckoning: Accenture beat on earnings but missed on revenue. The company reported a bookings decline of 2%, trimmed its 2026 revenue guide by 3-4%, and saw its worst single-day stock reaction in years. Patrick and Daniel use the result as a structural lens rather than a single-quarter data point: agentic AI and enterprise technology vendors are absorbing exactly the work that large professional services firms have historically owned, and the market is beginning to price that displacement ahead of the labor data catching up. Patrick flags this as the canary in the coal mine for the global services industry broadly. (Bulls and Bears)
SpaceX IPO Volatility and Valuation Reality: The SpaceX IPO debuted at $135, surged above $210 on its first day of trading, and finished the week around $181. At its peak, the company briefly surpassed the market capitalizations of both Amazon and Microsoft before pulling back. Patrick and Daniel unpack the gap between the premium investors are assigning to Elon Musk and the company's underlying fundamentals. Despite generating roughly $50 billion in annual revenue, SpaceX remains unprofitable, and upcoming lock-up expirations could introduce meaningful volatility, particularly on the downside. Patrick points to long-term comparisons with Amazon and Tesla, while noting that many retail investors are still near break-even. The discussion explores how much of SpaceX's valuation is based on future potential versus current performance—and how much room remains for investor expectations to reset before fundamentals catch up. (Bulls and Bears)

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The Decode

US Government Forces Anthropic to Disable Claude Fable 5 + Mythos 5 Worldwide — First-Ever Federal Shutdown of a Commercial Frontier AI Model; 90-Minute Compliance; EU + UK Sovereign-AI Talks Accelerate https://www.anthropic.com/news/fable-mythos-access

HPE Discover 2026 — Neri Bets the Company on Networking as the AI Control Plane; Juniper Integration Operational; Vultr Standardizes on HPE + NVIDIA https://www.crn.com/news/networking/2026/hpe-ceo-antonio-neri-five-boldest-statements-from-hpe-discover-2026

Everpure - Pure//Accelerate 2026 — First Conference Under New Name; "Data Primacy" Vision; Data Stream Built on NVIDIA AI Data Platform; Data Intelligence GA https://www.prnewswire.com/news-releases/everpure-unveils-data-primacy-architecture-for-the-ai-era-302803097.html

Apple's Chip Supply Chain Realigns in One Week — Intel 18A-P Enters Risk Production June 16; White House Confirms Apple-Intel Foundry Deal June 18 (INTC +9% to Record $135); Cook Says iPhone/Mac/iPad Price Hikes "Unavoidable" on RAM Crunch https://www.investing.com/analysis/appleintel-chip-manufacturing-deal-reshapes-foundry-race-200682398

SpaceX Buys Cursor for $60B All-Stock Four Days After IPO — Largest Developer-Tooling Acquisition Ever; Cursor at $4B ARR / 50%+ Fortune 500; Musk's xAI Loses the Code War, Buys the Winner https://www.cnbc.com/technology/

The Flip

Are enterprise AI budgets contracting — is the procurement boom ending and the rationing phase beginning?

FOR: Yes — Accenture cut its guide and bookings declined today; Uber blew through AI budget in months; Meta killed its leaderboard. https://www.businesswire.com/news/home/20260618029271/en/Accenture-Reports-Third-Quarter-Fiscal-2026-Results AGAINST: No — AI infrastructure capex is accelerating; enterprise demand is supply-constrained, not budget-constrained. https://ca.investing.com/news/stock-market-news/stifel-raises-jabil-stock-price-target-to-460-on-ai-growth-93CH-4698089 Bulls & Bears

MACRO — FOMC Chair Kevin Warsh's Inaugural Meeting: Unanimous Hold at 3.5–3.75%, Statement Stripped of Cutting Bias; Dot Plot Flips to a 2026 HIKE at 3.8% Median; Warsh Refuses Own Dot; Worst Fed Day for a New Chair Since 1994 https://www.cnbc.com/2026/06/17/fed-meeting-today-live-updates.html

MACRO — Oil Cracks Below $80: Brent $78 (3-Month Low), WTI $75; US-Iran 14-Point MoU Signed at Versailles; Strait of Hormuz Reopening; IEA Projects 5.05 Mbpd Supply Glut in 2027 https://finance.yahoo.com/economy/policy/articles/oil-plunge-below-80-already-174253019.html

Accenture (ACN) Q3 FY26 ACTUALS — EPS $3.80 Beats $3.70 (+9% YoY); Revenue $18.72B Slight Miss; Bookings DECLINE −2% to $19.3B; FY26 Guide Trimmed to 3–4% Local; Stock −13.3% Open; $9B Cybersecurity Acquisition Push https://www.businesswire.com/news/home/20260618029271/en/Accenture-Reports-Third-Quarter-Fiscal-2026-Results

SpaceX (SPCX) Post-IPO Trading Action — Melt-Up to $225.64 Tuesday Intraday Briefly Surpasses Amazon at $2.85T; Round-Trips to $192 by Wednesday Close on Fed Hawkish Pivot; Morningstar Fair Value $62 (~69% Implied Downside) https://www.cnbc.com/2026/06/15/evercore-isi-says-landmark-spacex-ipo-could-reignite-bull-market-send-sp-500-to-9000.html

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Patrick Moorhead and Daniel Newman cover Tim Cook's final WWDC as CEO and Apple's Gemini-powered Siri strategy, the $35 billion Apollo and Blackstone deal backing Anthropic's capacity expansion, Intel's packaging wins with Google and NVIDIA, SpaceX's IPO at a $1.77 trillion valuation, Anthropic's Claude Fable 5 and Mythos 5 launch across every major cloud, and earnings reactions from Oracle, Micron, and Adobe.

The handpicked topics for this week are:

Apple's Siri AI Will Run on Gemini, Closing Out Tim Cook's Final WWDC as CEO: At WWDC, Apple confirmed Siri AI will run on Gemini through a new billion-dollar per year, multi-year deal, while Apple's Foundation Model Cloud Pro runs on NVIDIA GPUs inside Google Cloud. The announcement marks Tim Cook's last WWDC as CEO before John Ternus takes over on September 1. Apple isn't building its own AI cluster or competing on CapEx. They're betting that by owning the consumption layer, backed by access to health data and private messaging through iMessage, Apple will have a moat that compute spending can't replicate. (The Decode)
Apollo and Blackstone Close the Largest Private Credit Deal Ever Backing Anthropic's Capacity Expansion: A $35 billion deal, the largest private credit transaction on record, will fund Google TPU capacity tied to Anthropic's compute needs, with Broadcom backstopping senior debt tranches and Google backstopping lease payments. The structure treats compute as a lendable asset class and signals more than 20 gigawatts of demand still being built out through 2028. Circular financing between chipmakers, cloud providers, and AI labs has moved from controversial to standard practice. (The Decode)
Intel's Foundry Wins Packaging Work on Google's TPUs, Not a Full Fab Deal: Reports that Intel landed a deal tied to Google and NVIDIA reframe what's actually being handed off. Intel gets the packaging work on over 3 million TPUs, the compute die stays with TSMC, and the I/O die is being negotiated with Samsung at 2nm. INTC rose 12% Monday. The deal represents a low-risk path for Intel to augment, not replace, TSMC, while raising questions about anti-competitive dynamics in the foundry market. (The Decode)
SpaceX Becomes an AI Infrastructure Company With a $1.77 Trillion IPO: SpaceX's IPO priced amid oversubscribed demand, with its valuation now reflecting not just Starlink connectivity and launch dominance but a newly material AI business, including AI1 orbital data center tests planned for late 2027 and a $920 million per month Google compute contract running through 2029. A sum-of-the-parts breakdown of the connectivity, launch, and AI segments lands well short of the trading price, with the gap largely explained by confidence in Elon Musk's track record of execution. (The Decode)
Anthropic Launches Claude Fable 5 and Mythos 5 Across Every Major Cloud: Anthropic shipped Claude Fable 5 and Mythos 5 with same-day availability across Snowflake, AWS Bedrock, Vertex AI, and Microsoft Foundry, pricing at $10 and $50 per million tokens. The hyperscaler-neutral distribution strategy lands ahead of Anthropic's anticipated IPO. The models represent a real step up in research capability over Opus 4.8, but they come with a significant change. Users no longer have the option to opt out of data sharing with Anthropic, a shift some enterprises, including Microsoft, are already responding to. (The Decode)
Is SpaceX a Once-in-a-Generation Entry or the Top of the Market? One side argues SpaceX represents a generational opportunity on par with early Amazon or Netflix, with interplanetary travel and off-world resource extraction as the long-term payoff that justifies looking past current valuation math. The other side argues this is peak euphoria: a company trading at roughly 95 times sales, propped up in part by circular investment from Google into both SpaceX and its AI segment, with a steep drawdown likely before any sustained climb. (The Flip)
The Chip and Security Trade Reverses From Broken to Bifurcated: The semiconductor sector posted its biggest single-day gain since 2020, with the SOX up 5% on Monday, June 8, as a prior selloff in names like Broadcom, CrowdStrike, and Palo Alto Networks fully reversed. Intel rose 12%, Marvell 10%, and Corning 7%. The rebound reframes the AI trade narrative from a broad breakdown to a split between winners and laggards within the same sector. (Bulls & Bears)
Oracle Posts a Record Quarter, But the Market Focuses on a $50 Billion Funding Plan: Oracle delivered record revenue of $19.2 billion, up 21 %, with EPS of $2.11, beating estimates of $1.89. IaaS grew 93 %, the fastest pace among hyperscalers, and RPO hit $638 billion, up $85 billion quarter over quarter, including $75 billion in AI contracts. FY27 guidance of $90 billion was maintained, and EPS guidance was raised, yet the stock fell 5% after hours amid concerns about Oracle's capital spending plans. Oracle's AI cloud backlog now exceeds those of AWS, Google, and Microsoft, built heavily on commitments from Anthropic and OpenAI. (Bulls & Bears)
Micron's Profit Trajectory Puts It in Google's Earnings Tier: Micron is projected to generate nearly as much profit in 2027 as Google, with Q2 revenue of $23.86 billion, up 22 % and beating estimates, and Q3 guidance of $33.5 billion in revenue, $19.15 EPS, and 81 % gross margin. The stock is up 776%, with Wall Street firms, including UBS, raising price targets. The open question is whether memory has broken its historically cyclical pattern given sustained AI demand. (Bulls & Bears)
Adobe Beats Across the Board, But the Stock Drops on CEO Departure and Freemium Pivot: Adobe posted record revenue of $6.62 billion, up 13 % and beating consensus of $6.45 billion, with non-GAAP EPS of $5.96, topping estimates of $5.81. AI first ARR tripled year over year to over $500 million, with total ARR reaching $27.1 billion, and FY26 guidance was raised. The stock still fell 5.5 % after hours, driven by the CFO's departure to Marvell and market concern over a strategic shift toward freemium pricing that delays near-term profitability. (Bulls & Bears)

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The Decode

Apple WWDC- Apple Caves to Google AND NVIDIA — Siri AI Runs on Gemini ($1B/yr) + Apple Foundation Model Cloud Pro Runs on NVIDIA GPUs in Google Cloud; Tim Cook's Final WWDC as CEO Before John Ternus Succeeds Him Sept 1

https://www.cnbc.com/2026/06/08/apple-wwdc-2026-live-updates.html

Google's $35B Infra Deal — Apollo + Blackstone Close the Largest Private Credit Deal Ever; Broadcom Backstops Senior Tranches; Google Backstops Lease Payments

https://www.reuters.com/business/apollo-blackstone-back-anthropics-35-billion-capacity-expansion-new-broadcom-tie-2026-06-09/

Intel's Foundry Reportedly Wins Google Packaging (Not Full Fab) — The Information Reframed: 3M+ TPU Packaging by Intel, Compute Die Still TSMC, I/O Die Being Negotiated With Samsung 2nm; INTC +12% Monday; Pat Calls Out TSMC Anti-Competitive Risk

https://www.trendforce.com/news/2026/06/09/news-intel-foundry-gains-momentum-as-google-reportedly-orders-3m-tpus-nvidia-evaluates-18a-for-multi-die-gpu-design/

SpaceX Becomes an AI Infrastructure Company — Friday IPO at $1.77T; AI1 Orbital Data Center Tests Late 2027; Google $920M/mo Compute Contract Through 2029

https://finance.yahoo.com/markets/stocks/articles/spacex-poised-history-record-75-100000402.html

Anthropic Ships Claude Fable 5 + Mythos 5 — Same-Day Distribution Across Snowflake, AWS Bedrock, Vertex AI, Microsoft Foundry; Hyperscaler-Neutral by Design Ahead of IPO; $10/$50 per M Tokens

https://www.anthropic.com/news/claude-fable-5-mythos-5 The Flip FOR: https://www.cnbc.com/2026/06/11/spacex-billionaire-investing.html AGAINST: https://www.nytimes.com/2026/05/20/technology/elon-musk-spacex-ipo.html Bulls & Bears

The Chip + Security Tape Recovery — SOX +5% Monday June 8 (Biggest Day Since 2020); AVGO/CRWD/PANW Selloff Reversed; Intel +12%, Marvell +10%, Corning +7%; the AI Trade Pivots From "Broken" to "Bifurcated"

https://www.investopedia.com/stock-market-today-dow-jones-s-and-p-500-06082026-11992852

Oracle (ORCL) Q4 FY26 ACTUALS — Record $19.2B Rev (+21%), EPS $2.11 Beat ($1.89); IaaS +93%; RPO HITS $638B (+$85B QoQ, $75B AI Contracts); FY27 $90B Guide Maintained, EPS Guide Raised; Stock −5% AH on Massive Capex Plan

https://www.tradingkey.com/analysis/stocks/us-stocks/261959450-oracle-record-q4-2026-earnings-report-cloud-data-center-stock-tradingkey

"$MU Will Generate Almost As Much Profit in 2027 as $GOOGL"; Q2 Rev $23.86B (+22% Beat), Q3 Guide $33.50B / $19.15 EPS / 81% GM; MU Stock +776%; UBS Among Wall Street Raising Targets

https://247wallst.com/investing/2026/06/11/wall-street-just-put-a-monster-target-on-micron-is-the-stock-still-too-cheap/

Adobe (ADBE) Q2 FY26 ACTUALS — Record $6.62B Rev (+13%) Beats Consensus $6.45B; Non-GAAP EPS $5.96 Beats $5.81; AI-First ARR Triples YoY to $500M+; Total ARR $27.10B; FY26 Guide RAISED; Stock −5.5% AH Despite Beat-and-Raise

https://www.businesswire.com/news/home/20260611677110/en/Adobe-Reports-Record-Q2-Results

View Details

Microsoft Build 2026 announced an end-to-end agentic AI stack. COMPUTEX Taipei confirmed heterogeneous AI infrastructure across ARM, Marvell, Intel, Qualcomm, and NVIDIA. Alphabet raised $80 billion. Cisco Live repositioned the network as the AI platform. Patrick Moorhead and Daniel Newman break it all down alongside earnings from Broadcom, HPE, Palo Alto Networks, and CrowdStrike, plus the token cost conversation, the edge AI push, and what Palantir and Oracle are saying about proprietary data as the real AI moat.

The handpicked topics for this week are:

Microsoft Build 2026 Announced an End-to-End Agentic AI Stack: Microsoft shipped MAI-Thinking-1, its first homegrown thinking model, alongside Scout, Microsoft IQ, Project Solara, and a Majorana 2 quantum update targeting a 2029 commercial timeline with claims of a 1,000x reliability gain. Pat describes MAI-Thinking-1 as likely better than Sonnet 4.6 in blind testing and delivering close to GPT 5.5 quality at a far lower cost. Scout is Microsoft's first autopilot agent, anchoring the M365 Agent Suite with Office Pilot Agent Mode and Agent 365. Microsoft IQ serves as the context layer, integrating M365, business data, boundary IQ, and web IQ with GitHub Copilot, Foundry, and Copilot Studio. Project Solara is a new Android-based platform built for agent-first devices across transportation, retail, and hospital settings. Microsoft also added 83 Unix commands to the Windows stack. Dan frames Microsoft's real play as distribution, not frontier model development, noting that the open model ecosystem being pulled into the platform will matter more to CFOs managing token costs at scale. (The Decode)
The AI Stack Goes Multi-Silicon — COMPUTEX Taipei 2026 Confirms Heterogeneous AI Infrastructure: ARM's AGI CPU is in production with Google moving its TPU head node to ARM, and adding Oracle and ByteDance as new customers. ARM also introduced a new switch, the TT100, and put the 51T CPO switch on stage. Marvell received a trillion-dollar company endorsement from Jensen Huang, adding $90 billion in market cap on the comment alone. Intel announced disaggregated inference details and Xeon 6+ Clearwater Forest, its first 18A data center processor. Vista Equity and Cambium Capital announced a NeoCloud called Vector Core Compute, with Xeon 6 handling orchestration, Salmonova RUs handling decode, and Blackwell GPUs handling pre-fill. Qualcomm's Cristiano Amon announced the Dragonfly data center brand with Snapdragon C details coming at their June investor day. The WSTS raised the 2026 semiconductor TAM forecast by 90% to $1.51 trillion, with Pat noting the market could hit a trillion dollars if memory is excluded entirely. (The Decode)
NVIDIA RTX Spark and the Edge AI Push: NVIDIA coordinated with ARM and Microsoft around the RTX Spark at COMPUTEX, with the shared message being that the future of Windows is here. Signal65's Ryan Shrout asked Jensen directly why NVIDIA wants to be in the PC business, given low margins and diminishing returns. Dan frames the answer in the context of devices increasingly becoming mobile data centers, capable of running models at much greater efficiency than cloud delivery. The edge AI conversation is also directly tied to token cost economics: as intelligence delivery moves closer to the device, the cost per token drops significantly. The jury is still out on whether NVIDIA will meaningfully disrupt the PC market, but its influence over OEMs like Lenovo and Dell that depend on it for data center gives it real leverage over SKUs. (The Decode)
Token Economics and Frontier Model Cost Pressure: Dan and Pat discuss a substantive shift in how enterprises are thinking about AI consumption costs. Dan argues that "token maxing," the practice of defaulting to the most powerful frontier model for every task, has now effectively peaked, as bills have come due at scale. Companies paying for tokens in volume are starting to question whether they can afford the prices that frontier models actually cost to deliver. Pat pushes back, saying the dynamic is still present, but both analysts agree that the market is moving toward a model where token selection is matched to the job, with Microsoft's MOE approach and thinking models positioned to help CFOs manage that economics story. (The Decode)
Continuum Goes Public at Highest Valuation for an AI Platform: Dan notes that Continuum, the Honeywell-spawned quantum company, went public this week at what he calls the highest valuation for an AI platform to date. He flags that IonQ will likely contest that characterization. The broader context is Microsoft entering the quantum conversation with Majorana 2 at Build, a name that has largely been absent from the quantum race, while IBM has received most of the attention. (The Decode)
AI CapEx Has Outgrown Cash Flow — Alphabet's $80 Billion Equity Raise: On June 1, Alphabet announced an $80 billion equity capital raise, upsized to $85 billion, structured as $40 billion ATM, $30 billion underwritten, and a $10 billion private placement with Berkshire Hathaway anchoring. Pat frames the questions over CapEx returns as entirely dependent on whether you are an AI boomer or a doomer: if the payback comes, the raise is the right move. If it does not, the math doesn't close. Dan argues the investment is existential, drawing parallels to how infrastructure-first companies have always spent ahead of monetization, and notes that Google's equity is being used as a capital engine that may be more efficient than the debt markets right now. Both analysts flag the downstream implications for Broadcom, MediaTek, and Marvell given the TPU connection. (The Decode)
The Network Becomes the AI Platform: Cisco Live 2026: Cisco launched Silicon One P200, the Secure AI Factory with NVIDIA and Spectrum X, AgenticOps, MCP-native automation, Cisco IQ, LiveProtect, and folded Astrix Security and Galileo into Splunk under one control plane. Pat identifies Cisco Cloud Control as the biggest announcement of the entire show, pulling together Catalyst, Meraki, Nexus, Firewall, and WebEx under agentic ops that run natively through MCP, with code running directly on smart switches that have x86 processors. Pat also credits Cisco for establishing Silicon One as a credible chip alternative for hyperscalers capable of taking on Tomahawk and Jericho. Dan frames the long-term opportunity as campus and branch enablement when industrial AI and robotics deployments accelerate, arguing that the numerator of AI's economic impact has barely started, as edge deployment spending has not yet begun. (The Decode)
The Flip: Did Microsoft Build 2026 Effectively End the OpenAI Partnership? Pat argues the divorce decree has been filed. MAI-Thinking-1 was built with zero distillation from third-party models offering clean enterprise data lineage, with Maia 200 in production plus Anthropic chip supply, which signals vendor hedging. OpenAI is going all-in on AWS, which means you cannot be married to two people, and the full Build stack covering model, OS containment via MXC, agents via Scout and Agent 365, and context via Microsoft IQ removes every architectural dependency on OpenAI. Dan counters that Microsoft is hedging rather than leaving and predicts the partnership will run through the decade. Enterprise Copilot customers are explicitly showing in data that they demand GPT 5.5, internal benchmarks have not been independently validated, and Microsoft stands to make meaningful money from the OpenAI IPO. (The Flip)
Broadcom Q2 FY26 Earnings: Broadcom posted revenue of $22.19 billion, a narrow miss depending on which consensus data set is used, with EPS of $2.44 beating estimates and AI semis at $10.8 billion. Hock Tan declined to raise the $100 billion full-year AI chip target, and the stock dropped 13% in premarket trading. Q3 guide came in at $29.4 billion. Pat calls the miss a timing issue driven by Google's multi-sourcing across Marvell, MediaTek, and Broadcom rather than a fundamental problem. Dan flags that Hock Tan opened the earnings call by accidentally reading from the 2025 print, calling it "not the best moment." Sell-side re-ratings held in the 500s across Jefferies, Mizuho, and Deutsche Bank despite the drop, with Futurum Equities having it at 600. (Bulls and Bears)
Hewlett Packard Enterprise Q2 FY26 Earnings: HPE delivered revenue of $10.68 billion, up 40% year over year, and EPS of $0.79, up 100%. Juniper integration and AI servers both outperformed, and all FY26 guides were raised. The stock jumped 19% after hours before settling into a roughly 15% gain, with HPE up 68% over the last month. Pat frames HPE as a value play rather than a volume play, methodically targeting enterprise and sovereign cloud deals where it can maintain profitability, rather than competing for massive NeoCloud volume. Antonio Neri was clear on the call that the profitability pull-forward is a one-shot deal. Pat and Dan will both be at HPE Discover the week after next to interview Neri and the C-suite. (Bulls and Bears)
Palo Alto Networks Q3 FY26 Earnings: Palo Alto posted revenue of $3.0 billion, up 31% year over year, beating the $2.94 billion estimate, with non-GAAP EPS of $0.85, beating the $0.79 to $0.81 range. NGS ARR reached $8.1 billion, up 60% year over year, including $1.6 billion from CyberArk and Chronosphere. RPO hit $18.4 billion, up 36%. Both FY26 revenue and EPS guides were raised. Adjusted FCF margin came in at 38.5% TTM, up 430 basis points. The stock jumped 11% immediately after hours, then drifted lower. Pat points to 2,200 platformized customers and 120% net retention as the most important metrics. Dan notes the SaaSpocalypse thesis continues to be wrong. (Bulls and Bears)
CrowdStrike Q1 FY27 Earnings and the Proprietary Data Moat Argument: CrowdStrike posted revenue of $1.39 billion with EPS of $1.10 and ARR of $5.51 billion. Net new ARR of $255.8 million set a Q1 record, up 32% year over year. FY27 net new ARR guide was raised by $52 million to a $1.29 billion midpoint, and FY27 revenue was raised to $5.915 to $5.959 billion. A 4-for-1 stock split was announced effective July 2nd. The stock dropped 11% despite the beat after a 64% year-to-date run into earnings. Dan uses the results to make a broader argument against the software disruption thesis, referencing Palantir CEO Alex Karp daring customers to build without him using Anthropic or OpenAI, and Larry Ellison's argument that the real AI value unlock sits in proprietary enterprise data that is not accessible to frontier models. Enterprises with governed, secure, proprietary data will continue to need platforms like CrowdStrike regardless of what frontier models can do. (Bulls and Bears)

Six Five Summit is coming. Salesforce CEO Mark Benioff will kick off the event. Register and stay current at sixfivemedia.com/summit.

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The Decode

Microsoft Declares Independence — Build 2026 Ships an End-to-End Agentic AI Stack (MAI-Thinking-1 + Scout + Microsoft IQ + Project Solara + Majorana 2)

https://www.theverge.com/tech/941738/microsoft-build-2026-biggest-announcements

The AI Stack Goes Multi-Silicon — Computex 2026 Confirms a Heterogeneous AI Infrastructure (ARM + Marvell + Intel ASIC + Qualcomm + RTX Spark); WSTS Raises 2026 Semi TAM Forecast 90% to $1.51T

https://www.tomshardware.com/tag/computex

AI Capex Has Outgrown Cash Flow — Alphabet's $80B Equity Raise Is the Largest in U.S. Corporate History; Berkshire Anchors $10B

https://abc.xyz/investor/news/news-details/2026/Alphabet-Announces-Proposed-80-Billion-Equity-Capital-Raise-to-Expand-AI-Infrastructure-and-Compute-2026-b0myAMewCa/default.aspx

The Network Becomes the AI Platform — Cisco Live 2026 Launches Silicon One P200, Secure AI Factory (with NVIDIA), AgenticOps, Astrix Security + Galileo

https://www.cisco.com/site/us/en/about/whats-new/index.html

The Flip

Did Microsoft Build 2026 Effectively End the OpenAI Partnership? MAI-Thinking-1 Beats Sonnet 4.6 in Blind Testing, Microsoft Claims GPT-5.5 Parity at 10x Cost Efficiency — Will MS Quietly Wind Down OpenAI Exclusivity by FY28, or Is OpenAI Still the Frontier Anchor Microsoft Needs?

FOR:

MAI-Thinking-1 beating Sonnet 4.6 in blind preference + GPT-5.5 parity at 10x cost efficiency is a frontier-model independence proof point

https://www.latent.space/p/ainews-microsoft-build-mai-thinking

Build 2026: Accumulating Evidence of Microsoft's AI Independence — EDN (June 4) — https://www.edn.com/build-2026-accumulating-evidence-of-microsofts-ai-independence/

Maia 200 in production + Anthropic-Maia chip talks signal Microsoft is hedging its inference vendor stack

https://blogs.microsoft.com/blog/2026/01/26/maia-200-the-ai-accelerator-built-for-inference/

Microsoft canceled Anthropic's internal software licenses + pivoted to chip-supply pursuit — customer-not-competitor positioning

https://www.cnbc.com/2026/05/21/anthropic-microsoft-maia-200-ai-chip.html

AGAINST:

Enterprise Copilot customers explicitly demand GPT-5.5 — internal benchmarks don't replace the brand

https://learn.microsoft.com/en-us/microsoft-365/copilot/release-notes?tabs=all

MAI-Thinking-1 benchmarks haven't been third-party verified — Microsoft is the only source

https://www.latent.space/p/ainews-microsoft-build-mai-thinking

The MS-OpenAI partnership is contractual through 2030+ — unwinding it is impractical and expensive

https://blogs.microsoft.com/blog/2026/04/27/the-next-phase-of-the-microsoft-openai-partnership/

Microsoft's actual strategic risk is OpenAI leaving, not MS leaving — Anthropic + OpenAI IPOs make OpenAI exit risk the real concern

https://www.anthropic.com/news/confidential-draft-s1-sec

Bulls & Bears

Broadcom (AVGO) Q2 FY26 ACTUALS — Rev $22.19B (Narrow Miss) + EPS $2.44 (Beat); AI Semis $10.8B; Hock Tan Refuses to Raise the $100B Full-Year AI Chip Target — Stock −13% Premarket; Q3 Guide $29.4B

https://www.cnbc.com/2026/06/03/broadcom-avgo-earnings-report-q2-2026.html

Hewlett Packard Enterprise (HPE) Q2 FY26 ACTUALS — Blowout: Rev $10.68B (+40%), EPS $0.79 (+100%); Juniper Integration + AI Servers Both Outperform; FY26 Guides All Raised; Stock +19% AH

https://www.businesswire.com/news/home/20260601866494/en/HPE-Reports-Fiscal-2026-Second-Quarter-Results

Palo Alto Networks (PANW) Q3 FY26 ACTUALS — Beat-and-Raise: Rev $3.0B (+31% YoY, Beat $2.94B), Non-GAAP EPS $0.85 (Beat $0.79-0.81); NGS ARR $8.1B (+60% YoY, $1.6B from CyberArk + Chronosphere); RPO $18.4B (+36%); FY26 Revenue + EPS Guides BOTH RAISED; Adj FCF Margin 38.5% TTM (+430 bps); Stock +11% Immediate AH, Then Drifted Lower

https://www.paloaltonetworks.com/company/press/2026/palo-alto-networks-reports-fiscal-third-quarter-2026-financial-results

CrowdStrike narrowly beats estimates on AI tailwinds, but stock falls 9% — CNBC (June 3) —

https://www.cnbc.com/2026/06/03/crowdstrike-crwd-q1-2027-earnings.html

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Patrick Moorhead and Daniel Newman cover Daniel's acquisition of Enterprise Technology Research, IBM's historic $15 billion single-day commitment spanning quantum and open-source security, Anthropic's Claude Opus 4.8, and the heaviest single earnings night of the season featuring Dell, Marvell, Salesforce, Synopsys, Snowflake, HP, and Micron crossing $1 trillion in market cap.

The handpicked topics for this week are:

Anthropic Releases Claude Opus 4.8: Six Weeks After 4.7

Anthropic dropped Opus 4.8 just six weeks after 4.7, claiming it surpasses GPT-5.5 and Gemini 3.1 Pro on agentic coding, knowledge work, and computer use. Benchmark improvements across the board: agentic coding up from 64.3% to 69.2%, knowledge work from 1753 to 1890, agentic computer use from 82.8% to 83.4%. Three new features ship alongside it: Dynamic Workflows for multi-subagent orchestration inside Claude Code, Effort Control for managing token spend, and mid-task system messages via the API. Fast mode is now 2.5x faster and 3x cheaper. Pat's honest take: what it says on paper is good, particularly on tool triggering and citation precision, but he has lost significant trust in the company and is watching closely.

(The Decode)

IBM Commits $10 Billion to Quantum: The Largest Single Quantum Bet in History

IBM announced a $10 billion commitment over five years targeting a large-scale fault-tolerant quantum computer by 2029, landing the same day as the $5 billion Project Lightwell announcement for a single-day IBM strategic commitment of $15 billion. Pat has been calling 2029 to 2031 as the realistic commercial quantum window and calls this the strongest single corporate financial signal yet that the timeline is real. Daniel's framing: IBM wants to be the NVIDIA of quantum, and with a $10 billion commitment, it's sending a flare to the entire industry that pure-play quantum companies cannot compete at this balance sheet level.

(The Decode)

IBM and Red Hat Launch Project Lightwell: $5B to Secure Open-Source Software

IBM and Red Hat committed $5 billion and a global force of 20,000 engineers to secure open-source software for enterprises through frontier agentic AI, anchored by 11 of the largest US and Canadian banks including Bank of America, Goldman Sachs, JPMorgan Chase, Mastercard, and Visa. Pat's read: this is the productization answer to Anthropic Mythos. Mythos found the vulnerabilities. Lightwell is the industrial-scale patching and validation layer enterprises can actually buy on a subscription. Daniel adds that IBM is flexing its engineering talent base as a premium strategic asset, a direct counter to the narrative that AI replaces engineers.

(The Decode)

Anthropic Project Glasswing: 23,000 Vulnerabilities Found Across 1,000 OSS Projects

Anthropic's Claude Mythos scanned more than 1,000 widely deployed open-source projects and surfaced approximately 23,000 candidate vulnerabilities, with 1,094 confirmed as critical severity. The Cyber Verification Program now gates the strongest cyber-capable Claude variant behind vetted defenders only. While the tool creates real value, the surface of attack will likely grow as fast as any tool built to defend it.

(The Decode)

Anthropic in Talks to Run Claude on Microsoft Maia 200

CNBC and The Information reported Microsoft is in active negotiations to supply Anthropic with its custom Maia 200 inference chip, which would make Anthropic the only frontier lab simultaneously running production workloads on four distinct silicon stacks: NVIDIA, AWS Trainium, Google TPU, and Microsoft Maia. Pat's context: Maia 200 delivers 30% better tokens per dollar than the latest Azure fleet per Satya Nadella, and this deal would be Maia's first major external deployment. Daniel's read: what can be built will be sold right now, and Anthropic chasing every available compute source is simply the structural reality of growing at 80x when you planned for 10x.

(The Decode)

The Flip: Is AI CapEx Too Expensive to Earn Its Return?

Pat takes the affirmative. With $725 billion in hyperscaler CapEx tracking for 2026, likely $1 trillion next year, memory has become the choke point making it even more expensive, and open-source models have closed enough of the quality gap for most enterprise tasks that the premium of frontier APIs is increasingly hard to justify. A recent Signal65 white paper shows on-prem payback at 18 months. Daniel's counter: Dell just booked $24 billion in AI orders in a single quarter. Agentforce crossed $1 billion ARR at 169% growth. NVIDIA guided to $91 billion. Only 20% of enterprises are using AI and only 2% of consumers. Both hosts admitted off the flip their notes looked nearly identical.

(The Flip)

Micron Crosses $1 Trillion Market Cap

Micron became the 12th US company ever to cross $1 trillion in market cap, surging 19% on May 26th as UBS raised its price target to $1,625, implying a $1.8 trillion market cap. Samsung's Q1 memory ASP jumped 146% year over year. DRAM spot prices spiked 55 to 60% quarter over quarter. Daniel has been pounding this call since sub-$100 and calls it a cycle elongated beyond anything seen in the 27 prior memory cycles, driven by HBM capacity reallocation away from consumer DRAM creating structural shortage. (Bulls and Bears)

Dell Technologies Q1 FY27: The Biggest Enterprise AI Infrastructure Print of 2026

Record $43.8 billion revenue, up 88% year over year, crushing the $35.7 billion consensus by $8 billion. AI-optimized servers at $16.1 billion, up 757% year over year. $24.4 billion in AI orders booked in a single quarter. FY27 AI server revenue guide raised from $50 billion to $60 billion. Non-GAAP EPS of $4.86 beat the $2.96 consensus by 64%. Stock up 18% after hours. Pat's framing: Dell was very clear about what they were going to do. Rack engineering, sales, and service. The basics. And they executed the basics at an extraordinary level while building a special relationship with NVIDIA who views Dell as a market maker for both enterprise and NeoCloud. Daniel's add: play nice and win. Michael Dell navigated the political landscape brilliantly and pulled the entire Dell brand along with him.

(Bulls and Bears)

Marvell Technology Q1 FY27: Record Revenue, Data Center at 76% of Mix

Record $2.418 billion revenue, up 28% year over year. Data center at $1.833 billion, up 27% year over year, now 76% of total revenue. Q2 guide of $2.7 billion at midpoint accelerates growth to 35% year over year. Operating cash flow a record $638.8 million. Daniel went on TV and said it's "written in the stars," arguing the market had misunderstood this one for too long by conflating its custom AI ASIC story with the full breadth of its connectivity and networking portfolio. Pat's closing: the shorts are eating it now and the custom AI ASIC versus merchant GPU debate is finally settling into the right answer, which is both in lockstep.

(Bulls and Bears)

Salesforce Q1 FY27: Agentforce Crosses $1 Billion ARR

Revenue $11.13 billion, up 13% year over year. Non-GAAP EPS of $3.88 crushed the $3.12 consensus by 24%. Agentforce ARR crossed $1 billion, up 169% year over year, with 28.6 trillion tokens processed, up 152% quarter over quarter. 50% of Agentforce bookings came from existing customers expanding. Daniel flagged the $25 billion accelerated buyback funded by new debt as an interesting signal worth watching. Pat's bottom line: it's not perfect, but certainly no "SaaSpocalypse" in those numbers.

(Bulls and Bears)

Synopsys Q2 FY26: First Full Quarter With Ansys Integrated

Revenue $2.276 billion, up 42% year over year, beating consensus. Non-GAAP EPS of $3.35 beat $3.15. FY26 guide raised to $9.665 billion midpoint. Daniel's framing: every chip runs through Synopsys tools, and the Ansys addition makes it the full-stack co-design platform Jensen Huang keeps talking about. Synopsys is not just the pick and shovel of current AI silicon. It is the pick and shovel of quantum, robotics, and space as well.

(Bulls and Bears)

Snowflake Q1 FY27: Strongest Sequential Dollar Growth in Company History

Product revenue $1.33 billion, up 34% year over year, the strongest sequential dollar growth in Snowflake history. Net revenue retention 126%. FY27 product revenue guide raised to $5.84 billion. Natoma acquisition announced for secure agentic enterprise connectivity. New $6 billion multi-year AWS commitment. Daniel's closing: proprietary unique data is the real moat of the agentic era, and that data has to live somewhere. It is going to go to platforms like Snowflake.

(Bulls and Bears)

HP Inc. Q2 FY26: Eight Straight Quarters of Growth With AI PCs at 44% of Shipments Revenue $14.4 billion, up 9% year over year, the company marks its eighth consecutive quarter of top-line growth. Non-GAAP EPS of $0.86 beat the prior guide. Personal Systems at $10.2 billion, up 13%, with 30% operating profit growth. AI PCs jumped from 35% to 44% of shipments quarter over quarter, with HP guiding to 60 to 70% next fiscal year. FY26 EPS guide raised. Pat's note: they still need a permanent CEO, which would help investors sleep better at night. Daniel's add: the real explosive moment for device companies comes when AI moves to the edge and enterprises shift from expensive frontier model consumption to on-device inference. (Bulls and Bears)
Everpure Q1 FY27: Record Revenue, Rebrand Complete

Record revenue of $1.1 billion, up 35% year over year. Product revenue $577 million, up 55%. Subscription ARR at $2 billion. FY27 guide raised to $4.41 to $4.51 billion. Pure Storage officially completed its rebrand to Everpure. Daniel's emerging thesis: the agentic era has focused enormous attention on memory and compute, but after the inference runs, the data has to sit somewhere. Storage has not seen its full inflection yet and Everpure is well positioned when that wave arrives.

(Bulls and Bears)

The Decode Anthropic Releases Claude Opus 4.8 May 28

https://techcrunch.com/2026/05/28/anthropic-releases-opus-4-8-with-new-dynamic-workflow-tool/

IBM Commits $10B Over Five Years to Quantum Computing the Same Day as $5B Project Lightwell, Bringing IBM's One-Day AI https://www.barrons.com/articles/ibm-stock-quantum-computing-aafbb1eb

IBM + Red Hat Announce Project Lightwell https://newsroom.ibm.com/2026-05-28-ibm-and-red-hat-commit-5-billion-to-redefine-the-future-of-open-source-in-the-ai-era

Anthropic Project Glasswing / Claude Mythos Finds 23,000 Potential Vulnerabilities Across 1,000+ Open-Source Projects https://www.securityweek.com/anthropic-mythos-detected-23000-potential-vulnerabilities-across-1000-oss-projects/

Anthropic Negotiating to Run Claude on Microsoft's Maia 200 AI Chips https://www.cnbc.com/2026/05/21/anthropic-microsoft-maia-200-ai-chip.html

OpenAI + Anthropic Walk Back the AI Jobs Apocalypse Ahead of IPOs https://finance.yahoo.com/sectors/technology/articles/ai-chiefs-walk-back-job-193605798.html

https://x.com/RiskCentre/status/2059397756016611668

The Flip Is AI Capex Becoming Too Expensive to Earn Its Return — and Will the Result Be a Forced Shift to Open-Source and Smaller Use-Case-Specific Models, or a Continued $725B+ Hyperscaler Buildout That Vindicates the Capex on Productivity Gains?

FOR:

The shift is to open-source + smaller use-case-specific models with better token economics, not away from AI

https://x.com/danielnewmanUV/status/2059822712122400975

DeepSeek 75% permanent price cut + Anthropic Claude Code restriction reversal

https://www.buildfastwithai.com/blogs/ai-news-today-may-26-2026

$190B Microsoft capex + $725B+ aggregate hyperscaler capex with no analog ROI yet

https://www.buildfastwithai.com/blogs/ai-news-today-may-26-2026

AGAINST:

Salesforce Agentforce ARR crossed $1B this quarter on 28.6T tokens processed

https://www.stocktitan.net/sec-filings/CRM/8-k-salesforce-inc-reports-material-event-3b8ead2852bb.html

Lenovo +105% AI revenue, +84% Q4; Dell $43B AI backlog: the AI infrastructure flywheel is converting capex to revenue today

https://investor.marvell.com/news-events/press-releases/detail/1023/marvell-technology-inc-reports-first-quarter-of-fiscal-year-2027-financial-results

NVIDIA $91B Q2 guide + $1T Blackwell+Vera Rubin CY25-CY27 reaffirmed

https://www.cnbc.com/2026/05/20/were-raising-our-price-target-on-nvidia-after-another-knockout-quarter-and-guide-.html

DeepSeek + Chinese price war is a Chinese export-controls story, not a US economic ceiling story https://www.cnbc.com/2026/05/21/anthropic-microsoft-maia-200-ai-chip.html

Bulls & Bears Micron (NASDAQ: MU) Crosses $1 TRILLION Market Cap for the First Time https://www.cnbc.com/2026/05/26/micron-stock-trillion-market-cap.html

Dell Technologies Q1 FY27 ACTUALS https://www.cnbc.com/2026/05/28/dell-q1-earnings-report-2027.html

Marvell Technology Q1 FY27 ACTUALS https://investor.marvell.com/news-events/press-releases/detail/1023/marvell-technology-inc-reports-first-quarter-of-fiscal-year-2027-financial-results Salesforce CRM Q1 FY27 ACTUALS https://investor.salesforce.com/financials/quarterly-results/ Synopsys SNPS Q2 FY26 ACTUALS https://investor.synopsys.com/events-and-presentations/events/event-details/2026/Q2-Fiscal-Year-2026-Earnings/default.aspx Snowflake SNOW Q1 FY27 ACTUALS https://www.businesswire.com/news/home/20260527027931/en/Snowflake-Reports-Financial-Results-for-the-First-Quarter-of-Fiscal-2027

HP Inc. HPQ Q2 FY26 ACTUALS https://finance.yahoo.com/markets/stocks/articles/hp-q2-earnings-call-highlights-230459161.html

Everpure (NYSE: P, formerly Pure Storage) Q1 FY27 ACTUALS

https://investor.salesforce.com/financials/quarterly-results/ Synopsys SNPS Q2 FY26 ACTUALS https://investor.synopsys.com/events-and-presentations/events/event-details/2026/Q2-Fiscal-Year-2026-Earnings/default.aspx Snowflake SNOW Q1 FY27 ACTUALS https://www.businesswire.com/news/home/20260527027931/en/Snowflake-Reports-Financial-Results-for-the-First-Quarter-of-Fiscal-2027

HP Inc. HPQ Q2 FY26 ACTUALS https://finance.yahoo.com/markets/stocks/articles/hp-q2-earnings-call-highlights-230459161.html

Everpure (NYSE: P, formerly Pure Storage) Q1 FY27 ACTUALS https://www.prnewswire.com/news-releases/everpure-announces-first-quarter-fiscal-2027-financial-results-302783502.html

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Patrick Moorhead and Daniel Newman return from Dell Technologies World to unpack Google I/O's Gemini-as-operating-system moment, the Blackstone-Google TPU joint venture nobody saw coming, NVIDIA's $81.6 billion quarter with a $91 billion guide, and debate whether or not the "SaaSpocalypse" is finally over.

The handpicked topics for this week are:

Google I/O 2026: Gemini Becomes the Operating System. Google I/O repositioned Gemini from a product to the operating layer for everything Google does, and the numbers backed it up. 900 million monthly active users, 3.2 quadrillion tokens per month, a 7x jump year over year. Pat's headline: this is about widening distribution, not just model quality. Gemini 3.5 Flash, Antigravity 2.0, Gemini Spark, and Android XR glasses all extend Gemini into surfaces that no competitor can replicate. Daniel's read: the token-cost reckoning is coming, and when enterprise subsidies end, models that can deliver value at a lower cost per token will become the ground zero of the next era. (The Decode)
Dell Technologies World 2026: AI Factory Goes Agentic, 1,000 New AI Server Clients. Pat and Dan were both on the ground in Las Vegas and called it the most consequential Dell event in years. Michael Dell and Jensen Huang co-keynoted to launch the next-generation Dell AI Factory with liquid-cooled PowerEdge XE9780 servers, Dell Deskside Agentic AI, and a multi-model ecosystem including Google Distributed Cloud with Gemini 3.0, on-prem OpenAI Codex, and Grok. 1,000 new AI server clients in a single quarter is the cleanest leading indicator of enterprise demand heading into Dell's Q1 print. Pat's biggest takeaway: OpenShell as a control plane for agents spanning from the GB10 all the way to the PowerEdge rack has been the missing orchestration piece. Daniel's read: large enterprises are going to build hybrid AI architectures and want to deliver tokens at the lowest possible on-prem cost, and Dell is ready. (The Decode)
Blackstone and Google Launch a $5B TPU Joint Venture. Pat called it the biggest story of the week and the one that went most under the radar. For the first time, a hyperscaler has released its proprietary AI silicon to a third-party distribution entity. The $5 billion deal, up to $25 billion with leverage, targets 500 megawatts of capacity online by 2027. Daniel's framing: Google decided its custom silicon is worth more as a commercially distributed asset than as a captive moat. Pat's note: the proprietary nature of TPU infrastructure means retrofitting existing data centers will require real work, but the sovereign angle gives the JV a natural first market. (The Decode)
AMD Helios, $10B Taiwan Investment, and the MI450 Anchor Customer Rumor. AMD dropped a $10 billion Taiwan ecosystem investment alongside confirmation that Helios rack-scale is on track for multi-gigawatt customer deployments beginning 2H 2026. A Citi rumor surfaced Anthropic as the anchor MI450 customer, to be formally announced at AMD's Advancing AI Day in July. Pat's read: Lisa Su has made a commitment and she almost never falls through. The analysts who said AMD would not ship anything in the second half of 2026 are going to be very wrong. (The Decode)
OpenAI Guaranteed Capacity: Sam Altman's Moment. OpenAI launched multi-year compute commitment contracts the same week that Anthropic was struggling with capacity outages. Pat called it brilliant and said it makes Sam Altman look like a genius. It's the inference-era analog of cloud reserved instances: guaranteed availability at a locked price for one, two, or three years. Daniel added context: Anthropic's annualized ARR growth is nearly double OpenAI's and is about to lap them, so the model war is far from over. But for enterprises that need reliability, OpenAI just made the most compelling enterprise trust argument of the week. (The Decode)
Sovereign AI Crosses $30 Billion at NVIDIA, 14% of Revenue. NVIDIA disclosed sovereign AI as a segment-level line for the first time, at $30 billion in FY26, 3x the prior year. Pat has been tracking sovereign for years and calls this the clearest possible signal that it has moved from marketing term to structural revenue category. Daniel's point: outside of the four or five hyperscalers doing all the major buying, sovereign is where the incremental demand is coming from and it is very real. (The Decode)
The Flip: Is the SaaSpocalypse Over? Daniel took the affirmative and came in loaded. Every earnings report across CrowdStrike, Cloudflare, ServiceNow, Intuit, Salesforce, Atlassian, Notion, and monday.com shows companies growing with the AI tailwind. His core argument: there was a reason SaaS emerged 20 to 30 years ago. Companies do not want to be in the software business. Vibe-coded flat-file apps with no security, no governance, no data lineage look great in a kitchen demo and fall apart at enterprise scale. The SaaSpocalypse is over and he is tired of talking about it. Pat's counter: BofA slapped Salesforce with an Underperform at $160, 8% below where it trades. Snowflake is down 35% year-to-date. A senior Dell executive told him Dell will not buy another SaaS system and is tripling internal software creation. The growth question is real even if the terminal value is not zero. Both agree the tape will tell the real story. (The Flip)
NVIDIA Q1 FY27 Results. Record $81.6 billion revenue, up 85% year over year. Data center at $75.2 billion, up 92%. Non-GAAP EPS of $1.87, up 140%. Q2 guide of $91 billion crushed the $86.8 billion consensus by $4 billion at the midpoint. $80 billion buyback authorized, dividend raised 25x. The stock went down after hours for the fifth consecutive time following a massive beat and raise. Pat's read: NVIDIA may be worth $8 to $9 trillion on paper at a sector-average multiple and 75% gross margins held. Daniel's framing: this is the best company in the world, possibly tied with Google, and it is becoming the Apple of this era. He sees a long safe journey of continued growth vs. speculative dollars chasing quantum and space names that can double in a week. (Bulls and Bears)
Intuit: Earnings Beat, Revenue Miss. A 17% workforce cut, raised guidance, and $8 billion buyback were authorized. Pat's emerging thesis: these companies are cutting people to afford tokens. Intuit comes at a moment when OpenAI's ChatGPT finance plugin via Stripe is building an intelligence layer that could sit on top of Intuit's products without displacing them directly, at least not yet. (Bulls and Bears)
Lenovo: Record $21.6 billion quarterly revenue, up 27% year over year. The company's fastest growth in five years. AI-related revenue is up 84% year over year to 38% of total company revenue. ISG returned to full-year operating profit with a $21 billion AI server pipeline. Pat and Dan both read Lenovo's results as NVIDIA tea leaves, a leading indicator of enterprise AI server demand that directly validates what Dell said on stage about 1,000 new AI server clients. (Bulls and Bears)
Analog Devices: Record $3.62 billion revenue, up 37% year over year. EPS up 67%. Q3 guide of $3.9 billion crushed consensus by $270 million. Data center up 90%, industrial up 56%, comms up 79%. The $1.5 billion Empower Semiconductor acquisition adds integrated voltage regulator technology that can reduce AI data center power consumption by 10 to 15% while shrinking the power footprint by up to 4x. Daniel's closing point: you can't build AI servers without players like Analog Devices and Lattice Semiconductor. These essential node companies aren't boring, they're foundational. (Bulls and Bears)

Check out all of our Dell Technologies World coverage linked in the show notes including our sit-downs with Michael Dell, Jeff Clark, and key customers.

Be part of our community. Hit that subscribe button and see you at Computex.

The Decode Google I/O 2026 — Gemini Becomes the Operating System: 900M MAU, 3.2 Quadrillion Tokens/Month, Gemini Omni, Antigravity 2.0, Gemini Spark, and Android XR Glasses

https://blog.google/innovation-and-ai/sundar-pichai-io-2026/

Dell Technologies World 2026 — AI Factory Goes Agentic: Michael Dell + Jensen Huang Unveil PowerEdge XE9780, Dell Deskside Agentic AI, and a Multi-Model Ecosystem; Dell Adds 1,000 AI-Server Clients in the Quarter https://www.dell.com/en-us/blog/dell-technologies-world-a-bright-and-beautiful-road-ahead/

Blackstone + Google Launch $5B (Up to $25B w/ Leverage) JV to Sell Google TPUs Outside Google Cloud — First Time a Hyperscaler Has Released Its Custom Silicon to a Third-Party Distribution Channel; 500 MW Online by 2027, Benjamin Treynor Sloss as CEO https://www.blackstone.com/news/press/blackstone-announces-joint-venture-with-google-to-create-new-tpu-cloud/

AMD Announces $10B+ Taiwan Ecosystem Investment — Helios Rack-Scale Platform With MI450X GPUs and Venice EPYC on TSMC 2nm Targeting Multi-Gigawatt Deployments 2H 2026; the Clearest Second-Source Signal Yet https://ir.amd.com/news-events/press-releases/detail/1286/amd-announces-more-than-10-billion-in-taiwan-ecosystem-investments-to-accelerate-ai-infrastructure

OpenAI Launches Guaranteed Capacity — Multi-Year Compute Commitments Turn Inference Capacity Into a New Enterprise Asset Class https://www.cnbc.com/2026/05/19/openai-announces-new-guaranteed-capacity-offering-for-customers-to-secure-compute.html

The Sovereign AI Government Investment Wave — NVIDIA Discloses ~$30B Sovereign-AI Revenue (14% of Mix); UAE, Saudi, Japan, Australia, France All in Motion This Week https://finance.yahoo.com/markets/stocks/articles/analog-devices-q2-earnings-beat-153000996.html

The Flip: Is the SaaSpocalypse Officially Over — or Is BofA's Split Call (ServiceNow Buy, Salesforce Underperform) the Real Signal That Platform AI Monetization Is Going to Be Bifurcated, Not Universal?

FOR:

BofA Reinstates Coverage of ServiceNow, Salesforce — Barron's (May 18) https://www.barrons.com/articles/servicenow-salesforce-stock-price-ai-7b109396

Embedded workflow + system-of-record stickiness still wins citing ServiceNow Q1 2026 financial results https://newsroom.servicenow.com/press-releases/details/2026/ServiceNow-Reports-First-Quarter-2026-Financial-Results/default.aspx

Intuit Q3 revenue up 10%, cuts 17% of staff — SEC 8-K filing (May 20) https://www.stocktitan.net/sec-filings/INTU/8-k-intuit-inc-reports-material-event-b23073259896.html

AGAINST:

BofA Slaps Salesforce With Underperform Rating, $160 Price Target — 24/7 Wall St (May 18) https://247wallst.com/investing/2026/05/18/bofa-slaps-salesforce-with-underperform-rating-160-price-target-is-the-ai-story-falling-flat/

BofA resets Salesforce price target to Underperform — TheStreet (May 19) https://www.thestreet.com/investing/stocks/bofa-resets-salesforce-stock-price-target-to-underperform-at-160

Snowflake -35% YTD heading into May 27 print is the canary that platform stickiness is being repriced

https://eciks.org/4640-22295-snowflake-set-to-report-q1-earnings-may-27-with-ai-strategy-in-focus

OpenAI Guaranteed Capacity + Dell on-prem Codex create a credible path to displace seat-based SaaS

https://www.cnbc.com/2026/05/19/openai-announces-new-guaranteed-capacity-offering-for-customers-to-secure-compute.html

Bulls & Bears

NVIDIA Q1 FY27 ACTUALS https://www.cnbc.com/2026/05/20/nvidia-nvda-earnings-report-q1-2027.html

Intuit Q3 FY26 Actuals https://investors.intuit.com/news-events/press-releases/detail/1312/intuit-reports-strong-third-quarter-results-and-raises-full-year-revenue-guidance

Lenovo Q4 FY26 ACTUALS https://www.cnbc.com/2026/05/22/lenovo-shares-jump-15percent-on-record-earnings-as-ai-revenue-nearly-doubles.html

Analog Devices Q2 FY26 ACTUALS https://finance.yahoo.com/markets/stocks/articles/analog-devices-q2-earnings-beat-153000996.html

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Patrick Moorhead and Daniel Newman dig into the week's biggest moves in enterprise AI: Anthropic and OpenAI launching PE-backed enterprise JVs on the same day, Anthropic filling its compute gap with SpaceX's Colossus, Cerebris filing for a $3.5 billion IPO, NVIDIA going deep on co-packaged optics with Corning, and a full IBM Think and ServiceNow recap. Plus, for The Flip, hosts debate whether Anthropic, at $1.2 trillion, is the most important company in enterprise tech.

The handpicked topics for this week are:

Anthropic and OpenAI Launch PE-Backed Enterprise JVs on the Same Day — Both companies announced private equity joint ventures, with OpenAI backed by Bain, Brookfield, and Advent, and Anthropic partnering with Blackstone, Goldman Sachs, Apollo, and General Atlantic. Daniel's read is that this is fundamentally a distribution play, using private equity portfolio companies as a deployment channel for AI at scale. Pat sees it as the clearest admission yet that enterprise AI cannot be self-implemented at scale without specialized consulting support, and flags that mid-tier systems integrators (SIs) could get cut out of the middle. (The Decode)
Anthropic Signs Massive Compute Deal with SpaceX Colossus — Anthropic urgently needed compute and SpaceX had 300 megawatts and 220,000 GPUs sitting at Colossus One in Memphis without enough business to fill them. Pat's take is blunt: this move is pragmatic. Anthropic needs it, xAI has it. Daniel adds that Dario himself said they planned for 10x growth and got 80x, and this deal is the fast backfill that reality demanded. The side note both hosts flag: Anthropic is running on H100s, H200s, and B200s, which puts the whole "Anthropic only runs on Trainium and TPUs" narrative to rest. (The Decode)
Cerebris Files for a $3.5 Billion IPO at $26.6 Billion Valuation — This marks their second attempt at an IPO after pulling the first filing. The architecture is genuinely unique, a complete wafer with massive on-chip SRAM and interconnects built directly onto the wafer rather than copper or photonics. Pat calls it the first credible Western alternative for AI inference. Daniel's framing cuts through: you do not have to beat NVIDIA to sell right now. You just need to have availability. The more interesting headline, both hosts agree, is that Sam Altman and Greg Brockman are angel investors, which adds fuel to the ongoing OpenAI lawsuit. (The Decode)
NVIDIA and Corning Announce $500 Million Optical Partnership — Three new US factories, co-packaged optics for Vera Rubin, and a supply chain strategy that mirrors what NVIDIA did with Coherent. Pat's context: this is vertical integration through investment rather than acquisition. Daniel's observation is that the pace of movement toward co-packaged optics is accelerating faster than anyone expected, and his "rule of and" applies here too. Copper is not going away. Optics are being added on top because the data volumes moving across these racks are outrunning what copper alone can handle. US manufacturing in North Carolina and Texas is a strategic bonus. (The Decode)
IBM Think 2026: Day Zero, Sovereign Core, and the Quantum Plus AI Bet — Pat moderated on stage with CEO Arvind Krishna and calls this IBM's best showing in five years. Arvind opened with the AI divide, the gap between companies still running POCs and companies already in production, and framed where IBM sits as day zero, not because nothing has happened, but because enterprise AI deployment at scale is still so early. Daniel's biggest takeaways: watsonX Orchestrate updates, Sovereign Core going GA with policy at runtime, and the Confluent acquisition potentially being IBM's most important asset since Red Hat, given that 40% of Fortune 500 companies run on it and real-time streaming data is foundational to agentic systems. Both hosts land on quantum plus AI as IBM's next inflection moment. (The Decode)
ServiceNow Knowledge 2026: Enterprise SaaS 2.0 is Emerging — Daniel got there on day three of the event and noted the conference was densely packed. His observation: enterprises have not gotten the memo from Wall Street that SaaS is supposedly dead. His emerging thesis is that middleware could make a comeback for AI, with companies needing a layer that lets agents work across any infrastructure, any app, and within the rules of their specific business. Pat agrees and adds that the growth question is about mix, not survival. (The Decode)
The Flip: Is Anthropic at $1.2 Trillion the Most Important Company in Enterprise Tech? — Daniel took the affirmative citing that Claude Code is deeply entrenched in developer workflows. Anthropic went from $9 billion to $45 billion ARR in months. Every major hyperscaler is both a customer and an investor. The PE JVs are turning verticals into Anthropic engines. Dario said they planned for 10x and got 80x. Pat's counter: the enterprise trust gap is real after what Anthropic pulled on pricing and performance. Microsoft has 2 billion users across 365, Azure, and Copilot. NVIDIA is the infrastructure Anthropic runs on. And workforce replacement, which is how Anthropic extracts its terminal value, is not arriving as fast as the valuation suggests. In reality, both hosts admit their notes looked almost identical. (The Flip)
AMD — Lisa Su guided AI data center growth up from 60% to 80%. With OpEx growing 83%, net income up 95%, free cash flow ripping, and CPUs growing at nearly 40% without price increases, Pat reads this as unit market share gains coming soon. Daniel's framing: AMD is now a two-headed juggernaut with CPUs and GPUs for the data center. And Helios has not even started shipping yet. Both hosts take a victory lap for previously calling this one. (Bulls and Bears)
Palantir — Triple beat on revenue, EPS, and forward guidance. Rule of 40 at 145%. Government revenue up 84%, 47 deals over $10 million, and the largest guidance raise in the company's history. Daniel's take: Palantir is redefining the category entirely. It's not a software company in the Salesforce or ServiceNow sense. It's technology, plus ontology, plus people, deployed at the deepest layers inside governments and enterprises. Pat adds that the four deployed FTE model lets them stand up AIP POCs within a week, which is why they are winning business at this pace. (Bulls and Bears)
ARM — AGI processor demand doubled from $1 billion to $2 billion within 45 days. Record revenue, strong pipeline, royalty growth at 21% for the full year. The stock ripped after hours, then sold the next day when management confirmed only enough supply for $1 billion of that $2 billion demand. Pat's read: 50% CPU market share with hyperscalers at the core level is the most underdiscussed signal on the call. Daniel adds that the worry about ARM competing with its own customer base in custom silicon has been quietly swept away by the sheer volume of compute demand. (Bulls and Bears)
Supermicro — A board member allegedly used a hairdryer to remove labels from GPU boxes being shipped to China. Approximately 20% of their revenue has reportedly been illegally shipped to China. They beat on EPS and Q4 guide but missed Q3 revenue versus consensus. Stock still ripped 18%. Daniel's take: if you are selling picks and shovels during a gold rush and you are this messed up, he cannot imagine owning it with the overhang that is building. (Bulls and Bears)
Lattice Semi and Coherent — Lattice revenue up 42%, back into growth, guiding to 50% year-on-year at midpoint. The AMI acquisition at $1.65 billion doubles their serviceable market from $6 billion to $12 billion and puts them inside every AI server on the planet at the BIOS and platform firmware layer. Pat calls the timing right: core financials crushing it, time to make a move. Coherent printed 21% year-on-year growth, 55% EPS growth, margins expanding, debt coming down, entered the S&P 500, and sits at the center of the co-packaged optics trend that is accelerating. Pat's choke point note: Indium phosphide capacity is the constraint. Six-inch fabs are doubling capacity in 2026, a quarter ahead of plan, and competitors are still ramping their transitions. (Bulls and Bears)

Want the full breakdown from IBM Think and ServiceNow Knowledge, and check out our on-the-ground coverage linked in the show notes.

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Intro

Pat on Stage at IBM Think

https://x.com/PatrickMoorhead/status/2051381046537601101?s=20

The Decode OpenAI and Anthropic Both Launch PE-Backed Enterprise Services JVs on the Same Day — The Palantir FDE Model Goes Mainstream

https://www.bloomberg.com/news/articles/2026-05-04/openai-finalizes-10-billion-joint-venture-with-pe-firms-to-deploy-ai

https://techcrunch.com/2026/05/04/anthropic-and-openai-are-both-launching-joint-ventures-for-enterprise-ai-services/

https://www.semafor.com/article/05/04/2026/openai-anthropic-ramp-up-enterprise-push

Anthropic and SpaceX Sign Massive Compute Deal — Full 300MW / 220,000 GPU Colossus 1 Memphis Data Center Plus Exploration of Multi-Gigawatt Orbital AI Compute https://www.cnbc.com/2026/05/06/anthropic-spacex-data-center-capacity.html

https://www.bloomberg.com/news/articles/2026-05-06/anthropic-inks-computing-deal-with-spacex-to-meet-ai-demand

https://www.tomshardware.com/tech-industry/artificial-intelligence/musks-spacex-has-rented-out-access-to-its-supercomputers-220-000-nvidia-gpus-and-300-megawatts-of-ai-compute-power-to-rival-anthropic

Cerebras Files for $3.5B IPO at $26.6B Valuation — The First Major AI Chip IPO of 2026 https://www.cnbc.com/2026/05/04/cerebras-ipo-ai-chipmaker.html

https://theaiinsider.tech/2026/05/06/cerebras-systems-eyes-3-5b-in-largest-tech-ipo-of-2026-on-strength-of-ai-chip-demand/

https://www.briefs.co/news/ai-chipmaker-cerebras-just-filed-for-a-3-5-billion-ipo/

NVIDIA and Corning Announce Game-Changing Optical Partnership — $500M Investment, 3 New U.S. Factories, and Co-Packaged Optics for Vera Rubin and Beyond https://www.corning.com/worldwide/en/about-us/news-events/news-releases/2026/05/nvidia-and-corning-announce-long-term-partnership-to-strengthen-us-manufacturing-for-ai-infrastructure.html

https://www.cnbc.com/2026/05/06/nvidia-corning-optical-factories-nc-texas-ai.html

https://www.wsj.com/tech/nvidia-corning-form-partnership-to-expand-fiber-optic-manufacturing-17f525de

https://kfgo.com/2026/05/06/corning-partners-with-nvidia-to-expand-us-fiber-optic-output-for-ai-growth/

IBM Think 2026 Boston — Watsonx Orchestrate Next-Gen, Confluent Real-Time Data, IBM Concert, and Sovereign Core Define IBM's Agentic Operating Model

https://newsroom.ibm.com/2026-05-05-think-2026-ibm-delivers-the-blueprint-for-the-ai-operating-model-as-the-ai-divide-widens

https://www.ibm.com/new/announcements/ibm-announcements-at-think-2026

https://www.instagram.com/reel/DX42DlrglOs/

ServiceNow Knowledge 2026 Las Vegas https://www.servicenow.com/events/knowledge.html

https://newsroom.servicenow.com/press-releases/details/2026/Cohesity-and-ServiceNow-Deliver-Real-Time-Recovery-for-Enterprise-AI-Agents/default.aspx

https://www.cnbc.com/2025/09/04/nvidia-backed-cohesity-eyes-2026-ipo-with-valuation-rivaling-17-billion-rubrik.html

The Flip: Anthropic at $1.2T Now the Most Important Company in Enterprise Tech — More Important Than NVIDIA, Microsoft, or OpenAI FOR:

Dual-hyperscaler compute anchor (Amazon $33B + Google $40B = $73B) is structural — unmatched

https://futurumgroup.com/insights/anthropics-gigawatt-scale-tpu-deal-with-broadcom-creates-a-structural-advantage/

Constitutional AI safety positioning wins regulated industries

https://www.anthropic.com/news/anthropic-nec-japan-ai-engineering-workforce

$900B valuation surpasses OpenAI ($852B) at faster revenue growth and lower burn rate

https://techcrunch.com/2026/04/30/anthropic-potential-900b-valuation-round-could-happen-within-two-weeks/

AGAINST:

NVIDIA still controls the substrate — every Anthropic dollar of revenue requires NVIDIA inference at some layer

https://www.cnbc.com/2026/04/27/nvidia-just-hit-an-all-time-high-why-some-think-a-rally-is-just-getting-started.html

Microsoft has the enterprise distribution — 365 + Azure + Copilot reach >2 billion users

https://www.marketbeat.com/originals/microsofts-maia-200-the-profit-engine-ai-needs/

$900B valuation is venture marketing — the IPO will reset the number

https://www.semafor.com/article/05/04/2026/openai-anthropic-ramp-up-enterprise-push

Bulls & Bears: AMD Q1 2026 — Revenue $10.3B (+38% YoY), MI300X Data Center GPU Demand Drives Stock +20% on the Print

https://ir.amd.com/news-events/press-releases/detail/1284/amd-reports-first-quarter-2026-financial-results

https://www.cnbc.com/2026/05/05/amd-q1-2026-earnings-report.html https://finance.yahoo.com/markets/stocks/articles/amd-q1-2026-earnings-revenue-203331768.html

Palantir Q1 2026 — Revenue +85% YoY, US Commercial +133%, Rule of 40 Score Hits 145%; Largest Guidance Raise in Company History https://investors.palantir.com/files/Palantir%20-%20Q1%202026%20Business%20Update.pdf

https://www.reddit.com/r/PLTR/comments/1t3t0me/palantir_reports_q1_2026_us_revenue_growth_of_104/

https://finance.yahoo.com/markets/stocks/articles/palantir-technologies-inc-q1-2026-002218719.html

https://semiconalpha.substack.com/p/palantir-q1-2026-rewriting-the-rule

Arm Holdings Q4 FY2026 — Record $1.49B Quarter, Full-Year Revenue Crosses $4.92B, $2B AGI CPU Pipeline; Stock +16% After Hours https://finance.yahoo.com/markets/stocks/articles/arm-q4-earnings-call-highlights-225942093.html

https://www.stocktitan.net/sec-filings/ARM/6-k-arm-holdings-plc-uk-current-report-foreign-issuer-7e9ca9ac7dda.html

https://semiconalpha.substack.com/p/arm-q4-fy2026-record-quarter-2-billion

Super Micro Computer Q3 FY2026 — Revenue $10.2B (+123% YoY), Strong Q4 Guide; Stock +18% AH on First Earnings Call Since Co-Founder Indictment Drama https://www.cnbc.com/2026/05/05/super-micro-smci-q3-earnings-report-2026.html

https://www.stocktitan.net/sec-filings/SMCI/8-k-super-micro-computer-inc-reports-material-event-e70b2f8b3cb7.html

https://www.instagram.com/reel/DX42DlrglOs/

Lattice Semiconductor Q1 2026 — Beat-and-Raise Quarter ($170.9M, +42% YoY) Paired With $1.65B AMI Acquisition That Doubles Lattice's SAM to $12B https://www.stocktitan.net/sec-filings/LSCC/8-k-lattice-semiconductor-corp-reports-material-event-642a862b2bf9.html https://www.ami.com/resources/ami-announces-agreement-to-be-acquired-by-lattice-semiconductor/ https://www.linkedin.com/posts/patmoorhead_lattice-semiconductor-posts-beat-and-raise-activity-7457411226944425984-xA8T

Coherent Q3 2026 Earnings https://www.msn.com/en-us/money/companies/coherent-cohr-tops-revenue-expectations-in-q3-as-ai-demand-accelerates-shares-decline/ar-AA22Bz24?ocid=finance-verthp-feeds

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This week: four hyperscalers reported earnings on the same day, NVIDIA briefly crossed $5 trillion in market cap, OpenAI broke Azure exclusivity, and Google put $40 billion into Anthropic. Patrick Moorhead and Daniel Newman call it the most consequential week in AI infrastructure history and suggest the bull thesis just got its vote of confidence.

The handpicked topics for this week are:

OpenAI Breaks Azure Exclusivity — Both Patrick and Daniel were in the room for the original OpenAI-Microsoft announcement, and they both knew it wasn't the end of the story, it was just the beginning. The restructured deal keeps Microsoft on IP rights through 2032 and a guaranteed 20% revenue share through 2030, but the AGI trigger clause that would have ended payments is gone. The very next day OpenAI went live on AWS, the first non-Microsoft hyperscaler to carry it. Dan's read: model companies need more compute than any one hyperscaler can offer, and every hyperscaler needs access to all the models. Nobody wins with exclusivity anymore. (The Decode)
Google Puts $40 Billion Into Anthropic — Pat spells it out: Anthropic just became AI's first joint custody child, with Amazon and Google as the parents and a $73 billion college fund. Google, which already had stakes in Anthropic and SpaceX, posted a $37 billion investment gain in a single quarter solely from valuation improvements, and now holds dual hyperscaler structural backing for Anthropic that Pat says OpenAI simply can't match. Daniel's thesis lands again: models are not the moat. Compute is the moat. Everybody is figuring that out now. (The Decode)
The CPU War Is On: Meta Goes to AWS for Graviton — Meta recently secured a multi-year, multi-billion dollar Graviton agreement with AWS after being caught off-guard regarding both compute resources and models. Andy Jassy noted that demand was so high he had to decline two customers who sought to purchase his "entire Graviton capacity." During his victory lap, Pat highlighted a significant shift in agentic workloads: the CPU-to-GPU ratio has plummeted from 16-to-1 to nearly 2-to-1, with some cases already reaching 1-to-1 parity. The CPU war is the story nobody saw coming fast enough, including AMD and Intel. (The Decode)
OpenAI 5.5 Review: Shows Promise, But Not Amazing — Daniel tested the new model and shared his take: not blown away but not unhappy either. Pat moved some workloads back to test it and liked what he found, particularly on research. The 38% reduction in reasoning-intensive tasks is the ROI answer OpenAI has right now. But both hosts flag the bigger question: What happens when token subsidies end and real agentic workflow costs hit the tape? That is the moment that opens the door for open source, small models, and enterprise-specific deployments. The model moat, Dan says for the third time this episode, "just does not exist anymore." (The Decode)
China AI and the Open Source Question — Daniel went long on this in a live CNBC stream and brings the sharpest take to the show: serious US companies are not going to scale their products on Chinese models. He predicts it will play out like TikTok, regionally distributed to markets with lower concern about data sovereignty. Pat's hedge: open source is a legitimate pressure valve on frontier model pricing, but only if Chinese labs aren't stealing IP to get there. If the frontier model companies stop investing because there's no money in it, the whole ecosystem loses. NVIDIA has the clearest opportunity to step in and fill the open source gap without competing with its own customers. (The Decode)
The Flip: Is $700 Billion in Hyperscale AI CapEx Delivering Returns Fast Enough? Daniel took the pro stance: Google Cloud at 63% growth, $460 billion in backlog, quarter-over-quarter doubling. Azure at 40%, AWS at 28% fastest growth in 15 quarters. Meta at 33%, fastest growth since 2021, generating $32 billion in operating cash flow in a single quarter. Only 20% of enterprises are using AI and only 2% of consumers. Pat's counter: Microsoft is down 12% year to date despite beating estimates. ServiceNow off 14% after a beat and raise. The market is completely skeptical, and $700 billion in CapEx so Anthropic and OpenAI can crank out $100 billion in revenue is not yet a clean return story. Both hosts admit they agreed on more than they let on. The real question isn't whether companies are spending too much, it might actually be whether they're spending enough. (The Flip)
Fed Holds, 8-4 Vote — In a macro look at the markets, hosts report that the Fed held rates steady, with the most dissents since October 1992. Pat's read: it means nothing for the tech trade right now but is a re-rating of the discount rate long term. Daniel thinks cuts are still coming because housing is stalled and nothing else moves the broader economy without it. Confirmation of the new Fed chair is something to watch. (Bulls and Bears)
NVIDIA Crosses $5 Trillion — Daniel called it, and it happened faster than he thought was realistic, just like $2, $3, and $4 trillion before it. A $5 trillion market cap is a market verdict on supply constraint and demand visibility. His position remains: every estimate of the AI market between now and 2030 is too low because nobody has the gall to estimate what exponential scale actually looks like. (Bulls and Bears)
Microsoft, AWS, and Google Cloud Earnings — The cloud race is heating up with Google Cloud leading at 63% growth, while Azure hit 40% and AWS saw its fastest expansion in 15 quarters at 28%. Pat points to Microsoft's massive 700,000-seat Copilot deal with Accenture as a key indicator of its enterprise advantage, noting that businesses prefer established partners over direct labs for AI. Daniel highlights a clear market shift: Google's demonstrated ROI earned investor rewards, whereas Meta faced pushback for increasing CapEx without a defined enterprise revenue stream. In this "hard ROI era," strategic capital allocation is making all the difference. (Bulls and Bears)
Samsung, Apple, and Qualcomm — Samsung has transitioned from facing negative gross margins to becoming a premier global profit leader. In Pat's view, this surge represents a long-awaited correction following years of intense pricing pressure. SK Hynix and Micron are similar beneficiaries and Daniel has been pounding the table on Micron for a reason. Apple beat solidly everywhere, proved the iPhone 17 cycle is real, blew up the China headwind argument, and grew services to an all-time high at $31 billion. The episode closes on a high note with Qualcomm hitting a major milestone: a hyperscaler is now leveraging their AI silicon, with material impact expected in 2027. As Pat noted in his summary tweet, the short sellers are definitely feeling the heat right now. (Bulls and Bears)

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The Decode

OpenAI Breaks Azure Exclusivity — Models, Codex, and Managed Agents Now on AWS

https://www.businessinsider.com/openai-microsoft-partnership-agreement-changes-cloud-providers-agi-2026-4

https://openai.com/index/openai-on-aws/

Google Commits Up to $40B in Anthropic — AI Lab Capital Concentration Reaches Historic Scale https://futurumgroup.com/insights/anthropics-gigawatt-scale-tpu-deal-with-broadcom-creates-a-structural-advantage/

https://tech-insider.org/google-40-billion-anthropic-investment-tpu-compute-2026/

https://x.com/danielnewmanUV/status/2049994186309468408

Meta Signs Multibillion-Dollar Deal for Tens of Millions of AWS Graviton5 Cores — Agentic AI Becomes a CPU Story https://about.fb.com/news/2026/04/meta-partners-with-aws-on-graviton-chips-to-power-agentic-ai/

https://www.aboutamazon.com/news/aws/meta-aws-graviton-ai-partnership

https://www.geekwire.com/2026/meta-signs-multibillion-dollar-deal-to-use-amazons-graviton-chips-for-agentic-ai/

OpenAI Releases GPT-5.5 — New Intelligence Tier for Agents, Coding, and Research https://www.cnbc.com/2026/04/23/openai-announces-latest-artificial-intelligence-model.html

https://community.openai.com/t/gpt-5-5-is-here-available-in-the-api-codex-and-chatgpt-today/1379630

The China AI Pricing Divide — DeepSeek, Kimi, and Open-Weight Chinese Models Running at Fractions of OpenAI/Anthropic Cost https://www.youtube.com/watch?v=UjdFa1eyIWI

https://artificialanalysis.ai/models/deepseek-v4

https://the-decoder.com/kimi-k2-pricing-vs-openai-anthropic/

https://venturebeat.com/technology/deepseek-v4-arrives-with-near-state-of-the-art-intelligence-at-1-6th-the-cost-of-opus-4-7-gpt-5-5 The Flip With Alphabet, Microsoft, and Meta All Reporting Earnings Today — Is the $500B+ Hyperscaler AI Capex Cycle Delivering Returns Fast Enough to Avoid a Reckoning?

FOR: Google Cloud at 27% margin and $35B+ quarterly revenue pace is proof the cycle pays

https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/04/alphabet-earnings-preview-q1-2026

Meta's $115-135B capex is being funded by 31% revenue growth — not debt

https://tickeron.com/blogs/meta-platforms-meta-q1-2026-earnings-preview-31-revenue-growth-in-sight-12881/

Nvidia's $5T market cap and $1T+ in forward order visibility confirms demand is not slowing

https://www.cnbc.com/2026/04/27/nvidia-just-hit-an-all-time-high-why-some-think-a-rally-is-just-getting-started.html

AGAINST: Microsoft is down 12% YTD despite beating estimates last quarter — the market is skeptical

https://www.geekwire.com/2026/microsoft-earnings-preview-after-a-357-billion-wipeout-tech-giant-gets-another-chance/

ServiceNow -14% after a beat-and-raise is the most important AI earnings signal of the week

https://www.cnbc.com/2026/04/22/servicenow-now-earnings-q1-2026.html

Meta just raised 2026 capex to $125-145B and shareholders punished the stock for it — the market is pricing in a payback timing problem

https://finance.yahoo.com/sectors/technology/article/meta-q1-earnings-to-shine-spotlight-on-spending-with-capex-nearly-doubling-from-last-year-160136256.html

https://techcrunch.com/2026/04/30/meta-says-its-business-ai-now-facilitates-10-million-conversations-a-week/

Bulls & Bears

Fed Holds Rates Steady at 3.5-3.75% in Powell's Final Press Conference — 8-4 Vote is Most Dissents Since October 1992 https://www.cnbc.com/2026/04/29/fed-interest-rate-decision-april-2026.html

https://www.foxbusiness.com/economy/federal-reserve-interest-rate-decision-april-29-2026

https://www.kiplinger.com/news/live/fed-meeting-updates-and-commentary-april-2026

Nvidia Hits $5T Market Cap and All-Time High — First Record Since October https://www.cnbc.com/2026/04/27/nvidia-just-hit-an-all-time-high-why-some-think-a-rally-is-just-getting-started.html

https://polymarket.com/event/will-nvda-hit-week-of-april-27-2026

The Hyperscaler Cloud Read — AWS Reaccelerates to 28%, Microsoft Azure to 40%, AI Run Rates $15B+ and $37B https://www.heygotrade.com/en/blog/amazon-q1-2026-earnings-reaction/

https://www.cnbc.com/2026/04/29/aws-earnings-q1-2026.html

https://www.microsoft.com/en-us/Investor/earnings/FY-2026-Q3/income-statements

https://www.marketbeat.com/originals/microsofts-maia-200-the-profit-engine-ai-needs/

Mag 7 Capex Read — Alphabet's Cloud Backlog Hits $460B+ While Meta Raises 2026 Capex to $125-145B https://www.cnbc.com/2026/04/29/alphabet-googl-q1-2026-earnings.html

https://finance.yahoo.com/sectors/technology/article/meta-q1-earnings-to-shine-spotlight-on-spending-with-capex-nearly-doubling-from-last-year-160136256.html

https://techcrunch.com/2026/04/30/meta-says-its-business-ai-now-facilitates-10-million-conversations-a-week/

Samsung Electronics Q1 2026 — Record Quarter on AI Memory Boom; First Mass HBM4 Shipment to NVIDIA Vera Rubin https://news.samsung.com/global/samsung-electronics-announces-first-quarter-2026-results

https://www.techbuzz.ai/articles/samsung-electronics-announces-first-quarter-2026-results

https://www.sammobile.com/news/samsung-q1-2026-profit-hits-record-high-ai-chip-boom/

Apple Q2 FY2026 — Record $111.2B Revenue (+17%), Greater China +28%, $100B Buyback Authorized; Cook's 89th Earnings Call https://9to5mac.com/2026/04/30/apple-reports-q2-2026-earnings-111-2-billion-in-revenue-up-17/

https://www.macrumors.com/2026/04/30/apple-2q-2026-earnings/

https://www.stocktitan.net/news/AAPL/apple-reports-second-quarter-gy0ooebphoid.html

https://www.bloomberg.com/news/live-blog/2026-04-30/apple-second-quarter-earnings

Qualcomm Q2 Earnings

https://investor.qualcomm.com/files/doc_financials/2026/q2/FY2026-2nd-Quarter-Earnings-Presentation_4-29-26_Final.pdf

https://www.benzinga.com/quote/QCOM/earnings

https://finance.yahoo.com/markets/stocks/article/qualcomm-reports-better-than-anticipated-q2-earnings-stock-rises-over-10-155935310.html

View Details

Patrick Moorhead and Daniel Newman break down a massive week in enterprise tech, from Google Cloud Next's full-stack AI push and Amazon's $100 billion Anthropic commitment, to Apple's leadership transition and Intel's long-awaited foundry validation courtesy of Elon Musk.

The handpicked topics for this week are:

Google Cloud Next 2026: Full-Stack AI and New TPUs — Google Cloud Next has cemented itself as the second-biggest AI event on the calendar, with Thomas Kurian declaring the proof-of-concept era over and enterprises now in full production mode with agents. Google unveiled two next-generation TPUs (the 8i for training and the 8t for high-throughput inference) and reinforced its full-stack differentiation from infrastructure through Gemini Enterprise Workspace. (The Decode)
Google's Agentic Security and MCP Push — Google made a significant move into agentic security, combining Wiz and Mandiant into what Pat calls a sleeper announcement of the show. Google also committed to placing MCP servers across all of its data surfaces, meaning even non-Google platforms can tap into Google data without full lock-in. (The Decode)
Google Distributed Cloud and On-Prem Agentic Orchestration — Google took the biggest first step Patrick has seen toward a true agentic orchestrator that spans on-prem enterprise and public cloud through progress on Google Distributed Cloud. No other company has yet attempted cross-environment agent coordination at this level. (The Decode)
Amazon's $100 Billion Anthropic Commitment — Amazon formalized a commitment of up to $100 billion into Anthropic, including five gigawatts of Trainium capacity, making it the largest non-NVIDIA silicon commitment in history. Anthropic's valuation crossed $1 trillion just weeks after a $350 billion raise, a pace that has left even veteran analysts searching for new language. (The Decode)
Adobe Summit 2026: Enterprise Agents and Jensen's Endorsement — Jensen Huang took the stage at Adobe Summit to deepen the NVIDIA-Adobe partnership, calling agentic workflows the new front end for SaaS rather than a replacement for it. Adobe reported $250 million in Firefly ARR and 45% quarter-over-quarter growth in agentic tool usage, yet the stock continued to disappoint investors expecting hypergrowth multiples. (The Decode)
Apple's New CEO: John Ternus and Tim Cook's Legacy — Apple named John Ternus as its fourth CEO, closing the book on Tim Cook's 15-year tenure marked by custom silicon success, services expansion, and operational excellence, alongside misses in Vision Pro, the abandoned car project, and Siri's failure to become the AI front end it should have been. Ternus is a continuity hardware candidate, and the most consequential decision may prove to be keeping Johny Srouji over all of hardware. (The Decode)
Intel Foundry: Elon Musk, TerraFab, and 14A Validation — One day before Intel's earnings print, Elon Musk publicly confirmed TeraFab will use Intel's 14A process, delivering the first verifiable public wafer commitment on that node. Intel then reported a 23% stock surge, 22% data center growth, and EPS of $0.29 against a $0.01 street consensus. (The Decode)
The Flip: TSMC vs. Semiconductor Equipment Makers — Pat and Dan take hard opposing stances on who holds more power in the AI supply chain: TSMC with its control of over 90% of advanced AI silicon and irreplaceable process expertise, or the equipment oligopoly of ASML, Applied Materials, LAM, and KLA without whom no leading-edge fab can operate. The real answer, they conclude, is deep interdependence, though TSMC's combination of talent and leading-edge control gives it outsized leverage today. (The Flip)
Intel — Intel's earnings were a blowout across the board, with data center up 22%, EPS of $0.29 versus a $0.01 estimate, and guide raised, driven by CPU price increases, customer pull-ins, and packaging volume growth. Hosts discuss whether the stock at current levels is pricing in foundry revenue that has barely begun to materialize on the tape. (Bulls and Bears)
GE Vernova and Vertiv — GE Vernova posted a beat on revenue and EPS with orders up 71% organically and a $163 billion backlog, while Vertiv reported sales up 30% and raised forward guidance to $14 billion. Both companies reflect the acute power infrastructure demand tied to data center buildout, with Patrick noting their growth was likely already baked into share prices heading into the print. (Bulls and Bears)
ServiceNow — ServiceNow beat across the board with a Rule of 57 growth result and AI run rate up to $1.5 billion, 50% above its prior target, though margin headwinds from three acquisitions and on-prem impacts from the Middle East conflict weighed on sentiment. Daniel argues the market has not yet accepted that workflow automation at enterprise scale will not be replaced by vibe-coded alternatives. (Bulls and Bears)
IBM — IBM posted a triple beat with Red Hat up 13%, software up 11%, and Z mainframe up 48%, the latter driven in part by AI-assisted COBOL modernization tools making the platform newly relevant. The stock slid after hours despite the results, continuing a pattern Patrick describes simply as silly season for enterprise infrastructure names. (Bulls and Bears)
SAP — SAP beat on revenue and earnings with cloud revenue up 19%, cloud backlog up 20%, and total backlog up 25%, reinforcing that enterprise ERP customers are not moving away from core platforms. Daniel and Patrick agree this is another data point showing enterprises are building AI on top of existing software stacks, not tearing them out. (Bulls and Bears)

The Decode

Google Cloud Next 2026 — TPU 8 Dual-Architecture and the Agentic Enterprise Stack

https://cloud.google.com/blog/topics/google-cloud-next/welcome-to-google-cloud-next26

https://oplexa.com/google-cloud-next-2026/

https://www.itpro.com/cloud/cloud-computing/google-cloud-next-2026-googles-unique-advantages

https://thenextweb.com/news/google-inference-chips-nvidia-challenge-supply-chain

Amazon Commits Up to $25B More in Anthropic; $100B+ AWS Commitment in Return https://www.cnbc.com/2026/04/20/amazon-invest-up-to-25-billion-in-anthropic-part-of-ai-infrastructure.html

https://www.nytimes.com/2026/04/20/technology/amazon-anthropic-investment.html

https://www.geekwire.com/2026/amazon-doubles-down-on-anthropic-with-25b-investment-mirroring-its-openai-cloud-deal/

https://futurumgroup.com/insights/anthropics-gigawatt-scale-tpu-deal-with-broadcom-creates-a-structural-advantage/

Adobe Summit 2026 — CX Enterprise, Creative Agent, and Jensen Huang Onstage https://www.cxtoday.com/ai-automation-in-cx/adobe-summit-2026-cx-announcements/

https://www.cmswire.com/digital-experience/nvidia-ceo-jensen-huang-told-the-saas-world-agentic-is-here-adobe-was-listening/

https://www.techradar.com/pro/live/adobe-summit-2026

https://futurumgroup.com/insights/will-adobes-brand-visibility-solution-rewrite-the-rules-of-ai-driven-customer-experience/

https://www.linkedin.com/posts/patmoorhead_adobesummit-googlecloudnext-ai-activity-7451754772128514048-0BwK

Apple CEO Transition — Tim Cook to Executive Chairman, John Ternus to CEO https://www.apple.com/newsroom/2026/04/tim-cook-to-become-apple-executive-chairman-john-ternus-to-become-apple-ceo/

https://www.facebook.com/HBR/posts/on-monday-april-20-2026-apple-announced-that-tim-cook-will-step-down-as-ceo-in-s/1324436846218173/

https://www.apple.com/newsroom/2026/03/introducing-apple-business-a-new-all-in-one-platform-for-businesses-of-all-sizes/

Intel Foundry Lands Tesla for Terafab on 14A — First External 14A Customer, and a Direct Shot at the TSMC Bottleneck https://www.reuters.com/business/autos-transportation/tesla-ceo-musk-says-company-plans-use-intels-14a-process-terafab-2026-04-22/

https://www.trendforce.com/news/2026/04/23/news-intel-tapped-as-tesla-wins-first-14a-customer-spot-in-terafab-push/

https://www.benzinga.com/markets/equities/26/04/51992031/musk-bets-on-intels-14a-process-tesla-stock-falls-on-capex-plans

https://www.cnbc.com/2026/04/23/intel-earnings-q1-2026.html The Flip Who has more power in the AI chip supply chain — TSMC (the fabricator) or the equipment companies (ASML, Applied Materials, Lam, KLA)?

FOR:

TSMC is the single choke point for every leading-edge AI chip in production

https://www.cnbc.com/2026/04/16/taiwan-semi-tsm-asml-stock-earnings-ai-chips.html

TSMC's pricing power shows up directly in its gross margins — and customer behavior

https://leverageshares.com/en-eu/insights/why-asml-and-tsmcs-q1-2026-results-didnt-stir-markets/

TSMC is now a systems integrator — CoWoS packaging is the real moat, not just lithography

https://sterlites.com/blog/ai-supply-chain-2026-tsmc-asml-asic

AGAINST:

ASML is the single point of failure for every advanced node on the planet

https://sterlites.com/blog/ai-supply-chain-2026-tsmc-asml-asic

Applied Materials, Lam Research, and KLA control the etch, deposition, and metrology steps every fab needs

https://finance.yahoo.com/markets/stocks/articles/dear-lam-research-investors-mark-154010553.html

The equipment oligopoly has better margin structure and less concentration risk than TSMC

https://www.cnbc.com/2026/04/16/taiwan-semi-tsm-asml-stock-earnings-ai-chips.html

Bulls & Bears Intel Q1 2026 — Huge Beat and Q2 Guide Raise; Data Center +22%, Stock +16% After Hours

https://www.cnbc.com/2026/04/23/intel-earnings-q1-2026.html

https://seekingalpha.com/news/4578382-intel-q1-2026-beat-guidance-raise-stock-surges

https://www.nasdaq.com/articles/intel-reports-net-loss-q1-2026

Veritiv & GE Vernova Q1 2026 — AI Power Trade Reports a Massive Beat https://www.investing.com/equities/ge-vernova-llc-earnings

https://www.techi.com/ge-vernova-vertiv-ai-data-center/

ServiceNow Q1 2026 — Strong Beat and Raise, But Middle East Deal Delays Crater the Stock https://newsroom.servicenow.com/press-releases/details/2026/ServiceNow-Reports-First-Quarter-2026-Financial-Results/default.aspx

https://www.cnbc.com/2026/04/22/servicenow-now-earnings-q1-2026.html

https://www.businessinsider.com/servicenow-ceo-dismisses-ai-threats-parlor-tricks-2026-4

IBM Q1 2026 — Beat on Top and Bottom; Mainframe Surge, Guidance Unchanged Sends Stock Lower https://www.streetinsider.com/PRNewswire/IBM+RELEASES+FIRST-QUARTER+RESULTS/26351381.html

https://www.briefs.co/news/ibm-q1-2026-earnings-guidance/

https://seekingalpha.com/news/4578381-ibm-signals-5-percent-2026-revenue-growth-and-about-1b-higher-free-cash-flow-while-keeping

https://www.barrons.com/articles/software-stock-selloff-ibm-earnings-servicenow-salesforce-665a8f73

SAP Q1 2026 — Beat on Cloud; Backlog €21.9B (+25% cc), Operating Profit +17% https://www.prnewswire.com/news-releases/sap-quarterly-statement-q1-2026-302752280.html

https://www.gurufocus.com/news/8813611/sap-se-sap-reports-strong-q1-earnings-with-revenue-growth

https://www.globalbankingandfinance.com/sap-reports-17-rise-first-quarter-profit/

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AI is now an execution race defined by infrastructure. Patrick Moorhead and Daniel Newman break down how compute shortages, energy constraints, and security risks are reshaping the race from building models to actually running them at scale. From chip supply and hyperscaler strategy to AI-native security and the growing case for regulation, this episode maps the pressure points defining what it really takes to turn AI investment into production reality.

Handpicked Topics Include: Meta, Broadcom, and the Reality of the Compute Shortage — Meta's multi-year MTIA partnership with Broadcom reinforces a critical truth, there is no surplus compute. Hyperscalers are simultaneously investing in NVIDIA, AMD, ARM, custom silicon, and networking just to meet demand. The discussion breaks down why "compute deficiency" is now the defining constraint in AI, and why every viable chip, regardless of performance tier, will find a buyer. (The Decode)

Anthropic 4.7, Model Degradation, and the Hidden Cost of Scale — The hosts debate performance tradeoffs in Anthropic's latest release, including degraded real-world usability, throttled reasoning quality, and SLA concerns. As token usage increases and compute constraints tighten, model providers are quietly balancing performance against availability, raising questions about reliability for enterprise deployment. (The Decode)

Enterprise AI and the Rise of AI-Native Security Architectures — IBM's Autonomous Security platform signals a shift from AI-enhanced tools to fully AI-native security orchestration. As models increase attack surface through agents and prompt injection risks, enterprises must rethink cybersecurity at the system level, not just the application layer. (The Decode)

Energy, Not Just Compute, Is the Next Bottleneck — Oracle's partnership with Bloom Energy highlights a parallel constraint, power availability. With data center expansion accelerating, companies are investing in fuel cells, natural gas, and off-grid solutions to sustain AI growth. The discussion makes clear that AI scaling is now equally dependent on energy infrastructure as it is on silicon. (The Decode)

Hyperscaler Strategy: Everyone Is Talking to Everyone — Google's reported discussions with Marvell are not an exception, they are the rule. The hosts introduce the principle that every hyperscaler is constantly evaluating every chip partner. With stakes this high, redundancy, diversification, and supplier leverage are mandatory, not optional. (The Decode)

The Flip: Should AI Be Regulated as a Public Utility? — One side argues that AI's scale, energy consumption, and societal impact justify utility-style regulation, comparing it to infrastructure like electricity and the internet. With trillion-dollar CapEx commitments and concentration among a few players, the case is made that access and governance will inevitably require oversight. The opposing view warns that premature regulation would lock in incumbents, slow innovation, and weaken global competitiveness, particularly against China. (The Flip)

Semiconductor Policy, Tariffs, and Global Leverage — Section 232 semiconductor tariffs emerge as a geopolitical tool rather than pure trade policy. The discussion outlines exemptions, unresolved packaging questions, and how tariffs are being used to influence global supply chains and negotiations with China. (Bulls & Bears)

TSMC Signals Unstoppable AI Demand — TSMC's earnings confirm what the market has been debating, AI demand is not slowing. With record margins, increased CapEx, and continued expansion, the company validates long-term infrastructure investment and reinforces that supply, not demand, is the limiting factor. (Bulls & Bears)

ASML and the Fragility of the Supply Chain — ASML's performance highlights strong demand but also exposes geopolitical risk, particularly around China restrictions. The conversation expands to include broader supply chain dependencies across equipment makers and the long-term implications of restricting access to advanced manufacturing tools. (Bulls & Bears)

Quantum Signals: DARPA, IBM, and the Next Compute Frontier — The episode closes with a look at quantum computing's trajectory, including DARPA contracts and IBM's push toward measurable business value. While still early, quantum is positioned as the next layer of heterogeneous compute that could redefine long-term infrastructure. (Bulls & Bears)

The Decode Meta Partners with Broadcom to Co-Develop Custom AI Silicon https://about.fb.com/news/2026/04/meta-partners-with-broadcom-to-co-develop-custom-ai-silicon/

https://247wallst.com/investing/2026/04/14/why-googles-tpu-talks-just-made-marvell-technology-a-must-buy-ai-stock/

https://x.com/danielnewmanUV/status/2044201311915106659

https://x.com/PatrickMoorhead/status/2044180443218546954

https://x.com/PatrickMoorhead/status/2044161631324676401

Anthropic Launches Claude Opus 4.7 Amid Outages and Enterprise Growing Pains https://www.cnbc.com/2026/04/16/anthropic-claude-opus-4-7-model-mythos.html

https://aws.amazon.com/about-aws/whats-new/2026/04/claude-opus-4.7-amazon-bedrock/

https://cloud.google.com/blog/products/ai-machine-learning/claude-opus-4-7-on-vertex-ai

https://gizmodo.com/anthropic-releases-claude-opus-4-7-to-remind-everyone-how-great-mythos-is-2000747469

https://www.techradar.com/news/live/claude-anthropic-down-outage-april-6-2026

https://help.apiyi.com/en/claude-opus-4-7-release-features-api-guide-en.html

IBM Launches Autonomous Security to Defend Against AI-Powered Cyberattacks https://newsroom.ibm.com/2026-04-15-ibm-announces-new-cybersecurity-measures-to-help-enterprises-confront-agentic-attacks Bloom Energy and Oracle Expand to 2.8GW — Fuel Cells Power the AI Data Center Boom

https://www.bloomenergy.com/news/bloom-energy-and-oracle-expand-strategic-partnership-to-deploy-up-to-2-8-gw-to-accelerate-ai-infrastructure-build-out/

https://www.cnbc.com/2026/04/13/oracle-expands-bloom-energy-deal-days-after-400-million-stock-warrant.html https://finance.yahoo.com/sectors/energy/articles/bloom-energy-oracle-expand-strategic-210300696.html

Google in Talks with Marvell on TPU Development and a Dedicated LLM Inference Chip https://247wallst.com/investing/2026/04/14/why-googles-tpu-talks-just-made-marvell-technology-a-must-buy-ai-stock/

https://x.com/wallstengine/status/2044036448094146733

The Flip: Should AI Be Regulated as a Public Utility? FOR: OpenAI itself said AI should be treated like a utility

https://techcrunch.com/2026/04/06/openais-vision-for-the-ai-economy-public-wealth-funds-robot-taxes-and-a-four-day-work-week/

Amazon spending $200B on AI infrastructure proves the utility parallel

https://observer.com/2026/04/amazon-andy-jassy-defends-ai-spend/

AGAINST:

Utilities are regulated because they stopped innovating — AI is still accelerating

https://hai.stanford.edu/ai-index/2026-ai-index-report Cloudera: Nearly 80% of enterprises say AI is held back by data access https://www.globenewswire.com/news-release/2026/04/14/3273502/31982/en/Nearly-80-of-Enterprises-Say-AI-Is-Held-Back-by-Data-Access-Challenges-New-Cloudera-Report-Finds.html Bulls and Bears Section 232 Semiconductor Tariff Deadline Passes — What Comes Next?

https://ninescrolls.com/news/section-232-semiconductor-tariff-deadline-arrives-april-14-equipment-makers-brac

https://www.whitecase.com/insight-alert/president-trump-orders-narrowly-targeted-25-section-232-tariff-certain-advanced

https://www.gibsondunn.com/trump-administration-new-tariffs-on-and-export-licensing-requirements-for-advanced-semiconductors-create-challenging-new-cross-currents-new-opportunities-for-us-manufacturers/

https://x.com/PatrickMoorhead/status/2043432884308992459 TSMC Q1 2026 Earnings: Record Profit, Margins Crush Guidance, AI Demand 'Extremely Robust'

https://www.investing.com/news/transcripts/earnings-call-transcript-tsmcs-q1-2026-shows-strong-growth-and-margin-gains-93CH-4617167

https://ca.investing.com/news/stock-market-news/tsmc-q1-net-profit-surges-58-beats-expectations-on-strong-aifueled-demand-4567884

https://www.techi.com/tsmc-q1-2026-earnings-report/

https://finance.yahoo.com/markets/stocks/articles/tsmc-q1-2026-earnings-record-121456920.html

ASML Q1 2026: Revenue Beats, Full-Year Guidance Raised — 'Demand Outpacing Supply' https://www.asml.com/en/news/press-releases/2026/q1-2026-financial-results https://www.gurufocus.com/news/8795513/asml-reports-strong-q1-2026-results-with-eur-88-billion-in-sales

https://www.cnbc.com/2026/04/15/asml-q1-2026-earnings-report.html

https://semiconalpha.substack.com/p/asml-q1-2026-revenue-beat-guidance

IonQ Surges 20% on DARPA Quantum Contract — Market Prices In Commercialization https://www.ionq.com/news/ionq-selected-for-darpas-heterogeneous-architectures-for-quantum-harq-program https://www.gurufocus.com/news/8792447/ionq-ionq-secures-darpa-contract-for-quantum-computing-advancement https://economictimes.com/news/international/us/ionq-stock-surges-20-after-bagging-big-contract-heres-all-about-it-and-what-investors-should-know/articleshow/130263057.cms https://www.cnbc.com/video/2026/04/14/ionq-ceo-niccolo-de-masi-on-securing-darpa-contract-and-recent-acquisitions.html

https://x.com/danielnewmanUV/status/2044124700586946681

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Episode 300 marks a milestone moment for The Six Five Pod as AI shifts from innovation to consequence. This week, Patrick Moorhead and Daniel Newman unpack the risks of frontier models, the growing complexity of AI deployment, and the market signals that reveal where tech is heading next.

The handpicked topics for this week are:

The Frontier Model Arms Race: Anthropic Mythos + OpenAI Spud — Frontier models are advancing beyond controlled testing environments, exposing real-world vulnerabilities across operating systems and enterprise infrastructure. The hosts examine how rapidly increasing model capability is colliding with security readiness, and what this escalation means for competition across leading AI labs. (The Decode)
Controlled Release and the Emergence of Gated AI Deployment Models — Anthropic's decision to limit access to Mythos reflects a broader shift toward security-first deployment strategies. Rather than prioritizing speed to market, companies are beginning to gate access, signaling a transition toward more controlled, compliance-aware AI rollouts. (The Decode)
Meta's AI Offensive: Muse Spark Launches — Meta's first reasoning model from its Superintelligence Labs is now live across its consumer ecosystem, giving the company a direct distribution advantage while signaling that its infrastructure spending is beginning to translate into frontier-level model output. The hosts unpack what Muse Spark means for reasoning, multi-modal use cases, and the pressure it could put on closed-model pricing. (The Decode)
Intel Joins Musk's 'Terafab' Mega-Project — Intel's involvement in Terafab gives real weight to its foundry comeback narrative and opens up a larger conversation about who will actually build tomorrow's AI manufacturing infrastructure. More than just a partnership, this could determine whether Intel becomes a central player in the next generation of AI chip production. (The Decode)
Intel in Talks with Google and Amazon on Advanced Packaging — Advanced packaging is becoming a strategic layer in AI infrastructure as chiplets, memory, and interconnect design grow more complex. Pat and Dan unpack how Intel's reported talks with Google and Amazon suggest the company is moving beyond wafers and deeper into the system integration layer that hyperscalers increasingly need. (The Decode)
Intel and SambaNova Launch Heterogeneous AI Inference Architecture — Intel and SambaNova are pairing GPUs, RDUs, and Xeon 6 CPUs into a heterogeneous inference blueprint aimed at demanding agentic AI workloads. The conversation focuses on why this matters for enterprise, sovereign, and cloud deployments, and how it reinforces Intel's effort to stay central in an increasingly mixed-compute future. (The Decode)
Maine's Data Center Ban: Maine's proposed freeze on large data center construction turns infrastructure buildout into a political and local governance fight. The hosts connect this story to the broader backlash against AI infrastructure, making the point that land, water, energy, and community consent are becoming real constraints on hyperscaler ambition. (The Decode)
Broadcom + Google + Anthropic Lock in Gigawatt-Scale TPU Capacity — This deal shows compute is no longer being treated like an on-demand utility. It's being secured like strategic infrastructure. Pat and Dan break down how gigawatt-scale TPU capacity, custom silicon collaboration, and Google's expanding role in the stack reshape the competitive map for frontier AI. (The Decode)
Is AGI Really Here, Or Is This the Best Marketing in Tech History? — The debate on The Flip this week centers on whether Anthropic's Mythos behavior and OpenAI's claims around Spud signal a true AGI threshold, or whether the labs are using selective disclosures, gated releases, and ambitious framing to shape market perception before the technology actually meets a general intelligence standard. (The Flip)
Iran Ceasefire Triggers $1.5 Trillion Relief Rally — Announcement of a fragile ceasefire drove one of the biggest market relief rallies of the year, while oil reversed sharply and investors rushed back into risk. The segment looks at what this says about geopolitical sensitivity, supply chain exposure, and how quickly macro conditions can reshape market sentiment. (Bulls & Bears)
April 14 Semiconductor Tariff Deadline: The AI Supply Chain's Moment of Truth — With the Section 232 deadline approaching, the market is watching whether semiconductor tariffs are extended, softened, or escalated. Pat and Dan frame this as a major supply chain and pricing question that could affect chip economics, sovereign AI buildouts, and infrastructure costs across the rest of 2026. (Bulls & Bears)
Samsung Q1 Guidance Signals Continued AI Memory Boom — Samsung's guidance reinforces the idea that the AI infrastructure cycle is still driving massive memory demand. The hosts use the company's quarterly results to read through pricing, margin recovery, and discuss whether the current memory upcycle is a short-term squeeze or part of a more durable AI supercycle. (Bulls & Bears)

The Decode Anthropic Mythos https://www.businessinsider.com/anthropic-mythos-latest-ai-model-too-powerful-to-be-released-2026-4

OpenAI Spud https://happycapyguide.com/blog/openai-gpt-55-spud-pretraining-complete-agi-leap-2026

Meta Launches Muse Spark Reasoning Model https://www.bloomberg.com/news/articles/2026-04-08/meta-debuts-first-ai-model-from-prized-superintelligence-group

Intel Joins Musk's Terafab Mega-Project https://www.reuters.com/business/autos-transportation/intel-join-musks-terafab-mega-ai-chip-project-2026-04-07/

Intel in Talks with Google and Amazon on Advanced Packaging https://www.tomshardware.com/tech-industry/semiconductors/intel-reportedly-in-talks-with-google-and-amazon-over-advanced-packaging

Intel and Sambanova Launch Heterogenous AI Inference Architecture https://sambanova.ai/press/sambanova-announces-collaboration-with-intel-on-ai-solution

Maine's Lawmakers Propose Data Center Moratorium https://www.wsj.com/us-news/maine-data-center-ban-e768fb18 Broadcom + Google + Anthropic Lock in Gigawatt-Scale TPU Capacity https://www.anthropic.com/news/google-broadcom-partnership-compute The Flip Is AGI Really Here — or Is This the Best Marketing in Tech History? FOR: https://www.businessinsider.com/anthropic-mythos-latest-ai-model-too-powerful-to-be-released-2026-4 https://www.youtube.com/watch?v=J6vYvk7R190 AGAINST: https://techcrunch.com/2026/04/07/anthropic-mythos-ai-model-preview-security/ Bulls and Bears Iran Ceasefire Triggers $1.5 Trillion Relief Rally https://fortune.com/2026/04/08/markets-sp-trump-truce-ceasefire-iran-war-rally-strait-of-hormuz/ https://www.cnbc.com/2026/03/30/stock-market-today-live-updates.html April 14 Semiconductor Tariff Deadline: The AI Supply Chain Moment of Truth https://www.whitehouse.gov/presidential-actions/2026/01/adjusting-imports-of-semiconductors-semiconductor-manufacturing-equipment-and-their-derivative-products-into-the-united-states/ https://www.z2data.com/insights/the-section-232-semiconductor-tariff-explained Samsung Q1 Guidance Signals Continued AI Memory Boom https://news.samsung.com/global/samsung-electronics-announces-earnings-guidance-for-first-quarter-2026

https://www.reuters.com/sustainability/sustainable-finance-reporting/samsung-flags-eight-fold-jump-q1-profit-ai-chip-demand-drives-up-prices-2026-04-06/

https://www.wsj.com/tech/samsung-forecasts-record-first-quarter-operating-profit-d85414ac

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OpenAI locks in the largest private funding round in history, Google disrupts memory economics with a major efficiency breakthrough, and NVIDIA continues to consolidate control over AI infrastructure. This week, Patrick Moorhead and Daniel Newman unpack the clear shift from model competition to full-stack execution.

🔹 OpenAI closes a record $122B funding round: AI is being reframed as global infrastructure, but the raise puts new scrutiny on capital efficiency, burn rate, and long-term sustainability (The Decode)

🔹 Google's TurboQuant breakthrough: A major memory compression advance shakes chip markets and reignites the debate: Does efficiency reduce chip demand, or accelerate total AI deployment? (The Decode)

🔹 Microsoft Copilot's multi-model orchestration: The hosts break down how their recent announcement shifts enterprise priority from model selection to real-time simultaneous multi-model coordination (The Decode) 🔹 NVIDIA & Marvell Partnership: NVIDIA continues extending its reach beyond compute into interconnect and the broader data center stack (The Decode)

🔹 IBM and Arm push heterogeneous compute forward: The two companies signal a move toward dual-architecture enterprise environments, accelerating the shift toward heterogeneous compute as the default AI infrastructure model (The Decode)

🔹Is Multi-Model AI the End of Vendor Lock-In? Or a New Kind of Complexity Trap? Multi-model AI promises flexibility and less dependence on a single vendor, but it may just shift lock-in up the stack. Pat & Dan tackle both sides of the question around whether orchestration platforms become the new gatekeepers (The Flip)

🔹 The Magnificent 7 posts its worst quarter since 2022: Pat & Dan reflect on this and raise broader questions about AI capex pressure, geopolitical risk, and valuation resets across big tech (Bulls and Bears)

🔹 Intel Fab 34 buyback: A signal of confidence in Intel's manufacturing roadmap and capital position (Bulls & Bears)

🔹 Salesforce authorizes $25B buyback: A major vote of confidence in enterprise software during a broader selloff (Bulls & Bears)

🔹 Cybersecurity insider buying: Palo Alto Networks' CEO purchase reinforces security as one of the most resilient spending categories in tech (Bulls & Bears)

The Decode

OpenAI closes a record $122B funding round https://www.bloomberg.com/news/articles/2026-03-31/openai-valued-at-852-billion-after-completing-122-billion-round https://letsdatascience.com/news/openai-secures-122-billion-funding-valued-852-billion-fbfb42b8 Google's TurboQuant breakthrough https://www.cnbc.com/2026/03/26/google-ai-turboquant-memory-chip-stocks-samsung-micron.html Microsoft Copilot's multi-model orchestration https://www.engadget.com/ai/microsofts-research-assistant-can-now-use-multiple-ai-models-simultaneously-154558628.html NVIDIA & Marvell Partnership https://nvidianews.nvidia.com/news/nvidia-ai-ecosystem-expands-as-marvell-joins-forces-through-nvlink-fusion IBM and Arm push heterogeneous compute forward https://seekingalpha.com/news/4571907-ibm-arm-partner-on-enterprise-computing https://x.com/PatrickMoorhead/status/2039752754373992838?s=20 The Flip Debate on Multimodal AI & Vendor Lock-in FOR: https://fortune.com/2026/03/31/microsoft-revamps-copilot-with-anthropic/ https://www.businesswire.com/news/home/20260331852760/en/Wing-Venture-Capital-Releases-Eighth-Annual-Enterprise-Tech-30-List-Marking-the-Year-AI-Agents-Moved-from-Demo-to-Production AGAINST: https://www.constellationr.com/insights/news/microsoft-365-copilots-researcher-agent-goes-multi-model Bulls and Bears Intel Fab 34 buyback https://www.bloomberg.com/news/articles/2026-04-01/intel-intc-to-pay-14-billion-to-buy-back-apollo-apo-stake-in-ireland-plant https://www.cnbc.com/2026/04/01/intel-stock-ireland-stake-chip-factory.html

Mag 7 Performance Slips https://articles.stockcharts.com/article/mag-7-malaise-what-big-tech-slide-means-for-sp500/

Salesforce authorizes $25B buyback http://markets.chroniclejournal.com/chroniclejournal/article/marketminute-2026-3-31-salesforce-insiders-signal-defiant-optimism-with-massive-share-purchases-amidst-saaspocalypse https://www.investing.com/news/stock-market-news/wednesdays-insider-activity-salesforce-director-buys-the-dip-93CH-4570718

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Arm moves closer to owning the silicon layer, OpenAI sharpens its enterprise strategy, and a wave of geopolitical and market pressures exposes what is really driving the AI race. Patrick Moorhead and Daniel Newman unpack how compute constraints, capital intensity, and supply chain risk are starting to dictate who can scale, who can compete, and who gets left behind as the industry shifts from experimentation to execution.

The handpicked topics for this week are:

Arm Unveils AGI CPU — First-Ever In-House Chip, Co-Developed with Meta: Arm steps into direct silicon production with its AGI CPU, raising questions about vertical integration, ecosystem neutrality, and how this move reshapes competition across the data center landscape (The Decode)
OpenAI Kills Sora and Doubles Down on Enterprise: OpenAI pivots away from experimental consumer products to focus on enterprise adoption, signaling a sharper push toward monetization and long-term business sustainability (The Decode)
Tesla, SpaceX, and xAI Introduce Terafab: A new manufacturing and compute initiative highlights the growing importance of vertically integrated infrastructure in scaling AI and advanced technologies (The Decode)
AI Data Center Moratorium Act: House senators introduced the AI Data Center Moratorium Act, proposing a federal pause on new AI data center construction until comprehensive regulations are established (The Decode)
RSAC 2026 Signals the Rise of Agentic AI Security: This year's conference underscores a shift toward securing autonomous systems, with agentic AI emerging as a new frontier in cybersecurity strategy (The Decode)
The Flip: Can Tesla Actually Build a Semiconductor Fab? Or Is Terafab a $10 Billion Fantasy? The debate centers on whether Tesla can successfully build its own semiconductor fabrication facility to produce custom AI chips for its autonomous vehicles and Optimus robot fleets (The Flip)
Intel & AMD CPU Shortage Causes Stock Surges, Along with Dell & HPE Gains: A global shortage of Intel and AMD CPUs sent both stocks surging on March 25 (Bulls and Bears)
Qualcomm Is Downgraded From Outperform to Market Perform: Bernstein downgraded Qualcomm on March 26 from Outperform to Market Perform, cutting the price target from $175 to $140 with the pointed note that "investors can buy actual AI winners instead" (Bulls and Bears)
NVIDIA Remains Rangebound Despite Strong Demand Signals: Even with continued demand for GPUs, market performance reflects uncertainty around valuation, supply, and future growth expectations (Bulls and Bears)

For a deeper dive into each topic, please click on the provided links. Subscribe to our YouTube Channel so you never miss an episode.

Disclaimer: The Six Five Pod is for information and entertainment purposes only. Over the course of this webcast, we may talk about companies that are publicly traded and reference share prices, but nothing discussed should be taken as investment advice. We are not investment advisors.

The Decode Arm Unveils AGI CPU — First-Ever In-House Chip, Co-Developed with Meta https://newsroom.arm.com/news/arm-agi-cpu-launch https://www.cnbc.com/2026/03/24/arm-launches-its-own-cpu-with-meta-as-first-customer.html https://www.reuters.com/business/arm-jumps-new-ai-chip-drive-billions-annual-revenue-2026-03-25/

https://x.com/PatrickMoorhead/status/2036426991650353243

https://x.com/danielnewmanUV/status/2036490290341748793

https://x.com/danielnewmanUV/status/2036544293616361841

https://x.com/PatrickMoorhead/status/2036537560059572518

https://x.com/PatrickMoorhead/status/2036537564304384282

https://x.com/PatrickMoorhead/status/2036537566485463459 OpenAI Kills Sora and Doubles Down on Enterprise https://x.com/PatrickMoorhead/status/2036564346419998767?s=20 https://www.nytimes.com/2026/03/24/technology/openai-shutting-down-sora.html

https://www.reuters.com/technology/openai-set-discontinue-sora-video-platform-app-wsj-reports-2026-03-24/

https://www.cnbc.com/2026/03/24/openai-shutters-short-form-video-app-sora-as-company-reels-in-costs.html Tesla, SpaceX, and xAI Introduce Terafab https://www.reuters.com/business/autos-transportation/musk-says-spacex-tesla-build-advanced-chip-factories-austin-2026-03-22/ https://www.datacenterdynamics.com/en/news/elon-musk-announces-terafab-20bn-factory-will-make-chips-for-spacex-orbital-data-centers-and-tesla-vehicles/ AI Data Center Moratorium Act https://apnews.com/article/data-centers-ai-electricity-sanders-aoc-65651bd28c3d911d18eeb46cd54f4c75 https://www.axios.com/2026/03/25/sanders-aoc-data-center-moratorium-bill https://www.wired.com/story/new-bernie-sanders-ai-safety-bill-would-halt-data-center-construction/ https://www.pbs.org/newshour/politics/ocasio-cortez-and-sanders-push-bill-to-impose-ai-data-center-moratorium https://www.sanders.senate.gov/press-releases/news-sanders-ocasio-cortez-announce-ai-data-center-moratorium-act/ https://www.washingtonpost.com/opinions/2026/03/25/bernie-sanders-artificial-intelligence-claude/ RSAC 2026 Signals the Rise of Agentic AI Security https://x.com/PatrickMoorhead/status/2036028385856512294

https://www.crn.com/news/security/2026/10-hot-new-cybersecurity-tools-announced-at-rsac-2026

https://newsroom.cisco.com/c/r/newsroom/en/us/a/y2026/m03/cisco-reimagines-security-for-the-agentic-workforce.html

https://www.prnewswire.com/news-releases/35th-annual-rsac-conference-opens-flagship-event-in-san-francisco-on-monday-302721594.html The Flip Can Tesla Actually Build a Semiconductor Fab? Or Is Terafab a $10 Billion Fantasy? https://evwire.com/p/tesla-terafab-is-difficult-but-probably-not-rocket-science-says-elon-musk https://www.cbsnews.com/news/terafab-elon-musk-chips-semiconductors-what-to-know/ https://www.linkedin.com/pulse/i-wrong-musk-chip-design-im-skeptical-manufacturing-patrick-moorhead-8ckve https://x.com/PatrickMoorhead/status/2035729688098656427

https://electrek.co/2026/03/22/tesla-spacex-terafab-chip-factory-ai-desperation/

https://www.foxbusiness.com/technology/musk-says-tesla-spacex-build-advanced-chip-manufacturing-facility Bulls and Bears Intel & AMD CPU Shortage Causes Stock Surges, Along with Dell & HPE Gains https://asia.nikkei.com/business/tech/semiconductors/supply-crunch-in-intel-amd-cpus-deal-fresh-blow-to-pc-and-server-makers

https://www.investopedia.com/amd-and-intel-are-leading-a-chip-stock-rally-wednesday-here-is-why-intc-11934148

https://www.tomshardware.com/pc-components/cpus/pc-makers-face-shortages-of-intel-and-amd-cpus-that-stretch-up-to-six-months-lead-time-for-orders-jumps-from-just-two-weeks-in-the-face-of-ai-demand

https://www.benzinga.com/markets/tech/26/03/51458770/chip-shortage-2026-why-cpus-from-intel-and-amd-are-getting-harder-to-find

https://x.com/danielnewmanUV/status/2036779062740525380 https://www.fxleaders.com/news/2026/03/25/dell-technologies-hits-all-time-high-above-178-as-ai-server-demand-fuels-record-rally/

http://markets.chroniclejournal.com/chroniclejournal/article/marketminute-2026-3-25-the-ai-factory-architect-dell-technologies-solidifies-dominance-as-hardware-infrastructure-becomes-the-new-gold https://247wallst.com/investing/2026/03/16/record-ai-orders-pushed-dell-to-a-33-4-billion-quarter-and-wall-street-still-has-doubts/

https://www.marketwatch.com/data-news/hewlett-packard-enterprise-co-stock-outperforms-competitors-on-strong-trading-day-1cde62cf-7e48d1fb4647 https://www.marketbeat.com/instant-alerts/hewlett-packard-enterprise-nysehpe-trading-up-92-whats-next-2026-03-25/

https://www.morningstar.com/news/marketwatch/20260325221/super-micro-dell-and-hpe-have-been-red-hot-stocks-this-week-whats-behind-the-big-moves

https://www.investing.com/news/analyst-ratings/evercore-isi-raises-hp-enterprise-stock-price-target-on-ai-demand-93CH-4581751

http://markets.chroniclejournal.com/chroniclejournal/article/finterra-2026-3-25-the-networking-transformation-a-deep-dive-into-hewlett-packard-enterprise-hpe-in-2026 Qualcomm Is Downgraded From Outperform to Market Perform https://investing.com/news/stock-market-news/bernstein-downgrades-qualcomm-says-investors-can-buy-actual-ai-winners-4582017

https://intellectia.ai/news/stock/qualcomm-faces-2026-challenges-amid-20-billion-buyback NVIDIA Remains Rangebound Despite Strong Demand Signals https://www.thestreet.com/investing/stocks/goldman-sachs-sends-blunt-message-on-nvidia-stock-after-gtc

https://247wallst.com/investing/2026/03/24/nvidias-gtc-developments-were-far-bigger-than-the-market-realizes/

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AI is becoming a scale and control business. On Episode 297 of The Six Five Pod, Patrick Moorhead and Daniel Newman examine the companies building the infrastructure, forming the alliances, and making the moves that will define who wins and who gets squeezed out. Control is shifting across compute, models, infrastructure, and enterprise distribution as NVIDIA, Microsoft, OpenAI, Meta, and others push to control the next phase of the AI market.

The handpicked topics for this week are:

NVIDIA's Full-Stack Push Gets Bigger: Following the GTC conference in San Jose, Pat and Dan break down how NVIDIA continues expanding beyond GPUs with Vera CPU, Dynamo, and a broader agentic AI stack designed to unify training, inference, orchestration, and enterprise-grade security.
Microsoft, OpenAI, and Amazon Enter a New Phase of Tension: With Microsoft reportedly weighing legal action over OpenAI's growing AWS relationship, the discussion turns to exclusivity, multi-cloud strategy, and what happens when one of AI's most important alliances starts to crack.
China, Compute, and the Geopolitics of AI Access: The hosts examine NVIDIA's reported H200 restart for China and what it says about export controls, policy pressure, and the global fight over advanced AI compute.
Meta's $27B Infrastructure Agreement Signals the Real Race: Meta's latest infrastructure deal reinforces a central point of this episode, demand for AI capacity is still outrunning supply, and hyperscalers are moving aggressively to lock in long-term compute.
OpenAI's Enterprise Push Raises Bigger Business Model Questions: As OpenAI leans harder into enterprise and eyes an eventual IPO, Pat and Dan unpack what this pivot says about monetization pressure, competitive positioning, and the need to prove a durable AI business model.
The GPU Smuggling Story Shows How Valuable AI Hardware Has Become: A major smuggling case involving NVIDIA hardware spotlights the black market for AI chips and the growing intersection of compute, national security, and enforcement.
The Flip: Did NVIDIA Just Change the Inference Market Again? This week's debate centers on whether NVIDIA's $20bn Groq Technology deal kills the standalone inference chip market, or whether it actually validates the market by proving just how strategically important specialized inference has become.
The Fed, Micron, and Accenture Reflect a More Complicated Market: In Bulls and Bears, the hosts cover the Fed's latest decision, Micron's AI-driven momentum, and why Accenture's results still ran into skepticism despite strong execution.
Meta's Workforce Cuts and AI Spend Reflect the New Corporate Tradeoff: The episode closes on the growing tension between rising AI investment and labor efficiency, as companies look for ways to fund massive infrastructure and token budgets while restructuring headcount.

For a deeper dive into each topic, please click on the provided links. Subscribe to our YouTube Channel so you never miss an episode.

The Decode

NVIDIA GTC 2026: Vera Rubin Platform, Groq LPU Integration & $1T Demand Vision

https://www.cnbc.com/2026/03/16/nvidia-gtc-2026-ceo-jensen-huang-keynote-blackwell-vera-rubin.html

https://investor.nvidia.com/news/press-release-details/2026/NVIDIA-Vera-Rubin-Opens-Agentic-AI-Frontier/default.aspx

https://x.com/PatrickMoorhead/status/2033662536227393952

https://x.com/danielnewmanUV/status/2033649511592284352

The Groq 3 LPU: NVIDIA's $20B Bet on Inference Economics

https://www.cnbc.com/2026/03/13/a-closer-look-at-nvidias-20-billion-bet-on-tech-for-a-new-ai-chip.html

https://www.tomshardware.com/tech-industry/semiconductors/nvidias-20-billion-groq-deal-produces-its-first-chip

https://www.servethehome.com/decoding-the-future-of-inference-at-nvidia-groq-lpus-join-vera-rubin-platform-for-low-latency-inference/

https://developer.nvidia.com/blog/inside-nvidia-groq-3-lpx-the-low-latency-inference-accelerator-for-the-nvidia-vera-rubin-platform/

https://www.jonpeddie.com/news/nvidias-groq-tie-in/

Microsoft Threatens to Sue OpenAI Over $50B Amazon AWS Frontier Deal https://www.reuters.com/technology/microsoft-weighs-legal-action-over-50-billion-amazon-openai-cloud-deal-ft-2026-03-18/ NVIDIA Restarting H200 Chip Production for China https://www.axios.com/2026/03/17/nvidia-huang-china-h200 https://x.com/danielnewmanUV/status/1999974968143257945 Meta & Nebius Sign $27B AI Infrastructure Agreement — Largest AI Compute Deal

https://nebius.com/newsroom/nebius-signs-new-ai-infrastructure-agreement-with-meta https://x.com/danielnewmanUV/status/2033531056784347240 https://x.com/PatrickMoorhead/status/2033543939526193491 OpenAI Enterprise Pivot + Q4 2026 IPO Target https://www.reuters.com/business/openai-lays-groundwork-juggernaut-ipo-up-1-trillion-valuation-2025-10-29/ https://www.forbes.com/sites/josipamajic/2026/03/19/openais-pivot-to-enterprise-is-likely-a-race-against-anthropic-and-the-ipo-clock/

Supermicro's Legal Troubles https://fortune.com/2026/03/19/supermicro-arrested-founder-smuggling-gpu-china/ https://www.bbc.com/news/articles/cy41ly2d9wko The Flip: Did NVIDIA Just Kill the Inference Chip Startup Market with the Groq Acquisition?

FOR: NVIDIA Killed It — The Inference Startup Market Is Over

https://www.cnbc.com/2026/03/13/a-closer-look-at-nvidias-20-billion-bet-on-tech-for-a-new-ai-chip.html https://www.jonpeddie.com/news/nvidias-groq-tie-in/ AGAINST: Startups Survive — Hyperscalers Won't Deepen NVIDIA Dependency https://www.reuters.com/business/retail-consumer/cerebras-systems-amazon-strike-deal-offer-cerebras-ai-chips-amazons-cloud-2026-03-13/ https://www.tomshardware.com/pc-components/gpus/nvidia-removes-rubin-cpx-accelerators-from-its-roadmap-groq-3-lpus-take-center-stage-as-cpx-is-removed Bulls & Bears Market Reactions to Economic News https://uk.finance.yahoo.com/news/stock-market-today-dow-sinks-750-points-sp-500-nasdaq-slide-after-fed-decision-as-powell-touts-inflation-worries-200050703.html https://www.kiplinger.com/investing/live/march-fed-meeting-2026-live-updates-and-commentary https://www.investopedia.com/stock-market-today-dow-jones-s-and-p-500-03182026-11928689 $MU Micron Technology — Revenue Almost Triples, Tops Estimates https://www.cnbc.com/2026/03/18/micron-mu-q2-earnings-report-2026.html https://x.com/PatrickMoorhead/status/2034390648519024820 https://x.com/danielnewmanUV/status/2034378642613235921 $ACN Accenture — Q2 FY2026 Earnings Beat, Stock Drops ~5% on Guidance https://www.investing.com/news/earnings/accenture-falls-despite-q2-beat-as-earnings-guidance-disappoints-4570221 https://www.zacks.com/stock/news/2886706/accenture-earnings-beat-estimates-in-q2-revenues-increase-yy https://www.investing.com/news/transcripts/earnings-call-transcript-accenture-q2-2026-beats-forecasts-but-stock-dips-93CH-4570789 https://x.com/PatrickMoorhead/status/2033348794348142595

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AI is reshaping how software gets built, how infrastructure gets deployed, and how platforms compete for relevance. On Episode 296, Patrick Moorhead and Daniel Newman break down GTC expectations, Microsoft's Anthropic-powered Copilot shift, Adobe's leadership transition, Apple's AI strategy, and the infrastructure debates shaping the next phase of enterprise AI.

The handpicked topics for this week are:

GTC and the Shift to Heterogeneous Compute: NVIDIA heads into GTC with growing pressure to articulate a broader heterogeneous compute strategy. Pat & Dan discuss CPUs, GPUs, inference accelerators, and how future AI workloads will increasingly span training, pre-fill, decode, and agentic workflows.
Why the CPU Is Back in the AI Conversation: As agentic AI expands, CPU demand is moving back into focus. The hosts discuss why CPU-to-GPU ratios are tightening, why this matters for infrastructure planning, and how AI compute is becoming more diversified.
Microsoft's Anthropic-Powered Copilot Shift: Microsoft is leaning harder into model optionality by integrating Anthropic into Copilot workflows. The bigger takeaway is not model preference alone, but Microsoft's distribution advantage, governance layer, and ability to bundle AI functionality directly into the enterprise productivity stack.
The Semantic Layer and the Future of Enterprise Software: Rather than replacing core enterprise systems overnight, AI is increasingly being layered on top of existing platforms. The discussion highlights how enterprise software may evolve through AI wrappers, orchestration, and semantic interfaces rather than a complete replacement.
Adobe's CEO Transition and the AI Narrative Gap: Adobe posted strong numbers, but investor skepticism remains. The conversation centers on whether Adobe failed to clearly articulate its AI upside, whether the market simply remains unconvinced, and why leadership change may reflect the need for a different kind of AI-era storytelling.
Grid Underutilization and the Energy Debate: Google, Tesla, and others are backing a lobbying effort focused on grid underutilization. The hosts unpack why this matters for hyperscalers, data center growth, and the broader push to use energy infrastructure more intelligently before simply adding more capacity.
The Flip: Has Apple Found a Way to Win Without Massive AI CapEx? In this week's debate, Patrick argues Apple may have found a differentiated path by focusing on device-level inference, silicon efficiency, and distribution across its installed base. Daniel pushes back, arguing that if intelligence becomes platform agnostic, Apple risks becoming just another hardware endpoint with a limited moat at the AI layer.
HPE's Networking-Led Enterprise AI Positioning: HPE's results reinforced the strategic value of networking as a differentiation layer. The Juniper acquisition, enterprise focus, and higher-margin infrastructure strategy continue to distinguish HPE from peers chasing hyperscale AI server volumes.
Oracle's OCI Momentum and the Fungibility of Compute: Oracle delivered the "show me" quarter investors wanted, driven by OCI growth and backlog expansion. The hosts argue that if Oracle builds the capacity, the compute will get used, regardless of which model provider ultimately occupies it.
Adobe, TSMC, and ASML as Signals of the Next AI Buildout: From Adobe's forward-looking market pressure to TSMC's continued growth and ASML's move into advanced packaging, the conversation closes on what these indicators say about demand durability, capital discipline, and the future of semiconductor infrastructure.

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The Decode

Nvidia Expands AI Infrastructure Ecosystem https://www.cnbc.com/2026/03/09/nscale-ai-data-center-nvidia-raise.html https://x.com/PatrickMoorhead/status/2031039275861455314?s=20 NVIDIA and Thinking Machines Lab Announce Long-Term Gigawatt-Scale Strategic Partnership https://blogs.nvidia.com/blog/nvidia-thinking-machines-lab/ https://techcrunch.com/2026/03/10/thinking-machines-lab-inks-massive-compute-deal-with-nvidia/ Microsoft 365 Copilot Wave 3 – Turning Copilot from add-on into stack strategy https://x.com/PatrickMoorhead/status/2031072488059449701 https://x.com/danielnewmanUV/status/2031016955549716542 Microsoft CEO Satya Nadella praises outgoing Adobe CEO Shantanu Narayen's 'legendary run' at digital media company https://economictimes.indiatimes.com/tech/technology/microsoft-ceo-satya-nadella-praises-outgoing-adobe-ceo-shantanu-narayens-legendary-run-at-digital-media-company/articleshow/129541308.cms Google, Tesla, and data center developer Verrus are among a group of companies arguing that the electrical grid is being underutilized https://techcrunch.com/2026/03/10/google-and-tesla-think-were-managing-the-electrical-grid-all-wrong/ The Flip: Has Apple Found a Way to Win Without Massive AI CapEx? Perplexity Computer to Run on Mac Desktop Computers & iOS https://x.com/danielnewmanUV/status/2031841884822229340?s=20

https://x.com/PatrickMoorhead/status/2031825606313119750?s=20 https://x.com/PatrickMoorhead/status/2032276716786221113?s=20 Bulls & Bears

HPE Q1 Earnings

https://www.hpe.com/us/en/newsroom/press-release/2026/03/hpe-reports-fiscal-2026-first-quarter-results.html

https://x.com/danielnewmanUV/status/2031132577256403050?s=20

https://x.com/PatrickMoorhead/status/2031109683717747160

Oracle Q3 Earnings

https://finance.yahoo.com/news/oracle-stock-rockets-higher-on-q3-earnings-beat-2027-revenue-outlook-201151427.html

https://x.com/PatrickMoorhead/status/2031502202766766104

https://x.com/danielnewmanUV/status/2031518677242147087

TSMC Earnings (Jan-Feb revenue rose 30%)

https://pr.tsmc.com/english/news/3290

https://seekingalpha.com/news/4562561-tsmc-jan-feb-revenue-rises-30-amid-strong-global-ai-demand

Adobe Q1 Earnings

https://www.businesswire.com/news/home/20260312749997/en/Adobe-Delivers-Record-Q1-Results

https://news.adobe.com/news/2026/03/adobe-q1fy26-financial-results

UiPath Earnings

https://www.investing.com/news/earnings/uipath-forecasts-full-year-revenue-above-expectations-stock-seesaws-after-hours-4555553

https://ir.uipath.com/news/detail/431/uipath-reports-fourth-quarter-and-full-year-fiscal-2026-financial-results

Rubrik Earnings

https://www.investors.com/news/technology/rubrik-stock-rbrk-rubrik-earnings-q42025/

https://ir.rubrik.com/financials/quarterly-results/default.aspx

SentinelOne Earnings

https://www.investors.com/news/technology/sentinelone-stock-s-sentinelone-earnngs-news-q42025/

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AI development is getting easier, but building production-ready systems remains a challenge. From vibe coding experiments at Mobile World Congress to shifts in AI silicon, networking infrastructure, and the evolving app economy, Patrick Moorhead & Daniel Newman explore what's actually changing inside enterprise technology on this episode of The Six Five Pod.

The handpicked topics for this week are:

MWC Recap and the Rise of "Vibe Coding": Experiments at Mobile World Congress highlighted how AI interfaces are lowering the barrier to building applications. Tools like Perplexity Computer enabled rapid prototyping of workforce tools, content systems, and market-modeling apps. While experimentation is easier than ever, production-grade systems still require security, accuracy, and operational discipline.
The Collapse of Traditional Development Gatekeeping: AI-driven interfaces are reshaping who can build software. Users without deep engineering backgrounds can now quickly generate functional applications. Pat & Dan explore how this shift could dramatically increase the volume of software development while changing the role of traditional developers.
AI Infrastructure and the Silicon Arms Race: AI infrastructure continues to evolve as companies compete to deliver efficient compute and networking at scale. Qualcomm is entering rack-scale inference with LPDDR-based architectures designed for efficiency, while Nvidia is investing heavily in optical networking through companies like Lumentum and Coherent to address power and scaling constraints.
Intel's Push to Stay Competitive in Enterprise AI: Intel continues advancing its enterprise and carrier roadmap with technologies like Xeon 6 and the 18A process. While the company faces pressure in hyperscaler markets, it remains focused on maintaining relevance in enterprise and telecom infrastructure deployments.
Apple's AI Infrastructure Challenge: Reports suggest Apple is evaluating Google Cloud to support infrastructure for future Siri capabilities. The hosts highlight the company's ongoing challenges with internal AI infrastructure development and the broader competition for AI talent.
The Flip: Is AI Ending the App Economy? The weekly Flip debate takes on vibe coding. Will AI-driven development lead to an explosion of applications that disrupts traditional SaaS monetization models? Or will this shift simply upgrade the app economy with simple tools, while durable SaaS businesses focus on unique data, strong governance, and trusted platforms.
AI Capex Continues to Drive Semiconductor Growth: Broadcom and Marvell continue benefiting from the rapid expansion of AI infrastructure. Demand for networking, connectivity, and high-performance silicon reflects the ongoing global buildout of AI compute capacity.
Cybersecurity and AI Disruption Questions: CrowdStrike delivered strong financial results but faced investor questions about how AI could reshape the cybersecurity landscape. The discussion highlights how AI will both disrupt and reinforce security platforms.
Capex Pressure and AI Investment Cycles: Amazon faced stock pressure related to the scale of its infrastructure investment, yet its Trainium chip strategy and expanding partnerships, including work with OpenAI, reinforce its long-term AI ambitions.

For a deeper dive into each topic, please click on the links below. Subscribe to our channel so you never miss an episode.

The Decode NVIDIA moves aggressively into optical networking supply chain https://www.cnbc.com/2026/03/02/nvidia-investment-coherent-lumentum.html Qualcomm enters rack-scale AI inference race https://www.qualcomm.com/news/onq/2026/03/ai-inference-that-scales-qualcomm-ai200-infrastructure-management-suite Intel's Xeon 6+ "Clearwater Forest" signals 18A moment

https://x.com/PatrickMoorhead/status/2028751486587486675?s=20 Apple reportedly evaluating Google Cloud for next-gen Siri https://www.nasdaq.com/articles/apple-explores-deepening-google-partnership-next-gen-siri Perplexity Computer sparks new "AI operating system" narrative https://www.perplexity.ai/hub/blog/introducing-perplexity-computer

https://x.com/PatrickMoorhead/status/2028089608559378846?s=20 Stripe's Billing for AI Startups https://techcrunch.com/2026/03/02/stripe-wants-to-turn-your-ai-costs-into-a-profit-center/ Bulls & Bears Broadcom earnings watch — custom AI silicon boom

https://www.cnbc.com/2026/03/04/broadcom-avgo-q1-earnings-report-2026.html

CrowdStrike Q4 earnings

https://ts2.tech/en/crowdstrike-stock-holds-steady-after-upbeat-2027-forecast-as-wall-street-sizes-up-arr/

ServiceNow CEO buys $3M of stock

https://www.barrons.com/articles/servicenow-ceo-buy-stock-execs-cancel-sales-be8c597f?gaa

Amazon's Extreme AI Spending Sends Stock to Worst Month in Years

https://finance.yahoo.com/news/amazon-extreme-ai-spending-sends-123002260.html

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AI funding rounds are getting bigger. Infrastructure bets are getting steeper. And the SaaS model is back under pressure. On episode 294 of The Six Five Pod, Patrick Moorhead and Daniel Newman break down the $110B OpenAI raise, Amazon's expanded role, AMD's $100B Meta deal, sovereign cloud momentum, and whether or not the SaaS premium is being permanently eroded.

The handpicked topics for this week are:

OpenAI's $110B Funding Round & Amazon's $50B Commitment: OpenAI secured a $110B round backed by Amazon, NVIDIA, and SoftBank. Amazon committed $50B over eight years, including Tranium capacity, co-development, Bedrock integration, and custom model initiatives. Microsoft remains the exclusive API cloud provider, but the competitive cloud dynamics are shifting.
Anthropic, the Pentagon & the AI Safety Line: Anthropic risks a $200M DoD contract over refusing to drop safety restrictions related to mass surveillance and automated weapons. Pat and Dan explore the ethics and competitive positioning of this, and what happens if another lab steps in.
Model Distillation & IP Risk: Anthropic cited 24,000 fraudulent accounts generating 16 million interactions to distill model capabilities. The episode examines IP theft, enforcement gaps, and global competition.
DeepSeek & NVIDIA Blackwell Reports: Recent reports suggest DeepSeek leveraged NVIDIA Blackwell chips. The hosts discuss export controls, enforcement realities, and whether this was ever realistically in doubt.
Microsoft Sovereign Cloud Goes GA: Microsoft introduced full-stack Azure sovereign cloud capabilities with support for disconnected operations. Sovereignty, regulatory compliance, and latency management are becoming core enterprise and government requirements.
AMD's $100B Meta AI Infrastructure Deal: AMD secured a massive multi-gigawatt inference-focused deal with Meta using MI450. The discussion centers on competitive dynamics with NVIDIA, scale-up architecture, and whether AMD can materially shift market share.
Intel & SambaNova Alignment: Intel Capital invested in SambaNova's Series E. The hosts examine inference strategy, CPU resurgence, and how Intel rounds out its AI positioning while advancing its GPU roadmap.
The Flip: Is SaaS Permanently Repriced? Are enterprise SaaS multiples structurally resetting due to AI agents and consumption models, or is the market misreading enterprise AI adoption speed? Nuance emerges around consolidation, consumption pricing, and the durability of complex enterprise platforms.

Bulls & Bears: NVIDIA, Salesforce, Synopsys, Dell, Snowflake, IBM, Everpure, HP Strong earnings across several big tech companies met with mixed market reactions. Terminal value concerns, consumption transitions, stock-based compensation, and memory constraints shape sentiment more than raw performance.

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AI momentum is accelerating, but real-world constraints are tightening. From hyperscaler infrastructure lock-ins and sovereign AI expansion to RAM shortages and enterprise AI pivots, Ep. 293 examines what truly determines leadership in the next phase of AI.

The handpicked topics for this week are:

Meta & NVIDIA's Long-Term AI Infrastructure Partnership: Meta confirmed a deep infrastructure expansion across NVIDIA Blackwell and Rubin GPUs, Grace CPUs, and advanced networking. Pat & Dan discuss hyperscaler AI factories, overflow capacity strategies, and long-term compute commitments.
Microsoft's Global South and Sovereign AI Expansion: As Microsoft continues major investment across India and emerging markets, the hosts explore sovereign cloud strategy, geopolitical positioning, and how global AI infrastructure buildouts shape long-term competitiveness.
California AI Oversight and Regulatory Fragmentation Risk: State-level AI oversight initiatives raise concerns about a patchwork regulatory environment that could slow U.S. innovation relative to centralized global competitors.
The HBM Memory Crunch and Long-Term Supply Constraints: High-Bandwidth Memory shortages continue to shape AI deployment timelines. Relief may not arrive until late this decade, with downstream impacts on data centers, PCs, and consumer devices.
Infosys & Anthropic GSI Pivot to Enterprise AI Agents: Infosys partners with Anthropic to accelerate enterprise AI agent deployment. Hosts examine whether global systems integrators can pivot fast enough in an agent-driven economy.
The Flip – Models vs Infrastructure Leadership: Is AI dominance determined by model quality or infrastructure scale? Pat & Dan debate whether gigawatts or algorithmic efficiency define long-term advantage.
Bulls & Bears – Cyber, Power, EDA, SaaS & AI Infrastructure Plays: Earnings and market signals across Palo Alto Networks, Analog Devices, Cadence, ServiceNow, Dell, and Marvell highlight how execution, supply chains, and capital discipline matter in this cycle.

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AI investment is accelerating at historic levels, but so are the questions. From trillion-dollar semiconductor forecasts and 100-year bonds to the debate over AI's impact on jobs, Ep. 292 explores whether we are witnessing a sustainable transformation or a systemic shock.

The handpicked topics for this week are:

$650B+ AI CapEx Surge and the Bubble Debate: Hyperscalers are dramatically increasing infrastructure investment, raising questions about near-term returns versus long-term survival. Is this a bubble, or is it the cost of staying relevant in the AI era?
Anthropic's Valuation, AI Acceleration, and Regulatory Pressure: Private market enthusiasm continues as Anthropic's valuation climbs and CEO Dario Amodei sounds alarms about AI's pace and societal readiness. At the same time, regulatory funding and lobbying activity intensify.
AI and Job Displacement: The "All At Once" Flip Debate: A viral essay argues AI could upend white-collar work within years. The hosts debate whether integration, friction and regulatory industries will slow disruption, or whether society is underestimating the speed of change.
The SaaS Rerating and Software Model Reset: With AI agents building workflows and coding environments evolving rapidly, markets are reassessing SaaS multiples. Is this a temporary repricing or a permanent structural shift?
AI Infrastructure Financing: Alphabet's 100-Year Bond: The company's $31B debt raise, including a century bond tranche, signals long-term conviction in its infrastructure build-out. Demand has reportedly exceeded supply by multiples.
Semiconductor Expansion and the Trillion-Dollar Forecast: Applied Materials highlights accelerating semi-cap demand, reinforcing projections that semiconductor spending could approach $1 trillion faster than previously expected.
Energy and Data Center Constraints: As compute scales, power becomes the gating factor. Energy-linked data center plays are emerging as strategic infrastructure enablers.

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The Six Five Pod is back with Episode 291. Daniel Newman and Patrick Moorhead are fresh off trips to Davos and Abu Dhabi, where they've explored the full AI stack up close (models, infrastructure, healthcare/genomics). This episode dives into what really matters right now in the markets and tech. From Microsoft's Maia 200 inference push, to NVIDIA's $2B CoreWeave bet, OpenAI's Codex closing the coding gap, the "SaaSpocalypse" panic, Cisco's AI Summit, and a no-BS debate on whether AI agents are actually enterprise-ready.

The handpicked topics for this week are: 1. Inside Abu Dhabi's Full-Stack AI Play: From universities to healthcare to hyperscale infrastructure — Pat shares a firsthand perspective on how the UAE is quietly building an end-to-end AI ecosystem. 2. Optics, Cooling, and the Hidden AI Infrastructure Layer: Why companies like Coherent matter as much as GPUs — and how photonics, co-packaged optics, and rack-level cooling are becoming critical to scaling AI factories. 3. Inference Takes Center Stage: Microsoft's Maia 200 shows real progress — and why hyperscalers are building custom silicon to boost capacity, economics, and control. 4. NVIDIA's $2B CoreWeave Bet Circular finance or strategic genius? We unpack what NVIDIA's latest investment signals about AI factories, cloud capacity, and long-term infrastructure buildout. 5. Codex vs. Claude: The Coding Wars Heat Up: OpenAI closes the gap fast — and developers start hopping between tools as AI coding becomes a moving target. 6. The "SaaSpocalypse" Narrative: Is software really dead? We separate market panic from reality — and explain why SaaS won't disappear, but will never be valued the same again. 7. Cisco's AI Summit Reality Check: From hype to execution: what stood out from Cisco's AI Summit and why networking, security, and enterprise integration matter more than demos. 8. Are AI Agents Enterprise-Ready? The Flip Debates: real-world workflows vs. reliability, governance, and security — where agents work today, and where they still fall short.

Big Tech Earnings Whiplash: AWS, Google, Microsoft, Meta, NVIDIA, AMD, Palantir, and Coherent — massive CapEx, cloud acceleration, and what Wall Street is getting wrong about AI ROI.

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Welcome to a very special edition of the Six Five Podcast! In this milestone episode, hosts Patrick Moorhead and Daniel Newman come together live in studio to celebrate hitting 100,000 YouTube subscribers. The duo takes a moment to reflect on the journey so far, their ever-growing community, and the audience of VCs, tech investors, and enterprise leaders who tune in each week. But it's not just about commemorating the past—our hosts dive right into the latest headlines shaping the tech industry, unpacking Apple's ongoing AI challenges and the strategy behind its latest collaboration with Google's Gemini. They break down OpenAI's $10 billion deal with Cerebras, and the explosive race to build out global data centers and energy capacity. Plus, a debate on what custom silicon means for the future of AI, Meta's recent layoffs at Reality Labs, TSMC's strong quarterly earnings, and they share predictions for enterprise AI in 2026.

The handpicked topics for this week are: 1. Celebrating 100K Subscribers: Hosts open the special episode, celebrating 100,000 YouTube subscribers, thanking the audience and introducing the YouTube Creator Award. A montage of show highlights, including funny moments, diverse locations, shirtless episodes, and memorable guest appearances. 2. Apple, Google, and the AI Race: Pat and Dan transition into news analysis: Apple's AI strategy, Gemini integration, CapEx, and the broader implications for device form factors 3. AI Chip Wars: OpenAI, Cerberus, Nvidia & Heterogeneous Computing: Hosts discuss major AI chip deals, the future of custom vs. merchant silicon, and why heterogeneous compute architectures matter. 4. Data Center Boom, Energy Constraints & U.S. vs. China: Exploring the exponential growth in data centers, energy supply/regulatory bottlenecks, and the U.S.-China competition on infrastructure. 5. Meta Layoffs, Wearables, and Future of XR: Meta's Reality Labs layoffs and what it signals for the Metaverse, AI wearables, and the XR industry shift toward AI-powered augmentation. 6. China/PRC: Nvidia H200 Ban & Tech Sovereignty Rumors: Analysis on China's restrictions on Nvidia H200 chips, sovereign innovation, and the "cat and mouse" of supply chains and government posturing. 7. The Flip - Live Debate Custom vs. Merchant Silicon, Google, Apple: A special, in-person, rapid-fire debate segment with spicy Texas sausage and coin flips: custom silicon's rise, Google TPUs, Apple's semiconductor strategy. 8. TSMC Earnings, AI Ecosystem, & Chip Market Trends: Macro discussion on TSMC's results, CapEx, implications for Nvidia, AMD, Apple, Intel, and the ongoing AI-led semiconductor boom. 9. Infosys, GSIs, and the AI Implementation Curve: Hosts trade insights on Infosys' strong quarter, what it means for enterprise digital transformation, and the role of GSIs as AI reshapes services. 10. 2026 Tech Predictions: Dan and Pat share predictions for enterprise AI, ROI, key AI milestones, and potential for AI-driven layoffs.

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Patrick Moorhead and Daniel Newman explore how infrastructure constraints, capital dynamics, software consumption shifts, and regulatory friction are increasingly determining who can scale intelligent systems, featuring an exclusive "Off The Record" conversation with Martin Casado, GM of the Infrastructure fund at a16z (Andreessen Horowitz). Follow the hosts:

https://x.com/PatrickMoorhead

https://x.com/danielnewmanUV

Follow the guest:

https://x.com/martin_casado

Follow on X:

https://x.com/sixfivemedia

Follow on LinkedIn:

https://www.linkedin.com/company/thesixfive/

THE DECODE Enterprise AI moves from pilots to production https://siliconangle.com/2025/12/17/enterprise-ai-hpe-tackles-execution-problem-hpeaimomentum/ SiliconANGLE

AI memory and infrastructure supply pressures https://www.reuters.com/world/china/ai-frenzy-is-driving-new-global-supply-chain-crisis-2025-12-03/ Reuters

Data center stocks and power bottlenecks in focus https://ts2.tech/en/data-center-stocks-week-ahead-dec-22-26-2025-ai-mega-deals-power-bottlenecks-and-export-control-risk-in-focus/ TechStock²

AI capex boom meets power-grid bottlenecks https://ts2.tech/en/data-center-stocks-ai-capex-boom-meets-power-grid-bottlenecks-todays-news-and-2026-outlook-dec-20-2025/ TechStock²

Tech executives share AI infrastructure insights https://siliconangle.com/2025/12/19/top-tech-executives-share-ai-insights-thecube/ SiliconANGLE

AMD positions for massive compute growth in AI era https://www.techradar.com/pro/amd-ceo-welcomes-us-to-the-yottascale-era-lisa-su-says-ai-will-need-yottaflops-of-compute-power-soon TechRadar

THE FLIP China's power availability could redefine AI compute leadership https://www.businessinsider.com/elon-musk-china-ai-compute-exceed-electricity-power-2026-1 Business Insider

Data center geography and sustainability challenges https://theweek.com/tech/data-center-locations-climate-water-energy-ai The Week

BULLS & BEARS AI stock momentum, Nvidia, Micron, and data-center arms race https://ts2.tech/en/ai-stocks-today-dec-26-2025-nvidias-groq-deal-chinas-hard-tech-push-and-the-global-data-center-arms-race/ TechStock²

Cloud computing stocks outlook with AI demand https://ts2.tech/en/cloud-computing-stocks-outlook-dec-20-2025-ai-data-center-boom-powers-microsoft-amazon-alphabet-and-tests-oracle TechStock²

AI infrastructure rebound amid memory demand and costs https://ts2.tech/en/data-center-stocks-today-micron-ignites-an-ai-infrastructure-rebound-as-oracle-funding-questions-and-power-grid-costs-loom-dec-18-2025/ TechStock²

Cisco networking and AI infrastructure tailwinds https://ts2.tech/en/cisco-systems-csco-news-on-dec-25-2025-ai-networking-tailwinds-fy2026-forecasts-and-a-critical-email-security-zero-day/

For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.

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On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the latest tech news stories that made headlines. This week's handpicked topics include: THE DECODE

Big Funding Headline: OpenAI's reported mega-round and valuation https://www.reuters.com/technology/openai-discussed-raising-tens-billions-valuation-about-750-billion-information-2025-12-18/

https://x.com/danielnewmanUV/status/2001366643436315110

https://x.com/danielnewmanUV/status/2001362761247527174

https://x.com/PatrickMoorhead/status/2001267663490646200

https://techcrunch.com/2025/12/17/amazon-reportedly-in-talks-to-invest-10b-in-openai-as-circular-deals-stay-popular/

AWS "Circular deal" / Corporate venture logic

AI build-out constraints https://www.theverge.com/news/846696/electricity-cost-ai-data-center-democrat-investigation https://www.axios.com/2025/12/17/democrats-data-centers-ai-fight

https://www.politico.com/news/2025/12/12/arizona-city-rejects-data-center-after-ai-lobbying-push-00688543

Marvell Industry Analyst Day highlights https://x.com/MoorInsStrat/status/2000359388264161710

Government "Tech Force" for AI Talent https://www.cnn.com/2025/12/15/tech/government-tech-force-ai

Google works to erode Nvidia's software moat (TPU + PyTorch + Meta) https://www.reuters.com/business/google-works-erode-nvidias-software-advantage-with-metas-help-2025-12-17/ Judge rules Tesla engaged in deceptive marketing for Autopilot and full self-driving features

https://techcrunch.com/2025/12/16/tesla-engaged-in-deceptive-marketing-for-autopilot-and-full-self-driving-judge-rules/

Tesla tests autonomous vehicles without safety drivers in Austin, Tx

https://techcrunch.com/2025/12/15/tesla-starts-testing-robotaxis-in-austin-with-no-safety-driver/

Adobe Firefly now supports prompt-based video editing, adds more third-party models

https://techcrunch.com/2025/12/16/adobe-firefly-now-supports-prompt-based-video-editing-adds-more-third-party-models/

https://youtu.be/SjtULo8qs88?si=quE7pEptW8xph1OI

Google's Opal for vibe coding comes to Gemini

https://techcrunch.com/2025/12/17/googles-vibe-coding-tool-opal-comes-to-gemini/ THE FLIP OpenAI - Tulip Bubble and Canary in the Coal mine or The Real AI Deal? https://x.com/danielnewmanuv/status/2001487733823541634?s=46&t=8QBZggR299yC4bcbbox-Xg

https://x.com/danielnewmanuv/status/2001366643436315110?s=46&t=8QBZggR299yC4bcbbox-Xg BULLS & BEARS

AI infrastructure stocks tumble on debt fears: Oracle, Broadcom, CoreWeave selloff

https://www.cnbc.com/2025/12/16/cnbc-daily-open-ai-infrastructure-stocks-are-taking-a-beating.html

Recent Fed rate cut & speculation of another coming soon:

https://x.com/danielnewmanUV/status/2001041850669404473

Oracle earnings (Q2) — CapEx reality check

https://www.forbes.com/sites/greatspeculations/2025/12/18/whats-happening-with-oracle-stock/

https://finance.yahoo.com/news/oracle-plunges-12-despite-earnings-145626357.html

Micron crushes earnings as AI data center demand tightens memory supply

https://finance.yahoo.com/news/why-wall-street-expects-micron-183836008.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAKf8aUugkk7hJbCnmiZWS2q5x1WWjD07AUywz6vzxnw6btX2iK0-aNmQBgg3sU67GWZXIKHz74cGnjnzZYeuBDv1A8_Rwp67iIKAtMI1A94LhJTRlcqdnN2_QYPWB_5ZTkO96ZSpFMjMsAwDUBf1yz-RIQnA-78Yk-zhD6VFqr-

https://x.com/danielnewmanuv/status/2001404328997712349?s=46&t=8QBZggR299yC4bcbbox-Xg

Broadcom earnings (Q4) — custom silicon tension

https://finance.yahoo.com/news/broadcom-q4-earnings-beat-estimates-154300300.html

Databricks raises $4B at $134B valuation as its AI business heats up

https://techcrunch.com/2025/12/16/databricks-raises-4b-at-134b-valuation-as-its-ai-business-heats-up/

Smartphone Prices Set to Jump 6.9% as AI Data Centers Devour Memory Chips:

The shortage of DRAM chips used in both AI servers and smartphones could threaten to cut smartphone shipments by 2.1%. To cope, some manufacturers may downgrade cameras, displays, and audio or reuse older components.

https://www.cnbc.com/2025/12/16/smartphone-prices-to-rise-in-2026-due-to-ai-fueled-chip-shortage.html

Adobe Earnings

https://finance.yahoo.com/news/adobe-q4-earnings-beat-estimates-145000488.html

Synopsys Earnings

https://finance.yahoo.com/news/synopsys-q4-earnings-surpass-estimates-153300031.html

View Details

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the latest tech news stories that made headlines. This week's handpicked topics include:

The Decode

US, Saudi tout new business deals at investment forum

https://www.reuters.com/world/middle-east/saudi-crown-prince-seeks-burnish-image-with-corporate-americas-top-executives-2025-11-19/

AMD, Cisco, and HUMAIN to form joint venture to deliver world-leading AI infrastructure

https://newsroom.cisco.com/c/r/newsroom/en/us/a/y2025/m11/amd-cisco-and-humain-to-form-joint-venture-to-deliver-world-leading-ai-infrastructure.html

Adobe, Qualcomm partner with Humain on generative AI for Middle East

https://www.reuters.com/world/middle-east/adobe-qualcomm-partner-with-humain-generative-ai-middle-east-2025-11-19/

Qualcomm to open engineering hub in Saudi Arabia, part of a series of AI deals in kingdom

https://finance.yahoo.com/news/qualcomm-to-open-engineering-hub-in-saudi-arabia-part-of-a-series-of-ai-deals-in-kingdom-180008935.html

Elon Musk's xAI will be first customer for Nvidia-backed data center in Saudi Arabia

https://www.cnbc.com/2025/11/19/musks-xai-will-be-customer-for-nvidia-data-center-in-saudi-arabia.html

Microsoft, Nvidia to invest in Anthropic as Claude maker commits $30 billion to Azure

https://finance.yahoo.com/news/anthropic-commits-30-billion-microsoft-150718625.html

https://blogs.nvidia.com/blog/microsoft-nvidia-anthropic-announce-partnership/

https://x.com/danielnewmanUV/status/1990802932602999149

https://x.com/danielnewmanUV/status/1990822426884682020

https://x.com/danielnewmanUV/status/1990865570242187267

Microsoft Ignite - Announcements

https://azure.microsoft.com/en-us/blog/azure-at-microsoft-ignite-2025-all-the-intelligent-cloud-news-explained/

https://x.com/PatrickMoorhead/status/1990845768178282745

https://x.com/PatrickMoorhead/status/1990859751006351461

https://x.com/PatrickMoorhead/status/1990861596558774469

https://x.com/danielnewmanUV/status/1990848107223933309?s=20

Google Gemini 3 Launch

https://blog.google/products/gemini/gemini-3/

https://x.com/danielnewmanUV/status/1990875878549512251

https://x.com/PatrickMoorhead/status/1991150119891223015

Yann LeCun Leaving Meta

https://www.businessinsider.com/meta-ai-yann-lecun-llm-world-model-intelligence-criticism-2025-11

Pat & Dan interview with Yann LeCun at last year's Davos: https://youtu.be/0gmDufvWlWE

Cloudflare resolves outage that caused widespread internet disruptions, taking down X, ChatGPT for some users

https://www.yahoo.com/news/article/cloudflare-resolves-outage-that-caused-widespread-internet-disruptions-taking-down-x-chatgpt-for-some-users-141316666.html

OpenText World 2025 - Recap

https://x.com/PatrickMoorhead/status/1990806348393554203

https://x.com/danielnewmanUV/status/1990805006661136469

Supercompute 2025 - Recap

https://x.com/danielnewmanUV/status/1991231108646678537?s=20

The Flip: Can Google unseat OpenAI as the new benchmark of AI? (The Flip)

Bulls & Bears

Delayed September report shows U.S. added 119,000 jobs, more than expected; unemployment rate at 4.4%

https://www.cnbc.com/2025/11/20/jobs-report-september-2025.html

Fed minutes show divide over October rate cut and cast doubt about December

https://www.cnbc.com/2025/11/19/fed-minutes-october-2025.html

Lenovo Earnings

https://news.lenovo.com/pressroom/press-releases/q2-fy-2025-26/

NVIDIA Earnings

https://www.cnn.com/2025/11/19/tech/nvidia-earnings-ai-bubble-fears

https://x.com/danielnewmanUV/status/1990526850171613211

https://x.com/danielnewmanUV/status/1990538832295702574

https://x.com/danielnewmanUV/status/1991156846900515130

https://x.com/PatrickMoorhead/status/1991544029675135247?s=20

https://x.com/PatrickMoorhead/status/1991540564794220778?s=20

Amazon Raises $15 Billion in First US Bond Sale in Three Years

https://finance.yahoo.com/news/amazon-kicks-off-first-us-132051192.html

Databricks in talk to raise at $130B valuation

https://techcrunch.com/2025/11/18/databricks-reportedly-in-talks-to-raise-funding-at-a-130b-valuation/

View Details

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the latest tech news stories that made headlines. This week's handpicked topics include:

THE DECODE

AWS re:Invent - Recap

https://aws.amazon.com/blogs/aws/top-announcements-of-aws-reinvent-2025/?sc_channel=sm≻_publisher=TWITTER≻_country=global≻_geo=GLOBAL≻_outcome=awareness&linkId=884155717

https://x.com/PatrickMoorhead/status/1995522287374848501

https://x.com/PatrickMoorhead/status/1995887913088024903

https://x.com/PatrickMoorhead/status/1995892836135567462

https://x.com/PatrickMoorhead/status/1995894725002609067

https://x.com/PatrickMoorhead/status/1995899055176909140

https://x.com/PatrickMoorhead/status/1995891537520341282

https://x.com/danielnewmanUV/status/1995526650596032958

https://x.com/danielnewmanUV/status/1995886428111466567

https://x.com/danielnewmanUV/status/1995886972917956992

https://x.com/danielnewmanUV/status/1995890114850160839

https://x.com/danielnewmanUV/status/1995890899575050436

https://x.com/danielnewmanUV/status/1995891581241754056

https://x.com/FuturumEquities/status/1995889087304401066

AWS & Google Collaboration on Multicloud Networking

https://cloud.google.com/blog/products/networking/aws-and-google-cloud-collaborate-on-multioud-networking

https://x.com/PatrickMoorhead/status/1995490114013987115

https://x.com/PatrickMoorhead/status/1995495191374131705

https://x.com/PatrickMoorhead/status/1995495197141295182

AWS announces new capabilities for its AI agent builder

https://techcrunch.com/2025/12/02/aws-announces-new-capabilities-for-its-ai-agent-builder/?

Amazon previews 3 AI agents including "Kiro" that can code on its own for days

https://techcrunch.com/2025/12/02/amazon-previews-3-ai-agents-including-kiro-that-can-code-on-its-own-for-days/?

Amazon releases an impressive new AI chip and teases an Nvidia-friendly roadmap

https://techcrunch.com/2025/12/02/amazon-releases-an-impressive-new-ai-chip-and-teases-a-nvidia-friendly-roadmap/

Amazon to let cloud clients customize AI models midway through training for $100,000 a year

https://www.cnbc.com/2025/12/02/amazon-nova-forge-lets-clients-customize-ai-models-for-100000-a-year.html

Nvidia News

NVIDIA and Synopsys Announce Strategic Partnership to Revolutionize Engineering and Design

https://nvidianews.nvidia.com/news/nvidia-and-synopsys-announce-strategic-partnership-to-revolutionize-engineering-and-design

https://x.com/PatrickMoorhead/status/1995485878186308079

Nvidia CEO Jensen Huang talks chip restrictions with Trump, blasts state-by-state AI regulations

https://www.cnbc.com/2025/12/03/nvidias-jensen-huang-talks-chip-controls-with-trump-hits-regulation.html

Apple Design Executive Alan Dye Poached by Meta in Major Coup

https://www.bloomberg.com/news/articles/2025-12-03/apple-design-executive-alan-dye-poached-by-meta-in-major-coup

https://x.com/PatrickMoorhead/status/1996331399926988944?s=20

Microsoft denies report of lowering targets for AI software sales growth

https://www.reuters.com/technology/microsoft-lowers-ai-software-sales-quota-customers-resist-new-products-2025-12-03/

Original The Information article: https://www.theinformation.com/articles/microsoft-lowers-ai-software-sales-quotas-customers-resist-newer-products?utm_campaign=Editorial&utm_content=Exclusive&utm_medium=organic_social&utm_source=twitter

https://x.com/PatrickMoorhead/status/1996268011041472937?s=20

https://x.com/danielnewmanUV/status/1996286385695981617?s=20

Marvell to acquire Celestial AI for as much as $5.5 billion

https://www.cnbc.com/2025/12/02/mrvl-earnings-q3-2026-acquires-celestial-ai.html

Why Intel's Onshore Chip Production Is So Important for U.S. Industrial Policy

https://moorinsightsstrategy.com/analyst-insight-why-intels-onshore-chip-production-is-so-important-for-u-s-industrial-policy/

MIS & TFG analysts at HPE Discover in Barcelona (Dave, Will Townsend, Ryan Shrout)

https://www.linkedin.com/feed/update/urn:li:activity:7402028871396790272/

THE FLIP The Flip: Is the Trump Administration's Pivot to Robotics a Smart Next Move After AI?

https://x.com/danielnewmanUV/status/1996221671028777041?s=20

BULLS AND BEARS

November private payrolls unexpectedly fell by 32,000, led by steep small business job cuts, ADP reports https://www.cnbc.com/2025/12/03/adp-jobs-report-november-2025-private-payrolls-unexpectedly-fell-by-32000-.html

Marvell Earnings

https://investor.marvell.com/news-events/press-releases/detail/999/marvell-technology-inc-reports-third-quarter-of-fiscal-year-2026-financial-results

https://x.com/danielnewmanUV/status/1995989717943537943?s=20

https://x.com/PatrickMoorhead/status/1996616081000087747?s=20

Salesforce Earnings

https://www.cnbc.com/2025/12/03/salesforce-crm-q3-earnings-report-2026.html

https://x.com/danielnewmanUV/status/1996328491659542667?s=20

https://x.com/PatrickMoorhead/status/1996620195062837565?s=20

HPE Earnings

https://investors.hpe.com/~/media/Files/H/HP-Enterprise-IR/documents/q4-2025/q4-2025-earnings-press-release.pdf

https://finance.yahoo.com/news/hpe-forecasts-weak-quarterly-revenue-211059252.html

Dell Earnings

https://www.nasdaq.com/press-release/dell-technologies-delivers-third-quarter-fiscal-2026-financial-results-2025-11-25

Pure Storage Earnings

https://www.nasdaq.com/articles/pstg-q3-earnings-lag-despite-solid-revenues-stock-upbeat-view

https://x.com/PatrickMoorhead/status/1996623201607020695?s=20

Anthropic reportedly preparing for one of the largest IPOs ever in race with OpenAI

https://www.cnbc.com/2025/12/03/anthropic-claude-reportedly-preparing-ipo-race-openai-chatgpt-ft-wilson-sonsini-goodrich-rosati.html

https://x.com/danielnewmanUV/status/1996044632871010316?s=20

View Details

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the tech news stories that made headlines this week. The handpicked topics for this week are:

AMD Financial Analyst Day Breakdown: AMD presents long-term growth projections with over 35% revenue CAGR. Pat & Dan discuss AMD's 10-15% GPU market share projection, emphasizing Lisa Su's track record of execution and credibility.
SoftBank's Strategic Repositioning: SoftBank sold its entire stake in Nvidia for $US5.83 billion ($8.9 billion). Masayoshi Son, Chairman of Japan's SoftBank Group plans to reallocate capital to OpenAI and other AI infrastructure investments. Hosts discuss the potential of ARM-based AI chip development.
Anthropic's Infrastructure Investment: New $50 billion data center construction commitment with FluidStack. Claude Code is driving significant revenue and a path to 2028 profitability. Comparison with OpenAI's infrastructure strategy and independence goals.
Cloud Infrastructure and Capacity Deals: Nebius secures $3 billion deal with Meta for GPU capacity. Meta's strategy of risk-sharing and outsourcing during demand peaks.
The Depreciation Debate: Patrick argues there's a 6-year depreciation period for GPUs based on historical usage patterns, citing continued use of A-, V-, and H-series GPUs. Questions are raised about reticle limits and performance scaling sustainability.
Government Shutdown Resolution: Senate votes to reopen government after 43-day closure, leaving in its wake and estimated $11 billion permanent economic loss and $16 billion in missed wages. Hosts break down the market's mixed response with AI sector concerns overshadowing the reopening.
Cisco Earnings Analysis: Beat on revenue and earnings with solid enterprise performance. AI infrastructure orders are expected to triple to $3 billion in 2026. Hyperscale AI orders are at $1.3 billion with a strong growth trajectory.
CoreWeave Market Position: Stock down 33% from three-month peak, but still up 16% over six months. Data center build-out delays appear to be impacting capacity and revenue projections.
Applied Materials Performance: Beat expectations despite revenue decline from the China market loss. Future growth potential from TSMC, Intel, and Samsung US expansion.

For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.

View Details

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the latest tech news stories that made headlines. This week's handpicked topics include:

OpenAI signs a 7-year, $38B cloud deal with AWS to secure massive GPU capacity and diversify beyond Microsoft. Announced Nov 3 (Pat)

https://x.com/PatrickMoorhead/status/1985358316592079054?s=20

https://x.com/PatrickMoorhead/status/1985352179444863072?s=20

U.S. to block Nvidia's scaled-down AI chips to China; Nvidia CEO says there are "no active discussions" to sell Blackwell there. Nov 7. (Dan)

https://x.com/PatrickMoorhead/status/1986380431260815544?s=20

https://x.com/PatrickMoorhead/status/1985690392239513969?s=20

Microsoft's UAE Nvidia AI chip deal: Microsoft secured U.S. government approval to ship 60,000

Nvidia AI chips to the UAE, with a broader $9.7 billion contract for AI cloud services. (Dan)

Google makes Ironwood TPUs generally available and adds new Axion Arm VMs for inference-heavy workloads. Announced Nov 6 (Pat)

https://x.com/PatrickMoorhead/status/1986854566835748959?s=20

Kimi 2 Thinking costs $4.6M Dan

https://x.com/PatrickMoorhead/status/1986930007554531470?s=20

Cheap MacBook (pat)

https://x.com/PatrickMoorhead/status/1985774551318368696?s=20

Bulls & Bears

Arm Earnings

https://x.com/PatrickMoorhead/status/1986771536960008301

https://investors.arm.com/static-files/bde7f15e-4bc8-4524-a0e9-e016889b520d

https://x.com/danielnewmanUV/status/1986203347439824919

AMD Earnings

https://x.com/PatrickMoorhead/status/1985979219352908272

https://ir.amd.com/news-events/press-releases/detail/1265/amd-reports-third-quarter-2025-financial-results

https://x.com/danielnewmanUV/status/1985822986063266013

https://x.com/danielnewmanUV/status/1985835687309165063

https://x.com/danielnewmanUV/status/1985895752372289986

Qualcomm Earnings

https://x.com/PatrickMoorhead/status/1986764581293977813

https://investor.qualcomm.com/news-events/press-releases/news-details/2025/Qualcomm-Earnngs-Release-Available-on-Companys-Investor-Relations-Website-c44bca3cf/default.aspx

https://x.com/danielnewmanUV/status/1986185406744871045

Coherent Earnings

https://x.com/PatrickMoorhead/status/1986774118985794034

https://www.coherent.com/news/press-releases/first-quarter-fiscal-year-2026-results

https://x.com/danielnewmanUV/status/1986205975171190977

Lattice Semiconductor Earnings

https://x.com/PatrickMoorhead/status/1985983349916143977

https://x.com/danielnewmanUV/status/1985475655241232529

View Details

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the tech news stories that made headlines this week. The handpicked topics for this week are:

Key Takeaways from NVIDIA GTC and Infrastructure Build-Out: Jensen Huang's keynote delivery. Nvidia's co-architecture approach to power systems, water systems, and manufacturing. Partnerships with Vertiv, Siemens, and GE Vernova for infrastructure development. Key partnership announcements from NVIDIA to build seven supercomputers, competing with AMD's dominance.
OpenAI and Microsoft Partnership Restructuring: Microsoft's $12-13 billion investment for 50/50 partnership structure. Renegotiation allowing OpenAI conversion to a for-profit entity. Microsoft's potential 27% ownership stake valued at approximately $270 billion. Sam Altman's equity position and IPO preparation for a potential trillion-dollar valuation.
Qualcomm's AI Chip Launch: AI 200 and AI 250 announcement driving 20% stock price surge. Strong Wall Street reaction despite limited technical details available. Credible entry into the data center market with scale-up methodology. 2027 timeline for scale-up technologies, including NVLink adoption.
DOE Supercomputer Partnerships: AMD's billion-dollar partnership for two additional supercomputers. Continued dominance in high-performance computing with 64-bit precision. U.S. Secretary of Energy Chris Wright's recent recognition from both NVIDIA's Jensen Huang and AMD's Lisa Su. Highlights of government investments towards winning science across multiple domains.
AWS Anthropic Trainium Partnership: A one-million Trainium chips commitment from Anthropic. Validation of AWS's custom silicon strategy. Recognition that all available chips are selling in the current market. Multi-generation improvement trajectory similar to Google's TPU.
Google Public Sector Event Highlights: Google's military and government sector transformation under Google Cloud CEO, Thomas Kurian. Impressive Gemini for Government agent demonstrations. Seven-minute agent creation showcasing platform capabilities. On-premise GDC deployment with Lockheed Martin for air-gapped AI.
Government Stakes Debate: Discussion of AI, quantum, rare earth minerals, and chip manufacturing.
Federal Reserve Rate Cut: Fed Chairman Powell's extensive data center commentary.
OpenAI Valuation: A trillion-dollar IPO valuation deemed "completely bonkers."
ServiceNow Earnings, Alphabet/Google Earnings, Meta Earnings: Unpacking tech's earnings season.
Microsoft Azure: 40% Azure growth with $400 billion booked business.

For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.

View Details

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the tech news stories that made headlines this week. The handpicked topics for this week are:

AI and Tech Industry Updates: OpenAI launches a new browser called Atlas. AWS experiences significant outages affecting half of the Internet. Google announces a quantum breakthrough and deals with Anthropic. 800 public figures call for a superintelligence ban.
Earnings Reports and Market Analysis: Tech's latest earnings season begins. Hosts discuss IBM, Intel, Tesla, SAP, and T-Mobile earnings.
OpenAI's Atlas Browser: Pat & Dan compare the new tool to existing browser capabilities and reflect on its potential impact on Google's market dominance. They discuss the broader integration of AI-powered features in the browsing experience.
AWS Outage and Infrastructure Resilience: A look at the impact on various services and applications. The hosts underscore the importance of redundancy and multi-cloud strategies, and break down AWS's handling of the situation and communication.
Quantum Computing Developments: Looking at Google's Quantum Echoes algorithm breakthrough on the Willow chip. Plus, the potential applications in drug discovery and material science, and government interest in quantum investments.
AI Ethics and Regulation: Public figures are urging for a superintelligence ban. Pat & Dan debate the feasibility and necessity of AI regulation, along with the societal implications of advanced AI development.
Tech Earnings Deep Dive: IBM's enterprise AI and modernization focus. Intel's foundry progress and market performance. Tesla's narrative shift from cars to AI and robotics. SAP's cloud transition and AI integration, and T-Mobile's operational success and leadership changes.
Industry Trends and Future Outlook: A high-level recap on AI integration in enterprise solutions, quantum computing's potential impact on various industries, and the evolving narrative around tech companies beyond traditional metrics.

For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.

View Details

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the tech news stories that made headlines this week. The handpicked topics for this week are:

Market Turbulence and Geopolitical Tensions: Discussion of recent market volatility triggered by comments from world leaders. The hosts analyze the impact of US-China tensions on rare earth elements and tech industries.
Tech Industry Developments: Oracle's Financial Analyst Day 2025 and AI-focused announcements. Salesforce's Dreamforce event and the future of enterprise software.
Semiconductor Industry Insights: TSMC's strong performance and its implications for the AI and chip markets. Plus, an analysis of ASML's earnings and its role in the semiconductor supply chain.
AI Infrastructure and Cloud Competition: The hosts debate Oracle's potential to challenge major cloud providers in the AI era, spurring a discussion of AI-driven growth in cloud and infrastructure markets.
Economic and Market Trends: Examination of market reactions to geopolitical events and major tech announcements. Pat and Dan speculate on the sustainability of AI-driven growth and potential bubbles.
Industry Events and Announcements: Coverage of multiple tech events, including the Dell Analyst Summit, Oracle World, and Salesforce's Dreamforce. Hosts unpack the key announcements and their potential impact on the tech landscape.
Future of Enterprise Software and AI: Predictions on the consolidation of AI platforms and agents in enterprise software and a discussion on the challenges and opportunities in integrating AI into business processes.

For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.

View Details

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the tech news stories that made headlines this week. The handpicked topics for this week are:

AI Investments and Market Dynamics: OpenAI and AMD's $6 billion deal announcement. NVIDIA's response to the AMD-OpenAI partnership. An analysis of the competitive landscape in the AI chip market.
Cisco's AI Networking Advancements: Hosts cover Cisco's announcement of its Silicon One-based router for AI hyperscaler data centers and discuss Cisco's role in addressing network constraints in AI infrastructure.
Intel's Technology Showcase: Intel's event in Arizona highlighting PC chips, server chips, and 18A process node. A look at the strategic importance of Intel Foundry and its competitive positioning.
Qualcomm's IoT and Physical AI Aspirations: Qualcomm's acquisition of Arduino and its implications for IoT development. Hosts reflect on Qualcomm's strategy in expanding beyond mobile chips.
IBM TechXchange Highlights: IBM shared its focus on orchestration and agents in IBM's AI strategy and highlighted partnerships with Anthropic and other AI companies.
The Flip - AI Bubble Debate: A simulated debate on whether the current AI investment trend is a bubble with an analysis of market valuations, capex trends, and potential risks.
Dell Technologies Analyst Meeting Insights: Hosts talk Dell's increased revenue and EPS forecasts, particularly in the data center segment, plus their strategy shifts in the PC market and enterprise AI adoption.
Oracle's AI Business Economics: A discussion of a recent controversial report on Oracle's AI infrastructure profitability. Analysis of the challenges in accurately assessing AI infrastructure economics.
Industry Updates and Future Events: xAI's $20 billion raise and NVIDIA's investment. Applied Materials' revenue takes a hit due to new export restriction rules. Upcoming tech events and conferences.

For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.

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On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the tech news stories that made headlines this week. The handpicked topics for this week are:

AI Developments and Industry News: Recent AI deals going down, including Meta's $14 Billion infrastructure deal with CoreWeave and another deal between CoreWeave and OpenAI totaling $6 Billion.
Hyperscaler Strategies and Investments: Hosts analyze Meta's investments in AI infrastructure and capacity expansion and discuss hyperscalers' efforts to build their own AI chips versus using merchant solutions.
Microsoft's Commercial Focus: Microsoft appoints Judson Altoff as commercial CEO to emphasize AI in business applications. This move is interpreted as Microsoft's strategy to lead in enterprise software transformation.
Chip Manufacturing and Policy: A discussion on the feasibility of achieving 50% local chip manufacturing in the US and an analysis of the administration's efforts to increase domestic semiconductor production.
Custom vs. Merchant AI Chips Debate: Patrick argues for going all-in on merchant infrastructure for time-to-market advantages. Daniel counters, advocating for hyperscalers to develop custom chips for long-term control and profitability.
Economic and Political Landscape: A discussion on the recent US government shutdown and its immediate impacts. Hosts analyze the recent job market data, including its reliability and the potential effects of AI on employment.

For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.

View Details

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the tech news stories that made headlines this week. The handpicked topics for this week are:

AI and Infrastructure Investments: Nvidia and OpenAI announce a major AI infrastructure investment. $100 billion phased investment from Nvidia to OpenAI. Pat & Dan discuss the strategic implications and industry reactions.
Oracle Leadership Changes: New co-CEOs appointed –nClay Magouyrk and Mike Sicilia. Safra Catz becomes Oracle executive vice chair. Hosts analyze this leadership transition and its potential impact.
TikTok Developments: Executive order to push final decision on TikTok to mid-December. Potential spin-out authorized, contingent on Chinese agreement. Oracle and Silver Lake are potential key players in the deal.
Microsoft's AI Strategy: Microsoft adds Anthropic to Copilot. Discussion on the benefits of model diversity in AI offerings.
Qualcomm Snapdragon Summit Highlights: Introduction of X2 Elite and X2 Elite Extreme chips, focusing on AI capabilities and performance improvements. Plus, a look at Qualcomm's strategic positioning beyond smartphones.
Cloudera Event in New York: Patrick's insights from the Cloudera event and a discussion on hybrid multi-cloud fabrics and AI ecosystems.
The Flip: Should Apple or TSMC Invest in Intel? Hosts debate this topic with arguments for and against potential investments in Intel. Plus, an analysis of the geopolitical and technological implications.
Market Trends and Earnings: Federal Reserve Chair Powell's comments on stock valuations and a discussion on Micron's earnings and the impact of AI on memory demand. Marvell's special presentation and stock performance.

For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.

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On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the tech news stories that made headlines this week. The handpicked topics for this week include:

Intel's Resurgence and Nvidia Partnership: Discussion of Intel's 30% stock gain following the announcement of their partnership with Nvidia. Analysis of the strategic implications for both companies.
Oracle, Silver Lake, and TikTok: The potential of a deal involving TikTok, Oracle, and Silver Lake. A discussion analyzing the data management and algorithm concerns.
Microsoft and Nvidia's UK Investment: $40 billion investment announcement in the UK’s AI infrastructure & how this will impact the UK's position in global AI development.
Groq's Funding Round: Grok raises $750 million at a higher valuation & a brief overview of Groq's technology and market position.
IonQ's Market Performance: IonQ's stock price surged to nearly $70. The hosts discuss recent acquisitions and partnerships.
Meta's New VR/AR Glasses: Reactions to Meta's sleek new VR/XR glasses & a debate on the product’s potential impact on mainstream AR/VR adoption.
Federal Reserve's Interest Rate Decision: Analysis of the Fed's recent interest rate decision & a discussion on the potential economic impacts.
Elon Musk's Tesla Stock Purchase: Musk's billion-dollar purchase of Tesla stock & its impact on Tesla's stock price and market sentiment.
Google's $3 Trillion Valuation: Google reaches $3 trillion market cap – a look at their market position and where Google's AI capabilities come into play.

For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.

View Details

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the tech news stories that made headlines this week. The handpicked topics for this week are:

Apple Event and AI Strategy: Analysis of Apple's recent product launch event and a debate on Apple's apparent pivot away from a focus on AI. Comparison of Apple's strategy to competitors in the AI space.
Tech Earnings and Market Reactions: Breakdown of Oracle's earnings and stock surge. Analysis of Adobe's performance and AI revenue. Examination of Synopsys's challenges and future outlook.
AI Industry Developments: OpenAI and Microsoft's evolving partnership structure. ASML's investment in Mistral AI and the European tech landscape. Discussion on Apple's strategy to maintain user trust while lagging in AI. Debate on the long-term implications of Apple's current approach.
Chip Industry Dynamics: Analysis of Broadcom's potential chip development for OpenAI. Examination of Intel's organizational changes and market challenges.
Future of AI and Device Integration: Speculation on the evolution of AI assistants and device ecosystems. Discussion on the potential impact of AI on job markets and company strategies. A comparison of tech company valuations and growth potential and an analysis of market reactions to earnings reports and future projections.

For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.

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On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the tech news stories that made headlines this week. The handpicked topics for this week are:

AI and Antitrust Developments: Analysis of the recent antitrust ruling regarding Google's search monopoly. Discussion on the impact of Generative AI on the competitive landscape. Examination of data sharing requirements and their implications.
Economic Data and Market Trends: Discussion on recent unemployment data released in the latest jobs report. Pat & Dan share skepticism about the accuracy of economic indicators. Analysis of interest rates and their impact on the housing market.
Tech Industry Dinner at Trump's: Mention of tech executives attending dinner with DJT. Brief discussion on the administration's commitment to AI leadership.
Broadcom's Earnings and the AI Chip Market: A breakdown of Broadcom's strong financial performance. Exploration of Broadcom's position in the custom AI chip market. Predictions for Broadcom's future growth and market potential.
Nvidia's Customer Concentration: A debate on the risks of Nvidia's revenue depending on a concentration of a few key customers. Analysis of the sustainability of Nvidia's growth in the AI chip market. Discussion on potential threats from custom chip development by major tech companies.
Salesforce Earnings and AI Strategy: An overview of Salesforce's recent earnings report. Examination of Salesforce's AI initiatives and market reaction. Concerns about the future of SaaS in light of AI advancements.

For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.

View Details

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the latest tech news stories that made headlines. This week’s handpicked topics include:

VMware Explore 2025 - Fly By (The Decode)

https://x.com/danielnewmanUV/status/1960376180127011283

https://x.com/danielnewmanUV/status/1960383797842600155

https://x.com/danielnewmanUV/status/1960383687196860601

https://x.com/danielnewmanUV/status/1960408530198126731

Meta + Google $10B Cloud Deal (The Decode)

https://www.techtarget.com/searchenterpriseai/news/366630037/How-Metas-10B-cloud-deal-with-Google-helps-it-scale-AI

Musk sues Apple & OpenAI for antitrust behavior (The Decode)

https://www.bloomberg.com/news/videos/2025-08-25/bloomberg-tech-8-25-2025-video

Meta Superintelligence Lab Exodus (The Decode)

https://www.wired.com/story/researchers-leave-meta-superintelligence-labs-openai/

Apple AI + Robotics Strategy (The Decode)

https://x.com/danielnewmanUV/status/1959793966054072516

https://x.com/danielnewmanUV/status/1960413825209131366

https://x.com/danielnewmanUV/status/1960413625216328059

https://x.com/danielnewmanUV/status/1960437517414764812

https://x.com/danielnewmanUV/status/1960496235355455849

Trump Tariff/Investment Updates (The Decode)

U.S. Gov’t $9.9B Intel Investment (The Decode)

https://x.com/PatrickMoorhead/status/1959975116273807796

https://x.com/danielnewmanUV/status/1960001853300605381

India hit with 50% Tariffs

https://x.com/PatrickMoorhead/status/1960678399086878841

https://x.com/PatrickMoorhead/status/1960678395962122407

Is Enterprise AI a “Bubble of Expectations” or the Start of Something Bigger? (The Flip)

https://techstrong.ai/articles/openais-altman-warns-of-ai-bubble-while-defending-its-historic-importance/

Fed Chairman Powell’s hint at upcoming rate cuts creates optimism for investors but tech-heavy Nasdaq lags behind S&P 500 (Bulls and Bears)

https://www.schwab.com/learn/story/weekly-traders-outlook

Trump Removes Fed Governor Lisa Cook (Bulls and Bears)

https://www.cnbc.com/2025/08/26/trump-fed-cook-respond-court.html

NVIDIA Q2 Earnings + Blackwell GPU Upgrade (Bulls and Bears)

https://x.com/YahooFinance/status/1961160887265312923

https://x.com/danielnewmanUV/status/1960012616358629739

https://x.com/danielnewmanUV/status/1960478545291174235

https://x.com/danielnewmanUV/status/1960689856020939166

https://x.com/danielnewmanUV/status/1960699136790949991

https://x.com/PatrickMoorhead/status/1960808541721387388

https://x.com/PatrickMoorhead/status/1960814476967703014

https://x.com/danielnewmanUV/status/1960796280851993042

https://x.com/danielnewmanUV/status/1960806211525263448

https://x.com/danielnewmanUV/status/1960813452529680455

https://x.com/danielnewmanUV/status/1960802234679103882

https://x.com/danielnewmanUV/status/1960803494715384304

https://x.com/danielnewmanUV/status/1960804557912727996

https://x.com/danielnewmanUV/status/1960792380631568880

Dell Earnings (Bulls and Bears)

https://www.barrons.com/articles/dell-technologies-earnings-stock-price-a32f36e5

https://www.wsj.com/business/earnings/dell-technologies-raises-full-year-outlook-third-quarter-view-is-mixed-0c054f8d

Pure Storage Earnings (Bulls and Bears)

https://www.cnbc.com/2025/08/28/pure-storage-stock-soars-to-record-meta-deal-bolsters-results-outlook.html

https://x.com/danielnewmanUV/status/1961086131119731156

MondoDB Stock soars on Atlas Cloud’s AI Tailwind & Okta Stock Gains (Bulls and Bears)

https://finance.yahoo.com/news/live/earnings-live-mongodb-stock-soars-on-ai-tailwind-kohls-surges-okta-gains-122659750.html

Marvell Earnings (Bulls and Bears)

https://www.reuters.com/business/marvell-sinks-weak-data-center-outlook-stokes-custom-ai-chip-worries-2025-08-29/

https://www.investors.com/news/technology/marvell-stock-mrvl-fiscal-q2-2026/

HP Earnings (Bulls and Bears)

https://finance.yahoo.com/video/hp-earnings-legacy-tech-names-142151026.html

https://x.com/PatrickMoorhead/status/1959932080160231572

View Details

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the tech news stories that made headlines this week. The handpicked topics for this week are:

Intel and Government Investment: Extensive coverage of Intel's recent developments. A debate on the U.S. government stake in Intel and its implications.
Chip Advancements: Discussion on China's progress in computer and chip manufacturing. Analysis of China's indigenous chip acceleration efforts.
Market Dynamics and Economic Outlook: Examination of current market conditions and Fed Chair Powell's comments. Insights on potential interest rate cuts and their economic impact.
Tech Earnings and Company Performance: Analysis of recent earnings from Palo Alto Networks, Zoom, and Workday. Discussion on challenges and opportunities in the SaaS market.
Nvidia's Upcoming Earnings Report: Predictions and expectations for Nvidia's financial performance. Long-term outlook on Nvidia's market position and growth potential.
AI and Cybersecurity Trends: Exploration of AI's role in enhancing cybersecurity measures. Discussion on Palo Alto Networks' position in securing AI infrastructure.

For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.

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On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the tech news stories that made headlines this week, with special guest Jeetu Patel, President & Chief Product Officer, joining for Off the Record! The handpicked topics for this week are:

AI and Technology Industry Updates: NVIDIA, Intel, and ChatGPT-5, plus Elon Musk's recent controversy with Apple's App Store.
Economic Indicators and Market Analysis: Discussion of recent CPI (Consumer Price Index) and PPI (Producer Price Index) data, debate on the reliability and methodology of economic measurements. Observations on inflation trends and their impact on various sectors.
Cisco President and Chief Product Officer Jeetu Patel Goes “Off the Record”: Jeetu Patel discusses Cisco's strong Q4 performance, with product orders up 7% and over $800 million in AI Infrastructure business. He highlights that AI is driving a fundamental shift in networking and that Cisco's in-house Silicon One and security integration are key structural advantages.
Company Earnings and Performance Reviews: Analysis of CoreWeave's financial results and business model. Cisco's continued strength, particularly in AI-related revenues. Examination of Coherent's recent spin-off and market reaction. Lenovo's quarterly results highlight its PC market share and challenges in the data center segment. Applied Materials' earnings and the impact of China-related guidance.
Industry Trends and Strategic Moves: Intel's potential government investment and revised foundry strategy. The importance of traditional enterprise IT in the AI era. Implications of U.S. government actions on chip sales to China.

For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.

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In this week's episode, hosts Daniel Newman and Patrick Moorhead dissect a whirlwind of tech news! From Palantir, Lip-Bu, Trump, and tariffs to the latest in GPT-5, they break down the key announcements and market shifts that are shaping the industry:

Tech Industry News and Analysis: Trump's tariff threats on semiconductors and chips. Apple's investment commitments in the US. Rumors about GPT-5 release and its potential impact.
Intel Leadership Challenges: Trump's call for Intel CEO Lip-Bu Tan’s removal. Analysis of Intel's missed opportunities in the US chip manufacturing push.
Palantir's Meteoric Rise: Discussion of Palantir's market valuation and performance. Analysis of the company's government contracts and AI positioning.
Other Tech Company Performances: Lattice Semiconductor's positive market reception. IonQ's progress in quantum computing. Astera's growth and dependence on Nvidia.
Impact of AI on Knowledge Work: How advancements in AI, particularly with the release of GPT-5, could significantly impact knowledge-based industries and consulting firms.
Challenges for Chip Manufacturers: Various challenges faced by chip manufacturers, including Super Micro's underperformance and the potential impact on competitors like Dell and HPE in the AI server market.

For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.

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On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman dive into the latest tech news and earnings reports. They discuss Intel's foundry strategy, NVIDIA's chip sales to China, and recent earnings from major tech companies like Amazon, Microsoft, Meta, and Apple. Get their analysis of market trends, geopolitical factors affecting the tech sector, and the competitive landscape among industry giants. This week’s handpicked topics include:

Discussion of the EU's 40 billion Euro AI chip purchase agreement with the U.S.: A quick analysis of the practicality and implications of this deal. (The Decode)
Palo Alto Networks Acquisition of CyberArk: A look at their potential $25 billion acquisition of CyberArk and the strategic importance of identity management in cybersecurity. (The Decode)
NVIDIA Updates: Concerns about potential backdoors in NVIDIA’s H20 chips and an analysis of the insatiable global demand for NVIDIA’s AI chips. (The Decode)
Microsoft & OpenAI’s Ongoing Relationship Challenges: Commentary on Satya Nadella & Sam Altman’s respective strategies (The Decode)
The Flip - Intel's 14A Foundry Strategy: A simulated debate on Intel's approach to 14A Foundry development, including a discussion of geopolitical implications and competition in the semiconductor industry.
Bulls & Bears Tech Earnings Roundup - Analysis of recent earnings reports from major tech companies:
Amazon's impressive growth and future potential
Microsoft's strong performance, particularly in Azure
Meta's success in leveraging AI for platform stickiness
Apple's steady performance and potential AI developments
Arm's strategic shift towards chip production
Qualcomm's challenges in market perception despite solid performance
Market Reactions and Future Outlook: Market responses to earnings reports and strategic moves, and speculation on future developments in AI, robotics, and data center technologies.

For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.

View Details

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the latest tech news stories that made headlines. This week’s handpicked topics include:

Trump aims to get rid of AI regulations in a push to win the AI race (The Decode)

https://www.npr.org/2025/07/23/nx-s1-5213904/trump-ai-regulations

https://www.csis.org/analysis/experts-react-unpacking-trump-administrations-plan-win-ai-race

Pat speaks on Winning the AI Race Event and “Trump’s AI Roadmap” (The Decode)

https://x.com/PatrickMoorhead/status/1947644571627757683

https://x.com/PatrickMoorhead/status/1948044849858437209

https://x.com/PatrickMoorhead/status/1948045885939531813

https://x.com/PatrickMoorhead/status/1948063418696511930

https://x.com/PatrickMoorhead/status/1948057960636158019

https://x.com/danielnewmanUV/status/1948059191182045549

https://x.com/PatrickMoorhead/status/1948116469612527820

Pat on Yahoo Finance breaking the event down

https://x.com/PatrickMoorhead/status/1948547645011525860

https://www.cnbc.com/2025/07/26/china-ai-action-plan.html

US and EU clinch trade deal to avert prohibitive US tariffs, Trump says (The Decode)

https://www.reuters.com/business/us-eu-clinch-trade-deal-avert-prohibitive-us-tariffs-trump-says-2025-07-27/

https://x.com/PatrickMoorhead/status/1949535107288801287

https://x.com/danielnewmanUV/status/1949534884655145434

US, China hold new talks on tariff truce extension, easing path for Trump-Xi meeting (The Decode)

https://www.reuters.com/world/china/us-china-hold-new-talks-tariff-truce-extension-easing-path-trump-xi-meeting-2025-07-28/

https://www.reuters.com/world/china/china-us-extend-tariff-pause-sweden-talks-by-another-90-days-scmp-reports-2025-07-27/

Trump announces ‘massive trade’ agreement with Japan (Bulls and Bears)

https://www.cnn.com/2025/07/22/business/japan-trade-agreement-us

Earnings Season (Bulls and Bears)

Tesla Earnings

https://finance.yahoo.com/news/tesla-misses-on-q2-earnings-but-says-more-affordable-model-planned-for-2025-production-201633342.html

https://x.com/danielnewmanUV/status/1948525488936484961

IBM Q2 Earnings

https://www.cnbc.com/2025/07/23/ibm-q2-earnings-report-2025.html

Alphabet Inc. - Q2 2025

https://finance.yahoo.com/video/alphabet-posts-q2-earnings-beat-201530698.html

https://x.com/danielnewmanUV/status/1947371163526570418

https://x.com/danielnewmanUV/status/1947724737813107160

T-Mobile US - Q2 2025 Earnings

https://finance.yahoo.com/news/t-mobile-dials-up-big-earnings-beat-as-it-bests-verizon-att-in-new-customers-201824624.html

ServiceNow Q2 2025

https://www.cnbc.com/2025/07/23/servicenow-now-q2-earnings-2025.html

https://x.com/PatrickMoorhead/status/1947726458891141274

https://x.com/danielnewmanUV/status/1947712998501462422

Intel - Q2 2025 Earnings

https://www.cnbc.com/2025/07/24/intel-intc-earnings-report-q2-2025.html

TSMC - Trillion Dollar Market Cap (Bulls and Bears)

https://qz.com/tsmc-trillion-market-cap-ai-chips-taiwan-earnings-semiconductor

View Details

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the latest tech news stories that made headlines. This week’s handpicked topics include:

NVIDIA & AMD get greenlight to sell & ship chips to China (The Decode)

https://www.cnn.com/2025/07/15/business/NVIDIA-resume-h20-chip-sales-to-china-intl-hnk

https://x.com/danielnewmanUV/status/1945509802211254661

https://x.com/PatrickMoorhead/status/1945089356022096361

https://x.com/PatrickMoorhead/status/1945049406199226857

https://x.com/PatrickMoorhead/status/1945049728141447261

https://x.com/danielnewmanUV/status/1944939965953011869

https://x.com/danielnewmanUV/status/1945084756619571695

https://x.com/danielnewmanUV/status/1945120959314141508

https://x.com/danielnewmanUV/status/1945317350573519001

https://x.com/danielnewmanUV/status/1945439985139691965

https://x.com/danielnewmanUV/status/1945509802211254661

https://x.com/PatrickMoorhead/status/1945504256821457108

https://x.com/PatrickMoorhead/status/1945582561066877304

National-Security Concerns Tie Up Trump’s U.A.E. Chips Deal (The Decode)

https://www.wsj.com/politics/national-security/national-security-concerns-tie-up-trumps-u-a-e-chips-deal-a0273815

https://x.com/PatrickMoorhead/status/1945816740987797799

DoD $200M Investment In AI Companies + Grok in the Pentagon + xAI (The Decode)

https://www.cnbc.com/2025/07/14/anthropic-google-openai-xai-granted-up-to-200-million-from-dod.html

Trump Touts Billions in Investments to Create AI Hub in Pennsylvania https://www.wsj.com/tech/ai/trump-to-tout-billions-in-investments-to-create-ai-hub-in-pennsylvania-1e9afa89?gaa_at=eafs&gaa_n=ASWzDAi_pJAtfK0fPCCk3S5NJcha_SuAm3XOeUy0DRuI3CMWo2gZdOaIlyBtlxQUyAo%3D&gaa_ts=68781440&gaa_sig=_Yqa5IRyVzkkxPc_xhj_byTz9tIqmfU3uYprcwrEJY-8pMkq1FCK9CZsPqsyMrV7gPK26K5Gon8bw2Vp_cu5xQ%3D%3D

Pentagon to start using Grok as part of a $200 million contract with Elon Musk's xAI (The Decode)

https://www.cbsnews.com/news/grok-elon-musk-xai-pentagon-contract/

https://x.ai/news/government

AWS New York Summit Keynote (The Decode) https://x.com/PatrickMoorhead/status/1945501010824413579

https://x.com/PatrickMoorhead/status/1945501932270850512

https://x.com/PatrickMoorhead/status/1945502428100505736

https://www.aboutamazon.com/news/aws/aws-summit-agentic-ai-innovations-2025

AWS KIro Announcement - Jason video https://youtube.com/shorts/Dlaxxbfc_k8?feature=share

AWS is Launching an AI Agent Marketplace With Anthropic (The Decode)

https://techcrunch.com/2025/07/10/aws-is-launching-an-ai-agent-marketplace-next-week-with-anthropic-as-a-partner/

Synopsys CEO Sassine Ghazi took us inside his $35 billion acquisition of Ansys, which closes today (The Decode)

https://fortune.com/2025/07/17/synopsys-ceo-sassine-ghazi-35-billion-acquisition-ansys/

Trump intensifies trade war with threat of 30% tariffs on EU, Mexico (Bulls and Bears)

https://www.reuters.com/business/trump-announces-30-tariffs-eu-2025-07-12/

CPI and PPI (Bulls and Bears)

https://www.cnbc.com/2025/07/16/ppi-inflation-report-june-2025.html

https://www.bloomberg.com/news/articles/2025-07-16/us-producer-prices-stagnated-on-decline-in-services-costs?embedded-checkout=true

https://www.cbsnews.com/news/cpi-report-june-2025-inflation-trump-tariffs/

Trump Firing Powell? (Bulls and Bears)

https://www.reuters.com/world/us/trump-indicated-republican-lawmakers-he-will-fire-feds-powell-cbs-reports-2025-07-16/

https://www.cbsnews.com/news/what-does-the-federal-reserve-do-and-why-is-trump-mad-at-its-chair-jerome-powell/

TSMC Earnings (Bulls and Bears)

TSMC profit surges 61% to record high fueled by AI chip demand

https://www.cnbc.com/2025/07/17/tsmcs-second-quarter-profit-soars-nearly-61percent-as-ai-chip-demand-stays-strong-.html

https://x.com/FuturumEquities/status/1944741028952707502

https://x.com/danielnewmanUV/status/1944737452150673605

https://x.com/danielnewmanUV/status/1945790790556663909

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On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the latest tech news stories that made headlines. This week’s handpicked topics include:

X and xAI News https://techcrunch.com/2025/07/09/elon-musks-xai-launches-grok-4-alongside-a-300-monthly-subscription/ https://x.com/patrickmoorhead/status/1943342069235245421?s=46&t=YiEHo6jc4-PozRf_efr9PA https://www.npr.org/2025/07/09/nx-s1-5462609/grok-elon-musk-antisemitic-racist-content https://www.cnbc.com/2025/07/09/linda-yaccarino-x-elon-musk.html https://x.com/lindayaX/status/1942957094811951197 Apple/META/OpenAI Talent War & Exits https://www.investopedia.com/meta-poaches-apple-ai-executive-reports-say-11768000 https://x.com/danielnewmanUV/status/1942350275437813777 https://www.wired.com/story/openai-new-hires-scaling/ https://x.com/danielnewmanUV/status/1942721860166353287 https://www.investopedia.com/meta-platforms-enticed-apple-ai-executive-with-200m-pay-package-report-says-11769571

Samsung Galaxy Unpacked https://x.com/PatrickMoorhead/status/1942961894832152898 https://x.com/PatrickMoorhead/status/1942953058184437939 https://x.com/PatrickMoorhead/status/1942948447281455188 https://x.com/PatrickMoorhead/status/1942725650152055227 https://x.com/PatrickMoorhead/status/1942963639134375952 https://x.com/PatrickMoorhead/status/1942967272626323730

Groq EU Data Center https://x.com/danielnewmanUV/status/1942400094852222989

Capgemini $3.3B WNS Acquisition https://www.reuters.com/en/frances-capgemini-buy-business-transformation-firm-wns-33-billion-2025-07-07/ https://www.reuters.com/en/frances-capgemini-buy-business-transformation-firm-wns-33-billion-2025-07-07/ (duplicate, but good for emphasis if you want!)

Tredence Agentic AI Playbook https://www.prnewswire.com/news-releases/tredence-launches-agentic-ai-playbook-for-cdaos-to-scale-enterprise-modernization-302500398.html

Apple Perplexity Deal https://thetechnologyexpress.com/apple-eyes-14b-deal-for-perplexity-ai-to-boost-search-and-challenge-google/ https://www.bloomberg.com/news/articles/2025-06-20/apple-executives-have-held-internal-talks-about-buying-ai-startup-perplexity https://finance.yahoo.com/news/dan-ives-says-apple-aapl-102802274.html

Microsoft & Replit “Vibe Coding” https://techcrunch.com/2025/07/08/in-a-blow-to-google-cloud-replit-partners-with-microsoft/

The Flip – NVIDIA Dominance https://x.com/danielnewmanUV/status/1942947771738104164 https://x.com/danielnewmanUV/status/1942722398501101954

Bulls & Bears – Futurum Equities AI 15 https://x.com/danielnewmanUV/status/1942378588948623468 https://x.com/danielnewmanUV/status/1942947187278987621 https://futurumequities.com/

Bulls & Bears – NVIDIA Earnings & Trends https://x.com/YahooFinance/status/1942546161279041868 https://x.com/YahooFinance/status/1942422381894492183 https://x.com/danielnewmanUV/status/1942550986570227807 https://x.com/danielnewmanUV/status/1942642005127127268 https://x.com/danielnewmanUV/status/1942722398501101954 https://x.com/danielnewmanUV/status/1942947771738104164 https://finance.yahoo.com/video/nvidia-stock-why-investors-bullish-220000250.html?guccounter=2

Bulls & Bears – CoreWeave Updates https://www.cnbc.com/2025/07/07/coreweave-to-acquire-core-scientific-in-9-billion-all-stock-deal.html https://www.cnbc.com/2025/07/03/coreweave-dell-blackwell-ultra-nvidia.html https://x.com/PatrickMoorhead/status/1941122315263283535

Bulls & Bears – SOFI Rapid Growth https://x.com/danielnewmanUV/status/1942367641123061833 https://x.com/SoFi/status/1942569679136120996 https://x.com/danielnewmanUV/status/1942617508743368921

Bulls & Bears – LangChain Unicorn Round https://techcrunch.com/2025/07/08/langchain-is-about-to-become-a-unicorn-sources-say/

Bulls & Bears – S&P 500 / Other https://x.com/TheTranscript_/status/1942219645743718797 https://www.youtube.com/watch?v=XhOwlEyJhOg https://www.youtube.com/watch?v=j_72m2LfLwM

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On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the latest tech news stories that made headlines. This week’s handpicked topics include:

Amazon’s 1 million robot milestone https://www.aboutamazon.com/news/operations/amazon-million-robots-ai-foundation-model

AI job losses and economic impacts https://techcrunch.com/2025/06/27/as-job-losses-loom-anthropic-launches-program-to-track-ais-economic-fallout/ https://www.reuters.com/business/world-at-work/microsoft-lay-off-many-9000-employees-seattle-times-reports-2025-07-02/

Intel Foundry Updates

https://www.reuters.com/business/retail-consumer/intels-new-ceo-explores-big-shift-chip-manufacturing-business-2025-07-02/

Tesla robotaxis: Game-changing or overhyped? https://www.barrons.com/articles/tesla-robotaxi-uber-stock-415b1a91

"Big Beautiful Bill" and economic growth https://qz.com/online-shopping-just-saw-its-biggest-drop-in-more-than-a-decade-survey-says https://finance.yahoo.com/video/trump-announces-us-vietnam-trade-145624832.html

Oracle's $30 billion cloud deal https://www.cnbc.com/2025/06/30/oracle-orcl-stock-cloud-deal.html

Robinhood and SoFi fintech success https://www.cnbc.com/2025/07/02/robinhood-stock-record.html https://x.com/danielnewmanUV/status/1940247427946357189 https://x.com/danielnewmanUV/status/1939795552738202064 https://www.investing.com/news/company-news/sofi-technologies-stock-hits-52week-high-at-1843-93CH-4117314 https://x.com/danielnewmanUV/status/1939688148155412527

HPE-Juniper acquisition https://finance.yahoo.com/news/hewlett-packard-hpe-surges-11-142505725.html

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Could AI make your job obsolete? Episode 265 of the Six Five Podcast tackles this question and other hot topics. Patrick Moorhead and Daniel Newman explore Amazon's AI-driven hiring slowdown and the potential impact on white-collar jobs. From HPE Discover highlights to OpenAI's legal battles with Microsoft, and a debate over the ethics of AI companies using copyrighted data for training, the boys are back with insightful commentary on the rapidly evolving tech landscape. This week’s handpicked topics include:

Intro: Recent events, including HPE Discover and the Six Five Summit
Amazon's Announcement About Workforce Reduction: This aligns with broader industry trends, where AI and automation are reshaping workforce needs across various sectors & spans Amazon's diverse operations, including physical AI and robotics in warehouses, autonomous delivery systems, and white-collar knowledge work. (The Decode)
Microsoft and OpenAI’s Partnership: Examining the complex relationship between Microsoft and OpenAI, and the definition and implications of “AGI,” Artificial General Intelligence. (The Decode) Intel's Strategic Moves: Analysis of Lip Bu Tan’s recent shifts at Intel, including its automotive division shutdown. Plus, speculation on Intel's future focus and strategy. (The Decode)
Fair Use and AI Training: A debate on the use of copyrighted material for AI training. (The Flip)
Market Performance and Earnings: A review of Micron's recent earnings and market performance, and a look at the overall market trends and AI-related stocks. (Bulls & Bears)
NVIDIA's Market Performance: NVIDIA stock climbs to all-time highs & the factors contributing to their success in the AI market. (Bulls & Bears)
AI and Market Competition: Multiple winners in the AI chip market and an analysis of potential market share for companies like AMD, NVIDIA, Broadcom, and Marvell. (Bulls & Bears)

For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.

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The girls are fighting! From Microsoft's reorganization signaling the potential end of SaaS, the (un)surprising public feud between Elon Musk and Donald Trump, and Broadcom's impressive AI chip performance, Pat and Dan cover it all! The handpicked topics for this week are:

Breaking News and Market Trends: Discussion of Microsoft's reorganization and its implications for SaaS. Analysis of the Trump-Elon Musk public feud. Broadcom's new chip and its impact on AI infrastructure.
Market Analysis and Earnings Reports: Overview of current market trends, including S&P 500 reaching 6,000. Examination of Tesla stock fluctuations. Analysis of Broadcom and HPE earnings reports.
AI and Technology Developments: Global Foundries' $16 billion investment in US chip production Broadcom's Tomahawk 6 chip and its significance for AI infrastructure.HPE's AI revenue growth and enterprise market share.
Navigating Industry Challenges: Discussion on the impact of political relationships on tech companies. Analysis of supply chain issues and their effect on earnings. Speculation on the future of physical devices and AI integration. Discussion on the potential impact of AI on job markets.
The Six Five Summit Preview: Teaser of high-profile speakers and AI-focused content, 100% virtual and free to attend, streaming June 16-19 at sixfivemedia.com/summit

For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.

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It’s NVIDIA Week! On Episode 263 of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman share a lively dialogue on the week's most compelling tech news and earnings reports. From new US chip software restrictions on China, and Salesforce's strategic acquisition of Informatica, to the latest tech earnings reports. This episode heats up! This week’s handpicked topics include:

NVIDIA Earnings Analysis: Breakdown of NVIDIA's strong quarterly performance despite trade restrictions with China. Key highlights for growth in the gaming, automotive, and networking segments.
Pure Storage Earnings Review: Discussion of Pure Storage's revenue beat and ARR growth slowdown. Insights on the company's pivot towards AI-ready data solutions.
Synopsys Earnings and China Impact: Analysis of Synopsys' earnings and the potential impact of new China restrictions. The company's suspension of guidance due to uncertainty in the Chinese market.
HP and Dell Earnings Comparison: Contrasting HP's challenges in the consumer PC market with Dell's strong AI-driven growth. Plus a discussion on Dell's significant $12 billion AI-related orders and backlog.
Coherent Investor Day Highlights: Overview of Coherent's investor day presentation and financial projections. - Discussion of the company's strategy in optical connectivity for AI and data centers.
US Manufacturing of iPhones Debate: Patrick argues for the potential of US-manufactured iPhones while Daniel counters with challenges in supply chain, workforce, and cost considerations in this segment of “The Flip.”
The Six Five Summit Preview: Teaser of high-profile speakers and AI-focused content, 100% virtual and free to attend, streaming June 16-19 at sixfivemedia.com/summit

For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.

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In this episode, Daniel Newman and Patrick Moorhead sit down with Jeetu Patel, President and Chief Product Officer at Cisco, to explore the transformative impact of AI on technology and business. Jeetu shares insights into Cisco's strategic focus on infrastructure, security, and partnerships to drive AI innovation. The handpicked topics for this week are:

AI and Industry Transformation: Discussion on the seismic shift in technology driven by AI with special guest: Cisco’s Jeetu Patel. Cisco's role in providing low-latency connectivity and reducing GPU idle time. Strategic investments and partnerships for networking and security infrastructure.
Microsoft Build Highlights: Comprehensive end-to-end development cycle offerings from Microsoft with a focus on Agentic Web and AI augmentation. Advancements in AI-assisted code development and security measures.
Google I/O Announcements: Launch of AI mode in search and upgrades to various AI tools. Introduction of real-time translation in meetings. Discussion on Google's competitiveness in the AI space.
Market and Economic Updates: Analysis of bond yields and auctions. Impact of potential new tariffs on EU trade. Discussion on Apple's manufacturing strategy and potential shift to US production.
Earnings Highlights: Strong results from Palo Alto Networks and Snowflake. Lenovo's impressive growth, particularly evident in infrastructure solutions. Expectations for NVIDIA’s upcoming earnings report. Indications of strong AI demand and stable CapEx spending.
The Six Five Summit Preview: Teaser of high-profile speakers and AI-focused content, 100% virtual and free to attend.

The Six Five Summit

Don't miss The Six Five Summit: AI Unleashed 2025 — a high-impact, four-day virtual event, June 16–19. Explore how the world’s leading companies are putting AI into action.

👉 Register now: https://www.sixfivemedia.com/summit

For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.

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Join your favorite hosts, Patrick Moorhead and Daniel Newman, as they unpack the week's most significant tech headlines. From surprising developments in the Middle East to groundbreaking announcements in data center technology and the electrifying buzz around AI, they leave no stone unturned. The handpicked topics for this week are:

Middle East Tech Investments and Partnerships: Major tech companies' involvement with Gulf countries and the significance of Western technology expansion in the region, including economic commitments and data center projects in Saudi Arabia and the UAE.
Qualcomm's Data Center Ambitions: Qualcomm's unexpected announcement of data center solutions. Analysis of Qualcomm's intellectual property and potential in the data center market. Comparison with competitors like AMD, Intel, and NVIDIA.
Market Reactions to Middle East Deals: Stock rallies for tech companies involved in Middle Eastern partnerships. Notable gains for Supermicro, NVIDIA, AMD, and Palantir. Pat & Dan’s analysis of market valuations and investor sentiment.
Cisco's AI Strategy and Financial Performance: Cisco's success in monetizing AI-related products and services. Double-digit revenue growth and exceeded AI revenue targets. Leadership changes and positioning for the "Age of AI.”
AI's Impact on Information Workers: Debate on AI replacing most information workers. Arguments for AI's potential to automate various job functions and counterpoints highlighting the limitations and current challenges of AI implementation.
The Six Five Summit Preview: Teaser of high-profile speakers and AI-focused content, 100% virtual and free to attend.

The Six Five Summit

Don't miss The Six Five Summit: AI Unleashed 2025 — a high-impact, four-day virtual event, June 16–19. Explore how the world’s leading companies are putting AI into action.

👉 Register now: https://www.sixfivemedia.com/summit

For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.

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This week on The Six Five Podcast, Patrick Moorhead and Daniel Newman are back from their travels and diving headfirst into the whirlwind of tech news! From big tech earnings and deepening trade tensions to the evolution of enterprise AI, SaaS disruption, and the shifting role of software agents, the duo breaks down what’s driving transformation across the tech landscape. The handpicked topics for this week are:

Market and Economic Updates: Discussion of the first trade deal between the UK and US. Analysis of tariff reductions and remaining trade barriers, and the implications for tech companies and services taxes.
Tech Company Earnings and Performance: @AMD's strong quarterly results, particularly in the datacenter and gaming sectors. @ARM's record-breaking quarter with $1 billion in revenue and Coherent, Lattice, and Astera Labs' recent performances and future prospects.
AI and Enterprise Technology Trends: @ServiceNow's Knowledge conference highlights and strategic direction. @IBMTechnology’s IBM Think event insights and the company's positioning in the AI market.
Regulatory and Policy Development: Reversal of AI diffusion laws and potential implications. Debate on the effectiveness of technology export controls.
Tech Stock Market Performance: Quick overview of tech stock performance and market reactions to earnings reports.
The Six Five Summit Preview: Teaser of high-profile speakers and AI-focused content.

For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.

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Tough times for tech as Apple AND Google face legal woes. This week on The Six Five Pod, Patrick Moorhead and Daniel Newman dissect the major developments shaping the tech landscape: From the DOJ's challenge to Google Chrome’s search dominance and Apple's legal battles over its app store policies. Get the expert breakdown on the implications for consumers and the future of these tech behemoths. The handpicked topics for this week are:

Google's Legal Challenges and Antitrust Issues: Discussion on Google's predicament with the DOJ's demand to sell Chrome, plus the examination of antitrust implications and the potential impact on consumer choice and competition.
Apple's Legal Setback and Potential Criminal Charges: Analysis of the judgment against Apple's in the Epic lawsuit regarding app payment services. Insight into the judge's strong stance against Apple's non-compliance and the possible pursuit of criminal charges against its executives.
Major Announcements from Nvidia and IBM: Overview of NVIDIA and IBM's significant investment announcements at the White House and a discussion on what these investments could mean for U.S. tech infrastructure and global competitiveness.
Taiwan's Ruling on TSMC's Chip Production: Exploration of Taiwan's decision to keep TSMC's leading-edge chip production local and the potential geopolitical and economic impact of this ruling for global semiconductor supply chains.
Intel's Foundry Day and 18A Variants: Insights into Intel's Foundry Day announcements, including updates on 18A variants, plus a look into Intel's strategy to attract major fabless customers and how this could affect the semiconductor industry.
Six Five Summit Announcement: Announcement of the upcoming Six Five Summit, "AI Unleashed 2025" from June 16-19. The opening keynote will be delivered by Michael Dell, along with a lineup of other prominent speakers. Visit www.SixFiveMedia.com/summit for more information on the virtual event!

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Buckle up! The Six Five Podcast is back, and Patrick Moorhead and Daniel Newman are diving headfirst into the week's tech news, from the latest AI showdowns to the escalating US-China trade war. Get ready for an action-packed breakdown! The handpicked topics for this week are:

Tariff and Trade Policy Whipsaw: Analysis on the recent tariff changes and exemptions, highlighting the extreme volatility in trade policy and its immediate repercussions.
Intel's Strategic Moves: The podcast covers Intel's decision to sell a majority stake in its Altera FPGA business to Silver Lake. This segment focuses on the implications of this move and the potential impact on Intel's future competitiveness in the AI and data center markets.
HPE and Activist Investor Involvement: Talking Elliott Management's stake in HPE and the potential influence of this activist investor on the company's strategy. Plus, a comparison of HPE's performance against key competitors like Dell and Cisco gives context for understanding the investor's motivations.
China and Advanced Chip Sales Debate: Pat and Dan engage in a simulated debate about the complexities of selling advanced chips to China. They weigh the potential economic benefits against the inherent national security risks, considering China's growing technological capabilities and long-term development strategies.
Market Volatility and Banking Sector Performance: The podcast analyzes how the current policy volatility is impacting bank trading revenues. It also discusses broader market trends, including the delays in IPOs and overall M&A activity, within the context of the current economic climate.
Predictions on Future Trade Deals: The hosts speculate on the likelihood and timing of potential upcoming trade agreements. They also discuss the increasing urgency for new deals to provide stability amid the current market conditions and to mitigate the potential for further economic disruption.

For more background on each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.

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"Is this Armageddon or just another Monday morning?" That's the question on everyone's mind as the tech world grapples with a whirlwind of AI hype, market volatility, and geopolitical maneuvering. Patrick Moorhead and Daniel Newman deliver their unfiltered perspectives on what's really happening. This week, they explore a handpicked selection of topics that go straight to the heart of the matter, including:

Google Cloud Next & Enterprise AI: A look at Google Cloud's announcements from Next 2025, and the company's efforts to differentiate itself through solutions like the Ironwood platform and its approach to enabling enterprise AI adoption.
Apple's Challenges with Tariffs: Analysis of Apple's vulnerability to US-China trade tensions and manufacturing relocation difficulties.
A Market in Turmoil: The conversation delves into the recent market downturn, exploring the complex interplay of trade wars, economic uncertainty, and investor sentiment.
The Tariff Tango: Is Trump's tariff strategy a 4D chess masterclass or a dangerous game of roulette? The hosts debate the potential consequences for the US economy and its global trading relationships.
Big Tech's Balancing Act: Amidst the chaos, the long-term outlook for tech giants like the MAG7 is examined, considering their resilience, growth potential, and ability to capitalize on AI-driven efficiencies.

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Is this the end, or just the beginning of a new chapter? This week on The Six Five, hosts Patrick Moorhead and Daniel Newman discuss the turbulent waters of a market reeling from trade war escalations and looming recession fears. But amidst the chaos, a long-term narrative emerges: the unstoppable force of AI. The handpicked topics for this week are: 1. Microsoft Copilot Consumer Announcements: A breakdown of Microsoft's latest consumer-focused Copilot features and their potential impact on user adoption and competition with other AI assistants.

Qualcomm's IoT Expansion: An overview of Qualcomm's acquisitions and strategies to build out its presence in the industrial IoT and edge computing sectors, focusing on the growing importance of edge data for AI.
Intel Vision Event Recap: A discussion of Intel's Vision event, with a focus on new CEO Lip-Bu Tan's messaging and the company's strategy for competing in the AI-driven future.
TSMC and Intel Partnership Rumors: A debate on the potential partnership between TSMC and Intel and an exploration of pros and cons for Intel and national security implications.
Bulls and Bears: Market Volatility:An analysis of the current market downturn, the factors driving investor uncertainty, and the long-term outlook for major tech companies amid this volatility.
AI's Power Consumption Problem and Solutions: An off-the-record discussion about the increasing energy demands of AI and the potential solutions being explored to address this challenge.

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From OpenAI’s $300 Billion Valuation to shake-ups at Intel and more, hosts Patrick Moorhead and Daniel Newman dive into the week's biggest tech stories with a very special guest: Pat Gelsinger. Get ready for insights and unfiltered perspectives you won't hear anywhere else. The handpicked topics for this week are:

AI Model Mania: From the latest from OpenAI, Microsoft, and Google, we break down the key AI announcements and what they mean for the future of the industry.
The OpenAI Valuation Debate: Is OpenAI's $300 billion valuation justified? We go head-to-head on this hot topic, exploring the factors driving investor enthusiasm and potential risks.
Pat Gelsinger's Next Chapter: We sit down with Pat Gelsinger to discuss his new roles as Executive Chairman of Gloo and General Partner at Playground Global, delving into his passion for deep tech innovation and the future of faith-based technology.
Semiconductor Sovereignty: Pat Gelsinger shares his views on the critical importance of US semiconductor manufacturing and the ongoing efforts to strengthen domestic supply chains.
Powering the AI Revolution: The increasing power demands of AI, and the crucial need for more efficient computing architectures to sustain future growth.

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Hosts Patrick Moorhead and Daniel Newman are back on Episode 254 of The Six Five Pod. They discuss the tech news stories that made headlines this week, with key takeaways from the NVIDIA GTC conference, macroeconomic signals in big tech, and more. The handpicked topics for this week include:

NVIDIA's GTC 2025: Taking AI beyond the hype, Jensen Huang's vision for enterprise AI is promising. The rapidly expanding hardware pipeline is setting the stage for a dramatic market shift. But can these companies deliver?
AI Chip Showdown: NVIDIA's dominance isn't going unchallenged. Hyperscalers are building their own chips, sparking a debate on whether the AI chip landscape is about to get a lot more competitive.
Google's Wiz Deal: Risk vs. Reward? A $32 billion gamble raises crucial questions. Will regulators allow it? And does this move signal a new era of tech M&A, or is it a regulatory minefield?
MAG7 in the Hot Seat: Market uncertainty is hitting the tech giants hard, MAG7 are looking a little less shiny ✨Is the time to buy NOW? Or is this just the beginning of a larger correction?
SoftBank's AI Play: The Ampere acquisition hints at a strategic power move. Is SoftBank building an AI empire, and what does it mean for the future of data center tech?

Watch the full episode and be sure to subscribe to The Six Five Pod so you never miss an episode.

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On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the latest tech news stories that made headlines. This week’s handpicked topics include:

ServiceNow's major acquisition of Moveworks https://www.reuters.com/technology/servicenow-buy-ai-firm-moveworks-29-billion-tap-new-customers-2025-03-10/

Intel's new CEO: Lip-Bu Tan takes charge https://x.com/danielnewmanUV/status/1899153069470011865 https://x.com/PatrickMoorhead/status/1900229243524833302 https://www.linkedin.com/posts/daniellouisnewman_intel-ceo-activity-7305692820848136193-xUr-?utm_source=share&utm_medium=member_desktop&rcm=ACoAAA84rLgBlQEgE9kmL8ASHTy8Nkn-OcyGjwc https://x.com/YahooFinance/status/1899934659716202665 https://finance.yahoo.com/video/intel-ceo-brings-stability-investors-133356850.html

TSMC's rumored joint venture in the U.S.

https://www.reuters.com/technology/tsmc-pitched-intel-foundry-jv-nvidia-amd-broadcom-sources-say-2025-03-12/

Oracle's earnings miss amid the recent “market meltdown” https://www.cnbc.com/video/2025/03/10/oracle-misses-on-quarterly-results-raises-dividend-by-25-percent.html

Adobe's record revenue but cautious guidance

https://finance.yahoo.com/news/adobe-stock-tumbles-despite-record-120849371.html

AI trade and recession risks

https://x.com/danielnewmanUV/status/1900288442795479151 https://x.com/PatrickMoorhead/status/1898127308332187715

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Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:

MWC Wrap-Up

https://x.com/PatrickMoorhead/status/1897644077958725984

https://x.com/PatrickMoorhead/status/1896980302494621856

https://x.com/PatrickMoorhead/status/1897271496063537479

https://x.com/PatrickMoorhead/status/1897260017260118242

https://x.com/PatrickMoorhead/status/1897275407956631987

https://x.com/PatrickMoorhead/status/1897315734075928768

https://x.com/PatrickMoorhead/status/1897324890929422364

https://x.com/PatrickMoorhead/status/1897327150585528503

https://x.com/danielnewmanUV/status/1897768085433495572

Salesforce Agentforce 2dx

https://www.salesforce.com/news/press-releases/2025/03/05/agentforce-2dx-news/

https://venturebeat.com/ai/salesforce-launches-agentforce-2dx-pushing-autonomous-ai-deep-into-enterprise-workflows/

https://www.cio.com/article/3840122/salesforce-takes-on-hyperscalers-with-agentforce-2dx-updates.html

https://www.cxtoday.com/crm/salesforce-launches-agentexchange-strengthens-agentforces-ecosystem/

Broadcom Q1FY25 Earnings

https://x.com/danielnewmanUV/status/1897318547245662290

https://x.com/danielnewmanUV/status/1897759473483288852

https://investors.broadcom.com/news-releases/news-release-details/broadcom-inc-announces-first-quarter-fiscal-year-2025-financial

https://www.cnbc.com/2025/03/06/broadcom-avgo-earnings-report-q1-2025-.html

https://www.investors.com/news/technology/avgo-stock-broadcom-fiscal-q1-2025-earnings/

https://finance.yahoo.com/news/broadcom-forecasts-second-quarter-revenue-212446731.html

Marvell Q4FY25 Earnings

https://investor.marvell.com/2025-03-05-Marvell-Technology,-Inc-Reports-Fourth-Quarter-and-Fiscal-Year-2025-Financial-Results

https://www.barrons.com/articles/marvell-technology-earnings-stock-price-9d0fa9cd

https://www.investors.com/news/technology/mrvl-stock-marvell-misses-q1-sales-whisper-number/

https://finance.yahoo.com/news/marvell-plunges-forecast-trails-loftiest-214523669.html

HPE Q1FY25 Earnings

https://x.com/danielnewmanUV/status/1897764313768825021

https://www.hpe.com/us/en/newsroom/press-release/2025/03/hewlett-packard-enterprise-reports-fiscal-2025-first-quarter-results.html

https://www.cnbc.com/2025/03/06/hewlett-packard-enterprise-hpe-q1-earnings-report-2025.html

https://finance.yahoo.com/video/hpe-stock-sinking-over-mixed-212020407.html

https://www.investors.com/news/technology/hpe-stock-hpe-earnings-q42024/

Tariffs Impact on Tech

https://x.com/PatrickMoorhead/status/1897209988910551359

https://x.com/danielnewmanUV/status/1896605525221245318

https://x.com/danielnewmanUV/status/1896662541390241929

https://x.com/danielnewmanUV/status/1896903202827579696

https://www.politico.com/news/2025/03/05/trumps-tariffs-are-already-rattling-californias-tech-sector-00213828

https://www.theverge.com/604742/trump-tariffs-canada-mexico-china-updates

https://x.com/danielnewmanUV/status/1897768085433495572

TSMC and Intel

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.

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:

TSMC & Broadcom Eye Control Of Intel?

https://x.com/PatrickMoorhead/status/1890534596305199444

https://x.com/PatrickMoorhead/status/1890754946821222816

https://x.com/PatrickMoorhead/status/1890577982206460078

https://x.com/PatrickMoorhead/status/1890754949845274750

https://x.com/danielnewmanUV/status/1891189011835727903

https://x.com/danielnewmanUV/status/1891902924634140900

https://www.barrons.com/articles/intel-stock-price-tsmc-broadcom-353ca9d9

https://finance.yahoo.com/news/intel-stock-pulls-back-from-record-rally-as-analysts-note-barriers-to-potential-deals-with-tsmc-broadcom-183207050.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAJpQvcuN74hvyRnTUyDFWaJS2MJJGmjwzD_92TrTyZj2R5PCKkrxYfqGguZCIdE0K37bX5V752FrR6qL1-BLDIxNGvUJ-mrdSAsHCPo79XLsG3H4Fv5Zr6_rDkM8y6pb0ON_EzIor8h8tVb_giEKEwCHB9vNaQciY3V7LIFjt3mx

https://www.wsj.com/tech/broadcom-tsmc-eye-possible-intel-deals-that-would-split-storied-chip-maker-966b143b

Lenovo Q3FY25 Earnings

https://news.lenovo.com/pressroom/press-releases/q3-fy-2024-25/#:~:text=Revenue%20grew%2020%25%20year%2Don,Reporting%20Standards%20(HKFRS)%20basis.

https://www.reuters.com/technology/lenovos-q3-revenue-jumps-20-pc-industry-recovers-2025-02-20/

https://www.stocktitan.net/news/LNVGY/lenovo-group-third-quarter-financial-results-2024-ljkkqskfq2ue.html

What HP Acquiring Humane Means for AI

https://x.com/danielnewmanUV/status/1891981440625369418

https://fortune.com/2025/02/19/hp-humane-deal-ai-pin-shutting-down/

https://finance.yahoo.com/news/hp-inc-hpq-acquires-humane-215402894.html

Groking Grok-3

https://x.com/danielnewmanUV/status/1891845938404012528

https://x.com/danielnewmanUV/status/1891988379631239487

https://x.com/PatrickMoorhead/status/1891829617800982706

https://www.reuters.com/technology/artificial-intelligence/musks-xai-unveils-grok-3-ai-chatbot-rival-chatgpt-chinas-deepseek-2025-02-18/

https://www.nbcnews.com/tech/tech-news/musk-xai-releases-grok-3-rcna192670

Apple iPhone 16e And Its New Modem

https://x.com/danielnewmanUV/status/1892294426027823194

https://x.com/PatrickMoorhead/status/1892291469139996926

https://www.wsj.com/tech/apple-iphone-se-new-chip-3cf0cdb2

https://www.cnbc.com/2025/02/19/apple-unveils-iphone-16e-with-ai-.html

Microsoft Majorana 1 Quantum

https://x.com/danielnewmanUV/status/1892341026955596241

https://news.microsoft.com/source/features/innovation/microsofts-majorana-1-chip-carves-new-path-for-quantum-computing/

https://www.cnbc.com/2025/02/19/microsoft-reveals-its-first-quantum-computing-chip-the-majorana-1.html

https://www.theverge.com/news/614205/microsoft-quantum-computing-majorana-1-processor

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.

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:

Cisco Gets AI Lift, All-In On DPUs

https://x.com/danielnewmanUV/status/1889786849536926064

https://x.com/PatrickMoorhead/status/1890121941169893739

https://investor.cisco.com/news/news-details/2025/CISCO-REPORTS-SECOND-QUARTER-EARNINGS/default.aspx

https://blogs.cisco.com/datacenter/fortify-your-data-center-with-new-cisco-n9300-series-smart-switches

https://www.nextplatform.com/2025/02/11/cisco-cuts-network-costs-by-welding-nexus-switch-to-amd-dpu/

DOGE & Tech Impact

https://www.washingtonpost.com/education/2025/02/13/doge-education-department-cuts/

https://x.com/PatrickMoorhead/status/1890028722193076526

https://www.npr.org/2025/02/11/nx-s1-5290288/doge-savings-billions-contracts-musk-trump

https://www.ntd.com/musk-says-doge-providing-tech-support-to-white-house-improving-outdated-technology_1047468.html

https://thehill.com/policy/technology/5133585-elon-musk-doge-reforms/

https://www.nbcnews.com/tech/tech-news/elon-musk-doge-usaid-treasury-government-rcna190450

Lattice Semi Q4FY24 Earnings

https://x.com/danielnewmanUV/status/1889057474327777571

https://ir.latticesemi.com/news-releases/news-release-details/lattice-semiconductor-reports-fourth-quarter-and-full-year-2024

https://finance.yahoo.com/news/lattice-semiconductor-corp-lscc-q4-070740185.html

Elon Makes A Play For OpenAI

https://x.com/danielnewmanUV/status/1888954766950281579

https://www.nytimes.com/2025/02/10/technology/elon-musk-openai-bid.html

https://thehill.com/policy/technology/5142737-elon-musk-open-ai-sam-altman/

https://www.reuters.com/markets/deals/elon-musk-led-group-makes-974-billion-bid-control-openai-wsj-reports-2025-02-10/

https://www.bbc.com/news/articles/cpdx75zgg88o

CAPEX Spending Still On A Tear (Told Ya')

https://x.com/danielnewmanUV/status/1888254807216881959

https://finance.yahoo.com/news/big-tech-set-to-invest-325-billion-this-year-as-hefty-ai-bills-come-under-scrutiny-182329236.html

Intel Rising, But Why?

https://x.com/PatrickMoorhead/status/1890054026332418390

https://finance.yahoo.com/news/intel-stock-skyrockets-12-u-165931216.html

https://www.cnbc.com/2025/02/11/intel-rises-after-vp-vance-promises-to-safeguard-american-ai-and-chips.html

https://www.fool.com/investing/2025/02/11/why-intel-stock-is-soaring-today/

https://x.com/danielnewmanUV/status/1890141617539150324

JD Vance Lays Out US AI Case In Paris; Will EU Ever Change?

https://www.foxnews.com/politics/deregulatory-flavor-jd-vance-lays-out-vision-paris-future-ai-under-trump

https://x.com/PatrickMoorhead/status/1889304155350618414

https://x.com/PatrickMoorhead/status/1889290891916927315

https://www.cnn.com/2025/02/11/tech/jd-vance-ai-regulation-paris-intl/index.html

https://www.npr.org/2025/02/12/nx-s1-5290257/vice-president-vance-lays-out-ai-vision-very-different-from-biden-administrations

https://www.euronews.com/2025/02/11/jd-vance-challenges-europes-excessive-regulation-of-ai-at-paris-summit

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.

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:

Qualcomm Q1FY25 Earnings

https://x.com/PatrickMoorhead/status/1887253686423863659

https://x.com/danielnewmanUV/status/1886838173063585999

https://x.com/danielnewmanUV/status/1887256254361575534

https://www.qualcomm.com/news/releases/2025/02/qualcomm-announces-first-quarter-fiscal-2025-results

https://www.cnbc.com/2025/02/05/qualcomm-qcom-q1-earnings-report-2025.html#:~:text=Earnings%20per%20share%3A%20%243.41%2C%20adjusted,%2410.93%20billion%20expected

Arm Q3FY25 Earnings

https://x.com/PatrickMoorhead/status/1887253686423863659

https://x.com/danielnewmanUV/status/1886838173063585999

https://x.com/danielnewmanUV/status/1887254976025727414

https://newsroom.arm.com/news/arm-q3-fye25-results

https://www.investopedia.com/arm-holdings-earnings-q3-fy-2025-8785973

AMD Q4FY24 Earnings

https://x.com/PatrickMoorhead/status/1886895779757088888

https://x.com/PatrickMoorhead/status/1886912623423230369

https://x.com/danielnewmanUV/status/1886838173063585999

https://x.com/danielnewmanUV/status/1886892031294796102

https://x.com/danielnewmanUV/status/1886884498421268609

https://x.com/danielnewmanUV/status/1887116522285359533

https://ir.amd.com/news-events/press-releases/detail/1236/amd-reports-fourth-quarter-and-full-year-2024-financial

https://www.cnbc.com/2025/02/04/amd-earnings-report-q4-2024.html

Amazon Q4FY24 Earnings

https://x.com/danielnewmanUV/status/1887609783471226935

https://x.com/danielnewmanUV/status/1887608976373915721

https://x.com/danielnewmanUV/status/1887615023725306222

Alphabet Q4FY24 Earnings

https://x.com/PatrickMoorhead/status/1886889370315317435

https://x.com/PatrickMoorhead/status/1887113807580828016

https://x.com/danielnewmanUV/status/1886839409112191189

https://x.com/danielnewmanUV/status/1886838173063585999

https://x.com/danielnewmanUV/status/1886884498421268609

IBM Investor Day

https://x.com/danielnewmanUV/status/1886840970630873567

https://x.com/danielnewmanUV/status/1886841336592003541

https://x.com/danielnewmanUV/status/1886841702801187143

https://x.com/danielnewmanUV/status/1886842675468378178

https://x.com/danielnewmanUV/status/1886843221264707710

https://x.com/danielnewmanUV/status/1886844259132751968

https://x.com/danielnewmanUV/status/1886845332903866666

https://x.com/danielnewmanUV/status/1886846140424790053

https://x.com/danielnewmanUV/status/1886847808512167976

https://x.com/danielnewmanUV/status/1886850412361490904

https://x.com/danielnewmanUV/status/1886852003021668458

https://x.com/danielnewmanUV/status/1886840111746187533

Coherent Q2FY25 Earnings

https://www.coherent.com/news/press-releases/second-quarter-fiscal-year-2025-results

https://finance.yahoo.com/news/coherent-corp-cohr-q2-2025-071533486.html

https://www.valuethemarkets.com/analysis/coherent-corps-earnings-surge-exceeds-expectations

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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Want to know more about Coherent’s quarterly results? Get the details directly from Coherent CEO, Jim Anderson, Hosts Patrick Moorhead and Daniel Newman share a conversation on the evolving dynamics at Coherent and their vision for the future in tech.

Tune in as they cover 👇

Coherent's key role in the AI revolution: Discover how the company is contributing to the rapid growth of datacom and AI technologies
The power of a diverse industrial business: Learn about the often-overlooked industrial segments and their importance to Coherent's overall success
Building a winning culture: Jim emphasizes the critical role of cultural attributes in driving innovation and maintaining a competitive edge

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On this episode of the Six Five Webcast - Infrastructure Matters, hosts Camberley Bates, Keith Townsend, and Dion Hinchcliffe discuss the latest developments and challenges in the tech industry. The discussion delves into IBM's recent successes, Intel's ongoing struggles, and the unfolding saga of a remarkable technology known as DeepSeek.

Their discussion covers:

The factors contributing to IBM's current upswing and what it indicates about their strategic direction.
Intel's challenges amidst a competitive semiconductor market and potential strategies for recovery.
An in-depth look into the DeepSeek technology, its implications, and why it's a topic of continuous interest.

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On this episode of the Six Five Webcast: Infrastructure Matters, hosts Camberley Bates, Keith Townsend, and Dion Hinchcliffe share a conversation on the AI industry, its leadership, competitive landscape, and the infrastructural challenges and opportunities it presents.

Their discussion covers:

The pivotal role of CEOs in steering their companies through AI transformation and the strategic importance of AI in future corporate success.
The intense competition for both talent and data essential for creating powerful AI models, highlighting the efforts of giants like OpenAI, Meta, and Anthropic.
Details about Project Stargate, a massive $500 billion endeavor by leading tech firms aimed at pioneering advanced AI models to ensure US competitiveness on the global stage.
The emergence of China's DeepSeek AI as a significant rival to the dominance of US-based AI initiatives.

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Mainframes are not only here to stay—they’re leading the way!

This powerful tech is not only alive but thriving, powering 74% of the world's transactional workloads. From banking to shopping, the mainframe is the backbone of our digital world, offering unmatched security, resilience, and performance. 💪

But there's a catch: with a generation of mainframe experts heading into retirement, the industry needs fresh talent! 👨‍💻👩‍💻

Diana Blass is joined by subject matter experts from various companies including Broadcom, Interskill, The Linux Foundation, and The Futurum Group, for a conversation on how organizations are investing heavily in training and development programs to bridge the skills gap.

Watch this episode of Six Five Connected for more on:

Why mainframe skills are in high demand
Open-source initiatives and hybrid cloud integrations keeping the technology at the forefront of innovation
The evolution of mainframe technology and its importance in today's digital world
Strategies shared by The Futurum Group to foresee industry trends and prepare the mainframe ecosystem for future challenges

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The rise of AI is revolutionizing industries, but can we harness the power of AI while minimizing its environmental impact?

Six Five Media host Daniel Newman met with two industry leaders: Monica Batchelder, Chief Sustainability Officer, and Kirk Bresniker, Chief Architect of Hewlett Packard Labs and a Hewlett Packard Enterprise Fellow, both from Hewlett Packard Enterprise to discuss this critical topic.

Tune in as they discuss ⤵️

• The sheer scale of AI's energy consumption and the urgent need to mitigate its impact on the climate crisis

• Holistic strategies for reducing the carbon footprint of AI deployments, including innovative data center designs and optimized operations

• The vital role of future-proof initiatives that promote collaboration among governments, businesses, and society in pursuing sustainability.

• Cutting-edge cooling technologies that are dramatically boosting energy efficiency in data centers.

• The sustainability implications of edge computing, including both the challenges and opportunities related to energy usage.

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:

DeepSeek Panic or Joy?

https://x.com/PatrickMoorhead/status/1882937702951379398

https://x.com/PatrickMoorhead/status/1883122284648624190

https://x.com/PatrickMoorhead/status/1883865746176156096

https://x.com/PatrickMoorhead/status/1883926761987260892

https://x.com/PatrickMoorhead/status/1883976154987872352

https://x.com/PatrickMoorhead/status/1883956139164831985

https://x.com/PatrickMoorhead/status/1883981761794941113

https://x.com/PatrickMoorhead/status/1883998475689562507

https://x.com/PatrickMoorhead/status/1884003102514426350

https://x.com/PatrickMoorhead/status/1884022614160728093

https://x.com/PatrickMoorhead/status/1884204733839106273

https://x.com/PatrickMoorhead/status/1884310526106427898

https://x.com/PatrickMoorhead/status/1884670408038752733

https://x.com/PatrickMoorhead/status/1884973348188217692

https://x.com/danielnewmanUV/status/1884627766135398784

https://x.com/danielnewmanUV/status/1884372146304213401

https://x.com/danielnewmanUV/status/1884264060213923916

https://x.com/danielnewmanUV/status/1883954747482243205

https://x.com/danielnewmanUV/status/1883994547715481823

https://x.com/danielnewmanUV/status/1883890084128211004

https://x.com/danielnewmanUV/status/1883930419529236623

https://x.com/danielnewmanUV/status/1883910247720665453

https://x.com/danielnewmanUV/status/1883731469056811102

https://x.com/danielnewmanUV/status/1883553089682067477

Azure Disappoints While AI Soars

https://x.com/PatrickMoorhead/status/1884720577631707324

https://x.com/danielnewmanUV/status/1884732896193253850

https://x.com/danielnewmanUV/status/1884710180966867177

https://www.microsoft.com/en-us/investor/earnings/fy-2025-q2/press-release-webcast

https://finance.yahoo.com/news/microsoft-stock-moves-lower-after-q2-cloud-revenue-fell-short-of-expectations-165353435.html

https://seekingalpha.com/news/4400733-microsoft-demonstrates-ai-monetization-growth-outside-of-infrastructure

IBM Up 12 Percent 😳

https://x.com/PatrickMoorhead/status/1884713446161473854

https://x.com/danielnewmanUV/status/1884718264363688395

https://finance.yahoo.com/news/why-ibm-stock-14-today-172603965.html

https://www.barrons.com/articles/ibm-earnings-stock-price-2a003e02

Intel Resets Datacenter Roadmap

https://www.intc.com/news-events/press-releases/detail/1726/intel-reports-fourth-quarter-and-full-year-2024-financial

https://uk.finance.yahoo.com/news/intel-forecasts-first-quarter-revenue-210400965.html

https://finance.yahoo.com/news/intel-reports-q4-beats-on-top-and-bottom-line-stock-rises-on-foundry-revenue-outlook-181745845.html

https://www.cnbc.com/2025/01/30/intel-intc-q4-earnings-report-2024.html

https://www.investing.com/news/stock-market-news/intel-reports-q4-earnings-beat-but-offers-weak-guidance-3841003

https://x.com/PatrickMoorhead/status/1885093188278362314

https://www.linkedin.com/posts/cnbc-overtime_shares-of-intel-moved-higher-after-beating-activity-7290845243422187520-hr7s?utm_source=share&utm_medium=member_desktop

https://x.com/danielnewmanUV/status/1885090618176680019

ServiceNow Agents-Agents-Agents

https://x.com/PatrickMoorhead/status/1884719256421441605

https://x.com/danielnewmanUV/status/1884716549862240402

https://www.servicenow.com/company/media/press-room/fourth-quarter-full-year-2024-financial-results.html

https://www.investors.com/news/technology/servicenow-stock-servicenow-earnings-q42024/

https://www.cio.com/article/3813359/servicenow-adds-ai-agent-orchestrator-studio-to-its-now-platform.html

https://www.ciodive.com/news/ServiceNow-AI-agent-portfolio-enterprise-automation/738685/

SAP Rinse & Repeat

https://news.sap.com/2025/01/sap-announces-q4-and-fy-2024-results/

https://finance.yahoo.com/news/saps-q4-earnings-revenues-y-124800410.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.

View Details

On this episode of the Six Five Webcast: The 5G Factor, host Ron Westfall, along with analyst Olivier Blanchard, dive into the latest developments in the mobile and AI landscapes. They discuss DeepSeek R1, Galaxy Unpacked, and the prospects of operators like AT&T and Verizon using their real estate and AI infrastructure to monetize AI services are examined.

Their discussion covers:

The introduction of DeepSeek's R1 model, its impact on AI ecosystems, and the geopolitical considerations involving NVIDIA.
Samsung's unveiling of new Galaxy devices aimed at enhancing AI mobile experiences.
The potential for operators like AT&T and Verizon to monetize their AI capabilities and real estate assets.

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The World Economic Forum is always a hotbed of ideas, and this year, the focus was squarely on AI 🎯 Daniel Newman and Patrick Moorhead caught up with Cisco’s EVP & Chief Product Officer Jeetu Patel to get his thoughts on the event and his take on AI and the keys to unlocking economic growth.

Tune in as they cover:

Cisco's approach to innovation and product development
The importance of hybrid and sovereign AI clouds & areas where Cisco can add unique value, like AI security
Cisco’s role working with hyperscalers and providing solutions for both training and inferencing
The future of work and collaboration technologies over the next 3-5 years is Agentic AI
Strategies for leading in a hybrid work environment
Jeetu Patel's vision for the technological future of Cisco

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Could CEO's role in AI success be counterintuitive? Hear from Lenovo's Global Solutions Group President, Ken Wong, as he chatted with Daniel Newman and Patrick Moorhead last week at the WEF in Davos, Switzerland. They discuss that strong leadership is essential in AI implementation but hands-on involvement may hinder progress.

Catch this segment of The View From Davos as they cover👇

Lenovo's role in addressing global challenges and its journey in AI adoption
The transition from experimenting with Gen AI to implementing and scaling these solutions for Lenovo's customers
How Lenovo is using its own AI solutions to streamline processes, like contract negotiations, and sharing those learnings with customers
The challenges and imperatives that CEOs and CIOs are currently facing
Ken’s takeaways & highlights from Davos

View Details

Davos 2025 was packed with ideas, inspiration, and crucial updates in tech.! The Swiss town was teaming with leaders from across tech, government, and finance converging to discuss the future.

Catch Patrick Moorhead and Daniel Newman fresh off a week of incredible meetings and conversations as they share their thoughts on the key trends, innovations, and strategic outcomes from the event including 👇

AI is THE dominant theme: From CEOs to policymakers, everyone is focused on how AI will reshape our world.
Sustainability takes center stage: Companies and governments are showing a genuine commitment to decarbonization and energy efficiency, with insightful discussions on the role of technology in achieving these goals.
Optimism abounds: Despite global challenges, there's a sense of hope and excitement about the future, driven by innovation, deregulation, and a focus on growth.

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NTT is a top 15 global tech company with nearly $100B in revenue and 340K employees worldwide. What many people don’t realize is they’re much more than a telecom provider – they’re also a major player in enterprise IT services, data centers, and even renewable energy. Six Five Media is with Will Townsend, Vice President & Principal Analyst at Moor Insights & Strategy, as he sits down with with Vito Mabrucco, Global Chief Marketing Officer at NTT to digest the 2024 NTT R&D Forum held in Tokyo, Japan—a premier event that brings together top tier people, technologies, and research, fostering a sustainable society through innovation.

Tune in to hear about 👇

Highlights from the NTT R&D Forum, emphasizing its role in uniting technology and research for sustainability
Insights into IOWN INTEGRAL, an all-photonic network architecture
An exploration of how the IOWN initiative is being implemented and its expected impact on networking and AI, illustrating NTT's commitment to innovation and sustainability
How their tech can handle data-intensive applications like AI, especially where power consumption and efficiency are major concerns
The strategic vision behind the R&D Forum and the IOWN initiative, highlighting NTT's pursuit of building a sustainable future through technological advancement
Other R&D projects in the works, including: optical cryptographic circuits and non-invasive health monitoring technologies

View Details

What’s the REAL cost of cyberattacks?

🚨Over 54% of enterprises have been attacked in the last 12-18 months, with breach costs averaging $5 MILLION.

Futurum Group CEO, Daniel Newman, is joined by NetApp's GM of Data Services, Gagan Gulati, on this episode of the Six Five On The Road for a conversation on the critical findings from the NETAPP–FUTURUM GROUP CYBER RESILIENCE STUDY and the evolving cybersecurity threats necessitating new resilience strategies.

Key topics include:

The startling statistics from The NetApp – Futurum Group Cyber Resilience Study, including over 54% of enterprises experiencing cyber-attacks within the last 12-18 months and the significant impact on businesses.
The crucial role of data classification in cyber resilience, with insights on how it affects the recovery capabilities of organizations.
Strategies for addressing cyber-threats in hybrid multi-cloud environments, including the adoption of automated data discovery and unified security practices.
The potential of AI-driven threat detection and the importance of full-stack recovery to enhance cyber resilience.
Gagan Gulati's insights into NetApp’s perspective on dealing with tool sprawl, evolving threat landscapes, and strategizing for future cybersecurity challenges.

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On this episode of the Six Five Webcast - Infrastructure Matters, hosts Camberley Bates, Keith Townsend, and Dion Hinchcliffe discuss the latest industry moves, the federal government's stance on cybersecurity, Lenovo and NetApps initiatives, and more.

Their discussion covers:

Lenovo and NetApp's strategic initiatives and what these mean for the tech industry
The federal government's latest directives on cybersecurity and how they impact businesses
Dion Hinchcliffe's predictions for the tech industry, focusing on emerging trends and challenges
The importance of collaboration between tech giants in shaping the future of technology
How these developments affect enterprise technology decisions and the broader market landscape

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On this episode of the Six Five Webcast: The 5G Factor, hosts Ron Westfall and Tom Hollingsworth delve into the significant 5G ecosystem developments that have marked the onset of 2025. They highlight Cisco's recent update on its strategic relationship with Boost Mobile, demonstrating how Cisco's Test Automation Framework and SDN controller, the Cisco Crosswork Network Controller, were crucial in testing new services and activating cell sites. This ensured Boost Mobile met its 5G deployment targets, while also evaluating the future prospects for Boost's parent company, Echostar/DISH Wireless, through 2025 and beyond.

Their discussion covers:

The impact of Cisco's Test Automation Framework and Cisco Crosswork Network Controller in facilitating Boost Mobile's 5G service deployment and site activation.
An analysis of Echostar/DISH Wireless's future in the 5G space following the latest developments with Boost Mobile.
Nokia's collaboration with the National Institute of Standards and Technology’s National Cybersecurity Center of Excellence to enhance 5G security, highlighting Nokia's commitment to address security and privacy challenges in mobile networks.
The U.S. Department of Defense’s selection of Federated Wireless, subcontracting JMA Wireless for RAN infrastructure and HPE for core network software, to deploy its first commercial private 5G network. This move spotlights the growing business case for P5G across military installations.

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There’s no question – AI is top of mind for businesses and governments alike and the focus is shifting from infrastructure to implementation & value derivation. Patrick Moorhead and Daniel Newman were joined by Hewlett Packard Enterprise's President & CEO, Antonio Neri, last week in Davos. In their conversation, Neri emphasizes HPE's commitment to making technology equitable and sustainable, their strategic positioning in AI, and the role of hybrid cloud in AI applications.

Tune in as they cover 👇

Sovereign AI initiatives by various governments
HPE’s edge-to-cloud platform, GreenLake and partnerships with companies like NVIDIA and Juniper to deploy and scale AI solutions with ease
Fostering a culture of experimentation and learning to unlock the full potential of AI
Antonio Neri's perspective on global tech trends and their impact on the enterprise sector
The role of sustainability and ethical considerations in HPE's corporate strategy
Key insights into HPE's collaboration and partnership strategies for the future

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With an upcoming raise close to $1B LogicMonitor must be doing a few things right, right? Get the download straight from LogicMonitor's Chief Executive Officer Christina Crawford Kosmowski and hosts Patrick Moorhead and Daniel Newman at the WEF in Davos.They discuss the future landscape of technology and how LogicMonitor is prioritizing innovation while making sure systems work as they should. Get their take on:

AI as the dominant theme at this year’s WEF
LogicMonitor’s recent $800M funding round and an exciting new partnership with OpenAI
How LogicMonitor is helping organizations monitor and manage the performance and cost of LLMs
Discussing the crucial role of observability and infrastructure monitoring in the age of AI and hybrid cloud
Christina's vision for LogicMonitor in the coming years

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Daniel Newman had a fascinating "walk and talk" at Davos with Ericsson's Head of Enterprise Wireless Solutions, Åsa Tamsons. ❄️ AI & tech innovation demands that we push connectivity to the edge. Get their take on cutting-edge developments in enterprise wireless solutions and the future of connectivity. Tune in as they discuss 👇

The evolving landscape of enterprise wireless solutions
The importance of investing in network infrastructure for global competitiveness
Responsible resource management, even as networks scale to accommodate growing data demands
The potential of edge computing to power real-time applications like video analytics and AI-driven solutions
Ericsson’s collaborations with partners to unlock the full potential of edge connectivity

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You could be carrying an AI agent in your pocket. 📲

Olivier Blanchard, Research Director & Practice Lead, AI, Futurum, and Anshel Sag, Principal Analyst, Moor Insights & Strategy, are at the Samsung Galaxy Unpacked event where they’re joined by Samsung Electronics America's Brad Haczynski, SVP and General Manager for B2B Mobile eXperience. They share a conversation on Samsung's reveal of the, Galaxy S25 series, packed with powerful AI capabilities for this episode of Six Five On The Road.

Tune in for details on:

Brad Haczynski's insights into the Galaxy S25
Samsung’s AI strategy to empower businesses & professional with productivity and efficiency
How Samsung's newly created AI agent will influence businesses
Approaches adopted by Samsung to ensure privacy and create a secure environment for businesses utilizing mobile technology, with a special focus on AI implementations

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Cisco CEO Chuck Robbins gives us his state of the market from Davos. Learn what he is saying below ⬇️

Patrick Moorhead, Daniel Newman, and Chuck spoke about, wait, you guessed it…. #AI, but Chuck connected the dots on its transformative nature from infrastructure to security. Plus, we got the scoop on the future of Agentic AI and Cisco’s ongoing transformation.

Specifically learn:

How AI is driving Cisco's evolution: From infrastructure to security, Cisco is integrating AI across its portfolio
The next frontier of Agentic AI: Imagine a network administrator that's an AI agent
Cisco's transformation continues: The company’s pivot to recurring revenue and software, with AI driving further growth
The role of technology in addressing global challenges
Key takeaways from the Davos meeting for businesses and governments

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2024 was a great year for AI awareness building. Infosys EVP Anand Swaminathan, Infosys EVP, believes 2025 will be a pivotal year for organizations to unlock the true potential of AI to drive meaningful impact. Host Patrick Moorhead gets his thoughts on this and more on The View From Davos. Tune in as they discuss ⤵️

AI driving product reimagination and process simplification across industries
Infosys’s approach to innovation and how it’s shaping the future of business
Small Language Models (SLMs) are gaining traction for business-specific purposes
Creating a culture of innovation and embracing AI within large organizations
Utilizing AI to drive tangible revenue growth

Learn more at Infosys.

Watch the video, and be sure to subscribe to our YouTube channel, so you never miss an episode.

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AI is accelerating everything…including energy demand and climate change? Patrick Moorhead and Daniel Newman are at WEF25 where they’re joined by AccuWeather's Dr. Joel N. Myers, Founder and Executive Chairman for this installment of The View From Davos. Dr. Myers shares insights on the critical role of weather forecasting in global decision-making and climate change adaptation strategies.

Tune in for these key takeaways:

How much we can expect the rise of AI to increase energy demand in the next 10+ years
Fusion energy? Why it could be the ultimate solution but its widespread availability remains uncertain
The future of weather prediction and its implications for the global community.
The evolution of weather forecasting technology and its impact on global business and safety.
Fostering a culture of innovation for successful AI implementation

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🔥 Did you know? Groq is rivaling giants like Google Gemini and Amazon Bedrock in LangChain's API usage! Daniel Newman & Patrick Moorhead catch Groq CEO Jonathan Ross to get his take on AI's exponential growth and why Groq is poised to dominate the inference market.

🎧 Tune into this segment of The View From Davos for more on:

AI’s Exponential Growth: AI is evolving at an incredible pace, driven by the doubling of chips and transistors. Groq is uniquely positioned to capitalize on this with their data center-level approach
Energy Efficiency: Groq's architecture uses 1/3 the energy of traditional GPUs, a major advantage in a world increasingly focused on sustainability
Massive Capacity: Groq is ramping up production to 2 million chips this year, rivaling NVIDIA's output
Global Inference Network: With deployments in Saudi Arabia and beyond, Groq is building a truly global inference network
Jonathan also hinted at a potential 4nm chip in the works... 👀

Learn more at Groq.

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What's Qualcomm's CEO Cristiano Amon saying from Davos?

He has great optimism for growth and the crucial role of collaboration between public-private partnerships in driving progress. Find out why below ⬇

Hosts Daniel Newman and Patrick Moorhead are back with another interview on The View From Davos. They met up with Qualcomm's Cristiano Amon, President and Chief Executive Officer, to discuss the latest tech advancements and market trends observed at this year’s WEF. Cristiano shares his valuable insights from the forum including his optimism for growth and the crucial role of collaboration between public-private partnerships in driving progress.

Check out the full interview for more on:

AI in real-world applications and tangible value creation with are top of mind for business and government leaders
Edge computing is key to unlocking AI's potential: Latency, privacy, and cost are driving a shift towards distributed computing power
The lines between cloud and edge are blurring
Qualcomm’s role in powering AI innovation across industries, from mobile to automotive to industrial IoT
A new era of IoT is dawning: Advances in AI, edge computing, and connectivity are creating opportunities for a resurgence of the Internet of Things.

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How important is open source to the future of AI and are we at human-level intelligence yet?

Patrick Moorhead and Daniel Newman are joined by Meta's Yann LeCun , VP & Chief AI Scientist for a conversation on the latest AI developments and insights from WEF25 in this segment of The View From Davos.

Get their take on:

The importance of open source for accelerating AI development and
Going beyond LLMs: LeCun imagines future AI systems will understand the physical world, reason, plan, and have persistent memory
The role of AI in addressing global challenges
Insights into future AI projects at Meta
Yann LeCun’s perspective on ethical AI and its governance

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What trends can organizations expect in DevOps? Host Mitch Ashley is joined by Johnny Halife, Founder & Chief Technology Officer at SOUTHWORKS, on this episode of the DevOps Dialogues, for a conversation on leveraging DevOps strategies for smarter and faster business outcomes.

Their discussion covers 👇

How SOUTHWORKS employs DevOps strategies for more intelligent and swift outcomes
Key tactics to streamline workflows, manage high-stakes projects effectively, and anticipate the future of DevOps practices
The direct impact of DevOps strategies on improving business outcomes
Strategies SOUTHWORKS uses to successfully manage high-stakes software development projects
Their recipe for successful DevOps initiatives

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Get the download from Davos on AI, Regulation, and the Future of Business

The convergence of finance, tech, government, and regulation is creating a pivotal moment placing AI, regulation, and the future of business at the forefront. Daniel Newman and Patrick Moorhead continue to bring exclusive WEF25 coverage with The View From Davos in this conversation with Fox Rothschild's Matthew Kittay, Partner; National Co-Chair, M&A Team. They share thoughts on the global economic outlook, key trends in mergers and acquisitions, and insights from the Davos meeting.

Key Takeaways:

AI's impact and the need for thoughtful regulation are dominating discussions
Inflection Point: changes in leadership and societal priorities (think DEI and sustainability) are reshaping how businesses approach innovation, especially concerning AI
Where AI Meets Law: 66% of general counsels expect lawyers to use AI, but only 33% want AI used on their clients
Fiduciary Duty in the Age of AI: Boards and executives are grappling with how to integrate AI responsibly
Unprecedented Scale: While we've seen tech waves before (internet, social media, crypto), AI's breadth and depth are unprecedented

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There’s no question about it – AI is changing the workforce across entire industries and ecosystems. Can employers build trust while implementing AI? Patrick Moorhead and Daniel Newman are joined by Workday's Jim Stratton, Chief Technology Officer on this segment of The View From Davos, for a conversation on the transformative power of AI, responsible implementation, and the evolving landscape of work.

Tune in as they cover:

Key themes and technology trends emerging from Davos
How Workday is contributing to the global technology landscape
Jim Stratton's vision for the future of work and innovation at Workday
The impact of global economic changes on technology strategies
The importance of transparency and human-machine to ensure responsible use of AI, especially in HR and talent management

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Helena Capital aims to break barriers with its focus on female-led tech companies. Join Patrick Moorhead and Daniel Newman as they sit down with Sarah Antor, the powerhouse behind Helena Capital. Sarah isn't just another VC - she's leading the charge in a revolution that's reshaping the future of investment.

💥 Why this is a must-watch:

AI & Sustainability Collide: Discover how Helena Capital is backing startups that are weaving AI and decarbonization technologies into the very fabric of global supply chains
Female Founders Take Center Stage: Sarah reveals why investing in women-led businesses isn't just about social impact, it's a smart financial strategy
Davos Decoded: Get an exclusive insider's look at the key takeaways from WEF25 and how they'll impact the future of innovation and investment

Stay tuned for more as we continue to decode key takeaways at Davos.

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When it comes to cybersecurity, AI may be a double-edged sword.

You may be used to news reporters or journalists covering this big event, but we are here to go one step further, connecting the dots between tech, finance, and policy.

Six Five Media’s “The View From Davos” brings you slightly different perspectives & analysis from technology industry analysts, Patrick Moorhead and Daniel Newman.

Today they are joined by Check Point Software President, Rupal Shah Hollenbeck, to talk on the evolving landscape of cybersecurity, focusing on current threats like AI, ransomware, and deepfakes.

Get their take on:

The impact of artificial intelligence on cybersecurity strategies
Cyberattacks on the rise with ransomware attacks skyrocketing by 90%
AI is accelerating innovation, but also creating certain openings for cybercriminals with the prevalence of deepfakes & ransomware
Check Point Software's approach to combating these digital threats
Insights into future cybersecurity trends and preparedness

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Many SMBs and remote-based enterprises are facing soaring infrastructure costs.

On this episode of DevOps Dialogues, host Mitch Ashley is joined by StorMagic's Chief Product Officer Bruce Kornfeld, to look at the evolving landscape of virtualization and HCI (Hyper-Converged Infrastructure).

Their discussion covers:

The current state of virtualization technology and its market implications
Challenges businesses face with traditional virtualization solutions
Advantages of alternative HCI and virtualization technologies compared to VMware
StorMagic’s role in providing innovative virtualization and cost-effective solutions with its SvHCI platform
Future trends in HCI and virtualization technology

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The age of AI is here, and data is its fuel. But could storage limitations be holding us back? Conversations at SC24 explored this challenge diving into the SSD vs. HDD debate, and the latest advancements like Solidigm's 122TB SSD – a game-changer that can hold 4K copies of every '90s movie 2.6 times over! 🤯

Tune in for more on this critical piece of the AI race as Diana Blass, Patrick Moorhead, Keith Townsend break down the latest in solid-state drive technology and their importance in AI and big data landscapes with Solidigm's Avi Shetty and Dell Technologies' Geeta Vaghela.

This episode covers👇

The unveiling of Solidigm’s 122 TB SSD
The growing necessity for high-density storage solutions in modern computing
How Solidigm and Dell Technologies are addressing the AI-driven demand for data storage
The potential impact of high-capacity SSDs on enterprise storage strategies
Insights into future storage technologies and trends

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New insights from Davos ❄️ – the future of AI is about value creation.

Has AI reached a pivotal point? IBM’s Rob Thomas believes it’s time to move beyond experimentation and to focus on generating real value with AI.

Patrick Moorhead and Daniel Newman are joined by IBM's Rob Thomas, SVP, Software and Chief Commercial Officer, for a conversation on IBM's recent initiatives and his take on the future of AI in this installment of The View from Davos.

Tune in as they cover ⤵️

IBM's strategic priorities and how they are shaping the future of technology and business
Insights into the latest trends and innovations discussed at Davos
The power of speed: AI’s ability to drastically accelerate processes – cutting cycle times from 6 months to 4 hours
The role of Open Source & avoiding vendor lock-in to fostering collaboration for AI adoption
Their take on building sustainable, ethical, and secure technology solutions for the future

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On this episode of the Six Five Webcast: The 5G Factor, hosts Ron Westfall and Tom Hollingsworth discuss the promising future of 5G technology in 2025, focusing on Open RAN, direct-to-cell satellite communications, and digital out-of-home (DOOH) applications. They dive into the early efforts by the US NTIA to administer the $1.5 billion Public Wireless Supply Chain Innovation Fund to encourage Open RAN development, with a keen eye on supply chain and national security considerations, citing the Salt Typhoon cybersecurity incident as a critical factor.

Their discussion covers:

The potential impact and benefits of the $1.5 billion Public Wireless Supply Chain Innovation Fund for Open RAN development, focusing on supply chain resilience and national security.
An analysis of the pros and cons of federal funding in the technology sector, specifically regarding Open RAN, including how US DoD mandates for private 5G on military bases could influence its adoption.
Future projections for the satellite industry, moving towards integrated multi-orbit space networks, and how this shift will redefine satellite communications.
T-Mobile's acquisition of Vistar Media and its strategic move to capitalize on the accelerating momentum within the DOOH advertising market for 2025 and beyond.
Debates on how federal initiatives and industry acquisitions might reshape the landscape of 5G, satellite communications, and advertising technologies, setting the stage for innovation and growth.

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The future of work is here, and it's powered by AI. But are we prepared?

As businesses navigate the complexities of AI implementation, talent scarcity, technical hurdles, and the need for interdisciplinary skills emerge as significant barriers.

In the second installment of Dell Technologies’ “AI & Us” series, Six Five Media host David Nicholson is with Cynthia Breazeal, Dean for Digital Learning at MIT Media Lab, and Vivek Mohindra, SVP of Corporate Strategy at Dell Technologies, to share actionable strategies to proactively build an AI-skilled workforce. Their conversation covers:

How AI is transforming every aspect of society – creating a need to equip everyone, from K-12 students to business leaders, with the knowledge and skills to thrive in an AI-powered world
Bridging the skills gap through collaboration between academia, industry, and governments
How MIT Media Lab is developing innovative AI curriculum and tools, while Dell Technologies is focused on upskilling its workforce and providing responsible AI infrastructure
The importance of diverse voices and perspectives in its design and development to ensure that AI benefits everyone
Addressing the need for creating inclusive learning opportunities and pathways for underrepresented groups
Ethical and responsible AI development for data privacy, algorithmic bias, and the societal impact of AI

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Curious about what the technology industry analyst angle is at Davos?

From AI and automation to sustainability and geopolitics, Six Five Media founders, Daniel Newman, CEO at The Futurum Group, and Patrick Moorhead, Founder & CEO at Moor Insights & Strategy, are on the ground at the World Economic Forum. They are capturing the key trends and insights shaping the future of business and technology, from a slightly different perspective than what you're used to.

Watch the latest episode of this special coverage for exclusive interviews and analysis, focusing on the “re-ordering” of priorities like sustainability, agentic AI, automation, productivity, and more.

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Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:

Microsoft Wants to Drive Enterprise Trial With Copilot Chat

https://x.com/PatrickMoorhead/status/1879597031024677133

https://x.com/PatrickMoorhead/status/1879241736339226809

https://x.com/danielnewmanUV/status/1879549528518349233

https://www.cnbc.com/2025/01/15/microsoft-launches-consumption-based-microsoft-365-copilot-chat.html

https://www.theverge.com/2025/1/15/24344214/microsoft-365-copilot-chat-agents-pricing-availability

https://www.microsoft.com/en-us/microsoft-365/blog/2025/01/15/copilot-for-all-introducing-microsoft-365-copilot-chat/

Biden Leaves Trump an AI Regulation Love Note

https://x.com/PatrickMoorhead/status/1879199517305643304

https://x.com/PatrickMoorhead/status/1878811851863240803

https://x.com/PatrickMoorhead/status/1878785441073180961

https://x.com/PatrickMoorhead/status/1878809410732208267

https://x.com/PatrickMoorhead/status/1878810280173445493

https://x.com/danielnewmanUV/status/1878785161019420720

https://apnews.com/article/biden-ai-artificial-intelligence-chips-computer-trade-4495b5b4a48e856dc612e7abe3e47d20

https://www.nytimes.com/2025/01/13/us/politics/biden-administration-rules-artificial-intelligence.html

UK Leads in Antitrust Innovation, This Time With Google

https://x.com/PatrickMoorhead/status/1879199517305643304

https://www.yahoo.com/tech/uk-opens-antitrust-investigation-into-googles-search-practices-140002739.html

https://www.wsj.com/tech/google-comes-under-u-k-investigation-over-search-services-56669488

https://www.reuters.com/technology/uks-antitrust-regulator-investigate-googles-search-services-2025-01-14/

Meta Lays Off Low Performers - World Shrieks

https://x.com/danielnewmanUV/status/1879935527463375325

https://www.cnbc.com/2025/01/14/meta-targeting-lowest-performing-employees-in-latest-round-of-layoffs.html

https://www.forbes.com/sites/chriswestfall/2025/01/16/leaked-zuckerberg-memo-warns-of-meta-layoffs-and-intense-year-ahead/

Will Lenovo’s Infinidat Drive Enterprise Value?

https://x.com/MattKimball_MIS/status/1879895270961369271

https://news.lenovo.com/pressroom/press-releases/lenovo-to-acquire-infinidat-further-expanding-enterprise-storage-portfolio/

https://www.forbes.com/sites/moorinsights/2025/01/16/lenovos-acquisition-of-infinidat-what-are-the-likely-impacts/

https://www.calcalistech.com/ctechnews/article/hktw5qup1g

Why World Isn’t Bored with TSMC Earnings

https://x.com/danielnewmanUV/status/1879875752193151155

https://x.com/danielnewmanUV/status/1879892831252488689

https://pr.tsmc.com/english/news/3201

https://finance.yahoo.com/news/tsmc-profit-beats-estimates-rapid-053439748.html

https://www.barrons.com/articles/tsmc-taiwan-semi-earnings-stock-price-3e48b96c

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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Infleqtion is developing groundbreaking quantum solutions for a variety of industries, including telecommunications, data centers, and financial centers. Diana Blass is joined by Infleqtion CEO Matthew Kinsella, Evan Salim, Quantum Fellow & Lead Prototype Engineer, and Christina Willis, Director, Government Affairs & Senior Optical Scientist on this episode of Six Five Connected for a conversation on how quantum technology has transitioned from academic research to enterprise applications.

Tune in as they cover:

The evolution of quantum technologies from theoretical exploration to commercial readiness
The development and impact of atomic clocks and quantum computers in various sectors
How Infleqtion is committed to bringing quantum solutions to market
Quantum’s journey from a lab at the University of Colorado Boulder to Infleqtion
Insight into how their leadership is driving quantum technology forward

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On this episode of the Six Five Webcast - Infrastructure Matters, hosts Camberley Bates, Keith Townsend, and Dion Hinchcliffe dive into the announcements from CES 2025 and their implications for data centers and data infrastructure moving forward.

Their discussion covers:

Nvidia's groundbreaking launch at CES 2025, featuring the Project Digits personal AI supercomputer, the GB-200 data center superchip equipped with 72 Blackwell GPUs, and the debut of the Cosmos AI-friendly world model.
The evolution and growing significance of scale-out and parallel file systems in facilitating AI workloads within enterprises.
Emerging demands for more sophisticated integration and management of AI-focused data pipelines, spotlighting the roles of data lakes, streaming data, and vector databases.
The accelerated transition towards more efficient and compact solid-state storage solutions, driven by the intensive needs of AI computing environments.

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Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:

Meta Goes Community Notes, Eliminates Moderators

https://about.fb.com/news/2025/01/meta-more-speech-fewer-mistakes/

https://www.nbcnews.com/tech/social-media/meta-ends-fact-checking-program-community-notes-x-rcna186468

https://www.cnn.com/2025/01/07/tech/meta-censorship-moderation/index.html

https://www.nytimes.com/2025/01/07/business/meta-community-notes-x.html

NVIDIA Outlines Its Next Big Strategic Opportunity Beyond Datacenter AI

https://x.com/danielnewmanUV/status/1877017274038816880

https://x.com/PatrickMoorhead/status/1876462528664093040

https://x.com/PatrickMoorhead/status/1876465642569924951

https://x.com/PatrickMoorhead/status/1876480309363085709

https://x.com/danielnewmanUV/status/1876741533841625561

https://x.com/danielnewmanUV/status/1876470717010883010

https://x.com/danielnewmanUV/status/1876479043039887824

NVIDIA Widens Enterprise Software Mote With Agents

https://x.com/PatrickMoorhead/status/1876472310800220521

https://x.com/PatrickMoorhead/status/1876465642569924951

https://x.com/danielnewmanUV/status/1876470717010883010

https://x.com/danielnewmanUV/status/1876479043039887824

NVIDIA Gets Into Developer Desktops: A Notebook Pipe-Cleaner?

https://x.com/PatrickMoorhead/status/1876483206100468026

https://x.com/danielnewmanUV/status/1876466691695366274

https://finance.yahoo.com/video/ces-2025-huang-unveils-nvidia-020000890.html

Qualcomm Expands Auto Empire & Lowers PC Entry Price Points

https://www.qualcomm.com/news/releases/2025/01/qualcomm-brings-industry-leading-ai-innovations-and-broad-collab

https://www.yahoo.com/tech/snapdragon-x-chip-qualcomm-targets-160000403.html

https://www.fool.com/investing/2025/01/09/qualcomms-budget-pc-chips-dont-solve-its-biggest-p/

AMD Goes Big With Dell & Targets Apple M4 With Max

https://x.com/PatrickMoorhead/status/1876351468292436168

https://x.com/PatrickMoorhead/status/1876353826976104883

https://x.com/danielnewmanUV/status/1876349164411637791

Intel Reiterates Go-Forward Strategic Priorities

https://x.com/PatrickMoorhead/status/1876311455420793340

https://x.com/PatrickMoorhead/status/1876331758805016850

https://x.com/danielnewmanUV/status/1876391430601720015

https://x.com/danielnewmanUV/status/1876308195851080058

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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Who will take the lead in the AI automotive race? 🚗💨 Host Olivier Blanchard is joined by Dipti Vachani, SVP & GM, Automotive Business at Arm on this episode of the Six Five On The Road at CES 2025 to discuss how Arm aims to shape innovation in the automotive industry, highlighting its contributions to the next generation of AI-enabled vehicles.

Their discussion covers 👇

The biggest automotive technology trends in 2025
How Arm leverages its smartphone and datacenter market expertise in the automotive industry
Arm’s role in fostering collaborations within the automotive ecosystem to streamline and expedite development processes
The widespread adoption of Arm technology across various vehicle applications by partners

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The PC is back in the spotlight 🔆 and Dell unveiled a slew of innovations at CES 2025. On this episode of Connected with Diana Blass, we get the inside scoop from several experts at Dell Technologies and Dell’s Alienware team on their CES 2025 product showcase.

Key takeaways:

Dell is bringing AI to the edge, integrating powerful MPUs from Intel, Qualcomm, and AMD into its new line of laptops, meaning faster, more efficient performance for demanding workloads
Simplified Portfolio: Dell has streamlined its PC lineup with three clear categories: Dell, Dell Pro, and Dell Pro Max
Dell is committed to using recycled materials and reducing its environmental impact
Insights on how these innovations address current tech trends
The impact of these products on the future of personal and professional computing
Their vision for the evolution of computing devices

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Area-51 Gaming PC’s are Back! 👽 Dell Technologies has showcased a ton of innovations at CES 2025. On this episode of Six Five On The Road, host Anshel Sag, Principal Analyst, Moor Insights and Strategy is joined by Alienware General Manager, Matt McGowan, for a conversation on the highly anticipated announcements from Alienware, a subsidiary of Dell Technologies, continuing its tradition of unveiling cutting-edge gaming technology.

Their discussion covers 👇

• The reintroduction of the iconic Area-51 product line, its legacy, and its significance in the gaming community

• How the feedback from the gaming community influenced the new generation of Area-51 desktops and laptops, emphasizing customization and upgradeability

• The inspiration behind the new design language for the Area-51 laptops, and Alienware's vision for the future of gaming products

• An overview of Alienware Elite Care, a new customer support initiative, and the exclusive benefits it offers to ensure an unparalleled gaming experience

• The unveiling of the Alienware 27 4KQD-OLED display alongside the Area-51 lineup and how this flagship monitor enhances the gaming experience

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CES 2025 is in full swing and Dell has some major announcements. On this episode of Six Five On The Road, host Olivier Blanchard is joined by Kevin Terwilliger, VP and GM of PC Portfolio Management at Dell Technologies, for a conversation on Dell’s strategic innovations ahead of CES 2025.

They cover the following ⤵️

• A sneak peek into Dell's AI PC strategy unveiling at CES 2025, including key trends and the opportunities it presents

• Insights into the IT customer and end-user dynamics driving the AI PC market and the strategic positioning of Dell's new lineup

• The importance of silicon diversity in Dell's innovation strategy, with a focus on partnerships with leading tech companies like Intel, Qualcomm, and Delta

• Dell's commitment to sustainability and the circular economy across its new PC portfolio

• Strategies for engineering AI PCs that evolve with AI technologies to meet the future needs of both businesses and consumers

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For many, the AI PC revolution can’t come fast enough. So how do we speed it up? Host Olivier Blanchard, Research Director & Practice Lead, Artificial Intelligence Devices at The Futurum Group, is joined by Dell Technologies' Jon Siegal, SVP, Dell Product Marketing, on this episode of the Six Five On The Road. They share in-depth analysis on the benefits of AI PCs and accelerating adoption of AI in personal computing.

Tune in as they cover:

The rise of hybrid AI: AI workloads moving beyond the cloud to the edge and devices
Dell Pro AI Studio: A free toolkit that simplifies AI development and deployment, allowing developers to "build once, run anywhere"
AI PCs: These high-performance, energy-efficient machines can empower developers and enable new use cases like offline RAG models and on-device translation
Dell's initiatives to boost on-device AI capabilities and innovation through the integration of Neural Processing Units (NPUs)
The current landscape of AI PC adoption and how customers are utilizing Dell’s AI solutions in their day-to-day operations

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Despite recent concerns about the overall AI PC market, Dell Technologies is proving that the future of this tech is more than just hype. Host Patrick Moorhead is with Jeff Clarke, Vice Chairman and Chief Operating Officer of Dell Technologies on this episode of Six Five On The Road. They discuss how Dell is bolstering its AI PC endeavors through strategic partnerships, and what future AI advancements might look like.

Tune in for details on:

AI PCs progressing from a "what if" to a reality. They discuss whether the AI PC era has commenced and if the market is primed for these advances
A look at Dell's partnerships across the technological spectrum, emphasizing collaboration in silicon innovation and AI PC market penetration
Dell's strategic advantage in the burgeoning AI PC market. How their strong R&D, vast supply chain, and deep customer relationships may give them an edge
Future predictions for AI technology and its implications for consumers and businesses alike

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On this episode of the Six Five Podcast, host Daniel Newman is joined by Micron Technology's Russ Meyer, Senior Vice President of NAND Technology Development, for a conversation on the groundbreaking advancements in NAND technology. Micron, a leading name in memory and storage solutions, has recently unveiled a series of innovative products, including the world’s fastest data center SSD and the revolutionary G9 NAND technology, marking a significant leap in the storage industry.

Their discussion covers:

Micron's back-to-back announcements of cutting-edge products and their impact on the technology ecosystem.
Insights into the Micron G9 NAND’s unique features and its positioning as the industry’s first in many aspects.
The rationale behind Micron’s shift in naming its NAND technology to reflect industry generation, moving away from the traditional layer count.
Micron’s strategy on leading NAND transitions, ensuring that announced NAND technology is not just a promise but a present reality in the market.
The significance of the 2650 SSD powered by G9 TLC NAND, highlighting its performance benefits and value proposition amidst industry competition.

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On this episode of the Six Five Webcast - Infrastructure Matters, hosts Camberley Bates and Keith Townsend discuss industry investments, with a particular focus on the fields of data management, AI, and cybersecurity. They delve into why these sectors are currently being seen as winners in the venture capital space, revealing the key trends and innovations driving their unprecedented growth.

Their discussion covers:

The surge in investment within AI, how it's shaping the future of technology, and its implications for industry standards.
Insight into the data management sector, including new advancements and the importance of data security.
A deep dive into cybersecurity measures and the increasing need for robust security frameworks to protect against evolving threats.
The emergence of unicorns (startups valued at over $1 billion) in these sectors and what it means for the global tech ecosystem.
Future predictions for investments in technology, and how current trends might shape the industry dynamics in the coming years.

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How to speed up GenAI? Find out how on this episode of Six Five On the Road at AWS re:Invent with host Keith Townsend and Elastic’s Ken Exner, CPO, for a conversation on how Elastic is at the forefront of accelerating generative AI (GenAI) innovation.

Fast track this ⤵️

Insights into the adoption of generative AI applications among Elastic's customer base and how Elastic facilitates the acceleration of Gen AI initiatives.
Future directions for Elastic’s product portfolio with the integration of AI and machine learning.
Developer feedback on Elasticsearch’s usage in GenAI projects and its prominence as the top vector database.
The launch of Elastic Cloud Serverless and Elastic's commitment to balancing usability with flexibility for both developers and end-users.
A reflection on Elastic’s product developments in the past year and anticipations for innovations in 2025.

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Enterprise RAG? CEO of Elastic Ashutosh Kulkarni sat down with our host Daniel Newman at AWS re:Invent 2024. They touched on how Elastic is driving generative AI adoption by empowering developers with tools and partnerships, focusing on efficiency and integration within the AWS ecosystem, and aiming to lead the enterprise AI sector in 2025.

Specific highlights covered ⤵️

Drivers behind Elastic's strong momentum in generative AI adoption and their efforts to help customers accelerate their GenAI projects.
Insights into the newly announced Elastic AI Ecosystem and its role in aiding developers to navigate AI product choices and integrations more efficiently.
The significant influence of the AWS partnership on Elastic’s strategic directions and key takeaways from this collaboration.
Elastic's achievements in 2024 within the enterprise tech landscape.
Future prospects for Elastic and the evolving enterprise AI sector in 2025.

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The cloud ops landscape is evolving at lightning speed ⚡ from simple web servers to serverless functions and now, the explosion of AI workloads. 🤯

Hosts Daniel Newman and Patrick Moorhead are joined by Amazon Web Services' Nandini Ramani, Vice President of Search and Cloud Ops, on this episode of Six Five On The Road at AWS re:Invent, for a conversation on AWS's latest innovations in cloud operations, spotlighting the integration of AI and machine learning to elevate efficiency and performance.

Their discussion covers:

The evolution of cloud operations challenges over the years and AWS's approach to addressing them
Lessons learned from AWS's 17+ years in operation and their impact on the development of cloud services
Integrating AI and machine learning in cloud operations for enhanced efficiency and performance
An introduction to the Ops-i-tron concept and its significance in cloud operations
Exploring the new "Explore Related" button and its role in simplifying troubleshooting across interconnected services

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Pop quiz:

What is an AI factory? 🏭

David Nicholson is joined by Dell Technologies' Vice President of Product Management for Artificial Intelligence and Data Management, Chad Dunn on this episode of Six Five On The Road at SC24. They discuss Dell's advancements in Generative AI (GenAI) Solutions and the unveiling of the Dell AI Factory.

Tune in for details 👇

The emerging needs of enterprises in Generative AI and how Dell is addressing them through infrastructure, security, and sustainability
The biggest roadblocks to Generative AI adoption, including data preparation and the complexity of coding for GenAI applications
An overview of what's new in the Dell AI Factory, highlighting advancements in servers, GPUs, and the expansion of the Dell Enterprise Hub
Dell’s set of pre-built blueprints and solutions that accelerate customers’ journey to generative AI, from infrastructure to software and services
Priority use cases for enterprises in GenAI and customer success stories showcasing the impact of these technologies

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Unstructured data is the next frontier for AI: think video, audio, and more. David Nicholson is joined by Dell Technologies' Vice President of Product Management for Artificial Intelligence and Data Management Chad Dunn for a conversation on the strategic importance of high-quality data and the dynamic capabilities of the Dell Data Lakehouse in facilitating effective AI workloads.

Highlights include ⤵️

Data quality is paramount: "Garbage in, expensive garbage out" applies more than ever in the age of generative AI
Dell’s Data Lakehouse: This intelligent platform helps organizations extract, prepare, and analyze data for AI workloads, including both structured and unstructured data with tools like Apache Spark and Trino
Customer experiences: The evolving landscape of data challenges in large enterprises
Pushing the boundaries: Dell's approach to managing unstructured data and integrating AI Factory visions into Lakehouse functionalities

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On this episode of the Six Five Webcast Infrastructure Matters, hosts Camberley Bates and Dion Hinchcliffe discuss takeaways from AWS re:Invent, developments in Quantum computing, open source LLMs and more!

Their discussion covers:

The American Society for AI and its discussions around open source LLMs
AWS re:Invent announcements such as S3 Enhancements, Amazon Q, Bedrock and more.
Developments in quantum computing, including new quantum chips from Google and IBM

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On this episode of the Six Five Webcast - The 5G Factor, dive into the recent strategic moves by Alianza, Ericsson, and Nokia that are set to reshape the competitive landscape of the 5G ecosystem by 2025. Host Ron Westfall along with guest, Tom Hollingsworth, explore the implications of these developments and what they signal for the future of 5G and beyond.

Their discussion covers:

Alianza's acquisition of Metaswitch from Microsoft and its impact on cloud-native and AI services in the communications industry.
The role of Ericsson Antenna System in driving antenna evolution and enhancing network capabilities in North America.
How Nokia is preparing for 6G with its focus on 3GPP Release 20, emphasizing network energy efficiency and 5G-Advanced enhancements.

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Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:

Arm & Qualcomm Lawsuit In The Jury’s Hands

https://x.com/PatrickMoorhead/status/1868634026589769830

https://www.reuters.com/legal/arm-qualcomm-make-closing-cases-chip-license-dispute-trial-2024-12-19/

https://www.laptopmag.com/ai/copilot-pcs/arm-qualcomm-snapdragon-chip-legal-dispute

https://www.businessinsider.com/arm-qualcomm-trial-delaware-nuvia-chip-license-2024-12

NVIDIA Updates Robotics Chip & ReDrafter

https://www.wsj.com/tech/ai/nvidia-introduces-device-aimed-at-small-companies-hobbyists-3972ae41

https://x.com/danielnewmanUV/status/1869161088316510382

https://x.com/danielnewmanUV/status/1869860599242334343

https://9to5mac.com/2024/12/18/apple-collaborates-with-nvidia-to-research-faster-llm-performance/

https://machinelearning.apple.com/research/redrafter-nvidia-tensorrt-llm

https://finance.yahoo.com/news/nvidia-apple-boost-llm-inference-095917343.html

Chip Makers Under Trump Administration

https://x.com/PatrickMoorhead/status/1868998497669988414

https://www.aljazeera.com/economy/2024/12/19/as-trump-two-point-o-looms-taiwans-chip-industry-braces-for-upheaval

Google Gemini Improvements

https://x.com/PatrickMoorhead/status/1869069567546233006

https://gemini.google.com/updates

https://www.tomsguide.com/phones/google-pixel-phones/googles-gemini-2-0-update-will-supercharge-your-phone-3-changes-to-try-first

Micron Q1FY25 Earnings

https://x.com/danielnewmanUV/status/1869552496797995346

https://x.com/danielnewmanUV/status/1869493680756949262

https://investors.micron.com/news-releases/news-release-details/micron-technology-inc-reports-results-first-quarter-fiscal-2025

https://finance.yahoo.com/news/micron-stock-plummets-as-weak-outlook-overshadows-ai-opportunity-153503152.html

Is SaaS Over + AgentForce 2.0 Launch

https://x.com/danielnewmanUV/status/1869427316629348677

https://x.com/PatrickMoorhead/status/1869415222412259551

https://www.businesswire.com/news/home/20241217795822/en/Introducing-Agentforce-2.0-The-Digital-Labor-Platform-for-Building-a-Limitless-Workforce

https://www.salesforce.com/news/press-releases/2024/12/17/agentforce-2-0-announcement/

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.244-01

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AWS re:Invent 2024 included big updates for Kubernetes on AWS.

Host Daniel Newman is with Amazon Web Services' Barry Cooks, Vice President of AWS Kubernetes, for an insightful conversation on the future of Kubernetes on AWS on this episode of the Six Five On The Road at AWS re:Invent. They explore the latest innovations and the strategic vision shaping the growth of Kubernetes services within the AWS ecosystem.

Tune in for more on ⬇️

The announcements of Amazon EKS Hybrid Nodes, Amazon EKS Auto Mode, and other cutting-edge developments
Open-source collaboration: How AWS champions the Kubernetes community and contributes to its growth
The roadmap for Kubernetes on AWS: A glimpse into the exciting future of this powerful technology

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Celebrating the some of the best in ☁️ Hosts Daniel Newman and Patrick Moorhead sat down with Julia Chen, Vice President, AWS Partner Core, Specialists & Partners, and the winners of the AWS Partner Awards at AWS re:Invent! The impressive lineup of guests includes:

JB McGinnis, US Lead Alliance Partner, Amazon/AWS, Deloitte
Chris Wegmann, Senior Managing Director, Accenture
James Beasley, Vice President, Cloud Engagement, Palo Alto Networks
Tom Henderson, Global Channel & Alliances Lead, Wiz
Bill Hustad, Senior Vice President, Global Partners & Alliances, Okta

Tune in for their thoughts on:

The pivotal role of #AWS partnerships in the evolving cloud landscape
Key insights into the criteria and significance of the AWS Partner Awards
The journey and successes of top AWS partners and their vision for the future

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Generative AI is disrupting industries and automakers are not immune. Daniel Newman and Patrick Moorhead are joined by Amazon Web Services' Karthik Bharathy, Deloitte's Chris Jangareddy, and Toyota's Philip Ryan to discuss the transformative power of generative AI in the automotive industry, AWS's innovative technology like Amazon Bedrock and SageMaker, Deloitte's strategic incorporation of GenAI, and Toyota's strategic imperatives in AI that collectively drive enhanced customer experiences and increased market share.

Get their insights on 👇

The impact of generative AI on customer buying decisions and its uptake across industries, highlighted by AWS innovations
Key business outcomes from Deloitte's GenAI use cases and the unique AWS-Deloitte partnership value
Toyota’s approach to addressing its "impossible challenge" in the IT Supply Chain, strategic priorities surrounding GenAI and AI, and the business impact seen from collaborations with AWS and Deloitte

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Integrations are becoming more critical in today’s serverless environments. Host Jason Andersen is with Amazon Web Services' Justin Callison, Director, Application Integration, and Bill Boora, Principle Worldwide Specialist, Serverless, for a conversation on the role of integration in accelerating innovation, highlighted by the recent launch of Amazon EventBridge + AWS Step Functions Private API.

Tune into this episode of the Six Five On The Road at AWS re:Invent as they get into all things “application modernization” and 👇

Insights on the Amazon EventBridge + AWS Step Functions Private API launch announced at RIV
Application integration on AWS, specifically focusing on the Private APIs launch and application modernization
Exploration of how AWS tackles integration challenges, providing services and capabilities to assist in these efforts
The benefits of empowering developers to build integration solutions
Customer case studies showcasing the real-world impact of leveraging AWS integration services

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Generative AI is no longer just a playground for tech enthusiasts. Hosts Daniel Newman and Patrick Moorhead are joined by Amazon Web Services' Vice President, AI/ML Services & Infrastructure, Baskar Sridharan on this episode of Six Five On The Road at AWS re:Invent. They discuss the journey from proof-of-concept to full-scale production in enterprise IT with a focus on generative AI and strategic partnerships.

Highlights Include:

Great Expectations: The transition of generative AI applications from experimental stages to production and the evolving customer expectations of AI & data infrastructure
Unified SageMaker: AWS is streamlining the journey from data to AI with their next-gen SageMaker platform, making it easier for businesses to build and deploy GenAI applications
Cost Optimization: Model distillation and other innovations are making GenAI more affordable, with significant reductions in training and inference costs
Data as a Differentiator: Your data is what makes your GenAI applications unique & AWS is providing powerful tools like Bedrock Knowledge Bases to help customers leverage data effectively
Trust and Security: AWS is leading the way in responsible AI with its ISO 42001 certification, ensuring that your GenAI applications are built on a foundation of trust
Real-world examples: How enterprise IT is leveraging AWS services to scale their generative AI applications effectively

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The explosion of AI is putting immense pressure on our data centers – which begs the question, can we keep the lights on? 💡Host David Nicholson is joined by Dell Technologies' Matt Liebowitz, Global Portfolio Lead, Multicloud Professional Services, Dell, on this episode of Six Five On The Road at SC24, to discuss Dell’s approach to this challenge with its Sustainable Data Center Services. Matt discusses the critical need for sustainability in data centers, driven by the surge in AI and the consequent energy demand, regulatory pressures, and organizational commitments to carbon neutrality.

Tune in as they cover:

The increased importance of sustainability in data centers due to rising AI demands, regulatory pressures, and energy costs
Practical steps organizations can take toward more sustainable data center operations, including real-time power consumption monitoring and implementation of intelligent power and cooling management
How Dell supports customers in achieving their sustainability goals for data centers with services like ProConsult Advisory and ongoing advisory support
Dell’s unique approach to sustainable data centers, highlighting its service packages, partnerships with industry leaders, and commitment to innovation and customer support

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Networking is NOT an afterthought in AI. Get it wrong, and your AI initiatives could face serious bottlenecks and delays. Host David Nicholson is joined by Dell Technologies' Matt Liebowitz Portfolio Lead, Multicloud Professional Services on this episode of the Six Five On The Road at SC24 for a conversation on Dell's solutions to the challenges of AI networking.

Their discussion covers:

The unique challenges in networking for AI deployments and the necessity for redesigning traditional data centers
How AI workloads differ fundamentally from traditional ones, emphasizing the significance of GPU connectivity and efficiency
Dell's consultative approach to aiding customers through Design Services for AI Networking, highlighting partnerships and solutions tailored for AI networking complexity

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There is no AI without data. Host David Nicholson is joined by Dell Technologies' Global Portfolio Lead, AI, Apps & Data Services, Beth Williams on this episode of the Six Five On The Road at SC24. Beth and David discuss the importance of data in virtually any AI use case and how Dell is addressing the challenges of AI Data Management.

Tune in for more on ⤵️

Data-related challenges organizations face when adopting AI, including:

✅ Managing massive data volumes

✅ Ensuring data quality

✅ Meeting AI-specific regulatory standards

✅ Adapting to the demands of AI development and deployment.

Techniques and technologies organizations can adopt to address AI Data Management challenges
Dell's Data Management Services, including optimization and implementation services for data cataloging and pipelines, and Dell's collaboration with leading technology providers to offer advanced data management for AI

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Tech giants are increasingly turning to custom silicon to power their AI ambitions – a shift that is rapidly reshaping the semiconductor industry. Heavy-weights like AWS, Google, Microsoft, and Meta, are aiming to enhance performance, conserve power, and stay ahead in the AI race.

Host Patrick Moorhead is joined by guest Nigel Alvares, VP of Marketing at Marvell Technology, on this episode of Six Five On The Road at Marvell Industry Analyst Day to unpack the implications of this trend for the semi industry and how Marvell is navigating the future of custom silicon development.

Tune in for these key takeaways:

Hyperscalers are driving the demand for custom chips to optimize performance and power efficiency as Moore's Law slows
Customization is happening across various devices, including CPUs, XPUs, CXL devices, and NICs
Examples of chip customization in action, including projects from major players, showcasing the technological innovation driving the semiconductor market
Marvell's role and strategies within the custom chip sphere, highlighting the importance of IP foundation, process technology advancements, partnerships, and IP flexibility
The emerging trend of leveraging AI in Electronic Design Automation (EDA) to expedite design processes, cut costs, and democratize access to chip customization

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To scale up or to scale out? Discover why both are important for the future of AI. Host Patrick Moorhead is joined by Marvell Technology's Achyut Shah, SVP and GM, Connectivity, and Nick Kucharewski, SVP and GM, Network Switching at Marvell’s Industry Analyst Day, for a conversation on the seismic changes in AI infrastructure. As the digital world embarks on a major shift with the advent of new technologies, Marvell Technology is developing crucial technologies to support this transformation.

Tune in for more on ⤵️

The concept of 'scale up' in technology development
An exploration of 'scale out' and the enabling technologies that support this approach
Insights into the driving forces behind the trends toward scale up and scale out, and their implications for the future AI infrastructure
The potential of optical interconnect as a universal medium and Marvell's roadmap for its adoption
Predictions on how these advancements could transform data center architectures and systems

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How is the ever increasing AI demand and workloads affecting memory? Six Five is On The Road at Marvell Industry Analyst Day to answer just that.

Hosts Patrick Moorhead and Daniel Newman are joined by Marvell Technology, Samsung Semiconductor, and SK hynix America executives—In Dong Kim, Sunny Kang, and Will Chu, for a conversation on the collaboration between Marvell, Samsung, and SK Hynix on custom high bandwidth memory (HBM) solutions, aimed at enhancing the processors driving accelerated infrastructure. This new approach to memory solutions is projected to increase memory capacity, optimize power usage, and reduce silicon waste, marking a significant advancement in the custom chip technology space.

Their discussion covers:

The collaboration between Marvell, Samsung Semiconductor, and SK hynix on developing custom HBM solutions
The key benefits of custom HBM, including increased memory capacity and optimization of power and performance
Insights into the customization process of HBM and how it delivers its advantages
The impact of custom HBM on AI processors and projections for its market adoption
The roadmap and future potential of custom HBM for various applications and industries

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Think super computing is a big deal? Try EXTREME computing. Host David Nicholson is joined by Lenovo’s Patrick Caporale, Distinguished Engineer and Chief I/O Architect, and Micron's Praveen Vaidyanathan, Vice President and General Manager, Micron Compute Products Group, on this episode of Six Five On The Road at SC24. They discuss the cutting-edge collaboration between Lenovo and Micron in advancing extreme performance computing.

Their discussion covers:

The necessity of high-performance servers for AI and HPC workloads and the role of innovative memory and cooling technologies in meeting these demands
The collaboration between Lenovo and Micron, highlighting improved cooling technologies and the introduction of MRDIMM to enhance memory bandwidth capability
Insights into the development of emerging memory, storage, and GPU technologies aimed at providing unprecedented AI and HPC performance
How Lenovo's liquid-cooling technology (Neptune) differentiates from traditional air cooling solutions, supporting the integration of Micron’s advanced memory technologies
The industry trends surrounding liquid cooling beyond AI and HPC, and how these innovations are paving the way for future computing environments.

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As AI continues to take off – a talent gap persists. Host Dion Hinchcliffe is joined by Amazon Web Services' Leo LaBranche, Director, Global Business Innovation on this episode of Six Five On The Road at AWS re:Invent. They look at how AWS and its partners are reshaping the landscape of AI in enterprise IT through strategic cloud migration, modernization efforts and upskilling existing workforces.

Get their take on:

The change from lift-and-shift to modernization: Enterprises are increasingly re-architecting or building cloud-native applications
The talent gap: Upskilling existing workforces is crucial, and AWS is investing heavily in training and career path development
IT Outsourcing (ITO) and Application Outsourcing (AO) in today's business environment
Rethinking commercial constructs: How AWS is working with partners to develop more flexible models that enable modernization
The C-Suite Perspective: CIOs should seek partners who can deliver tangible business outcomes, not just billable hours.
AI is the next frontier: AWS's approach to partnerships in enhancing cloud migration and modernization AI is transforming how workloads are migrated, modernized, and managed.

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Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:

Adobe Q4FY24 Earnings

https://x.com/danielnewmanUV/status/1867193602943631837

https://www.adobe.com/content/dam/cc/en/investor-relations/pdfs/11214202/a56sthg53egr.pdf

https://finance.yahoo.com/news/adobe-inc-adbe-q4-2024-070108531.html

Broadcom Q4FY24 Earnings

https://finance.yahoo.com/news/broadcom-inc-announces-fourth-quarter-211500508.html

https://x.com/danielnewmanUV/status/1867324836160450789

https://www.wsj.com/business/earnings/broadcom-revenue-surges-on-semiconductor-business-momentum-31bdb0ee

https://seekingalpha.com/news/4386067-broadcom-releases-q4-results

Oracle Q2FY25 Earnings

https://x.com/PatrickMoorhead/status/1866582232389029997

https://x.com/danielnewmanUV/status/1866232631656120374

https://www.oracle.com/news/announcement/q2fy25-earnings-release-2024-12-09/#:~:text=Oracle%20Corporation%20(NYSE%3A%20ORCL),constant%20currency%2C%20to%20%2410.8%20billion.

China Antitrust Probe Into NVIDIA

https://x.com/danielnewmanUV/status/1866133215032774938

https://www.reuters.com/technology/china-investigates-nvidia-over-suspected-violation-antimonopoly-law-2024-12-09/

https://www.bloomberg.com/news/articles/2024-12-09/china-targets-nvidia-for-potential-breaches-of-anti-monopoly-law

Broadcom & Apple Chip?

https://x.com/danielnewmanUV/status/1866864685263237392

https://www.reuters.com/technology/apple-is-working-ai-chip-with-broadcom-information-reports-2024-12-11/

https://www.theregister.com/2024/12/12/apple_ai_chip_broadcom/

https://www.bloomberg.com/news/articles/2024-12-11/apple-is-working-on-ai-chip-with-broadcom-information-reports

Marvell Industry Analyst Day

https://x.com/PatrickMoorhead/status/1866574385789931707

https://x.com/PatrickMoorhead/status/1866548010668396971

https://x.com/danielnewmanUV/status/1866573189750591968

https://x.com/danielnewmanUV/status/1866532542347874313

https://x.com/danielnewmanUV/status/1866533287814197683

https://x.com/danielnewmanUV/status/1866546727182086641

https://x.com/danielnewmanUV/status/1866546317578866889

https://x.com/danielnewmanUV/status/1866543048722940170

https://x.com/danielnewmanUV/status/1866537849245536399

https://x.com/danielnewmanUV/status/1866531125948273059

https://investor.marvell.com/2024-12-10-Marvell-Announces-Breakthrough-Custom-HBM-Compute-Architecture-to-Optimize-Cloud-AI-Accelerators

Lattice Semi Developer Conference

https://x.com/PatrickMoorhead/status/1866927705423229335

https://www.stocktitan.net/news/LSCC/lattice-advances-low-power-fpga-leadership-with-new-small-and-mid-cviawj7vhp13.html

https://www.businesswire.com/news/home/20241210483055/en/Lattice-Advances-Low-Power-FPGA-Leadership-with-New-Small-and-Mid-range-FPGA-Offerings

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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What has a decade of containerized innovation meant for businesses?

Host Keith Townsend is joined by Amazon Web Services' Nick Coult, Director of Product and Science, Serverless Compute on this episode of Six Five On The Road at AWS re:Invent for a conversation on the 10th anniversary of Amazon ECS and its impact on containerized innovation.

Their discussion covers:

The impact of Gen AI on customer buying decisions across different industries
The uniqueness of the GenAI competency within AWS and its benefits for customers
A decade of evolution, milestones, and why customers prefer Amazon ECS
Key Amazon ECS innovations announced at re:Invent to meet customer needs
Future visions for Amazon ECS over the next decade

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Just 25 years ago SSDs were a mere 1 or 2 GB, faster forward to 2024 and we are at 122 TB!

Now with AI's BIG dreams, they need seriously BIG storage to make them come true! Patrick Moorhead and Melody Brue are with Solidigm's Dave Dixon and Greg Matson, for a special panel edition of Six Five On The Road. The group sits alongside industry leaders Chloe Jian Ma from ARM, Renen Hallak from VAST Data, Jacob Yundt from CoreWeave, Sophie Kane from Ocient, and Roger Cummings from PEAK:AIO for a conversation on the evolution of high-capacity storage and its pivotal role in AI's future.

Highlights from the panel include:

The introduction of Solidigm's new 122TB drive and the implications of QLC-based high-cap SSDs in the AI realm
Tech transitions over the years from the era of minicomputers to GenAI, focusing on how each shift impacts the compute-memory-storage-networking spectrum
The challenges and solutions surrounding storage and data management for AI, and the critical need for power and space efficiency
How Solidigm and its partners are addressing the surging demand for energy-efficient AI infrastructures and the benefits of high-capacity SSDs and QLC technology
Forward looking thoughts on growth areas in AI, storage innovation, and the role of efficient data centers in sustainable technology advancement

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What does the future have in store for cloud marketplaces and their essential role for hyperscalers? Matt Yanchyshyn, VP of Marketplace & Partner Services at AWS, joined host Dion Hinchcliffe on this episode of Six Five On The Road at AWS re:Invent to discuss the rapidly evolving world of cloud marketplaces.

Key topics covered:

The unprecedented growth of cloud marketplaces and the forces shaping their trajectory
AWS Marketplace's strategic vision and its roadmap for the future
The revolutionary "Buy with AWS" experience and its implications for commerce
How GenAI is reshaping operations and creating new opportunities

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Discover how Solidigm's solutions are revolutionizing AI infrastructure. On this episode of the Six Five On The Road at SC24, host Keith Townsend is joined by Avi Shetty, Sr. Director - AI Market Enablement & Partnerships at Solidigm for a conversation on the rapid advancements in artificial intelligence and the crucial role of high-density storage solutions. With the exponential increase in computing power necessitated by AI's growth, this discussion looks at the importance of infrastructure enabling AI applications to operate efficiently and effectively.

Tune in for more on 👇

The evolution of AI demands and the significance of high-throughput, low-latency networks and deep learning models
The impact of scalability problems on AI development and how Solidigm's high-density storage solutions address these challenges
The benefits of high-capacity QLC SSDs, such as the 122TB Solidigm D5-P5336, in accelerating time-to-results and ensuring energy efficiency.
The unique challenges posed by generative AI applications, including data access speed, volume, and format compatibility, and how high-density storage solutions can mitigate these issues
An exploration of Dell PowerEdge XE servers and how they are optimized for Artificial Intelligence, Generative AI, and High Performance Computing, spotlighting Dell's comprehensive approach to AI solutions

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If you were AI, how would you reach your full potential? Check out this episode of Six Five On the Road at AWS re:Invent, where host Keith Townsend is joined by Qlik's Brendan Grady, General Manager, Analytics Business Unit, and Sam Pierson, SVP of Data Business Unit R&D Organization. Learn about the pivotal role of data quality and open architectures in realizing the full potential of AI technologies within organizations.

Deep dive into this ⤵️

The essentiality of a robust data foundation as a precursor to AI adoption and the potential pitfalls in the absence of a solid data groundwork.
Identifying the hallmarks of a dataset that is genuinely prepared for AI utilization.
The significance of open architectures for AI implementations, including the risks of siloed systems in the evolving landscape of AI technology.
Insight into how Qlik is assisting its clients to establish strong data foundations and spearhead successful AI projects, complemented by illustrative examples.
Reflections on instances where AI initiatives have faltered and the strategies that could have steered these projects back on course.

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Could the Lattice Nexus make waves for other FPGA platforms? It boasts improvements to power efficiency, connectivity options, and security features in edge computing. Host Patrick Moorhead is joined by Lattice Semiconductor's Deepak Boppana for a demo of the key innovations in the Lattice Nexus 2 platform on this episode of Six Five On The Road at Lattice Developers Conference 24.

Watch the full video for more on:

The innovative features and capabilities of the Lattice Nexus 2 platform
Insights into Lattice Semiconductor's approach to addressing the evolving needs of developers
The significance of Lattice Developers Conference 24 in showcasing leading-edge semiconductor technology
Deepak Boppana's perspective on the future of semiconductor technology and its applications

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Lattice Developers Conference Key Insights!

What's the latest in Edge AI innovation from Lattice Semiconductor? Hosts Daniel Newman and Patrick Moorhead are joined by Lattice Semiconductor’s CEO, Ford Tamer, Chief Strategy and Marketing Officer, Esam Elashmawi, and CVP of Product Marketing and Planning, Dan Mansur, for a conversation on Lattice Semiconductor’s strategic growth, key announcements, and unique market position in the Edge AI sector on this episode of Six Five On The Road at Lattice DevCon 2024.

Highlights include ⤵️

Ford Tamer’s insights and experiences since joining Lattice.
Lattice’s growth strategy and the strengths driving this growth.
Key product announcements and solutions introduced at the DevCon.
The unique position of Lattice FPGA’s in the burgeoning Edge AI market.
An introduction to Nexus 2 and continued investment in small FPGAs.

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Data protection…simplified? Hosts Patrick Moorhead and Daniel Newman are joined by Cohesity's CRO, Kit Beall and Veritas’ EVP, Worldwide Field Operations, Brian Hamel to discuss the monumental merger of their enterprise data protection businesses from a sales, customer focus, and integration perspective on this episode of Six Five On The Road.

Tune in to learn why this is big 👇

Unmatched Scale and Integration: they now offer unparalleled reach across the IT landscape, supporting 800+ data sources, 100+ operating systems, 1,400+ storage targets, and 60+ clouds – all through a single, unified platform
Modernization Made Easy: Migrating to a modern data protection environment can be complex and costly. The team is committed to simplifying this process with streamlined tools and services, making it virtually "push-button" easy
Customer-Centric Approach: No customer will be left behind, there will be support for existing environments while providing a clear path to modernize
Innovation and Long-Term Vision: With increased engineering resources, they’ll continue to drive innovation and solutions to meet evolving customer needs

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Acquisition Close of @Cohesity & VeritasTechLLC - what’s next for customers?

The future of data protection is customer-focused. Patrick Moorhead and Daniel Newman are joined by Cohesity's Chief Development Officer, Srinivasan Murari, and Veritas' EVP of Engineering, Deepak Mohan, on this episode of the Six Five On The Road, for a conversation on the completion of Cohesity's merger with Veritas’ enterprise data protection business and what it means for customers.

Their discussion covers:

How Cohesity and Veritas plan to ensure no customer is left behind post-merger and their commitment to support and innovate across all platforms
Unmatched scale and support: Over 13,000 customers in 140+ countries, 300+ exabytes of data under management, and the largest partner ecosystem in the industry
AI-powered future: Cohesity's leading AI capabilities will be a key differentiator, helping customers manage and protect their exploding data volumes
Future market demands for Cohesity and Veritas, focusing on innovation, data protection as a cybersecurity measure, and the role of AI in managing expanding data volumes

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Will the Cohesity and Veritas merger usher in a new era in data security & AI? Hosts Patrick Moorhead and Daniel Newman are with Cohesity CEO, Sanjay Poonen for Six Five On The Road, where they dive into the merger between Cohesity and Veritas, highlighting the emergence of the world's largest data protection provider and what it means for the future.

Hear more about ⤵️

The strategic vision behind the merger between Cohesity and Veritas
The start of a new era in data protection, where security, AI, and customer-centricity converge
How this merger positions Cohesity in the data protection and management market
Future innovations in data protection technologies
Cohesity's roadmap post-merger

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An AI tool that lets you CHAT with your data? Host Patrick Moorhead is with Cohesity's CTO, Dr. Craig Martell, for a conversation about the hype vs. reality of AI in data management and the surprising ways AI is ALREADY being used to protect your data (Think ransomware detection and sensitive data identification)!

Catch Six Five On The Road at AWS re:Invent for more on:

The impact of AI on Data Management and Cohesity's role in driving Data Insights
The latest developments around Cohesity GAIA and what it means for enterprises
Dr. Martell's predictions for AI in 2025, focusing on the importance of a pragmatic approach to AI development and application, especially concerning cybersecurity

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Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:

AWS re:Invent 2024

https://x.com/PatrickMoorhead/status/1863979345372418331

https://x.com/PatrickMoorhead/status/1863981392930984272

https://x.com/PatrickMoorhead/status/1863984153684771003

https://x.com/PatrickMoorhead/status/1863985966714618127

https://x.com/PatrickMoorhead/status/1863986630366757279

https://x.com/PatrickMoorhead/status/1863982303375970766

https://x.com/PatrickMoorhead/status/1863996947553472603

https://x.com/PatrickMoorhead/status/1864000470928257310

https://x.com/PatrickMoorhead/status/1864006069518836008

https://x.com/PatrickMoorhead/status/1864069504449597624

https://x.com/PatrickMoorhead/status/1864661834328125951

https://x.com/danielnewmanUV/status/1864074108956553656

https://x.com/danielnewmanUV/status/1863978211815919882

https://x.com/PatrickMoorhead/status/1863613525169435007

https://x.com/PatrickMoorhead/status/1863613489631113383

https://x.com/danielnewmanUV/status/1863615476116455540

Intel CEO Departure

https://x.com/PatrickMoorhead/status/1863589549491802538

https://x.com/PatrickMoorhead/status/1863634552884711910

https://x.com/PatrickMoorhead/status/1863718873394184612

https://x.com/CNBCOvertime/status/1863707562996011191

https://x.com/PatrickMoorhead/status/1863995991348985913

https://x.com/PatrickMoorhead/status/1864003775822000628

https://x.com/danielnewmanUV/status/1863591333115334797

https://x.com/danielnewmanUV/status/1863636053246067177

https://x.com/danielnewmanUV/status/1863785662149021870

https://x.com/danielnewmanUV/status/1864002966342213911

Pure Storage Q3FY25 Earnings

https://x.com/PatrickMoorhead/status/1864118303599546864

https://x.com/danielnewmanUV/status/1864062565699006759

https://investor.purestorage.com/financial-information/quarterly-results/default.aspx

https://www.investors.com/news/technology/pure-storage-stock-earnings-q3-2024-ai/

Salesforce Q3FY25 Earnings

https://x.com/PatrickMoorhead/status/1864116557825364009

https://x.com/danielnewmanUV/status/1864059340082069950

https://www.salesforce.com/news/press-releases/2024/12/03/salesforce-announces-third-quarter-fiscal-2025-results/

https://www.cnbc.com/2024/12/03/salesforce-crm-q3-earnings-report-2025.html

Synopsys Q4FY24 Earnings

https://x.com/PatrickMoorhead/status/1864509615230341404

https://x.com/danielnewmanUV/status/1864446576493764961

https://news.synopsys.com/2024-12-04-Synopsys-Posts-Financial-Results-for-Fourth-Quarter-and-Fiscal-Year-2024#:~:text=Revenue%20for%20the%20fourth%20quarter,billion%20in%20fiscal%20year%202023.&text=Synopsys%20headquarters%20in%20Sunnyvale%2C%20Calif

https://www.prnewswire.com/news-releases/synopsys-posts-financial-results-for-fourth-quarter-and-fiscal-year-2024-302322901.html

Marvell Q3FY25 Earnings

https://x.com/danielnewmanUV/status/1864102441467191465

https://x.com/PatrickMoorhead/status/1864120274293281037

https://investor.marvell.com/2024-12-03-Marvell-Technology,-Inc-Reports-Third-Quarter-of-Fiscal-Year-2025-Financial-Results

https://finance.yahoo.com/news/q3-2025-marvell-technology-inc-144042859.html

HPE Q4FY24 Earnings

https://x.com/PatrickMoorhead/status/1864781487251558517

https://www.businesswire.com/news/home/20241205728686/en/Hewlett-Packard-Enterprise-Reports-Fiscal-2024-Fourth-Quarter-Results

https://www.barrons.com/articles/hp-enterprise-hpe-stock-price-earnings-74ea7a90

https://www.gurufocus.com/news/2625131/hewlett-packard-enterprise-co-hpe-reports-q4-revenue-of-85-billion-eps-of-099-surpassing-estimates

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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On this episode of the Six Five Webcast - The 5G Factor, we dive deep into why companies like Qualcomm, Ericsson, and AT&T are making significant moves to advance and scale the Internet of Things (IoT) across the 5G ecosystem. Hosts Ron Westfall and Tom Hollingsworth share their expert analysis on the competitive landscape implications of recent developments within the sector.

Their discussion covers:

Qualcomm's Investor Day revelations about their new IoT strategy, focusing on creating scalable blueprints to foster industry-wide solutions.
Ericsson's emphasis on private 5G networks to address the unique needs of the Oil and Gas industry, highlighting the shortcomings of Wi-Fi in IoT connectivity.
AT&T's decision to decommission its narrowband Internet of Things (NB-IoT) network by 2025 and its implications for alternative technologies like 5G Redcap, LTE-M, and LoRa.
The competitive dynamics Verizon and T-Mobile are creating with their continued investment in NB-IoT offerings.
Potential future trends in the 5G and IoT landscape, reflecting on the moves made by Qualcomm, Ericsson, and AT&T.

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RAG is revolutionizing data protection and Cohesity is driving it forward to pull insights from secondary data. Host Patrick Moorhead is joined by Cohesity's President & CEO, Sanjay Poonen, on this episode of the Six Five On The Road at AWS re:Invent. They discuss the intersection of cybersecurity, innovation, and the future landscape of the tech sector.

Tune in for more on ⤵️

The future of data protection, AI, and the $7 BILLION Veritas acquisition
Emerging trends for 2025: IPO, M&A activities, AI regulation, and investment changes
The current M&A climate of within the security sector
The 5 S's of data strategy: Sanjay shares his framework for building a winning data strategy: Speed, Scale, Security, Simplicity, and Smart (AI)
The critical role of cyber resilience in ensuring business continuity, informed by Cohesity’s Global Cyber Resilience report findings
The data goldmine: The importance of not just protecting data (defense), but also using AI to unlock its full potential (offense). Think "Snowflake meets Palo Alto" 🔒💡

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Join us on a serverless computing journey! Host Keith Townsend is with Amazon Web Services' Usman Khalid, Director, AWS Lambda on this episode of Six Five On The Road at AWS re:Invent. They look at a decade of evolution and what’s in store for the future of serverless computing with AWS Lambda.

Tune in for details 👇

A reflection on a decade of AWS Lambda, highlighting major innovations and milestones that are changing the game for developers
Recent enhancements in AWS Lambda that elevate the developer experience and streamline application development, particularly leading up to AWS re:Invent
An overview of the AWS Serverless Vision and its implications for the future of cloud computing
Insights on the integral role of security in AWS Lambda and its importance in serverless computing
A look ahead at the future progression of AWS Lambda and serverless technologies, focusing on scalability, developer efficiency, and the continuous simplification of cloud computing infrastructure

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Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:

Dell Technologies Analyst Event 2024

https://x.com/PatrickMoorhead/status/1854557515201089773

https://x.com/danielnewmanUV/status/1854289448349163685

https://x.com/danielnewmanUV/status/1854355117987803489

Qualcomm Q4FY24 Earnings

https://x.com/PatrickMoorhead/status/1854615326258045085

https://x.com/PatrickMoorhead/status/1854282372461842692

https://x.com/danielnewmanUV/status/1854274761129410890

https://www.qualcomm.com/news/releases/2024/11/qualcomm-announces-fourth-quarter-and-fiscal-2024-results

Arm Q2FY25 Earnings

https://x.com/PatrickMoorhead/status/1854285659755757673

https://x.com/danielnewmanUV/status/1854276813008273757

https://x.com/danielnewmanUV/status/1854283326284034146

https://www.investopedia.com/arm-q2-fy2025-earnings-8740831

https://investors.arm.com/static-files/2fdf83c2-ea2b-4104-9f34-18750967240d

Coherent Q1FY25 Earnings

https://x.com/danielnewmanUV/status/1854538776522936528

https://x.com/PatrickMoorhead/status/1854577695998542086

https://www.coherent.com/company/investor-relations/financial-releases

https://finance.yahoo.com/news/coherent-corp-cohr-q1-2025-072454038.html

https://www.benzinga.com/news/earnings/24/11/41819463/coherent-analysts-boost-their-forecasts-following-better-than-expected-earnings

Lattice Q3FY24 Earnings

https://x.com/danielnewmanUV/status/1853581297173614905

https://ir.latticesemi.com/news-releases/news-release-details/lattice-semiconductor-reports-third-quarter-2024-results

https://finance.yahoo.com/news/lattice-semiconductor-third-quarter-2024-102513375.html

Meta Llama For Defense

https://x.com/PatrickMoorhead/status/1853597336091472368

https://www.capacitymedia.com/article/meta-makes-llama-ai-models-available-to-us-gov-defence-agencies

https://www.nytimes.com/2024/11/04/technology/meta-ai-military.html

Trump Expectations on Tech

https://www.barrons.com/articles/trump-tech-stocks-nvidia-taiwan-8858e0ad

https://www.techtarget.com/searchcio/news/366615226/Tech-industry-will-see-less-regulation-under-Trump

Solidigm 122TB SSD

https://x.com/PatrickMoorhead/status/1856784389184635043

https://www.businesswire.com/news/home/20241113019805/en/Solidigm-Extends-AI-Portfolio-Leadership-with-the-Introduction-of-122TB-Drive-the-World%E2%80%99s-Highest-Capacity-PCIe-SSD

https://www.tomshardware.com/pc-components/ssds/solidigm-reveals-122tb-ssd-the-worlds-highest-capacity-drive-for-ai-workloads-d5-p5336-offers-unlimited-write-durability

Cisco Q1FY25 Earnings

https://x.com/danielnewmanUV/status/1856823731399651491

https://x.com/PatrickMoorhead/status/1857088110040879204

https://investor.cisco.com/news/news-details/2024/CISCO-REPORTS-FIRST-QUARTER-EARNINGS/default.aspx

https://www.investors.com/news/technology/cisco-stock-cisco-earnings-news-q32024/

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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On this episode of the Six Five Webcast - The 5G Factor, hosts Ron Westfall and Tom Hollingsworth delve into the pivotal developments shaping the future of 5G technology and its broader implications.

Their discussion covers:

The significance of the White House Office of Science and Technology Policy's National Spectrum Research and Development (R&D) Plan for future government and private sector decisions.
Insights from the 5G Americas Analyst Forum, highlighting T-Mobile and AT&T’s advocacy for addressing spectrum shortages and the potential repurposing of lower 3 GHz and 7 GHz bands.
Ericsson's unveiling of seven new 5G Advanced software products aimed at enhancing network performance, user experience, and operational efficiency.
The introduction of Private 5G by Wilson Connectivity, marking a significant step forward in the private 5G market with enhanced capabilities and security.

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What if AI wasn't a threat to your job, but a tool to unlock your potential? Cisco's Francine Katsoudas, EVP and Chief People, Policy & Purpose Officer shares the forward looking stance Cisco is taking towards AI in the workplace and empowering employees to make AI work for them – navigating the challenges and opportunities in an AI-driven workforce. Hosts Patrick Moorhead and Daniel Newman dig into these topics for Six Five Media On The Road at the Cisco Partner Summit:

The impact of AI on jobs and the critical importance of skilling and upskilling in today's job market
The evolving landscape of work with the rise of AI, and its implications on job roles and required skills for the future
Cisco’s strategies for addressing the skilling and upskilling needs of the modern workforce
Visions of the future of work, focusing on skills and opportunities rather than traditional roles and jobs, and how leaders can adapt to these changes

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On this episode of the Six Five Webcast Infrastructure Matters, hosts Camberley Bates and Keith Townsend discuss how earnings can significantly influence infrastructure decisions and the latest changes to VMware's licensing.

Their discussion covers:

The impact of corporate earnings on infrastructure strategy and investment
Detailed analysis of VMware's new licensing model and what it means for customers
The broader implications of licensing changes on the cloud and data center industry

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How do AI agents learn and adapt to become more efficient in the tech landscape? Host Keith Townsend is with IBM's Dinesh Nirmal, Senior Vice President, Products to discuss the continuous evolution of AI agents for Six Five Media In the Booth at IBM TechXchange Conference. Details of their conversation include 👇

The role and impact of AI agents in today's tech landscape
The differentiation between automation and intelligent agents
Insights into the architecture behind AI agents
How AI agents evolve with human feedback
IBM's unique approach and value in the realm of AI agents

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You’ve heard of AI innovations for passenger vehicles, but how does it fit in with Formula One Racing? Six Five Media host Daniel Newman is on for another segment at the Qualcomm #SnapdragonSummit, where he’s joined by Qualcomm's SVP & Chief Marketing Officer, Don McGuire, and the Team Principal & CEO of Mercedes-AMG PETRONAS F1 Team, Toto Wolff. They have a dynamic discussion on the interplay between technology and sports, specifically Formula 1 racing, and the critical roles that technology, data, and sustainability play in the evolution of Formula One.

Tune in as they share:

The paramount importance of technology and data in F1 racing, highlighting real-time performance optimization and strategy
Sustainability efforts within Formula One, underlining the commitment to hybrid engines, biofuels, and reducing emissions
The significant influence of technology and innovation in Formula One, boosting fan engagement and striving for a more inclusive sport
Insights into the Qualcomm and Mercedes F1 team partnership, focusing on enhancing fan experiences through cutting-edge immersive technologies like XR and the virtual garage
Factors fueling Formula One's growing popularity, including mainstream media's impact and the sport's competitive nature

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Qualcomm takes the wheel 🚘 Hosts Patrick Moorhead and Daniel Newman are in Maui for this episode of the Six Five Media On The Road, where they’re joined by Nakul Duggal, Qualcomm’s Group General Manager, Automotive, Industrial and Cloud, Qualcomm for a conversation on the innovative developments revealed at the Qualcomm Snapdragon Summit.

Get all the details on:

Key announcements about the Snapdragon Cockpit Elite and Ride Elite
Nakul’s insights into the future of AI in the automotive technology
Qualcomm's diversification beyond handsets into areas like automotive, IoT, and PCs
How Qualcomm has gone from being an ADAS newcomer to a major force in just a few years with a $45 billion design win pipeline
Qualcomm's focus on safety and passenger vehicles in their newest automotive SOCs and their approach working with automakers
A look ahead: What's next for Qualcomm and Snapdragon

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Learn how you can unlock the full potential of AI for business intelligence. Host Keith Townsend is joined by IBM's Bruno Aziza, Vice President, Data, AI & Analytics Strategy, for Six Five Media In the Booth at IBM TechXchange. The two explore IBM’s advancements and strategic visions within the realm of AI and the role of Watsonx in the future of Business Intelligence tools.

Their discussion covers:

The capabilities and benefits of the WATSONX.AI experience in generative AI and machine learning model building
Bruno Aziza’s enthusiasm for joining IBM and what he looks forward to achieving
The critical role of business intelligence in realizing IBM’s overarching AI strategy
Predictions on the evolution of AI within business intelligence initiatives
Innovations IBM is introducing that aim to transform how clients utilize business intelligence tools

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On this episode of the Six Five Webcast - Infrastructure Matters, hosts Dion Hinchcliffe, Camberley Bates, and Steven Dickens discuss traversing the evolving landscapes of AI and mainframe technology. This episode delves into exciting developments in AI while asserting the continued significance and innovation within mainframe computing.

Their discussion covers:

The recent breakthroughs and applications in AI that are shaping the future.
The enduring importance and modernization of mainframe technology in today's digital era.
How businesses are leveraging both AI and mainframe technologies to drive digital transformation and operational efficiency.
The challenges and opportunities presented by integrating AI with legacy systems.
Predictions for the future of AI and mainframe technology in the wider tech ecosystem.

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Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:

Intel Q3FY24 Earnings

https://x.com/PatrickMoorhead/status/1852089420997898598

https://x.com/PatrickMoorhead/status/1852087153339105775

https://x.com/danielnewmanUV/status/1852094548836495836

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

https://www.cnbc.com/2024/10/31/intel-intc-q3-earnings-report-2024.html

Google Q3FY24 Earnings

https://x.com/PatrickMoorhead/status/1851356647467467079

https://x.com/danielnewmanUV/status/1851403317819425102

https://x.com/danielnewmanUV/status/1851357547388944858

https://x.com/danielnewmanUV/status/1851356207690498467

https://x.com/danielnewmanUV/status/1851356402864021641

https://x.com/danielnewmanUV/status/1851354863210463344

https://finance.yahoo.com/news/alphabet-inc-goog-q3-2024-071350797.html

https://www.cnbc.com/2024/10/29/alphabet-to-report-q3-earnings-after-the-bell.html

https://abc.xyz/assets/71/a5/78197a7540c987f13d247728a371/2024q3-alphabet-earnings-release.pdf

AMD Q3FY24 Earnings

https://x.com/PatrickMoorhead/status/1851360356066869721

https://x.com/danielnewmanUV/status/1851359812019503467

https://ir.amd.com/news-events/press-releases/detail/1224/amd-reports-third-quarter-2024-financial-results

https://www.cnbc.com/2024/10/29/amd-earnings-report-q3-2024.html

Apple Q4FY24 Earnings

https://www.cnbc.com/2024/10/31/apple-aapl-q4-earnings-report-2024.html

https://www.businessinsider.com/apple-stock-earnings-report-call-live-updates-2024-10

https://finance.yahoo.com/news/apple-reports-better-than-anticipated-q4-revenue-earnings-hurt-by-eu-tax-payment-203155159.html

Microsoft Q1FY25 Earnings

https://www.microsoft.com/en-us/investor/earnings/fy-2025-q1/press-release-webcast

https://www.benzinga.com/news/earnings/24/10/41654118/microsoft-stock-is-sliding-thursday-whats-going-on

https://www.fool.com/investing/2024/10/31/why-microsoft-stock-is-sinking-today/

Amazon Q3FY24 Earnings

https://finance.yahoo.com/news/amazon-stock-pops-after-q3-earnings-beat-150027690.html

https://s2.q4cdn.com/299287126/files/doc_financials/2024/q3/AMZN-Q3-2024-Earnings-Release.pdf

https://www.barrons.com/articles/amazon-earnings-stock-price-c2f4efd8

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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Mark Patterson, Cisco's Chief Strategy Officer, cuts through the AI hype to reveal Cisco's strategic vision and $1B investment in building a secure and reliable AI-powered future. Our hosts Patrick Moorhead and Daniel Newman dive into these topics for Six Five Media On The Road at the Cisco Partner Summit ⤵️

Cisco's strategy and investments in AI amid the ongoing fanfare and the complexities of implementing and scaling AI initiatives.
The vision Cisco holds for AI and its alignment with the company's overarching business strategy.
Predictions on how AI will transform various industries and business models in the near future.
Common obstacles companies encounter when integrating AI into their operations and strategies to navigate these challenges.
The significance of Cisco's role within the broader AI ecosystem and the importance of cross-industry collaboration in fostering AI innovation.
Insights into Cisco's $1B global investment fund aimed at developing secure, reliable AI solutions and what prompted this initiative.

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How are Cisco + Splunk tackling digital resilience and AI together? Hosts Patrick Moorhead and Daniel Newman are joined by Cisco's Gary Steele, President, Go-to-Market & GM to discuss Cisco’s recent acquisition of Splunk and how they are partnering to solve their customer challenges around digital resilience in the AI era and the key announcements made at #CiscoPS24. Catch the specifics from Six Five Media on The Road below ⤵️

The integration of Cisco and Splunk to bolster digital resilience for customers navigating the AI landscape
Insights into Gary's new role as Go-to-Market for Cisco and General Manager of Splunk, and the emerging dynamics
Key announcements from the Cisco Partner Summit and their implications for partners and customers
Challenges customers face with AI and security, and how the combined forces of Cisco and Splunk are addressing these issues
The evolution of the digital resilience narrative in the context of Cisco's AI and networking capabilities

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Could Qualcomm's Oryon CPUs and commitment to open platforms spark an explosion of AI innovation that transforms how we interact with everything from our phones to our cars? At the Qualcomm Snapdragon Summit, hosts Patrick Moorhead and Daniel Newman speak with Qualcomm Incorporated's Cristiano Amon, President and CEO. They answer this question and dive into Qualcomm’s transition from communications to being at the forefront of AI.

Their discussion covers:

How Qualcomm is shifting from communications to becoming a leading connected processor company for the AI era
How Qualcomm's custom Oryon CPU is bringing competition and innovation to the PC market, with performance exceeding Apple's M-series chips
The Snapdragon 8 Elite a the new flagship smartphone processor featuring the 2nd Gen Oryon CPU
The importance of open platforms for flexibility and innovation in AI development.
How AI is transforming user experiences across devices
Qualcomm's new automotive platform with Oryon is driving a software revolution in the industry, powering the future of in-vehicle experiences

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On this episode of the Six Five Webcast - The 5G Factor, hosts Ron Westfall and Tom Hollingsworth provide in-depth analysis on how AI emerged as the dominant theme at the recent 5G Americas conference, showcasing its critical role in the advancement and deployment of 5G networks.

Their discussion covers:

T-Mobile's innovative use of AI to optimize network upgrades and expansion
Verizon's strategy to monetize computing infrastructure tailored for AI operations
The potential of GenAI-enabled platforms like Nokia Network Service Platform to revolutionize network design and management
AI's capacity to correlate data in novel ways, enhancing network operation's efficiency and problem-solving capabilities
The foresight on AI's evolving role in the telecom industry, particularly in driving 5G development

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What problems can IBM’s watsonx solve? Six Five Media host Steven Dickens is In the Booth at IBM TechXchange, where he’s joined by IBM’s Savio Rodrigues, VP, Ecosystem Engineering & Developer Advocacy, and Sirion's Kanti Prabha, President and Co-founder, for a conversation on partnering with IBM to enhance their solutions using hybrid cloud and AI technology.

Their discussion covers:

Partnering with IBM as an ISV or MSP to leverage IBM hybrid cloud and AI technology
Expanding into new markets with IBM's global reach and networks
Insights into Sirion AI and its integration with IBM's Watson to solve business problems
Achievements and outcomes from using WatsonX solutions for businesses and customers
Future business problems Sirion aims to solve with WatsonX technology

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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.

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“Code smarter, not harder” is the holy grail for scaling enterprises. Host Steven Dickens is joined by IBM's Keri Olson, Vice President, Product Management, for Six Five Media In the Booth at IBM TechXchange to discuss the latest developments with Watsonx Code Assistant and its impact on developer productivity and efficiency.

Their discussion covers:

The latest developments with Watson Code Assistants since the Think conference
The role of IBM's Granite models in driving forward applications and use cases of generative AI
Real-world client success stories showcasing the impact of Watson Code Assistant on developer workflows

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In this episode of the Six Five Webcast - Marketing: Art & Science - CMO Advisor and host, Lisa Martin, welcomes the CMO of Pure Storage, Lynn Lucas, who talks about her journey to the C-suite after studying electrical engineering and breaking into technical marketing. She shares how Pure Storage is leveraging data science and generative AI to achieve significant efficiency gains. Lynn also provides insight into the AI Marketing Council she's built at Pure, along with some of the great use cases they are already implementing.

Their discussion covers how:

Pure Storage marketing is leveraging data science to be proactive with its customers
Pure Marketing is leveraging emerging technologies like gen AI to elevate the Pure brand and convert prospects to loyal advocates faster, more efficiently
This Challenger brand infuses both art and science to elevate the brand

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Power up your hybrid cloud experience! Host Steven Dickens is with Six Five Media In the Booth at IBM TechXchange, where he’s joined by IBM’s Bargav Balakrishnan, VP, Product Management, to discuss the evolution, impact, and future of IBM® Power® servers.

Their discussion covers:

The IBM Power server capabilities, including support for AIX®, IBM i operating system, and Linux®
The response of IBM Power servers to business demands, protection from core to cloud, streamlined insights, and automation
Highlights from the past three years since the launch of Power10, including momentum and success stories
New announcements regarding the IBM Power11 processor, Spyre Accelerator, RPG Assistant, enhancements to PowerVS
The impact of AI on the Power business and its benefits for IBM clients

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Are virtual servers the key to a flexible and resilient IT infrastructure? Host Steven Dickens is Six Five Media In the Booth at IBM TechXchange, joined by IBM's Joe Cropper, Distinguished Engineer, Power as-a-Service & Hybrid Cloud, and Anthony Ciccone, Director, Product Management, IBM Power Systems - Cloud Offerings for a conversation on the latest innovations and client experiences with IBM’s Power Virtual Servers (Power VS). See what they have to say about the following: ⤵️

An overview of IBM Power servers' capabilities, including support for AIX, IBM i operating system, and Linux
The agility, reliability, and sustainability offered by Power servers to meet organizational needs
Insights from Power clients on the growing need for cloud solutions
A deep dive into the use cases and benefits of Power Virtual Server (Power VS)
Updates and comparisons of Power VS within the competitive landscape

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IBM Consulting is leading clients through the journey from defining project scope to achieving scalability. Host Daniel Newman and IBM's Kelly Chambliss, SVP at IBM Consulting, spoke on the topics below on this episode of Six Five Media On the Road. 👇

The strategic importance of scope in successful technology consulting
Case studies on seamless scalability transformations enabled by IBM
Future trends in technology consulting and scalability solutions

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Did you know October is National Women in AI Month? Start by learning about opportunities for women in tech and AI on this episode of Six Five On the Road. Host Melody Brue is joined by Cadence Design Systems' Nicole Johnson, Global Director of Social Impact and President of the Cadence Giving Foundation, for a conversation on empowering women through technology and initiatives to integrate them into the AI workforce more efficiently.

Their discussion covers:

The vision and goals of Fem.AI
The current landscape for women in AI and technology
Strategies and programs Cadence Design Systems employs to support women in AI
The impact of social impact initiatives on corporate culture and the wider community
Future directions for Fem.AI and how individuals and organizations can get involved

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On this episode of the Six Five Webcast - Infrastructure Matters, hosts Camberley Bates, Dion Hinchcliffe, Keith Townsend, and Steven Dickens share insights on the latest developments in AI, X86, and key takeaways from recent IBM, Lenovo, and BMC events.

Their discussion covers:

The impact of AI on the nuclear sector and how it's changing the landscape
The formation and significance of an x86 consortium and its implications for the industry
Key insights and announcements from the recent IBM event
Highlights from Lenovo's latest showcase and what it means for technology advancements
Important takeaways from BMC Connect and how they're shaping IT management strategies

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What’s driving enterprise adoption of AI PC’s? Six Five Media hosts Daniel Newman and Patrick Moorhead are at AMD Advancing AI, and joined by AMD's Jack Huynh, Senior Vice President and GM of Computing and Graphics Group, and Rahul Tikoo, Senior Vice President & GM, Client Business Unit, for a conversation on AMD's leadership in end-to-end AI infrastructure and the exciting announcement of the next-gen processors for the enterprise, the Ryzen AI PRO 300 series.

Their discussion covers:

Jack's insights on how AI PCs are set to transform the enterprise landscape
The journey AMD has taken to develop their third-generation AI processor, the Ryzen 300 series
Rahul's perspective on what sets the Ryzen AI Pro 300 series apart as the best AI PC platform for the enterprise
How AMD collaborates with Microsoft and ISVs to accelerate transformational AI experiences
Adoption trends among enterprise partners for AMD's Ryzen AI Pro technology

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Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:

Qualcomm Snapdragon Summit 2024 Recap

https://x.com/PatrickMoorhead/status/1849290802478146003

https://x.com/PatrickMoorhead/status/1848810442573131874

https://x.com/PatrickMoorhead/status/1848806608630915220

https://x.com/PatrickMoorhead/status/1848735742509322674

https://x.com/danielnewmanUV/status/1848813502665781481

https://x.com/danielnewmanUV/status/1848734221742862806

https://x.com/danielnewmanUV/status/1848455875863752706

https://x.com/danielnewmanUV/status/1848456461518782538

https://x.com/danielnewmanUV/status/1848363505730347386

ServiceNow Q3FY24 Earnings

https://x.com/danielnewmanUV/status/1849183124988506520

https://www.servicenow.com/company/media/press-room/servicenow-third-quarter-2024-financial-results.html

https://www.investors.com/news/technology/servicenow-stock-servicenow-earnings-news-q32024/

Arm Pulls Qualcomm License

https://x.com/PatrickMoorhead/status/1849228066234478834

https://x.com/PatrickMoorhead/status/1849223231959359924

https://x.com/PatrickMoorhead/status/1849114237127233987

https://x.com/danielnewmanUV/status/1848916952195932460

https://www.bloomberg.com/news/articles/2024-10-23/arm-to-cancel-qualcomm-chip-design-license-in-escalation-of-feud

https://www.datacenterdynamics.com/en/news/arm-to-cancel-qualcomms-architectural-license-in-60-days-over-nuvia-dispute/

IBM Q3FY24 Earnings + Granite 3.0 Reveal

https://x.com/danielnewmanUV/status/1849185554790772889

https://newsroom.ibm.com/2024-10-23-ibm-releases-third-quarter-results

https://www.cnbc.com/2024/10/23/ibm-earnings-q3-2024.html

https://x.com/danielnewmanUV/status/1848364706408591370

https://x.com/PatrickMoorhead/status/1848309754503848318

NVIDIA Blackwell Design Flaw Fixed

https://x.com/PatrickMoorhead/status/1849228066234478834

https://www.businessinsider.com/jensen-huang-tsmc-helped-fix-design-flaw-with-nvidias-blackwell-2024-10

https://finance.yahoo.com/news/nvidia-ceo-confirms-design-flaw-194705486.html

SAP Q3FY24 Earnings

https://www.sap.com/investors/en/why-invest/recent-results.html

https://www.stocktitan.net/news/SAP/sap-announces-q3-2024-g1ztyq3aglvv.html

https://www.investors.com/news/technology/sap-stock/

https://www.wsj.com/business/earnings/sap-gains-26-billion-in-market-value-surging-past-asml-4ad8499e

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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What’s the next frontier for AI? On this episode of Six Five in the Booth, host Keith Townsend sits down with IBM's Alex Seymour, Product Manager for watsonx.ai, to explore Agentic AI—an innovative framework redefining how AI interacts with the world. Live from IBM TechXchange, they dive into how this groundbreaking tech is shaping industries and pushing the boundaries of AI innovation.

Their discussion covers:

The concept and benefits of Agentic AI frameworks.
How IBM is implementing these frameworks in its products.
The potential impacts of Agentic AI on various industries.
Future developments and research in AI at IBM.
Challenges and ethical considerations in advancing AI technology.

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Is your hybrid cloud truly secure? Check out this special fireside chat with FalconStor's Todd Brooks and IBM's Bargav Balakrishnan as they join host Steven Dickens for Six Five Media In the Booth at IBM TechXchange. The group discusses the strategic partnership between FalconStor and IBM and how their collaboration is shaping the future of backup, workload migration, Disaster Recovery (DR) in the hybrid cloud, and the expanding role of AI.

Watch their interview as they dive into ⤵️

The enduring success of the strategic relationship between IBM and FalconStor, focusing on modernization and optimization of backup, workload migration, and DR in the hybrid cloud environment
Insights into this relationship benefits customers and partners
The increasing importance of data protection regardless of data location (cloud or on-prem), highlighting the advantages in terms of backup, ease of data migration, DR, and cybersecurity measures
The role of AI in future partnership developments and the handling of massive data volumes for AI applications, and FalconStor's AI data protection assistant
Potential new partnership areas with MSPs on IBM Cloud

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Host Steven Dickens chats with FalconStor's VP of Engineering, Ron Morita and VP of Customer Success, Abdul Hashmi for Six Five Media In the Booth at IBM TechXchange. They discuss solutions for modernizing and optimizing IBM Power environments using FalconStor’s StorSafe for data protection and cloud migration, and secure backup storage. Check out the full interview to learn more about the following: 👇

Modernizing and optimizing IBM Power environments with StorSafe’s capabilities including workload migration, disaster recovery, and ransomware protection
Key use cases for StorSafe across IBM Power Systems, PowerVS, IBM Cloud, and COS, and their specific benefits
A deep dive into the use case for SAP HANA backup utilizing StorSafe and detailing its unique advantages
Availability of StorSafe in the IBM Cloud Catalog for streamlined deployments both on-premises and in the cloud
An overview of benefits including maximizing PowerVS for superior data protection, streamlined workload migration, and effective ransomware recovery

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AI PCs for CTOs: Join Six Five On the Road for the final episode of our four-part series with Intel. Patrick Moorhead and Daniel Newman are joined by Intel's Todd Lewellen, VP & GM of PC Ecosystem, and Daryl Cromer, VP & CTO of PCs and Smart Devices at Lenovo for a conversation on the transformative impact of AI on enterprise computing.

Their discussion covers:

The evolving role of AI in enhancing PC capabilities and user experience
Strategic partnerships between Intel and Lenovo to innovate in the AI PC market
Key trends and future outlook for AI technologies in enterprise computing environments
Challenges and opportunities in integrating AI within existing PC ecosystems
Insights into upcoming AI features and functionalities in PCs and smart devices

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What if AI could revolutionize the way you learn?

Host Keith Townsend sits down with IBM's Suhas Kashyap, Senior Product Manager for InstructLab at watsonx.ai, for Six Five in the Booth at the IBM TechXchange Conference. Together, they delve into InstructLab, a groundbreaking AI-powered learning demo showcased at the event.

Their discussion covers:

The inspiration behind InstructLab's development
Key features and capabilities of InstructLab
The role of AI and machine learning in enhancing InstructLab
How InstructLab supports IBM's broader technology ecosystem
Future plans and updates for InstructLab

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On this episode of Six Five Media at Smartsheet Engage, host Keith Townsend sits down with Smartsheet's VP of Engineering, JB Brown, to take an in-depth look at how Smartsheet and Amazon Web Services are transforming AI-powered decision-making with their brand-new connector for Amazon Q Business.

Their discussion covers:

The latest AWS announcement and its game-changing significance
Who stands to benefit from this collaboration and the business value it brings
How the new connector will impact Smartsheet users
Real-world applications of the Smartsheet connector in Amazon Q
JB’s personal favorite feature in Smartsheet!

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On this episode of the Six Five Webcast - Infrastructure Matters, hosts Camberley Bates, Dion Hinchcliffe, and Keith Townsend discuss the critical intersection of AI and the semiconductor industry, while sharing highlights from Smartsheet Engage and Amazon’s Generative AI Summit.

Their discussion covers:

Recent AI and cloud computing industry developments
Insights from the Smartsheet ENGAGE conference and Smartsheet's evolving business landscape
Highlights from Amazon’s Generative AI Summit, focusing on the latest AI innovations
Key announcements from AMD, spotlighting the company's advancements in the AI chip market and rivalry with NVIDIA
The overarching access and utilization challenges of AI hardware, such as data management, infrastructure needs, and the prospect of CPU-based solutions for enterprise AI demands

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Companies are generating more data than ever, and storage costs are rising. Six Five Media hosts Mitch Lewis and Camberley Bates are joined by Broadcom Product Marketing Engineers Tom Nagelmeyer and John Nicholson, for a conversation on how modern solutions can significantly lower the Total Cost of Ownership (TCO) for storage.

Their discussion covers:

The evolving landscape of data storage and its impact on TCO
How Broadcom's innovative solutions are setting new standards for storage efficiency
Real-world examples where modern storage solutions have made a difference
The role of software in optimizing storage costs
Future trends in storage technology and their implications for businesses

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ServiceOps takes center stage. Six Five Media host Mike Vizard is joined at BMC Connect by BMC's Margaret Lee, SVP and General Manager of Digital Service and Operations Management Business to share how BMC and partners are joining forces to drive the future of ServiceOps to accelerate growth while minimizing risks.

Their discussion covers:

The evolving landscape of service operations and its impact on business innovation
Strategies for managing digital risk in a fast-paced technology environment
The role of AI and machine learning in streamlining service operations
The collaboration between BMC and partners to empower organizations in their digital transformation journeys
Best practices for businesses to integrate ServiceOps into their processes to accelerate growth while minimizing risks

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IBM provides us with the latest on their AI strategies, from model development to tuning to consulting and implementation. Host Daniel Newman and IBM's Rob Thomas, Chief Commercial Officer, spoke on the topics below. ⤵️

The key drivers behind the current AI productivity surge
IBM's role and innovations in advancing AI technology
Challenges businesses face in integrating AI and how to overcome them
Future trends in AI development and corporate adoption
Real-world impacts of AI advancements on different industries

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Adobe is making strides for performance marketers. Six Five On the Road makes a stop at AdobeMAX, where host Melody Brue is joined by Adobe's Vikram Viswanathan, Head of Product Marketing & GTM, for a conversation on Adobe's introduction of GenStudio, a new product aimed at revolutionizing performance marketing.

Their discussion covers:

The inception and vision behind GenStudio
How GenStudio stands out in the market of performance marketing tools
The specific benefits and features of GenStudio for marketers
Vikram's insights on the future of digital marketing and Adobe's role in it
Live responses to audience questions about GenStudio and performance marketing

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On this insightful Signal65 Video Insight, host Ryan Shrout, President of Signal65, is joined by Samsung's Blake Gaiser, Director of Smartphone Product Management, for a conversation about the development and impact of Galaxy AI and the latest trends and innovations in the smartphone sector.

Their discussion provides a comprehensive look at Samsung's AI journey and its forward-thinking approach to shaping the future of mobile devices and covers:

How AI has revolutionized Samsung’s mobile experience, especially with the launch of the Galaxy S24 lineup.
The evolution of smartphone technology and its impact on consumer behavior.
Insights into Samsung's strategy for staying ahead in the competitive smartphone market.
Samsung's vision to make AI intuitive and seamlessly integrated across its product ecosystem, including smartphones, tablets, wearables, and even household appliances like TVs and refrigerators.
The role of sustainability and environmental considerations in product development.
Future directions for smartphone innovations and user experience enhancements.
The importance of customer feedback in shaping product roadmaps.

Learn more at Samsung.

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On this episode of the Six Five Webcast Infrastructure Matters, hosts Camberley Bates, Steven Dickens, and Keith Townsend delve into the transformative world of Storage East AI. They bring their extensive expertise to explore the latest advancements in AI storage solutions and how they're reshaping the infrastructure landscape.

Their discussion covers:

The evolving requirements of storage systems in AI-driven environments
How AI is changing the landscape of data storage solutions
The challenges and opportunities presented by AI in storage architectures
Insights into the future of storage technologies powered by artificial intelligence
Best practices for integrating AI into existing storage infrastructures

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Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:

AMD, Intel, Tech Titans Extend X86 ISA

https://x.com/PatrickMoorhead/status/1846235089682018306

https://x.com/PatrickMoorhead/status/1846262139151176179

https://x.com/danielnewmanUV/status/1846264927994237402

https://x.com/danielnewmanUV/status/1846319555591000290

https://www.tomshardware.com/pc-components/cpus/intel-and-amd-forge-x86-ecosystem-advisory-group-that-aims-to-ensure-a-unified-isa-moving-forward

Lenovo Tech World 2024

https://x.com/PatrickMoorhead/status/1845882243794796835

https://x.com/PatrickMoorhead/status/1846237497380294836

https://x.com/PatrickMoorhead/status/1846242737445814319

https://x.com/PatrickMoorhead/status/1846248323432567243

https://x.com/PatrickMoorhead/status/1846317327522156817

https://x.com/PatrickMoorhead/status/1846319565242093679

https://x.com/PatrickMoorhead/status/1846239452810875178

https://x.com/danielnewmanUV/status/1846315451959369798

https://x.com/danielnewmanUV/status/1846317214804463914

https://x.com/danielnewmanUV/status/1846236949981680031

https://x.com/danielnewmanUV/status/1845936522962653547

Amazon & Google Go Nuclear

https://x.com/danielnewmanUV/status/1846534310838616064

https://x.com/danielnewmanUV/status/1845909978713833948

https://finance.yahoo.com/video/amazon-invests-500m-nuclear-microsoft-210914709.html

https://www.latimes.com/business/story/2024-10-16/amazon-google-tap-into-nuclear-power-to-fuel-data-centers-and-ai-push

Adobe Max 2024

https://x.com/MelodyBrue/status/1845814101382983847

https://x.com/MelodyBrue/status/1846191032490140126

https://news.adobe.com/news/2024/10/101424-adobe-puts-greater-power-possibility-in-hands-of-creators-teams-marketers

https://www.cxtoday.com/crm/adobe-max-2024-3-top-takeaways-from-the-creativity-conference/

https://www.forbes.com/sites/prakharkhanna/2024/10/16/adobe-max-2024-all-the-announcements-sneak-peeks-and-more/

Color Me Amazon Kindle

https://x.com/PatrickMoorhead/status/1846554097459274004

https://www.cnn.com/cnn-underscored/electronics/amazon-kindle-colorsoft-2024-models

https://me.pcmag.com/en/ebook-readers/26431/amazon-launches-its-fastest-kindle-paperwhite-and-new-entry-kindle-in-matcha-color

https://www.techradar.com/tablets/ereaders/amazon-kindle-colorsoft-review

TSMC Q3FY24 Earnings

https://x.com/danielnewmanUV/status/1846905328576647464

https://pr.tsmc.com/english/news/3180#:~:text=In%20US%20dollars%2C%20third%20quarter,net%20profit%20margin%20was%2042.8%25

https://www.businessinsider.com/tsmc-stock-price-q3-earnings-chip-stocks-asml-nvidia-amd-2024-10

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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In a rapidly evolving data landscape, organizations must adapt or risk falling behind. Six Five Media Host Mike Vizard connects with BMC's Basil Faruqui, Solutions Marketing Director for Digital Business Automation to explore how DataOps can be a game-changer. Faruqui shares insights on how businesses can harness the power of DataOps to unlock the full potential of their data and drive digital transformation.

Their discussion covers:

The evolving importance of DataOps in today's data-driven environments
Strategies for effective data orchestration and automation
Challenges organizations face in maximizing data value and how to overcome them
The role of digital transformation in enhancing data operations
Predictions for the future of data management and operations

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Looking to future-proof your IT Operations? Host Mike Vizard is on Six Five Media at BMC Connect with Raymond James Financial's Chris Haynes, Associate Director IT Operations Services, for a conversation on how IT operations can adapt to change and drive business success while integrating new technologies, and operationalizing growth.

Their discussion covers:

Strategies for effectively engaging business users to drive IT initiatives
The role of new technologies in transforming IT operations
Challenges and solutions for operationalizing growth within IT sectors
Best practices for IT teams to adapt to rapidly changing business environments
Insights on future IT trends and how organizations can prepare

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AI and cloud technologies are transforming industries, but how can your business stay ahead of the curve? Six Five Media Host Mike Vizard sits down with BMC's Gur Steif, President of Digital Business Automation at BMC Connect for an insightful conversation on how BMC empowers customers through the integration of DataOps, cloud, and artificial intelligence.

Their discussion covers:

The evolving role of DataOps in today’s technology landscape
How BMC integrates AI to enhance its digital business automation solutions
The impact of cloud technologies on business innovation and efficiency
Strategies for organizations to effectively adopt and leverage BMC's innovative solutions
Insights into BMC's future direction and commitment to customer empowerment

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Discover the future of IT efficiency and risk management as Six Five Media host Mike Vizard delves into BMC's AIOps advancements at BMC Connect. He is joined by BMC's Kiran Diwakar, Area VP of Product Management, for an in-depth discussion on the newest AI-powered innovations.

Their discussion covers:

The current state of AIOps and BMC's role in it
How BMC AIOps innovations are driving efficiency and reducing risks for businesses
Future directions for AIOps technology at BMC
Case studies showcasing BMC AIOps in action
Advice for organizations looking to implement AIOps solutions

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On this episode of the Six Five Webcast Infrastructure Matters, hosts Camberely Bates, Steven Dickens, Keith Townsend and Dion Hinchcliffe discuss the unique position of VMware amidst widespread disruption caused by AI in various industries.

Their discussion covers:

The impact of AI across different sectors and how companies are adapting to these changes
VMware's strategies to leverage AI advancements while maintaining its core service offerings
The intersection of AI technologies with cloud computing and VMware's role in this ecosystem
Future trends in AI development and predictions for the technology landscape
VMware's contributions to AI research and development, emphasizing collaboration and innovation

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On this episode of the Six Five Webcast – Enterprising Insights, host Keith Kirkpatrick gives a comprehensive wrap-up of two major tech events: Smartsheet Engage and the Zendesk AI Summit. This discussion explores the latest trends, announcements, and breakthroughs presented at these leading industry conferences.

Keith covers:

Key takeaways from Smartsheet Engage including new product announcements and strategic directions
Highlights from the Zendesk AI Summit focusing on the future of customer experience and AI integration
Predictions for how the announcements and trends from these events will influence enterprise technology strategy.
Insights into the evolving landscape of work management tools and customer service technologies
Implications for businesses striving to enhance collaboration and customer interaction through advanced technologies

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Gen AI meets mainframe management on this episode of Six Five Media at BMC Connect. Hosts Steven Dickens and Mike Vizard are joined by BMC Software's Dave Jeffries, Vice President of R&D for ZSolutions, and Priya Doty, Vice President of Solutions Marketing BMC AMI, for a conversation on simplifying mainframe management with the generative AI capabilities of BMC AMI Assistant.

Their discussion covers:

The BMC's Statement of Direction for Generative AI in cloud environments within the BMC AMI Platform and the role of BMC AMI Assistant as a pivotal advancement
Addressing the expertise gap in mainframe management through the BMC AMI Assistant
The application of Generative AI in automating routine tasks and its impact on productivity by allowing staff to concentrate on more strategic initiatives
An exploration of how the BMC AMI Platform and Assistant synergize to enhance efficiency for mainframe experts and accelerate innovation

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What is the current state of DataOps in the enterprise? Host Mike Vizard and BMC's Ram Chakravarti, Senior Vice President & Chief Technology Officer, share thoughts with Six Five Media at BMC Connect on the evolving landscape of DataOps, AI, and their critical roles in enterprise orchestration and data efficiency.

Their discussion covers:

The current state and the future of DataOps in enterprises
How AI technologies are being integrated into orchestration tools
Strategies for enhancing data efficiency and security in cloud environments
The role of automation in managing IT operations and data workflows
Insights into BMC's initiatives towards advancing AI and DataOps solutions

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Curious about the future of mainframes? Six Five Media hosts Steven Dickens and Mike Vizard chat with BMC's Anthony DiStauro, AI Evangelist & Senior Product Development Architect and Dave Jeffries, Vice President of R&D for ZSolutions at BMC Connect. Discover how generative AI unlocks strategic insights, enhances security, and can shape the future of this critical technology.

Their discussion covers:

The current state and evolution of mainframe DevOps and AIOps
How generative AI services are revolutionizing mainframe operations
The role of strategic insights in enhancing DevOps and AIOps practices
The impact of AI on mainframe security and compliance
Future trends and predictions for mainframe technology

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GenAI is the future of business, and it's happening now with Six Five Media host Steven Dickens at BMC Connect and BMC's Tony Anter, DevOps Evangelist and Technology Solutions Director, and Mark Schettenhelm, Lead Product Manager for a conversation, on how GenAI-driven automation is revolutionizing business processes and easing the fear of change.

Their discussion covers:

The impact of GenAI on automation and how it's changing the landscape for businesses
Strategies businesses can adopt to seamlessly integrate GenAI into their processes
Overcoming challenges associated with the adoption of new technologies
Real-world success stories of businesses leveraging GenAI-driven automation
Insights into future trends and how companies can prepare for the next wave of technological innovation

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What is Agentic AI? Steven Dickens of Six Five Media is at BMC Connect to discuss BMC's pioneering introduction with BMC's Ryan Manning, Vice President of Product Management, and Josh Nichols, Sr. Manager Corporate Applications, at CoorsTek, Inc. to discuss Agenic AI and its role in revolutionizing how enterprises manage their IT work.

Their discussion covers:

The evolution and strategic importance of AI in enterprise IT management
Insights into BMC's latest Agentic AI offerings and their unique benefits
Case study insights from CoorsTek, Inc. on implementing BMC's Agentic AI solutions
Future trends and predictions for AI in the enterprise IT space
Best practices for businesses looking to leverage AI for IT management

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On this episode of the Six Five Webcast - The 5G Factor, hosts Ron Westfall and Tom Hollingsworth discuss the crucial role US Communication Service Providers (CSPs) T-Mobile, AT&T, and Verizon play in public safety, particularly in response to natural disasters like hurricanes.

Their discussion covers:

Verizon and its dedicated first responder and public safety arm, Verizon Frontline, and their efforts in repairing cell sites damaged by Hurricane Helene in North Carolina and Tennessee.
T-Mobile and Starlink's collaboration, marked by receiving a second Special Temporary Authority (STA) from the FCC to operate their innovative Direct-to-Cellular service over Hurricane Milton’s devastating path in Florida.
The expansive support provided by the FirstNet, built with AT&T, team for first responders throughout the US Southeast, highlighting the deployment of dedicated FirstNet assets and solutions for emergency support.
Plus, the announcement from Qualcomm and Honeywell at Embedded World North America, unveiling their partnership to revolutionize the energy sector with cutting-edge 5G, Low Power Wireless, and AI-Enabled technologies.

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It’s Six Five Media at AMD Advancing AI, with our hosts Daniel Newman and Patrick Moorhead joined by AMD's SVP of Artificial Intelligence Vamsi Boppana, and Brad McCredie SVP of Data Center GPU and Accelerated Processing, to discuss the chipmaker's full-stack data center solutions, EPYC processor market share, and the evolving roles of GPUs and CPUs in AI.

Their discussion covers:

The evolution of AMD's strategy from providing compute engines to offering comprehensive data center solutions
The integration of AI, Instinct Accelerators, networking compute, and EPYC CPUs into full stack solutions amid changing customer preferences
The significant market share gain by AMD's EPYC processors, customer feedback, and how AMD continues to execute its roadmap effectively
The emerging landscape of AI, with a focus on the balance between GPUs and CPUs in advancing AI technologies and what customers should consider as they venture into AI

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Six Five Media had the pleasure of having AWS CEO Matt Garman on the show. Patrick Moorhead and Daniel Newman spoke with him on the current state of AI, AWS's approach to supporting it, the importance of scalability, predictions for the future, and their commitment to innovation and democratizing AI.

Specifically, our discussion covers:

The current state of AI and its implications for businesses and developers.
AWS's approach to supporting a diverse array of AI models and frameworks.
The importance of scalability and flexibility in AI infrastructure.
Predictions for the future of AI technologies and their integration into industry solutions.
Insights into AWS's commitment to fostering innovation and democratizing AI access for all users.

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This special episode of Six Five Media On The Road reveals exciting news shared by Intel and AMD CEOs, Pat Gelsinger and Lisa Su, exclusively with hosts Patrick Moorhead and Daniel Newman about a groundbreaking new collaboration that marks a significant shift in the tech industry, aiming to drive advancements and innovation at unprecedented speeds.

Their discussion covers:

The strategic vision behind the Intel and AMD partnership
Expected impacts on the X86 ecosystem and the broader technology landscape
Innovations and advancements anticipated from this collaboration
How this partnership positions Intel and AMD against competitors
The long-term goals and outcomes both companies aim to achieve

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Six Five Media hosts Daniel Newman and Patrick Moorhead are at AMD Advancing AI where they’re joined by AMD's Forrest Norrod, Executive Vice President and General Manager, Data Center Solutions Business Group, for a conversation on AMD's strategic evolution toward becoming a data center solutions provider and the latest collaboration driving forward AI and chip ecosystems.

Their discussion covers:

An overview of AMD's evolved strategy from compute engines to comprehensive data center solutions
AMD's integration of AI, Instinct Accelerators, and EPYC CPUs, and the role of ecosystem collaboration in offering full-stack solutions
The significant impact of EPYC in the data center market, AMD's market share growth, and customer feedback
The evolving landscape of AI technologies, the role of GPUs and CPUs, and strategic advice for customers exploring AI

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On this episode of the Six Five Media at NetApp Insight, host Krista Case is joined by NetApp's Gagan Gulati, GM, Data Services, for a conversation on enhancing data resilience amidst the escalating threat of cyber attacks. Gagan shares invaluable insights into how Integrated Data Infrastructure (IDI) supports business growth, agility in hybrid and multi-cloud environments, and the pioneering trends in cloud computing set to revolutionize IDI.

Their discussion covers:

The crucial role of IDI in supporting growth and agility for businesses adopting hybrid and multi-cloud strategies
Gagan's perspective on the most promising trends and technologies in cloud computing that are poised to significantly impact IDI
How NetApp's IDI enhances decision-making and leverages big data for real-time analytics, providing businesses with a competitive edge
Practical advice for companies eager to upgrade their data infrastructure, focusing on cost efficiency and optimal resource allocation

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Coverage & analysis from Six Five Media at NetApp Insight 2024. Host Daniel Newman is joined by NetApp's Gabie Boko, CMO, for a conversation on how Intelligent Data Infrastructure (IDI) is supporting business growth and agility as they navigate the complexities of hybrid and multi-cloud strategies.

Their discussion covers:

The support IDI provides to businesses adopting hybrid and multi-cloud strategies for growth and agility
Exciting trends and technologies in cloud computing that impact IDI significantly
How NetApp's IDI aids in better decision-making and real-time analytics in big data utilization
Practical advice for companies aiming to enhance their data infrastructure, focusing on cost concerns and resource management

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The Six Five Media was at NetApp Insight 2024! Host Daniel Newman sat down with NetApp's CEO George Kurian, and Hoseb Dermanilian, Sr. Dir, Global Head of AI Sales & GTM, for a discussion on how NetApp is spearheading innovation in data management and storage, ensuring customer success in the rapidly evolving tech landscape.

Their discussion covers:

The alignment of NetApp's strategic direction with the evolving needs of data management and storage
NetApp's competitive differentiators in the data management and storage market
The role of partnerships and alliances in bolstering NetApp's market position
Emerging trends in data infrastructure and the influence of AI and machine learning technologies
NetApp's approach to harnessing the power of AI and GenAI, detailing their AI-ready solutions and strategies for businesses

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In episode 55 of the Six Five Webcast Infrastructure Matters, hosts Steven Dickens and Camberley Bates from The Futurum Group dive into recent reports on changes in cloud deployments. including looking into more reports on repatriation and public cloud trending, and what that means for new technologies being introduced to the markets, including announcements from Oracle and Lenovo. They also discuss VMware and what that means with the cloud. Finally, our program extends our hearts to Brian Gong’s family and friends due to his passing.

Their discussion covers:

Honoring Brian Gong
Cloud Adoption Trends and how the focus has shifted from cloud first to application placement, influenced by the AI boom and cost concerns. How companies are evaluating the best platform for each workload rather than making blanket decisions about cloud migration
VMware trending, for migration and TCO analysis of the options
The strategic importance of partnerships in delivering vertical applications, including data effective AI training
New announcement from Lenovo, plus the impact of the advanced liquid cooling technology of Neptune

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On this episode of the Six Five Webcast - The 5G Factor, hosts Ron Westfall and Tom Hollingsworth dive into the latest developments and challenges within the telecom sector, focusing on cybersecurity, AI integration, and combating fraud.

Their discussion covers:

Nokia's new Threat Intelligence Report: an analysis of the accelerating cyberattacks on telecom infrastructure and the increasing utilization of GenAI by cybercriminals to boost the speed, volume, and sophistication of attacks
The Qualcomm AI Orchestrator: a discussion on its purpose to harmonize AI functionalities across platforms to enhance interaction experiences and bolster security measures
Vodafone's innovative approach to fraud prevention: how the use of data-driven APIs, like Scam Signal, equips the telecom industry to counteract fraudulent activities effectively

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Six Five Media is bringing you the latest from AMD’s top executives at their second annual Advancing AI event.

AMD's CEO Dr. Lisa Su, sat down with our hosts, Daniel Newman and Patrick Moorhead, for a conversation on AMD's advancements in AI and the technology industry's future. Dr. Su shares valuable insights from AMD, highlighting their strides in AI and reflecting on her decade of leadership at the company.

Their discussion covers:

The distinctive features of the 5th Gen AMD EPYC CPU codenamed “Turin,” and its impact on the data center CPU market
The significance of the new AMD Instinct MI325X GPU for generative AI model optimization
Updates on ROCm, AMD's open software approach, and what it means for customers and developers
AMD's progress in comprehensive AI infrastructure, including AI PCs and edge AI portfolio
Dr. Su's reflection on her 10 years as CEO of AMD, the company's remarkable growth, and her outlook for the future

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On this episode of the Six Five Webcast Infrastructure Matters, our hosts, Krista Case and Steven Dickens, dive deep into the evolving landscape of the cybersecurity and technology industry. Join us for a compelling conversation on the latest industry developments, including partnerships, data protection, cloud technology, and emerging cybersecurity trends.

Their discussion covers:

The strategic partnership between AWS and Oracle, highlighting the move towards a more flexible, multi-cloud world
The critical importance of data protection and cybersecurity in today's digital age, focusing on ransomware protection and full-application stack recovery
The accelerated adoption of cloud-based solutions and the significance of sovereign cloud deployments for regional security
Emerging trends in cybersecurity, such as AI-powered threat detection and the shift towards consolidated, platform-driven security solutions
The impact of Salesforce's acquisition of Own Backup on the industry landscape

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On this episode of the Six Five Podcast Enterprising Insights, host Keith Kirkpatrick discusses Microsoft's strategic approach to industries, exploring how this tech giant tailors solutions and technologies to meet the unique needs of various sectors.

Their discussion covers:

How Microsoft leverages its cloud capabilities to innovate within specific industries
The impact of AI and machine learning on industry-specific solutions
Microsoft's partnerships and collaborations with industry leaders
The role of data security and privacy in Microsoft's industry solutions
Future trends and predictions for technology adoption across industries

Watch the video below, and be sure to subscribe to our YouTube channel, so you never miss an episode.

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Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:

AMD Advancing AI Event

https://x.com/PatrickMoorhead/status/1844460031758172285

https://x.com/PatrickMoorhead/status/1844439944179376200

https://x.com/PatrickMoorhead/status/1844430616856756485

https://x.com/PatrickMoorhead/status/1844429745565655117

https://x.com/PatrickMoorhead/status/1844423395540337077

https://x.com/PatrickMoorhead/status/1844420979109646838

https://x.com/PatrickMoorhead/status/1844418798650274270

https://x.com/PatrickMoorhead/status/1844415678918603090

https://x.com/PatrickMoorhead/status/1844412770944770095

https://x.com/danielnewmanUV/status/1844432160754970987

https://x.com/danielnewmanUV/status/1844414108319514734

https://x.com/danielnewmanUV/status/1844422860598915320

https://x.com/danielnewmanUV/status/1844420904945889670

https://x.com/danielnewmanUV/status/1844419725817975196

https://x.com/danielnewmanUV/status/1844415616054329732

https://x.com/danielnewmanUV/status/1844415386198159789

https://x.com/danielnewmanUV/status/1844415070518050887

https://x.com/danielnewmanUV/status/1844414640165671309

https://x.com/danielnewmanUV/status/1844412396829540565

NVIDIA & MediaTek Getting Into AI PCs?

https://x.com/PatrickMoorhead/status/1843979130095743096

https://x.com/danielnewmanUV/status/1844132931931079015

https://www.tomshardware.com/pc-components/gpus/nvidia-and-mediatek-collaborate-on-3nm-ai-pc-cpu-chip-reportedly-ready-for-tape-out-this-month#:~:text=According%20to%20reports%20from%20leakers,on%20track%20for%20late%202025.

Amazon Generative AI Summit

https://press.aboutamazon.com/2024/10/amazon-announces-ai-shopping-guides-generative-ai-powered-buying-guides-that-seamlessly-bring-together-product-research-and-relevant-products

https://x.com/danielnewmanUV/status/1844433891974869228

https://x.com/PatrickMoorhead/status/1844432588972359810

Apple M4 Performance Leaks

https://wccftech.com/first-apple-m4-mac-spotted-in-geekbench-6/

https://www.tomsguide.com/computing/macbooks/macbook-m4

https://www.techradar.com/computing/macbooks/the-m4-macbook-pro-might-have-just-leaked-on-youtube

Tesla Robotaxi Event

https://finance.yahoo.com/news/tesla-robotaxi-event-analysts-weigh-in-on-what-to-expect-from-ceo-elon-musks-big-moment-164748104.html

https://www.investors.com/news/tesla-robotaxi-event-elon-musk-tesla-stock/

Commvault SHIFT Event

https://www.techbusinessnews.com.au/news/commvault-makes-several-announcements-at-major-event/

https://www.prnewswire.com/news-releases/commvault-to-advance-a-new-world-of-cyber-readiness-recovery-resilience-and-continuous-business-at-shift-2024-302222635.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.

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Check out the latest episode from Six Five Media at Smartsheet ENGAGE, where host David Nicholson chats with Frank Geraci, President of Cronos Consulting Group, Inc., about their game-changing new solution for Smartsheet: Huddle. Developed by Cronos, Huddle is designed to elevate the Smartsheet experience, offering powerful enhancements in configuration management, version control, and portal functionality.

Their conversation covers:

Streamlining Configuration Management in Smartsheet
Innovative Version Control capabilities with Huddle
Enhanced Smartsheet Portals and their benefits

Discover more about how Huddle is driving innovation in marketing at Smartsheet.

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Exciting Highlights from Six Five Media at Smartsheet ENGAGE 2024! In the latest episode host David Nicholson is joined by Cicero, Director of Product Marketing at Smartsheet, for an in-depth conversation about the standout moments from Smartsheet ENGAGE 2024.

Their discussion covers:

Transformative experiences for ENGAGE attendees
The vibrant, high-energy atmosphere that sets ENGAGE apart
Buzz from the ground — insights on what attendees loved
Key announcements and their broader implications
Cicero’s favorite Smartsheet feature and its impact

Don't miss this episode if you want to catch up on all things Smartsheet ENGAGE 2024! Learn more at Smartsheet.

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On the latest episode of Six Five Media at Smartsheet ENGAGE, host David Nicholson sits down with Smartsheet's Jennifer Stockton, Senior Director of Solutions Marketing, and Conga’s Courtney Finger, Principal of Product Marketing Operations, for an insightful conversation about how Conga has leveraged the Smartsheet platform to transform its marketing operations.

Their discussion covers:

The key challenges Conga faced in marketing operations and why Smartsheet was the ultimate solution.
The journey from "chaos to collaboration" made possible by Smartsheet's adoption within Conga.
Favorite Smartsheet features that boost marketing and creative operations.
The importance of scalability for creative teams and how Smartsheet supports this growth.
Unique benefits that Smartsheet offers to organizations seeking streamlined and collaborative creative processes.

Don’t miss out on this deep dive into how Smartsheet is driving innovation in marketing! Learn more at Smartsheet.

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On this episode of Six Five Media at Smartsheet Engage, host Keith Townsend sits down with Smartsheet's Amilcar Alfaro, Sr. Director, Product Marketing, to explore the latest and most exciting product announcements from Smartsheet ENGAGE 2024.

Their discussion covers:

The newest features from ENGAGE 2024 and their impact on productivity and project management.
What enterprise-grade scale means and how it benefits organizations.
The accessibility of Smartsheet for users of all technical backgrounds.
A sneak peek at upcoming products and features to look forward to.
Amilcar’s personal favorite feature and why it stands out.

Don't miss this in-depth conversation packed with insights on how Smartsheet is evolving to meet the needs of today's dynamic businesses. Be sure to visit our website for all the episodes from Smartsheet ENGAGE 2024.

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On the latest episode of Six Five Media at Smartsheet Engage, host David Nicholson is joined by Urmila Kukreja, Director of Product Management at Smartsheet, for an insightful discussion on harnessing the power of Generative AI to elevate business operations.

Their discussion covers:

The unique AI tools Smartsheet offers and how they stand out in the market
Smartsheet’s strategic approach to seamlessly integrating AI into its platform
Strategies to build and strengthen trust in AI among users
Predictions on how Generative AI will shape the future of Collaborative Work Management (CWM)
Urmila’s favorite Smartsheet feature and its impact on productivity and collaboration

Listen now to catch all the details and explore the future of AI in CWM with Smartsheet!

Be sure to visit our website for all the episodes from Smartsheet ENGAGE 2024.

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New episode from Six Five Media at Smartsheet ENGAGE! David Nicholson spent some time talking with Praerit Garg, President of Product and Innovation at Smartsheet, about the company's vision and game-changing approach to innovation.

Praerit shared how Smartsheet empowers teams and individuals to work smarter and the crucial role that customer feedback plays in shaping the platform's evolution.

Their discussion covers:

Smartsheet’s unique vision for transforming work management
Innovative strategies that set Smartsheet apart from the competition
The power of customer insights in addressing challenges and driving product development
Future directions and growth for Smartsheet
Praerit's go-to Smartsheet feature and why it stands out

Don't miss this conversation! Learn more at Smartsheet.

Be sure to visit our website for all the episodes from Smartsheet ENGAGE 2024.

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How is Smartsheet enhancing the user experience with generative AI? Join Six Five Media at Smartsheet ENGAGE with host Dave Nicholson & Smartsheet's Miya McClain, VP, Product Management. as they break down Smartsheet’s new next-gen features aiming to enhance UX and the anticipated impact of generative AI.

Their discussion covers:

New features in Smartsheet enhancing the Collaborative Work Management (CWM) experience.
Smartsheet's strategic focus on user experience and why it matters.
Anticipated user reactions to the next-gen Smartsheet platform.
The game-changing role of Generative AI in work management platforms.
Miya's personal favorite new feature in Smartsheet.

Catch the full conversation for a deep dive into the future of work management and user experience innovation and more coverage on our website.

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Kicking off our series of Six Five Media at Smartsheet ENGAGE with host Keith Townsend, who is joined by Smartsheet's Chris Peake, CISO & SVP, Information Security. Their conversation covers why modern businesses require enterprise-grade security, the evolving landscape of enterprise security, the impact of AI on cybersecurity, and the future trends IT leaders should prepare for.

Their discussion covers:

The definition of enterprise-grade security and its critical significance
The future of responsible AI and its implications for CISOs today, along with the opportunities it presents
Major AI-related threats in enterprise technology and other significant threats businesses must anticipate
Market trends in the security domain as observed by a CIO and the developments anticipated in the near to mid-term future
Chris Peake's personal favorite feature in Smartsheet and how it enhances security measures

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AI PC Insights and Strategies for CIOs! Join the Six Five On the Road for part three of our four-part series with Intel. Patrick Moorhead and Daniel Newman are joined by Intel's Todd Lewellen, VP & GM of PC Ecosystem, and Insight's Megan Amdahl, COO of North America for an in-depth look at how CIOs should navigate the emergence and integration of AI PCs within their organizations.

This insightful discussion reveals the anticipated benefits, preparation strategies, and the balancing act between innovation and security that accompanies the adoption of AI PCs. Their conversation covers:

The benefits Insight expects from the adoption of AI PCs
Intel's support strategies for enterprises preparing for AI PC integration
Insight's plans for merging AI PCs and software into their existing IT ecosystems
Addressing AI-specific privacy and security concerns with AI PCs
Strategies CIOs are employing to analyze costs and benefits for AI PC implementation

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On this episode of Six Five On the Road, host Patrick Moorhead is joined by Astera Labs' Jitendra Mohan and Thad Omura for a conversation on scaling AI through innovative solutions like the new Scorpio Smart Fabric Switch Portfolio and overall understanding the journey and vision of Astera Labs.

Their discussion covers:

Astera Labs’ journey to enabling AI infrastructure and reflections on their IPO
The challenges of keeping up with demand for AI models, next-gen GPUs, and AI accelerators as discussed by Thad Omura
Insights into Astera Labs' Scorpio Smart Fabric Switch Portfolio and its alignment with industry trends and hyperscaler demands
How Astera Labs' current developments tie into its future vision for advancing AI technology infrastructure

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On this episode of the Six Five Webcast - Infrastructure Matters, host Camberley Bates is joined by Solidigm's Rita Wouhaybi, Ph.D., AI Fellow for Solidigm, for a conversation on the intricacies and future directions of AI data pipelines.

Their discussion covers:

The evolution and current state of AI data management
Challenges in building scalable AI data infrastructure
Solidigm’s unique approach to addressing these challenges
Future trends in AI data processing and analysis
Insights into best practices for enterprises adopting AI technologies

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Six Five Media covering Commvault SHIFT 2024! Hosts Daniel Newman and Patrick Moorhead are joined by Commvault's CEO, Sanjay Mirchandani, for a conversation on the company's strategic shift towards a cloud-first approach in cyber resilience. This transition has been marked by key acquisitions and partnerships, signaling a significant pivot in Commvault's strategy to bolster cyber resilience in the cloud.

Their discussion covers:

Commvault's acquisitions of Appranix and Clumio to strengthen its cloud-first cyber resilience approach and its new partnerships with AWS and Google.
The rationale behind acquiring Clumio, a former competitor specializing in AWS data and workload protection.
An introduction of Appranix by Commvault and its impact as a game-changing product in the cloud resilience space.
Strategy behind Commvault's hefty partnership announcements with AWS and GCP, including hosting the Commvault Cloud platform on AWS and protecting Google Workspace.
Insights into Commvault's relationship with Azure and how it complements the company's cloud-first cyber resilience strategy.
An exploration of the concept of Continuous Business as discussed in Sanjay Mirchandani's keynote at SHIFT, and how it differs from traditional notions of business continuity.

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Six Five Media is live for a segment on network management within hybrid & multi-cloud environments! Host Steven Dickens is joined by Infoblox's Chief Product Officer, Mukesh Gupta, for a conversation on reinventing DDI (DNS, DHCP, and IPAM) solutions for modern hybrid and multi-cloud environments with their new Universal DDI Product Suite.

Their discussion covers:

The evolving landscape of DDI management in hybrid and multi-cloud environments
Key features and innovations within the Universal DDI™ Product Suite
How Infoblox's solutions are designed to meet the needs of modern enterprises
The importance of scalability and security in DDI solutions for businesses today
Insights into future trends in DDI management and cloud infrastructure

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Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:

Vast Data COSMOS

https://x.com/danielnewmanUV/status/1841152958420918375

https://x.com/PatrickMoorhead/status/1841145039587598679

https://x.com/PatrickMoorhead/status/1841097016094461954

Automating Ports

https://x.com/danielnewmanUV/status/1841114877836022104

NVIDIA-Accenture Tie Up

https://x.com/danielnewmanUV/status/1841528147294208241

https://x.com/PatrickMoorhead/status/1841627849494516038

Weak iPhone Sales?

https://x.com/danielnewmanUV/status/1841101624321720594

https://x.com/PatrickMoorhead/status/1841106209471881334

GenAI Weekly: NotebookLM, NVIDIA LLM, OpenAI, Microsoft

https://x.com/PatrickMoorhead/status/1841558612130275682

https://x.com/PatrickMoorhead/status/1841235999265059096

https://x.com/danielnewmanUV/status/1841579851695685820

https://x.com/danielnewmanUV/status/1841534120033132830

https://x.com/PatrickMoorhead/status/1841801176334954617

https://x.com/PatrickMoorhead/status/1841235999265059096

https://x.com/PatrickMoorhead/status/1841801176334954617

Signal65 Runs The Copilot+ PC Processor Gauntlet

https://x.com/danielnewmanUV/status/1841215505530605877

https://x.com/PatrickMoorhead/status/1841867010352771247

https://x.com/PatrickMoorhead/status/1841159187616690395

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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On this episode of the Six Five Podcast - The 5G Factor, host Ron Westfall dives deep into how the collaboration between Amdocs and NVIDIA is setting new standards for CSPs to boost business incomes through the innovative use of GenAI. Ron takes us through the impressive strides the alliance is making, positioning CSPs at the forefront of the GenAI revolution.

The discussion covers:

The strategic Amdocs and NVIDIA partnership and its impact on CSPs' ability to leverage GenAI for enhanced business outcomes.
The launch of Ericsson's Cradlepoint R980 5G Router and S400 IoT appliance aimed at empowering AI-driven applications, along with the introduction of the new Ericsson Wireless Solutions unit.
AT&T's demonstration of GenAI capabilities with its AskData GenAI tool, currently leading the GenAI BIRD leaderboard, showcasing its innovative approach to data analysis and decision-making processes.

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On this episode of the Six Five Podcast - Cybersphere, host Shira Rubinoff is joined by Secureworks' Alex Rose, for a conversation that delves into the critical topic of threat intelligence within the sphere of cybersecurity.

Their discussion covers:

The evolving landscape of cyber threats and the importance of intelligence-driven security strategies.
Insightful analysis of recent high-profile cybersecurity incidents and the lessons learned.
Secureworks' unique approach to partnering with governments and organizations to fortify defenses.
The role of AI and machine learning in enhancing threat detection and response capabilities.
The future of cybersecurity and the collaborative efforts needed to mitigate emerging threats.

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On this episode of Six Five On the Road, host Patrick Moorhead is joined by Infoblox's CEO Scott Harrell, for a conversation on redefining network services in the multi-cloud era.

Their discussion covers:

The evolution of network services in response to the demand for cloud solutions
Infoblox's strategic approach to navigating the multi-cloud landscape
Future trends in networking and cloud technologies

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On this episode of Six Five Media at HP Imagine, hosts Daniel Newman and Patrick Moorhead are joined by HP's President and CEO Enrique Lores for a conversation on how HP is embracing artificial intelligence to reinvent employee experiences and make the future of work more adaptable and efficient.

Their discussion covers:

The role of AI in transforming workplace collaboration and productivity.
HP's strategic initiatives towards developing AI-driven solutions for businesses.
Insights into HP's vision for the future workplace and employee experiences.
How technology is shaping the way organizations approach work-life balance.
Enrique's perspective on leadership in the era of digital transformation.

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Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:

Google Complains to EU About Microsoft

https://x.com/danielnewmanUV/status/1839367892275732688

https://finance.yahoo.com/video/google-calls-microsoft-cloud-monopoly-143943051.html

https://www.cnbc.com/2024/09/25/google-files-eu-antitrust-complaint-accusing-microsoft-of-stifling-cloud-competition.html

https://www.washingtonpost.com/technology/2024/09/25/google-microsoft-antitrust-eu-cloud/

HP Imagine 2024

https://x.com/PatrickMoorhead/status/1838714819484225552

https://x.com/PatrickMoorhead/status/1838627865019191572

https://x.com/PatrickMoorhead/status/1838624716418093071

https://x.com/PatrickMoorhead/status/1838620401263612204

https://x.com/PatrickMoorhead/status/1838613627445874782

https://x.com/danielnewmanUV/status/1838611039837188481

https://x.com/danielnewmanUV/status/1838623309010997595

https://x.com/danielnewmanUV/status/1838619618530988455

https://x.com/danielnewmanUV/status/1838616551387468248

Micron Q4FY24 Earnings

https://x.com/danielnewmanUV/status/1839149961033953452

https://finance.yahoo.com/news/micron-stock-soars-as-q1-revenue-forecast-tops-analyst-estimates-123207244.html

https://www.thestreet.com/investing/stocks/analysts-race-to-overhaul-micron-stock-price-targets-after-earnings

https://seekingalpha.com/article/4723558-micron-heres-why-were-flipping-to-a-buy-after-q4-fy2024-earnings

https://investors.micron.com/static-files/b732110d-2b3c-47a5-9dd8-c24fbf5873a0

https://x.com/MicronTech/status/1839052153018790282

GSA US Executive Forum

https://x.com/PatrickMoorhead/status/1839395955457806413

https://x.com/PatrickMoorhead/status/1839146220050330098

https://x.com/PatrickMoorhead/status/1839151157044003087

https://x.com/danielnewmanUV/status/1839147265463824518

NetApp Insight 2024

https://x.com/danielnewmanUV/status/1838736360469074283

https://x.com/danielnewmanUV/status/1838773714168746310

https://blocksandfiles.com/2024/09/25/netapp-ai-insight-2024/

Intel Lunar Lake Benchmarks

https://x.com/PatrickMoorhead/status/1838685702059626754

https://www.tomsguide.com/computing/laptops/intel-lunar-lake-benchmarks-heres-how-it-compares-to-snapdragon-x-and-apple-m3

https://www.tomshardware.com/pc-components/gpus/we-benchmarked-intels-lunar-lake-gpu-with-core-ultra-9-drivers-still-holding-back-arc-graphics-140v-performance

https://x.com/danielnewmanUV/status/1838687548098695625

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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On this episode of the Six Five Podcast – The 5G Factor, host Ron Westfall assesses why T-Mobile's Capital Market Day energized 5G ecosystem interest in AI RAN, how T-Mobile's alliance with NVIDIA, Ericsson, and Nokia can produce an AI RAN "Fantastic Four," a snapshot of the AI RAN market segment including NVIDIA’s competitive position, and why he agrees with Orange that Open RAN can prove its green credentials.

The assessment covers:

How T-Mobile shrewdly leveraged its Capital Market Day event to unveil its new AI-RAN alliance with NVIDIA, Ericsson, and Nokia.
Why T-Mobile and its key AI RAN partners, NVIDIA, Ericsson, and Nokia, are taking advantage of increased mobile ecosystem interest in AI RAN that is fueled heavily by the accelerating integration of AI throughout RAN portfolio development and deployments.
NVIDIA Aerial AI Radio Frameworks include PyTorch- and TensorFlow-based software libraries to develop and train models for improving spectral efficiency and adding new capabilities to 5G and 6G radio signal processing.
Why the Orange Group is warranted in its confidence that O-RAN-compliant radio units can achieve energy efficiencies comparable to traditional RUs.

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AI PCs for Procurement! The Six Five is On the Road as part of our four-part AI PC series w/ Intel. Daniel Newman and Patrick Moorhead are joined by Intel's Carla Rodriguez, VP & GM Client SW Ecosystem, and Compucom's Michael Monahon, VP & CTO, for a conversation on the critical aspects businesses must consider when procuring AI-enabled PCs.

Their discussion covers:

The evolving landscape of AI PCs in the business sector
Strategic advice for IT procurement teams on selecting AI PCs
Insights into the latest AI enhancements in PCs from Intel and Compucom
The impact of AI PCs on productivity and cybersecurity
Future trends and advancements in AI PC technology

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In this episode of the Six Five Podcast Enterprising Insights, host Keith Kirkpatrick discusses the key highlights, areas of emphasis, and takeaways from Dreamforce, Salesforce's annual user conference. He discusses Agentforce, enhancements to Data Cloud, and the Salesforce Foundation program, among other announcements from the show, and closes out with his weekly Rant or Rave segment.

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In this episode of the Six Five Podcast - Marketing: Art & Science CMO advisor and host Lisa Martin talks with the EMEA CMO of UiPath, Evanna Kearins. Tune in to hear Evanna share how she leveraged her journalism background to excel in B2B marketing, what the blend of artistry and science in UiPath marketing looks like and delivers, and how the Martech stack is influencing the UiPath brand.

Their discussion covers:

How UiPath Marketing enables the automation leader to deliver AI for the real-world enterprise
An in depth exploration of the MarTech stack at UiPath and how it positively impacts pipeline and revenue
A peek into some of the the practical applications of data and AI in marketing at UiPath
A great “Fail to Fab” story where Evanna and team (at a previous company) converted a challenged product launch into a big company and customer win

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On this episode of our Six Five On The Road series at HP Imagine 2024, HP’s Jim Nottingham, Senior Vice President and Division President Advanced Compute Solutions, joins Daniel Newman and Patrick Moorhead to talk about empowering AI developers and data scientists through innovative computing solutions by HP.

Their conversation dives into:

The strategic role of the Z by HP creation center in meeting the growing AI development demands.
Key advantages of Z by HP Boost for data scientists and AI developers in harnessing enterprise GPUs.
How Z by HP Boost promotes GPU resource efficiency and offers an alternative to costly cloud resources.
Enhancements introduced by the Z by HP Gen AI Lab to elevate AI creation and improve development impact.

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On this episode of the Six Five On The Road series at HP Imagine 2024 HP's Mary Fish, Senior Vice President, Print Software Platform & Solutions, joins Daniel Newman and Patrick Moorhead for a conversation on the groundbreaking innovation, HP Print AI. HP is setting a new standard in the personalized printing arena, and Mary shares insights on how this technology not only surpasses existing AI and print technologies but also how it directly addresses consumer needs.

Their discussion covers:

The mechanics of HP Print AI and its distinguishing factors in the market
The excitement around this innovation and its implications for users
The role of consumer feedback in shaping HP Print AI, focusing on data security
Future possibilities for AI integration within the print industry

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On this episode of our Six Five On The Road series from HP Imagine 2024, Daniel Newman and Patrick Moorhead are joined by HP's Tuan Tran, President of Imaging and Printing Solutions, for a conversation on transforming the print experience with AI.

Their discussion covers:

HP's journey since unveiling their vision to use AI in transforming the printing process
The biggest pain points in printing that AI aims to solve
How AI fosters creativity beyond basic printing needs
The role of print in the future of work, enhancing collaboration and productivity
The real-world impact of HP's AI solutions in printing on today's customers

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This episode of the Six Five On The Road series at HP Imagine 2024 welcomes HP's Sam Chang, Division President, Consumer PCs with Daniel Newman and Patrick Moorhead for a conversation on how the company is harnessing AI technology to benefit everyday consumers. AI technology remains a topic of significant interest, yet many people are still unsure about its practical benefits in daily life. Their conversation provides insight into this exciting area, discussing the potential advantages, challenges, and the latest HP products designed to empower consumers through AI.

Highlights include:

The benefits AI technology can bring to the daily lives of consumers
Potential advantages of incorporating AI into consumer products
Consumer concerns and challenges with AI technology
An overview of the latest HP AI-driven products and solutions
How HP ensures their AI-powered offerings are user-friendly and focused on consumer needs

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On this episode of our Six Five On The Road series from HP Imagine 2024, Daniel Newman and Patrick Moorhead are joined by HP's Anneliese Olson, SVP and Managing Director, North America, for a conversation on the transformative power of artificial intelligence in the workplace. Their discussion sheds light on HP's Second Annual Work Relationship Index, highlighting how AI usage among knowledge workers has dramatically increased, not only making jobs easier but also opening new opportunities for enjoyment and work-life balance.

They dive into:

The significant benefits knowledge workers experience by incorporating AI into their work, including higher job satisfaction and improved efficiency.
The impact of AI usage on employees' Work Relationship Index scores, revealing a 10% increase among those who use AI in their daily routines.
AI and career progression, addressing the importance of proper AI training and the concerns of employees who are not currently using AI.

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The third episode of our Six Five On The Road series at HP Imagine 2024 welcomes HP’s Dave Shull, President of Workforce Solutions, for a conversation with Daniel Newman and Patrick Moorhead about how HP is advancing its strategy to deliver exceptional digital employee experiences. With employees increasingly demanding more personalized and seamless technology interactions at work, HP Workforce Solutions (HPWS) is stepping up by introducing new and enhanced platforms and services designed to anticipate and resolve tech issues before they become disruptive.

Their discussion covers:

The evolution of the digital employee experience market and what's new at HPWS.
The new challenges customers face in creating a positive digital work environment and how HPWS addresses these issues.
Announcements made by HPWS at the HP Imagine event, highlighting the launch of new platforms and services.
HPWS's focus for the next 1-3 years, centered on seizing big opportunities in improving employee experiences.
Strategies for fostering a culture of innovation and creativity within HP to meet lofty goals.

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On this episode of our Six Five On The Road series from HP Imagine 2024, Daniel Newman and Patrick Moorhead are joined by HP's Guayente Sanmartin, Senior Vice President and Division President, Commercial Systems and Displays Solutions for a conversation on how HP is revolutionizing the enterprise world with artificial intelligence. Guayente Sanmartin delves into the innovative realm of AI PCs and shares how HP is making AI a tangible reality that is reshaping our work.

Their discussion covers:

HP's journey since launching AI PCs and the key learnings, challenges, and customer pain points encountered.
How HP is leveraging AI to create new and valuable experiences for PC users.
Insights into the Commercial products HP launched, emphasizing their impact and innovation.
What sets HP's newest next-gen AI PC apart from competitors, highlighting unique features and capabilities.

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On this first episode of our Six Five On The Road series from HP Imagine 2024, Daniel Newman and Patrick Moorhead sit down with HP's Alex Cho, President of Personal Systems, for a conversation on HP's transformative approach to the future of work through AI. Alex shares insightful perspectives on HP's ambitious endeavors to redefine work dynamics, emphasizing growth, creativity, and breakthrough innovation. This episode delves into the heart of how HP is pioneering the compute landscape with next-generation AI PCs, cutting-edge audio and video AI solutions, and an innovative AI development platform.

Their conversation covers:

The alignment of these AI innovations with HP's vision for the future of work.
Feedback from early adopters of HP's new AI PCs and their impact.
Measures HP adopts to ensure user privacy and security amid new AI functionalities.
HP's strategies to streamline AI development workflows for corporations.
The role of AI in enhancing new video conferencing solutions by HP and their market position.

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Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:

Salesforce Dreamforce: Clippy’s Revenge or AI DiWhy?

https://x.com/PatrickMoorhead/status/1836184284186734718

https://x.com/PatrickMoorhead/status/1836186297377132646

https://x.com/PatrickMoorhead/status/1836150382772498876

https://x.com/PatrickMoorhead/status/1836139602094309786

https://x.com/PatrickMoorhead/status/1836127091622056180

https://x.com/PatrickMoorhead/status/1836097337091133503

https://x.com/PatrickMoorhead/status/1836104614250434981

https://x.com/PatrickMoorhead/status/1836092834426032518

https://x.com/PatrickMoorhead/status/1836091773283909890

https://x.com/PatrickMoorhead/status/1835825544786837564

https://x.com/danielnewmanUV/status/1836184837394436555

https://x.com/danielnewmanUV/status/1836114902030909846

https://x.com/danielnewmanUV/status/1836090895533510720

https://x.com/danielnewmanUV/status/1836102566800929235

https://x.com/danielnewmanUV/status/1836099199412375716

https://x.com/danielnewmanUV/status/1836098869463257488

https://x.com/danielnewmanUV/status/1836098537215660117

https://x.com/danielnewmanUV/status/1836093854166229446

https://x.com/danielnewmanUV/status/1836093752252993727

https://x.com/danielnewmanUV/status/1836093426900902261

https://x.com/danielnewmanUV/status/1836093238836629734

https://x.com/danielnewmanUV/status/1836093022259548513

https://x.com/danielnewmanUV/status/1836092938138587282

https://x.com/danielnewmanUV/status/1836092656633688530

https://x.com/danielnewmanUV/status/1836548686245228844

Intel’s Crazy News Week, Including A Qualcomm Acquisition?

https://x.com/PatrickMoorhead/status/1835772073060553147

https://x.com/PatrickMoorhead/status/1836080610668057079

https://x.com/PatrickMoorhead/status/1835752256118935753

https://x.com/danielnewmanUV/status/1836134343951147121

https://x.com/danielnewmanUV/status/1836149811902546183

https://x.com/danielnewmanUV/status/1835748177401794737

https://x.com/danielnewmanUV/status/1835749151272808681

https://x.com/danielnewmanUV/status/1835364114752999756

https://techcrunch.com/2024/09/16/intel-inks-ai-chip-deal-with-aws-pauses-plans-in-poland-and-germany/

TMobile TBones AT&T & Verizon w/ TPriority

https://x.com/PatrickMoorhead/status/1837110609881747788

https://x.com/PatrickMoorhead/status/1836455142859985068

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

https://www.ems1.com/police-products/technology/police-wireless-networking/t-mobile-introduces-t-priority-featuring-the-worlds-first-network-slice-for-first-responders

HPE Gets A BofA Upgrade

https://x.com/PatrickMoorhead/status/1836084790858309762

https://x.com/danielnewmanUV/status/1836060691285082141

https://x.com/danielnewmanUV/status/1836083310327685235

https://www.investors.com/news/technology/hpe-stock-upgraded-buy-bank-of-america/

https://www.investopedia.com/hewlett-packard-enterprise-gets-bank-of-america-upgrade-on-ai-cost-cuts-8713934

iPhone 16 Sales - Are You Not Entertained?

https://x.com/PatrickMoorhead/status/1837170576001020327

https://finance.yahoo.com/news/apples-iphone-16-goes-sale-143211182.html

https://www.cnbc.com/2024/09/18/t-mobile-ceo-says-iphone-16-is-selling-more-than-last-years-model.html

https://www.yahoo.com/tech/apples-iphone-16-stores-now-121500770.html

https://www.tomsguide.com/phones/iphones/iphone-16-pre-order-sales-have-a-surprising-big-winner-and-a-very-big-loser

https://qz.com/apple-iphone-16-pre-orders-sales-intelligence-ai-1851651638

Microsoft & BlackRock Sitting in a Tree

https://news.microsoft.com/2024/09/17/blackrock-global-infrastructure-partners-microsoft-and-mgx-launch-new-ai-partnership-to-invest-in-data-centers-and-supporting-power-infrastructure/

https://www.cnbc.com/2024/09/17/microsoft-blackrock-form-gaiip-to-invest-in-ai-data-centers-energy.html

https://x.com/PatrickMoorhead/status/1835826494331080785

https://www.thestreet.com/investing/stocks/microsoft-blackrock-and-nvidia-unite-for-30b-ai-power-play

https://www.reuters.com/technology/artificial-intelligence/microsoft-blackrock-plan-30-bln-fund-invest-ai-infrastructure-ft-reports-2024-09-17/

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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On this episode of the Six Five Podcast Enterprising Insights, host Keith Kirkpatrick is joined by Robert Kramer, VP and principal analyst at Moor Insights & Strategy, and Guy Currier, CTO at Visible Impact, to discuss the announcements and experiences from Oracle CloudWorld and NetSuite SuiteWorld. He then closes the show by asking them to rant or rave about one item in the enterprise market.

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On this episode of the Six Five - Game Time Tech, hosts Melody Brue and Robert Kramer are joined by IBM’s VP of Sports and Entertainment Partnerships, Noah Syken, to discuss IBM’s role in the tech on display at the 2024 US Open Tennis Championships. This year debuts the power of generative AI to add spoken commentary to match highlights, produce match previews, and write hundreds of match summaries called “Match Reports.”

Their discussion covers:

IBM’s 30+ years of innovation in their partnership with the USTA to revolutionize the digital experience of the 2024 US Open Tennis Championships
IBM’s collaboration expanding the tournament's online presence, engaging millions of fans worldwide via USOpen.org and the US Open app
Expert insights on how tech and generative AI enhance the tournament experience

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On this episode of Six Five On the Road at Oracle CloudWorld 2024, hosts Daniel Newman and Patrick Moorhead are joined by Oracle's Jason Maynard, Executive VP, Revenue Operations for a conversation on Oracle's unique approach to artificial intelligence.

Their discussion covers:

The foundational elements that distinguish Oracle's AI strategy from competitors.
How Oracle integrates AI across its product and service offerings.
The role of data privacy and security in Oracle's AI developments.
Oracle's vision for the future of AI in enterprise solutions.
Real-world applications and success stories of Oracle's AI technology.

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Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:

Apple Glowtime Event

https://www.apple.com/apple-events/?&cid=wwa-us-kwgo-features-slid--Brand-AppleLive_Event-Post-&mtid=20925e1t39169&aosid=p238&mnid=sKEdkuFyn-dc_mtid_20925e1t39169_pcrid_712994471261_pgrid_162749654873_pntwk_g_pchan__pexid__ptid_kwd-1759057392164_

https://www.cnet.com/tech/mobile/everything-announced-at-apples-glowtime-event-iphone-16-models-apple-watch-series-10-airpods-4-and-more/

https://twitter.com/PatrickMoorhead/status/1833128241185370502

https://twitter.com/PatrickMoorhead/status/1833226543893770602

https://twitter.com/PatrickMoorhead/status/1833228363009589395

https://twitter.com/danielnewmanUV/status/1833601415421562925

https://twitter.com/danielnewmanUV/status/1833230576561860635

https://twitter.com/danielnewmanUV/status/1833137708283142435

https://twitter.com/danielnewmanUV/status/1834058882747924628

Oracle Database @AWS News

https://www.prnewswire.com/news-releases/oracle-and-amazon-web-services-announce-strategic-partnership-302242532.html

https://twitter.com/PatrickMoorhead/status/1833601631616929915

https://twitter.com/PatrickMoorhead/status/1833553997908873511

https://twitter.com/PatrickMoorhead/status/1833504719576437142

https://twitter.com/PatrickMoorhead/status/1833247111711990197

https://twitter.com/PatrickMoorhead/status/1833624758891778213

https://twitter.com/PatrickMoorhead/status/1833539426951328220

https://twitter.com/PatrickMoorhead/status/1833599056150728860

https://twitter.com/PatrickMoorhead/status/1833543921441640480

https://twitter.com/PatrickMoorhead/status/1833926092996173963

https://twitter.com/PatrickMoorhead/status/1833909027811868728

https://twitter.com/PatrickMoorhead/status/1833901129161441624

https://twitter.com/danielnewmanUV/status/1833936428587438137

https://twitter.com/danielnewmanUV/status/1833539088953315473

https://twitter.com/danielnewmanUV/status/1833602170245288438

Oracle Q1FY25 Earnings

https://www.oracle.com/at/news/announcement/q1fy25-earnings-release-2024-09-09/

https://twitter.com/danielnewmanUV/status/1833239223241216145

https://twitter.com/danielnewmanUV/status/1833278148181635109

https://twitter.com/PatrickMoorhead/status/1833504719576437142

Is OpenAI Worth 150 Billion?

https://www.bloomberg.com/news/articles/2024-09-11/openai-fundraising-set-to-vault-startup-s-value-to-150-billion

https://www.nytimes.com/2024/09/11/technology/openai-fund-raising-valuation.html

EU Strikes Down On Google & Apple

https://www.nytimes.com/2024/09/10/technology/european-union-apple-google-antitrust.html

https://finance.yahoo.com/news/apple-loses-eu-top-court-083043936.html

Real Time Adobe Q3FY24 Earnings Reaction

https://finance.yahoo.com/video/adobe-earnings-august-ppi-mortgage-213054776.html

https://www.benzinga.com/analyst-ratings/analyst-color/24/09/40822475/adobe-q3-earnings-preview-ai-tools-in-focus-analyst-expects-upside-with-strong-seco

https://blog.adobe.com/en/publish/2024/09/11/bringing-gen-ai-to-video-adobe-firefly-video-model-coming-soon

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.

View Details

On this episode of Six Five On the Road, host Daniel Newman is joined by Amazon Web Services' (AWS) Max Peterson, Vice President of Sovereign Cloud for a conversation on the critical and evolving topic of digital sovereignty and how AWS is navigating these challenges and opportunities.

Their discussion covers:

The definition and importance of digital sovereignty in today's tech landscape
How AWS is leading the conversation and providing solutions for digital sovereignty
The balance between global cloud services and local data governance requirements
Future trends and predictions for the cloud industry in the context of digital sovereignty
Insights into AWS's partnerships and collaborations to enhance digital sovereignty capabilities

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On this episode of the Six Five On the Road, hosts Daniel Newman and Patrick Moorhead are joined by Intel's Novin Kaihani, Sr. Director, GM Client Software Products, and GoTo's Dave Campbell, VP of Products, for a conversation on the latest trends and innovations in endpoint manageability, from virtual remediation to AI-enhanced PCs.

Their discussion covers:

The evolving landscape of endpoint manageability
The role of AI in modern PCs and its impact on manageability
Challenges and solutions for virtual remediation in the current IT environment
Intel and GoTo's collaborative efforts and their vision for the future of work
Key insights on how businesses can prepare for the next wave of technological advancements

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On this episode of the Six Five Podcast - The 5G Factor, we are joined by The Futurum Group's Ron Westfall for a deep dive into the recent Verizon Frontier deal and the latest innovations in 3D and backhaul technologies.

The discussion covers:

The strategic implications of Verizon’s $20 billion acquisition of Frontier and its impact on the fiber/5G landscape
How 3D technologies are being integrated into 5G networks
Advances in backhaul technology and their importance for 5G deployment
A holographic breakthrough from Telefonica, Ericsson, and MATSUKO
How Nokia is jumping on the FCC's E-Band Ruling

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On episode 53 of the Six Five Webcast Infrastructure Matters, hosts Steven Dickens and Camberley Bates from The Futurum Group discuss VMware Explore and the latest developments in infrastructure technology.

Their discussion covers:

Highlights from VMware Explore: An in-depth look at the key announcements and their implications for the tech industry.
The future of infrastructure technology: Expert insights on where infrastructure tech is headed.
VMware's strategic initiatives: A deep dive into VMware's current projects and future plans.

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In this episode of the Six Five Podcast - Marketing: Art & Science CMO advisor and host Lisa Martin welcomes VP of Marketing at OSI Digital, Karen Dosanjh. Karen, who was recently honored as one of BC Business magazine's "Women of the Year" in the entrepreneurial leader category, shares how MarTech, communications, and relationships helped her transform OSI Consulting into OSI Digital, to the delight of customers and employees globally.

Their discussion covers:

How AI and predictive analytics are crucial for understanding customer behavior and future trends.
The importance of using AI ethically, emphasizing data privacy and transparency to build trust.
How rebranding OSI from a traditional consulting firm to OSI Digital - led by Karen - improved customer engagement and drove revenue growth.
How marketing can act as a change agent by addressing internal resistance and aligning brand messaging with modern needs.

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On this episode of the Six Five Webcast DevOps Dialogues, we are joined by Paul Nashawaty and Mitch Ashley from The Futurum Group for a conversation on the pivotal role of Kubernetes, WebAssembly, and the strategies for cloud-native modernization.

Their discussion covers:

The foundational aspects of Kubernetes and its ecosystem
An introduction to WebAssembly and its importance in modern application development
Strategies for successful cloud-native modernization and the challenges associated
Best practices for integrating Kubernetes and WebAssembly in development projects
Future trends in cloud-native technologies and their impact on DevOps practices

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In this episode of the Six Five Podcast Enterprising Insights, host Keith Kirkpatrick discusses the current and future landscape for enterprise application pricing models, which are being impacted by the use of AI agents, generative AI, and the growing demand for linking software expenditures to ROI. He then moves to the Rant or Rave segment, where he picks one item in the market and either champions or criticizes it.

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On this episode of the Six Five Webcast - AWS Serverless Series, hosts Daniel Newman and Patrick Moorhead are joined by Amazon Web Services' Uma Ramadoss and Eric Johnson, Principal Solutions Architect, and Principal Developer Advocate, respectively. Together, we dive into the fascinating world of Building Generative AI Applications with Serverless technology, shedding light on the advancements and best practices facilitated by AWS.

Their discussion covers:

The foundational elements of generative AI applications in a serverless environment
Key benefits and challenges associated with building AI applications without server limitations.
Real-world examples of how businesses are leveraging AWS serverless solutions for generative AI.
Best practices and tips for developers starting with serverless AI applications.
Future directions for generative AI and serverless computing with AWS.

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Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:

Latest NVIDIA DOJ Antitrust Conversations

https://twitter.com/PatrickMoorhead/status/1831331194761261266

https://twitter.com/PatrickMoorhead/status/1831083609869963483

https://twitter.com/danielnewmanUV/status/1831271181774725292

https://www.cnbc.com/2024/09/04/nvidia-says-it-didnt-receive-antitrust-subpoena-from-doj.html

https://fortune.com/2024/09/04/nvidia-stock-market-value-antitrust-doj/

Intel Lunar Lake Copilot+ Chip Announcement

https://twitter.com/PatrickMoorhead/status/1830995081140060264

https://twitter.com/danielnewmanUV/status/1831010656461459683

https://twitter.com/danielnewmanUV/status/1831009962547650782

https://twitter.com/danielnewmanUV/status/1831006376287473761

https://twitter.com/danielnewmanUV/status/1831007316189057293

https://www.theverge.com/2024/9/3/24233957/intel-lunar-lake-core-ultra-200v-launch

Qualcomm 8-Core Copilot+ Chip Announcement

https://twitter.com/PatrickMoorhead/status/1831291079464763500

https://twitter.com/PatrickMoorhead/status/1831294309368266790

https://twitter.com/PatrickMoorhead/status/1831297439870996939

https://twitter.com/danielnewmanUV/status/1831287991731634407

https://twitter.com/danielnewmanUV/status/1831296565207773212

https://twitter.com/danielnewmanUV/status/1831292181535223868

https://www.qualcomm.com/news/releases/2024/09/qualcomm-expands-performance-leadership-to-more-copilot--pc-user

https://www.business-standard.com/technology/tech-news/qualcomm-snapdragon-x-plus-8-core-arm-chip-to-make-copilot-pcs-affordable-124090500360_1.html

Latest Intel Conversations (20A, Arrow Lake, 18A, I-Bankers, IFS Broadcom, Lip-Bu Tan)

https://twitter.com/danielnewmanUV/status/1831264995394421014

https://twitter.com/danielnewmanUV/status/1831000797481771165

https://www.yahoo.com/tech/intel-signals-arrow-lake-desktop-174503128.html

https://www.tomshardware.com/pc-components/cpus/intel-announces-cancellation-of-20a-process-node-for-arrow-lake-goes-with-external-nodes-instead-likely-tsmc

Broadcom Q3FY24 Earnings

https://twitter.com/PatrickMoorhead/status/1831648744179220626

https://twitter.com/PatrickMoorhead/status/1831798095635447913

https://investors.broadcom.com/node/62441

https://finance.yahoo.com/video/broadcom-earnings-beat-q4-revenue-202642315.html

HPE Q3FY24 Earnings

https://twitter.com/PatrickMoorhead/status/1831429333577028091

https://twitter.com/danielnewmanUV/status/1831425492219822402

https://www.hpe.com/us/en/newsroom/press-release/2024/09/hewlett-packard-enterprise-reports-fiscal-2024-third-quarter-results.html#:~:text=Third%20Quarter%20Fiscal%202024%20Segment%20Results&text=Financial%20Services%20revenue%20was%20%24879,from%20the%20prior%2Dyear%20period

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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On this episode of The Drill Down Insider, a Six Five Media production, host Cory Johnson is joined by Infleqtion's CEO Matthew Kinsella for a conversation on the intersecting trajectories of quantum computing technology and artificial intelligence.

Their discussion covers:

The current state of quantum computing technology and its impact on AI development
How Infleqtion's unique approach to quantum computing is fueling innovation in AI applications
The challenges and opportunities in integrating quantum computing with AI
The future landscape of AI and quantum computing and what it means for businesses
Insights into Infleqtion's roadmap and future projects

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On this episode of The Drill Down Insider, a Six Five Media production, host Cory Johnson is joined by Elastic's Ashutosh Kulkarni, CEO, for a conversation on the transformative potential of Generative AI and the Vectorization of Search that Elastic is pioneering.

Their discussion covers:

The impact of Generative AI on search technologies and user experiences
Elastic's approach to integrating vector search with conventional search methodologies
Future trends in AI and search technologies that businesses should watch out for
Practical applications and case studies of Elastic's search technologies in various industries
The challenges and opportunities in developing AI-driven search solutions

Learn more at Elastic.

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Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:

NVIDIA Q2FY25 Earnings with Special Guest Dan Ives

https://twitter.com/danielnewmanUV/status/1828950129677656440

https://twitter.com/danielnewmanUV/status/1828912048090296611

https://twitter.com/danielnewmanUV/status/1828547617699307905

https://twitter.com/EconomyApp/status/1828895352822657176

https://twitter.com/PatrickMoorhead/status/1828900918122741806

https://twitter.com/PatrickMoorhead/status/1828893310410469838

https://twitter.com/PatrickMoorhead/status/1828526633827119108

https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2025

VMware Explore 2024

https://twitter.com/PatrickMoorhead/status/1828465936162267171

https://twitter.com/PatrickMoorhead/status/1828464851796332765

https://twitter.com/PatrickMoorhead/status/1828554732056789111

https://twitter.com/danielnewmanUV/status/1828527522914672657

https://twitter.com/danielnewmanUV/status/1828464802479644873

https://twitter.com/danielnewmanUV/status/1828465958979264523

https://twitter.com/danielnewmanUV/status/1828465607236522427

Salesforce Q2FY25 Earnings

https://twitter.com/danielnewmanUV/status/1828898718671851914

https://twitter.com/EconomyApp/status/1828888998254891172

https://investor.salesforce.com/press-releases/press-release-details/2024/Salesforce-Announces-Second-Quarter-Fiscal-2025-Results/default.aspx

Dell Q2FY25 Earnings

https://twitter.com/PatrickMoorhead/status/1828811753163272621

https://twitter.com/PatrickMoorhead/status/1829273137466294646

https://twitter.com/danielnewmanUV/status/1829271449531809865

https://www.dell.com/en-us/dt/corporate/newsroom/announcements/detailpage.press-releases~usa~2024~08~dell-technologies-delivers-second-quarter-fiscal-2025-financial-results.htm#/filter-on/Country:en-us

https://www.cnbc.com/2024/08/29/dell-earnings-report-q2-2025.html

Pure Storage Q2FY25 Earnings

https://investor.purestorage.com/financial-information/quarterly-results/default.aspx

https://www.prnewswire.com/news-releases/pure-storage-announces-second-quarter-fiscal-2025-financial-results-302233325.html

https://finance.yahoo.com/news/pure-storage-pstg-q2-earnings-212006305.html

https://twitter.com/danielnewmanUV/status/1829194511265747117

HP Inc Q3FY24 Earnings

https://twitter.com/danielnewmanUV/status/1828903178408194233

https://investor.hp.com/news-events/news/news-details/2024/HP-Inc.-Reports-Fiscal-2024-Third-Quarter-Results/default.aspx

https://x.com/PatrickMoorhead/status/1829193355076534328

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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On this episode of Six Five On The Road at VMware Explore Las Vegas, hosts Daniel Newman and Patrick Moorhead are joined by Broadcom's President and CEO, Hock Tan, for a conversation on highlights from his keynote and impactful events from VMware Explore Las Vegas.

Their discussion covers:

Insights on what resonated most with attendees at the packed VMware Explore session
Feedback from customers and partners gathered during the event
Key takeaways Hock Tan wishes for the VMware community from Explore 2024
A reflective close from hosts Pat and Dan on the keynote insights and broader implications

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On this episode of Six Five On The Road at VMware Explore Las Vegas, hosts Daniel Newman and Patrick Moorhead are joined by Chris Wolf, Global Head of AI and Advanced Services, from the VMware Cloud Foundation Division of Broadcom. Chris brings an in-depth perspective on the evolving landscape of private AI and its implications for modern businesses. Our conversation circles around the pivotal shifts in AI deployment strategies and the growing importance of maintaining privacy and security in AI integrations.

Their discussion covers:

The current state and future prospects of private AI within the enterprise environment.
Strategies VMware is implementing to enhance privacy and security in AI solutions.
Insights into Broadcom's approaches to fostering innovation in Cloud and AI technologies.
The challenges and opportunities businesses face in integrating private AI into their operations.
Predictions for the next wave of AI advancements and their impact on the tech industry.

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On this episode of Six Five On The Road at VMware Explore Las Vegas, hosts Daniel Newman and Patrick Moorhead are joined by VMware's Paul Turner, Vice President Products, VMware Cloud Foundation Division for a conversation on the future of VMware Cloud Foundation and its implications for cloud computing. With insights into how Broadcom's recent activities align with VMware's vision, this deep dive explores the evolving landscape of cloud infrastructure and services.

Their discussion covers:

The strategic vision and roadmap for VMware Cloud Foundation
How Broadcom's acquisition impacts VMware Cloud Foundation's strategy
Innovations in cloud infrastructure and services planned by VMware
The role of VMware Cloud Foundation in facilitating hybrid cloud environments
Future trends in cloud technology and VMware’s position within it

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On this episode of Six Five On The Road at VMware Explore Las Vegas, hosts Daniel Newman and Patrick Moorhead are joined by Broadcom's Hock Tan, President and CEO, for a conversation on Broadcom's vision for VMware following its acquisition. The discussion provides valuable insights into the future direction of VMware under Broadcom's leadership, addressing key concerns and opportunities for innovation and growth in the technology sector.

Their discussion covers:

Broadcom's strategic plans for VMware's integration
The potential impact on VMware's customer base and product innovation
How this acquisition aligns with Broadcom's long-term goals in the technology industry

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:

Synopsys Q3FY24 Earnings

https://twitter.com/PatrickMoorhead/status/1826367273507971490

https://twitter.com/danielnewmanUV/status/1826352357099122723

https://investor.synopsys.com/news/news-details/2024/Synopsys-Posts-Financial-Results-for-Third-Quarter-Fiscal-Year-2024/#:~:text=Synopsys%20Posts%20Financial%20Results%20for%20Third%20Quarter%20Fiscal%20Year%202024,-August%2021%2C%202024&text=Record%20quarterly%20revenue%20of%20%241.526,over%20year%20and%20exceeding%20guidance.

NVIDIA Earnings Predictions

https://twitter.com/danielnewmanUV/status/1826279941844963516

https://www.tipranks.com/news/goldman-sachs-sets-expectations-on-nvidia-stock-ahead-of-earnings

https://finance.yahoo.com/news/nvidia-stock-slips-ahead-of-earnings-release-as-wall-street-reiterates-bullish-outlook-175404516.html

https://www.thestreet.com/investing/stocks/analyst-resets-nvidia-stock-price-target-before-earnings

Broadcom Wins 1st & 2nd Generation AI ASIC Programs From OpenAI?

https://twitter.com/danielnewmanUV/status/1826631682356650231

https://www.benzinga.com/analyst-ratings/analyst-color/24/08/40505439/broadcom-secures-major-wins-with-openai-google-meta-as-it-targets-150b-ai-market

Debating The Size of The AI GPU & ASIC Market

https://twitter.com/danielnewmanUV/status/1826438394127221065

https://twitter.com/danielnewmanUV/status/1826298517251342541

https://www.cnbc.com/2024/08/23/how-google-makes-custom-cloud-chips-that-power-apple-ai-and-gemini.html

Windows Recall Gets A Date

https://twitter.com/PatrickMoorhead/status/1826413608365863129

https://www.msn.com/en-us/news/technology/recall-just-got-a-release-date-window-for-windows-pcs-here-s-when-you-ll-get-to-test-it/ar-AA1pcu0Y?ocid=BingNewsSerp

https://www.windowscentral.com/software-apps/windows-11/microsoft-says-windows-recall-will-enter-public-preview-in-october

Massive Downward Job Revision

https://twitter.com/danielnewmanUV/status/1826273339142181042

https://twitter.com/PatrickMoorhead/status/1826334206772834474

https://www.cnbc.com/2024/08/21/us-job-growth-revised-down-by-the-most-since-2009-why-this-time-is-different.html

https://seekingalpha.com/article/4716491-3-implications-from-the-massive-downward-jobs-revision

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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Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:

AMD Acquires ZT Systems for AI Rack Design Capabilities

https://www.forbes.com/sites/patrickmoorhead/2024/08/19/amd-boosts-gpu-server-design-capabilities-with-zt-systems-acquisition/

https://x.com/patrickmoorhead/status/1825484205419102242?s=46&t=YiEHo6jc4-PozRf_efr9PA

https://x.com/PatrickMoorhead/status/1825528793349386553

DOJ Considers Breaking Up Google

https://twitter.com/danielnewmanUV/status/1823563936823755225

https://www.nytimes.com/2024/08/13/technology/google-monopoly-antitrust-justice-department.html

https://www.bloomberg.com/news/articles/2024-08-13/doj-considers-seeking-google-goog-breakup-after-major-antitrust-win

Cisco Q4FY24 Earnings

https://twitter.com/PatrickMoorhead/status/1823835829405442247

https://twitter.com/danielnewmanUV/status/1823818590925283805

https://newsroom.cisco.com/c/r/newsroom/en/us/a/y2024/m08/cisco-reports-fourth-quarter-and-fiscal-year-2024-earnings.html#:~:text=Cisco%20today%20reported%20fourth%20quarter,billion%20or%20%240.87%20per%20share.

https://www.fierce-network.com/cloud/more-layoffs-cisco-profit-tanks

https://x.com/jpatel41

Lenovo Q1FY24/25 Earnings

https://twitter.com/danielnewmanUV/status/1824158999606125041

https://news.lenovo.com/pressroom/press-releases/q1-fy-2024-25/

https://www.reuters.com/technology/lenovo-q1-revenue-jumps-20-beats-estimates-pc-market-recovers-2024-08-15/

HPE To Acquire Morpheus Data

https://twitter.com/PatrickMoorhead/status/1824129805073223929

https://twitter.com/danielnewmanUV/status/1824100712202064162

https://finance.yahoo.com/news/hewlett-packard-enterprise-acquire-morpheus-130000545.html

https://seekingalpha.com/news/4140436-hewlett-packard-stock-rises-on-deal-to-acquire-morpheus-data

Huawei To Introduce A Chip In Chinese Market To Compete With NVIDIA?

https://twitter.com/danielnewmanUV/status/1823341668575199727

https://www.cnbc.com/2024/08/14/chinas-huawei-set-to-release-ai-new-chip-to-challenge-nvidia-wsj-says.html#:~:text=Huawei%20is%20preparing%20to%20launch,testing%20the%20chip%2C%20Ascend%20910C

Coherent Q4FY24 Earnings

https://twitter.com/PatrickMoorhead/status/1824191170882277686

https://twitter.com/danielnewmanUV/status/1824203518888329713

https://www.coherent.com/news/press-releases/fourth-quarter-and-full-fiscal-year-2024-results#:~:text=Revenue%20for%20the%20fourth%20quarter,per%20diluted%20share%20of%20%240.61

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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On this episode of the Six Five On the Road at BlackHat 2024, host Shira Rubinoff is joined by IBM's Guy Shanny, Global Data Security Leader, Co Founder & CEO, Polar Security, and Matthew Shriner, Global Threat Management Partner & Portfolio Leader, for a conversation on securing AI against emerging threats.

Their discussion covers:

The current landscape of AI security challenges
Innovative strategies businesses are employing to safeguard AI
The role of collaboration between tech companies in enhancing AI security
IBM's approach to threat management in the context of AI
Future trends in AI security and threat management

Learn more at IBM.

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On this episode of the Six Five in the Booth, host Paul Nashawaty is joined by Flexera’s Kristian Dell'Orso, Vice President, Site Reliability Engineering & Site Leader, highlighting their collaboration with Nobl9 for a conversation on becoming an SRE-driven organization. This in-depth discussion explores the transformative impact of adopting Service Level Objectives (SLOs) over traditional Service Level Agreements (SLAs), and how Flexera has shifted its approach to prioritize reliability and enhance customer experiences.

Their discussion covers:

The transition from SLAs to SLOs at Flexera and its impact on organizational key performance indicators (KPIs), including improvements in reliability and customer experience.
The limitations of SLAs in capturing the full spectrum of service reliability and customer satisfaction, and the move towards a more proactive and accountable approach within organizations.
How adopting SLOs has led to consistency in measuring reliability across different groups in the company, fostering a culture of accountability and transparency.

Learn more how Nobl9 and Flexera articulates its strategy:

Customer testimonial/webinar
SLOConf Presentation

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Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:

Marvell Structera To Solve Memory Challenges For Cloud Providers

https://www.marvell.com/company/newsroom/marvell-introduces-breakthrough-structera-cxl-product-line-to-address-server-memory-bandwidth-and-capacity-challenges-in-cloud-data-centers.html

GlobalFoundries Q2FY24 Earnings

https://twitter.com/PatrickMoorhead/status/1820962443918492060

https://twitter.com/danielnewmanUV/status/1820839889811677610

https://twitter.com/danielnewmanUV/status/1820843295045550493

https://investors.gf.com/news-releases/news-release-details/globalfoundries-reports-second-quarter-2024-financial-results

Google Deemed A Monopoly In DOJ Ruling

https://twitter.com/PatrickMoorhead/status/1820572688047546408

https://www.washingtonpost.com/technology/2024/08/05/doj-google-monopoly-trial-judgment/

CrowdStrike Aftermath: Microsoft Fires Back At Delta

https://twitter.com/danielnewmanUV/status/1820860195368513754

https://twitter.com/PatrickMoorhead/status/1820870312805732660

https://abcnews.go.com/US/wireStory/microsoft-hits-back-delta-after-airline-months-tech-112626967#:~:text=Microsoft%20is%20joining%20cybersecurity%20software,a%20technology%20outage%20last%20month.

New Intel SVP & GM Provides Foundry Updates

https://twitter.com/danielnewmanUV/status/1820943625196597424

https://twitter.com/PatrickMoorhead/status/1820934976604377589

OpenAI Revolving Door Of Founders & Executives

https://twitter.com/danielnewmanUV/status/1820630985844609048

https://twitter.com/danielnewmanUV/status/1820630323488776667

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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On this episode of the Six Five, Daniel Newman is joined by Groq's Mark Heaps, Chief Tech Evangelist, for a conversation on Groq's significant progress in the realm of AI acceleration. This discussion delves into Groq's successful Series D fundraising, strategic shifts, technological advances, and its mission to make AI more accessible.

Their discussion covers:

The pivotal role of AI accelerators and GPUs in the tech industry and Daniel's insights as an advisor and investor in Groq.
Groq's announcement of their $640 million Series D fundraising success and its impact on the company's valuation.
Groq's remarkable technological strides, including the development of a new chip in partnership with Samsung, transitioning from 14-nanometer to 4-nanometer technology.
The significant strategic pivots Groq has undertaken, such as major acquisitions and a shift towards offering cloud solutions, aimed at enhancing their market position.
Groq's effort to democratize AI by making their technology accessible and affordable, supporting open-source models, and providing free access to developers.

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On this episode of the Six Five Webcast, host Paul Nashawaty is joined by Jen Aspesi, Sr. Consultant DevOps and Automation Marketing for ISG at Dell Technologies. Jen shares her profound insights on the pivotal role of Infrastructure as Code, the emerging trends in Platform Engineering, and the transformative impact of Generative AI in advancing DevOps practices.

Their discussion covers:

Summarize the following into one short sentence:

The evolution and growing importance of Infrastructure as Code (IaC) in DevOps.
Key strategies and best practices for implementing effective Platform Engineering.
The integration and influence of Generative AI technologies in DevOps workflows.
The future outlook of DevOps with the rise of Generative AI and automation technologies.
Insights into how organizations can adapt to these changes to enhance their DevOps capabilities.

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:

Intel Q2CY24 Earnings

https://twitter.com/danielnewmanUV/status/1818713425574330383

https://x.com/PatrickMoorhead/status/1819102693064835247

Qualcomm Q3FY24 Earnings

https://twitter.com/PatrickMoorhead/status/1818755388709179713

https://twitter.com/danielnewmanUV/status/1818742103146742218

https://investor.qualcomm.com/

https://www.cnbc.com/2024/07/31/qualcomm-qcom-earnings-report-q3-2024.html

AMD Q2CY24 Earnings

https://twitter.com/PatrickMoorhead/status/1818386618941952204

https://twitter.com/danielnewmanUV/status/1818386204792177047

https://ir.amd.com/news-events/press-releases/detail/1209/amd-reports-second-q08224uarter-2024-financial-results

Arm Q1FY25 Earnings

https://twitter.com/PatrickMoorhead/status/1818767384389599580

https://twitter.com/danielnewmanUV/status/1818755380039893493

https://twitter.com/danielnewmanUV/status/1818779510160212103

https://investors.arm.com/financials/quarterly-annual-results?utm_source=twitter&utm_medium=social-organic&utm_content=newsroom&utm_campaign=mk29_exec-comms_na

Lattice Q2CY24 Earnings

https://twitter.com/PatrickMoorhead/status/1818371871295127925

https://twitter.com/danielnewmanUV/status/1818422783283454242

https://markets.businessinsider.com/news/stocks/lscc-stock-earnings-lattice-semiconductor-for-q2-of-2024-10336

Microsoft Q4FY24 Earnings

https://twitter.com/PatrickMoorhead/status/1818383375071428614

https://twitter.com/danielnewmanUV/status/1818384036647387579

https://www.google.com/finance/quote/MSFT:NASDAQ

Amazon Q2 Earnings

https://x.com/danielnewmanUV/status/1819103171471725044

https://x.com/danielnewmanUV/status/1819111841307808180

https://www.cnbc.com/2024/08/01/amazon-amzn-q2-earnings-report-2024.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.

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The Six Five is "On The Road" with VAST Data's CEO, Renen Hallak at their HQ in NYC. Hosts Daniel Newman and Patrick Moorhead discuss their upcoming “Cosmos” event, VAST Data’s role in AI and how AI is reshaping society and business, offering efficiency gains and customer benefits, but also presenting new challenges. Stay tuned as Vast is aiming to deliver the OS for AI.

Their discussion covers:

The evolution of VAST Data and its mission in the AI landscape
Breakthrough technologies that are driving AI advancements at VAST Data
Real-world use cases and customer success stories
The importance of data infrastructure in scaling AI applications
Future directions for VAST Data in AI and data storage

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On this episode of the Six Five On The Road, hosts Keith Townsend and Dave Nicholson are joined by AMD's Robert Hormuth and Mark Orthodoxou for a conversation on how AMD and Solidigm are collaborating to power the open AI ecosystem.

Their discussion covers:

The strategic partnership between AMD and Solidigm and its impact on the AI industry.
Innovations in data center solutions and Instinct Data Center GPUs by AMD.
The evolving landscape of AI technologies and their applications.
The role of AMD and Solidigm in fostering an open AI ecosystem.
Challenges and opportunities in the current AI market.

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:

SAP Q2FY24 Earnings

https://twitter.com/PatrickMoorhead/status/1815509821782712744

https://twitter.com/danielnewmanUV/status/1815481693773410329

https://twitter.com/danielnewmanUV/status/1815583190901240187

https://news.sap.com/2024/07/sap-announces-q2-2024-results/

https://finance.yahoo.com/news/sap-q2-results-top-estimates-170347041.html

Google Q2FY24 Earnings

https://twitter.com/danielnewmanUV/status/1815845517810868523

https://twitter.com/danielnewmanUV/status/1815858305341775910

https://abc.xyz/assets/19/e4/3dc1d4d6439c81206370167db1bd/2024q2-alphabet-earnings-release.pdf

Rumored NVIDIA B20 For China

https://twitter.com/PatrickMoorhead/status/1815527029166473600

https://twitter.com/danielnewmanUV/status/1815588486243610871

https://www.reuters.com/technology/nvidia-preparing-version-new-flaghip-ai-chip-chinese-market-sources-say-2024-07-22/

https://www.tweaktown.com/news/99462/nvidia-working-on-b20-ai-gpu-for-china-compliant-with-us-regulations-enters-production-soon/index.html

IBM Q2FY24 Earnings

https://twitter.com/danielnewmanUV/status/1816247781922857156

https://finance.yahoo.com/news/ibms-q2-earnings-revenues-beat-110400705.html

https://www.ibm.com/downloads/cas/9Q14L10Z

Another Day, Another Apple Booting Qualcomm Rumor

https://twitter.com/danielnewmanUV/status/1816182581207130575

https://appleinsider.com/articles/24/07/24/apple-has-reportedly-dropped-qualcomm-modems-on-two-2025-iphones

https://www.cnet.com/tech/mobile/apple-may-ditch-qualcomms-5g-modems-in-some-2025-iphones-report-says/

ServiceNow Q2FY24 Earnings

https://twitter.com/danielnewmanUV/status/1816229786873966825

https://www.servicenow.com/company/media/press-room/second-quarter-2024-earnings.html

https://markets.ft.com/data/announce/detail?dockey=600-202407241610BIZWIRE_USPRX____20240724_BW663858-1

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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On this episode of the Six Five Webcast, host Paul Nashawaty is joined by Dell Technologies’ Nivas Iyer, Sr. Principal Product Manager, for a conversation on overcoming data storage challenges in modern IT environments, transitioning from traditional VMs to Kubernetes.

Their discussion covers:

The evolution of data storage from VMs to Kubernetes.
Key challenges businesses face when managing data storage in Kubernetes environments.
Best practices for implementing data storage solutions in Kubernetes.
Dell Technologies' approach to simplifying data storage for Kubernetes.
Predictions for the future of data storage and Kubernetes.

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On this episode of the Six Five On the Road, hosts Dave Nicholson and Alastair Cooke are joined by WEKA's Shimon Ben David, Chief Technology Officer, for a conversation on how WEKA's solutions, including the WEKApod Data Platform Appliance, are designed to keep storage technology in pace with the rapidly evolving demands of today's AI workloads.

Their discussion covers:

The challenges that current AI workloads pose to traditional storage systems.
An overview of WEKApod Data Platform Appliance and its capabilities.
How WEKA's solutions are helping organizations optimize their data infrastructure for AI.
Trends in AI that are shaping the future of storage technology.
Insights into the partnership with Solidigm and its impact on advancing AI storage solutions.

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Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:

Crowdstrike Global Meltdown

https://x.com/PatrickMoorhead/status/1814270507602116769

Meta Won't Do GAI In EU Or Brazil

https://thehackernews.com/2024/07/meta-halts-ai-use-in-brazil-following.html

https://www.bbc.com/news/articles/c7291l3nvwvo

https://www.reuters.com/technology/artificial-intelligence/meta-decides-suspend-its-generative-ai-tools-brazil-2024-07-17/

HP Imagine AI 2024

https://www.hp.com/us-en/newsroom/press-kits/2024/hp-imagine-ai.html

https://www.hp.com/us-en/newsroom/press-releases/2024/HP-Takes-AI-Leadership-to-the-Next-Level.html

TSMC Q2FY24 Earnings

https://twitter.com/danielnewmanUV/status/1813905186756145196

https://twitter.com/danielnewmanUV/status/1813911397950001327

https://investor.tsmc.com/english/quarterly-results/2024/q2

AMD Zen 5 Tech Day

https://www.kitguru.net/components/cpu/matthew-wilson/everything-we-learned-at-amds-zen-5-tech-day/

https://www.tomshardware.com/pc-components/cpus/amd-deep-dives-zen-5-ryzen-9000-and-strix-point-cpu-rdna-35-gpu-and-xdna-2-architectures

Apple Using YouTube To Train Its Models?

https://timesofindia.indiatimes.com/technology/tech-news/apple-ai-model-trained-on-youtube-this-is-what-the-company-has-to-say/articleshow/111837078.cms

https://www.macrumors.com/2024/07/18/apple-intelligence-not-trained-on-youtube/

NVIDIA Announces Mistral NeMo 12B NIM

https://mistral.ai/news/mistral-nemo/?ref=upstract.com

https://venturebeat.com/ai/nvidia-and-mistrals-new-model-mistral-nemo-brings-enterprise-grade-ai-to-desktop-computers/

https://www.forbes.com/sites/moorinsights/2024/07/18/mistral-nemo-analyzing-nvidias-broad-model-support/

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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Dive into the future of cybersecurity in the latest episode of Connected, hosted by Diana Blass! Discover how enterprises are moving from siloed solutions to integrated, autonomous tools for enhanced protection in the AI era, and see how the tech market is evolving. We explore the topic through the lens of Cisco, a networking company that's become increasingly competitive in cybersecurity following its acquisition of Splunk. Hear exclusive interviews with Krista Macomber and Steven Dickens from The Futurum Group, plus top executives from Cisco. Tune in now!

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On this episode of the Six Five Media Webcast, Dave Nicholson is joined by Kyndryl, Intel, and Dell Technologies representatives Kevin Hazard, Nuri Cankaya, and Jonathan Seckler for a conversation on Making Enterprise AI Real. This comprehensive discussion outlines how enterprises can implement AI swiftly, the innovative AI factory model by Dell, readiness for current AI applications, and the crucial role of companies like Kyndryl, Intel, and Dell Technologies in facilitating AI integration within corporate strategies.

Their discussion covers:

The transformative potential of AI factories by Dell for enterprises to scale AI infrastructure.
The need for enterprises to adopt new skills and expertise to capitalize on AI technologies, with guidance from Kyndryl.
Intel’s introduction of advanced CPU and GPU technologies tailored for enhanced AI capabilities and infrastructure.
The readiness of enterprises for AI integration, featuring insights from Intel on technology, ecosystem support, and development programs.
Strategies for enterprises to kick-start their AI initiatives, including planning for future technology advancements with Dell's AI Ops and partnership insights.

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On this episode of the Six Five On the Road, hosts Keith Townsend and Dave Nicholson are joined by VMware User Group’s Brad Tompkins, Executive Director, for a conversation on the latest updates and insights following VMware's acquisition by Broadcom.

Their discussion covers:

The impact of Broadcom's acquisition of VMware on the user community.
The anticipated changes in VMware's product and service offerings.
VMUG's strategy to support its members during this transition.
Key initiatives VMUG is focusing on to enhance value for its members.
Overview of upcoming VMUG events and how to get involved.

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Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:

AWS Summit New York 2024

https://twitter.com/PatrickMoorhead/status/1810676779654226268

https://twitter.com/danielnewmanUV/status/1811059782033285379

https://twitter.com/danielnewmanUV/status/1811053879448215671

https://twitter.com/danielnewmanUV/status/1811061651291931120

https://twitter.com/danielnewmanUV/status/1811059273960476776

https://twitter.com/danielnewmanUV/status/1811054822583365655

https://twitter.com/danielnewmanUV/status/1811065656617345120

Samsung Galaxy Unpacked July 2024

https://twitter.com/PatrickMoorhead/status/1811031791198679116

https://twitter.com/PatrickMoorhead/status/1811030235430711653

https://twitter.com/PatrickMoorhead/status/1811027699411963991

https://twitter.com/PatrickMoorhead/status/1811026412783952060

https://twitter.com/PatrickMoorhead/status/1811024706155299010

https://twitter.com/PatrickMoorhead/status/1810279226177700335

https://twitter.com/PatrickMoorhead/status/1811044452015771985

https://twitter.com/PatrickMoorhead/status/1811041855288590436

https://twitter.com/PatrickMoorhead/status/1811038633266209089

https://twitter.com/PatrickMoorhead/status/1811037797395898691

https://twitter.com/PatrickMoorhead/status/1811035679897375059

https://twitter.com/PatrickMoorhead/status/1811033738626670624

Apple & Microsoft Leave OpenAI Board

https://www.washingtonpost.com/technology/2024/07/10/openai-board-microsoft-apple-withdraw/

https://www.bloomberg.com/news/articles/2024-07-10/microsoft-quits-openai-board-after-antitrust-scrutiny-grows

AMD Acquires Silo

https://www.forbes.com/sites/marcochiappetta/2024/07/10/amd-to-acquire-silo-ai-to-accelerate-the-companys-ai-ambitions/

https://www.investors.com/news/technology/amd-stock-chipmaker-to-buy-silo-ai/

https://www.ft.com/content/7b8d2057-2687-45b3-bae4-1488a75ac5b2

Sequoia/A16Z/Goldman Rain On The AI Parade

https://finance.yahoo.com/news/goldman-strategists-big-tech-ai-085521628.html

https://boingboing.net/2024/07/10/goldman-sachs-warns-that-ai-could-be-a-bad-investment.html

https://www.sequoiacap.com/article/ai-data-center-buildout/

https://www.tomshardware.com/tech-industry/artificial-intelligence/ai-industry-needs-to-earn-dollar600-billion-per-year-to-pay-for-massive-hardware-spend-fears-of-an-ai-bubble-intensify-in-wake-of-sequoia-report

Oracle & Palantir Foundry & AI Platform

https://www.oracle.com/news/announcement/oracle-and-palantir-unlock-new-innovation-in-cloud-and-ai-to-power-businesses-and-governments-around-the-world-2024-07-09/

https://finance.yahoo.com/news/oracle-orcl-partners-palantir-accelerate-121200671.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.

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On this episode of the Six Five On The Road, host Patrick Moorhead is joined by Samsung Electronics B2B America SVP & GM Brad Haczynski, for a conversation on Samsung B2B’s latest innovations revealed at Samsung Unpacked.

Their discussion covers:

Brad Haczynski's role within Samsung and his perspectives on the latest Samsung Unpacked announcements.
The significance of Samsung's sixth generation of foldable devices and their appeal to the business sector.
Key business-oriented features of the Samsung Galaxy Z Fold6 and how they cater to the needs of professionals.
Samsung's approach to integrating AI into mobile devices and the benefits for business users.
The evolving role of wearable technology in the business ecosystem and what Samsung's latest wearables offer to corporate users.

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On this episode of the Six Five On the Road, hosts Keith Townsend and Lisa Martin are joined by Dell Technologies' Matt Baker, SVP - AI Enablement for a conversation on Dell's Density Journey, highlighting their collaboration with Solidigm. During this thought-provoking discussion, Matt shares insights into how Dell Technologies is navigating the intricate landscape of AI enablement, their partnership with Solidigm, and the impact this journey is having on technology density and innovation.

Their discussion covers:

The strategic partnership between Dell Technologies and Solidigm and its significance.
Innovations in technology density and how it is reshaping the AI landscape.
Challenges and opportunities in AI enablement from an industry perspective.
Insights into future trends in technology density and AI capabilities.
Practical applications of these innovations in real-world scenarios.

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On this episode of the Six Five On the Road, host Keith Kirkpatrick is at PegaWorld 2024, joined by Wells Fargo's Sangeeta Doss, Operations Executive - Estate Care Center at Wells Fargo, for a conversation on how Wells Fargo is transforming the approach to estate settlement through the integration of empathy and efficiency.

Their discussion covers:

The challenges faced by individuals and families during the estate settlement process
How Wells Fargo's Estate Care Center is leveraging technology to improve the overall experience
The role of empathy in financial services and its impact on customer satisfaction
Strategies for balancing technological efficiency with personal touch in sensitive situations
Future directions for Wells Fargo in enhancing customer care in estate settlements

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On this episode of the Six Five On the Road, hosts Alastair Cooke and Lisa Martin are joined by Kamiwaza.ai's Luke Norris, CEO for a conversation on how Kamiwaza.ai is leading the charge in the AI revolution, aiming to redefine the enterprise scale AI with a focus on private data agents and autonomous processes, enabling the 5th Industrial revolution.

Their discussion covers:

The mission and vision behind Kamiwaza.ai, aiming for 1 trillion inferences per day.
How data privacy and efficient processing stand at the core of Kamiwaza.ai's technology.
The use of 'Inference Mesh' and RAG technology to deploy AI across various environments.
The significant role of agents and autonomous processes in driving the 5th Industrial Revolution.
The future of enterprise-scale AI and how Kamiwaza.ai is setting the stage for new possibilities in the industry.

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Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:

Micron Q3FY24 Earnings

https://investors.micron.com/news-releases/news-release-details/micron-technology-inc-reports-results-third-quarter-fiscal-2024
https://www.cnbc.com/2024/06/26/micron-shares-slide-after-revenue-forecast-fails-to-top-estimates.html
https://finance.yahoo.com/news/micron-technology-mu-stock-trades-164706907.html
https://twitter.com/danielnewmanUV/status/1806162044187803784

Our First Personal Impressions On Copilot+ PC

https://twitter.com/PatrickMoorhead/status/1806346748840869953
https://twitter.com/PatrickMoorhead/status/1805659409273463240
https://twitter.com/danielnewmanUV/status/1805696398094221635

Google Kills Endless Scroll

https://www.theverge.com/2024/6/25/24185727/google-search-continuous-scrolling-doomscrolling-graveyard
https://www.zdnet.com/article/google-search-kills-infinite-scroll-heres-what-it-means-for-you-and-websites/

Lenovo AI Announcements

https://news.lenovo.com/pressroom/press-releases/lenovo-accelerates-ai-with-solutions-that-fast-track-ai-use-cases-for-every-industry/

Google Updates Vertex AI

https://www.theverge.com/2024/6/27/24187534/google-vertex-ai-developer-search-features-third-party-data
https://venturebeat.com/ai/google-to-shore-up-vertex-ais-enterprise-credentials-with-addition-of-mistral-small-large-and-codestral-models/

Synopsys At DAC

https://www.synopsys.com/blogs/chip-design/ai-chip-design-dac-2024.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.

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In this episode of Connected, Diana Blass explores Dell Tech World, uncovering the cutting-edge infrastructure powering AI in enterprises. From robots to farms, witness next-gen servers and edge devices in action. The challenge? Scaling these technologies to maximize computational power efficiently while keeping costs and energy consumption in check. Discover more in our latest episode!

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On this episode of the Six Five On the Road, Keith Townsend and Dave Nicholson are joined by Ocient's Shantan Kethireddy, Vice President of Customer Solutions for a conversation on the impact of AI on scalability, both technically and environmentally, and how Ocient's high-density storage solutions are addressing these challenges.

Their discussion covers:

An overview of Ocient and its role in enabling data-intensive analysis with an emphasis on performance, cost, and energy efficiency.
The importance of high-density storage in delivering efficient data solutions and the partnership with Solidigm to achieve this.
Insight into the types of customers and workloads Ocient supports, showcasing the versatility of their solutions across various sectors.
How Ocient is addressing the technical and environmental scalability challenges posed by AI, focusing on optimizing hardware efficiency and minimizing energy consumption.
Shantan's anticipation for the future of hardware innovation revealed at Dell Tech World and its implications for Ocient's service delivery.

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On this episode of the Six Five Webcast - AWS Serverless Series, Keith Townsend is joined by Amazon Web Services' AWS Lambda Usman Khalid and Spencer Dillard for a conversation on leveraging AWS Serverless technologies to achieve rapid innovation without compromising security.

Their discussion covers:

The advantages of the Serverless operating model versus traditional application development
Common security challenges in modern application development and how AWS addresses these
The shared responsibility model for securing Serverless applications on AWS
Built-in protections provided by AWS Serverless services like AWS Lambda and Amazon ECS with AWS Fargate
How the ephemeral nature of Serverless resources contributes to security

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:

HPE Discover 2024

https://twitter.com/PatrickMoorhead/status/1803456652202615200
https://twitter.com/PatrickMoorhead/status/1803112603952332898
https://twitter.com/PatrickMoorhead/status/1803161169487937863
https://twitter.com/PatrickMoorhead/status/1803107152309133393
https://twitter.com/PatrickMoorhead/status/1803099434047475875
https://twitter.com/danielnewmanUV/status/1803191780088881156
https://twitter.com/danielnewmanUV/status/1803107665260028363
https://twitter.com/danielnewmanUV/status/1803109611798753725
https://twitter.com/danielnewmanUV/status/1803086509408751642

Apple Halt On Vision Pro?

https://readwrite.com/apple-halts-work-on-vision-pro-turns-focus-to-releasing-a-cheaper-vision-headset-next-year/
https://9to5mac.com/2024/06/18/why-the-vision-pro-2-shutdown-actually-points-to-a-brighter-apple-vision-future/

Pure Storage Accelerate 2024

https://twitter.com/PatrickMoorhead/status/1803540142587781286
https://twitter.com/danielnewmanUV/status/1803539488318394848
https://twitter.com/PatrickMoorhead/status/1803862404364968022
https://twitter.com/PatrickMoorhead/status/1803827298250154364
https://twitter.com/danielnewmanUV/status/1803539488318394848

The 3 Trillion Battle - World’s Most Valuable Companies

https://twitter.com/danielnewmanUV/status/1803195987110010889
https://twitter.com/danielnewmanUV/status/1803156963301400940
https://twitter.com/danielnewmanUV/status/1803167696869269815
https://twitter.com/danielnewmanUV/status/1802850071429742696
https://twitter.com/danielnewmanUV/status/1802767292662513803
https://finance.yahoo.com/news/nvidia-becomes-world-most-valuable-185546829.html
https://www.nytimes.com/2024/06/18/technology/nvidia-most-valuable-company.html

Dell Tech x.AI Ai Deal

https://finance.yahoo.com/news/dell-super-micro-shares-jump-140329801.html
https://www.bloomberg.com/news/articles/2024-06-20/dell-super-micro-shares-jump-on-reports-of-ai-factory-for-elon-musk-s-xai
https://www.investopedia.com/musk-says-dell-super-micro-computer-will-provide-hardware-for-his-ai-startup-8666455

Copilot + PCs Ship

https://twitter.com/danielnewmanUV/status/1803060301044064442
https://twitter.com/PatrickMoorhead/status/1802901013051080756
https://www.engadget.com/here-are-all-of-the-copilot-pcs-with-snapdragon-x-chips-that-were-released-today-104404765.html
https://learn.microsoft.com/en-us/windows/ai/npu-devices/

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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On this episode of the Six Five In the Booth, host Melody Brue is joined by Shure's Sam Sabet, CTO, at InfoComm 2024, for a conversation on Shure's latest developments in audio technology, their end-user centric design philosophy, and what the future holds for the company.

Their discussion covers:

How Shure’s end-user centric design philosophy shapes their product development process and the overall customer experience.
A deep dive into the Microflex MXW neXt 2, discussing its key features and versatility for various user needs.
Insights into the Shure Cloud Beta launched at ISE, including the significance of a cloud portal for device management.
Shure’s approach to security within its cloud portal solutions.

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On this episode of the Six Five on the Road, Daniel Newman and Patrick Moorhead break down the latest developments and key messages shared by Intel at Computex 2024.

Their discussion covers:

Intel's showing at Computex 2024
The announcements of Xeon 6 for the data center, AI accelerators Gaudi 2 & 3, and AI PC processor Lunar Lake
The execution of Lunar Lake and Xeon 6 processors (which are on time or even ahead of schedule)
Intel's AI PC strategy
The need to show more real-world use cases for Gaudi in the data center

Learn more at Intel at Computex 2024.

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On this episode of On The Road at Pure//Accelerate 2024, we are joined by Pure Storage's Prakash Darji and Shawn Hansen, GM Digital Experience Business Unit and GM Core Platforms, respectively, for a conversation on Pure Storage's latest digital experience initiatives, storage solutions, and AI strategies.

Their discussion covers:

Insights into Pure Storage's latest digital experience initiatives
The impact of evolving storage technologies on enterprise IT strategies
Pure Storage’s approach to sustainability in data management
Challenges and solutions in current data storage trends
The future of data storage and Pure Storage’s roadmap

Learn more at Pure Storage.

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On this episode of the Six Five On The Road, hosts Daniel Newman and Patrick Moorhead are joined by Pure Storage's CEO, Charles Giancarlo, for a conversation on the future of storage solutions and AI innovations at Pure//Accelerate 2024.

Their discussion covers:

Charles Giancarlo's insights on the evolving landscape of data storage and management
New technologies and solutions unveiled at Pure//Accelerate 2024
The role of AI and machine learning in advancing storage solutions
Strategies for ensuring data security and privacy in storage solutions
Pure Storage's vision for the future of digital infrastructure

Learn more at Pure Storage.

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On this episode of the Six Five On The Road, hosts Patrick Moorhead and Daniel Newman are joined by Pure Storage's Maciej Kranz, GM, Enterprise, for a conversation on navigating the complexities and risks in the rapidly evolving AI landscape. With insights from Pure Storage's recent survey, Maciej sheds light on how organizations are gearing up for AI-driven transformation while managing the inherent risks.

Their discussion covers:

The multifaceted nature of risks in today's technology landscape as outlined in Pure Storage's survey.
Insights from CIOs on the balance between innovation and risk management, highlighting the pressure to innovate amidst escalating challenges.
The urgency of AI initiatives for future growth, with a focus on the readiness of current infrastructures to support such advancements according to survey findings.

Learn more at Pure Storage.

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On this episode of the Six Five In the Booth, host Melody Brue is joined by HP's Greg Baribault, Vice President, Product & Portfolio Management, HP Hybrid Systems for a conversation on the evolution of workplace collaboration technology. With HP's acquisition of Poly, the combined expertise of both companies in computing and audio/video conferencing has paved the way for innovative collaboration solutions that set new industry standards.

Their discussion covers:

The synergy between HP’s computing prowess and Poly’s audio/video conferencing expertise to create unparalleled collaboration products.
Insights into the launch of next-gen video conferencing solutions including the Poly Studio G62 and the Poly Studio Base Kit G9 Plus for Microsoft Teams Rooms, emphasizing the importance of Ethernet connections for easy setup and scalability in various meeting spaces.
The critical role of next-generation hardware in underpinning AI-driven software applications, particularly for enabling features like Poly's Director AI, to deliver exceptional meeting experiences.
HP's integration with Zoom Device Management into the Poly Lens platform, offering a comprehensive management view for IT teams and outlining future plans with other ecosystem partners.
The commitment towards sustainability from both HP and Poly, highlighting how it is being integrated as a differentiator in their new product generation and sketching out future sustainability initiatives.

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On this episode of the Six Five On the Road, host Keith Kirkpatrick is joined by Pega's Matt Healy, Director of Product Marketing, Intelligent Automation for a conversation on how Pega's innovative approach to AI and application development is reshaping industries.

Their discussion covers:

The evolving role of AI in application development
How Pega's Blueprint technology stands out in the market
Real-world impacts of Pega's intelligent automation
The future vision of AI and automation at Pega
Challenges and opportunities in implementing AI solutions in businesses

#Pegaworld #Pegasystems #Pega #AI #BlueprintTechnology #appdevelopment #TheSixFiveOnTheRoad #KeithKirkpatrick #MattHealy #technology

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On this episode of the Six Five On the Road, host Keith Kirkpatrick is joined by Pega's Tara DeZao, Director of Product Marketing, Adtech & Martech, for a conversation on how Generative AI (GenAI) is transforming the marketing landscape through innovative adtech and martech strategies, while also addressing the critical aspects of ethics and data management.

Their discussion covers:

The evolving role of GenAI in marketing and advertising technologies
Ethical considerations and best practices in data utilization with GenAI
Impact of GenAI on personalized marketing strategies and customer experiences
Navigating the challenges and opportunities presented by data privacy regulations in the era of GenAI
Future trends in advertising and marketing technologies influenced by GenAI advancements

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Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:

Apple WWDC 2024

https://twitter.com/PatrickMoorhead/status/1800589468144922656
https://twitter.com/PatrickMoorhead/status/1800335600333045804
https://twitter.com/PatrickMoorhead/status/1800245807712514556
https://twitter.com/PatrickMoorhead/status/1800165285325836528
https://twitter.com/danielnewmanUV/status/1801238399573250050
https://twitter.com/danielnewmanUV/status/1801244976321581407
https://twitter.com/danielnewmanUV/status/1800819579008016739
https://twitter.com/danielnewmanUV/status/1800500949326205414
https://www.apple.com/newsroom/2024/06/wwdc24-highlights/

Broadcom Q2FY24 Earnings

https://x.com/PatrickMoorhead/status/1801345321957462137
https://twitter.com/PatrickMoorhead/status/1801004340510929406
https://twitter.com/PatrickMoorhead/status/1801000795225178271
https://twitter.com/danielnewmanUV/status/1801206371209142558
https://investors.broadcom.com/node/62226/pdf

Adobe Q2FY24 Earnings

https://x.com/PatrickMoorhead/status/1801360173111402646
https://news.adobe.com/news/news-details/2024/Adobe-Reports-Record-Revenue-in-Q2-Fiscal-2024/default.aspx
https://www.cnbc.com/2024/06/13/adobe-adbe-q2-earnings-report-2024.html

Oracle Q4FY24 Earnings

https://twitter.com/PatrickMoorhead/status/1800908386038431813
https://twitter.com/danielnewmanUV/status/1800683110285345200
https://www.oracle.com/news/announcement/q4fy24-earnings-release-2024-06-11/

Enterprise SaaS Reset or Pause?

https://www.cnbc.com/2024/06/10/power-stocks-up-saas-challenges-and-awaiting-ai-updates-at-apples-event.html
https://techcrunch.com/podcast/neas-vanessa-larco-says-generative-ai-will-change-the-saas-pricing-model-and-thats-a-good-thing/

Six Five Summit 2024 Wrap

https://twitter.com/PatrickMoorhead/status/1800474210479051231
https://twitter.com/PatrickMoorhead/status/1800545970176078304
https://twitter.com/PatrickMoorhead/status/1800894194292306264
https://twitter.com/PatrickMoorhead/status/1800934026229735838
https://twitter.com/PatrickMoorhead/status/1800662715117302033
https://twitter.com/PatrickMoorhead/status/1800649938122018906
https://twitter.com/PatrickMoorhead/status/1800649938122018906
https://twitter.com/danielnewmanUV/status/1801241031725420722

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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Tech It Out: The Six Five's Diana Blass is inside The Dell AI Factory at Dell Tech World 2024, where AI-innovation has transformed nearly every industry vertical. In this episode, see the solutions powering that change: new PowerEdge servers optimized for cooling, an autonomous mobile robot trained in the Omniverse; and don't miss Andy, Dell's "human-like" AI assistant.

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Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:

Computex 2024

https://twitter.com/PatrickMoorhead/status/1797523993932767608
https://twitter.com/PatrickMoorhead/status/1797234174656459256
https://twitter.com/danielnewmanUV/status/1798139506899783707
https://twitter.com/danielnewmanUV/status/1797970370915336665
https://twitter.com/danielnewmanUV/status/1797924285715259422
https://twitter.com/danielnewmanUV/status/1797865188588478974
https://twitter.com/danielnewmanUV/status/1797850892135547355
https://twitter.com/danielnewmanUV/status/1797806082171224142
https://twitter.com/danielnewmanUV/status/1797450443456704603
https://twitter.com/danielnewmanUV/status/1797503234703307005
https://twitter.com/danielnewmanUV/status/1797513977347616863
https://twitter.com/danielnewmanUV/status/1797509460547760304
https://twitter.com/danielnewmanUV/status/1797510453570228378
https://twitter.com/danielnewmanUV/status/1797507200837107722
https://twitter.com/danielnewmanUV/status/1797507741944324302
https://twitter.com/danielnewmanUV/status/1797506936969269638
https://twitter.com/danielnewmanUV/status/1797229333641343123

Cisco Live 2024

https://newsroom.cisco.com/c/r/newsroom/en/us/a/y2024/m06/cisco-live-2024-cisco-announces-new-ai-powered-innovations-and-investments-to-help-customers-unlock-a-more-connected-and-secure-future.html
https://www.techrepublic.com/article/cisco-live-2024-splunk-observability-platform

SAP Sapphire Orlando 2024

https://news.sap.com/2024/06/sap-sapphire-sap-customers-drive-business-transformation/
https://news.sap.com/2024/06/sap-sapphire-innovation-key-to-bring-out-your-best/
https://news.sap.com/2024/06/sap-sapphire-generative-ai-center-stage/
https://news.sap.com/2024/06/ai-innovations-partnerships-sap-sapphire/
https://news.sap.com/2024/06/joule-microsoft-copilot-unified-work-experience/
https://technologymagazine.com/videos/sap-sapphire-2024-highlights-from-day-one

US Investigates NVIDIA, Microsoft, OpenAI

https://twitter.com/danielnewmanUV/status/1798582042957173097
https://www.nytimes.com/2024/06/05/technology/nvidia-microsoft-openai-antitrust-doj-ftc.html
https://www.cnbc.com/2024/06/06/us-regulators-to-open-antitrust-probes-into-nvidia-microsoft-and-openai.html

CEO Change at Lattice Semi

https://twitter.com/PatrickMoorhead/status/1797701960642236668
https://www.nasdaq.com/articles/lattice-semiconductor-announces-leadership-transition-and-strategy
https://www.investopedia.com/lattice-semiconductor-shares-tumble-as-ceo-leaves-to-run-coherent-8657493

Senior Leadership Change at Lenovo

https://news.lenovo.com/pressroom/press-releases/leadership-statement/
https://news.lenovo.com/pressroom/press-releases/patricia-wilke/

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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On this episode of the Six Five On the Road, we explore the comprehensive impact of Zoho on businesses ranging from SMBs to large enterprises. Join our hosts at Zoholics in Austin, Texas – The Futurum Group’s Lisa Martin, Cory Johnson, and Keith Kirkpatrick with Moor Insights & Strategy’s Robert Kramer to delve into Zoho's suite of products and services, and explore how they cater to diverse business needs.

Their discussion covers:

The evolution of Zoho from a software company for small and medium businesses to a full-scale enterprise solution provider
An overview of Zoho's suite of applications and their integration capabilities for businesses
Case studies highlighting real-world applications of Zoho's products in different industry sectors
Zoho's role in digital transformation strategies for businesses looking to modernize
Future outlook and expansions plans of Zoho in the context of emerging business technologies

Learn more at Zoho.

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On this episode of the Six Five On The Road at Computex Taipei, hosts Daniel Newman and Ryan Shrout are joined by Microsoft's Pavan Davuluri, Corporate VP, Windows & Devices, for a conversation on Microsoft's innovative integration of AI into its products, specifically focusing on Copilot+ PCs.

Their discussion covers:

How AI integration in Windows and Copilot+ PCs is elevating the user experience
The necessary hardware requirements for Copilot+ PCs and their significance
The transformative impact of AI on the PC landscape through Copilot+ PCs
Ensuring performance and power efficiency in the PC ecosystem with AI advancements
Microsoft's view on the business potential of AI in PCs compared to the cloud, including insights into new Copilot+ PCs from Surface

Learn more at Microsoft.

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On this episode of the Six Five On The Road at Zoholics, join Six Five Media hosts Cory Johnson, Lisa Martin, and Dave Nicholson for a conversation on the latest insights and developments unveiled at Zoho’s annual Zoholics conference.

Their discussion covers:

The most impactful announcements made during Zoholics and their implications for businesses and consumers
How Zoho's latest product developments and updates are set to shape the future of the tech landscape
Insights into Zoho's strategic direction and vision for enhancing user experience and productivity
A deep dive into the customer stories shared at Zoholics, showcasing the real-world impact of Zoho's solutions
Expert analysis on the evolving technology trends and how Zoho remains at the forefront of innovation

Learn more at Zoho.

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On this episode of the Six Five On The Road at Zoholics 2024, hosts Cory Johnson and Lisa Martin are joined by Zoho Corporation's Ram Ramamoorthy, Director of AI Research, for a conversation on how Zoho is addressing the evolving AI challenges within the enterprise landscape.

Their discussion covers:

Zoho's holistic approach to integrating AI across its suite of products
The most significant AI challenges enterprises face today and Zoho's solutions
Future trends in AI technology Zoho is investing in
The role of data privacy and security in Zoho's AI strategy
Real-world applications and success stories of AI in Zoho's ecosystem

Learn more at Zoho Corporation.

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On this episode of the Six Five On The Road, hosts Cory Johnson and Lisa Martin are joined by Zoho's Sridhar Vembu, CEO for a conversation on how prioritizing employee satisfaction can fundamentally transform and elevate the customer experience.

Their discussion covers:

The correlation between employee satisfaction and customer service excellence
Strategies Zoho employs to maintain a high level of employee morale and its direct impact on customer satisfaction
Real-world examples of how Zoho has transformed customer service through employee engagement initiatives
The role of technology in facilitating employee satisfaction and efficiency
Future trends in employee engagement and customer experience management

Learn more at Zoho.

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On this episode of Six Five on the Road, hosts Cory Johnson and Lisa Martin are joined by CIMCO Refrigeration's David Fauser, Vice President of Sales, Marketing, and Strategy for a conversation on how CIMCO is leveraging Zoho to drive innovation and sustainability within their solutions.

Their discussion covers:

The innovative approaches CIMCO is taking with Zoho to enhance their refrigeration solutions
How sustainability is a key component of CIMCO's strategy and its integration with Zoho's tools
The impact of digital transformation on CIMCO and the refrigeration industry at large
Insights into CIMCO's future initiatives in leveraging technology for business growth
The role of data analytics in shaping CIMCO's offerings and customer experiences

Learn more at CIMCO Refrigeration.

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On this episode of the Six Five On the Road, hosts Lisa Martin and Cory Johnson are joined by Zoho's Raju Vegesna, Chief Evangelist, for a conversation on Zoho's major CRM customization announcements and their impact on customers.

Their discussion covers:

The latest CRM customization options introduced by Zoho
How these new features can enhance user experience and operational efficiency
The potential impact of Zoho's announcements on customer relationships and business outcomes
Strategies for businesses to effectively implement and leverage Zoho's CRM customizations
Insights into the future developments of Zoho CRM and what customers can expect

Learn more at Zoho.

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On this episode of the Six Five On the Road, we are joined by OP360's Josh Corson, SVP, Data Science & Analytics, for a conversation on how OP360 manages growth and leverages data with Zoho for optimal business performance.

Our discussion covers:

The role of Zoho in OP360's rapid growth and scalability
Insights into data management strategies that drive business decisions
Challenges and triumphs in integrating Zoho with OP360's existing systems
Future plans for leveraging technology to sustain business growth
The impact of data analytics on improving customer experience and service delivery

Learn more at OP360.

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On this episode of the Six Five On The Road at Computex Taipei, analysts Daniel Newman, Ryan Shrout, Anshel Sag, and Olivier Blanchard discuss the rapid advancements in AI and innovation showcased at Computex 2024 in Taipei.

Their conversation covers:

Key trends and breakthroughs in AI technology from Computex 2024
How these innovations are shaping various industries
The impact of AI on global technology strategies
Insights into the future of computing and digital transformation
Expert analysis of the challenges and opportunities ahead in AI

Learn more at Computex 2024.

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On this episode of the Six Five On The Road at Computex Taipei, Anshel Sag, VP & Principal Analyst at Moor Insights & Strategy shows us the innovative features and potential market impact of Qualcomm’s new Snapdragon X Elite and X Plus devices.

Anshel covers:

The technical advancements and new capabilities of Snapdragon X Elite and X Plus
Market trends driving the development of these devices
Potential applications and industries that could be transformed by these technologies
Qualcomm's strategic vision for the future of mobile and IoT devices
The role of 5G and AI in enhancing the performance and user experience of Snapdragon-powered devices

Learn more at Qualcomm.

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On this episode of the Six Five On The Road at Computex Taipei, hosts Olivier Blanchard and Anshel Sag are joined by Qualcomm's Don McGuire, SVP & CMO for a conversation on Qualcomm's role in pushing the boundaries of technology through its Snapdragon platform. The discussion spans from the overall impact of the Snapdragon brand across various sectors including mobile, sound, XR, automotive, and the emerging segment of AI PCs.

Their discussion covers:

The evolution and recognition of the Snapdragon brand beyond mobile, entering new domains such as sound, XR, automotive, and AI PCs.
How Snapdragon's entry into the AI PC platform with its next-generation features aims at redefining the PC industry.
The positioning of Snapdragon as both a technology disruptor and an innovation accelerator, and its strategic approach to market leadership.
Key differentiators of the Snapdragon platform in contrast to other technology solutions, and the significance of these distinctions for the wider tech ecosystem.

Learn more at Qualcomm.

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On this episode of the Six Five On The Road at Computex Taipei, hosts Olivier Blanchard and Anshel Sag are joined by Qualcomm's Nitin Kumar, VP Product Management for Qualcomm Technologies, Inc., for a conversation on Qualcomm's groundbreaking approach to the design and capabilities of their latest technological marvel, the X Elite.

Their discussion covers:

The X Elite’s 45 TOPS NPU and its revolutionary performance features
The genesis and development of the X Elite’s IP to surpass current-generation performance
The significance of CPU performance and the impressive results of the Oryon CPU
Enhancements in GPU performance and its impact on gaming, drivers, and game compatibility
The advancement in connectivity features including WiFi, cellular connections, cameras, and sensorsLearn more at Qualcomm.

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On this episode of the Six Five On The Road at Computex Taipei, we are joined by Qualcomm's Kedar Kondap, SVP and GM, Compute and Gaming, Qualcomm Technologies, Inc. for a conversation on Qualcomm's strategic movements in the PC space, aiming to redefine performance leadership within the Windows ecosystem.

Our discussion covers:

The strategic reasons behind Qualcomm's increased focus on the PC segment and their leadership ambitions.
The journey and impact of Windows on Snapdragon from its inception to the present day.
Qualcomm's growth aspirations for Snapdragon in the PC market, in terms of market penetration, revenue, and expanding into new sectors.
The experiences and strategies Qualcomm employs working alongside and differentiating within a market historically dominated by two key players.
Expected shifts in the software ecosystem, particularly how they may fuel the acceleration of AI in PCs.
Qualcomm's unique approach to carving out space in the PC segment for both consumer and commercial markets, now through 2025.

Learn more at Qualcomm.

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On this episode of the Six Five On The Road at Computex Taipei hosts Olivier Blanchard and Anshel Sag are joined by Qualcomm's Rahul Patel, Group GM, Connectivity, Broadband and Networking, at Qualcomm Technologies, Inc., for a conversation on the pivotal role of advanced connectivity solutions like 5G and Wi-Fi 7 in enhancing AI PC experiences. This insightful discussion delves into how Qualcomm is shaping the future of PC technology through innovative connectivity.

Their discussion covers:

The significance of PC connectivity in the age of AI and how Qualcomm is positioned within this space.
The benefits of integrating 5G and Wi-Fi 7 into PCs for both enterprise users and consumers, moving beyond conventional Wi-Fi connections.
New connectivity enhancements Qualcomm is bringing to the PC market to elevate user experiences.
A broad look at how Qualcomm views connectivity among various devices, including PCs, mobile devices, XR, hearables, and wearables.
The announcement of a new Wi-Fi SoC aimed at battery-powered IoT devices and the importance of micro-power Wi-Fi.

Learn more at Qualcomm.

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On this episode of the Six Five On The Road at Computex Taipei, hosts Olivier Blanchard and Anshel Sag are joined by ASUS's Benjamin Yeh, President of North America, System Business Group, for a conversation on ASUS's innovative strategies and the future of AI PCs.

Their discussion covers:

The distinctiveness of the ASUS Vivobook S 15 from previous ASUS designs and innovations
The advantages of ASUS' partnership with Qualcomm in developing the latest generation of CoPilot+ PCs
The future direction for AI PCs, as seen through the lens of ASUS's current CoPilot+ PC offerings
Prospects of integrating CoPilot+ technology into ROG-based PCs and the potential focus on non-gaming systems

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On this episode of the Six Five On The Road at Computex Taipei, hosts Olivier Blanchard and Anshel Sag are joined by Acer's Eric Ackerson, Sr. Product Marketing and Brand Manager, for a conversation on Acer's innovative strategies in the evolving landscape of AI PCs, highlighting their collaboration with Qualcomm on the Snapdragon X Elite and the introduction of the Acer Swift 14 AI.

Their discussion covers:

Acer's leadership in PC innovation and how the new CoPilot+ PC platform and Snapdragon X Elite are setting new standards in the market.
The transformative impact of the Snapdragon X Elite partnership with Qualcomm on the concept of AI PCs.
Future perspectives on PC innovation driven by AI and Acer's vision for the evolving technology ecosystem.
The development and competitive positioning of the Acer Swift 14 AI as a testament to Acer's ongoing innovation momentum.

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On this episode of the Six Five On The Road, hosts Olivier Blanchard and Ryan Shrout are joined by Lenovo's Steve Long, SVP & GM, Commercial Segment IDG for a conversation on Lenovo's strategy and vision for the future of AI PCs, emphasizing the development and integration of Snapdragon X Elite processors.

Their discussion covers:

Lenovo's roadmap for the AI PC space in the upcoming year and its strategic positioning
The behind-the-scenes of the Snapdragon X Elite based machines' development and the decision-making process for this collaboration
The differentiation in AI PC features between Lenovo's commercial and consumer designs
Prospects for the PC and laptop market with the advent of X Elite processors, including new form factors and design considerations
Highlighting unique features, technologies, and capabilities in Lenovo's ThinkPad and Yoga systems in the context of AI
Lenovo's future plans aligning with Microsoft's vision for the Copilot+ PC

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On this episode of the Six Five On The Road at Computex 2024, hosts Daniel Newman and Ryan Shrout are joined by Qualcomm's Cristiano Amon, President and CEO, for a conversation on how Qualcomm is evolving through AI innovations and diversifying its market approach.

Their discussion covers:

Qualcomm's perspective on AI and its significance for the company's future
Exploring the vast opportunities AI presents to Qualcomm
The strategic transition towards becoming a foremost compute company
Development milestones of Oryon and its impact on Qualcomm's growth
Forecasting the evolution of AI across devices, from smartphones to PCs, in the next two years
Insights into Qualcomm's market diversification and disruption strategies

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On this episode of the Six Five On The Road at Computex Taipei, hosts Daniel Newman and Ryan Shrout are joined by Qualcomm's Alex Katouzian, Group GM for Mobile, Compute, XR, Voice & Music Wearables Businesses, Qualcomm Technologies Inc., for a conversation on Qualcomm's role in enhancing the Windows ecosystem through next-generation technologies and AI integration.

Their discussion covers:

The transformative impact of AI across Qualcomm's product portfolio
Comparing the transition to AI in PCs with that of smartphones
Overcoming architectural challenges for the X Elite platform
The synergy between connectivity, cameras, sensors, and AI technologies
Future paths for on-device AI Compute advancements
Exploring the "one technology roadmap" approach
The implications of AI and other tech on XR and upcoming Qualcomm announcements

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On this episode of the Six Five On The Road, host Shira Rubinoff is joined by Tanium's Harman Kaur, VP, President of AI for a conversation on the evolving landscape of endpoint management and security.

Their discussion covers:

The definition and importance of Autonomous Endpoint Management
Challenges businesses face in endpoint security
How AI is revolutionizing the way we manage and secure endpoints
Strategies for implementing effective endpoint management solutions
Future trends in endpoint security and management

Learn more at Tanium.

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In this episode of The Six Five Webcast, host Paul Nashawaty welcomes Infinidat’s Eric Herzog, CMO to discuss the future of enterprise storage, cyber storage resilience, and hybrid multi-cloud storage.

Their conversation covers:

Infinidat G4 Storage platforms
Cyber Storage Resilience and Recovery
InfiniSafe Advanced Cyber Protection (ACP)
InfiniSafe Cyber Detection for VMware Environments
InfiniVerse Infrastructure Consumption Software Control Plane
InfuzeOS Cloud Edition for Microsoft Azure and Amazon AWS

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On this episode of the Six Five On the Road, hosts Dave Nicholson and Lisa Martin are joined by Broadcom's Hasan Siraj, Head of Software Products / Ecosystem for a conversation on how Ethernet is pivotal in scaling AI infrastructure. Broadcom, a global technology leader, is at the forefront of addressing the complexities and needs of AI networking to facilitate the growth and deployment of AI technologies.

Their discussion covers:

The crucial role of networking in AI deployments
Broadcom's solutions to the key challenges in AI networking
Reasons for choosing Ethernet over Infiniband for AI cluster deployments
Anticipated evolution of AI infrastructure over the next 3-5 years and upcoming challenges
The demographic of customers deploying AI and their current stage in the AI adoption journey

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On this episode of the Six Five, host Steven Dickens is joined by AWS's Nick Smit, Principal Product Manager, and Emily Shea, Worldwide Lead, Integration Services Go-To-Market, for a conversation on developing a future-proof integration strategy with AWS.

Their discussion covers:

The importance and impact of integration strategies in today's cloud ecosystems.
AWS's approach to facilitating seamless integration across diverse IT environments.
Best practices in developing and implementing a robust integration strategy.
How AWS enables organizations to innovate and scale with their integration solutions.
The future prospects for integration on AWS and the impact on global business operations.

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On this episode of the Six Five On the Road, hosts Dave Nicholson and Lisa Martin are joined by Broadcom's Dennis Makishima, VP and GM, Brocade Storage Networking, for a conversation on the unique partnership between Dell Technologies and Brocade. This collaboration highlights a close relationship in joint product development, addressing mission-critical needs, supporting AI ambitions, and a distinctive go-to-market strategy.

Their discussion covers:

The unique aspects of the Dell Technologies and Brocade relationship
The collaborative approach to product development, engineering, and innovation between Brocade & Dell
How Brocade plays a crucial role in supporting Dell customers' mission-critical needs
Insights into the Brocade & Dell Go-To-Market partnership that sets it apart
Ways in which Brocade supports Dell's AI ambitions

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Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:

Dell Tech World 2024

https://twitter.com/PatrickMoorhead/status/1792613526873452781
https://twitter.com/PatrickMoorhead/status/1792608662231593423
https://twitter.com/PatrickMoorhead/status/1792602634500845885
https://twitter.com/danielnewmanUV/status/1792611958505812406
https://twitter.com/danielnewmanUV/status/1792604689172713648
https://twitter.com/anshelsag/status/1792988137511109021

Microsoft Build 2024

https://twitter.com/PatrickMoorhead/status/1792609792143536176
https://twitter.com/anshelsag/status/1792602143201046905
https://twitter.com/PatrickMoorhead/status/1792606232957825262
https://twitter.com/danielnewmanUV/status/1793024352146903317
https://twitter.com/danielnewmanUV/status/1792610370877899211
https://twitter.com/danielnewmanUV/status/1792608493691863199

IBM Think 2024

https://twitter.com/PatrickMoorhead/status/1793431766818340877
https://twitter.com/PatrickMoorhead/status/1793307260233425154
https://twitter.com/PatrickMoorhead/status/1792898914447675518
https://twitter.com/PatrickMoorhead/status/1792897289800806822
https://twitter.com/danielnewmanUV/status/1793375280738009306
https://twitter.com/danielnewmanUV/status/1792898491028488435

Special Guest - Dan Ives, Wedbush MD

NVIDIA Q1 FY25 Earnings

https://twitter.com/PatrickMoorhead/status/1793393432800661860
https://twitter.com/PatrickMoorhead/status/1792544888808259640
https://twitter.com/danielnewmanUV/status/1793390135528096065
https://twitter.com/danielnewmanUV/status/1793369369881477526
https://twitter.com/danielnewmanUV/status/1792981975604555941
https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-first-quarter-fiscal-2025

Synopsys Q2 FY24 Earnings

https://twitter.com/PatrickMoorhead/status/1793392550004322574
https://twitter.com/danielnewmanUV/status/1793376122023055440
https://investor.synopsys.com/news/news-details/2024/Synopsys-Posts-Financial-Results-for-Second-Quarter-Fiscal-Year-2024/default.aspx

Lenovo Q4 FY23/24 Earnings

https://news.lenovo.com/pressroom/press-releases/fy-2023-24/
https://finance.yahoo.com/news/lenovo-group-q4-full-financial-041900859.html
https://x.com/PatrickMoorhead/status/1793760511961555347

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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On this episode of Six Five On The Road, hosts Patrick Moorhead and Daniel Newman are joined by IBM's Kate Woolley, General Manager, Ecosystem at IBM for a conversation on the evolution and impact of IBM's Partner Plus program and the importance of strong tech partnerships in leveraging Watson.

Their discussion covers:

The growth and evolution of the Partner Plus program at IBM over the past year.
An overview of the strong partnerships IBM has cultivated across the tech landscape and the work behind making these collaborations a reality.
A deep dive into some of the most impactful partnerships related to Watson.
Kate Woolley’s vision for the Ecosystem team over the next two years, marking her own journey at IBM.

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On this episode of the Six Five On The Road, hosts Patrick Moorhead and Daniel Newman are joined by IBM's Dr. Darío Gil and Rob Thomas, for a conversation on how IBM is leading the charge in leveraging AI to create transformation, innovation, and value for enterprises.

Their discussion covers:

Insights on how IBM is enabling clients to capitalize on their AI moment to transform their operations.
A deep dive into the latest developments in AI-powered automation and the expansive toolkit IBM offers to unlock significant value for clients.
Challenges enterprises face in moving from the exploration phase to generating tangible ROI and value with AI at scale, with expert advice from Dr. Gil.
The strategic advantages that position IBM as the go-to partner for enterprises looking to deploy, scale, and derive value from AI.
A look at IBM’s strategy to maintain its leadership position in a fast-evolving industry through rapid innovation in AI.

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On this episode of the Six Five In The Booth, host Steven Dickens is joined by IBM's Tina Tarquinio, VP, Product Management, IBM Z and LinuxOne, for a fascinating conversation on integrating AI with the mainframe, a cornerstone for modern IT infrastructure. This discussion delves into IBM's recent advancements and predictive insights into future developments.

Their discussion covers:

The crucial role of the mainframe in hybrid cloud environments
How IBM Watsonx Code Assistant for Z is revolutionizing application modernization with AI
The introduction of Watsonx Assistant for Z, enhancing productivity through conversational AI and generative AI technologies
The synergy between semiconductors like Telum and the mainframe in powering AI
A look back at IBM's recent earnings strength and forward-looking non-promissory insights into next year's refresh

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On this episode of Six Five On The Road, hosts Dave Nicholson and Lisa Martin are joined by Dell Technologies' Delmar Hernandez, Sr. Principal Engineer, Technical Product Marketing, and Steen Graham, Founder of Scalers.AI, for a conversation on the flexibility and advantages of GPU choice in the new Dell PowerEdge XE9680.

Their discussion covers:

The design philosophy behind the Dell PowerEdge XE9680
How Dell's latest offering supports varied GPU ecosystems
The role of the PowerEdge XE9680 in advancing AI and machine learning technologies
Collaboration opportunities for businesses with Scalers.AI using Dell's technology
Future trends in hardware optimization for AI applications

#DellTechWorld #DellTechnologies, #PowerEdge, #GPU, #AI, #machinelearning, #ScalersAI, #technology #collaboration

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On this episode of the Six Five On The Road, hosts Dave Nicholson and Lisa Martin are joined by Dell Technologies' Brian Doty and Moogsoft's Phil Tee for a conversation on the integration and future vision following Dell's acquisition of Moogsoft. This acquisition has sparked significant interest, especially with the evolution of Dell's APEX AIOps portfolio, which now integrates CloudIQ, Moogsoft, and introduces Dell's new Application Observability product.

Their discussion covers:

The strategic vision and near-future plans for Dell's APEX AIOps portfolio post-acquisition
Brian's insights on the evolution of Dell's system management and its implications for infrastructure customers
Phil's perspective on the AI revolution's impact on IT operations, comparing its significance to the industrial revolution.What excites Brian the most about the future of AIOps at Dell and the benefits for customers

Learn more at Dell Technologies and Moogsoft.

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On this episode of Six Five On The Road, hosts Dave Nicholson and Lisa Martin are joined by Kalray’s CEO, Eric Baissus, for a conversation on how Kalray, along with its collaboration with Dell, is revolutionizing AI performance and efficiency through high-density storage solutions.

Our discussion covers:

Kalray's strategic partnership with Dell and the value it brings to AI innovators
The critical role of data acceleration in AI and the blend of hardware and software to achieve it
Exciting announcements from Kalray at this year's Dell Tech World
The debate on "Walled garden" vs. "Open" approaches in supporting AI solutions
Kalray's collaboration with Solidigm and its impact on the Dell-Kalray offering

Learn more at Kalray.

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On this episode of the Six Five On The Road, hosts Patrick Moorhead and Daniel Newman are joined by Dell's Sam Grocott, Senior Vice President Product Marketing for a conversation on the innovative approach of Dell in the realm of Artificial Intelligence with the Dell AI Factory. Our hosts, Patrick Moorhead and Daniel Newman, delve into an enlightening discussion on the strategic insights and technological advancements that underpin the Dell AI Factory initiative.

Their discussion covers:

Debating the merits and drawbacks of building AI Factories in public clouds versus on-premises environments.
An in-depth look into what the Dell AI Factory is.
Exploring the components that make up the Dell AI Factory.
The unique value proposition of choosing Dell over other technology partners for building AI factories.

Learn more at Dell.

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On this episode of the Six Five on the Road, hosts Patrick Moorhead and Daniel Newman are joined by Dell Technologies' Jon Siegal and Jonathan Huang, MD/PhD Candidate at Northwestern University Feinberg School of Medicine, Northwestern Medicine for a conversation on how Dell Technologies and Northwestern Medicine are leading the charge in revolutionizing patient care through life-saving artificial intelligence innovations.

Their discussion covers:

Exploring generative AI vision and use cases in patient care
Why The Dell AI Factory is the best solution for Northwestern Medicine’s AI needs
Outcomes and impacts of Northwestern Medicine's AI Factory initiatives

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On this episode of the Six Five on the Road, hosts David Nicholson and Lisa Martin are joined by Dell's Omar Rawashdeh, PowerEdge Product Planner, for a conversation on Dell's latest announcements at DTW regarding their PowerEdge Servers.

Their discussion covers:

The latest PowerEdge Servers Dell is announcing at DTW
Key highlights about the new T160/R260 PE servers
The key use cases/workloads for these servers
Availability dates for the T160/R260/R660/R770 servers

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On this episode of the Six Five On The Road, we are joined by Dell's Justin Bandholz, PowerEdge Portfolio Manager - CSP Manager, for a conversation on the latest developments in Dell's product offerings specifically designed for Communication Service Providers (CSPs).

Our discussion covers:

The latest announcement from Dell regarding the new CSP Edition products, the PowerEdge R670 & R770
An explanation of what DC-MHS is and its importance to the industry
How the PowerEdge R670 & R770 CSP Edition are engineered to address the unique challenges faced by CSPs
Directions to further resources for Dell CSP customers seeking more information

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On this episode of the Six Five On The Road, we are joined by Samsung Semiconductor's Christina Day, Director of DRAM Product Marketing, for a conversation on how memory technology is essential for the advancement of AI.

Their discussion covers:

The critical role of memory in accelerating AI, with a focus on high-density DRAM and SSDs
How Samsung memory is integrated into Dell Servers to power advanced computing solutions
The future of memory technology, emphasizing increased bandwidth, density, and efficiency to support faster, smarter AI development
The impact of Processing-In-Memory (PIM) technology on reducing energy consumption and enhancing AI processing speed and performance

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On this episode of the Six Five on the Road, host Patrick Moorhead is joined by Dell's Jen Felch, CIO & Chief Digital Officer for a conversation on Dell's strategy for integrating AI and GenAI technologies to drive internal innovation.

Their discussion covers:

The evolving roles and responsibilities of a Chief Digital Officer and CIO in today's tech landscape.
Dell's approach to adopting AI and GenAI within its operations, including the challenges and opportunities.
Strategies for addressing scalability and improving data quality in AI implementations.
Supporting team members with the necessary learning, training, and skilling for AI and GenAI innovation.

Learn more at Dell.

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On this episode of the Six Five on the Road, hosts Patrick Moorhead and Daniel Newman are joined by Dell's Arthur Lewis, President, Infrastructure Solutions Group for a conversation on Dell's role in accelerating AI innovation for its customers. Amid the buzz of Dell Technologies World, Arthur offers deep insights into the current AI landscape, Dell's recent AI announcements, and the significance of building a robust AI ecosystem.

Their discussion covers:

The significant buzz around AI at Dell Technologies World and the trends Arthur is observing
Dell's strategies and solutions to help customers advance their AI initiatives
An overview of the AI-related announcements made by Dell at the conference
The critical role of the AI ecosystem in Dell's approach and how it benefits customers
The primary message Dell wants customers to remember about its commitment to AI and innovation

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On this episode of the Six Five on the Road, hosts Patrick Moorhead and Daniel Newman are joined by Dell's Michael Dell, Chairman & CEO, for a conversation on how Dell Technologies is leveraging AI to pioneer advancements in technology and society. Our discussion delves deep into the role of AI in driving human progress, marking a significant leap in innovation, collaboration, and responsible technology use.

Their discussion covers:

Insights from Dell Tech World 2024 and the significance of Dell's announcements and the company's drive towards innovation
Integration of AI in Dell's products and services, enhancing their offerings
The expansion and nourishment of Dell's ecosystem through strategic partnerships
Addressing the dual aspects of challenges and opportunities in AI integration within society
Celebrating Dell's 40th anniversary and looking ahead to the future of Dell Technologies

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On this episode of the Six Five On the Road, hosts Patrick Moorhead and Daniel Newman are joined by Dell's Sam Burd, President, Client Solutions Group, for a conversation on the evolving landscape of AI in personal computing. Their discussion dives deep into the exciting developments and future potential of AI PCs, a field where Dell has been pioneering new frontiers.

Their discussion covers:

The history and evolution of AI in PCs, highlighting Dell's early initiatives and contributions to this technology.
Current ways Dell's customers are leveraging AI PCs in their operations and the benefits they are experiencing.
Details on the recent AI PC innovations announced by Dell at DTW, outlining what these advancements mean for users.
An exploration of the market opportunities AI PCs present for Dell and the tech industry as a whole.

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On this episode of the Six Five on the Road, hosts Daniel Newman and Patrick Moorhead are joined by Dell's Cassandra Garber, VP, Sustainability & ESG, for a conversation on Dell’s comprehensive strategy towards sustainability and Environmental, Social, and Governance (ESG) initiatives.

Their discussion covers:

The latest initiatives in sustainability & ESG at Dell
Dell's end-to-end approach to sustainability
Key sustainability goals for this year
Feedback and expectations from customers regarding sustainability
Practical advice for businesses aiming to incorporate sustainability & ESG into their models

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On this episode of the Six Five On the Road, hosts Daniel Newman and Patrick Moorhead are joined by Dell Technologies' Doug Schmitt, President, Dell Technologies Services, Dell Technologies for a conversation on leveraging General AI (GenAI) for competitive advantage through services.

Their discussion covers:

Exploring the omnipresent GenAI and Dell Technologies Services' response to it
The reasons Dell stands out as the go-to provider for Gen AI and other emerging technological needs
How GenAI is reshaping the business landscape towards an outcome-based, services-led strategy and Dell’s role in this evolution
Identifying customer needs beyond GenAI and how Dell is addressing them
Insights into the future of Services and what to expect moving forward

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On this episode of the Six Five On the Road, host Daniel Newman is joined by Dell Technologies' Yvonne McGill, CFO, for a conversation on how Dell is navigating the changing tech landscape, especially with the advent of AI, and what this means for the company's future growth and value creation.

Their discussion covers:

Dell's strategy for innovation and progress in the current tech era.
The bullish outlook on Dell Technologies and its distinguishing factors.
The impact of AI on financial performance from a CFO's perspective.
Insights into Dell's recent investor community attention and stock momentum.
Yvonne McGill's unique approach to her role as CFO nearly a year in.

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On this episode of the Six Five On the Road, hosts Patrick Moorhead and Daniel Newman are joined by Microsoft's Eric Boyd, CVP, Azure AI Platform, and Asha Sharma, CVP, Product, Azure AI Platform for a conversation on the latest innovations and insights from Microsoft Build 2024.

Our discussion covers:

The latest developments in Azure AI technology and how they're driving digital transformation
Strategies for implementing AI solutions within various industries to optimize operations
Insights into future AI trends and how businesses can prepare for what's next
The importance of ethical AI and Microsoft's approach to responsible AI development
Collaboration opportunities within the Azure ecosystem for developers and partners

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On this episode of the Six Five On the Road, hosts Patrick Moorhead and Daniel Newman are joined by Dell's Matt Baker, Senior Vice President, Activating AI Strategy at Dell Tech World 2024 for a conversation on Dell's role and strategy within the AI ecosystem.

Their discussion covers:

Insights on Dell Tech World AI ecosystem news and partnerships
The significance of GenAI in the tech industry
Exploring the landscape beyond LLMs in AI models
Dell's approach to AI enablement through internal deployment
Analysis of where AI workloads are most effectively run

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On this episode of the Six Five On the Road, hosts Daniel Newman and Patrick Moorhead are joined by Dell's Alex Barretto, Senior Vice President for a conversation on how Dell is leveraging AI in their support services.

Our discussion covers:

The role of AI in transforming customer support at Dell
Innovative AI technologies Dell is implementing in support services
The impact of AI on customer satisfaction and operational efficiency
Future directions for AI in support services at Dell
Challenges and opportunities in integrating AI into support systems

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On this episode of the Six Five On the Road, Daniel Newman and Patrick Moorhead are joined by Broadcom's Umesh Mahajan, VP & GM, Application Networking and Security (ANS) Division for a conversation on Broadcom's acquisition of VMware and the innovative developments within the ANS division.

Their discussion covers:

The primary focus and opportunities for the ANS Division following Broadcom's acquisition of VMware.
Challenges digital enterprises face in securing applications and data, and the main pain points customers are expressing.
The unique value proposition ANS security offers to tackle customer challenges and popular use cases.
The intersection of emerging GenAI and LLM technologies with ANS's security solutions.
Special attributes and top use cases of the Avi Load Balancing solution, including its application in Kubernetes environments.

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Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:

OpenAI Announcements On GPT-4 and 4o

https://twitter.com/PatrickMoorhead/status/1790075998513279080
https://twitter.com/PatrickMoorhead/status/1790086210402103729
https://twitter.com/PatrickMoorhead/status/1790081384465203663
https://twitter.com/danielnewmanUV/status/1790369061135663561
https://twitter.com/danielnewmanUV/status/1790070271560298862
https://twitter.com/PatrickMoorhead/status/1790166603989946495
https://openai.com/index/hello-gpt-4o/

Google I/O 2024

https://blog.google/technology/ai/google-io-2024-100-announcements/
https://www.tomsguide.com/news/live/google-io-2024-keynote
https://twitter.com/PatrickMoorhead/status/1790512651572756590
https://twitter.com/PatrickMoorhead/status/1790369592109420605

Cisco Q3 FY24 Earnings

https://twitter.com/PatrickMoorhead/status/1790847816270590226
https://twitter.com/danielnewmanUV/status/1790878658267169199
https://investor.cisco.com/news/news-details/2024/CISCO-REPORTS-THIRD-QUARTER-EARNINGS/default.aspx

Dell AI Server Orders

https://www.cnbc.com/2024/05/15/dell-stock-surges-9percent-on-optimism-company-has-big-ai-server-orders.html
https://twitter.com/danielnewmanUV/status/1790835313733935570

AWS CEO Change

https://twitter.com/danielnewmanUV/status/1790409264407703955
https://twitter.com/PatrickMoorhead/status/1790512651572756590
https://www.aboutamazon.com/news/company-news/leadership-update-aws-adam-selipsky-matt-garman
https://fortune.com/2024/05/14/amazon-aws-ceo-adam-selipsky-departing-matt-garman/

IBM and Palo Alto Partner on AI-Powered Security

Focus IBM efforts on data security (Guardian, Polar) and identity, Security challenges much more tightly aligned to HC & AI
Lead services partner for #1 Security ISV, giving us a chance to grow our business in line with theirs
XDR taking over SIEM, pjatformization of Security, threat mgmt landscape changing rapidly
with PANW IBM has a partner to embed IBM AI, Building LLMs on watsonx to infuse into PANW’s tooling
-Hashi Vault a key piece of the puzzle moving forward with our existing Verify offering
https://newsroom.ibm.com/2024-05-15-Palo-Alto-Networks-and-IBM-to-Jointly-Provide-AI-powered-Security-Offerings-IBM-to-Deliver-Security-Consulting-Services-Across-Palo-Alto-Networks-Security-Platforms

Synopsys Sells Off Software Integrity Division

https://uk.finance.yahoo.com/news/synopsys-sell-unit-much-2-142008331.html
https://www.prnewswire.com/news-releases/synopsys-enters-definitive-agreement-to-sell-its-software-integrity-business-to-clearlake-capital-and-francisco-partners-302136709.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.

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On this episode of the Six Five On the Road, host Krista Macomber is joined by Mike Nichols, VP of Product Management, Security, at Elastic for a conversation on the critical role of AI in transforming Security Operations Centers (SOCs). Mike shares insights on how artificial intelligence is not just the future but a present necessity in defending enterprise systems against advancing threats.

Their discussion covers:

The transition from traditional SIEM to AI-driven security analytics and its impact on SOC workflows.
Advancements in threat detection with the new Attack Discovery feature using generative AI.
Enhancements in team productivity through the AI Assistant, offering tailored guidance for analysts and administrators.
The implementation of the Search AI platform to improve the accuracy and relevance of generative AI responses by integrating public Large Language Models (LLMs) with private contextual data.
A forward-looking perspective on defending enterprises with AI technologies, emphasizing that the future is already here.

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On this episode of the Six Five on the Road, host Shira Rubinoff is joined by Aviatrix's Chris McHenry, Vice President of Product Management, for a conversation on the critical convergence of cloud networking and security, and how Aviatrix is leading the way.

Their discussion covers:

The timing and reasons behind the convergence of cloud networking and security
The benefits that come from integrating cloud networking and security functions
Insights into Aviatrix Distributed Cloud Firewall and its role in this new era
Recommendations for organizations to align their enterprise cloud operations with networking and security imperatives
The exciting potential of Generative AI in enhancing cost optimization, efficiencies, and proactive protection within cloud environments

Learn more at Aviatrix.

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In this episode of Six Five On the Road, host Keith Kirkpatrick welcomes Peter van der Putten, Lead Scientist & Director of Pega’s AI Lab at Pegasystems for a conversation about generative AI in the enterprise.

Their discussion covers:

The current state of generative AI
Common use cases for the technology, pitfalls and hurdles to avoid when deploying generative AI
A preview of the topics he and others will be discussing at PegaWorld iNspire 2024

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On this episode of the Six Five On the Road, Shira Rubioff is joined by HUB International's Jeremy Embalabala and Cohesity's Kit Beall for a conversation on redefining cybersecurity and data management in today's rapidly evolving digital landscape.

Their discussion covers:

The transformative role of HUB International in the global insurance and financial services sector, and an insight into Jeremy's pivotal role.
A deep dive into Cohesity's mission to revolutionize data management and security to derive actionable insights.
Jeremy's perspective on the significant threats in cybersecurity and the strategic measures HUB International has adopted.
Collaboration strategies between IT and Security Operations to confront rising cybersecurity challenges.
The synergy between HUB International’s multicloud strategy and Cohesity’s innovative data protection solutions for enhanced cyber resilience.

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Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:

Welcome Stacy Rasgon, Bernstein Research - AMD, Intel, Qualcomm

https://bernstein-autonomous.bluematrix.com/sellside/Disclosures.action?brand=SCB
https://x.com/PatrickMoorhead/status/1785780919111942486
https://x.com/PatrickMoorhead/status/1785431080146989100
https://x.com/PatrickMoorhead/status/1783635930894782641

Intel, Qualcomm, and Huawei Licenses

https://twitter.com/danielnewmanUV/status/1788206137030123565
https://finance.yahoo.com/news/us-revokes-intel-qualcomm-licenses-215129066.html
https://www.wsj.com/business/telecom/intel-says-u-s-commerce-department-revokes-licenses-for-exports-of-certain-items-to-chinese-customer-ccc24cb4

Arm Q4 FY24 Earnings

https://twitter.com/PatrickMoorhead/status/1788320613268169075
https://twitter.com/danielnewmanUV/status/1788307911560896740
https://investors.arm.com/financials/quarterly-annual-results

GlobalFoundries Q1/24 Earnings

https://x.com/PatrickMoorhead/status/1788666648364196204
https://twitter.com/danielnewmanUV/status/1787852243485737438
https://investors.gf.com/news-releases/news-release-details/globalfoundries-reports-first-quarter-2024-financial-results

Apple iPad Event, M4, and Crush Ad

https://twitter.com/PatrickMoorhead/status/1788232540014485719
https://twitter.com/PatrickMoorhead/status/1787924179305775113
https://twitter.com/PatrickMoorhead/status/1787872625584451675
https://twitter.com/anshelsag/status/1787853937191919786
https://twitter.com/danielnewmanUV/status/1788038241947718113
https://twitter.com/danielnewmanUV/status/1787888079027490939
https://twitter.com/danielnewmanUV/status/1787874439620911493
https://twitter.com/danielnewmanUV/status/1787645269766738082
https://finance.yahoo.com/news/apples-ipad-event-was-an-ai-teaser-for-its-future-184058075.html

Visit to Solidigm HQ - State of Storage for AI

https://twitter.com/PatrickMoorhead/status/1787587203889066087
https://twitter.com/danielnewmanUV/status/1787584537993814352

ServiceNow Knowledge 2024

https://twitter.com/PatrickMoorhead/status/1788377708428251536
https://twitter.com/PatrickMoorhead/status/1788261884707348781
https://twitter.com/PatrickMoorhead/status/1788253247075229755
https://twitter.com/PatrickMoorhead/status/1787947668356165751
https://twitter.com/PatrickMoorhead/status/1787890800812245053
https://twitter.com/PatrickMoorhead/status/1787888259370283299
https://twitter.com/PatrickMoorhead/status/1787879440485318790
https://twitter.com/PatrickMoorhead/status/1787877672951128380
https://twitter.com/danielnewmanUV/status/1787893020928713062
https://twitter.com/danielnewmanUV/status/1787878111465590840

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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On this episode of the Six Five On the Road, host Shira Rubinoff is joined by IBM's Akiba Saeedi and Scott McCarthy, for a conversation on securing AI against emerging threats and integrating cybersecurity into the fabric of AI innovation.

Their discussion covers:

Current market trends and concerns from clients regarding AI
The importance of Governance in AI and the role of cybersecurity
Identifying and mitigating risks associated with AI technologies
The essential consideration of cybersecurity as part of AI development
Insights into the burgeoning field of Quantum technology and its implications

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On this episode of the Six Five in the Booth, Will Townsend of Moor Insights & Strategy is joined by Infoblox's Mukesh Gupta, Chief Product Officer for a conversation on the future of cybersecurity in an ever-evolving threat landscape.

Their discussion covers:

Strategies to track the constantly evolving threat landscape
Emerging attack trends to watch
The significance of DNS in cybersecurity enhancements by Infoblox
Infoblox’s latest innovations for enhanced protection and control
Mukesh Gupta's insights on the biggest challenges for security professionals in 2025

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On this episode of the Six Five in the Booth, Will Townsend of Moor Insights & Strategy is joined by Infoblox's Dr. Renée Burton, Vice President, Threat Intelligence, for a deep dive into the world of DNS-based threat intelligence and how Infoblox is leading the charge in protecting businesses from an array of cyber threats.

Their discussion covers:

The pivotal role of DNS in the cybersecurity landscape and Infoblox’s approach to unmasking threat actors.
The intriguing story behind the names of threats like seahorses, pumas, vipers, dogs, and meerkats, and the significance of DNS in safeguarding against them.
An exploration of Zero Day DNS and its importance in the battle against cyber threats.
Infoblox's strategic shift from threat aggregator to creator and the reasoning behind this transition.
The necessity of introducing new security products in a market flooded with solutions.

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On this episode of the Six Five On the Road, host Shira Rubinoff is joined by Index Engines' Jim McGann, VP of Strategic Alliances, for a conversation on how Index Engines is revolutionizing data security and integrity within the industry.

Their discussion covers:

An overview of Index Engines and its role within the security sector.
The success and strategy behind CyberSense for data protection.
Goals and expectations for the upcoming RSA conference.

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On this episode of the Six Five on the Road, Krista Macomber and Will Townsend are joined by Microsoft's Vasu Jakkal, Corporate Vice President, Microsoft Security for a conversation on Microsoft’s unwavering commitment to security.

Their discussion covers:

Microsoft’s expanded Secure Future Initiative and its approach to security
Insights from the deployment of Microsoft Copilot for Security and its impact from a customer perspective
The role of GenAI in the realm of cybersecurity, examining both threats and defenses
The concept of "security as a team sport" and Microsoft's strategy in fostering robust security ecosystems

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On this episode of the Six Five on the Road, Krista Macomber and Will Townsend are joined by Microsoft's Herain Oberoi, General Manager, Microsoft Security for a conversation on securing and governing AI.

Their discussion covers:

The importance of securing AI, in light of Microsoft Security's recent announcements.
Unique threats and risks associated with generative AI and Microsoft’s strategies.
Strategies to address the concern of sensitive data leakage with AI adoption.
Insights and recommendations for organizations planning to adopt Copilot for M365.

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Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:

AMD Q1/24 Earnings

https://twitter.com/PatrickMoorhead/status/1785431080146989100
https://twitter.com/PatrickMoorhead/status/1785410851790364722
https://twitter.com/danielnewmanUV/status/1785404308927725708
https://twitter.com/danielnewmanUV/status/1785412651889127782
https://www.amd.com/en/newsroom/press-releases/2024-4-30-amd-reports-first-quarter-2024-financial-results.html#:~:text=SANTA%20CLARA%2C%20Calif.%2C%20April,earnings%20per%20share%20of%20%240.07

Amazon Q1/24 Earnings & Q Goes GA

https://twitter.com/PatrickMoorhead/status/1785666389996380578
https://moorinsightsstrategy.com/research-notes/amazon-q-delivers-an-evolved-take-on-ai-for-enterprises/
https://twitter.com/danielnewmanUV/status/1785400018263801979
https://twitter.com/danielnewmanUV/status/1785689571033825755
https://twitter.com/danielnewmanUV/status/1785411458383176166
https://twitter.com/danielnewmanUV/status/1785035897861255288
https://ir.aboutamazon.com/news-release/news-release-details/2024/Amazon.com-Announces-First-Quarter-Results-68b9258cd/

Qualcomm Q2/FY24 Earnings

https://twitter.com/PatrickMoorhead/status/1785787290784035156
https://twitter.com/PatrickMoorhead/status/1785780919111942486
https://twitter.com/PatrickMoorhead/status/1785762212876873826
https://twitter.com/danielnewmanUV/status/1785785183058141199
https://finance.yahoo.com/news/qualcomm-inc-qcom-q2-fiscal-214245257.html

Apple Q2/FY24 Earnings

https://www.apple.com/newsroom/2024/05/apple-reports-second-quarter-results/
https://twitter.com/PatrickMoorhead/status/1786133526833672202
https://x.com/quartr_app/status/1786134894646554820?s=46&t=YiEHo6jc4-PozRf_efr9PA
https://twitter.com/danielnewmanUV/status/1786145686594965978
https://twitter.com/danielnewmanUV/status/1786133257353871491

Lattice Q1/24 Earnings

https://twitter.com/PatrickMoorhead/status/1785367306584948887
https://twitter.com/danielnewmanUV/status/1785073534449979744
https://ir.latticesemi.com/static-files/02d79053-4b33-46ac-b47c-b16b9d5121f2

Commvault Q4/FY24 Earnings

https://twitter.com/danielnewmanUV/status/1785361743255921034
https://ir.commvault.com/news-releases/news-release-details/commvault-announces-fiscal-2024-fourth-quarter-financial-results

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.

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:

Google Q1/24 Earnings

https://twitter.com/danielnewmanUV/status/1783592718712668547

https://x.com/PatrickMoorhead/status/1783651113767706925

https://abc.xyz/assets/91/b3/3f9213d14ce3ae27e1038e01a0e0/2024q1-alphabet-earnings-release-pdf.pdf

https://finance.yahoo.com/news/alphabet-earnings-preview-all-eyes-on-ai-investments-ad-market-growth-as-meta-disappoints-142011581.html

Microsoft Q3/24 Earnings

https://x.com/PatrickMoorhead/status/1783642788409888806

https://twitter.com/danielnewmanUV/status/1783589533725958356

https://www.microsoft.com/en-us/investor/earnings/fy-2024-q3/press-release-webcast

https://www.microsoft.com/en-us/Investor/earnings/FY-2024-Q3/performance

ServiceNow Q1/24 Earnings

https://twitter.com/danielnewmanUV/status/1783231711490302031

https://www.servicenow.com/company/media/press-room/first-quarter-2024-financial-results.html

SAP Q1/24 Earnings

https://twitter.com/danielnewmanUV/status/1782746698625737023

https://twitter.com/PatrickMoorhead/status/1783309345779814513

https://news.sap.com/2024/04/sap-announces-q1-2024-results/

Meta Q1/24 Earnings

https://twitter.com/danielnewmanUV/status/1783239579463553395

https://investor.fb.com/investor-news/press-release-details/2024/Meta-Reports-First-Quarter-2024-Results/default.aspx

IBM Q1/24 Earnings

https://x.com/PatrickMoorhead/status/1783319862950998392

Intel Q1/24 Earnings

https://x.com/PatrickMoorhead/status/1783635930894782641

https://twitter.com/danielnewmanUV/status/1783596972236050773

https://twitter.com/danielnewmanUV/status/1783600304577012055

https://www.intc.com/news-events/press-releases/detail/1692/intel-reports-first-quarter-2024-financial-results

https://finance.yahoo.com/news/intel-earnings-135825817.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.

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Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

Apple Vision Pro Developers Losing Interest?

https://twitter.com/PatrickMoorhead/status/1780746447102599462
https://twitter.com/PatrickMoorhead/status/1779852272937132347
https://twitter.com/danielnewmanUV/status/1779672831049011663

U.S. Awards Samsung & Micron over $6B in CHIPS Act

https://twitter.com/PatrickMoorhead/status/1779849058540027907
https://twitter.com/danielnewmanUV/status/1780766818157617281
https://twitter.com/danielnewmanUV/status/1779873626084274559

Does AMD Really Have a Datacenter AI GPU Problem?

https://twitter.com/PatrickMoorhead/status/1779851395811668037
https://twitter.com/danielnewmanUV/status/1779696805820698953

Adobe’s Use of Midjourney

https://twitter.com/danielnewmanUV/status/1780264288348766403
https://www.bloomberg.com/news/articles/2024-04-12/adobe-s-ai-firefly-used-ai-generated-images-from-rivals-for-training

Samsung Knocks Apple Off Of Number 1 Market Share

https://twitter.com/danielnewmanUV/status/1779915488723611791
https://www.washingtontimes.com/news/2024/apr/15/samsung-knocks-apple-out-as-worlds-biggest-phone-s/
https://malaysia.news.yahoo.com/samsung-takes-top-phone-maker-092637769.html

Arm Says CPUs Can Save 15 Percent of Total Datacenter Power

https://twitter.com/PatrickMoorhead/status/1780674836123074946
https://twitter.com/danielnewmanUV/status/1780687456716861730

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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On this episode of the Six Five On the Road, hosts Daniel Newman and Patrick Moorhead are joined by Google Cloud's Oliver Parker, Vice President, Global Generative AI GTM, for a conversation on why Google Cloud is the preferred choice for customers looking into generative AI solutions.

Their discussion covers:

The reasons behind Oliver Parker's decision to rejoin Google Cloud
Insights from recent global meetings with customers about their inquiries and needs regarding generative AI
The key factors driving customers towards choosing Google Cloud for generative AI projects
Additional insights into Google Cloud's offerings and future directions

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On this episode of the Six Five On the Road, hosts Daniel Newman and Patrick Moorhead are joined by Google Cloud's Mark Lohmeyer, Vice President & GM Compute and ML Infrastructure, for a conversation on Google Cloud's latest innovations and strategic direction, particularly focusing on workload-optimized infrastructure.

The discussion covers:

The holistic approach of Google Cloud toward system-level design optimization across essential technology stacks.
The extensive range of TPUs and GPUs available through Google Cloud and partners, enhancing infrastructure flexibility.
An in-depth look at Google Cloud's AI Hypercomputer architecture designed to supercharge AI operations.
The introduction of Axion, a new custom-designed Arm-based CPU by Google.
Exciting expansions in Google Cloud's storage capabilities, including the launch of Hyperdisk ML for AI applications.

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On this episode of The Six Five On the Road, hosts Daniel Newman and Patrick Moorhead welcome Dipto Chakravarty, Chief Product Officer at Cloudera for a conversation on Cloudera’s growth and product-led innovations and their position as AI continues to disrupt compute infrastructure at Cloudera Elevate 25.

Their discussion covers:

An overview of Cloudera’s growth strategy and specific product-led innovations Cloudera has planned
Cloudera’s “nexus of trusted data” and how this makes their cloud platform unique
How Cloudera positions themselves as AI usage trends continue and how Cloudera’s trusted data will make a difference for customers

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On this episode of the Six Five - On the Road, hosts Patrick Moorhead and Daniel Newman are joined by Intel's Justin Hotard, Executive Vice President and General Manager, Data Center and AI Group, and Sachin Katti, Senior Vice President and General Manager, Network and Edge Group. This episode offers an insightful discussion on Intel's strategic direction regarding Enterprise AI, which was covered this week during Intel Vision 2024.

Their discussion covers:

The Enterprise AI Opportunity
Intel’s Vision for Enterprise AI and the necessary steps to realize it
Intel's scalable approach to AI and its impact
Intel's strategy on addressing software challenges in AI
Key product announcements made by Intel this week

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

Intel Vision 2024 Event

https://twitter.com/anshelsag/status/1777723909972041979
https://twitter.com/danielnewmanUV/status/1777779401113169929
https://twitter.com/danielnewmanUV/status/1777741909865488417
https://twitter.com/danielnewmanUV/status/1777732805386199384
https://x.com/PatrickMoorhead/status/1777824158921240693
https://x.com/PatrickMoorhead/status/1777823715168079996

Google Cloud Next 2024 Event

https://twitter.com/PatrickMoorhead/status/1777730172441288797
https://twitter.com/PatrickMoorhead/status/1778106837373690119
https://twitter.com/danielnewmanUV/status/1777749000151773570
https://twitter.com/PatrickMoorhead/status/1777841767632744835
https://twitter.com/PatrickMoorhead/status/1777732669478236465
https://twitter.com/danielnewmanUV/status/1777746536069464246
https://twitter.com/PatrickMoorhead/status/1777837143286800747
https://twitter.com/PatrickMoorhead/status/1777734922616336580
https://twitter.com/PatrickMoorhead/status/1777733496364265602
https://twitter.com/danielnewmanUV/status/1778106196567925001
https://twitter.com/danielnewmanUV/status/1777751328212779338
https://twitter.com/danielnewmanUV/status/1777846396487700484
https://twitter.com/danielnewmanUV/status/1777738921734176838
https://twitter.com/danielnewmanUV/status/1777736027274416234

Apple M4 Chips & New Macs

https://x.com/PatrickMoorhead/status/1778517407071412553
https://www.yahoo.com/news/apple-may-start-releasing-ai-centric-m4-powered-macs-later-this-year-175312540.html#:~:text=Versions%20of%20the%2013%2Dinch,notes%20that%20plans%20may%20change
https://www.bloomberg.com/news/articles/2024-04-11/apple-aapl-readies-m4-chip-mac-line-including-new-macbook-air-and-mac-pro

TSMC Gets $6.6 billion CHIPS Act Funding

https://twitter.com/PatrickMoorhead/status/1777394409295782078
https://twitter.com/danielnewmanUV/status/1778186030300209478
https://twitter.com/danielnewmanUV/status/1778125637875826748
https://www.wsj.com/tech/taiwanese-chip-making-giant-tsmc-gets-6-6-billion-for-arizona-project-f75e9de4
https://www.marketplace.org/2024/04/09/tsmc-deal-chips-acts-semiconductors/

Marvell Accelerated Infrastructure for the AI Era Event

https://twitter.com/PatrickMoorhead/status/1778424084130369545
https://twitter.com/danielnewmanUV/status/1778424121409380846
https://twitter.com/PatrickMoorhead/status/1778430334268297449
https://twitter.com/PatrickMoorhead/status/1778430966006006256

U.S. Inflation Data

https://twitter.com/danielnewmanUV/status/1778054672689013131
https://twitter.com/danielnewmanUV/status/1778104488706056336
https://twitter.com/PatrickMoorhead/status/1778195676251435442

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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On this episode of the Six Five In the Booth, host Keith Kirkpatrick is joined by Adobe's Ken Reisman, Vice President of Digital Media for Enterprise, for an illuminating conversation on how Adobe is catering to the evolving content needs of modern enterprises. Recorded at Adobe Summit, Adobe's premier Digital Experience conference, this discussion delves deep into the realms of innovation, GenAI's business impact, and what the future holds for Adobe Firefly.

Their discussion covers:

The significance of Adobe Summit as a hub for digital experience innovation and what enterprises are seeking to truly leverage the potential of GenAI.
Ken Reisman’s insights on the latest innovations and product announcements from Adobe, highlighting the developments he's most enthusiastic about.
The future trajectory for Adobe Firefly amidst Adobe's expansive innovation landscape and other key takeaways from the event.

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On this episode of the Six Five - On the Road, hosts Patrick Moorhead and Daniel Newman are joined by Dell Technologies' Kyle Dufresne and Ihab Tarazi, who dive into the State of AI Adoption with Dell Technologies. This discussion unravels Dell's positioning and strategy in the evolving AI landscape, exploring their unique value proposition, as well as, upcoming insights from Dell Technologies World.

Our discussion covers:

Dell's opportunities in GenAI following NVIDIA GTC
The advantages of partnering with Dell for enterprise AI solutions
Anticipated highlights and what to expect at Dell Tech World

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On this episode of Six Five - On the Road, host Patrick Moorhead and Daniel Newman are joined by Dell Technologies' Varun Chhabra, SVP Product Marketing, for a conversation on the collaboration between Dell and NVIDIA known as the Dell AI Factory. This innovative initiative was one of the highlights at the recent NVIDIA GTC event, showcasing how both companies are at the forefront of driving enterprise adoption of AI technologies.

Their discussion covers:

The unveiling of the Dell AI Factory in partnership with NVIDIA at GTC, and its significance for the AI industry.
Insights into Rapid Adoption Group's (RAG) findings on enterprise adoption of AI technologies.
How Dell's collaboration with NVIDIA, including the integration of NVIDIA's Blackwell series, is shaping the future of AI solutions for customers.
A sneak peek into what Dell Technologies has planned next in the field of AI and emerging technologies.

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On this episode of The Six Five - On the Road, hosts Daniel Newman and Patrick Moorhead welcome Abhas Ricky, Chief Strategy Officer at Cloudera for a conversation on Cloudera’s enterprise AI ecosystem at Cloudera Elevate 25.

Their discussion covers:

How Cloudera is helping customers use AI in production
Cloudera’s strategy to use hybrid to drive growth
The latest update to Cloudera’s enterprise AI ecosystem

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On this episode of The Six Five, host Patrick Moorhead is joined by Cornerstone Research's Kirti Gupta VP & Chief Economist, Global Tech. Kirti brings a wealth of experience from her 20 years at Qualcomm and shares her insights into the LeadershIP 2024 conference, the critical role of technology and innovation policies, and the challenges facing the US in maintaining its competitive edge in the global tech landscape.

The discussion covers:

An overview of the LeadershIP 2024 conference, its evolution, and the significance of its new partnership with CSIS.
The dichotomy between open ecosystems and closed models in today's economy and the impact on innovation.
The strategic considerations of national security and the dangers of technological monopolies from a country perspective.
Examining which innovation model will triumph in the face of global competition, and the role of financial resources.
The effects of diminishing intellectual property rights in the US, and the necessity of protecting these rights to ensure competitiveness.
The potential lag of the US behind other jurisdictions in implementing regulations similar to the EU's Digital Markets Act, and the implications.

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

Intel Breaks Out Product and Foundry Reporting

https://download.intel.com/newsroom/2024/corporate/resegmentation-infographic.pdf
https://d1io3yog0oux5.cloudfront.net/_9bece0e2e2052ad835960ec926e1b746/intel/db/856/8992/presentation/Intel+New+Segment+Reporting+Webinar+-+for+posting+to+INTC.com.pdf
https://twitter.com/PatrickMoorhead/status/1775551444260716608
https://twitter.com/PatrickMoorhead/status/1775266979492085779
https://twitter.com/danielnewmanUV/status/1775263404133060620
https://twitter.com/danielnewmanUV/status/1775272665009590541

Oracle-Palantir Partnership

https://www.oracle.com/ee/news/announcement/oracle-and-palantir-join-forces-to-deliver-mission-critical-ai-solutions-to-governments-and-businesses-2024-04-04/
https://twitter.com/Oracle/status/1775888741350924485
https://www.techmarketview.com/ukhotviews/archive/2024/04/05/palantir-and-oracle-partner-to-provide-government-and-more-ai-services#:~:text=Oracle%20and%20US%2Dheadquartered%20data,across%20government%20and%20commercial%20sectors.
https://www.investors.com/news/technology/palantir-stock-rises-oracle-deal-for-ai-cloud-computing-services/

Groq Developer and App Milestones

https://twitter.com/danielnewmanUV/status/1775176439802761518
https://twitter.com/PatrickMoorhead/status/1775315306715422731
https://wow.groq.com/news_press/demand-for-real-time-ai-inference-from-groq-accelerates-week-over-week/

Apple Getting Into Home Robots After Bailing on Cars?

https://twitter.com/danielnewmanUV/status/1775645024379715978
https://www.bloomberg.com/news/articles/2024-04-03/apple-explores-home-robots-after-abandoning-car-efforts
https://www.cnet.com/tech/mobile/apple-reportedly-developing-robots-thatll-roam-your-home/

Rubrik Files S-1 To Go Public

https://twitter.com/danielnewmanUV/status/1775178111945978165
https://twitter.com/danielnewmanUV/status/1776070827206709363
https://www.rubrik.com/company/newsroom/press-releases/24/rubrik-files-registration-statement-for-proposed-initial-public-offering
https://www.meritechcapital.com/blog/rubrik-ipo-or-s-1-breakdown

Are EVs or Tesla Stalling? Or is China Winning?

https://www.theglobeandmail.com/business/international-business/article-tesla-scraps-low-cost-car-plans-amid-fierce-chinese-ev-competition/
https://www.businessinsider.com/china-electric-cars-ev-elon-musk-tesla-byd-price-war-2024-4

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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On this episode of The Six Five - On the Road, hosts Patrick Moorhead and Daniel Newman are joined by Adobe's Eric Hall, CMO Digital Experience Business for a conversation on the revolutionary shifts in customer experience driven by artificial intelligence. Eric shares valuable insights from the Adobe Summit, discussing the challenges marketers face in this new era of GenAI and how Adobe is uniquely positioned to assist enterprises in achieving personalization at scale.

Our discussion covers:

Key themes and challenges for marketers highlighted at the Adobe Summit, focusing on the era of GenAI.
Adobe's strategic approach to empowering Enterprise CMOs and CIOs with tools for achieving personalization at scale.
Exciting new products and offerings announced at the summit that are set to transform customer experience management.
The significance of Adobe's role as customer zero in its marketing strategy.
The crucial role of partnerships in enhancing Adobe's Customer Experience Management solutions.

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On this episode of "In the Booth" from Enterprise Connect 2024, The Futurum Group’s Craig Durr talks with Ryan Nichols, Chief Product Officer for Service Cloud at Salesforce, and Randy Hand, Head of Solution Architecture at AWS, about the transformative role of AI in customer service and the strategic partnership between Salesforce and AWS that enhances contact center solutions.

Their discussion covers:

The impact of Generative AI on customer service strategies and its potential to revolutionize contact center efficiency and customer satisfaction.
The collaboration between Salesforce and AWS, highlighting how their integrated solutions leverage AI and cloud technologies to innovate contact center operations.
Salesforce's Service Cloud Voice and how it utilizes AI and CRM data to provide a unified and personalized customer service experience across various channels.
Future innovations from Salesforce in the contact center space, focusing on AI and data-driven solutions to enhance customer interactions and operational effectiveness.

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On this episode of The Six Five On the Road, hosts Daniel Newman and Patrick Moorhead are at Cloudera Elevate 25 where they welcome Charles Sansbury, Chief Executive Officer at Cloudera for a conversation on Cloudera’s growth strategy, which includes hybrid cloud and AI.

Their discussion covers:

Cloudera’s strategy and key investments for growth
How Cloudera is using AI to help their customers
Cloudera’s plan for hybrid cloud and how are the customers reacting

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

Adobe Summit 2024

https://twitter.com/PatrickMoorhead/status/1773136770114204149
https://twitter.com/PatrickMoorhead/status/1773035536145408389
https://twitter.com/PatrickMoorhead/status/1772732619144274081
https://twitter.com/PatrickMoorhead/status/1772738166669115665
https://twitter.com/PatrickMoorhead/status/1772664499025084738
https://twitter.com/PatrickMoorhead/status/1772662848289907113
https://twitter.com/PatrickMoorhead/status/1772661695837512119
https://twitter.com/danielnewmanUV/status/1772739538193920197
https://twitter.com/danielnewmanUV/status/1772743799921365092
https://twitter.com/danielnewmanUV/status/1772745512804041004
https://twitter.com/danielnewmanUV/status/1772734299596267935
https://twitter.com/danielnewmanUV/status/1772732623183364515
https://twitter.com/danielnewmanUV/status/1772664601009857024

China’s Crackdown on AMD & Intel Chips

https://twitter.com/PatrickMoorhead/status/1772312978454388793
https://twitter.com/PatrickMoorhead/status/1772319189073567892
https://twitter.com/PatrickMoorhead/status/1772368710948290730
https://www.cnbc.com/2024/03/25/chinas-new-guidelines-will-block-intel-and-amd-chips-in-government-computers-ft.html
https://x.com/danielnewmanUV/status/1771946202159878562?s=20

Intel Gaudi Performance - Beats NVIDIA?

https://twitter.com/danielnewmanUV/status/1773195621802926279
https://www.intel.com/content/www/us/en/newsroom/news/new-gaudi-2-xeon-performance-ai-inference.html

Apple Investigated Again by EU & Consumer Class Action Suits Start

https://twitter.com/PatrickMoorhead/status/1772689693496262967
https://twitter.com/PatrickMoorhead/status/1772403071563227355
https://twitter.com/PatrickMoorhead/status/1771284469988684093
https://twitter.com/PatrickMoorhead/status/1771580903644443110
https://twitter.com/PatrickMoorhead/status/1771555157391585760
https://twitter.com/danielnewmanUV/status/1772768660765233333
https://www.cbsnews.com/news/eu-apple-google-meta-investigation-new-digital-markets-act-antitrust-law/
https://www.reuters.com/technology/consumers-sue-apple-taking-page-us-justice-department-lawsuit-2024-03-25/

Databricks New DBRX Model- Enterprise Worthy?

https://twitter.com/PatrickMoorhead/status/1773073895504884163
https://www.databricks.com/blog/introducing-dbrx-new-state-art-open-llm

Is NVIDIA a Monopoly?

https://twitter.com/danielnewmanUV/status/1772706567210885277
https://twitter.com/PatrickMoorhead/status/1772406764136268277
https://twitter.com/PatrickMoorhead/status/1771600944280596659

Lattice Leveraging the AI PC Wave?

https://www.latticesemi.com/en/Blog/2024/03/12/18/12/Bolstering-AI-PC-Innovation-with-FPGA-Edge-Accelerators

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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On this episode of The Six Five - In the Booth from Enterprise Connect, The Futurum Group’s Craig Durr talks with Albert Kooiman, Senior Director at Microsoft, about the latest advancements in Microsoft Teams Rooms, highlighting the integration of AI to enhance meeting experiences and improve collaboration.

Their discussion covers:

The role of AI in transforming meeting room experiences, enabling features like speaker identification and content processing.
The lifecycle of meetings, from preparation to post-meeting analysis, all enhanced by AI-driven suggestions and insights.
Governance and privacy considerations in AI deployment, especially concerning voice recognition and data access.
The evolution of BYOD (Bring Your Own Device) meeting rooms, leveraging Teams client to differentiate user experiences and provide valuable data for IT and business decision-making.

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On this episode of The Six Five - On the Road, host Patrick Moorhead is joined by Dr. Dario Gil SVP and Director for IBM Research and Ion Stoica, Executive Chairman, Anyscale and Databricks and Professor at UC Berkeley. They engage in a captivating conversation about the significance of an open future for Artificial Intelligence and introduce us to the AI Alliance's goals and initiatives.

Our discussion covers:

The mission and objectives of the AI Alliance within the AI industry
Historical context and motivations behind the formation of the AI Alliance and its unique positioning
The diverse makeup of the AI Alliance, including pivotal roles of IBM and Anyscale, in promoting AI accessibility
Strategies for fostering open and responsible AI development through the Alliance
Overview of current projects and future endeavors of the AI Alliance

Learn more at IBM Research and Anyscale.

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On this episode of The Six Five - In the Booth, host Paul Nashawaty is joined by Fermyon Technologies' CEO Matt Butcher, for a conversation on how WebAssembly and SpinKube are shaping the future of cloud computing from KubeCon Paris 2024.

The discussion covers:

The journey of WebAssembly crossing into real-world production use cases
The exceptional performance WebAssembly offers and its impact
Introduction of SpinKube and its successful implementation at ZEISS Group
Examining the multi-dimensional performance enhancements including cold starts, throughput, and density
The advent of "true serverless" computing and its significance for developers across skill levels

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On this episode of The Six Five - On the Road, hosts Patrick Moorhead and Daniel Newman are joined by Pure Storage's Chairman and CEO Charles Giancarlo for a conversation on Pure Storage's advancements and strategic position regarding Artificial Intelligence (AI).

The discussion covers:

The evolution of Pure Storage's stance on AI during Charles Giancarlo’s 7-year tenure
Current state of Pure Storage's AI deployments
The critical role of flash technology in driving AI innovation
Insights into Pure Storage's partnership with NVIDIA
Pure Storage's use of AI for enhancing storage operations for system users
A deep dive into Evergreen//One

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On this episode of the Six Five - In the Booth, host Paul Nashawaty is joined by ZEDEDA's Erik Nordmark, Co-founder and CTO for a conversation on navigating the complexities of open source in the evolving landscape of edge computing at KubeCon Paris 2024.

Our discussion covers:

The concerns surrounding open source and the Linux Foundation’s role in addressing them
The impact of containers on legacy software and the role of Kubernetes in modern applications
Insights into the customer journey toward adopting Kubernetes, containers, and edge computing
Challenges specific to distributed edge computing, including issues related to physical security and connectivity
The role of AI-enabled applications in processing data at the edge

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Inside the Santiago Bernabeau Stadium, the home of Real Madrid, everything has become connected thanks to a Wi-Fi 6 network using Cisco technology. The network serves as the stadium's digital backbone, enabling transformation through AI to drive new fan experiences and operational efficiencies. In this episode of Connected, host Diana Blass explores how other businesses can do the same. Learn more in interviews with Real Madrid CIO Enrique Uriel, Cisco's Bob Everson, Cisco’s Matt Macpherson and AT&T's Mike Troiano.

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On this episode of The Six Five — In the Booth, host Steven Dickens is joined by Intel's Markus Flierl, Corporate Vice President, Intel Developer Cloud, for a conversation about how Intel is bridging the gap between hardware prowess and cutting-edge software development with its Developer Cloud, especially in the realms of AI, security, and performance at the KubeCon Paris 2024 event.

The discussion covers:

The role and vision behind Intel Developer Cloud and how it serves the developer community.
Intel's expanding footprint in the software ecosystem, particularly at events like KubeCon.
Enhancements in AI capabilities, performance, and security within Intel's software portfolio.
The significance of Intel’s hardware and software synergy for Kubernetes developers.
Intel's approach to ensuring data security in the age of prevalent AI technologies.

Learn more at Intel.

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

NVIDIA GTC 2024

https://twitter.com/PatrickMoorhead/status/1769838908823773309
https://twitter.com/PatrickMoorhead/status/1769830465517605058
https://twitter.com/PatrickMoorhead/status/1769828267572224010
https://twitter.com/PatrickMoorhead/status/1769827927024447975
https://twitter.com/danielnewmanUV/status/1770193573138587662
https://twitter.com/danielnewmanUV/status/1769922189963501653
https://twitter.com/danielnewmanUV/status/1769831329435091137
https://twitter.com/danielnewmanUV/status/1769827402744516695
https://twitter.com/danielnewmanUV/status/1769824783619743964
https://twitter.com/danielnewmanUV/status/1769803530921992584
https://twitter.com/danielnewmanUV/status/1770912556795773429

Broadcom “Enabling AI Infrastructure” Investor Meeting 2024

https://twitter.com/PatrickMoorhead/status/1770487470724960511
https://twitter.com/PatrickMoorhead/status/1770521331278528633
https://twitter.com/PatrickMoorhead/status/1770906752025862432
https://twitter.com/PatrickMoorhead/status/1770641173113180413
https://twitter.com/PatrickMoorhead/status/1770634404085330213
https://x.com/danielnewmanUV/status/1770569378016411881?s=20

Intel $20B Chips Act Funding

https://twitter.com/PatrickMoorhead/status/1770471457854034039
https://twitter.com/danielnewmanUV/status/1770471115749806239

Apple Sued by DoJ for Illegal Monopoly

https://www.nytimes.com/2024/03/21/technology/apple-doj-lawsuit-antitrust.html
https://apnews.com/article/apple-antitrust-monopoly-app-store-justice-department-822d7e8f5cf53a2636795fcc33ee1fc3
https://twitter.com/PatrickMoorhead/status/1770617555725480333
https://twitter.com/danielnewmanUV/status/1770851931449119120

Micron Tech Q2 FY24 Earnings

https://twitter.com/danielnewmanUV/status/1770554006244659331
https://investors.micron.com/news-releases/news-release-details/micron-technology-inc-reports-results-second-quarter-fiscal-2024
https://twitter.com/patrickmoorhead/status/1742377962450653612?s=12&t=YiEHo6jc4-PozRf_efr9PA

Synopsys Investor Day 2024

https://twitter.com/danielnewmanUV/status/1770550106066178523
https://twitter.com/danielnewmanUV/status/1770547546148233285
https://twitter.com/danielnewmanUV/status/1770546383344582801
https://x.com/PatrickMoorhead/status/1770559958997995704?s=20

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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On this episode of The Six Five - On the Road, host Patrick Moorhead and Daniel Newman are joined by Microsoft’s Eric Boyd CVP, Azure AI Platform, and Brendan Burns CVP, Azure Kubernetes Service, for a conversation on how Microsoft is embracing open source for AI development and what it means for developers.

Our discussion covers:

The significance of open source for developers creating AI applications
Microsoft’s overarching vision and approach toward open source
Practical examples of Microsoft’s initiatives with open source and AI
Details on Microsoft's leadership with OpenAI and partnership with Mistral
Utilizing Kubernetes services for AI app development and recommendations for getting started with these technologies

Learn more at Microsoft.

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On this episode of The Six Five on AI, hosts Patrick Moorhead and Daniel Newman are joined by Samsung Semiconductor US's President Jinman Han, head of Samsung’s US Memory Business Jim Elliott, and head of Samsung’s US Foundry Business Marco Chisari, for a conversation on Samsung's approach to artificial intelligence.

Our discussion covers:

Samsung's overarching AI vision and how it's shaping the future of technology.
The strategic approaches Samsung is employing to navigate the AI landscape.
The target markets Samsung is focusing on within the AI sector.
Challenges Samsung's customers encounter in AI implementation and how Samsung addresses these issues.
An overview of Samsung's specific AI products or offerings and what makes them stand out in the market.

Learn more at Samsung Semiconductor.

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On this episode of The Six Five - In the Booth, we are joined by Rocket Software's Phil Buckellew, President of Infrastructure Modernization, for a conversation on harnessing hybrid cloud strategies, enhancing security, and ensuring compliance within mainframe environments.

Our discussion covers:

Rocket Software's approach to aiding customers in adopting a hybrid cloud strategy inclusive of mainframes.
Strategies for customers to leverage their mainframe and enterprise data effectively with cloud technologies.
Enhancements in security measures by Rocket for securing mainframes and other systems in hybrid cloud IT landscapes.
Preparatory measures for compliance with emerging regulations such as DORA.
Rocket Software's solutions to overcoming the hurdles of skills gap, agility, and automation in managing mainframe systems.

Learn more at Rocket Software.

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On this episode of The Six Five, hosts Patrick Moorhead and Daniel Newman are joined by AWS's Holly Mesrobian, VP Serverless Compute for a conversation on the integration and future of AWS Serverless Compute, including Lambda, ECS, Fargate, and Event-Driven Architectures.

Our discussion covers:

Navigating Kubernetes complexities with AWS Serverless
Celebrating 10 years of AWS Lambda and its impact on customers
How AWS Serverless changes application architecture towards event-driven models
Integration of applications within the AWS portfolio akin to iPaaS
Meeting the demands of Generative AI workloads with serverless solutions

Learn more at AWS.

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Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

Oracle Q3 FY2024 Earnings

https://x.com/danielnewmanUV/status/1767317282412232918?s=20
https://investor.oracle.com/financials/default.aspx

Arm & Cadence Automotive Announcements

https://newsroom.arm.com/news/new-automotive-technologies-2024
https://newsroom.arm.com/automotive-enhanced-ip-portfolio
https://www.cadence.com/en_US/home/company/newsroom/press-releases/pr/2024/cadence-collaborates-with-arm-to-jumpstart-the-automotive.html

Adobe Q1 FY2024 Earnings

https://news.adobe.com/news/news-details/2024/Adobe-Reports-Record-Revenue-in-Q1-Fiscal-2024/default.aspx
https://twitter.com/danielnewmanUV/status/1768381150844612716

AI Innovation at SxSW 2024: Better Open or Closed?

https://x.com/PatrickMoorhead/status/1767310236350644386?s=20

MongoDB Q4 FY2024 Earnings

https://investors.mongodb.com/news-releases/news-release-details/mongodb-inc-announces-fourth-quarter-and-full-year-fiscal-2024

Plus Secures Major L4 Trucking Win

https://plus.ai/news-and-insights/plus-and-scania-man-and-navistar-partner-to-accelerate-global-commercial-deployment-of-level-4-autonomous-trucks
https://www.youtube.com/watch?v=uPlrVQ2IlvA&t=24s
https://traton.com/en.html

Six Five Summit 2024

https://x.com/TheSixFiveMedia/status/1767221565706453088?s=20

https://thesixfivesummit.com/

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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On this episode of The Six Five – In the Booth, host Steven Dickens is joined by SHARE President, Scott Fagen, during the SHARE conference in Orlando to continue their conversation on SHARE’s membership program and the importance of SHARE’s online portal and learning management system.

Their discussion covers:

An update on SHARE’s individual membership
A brief overview of the benefits of the new student membership, which includes networking opportunities and access to the SHARE’d Knowledge platform for sharing knowledge and best practices
How SHARE is celebrating Mainframe’s 60th anniversary
An update on SHARE’s online portal and the learning management system

Learn more at share.org.

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On this episode of The Six Five - On the Road, hosts Krista Macomber and Will Townsend are joined by Microsoft's Sherrod DeGrippo, Director of Threat Intelligence Strategy at Microsoft Secure for a conversation on the evolving landscape of AI and cybersecurity and how Microsoft Copilot for Security can be used to enhance threat intelligence strategies.

Their discussion covers:

How attackers utilize new AI capabilities and Microsoft's strategies to assist organizations in combating these increasingly sophisticated threats.
The potential for AI to revolutionize cybersecurity with a focus on proactive threat detection.
The impact of Microsoft Copilot for Security on the daily routines of threat analysts.
The effects of generative AI on attack methods, the current state of AI integration within security tools, and the anticipated adoption rate within the industry.
Addressing the cyber-security skills gap with the help of generative AI.

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On this episode of The Six Five - On the Road, hosts Krista Macomber and Will Townsend are joined by Microsoft's Brandon Dixon, Partner Group Product Manager, Copilot for Security at Microsoft Secure for a conversation on Microsoft Copilot for Security and how it's revolutionizing the field of cybersecurity with the power of AI.

Their discussion covers:

The advantages and key features of Microsoft Copilot for Security in a market flooded with AI-empowered security solutions.
Microsoft's strategic decision to offer Copilot for Security both as a standalone experience and embedded across its product portfolio.
Looking ahead, what is most exciting about the future of AI in the security industry.

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On this episode of The Six Five - On the Road, hosts Krista Macomber and Will Townsend are joined by Microsoft's Vasu Jakkal, Corporate Vice President, Microsoft Security Business at Microsoft Secure for a conversation on the evolving landscape of cybersecurity and the official roll-out of Microsoft Copilot for Security.

Their discussion covers:

The customer feedback and adoption hurdles of Microsoft Copilot for Security, highlighting its year-long journey before general availability.
The crucial role of identity management in cybersecurity, and how Microsoft Copilot for Security aids in bolstering defenses.
Other security challenges voiced by customers and how Microsoft's suite of tools, including Copilot for Security, aims to address them.
Insights into Microsoft's strategies for empowering partners in the IT distribution channel to better support customer security needs.
The introduction of a new pricing model for Microsoft Copilot for Security intended to streamline adoption and enhance access across sectors.

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What happens when two GPUs go head-to-head in an AI race? Tech it Out with The Six Five's host Diana Blass inside Qualcomm's booth at Mobile World Congress, where she had the chance to check out the latest in on-device AI and connectivity with Qualcomm's Durga Malladi.

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On this episode of The Six Five – On The Road, join hosts Daniel Newman and Patrick Moorhead for a conversation with Yossi Cohen, President and CEO at Ericsson North America at MWC 2024 on new innovations and the future of 5G networks.

Their discussion covers:

A brief introduction from Yossi Cohen on his new role as President and CEO
An overview on the first half of the 5G deployment cycle
Insights into new innovations and what can we expect to see in the second half of the 5G deployment cycle
The role AI and ASICs play within cellular networks

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On this episode of The Six Five On the Road, host Patrick Moorhead welcomes Charles Ferland, VP & GM, Edge Computing & Communication Services Providers (Telco), Infrastructure Solutions Group at Lenovo at MWC 2024. Their conversation dives into the forefront of edge computing innovations, particularly focusing on Edge AI and its implications for telecommunications companies.

The discussion covers:

An introduction to edge computing and Lenovo's pioneering role in Edge AI.
The uniqueness and recent advancements in edge computing technology.
How edge computing enables Communication Service Providers (CommSPs) to expand their service offerings.
Lenovo's partnership with Telefonica: achievements and insights.
The challenges faced and benefits realized through the deployment of edge computing solutions.

Learn more at Lenovo's Edge Computing Page.

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On this episode of The Six Five - On the Road, hosts Daniel Newman and Patrick Moorhead welcome Dominique Vanhamme, ED CommSP Segment, Infrastructure Solutions Group at Lenovo and Mehran Hadipour, VP Global Alliances, Rakuten Symphony Inc. (A Rakuten Group Company). Their conversation delves into the future of AI at the edge and how their newly announced solutions are set to revolutionize the adoption and integration of AI in businesses.

Their discussion covers:

The synergy between Lenovo and Rakuten Symphony, highlighting the collaboration's objectives and the role of Lenovo's newly announced solutions in advancing AI integration in businesses
Understanding the appeal of Lenovo and Rakuten Symphony for companies seeking AI at the edge solutions, and why they stand out in the marketplace
Insights into customer needs and pain points that inspired the joint solutions by Lenovo and Rakuten, along with the anticipated value these solutions will provide to customers
Predictions around the evolution of the telecommunications sector and Lenovo's strategic position within that transformation

Learn more at Lenovo and Rakuten Symphony Inc.

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On this episode of The Six Five - On the Road, hosts Daniel Newman and Patrick Moorhead welcome Lenovo's Kirk Skaugen, Executive Vice President and President, Lenovo ISG, for a conversation on Lenovo's role in transforming the telecommunications industry with innovative Edge AI technologies.

Their discussion covers:

Overview of Lenovo's announcements at MWC and their implications for the telecommunications sector
Lenovo's specific engagements and advancements within the mobile communications industry at MWC
How Lenovo stands out in the AI market, particularly in competitive environments like trade shows

Learn more about Lenovo.

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On this episode of The Six Five – On the Road, hosts Daniel Newman and Patrick Moorhead welcome Saadat Malik, VP and GM of Edge Computing, Software-Defined Edge Division, Broadcom, for a conversation on bringing compute capabilities to all edges in the technology landscape during MWC 2024.

Their discussion covers:

How the edge computing space has evolved over the last two decades
The integration of Edge Compute into the concept of the Software-Defined Edge
The diverse environments where Edge Compute can be significant
The benefits of unifying compute and connectivity at the edge for customers
The major challenges customers face in deploying compute solutions at the edge

Learn more at Broadcom.

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On this episode of The Six Five - On the Road, hosts Daniel Newman and Patrick Moorhead welcome Abe Ankumah, Head of SD-WAN & SASE, Software-Defined Edge Division, Broadcom, for a conversation on enabling secure, reliable, and ubiquitous connectivity with the Software-Defined Edge.

Their discussion covers:

The role of SASE and SD-WAN in the Software-Defined Edge and how Broadcom, formerly VMware, is advancing this concept
Introduction to the new single-vendor SASE solution unveiled at MWC by the SASE and SD-WAN team
Features and expectations for the new VMware VeloCloud SASE, secured by Symantec.
Predicted responses from managed service partners towards Broadcom's single vendor SASE solution
Highlights from Broadcom's demonstrations on the show floor at MWC

Learn more at Broadcom.

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Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

HP Amplify 2024

https://twitter.com/PatrickMoorhead/status/1765410454128775441
https://twitter.com/PatrickMoorhead/status/1765445439296569626
https://twitter.com/PatrickMoorhead/status/1765447870671683794
https://twitter.com/danielnewmanUV/status/1765444175150121090

Broadcom Q1 FY2024 Earnings

https://www.broadcom.com/company/news/financial-releases/61901
https://twitter.com/danielnewmanUV/status/1766140195382894686

OpenAI - Non-Profit to Profit

https://twitter.com/PatrickMoorhead/status/1764007261133733920

NVIDIA 3rd Most Valuable Company

https://twitter.com/danielnewmanUV/status/1763940655644967367

Apple Reinforces its Monopolist Nature, Again

https://x.com/PatrickMoorhead/status/1766495498284736786?s=20

AMD AI Chip in China

https://twitter.com/danielnewmanUV/status/1765059754588799118

Marvell Earnings Q4 FY2024

https://www.prnewswire.com/news-releases/marvell-technology-inc-reports-fourth-quarter-and-fiscal-year-2024-financial-results-302083397.html
https://twitter.com/danielnewmanUV/status/1766137543207100481

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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On this episode of The Six Five On the Road, hosts Daniel Newman and Patrick Moorhead welcome Chris Moore, VP of Marketing for Micron’s Mobile Business Unit for a conversation on Micron’s newest mobile storage solution announced at MWC 2024, the future of on-device mobile AI and why semiconductor innovation is key to enabling AI at the edge.

Their discussion covers:

Insights into Micron’s new mobile storage product announced at MWC 2024 and what this enables for the mobile ecosystem
The role memory and storage play in enabling on-device AI for consumers’ smartphones
The benefits and use cases for computing at the edge for consumers
Chris’s thoughts on mobile trends, the future of mobile innovation, and challenges for the mobile ecosystem when it comes to AI innovation

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On this episode of The Six Five In the Booth, hosts Daniel Newman and Patrick Moorhead welcome Andrew Coward, General Manager, Software Networking at IBM and Mark McDonald, VP, Wireless Networks at Bell Canada at MWC 2024 for a conversation on how generative AI is being used in the networking landscape.

Their discussion covers:

The current state of wireless networking and what issues can be solved with AI
How generative AI is currently used in networking and how will this change over time as the use of generative AI matures
Thoughts from Andrew and Mark on how generative AI will transform both of their respective companies

Click here to learn more about IBM’s announcements at MWC.

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On this episode of The Six Five - On the Road, hosts Patrick Moorhead and Daniel Newman are joined by HP's Sue Richards Division President, Home Print Business for a conversation on how the HP Smart Tank portfolio is revolutionizing printing technology for home and home office working spaces. Sue shares insights into the efficiency, high-quality, worry-free, and sustainable solutions HP offers.

Their discussion covers:

Analysis of the primary printing needs for home and home office customers and HP's solutions
Unique offerings and competitive edges of the HP Smart Tank Portfolio
Exploring what constitutes an efficient, high-quality, and seamlessly integrated printing experience
Features that position HP as the most user-friendly tank printer on the market
The alignment of HP Smart Tank Portfolio with HP's sustainability goals

Learn more at HP.

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On this episode of The Six Five - On the Road, hosts Patrick Moorhead and Daniel Newman are joined by HP's Ian Pratt, Global Head of Security for Personal Systems. Ian will delve into HP’s groundbreaking announcement on the world’s first business PCs designed to safeguard firmware against quantum computer attacks, a significant step in cybersecurity. The conversation also explores the quantum threat to cryptography and the urgency for organizations to devise countermeasures.

The discussion covers:

Understanding the quantum threat to cryptography.
Identifying industries at high risk from quantum computing hacks.
Strategies for organizations to commence preparations against future quantum threats.

Learn more at HP.

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On this episode of The Six Five - On the Road, hosts Patrick Moorhead and Daniel Newman are joined by HP's John Gordon, Senior Vice President and Division President, HP Managed Solutions, and Faisal Masud, Senior Vice President and Division President, HP Digital Services, for a conversation on how happy, productive employees contribute to company success. Despite significant efforts by many firms to adapt to new work styles and enhance flexibility, employee productivity and satisfaction remain distressingly low. John and Faisal will dive deep into the current workforce dynamics and share HP Workforce Solutions' vision for delivering outstanding employee experiences.

Their discussion covers:

The backgrounds of John Gordon and Faisal Masud and their respective new roles in the Workforce Solutions leadership team.
Addressing the biggest challenges businesses face today and HP's strategies for tackling these issues.
The critical role of HP’s channel partners in driving workforce transformation.

Learn more at HP.

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On this episode of The Six Five - On The Road, hosts Patrick Moorhead and Daniel Newman are joined by HP's Vivian Chow, Vice President of Office Product Portfolio, for a conversation on revolutionizing printing in the modern office landscape. As hybrid work models continue to evolve, Vivian shares insightful trends impacting customers and channel partners, along with the necessity for a modern, flexible printing ecosystem.

The discussion covers:

The unique opportunities presented by hybrid office setups for HP to be a trusted partner
Key print needs for Small to medium-sized business customers and HP's differentiated offerings
Growth opportunities for channel partners and HP's support in their market success
The role of AI in printing and its implications for the future printing ecosystem

Learn more at HP.

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On this episode of The Six Five - On The Road, hosts Patrick Moorhead and Daniel Newman are joined by HP's Jim Nottingham, Senior Vice President and Division President. Jim shares thoughtful insights on how HP is gearing up to revolutionize artificial intelligence (AI) accessibility and innovation through its new Z by HP products and solutions. The discussion delves into HP's commitment to fostering the new era of AI at scale, emphasizing the democratization of AI, the progress of the Z by HP AI Studio, and the integration of AI in various industries through high-performance Z workstations.

The discussion covers:

The importance of HP's announcements at HP Imagine and the new developments presented at APC for making AI more accessible and democratizing AI.
The early-stage development of Z by HP AI Studio, its expected broader availability, and the feedback received from the AI Studio Lighthouse Account Program.
The pivotal role of AI in industries like media and entertainment, product development and manufacturing, and architecture, engineering, and construction, through the utilization of Z workstations.

Learn more at HP.

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On this episode of the Six Five - On the Road, hosts Patrick Moorhead and Daniel Newman are joined by HP's Helen Sheirbon, Senior Vice President and Division President of Hybrid Systems, HP Personal Systems for a conversation on transforming meeting spaces to foster more meaningful connections in the hybrid work environment. With a focus on the convergence of technology and AI-driven experiences, HP aims to revolutionize workspaces at home, and the office, and anywhere else at scale.

The discussion covers:

HP's vision for the future of meeting rooms and the steps being taken to ensure these spaces enhance collaboration and inclusivity in a hybrid work paradigm.
The main challenges in creating a flexible work environment and HP's use of smart automation and AI to augment security, boost engagement, and improve virtual meeting experiences.
The obstacles organizations face in remodeling their workspaces for current trends, and how HP's cutting-edge cameras and software solutions are optimizing work and meeting room spaces.

Learn more at HP.

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On this episode of The Six Five - On the Road, hosts Patrick Moorhead and Daniel Newman are joined by HP's Guayente Sanmartin, Senior Vice President and Division President, Commercial Systems & Displays Solutions for a conversation on how AI is shaping the future of work. In an era where AI is transforming every facet of business, HP is spearheading ambitious and meaningful progress with AI-enhanced solutions to empower a more creative and productive workforce.

The discussion covers:

How AI is integrated into HP's strategy to foster a future-ready workforce and its significance.
The role of AI in addressing the challenges faced by today's knowledge workers, as highlighted by HP research.
Excitements and expectations for the AI PC in 2023 and the overall direction of the personal computing landscape.

Learn more at HP.

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On this episode of the Six Five - On the Road, hosts Patrick Moorhead and Daniel Newman are joined by HP's Dave Shull, President of Workforce Solutions for a conversation on how HP, especially after it acquired Poly, is reshaping employee productivity and collaboration in unprecedented ways. One year into its journey, HP’s Workforce Solutions has made significant strides in streamlining services, launching innovative solutions, and introducing the Work Relationship Index to gauge employee satisfaction in today's evolving work environments. Aimed at fostering lifelong customer relationships, Workforce Solutions is championing the cause of making business operations more efficient and propelling the modern workforce toward growth.

The discussion covers:

The journey and lessons learned in establishing HP’s Workforce Solutions as a new business unit within a renowned brand.
Customer priorities that shaped the strategy of Workforce Solutions.
The synergistic benefits observed from integrating HP and Poly into Workforce Solutions.
Insights from the Work Relationship Index and advice for business leaders navigating hybrid work challenges.
The role of AI and machine learning in refining and expanding Workforce Solutions' offerings.

Learn more at HP.

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On this episode of The Six Five - On The Road, hosts Patrick Moorhead and Daniel Newman are joined by HP's Tuan Tran, President of Imaging and Printing Solutions, for a conversation on the transformative impact of hybrid work and AI on the printing industry. HP is leading the charge in revolutionizing customer experiences and ushering in a new era of printing, leveraging these emerging trends.

The discussion covers:

Tuan Tran's vision for the future of printing and his enthusiasm for HP Print's journey.
The impact of hybrid offices on customer needs and HP's tailored portfolio response.
The opportunities in home printing driven by the need for convenience and flexibility.
HP's innovative shift towards services in the graphics business.
The role of AI and machine learning in print today and expectations for the future.

Learn more at HP.10

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On this episode of the Six Five - On the Road, hosts Patrick Moorhead and Daniel Newman are joined by HP's Alex Cho, President of Personal Systems, for a conversation on capitalizing on the transformative power of AI in today's dynamic environment. They delve into how HP Personal Systems is seizing the immense opportunities presented by AI to revolutionize the PC business, hybrid meetings, and much more.

The discussion covers:

Strategies for capitalizing on AI across the PC business.
The introduction of AI-enhanced PCs by HP.
Transforming hybrid meetings with new AI experiences.
The role of security in the age of AI and HP's Endpoint Security Controller.
Collaboration with partners to maximize the AI opportunity.

Learn more at HP.

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On this episode of the Six Five - On the Road, hosts Patrick Moorhead and Daniel Newman are joined by HP's Kobi Elbaz, Senior Vice President and General Manager, Global Channel, Sales Innovation & Operations to talk about the exciting enhancements to the HP Amplify partner program and insights from this year’s HP Amplify Partner Conference.

The discussion covers:

Key takeaways from this year's HP Amplify Partner Conference that are essential for partners.
Announcements made for HP Amplify channel partners at APC
Expectations for HP channel partners in the era of AI and how HP is addressing these changes

Learn more at HP.

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On this episode of the Six Five - On the Road, hosts Daniel Newman and Patrick Moorhead are joined by HP's Dave McQuarrie, Chief Commercial Officer, for a conversation on leveraging growth markets and growth segments to drive business forward. Dave elaborates on why these areas are rich with untapped potential for partners aiming to expand their customer base and boost revenues.

The discussion covers:

The significance of Growth Markets and Growth Segments, like small to medium businesses, as untapped opportunities for partners.
Insights into the most lucrative growth opportunities within these areas for partners.
Strategies for partners to collaborate with HP in addressing the distinctive needs and preferences of SMB customers and those within growth markets.

Learn more at HP.

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On this episode of The Six Five - On the Road, hosts Patrick Moorhead and Daniel Newman are joined by HP's Enrique Lores, President and Chief Executive Officer, for a conversation on HP’s Amplify Partner Conference and the new era of innovation and growth that we are entering.

The discussion covers:

The biggest opportunity for HP that excites Enrique Lores the most at the moment
Opportunities that partners can seize in the current landscape
An update on HP’s Future Ready Strategy

Learn more at HP.

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On this episode of The Six Five - In the Booth, host Steven Dickens is joined by Qualinx B.V.'s Tom Trill, CEO for a conversation on revolutionizing the semiconductor industry with GNSS solutions.

Their discussion covers:

How Qualinx's patented Digital RF (DRF) technology is uniquely positioned to transform the semiconductor industry and its distinguishing features.
The impact of Qualinx's QLX300+ chip in maximizing efficiency and design for optimal performance, promoting affordable connectivity and edge IoT.
Strategies employed by Qualinx to remain at the forefront of technological advancements and maintain relevance in an ever-evolving industry.

Learn more at Qualinx.

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On this episode of The Six Five In the Booth, hosts Daniel Newman and Patrick Moorhead welcome Dan Kusel, GM and Managing Partner at IBM and Usman Zafar, Assistant Vice President, Product Management & Development at AT&T at MWC 2024 for a conversation on the influence generative AI has on transforming the telecom industry.

Their discussion covers:

An overview of the latest partnership between IBM and AT&T
Generative AI use cases emerging in connectivity
The opportunities for AI as connected devices and access to real-time data increases
Thoughts on what role generative AI will play in AT&T working across different verticals

Click here to learn more about IBM’s announcements at MWC.

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On this episode of The Six Five On AI, hosts Daniel Newman and Patrick Moorhead welcome Walter Sun, Global Head of AI at SAP for a conversation on SAP’s AI strategy.

Their discussion covers:

An overview of SAP’s AI strategy
What makes SAP different from other existing language models in the market
What challenges customers are facing and how SAP’s products and services are helping customers overcome those challenges

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Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

Microsoft Finance AI

https://twitter.com/danielnewmanUV/status/1763282381455196304
https://www.microsoft.com/en-us/microsoft-copilot/microsoft-copilot-for-finance
https://www.microsoft.com/en-us/microsoft-365/blog/2024/02/29/introducing-microsoft-copilot-for-finance-transform-finance-with-next-generation-ai-in-microsoft-365/
https://www.cnbc.com/2024/02/29/microsoft-introduces-copilot-ai-chatbot-for-finance-workers.html

Salesforce Earnings and Trailblazer DX

https://twitter.com/danielnewmanUV/status/1762948630372089889
https://s23.q4cdn.com/574569502/files/doc_financials/2024/q4/CRM-Q4-FY24-Earnings-Press-Release-w-financials.pdf
https://x.com/PatrickMoorhead/status/1763254180180103547?s=20
https://www.cnbc.com/2024/02/28/salesforce-crm-q4-earnings-report-2024.html

Altera Spin-out and New Mid-range

https://twitter.com/PatrickMoorhead/status/1763370780195492031
https://www.intel.com/content/www/us/en/newsroom/news/intel-launches-altera-standalone-fpga-operation.html
https://www.crn.com/news/components-peripherals/2024/intel-brings-back-altera-as-standalone-fpga-company
https://www.intel.com/content/www/us/en/products/programmable.html#gs.58ubf7

HPE Earnings

https://twitter.com/PatrickMoorhead/status/1763318368613060882
https://twitter.com/danielnewmanUV/status/1763312588635402668
https://investors.hpe.com/~/media/Files/H/HP-Enterprise-IR/documents/q1-2024/q1-2024-quarterly-results.pdf

HP Earnings

https://twitter.com/danielnewmanUV/status/1763211079100837977
https://investor.hp.com/news/press-release-details/2024/HP-Inc.-Reports-Fiscal-2024-First-Quarter-Results/default.aspx

Dell Technology Earnings

https://twitter.com/PatrickMoorhead/status/1763314132953297182
https://twitter.com/danielnewmanUV/status/1763328796030312909
https://twitter.com/danielnewmanUV/status/1763315665149002082
https://investors.delltechnologies.com/

Pure Storage Earnings

https://twitter.com/danielnewmanUV/status/1763208169474384171
https://investor.purestorage.com/financial-information/quarterly-results/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.

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On this episode of The Six Five In the Booth, hosts Daniel Newman and Patrick Moorhead welcome Stephen Rose, General Manager for Global Industries at IBM, and Alex Sinclair, CTO at GSMA at MWC 2024 for a conversation on generative AI adoption in the telecom industry.

Their discussion covers:

An overview of the recent announcement regarding the partnership between IBM and GSMA
The challenges of generative AI adoption
The importance of the accessibility of generative AI resources across the telecoms
Which area within telecoms has the greatest potential to be transformed by AI

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Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

NVIDIA Q4 FY2024 Earnings

https://investor.nvidia.com/home/default.aspx
https://x.com/PatrickMoorhead/status/1760454290190004734?s=20
https://x.com/PatrickMoorhead/status/1760427483235491877?s=20
https://twitter.com/danielnewmanUV/status/1760653985361412332
https://twitter.com/danielnewmanUV/status/1760487469328343447
https://twitter.com/danielnewmanUV/status/1760443599341125759
https://twitter.com/danielnewmanUV/status/1760443599341125759

Lenovo Q3 FY2024 Earnings

https://investor.lenovo.com/en/global/home.php
https://investor.lenovo.com/en/financial/results/presentation_2324_q3.pdf

Synopsys Q1 FY2024 Earnings

https://investor.synopsys.com/financials/quarterly-results/default.aspx
https://x.com/PatrickMoorhead/status/1760460017910575417?s=20
https://twitter.com/danielnewmanUV/status/1760487469328343447

What to Expect at MWC 2024

AI-AI-AI

Third Generation Arm Neoverse

https://newsroom.arm.com/news/enabling-ai-infrastructure-on-arm
https://x.com/PatrickMoorhead/status/1760465932986564887?s=20

Intel Foundry Direct Connect Event

https://www.intc.com/news-events/press-releases/detail/1675/intel-launches-worlds-first-systems-foundry-designed-for
https://x.com/PatrickMoorhead/status/1760342442530746749?s=20

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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On this episode of The Six Five On the Road, hosts Daniel Newman and Patrick Moorhead welcome Sridhar Vembu, CEO at Zoho for a conversation on transnational localism, bootstrapping, and the future of AI.

Their discussion covers:

An overview of the current tech landscape and Zoho’s strategy to navigate this landscape that’s being dominated by a few giants
An insight into Zoho’s business strategy and outlook for 2024
Sridhar Vembu’s thoughts on AI and how Zoho might incorporate AI in future projects
The trend of Bootstrapping as a business strategy

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Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

NVIDIA Getting into DC AI ASIC Market?

https://twitter.com/PatrickMoorhead/status/1757483843354079548
https://www.cnbc.com/2024/02/09/nvidia-chases-30-billion-custom-chip-market-with-new-unit-reuters.html
Custom ASIC: Broadcom & Marvell. Merchant ASIC: Intel Habana, Groq, UntetherAI

Upcoming IFS “Direct Connect” Event Preview

https://twitter.com/PatrickMoorhead/status/1758139102439108752

Plus AI Open Auto Platform

https://plus.ai/news-and-insights/plus-launches-open-platform-for-autonomy-to-scale-deployment-of-all-levels-of-autonomous-driving-technology

Cisco Q2 FY2024 Earnings

https://twitter.com/danielnewmanUV/status/1758136567250776572
https://twitter.com/danielnewmanUV/status/1757874967943761953
https://twitter.com/danielnewmanUV/status/1757867283341279424
https://twitter.com/PatrickMoorhead/status/1758492279239532803

Lattice Q4 FY2023 and 2023 Earnings

https://twitter.com/danielnewmanUV/status/1757170965367206351
Revenue: 3% miss; EPS: small beat, Forecast: $25M less than consensus
https://twitter.com/PatrickMoorhead/status/1758489528224907767

Cloudera Elevate 2025 SKO Event

https://twitter.com/PatrickMoorhead/status/1757817666646008085
https://twitter.com/danielnewmanUV/status/1757843125354037738
Modern Data Platform, GenAI, Hybrid Cloud

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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On this episode of The Six Five – Insider, hosts Daniel Newman and Patrick Moorhead welcome Stu Pann, Senior Vice President and General Manager, Intel Foundry Services (IFS) at Intel for a conversation about the investment and innovation happening at IFS.

Their discussion covers:

Why Intel is pursuing the foundry services business
An overview of IFS, what their offerings are, and what makes them stand out from the competition
The latest on the CHIPS Act funding and other incentives

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On this segment of The Six Five LIVE, host Patrick Moorhead welcomes Matt Barlow, CVP of Microsoft Surface Marketing, at CES 2024. They discuss Microsoft Copilot, AI PCs and OEM collaboration with Microsoft.

Their discussion also covers:

The excitement around AI PCs running Copilot experiences and benefits to productivity, creativity, and connectivity.
How AI PCs represent the next super cycle
The unique nature of the Windows ecosystem, with Microsoft leading and collaborating with brands like HP, Dell and Lenovo

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Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

Zoho Day 2024

https://twitter.com/TheSixFiveMedia/status/1755286357952303610
https://twitter.com/PatrickMoorhead/status/1755246862578151586
https://twitter.com/danielnewmanUV/status/1755320569422070049

Arm Q3 FY24 Earnings

https://x.com/YahooFinance/status/1755696642093662631?s=20
https://twitter.com/PatrickMoorhead/status/1755341092134797475
https://twitter.com/PatrickMoorhead/status/1755339165703573569
https://twitter.com/danielnewmanUV/status/1755342089548669373
https://twitter.com/danielnewmanUV/status/1755338997839065457
https://twitter.com/danielnewmanUV/status/1755336930315644950

Cohesity & Veritas Deal

https://twitter.com/danielnewmanUV/status/1755606048885670234
https://www.cohesity.com/press/cohesity-and-veritas-data-protection-business-to-combine-forming-a-new-leader-in-ai-powered-data-security-and-management/
https://x.com/PatrickMoorhead/status/1755968270753038818?s=20

Apple Vision Pro First Impressions

https://x.com/PatrickMoorhead/status/1754924083412639797?s=20
https://twitter.com/PatrickMoorhead/status/1754910439970848796

Google Goes Gemini

https://blog.google/products/gemini/bard-gemini-advanced-app/

Intel IFS - NVIDIA Tie-up?

https://x.com/danielnewmanUV/status/1755692195993051248?s=20

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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On this segment of The Six Five LIVE, host Lisa Martin welcomes Steve Lucas, CEO of Boomi at CES 2024. They discuss Boomi AI, AI readiness, and the growth of the company.

Their discussion also covers:

Steve’s strategic vision for Boomi and how it has come to life in the past year
How Boomi is helping organizations become AI-ready with Boomi GPT and Boomi AI
What is next for the company

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Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

Microsoft Q2 FY2024 Earnings

https://twitter.com/PatrickMoorhead/status/1752740933815148810
https://twitter.com/danielnewmanUV/status/1752446941974106376
https://twitter.com/danielnewmanUV/status/1752440149936377899
https://twitter.com/danielnewmanUV/status/1752439031118332234

Google Cloud Q4 FY2023 Earnings

https://twitter.com/PatrickMoorhead/status/1752750907182240165
https://twitter.com/danielnewmanUV/status/1752444687594426527
https://twitter.com/danielnewmanUV/status/1752440149936377899
https://twitter.com/danielnewmanUV/status/1752439031118332234

AMD Q4 FY2023 Earnings

https://twitter.com/PatrickMoorhead/status/1752717114899931357
https://twitter.com/danielnewmanUV/status/1752453057214820537

Qualcomm Q1 FY2024 Earnings

https://twitter.com/PatrickMoorhead/status/1752895196402950512
https://twitter.com/PatrickMoorhead/status/1752802637987115340
https://twitter.com/PatrickMoorhead/status/1752762322806878594
https://twitter.com/danielnewmanUV/status/1752801004897100201

Apple Extends Qualcomm Licensing

https://twitter.com/danielnewmanUV/status/1753053701747376333
https://twitter.com/PatrickMoorhead/status/1753124873721831571
https://appleworld.today/apple-extends-modem-chip-licensing-agreement-with-qualcomm-through-march-2027/

Amazon Q4 FY2023 Earnings

https://twitter.com/danielnewmanUV/status/1753166219706847713
https://www.marketbeat.com/stocks/NASDAQ/AMZN/earnings/

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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On this episode of The Six Five – In the Booth, host Patrick Moorhead welcomes Praveen Vaidyanathan, VP and GM of the Compute Products Group at Micron Technology at CES 2024. They discuss Micron’s announcement of their LPCAMM2 memory offering and how it will change the PC ecosystem.

Their discussion covers:

The key trends in the PC ecosystem and how Micron’s memory offerings are changing the ecosystem
An overview of Micron’s new form factor memory offering, LPCAMM2 and the advantages it has over other memory solutions
The journey Micron took to bring this new form factor to the market
The benefits of Micron unveiling the new LPCAMM2 to the client PCs first and what is next beyond client PC adoption

Learn more about Micron’s new memory offering, LPCAMM2, on the company’s website.

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On this episode of The Six Five – Insider, host Daniel Newman welcomes Sumit Sadana, Chief Business Officer and Executive Vice President from Micron Technology at CES 2024. They discuss the future of AI and its rapid advancement, and what this means for the memory and storage industry.

Their discussion covers:

Micron’s view on AI
What are the major impacts AI workloads have on Data Centers and how will it continue to change
AI coming to devices and what role memory and storage plays

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

IBM Q4 2023 Earnings

https://x.com/PatrickMoorhead/status/1750890773602599120?s=20
https://twitter.com/PatrickMoorhead/status/1750275916817682936
https://twitter.com/danielnewmanUV/status/1750292092163604889
https://newsroom.ibm.com/2024-01-24-IBM-RELEASES-FOURTH-QUARTER-RESULTS

Intel Q4 2023 Earnings

https://twitter.com/PatrickMoorhead/status/1750625438865465603
https://x.com/CNBCOvertime/status/1750637142533869848?s=20
https://www.nasdaq.com/articles/intel-intc-q4-2023-earnings-what-to-expect

Intel IFS and UMC Deal

https://twitter.com/PatrickMoorhead/status/1750518086229213446
https://www.intc.com/news-events/press-releases/detail/1671/intel-and-umc-announce-new-foundry-collaboration

SAP Q4 2023 Earnings

https://twitter.com/PatrickMoorhead/status/1749941796396732822
https://twitter.com/danielnewmanUV/status/1750156271490044250
https://www.sap.com/investors/en/calendar/2023/2024-01-24-q4-fy-financial-results.html

Apple Makes Changes Based on DMA

https://x.com/PatrickMoorhead/status/1750700796851769525?s=20
https://www.apple.com/newsroom/2024/01/apple-announces-changes-to-ios-safari-and-the-app-store-in-the-european-union/
https://commission.europa.eu/strategy-and-policy/priorities-2019-2024/europe-fit-digital-age/digital-markets-act-ensuring-fair-and-open-digital-markets_en
https://www.theverge.com/2024/1/25/24050200/apple-third-party-app-stores-allowed-iphone-ios-europe-digital-markets-act
https://techcrunch.com/2024/01/25/apple-dma-changes/

ServiceNow Q4 2023 Earnings

https://twitter.com/danielnewmanUV/status/1750288014524178563
https://www.servicenow.com/company/media/press-room/fourth-quarter-full-year-2023-financial-results.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.

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On this episode of The Six Five – In the Booth, hosts Daniel Newman and Patrick Moorhead welcome Jack Weast, Vice President and GM for Intel Automotive at CES 2024. They discuss Intel’s automotive announcements that were made during CES and how AI is coming to the vehicle.

Their discussion covers:

Intel’s ambitious growth plans in the automotive space
The silicon needs of a modern vehicle and why Intel’s offerings may interest automakers
What prompted Intel to get involved on the power management side of the automotive industry
Chiplet need and Intel's solution to the car chip crunch

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

Davos 2024

https://twitter.com/danielnewmanUV/status/1748131753854681331
https://twitter.com/danielnewmanUV/status/1747952299144630424
https://twitter.com/danielnewmanUV/status/1747662461811962247
https://twitter.com/danielnewmanUV/status/1747160570640453835
https://twitter.com/danielnewmanUV/status/1747581284992356632
https://twitter.com/danielnewmanUV/status/1747276931295281629
https://twitter.com/danielnewmanUV/status/1747210093291028602
https://twitter.com/danielnewmanUV/status/1747163567814479975
https://twitter.com/danielnewmanUV/status/1746937393993924707
https://twitter.com/danielnewmanUV/status/1746898704336883725
https://twitter.com/danielnewmanUV/status/1746866466803048475

Samsung Unpacked

https://twitter.com/PatrickMoorhead/status/1747699010134302786
https://twitter.com/PatrickMoorhead/status/1747699622435516624
https://twitter.com/PatrickMoorhead/status/1747728653218447641
https://twitter.com/anshelsag/status/1747691376651956721
https://twitter.com/anshelsag/status/1747690418337440206
https://twitter.com/PatrickMoorhead/status/1747692598901481495
https://twitter.com/PatrickMoorhead/status/1747689421166830037
https://twitter.com/PatrickMoorhead/status/1747686235613913163
https://twitter.com/PatrickMoorhead/status/1747685325781233852
https://twitter.com/PatrickMoorhead/status/1747684010254561611
https://twitter.com/PatrickMoorhead/status/1747682309606957177

TSMC Earnings

https://twitter.com/asiasquawkbox/status/1748177560427725123
https://www.cnbc.com/2024/01/18/tsmc-q4-2023-earnings-report.html
https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2024-01/02375f1560d204c5a5752bd98a6ecaff002dc98e/FS.pdf

IBM Acquires Advanced’s Application Modernization Assets

https://www.streetinsider.com/Corporate+News/IBM+%28IBM%29+to+acquire+application+modernization+capabilities+from+Advanced/22644449.html

Synopsys Acquisition of ANSYS

https://twitter.com/PatrickMoorhead/status/1747386136694014401
https://twitter.com/PatrickMoorhead/status/1747286313638797433
https://twitter.com/danielnewmanUV/status/1747262044276175004

Intel and DigitalBridge

https://futurumgroup.com/insights/intel-and-digitalbridge-group-announce-the-formation-of-articul8/
https://www.intel.com/content/www/us/en/newsroom/news/generative-ai-news-2024.html
https://twitter.com/DBRG_Group/status/1742910877991399690

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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On this episode of The Six Five – Insider, hosts Daniel Newman and Patrick Moorhead welcome Christina Montgomery, Vice President and Chief Privacy & Trust Officer from IBM for a conversation on AI and the importance of her role in AI as Chief Privacy and Trust Officer.

Their discussion covers:

An introduction from Christina Montgomery about her role and what it entails at IBM
What role, as the Chief Privacy Officer, did she play in the development of IBM’s AI platform, watsonx
What concerns clients have about AI and how is IBM addressing them
Her recommendations on where organizations can begin when looking to adopt AI

Learn more about IBM’s AI platform, watsonx, on the company’s website.

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On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Audrey Mito, Group Manager Supply Chain and Fulfillment Transformation from Toyota Motor North America and Shobhit Varshney, VP and Sr. Partner, Americas AI GenAI IoT Leader from IBM Consulting for a conversation at CES 2024 on Toyota’s partnership with IBM to transform the automotive supply chain with AI.

Their discussion covers:

A brief introduction from Audrey Mito and Shobhit Varshney and what their role is within their companies
What Toyota and IBM are doing to bring business value with the new innovations presented at CES 2024
An insight into Toyota’s partnership with IBM and how IBM can help Toyota build a more customer-centric supply chain to increase customer experience
How Toyota and IBM are using AI and gen AI

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On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Ruth Sun, Global Managing Director from IBM and Prashant Vithlani, Cloud Business Division Head from Samsung SDS America (SDSA) for a conversation at CES 2024 on Samsung SDSA’s collaboration with IBM to transform the cloud space with automation.

Their discussion covers:

A brief overview of the collaboration between Samsung SDSA and IBM
How Apptio and Turbonomic are helping to enhance the Samsung Cloud Platform
What challenges the cloud industry might face in 2024 and how IBM and Samsung SDSA plan on addressing them

Explore more about the growing IBM and Samsung partnership here.

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Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

CES 2024 Ruminations

AI PC:

https://twitter.com/PatrickMoorhead/status/1744617425432441123
https://x.com/PatrickMoorhead/status/1744827983888842768?s=20
https://moorinsightsstrategy.com/research-notes/research-note-hp-at-ces-2024-new-premium-notebooks-and-gaming-peripherals/
https://moorinsightsstrategy.com/research-notes/research-note-dell-at-ces-2024-new-xps-laptops-and-ultrasharp-monitors/

AI Automotive:

https://moorinsightsstrategy.com/research-papers/research-paper-intel-focuses-anew-on-the-automotive-market-for-strategic-growth/
https://x.com/PatrickMoorhead/status/1744865937109750255?s=20

XR:

https://moorinsightsstrategy.com/research-notes/research-note-qualcomm-enables-4k-per-eye-xr-with-xr2-gen-2-platform-at-ces-2024/
https://www.apple.com/newsroom/2024/01/apple-vision-pro-available-in-the-us-on-february-2/

Rabbit:

Memory Market: Call it a Comeback?

https://twitter.com/PatrickMoorhead/status/1742377962450653612

Arm’s “Blackhawk” New CPU Core

https://twitter.com/PatrickMoorhead/status/1744575209561337885
https://moorinsightsstrategy.com/research-notes/research-note-arms-blackhawk-cpu-is-an-audacious-plan-to-have-the-best-smartphone-cpu-core-this-year/

HPE Buying Juniper

https://twitter.com/danielnewmanUV/status/1744859493765353502
https://twitter.com/danielnewmanUV/status/1744807913204699483
https://moorinsightsstrategy.com/research-notes/research-note-hpes-intended-acquisition-of-juniper-networks/

Mobileye Reset

https://twitter.com/danielnewmanUV/status/1742920648899666307

GenAI Trends in 2024

https://twitter.com/danielnewmanUV/status/1742979349152715168

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.

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

New York Times Sues Microsoft & OpenAI Over Copyright

https://twitter.com/danielnewmanUV/status/174005092432292295
https://x.com/PatrickMoorhead/status/1740066678841462799?s=20

Micron Q1 Earnings

https://twitter.com/MoorInsStrat/status/1737926233860554998
https://twitter.com/danielnewmanUV/status/1737881348151406782
https://x.com/YahooFinance/status/1737592460870840827?s=20

Cisco Acquires Isovalent

https://twitter.com/PatrickMoorhead/status/1737844460246196634
https://www.techtarget.com/searchitoperations/news/366564394/Cisco-Security-Cloud-adds-Isovalent-for-multi-cloud-networks

2024 Watch List in Semis

2024 Watch List in AI

2024 Watch List in Cloud

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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On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Cloudera’s VP Products, Priyank Patel, during Cloudera Evolve NYC for a conversation on Cloudera’s launch of their AI ecosystem, its inaugural partners, and how this will ultimately serve their customers.

Their discussion covers:

A closer look at Cloudera’s AI ecosystem launch– the partnerships, strategy and how this ecosystem will ultimately serve Cloudera’s customers
How Cloudera’s partnerships with companies like NVIDIA, Pinecone, and AWS are evolving and serving its enterprise customers within this AI ecosystem
Cloudera’s two-pronged approach of enabling AI and leveraging AI
What’s next for Cloudera’s AI ecosystem, both for the company and for its customers

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Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

Top Tech Trends 2024

Monetizing AI - Less Talk, More $$$
How AI progresses over 2024; Quantum evolution; HMC progression- more fabrics; metaverse?

Apple Watch Import Ban

https://www.theverge.com/24006607/apple-watch-series-9-ultra-2-itc-import-ban
https://www.washingtonpost.com/technology/2023/12/19/apple-watch-ban-series-9/
https://www.wsj.com/video/series/on-the-news/what-the-apple-watch-import-ban-means-for-consumers-and-the-company/FD8633F0-B632-49D9-8638-A0241331FE5A

Salesforce World Tour 2023

https://www.salesforce.com/news/press-releases/2023/12/14/unstructured-data-ai-search-einstein/
https://salesforcedevops.net/index.php/2023/12/14/salesforce-world-tour-nyc-reporters-notebook/
https://www.techrepublic.com/article/salesforce-world-tour-new-york-2023-einstein-copilot/

NVIDIA Responds to AMD Performance Numbers

https://finance.yahoo.com/news/nvidia-fires-back-amds-ai-150350969.html
https://www.fool.com/investing/2023/12/19/nvidia-fires-back-amd-ai-chip-claims-need-to-know/
https://x.com/PatrickMoorhead/status/1736062631742521459?s=20

Adobe Pulls Figma Plug

https://twitter.com/PatrickMoorhead/status/1737295639204020490

https://twitter.com/danielnewmanUV/status/1737195569271951670

https://business.outlookindia.com/corporate/adobe-pulls-plug-on-historic-20-billion-figma-deal-cites-antitrust-approval-hurdles

What to Expect at CES 2024

Wearables, drivables, and AI responsibility as well as AI PC, AI smartphones, AI smarthome, safer cars and two wheelers, AI, AI, AI… ; of course, bigger, better TVs, more immersive audio as we’ve seen for 56 year since 1967.
https://www.ces.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.

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On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Victor Peng, President, and Mark Papermaster, Executive Vice President and Chief Technology Officer, Technology and Engineering at AMD for a conversation on the company’s long-term vision for pervasive AI across AMD’s portfolio.

Their discussion covers:

How AMD’s customers are responding to the company’s AI vision
The work AMD has done with their community to help AI software companies understand how AMD can power their AI workloads
What has changed for ROCm to bring it up-to-speed for the industry
The next big hot topics to look out for, from a software standpoint, beyond LLMs and generative AI

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On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Forrest Norrod, Executive Vice President and General Manager, Data Center Solutions Business Unit at AMD for a conversation on open data center infrastructure ecosystem for AI and AI hardware.

Their discussion covers:

What AMD’s customers are excited about as this AI inflection point continues to grow, around AMD and their AI vision
AMD’s emphasis on the need for an open AI ecosystem (software, hardware) and how customers benefit from open ecosystems
The strategy behind combining CPUs, GPUs and Memory into a single package for AI and HPC workloads
The behind-the-scenes on AMD’s work on the exascale class supercomputers powered by AMD
Where AI data centers may go in the future and the “next big thing”

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On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Lisa Su, Chair and Chief Executive Officer at AMD for a conversation on AI’s transformation of the industry and the market, as well as the ways AMD has advanced AI adoption through its ecosystem of products.

Their discussion covers:

The market shifts around AI
AMD’s progress on MI300X and its general availability, and what makes MI300X different from other AI accelerators in the market
How AMD is approaching the software ecosystem
What role Ryzen AI is playing in AMD’s data center training and inference, as well as end user devices and AI PCs

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On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Cloudera’s Chief Strategy Officer Ahbas Ricky, and AWS’s Director, Infrastructure Partnerships Mona Chadha, during Cloudera Evolve NYC for a conversation on building generative AI solutions on Cloudera with Amazon Bedrock.

Their discussion covers:

The challenges customers face in getting their generative AI projects off the ground
Cloudera’s & AWS’ collaboration to offer AI solutions for customers, including Cloudera CDP and Amazon Bedrock
Some customer success stories on building generative AI solutions on Cloudera on AWS
What the evolution of Cloudera and AWS looks like, and where the companies see the generative AI movement going next

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

IBM and Albany NanoTech High-EUV

https://research.ibm.com/blog/high-na-euv-lithography-albany
https://www.wsj.com/tech/new-york-joins-ibm-micron-in-10-billion-chip-research-complex-475437b3
https://www.bizjournals.com/albany/news/2023/12/11/albany-nanotech-semiconductors-ibm-micron-asml.html

Google Cloud AI Announcements

https://www.axios.com/2023/12/13/google-cloud-thomas-kurian-gemini-ai-businesses
https://twitter.com/ThomasOrTK/status/1735032322120880478
https://twitter.com/ThomasOrTK/status/1734998554563752149
https://twitter.com/ThomasOrTK/status/1734954905268256933
https://cloud.google.com/blog/products/ai-machine-learning/bringing-gemini-to-organizations-everywhere

Intel AI Event

https://twitter.com/PatrickMoorhead/status/1735087657552617699
https://twitter.com/PatrickMoorhead/status/1735315663340670996
https://twitter.com/PatrickMoorhead/status/1735317812866957631
https://twitter.com/PatrickMoorhead/status/1735320612078313815
https://twitter.com/PatrickMoorhead/status/1735324518002962610
https://twitter.com/PatrickMoorhead/status/1735325387511538126
https://twitter.com/PatrickMoorhead/status/1735331752640463093
https://twitter.com/danielnewmanUV/status/1735317658772333036
https://twitter.com/danielnewmanUV/status/1735327901380161778

Oracle Q2 FY2024 Earnings

https://twitter.com/danielnewmanUV/status/1734349727032877267
https://www.oracle.com/news/announcement/q2fy24-earnings-release-2023-12-11/

Plus AI Updates

https://plus.ai/news-and-insights
https://plus.ai/news-and-insights/iveco-plus-dm-drogerie-markt-and-dsv-launch-automated-trucking-pilot-in-germany

Adobe Q4 2023 Earnings; CMA Shows Up 18 Months

https://twitter.com/danielnewmanUV/status/1735050944969367987
https://www.nasdaq.com/articles/adobe-adbe-q4-earnings-revenues-beat-estimates-rise-y-y-1#:~:text=Adobe%20Inc.,Consensus%20Estimate%20of%20%245.01%20billion.
https://www.gov.uk/cma-cases/adobe-slash-figma-merger-inquiry
https://www.cnbc.com/2023/11/28/uk-regulators-say-adobes-figma-acquisition-could-harm-competition.htm

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 AI adoption is lagging, despite heavy interest and big investments in the technology. The top challenge? Outdated network infrastructure that can't accommodate AI workloads. In this episode of The Six Five Media Connected with Diana Blass, Diana heads to the Cisco Partner Summit in Miami, where she learns about the latest network innovation to hit the market. Hear from Cisco's Chuck Robbins, Jeetu Patel and Alex Pujols, along with perspectives from analysts and Six Five co-hosts Daniel Newman of The Futurum Group and and Patrick Moorhead of Moor Insights & Strategy.

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On this episode of The Six Five – Insider, hosts Daniel Newman and Patrick Moorhead welcome Chris Koopmans, Chief Operations Officer at Marvell Technology for a conversation on the growing performance demands of AI and infrastructure silicon for accelerated computing.

Their discussion covers:

How Marvell is reimagining data center architectures, from the ground up, under the growing performance demands of AI
The key technologies Marvell is focusing on to enable the changes to data center architectures
Marvell’s developments in chip IP, innovations in switching and optical technologies, and other solutions for accelerated computing

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On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Jason Banta, Corporate VP and General Manager of Client OEM at AMD for a conversation on AMD’s AI PC vision, Ryzen AI processors, and the challenges and opportunities for the use of AI in business.

Their discussion covers:

An inside look at AMD’s vision for the AI PC and what it can do for users
What differentiates the Ryzen 8040 Series of processors from AMD
The use of AI in business and what opportunities and challenges face business leaders and IT decision-makers today
How AI adoption in the enterprise is evolving

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On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Cloudera’s Senior Director of Product Management David Dichmann, during Cloudera Evolve NYC for a conversation on how Cloudera is helping customers unlock their on-prem data and take advantage of the next wave of generative AI.

Their discussion covers:

What the next wave of generative AI looks like from Cloudera’s perspective, particularly around Customer Experience
The state of perceived risk versus overall value when it comes to generative AI adoption for enterprises today
How businesses across industries can take advantage of this next wave of generative AI
What Cloudera is doing to help customers get the most out of their on-prem data

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On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Harshal Pimpalkhute,Senior Product Manager, Generative AI, at AWS for a conversation on the latest announcements from Amazon Bedrock made at AWS re:Invent.

Their discussion covers:\

A recap of the announcements made on Amazon Bedrock at AWS re:Invent and what’s new with customization
An explanation of the new retrieval augmentation capability to connect foundational models to company data sources
Agents for Bedrock and how this will most benefit customers
The new guardrail capabilities

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

Special Guests!

Lattice Development Conference

https://twitter.com/PatrickMoorhead/status/1732223361865167307
https://twitter.com/danielnewmanUV/status/1731696970614338043

Marvell IA Day

https://twitter.com/PatrickMoorhead/status/1732199536318390373
https://twitter.com/danielnewmanUV/status/1732088751072084420
https://twitter.com/danielnewmanUV/status/1732199167622275075
https://twitter.com/WillTownTech/status/1732089312915882280
https://twitter.com/WillTownTech/status/1732104864145318330

Google Gemini AI 1.0 and New TPU

https://twitter.com/PatrickMoorhead/status/1732431422928154721
https://twitter.com/PatrickMoorhead/status/1732442376000733557
https://twitter.com/danielnewmanUV/status/1732436310684815549
https://twitter.com/danielnewmanUV/status/1732429551907795262

AMD Advancing AI Event

https://cnbcmediahub.com/item/f05c1cf3-dcaa-4da2-a6b0-5ee00b9336d3
https://twitter.com/PatrickMoorhead/status/1732461750648533057
https://twitter.com/PatrickMoorhead/status/1732463182701359158
https://twitter.com/PatrickMoorhead/status/1732464384444952667
https://twitter.com/PatrickMoorhead/status/1732465193190650215
https://twitter.com/PatrickMoorhead/status/1732465989865140669
https://twitter.com/PatrickMoorhead/status/1732470185809113394
https://twitter.com/PatrickMoorhead/status/1732473891829018947
https://twitter.com/PatrickMoorhead/status/1732475472066613614
https://twitter.com/PatrickMoorhead/status/1732482130729726090
https://twitter.com/PatrickMoorhead/status/1732487897373438139
https://twitter.com/PatrickMoorhead/status/1732489355208573025
https://twitter.com/PatrickMoorhead/status/1732478111495975293
https://twitter.com/danielnewmanUV/status/1732461382711607352
https://twitter.com/danielnewmanUV/status/1732462741200531669
https://twitter.com/danielnewmanUV/status/1732465635828056151
https://twitter.com/danielnewmanUV/status/1732466022320665078
https://twitter.com/danielnewmanUV/status/1732464826855866858
https://twitter.com/danielnewmanUV/status/1732467256595280061

Broadcom Q4 FY23 Earnings

https://cnbcmediahub.com/item/f05c1cf3-dcaa-4da2-a6b0-5ee00b9336d3
https://investors.broadcom.com/news-releases/news-release-details/broadcom-inc-announces-fourth-quarter-and-fiscal-year-2023

AI Alliance Led by IBM and Meta

https://twitter.com/PatrickMoorhead/status/1732077728160223695
https://twitter.com/danielnewmanUV/status/1732035498741584064

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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On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Chetan Kapoor, Director at AWS EC2 for a conversation on AWS Generative AI Infrastructure announced at AWS re:Invent.

Their discussion covers:

A recap of the announcements made on AWS Generative AI Infrastructure announced at AWS re:Invent
AWS’s strategic partnership with NVIDIA
An overview of AWS’s purpose-built accelerator, Trainium2
How these key AWS differentiators compare to alternative options

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On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Varun Bijlani, Global Managing Partner, Hybrid Cloud Services Consulting at IBM and Jeff Calusinski, Senior Vice President and Chief Technology Officer at USAA for a conversation on the value of a Hybrid-by-Design cloud strategy for modernization.

Their discussion covers:

A look at IBM Consulting’s Hybrid Cloud Services and how they can assist clients in defining and executing their technology and cloud strategies
The strategic partnership between IBM Consulting and AWS for the AWS GenAI solution
USAA’s GenAI journey and their partnership with AWS, IBM, and Red Hat for modernization services
IBM’s Hybrid-by-Design framework, how it can benefit clients like USAA, and how to get started

Learn more about IBM’s hybrid cloud solutions on the company’s website.

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On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Ken Exner, Chief Product Officer at Elastic for a conversation on their recently unveiled Elasticsearch Query Language and how it fits in with enterprises’ continuous deployment of GenAI.

Their discussion covers:

The main challenges enterprises are encountering when interacting with data
Elastic’s newly unveiled Elasticsearch Query Language (ESQL), dedicated to simplifying data investigation
How Elasticsearch Query Language can be used as enterprises continue deploying GenAI
Elastic’s outlook on GenAI’s impact on search and data management in the coming two to five years

Learn more about Elastic’s Elasticsearch on the company’s website.

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On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Roger Premo, General Manager, Corporate Strategy and Ventures at IBM and Deepak Singh, Vice President at AWS for a conversation on how the fast-growing partnership between the two companies has evolved, particularly around generative AI.

Their discussion covers:

The client benefits resulting from the collaboration between IBM and AWS, emphasizing key projects and joint initiatives that exemplify their synergy
The challenges organizations face in determining optimal locations and methods for deploying generative AI models
The transformative impact of generative AI on IBM and AWS in their support of enterprise evolution
An update on the IBM and AWS partnership and the latest announcements on joint innovation revealed at AWS re:Invent

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On this episode of The Six Five – In the Booth, hosts Daniel Newman and Patrick Moorhead welcome Deepak Boppana, Sr. Director of Marketing at Lattice Semiconductor during the Lattice Developers Conference for an inside look at Lattice Semiconductor’s latest Avant FPGAs, designed for advanced connectivity like datapath applications, and flexible interface bridging and optimized compute for system expandability.

The demos include:

A boot time demo, and how speed contributes to security and safety
A low-power networking demo, and what types of applications benefit
A power consumption benefit demo
A memory transfer demo and some real-world examples of how customers can benefit from the energy-efficiency aspects

See more demos on the Lattice Semiconductor website.

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On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Nick Otto, Head of Global Strategic Partnerships at IBM and Justin Copie, Owner and CEO at Innovative Solutions for a conversation on a new program from IBM Security, announced at AWS re:Invent 2023, aimed at service providers.

Their discussion covers:

An introduction from Nick Otto as Head of Global Strategic Partnerships at IBM and Justin Copie as Owner and CEO at Innovative Solutions
The partnerships between IBM, Innovative Solutions, and AWS
A look at the new IBM Security’s program for service providers to help accelerate their adoption of IBM security software
Innovative Solutions’ launch of a generative AI managed service, Managed Data Services (MDS), on top of AWS Bedrock, IBM Watson and Anthropic technologies to help with securely managing customer data

Learn more about IBM’s AI platform, watsonx, on the company’s website.

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On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Jim Anderson, CEO, Esam Elashmawi, Chief Strategy and Marketing Officer, and Steve Douglass, Chief Technology Officer at Lattice Semiconductor during the Lattice Developers Conference for a conversation on the key themes of the event, the latest announcements and more.

Their discussion covers:

Key themes of the Lattice Developers Conference event
Highlights of the announcements made by Lattice
How Lattice is partnering with NVIDIA with regard to AI
The innovations driving the latest Avant product releases and their application use cases
What Lattice is most excited about for the future

Learn more about the event on Lattice’s website.

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On this episode of The Six Five – On the Road, hosts Daniel Newman and Patrick Moorhead are joined by Cloudera’s Charles Sansbury, CEO and Luke Roquet, Senior Vice President of Marketing, at Cloudera Headquarters, for a discussion on how Cloudera has uniquely enabled their customers to solve problems around data management, helping to guide them in making impactful, transformative, disruptive business decisions with their data.

Their conversation covers:

What drove the decision behind Charles taking the position as Cloudera’s new CEO, and what he is most focused on delivering for their customers
The current trends on the horizon driving Cloudera’s growth
We discuss some of the challenges facing enterprises today in managing data across multiple environments, and where Cloudera is investing in order to meet those challenges
What Cloudera is doing to ensure they’re delivering on the opportunities of AI and Machine Learning

Cloudera, Enterprise AI, AI, Open Data Lakehouse, Data Management, The Six Five, The Six Five Webcast, Daniel Newman, Patrick Moorhead,

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On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Warren Barkley, Director, Product Management, Google Cloud AI for a conversation on Google’s decades of investments in research and AI, what innovating with Generative AI while maintaining standards of ethics and compliance looks like, and a glimpse into the future of AI from Google’s perspective.

Their discussion covers:

What uniquely positions Google Cloud to rise to the challenge and opportunity in front of Google today
The latest Generative AI innovations Google Cloud is bringing to enterprises today
What makes Google Cloud the partner of choice for enterprises embarking on their Generative AI journey
How Google is balancing the need to innovate and move fast, with the need to be responsible, secure, ethical, and compliant
A look ahead at the future of AI from Google’s perspective

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On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Gerrit Kazmaier, VP & GM, Google Cloud Data Analytics and Andi Gutmans, VP & GM, Google Cloud Databases for a conversation on Google Cloud Next, opportunities around Generative AI, and what makes Google’s approach to the data ecosystem unique.

Their discussion covers:

Reflections on some of the highlights and common trends surfacing in their discussions with customers at Google Cloud Next
The biggest data challenges Google is helping customers solve today
What role Google plays in supporting an open ecosystem
How Google is helping customers navigate through the changes in this fascinating period of disruption for some industries
What customers can expect from Google in 2024

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

Dell Tech Q2 2024 Earnings

https://twitter.com/PatrickMoorhead/status/1697368991759581260
https://twitter.com/danielnewmanUV/status/1697348088737010158
https://investors.delltechnologies.com/static-files/9a291f79-b86e-4ef2-9ad4-9b83cba26c8c

MongoDB Q2 2024 Earnings

https://twitter.com/danielnewmanUV/status/1697372858198933663
https://investors.mongodb.com/news-releases/news-release-details/mongodb-inc-announces-second-quarter-fiscal-2024-financial

Broadcom Q3 2023 Earnings

https://twitter.com/PatrickMoorhead/status/1697364164023361963
https://twitter.com/danielnewmanUV/status/1697349845047005336
https://www.cnbc.com/video/2023/09/01/broadcom-adoes-not-have-a-lot-of-costs-to-cuta-analyst-says.html
https://investors.broadcom.com/news-releases/news-release-details/broadcom-inc-announces-fourth-quarter-and-fiscal-year-2021

Elastic Q1 2024 Earnings

https://ir.elastic.co/news-events/press-releases/press-releases-details/2023/Elastic-Reports-First-Quarter-Fiscal-2024-Financial-Results/default.aspx
https://www.wallstreetzen.com/news/elastic-nv-estc-q1-2024-earnings-report-exceeds-expectations-driving-price-target-increase
https://s2.q4cdn.com/265747582/files/doc_financials/2024/q1/Q1FY24-Investor-Presentation.pdf

Huawei's Mystery P60 Smartphone

https://www.washingtonpost.com/technology/2023/09/02/huawei-raimondo-phone-chip-sanctions/
https://www.pcmag.com/news/what-us-sanctions-huawei-mate-60-pro-launches-with-korean-memory-chip
https://www.androidauthority.com/huawei-mate-60-pro-3358902/

Qualcomm IAA announcements; AWS-BMW Tie up

https://twitter.com/danielnewmanUV/status/1699081097487823111
https://twitter.com/danielnewmanUV/status/1699390097215353179
https://twitter.com/danielnewmanUV/status/1699390245970567450
https://www.cnbc.com/amp/2023/09/05/qualcomm-focuses-on-auto-and-ai-as-apple-business-faces-uncertainty.html
https://www.qualcomm.com/news/releases/2023/09/qualcomm-and-aws-commit-to-long-term-co-innovation-to-advance-th
https://press.aboutamazon.com/2023/9/the-bmw-group-selects-aws-to-power-next-generation-automated-driving-platform
https://twitter.com/danielnewmanUV/status/1699017029267693874
https://twitter.com/danielnewmanUV/status/1698699743424037180

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.

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

Google Cloud Next 2023

https://twitter.com/danielnewmanUV/status/1696569467126378561?s=20
https://twitter.com/PatrickMoorhead/status/1696965818729509138?t=S-01chmf0Py9m-ESYpVDgw&s=19
https://twitter.com/PatrickMoorhead/status/1696568895497269293?t=8_yYPg3C1AVoio5d7dno8g&s=19
https://twitter.com/PatrickMoorhead/status/1696564700853555704?t=f_M3n-FtTM9IXm_rfbLDnQ&s=19
https://twitter.com/PatrickMoorhead/status/1696560601810587891?t=5O6DeFQxw5Mt3JLbMIZHVw&s=19

Intel Habana 2 Leads on Hugging Face Visual Model?

https://twitter.com/danielnewmanUV/status/1696989509546856590?s=20
https://twitter.com/PatrickMoorhead/status/1696979764001780149?t=Gloov6KMe14HG8ebjld_Gw&s=19

Pure Storage Q2 2024 Earnings

https://twitter.com/danielnewmanUV/status/1696981977835163946?s=20
https://twitter.com/PatrickMoorhead/status/1697021401239310819?t=peH9DyKQ4e5816czGVEFbg&s=19

HP Inc Q3 2023 Earnings

https://twitter.com/danielnewmanUV/status/1696659692166992317?s=20
https://twitter.com/PatrickMoorhead/status/1696643431022633370?t=BWL9rEpB8wpDJMadVFGjtg&s=19

HPE Q3 2023 Earnings

https://twitter.com/danielnewmanUV/status/1696629058287870072?s=20
https://twitter.com/PatrickMoorhead/status/1696667013266186269?t=gdQfQjhUNvvosswr7E_dGw&s=19

Salesforce Q2 2024 Earnings

https://twitter.com/danielnewmanUV/status/1696979468072657252?s=20
https://twitter.com/PatrickMoorhead/status/1697010647731720603?t=5BKs0dPx380HwMHnbJ-Ayg&s=19

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.

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

NVIDIA Q2 2024 Earnings

https://twitter.com/PatrickMoorhead/status/1694446938517836011
https://twitter.com/danielnewmanUV/status/1694445526312185992
https://twitter.com/danielnewmanUV/status/1694457269793046609
https://www.cnbc.com/2023/08/23/nvidia-nvda-earnings-report-q2-2024.html

Zoom Q2 2024 Earnings

https://twitter.com/danielnewmanUV/status/1693736034670952942
https://investors.zoom.us/news-releases/news-release-details/zoom-video-communications-reports-financial-results-second-0

Marvell Q2 2024 Earnings

https://investor.marvell.com/2023-08-24-Marvell-Technology,-Inc-Reports-Second-Quarter-of-Fiscal-Year-2024-Financial-Results
https://www.prnewswire.com/news-releases/marvell-technology-inc-reports-second-quarter-of-fiscal-year-2024-financial-results-301909561.html

VMware Explore 2023

https://moorinsightsstrategy.com/research-notes/vmware-scales-up-its-ransomware-recovery-solution/
https://www.forbes.com/sites/moorinsights/2023/08/23/vmware-explore-2023-extends-into-cloud-networking-and-security/?sh=6ed0a2807546
https://twitter.com/PatrickMoorhead/status/1694030935443001431
https://twitter.com/PatrickMoorhead/status/1694027888289525898
https://twitter.com/PatrickMoorhead/status/1694026389526299024
https://twitter.com/PatrickMoorhead/status/1694020771390365978
https://twitter.com/PatrickMoorhead/status/1694403947140981243
https://twitter.com/PatrickMoorhead/status/1693662348651942023
https://twitter.com/danielnewmanUV/status/1694028321603109294
https://twitter.com/danielnewmanUV/status/1694026809552306625

Oracle Cloud Joins VMware Cloud Universal Program

https://www.oracle.com/news/announcement/oracle-cloud-infrastructure-joins-vmware-cloud-universal-program-2023-08-22/
https://blogs.vmware.com/cloud/2023/08/22/announcing-oracle-cloud-vmware-solution-joining-vmware-cloud-universal/?
https://www.vmware.com/products/cloud-universal.html

Arm Files F-1 in Front of IPO

https://twitter.com/PatrickMoorhead/status/1693772754880016823
https://twitter.com/danielnewmanUV/status/1694025311900614774
https://www.sec.gov/Archives/edgar/data/1973239/000119312523216983/d393891df1.htm
https://www.cnbc.com/2023/08/21/arm-ipo-what-it-means-for-ipo-market-softbank.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.

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On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Sergio Severo, President and General Manager, ISG, North America at Lenovo and Jim Francis, CTO, Houston Methodist, for a conversation on Lenovo’s partnership with Houston Methodist and the benefits of AI-driven technology in healthcare during VMWare Explore in Las Vegas.

Their discussion covers:

Lenovo’s role in supporting and driving efficiency in data management in the healthcare sector, and how that role has progressed since breaking into the healthcare industry
The challenges and/or burdens Houston Methodist experienced in the organization's data management processes, and how Lenovo’s solutions have helped
The opportunity that the adoption of Lenovo’s AI-ready solutions present in simplifying data management operations and supporting the overall healthcare system
How Lenovo’s technology supports improving cost efficiency and reducing burden on healthcare staff/patients, and how the benefits of AI-driven solutions manifest innovation and efficiency in the healthcare landscape
How Lenovo’s role in the healthcare sector might evolve in the next few years

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On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Robert Daigle, Director of Global AI Business and Blake Kerrigan, GM of Global ThinkEdge Business Group at Lenovo, for a conversation on Lenovo’s AI Innovator’s program, their AI investment, and how Lenovo’s solutions simplify and improve AI-adoption.

Their discussion covers:

What initiated Lenovo’s AI journey and how are Lenovo plans to stay ahead of the rapidly evolving AI competitor landscape
How Lenovo’s AI Innovators program has outperformed its initial expectations and how the program expects to grow over time
Why Ethical and Responsible AI is a primary focus area for Lenovo and what they are doing to ensure what they deliver is just that
Lenovo’s perspective on the recent challenges or pain points they’ve observed in the adoption of AI and how Lenovo’s new solutions uniquely simplify and improve AI adoption
The advantage of Lenovo’s edge portfolio in enabling AI-adoption and improving scalability at the edge

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On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Mike McDonough, Executive Director and GM, Software and Solutions at Lenovo for a conversation on AI-ready solutions during VMWare Explore in Las Vegas.

Their discussion covers:

How Lenovo considers the role of AI infrastructure and AI-ready solutions when improving business operations and driving innovation
The evolution of Lenovo’s partnership with VMWare and how the new AI offerings will support the delivery of critical data to enterprises and inform decision-making
Lenovo’s announcement of the new generative AI joint solution with VMware to deliver the most GPU-dense platform and how this new solution will enable next-generation AI workloads
Lenovo’s announcement of the first solutions from the joint Edge and Cloud Innovation Labs with VMware and the role these and future solutions driven by the Innovation Labs will have in serving new and existing customers

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On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Will Grannis, CTO of Google Cloud for a conversation on the latest from Google and Google Cloud, Generative AI and a preview of Google Cloud Next ‘23, happening later this month.

Their discussion covers:

What to watch for at Google Cloud Next ‘23, happening August 29-31st in San Francisco
An introduction to Will and his role, which sits between Customers and Technology
How this current chapter for Google and Google cloud is unfolding from the customer perspective: Why Google Cloud?
How Google Cloud is helping businesses take advantage of generative AI, from content generation and chat summarization, to building custom chat interfaces and digital assistants

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On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Chris Tobias, GM, Americas Technology Leadership/Global Platform ISV Account Team at Intel Corporation for a conversation during VMWare Explore in Las Vegas.

Their discussion covers:

The evolution in the industry of running everything on the core CPU to now using more specific accelerators and how impacts Intel’s strategy
Why Intel has chosen a cores and accelerator strategy for Xeon processors, and what workloads these accelerators address
Details on their AI accelerator, Intel AMX
How Intel AMX compares to a discrete GPU, as well as software and frameworks

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Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

Cisco Q4 2023 Earnings

https://twitter.com/PatrickMoorhead/status/1691908610639720781?s=20
https://twitter.com/danielnewmanUV/status/1691907333771702441?s=20
https://seekingalpha.com/article/4629099-cisco-systems-inc-csco-q4-2023-earnings-call-transcript

Lenovo Q1 2024 Earnings

https://www.reuters.com/technology/lenovo-revenue-falls-due-weak-pc-demand-2023-08-17/
https://investor.lenovo.com/en/financial/results/presentation_2324_q1.pdf

Intel-Tower Deal Off - What’s Next?

https://twitter.com/PatrickMoorhead/status/1692179942639796324?s=20
https://twitter.com/PatrickMoorhead/status/1691799506998726714?s=20
https://twitter.com/danielnewmanUV/status/1691898605588635720?s=20
https://towersemi.com/
https://money.cnn.com/2018/07/26/technology/qualcomm-nxp-merger-china/index.html

Synopsys Q3 2023 Earnings and New CEO

https://twitter.com/PatrickMoorhead/status/1691959371209576823?s=20
https://www.forbes.com/sites/patrickmoorhead/2023/08/17/synopsys-announces-record-quarter-raised-guidance-and-its-next-ceo/

Groq Chooses Samsung Over TSMC & IFS

https://twitter.com/PatrickMoorhead/status/1691511919323049986?s=20

What Does Amazon Device’s Dave Limp Exit Mean?

https://twitter.com/PatrickMoorhead/status/1691567219107328340?s=20
https://www.aboutamazon.com/news/company-news/a-team-update-from-dave-limp
https://www.aboutamazon.com/news/company-news/svp-dave-limp-to-retire-from-amazon

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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Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

NVIDIA Siggraph Announcements

https://nvidianews.nvidia.com/news/gh200-grace-hopper-superchip-with-hbm3e-memory
https://nvidianews.nvidia.com/news/nvidia-grace-hopper-superchips-designed-for-accelerated-generative-ai-enter-full-production
https://www.nextplatform.com/2023/05/29/nvidias-grace-hopper-hybrid-systems-bring-huge-memory-to-bear/
https://blogs.nvidia.com/blog/2023/08/08/siggraph-2023-special-address/

Zoom AI ToS Dust-up

https://www.axios.com/2023/08/09/zooms-terms-service-changes-ai-fears
https://blog.zoom.us/zooms-term-service-ai/
https://www.linkedin.com/posts/ericsyuan_given-that-many-friends-have-reached-out-activity-7094824287336861697-CGMy/?
https://futurumgroup.com/insights/zooms-changes-cause-confusion-on-when-data-is-used-to-train-ai/

GlobalFoundries Q2 2023 Earnings

https://investors.gf.com/static-files/b05a3486-4452-4455-94b6-ae8a3a8634e0
https://investors.gf.com/news-releases/news-release-details/globalfoundries-reports-second-quarter-2023-financial-results
https://futurumgroup.com/insights/globalfoundries-q2-robust-performance-in-the-face-of-macro-concerns/

Salesforce Bring Your Own Model

https://techcrunch.com/2023/08/04/salesforce-einstein-studio-lets-you-bring-your-own-model-starting-with-amazon-sagemaker/
https://www.forbes.com/sites/danielnewman/2023/08/10/salesforce-sees-its-ai-prospects-grow-with-einstein-studio-and-byom/
https://www.salesforce.com/news/stories/einstein-studio-ai-news/#:~:text=Salesforce

Groq Meta LLAMA-2 70B Param 100 tps Milestone

https://www.prnewswire.com/news-releases/groq-first-to-achieve-100-tokens-per-second-per-user-on-meta-ais-llama-2-70b-leading-all-artificial-intelligence-solutions-providers-in-inference-performance-301895968.html

Qualcomm Wins First All-Electric Cadillac SUV Design

https://www.qualcomm.com/news/releases/2023/08/snapdragon-digital-chassis-powers-2025-cadillac-escalade-iq--bri
https://media.cadillac.com/media/us/en/cadillac/home.detail.html/content/Pages/news/us/en/2023/aug/0809-escaladeiq.html
https://twitter.com/PatrickMoorhead/status/1689657227693391873?s=20

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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In this episode of The Six Five Connected with Diana Blass, our host covers the latest news on quantum technology. Excited about AI? Get ready because, with quantum technology, the possibilities are endless. That's according to Qubitekk's CTO, Duncan Earl, who led the installation of the quantum network in Chattanooga, TN, the United State's first commercial quantum network. It comes as nations rush to develop quantum solutions as world leaders realize the power that could come to those with the technology. Technology analyst Patrick Moorhead says it's an arms race to develop quantum solutions. Chattanooga has become the latest test bed.

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On this episode of The Six Five Insider, hosts Daniel Newman and Patrick Moorhead talk with Micron’s Ryan Baxter, Senior Director of Marketing about Micron’s Compute Express Link™ (CXL™) technology.

The conversation also covers:

An overview on the status of CXL
How the ecosystem is responding to CXL
Examples of early use cases that Micron sees will benefit from CXL
Insight into how CXL will help Large Language Models like ChatGPT

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Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

Amazon/AWS Earnings

https://ir.aboutamazon.com/news-release/news-release-details/2023/Amazon.com-Announces-Second-Quarter-Results/
https://twitter.com/danielnewmanUV/status/1687203529289781254?t=l3wJwXlSL88tGd3bruqYLQ&s=19

Apple Earnings

https://www.apple.com/newsroom/2023/08/apple-reports-third-quarter-results/
https://twitter.com/danielnewmanUV/status/1687206463054458880?t=XEROtfysXpHU_67tEyddJw&s=19

Qualcomm Earnings

https://twitter.com/PatrickMoorhead/status/1687155200958611471?t=Lh-nHuletfHXW0chUo04XA&s=19
https://twitter.com/danielnewmanUV/status/1686833328568336384?t=QuJNrunXE3Nu0n6Jpv7BaQ&s=19

AMD Earnings

https://ir.amd.com/news-events/press-releases/detail/1146/amd-reports-second-quarter-2023-financial-results
https://twitter.com/danielnewmanUV/status/1686481385014558720?t=4mBjaZetbIBroIIQOeB0gA&s=19

Zoom Perspectives 2023

https://twitter.com/danielnewmanUV/status/1687092585091993602?t=hZ85kTt7enKHKFa1XGGjgQ&s=19
https://twitter.com/danielnewmanUV/status/1686787449165430799?t=Ari5e1b5Nh7KZQZFFF6Ujw&s=19

Lattice Earnings

https://ir.latticesemi.com/news-releases/news-release-details/lattice-semiconductor-reports-second-quarter-2023-results
https://twitter.com/danielnewmanUV/status/1686107571931758594?t=GGfO9hFvWy3ltV_5ZTXVfA&s=19
https://seekingalpha.com/article/4622014-lattice-semiconductor-corporation-lscc-q2-2023-earnings-call-transcript

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.

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

Microsoft Earnings

https://twitter.com/danielnewmanUV/status/1683966709596577792?s=20

Qualcomm Runs the Table at Samsung Unpacked 2023

https://www.forbes.com/sites/patrickmoorhead/2023/07/26/samsung-unpacked-2023-years-of-persistence-leads-to-higher-degrees-of-fold-success/
https://www.qualcomm.com/news/releases/2023/07/snapdragon-powers-samsung-s-new-galaxy-lineup-globally

Google Earnings

https://twitter.com/danielnewmanUV/status/1684008978752368640?s=20

T-Mobile earnings; 4x CA 5G

https://www.t-mobile.com/news/network/t-mobile-revs-up-5g-with-four-carrier-aggregation
https://investor.t-mobile.com/events-and-presentations/events/event-details/2023/T-Mobile-Q2-2023-Earnings-Call/default.aspx

Intel Earnings & Ericsson 18A for IFS

https://www.intel.com/content/www/us/en/newsroom/news/intel-ericsson-expand-strategic-collaboration-5g-infrastructure.html

EU Investigates Adobe-Figma Deal

https://twitter.com/danielnewmanUV/status/1683860715671523331?s=20
https://twitter.com/PatrickMoorhead/status/1683722961029861376?s=20

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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On this episode of The Six Five Insider, hosts Daniel Newman and Patrick Moorhead welcome Mircon’s Girish Cherussery, Senior Director, Product Management for a conversation on High Bandwidth Memory (HBM) along with insight into the memory ecosystem.

Their discussion covers:

A deep dive into what High Bandwidth Memory (HBM) is and how its being used for today’s applications
How Micron is responding to the needs of the market and its customers
What is currently happening in the “memory ecosystem”
Girish gives us insight on what our viewers should keep an eye on in the market

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In a follow-up to the first episode that investigated the race to AI innovation playing out on the world stage, this episode of The Six Five Connected with Diana Blass dives into the copyright violations, data privacy issues and potential deception associated with AI-generated content. On this episode, you will:

Learn about the implications of the latest investigations and lawsuits with Kirk Sigmon.
Meet SWIPEBY, a company that has built a text-to-image solution using OpenAI and Stability AI to help small businesses compete with their larger peers.
Gain insights on the latest AI news, specifically Meta & Microsoft's announcement of LlAMA2, with analysis from The Six Five Five Co-Hosts Patrick Moorhead & Daniel Newman.

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On this episode of The Six Five – Insider Edition, hosts Daniel Newman and Patrick Moorhead welcome Cloudera’s Ram Venkatesh, CTO for a discussion on the importance of data in enabling Enterprise AI and the role of trust in ensuring AI success in navigating this rapid evolution of AI. This discussion addresses the business benefits of Cloudera’s Open Data Lakehouse and Data Fabric providing secure and governed solutions for all types of data across multiple clouds, enabling customers to trust their data and AI.

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Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

Oracle MySQL Heatwave Lakehouse GA

https://www.prnewswire.com/news-releases/oracle-announces-the-general-availability-of-mysql-heatwave-lakehouse-301881852.html
https://www.forbes.com/sites/moorinsights/2023/03/29/is-mysql-heatwave-oracles-killer-app-/?sh=28b239951606
https://www.linkedin.com/events/7080595565201289216/comments/

SAP Earnings

https://news.sap.com/2023/07/sap-announces-q2-2023-results/

IBM Earnings

https://twitter.com/danielnewmanUV/status/1681769222391885824?s=20
https://twitter.com/PatrickMoorhead/status/1681791557027123200?s=20

Microsoft Bing Search and Sales Copilot AIM

https://twitter.com/PatrickMoorhead/status/1681406729924296710?s=20
https://www.forbes.com/sites/moorinsights/2023/07/20/microsoft-puts-ai-chat-to-work-with-bing-chat-enterprise/

Lenovo Storage Announcement

https://news.lenovo.com/pressroom/press-releases/lenovo-unveils-new-data-management-solutions/

Broadcom CMA Approval

https://abcnews.go.com/Technology/wireStory/broadcoms-61-billion-vmware-purchase-wins-uk-competition-101483119

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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On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Splunk’s Ryan Kovar, Distinguished Security Strategist/SURGe Founder and Kirsty Paine, Field CTO, EMEA, live from .conf23 in Las Vegas.

Their discussion covers:

The top three security trends and issues that CISOs and security professionals are focusing on currently
How CISOs can communicate more effectively with their board, as their roles have becoming increasingly more important in their organization
What the hardest questions to answer are for security professionals
What the biggest mistakes and the best wins they are seeing from CISOs

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On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Splunk’s Juliana Vida, GVP, Chief Strategic Advisor, Public Sector live from .conf23 in Las Vegas.

Their discussion covers:

Juliana’s journey into IT and how that impacts her perspective as an industry leader today, as well as a look into her current role with Splunk
How the public sector has changed over the years regarding digital capabilities and the cyber landscape
Insights into how ransomware and other intrusions into government networks have impacted the public sector this year
What the Biden Administration’s National Cybersecurity Strategy Implementation Plan (NCSIP) means for our nation and organizations serving our government
Juliana shares her thoughts on strategic considerations for zero trust adoption, and whether partnerships between government and private companies could be the solution in helping address cybersecurity issues faster and more efficiently
What she perceives CIOs and other IT leaders should be prioritizing right now, to be most resilient

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On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Splunk’s Patrick Coughlin, VP Global Technical Sales and Matt Swan, Field CTO, Americas live from .conf23 in Las Vegas.

Their discussion covers:

Some background on both Patrick and Matt’s experience and how they came into their roles at Splunk
What kind of shared conclusions they have on how security and IT/observability intertwine to drive digital resilience for enterprises
Their takes on how CISOs, CTOs and CIOs should all be thinking about digital resilience
Why comprehensive visibility is so critical for both security and IT practitioners to be resilient, and how observability enhances incident response capabilities to reduce mean time in detecting and resolving security incidents

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On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Splunk’s CEO Gary Steele, Live from .conf23 in Las Vegas.

Their discussion covers:

What Gary is most excited about for this year’s event
The latest announcements from .conf23, including the strategic partnership with Microsoft, Splunk Edge Hub, and Splunk AI
What Gary has learned at the helm of Splunk as CEO since taking on the role
What the opportunities for growth are as enterprises seek to build digital resilience

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On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Splunk’s Petra Jenner, SVP and General Manager, EMEA, live from .conf23 in Las Vegas.

Their discussion covers:

The background on Petra’s role leading a dynamic region in EMEA, and what companies can do to create more resilient employees
What the tone of debate is around AI in EMEA and the difference in attitudes between the US and in the EMEA region
How AI can help employees to be more resilient
The topic of women in technology and the importance of diversity in the workplace, the state of play in this area at the moment, and her opinion on progress made as an industry

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On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Splunk’s Chief Cybersecurity Advisor Paul Kurtz, live from .conf23 in Las Vegas.

Their discussion covers:

What kind of lessons might we take from history to avoid “shiny object syndrome” around the latest AI boom
The kind of perspective organizations need to have as they devise a strategy around AI
The resources Paul recommends to help inform how leaders think about AI

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Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

Broadcom-VMware Deal Approved by EU

https://apnews.com/article/broadcom-vmware-european-union-antitrust-cloud-computing-f9958592c1db7963e30870ddf2b88c03
https://www.forbes.com/sites/patrickmoorhead/2023/01/25/are-the-eu-concerns-with-broadcoms-vmware-deal-justified/?sh=6278888c42e7
https://www.forbes.com/sites/patrickmoorhead/2022/11/28/is-it-time-to-start-giving-broadcoms-pending-acquisition-of-vmware-a-chance/?sh=717c8af32502
https://thesixfivesummit.com/speakers/hock-tan/
https://twitter.com/PatrickMoorhead/status/1679107151367733248?s=20
https://twitter.com/danielnewmanUV/status/1679091609697153024?s=20

China Plays Offense with Precious Metals

https://www.cnbc.com/2023/07/13/chinas-metal-curbs-could-encourage-supply-chain-diversification.html
https://www.cnbc.com/video/2023/06/16/micron-is-being-squeezed-between-the-u-s-and-chinas-20-year-conflict-analyst-patrick-moorhead.html
https://www.cnbc.com/video/2023/06/28/for-generative-a-i-china-absolutely-needs-access-to-global-semiconductors-says-patrick-moorhead.html
https://www.cnbc.com/video/2022/11/07/every-c-suite-person-i-talk-to-is-trying-to-get-out-of-china-says-moor-insights-strategys-patrick-moorhead.html

Microsoft-Activision Deal Approved with FTC Loss?

https://arstechnica.com/gaming/2023/07/ftc-appeal-in-microsoft-activision-case-shows-us-regulator-isnt-giving-up-yet/
https://twitter.com/PatrickMoorhead/status/1678908101259395075?s=20
https://twitter.com/danielnewmanUV/status/1678835109359943680?s=20

Adobe Data on Amazon Prime Day

https://www.cnbc.com/2023/07/13/amazon-prime-day-more-than-375-million-items-sold.html
https://twitter.com/danielnewmanUV/status/1679189844847624209?s=20

IBM Watsonx.ai and .data Goes GA

https://newsroom.ibm.com/IBM-watsonx-capabilities-are-now-available-to-help-meet-enterprises-AI-for-business-needs
https://www.forbes.com/sites/moorinsights/2023/07/07/ibm-watsonx-empowers-businesses-to-build-tune-and-deploy-reliable-generative-ai-models/
https://www.forbes.com/sites/patrickmoorhead/2023/05/25/ibm-shows-its-full-stack-generative-ai-offering-could-be-a-force-to-reckon-with/?sh=2c3a3df5aeae
https://twitter.com/danielnewmanUV/status/1678820757818970112?s=20
https://www.ibm.com/docs/en/watsonx?topic=overview-watsonx

Google Bard Goes Multilingual

https://techcrunch.com/2023/07/13/googles-bard-finally-lands-in-the-eu-now-supports-more-than-40-languages/

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.

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

US-China Chip Controls, NVIDIA

https://www.cnbc.com/video/2023/06/28/for-generative-a-i-china-absolutely-needs-access-to-global-semiconductors-says-patrick-moorhead.html
https://twitter.com/danielnewmanUV/status/1674554025960787968?s=20

Qualcomm Snapdragon 4 Gen2 for Entry Phones

https://hothardware.com/news/qualcomm-snapdragon-4-gen-2-big-upgrades-budget-phones
https://www.anandtech.com/show/18931/qualcomm-unveils-snapdragon-4-gen-2-modest-modernization-for-lowend-mobiles

Micron Earnings

https://www.cnbc.com/video/2023/06/28/for-generative-a-i-china-absolutely-needs-access-to-global-semiconductors-says-patrick-moorhead.html?__source=sharebar|twitter∥=sharebar

IBM Buys Apptio

https://www.forbes.com/sites/patrickmoorhead/2023/06/27/ibm-acquires-apptio-to-deliver-hybrid-multi-cloud-finops/
https://twitter.com/danielnewmanUV/status/1673306152824713218?s=20

Oracle Optimizes DB for Arm, Ampere; Larry Questions Intel?

https://www.reuters.com/technology/oracle-extends-its-flagship-database-amperes-computing-chips-2023-06-28/
https://www.crn.com/news/components-peripherals/oracle-bets-on-amd-ampere-cpus-ellison-says-intel-x86-architecture-is-reaching-its-limit-
https://blogs.oracle.com/database/post/announcing-oracle-database-19c-support-for-arm?source=:so:tw:or:awr:odb:::RC_WWMK220913P00038:&SC=:so:tw:or:awr:odb:::RC_WWMK220913P00038:&pcode=WWMK220913P00038

NVIDIA Snowflake

https://techcrunch.com/2023/06/27/snowflake-nvidia-partnership-could-make-it-easier-to-build-generative-ai-applications/
https://www.enterpriseai.news/2023/06/29/mlperf-training-3-0-showcases-llm-nvidia-dominates-intel-habana-also-impress/
https://twitter.com/PatrickMoorhead/status/1674427948332613635?s=20

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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Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

HPE Discover 2023

https://twitter.com/patrickmoorhead/status/1671566898868412417?s=61&t=ji5ZLWkVvgBe1Ix4aAxhzQ
https://twitter.com/patrickmoorhead/status/1671203783521751040?s=61&t=ji5ZLWkVvgBe1Ix4aAxhzQ
https://twitter.com/patrickmoorhead/status/1670775569875607553?s=61&t=ji5ZLWkVvgBe1Ix4aAxhzQ
https://twitter.com/danielnewmanUV/status/1671211216537268224?s=20

MongoDB Local NYC 2023

https://twitter.com/patrickmoorhead/status/1671882255340544001?s=61&t=ji5ZLWkVvgBe1Ix4aAxhzQ
https://twitter.com/danielnewmanUV/status/1671881389766250500?s=20

Oracle EU Sovereign Cloud

https://www.oracle.com/news/announcement/oracle-addresses-european-data-privacy-and-sovereignty-requirements-with-new-eu-sovereign-cloud-2023-06-20/

Adobe Earnings

https://futurumresearch.com/research-notes/adobe-revenue-for-q2-2023-rises-10-yoy-to-record-4-82-billion/
https://www.adobe.com/investor-relations.html

Intel Foundry Disclosures

https://www.intc.com/news-events/ir-calendar/detail/20230621-internal-foundry-model-investor-webinar

Oracle Generative AI Capabilities with Cohere

https://futurumresearch.com/research-notes/oracle-launches-enterprise-grade-oracle-generative-ai-services-with-cohere/

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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On this episode of The Six Five – On The Road Partner Edition, hosts Daniel Newman and Patrick Moorhead welcome Ada’s Mike Gozzo, Chief Product & Technology Officer, for a discussion during MongoDB’s .local NYC event.

Their discussion covers:

Mike shares Ada’s founding story and its mission
We discuss the ever-present topic of Generative AI
How the use of MongoDB’s platform came about in their organization and how Ada’s team is using the developer platform, within the FinTech market
Mike shares his advice for other C-level executives looking to incorporate generative AI into their strategy

Be sure to subscribe to The Six Five Webcast, so you never miss an episode.

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On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome MongoDB’s Sahir Azam, Chief Product Officer, for a discussion during MongoDB’s .local NYC event.

Their discussion covers:

An overview of MongoDB’s long term vision for Atlas, including the latest updates on Atlas Search
The value developers receive from using Vector Search through MongoDB Atlas Search
The capabilities Atlas Stream Processing, another big product update from MongoDB
Sahir shares some use cases for incorporating real-time analytical capabilities into applications and how MongoDB Atlas is addressing this trend

Be sure to subscribe to The Six Five Webcast, so you never miss an episode.

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On this episode of The Six Five – On The Road Partner Edition, hosts Daniel Newman and Patrick Moorhead welcome Citi’s Mayank Shah, Head of Cloud Engineering & Tech Fellow, for a discussion during MongoDB’s .local NYC event.

Their discussion covers:

A look at Citi’s partnership with MongoDB
How the use of MongoDB’s products benefits Citi’s business
Why MongoDB plays a pivotal role in the future of databases, and the future use-cases in their partnership
What Mayank sees trending in the industry with regard to “on prem” and cloud databases

Be sure to subscribe to The Six Five Webcast, so you never miss an episode.

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On this episode of The Six Five – On The Road Partner Edition, hosts Daniel Newman and Patrick Moorhead welcome Cisco’s Dev Bapat, Head of AI ML Data Products, and Yatish Joshi, Technical Leader for a discussion during MongoDB’s .local NYC event.

Their discussion covers:

The impacts driven by AI and Machine Learning for Cisco’s customers and partners
Yatish shares his insights on scalability and the requirements to meet Cisco’s existing and future demand
Dev shares his strategy for prioritizing with so many competing requirements and timelines
Yatish gives us perspective on how to balance a dynamic innovation roadmap with incoming customer requests

Be sure to subscribe to The Six Five Webcast, so you never miss an episode.

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On this episode of The Six Five – On The Road Partner Edition, hosts Daniel Newman and Patrick Moorhead welcome MongoDB’s Alan Chhabra, EVP Worldwide Partners, Wells Fargo’s Nadeem Kayani, EVP/CIO of Consumer Lending and Capgemini’s Arindam Choudhury, VP, Banking & Capital Markets, Head of Global Insights & Data.

Their discussion covers:

Insights into the innovations happening in the area of financial transactions
What Wells Fargo is focusing on to bring new features to improve the customer experience, save costs and modernizing for the future
How they’re prioritizing at the c-suite level where everything is important
How Capgemini is working with its partners to help their customers modernize and innovate within Financial Services
An overview of MongoDB’s announcement launching Atlas for Industries

Be sure to subscribe to The Six Five Webcast, so you never miss an episode.

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On this episode of The Six Five – On The Road Partner Edition, hosts Daniel Newman and Patrick Moorhead welcome One AI’s CEO, Amit Ben, for a discussion during MongoDB’s .local NYC event.

Their discussion covers:

Amit shares One AI’s founding story and its mission
We discuss how One AI is leveraging MongoDB’s developer data platform
Insight into the cloud platform on which One AI runs
Amit shares his reaction to the news of MongoDBs initiative with Google Cloud, to help developers build AI-powered apps

Be sure to subscribe to The Six Five Webcast, so you never miss an episode.

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On this episode of The Six Five – On The Road Partner Edition, hosts Daniel Newman and Patrick Moorhead welcome Globant’s Nico Avila, North America CTO for a discussion during MongoDB’s .local NYC event.

Their discussion covers:

How Globant is using AI internally and with clients across industries
Globant’s recent additions to its Studio Practices
How Nico sees enterprise tech continuing to change through the second half of 2023
Globant’s approach to upskilling and reskilling its global talent amidst the quickly evolving technology landscape

Be sure to subscribe to The Six Five Webcast, so you never miss an episode.

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On this episode of The Six Five On The Road, hosts Daniel Newman and Patrick Moorhead provide their analysis and opinion on the Opening Keynote at the MongoDB .local NYC event.

Analysis summary:

The future of data is hybrid and multi-cloud.
MongoDB is uniquely positioned to lead in this new era of AI & data.
The company is investing heavily in innovation, including new products and services, to help customers succeed in the hybrid cloud world.
MongoDB is committed to providing the best platform for the developer community and the C-suite, which is essential for success in the modern data landscape.

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

AMD Datacenter & AI Event

https://twitter.com/PatrickMoorhead/thread/1668666688185806867
https://twitter.com/PatrickMoorhead/status/1668687705335537673?s=20
https://twitter.com/danielnewmanUV/status/1668729938902409217?s=20
https://www.forbes.com/sites/patrickmoorhead/2023/06/14/amd-laid-the-groundwork-for-big-hyperscaler-ai-accelerator-play-in-the-future/?sh=62c880a449fe

Salesforce AI Day NYC

https://twitter.com/danielnewmanUV/status/1668312711061438479?s=20
https://twitter.com/danielnewmanUV/status/1668310433839689742?s=20

IBM Quantum Utility Breakthrough

https://www.forbes.com/sites/moorinsights/2023/06/14/ibms-latest-research-paper-signals-a-new-era-of-quantum-computing-is-here/
https://moorinsightsstrategy.com/mis-insider-podcast/mis-insider-podcast-the-utility-of-quantum-computing-today-with-dr-jay-gambetta-ibm-quantum/
https://twitter.com/PatrickMoorhead/status/1669031995614142474?s=20
https://newsroom.ibm.com/2023-06-14-IBM-Quantum-Computer-Demonstrates-Next-Step-Towards-Moving-Beyond-Classical-Supercomputing

Oracle Q1 Earnings

https://twitter.com/PatrickMoorhead/status/1668618709018214400?s=20
https://twitter.com/PatrickMoorhead/status/1668372339279515652?s=20
https://twitter.com/danielnewmanUV/status/1668379701469929489?s=20
https://twitter.com/danielnewmanUV/status/1668379701469929489?s=20

Lenovo AI Disclosures

https://news.lenovo.com/pressroom/press-releases/lenovo-brings-ai-to-data-with-comprehensive-portfolio/
https://insidehpc.com/2023/06/lenovo-reports-ai-infrastructure-revenue-exceeded-2b/

Microsoft Activision Deal Blocked in U.S.

https://www.reuters.com/legal/us-judge-temporarily-blocks-microsoft-acquisition-activision-2023-06-14/

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.

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

Cisco Live 2023

https://www.forbes.com/sites/patrickmoorhead/2023/06/07/cisco-systems-strives-to-bring-simplicity-to-hybrid-multicloud-networking-security-and-observability/

Google Cloud Executive Forum

https://twitter.com/danielnewmanUV/status/1666480221334409217?s=20
https://twitter.com/danielnewmanUV/status/1666487740240891904?s=20

Apple Vision Pro

https://www.apple.com/apple-vision-pro/
https://twitter.com/PatrickMoorhead/status/1665882137256656896?s=20
https://twitter.com/PatrickMoorhead/status/1665831113254907904?s=20
https://twitter.com/CNBCOvertime/status/1664741698637840384?s=20
https://t.co/MjEr3Whz37

Cloudera Observability Announcement

https://twitter.com/PatrickMoorhead/status/1666167289203527680?s=20
https://www.cloudera.com/about/news-and-blogs/press-releases/2023-06-06-cloudera-observability-optimizes-hybrid-cloud-costs.html
https://futurumresearch.com/research-notes/cloudera-announces-new-observability-solution/

Salesforce Senior Leadership Changes

https://www.nasdaq.com/articles/salesforce-ceo-shakes-up-top-ranks-hints-at-succession-plan-insider-0
https://twitter.com/danielnewmanUV/status/1666484718018400262?s=20
https://twitter.com/PatrickMoorhead/status/1666290142418710528?s=20
https://www.linkedin.com/in/arielkelman/
https://www.linkedin.com/in/miguelmilano/
https://www.salesforce.com/company/leadership/bios/bio-millham/

Six Five Summit 2023 Wrap Up

https://twitter.com/PatrickMoorhead/status/1666889036575965184?s=20
https://thesixfivesummit.com/

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.

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

Salesforce Q1 Earnings

https://twitter.com/danielnewmanUV/status/1664034762338516993?s=20
https://s23.q4cdn.com/574569502/files/doc_financials/2024/q1/CRM-Q1-FY24-Earnings-Presentation.pdf
https://www.marketwatch.com/story/salesforces-stock-slumps-as-earnings-show-tech-giant-is-no-longer-a-growth-software-company-48f0dc11

HPE Q2 Earnings

https://twitter.com/danielnewmanUV/status/1663652087438139393?s=20
https://investors.hpe.com/~/media/Files/H/HP-Enterprise-IR/documents/q2-2023/q2-2023-earnings-presentation.pdf
https://twitter.com/PatrickMoorhead/status/1664274975875006464?s=20

MongoDB Q1 Earnings

https://investors.mongodb.com/
https://twitter.com/danielnewmanUV/status/1664428166574747648?s=20

HP Q2 Earnings

https://twitter.com/danielnewmanUV/status/1663670030985478144?s=20
https://s2.q4cdn.com/602190090/files/doc_financials/2023/q2/Q223-HP-Inc-Earnings-Presentation.pdf
https://twitter.com/PatrickMoorhead/status/1664311049976266762?s=20

Pure Storage Q1 Earnings

https://twitter.com/danielnewmanUV/status/1664014316301869062?s=20
https://s21.q4cdn.com/687136699/files/doc_financials/2024/q1/PSTG-Q1-FY24-Earnings-Presentation.pdf
https://twitter.com/PatrickMoorhead/status/1664306483847221249?s=20

Broadcom Q2 Earnings

https://investors.broadcom.com/
https://investors.broadcom.com/news-releases/news-release-details/broadcom-inc-announces-second-quarter-fiscal-year-2023-financial
https://twitter.com/danielnewmanUV/status/1664426179175014408?s=20
https://twitter.com/PatrickMoorhead/status/1664624102190075904?s=20

Cisco Q3 Earnings

https://s2.q4cdn.com/951347115/files/doc_presentations/2023/05/Q3FY23-Earnings-Slides-1.pdf

Dell Technologies Q1 Earnings

https://investors.delltechnologies.com/
https://twitter.com/danielnewmanUV/status/1664373391724273664?s=20
https://investors.delltechnologies.com/news-releases/news-release-details/dell-technologies-delivers-first-quarter-fiscal-2024-financial
https://investors.delltechnologies.com/static-files/195c3ce8-cdb1-4e0a-ad49-0f7d3ccf017e
https://twitter.com/PatrickMoorhead/status/1664367394976923649?s=20

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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On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Dell Technologies' Sam Grocott, SVP of Product Marketing.

Their discussion covers:

Highlights of the Dell Tech World event announcements
What news from Dell Tech World stands out most for customers and press at the show
An overview of the new APEX Solutions and multicloud partnerships
Marketing trends at top of mind for the Dell Tech Marketing Team

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On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Dell Technologies’ Varun Chhabra, SVP, Product Marketing, Infrastructure Solutions Group & Telecom.

Their discussion covers:

Varun’s point of view on the rapid rise of Generative AI, and what’s real versus just hype
Varun shares the most interesting use cases of Generative AI he’s heard recently
We take a look at Project Helix
What other AI-centric partnerships Dell Technologies has coming in the future

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On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Dell Technologies’ Cassandra Garber, VP of ESG.

Their discussion covers:

An introduction to Cassandra and her team’s role within Dell Technologies
Cassandra shares Dell’s top focus-areas for ESG (Environmental, Social, Governance)
We learn more what Dell’s customers and partners are interested surrounding ESG
How ESG has shown up at the Dell Technologies World event this week

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On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Dell Technologies’ Mindy Cancila, VP, Corporate Strategy, Strategic Growth and Activation.

Their discussion covers:

Why Dell is well-positioned on their company ecosystem strategy
What the second half of 2023 holds for Dell, from a strategy perspective
Mindy shares what Dell’s biggest opportunities for growth are over the next 2-3 years
We explore whether cloud repatriation is just hype or real movement

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

SAP Sapphire 2023

https://news.sap.com/2023/05/sap-sapphire-future-proofed-business-age-of-ai/
https://news.sap.com/2023/05/sap-successfactors-helps-hr-solve-skills-gap-with-generative-ai/
https://news.sap.com/2023/05/sap-sapphire-orlando-keynote-customers-trust-sap/?amp=1

Dell Technologies World 2023

https://twitter.com/PatrickMoorhead/status/1660694029233975296?s=20
https://twitter.com/PatrickMoorhead/status/1661055691862478848?s=20
https://twitter.com/PatrickMoorhead/status/1660655045308817409?s=20
https://twitter.com/danielnewmanUV/status/1661126221651148809?s=20
https://twitter.com/danielnewmanUV/status/1661056157514088448?s=20
https://twitter.com/danielnewmanUV/status/1660695845862543361?s=20
https://futurumresearch.com/research-notes/dell-introduces-dell-nativeedge-an-edge-operations-software-platform-designed-to-help-simplify-secure-optimize-and-automate-edge-infrastructure-deployments/
https://futurumresearch.com/research-notes/dell-technologies-and-nvidia-launch-project-helix-for-on-prem-generative-ai/
https://futurumresearch.com/research-notes/dell-technologies-introduces-project-fort-zero-to-help-accelerate-and-simplify-zero-trust-adoption-at-dell-technologies-world-event/
https://futurumresearch.com/research-notes/dell-apex-platform-advancements-empower-customers-to-optimize-multicloud-strategies-and-streamline-it-operations/

Microsoft Build 2023

https://twitter.com/PatrickMoorhead/status/1660995939920941057?s=20
https://news.microsoft.com/build-2023-book-of-news/
https://twitter.com/danielnewmanUV/status/1661912844282265600?s=20
https://twitter.com/danielnewmanUV/status/1661879217548840960?s=20
https://twitter.com/danielnewmanUV/status/1661755277279121408?s=20
https://twitter.com/danielnewmanUV/status/1661497197798756355?s=20
https://twitter.com/danielnewmanUV/status/1661120240997269505?s=20

Nvidia Q1 Earnings

https://twitter.com/StreetSignsCNBC/status/1663052964070817792?s=20
https://twitter.com/danielnewmanUV/status/1661497197798756355?s=20
https://twitter.com/PatrickMoorhead/status/1661492733243195392?s=20
https://s201.q4cdn.com/141608511/files/doc_financials/2024/Q1FY24/Q1FY24-CFO-Commentary.pdf
https://twitter.com/danielnewmanUV/status/1661879217548840960?s=20
https://investor.nvidia.com/news/press-release-details/2023/NVIDIA-Announces-Financial-Results-for-First-Quarter-Fiscal-2024/default.aspx
https://s201.q4cdn.com/141608511/files/doc_financials/2024/Q1FY24/Rev_by_Mkt_Qtrly_Trend_Q124.pdf

Marvell Q1 Earnings

https://twitter.com/PatrickMoorhead/status/1661909835523440642?s=20
https://twitter.com/danielnewmanUV/status/1661879217548840960?s=20
https://twitter.com/StreetSignsCNBC/status/1663052964070817792?s=20
https://investor.marvell.com/2023-05-25-Marvell-Technology,-Inc-Reports-First-Quarter-of-Fiscal-Year-2024-Financial-Results
https://twitter.com/danielnewmanUV/status/1661897158264750080?s=20

Lenovo Q4 Earnings

https://www.google.com/search?q=lenovo+earnings&oq=lenovo+earnings&aqs=edge..69i57j0i512l6j0i390i650j69i64.4079j0j1&sourceid=chrome&ie=UTF-8
https://investor.lenovo.com/en/financial/results/press_2223_q4.pdf
https://doc.irasia.com/listco/hk/lenovo/annual/2023/res.pdf
https://investor.lenovo.com/en/financial/results/presentation_2223_q4.pdf

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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On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Dell Technologies' Ed Ward, President, Client Product Group.

Their discussion covers:

Ed gives us a look into his role with Dell Technologies
We discuss how Dell’s end-user portfolio has evolved to meet the needs of customers in today’s flexible work environment and what makes Dell different in its approach to the Future of Work
Ed shares insights into where Dell is doubling down in terms of innovation
How Dell is modernizing the customer journey with new offerings like Dell APEX, Managed Device Services, & PCaaS

Be sure to subscribe to The Six Five Webcast, so you never miss an episode.

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On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Doug Schmitt, President, Dell Technologies Services.

Their discussion covers:

Doug gives us a quick overview of Dell Technologies Services and shares some recent changes in the organization
We discuss what Dell is hearing from its customers on the global macroeconomic environment
Doug shares how Dell Technologies Services is responding to the changing priorities of its customers
How Dell is ensuring customers are getting maximum value from Services and what the organization is doing to meet future customer needs

Be sure to subscribe to The Six Five Webcast, so you never miss an episode.

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The Six Five – On The Road: Lattice Analyst & Investor Day

On this episode of The Six Five – On The Road host Daniel Newman is at Lattice Analyst & Investor Day in New York City. He sits down with Lattice Semiconductor’s President and CEO, Jim Anderson, along with Esam Elashmawi, Chief Strategy and Marketing Officer, and Sherri Luther, Chief Financial Officer for a conversation on the announcements that were made during the day. Their discussion covers:

● How Lattice has achieved multi-year growth success in terms of product and business strategy

● The current trend lines driving growth, particularly with AI and EdgeAI

● Long-term growth for the company, with a look into the expanding product portfolio Lattice has planned for the future

● Some key insights into Lattice’s capital allocation strategy and how its buyback program has performed for its shareholders

Be sure to subscribe to The Six Five Webcast, so you never miss an episode.

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On this episode of The Six Five Insider, hosts Daniel Newman and Patrick Moorhead welcome Dell Technologies' Adam Glick, Sr. Director of Portfolio Marketing for APEX and Multicloud.

Their discussion covers:

Key insights to the changes in cloud computing, particularly as businesses look for more tailored solutions
Dell’s belief that the future is multicloud, and how cost-savings are driving enterprises to reconsider their approach to cloud
The solutions Dell APEX is providing for customers as they look to operate in a multicloud by design environment
What to look forward to at this year’s upcoming Dell Technologies World event

Be sure to subscribe to The Six Five Webcast, so you never miss an episode.

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On this episode of The Six Five Insider, hosts Daniel Newman and Patrick Moorhead welcome IBM’s Rob Thomas, SVP and Director, Software and Chief Commercial Officer, along with Dr. Dario Gil, SVP and Director of Research.

Their discussion covers:

The dominating topic of AI and how it’s changing the way enterprise gets things done
How enterprise leaders and decision makers need to respond to the opportunities of AI
The transition from +AI to “AI-First” and how businesses can best utilize AI to transform how work gets done
IBM’s new strategy to helping enterprises become “AI-First” including an overview of its watsonx platform

Be sure to subscribe to The Six Five Webcast, so you never miss an episode.

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On this episode of The Six Five CXO, hosts Daniel Newman and Patrick Moorhead welcome IBM’s Kate Woolley, General Manager, IBM Ecosystem, VMWare’s Zia Yusuf, SVP Strategic Ecosystem and Industry Solutions, and Brian Mullaney, Chief Revenue Officer of CrushBank.

Their discussion covers:

An update on IBM’s Partner Plus program, along with key takeaways from the early days of the program
Insight on VMWare’s partnership with IBM and how the IBM Partner Program has brought value to the company and its clients
Details on the expansion to the IBM embeddable AI software portfolio, and how IBM is enabling the Ecosystem Partners using IBM AI technology
What’s next for AI and Crushbank, and how its partnership with IBM will evolve

Be sure to subscribe to The Six Five Webcast, so you never miss an episode.

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

IBM Think

https://twitter.com/danielnewmanUV/status/1656363542453317655?s=20
https://twitter.com/PatrickMoorhead/status/1655914799673356289?s=20
https://twitter.com/danielnewmanUV/status/1656361164035485711?s=20
https://twitter.com/PatrickMoorhead/status/1656304039599173633?s=20
https://twitter.com/danielnewmanUV/status/1655955338095480832?s=20
https://twitter.com/PatrickMoorhead/status/1656431110891646976?s=20
https://www.forbes.com/sites/moorinsights/2023/05/10/ibm-quantum-safe-technology-protects-data-from-encryption-busting-attacks-by-next-generation-quantum-computers/?sh=7d8e5e705764

Slack GPT

https://slack.com/blog/news/introducing-slack-gpt
https://futurumresearch.com/research-notes/salesforce-integrates-einstein-gpt-in-salesforce-sales-cloud-and-its-a-game-changer/

Google I/O

https://twitter.com/danielnewmanUV/status/1656399501463109632?s=20
https://twitter.com/PatrickMoorhead/status/1656399664399228931?s=20
https://twitter.com/danielnewmanUV/status/1656397512536621056?s=20

Tableau GPT

https://www.salesforce.com/uk/news/stories/tableau-einstein-gpt-user-insights/

GlobalFoundries Earnings

https://twitter.com/danielnewmanUV/status/1656447411378872320?s=20
https://futurumresearch.com/research-notes/globalfoundries-q1-2023-financials-meeting-macro-challenges-to-assure-profitable-path/

Luminar Earnings

https://twitter.com/danielnewmanUV/status/1656082204118720513?s=20

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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Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

AMD Earnings

https://twitter.com/PatrickMoorhead/status/1653568598034530305?s=20
https://twitter.com/danielnewmanUV/status/1653558901596381185?s=20
https://twitter.com/danielnewmanUV/status/1653494720843087873?s=20

Qualcomm Earnings

https://twitter.com/PatrickMoorhead/status/1653857965781204994?s=20
https://twitter.com/PatrickMoorhead/status/1653882673889259525?s=20
https://twitter.com/danielnewmanUV/status/1653864081919549441?s=20

Lattice Earnings

https://twitter.com/PatrickMoorhead/status/1653187417128534019?s=20
https://twitter.com/danielnewmanUV/status/1653144724126027776?s=20

Apple Earnings

https://twitter.com/PatrickMoorhead/status/1654227646262255616?s=20
https://twitter.com/danielnewmanUV/status/1654230339659915265?s=20
https://twitter.com/danielnewmanUV/status/1654224634445807617?s=20
https://twitter.com/danielnewmanUV/status/1653853967619686400?s=20

Austin Zoholics

Microsoft AI Announcements

https://blogs.microsoft.com/blog/2023/05/04/announcing-the-next-wave-of-ai-innovation-with-microsoft-bing-and-edge/

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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Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

Microsoft Earnings

https://twitter.com/PatrickMoorhead/status/1650958713644019821?s=20
https://twitter.com/TDANetwork/status/1651610247180550145?s=20

Amazon and AWS Earnings

Intel Earnings

https://twitter.com/danielnewmanUV/status/1651685973879582758?s=20

Google-Alphabet Earnings

https://twitter.com/TDANetwork/status/1651610247180550145?s=20
https://twitter.com/danielnewmanUV/status/1651253851637293057?s=20

T-Mobile Earnings

https://twitter.com/PatrickMoorhead/status/1651223395739086850?s=20

Microsoft CMA and the State of Regulation

https://twitter.com/danielnewmanUV/status/1651187119417708547?s=20

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 Six Five – In The Booth at RSA 2023 hosts Daniel Newman and Patrick Moorhead welcome Ray Harishankar, IBM Fellow, IBM Quantum Safe and Michael Osborne, CTO, IBM Quantum Safe and Security Research.

Their discussion covers:

• The concerns surrounding the future of data security and what it means to be “quantum-safe”

• IBM’s role in quantum security and addressing the current risks

• An overview of quantum-safe cryptography and how IBM is using this tech in its own solutions

• How IBM envisions governments and businesses using quantum-safe technology

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The Six Five – Insider Edition hosts Daniel Newman and Patrick Moorhead welcome Alan Trefler, Pegasystems Founder & CEO.

Their discussion covers:

The autonomous enterprise’s ability to combine people and tech to deliver benefits to businesses and customers
Unique value proposition of Pega’s unifying AI-powered engine
Business value of automation powered by AI
Insights on Pega’s upcoming event, PegaWorld iNspire in June

If you are interested in attending PegaWorld, register here: https://www.pega.com/events/pegaworld

#PegaWorld #sixfivewebcast #sixfiveinthebooth #AI #PegaWorld #automation #autonomousenterprise

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 Six Five – In The Booth for RSA 2023, Patrick Moorhead and Daniel Newman welcome Christopher Meenan, VP of Product Management, Threat Detection and Response at IBM.

Their discussion covers:

How the evolvement of AI will be more powerful and efficient, leading to a major impact on IBM's product strategy
IBM is embracing the future of innovation in the security space by investing in new technologies and partnerships
IBM's core principles of trust, transparency, and innovation are helping drive security across their portfolio
How essential open and interoperable technology/tools are to IBM's security strategy

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

IBM Earnings

https://twitter.com/PatrickMoorhead/status/1648786133432651781?s=20
https://www.linkedin.com/posts/patmoorhead_ibm-releases-first-quarter-results-activity-7054830351612821504-eG0u?utm_source=share&utm_medium=member_desktop

Broadcom Announces Jericho3-AI

https://www.broadcom.com/products/ethernet-connectivity/switching/stratadnx/bcm88890
https://www.servethehome.com/broadcom-jericho3-ai-ethernet-switch-launched-saying-nvidia-infiniband-is-bad-for-ai/

Oracle HCM/SCM AI and Automation Updates

https://www-cio-com.cdn.ampproject.org/c/s/www.cio.com/article/474472/oracle-adds-ai-automation-capabilities-to-scm-hcm-fusion-apps.html/amp/

Microsoft Getting Default Samsung Galaxy Search?

https://www.businessinsider.com/microsoft-should-pay-to-replace-google-search-on-samsung-phones-2023-4

Infoblox Combines DNS Networking and Security

https://www.infoblox.com/company/news-events/press-releases/infoblox-leads-the-industry-to-unite-networking-and-security-teams-to-better-protect-against-cyber-attacks/
https://insights.infoblox.com/resources-infographics/infoblox-infographic-2023-global-state-of-cybersecurity-study#page=1
https://www.infoblox.com/products/bloxone-threat-defense/

SAP Earnings

https://twitter.com/SAPInvestor/status/1649284530677727233?s=20
https://www.sap.com/investors/en/why-invest/recent-results.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.

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On this episode of The Six Five – On The Road hosts Daniel Newman and Patrick Moorhead welcome Santiago Giraldo, Senior Director of Product Marketing for Cloudera, and Carolyn Duby, Field CTO and Cybersecurity GTM Lead for Cloudera.

Their discussion covers:

Data in Motion risks: security, compliance, reliability, and cost
Data management risk mitigation in digital transformation
How Cloudera assists in getting the maximum value out of your data
Security trends driving Cloudera growth: cloud adoption, data privacy regulations, and cyberattacks
Cloudera's open and interoperable toolset strategy

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

Intel’s IFS and Arm Collaborate on 18A

https://twitter.com/PatrickMoorhead/status/1646204720095150106?s=20
https://www.intel.com/content/www/us/en/newsroom/news/intel-foundry-arm-announce-multigeneration-collaboration-leading-edge-soc-design.html

EU Issues Broadcom Statement of Objections Over VMware

https://ec.europa.eu/commission/presscorner/detail/en/ip_23_2146
https://www.marketwatch.com/story/eu-delivers-statement-of-objections-over-broadcom-s-61-billion-planned-takeover-of-vmware-a0e2db56
https://www.forbes.com/sites/patrickmoorhead/2023/01/25/are-the-eu-concerns-with-broadcoms-vmware-deal-justified/?sh=3eb312442e71
https://twitter.com/danielnewmanUV/status/1646577551425372173?s=20

Luminar Completes Bring-up of Mexico Plant

https://www.forbes.com/sites/patrickmoorhead/2023/04/13/luminar-proves-the-pundits-wrong-with-successful-bring-up-of-mexico-plant/?sh=7be24b785d8d

Groq Day

https://twitter.com/danielnewmanUV/status/1646582534518571031?s=20

AWS Shows Its Generative AI Hand

https://twitter.com/PatrickMoorhead/status/1646526557429833735?s=20
https://www.linkedin.com/posts/patmoorhead_announcing-new-tools-for-building-with-generative-activity-7052292428979974144-JVwa
https://twitter.com/danielnewmanUV/status/1646512007309590529?s=20
https://aws.amazon.com/blogs/machine-learning/announcing-new-tools-for-building-with-generative-ai-on-aws/

Apple Mac Sales Declines

https://twitter.com/PatrickMoorhead/status/1645855863943438336?s=20
https://twitter.com/danielnewmanUV/status/1645617372789723146?s=20
https://www.canalys.com/newsroom/global-pc-market-q1-2023

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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Audio: Explicit

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

HPE Storage Day

https://twitter.com/PatrickMoorhead/status/1643299409046777857?s=20
https://twitter.com/danielnewmanUV/status/1643349288511057924?s=20

Google, NVIDIA, Qualcomm Spar on AI Domination

https://www.cnbc.com/2023/04/05/google-reveals-its-newest-ai-supercomputer-claims-it-beats-nvidia-.html
https://twitter.com/PatrickMoorhead/status/1643792415457783808?s=20

IBM Z Goes Rack Mount

https://twitter.com/PatrickMoorhead/status/1643292276800512015?s=20

Italy Bans OpenAI

https://apnews.com/article/chatgpt-openai-data-privacy-italy-1e3f070ca86ec234cae4d08ac8443879
https://futurumresearch.com/research-notes/italy-dpa-announces-ban-of-openais-chatgpt-will-other-eu-countries-follow-suit/

Dell Announces Qualcomm-Based Laptop

https://futurumresearch.com/research-notes/dells-first-windows-on-arm-architecture-laptop-is-using-the-qualcomm-snapdragon-8cx-gen-2-soc/

Intel Announces 13th Gen vPro

https://futurumresearch.com/research-notes/intel-announces-vpro-platform-with-13th-gen-processors/

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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On this episode of The Six Five – Insider Edition, hosts Daniel Newman and Patrick Moorhead sit down with Senior Vice President and GM of Broadcom Inc., Ram Velaga.

Their discussion covers:

Broadcom’s history of successfully integrating new acquisitions into their portfolio
The importance of innovation paired with execution
Broadcom’s industry-leading portfolio of new innovations
How Broadcom is helping to push the ecosystem
The impact Broadcom has had in the market

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

Musk Call to End AI

https://www.forbes.com/sites/qai/2023/03/30/as-elon-musk-calls-for-a-pause-on-ai-development-will-the-ai-wars-reach-a-temporary-truce/?sh=73c87f1f7ddc

HP Amplify Event

https://twitter.com/PatrickMoorhead/status/1641073662169161729?s=20
https://twitter.com/danielnewmanUV/status/1641072794564808705?s=20
https://twitter.com/PatrickMoorhead/status/1641073662169161729?s=20

Intel DCAI Day

https://twitter.com/danielnewmanUV/status/1641456699021164544?s=20
https://twitter.com/danielnewmanUV/status/1641222350493368323?s=20

Luminar Investor Letter

https://www.cnbc.com/2023/03/24/luminar-cfo-defends-pricing-revenue.html

Alibaba Big Split

https://www.msn.com/en-us/money/companies/alibaba-to-split-into-6-units-and-explore-ipos-shares-up-14-in-the-us/ar-AA19a6NF

Google Data Cloud and AI Summit

https://venturebeat.com/ai/google-advances-alloydb-bigquery-at-data-cloud-and-ai-summit/

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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On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Delio Amato, Group Chief Architect Officer at Geodis, a Cloudera customer.

Their discussion covers:

• Navigating the complex IT landscape requires addressing big challenges

• The ability for customers to process data, improving efficiency and accuracy

• Cloudera's platform provides customers with end-to-end visibility, simplifying data management even in complex scenarios

• Global coverage and compliance with diverse data privacy and storage regulations with CDP

• Acceleration of innovation, providing Geodis with a critical competitive edge

Be sure to subscribe to The Six Five, so you never miss an episode.

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Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

NVIDIA GTC

https://twitter.com/PatrickMoorhead/status/1638582414669750285?s=20
https://twitter.com/StreetSignsCNBC/status/1638383041084108800?s=20
https://twitter.com/PatrickMoorhead/status/1638232261249081367?s=20
NVIDIA to Bring AI to Every Industry, CEO Says
https://twitter.com/danielnewmanUV/status/1638598747218403328?s=20
https://twitter.com/danielnewmanUV/status/1638597733958422528?s=20

SAP Datasphere

https://news.sap.com/2023/03/sap-datasphere-power-of-business-data/
https://www.techtarget.com/searchsap/news/365532200/New-SAP-Datasphere-looks-to-build-a-business-data-fabric

Intel Org Changes

https://twitter.com/PatrickMoorhead/status/1638568480717807618?s=20
https://www.intel.com/content/www/us/en/newsroom/news/ifs-march-2023-news.html?
https://twitter.com/PGelsinger/status/1638234519647174657?s=20

Bing Image Creator

https://twitter.com/PatrickMoorhead/status/1638909588761133060?s=20
https://blogs.microsoft.com/blog/2023/03/21/create-images-with-your-words-bing-image-creator-comes-to-the-new-bing/
https://www.bing.com/create

HPE Acquires OpsRamp

https://www.hpe.com/us/en/newsroom/press-release/2023/03/hewlett-packard-enterprise-to-acquire-opsramp-advancing-hybrid-cloud-leadership-and-expanding-hpe-greenlake-into-it-operations-management.html
https://futurumresearch.com/research-notes/hpe-acquires-opsramp-to-ramp-up-hpe-greenlake-itom-capabilities/

UK Concerned with Broadcom-VMWare Deal

https://www.forbes.com/sites/patrickmoorhead/2023/01/25/are-the-eu-concerns-with-broadcoms-vmware-deal-justified/?sh=eb1953f42e71
https://techcrunch.com/2023/03/22/uk-competition-authority-is-concerned-about-the-61b-broadcom-vmware-deal/?
https://twitter.com/danielnewmanUV/status/1638537764831653889?s=20

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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On this episode of The Six Five – In the Booth, hosts Daniel Newman and Patrick Moorhead welcome Jonathan Seckler, Senior Director, Product Marketing for Dell Technologies.

Their discussion covers:

Dell and NIVIDIA’s partnership announcements at GTC this week
How Dell and NVIDIA, in collaboration, can solve key critical issues with AI
The applications and use cases that will benefit from AI and GPUs
How customers can gain an edge in the race to support generative AI

Be sure to subscribe to The Six Five Webcast so you never miss an episode.

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

Google Goes Generative AI for Enterprises

https://twitter.com/PatrickMoorhead/status/1635657225183084545?s=20
https://twitter.com/danielnewmanUV/status/1635675120638279681?s=20

Salesforce Goes GPT

https://twitter.com/PatrickMoorhead/status/1633120294259904513?s=20
https://futurumresearch.com/research-notes/salesforce-introduces-contact-center-for-communications-with-analytics-ai-and-automation-solutions-for-service-providers/

Lenovo Storage Announcements

https://twitter.com/PatrickMoorhead/status/1636022826661556230?s=20

Groq Goes LLaMa

https://www.reuters.com/technology/groq-adapts-metas-chatbot-its-own-chips-race-against-nvidia-2023-03-09/

T-Mobile Buys Mint, Plum, Ultra

https://twitter.com/PatrickMoorhead/status/1636005872756293632?s=20
https://twitter.com/danielnewmanUV/status/1636060182752157704?s=20
https://twitter.com/WillTownTech/status/1636144720073089025?s=20
https://futurumresearch.com/research-notes/t-mobile-to-acquire-and-turbocharge-mint-mobile-and-ultra-mobile-and-yes-reynolds-will-stay-around/

Microsoft Announces Copilot for Microsoft 365

https://www.forbes.com/sites/patrickmoorhead/2023/03/16/microsoft-introduces-ai-copilot-for-the-microsoft-365-suite-for-billions-of-productivity-users/
https://twitter.com/danielnewmanUV/status/1636455186523897858?s=20
https://www.forbes.com/sites/danielnewman/2023/03/14/exploring-the-ins-and-outs-of-the-generative-ai-boom/?sh=2b05dda72863
https://twitter.com/danielnewmanUV/status/1636454295167205376?s=20

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.

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

Luminar Day Announcements

https://twitter.com/PatrickMoorhead/status/1630651109067960320?s=20
https://www.luminartech.com/updates/day2023

Plus & Nikola Truck Safety Announcement

https://www.forbes.com/sites/patrickmoorhead/2023/03/08/plusai-selected-by-nikola-for-truck-safety-systems/?sh=3912e3a727bd
https://futurumresearch.com/research-notes/plusdrive-safety-technology-to-be-added-to-nikola-class-8-trucks-by-2024/
https://www.prnewswire.com/news-releases/nikola-to-be-first-us-truck-manufacturer-to-add-plusdrive-next-generation-safety-system-to-class-8-electric-trucks-301752794.html

Dynamics 365 Viva Sales Goes GPT

https://twitter.com/PatrickMoorhead/status/1633227372236341254?s=20
https://futurumresearch.com/research-notes/microsoft-introduces-dynamics-365-copilot-adding-to-ai-fervor/

MongoDB Earnings

https://twitter.com/PatrickMoorhead/status/1634199852941815809?s=20

Marvell Earnings

https://futurumresearch.com/research-notes/marvell-fiscal-q4-2023-cloud-led-data-center-revenue-flourishes/
https://investor.marvell.com/2023-03-02-Marvell-Technology,-Inc-Reports-Fourth-Quarter-and-Fiscal-Year-2023-Financial-Results

Oracle Earnings

https://twitter.com/danielnewmanUV/status/1633946404421861377?s=20
https://twitter.com/danielnewmanUV/status/1633876174068645913?s=20
https://twitter.com/PatrickMoorhead/status/1634203117142134785?s=20

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.

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

MWC 2023 Themes

https://www.forbes.com/sites/moorinsights/2023/03/03/mobile-world-congress-barcelona-2023-delivers-the-5goods/
https://www.forbes.com/sites/moorinsights/2023/03/07/xr-and-spatial-computing-were-everywhere-at-mwc-2023/
https://www.rcrwireless.com/20230227/5g/major-telcos-move-to-open-network-apis-to-developers-to-drive-innovation-revenues

Nokia Rebranding

https://twitter.com/PatrickMoorhead/status/1629850067099320320?s=19
https://twitter.com/PatrickMoorhead/status/1629827898424041472?s=19
https://twitter.com/danielnewmanUV/status/1629832214438395904?s=20

HPE Earnings

https://investors.hpe.com/financial/quarterly-results
https://twitter.com/danielnewmanUV/status/1631424055076110336?s=19
https://futurumresearch.com/research-notes/hpe-revenue-hits-7-8b-in-q1-2023-beating-analyst-estimates/

Pure Storage Earnings

https://investor.purestorage.com/news-and-events/press-releases/press-release-details/2023/Pure-Storage-Announces-Fiscal-Fourth-Quarter-and-Full-Year-2023-Financial-Results/default.aspx
https://twitter.com/danielnewmanUV/status/1631051038215090180?s=19
https://investor.purestorage.com/news-and-events/press-releases/press-release-details/2023/Pure-Storage-Ushers-in-the-New-Era-of-Unstructured-Data-Storage-with-FlashBladeE/default.aspx
https://futurumresearch.com/research-notes/pure-storage-announces-q4-and-fy-2023-results-data-storage-portfolio-innovations-help-drive-performance-beat/

Dell Tech Earnings

https://investors.delltechnologies.com/financial-information/quarterly-results
https://investors.delltechnologies.com/static-files/639f43ed-69c9-421a-a97f-26623d5d598a
https://twitter.com/danielnewmanUV/status/1631422599073759234?s=19
https://twitter.com/danielnewmanUV/status/1631404979305996288?s=19
https://futurumresearch.com/research-notes/dell-q4-revenue-dips-11-as-fy2023-revenue-hits-record-102-3b/
https://www.canalys.com/newsroom/global-pc-market-Q4-2022

HP Earnings

https://investor.hp.com/events/event-details/2023/Q1-2023-HP-Inc-Earnings-Conference-Call/default.aspx
https://s2.q4cdn.com/602190090/files/doc_financials/2023/q1/Q123-HP-Inc.-Earnings-Presentation.pdf
https://www.marketwatch.com/story/hp-holiday-earnings-chopped-in-half-ceo-says-we-continue-to-see-a-slowdown-in-pc-sales-ff9631f9
https://www.canalys.com/newsroom/global-pc-market-Q4-2022

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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On this episode of The Six Five – CXO, hosts Daniel Newman and Patrick Moorhead sit down with Micron’s Chris Moore, Vice President of Marketing, Mobile Business Unit, and Ziad Asghar, Vice President of Product Management for Qualcomm.

Their discussion covers:

The history of their partnership and collaboration
Why SoC, memory, and storage play a pivotal role in the future of next gen mobile experiences
The recent launch of Qualcomm’s flagship chipset
How they are enabling innovations for the future of mobile, including smartphone form factors
What’s ahead for the dynamic duo

Be sure to subscribe to The Six Five Webcast, so you never miss an episode.

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On this episode of The Six Five – In the Booth, hosts Daniel Newman and Patrick Moorhead welcome Masum Mir, SVP/GM Cisco Networking: Provider Mobility.

Their discussion covers:

Cisco’s MWC announcements
Industrial Transformation Powered by Mass-scale IoT, and how IoT is transforming the world
Cisco’s CSP Success Model with Cisco Platform Approach
Key partners in their success
The future for Cisco

Be sure to subscribe to The Six Five Webcast, so you never miss an episode.

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On this episode of The Six Five – CXO, hosts Daniel Newman and Patrick Moorhead sit down with Sameer Vuyyuru Head of Worldwide Biz Dev & Telco Industry for AWS, and Anand Chandrasekher, Co-Founder and CEO of Aira Technologies.

Their discussion covers:

How their partnership is committed to solving complex challenges in the industry through collaboration with companies of all size and scale
AWS’s leadership in sustainability
How running workloads on AWS helps accelerate innovation, and deliver greater value to end customers
Aira’s leadership in the application of machine learning to wireless
How Aira is demonstrating that machine learning can deliver fundamental improvements in energy efficiency and performance in cellular networks

Be sure to subscribe to The Six Five Webcast, so you never miss an episode.

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On this episode of The Six Five –Insider Edition, hosts Daniel Newman and Patrick Moorhead sit down with Qualcomm CEO Cristiano Amon.

Their discussion covers:

An overview of Qualcomm’s on AI and utilization
The benefit of running AI at the edge
Qualcomm’s use case examples of the power of AI
The potential power of bringing AI to the PC
AI at the device, edge, and datacenter

Be sure to subscribe to The Six Five Webcast, so you never miss an episode.

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On this episode of The Six Five –Insider Edition, hosts Daniel Newman and Patrick Moorhead sit down with Micron’s Mark Montierth, Corporate Vice President & General Manager, Mobile Business Unit.

Their discussion covers:

Why end users should think about memory and storage when purchasing a new phone
What unique differentiators and value Micron brings to memory/storage and the mobile ecosystem
Micron mobile’s latest technology and ecosystem accomplishments
Mark’s predictions of future mobile use and innovation
What to expect for broader semiconductor innovation

Be sure to subscribe to The Six Five Webcast, so you never miss an episode.

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On this episode of The Six Five – In the Booth, hosts Daniel Newman and Patrick Moorhead welcome Yossi Cohen, COO North America at Ericsson.

Their discussion covers:

The mechanics of Ericsson’s 5G monetization and revenue growth
How their Vonage acquisition is allowing developers to leverage 5G capabilities
How Ericsson is optimizing cloud-based networks and RAN without compromising on power or performance
The next steps in network evolution

It’s a stimulating conversation, and one you won’t want to miss.

Be sure to subscribe to The Six Five Webcast, so you never miss an episode.

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On this episode of The Six Five – CXO, hosts Daniel Newman and Patrick Moorhead welcome Andrew Coward, IBM General Manager, Software Defined Networking and Pasi Toivanen, Senior VP Mobile Networks at Nokia.

Their discussion covers:

IBM’s newest private 5G managed offering done in collaboration with Nokia
The benefits of private 5G for enterprises
CSPs’ utilization of leveraging 5G connectivity and what it means for the enterprise
IBM’s and Nokia’s lasting partnership
What’s ahead for their collaboration

Be sure to subscribe to The Six Five Webcast, so you never miss an episode.

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On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Rob Bearden, CEO of Cloudera.

Their discussion covers:

• The cloud migration of Cloudera’s customer base and the growth they have experienced

• Cloudera’s data platform’s high visibility and strong analytics provided for complex data sets

• How Cloudera’s data fabric supplies companies with a cost-effective, consolidated view

• Cloudera’s grasp on the competitive hybrid multi-cloud market, and how they see the future competition

Be sure to subscribe to The Six Five Webcast, so you never miss an episode.

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On this episode of The Six Five – In the Booth, hosts Daniel Newman and Patrick Moorhead welcome Shaun McCarthy, President of North America Sales, and Ricky Corker, Chief Customer Experience Officer at Nokia.

Their discussion covers:

Nokia’s refreshed tech,corporate strategies, and rebrand
Their customers’ impressions
What moves Nokia is making in the enterprise
The kinds of exciting opportunities the metaverse creates for Nokia and its customers
What’s in store for Team Nokia

It’s a great conversation, and one you won’t want to miss.

Be sure to subscribe to The Six Five Webcast, so you never miss an episode.

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On this episode of The Six Five – In the Booth, hosts Daniel Newman and Patrick Moorhead welcome Raghib Hussain, President of Marvell Technologies, and Ari Kynaslahti, VP, CTO, and Head of Strategy and Technology Mobile Networks at Nokia.

Their discussion covers:

Marvell’s new OCTEON 10 Fusion chip and how Nokia is leveraging it
A look into Marvell’s strategy of optimized processing
The versatility and optimization of the OCTEON 10 technology for Open RAN
How Marvell’s technology is advancing and expanding Open RAN
What to watch for in the future of cloud deployments and 5G

Be sure to subscribe to The Six Five Webcast, so you never miss an episode.

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On this episode of The Six Five – CXO, hosts Daniel Newman and Patrick Moorhead welcome Sachin Katti, SVP and GM of the Network and Edge Group at Intel, Martin Lund, SVP of Telco, Ops and Private 5G at Microsoft, and Tareq Amin, CEO and CTO of Rakuten Mobile/Rakuten Symphony, Inc

Their discussion covers:

Focusing network upgrades toward performance, energy efficiency, and flexibility of choice
Catalyzing virtualization with their ecosystem partners
Streamlining network upgrades, while driving down platform complexity and cost
The factors that contribute to the complexity of service delivery
How Intel is helping operators navigate their cloud-native journeys, both modernizing and monetizing their networks

It’s a great conversation, and one you won’t want to miss.

Be sure to subscribe to The Six Five Webcast, so you never miss an episode.

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On this episode of The Six Five – In the Booth, hosts Daniel Newman and Patrick Moorhead welcome Fabio Cerone, Managing Director for the AWS Telco Industry in EMEA, and Mark Düsener, Executive Vice President Mobile Network & Services at Swisscom.

Their discussion covers:

How Swisscom is embracing the cloud, going from telco to tech-co
Swisscom’s work with Ericsson test running its 5GC on AWS
The considerations and benefits of a cloud-native 5GC, such as guaranteed high speed, flexibility, and power efficiency
How this collaboration fits into Swisscom’s vision for their network, and the value it can help them bring to their customers
Common misconceptions about moving network workloads to the cloud

It’s a stimulating conversation, and one you won’t want to miss.

Be sure to subscribe to The Six Five Webcast, so you never miss an episode.

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On this episode of The Six Five – CXO, hosts Daniel Newman and Patrick Moorhead welcome Lory Thorpe, Partner, IBM Consulting, and Luke Ibbetson, Head of Group R&D, Vodafone.

Their discussion covers:

The current state of quantum and its role in telco
What quantum-safe cryptography is and how organizations should start to implement it
How future, cryptographically relevant quantum computers affect the security of the telecom industry
The opportunities and risks involved
The purpose and objectives of the Post Quantum Telco Network Taskforce

It’s a stimulating conversation, and one you won’t want to miss.

Be sure to subscribe to The Six Five Webcast, so you never miss an episode.

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On this episode of The Six Five – CXO, hosts Daniel Newman and Patrick Moorhead welcome John Granger, Senior Vice President of IBM Consulting and K.C. Choi, Corporate EVP & Head of Group & Global Mobile B2B Team at Samsung Electronics.

Their discussion covers:

The motivation behind IBM’s and Samsung’s strategic partnership
The focus of their enterprise mobility solutions
The multitude of unique products their collaboration enables
What’s in store for the future of the partnership

Be sure to subscribe to The Six Five Webcast, so you never miss an episode.

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

Lenovo Opens Security Center in Israel

https://www.forbes.com/sites/patrickmoorhead/2023/02/23/lenovo-establishes-new-cybersecurity-center-in-israel-to-advance-security-by-design/

Luminar Multibillion Dollar Mercedes Deal

https://www.cnbc.com/2023/02/22/luminar-mercedes-benz-lidar-partnership.html
https://twitter.com/PatrickMoorhead/status/1628509276070092800?s=20

Marvell and AWS Strategic Alignment Across Cloud EDA and chips

https://www.forbes.com/sites/patrickmoorhead/2023/02/22/marvell-and-aws-trade-chips-for-eda-cloud-services/

AWS Aligns With Hugging Face for GenerativeAI

https://twitter.com/PatrickMoorhead/status/1628369193446916099?s=20
https://aws.amazon.com/blogs/machine-learning/aws-and-hugging-face-collaborate-to-make-generative-ai-more-accessible-and-cost-efficient/

Lenovo Earnings

https://futurumresearch.com/research-notes/lenovo-q3-2022-2023-diverse-growth-engines-aid-weathering-global-pc-downturn/
https://twitter.com/PatrickMoorhead/status/1628853230158348288?s=20
https://www.canalys.com/newsroom/global-pc-market-Q4-2022

NVIDIA Earnings

https://twitter.com/danielnewmanUV/status/1628515021150986242?s=20
https://twitter.com/TDANetwork/status/1628482561872904192?s=20
https://twitter.com/PatrickMoorhead/status/1628845450160754688?s=20
https://siliconangle.com/2023/02/22/nvidia-reports-better-expected-earnings-sending-stock-higher/

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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On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead sit down with David Liu, CEO of Plus. Their conversation covers:

Plus’ efforts toward safety, sustainability, satisfaction, and scalability
The competitive landscape in the autonomous transportation industry
Plus' approach to addressing the challenges hindering adoption in the transportation industry
Plus’ partnership strategy in an industry that is highly regulated
Opportunities for market growth in the automated trucking industry

Be sure to subscribe to The Six Five Webcast so you never miss an episode.

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

Qualcomm X75 and X35 Modem Announcements

https://twitter.com/PatrickMoorhead/status/1626293538651529219?s=20
https://www.forbes.com/sites/moorinsights/2023/02/16/qualcomms-new-snapdragon-x75-and-x35-5g-modems-move-the-5g-goalposts-even-further-out/?sh=624404de36b4
https://futurumresearch.com/research-notes/qualcomm-announces-its-snapdragon-x75-5g-modem-rf/

Intel Xeon Workstation Chip Announcement

https://www.anandtech.com/show/18741/intel-launches-xeon-w-3400-and-w-2400-processors-for-workstations-up-to-56-cores-and-112-pcie-5-0-lanes
https://www.intel.com/content/www/us/en/newsroom/news/intel-launches-new-xeon-workstation-processors.html

Nokia and Kyndryl Tie-up

https://www.nokia.com/about-us/news/releases/2023/02/14/nokia-and-kyndryl-expand-global-network-and-edge-computing-alliance/
https://futurumresearch.com/research-notes/kyndryl-and-nokia-extend-and-expand-their-global-network-and-edge-computing-partnership/

Cisco Earnings

https://twitter.com/PatrickMoorhead/status/1625967719571984384?s=20
https://investor.cisco.com/home/default.aspx
https://s2.q4cdn.com/951347115/files/doc_financials/2023/q2/Q2FY23-Press-Release.pdf

Lattice Earnings

https://twitter.com/PatrickMoorhead/status/1625548388690280455?s=20
https://ir.latticesemi.com/events/event-details/lattice-semiconductor-4q22-results-conference-call
https://futurumresearch.com/research-notes/lattice-semiconductor-revenue-in-q4-2022-hits-175-9m-up-24-yoy/

GlobalFoundries Earnings

https://twitter.com/PatrickMoorhead/status/1625508719273340932?s=20
https://investors.gf.com/latest-quarterly-results
https://futurumresearch.com/research-notes/globalfoundries-revenue-for-q4-2022-hits-2-1b-up-14-yoy/
https://youtu.be/itgylhx2GIc

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.

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

Microsoft AI Announcements

https://twitter.com/PatrickMoorhead/status/1623148596664348672?s=20&t=tnCXjTHZcLzns4VQ8WrwJw
https://blogs.microsoft.com/blog/2023/02/07/reinventing-search-with-a-new-ai-powered-microsoft-bing-and-edge-your-copilot-for-the-web/

Google AI Announcements

https://twitter.com/PatrickMoorhead/status/1623337404974174209?s=20&t=tnCXjTHZcLzns4VQ8WrwJw
https://twitter.com/PatrickMoorhead/status/1623497751504773122?s=20&t=tnCXjTHZcLzns4VQ8WrwJw
https://www.cnbc.com/2023/02/08/alphabet-shares-slip-following-googles-ai-event-.html

IBM AI Cloud Supercomputer Announcement

https://research.ibm.com/blog/AI-supercomputer-Vela-GPU-cluster

Zoho Trident

https://www.forbes.com/sites/patrickmoorhead/2023/02/09/zoho-continues-to-unify-its-platform-with-zoho-trident/

GlobalFoundries Partnership with GM

https://gf.com/gf-press-release/globalfoundries-and-gm-announce-long-term-direct-supply-agreement-for-u-s-production-of-semiconductor-chips/

Elon Finally Breaks Twitter?

https://twitter.com/PatrickMoorhead/status/1623495460559233025?s=20&t=tnCXjTHZcLzns4VQ8WrwJw

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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On this episode of The Six Five – Insider Edition, hosts Daniel Newman and Patrick Moorhead welcome Ram Venkatesh, CTO at Cloudera.

Their discussion covers the following:

• Why adaptability is crucial for cloud deployments

• The data-driven nature of Cloudera’s customer base

• The implications of transitioning to the hybrid multi-cloud

• How data optimization affects customers and their security

• How data storage capabilities can be most efficiently utilized

It’s a stimulating conversation and one you won’t want to miss.

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

Amazon Earnings

https://twitter.com/PatrickMoorhead/status/1621266983621885953?s=20&t=Gvpni9yKynPy2JRBSi1WQw
https://twitter.com/danielnewmanUV/status/1621283700511055873?s=20&t=GYCByZ229wQlDeFQHPxS2g
https://twitter.com/danielnewmanUV/status/1621259630390247430?s=20&t=Gvpni9yKynPy2JRBSi1WQw

Qualcomm Earnings

https://twitter.com/PatrickMoorhead/status/1621261866243858432?s=20&t=Gvpni9yKynPy2JRBSi1WQw
https://twitter.com/danielnewmanUV/status/1621253148898623489?s=20&t=Gvpni9yKynPy2JRBSi1WQw

Google Earnings

https://twitter.com/PatrickMoorhead/status/1621258455591063552?s=20&t=Gvpni9yKynPy2JRBSi1WQw
https://twitter.com/danielnewmanUV/status/1621283700511055873?s=20&t=GYCByZ229wQlDeFQHPxS2g
https://twitter.com/danielnewmanUV/status/1621253714731212808?s=20&t=Gvpni9yKynPy2JRBSi1WQw

AMD Earnings

https://twitter.com/CNBCWEX/status/1620025734495444992?s=20&t=Gvpni9yKynPy2JRBSi1WQw
https://twitter.com/PatrickMoorhead/status/1620546525637259265?s=20&t=Gvpni9yKynPy2JRBSi1WQw
https://twitter.com/CNBCWEX/status/1620025734495444992?s=20&t=cHwkAfHiXmrb9kOLNiDUvQ
https://www.forbes.com/sites/patrickmoorhead/2023/01/31/intels-future-is-prettier-than-its-past-quarter-and-guide/

Apple Earnings

https://twitter.com/danielnewmanUV/status/1621110417035763716?s=20&t=Gvpni9yKynPy2JRBSi1WQw

Samsung Galaxy Unpacked

https://twitter.com/PatrickMoorhead/status/1620830292557860864?s=20&t=Gvpni9yKynPy2JRBSi1WQw
https://www.forbes.com/sites/patrickmoorhead/2023/02/01/samsung-announces-its-next-generation-flagship-s-series-devices-and-galaxy-book3-laptops/

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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On this episode of The Six Five – Insider Edition, hosts Daniel Newman and Patrick Moorhead welcome Otho Lyon, VP of Global Support at Cloudera.

Their discussion covers:

Why adaptability is crucial for cloud deployments
The frequent changes organizations are facing today
How data optimization drives decision-making within organizations and how it impacts growth
How data growth will impact the IT workforce
Critical innovation for the future

It’s a stimulating conversation, and one you won’t want to miss.

Be sure to subscribe to The Six Five Webcast, so you never miss an episode.

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On this episode of The Six Five – Insider Edition, hosts Daniel Newman and Patrick Moorhead welcome Kate Woolley, GM of IBM Ecosystem.

Their discussion covers:

The critical role of IBM ecosystem & how its partners contribute to its accelerating development
The key features & benefits of IBM’s new Partner Plus program
How current clients are receiving Partner Plus
IBM’s dedication to providing maximum value to its clients & partners
The future expansion relating to strategic partnerships for IBM

It’s a stimulating conversation and one you won’t want to miss.

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

Elliott Management Storms Salesforce

https://twitter.com/PatrickMoorhead/status/1617681427428167682?s=20&t=ouaGqBaIaZgg1-2SdgdsKQ

Microsoft and OpenAI Deepen Partnership

https://twitter.com/PatrickMoorhead/status/1617541547825958915?s=20&t=ouaGqBaIaZgg1-2SdgdsKQ
https://twitter.com/PatrickMoorhead/status/1618059537470361601?s=20&t=ouaGqBaIaZgg1-2SdgdsKQ

Microsoft Earnings

https://twitter.com/PatrickMoorhead/status/1617995315432546305?s=20&t=ouaGqBaIaZgg1-2SdgdsKQ
https://twitter.com/TechManTalking/status/1618724497686929411?s=20&t=ouaGqBaIaZgg1-2SdgdsKQ
https://twitter.com/danielnewmanUV/status/1618006856861122570?s=20&t=ouaGqBaIaZgg1-2SdgdsKQ
https://twitter.com/danielnewmanUV/status/1617994474923388928?s=20&t=ouaGqBaIaZgg1-2SdgdsKQ
https://twitter.com/danielnewmanUV/status/1617993347234422787?s=20&t=ouaGqBaIaZgg1-2SdgdsKQ

SAP Earnings

https://twitter.com/danielnewmanUV/status/1618648650019909632?s=20&t=ouaGqBaIaZgg1-2SdgdsKQ
https://twitter.com/danielnewmanUV/status/1618602296488923136?s=20&t=ouaGqBaIaZgg1-2SdgdsKQ

Intel Earnings

https://twitter.com/PatrickMoorhead/status/1618728458783432710?s=20&t=ouaGqBaIaZgg1-2SdgdsKQ
https://twitter.com/YahooFinance/status/1618720764957532177?s=20&t=ouaGqBaIaZgg1-2SdgdsKQ
https://twitter.com/danielnewmanUV/status/1618720811652894720?s=20&t=ouaGqBaIaZgg1-2SdgdsKQ

IBM Earnings

https://twitter.com/PatrickMoorhead/status/1618358740633415681?s=20&t=ouaGqBaIaZgg1-2SdgdsKQ
https://twitter.com/danielnewmanUV/status/1618377854953336836?s=20&t=ouaGqBaIaZgg1-2SdgdsKQ
https://twitter.com/danielnewmanUV/status/1618375184263811076?s=20&t=ouaGqBaIaZgg1-2SdgdsKQ

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.

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

Tech Outlook as Reduction In Force Goes Viral

https://www.linkedin.com/posts/patmoorhead_layoffs-activity-7021577869403295744-UIce?utm_source=share&utm_medium=member_desktop
https://twitter.com/PatrickMoorhead/status/1615809265972772864?s=20&t=Q2JulysUkQf4DTo8vE64RA

NRF Impressions with Microsoft and More

https://www.linkedin.com/posts/daniellouisnewman_nrf2023-ecommerce-retail-activity-7021130787051769856-kB9Q?utm_source=share&utm_medium=member_desktop

Amazon Ambient Experience Drives Alexa

https://csa-iot.org/newsroom/setting-up-devices-with-matter/
https://www.forbes.com/sites/patrickmoorhead/2023/01/19/amazons-alexa-ambient-experience-brings-matter-into-the-mix-at-ces-2023/
https://moorinsightsstrategy.com/research-paper-matter-making-smart-homes-smarter/

Lenovo Net Zero by 2050

https://news.lenovo.com/pressroom/press-releases/lenovo-commits-net-zero-by-2050-validated-by-science-based-targets-initiative/

HP Dragonfly with AMD Custom Technology

https://www.forbes.com/sites/patrickmoorhead/2023/01/11/a-worrisome-revelation-for-apple-the-hp-dragonfly-pro-laptop-rocks-unique-amd-internals-and-optimizations/?sh=1e99c06d260d

Repatriation Back in the News – 37 Signals

https://dev.37signals.com/our-cloud-spend-in-2022/

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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Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

NOTAM Outage Blame Game

https://twitter.com/PatrickMoorhead/status/1613937512002772992?s=20&t=sNxHkis08FN7oVz6ZNHKlw
https://apnews.com/article/science-federal-aviation-administration-business-9e277db75130cc7e4d4b6c6a7bdaad7c

Intel Announces Sapphire Rapids

https://twitter.com/PatrickMoorhead/status/1612873612368781314?s=20&t=sNxHkis08FN7oVz6ZNHKlw
https://twitter.com/PatrickMoorhead/status/1612985333230235648?s=20&t=sNxHkis08FN7oVz6ZNHKlw
https://www.forbes.com/sites/moorinsights/2023/01/10/sapphire-rapids-signals-intel-has-found-its-bearings/?sh=1e4aab0b544f
https://futurumresearch.com/research-notes/intel-4th-gen-xeon-scalable-processors-max-series-cpus-and-gpus-primed-to-accelerate-data-center-performance-and-capabilities/

TSMC Earnings

https://twitter.com/PatrickMoorhead/status/1613749352475889665?s=20&t=sNxHkis08FN7oVz6ZNHKlw
https://twitter.com/asiasquawkbox/status/1613716566822248449?s=20&t=sNxHkis08FN7oVz6ZNHKlw
https://twitter.com/danielnewmanUV/status/1613587994841354241?s=20&t=sNxHkis08FN7oVz6ZNHKlw

HPE Acquires Pachyderm

https://twitter.com/PatrickMoorhead/status/1613580302944800801?s=20&t=sNxHkis08FN7oVz6ZNHKlw
https://www.hpe.com/us/en/newsroom/press-release/2023/01/hewlett-packard-enterprise-acquires-pachyderm-to-expand-ai-at-scale-capabilities-with-reproducible-ai.html
https://www.pachyderm.com/

ChatGPT Coming to Azure

https://twitter.com/PatrickMoorhead/status/1615172665668427777?s=20&t=sNxHkis08FN7oVz6ZNHKlw
https://azure.microsoft.com/en-us/blog/general-availability-of-azure-openai-service-expands-access-to-large-advanced-ai-models-with-added-enterprise-benefits/

Google NRF

https://www.prnewswire.com/news-releases/google-cloud-unveils-new-ai-tools-for-retailers-301721298.html
https://cloud.google.com/vertex-ai-vision
https://cloud.google.com/solutions/retail-product-discovery

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 Six Five is at CES 2023. Hosts Patrick Moorhead and Daniel Newman provide a “Short” of their highlights and themes of the event.

Automotive

Luminar
Qualcomm Snapdragon
Polestar
Volvo Cars
Daimler Truck AG
John Deere
Innoviz
AEye
Amazon Automotive
Caterpillar

Devices and Products

AMD Ryzen AI
Lenovo ThinkPad Fold
Frore Sytems AirJeft core tech
NVIDIA Generative AI for Omniverse

Themes

AI in everything — hardware and software
Wearables leveraging AI analytics for personal healthcare and wellness

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The Six Five “On The Road” at #CES2023. Daniel Newman talks with Joanna Buttler, Head of the Global Autonomous Technology Group at Daimler Truck AG. Their conversation covers:

Daimler Truck’s involvement in developing Level Four autonomous driving
Their partnership with Luminar Technologies
Increasing safety on the highways, freight efficiency, and supply chain
What we’re seeing in the truck industry for 2023 and beyond

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The Six Five “On The Road” at #CES2023. Daniel Newman and Patrick Moorhead talk with Martin Kristensson, Head of AD and Mobility for Volvo Cars. Their conversation covers:

Volvo’s partnership with Luminar Technologies
Debut of the Volvo EX 90, a fully electric SUV with Luminar Iris LiDAR
The big picture of what’s ahead for automotive in 2023

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The Six Five “On The Road” at #CES2023. Patrick Moorhead & Daniel Newman sit down with Dennis Nobelius, COO of Polestar. Their conversation covers:

Polestar's partnership with Luminar Technologies
Debut of the Polestar 3 with Smart Eye's Driving Monitoring System
Polestar’s plan to launch one new car every year
The company’s priorities for 2023

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The Six Five “On The Road” finished CES 2023 strong! Patrick Moorhead & Daniel Newman talk with Nakul Duggal, Senior Vice President and General Manager, Automotive at Qualcomm. Their conversation covers:

Qualcomm’s collaboration with Sony for their concept vehicle
Bringing CRM to vehicles with the help of Salesforce
Snapdragon Ride Flex SoC role in software-defined vehicles at CES 2023

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

Best Event of 2022

Daniel - IBM Think
Pat - Cisco Partner Summit

Best Announcement of 2022

Daniel - Passage of the Chips Act
Pat - IBM Think Quantum Roadmap
https://newsroom.ibm.com/2022-05-10-IBM-Unveils-New-Roadmap-to-Practical-Quantum-Computing-Era-Plans-to-Deliver-4,000-Qubit-System

Best Tech Performer - Hardware and Infrastructure of 2022

Daniel - AWS
Pat - AWS

Best Tech Performer - Back to Front Award of 2022

Daniel - ServiceNow
Pat - Oracle (Fusion, NetSuite)

Best Flop (Worst) of 2022

Daniel - Web 3.0, Crypto, and Metaverse - Led by Meta
Pat - Apple’s treatment of Chinese workers
https://www.usatoday.com/story/tech/2022/11/23/china-workers-beaten-protesting-pay-apple-iphone-factory/10763486002/

Best Prediction for Tech in 2023

Daniel - Iteration of Innovation - Companies make the most out of their existing infrastructure and software meaning names like IBM, Cisco, Dell, HPE, Oracle, SAP, will do well.
Pat - Practical Innovation & ESG

Twitter

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.

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

Lattice Avant Announcement

https://twitter.com/PatrickMoorhead/status/1599873480425877504?s=20&t=GNbslX3CVmBhRLEnrUjSQQ
https://twitter.com/danielnewmanUV/status/1599874968162304000?s=20&t=GNbslX3CVmBhRLEnrUjSQQ
https://youtu.be/x2hkZmjWn4A
https://youtu.be/-hp9ocQ24Yo

MongoDB Earnings

https://twitter.com/danielnewmanUV/status/1600271727485124608?s=20&t=GNbslX3CVmBhRLEnrUjSQQ
Marvell Industry Analyst Event
https://twitter.com/PatrickMoorhead/status/1600518328216330242?s=20&t=imyqYF7IwVO6Jfciszz76A
https://twitter.com/danielnewmanUV/status/1600178350969872393?s=20&t=GNbslX3CVmBhRLEnrUjSQQ
https://twitter.com/danielnewmanUV/status/1600172802325086209?s=20&t=GNbslX3CVmBhRLEnrUjSQQ

FTC Files Suit to Block Microsoft Activision Deal

https://apnews.com/article/technology-business-microsoft-corp-activision-blizzard-inc-game-consoles-e4772c9594fc72fac6b511b393655e5b

Broadcom Earnings & VMware

https://twitter.com/PatrickMoorhead/status/1598789099334340640?s=20&t=GNbslX3CVmBhRLEnrUjSQQ
https://twitter.com/danielnewmanUV/status/1600986435397775365?s=20&t=GNbslX3CVmBhRLEnrUjSQQ
https://www.forbes.com/sites/patrickmoorhead/2022/11/28/is-it-time-to-start-giving-broadcoms-pending-acquisition-of-vmware-a-chance/
https://www.forbes.com/sites/patrickmoorhead/2022/12/07/no-broadcom-and-hock-tan-arent-going-to-raise-prices-on-vmware-products/

Slack Founder Departs Salesforce

https://twitter.com/PatrickMoorhead/status/1600162939515727872?s=20&t=GNbslX3CVmBhRLEnrUjSQQ
https://twitter.com/danielnewmanUV/status/1599842146080944128?s=20&t=GNbslX3CVmBhRLEnrUjSQQ
https://twitter.com/LidianeJones/status/1599839215973412864?s=20&t=q75-DO1LRH5-deQfk9NTDw

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.

View Details

The Six Five In The Booth at the launch of Lattice Semiconductor’s new Lattice Avant mid-range FPGA platform. Patrick Moorhead and Daniel Newman walk through the Avant demos with Deepak Boppana, Senior Director, Segment Marketing at Lattice Semiconductor. Their conversation covers:

Lattice Avant FPGA platform’s Power Efficiency, Performance, & AI Processing demos with competitive and generational comparisons
The importance of thermal management and its effect on the overall cost
Applications that benefit from lower power
How Lattice Avant improves AI acceleration

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The Six Five On The Road at the launch of Lattice Semiconductor’s new Lattice Avant mid-range FPGA platform. Patrick Moorhead and Daniel Newman sit down with CEO Jim Anderson, SVP of R&D Steve Douglass, and CSMO Esam Elashmawi. Their discussion covers:

Announcement of mid-range FPGA platform, Lattice Avant
Lattice’s investment in customer experience
Lattice’s competitive edge/product differentiation
Investor outlook after this announcement

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The Six Five "In The Booth" at #AWS #reInvent 2022. Patrick Moorhead and Daniel Newman sit down with Tom Rosamilia, SVP of Software, IBM. Their discussion covers:

Progression of IBM-AWS software agreement
Highlights & advancements of the agreement
IBM”s #Embeddable #AI strategy and how it may be leveraged with AWS

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The Six Five In The Booth at AWS reInvent 2022. Patrick Moorhead and Daniel Newman sit down with Mahmoud Elmashni, Managing Partner, IBM Consulting, and Atul Sharma, Senior Director, ERP Platforms, Johnson & Johnson. Their discussion covers:

How the IBM - AWS consulting partnership has developed over the last year
IBM Consulting and AWS announcement and how this helps their customers
Why Johnson & Johnson was interested in IBM’s Platform Services on AWS
How Johnson & Johnson leverages the platform
The future of the IBM Consulting-AWS partnership

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

AWS re:Invent

https://twitter.com/PatrickMoorhead/status/1598413039568420865?s=20&t=0nvzTiY18dKYk8_8AO5GrA
https://bit.ly/3iw0Ypw

Marvell Earnings

https://twitter.com/danielnewmanUV/status/1598450881330089984?s=20&t=uxc9tXgjECzouaAZII4PsQ
marvell-q3-fy23-highlights-financial-results.pdf (investorroom.com)

HPE Earnings

https://futurumresearch.com/research-notes/hpe-revenue-hits-7-87b-in-q4-beating-analyst-estimates/
https://twitter.com/PatrickMoorhead/status/1597765208335732736?s=20&t=C7o_9zMCbIaOz7EKlBI1yg
https://twitter.com/danielnewmanUV/status/1597725432614297602?s=20&t=uxc9tXgjECzouaAZII4PsQ
https://twitter.com/danielnewmanUV/status/1595437650734944256?s=20&t=uxc9tXgjECzouaAZII4PsQ

Pure Earnings

https://twitter.com/PatrickMoorhead/status/1598088335364222976?s=20&t=C7o_9zMCbIaOz7EKlBI1yg

Dell Technologies

https://futurumresearch.com/research-notes/dell-q3-revenue-down-6-but-infrastructure-revenue-up-12/
https://twitter.com/PatrickMoorhead/status/1594800653494374402?s=20&t=C7o_9zMCbIaOz7EKlBI1yg

Salesforce Earnings

https://twitter.com/danielnewmanUV/status/1598162850627080192?s=20&t=uxc9tXgjECzouaAZII4PsQ
https://www.marketwatch.com/amp/story/salesforce-better-get-used-to-marc-benioff-in-charge-because-he-keeps-chasing-off-his-chosen-successors-11669860554
https://twitter.com/PatrickMoorhead/status/1598073454556639233?s=20&t=C7o_9zMCbIaOz7EKlBI1yg
https://twitter.com/danielnewmanUV/status/1598074875595624448?s=20&t=uxc9tXgjECzouaAZII4PsQ

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.

View Details

The Six Five On the Road at AWS reInvent 2022. Patrick Moorhead and Daniel Newman sit down with Andrew Davidson, SVP, Product Management, MongoDB. Their discussion covers:

Evolution of the MongoDB & AWS partnership
How customers are utilizing MongoDB Atlas on AWS to build cutting-edge applications
Data-driven approach to the cloud
Cloud strategy in a hybrid world

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The Six Five On the Road at AWS #reInvent 2022. Patrick Moorhead and Daniel Newman sit down with Christopher Wellise, Director AWS Sustainability at AWS re:Invent2022. Their discussion covers:

The announcements AWS made regarding sustainability
What it means to be Water Positive for AWS customers
Why the cloud is a more sustainable option than other solutions
A recap of other sustainability announcements from 2022

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The Six Five On the Road at AWS #reInvent 2022. Patrick Moorhead and Daniel Newman sit down with Gadi Hutt, Director, Business Development for Annapurna Labs at AWS re:Invent2022. Their discussion covers:

EC2 and silicon innovation including an overview of the news that was announced this week
Continued investment in Intel-based and AMD-based instance types
AWS Compute wherever it is needed

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The Six Five On the Road at AWS re:Invent 2022. Patrick Moorhead and Daniel Newman sit down with Richard Moulds, GM of Amazon Bracket, AWS. Their discussion covers:

What is Amazon Bracket?
How Amazon Bracket is driving education and adoption within Quantum computing
The role of classical computing in accelerating the development of Quantum
The future of Amazon Bracket within the Quantum community

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The Six Five On the Road at AWS re:Invent 2022. Patrick Moorhead and Daniel Newman sit down with Katrina King, Global Strategy Leader — Content Production, AWS.

Their discussion covers:

How AWS is supporting customers in the media & entertainment
Post-production in the cloud
The future of the media & entertainment industry within the cloud

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The Six Five In the Booth at #AWS #reInvent 2022. Patrick Moorhead and Daniel Newman sit down with Roger Premo, IBM’s GM, Strategy & Corporate Development. Their discussion covers:

The inception of the IBM - AWS partnership
The progression of the alliance
Priorities and synergies for IBM & AWS
What can we expect in the future from this alliance

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The Six Five On the Road at AWS #reInvent 2022. Patrick Moorhead and Daniel Newman sit down with Shubha Rao, Sr. Manager, Elastic Container Services, AWS at AWS re:Invent2022. Their discussion covers:

Containers (ECS) as a critical part of modernization
How ECS stacks up in the market
Real-life examples of ECS deployed
What can we expect in the future from AWS serverless containers

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The Six Five On the Road at AWS #reInvent 2022. Patrick Moorhead and Daniel Newman sit down with Susanne Seitinger, Director of AI & ML, AWS. Their discussion covers:

AWS end-to-end data strategy
How SageMaker & machine learning is leveraged in the data strategy
Responsible #AI

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The Six Five "On The Road" at AWS #reInvent 2022. Patrick Moorhead and Daniel Newman sit down with Bratin Saha, VP & GM, AI & ML, AWS. Their discussion covers:

Announcement of SageMaker & Omics
Progress on Amazon Monitron
Key trends driving machine learning & artificial intelligence #ML #AI

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The Six Five In the Booth at AWS re:Invent 2022. Patrick Moorhead and Daniel Newman sit down with Colm Keegan, Sr. Consultant, Data Protection Product Marketing, Dell Technologies. Their discussion covers:

Cyber resiliency and modern data protection in AWS
What solutions is Dell providing their customers to ensure complete data protection
Why data protection is so critical in today’s environment

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The Six Five In the Booth at AWS re:Invent 2022. Patrick Moorhead and Daniel Newman sit down with Nick Brackney, Sr. Consultant, X-ISG, Dell Technologies. Their discussion covers:

The announcement of Dell PowerFlex on AWS
Capabilities and benefits of running PowerFlex on AWS
Why Powerflex on AWS is crucial for enterprise customers

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The Six Five On the Road at #AWS #reInvent 2022. Patrick Moorhead and Daniel Newman sit down with Varun Chhabra, SVP ISG & Telecom, Dell Technologies. Their discussion covers:

Announcements and innovations Dell has made in their cloud business
Dell data services and software innovations on Amazon Web Services (AWS)
The adoption and progression of hybrid, public, and on-premise environments

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The Six Five In the Booth at AWS #reInvent 2022. Patrick Moorhead and Daniel Newman sit down with Bob Ganley, Sr. Consultant, X-ISG Product Marketing, Dell Technologies. Their discussion covers:

What is EKS Anywhere from AWS?
How Dell is bringing EKS to customers
What are some of the benefits of EKS

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

Snapdragon Summit

https://twitter.com/patrickmoorhead/status/1593046696845774850?s=46&t=hv2jJio9k0Gh17ndGHkydQ
https://twitter.com/patrickmoorhead/status/1593017732836265984?s=46&t=hv2jJio9k0Gh17ndGHkydQ
https://twitter.com/patrickmoorhead/status/1592663441927720960?s=46&t=hv2jJio9k0Gh17ndGHkydQ
https://twitter.com/danielnewmanuv/status/1593029353427808256?s=46&t=hv2jJio9k0Gh17ndGHkydQ
https://futurumresearch.com/six-five-webcast/the-six-five-on-the-road-with-qualcomm-ceo-cristiano-amon-at-snapdragon-summit-2022/

SAP TechEd

https://www.forbes.com/sites/moorinsights/2022/11/15/sap-empowers-anyone-to-build-applications-and-automate-tasks-in-their-own-environment/

Nvidia Earnings

https://twitter.com/danielnewmanuv/status/1593239549118914560?s=46&t=hv2jJio9k0Gh17ndGHkydQ
https://twitter.com/danielnewmanuv/status/1592994459100532737?s=46&t=hv2jJio9k0Gh17ndGHkydQ
NVIDIA Announces Financial Results for Third Quarter Fiscal 2023 | NVIDIA Newsroom

Cisco Earnings

https://twitter.com/danielnewmanuv/status/1592993082836152320?s=46&t=hv2jJio9k0Gh17ndGHkydQ
https://www.prnewswire.com/news-releases/cisco-reports-first-quarter-earnings-301680668.html?tc=eml_cleartime

Tech Layoffs

https://www.nytimes.com/2022/11/14/technology/amazon-layoffs.html
https://thehill.com/news-by-subject/technology/3740561-here-are-the-big-tech-companies-that-have-announced-layoffs-in-2022/

Nvidia & Azure Supercomputer

https://www.zdnet.com/article/microsoft-nvidia-partner-to-build-a-massive-ai-supercomputer-in-the-cloud/

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.

View Details

The Six Five On The Road at #SnapdragonSummit 2022. Hosts Patrick Moorhead and Daniel Newman sit down with Hugo Swart, VP & GM of XR, at Qualcomm, for one of many conversations at this year’s #SnapdragonSummit. Their discussion covers:

The announcement of the new AR2 Platform
Qualcomm’s focus on the revolution of AR glasses
Technical improvements with AR2
Mutually beneficial partnerships with OEMs

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The Six Five On The Road at #SnapdragonSummit 2022. Hosts Patrick Moorhead and Daniel Newman sit down with Sarah McMurray, Sr. Manager, Product Marketing for Voice & Music at Qualcomm, for one of many conversations at this year’s #SnapdragonSummit. Their discussion covers:

The launch of S5 & S3 Gen 2 Sound Platforms
Technical improvements with S5/S3
Snapdragon Sound Platform in the commercial market
Importance of spatial audio and Bluetooth Low Energy

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The Six Five On The Road at Snapdragon Summit 2022. Hosts Patrick Moorhead and Daniel Newman sit down with Kedar Kondap, Senior Vice President and General Manager, Compute & Gaming at Qualcomm, and Aaron Woodman, General Manager, Windows Marketing at Microsoft. This is one of many conversations at this year’s #SnapdragonSummit.

Their discussion covers:

What are Snapdragon Compute Platforms?
Within #AI - the capabilities that have helped redefine personal computing
Customer experiences, feedback, and the most significant feature
Collaboration between Microsft & Qualcomm - first ever Windows Developer Kit powered by the Snapdragon Compute Platform
Qualcomm & Microsoft partnership to fuel innovation

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The Six Five On The Road at Snapdragon Summit 2022. Hosts Patrick Moorhead and Daniel Newman sit down with Alex Katouzian, Senior Vice President and General Manager, Mobile, Computer, and XR at Qualcomm, for one of many conversations at this year’s Snapdragon Summit.

Their discussion covers:

How Qualcomm defines the Connected Intelligent Edge
The strategy for continued growth in the edge business
Opportunities for Snapdragon outside of smartphones

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The Six Five On The Road at Snapdragon Summit 2022. Hosts Patrick Moorhead and Daniel Newman sit down with Don McGuire, SVP & CMO of Qualcomm. Their discussion conversation covers:

Snapdragon’s ability to be a premium product brand and a consumer-facing brand
The Gen 2’s ability to produce extraordinary experiences within mobile
The latest partnerships that have helped support the Snapdragon brand

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The Six Five On The Road at #SnapdragonSummit 2022. Hosts Patrick Moorhead and Daniel Newman sit down with Ignacio Contreras, Sr. Director of Marketing at Qualcomm, for one of many conversations here at the #SnapdragonSummit. Their discussion covered the following:

Announcement of Snapdragon Generation 2
How the Gen 2 stacks up against rivals
X70 5G Modem-RF system (1st w/ AI processor)
WiFi 7 & Bluetooth connectivity

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The Six Five On The Road at #SnapdragonSummit 2022. Hosts Patrick Moorhead and Daniel Newman sit down with Ziad Asghar, VP of Product Management, Snapdragon Roadmap, at Qualcomm, for one of many conversations here at the #SnapdragonSummit. Their conversation covers:

New features in Gen 2, specifically in #AI
Snapdragon Sight, in collaboration with partners from the ISP (Image Signal Processor) side
Hardware accelerated ray tracing, spatial audio, and the benefits for users
Snapdragon Secure, how Qualcomm will ensure the highest level of security for the mobile platform

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The Six Five On The Road at #SnapdragonSummit 2022. Hosts Patrick Moorhead and Daniel Newman sit down with Chris Patrick, SVP of Engineering at Qualcomm, for one of many conversations here at the #SnapdragonSummit. Their discussion covers:

How Snapdragon Gen 2 is defining a new standard for premium mobile
Snapdragon Generation 2 versus Gen 1
The increase in performance and efficiency as it equates to the user experience
Collaboration with OEMs and the expected commercial launch timeline #qualcomm

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The Six Five On The Road at #SnapdragonSummit 2022. Hosts Patrick Moorhead and Daniel Newman sit down with Cristiano Amon, President & CEO, of Qualcomm, for the first of many conversations at the #SnapdragonSummit. Their conversation covers:

Intelligence at the #edge and what Qualcomm is doing to further innovation
Qualcomm’s technology roadmap and the end market opportunities
The future of #ADAS, #AR, #VR, and #IoT
The evolution and strength of the #Snapdragon brand

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

Cisco Partner Summit

https://twitter.com/PatrickMoorhead/status/1587584583188496386?s=20&t=gp_Gt4xwe0gLhqJa9DOzHA
https://twitter.com/PatrickMoorhead/status/1587519341880176640?s=20&t=gp_Gt4xwe0gLhqJa9DOzHA
https://twitter.com/PatrickMoorhead/status/1587499326594392064?s=20&t=gp_Gt4xwe0gLhqJa9DOzHA

HPE VMware

https://futurumresearch.com/research-notes/hpe-and-vmware-partner-to-deliver-hybrid-cloud-vision/

Honeywell Connect Event

https://twitter.com/PatrickMoorhead/status/1588157693763719168?s=20&t=gp_Gt4xwe0gLhqJa9DOzHA
https://www.forbes.com/sites/patrickmoorhead/2022/11/02/honeywell-doubles-down-on-industrial-software-technologies-with-new-hce-leadership-saas-offerings-and-solutions/

Groq US Army Entanglement Report

https://www.forbes.com/sites/moorinsights/2022/11/10/groq--reimagining-high-performance-computing/?sh=5a8fbc665083
https://futurumresearch.com/research-notes/u-s-army-cybersecurity-anomaly-detection-gets-huge-boost/

HPE Server and GreenLake Launch

https://www.techtarget.com/searchdatacenter/news/252526807/HPE-updates-ProLiant-servers-bundled-with-GreenLake-license
https://www.forbes.com/sites/moorinsights/2022/11/02/hpe-launches-proliant-gen11-with-a-focus-on-your-hybrid-world/?sh=6bef9cf8255a

Qualcomm Arm

Zoomtopia

Qualcomm-Renault Partnership

AMD Epyc Server Launch

IBM Quantum Summit

https://www.forbes.com/sites/moorinsights/2022/11/09/ibm-announces-new-400-qubit-quantum-processor-plus-plans-for-a-quantum-centric-supercomputer/?sh=150e4499eaa9
https://youtu.be/Jtyi8UuKgHU

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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Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

AMD Earnings

https://twitter.com/danielnewmanUV/status/1587544757118672896?s=20&t=drCjDGcaiuxCU_pRHmWW9Q
https://twitter.com/PatrickMoorhead/status/1587946096441032704?s=20&t=gp_Gt4xwe0gLhqJa9DOzHA

Lattice Earnings

https://twitter.com/danielnewmanUV/status/1587177468024209408?s=20&t=drCjDGcaiuxCU_pRHmWW9Q
https://futurumresearch.com/research-notes/lattice-semiconductor-delivers-excellent-q3-2022-growth/
https://twitter.com/PatrickMoorhead/status/1587192456164085762?s=20&t=gp_Gt4xwe0gLhqJa9DOzHA

Qualcomm Earnings

https://twitter.com/danielnewmanUV/status/1588212402302107656?s=20&t=drCjDGcaiuxCU_pRHmWW9Q
https://twitter.com/danielnewmanUV/status/1587908204087848960?s=20&t=drCjDGcaiuxCU_pRHmWW9Q
https://twitter.com/danielnewmanUV/status/1587904601700716544?s=20&t=drCjDGcaiuxCU_pRHmWW9Q
https://twitter.com/PatrickMoorhead/status/1587959966299824128?s=20&t=gp_Gt4xwe0gLhqJa9DOzHA
https://twitter.com/PatrickMoorhead/status/1587982708000669698?s=20&t=gp_Gt4xwe0gLhqJa9DOzHA

Luminar Earnings

https://twitter.com/danielnewmanUV/status/1587912688503783424?s=20&t=drCjDGcaiuxCU_pRHmWW9Q

Skyworks Earnings

Lenovo Earnings

https://twitter.com/danielnewmanUV/status/1588218682278305792?s=20&t=yKu-33saf_JDxNz7ystFig

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 Six Five is live for Micron's 1-beta DRAM announcement unveiled this week with the company announcing its next DRAM process node, 1-beta, the world's most advanced DRAM technology.

Hosts Patrick Moorhead and Daniel Newman are joined by Thy Tran, VP of DRAM Process Integration at Micron, for another Six Five "Insider" edition podcast. Their conversation covered:

The journey to 1-beta DRAM, including overcoming scaling difficulties
How Micron is uniquely leading the marketing in both DRAM & NAND and what they have done to achieve this
The benefits 1-beta has for mobile memory, specifically LPDDR5X, which the company is now shipping samples of on the 1-beta node
A preview of future benefits the 1-beta process node will bring to end market segments

To learn more about this announcement, check out Micron's website at https://investors.micron.com/news-releases/news-release-details/micron-ships-worlds-most-advanced-dram-technology-1-beta-node

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On this episode of The Six Five Insider Edition, host Daniel Newman is joined by Qualcomm CFO Akash Palkhiwala for a recap of the company's results for Q4 and a look at the year ahead. Their conversation also explores the following:

The broad macro environment, the economy, and Akash's perceptions on the overall market
The diversification of Qualcomm's business into IoT, RFFE, PC, and Automotive
How Apple continues to depend on Qualcomm
Partnership updates with Samsung and Meta, and
Why the company feels confident in the mid-term despite short-term headwinds

Disclaimer: The Six Five Insider Edition is for information and entertainment purposes only. Over the course of this webcast, we may talk about companies that are publicly traded and we may even reference that fact and their equity share price, but please do not take anything that we say as a recommendation about what you should do with your investment dollars. We are not investment advisors and we do not ask that you treat us as such.

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The Six Five "On The Road" at Cloudera #EvolveNYC. Hosts Daniel Newman and Patrick Moorhead are joined by Wim Stoop, Sr. Director, Hybrid Data Platform & David Dichmann, Sr. Director, Data Warehouse & Lakehouse, Cloudera. They discuss the advancements & advantages of a portable, Hybrid Data Lakehouse.

Disclaimer: The Six Five Webcast is for information and entertainment purposes only. Over the course of this webcast, we may talk about companies that are publicly traded and we may even reference that fact and their equity share price, but please do not take anything that we say as a recommendation about what you should do with your investment dollars. We are not investment advisors and we do not ask that you treat us as such.

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The Six Five "On The Road" at Cloudera #EvolveNYC. Hosts Daniel Newman and Patrick Moorhead are joined by Otho Lyon, VP of Global Support & Cindy Maike, VP of Business & Product Solutions, Cloudera. Their conversation centers on the challenges Cloudera’s customers face and what Cloudera is doing to help drive its hybrid cloud data strategy.

Disclaimer: The Six Five Webcast is for information and entertainment purposes only. Over the course of this webcast, we may talk about companies that are publicly traded and we may even reference that fact and their equity share price, but please do not take anything that we say as a recommendation about what you should do with your investment dollars. We are not investment advisors and we do not ask that you treat us as such.

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The Six Five "On The Road" at Cloudera #EvolveNYC. Hosts Daniel Newman and Patrick Moorhead are joined by Carolyn Duby, Field CTO, & Santiago Giraldo, Sr. Director, Hybrid Data Services, Cloudera. Their conversation centers on Cloudera’s mission to provide their customers with tangible #AI #ML #Analytics solutions that drive real, actionable insights.

Disclaimer: The Six Five Webcast is for information and entertainment purposes only. Over the course of this webcast, we may talk about companies that are publicly traded and we may even reference that fact and their equity share price, but please do not take anything that we say as a recommendation about what you should do with your investment dollars. We are not investment advisors and we do not ask that you treat us as such.

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The Six Five is "On The Road" at Cloudera #EvolveNYC. Hosts Daniel Newman and Patrick Moorhead are joined by Ram Venkatesh, CTO & Bill Zhang, Sr. Director, Product Management, Iceberg at Cloudera. They discuss Apache Iceberg and its benefits in a hybrid cloud-native environment, specifically with #analytics.

Disclaimer: The Six Five Webcast is for information and entertainment purposes only. Over the course of this webcast, we may talk about companies that are publicly traded and we may even reference that fact and their equity share price, but please do not take anything that we say as a recommendation about what you should do with your investment dollars. We are not investment advisors and we do not ask that you treat us as such.

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The Six Five "On The Road" at Cloudera #EvolveNYC. Hosts Daniel Newman and Patrick Moorhead are joined by Sudhir Menon, CPO of Cloudera. In this conversation, Sudhir talks about macro trends that play a significant role in Cloudera’s product roadmap.

Disclaimer: The Six Five Webcast is for information and entertainment purposes only. Over the course of this webcast, we may talk about companies that are publicly traded and we may even reference that fact and their equity share price, but please do not take anything that we say as a recommendation about what you should do with your investment dollars. We are not investment advisors and we do not ask that you treat us as such.

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The Six Five "On The Road" at Cloudera #EvolveNYC. Hosts Daniel Newman and Patrick Moorhead are joined by Abhas Ricky, Chief Strategy Officer & Luke Roquet, Sr. VP, Product Marketing, Cloudera. In this conversation, they explore the key trends in modern data architecture and the benefits Cloudera’s modern data architecture is providing customers.

Disclaimer: The Six Five Webcast is for information and entertainment purposes only. Over the course of this webcast, we may talk about companies that are publicly traded and we may even reference that fact and their equity share price, but please do not take anything that we say as a recommendation about what you should do with your investment dollars. We are not investment advisors and we do not ask that you treat us as such.

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Tune in for a replay of The Six Five Summit’s #Cloud #Infrastructure Spotlight Keynote with Balaji Baktha, Founder and CEO, Ventana Micro Systems

Ventana was founded to deliver the highest performance RISC-V CPUs competitive with the best-in-class data center offerings. The company seeks to address the needs of high growth markets such as cloud, enterprise data center, 5G, edge compute, AI/ML, automotive, and client applications, 5G, infrastructure, edge compute, client, and data center.

In this session, Balaji sits down with Patrick Moorhead to explore how Ventana combines the extensibility of RISC-V with chiplet technology to create customer-driven innovation for best-in-class solutions for the data center. They start off with a discussion on how hardware/software codesign is creating customer pull for the RISC-V ecosystem in the data center market. They then dive into how chiplets based on open standard interfaces allow customers to create right-sized composable SoC solutions quickly and at a lower cost.

#sixfivesummit #sixfivesummitreplay #risc #cisc #chips #ventanamicrosystems #balajibaktha #danielnewman #patrickmoorhead

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, and thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

SAP Earnings $SAP

https://twitter.com/PatrickMoorhead/status/1584889116554326016?s=20&t=Em4cT9mkdk1VXJplQRgJfw
https://futurumresearch.com/research-notes/sap-q3-2022-revenue-up-15-to-7-8b-euros-as-cloud-rises-38/
https://twitter.com/danielnewmanUV/status/1584891399350018050?s=20&t=O374nY6Q-rntVG0GRQICBg

Microsoft Earnings $MSFT

https://twitter.com/PatrickMoorhead/status/1585245932203159554?s=20&t=_PBr4hjXqiaA-WJRSh50uQ
https://twitter.com/danielnewmanUV/status/1585027040713256961?s=20&t=O374nY6Q-rntVG0GRQICBg
https://twitter.com/danielnewmanUV/status/1585008674241937408?s=20&t=O374nY6Q-rntVG0GRQICBg

Google Earnings $GOOG

https://twitter.com/PatrickMoorhead/status/1585370090287296513?s=20&t=3skJiG_ldggEqnyqwVy4Rw
https://twitter.com/danielnewman UV/status/1585027040713256961?s=20&t=O374nY6Q-rntVG0GRQICBg
https://twitter.com/danielnewmanUV/status/1585008098921820161?s=20&t=O374nY6Q-rntVG0GRQICBg

Amazon Earnings $AMZN

https://twitter.com/danielnewmanUV/status/1585725392224423936?s=20&t=O374nY6Q-rntVG0GRQICBg
https://twitter.com/danielnewmanUV/status/1585723919407120384?s=20&t=O374nY6Q-rntVG0GRQICBg

Intel Earnings $INTC

https://twitter.com/danielnewmanUV/status/1585726478708535297?s=20&t=O374nY6Q-rntVG0GRQICBg
https://twitter.com/danielnewmanUV/status/1585724609244106753?s=20&t=O374nY6Q-rntVG0GRQICBg
https://twitter.com/danielnewmanUV/status/1585322700074930176?s=20&t=O374nY6Q-rntVG0GRQICBg
https://twitter.com/PatrickMoorhead/thread/1585776534853337088

Honeywell Earnings $HON

https://honeywell.gcs-web.com/static-files/d31360f6-22d2-4a40-aa59-a79e40a7dab6
https://twitter.com/danielnewmanUV/status/1585604205385064450?s=20&t=O374nY6Q-rntVG0GRQICBg
https://twitter.com/PatrickMoorhead/status/1585648276006703106?s=20&t=Izx57vj9br2Za9zvZTqUKA

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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Tune in for a replay of The Six Five Summit’s #ESG Spotlight Keynote with Cassandra Garber, VP, ESG (Environmental, Social, Governance), Dell Technologies

Cassandra shares her insights on why ESG is a business and societal imperative. ESG strategies align business growth with ethical, sustainable practices and creates value for your company, people and the planet. It’s how every company should be thinking about the future. And when it comes to ESG at Dell, it starts with our purpose to create technologies that drive human progress.

#sixfivesummit #sixfivesummitreplay #economic #social #governance #sustainability #dell #cassandragarber #danielnewman #patrickmoorhead

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, and thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s #Security Spotlight Keynote with Samantha Madrid, Group VP, Connected Security Business and Strategy, Juniper Networks

Not all SASE solutions are created equal. In fact, single vendor SASE is becoming increasingly important to both security and networking buyers because of the inherent operational efficiencies derived from seamless management of both on prem and cloud-based security solutions. But although SASE promises security and networking convergence, scalability, and enhanced protection, it cannot break the cardinal rule of security: unfettered visibility. SASE should enhance the operational feasibility of the network and ultimately provide CIOs and CISOs with greater agility, ease of use, and improved security at every point of connection.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, and thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s #Semiconductor Spotlight Keynote with Raj Hazra, SVP & GM, Compute & Networking Business Unit, Micron

The data center has become the foundation of our daily lives, seamlessly delivering the services we have come to rely on. Data-intensive workloads like artificial intelligence are fundamentally changing the way compute is done and, as a result, driving memory and storage innovation at rates never seen before. Raj explains why the data center of the future must be flexible and scalable to meet the needs of data-intensive workloads. These data centers will feature heterogenous compute and a reimagined memory and storage hierarchy. He also describes how Micron is collaborating with other industry leaders to bring this future into focus.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, and thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Host Daniel Newman and Rob Thomas are live discussing IBM’s success in their Hybrid Cloud & AI strategy, IBM’s new #AI product announcement, and their plan for 2023.

For more information, visit:

Let’s embed AI into products to deliver differentiated solutions: Together we can close the skills gap and reduce development time to create trustworthy AI-powered solutions.

IBM RELEASES THIRD QUARTER RESULTS: Revenue Growth in All Key Segments Led by Global Hybrid Cloud Adoption; Solid Cash Generation – Oct. 19, 2022

Disclaimer: The Six Five Webcast is for information and entertainment purposes only. Over the course of this webcast, we may talk about companies that are publicly traded and we may even reference that fact and their equity share price, but please do not take anything that we say as a recommendation about what you should do with your investment dollars. We are not investment advisors and we do not ask that you treat us as such.

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Tune in for a replay of The Six Five Summit’s #Edge #Devices Spotlight Keynote with Rahul Tikoo, Senior Vice President, Client Product Group, Dell Technologies.

The future of our world is at the edge. Dell is developing intelligent edge devices and solutions with powerful sensors and AI to make the way we live, work and play more efficient, intelligent and personalized. In this spotlight session, Rahul sits down with Patrick Moorhead to discuss what we can expect from new edge devices in the future and how these technologies will change our world.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, and thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

View Details

Tune in for a replay of The Six Five Summit’s #Edge #Devices Spotlight Keynote with Rahul Tikoo, Senior Vice President, Client Product Group, Dell Technologies.

The future of our world is at the edge. Dell is developing intelligent edge devices and solutions with powerful sensors and AI to make the way we live, work and play more efficient, intelligent and personalized. In this spotlight session, Rahul sits down with Patrick Moorhead to discuss what we can expect from new edge devices in the future and how these technologies will change our world.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, and thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

Oracle CloudWorld

https://futurumresearch.com/six-five-webcast/the-six-five-on-the-road-at-oracle-cloudworld-22/
Apps: https://twitter.com/PatrickMoorhead/status/1582872495048122368?t=L4VxAuwVRIv2V9dmy8C41A&s=19
https://twitter.com/danielnewmanUV/status/1582156980239577088?s=20&t=QuXgCM4OFwwXQ6daLLsNyg
OCI: https://twitter.com/PatrickMoorhead/status/1582768025190531078?t=U0jcQ_SXezUd81RSnp6sjQ&s=19
https://twitter.com/danielnewmanUV/status/1582168693756203008?s=20&t=QuXgCM4OFwwXQ6daLLsNyg
Larry: https://twitter.com/PatrickMoorhead/status/1582481608283521024?t=JdyZsp5knlHYhuj3BmdsOA&s=19
https://twitter.com/danielnewmanUV/status/1582514172956356609?s=20&t=QuXgCM4OFwwXQ6daLLsNyg
Safra: https://twitter.com/PatrickMoorhead/status/1582405617200660483?t=jOVEKfC_eujt3AAb4NrfUw&s=19
https://twitter.com/danielnewmanUV/status/1582409437465018369?s=20&t=QuXgCM4OFwwXQ6daLLsNyg

Lenovo TechWorld

https://www.linkedin.com/posts/patmoorhead_lenovotechworld-activity-6988250294564384768-wNUC?utm_source=share&utm_medium=member_android
https://www.techrepublic.com/article/lenovo-tech-event-digital-transformation/

IBM Earnings

https://twitter.com/PatrickMoorhead/status/1582933410464804864?t=uozbs3Al56jrCacADQhxrw&s=19
https://futurumresearch.com/research-notes/ibm-q3-2022-revenue-up-6-to-14-4b-beating-estimates/
https://twitter.com/danielnewmanUV/status/1582833723825094656?s=20&t=QuXgCM4OFwwXQ6daLLsNyg

China/Biden Chips

https://www.bloomberg.com/news/articles/2022-10-20/china-gathers-chip-firms-for-emergency-talks-after-biden-curbs

HPE Securities Analyst Meeting

https://twitter.com/PatrickMoorhead/status/1582946522882510849?t=KcJUH3PZQbyDLGcrufcx1w&s=19
https://twitter.com/danielnewmanUV/status/1582825922390261761?s=20&t=QuXgCM4OFwwXQ6daLLsNyg

IBM ML Inference Card

https://www.linkedin.com/posts/patmoorhead_ibms-new-aiu-artificial-intelligence-chip-activity-6988326592984875008-7Jex?utm_source=share&utm_medium=member_android

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.

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

Oracle CloudWorld

https://futurumresearch.com/six-five-webcast/the-six-five-on-the-road-at-oracle-cloudworld-22/
Apps: https://twitter.com/PatrickMoorhead/status/1582872495048122368?t=L4VxAuwVRIv2V9dmy8C41A&s=19
https://twitter.com/danielnewmanUV/status/1582156980239577088?s=20&t=QuXgCM4OFwwXQ6daLLsNyg
OCI: https://twitter.com/PatrickMoorhead/status/1582768025190531078?t=U0jcQ_SXezUd81RSnp6sjQ&s=19
https://twitter.com/danielnewmanUV/status/1582168693756203008?s=20&t=QuXgCM4OFwwXQ6daLLsNyg
Larry: https://twitter.com/PatrickMoorhead/status/1582481608283521024?t=JdyZsp5knlHYhuj3BmdsOA&s=19
https://twitter.com/danielnewmanUV/status/1582514172956356609?s=20&t=QuXgCM4OFwwXQ6daLLsNyg
Safra: https://twitter.com/PatrickMoorhead/status/1582405617200660483?t=jOVEKfC_eujt3AAb4NrfUw&s=19
https://twitter.com/danielnewmanUV/status/1582409437465018369?s=20&t=QuXgCM4OFwwXQ6daLLsNyg

Lenovo TechWorld

https://www.linkedin.com/posts/patmoorhead_lenovotechworld-activity-6988250294564384768-wNUC?utm_source=share&utm_medium=member_android
https://www.techrepublic.com/article/lenovo-tech-event-digital-transformation/

IBM Earnings

https://twitter.com/PatrickMoorhead/status/1582933410464804864?t=uozbs3Al56jrCacADQhxrw&s=19
https://futurumresearch.com/research-notes/ibm-q3-2022-revenue-up-6-to-14-4b-beating-estimates/
https://twitter.com/danielnewmanUV/status/1582833723825094656?s=20&t=QuXgCM4OFwwXQ6daLLsNyg

China/Biden Chips

https://www.bloomberg.com/news/articles/2022-10-20/china-gathers-chip-firms-for-emergency-talks-after-biden-curbs

HPE Securities Analyst Meeting

https://twitter.com/PatrickMoorhead/status/1582946522882510849?t=KcJUH3PZQbyDLGcrufcx1w&s=19
https://twitter.com/danielnewmanUV/status/1582825922390261761?s=20&t=QuXgCM4OFwwXQ6daLLsNyg

IBM ML Inference Card

https://www.linkedin.com/posts/patmoorhead_ibms-new-aiu-artificial-intelligence-chip-activity-6988326592984875008-7Jex?utm_source=share&utm_medium=member_android

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 Six Five is "On The Road" at Oracle #CloudWorld. Hosts Patrick Moorhead and Daniel Newman are live at Oracle CloudWorld 2022. Our coverage includes analysis on:

Expansion of OCI - Oracle Cloud
Expansion of MySQL HeatWave
Various Silicon Partnerships - NVIDIA & AMD
Core Service Improvements
Oracle Industry & Vertical Solutions - Oracle Cloud ERP & Oracle Cloud SCM, & Oracle Cerner
Oracle/ Redbull F1

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The Six Five is "On The Road" at Oracle #CloudWorld. Hosts Patrick Moorhead and Daniel Newman are live at Oracle CloudWorld 2022. Our coverage includes analysis on:

Expansion of OCI - Oracle Cloud
Expansion of MySQL HeatWave
Various Silicon Partnerships - NVIDIA & AMD
Core Service Improvements
Oracle Industry & Vertical Solutions - Oracle Cloud ERP & Oracle Cloud SCM, & Oracle Cerner
Oracle/ Redbull F1

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Tune in for a replay of The Six Five Summit’s #Automation #AI #ML #Data #Analytics Spotlight Keynote with Mihir Shukla, CEO & Co-Founder, Automation Anywhere.

Today, we are experiencing a tremendous change in how business is done, with remote and hybrid work here to stay. The next big change is a digital workforce transformation where employees reimagine their work relationships to include not just fellow teammates, partners, suppliers, and customers, but also software bots – digital co-workers that they can often build themselves and collaborate with daily. Mihir will focus on how digital co-workers can transform our everyday lives and, at the same time, make humans happy.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, and thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s #Automation #AI #ML #Data #Analytics Spotlight Keynote with Mihir Shukla, CEO & Co-Founder, Automation Anywhere.

Today, we are experiencing a tremendous change in how business is done, with remote and hybrid work here to stay. The next big change is a digital workforce transformation where employees reimagine their work relationships to include not just fellow teammates, partners, suppliers, and customers, but also software bots – digital co-workers that they can often build themselves and collaborate with daily. Mihir will focus on how digital co-workers can transform our everyday lives and, at the same time, make humans happy.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, and thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s #Cloud #Infrastructure Spotlight Keynote with Dave Brown, VP, Amazon EC2, AWS.

AWS is constantly innovating on behalf of its customers. With more than 500 instances, Amazon EC2 has the broadest and deepest portfolio of instances in the cloud to run virtually every workload. This portfolio includes instances that are powered by Intel, AMD, and NVIDIA, as well as AWS-designed custom chips. To further increase performance, drive down cost, and accelerate innovation, AWS has invested in its own custom silicon. When it comes to silicon innovation, AWS has a long and proven history, including the Nitro System, Graviton processors, and Inferentia and Trainium chips for machine learning. In this session, Pat Moorhead and Dave will dive deep into the latest offering, the AWS Graviton3 processors that enable the best price-performance for compute-intensive workloads in Amazon EC2.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, and thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s #Cloud #Infrastructure Spotlight Keynote with Dave Brown, VP, Amazon EC2, AWS.

AWS is constantly innovating on behalf of its customers. With more than 500 instances, Amazon EC2 has the broadest and deepest portfolio of instances in the cloud to run virtually every workload. This portfolio includes instances that are powered by Intel, AMD, and NVIDIA, as well as AWS-designed custom chips. To further increase performance, drive down cost, and accelerate innovation, AWS has invested in its own custom silicon. When it comes to silicon innovation, AWS has a long and proven history, including the Nitro System, Graviton processors, and Inferentia and Trainium chips for machine learning. In this session, Pat Moorhead and Dave will dive deep into the latest offering, the AWS Graviton3 processors that enable the best price-performance for compute-intensive workloads in Amazon EC2.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, and thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s #Collaboration #CX #ContactCenter Spotlight Keynote with Aruna Ravichandran, SVP & CMO, Webex by Cisco

Hybrid work is both different and harder than before. Two years after the great remote work experiment, we are at a new inflection point – creating hybrid work experiences that equally balance in-office and remote work. It’s not enough to bring employees back to the office; hybrid work needs to provide an environment that allows for creativity to flow, collaboration to be energized, and where people want to be. No longer are employees willing to commute to sit and compute. In this insightful discussion with Aruna and Daniel Newman, you’ll hear how Cisco approaches hybrid work, key challenges to consider, and its solutions to ensure delighted and productive employees.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, and thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s #Collaboration #CX #ContactCenter Spotlight Keynote with Aruna Ravichandran, SVP & CMO, Webex by Cisco

Hybrid work is both different and harder than before. Two years after the great remote work experiment, we are at a new inflection point – creating hybrid work experiences that equally balance in-office and remote work. It’s not enough to bring employees back to the office; hybrid work needs to provide an environment that allows for creativity to flow, collaboration to be energized, and where people want to be. No longer are employees willing to commute to sit and compute. In this insightful discussion with Aruna and Daniel Newman, you’ll hear how Cisco approaches hybrid work, key challenges to consider, and its solutions to ensure delighted and productive employees.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, and thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s #Semiconductor Spotlight Keynote with Sarah Peach, Senior Director, New Product Introductions, Samsung Semiconductor.

How fast can data be processed? This truly is the perennial question. Today, split-second data processing can mean the difference between a thriving business and one that’s not. But data processing gets harder as data sets get larger. While the concept of processing data closer to where it lives in a data center isn’t exactly new, it’s gaining traction quickly. Bringing specialized, high-performance compute power to traditional memory and storage devices is empowering organizations to extract valuable, actionable insight at the device level. Join Sarah and Daniel Newman for a lively discussion on the evolution, benefits and key applications for computational storage and other similar specialized memory technologies.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, and thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s #Semiconductor Spotlight Keynote with Sarah Peach, Senior Director, New Product Introductions, Samsung Semiconductor.

How fast can data be processed? This truly is the perennial question. Today, split-second data processing can mean the difference between a thriving business and one that’s not. But data processing gets harder as data sets get larger. While the concept of processing data closer to where it lives in a data center isn’t exactly new, it’s gaining traction quickly. Bringing specialized, high-performance compute power to traditional memory and storage devices is empowering organizations to extract valuable, actionable insight at the device level. Join Sarah and Daniel Newman for a lively discussion on the evolution, benefits and key applications for computational storage and other similar specialized memory technologies.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, and thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

Google Cloud Next

https://twitter.com/PatrickMoorhead/status/1579866642661928961?s=20&t=30nFPWgc-rxt4ubJ8fF6Hg
https://twitter.com/PatrickMoorhead/status/1579833144601370625?s=20&t=30nFPWgc-rxt4ubJ8fF6Hg
https://twitter.com/danielnewmanUV/status/1579930527293145088?s=20&t=gJ5yB9cKhja9NizbY-8Erg
https://twitter.com/danielnewmanUV/status/1579868089768087552?s=20&t=gJ5yB9cKhja9NizbY-8Erg
https://twitter.com/danielnewmanUV/status/1579816952432033792?s=20&t=gJ5yB9cKhja9NizbY-8Erg

T-Mobile Analyst Summit

https://twitter.com/PatrickMoorhead/status/1580635055441211392?s=20&t=30nFPWgc-rxt4ubJ8fF6Hg

Microsoft Ignite and Surface

https://twitter.com/PatrickMoorhead/status/1580400830120747009?s=20&t=30nFPWgc-rxt4ubJ8fF6Hg
https://twitter.com/danielnewmanUV/status/1580355735191703553?s=20&t=gJ5yB9cKhja9NizbY-8Erg

Intel IDM 2.0 Next Steps

https://twitter.com/PatrickMoorhead/status/1579943066643091456?s=20&t=30nFPWgc-rxt4ubJ8fF6Hg

Cloudera Evolve NYC

https://twitter.com/PatrickMoorhead/status/1580188062574735360?s=20&t=30nFPWgc-rxt4ubJ8fF6Hg
https://twitter.com/danielnewmanUV/status/1580188191726133248?s=20&t=gJ5yB9cKhja9NizbY-8Erg

Biden to IBM and the Market at Large

https://twitter.com/PatrickMoorhead/status/1579846525001555968?s=20&t=30nFPWgc-rxt4ubJ8fF6Hg

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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Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

Google Cloud Next

https://twitter.com/PatrickMoorhead/status/1579866642661928961?s=20&t=30nFPWgc-rxt4ubJ8fF6Hg
https://twitter.com/PatrickMoorhead/status/1579833144601370625?s=20&t=30nFPWgc-rxt4ubJ8fF6Hg
https://twitter.com/danielnewmanUV/status/1579930527293145088?s=20&t=gJ5yB9cKhja9NizbY-8Erg
https://twitter.com/danielnewmanUV/status/1579868089768087552?s=20&t=gJ5yB9cKhja9NizbY-8Erg
https://twitter.com/danielnewmanUV/status/1579816952432033792?s=20&t=gJ5yB9cKhja9NizbY-8Erg

T-Mobile Analyst Summit

https://twitter.com/PatrickMoorhead/status/1580635055441211392?s=20&t=30nFPWgc-rxt4ubJ8fF6Hg

Microsoft Ignite and Surface

https://twitter.com/PatrickMoorhead/status/1580400830120747009?s=20&t=30nFPWgc-rxt4ubJ8fF6Hg
https://twitter.com/danielnewmanUV/status/1580355735191703553?s=20&t=gJ5yB9cKhja9NizbY-8Erg

Intel IDM 2.0 Next Steps

https://twitter.com/PatrickMoorhead/status/1579943066643091456?s=20&t=30nFPWgc-rxt4ubJ8fF6Hg

Cloudera Evolve NYC

https://twitter.com/PatrickMoorhead/status/1580188062574735360?s=20&t=30nFPWgc-rxt4ubJ8fF6Hg
https://twitter.com/danielnewmanUV/status/1580188191726133248?s=20&t=gJ5yB9cKhja9NizbY-8Erg

Biden to IBM and the Market at Large

https://twitter.com/PatrickMoorhead/status/1579846525001555968?s=20&t=30nFPWgc-rxt4ubJ8fF6Hg

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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Tune in for a replay of The Six Five Summit’s #SaaS #EnterpriseSoftware Spotlight Keynote with Adrian McDermott, CTO, Zendesk. Technology has made some rapid and creative strides over the last few years. Some predicted some pandemic. Adrian dusts off his crystal ball to give us his five big predictions for the customer experience future.

#sixfivesummit #sixfivesummitreplay #zendesk #CX #CTO #adrianmcdermott #danielnewman #patrickmoorhead

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, and thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s #SaaS #EnterpriseSoftware Spotlight Keynote with Adrian McDermott, CTO, Zendesk. Technology has made some rapid and creative strides over the last few years. Some predicted some pandemic. Adrian dusts off his crystal ball to give us his five big predictions for the customer experience future.

#sixfivesummit #sixfivesummitreplay #zendesk #CX #CTO #adrianmcdermott #danielnewman #patrickmoorhead

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, and thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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The Six Five "On The Road" at Google Cloud Next 2022. Hosts Daniel Newman and Patrick Moorhead are joined by Bronwyn Hastings, Google Cloud's VP, Head of Global ISV Partnerships and Channels. Their conversation highlights the importance Google Cloud Partners play in delivering Google Cloud technologies and the value they add for customers across every product area and industry. They also touch upon Google Cloud's continued expansion of resources, tools, and incentives for their channel partners and ISVs, resulting in additional partner investments in Google Cloud services & product integrations because of the continual increase in customer engagements.

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The Six Five "On The Road" at Google Cloud Next 2022. Hosts Daniel Newman and Patrick Moorhead are joined by Bronwyn Hastings, Google Cloud's VP, Head of Global ISV Partnerships and Channels. Their conversation highlights the importance Google Cloud Partners play in delivering Google Cloud technologies and the value they add for customers across every product area and industry. They also touch upon Google Cloud's continued expansion of resources, tools, and incentives for their channel partners and ISVs, resulting in additional partner investments in Google Cloud services & product integrations because of the continual increase in customer engagements.

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The Six Five "On The Road" at Google Cloud Next 2022. Hosts Daniel Newman and Patrick Moorhead are joined by Vint Cerf, Chief Internet Evangelist, Google. This historical conversation revolves around the journey from the creation of the internet to the development of the cloud. They also discuss the lengths Google Cloud is innovating and supporting its customers in their digital transformation. You may even hear some discussion on the interplanetary internet.

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The Six Five "On The Road" at Google Cloud Next 2022. Hosts Daniel Newman and Patrick Moorhead are joined by Vint Cerf, Chief Internet Evangelist, Google. This historical conversation revolves around the journey from the creation of the internet to the development of the cloud. They also discuss the lengths Google Cloud is innovating and supporting its customers in their digital transformation. You may even hear some discussion on the interplanetary internet.

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Tune in for a replay of The Six Five Summit’s #Connected #Intelligent #Edge Spotlight Keynote with Mishka Dehghan, SVP, Strategy, Products, & Solution Engineering, T-Mobile for Business. Join Mishka & Moor Insights & Strategy Principle analyst Will Townsend for an informative overview of the intelligent edge. Gain insights on how organizations are utilizing 5G connectivity to deliver business outcomes that provide their business a competitive advantage today and how they are leveraging new technologies to position their business for long-term success.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, and thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s #Connected #Intelligent #Edge Spotlight Keynote with Mishka Dehghan, SVP, Strategy, Products, & Solution Engineering, T-Mobile for Business. Join Mishka & Moor Insights & Strategy Principle analyst Will Townsend for an informative overview of the intelligent edge. Gain insights on how organizations are utilizing 5G connectivity to deliver business outcomes that provide their business a competitive advantage today and how they are leveraging new technologies to position their business for long-term success.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, and thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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The Six Five "On The Road" at Google Cloud Next 2022. Hosts Daniel Newman and Patrick Moorhead are joined by June Yang, VP, Cloud AI & Industry Solutions and Sudhir Hasbe, Sr. Director, Product Management, Data Analytics, Google Cloud. Their conversation focuses on Google Cloud's Data Cloud and its ability to drive innovation through the use of a unified, open, and intelligent platform.

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The Six Five "On The Road" at Google Cloud Next 2022. Hosts Daniel Newman and Patrick Moorhead are joined by June Yang, VP, Cloud AI & Industry Solutions and Sudhir Hasbe, Sr. Director, Product Management, Data Analytics, Google Cloud. Their conversation focuses on Google Cloud's Data Cloud and its ability to drive innovation through the use of a unified, open, and intelligent platform.

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The Six Five is "On The Road" at Google Cloud Next 2022. Hosts Daniel Newman and Patrick Moorhead are joined by Phil Venables, Google Cloud’s VP and Chief Information & Security Officer. Their conversation centers on Google Cloud’s mission to provide enterprises with the industry’s most trusted cloud with security solutions for their on-prem, hybrid, and multi-cloud environments.

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The Six Five is "On The Road" at Google Cloud Next 2022. Hosts Daniel Newman and Patrick Moorhead are joined by Phil Venables, Google Cloud’s VP and Chief Information & Security Officer. Their conversation centers on Google Cloud’s mission to provide enterprises with the industry’s most trusted cloud with security solutions for their on-prem, hybrid, and multi-cloud environments.

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Tune in for a replay of The Six Five Summit’s #Automation #AI #ML #Data #Analytics Spotlight Keynote with Jonathan Ross, CEO, Groq. Where Jonathan and Daniel Newman will discuss why accelerator startups are instrumental right now related to customer workloads and the GPU supply chain issue.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, and thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s #Automation #AI #ML #Data #Analytics Spotlight Keynote with Jonathan Ross, CEO, Groq. Where Jonathan and Daniel Newman will discuss why accelerator startups are instrumental right now related to customer workloads and the GPU supply chain issue.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, and thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s #Cloud #Infrastructure Spotlight Keynote with Ric Lewis, SVP, IBM Systems, IBM. In this session, Ric shares six IT infrastructure observations he is seeing in the era of accelerated digital transformation and how hybrid cloud environments can help give organizations a foundation for continuous, competitive innovation.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, and thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s #Cloud #Infrastructure Spotlight Keynote with Ric Lewis, SVP, IBM Systems, IBM. In this session, Ric shares six IT infrastructure observations he is seeing in the era of accelerated digital transformation and how hybrid cloud environments can help give organizations a foundation for continuous, competitive innovation.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, and thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

Elon Musk Twitter Saga Continues

AMD Revised Guidance

https://twitter.com/danielnewmanUV/status/1578376447554506752?s=20&t=XUoDKO1nCJ1uhflNCjLHjA

Kyndryl IBM

https://futurumresearch.com/research-notes/kyndryl-and-microsoft-collaborate-to-drive-mainframe-innovation/

BoxWorks 2022

Micron $100B New York Investment

https://futurumresearch.com/research-notes/micron-to-build-100-billion-chip-factory-in-new-york/

Preview: Ignite, Google Cloud Next & Cloudera Evolve

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.

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

Elon Musk Twitter Saga Continues

AMD Revised Guidance

https://twitter.com/danielnewmanUV/status/1578376447554506752?s=20&t=XUoDKO1nCJ1uhflNCjLHjA

Kyndryl IBM

https://futurumresearch.com/research-notes/kyndryl-and-microsoft-collaborate-to-drive-mainframe-innovation/

BoxWorks 2022

Micron $100B New York Investment

https://futurumresearch.com/research-notes/micron-to-build-100-billion-chip-factory-in-new-york/

Preview: Ignite, Google Cloud Next & Cloudera Evolve

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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Tune in for a replay of The Six Five Summit’s #Collaboration #CX #ContactCenter Spotlight Keynote with Simen Teigre, CEO & Norma Lovhaugen, Head of Products, Neat. Where and how we work has been forever changed by the pandemic of the last few years. As businesses reevaluate their office and technology needs to accommodate a workforce that moves fluidly between office and remote work, so too must technology vendors evaluate their solutions to ensure they actually address real problems faced by businesses in the new way of work. As an industry, many organizations have struggled with some of the fundamentals when it comes to creating amazing collaboration experiences for their customers. When innovation loses sight of customer concerns, you have solutions that miss the mark in terms of elevating an experience and contributing to business success. By focusing on designing with purpose, form, function and customer needs come together holistically to create solutions that not only work well but help advance the capabilities of the workplace.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, and thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s #Collaboration #CX #ContactCenter Spotlight Keynote with Simen Teigre, CEO & Norma Lovhaugen, Head of Products, Neat. Where and how we work has been forever changed by the pandemic of the last few years. As businesses reevaluate their office and technology needs to accommodate a workforce that moves fluidly between office and remote work, so too must technology vendors evaluate their solutions to ensure they actually address real problems faced by businesses in the new way of work. As an industry, many organizations have struggled with some of the fundamentals when it comes to creating amazing collaboration experiences for their customers. When innovation loses sight of customer concerns, you have solutions that miss the mark in terms of elevating an experience and contributing to business success. By focusing on designing with purpose, form, function and customer needs come together holistically to create solutions that not only work well but help advance the capabilities of the workplace.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, and thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s #Semiconductor Spotlight Keynote with Samuel Naffziger, SVP, Corporate Fellow, and Product Technology Architect, AMD. While power consumption and energy use for compute has always been both a challenge and a focus for innovation across the industry, recent trends in power consumption for processors and systems are pointing toward a significant acceleration in energy use. Many factors shed light on this inflection point ranging from the physics of device scaling to the explosive growth in compute-intensive workloads necessary for our connected, big-data era. Our industry needs a revolution in cross-disciplinary innovative solutions, from transistor to software, to support worldwide compute demand without overwhelming our power generation infrastructure and the environment. This talk will review trends, driving factors, and promising solutions to meet this challenge.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, and thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s #Semiconductor Spotlight Keynote with Samuel Naffziger, SVP, Corporate Fellow, and Product Technology Architect, AMD. While power consumption and energy use for compute has always been both a challenge and a focus for innovation across the industry, recent trends in power consumption for processors and systems are pointing toward a significant acceleration in energy use. Many factors shed light on this inflection point ranging from the physics of device scaling to the explosive growth in compute-intensive workloads necessary for our connected, big-data era. Our industry needs a revolution in cross-disciplinary innovative solutions, from transistor to software, to support worldwide compute demand without overwhelming our power generation infrastructure and the environment. This talk will review trends, driving factors, and promising solutions to meet this challenge.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, and thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s #SaaS #EnterpriseSoftware Spotlight Keynote with Ritika Gunnar, VP, IBM Expert Labs, IBM. While the best performing businesses are data-driven, they must address their data complexity which spans multiple infrastructure environments. They infuse artificial intelligence (AI), to not only uncover meaningful business insights but to also automate their operations effectively and cost efficiently with trust at the core. The industry is evolving rapidly; those institutions that wait or delay their approach to data put their reputation, differentiation, and future growth at great risk. New data management tools and advanced AI technologies together, built on a data fabric architecture allow new levels of access to gain new value for the organization. In this session, Ritika will share industry best practices on how organizations are putting trustworthy AI to the forefront of their businesses and change the way enterprises operate with machine learning while upholding the ethical standards of the organization.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, and thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s #SaaS #EnterpriseSoftware Spotlight Keynote with Ritika Gunnar, VP, IBM Expert Labs, IBM. While the best performing businesses are data-driven, they must address their data complexity which spans multiple infrastructure environments. They infuse artificial intelligence (AI), to not only uncover meaningful business insights but to also automate their operations effectively and cost efficiently with trust at the core. The industry is evolving rapidly; those institutions that wait or delay their approach to data put their reputation, differentiation, and future growth at great risk. New data management tools and advanced AI technologies together, built on a data fabric architecture allow new levels of access to gain new value for the organization. In this session, Ritika will share industry best practices on how organizations are putting trustworthy AI to the forefront of their businesses and change the way enterprises operate with machine learning while upholding the ethical standards of the organization.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, and thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s #Connected #Intelligent #Edge Spotlight Keynote with Shaun McCarthy, former VP of Worldwide Sales, Cisco. He discusses the tremendous challenges service providers face trying to manage the explosive growth in bandwidth demands while trying to manage their costs and participate in the value chain. He will share insights on how Cisco helps service providers grow revenues and reduce costs, especially as they pivot to support new technology applications like live streaming, AR/VR and the metaverse. Shaun will also discuss how Cisco is rethinking content delivery, bandwidth, and the fundamental way we architect networks.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, and thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s #Connected #Intelligent #Edge Spotlight Keynote with Shaun McCarthy, former VP of Worldwide Sales, Cisco. He discusses the tremendous challenges service providers face trying to manage the explosive growth in bandwidth demands while trying to manage their costs and participate in the value chain. He will share insights on how Cisco helps service providers grow revenues and reduce costs, especially as they pivot to support new technology applications like live streaming, AR/VR and the metaverse. Shaun will also discuss how Cisco is rethinking content delivery, bandwidth, and the fundamental way we architect networks.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, and thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

NVIDIA GTC 2022

https://futurumresearch.com/research-notes/nvidia-gtc-2022-debuts-new-omniverse-metaverse-tools/
https://www.forbes.com/sites/patrickmoorhead/2022/09/29/all-eyes-on-the-intelligent-edge-at-nvidia-gtc-2022/
https://twitter.com/StreetSignsCNBC/status/1572448763964452874?s=20&t=kFJmBAH0IbYcJQLI2LeUIg
https://twitter.com/PatrickMoorhead/status/1572352942128209923?s=20&t=BAOIRcetyU3jL-J43lNLKg

Microsoft Windows Update

https://twitter.com/PatrickMoorhead/status/1572284503279665152?s=20&t=BAOIRcetyU3jL-J43lNLKg
https://twitter.com/PatrickMoorhead/status/1574921228703277057?s=20&t=DsXUFbex-KGh6Cmwv5gsDg
https://blogs.windows.com/windowsexperience/2022/09/20/available-today-the-windows-11-2022-update/

DreamForce 2022

https://www.forbes.com/sites/danielnewman/2022/09/26/salesforce-delivers-big-crm-and-slack-updates-at-dreamforce-2022/
https://futurumresearch.com/research-notes/slack-canvas-provides-key-elements-to-drive-productivity-and-growth-for-slack/
https://futurumresearch.com/research-notes/salesforce-genie-ready-to-turn-crm-into-data-powerhouse/
https://twitter.com/danielnewmanUV/status/1572286651220787202?s=20&t=kFJmBAH0IbYcJQLI2LeUIg

Qualcomm Automotive

https://www.forbes.com/sites/patrickmoorhead/2022/09/29/qualcomm-says-it-held-graduation-day-for-its-automotive-business-and-i-agree/
https://www.forbes.com/sites/patrickmoorhead/2022/09/29/if-qualcomms-automotive-investor-day-is-graduation-day-nakul-duggal-is-its-30b-valedictorian/
https://futurumresearch.com/research-notes/qualcomm-automotive-investor-day/
https://twitter.com/danielnewmanUV/status/1573044407099703299?s=20&t=zwxKx9egR4iePX9r8fXJ4A
https://twitter.com/PatrickMoorhead/status/1573006342650232832?s=20&t=BAOIRcetyU3jL-J43lNLKg
https://twitter.com/PatrickMoorhead/status/1573023239697211394?s=20&t=IX3aVxP2kuEsB8JS64kLVg
https://twitter.com/danielnewmanUV/status/1575570699942391809?s=20&t=m6pGXL_uePC9dT8WQR2jiA

Lenovo ISG Announcement

https://futurumresearch.com/research-notes/lenovo-debuts-broad-server-storage-edge-cloud-updates/
https://twitter.com/PatrickMoorhead/status/1572721061304713216?s=20&t=BAOIRcetyU3jL-J43lNLKg
https://www.forbes.com/sites/moorinsights/people/mattkimball/?sh=54ed36176425

Marvell Liquid Security Annc

https://www.marvell.com/products/security-solutions/liquidsecurity2.html

NetSuite SuiteWorld

https://twitter.com/PatrickMoorhead/status/1575518703407415296?s=20&t=CKX8vYLVSSrZk6q5O2E-mw
https://twitter.com/danielnewmanUV/status/1575161641649393664?s=20&t=m6pGXL_uePC9dT8WQR2jiA

IntelON Event

https://twitter.com/PatrickMoorhead/status/1574792043326451712?s=20&t=CKX8vYLVSSrZk6q5O2E-mw
https://futurumresearch.com/research-notes/intel-innovation-2022-unveils-new-cpus-expanded-dev-cloud/
https://twitter.com/danielnewmanUV/status/1574796545970429963?s=20&t=m6pGXL_uePC9dT8WQR2jiA

Amazon Devices

https://futurumresearch.com/research-notes/ring-camera-now-has-video-end-to-end-encryption-for-its-battery-powered-devices/
https://twitter.com/danielnewmanUV/status/1575193119632461824?s=20&t=CKX8vYLVSSrZk6q5O2E-mw
https://twitter.com/danielnewmanUV/status/1575198317297864704?s=20&t=CKX8vYLVSSrZk6q5O2E-mw
https://twitter.com/danielnewmanUV/status/1575198317297864704?s=20&t=m6pGXL_uePC9dT8WQR2jiA
https://twitter.com/danielnewmanUV/status/1575158997736247296?s=20&t=m6pGXL_uePC9dT8WQR2jiA

Micron Earnings

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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Tune in for a replay of The Six Five Summit’s #Automation #AI #ML #Data #Analytics Spotlight Keynote with Thomas Anderson, VP & GM, Ansible Business Unit, Red Hat. Faster innovation, increased efficiency, and reduced cost are just a few of the benefits companies are realizing from their automation deployments. In order to consume automation at scale, adopting a common automation platform that can be leveraged across an entire infrastructure – from data center to cloud to edge – is imperative. A unified automation strategy focused on your unique business needs must be developed before scaling technology, processes, and culture to support your business with automation. Learn how to increase the adoption of enterprise-wide automation with lessons learned from organizations that have overcome the challenge of going enterprise-wide with their automation strategy.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, and thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s #Automation #AI #ML #Data #Analytics Spotlight Keynote with Thomas Anderson, VP & GM, Ansible Business Unit, Red Hat. Faster innovation, increased efficiency, and reduced cost are just a few of the benefits companies are realizing from their automation deployments. In order to consume automation at scale, adopting a common automation platform that can be leveraged across an entire infrastructure – from data center to cloud to edge – is imperative. A unified automation strategy focused on your unique business needs must be developed before scaling technology, processes, and culture to support your business with automation. Learn how to increase the adoption of enterprise-wide automation with lessons learned from organizations that have overcome the challenge of going enterprise-wide with their automation strategy.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, and thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s #Cloud #Infrastructure Spotlight Keynote with Matt Baker, SVP, Corporate Strategy, Dell Technologies.

Matt has been predicting a hybrid and multi-cloud world for many years. Dell Technologies -- and Matt -- fought the false notion that public cloud was cheaper than owning and operating your own and followed their conviction that cloud was more opportunity than a threat.

In this session, Patrick and Matt discuss that conventional wisdom mocked that conclusion, suggesting that Dell invented the concept to beat back the public cloud and change customer sentiment about it. A decade later, conventional wisdom is finally catching up. Even the public cloud players are enabling customers to run their cloud operating systems where they need them, allowing end-users to deploy on owned and operated hardware of their choice. Great call, Matt.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s #Cloud #Infrastructure Spotlight Keynote with Matt Baker, SVP, Corporate Strategy, Dell Technologies.

Matt has been predicting a hybrid and multi-cloud world for many years. Dell Technologies -- and Matt -- fought the false notion that public cloud was cheaper than owning and operating your own and followed their conviction that cloud was more opportunity than a threat.

In this session, Patrick and Matt discuss that conventional wisdom mocked that conclusion, suggesting that Dell invented the concept to beat back the public cloud and change customer sentiment about it. A decade later, conventional wisdom is finally catching up. Even the public cloud players are enabling customers to run their cloud operating systems where they need them, allowing end-users to deploy on owned and operated hardware of their choice. Great call, Matt.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s #ESG Spotlight Keynote with Jacqueline Woods, CMO, Teradata. DE&I is so often mentioned as one cohesive idea, but they are separate concepts, important in their own ways. Diversity, Equity, and Inclusion each point to different types of changes for organizations working to authentically embrace DE&I. In this session, Futurum’s Daniel Newman and Jacqueline tackle them one by one.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s #ESG Spotlight Keynote with Jacqueline Woods, CMO, Teradata. DE&I is so often mentioned as one cohesive idea, but they are separate concepts, important in their own ways. Diversity, Equity, and Inclusion each point to different types of changes for organizations working to authentically embrace DE&I. In this session, Futurum’s Daniel Newman and Jacqueline tackle them one by one.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s #Collaboration #CX #ContactCenter Spotlight Keynote with Kentis Gopalla, Head of Ecosystem for Phone & Contact Center, Zoom. The way we work and communicate has shifted dramatically in the last two years. Zoom has been at the forefront, developing solutions to ensure people stay connected. And now, they are going one step further. In this session, Kentis sits down with Futurum’s Daniel Newman to explore how Zoom is moving beyond meetings and is creating new solutions to improve the customer experience.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s #Collaboration #CX #ContactCenter Spotlight Keynote with Kentis Gopalla, Head of Ecosystem for Phone & Contact Center, Zoom. The way we work and communicate has shifted dramatically in the last two years. Zoom has been at the forefront, developing solutions to ensure people stay connected. And now, they are going one step further. In this session, Kentis sits down with Futurum’s Daniel Newman to explore how Zoom is moving beyond meetings and is creating new solutions to improve the customer experience.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s #Semiconductor Spotlight Keynote with Jim Anderson, President & CEO, of Lattice Semiconductor. In this Q&A, Jim, and Patrick Moorhead, Principal Analyst at Moor Insights & Strategy, will discuss the industry trends making reprogrammability and flexibility essential for Edge computing applications across the Communications, Computing, Industrial, Automotive, and Consumer markets.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s #Semiconductor Spotlight Keynote with Jim Anderson, President & CEO, of Lattice Semiconductor. In this Q&A, Jim, and Patrick Moorhead, Principal Analyst at Moor Insights & Strategy, will discuss the industry trends making reprogrammability and flexibility essential for Edge computing applications across the Communications, Computing, Industrial, Automotive, and Consumer markets.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s #SaaS #Enterprise #Software Spotlight Keynote with Alysa Taylor, CVP, Industry, Apps, and Data Marketing, Microsoft. The world has changed in every industry. Discover how transformational forces like the push for sustainability, the challenges of our global supply chain, and the rise of the attention economy are requiring organizations to adopt new solutions and remain agile, to thrive in the face of constant change.

In this session, Alysa is live discussing five trends reshaping the world – and how agility is key to helping organizations respond.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s #SaaS #Enterprise #Software Spotlight Keynote with Alysa Taylor, CVP, Industry, Apps, and Data Marketing, Microsoft. The world has changed in every industry. Discover how transformational forces like the push for sustainability, the challenges of our global supply chain, and the rise of the attention economy are requiring organizations to adopt new solutions and remain agile, to thrive in the face of constant change.

In this session, Alysa is live discussing five trends reshaping the world – and how agility is key to helping organizations respond.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s #Connected #Intelligent #Edge Spotlight Keynote with Sailesh Chittipeddi, EVP, GM of IoT & Infrastructure Business Unit, Renesas. Patrick Moorhead is live with Sailesh as he explains his strategy and thoughts around moving intelligence to the edge, how this shapes the consumer and industrial segments, and how Renesas is contributing to this movement today and its plans for the future.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s #Connected #Intelligent #Edge Spotlight Keynote with Sailesh Chittipeddi, EVP, GM of IoT & Infrastructure Business Unit, Renesas. Patrick Moorhead is live with Sailesh as he explains his strategy and thoughts around moving intelligence to the edge, how this shapes the consumer and industrial segments, and how Renesas is contributing to this movement today and its plans for the future.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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On this episode of The Six Five – Insider Edition hosts Daniel Newman and Patrick Moorhead sit down with Alan Peacock, General Manager, Delivery & Operations, IBM Cloud at IBM to take a deep dive into IBM Cloud.

The conversation covered the following:

How IBM prioritizes security and reliability in the IBM Cloud
An overview of new features and capabilities
A look into the pressures clients face when moving to the cloud

To learn more about IBM Cloud, check out their website.

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On this episode of The Six Five – Insider Edition hosts Daniel Newman and Patrick Moorhead sit down with Alan Peacock, General Manager, Delivery & Operations, IBM Cloud at IBM to take a deep dive into IBM Cloud.

The conversation covered the following:

How IBM prioritizes security and reliability in the IBM Cloud
An overview of new features and capabilities
A look into the pressures clients face when moving to the cloud

To learn more about IBM Cloud, check out their website.

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Tune in for a replay of The Six Five Summit’s #Automation #AI #ML #Data #Analytics Spotlight Keynote with Nikhil Krishnan, Group VP, Products, C3 AI. Nearly every digital transformation strategy considers artificial intelligence one of its top priorities, but what is the best way to maximize ROI from your technology investment? Buying ready-made solutions can get you a faster return but may not be optimized or customizable to your unique business needs. Building your own can be an expensive investment, with skills hard to find and a long-term commitment to maintenance, but that alternative may provide the greatest upside. The right approach might be a surprising one.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s #Automation #AI #ML #Data #Analytics Spotlight Keynote with Nikhil Krishnan, Group VP, Products, C3 AI. Nearly every digital transformation strategy considers artificial intelligence one of its top priorities, but what is the best way to maximize ROI from your technology investment? Buying ready-made solutions can get you a faster return but may not be optimized or customizable to your unique business needs. Building your own can be an expensive investment, with skills hard to find and a long-term commitment to maintenance, but that alternative may provide the greatest upside. The right approach might be a surprising one.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

Oracle Earnings

https://futurumresearch.com/research-notes/oracle-q1-revenue-up-18-to-11-4b-as-cloud-revenue-rises/
https://news.yahoo.com/oracle-could-3rd-4th-player-204659605.html

IBM LinuxONE Emperor 4 Announcement

https://twitter.com/PatrickMoorhead/status/1569806759342264320?s=20&t=0nmwrCcwhg5_uh2Ehgv5pQ
https://moorinsightsstrategy.com/research-paper-achieving-sustainability-security-and-scalability-with-ibm-linuxone/
https://futurumresearch.com/research-notes/linuxone-the-penguins-are-back/

Adobe Figma + Earnings

https://www.linkedin.com/posts/patmoorhead_adobe-to-acquire-design-platform-figma-for-activity-6976179369488658432-NDZa?utm_source=share&utm_medium=member_desktop
https://twitter.com/PatrickMoorhead/status/1570411058032181248?s=20&t=0nmwrCcwhg5_uh2Ehgv5pQ
https://twitter.com/PatrickMoorhead/status/1570389703282806784?s=20&t=0nmwrCcwhg5_uh2Ehgv5pQ
https://twitter.com/danielnewmanUV/status/1570384621459673088?s=20&t=eFdXjf_0-e2wiOddzdm1UA
https://futurumresearch.com/research-notes/adobe-q3-revenue-hits-4-4b-up-13-yoy-for-fy2022/

Cadence Verisium and JedAI Platform Announcements

https://twitter.com/PatrickMoorhead/status/1570457557285863426?s=20&t=0nmwrCcwhg5_uh2Ehgv5pQ
https://www.cadence.com/en_US/home/company/newsroom/press-releases/pr/2022/cadence-revolutionizes-verification-productivity-with-the.html
https://www.cadence.com/zh_TW/home/company/newsroom/press-releases/pr/2022/new-cadence-joint-enterprise-data-and-ai-platform-dramatically.html

Tesla Self Driving Under Fire

https://www.theverge.com/2022/9/14/23353787/elon-musk-tesla-lawsuit-autopilot-full-self-driving-promises
https://twitter.com/TaylorOgan/status/1570521813658275842?s=20&t=98Y0lwnUS8tLjUhXkZS4QA
https://techcrunch.com/2016/10/19/musk-targeting-coast-to-coast-test-drive-of-fully-self-driving-tesla-by-late-2017/
https://www.theverge.com/2018/8/1/17641186/tesla-elon-musk-self-driving-coast-to-coast-delay

Arm Neoverse V2 Announcement

https://twitter.com/PatrickMoorhead/thread/1570475198515924995
https://siliconangle.com/2022/09/14/arm-unveils-updated-neoverse-cpu-roadmap-targeting-cloud-hyperscale-hpc-workloads/
https://www.arm.com/company/news/2022/09/redefining-the-global-computing-infrastructure-with-next-generation-arm-neoverse-platforms
https://www.techtarget.com/searchdatacenter/news/252525017/Arm-Neoverse-roadmap-targets-enterprise-infrastructure-cloud

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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Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

Oracle Earnings

https://futurumresearch.com/research-notes/oracle-q1-revenue-up-18-to-11-4b-as-cloud-revenue-rises/
https://news.yahoo.com/oracle-could-3rd-4th-player-204659605.html

IBM LinuxONE Emperor 4 Announcement

https://twitter.com/PatrickMoorhead/status/1569806759342264320?s=20&t=0nmwrCcwhg5_uh2Ehgv5pQ
https://moorinsightsstrategy.com/research-paper-achieving-sustainability-security-and-scalability-with-ibm-linuxone/
https://futurumresearch.com/research-notes/linuxone-the-penguins-are-back/

Adobe Figma + Earnings

https://www.linkedin.com/posts/patmoorhead_adobe-to-acquire-design-platform-figma-for-activity-6976179369488658432-NDZa?utm_source=share&utm_medium=member_desktop
https://twitter.com/PatrickMoorhead/status/1570411058032181248?s=20&t=0nmwrCcwhg5_uh2Ehgv5pQ
https://twitter.com/PatrickMoorhead/status/1570389703282806784?s=20&t=0nmwrCcwhg5_uh2Ehgv5pQ
https://twitter.com/danielnewmanUV/status/1570384621459673088?s=20&t=eFdXjf_0-e2wiOddzdm1UA
https://futurumresearch.com/research-notes/adobe-q3-revenue-hits-4-4b-up-13-yoy-for-fy2022/

Cadence Verisium and JedAI Platform Announcements

https://twitter.com/PatrickMoorhead/status/1570457557285863426?s=20&t=0nmwrCcwhg5_uh2Ehgv5pQ
https://www.cadence.com/en_US/home/company/newsroom/press-releases/pr/2022/cadence-revolutionizes-verification-productivity-with-the.html
https://www.cadence.com/zh_TW/home/company/newsroom/press-releases/pr/2022/new-cadence-joint-enterprise-data-and-ai-platform-dramatically.html

Tesla Self Driving Under Fire

https://www.theverge.com/2022/9/14/23353787/elon-musk-tesla-lawsuit-autopilot-full-self-driving-promises
https://twitter.com/TaylorOgan/status/1570521813658275842?s=20&t=98Y0lwnUS8tLjUhXkZS4QA
https://techcrunch.com/2016/10/19/musk-targeting-coast-to-coast-test-drive-of-fully-self-driving-tesla-by-late-2017/
https://www.theverge.com/2018/8/1/17641186/tesla-elon-musk-self-driving-coast-to-coast-delay

Arm Neoverse V2 Announcement

https://twitter.com/PatrickMoorhead/thread/1570475198515924995
https://siliconangle.com/2022/09/14/arm-unveils-updated-neoverse-cpu-roadmap-targeting-cloud-hyperscale-hpc-workloads/
https://www.arm.com/company/news/2022/09/redefining-the-global-computing-infrastructure-with-next-generation-arm-neoverse-platforms
https://www.techtarget.com/searchdatacenter/news/252525017/Arm-Neoverse-roadmap-targets-enterprise-infrastructure-cloud

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.

View Details

Tune in for a replay of The Six Five Summit’s #Cloud #Infrastructure Spotlight Keynote with Tom Black, EVP & GM, Storage and Data Services, HPE. We’re living in unprecedented times. Organizations are working in hybrid environments more than ever before. Data is growing exponentially and lives in multiple locations -- on-premises, at the edge, and in the public cloud. And, complexity is still a significant concern when businesses want to move faster. In this session, Patrick Moorhead and Tom Black will discuss how you can unlock the value of your data and why the aaS model will help accelerate your business outcomes.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

View Details

Tune in for a replay of The Six Five Summit’s #Cloud #Infrastructure Spotlight Keynote with Tom Black, EVP & GM, Storage and Data Services, HPE. We’re living in unprecedented times. Organizations are working in hybrid environments more than ever before. Data is growing exponentially and lives in multiple locations -- on-premises, at the edge, and in the public cloud. And, complexity is still a significant concern when businesses want to move faster. In this session, Patrick Moorhead and Tom Black will discuss how you can unlock the value of your data and why the aaS model will help accelerate your business outcomes.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s #Environmental #Social #Governance #ESG Spotlight Keynote with Angela Baker, Chief Sustainability Officer, Qualcomm. Shelly Kramer, ESG practice lead at Futurum Research and Angela discuss the rise in global corporate sustainability initiatives, why that's happening and some of the technology solutions that are aiding organizations in measuring and reaching their sustainability goals. They also discuss what to consider when developing corporate ESG strategies, what leaders can do to help facilitate change, buy-in and adoption from the many different stakeholders involved, and the nuances of balancing green/sustainability strategies with profits for the company. This is a conversation that viewers will walk away from better able to develop and deploy their own corporate sustainability initiatives and position themselves for success.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s #Environmental #Social #Governance #ESG Spotlight Keynote with Angela Baker, Chief Sustainability Officer, Qualcomm. Shelly Kramer, ESG practice lead at Futurum Research and Angela discuss the rise in global corporate sustainability initiatives, why that's happening and some of the technology solutions that are aiding organizations in measuring and reaching their sustainability goals. They also discuss what to consider when developing corporate ESG strategies, what leaders can do to help facilitate change, buy-in and adoption from the many different stakeholders involved, and the nuances of balancing green/sustainability strategies with profits for the company. This is a conversation that viewers will walk away from better able to develop and deploy their own corporate sustainability initiatives and position themselves for success.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s #Collaboration #CX #ContactCenter Spotlight Keynote with Rowan Trollope, CEO, Five9. In the contact center, embedded AI will augment and improve human productivity. Empowered humans with the tools to build, train and optimize AI will gain insights into the vast amounts of valuable data that sit in the contact center. It’s this togetherness that unlocks the true power of your workforce and helps you create a customer experience that delights customers and works in the real world. We call this Collaborative Intelligence. Join this session to learn how enterprises are harnessing this collaborative intelligence to transform their businesses.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s #Collaboration #CX #ContactCenter Spotlight Keynote with Rowan Trollope, CEO, Five9. In the contact center, embedded AI will augment and improve human productivity. Empowered humans with the tools to build, train and optimize AI will gain insights into the vast amounts of valuable data that sit in the contact center. It’s this togetherness that unlocks the true power of your workforce and helps you create a customer experience that delights customers and works in the real world. We call this Collaborative Intelligence. Join this session to learn how enterprises are harnessing this collaborative intelligence to transform their businesses.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s #Quantum Spotlight Keynote with Tony Uttley, President & COO, Quantinuum. In November 2021, Honeywell Quantum Solutions and Cambridge Quantum joined to form Quantinuum. Quantinuum is now the largest full-stack quantum computing company in the world and is making incredible progress across quantum computing hardware, operating system, applications and cybersecurity.

In this session, hear from Tony Uttley on the incredible progress and specifically how quantum computing has become relevant now for industries and organizations across the world.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s #Quantum Spotlight Keynote with Tony Uttley, President & COO, Quantinuum. In November 2021, Honeywell Quantum Solutions and Cambridge Quantum joined to form Quantinuum. Quantinuum is now the largest full-stack quantum computing company in the world and is making incredible progress across quantum computing hardware, operating system, applications and cybersecurity.

In this session, hear from Tony Uttley on the incredible progress and specifically how quantum computing has become relevant now for industries and organizations across the world.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

Apple Event: iPhone, Watch, Airpods

https://www.theverge.com/23341046/apple-iphone-14-plus-pro-max-notch-event-announcements-watch-8-se-ultra-airpods-pro

Apple Leverages Qualcomm for Sratellite SOS

https://twitter.com/PatrickMoorhead/status/1567587661178707975?s=20&t=aGXMmWNwlOveYxXJbMPgEA
https://twitter.com/PatrickMoorhead/thread/1567270046052794368

VMware Explore Event

https://blogs.vmware.com/euc/2022/08/vmware-explore-2022-end-user-computing-announcements.html

Apple Plans to Double its Advertising Workforce

https://twitter.com/PatrickMoorhead/status/1566914939314470912?s=20&t=aGXMmWNwlOveYxXJbMPgEA

Intel Cuts Ribbon on Ohio Fab

https://www.wkbn.com/news/today-president-arriving-in-ohio-for-intel-groundbreaking/

Azure Goes GA on Ampere VMs

https://twitter.com/PatrickMoorhead/thread/1564294134474604545
https://azure.microsoft.com/en-us/blog/azure-virtual-machines-with-ampere-altra-arm-based-processors-generally-available/

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.

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

Apple Event: iPhone, Watch, Airpods

https://www.theverge.com/23341046/apple-iphone-14-plus-pro-max-notch-event-announcements-watch-8-se-ultra-airpods-pro

Apple Leverages Qualcomm for Sratellite SOS

https://twitter.com/PatrickMoorhead/status/1567587661178707975?s=20&t=aGXMmWNwlOveYxXJbMPgEA
https://twitter.com/PatrickMoorhead/thread/1567270046052794368

VMware Explore Event

https://blogs.vmware.com/euc/2022/08/vmware-explore-2022-end-user-computing-announcements.html

Apple Plans to Double its Advertising Workforce

https://twitter.com/PatrickMoorhead/status/1566914939314470912?s=20&t=aGXMmWNwlOveYxXJbMPgEA

Intel Cuts Ribbon on Ohio Fab

https://www.wkbn.com/news/today-president-arriving-in-ohio-for-intel-groundbreaking/

Azure Goes GA on Ampere VMs

https://twitter.com/PatrickMoorhead/thread/1564294134474604545
https://azure.microsoft.com/en-us/blog/azure-virtual-machines-with-ampere-altra-arm-based-processors-generally-available/

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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Tune in for a replay of The Six Five Summit’s #semiconductor Spotlight Keynote with Mike Hogan, SVP and GM, Automotive, Industrial & Multi-Market Strategic Business Unit, GlobalFoundries. GlobalFoundries is focused on producing feature-rich chips that comprise more than 90% of overall automotive semiconductor demand. GF, automotive OEMs and other suppliers in the supply chain are collaborating in new ways to spur innovation, bring new features to market faster, and ensure long-term, supply/demand balance. In this session, Daniel and Mike will be discussing the current state of the automotive supply chain and GlobalFoundries role in it.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

View Details

Tune in for a replay of The Six Five Summit’s #semiconductor Spotlight Keynote with Mike Hogan, SVP and GM, Automotive, Industrial & Multi-Market Strategic Business Unit, GlobalFoundries. GlobalFoundries is focused on producing feature-rich chips that comprise more than 90% of overall automotive semiconductor demand. GF, automotive OEMs and other suppliers in the supply chain are collaborating in new ways to spur innovation, bring new features to market faster, and ensure long-term, supply/demand balance. In this session, Daniel and Mike will be discussing the current state of the automotive supply chain and GlobalFoundries role in it.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s #SaaS #Enterprise #Software Spotlight Keynote with Juergen Lindner, SVP, Marketing & SaaS, Oracle. In a world that’s changing fast, the applications an organization uses to run its business need to evolve too. They need to be designed for change in business, technology, and global events. They need to be built to address specific industry needs. And they need to go beyond the buzzwords and deliver innovation that truly matters. In this session, Daniel & Juergen will discuss the trends driving the enterprise apps space, highlight how organizations are adapting their businesses to stay ahead of change, and share his thoughts on what the next wave of innovation will bring.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s #SaaS #Enterprise #Software Spotlight Keynote with Juergen Lindner, SVP, Marketing & SaaS, Oracle. In a world that’s changing fast, the applications an organization uses to run its business need to evolve too. They need to be designed for change in business, technology, and global events. They need to be built to address specific industry needs. And they need to go beyond the buzzwords and deliver innovation that truly matters. In this session, Daniel & Juergen will discuss the trends driving the enterprise apps space, highlight how organizations are adapting their businesses to stay ahead of change, and share his thoughts on what the next wave of innovation will bring.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s #Connected #Intelligent #Edge Spotlight Keynote with Charles Ferland, VP & GM, Edge Computing & Communication Service Providers, Lenovo and David Will, Head of Innovation, Island Conservation. In this session Moor Insights, Will Townsend is live with Charles and David discussing the collaboration of Island Conversation, a non-profit organization with the mission to prevent extinctions, and the community of Robison Crusoe island and Lenovo. After introducing edge computing, it drastically reduced the time to process massive amounts of data at the edge, from weeks to hours. Lenovo’s ThinkEdge portfolio is deployed at one of the remotest locations in the world, handling power, environmental, and many other challenges to deliver faster insights and help the island conservation efforts.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s #Connected #Intelligent #Edge Spotlight Keynote with Charles Ferland, VP & GM, Edge Computing & Communication Service Providers, Lenovo and David Will, Head of Innovation, Island Conservation. In this session Moor Insights, Will Townsend is live with Charles and David discussing the collaboration of Island Conversation, a non-profit organization with the mission to prevent extinctions, and the community of Robison Crusoe island and Lenovo. After introducing edge computing, it drastically reduced the time to process massive amounts of data at the edge, from weeks to hours. Lenovo’s ThinkEdge portfolio is deployed at one of the remotest locations in the world, handling power, environmental, and many other challenges to deliver faster insights and help the island conservation efforts.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s #metaverse Spotlight Keynote with Michael Rubin, Founder & CEO, Dreamium Labs. The Metaverse is barely in its infancy and already is suffering an identity crisis. Pat Moorhead speaks with Mike Rubin about the current state of the Metaverse. They explore why people can't yet understand it, how to simply define it, and what it will take to get to a true Metaverse. They dive deep into the critical role of self-sovereign user identity and how Dreamium Labs solves this very complex foundational technology for the Metaverse.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s #metaverse Spotlight Keynote with Michael Rubin, Founder & CEO, Dreamium Labs. The Metaverse is barely in its infancy and already is suffering an identity crisis. Pat Moorhead speaks with Mike Rubin about the current state of the Metaverse. They explore why people can't yet understand it, how to simply define it, and what it will take to get to a true Metaverse. They dive deep into the critical role of self-sovereign user identity and how Dreamium Labs solves this very complex foundational technology for the Metaverse.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

AMD Ryzen 7000 Desktop Launch

https://twitter.com/PatrickMoorhead/status/1564638371523207168?s=20&t=GpZjKatYYLn9S1ZU-lJAQw
https://www.forbes.com/sites/moorinsights/2022/08/30/amds-ryzen-7000-series-takes-gaming-and-content-creation-to-new-heights-with-zen-4/?sh=6b1eaa5e2e8f
https://twitter.com/danielnewmanUV/status/1564592516745363457?s=20&t=tqOqJ7Y5NVZsjrtLlQOpYQ

HPE Earnings

https://twitter.com/PatrickMoorhead/status/1564712341777879048?s=20&t=TnFWfWqJ_DXiMoq7wyu1Dg
https://twitter.com/danielnewmanUV/status/1564713218215387137?s=20&t=tqOqJ7Y5NVZsjrtLlQOpYQ
https://twitter.com/danielnewmanUV/status/1564238609066168322?s=20&t=tqOqJ7Y5NVZsjrtLlQOpYQ

Amazon Security PSA

https://www.forbes.com/sites/patrickmoorhead/2022/08/22/amazon-wants-everyone-to-protect-themselves-online-with-security-psa/

HP Earnings, Poly Deal Closes

https://twitter.com/danielnewmanUV/status/1564763477549486080?s=20&t=tqOqJ7Y5NVZsjrtLlQOpYQ

Qualcomm IFA Announcements

https://www.forbes.com/sites/patrickmoorhead/2022/09/02/qualcomm-reinforces-at-ifa-that-its-consumer-oems-secret-weapon-against-apple/?sh=4d20d3661c0c

Pure Storage Earnings

https://twitter.com/PatrickMoorhead/status/1565085864497221632?s=20&t=TnFWfWqJ_DXiMoq7wyu1Dg
https://twitter.com/danielnewmanUV/status/1565075332973084673?s=20&t=tqOqJ7Y5NVZsjrtLlQOpY

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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Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

AMD Ryzen 7000 Desktop Launch

https://twitter.com/PatrickMoorhead/status/1564638371523207168?s=20&t=GpZjKatYYLn9S1ZU-lJAQw
https://www.forbes.com/sites/moorinsights/2022/08/30/amds-ryzen-7000-series-takes-gaming-and-content-creation-to-new-heights-with-zen-4/?sh=6b1eaa5e2e8f
https://twitter.com/danielnewmanUV/status/1564592516745363457?s=20&t=tqOqJ7Y5NVZsjrtLlQOpYQ

HPE Earnings

https://twitter.com/PatrickMoorhead/status/1564712341777879048?s=20&t=TnFWfWqJ_DXiMoq7wyu1Dg
https://twitter.com/danielnewmanUV/status/1564713218215387137?s=20&t=tqOqJ7Y5NVZsjrtLlQOpYQ
https://twitter.com/danielnewmanUV/status/1564238609066168322?s=20&t=tqOqJ7Y5NVZsjrtLlQOpYQ

Amazon Security PSA

https://www.forbes.com/sites/patrickmoorhead/2022/08/22/amazon-wants-everyone-to-protect-themselves-online-with-security-psa/

HP Earnings, Poly Deal Closes

https://twitter.com/danielnewmanUV/status/1564763477549486080?s=20&t=tqOqJ7Y5NVZsjrtLlQOpYQ

Qualcomm IFA Announcements

https://www.forbes.com/sites/patrickmoorhead/2022/09/02/qualcomm-reinforces-at-ifa-that-its-consumer-oems-secret-weapon-against-apple/?sh=4d20d3661c0c

Pure Storage Earnings

https://twitter.com/PatrickMoorhead/status/1565085864497221632?s=20&t=TnFWfWqJ_DXiMoq7wyu1Dg
https://twitter.com/danielnewmanUV/status/1565075332973084673?s=20&t=tqOqJ7Y5NVZsjrtLlQOpY

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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Tune in for a replay of The Six Five Summit’s #Automation #AI #ML #Data #Analytics Spotlight Keynote with Tom Treanor, Former CMO, Treasure Data. Data is the lifeblood of business success. Hundreds of millions of pieces of data are created every day. Managing and mining data for actionable insights is an important way that businesses stay competitive. However, in order to do this effectively, organizations need a company-wide, cohesive, and scalable customer data strategy. In this discussion, Tom explores the components of an effective customer data strategy, why it's crucial for the success of business today, and the technology required to build a strong customer data foundation.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s #Automation #AI #ML #Data #Analytics Spotlight Keynote with Tom Treanor, Former CMO, Treasure Data. Data is the lifeblood of business success. Hundreds of millions of pieces of data are created every day. Managing and mining data for actionable insights is an important way that businesses stay competitive. However, in order to do this effectively, organizations need a company-wide, cohesive, and scalable customer data strategy. In this discussion, Tom explores the components of an effective customer data strategy, why it's crucial for the success of business today, and the technology required to build a strong customer data foundation.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Over two days, The Six Five On the Road hosts Daniel Newman and Patrick Moorhead had the opportunity to sit down with key executives across IBM to talk about their full-stack infrastructure and the future of computing. In this interview segment, Daniel and Patrick were joined by Nicholas (Nick) Fuller Fuller, VP, Distributed Cloud at IBM Research, to explore distributed infrastructure, AI, and how IBM’s vision of the future of computing extends to Edge.

Disclaimer: The Six Five Webcast is for information and entertainment purposes only. Over the course of this webcast, we may talk about companies that are publicly traded and we may even reference that fact and their equity share price, but please do not take anything that we say as a recommendation about what you should do with your investment dollars. We are not investment advisors and we do not ask that you treat us as such.

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Over two days, The Six Five On the Road hosts Daniel Newman and Patrick Moorhead had the opportunity to sit down with key executives across IBM to talk about their full-stack infrastructure and the future of computing. In this interview segment, Daniel and Patrick were joined by Nicholas (Nick) Fuller Fuller, VP, Distributed Cloud at IBM Research, to explore distributed infrastructure, AI, and how IBM’s vision of the future of computing extends to Edge.

Disclaimer: The Six Five Webcast is for information and entertainment purposes only. Over the course of this webcast, we may talk about companies that are publicly traded and we may even reference that fact and their equity share price, but please do not take anything that we say as a recommendation about what you should do with your investment dollars. We are not investment advisors and we do not ask that you treat us as such.

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Tune in for a replay of The Six Five Summit’s #Cloud #Infrastructure Spotlight Keynote with Greg Pavlik, Cloud Infrastructure SVP & CTO, Oracle. Artificial Intelligence has become the central pillar of data analysis at scale, with cloud systems providing the expertise and the computing horsepower. But AI itself is dependent on good data. As a result, data management has become the cornerstone for cloud uptake; with autonomous systems and more capable open source enabling AI-driven analytic platforms. Join Greg and Dan for a discussion about how the adoption of multi-cloud will cause a sea change over time as cloud providers move to more distributed and modular implementations aligned to customer needs.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s #Cloud #Infrastructure Spotlight Keynote with Greg Pavlik, Cloud Infrastructure SVP & CTO, Oracle. Artificial Intelligence has become the central pillar of data analysis at scale, with cloud systems providing the expertise and the computing horsepower. But AI itself is dependent on good data. As a result, data management has become the cornerstone for cloud uptake; with autonomous systems and more capable open source enabling AI-driven analytic platforms. Join Greg and Dan for a discussion about how the adoption of multi-cloud will cause a sea change over time as cloud providers move to more distributed and modular implementations aligned to customer needs.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Over two days, The Six Five On the Road hosts Daniel Newman and Patrick Moorhead had the opportunity to sit down with key executives across IBM to talk about their full-stack infrastructure and the future of computing. In this interview segment, Daniel and Patrick were joined by Hillery Hunter, GM, Cloud Industry Platforms & Solutions, CTO IBM Cloud, and IBM Fellow, to talk about how IBM's Cloud fits into their full stack and impacts the future of computing.

Disclaimer: The Six Five Webcast is for information and entertainment purposes only. Over the course of this webcast, we may talk about companies that are publicly traded and we may even reference that fact and their equity share price, but please do not take anything that we say as a recommendation about what you should do with your investment dollars. We are not investment advisors and we do not ask that you treat us as such.

View Details

Over two days, The Six Five On the Road hosts Daniel Newman and Patrick Moorhead had the opportunity to sit down with key executives across IBM to talk about their full-stack infrastructure and the future of computing. In this interview segment, Daniel and Patrick were joined by Hillery Hunter, GM, Cloud Industry Platforms & Solutions, CTO IBM Cloud, and IBM Fellow, to talk about how IBM's Cloud fits into their full stack and impacts the future of computing.

Disclaimer: The Six Five Webcast is for information and entertainment purposes only. Over the course of this webcast, we may talk about companies that are publicly traded and we may even reference that fact and their equity share price, but please do not take anything that we say as a recommendation about what you should do with your investment dollars. We are not investment advisors and we do not ask that you treat us as such.

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Over two days, The Six Five On the Road hosts Daniel Newman and Patrick Moorhead had the opportunity to sit down with key executives across IBM to talk about their full-stack infrastructure and the future of computing. In this interview segment, Patrick and Daniel were joined by IBM's Ross Mauri, GM IBM Z and LinuxONE, to explore the benefits of fundamental science and technology innovation.

Disclaimer: The Six Five Webcast is for information and entertainment purposes only. Over the course of this webcast, we may talk about companies that are publicly traded and we may even reference that fact and their equity share price, but please do not take anything that we say as a recommendation about what you should do with your investment dollars. We are not investment advisors and we do not ask that you treat us as such.

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Over two days, The Six Five On the Road hosts Daniel Newman and Patrick Moorhead had the opportunity to sit down with key executives across IBM to talk about their full-stack infrastructure and the future of computing. In this interview segment, Patrick and Daniel were joined by IBM's Ross Mauri, GM IBM Z and LinuxONE, to explore the benefits of fundamental science and technology innovation.

Disclaimer: The Six Five Webcast is for information and entertainment purposes only. Over the course of this webcast, we may talk about companies that are publicly traded and we may even reference that fact and their equity share price, but please do not take anything that we say as a recommendation about what you should do with your investment dollars. We are not investment advisors and we do not ask that you treat us as such.

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Over two days, The Six Five On the Road hosts Daniel Newman and Patrick Moorhead had the opportunity to sit down with key executives across IBM to talk about their full-stack infrastructure and the future of computing. In this interview segment, Daniel and Patrick were joined by Dr. Mukesh Khare, VP Hybrid Cloud at IBM Research, to talk about IBM’s semiconductor vision and ecosystem.

Disclaimer: The Six Five Webcast is for information and entertainment purposes only. Over the course of this webcast, we may talk about companies that are publicly traded and we may even reference that fact and their equity share price, but please do not take anything that we say as a recommendation about what you should do with your investment dollars. We are not investment advisors and we do not ask that you treat us as such.

View Details

Over two days, The Six Five On the Road hosts Daniel Newman and Patrick Moorhead had the opportunity to sit down with key executives across IBM to talk about their full-stack infrastructure and the future of computing. In this interview segment, Daniel and Patrick were joined by Dr. Mukesh Khare, VP Hybrid Cloud at IBM Research, to talk about IBM’s semiconductor vision and ecosystem.

Disclaimer: The Six Five Webcast is for information and entertainment purposes only. Over the course of this webcast, we may talk about companies that are publicly traded and we may even reference that fact and their equity share price, but please do not take anything that we say as a recommendation about what you should do with your investment dollars. We are not investment advisors and we do not ask that you treat us as such.

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Over two days, The Six Five On the Road hosts Daniel Newman and Patrick Moorhead had the opportunity to sit down with key executives across IBM to talk about their full-stack infrastructure and the future of computing. In this interview segment, Daniel and Patrick were joined by Jay Gambetta, IBM Fellow & VP Quantum Computing at IBM Research, to talk about how Quantum computing is shaping the future of IT.

Disclaimer: The Six Five Webcast is for information and entertainment purposes only. Over the course of this webcast, we may talk about companies that are publicly traded and we may even reference that fact and their equity share price, but please do not take anything that we say as a recommendation about what you should do with your investment dollars. We are not investment advisors and we do not ask that you treat us as such.

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Over two days, The Six Five On the Road hosts Daniel Newman and Patrick Moorhead had the opportunity to sit down with key executives across IBM to talk about their full-stack infrastructure and the future of computing. In this interview segment, Daniel and Patrick were joined by Jay Gambetta, IBM Fellow & VP Quantum Computing at IBM Research, to talk about how Quantum computing is shaping the future of IT.

Disclaimer: The Six Five Webcast is for information and entertainment purposes only. Over the course of this webcast, we may talk about companies that are publicly traded and we may even reference that fact and their equity share price, but please do not take anything that we say as a recommendation about what you should do with your investment dollars. We are not investment advisors and we do not ask that you treat us as such.

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Tune in for a replay of The Six Five Summit’s #Connected #Intelligent #Edge Spotlight Keynote with Aaron Chaisson, VP of Edge & Telecom Marketing, Dell Technologies. Data is proliferating at an exceedingly fast pace. While you will have to manage it, you will need to harness it. And with those challenges come opportunities. The Edge will play an integral role in your strategy and ability to deliver insights that will help you drive new revenue opportunities and improve your customers' experience. In this session, Aaron is live with Daniel Newman discussing how Dell is working with its partners and customers to develop game-changing solutions that harness your data.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s #Connected #Intelligent #Edge Spotlight Keynote with Aaron Chaisson, VP of Edge & Telecom Marketing, Dell Technologies. Data is proliferating at an exceedingly fast pace. While you will have to manage it, you will need to harness it. And with those challenges come opportunities. The Edge will play an integral role in your strategy and ability to deliver insights that will help you drive new revenue opportunities and improve your customers' experience. In this session, Aaron is live with Daniel Newman discussing how Dell is working with its partners and customers to develop game-changing solutions that harness your data.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s #ESG Spotlight Keynote with Sunya Norman, VP of ESG Strategy & Engagement, Saleforce. In this session, Sunya sits down with Shelly Kramer to discuss the value of Stakeholder Capitalism, ESG and sustainability initiatives. They also cover how they build trust with the Stakeholder Impact report and the future of ESG.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s #ESG Spotlight Keynote with Sunya Norman, VP of ESG Strategy & Engagement, Saleforce. In this session, Sunya sits down with Shelly Kramer to discuss the value of Stakeholder Capitalism, ESG and sustainability initiatives. They also cover how they build trust with the Stakeholder Impact report and the future of ESG.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

Intel “SCIP” Fab Co-Investment Program

https://twitter.com/PatrickMoorhead/status/1562072169181376514?s=20&t=Laqmrq3T7lwOokUhVF6peg
Intel Introduces First-of-its-Kind Semiconductor Program (futurumresearch.com)
https://twitter.com/danielnewmanUV/status/1562919709506420738?s=20&t=6r0Vr50qwxDDSly0StTraA

Salesforce Earnings

https://twitter.com/danielnewmanUV/status/1562535417265549312?s=20&t=Laqmrq3T7lwOokUhVF6peg

NVIDIA Earnings

https://twitter.com/PatrickMoorhead/status/1562548130800812032?s=20&t=Laqmrq3T7lwOokUhVF6peg
https://twitter.com/danielnewmanUV/status/1562919709506420738?s=20&t=6r0Vr50qwxDDSly0StTraA
https://www.cnbc.com/video/2022/08/24/futurum-researchs-daniel-newman-breaks-down-tech-stocks-to-watch.html

Zoom Earnings, Perspectives Analyst Event

https://twitter.com/PatrickMoorhead/status/1562465645584781312?s=20&t=Laqmrq3T7lwOokUhVF6peg
https://twitter.com/danielnewmanUV/status/1562475899114573824?s=20&t=Laqmrq3T7lwOokUhVF6peg
https://twitter.com/danielnewmanUV/status/1562465614819520523?s=20&t=Laqmrq3T7lwOokUhVF6peg

Dell Earnings

https://twitter.com/PatrickMoorhead/status/1562901036058099712?s=20&t=q4Hc9wxkTHfJcFNa3XHG8g
https://twitter.com/danielnewmanUV/status/1562903963430576131?s=20&t=6r0Vr50qwxDDSly0StTraA

Marvell Earnings

https://twitter.com/PatrickMoorhead/status/1562933363786371072?t=2UYD3u6C3xmvpk5IafSTBg&s=19
https://twitter.com/danielnewmanUV/status/1562927320800923648?s=20&t=6r0Vr50qwxDDSly0StTraA

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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Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

Intel “SCIP” Fab Co-Investment Program

https://twitter.com/PatrickMoorhead/status/1562072169181376514?s=20&t=Laqmrq3T7lwOokUhVF6peg
Intel Introduces First-of-its-Kind Semiconductor Program (futurumresearch.com)
https://twitter.com/danielnewmanUV/status/1562919709506420738?s=20&t=6r0Vr50qwxDDSly0StTraA

Salesforce Earnings

https://twitter.com/danielnewmanUV/status/1562535417265549312?s=20&t=Laqmrq3T7lwOokUhVF6peg

NVIDIA Earnings

https://twitter.com/PatrickMoorhead/status/1562548130800812032?s=20&t=Laqmrq3T7lwOokUhVF6peg
https://twitter.com/danielnewmanUV/status/1562919709506420738?s=20&t=6r0Vr50qwxDDSly0StTraA
https://www.cnbc.com/video/2022/08/24/futurum-researchs-daniel-newman-breaks-down-tech-stocks-to-watch.html

Zoom Earnings, Perspectives Analyst Event

https://twitter.com/PatrickMoorhead/status/1562465645584781312?s=20&t=Laqmrq3T7lwOokUhVF6peg
https://twitter.com/danielnewmanUV/status/1562475899114573824?s=20&t=Laqmrq3T7lwOokUhVF6peg
https://twitter.com/danielnewmanUV/status/1562465614819520523?s=20&t=Laqmrq3T7lwOokUhVF6peg

Dell Earnings

https://twitter.com/PatrickMoorhead/status/1562901036058099712?s=20&t=q4Hc9wxkTHfJcFNa3XHG8g
https://twitter.com/danielnewmanUV/status/1562903963430576131?s=20&t=6r0Vr50qwxDDSly0StTraA

Marvell Earnings

https://twitter.com/PatrickMoorhead/status/1562933363786371072?t=2UYD3u6C3xmvpk5IafSTBg&s=19
https://twitter.com/danielnewmanUV/status/1562927320800923648?s=20&t=6r0Vr50qwxDDSly0StTraA

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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On this episode of The Six Five – On The Road hosts Daniel Newman and Patrick Moorhead are joined by some of IBM’s leading minds to talk about IBM’s full stack infrastructure and the future of computing.

Their conversations covered:

IBM’s semiconductor vision and ecosystem with Mukesh Khare, VP Hybrid Cloud at IBM Research
The benefits of fundamental science and technology innovation with IBM’s Ross Mauri, GM IBM Z and LinuxONE
How IBM’s Cloud fits into their full stack and impacts the future of computing with Hillery Hunter, GM, Cloud Industry Platforms & Solutions, CTO IBM Cloud, and IBM Fellow
Distributed infrastructure, AI, and how IBM’s vision of the future of computing extends to Edge with Nick Fuller, VP, Distributed Cloud at IBM Research
How Quantum Computing is shaping the future of IT with Jay Gambetta, IBM Fellow & VP Quantum Computing at IBM Research

To learn more about the IBM Research, check out their website.

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On this episode of The Six Five – On The Road hosts Daniel Newman and Patrick Moorhead are joined by some of IBM’s leading minds to talk about IBM’s full stack infrastructure and the future of computing.

Their conversations covered:

IBM’s semiconductor vision and ecosystem with Mukesh Khare, VP Hybrid Cloud at IBM Research
The benefits of fundamental science and technology innovation with IBM’s Ross Mauri, GM IBM Z and LinuxONE
How IBM’s Cloud fits into their full stack and impacts the future of computing with Hillery Hunter, GM, Cloud Industry Platforms & Solutions, CTO IBM Cloud, and IBM Fellow
Distributed infrastructure, AI, and how IBM’s vision of the future of computing extends to Edge with Nick Fuller, VP, Distributed Cloud at IBM Research
How Quantum Computing is shaping the future of IT with Jay Gambetta, IBM Fellow & VP Quantum Computing at IBM Research

To learn more about the IBM Research, check out their website.

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Tune in for a replay of The Six Five Summit’s #Security Spotlight Keynote with Joe Burton, CEO, Telesign. Protecting online identities and building security into daily life is a massive concern for consumers and businesses.In this session, Daniel Newman is live with Joe discussing the future of our online ecosystem, security and how it will all function together as the world transforms into a digital economy.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s #Security Spotlight Keynote with Joe Burton, CEO, Telesign. Protecting online identities and building security into daily life is a massive concern for consumers and businesses.In this session, Daniel Newman is live with Joe discussing the future of our online ecosystem, security and how it will all function together as the world transforms into a digital economy.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s #Collaboration #CX #ContactCenter Spotlight Keynote with Venkat Nagaswamy, CMO, Mitel. The communications market has undergone dramatic changes in the last few years as customer needs have shifted due to the pandemic. In this session, Venkat and Patrick Moorhead explore what these changes mean for the market and what end customers should look for, while offering insight on Mitel's focused approach for the future of communications in business.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s #Collaboration #CX #ContactCenter Spotlight Keynote with Venkat Nagaswamy, CMO, Mitel. The communications market has undergone dramatic changes in the last few years as customer needs have shifted due to the pandemic. In this session, Venkat and Patrick Moorhead explore what these changes mean for the market and what end customers should look for, while offering insight on Mitel's focused approach for the future of communications in business.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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“When we started in the quantum space 10 years ago, nobody really believed you could build a gate model system, but it was believed that you could build an annealing system. So since we were the only ones trying to build a quantum computer back then we selected annealing because there was a pretty good sense that you could build such a beast. And we went ahead and did it about five years ago when everybody else decided to get into the quantum space. So we're, we are the leaders, they're the laggards, when everybody else decided to get into the quantum space, it was believed at that point that you could build a gate model system, the science and the engineering had evolved to the point where it was believed that you could.” -Alan Baratz, CEO, D-Wave Systems

Tune in for a replay of The Six Five Summit’s #Quantum Spotlight Keynote with Alan Baratz, CEO, D-Wave Systems. In this session, hear how D-Wave is applying quantum annealing to help companies solve critical optimization problems and drive real business impact.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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“When we started in the quantum space 10 years ago, nobody really believed you could build a gate model system, but it was believed that you could build an annealing system. So since we were the only ones trying to build a quantum computer back then we selected annealing because there was a pretty good sense that you could build such a beast. And we went ahead and did it about five years ago when everybody else decided to get into the quantum space. So we're, we are the leaders, they're the laggards, when everybody else decided to get into the quantum space, it was believed at that point that you could build a gate model system, the science and the engineering had evolved to the point where it was believed that you could.” -Alan Baratz, CEO, D-Wave Systems

Tune in for a replay of The Six Five Summit’s #Quantum Spotlight Keynote with Alan Baratz, CEO, D-Wave Systems. In this session, hear how D-Wave is applying quantum annealing to help companies solve critical optimization problems and drive real business impact.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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 Tune in for a replay of The Six Five Summit’s Automotive Spotlight Keynote with Nakul Duggal, Senior Vice President & General Manager, Automotive, Qualcomm. In this session, Nakul provides his unique perspectives on the key trends shaping the auto industry, and how companies like Qualcomm are helping automakers, OEMs, and Tier 1 suppliers adapt to an ever-evolving ecosystem. He will also share insights on how the company has taken its expertise in 5G, AI, and other advanced technologies and extended them to automotive to help make vehicles smarter, more connected, and safer, unlocking new opportunities for innovation across the ecosystem

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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 Tune in for a replay of The Six Five Summit’s Automotive Spotlight Keynote with Nakul Duggal, Senior Vice President & General Manager, Automotive, Qualcomm. In this session, Nakul provides his unique perspectives on the key trends shaping the auto industry, and how companies like Qualcomm are helping automakers, OEMs, and Tier 1 suppliers adapt to an ever-evolving ecosystem. He will also share insights on how the company has taken its expertise in 5G, AI, and other advanced technologies and extended them to automotive to help make vehicles smarter, more connected, and safer, unlocking new opportunities for innovation across the ecosystem

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

Cloudera CDP One SaaS Launch

https://blog.cloudera.com/accelerate-analytics-for-all/

Cisco Earnings

https://twitter.com/PatrickMoorhead/status/1560008171757965313?t=kmER5pUIu53f-R-khBHUhQ&s=19

Samsung Unpacked Event

https://www.forbes.com/sites/patrickmoorhead/2022/08/10/samsung-is-in-a-league-of-its-own-with-its-z-series-devices/

Qualcomm Getting Back Into Server Chips?

https://www.bloomberg.com/news/articles/2022-08-18/qualcomm-is-plotting-a-return-to-server-market-with-new-chip

Apple's Diabolical Advertising Strategy

https://www.wsj.com/articles/inside-the-apple-vs-facebook-privacy-fight-11660317376
https://www.bloomberg.com/news/newsletters/2022-08-14/apple-aapl-set-to-expand-advertising-bringing-ads-to-maps-tv-and-books-apps-l6tdqqmg
https://twitter.com/PatrickMoorhead/status/1558878168685154306?s=20&t=siz2YWulbGFJWaX9mUMQNg

More Apple: Google Says Apple Must Fix Texting #GetTheMessage

https://www.androidpolice.com/apple-imessage-rcs-no-incentive/
https://twitter.com/ShiraOvide/status/1558149431022833667?s=20&t=siz2YWulbGFJWaX9mUMQNg
https://www.android.com/get-the-message/

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.

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

Cloudera CDP One SaaS Launch

https://blog.cloudera.com/accelerate-analytics-for-all/

Cisco Earnings

https://twitter.com/PatrickMoorhead/status/1560008171757965313?t=kmER5pUIu53f-R-khBHUhQ&s=19

Samsung Unpacked Event

https://www.forbes.com/sites/patrickmoorhead/2022/08/10/samsung-is-in-a-league-of-its-own-with-its-z-series-devices/

Qualcomm Getting Back Into Server Chips?

https://www.bloomberg.com/news/articles/2022-08-18/qualcomm-is-plotting-a-return-to-server-market-with-new-chip

Apple's Diabolical Advertising Strategy

https://www.wsj.com/articles/inside-the-apple-vs-facebook-privacy-fight-11660317376
https://www.bloomberg.com/news/newsletters/2022-08-14/apple-aapl-set-to-expand-advertising-bringing-ads-to-maps-tv-and-books-apps-l6tdqqmg
https://twitter.com/PatrickMoorhead/status/1558878168685154306?s=20&t=siz2YWulbGFJWaX9mUMQNg

More Apple: Google Says Apple Must Fix Texting #GetTheMessage

https://www.androidpolice.com/apple-imessage-rcs-no-incentive/
https://twitter.com/ShiraOvide/status/1558149431022833667?s=20&t=siz2YWulbGFJWaX9mUMQNg
https://www.android.com/get-the-message/

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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Tune in for a replay of The Six Five Summit’s #semiconductor Spotlight Keynote with Rene Haas, CEO, Arm. There has never been a better time to be in the semiconductor industry – the need for billions of high-performance, energy-efficient chips that are unlocking new opportunities across Automotive, Infrastructure, IoT, Mobile, and the Metaverse. In this session, Patrick Moorhead is live with Rene, highlighting how leaders in the semiconductor industry are working with Arm and defining the future of computing. #ARM

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

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Tune in for a replay of The Six Five Summit’s #semiconductor Spotlight Keynote with Rene Haas, CEO, Arm. There has never been a better time to be in the semiconductor industry – the need for billions of high-performance, energy-efficient chips that are unlocking new opportunities across Automotive, Infrastructure, IoT, Mobile, and the Metaverse. In this session, Patrick Moorhead is live with Rene, highlighting how leaders in the semiconductor industry are working with Arm and defining the future of computing. #ARM

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

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Tune in for a replay of The Six Five Summit’s SaaS enterprise software Spotlight Keynote with Vijay Sundaram, Chief Strategy Officer, Zoho. In this session, Daniel Newman is live with Vijay, discussing Zoho's "unconventional" privacy philosophy that puts their customers and their privacy first. Vijay and Daniel will also explore the current data privacy landscape addressing new laws and regulations companies face and why adopting the unconventional approach might be the right path forward.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s SaaS enterprise software Spotlight Keynote with Vijay Sundaram, Chief Strategy Officer, Zoho. In this session, Daniel Newman is live with Vijay, discussing Zoho's "unconventional" privacy philosophy that puts their customers and their privacy first. Vijay and Daniel will also explore the current data privacy landscape addressing new laws and regulations companies face and why adopting the unconventional approach might be the right path forward.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s #connected #intelligent #edge Spotlight Keynote with Sheila Jordan, Chief Digital Technology Officer, Honeywell. In this session, Daniel Newman is live with Sheila, discussing the aggressive transformation happening right now in the enterprise. She takes a deep dive into the technology trends that we are experiencing as a result of the explosion of data and offers insight into how this will impact the future.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s #connected #intelligent #edge Spotlight Keynote with Sheila Jordan, Chief Digital Technology Officer, Honeywell. In this session, Daniel Newman is live with Sheila, discussing the aggressive transformation happening right now in the enterprise. She takes a deep dive into the technology trends that we are experiencing as a result of the explosion of data and offers insight into how this will impact the future.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s #metaverse Spotlight Keynote with Mathew Sweezey, Director of Market Strategy & Co-Founder of Salesforce Web3 Studio, Salesforce. In this session, Daniel Newman is live with Mathew, discussing what is a metaverse, why should brands care, and what the future holds for this medium.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s #metaverse Spotlight Keynote with Mathew Sweezey, Director of Market Strategy & Co-Founder of Salesforce Web3 Studio, Salesforce. In this session, Daniel Newman is live with Mathew, discussing what is a metaverse, why should brands care, and what the future holds for this medium.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

GlobalFoundries Earnings, Qualcomm Collab

https://twitter.com/PatrickMoorhead/status/1557848929189990400?s=20&t=dv67q_87cba65ehDfVuRLw
https://investors.gf.com/news-releases/news-release-details/globalfoundries-reports-second-quarter-2022-financial-results
https://investors.gf.com/static-files/ff897baf-b0e7-4f6e-a055-7749dda70082
https://investors.gf.com/static-files/9b353422-83a3-4732-9a43-8db7c121463f
https://www.reuters.com/technology/qualcomm-globalfoundries-sign-pact-double-chip-manufacturing-2022-08-08/

Luminar Earnings, Chips Act

Luminar Technologies Q2 2022 Revenue Rises 57% to $9.9M YoY (futurumresearch.com)

Lenovo Earnings

https://twitter.com/PatrickMoorhead/status/1557765298249400323?s=20&t=OSj9zpmV8yeViNelMP-Yzw
https://www.linkedin.com/posts/patmoorhead_services-datacenter-edge-activity-6963541983755653120-Ifvq?utm_source=linkedin_share&utm_medium=member_desktop_web
https://investor.lenovo.com/en/financial/results/presentation_2223_q1.pdf

Micron $40 Billion Memory Fab

https://www.cnbc.com/2022/08/09/micron-to-invest-40-billion-in-us-chip-manufacturing.html
Micron to Invest $40 Billion in U.S. Chip Manufacturing (futurumresearch.com)
Opinion: Semiconductor companies have split into two groups — the resilient and the risky - MarketWatch

NVIDIA, Micron Warnings

https://nvidianews.nvidia.com/news/nvidia-announces-preliminary-financial-resultsfor-second-quarter-fiscal-2023
Nvidia stock drops on preliminary earnings warning (yahoo.com)
Opinion: Semiconductor companies have split into two groups — the resilient and the risky - MarketWatch

Apple’s Colossal Taiwan and China Supply Chain Risk

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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Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

GlobalFoundries Earnings, Qualcomm Collab

https://twitter.com/PatrickMoorhead/status/1557848929189990400?s=20&t=dv67q_87cba65ehDfVuRLw
https://investors.gf.com/news-releases/news-release-details/globalfoundries-reports-second-quarter-2022-financial-results
https://investors.gf.com/static-files/ff897baf-b0e7-4f6e-a055-7749dda70082
https://investors.gf.com/static-files/9b353422-83a3-4732-9a43-8db7c121463f
https://www.reuters.com/technology/qualcomm-globalfoundries-sign-pact-double-chip-manufacturing-2022-08-08/

Luminar Earnings, Chips Act

Luminar Technologies Q2 2022 Revenue Rises 57% to $9.9M YoY (futurumresearch.com)

Lenovo Earnings

https://twitter.com/PatrickMoorhead/status/1557765298249400323?s=20&t=OSj9zpmV8yeViNelMP-Yzw
https://www.linkedin.com/posts/patmoorhead_services-datacenter-edge-activity-6963541983755653120-Ifvq?utm_source=linkedin_share&utm_medium=member_desktop_web
https://investor.lenovo.com/en/financial/results/presentation_2223_q1.pdf

Micron $40 Billion Memory Fab

https://www.cnbc.com/2022/08/09/micron-to-invest-40-billion-in-us-chip-manufacturing.html
Micron to Invest $40 Billion in U.S. Chip Manufacturing (futurumresearch.com)
Opinion: Semiconductor companies have split into two groups — the resilient and the risky - MarketWatch

NVIDIA, Micron Warnings

https://nvidianews.nvidia.com/news/nvidia-announces-preliminary-financial-resultsfor-second-quarter-fiscal-2023
Nvidia stock drops on preliminary earnings warning (yahoo.com)
Opinion: Semiconductor companies have split into two groups — the resilient and the risky - MarketWatch

Apple’s Colossal Taiwan and China Supply Chain Risk

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.

View Details

Tune in for a replay of The Six Five Summit’s #Automation #AI #ML #Data #Analytics Keynote with Spiros Xanthos, Splunk SVP & GM of Observability. Spiros joins Daniel Newman to discuss why everything has moved online and how to continue to operate in such a world (You’ll need observability to do so). From culture shifts to customers, the duo will deep dive into tackling unprecedented data volumes, using data insights to improve end-user outcomes, and finding the right people to help analyze these higher data volumes.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s #Automation #AI #ML #Data #Analytics Keynote with Spiros Xanthos, Splunk SVP & GM of Observability. Spiros joins Daniel Newman to discuss why everything has moved online and how to continue to operate in such a world (You’ll need observability to do so). From culture shifts to customers, the duo will deep dive into tackling unprecedented data volumes, using data insights to improve end-user outcomes, and finding the right people to help analyze these higher data volumes.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s #Cloud #Infrastructure Keynote with Vittorio Viarengo, Vice President, Cross-Cloud Services, VMware. In this session, Patrick Moorhead is live with Vittorio, discussing the evolution of IT and the cloud as applications have become the key driver of the business. Tune in to learn how enterprise companies are developing their multi-cloud strategies and what VMware's vision is for the future.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s #Cloud #Infrastructure Keynote with Vittorio Viarengo, Vice President, Cross-Cloud Services, VMware. In this session, Patrick Moorhead is live with Vittorio, discussing the evolution of IT and the cloud as applications have become the key driver of the business. Tune in to learn how enterprise companies are developing their multi-cloud strategies and what VMware's vision is for the future.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s #Edge #Devices Keynote with Alex Cho, President, Personal Systems, HP Inc. In this session, Patrick Moorhead is live with Alex, discussing the hybrid experience and how this new reality will forever reshape our definition of work as we know it.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

View Details

Tune in for a replay of The Six Five Summit’s #Edge #Devices Keynote with Alex Cho, President, Personal Systems, HP Inc. In this session, Patrick Moorhead is live with Alex, discussing the hybrid experience and how this new reality will forever reshape our definition of work as we know it.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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On this episode of The Six Five – On The Road hosts Daniel Newman and Patrick Moorhead are joined by Dr. Mukesh Khare, Vice President of Hybrid Cloud at IBM Research to discuss the CHIPS Act and how it could impact the semiconductor space.

Their conversation covered:

The importance of the semiconductor and chip business
A little overview of IBM's role with the CHIPS Act
A dive into the American Semiconductor Innovation Coalition

To learn more about the IBM Research, check out their website.

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On this episode of The Six Five – On The Road hosts Daniel Newman and Patrick Moorhead are joined by Dr. Mukesh Khare, Vice President of Hybrid Cloud at IBM Research to discuss the CHIPS Act and how it could impact the semiconductor space.

Their conversation covered:

The importance of the semiconductor and chip business
A little overview of IBM's role with the CHIPS Act
A dive into the American Semiconductor Innovation Coalition

To learn more about the IBM Research, check out their website.

View Details

Tune in for a replay of The Six Five Summit’s #ESG Track Opening Keynote with Fran Katsoudas, Cisco, EVP & Chief People, Policy, and Purpose Officer. In this session, Patrick Moorhead is live with Fran, discussing the evolving role of purpose in business strategy and its implications for the role of the private sector in these dynamic and challenging times. From closing the digital divide to addressing the climate crisis to standing up for social justice, Fran explores the way Cisco is leveraging its technology, people, and ecosystems to Power an Inclusive Future for All, and offers insights to those beginning their ESG and Purpose journeys.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

View Details

Tune in for a replay of The Six Five Summit’s #ESG Track Opening Keynote with Fran Katsoudas, Cisco, EVP & Chief People, Policy, and Purpose Officer. In this session, Patrick Moorhead is live with Fran, discussing the evolving role of purpose in business strategy and its implications for the role of the private sector in these dynamic and challenging times. From closing the digital divide to addressing the climate crisis to standing up for social justice, Fran explores the way Cisco is leveraging its technology, people, and ecosystems to Power an Inclusive Future for All, and offers insights to those beginning their ESG and Purpose journeys.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

AMD Earnings

https://www.cnbc.com/video/2022/08/03/moorhead-its-essentially-a-two-horse-race-between-amd-and-intel.html
https://twitter.com/PatrickMoorhead/status/1554563566430216192?s=20&t=rI-_7UfEx_487lsJlHTNWQ

Zoho Days 2022

https://twitter.com/PatrickMoorhead/status/1551940323928047616?s=20&t=5yMI9NkksXfiRbJNaHfecQ

Micron First to Market with 232 Layer NAND

https://twitter.com/PatrickMoorhead/status/1552017286260727809?s=20&t=5yMI9NkksXfiRbJNaHfecQ
https://www.youtube.com/watch?v=4D_1CVkK57s&ab_channel=MoorInsights%26Strategy

Lattice Earnings

https://twitter.com/PatrickMoorhead/status/1554211325785554952?s=20&t=4xt0UPr343Y_4lpoGL9YXg
https://futurumresearch.com/research-notes/lattice-semiconductor-q2-2022-revenue-hits-record-161m/

Amazon 2021 Sustainability Report

https://www.marketwatch.com/story/the-faanmgs-have-been-whittled-down-to-the-fantastic-four-11659385724

Nancy Pelosi Visits Taiwan

https://finance.yahoo.com/news/pelosis-taiwan-trip-shows-us-and-china-arent-yet-ready-to-fight-over-third-rail-of-chips-144759926.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.

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

AMD Earnings

https://www.cnbc.com/video/2022/08/03/moorhead-its-essentially-a-two-horse-race-between-amd-and-intel.html
https://twitter.com/PatrickMoorhead/status/1554563566430216192?s=20&t=rI-_7UfEx_487lsJlHTNWQ

Zoho Days 2022

https://twitter.com/PatrickMoorhead/status/1551940323928047616?s=20&t=5yMI9NkksXfiRbJNaHfecQ

Micron First to Market with 232 Layer NAND

https://twitter.com/PatrickMoorhead/status/1552017286260727809?s=20&t=5yMI9NkksXfiRbJNaHfecQ
https://www.youtube.com/watch?v=4D_1CVkK57s&ab_channel=MoorInsights%26Strategy

Lattice Earnings

https://twitter.com/PatrickMoorhead/status/1554211325785554952?s=20&t=4xt0UPr343Y_4lpoGL9YXg
https://futurumresearch.com/research-notes/lattice-semiconductor-q2-2022-revenue-hits-record-161m/

Amazon 2021 Sustainability Report

https://www.marketwatch.com/story/the-faanmgs-have-been-whittled-down-to-the-fantastic-four-11659385724

Nancy Pelosi Visits Taiwan

https://finance.yahoo.com/news/pelosis-taiwan-trip-shows-us-and-china-arent-yet-ready-to-fight-over-third-rail-of-chips-144759926.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.

View Details

Tune in for a replay of The Six Five Summit’s Security Track Opening Keynote with Splunk President & CEO Gary Steele as he sits down with Daniel Newman to discuss the data-centric strategy that security teams need in order to improve end-to-end visibility and enhance detection and response operations to, ultimately, strengthen cyber resiliency.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

View Details

Tune in for a replay of The Six Five Summit’s Security Track Opening Keynote with Splunk President & CEO Gary Steele as he sits down with Daniel Newman to discuss the data-centric strategy that security teams need in order to improve end-to-end visibility and enhance detection and response operations to, ultimately, strengthen cyber resiliency.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s #Collaboration #CX #ContactCenter Track Opening Keynote with Panos Panay, EVP & Chief Product Officer, Microsoft. In this session, Patrick Moorhead is live with Panos as they talk product making, career paths, inclusive design, and creating seamless experiences.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s #Collaboration #CX #ContactCenter Track Opening Keynote with Panos Panay, EVP & Chief Product Officer, Microsoft. In this session, Patrick Moorhead is live with Panos as they talk product making, career paths, inclusive design, and creating seamless experiences.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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On this episode of The Six Five – On The Road hosts Daniel Newman and Patrick Moorhead are joined by Patrick Mooney, Senior Vice President, Portfolio Management & CoC, Dell Technologies Services, to discuss Dell Technologies’ portfolio and how they work to meet the needs of their customers.

Their conversation covered:

An overview of Dell’s portfolio and how it has evolved in recent years
A dive into the multi-cloud consulting
An exploration of the different workloads that we are seeing today and the different needs of Dell’s vast customer base
A look into the future and what’s to come for Dell’s portfolio

To learn more about the Dell Technologies, check out their website.

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On this episode of The Six Five – On The Road hosts Daniel Newman and Patrick Moorhead are joined by Patrick Mooney, Senior Vice President, Portfolio Management & CoC, Dell Technologies Services, to discuss Dell Technologies’ portfolio and how they work to meet the needs of their customers.

Their conversation covered:

An overview of Dell’s portfolio and how it has evolved in recent years
A dive into the multi-cloud consulting
An exploration of the different workloads that we are seeing today and the different needs of Dell’s vast customer base
A look into the future and what’s to come for Dell’s portfolio

To learn more about the Dell Technologies, check out their website.

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Tune in for a replay of The Six Five Summit’s Quantum Track Opening Keynote with Jay Gambetta, IBM Fellow & VP, Quantum Computing. In this session, Patrick Moorhead & Daniel Newman are live with Jay, discussing the future of quantum and the collaboration required for commercialization. They touch on how quantum can expand the calculation limits of computers and where this computational edge may first find an advantageous use case in the application landscape. As this technology further matures, it will outline critical interactions between classical and quantum computing architectures.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

View Details

Tune in for a replay of The Six Five Summit’s Quantum Track Opening Keynote with Jay Gambetta, IBM Fellow & VP, Quantum Computing. In this session, Patrick Moorhead & Daniel Newman are live with Jay, discussing the future of quantum and the collaboration required for commercialization. They touch on how quantum can expand the calculation limits of computers and where this computational edge may first find an advantageous use case in the application landscape. As this technology further matures, it will outline critical interactions between classical and quantum computing architectures.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s Automotive Spotlight Keynote with Austin Russell, Luminar Technologies, Founder & CEO. In this session, Why EVs = AVs as Automakers Embrace Lidar to Beat Tesla, Daniel Newman is live with Austin, discussing why car makers are turning to #lidar for next-gen electric vehicles and why full autonomy can be realized following the evolution from ADAS to lidar-powered Proactive Safety™ and highway autonomy. They also touch on Luminar’s progress towards bringing its Iris sensor into series production with automaker customers and expand on the company’s bold vision of saving 100 million lives and 100 trillion hours over the next 100 years.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

View Details

Tune in for a replay of The Six Five Summit’s Automotive Spotlight Keynote with Austin Russell, Luminar Technologies, Founder & CEO. In this session, Why EVs = AVs as Automakers Embrace Lidar to Beat Tesla, Daniel Newman is live with Austin, discussing why car makers are turning to #lidar for next-gen electric vehicles and why full autonomy can be realized following the evolution from ADAS to lidar-powered Proactive Safety™ and highway autonomy. They also touch on Luminar’s progress towards bringing its Iris sensor into series production with automaker customers and expand on the company’s bold vision of saving 100 million lives and 100 trillion hours over the next 100 years.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

Microsoft Earnings

https://twitter.com/PatrickMoorhead/status/1552024184737390593?s=20&t=1sb6acWQK7fooexsva3v5Q
https://twitter.com/PatrickMoorhead/status/1552299002590363650?s=20&t=5yMI9NkksXfiRbJNaHfecQ
https://view.officeapps.live.com/op/view.aspx?src=https://c.s-microsoft.com/en-us/CMSFiles/SlidesFY22Q4.pptx?version=070ad1a9-5b58-9554-efe7-3162f36099d8

Google Earnings

https://twitter.com/PatrickMoorhead/status/1552031769226010624?s=20&t=1sb6acWQK7fooexsva3v5Q
https://abc.xyz/investor/static/pdf/2022Q2_alphabet_earnings_release.pdf?cache=ed395cc

AWS Earnings

https://twitter.com/patrickmoorhead/status/1552768926588739586?s=21&t=I6sp8v32LJ9GXS-B8pr4aw

Honeywell Earnings

https://twitter.com/danielnewmanUV/status/1552617769534906370?s=20&t=-5wFuq3mFZZy2f2cscasaA
https://honeywell.gcs-web.com/static-files/3c6fd57c-eb70-4587-9825-a0d578643d25
https://twitter.com/PatrickMoorhead/status/1552677464878596096?s=20&t=yQIoDTZzzAcpqOAZMBntjw

Intel Earnings; IFS Snags MediaTek as First Wafer Customer

https://twitter.com/PatrickMoorhead/status/1552754174395387905?s=20&t=klN5gjUXgLO8KyOVULs0zA
https://twitter.com/PatrickMoorhead/status/1551545521764028416?s=20&t=5

Qualcomm Earnings & Samsung Deal

https://twitter.com/PatrickMoorhead/status/1552384802279522304?s=20&t=5yMI9NkksXfiRbJNaHfecQ
https://d1io3yog0oux5.cloudfront.net/_35688d2164cb4b7c9dd4df60ea47e262/qualcomm/db/773/7141/file/FY2022+3rd+Quarter+Earnings+Presentation_7.27.22_Final_v2.pdf
https://futurumresearch.com/research-notes/qualcomm-q3-2022-revenue-hits-10-9b-beating-estimates/

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.

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

Microsoft Earnings

https://twitter.com/PatrickMoorhead/status/1552024184737390593?s=20&t=1sb6acWQK7fooexsva3v5Q
https://twitter.com/PatrickMoorhead/status/1552299002590363650?s=20&t=5yMI9NkksXfiRbJNaHfecQ
https://view.officeapps.live.com/op/view.aspx?src=https://c.s-microsoft.com/en-us/CMSFiles/SlidesFY22Q4.pptx?version=070ad1a9-5b58-9554-efe7-3162f36099d8

Google Earnings

https://twitter.com/PatrickMoorhead/status/1552031769226010624?s=20&t=1sb6acWQK7fooexsva3v5Q
https://abc.xyz/investor/static/pdf/2022Q2_alphabet_earnings_release.pdf?cache=ed395cc

AWS Earnings

https://twitter.com/patrickmoorhead/status/1552768926588739586?s=21&t=I6sp8v32LJ9GXS-B8pr4aw

Honeywell Earnings

https://twitter.com/danielnewmanUV/status/1552617769534906370?s=20&t=-5wFuq3mFZZy2f2cscasaA
https://honeywell.gcs-web.com/static-files/3c6fd57c-eb70-4587-9825-a0d578643d25
https://twitter.com/PatrickMoorhead/status/1552677464878596096?s=20&t=yQIoDTZzzAcpqOAZMBntjw

Intel Earnings; IFS Snags MediaTek as First Wafer Customer

https://twitter.com/PatrickMoorhead/status/1552754174395387905?s=20&t=klN5gjUXgLO8KyOVULs0zA
https://twitter.com/PatrickMoorhead/status/1551545521764028416?s=20&t=5

Qualcomm Earnings & Samsung Deal

https://twitter.com/PatrickMoorhead/status/1552384802279522304?s=20&t=5yMI9NkksXfiRbJNaHfecQ
https://d1io3yog0oux5.cloudfront.net/_35688d2164cb4b7c9dd4df60ea47e262/qualcomm/db/773/7141/file/FY2022+3rd+Quarter+Earnings+Presentation_7.27.22_Final_v2.pdf
https://futurumresearch.com/research-notes/qualcomm-q3-2022-revenue-hits-10-9b-beating-estimates/

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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Tune in for a replay of The Six Five Summit’s Semiconductor Track Opening Keynote with Dr. Randhir Thakur, President of Intel Foundry President. During this session, Patrick Moorhead is live with Dr. Thakur to discuss the current state of the semiconductor market and the manufacturing investments IFS is making to build a more resilient supply of semiconductors through Intel’s leading-edge process and packaging technologies and broad portfolio of IP.

Driving the Next Era of Computing with Intel Foundry Services

Semiconductors have never been more essential to the world. Recent events – from pandemic-induced supply chain disruptions to geopolitical instabilities – have shined a renewed spotlight on the importance of this strategic industry. Yet even as the world is witnessing unprecedented supply challenges, demand for advanced chips continues to grow. This demand is driven by inflections in several industries, from automotive electrification and autonomy to the emergence of domain-specific computing architectures in the data center. With its IDM 2.0 strategy, Intel is leading the charge to build a more resilient supply of semiconductors through massive new manufacturing investments in the United States and Europe. Through Intel Foundry Services (IFS), this capacity, along with Intel’s leading-edge process and packaging technologies and broad portfolio of IP, will be available to foundry customers across the globe. When combined with the best of the foundry ecosystem, these powerful capabilities will create a structural shift in the foundry landscape and accelerate the next era of computing.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s Semiconductor Track Opening Keynote with Dr. Randhir Thakur, President of Intel Foundry President. During this session, Patrick Moorhead is live with Dr. Thakur to discuss the current state of the semiconductor market and the manufacturing investments IFS is making to build a more resilient supply of semiconductors through Intel’s leading-edge process and packaging technologies and broad portfolio of IP.

Driving the Next Era of Computing with Intel Foundry Services

Semiconductors have never been more essential to the world. Recent events – from pandemic-induced supply chain disruptions to geopolitical instabilities – have shined a renewed spotlight on the importance of this strategic industry. Yet even as the world is witnessing unprecedented supply challenges, demand for advanced chips continues to grow. This demand is driven by inflections in several industries, from automotive electrification and autonomy to the emergence of domain-specific computing architectures in the data center. With its IDM 2.0 strategy, Intel is leading the charge to build a more resilient supply of semiconductors through massive new manufacturing investments in the United States and Europe. Through Intel Foundry Services (IFS), this capacity, along with Intel’s leading-edge process and packaging technologies and broad portfolio of IP, will be available to foundry customers across the globe. When combined with the best of the foundry ecosystem, these powerful capabilities will create a structural shift in the foundry landscape and accelerate the next era of computing.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s SaaS and Enterprise Software Track Opening Keynote with Julia White, SAP CMSO. During this session, Julia is live outlining the role technology, data, collaboration, & sustainability play in driving successful business transformation.

The Future of Business: Intelligent, Networked, Sustainable

Industries are changing at an unprecedented pace. Supply Chains are continually being disrupted by world events. And sustainability has become not only a global necessity but a business imperative. In this session, Julia White, SAP Chief Marketing & Solutions Officer and Executive Board Member, will outline the role technology, data, and collaboration play in driving successful business transformation. Learn how organizations like Moderna, Lenovo, and Palmolive are reinventing key business processes and innovating for a future that is more resilient, agile, and sustainable.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s SaaS and Enterprise Software Track Opening Keynote with Julia White, SAP CMSO. During this session, Julia is live outlining the role technology, data, collaboration, & sustainability play in driving successful business transformation.

The Future of Business: Intelligent, Networked, Sustainable

Industries are changing at an unprecedented pace. Supply Chains are continually being disrupted by world events. And sustainability has become not only a global necessity but a business imperative. In this session, Julia White, SAP Chief Marketing & Solutions Officer and Executive Board Member, will outline the role technology, data, and collaboration play in driving successful business transformation. Learn how organizations like Moderna, Lenovo, and Palmolive are reinventing key business processes and innovating for a future that is more resilient, agile, and sustainable.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s Metaverse Track Opening Keynote with Raja Koduri, EVP & GM, Accelerated Systems and Graphics Group at Intel. In this session, Patrick Moorhead is live with Raja, charting a course toward our metaverse future.

Powering the Metaverse

This session explores the future of the metaverse, recent industry progress, the exciting future potential, and what Raja describes as one of the biggest computing architecture challenges of our time.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s Metaverse Track Opening Keynote with Raja Koduri, EVP & GM, Accelerated Systems and Graphics Group at Intel. In this session, Patrick Moorhead is live with Raja, charting a course toward our metaverse future.

Powering the Metaverse

This session explores the future of the metaverse, recent industry progress, the exciting future potential, and what Raja describes as one of the biggest computing architecture challenges of our time.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s Connected Intelligent Edge Track Opening Keynote with Akash Palkhiwala, Qualcomm CFO. During this fireside chat, Akash shares with Daniel Newman & Patrick Moorhead his unique insights and perspectives on the technologies that are fueling the creation of the connected intelligent edge and catalyzing a new era of cloud connectivity that is poised to drive transformation across industries and experiences.

Accelerating the Digital Future

We are rapidly moving towards a world where everyone and everything can be intelligently connected. But realizing the full potential of this future requires further innovation at the edge. During this fireside chat, Qualcomm CFO Akash Palkhiwala will share his unique insights and perspectives on the technologies that are fueling the creation of the connected intelligent edge and catalyzing a new era of cloud connectivity that is poised to drive transformation across industries and experiences.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

View Details

Tune in for a replay of The Six Five Summit’s Connected Intelligent Edge Track Opening Keynote with Akash Palkhiwala, Qualcomm CFO. During this fireside chat, Akash shares with Daniel Newman & Patrick Moorhead his unique insights and perspectives on the technologies that are fueling the creation of the connected intelligent edge and catalyzing a new era of cloud connectivity that is poised to drive transformation across industries and experiences.

Accelerating the Digital Future

We are rapidly moving towards a world where everyone and everything can be intelligently connected. But realizing the full potential of this future requires further innovation at the edge. During this fireside chat, Qualcomm CFO Akash Palkhiwala will share his unique insights and perspectives on the technologies that are fueling the creation of the connected intelligent edge and catalyzing a new era of cloud connectivity that is poised to drive transformation across industries and experiences.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

IBM Earnings

https://twitter.com/PatrickMoorhead/status/1549136096377856003?s=20&t=iiyu0aQG9nLBzDmzh2uv0g
https://futurumresearch.com/research-notes/ibm-q2-2022-revenue-up-9-to-15-5b-amid-macro-headwinds/

Slimmer Chips Act Passes Senate

https://twitter.com/patrickmoorhead/status/1549745577516302337?s=21&t=U55lKfK4WHuYPV8g3O2PRA
https://cheddar.com/media/congress-tackles-chips-act-again-to-help-u-s-compete-with-china

Intel Gives a Sneak Peek of its Intel Arc A750 & A770 Desktop GFX

https://www.youtube.com/watch?v=uctDN9uYcXI&ab_channel=IntelGraphics
https://www.youtube.com/watch?v=45n5pnEyw9o&ab_channel=LinusTechTips
https://www.bestbuy.com/site/nvidia-geforce-rtx-3060-ti-8gb-gddr6-pci-express-4-0-graphics-card-steel-and-black/6439402.p?skuId=6439402
https://www.tomshardware.com/news/intel-arc-a750-first-official-benchmarks

SAP Earnings

https://twitter.com/danielnewmanUV/status/1550127321138339853?s=20&t=-y4M0lhr8GYE0VQRRTSbbQ
https://twitter.com/PatrickMoorhead/status/1550235608177688577?s=20&t=N0Q2k2aHPbtTXALyObiAxg

Alexa Live 2022

https://www.forbes.com/sites/patrickmoorhead/2022/07/20/amazon-continues-to-focus-on-ambient-computing-at-alexa-live/?sh=82f6eac558f1
https://twitter.com/danielnewmanUV/status/1549813682414272513?s=20&t=-y4M0lhr8GYE0VQRRTSbbQ
https://futurumresearch.com/research-notes/amazon-alexa-live-2022-featured-exciting-updates-for-smart-home-and-connected-devices-and-big-developer-incentives/

Microsoft Digital Contact Center Platform

https://futurumresearch.com/research-notes/microsoft-digital-contact-center-platform-a-new-solution-for-better-customer-care/

Oracle and Azure DBaaS

https://www.infoworld.com/article/3667443/oracle-partners-with-microsoft-to-launch-database-service-for-azure.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.

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

IBM Earnings

https://twitter.com/PatrickMoorhead/status/1549136096377856003?s=20&t=iiyu0aQG9nLBzDmzh2uv0g
https://futurumresearch.com/research-notes/ibm-q2-2022-revenue-up-9-to-15-5b-amid-macro-headwinds/

Slimmer Chips Act Passes Senate

https://twitter.com/patrickmoorhead/status/1549745577516302337?s=21&t=U55lKfK4WHuYPV8g3O2PRA
https://cheddar.com/media/congress-tackles-chips-act-again-to-help-u-s-compete-with-china

Intel Gives a Sneak Peek of its Intel Arc A750 & A770 Desktop GFX

https://www.youtube.com/watch?v=uctDN9uYcXI&ab_channel=IntelGraphics
https://www.youtube.com/watch?v=45n5pnEyw9o&ab_channel=LinusTechTips
https://www.bestbuy.com/site/nvidia-geforce-rtx-3060-ti-8gb-gddr6-pci-express-4-0-graphics-card-steel-and-black/6439402.p?skuId=6439402
https://www.tomshardware.com/news/intel-arc-a750-first-official-benchmarks

SAP Earnings

https://twitter.com/danielnewmanUV/status/1550127321138339853?s=20&t=-y4M0lhr8GYE0VQRRTSbbQ
https://twitter.com/PatrickMoorhead/status/1550235608177688577?s=20&t=N0Q2k2aHPbtTXALyObiAxg

Alexa Live 2022

https://www.forbes.com/sites/patrickmoorhead/2022/07/20/amazon-continues-to-focus-on-ambient-computing-at-alexa-live/?sh=82f6eac558f1
https://twitter.com/danielnewmanUV/status/1549813682414272513?s=20&t=-y4M0lhr8GYE0VQRRTSbbQ
https://futurumresearch.com/research-notes/amazon-alexa-live-2022-featured-exciting-updates-for-smart-home-and-connected-devices-and-big-developer-incentives/

Microsoft Digital Contact Center Platform

https://futurumresearch.com/research-notes/microsoft-digital-contact-center-platform-a-new-solution-for-better-customer-care/

Oracle and Azure DBaaS

https://www.infoworld.com/article/3667443/oracle-partners-with-microsoft-to-launch-database-service-for-azure.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.

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Tune in for a replay of The Six Five Summit’s Automation/AI/ML/Data/Analytics Track Opening Keynote with Rob Bearden, CEO of Cloudera. In this session, Patrick Moorhead is live with Rob, discussing the business benefits of Cloudera’s hybrid data platform for modern data architectures with data anywhere.

Realizing Your Hybrid Data Future

This session provides valuable guidance for companies now contemplating deployment of multi-cloud or hybrid cloud AI, ML data analytics. Advanced data architectures will be explored including data lakehouse, data fabric and data mesh. This discussion addresses the business benefits of Cloudera’s hybrid data platform for modern data architectures with data anywhere.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

View Details

Tune in for a replay of The Six Five Summit’s Automation/AI/ML/Data/Analytics Track Opening Keynote with Rob Bearden, CEO of Cloudera. In this session, Patrick Moorhead is live with Rob, discussing the business benefits of Cloudera’s hybrid data platform for modern data architectures with data anywhere.

Realizing Your Hybrid Data Future

This session provides valuable guidance for companies now contemplating deployment of multi-cloud or hybrid cloud AI, ML data analytics. Advanced data architectures will be explored including data lakehouse, data fabric and data mesh. This discussion addresses the business benefits of Cloudera’s hybrid data platform for modern data architectures with data anywhere.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s Cloud Infrastructure Opening Keynote with Antonio Neri, CEO of HPE. In this session, Patrick Moorhead meets with Antonio, who shares his insights to help enterprises of all sizes create a comprehensive hybrid, an edge-to-cloud strategy designed to meet the diverse needs of the modern enterprise.

Is Your Enterprise Hybrid by Default or by Design?

Today’s businesses are more distributed and complex than ever with apps and data spread across edges, data centers, colo providers and multiple private and public clouds. Most organizations find themselves hybrid by default, not by design. In this session, Patrick Moorhead meets with Antonio Neri who shares his insights to help enterprises of all sizes create a comprehensive hybrid, edge to cloud strategy designed to meet the diverse needs of the modern enterprise.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

View Details

Tune in for a replay of The Six Five Summit’s Cloud Infrastructure Opening Keynote with Antonio Neri, CEO of HPE. In this session, Patrick Moorhead meets with Antonio, who shares his insights to help enterprises of all sizes create a comprehensive hybrid, an edge-to-cloud strategy designed to meet the diverse needs of the modern enterprise.

Is Your Enterprise Hybrid by Default or by Design?

Today’s businesses are more distributed and complex than ever with apps and data spread across edges, data centers, colo providers and multiple private and public clouds. Most organizations find themselves hybrid by default, not by design. In this session, Patrick Moorhead meets with Antonio Neri who shares his insights to help enterprises of all sizes create a comprehensive hybrid, edge to cloud strategy designed to meet the diverse needs of the modern enterprise.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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On this episode of The Six Five – On The Road hosts Daniel Newman and Patrick Moorhead are joined by Doug Schmitt, President of Dell Technology Services to discuss industry trends, sustainability needs, and what the future holds for Dell and their customers.

Their conversation covered:

The challenges customers are facing with the ongoing pandemic, inflation, and other geopolitical issues
What’s top of mind for Dell’s customers
A dive into how the needs of companies are shifting today
A little overview of Dell’s 2030 sustainability goals

To learn more about the Dell Technology, check out their website.

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On this episode of The Six Five – On The Road hosts Daniel Newman and Patrick Moorhead are joined by Doug Schmitt, President of Dell Technology Services to discuss industry trends, sustainability needs, and what the future holds for Dell and their customers.

Their conversation covered:

The challenges customers are facing with the ongoing pandemic, inflation, and other geopolitical issues
What’s top of mind for Dell’s customers
A dive into how the needs of companies are shifting today
A little overview of Dell’s 2030 sustainability goals

To learn more about the Dell Technology, check out their website.

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Tune in for a replay of The Six Five Summit’s Day Three Opening Keynote with Darius Adamczyk, CEO of Honeywell. In this session, Daniel Newman and Patrick Moorhead sit with Darius and discuss the global sentiment towards today’s climate in the economy, business, tech, and… energy.

Innovation-ready: A Pragmatic Approach to Leading the World's Energy Transition

The world is in transition as enterprises across the globe are moving to more sustainable business practices. Honeywell plays a leading role in the world's energy transition through ESG enablement and measurement and reporting. In this opening keynote session Honeywell Chairman and CEO Darius Adamczyk sits down with Daniel Newman and Patrick Moorhead to explore the global sentiment towards today’s climate in the economy, business, tech and… climate.

Honeywell is already implementing technologies today, so companies can now understand how their environments are tracking with energy, carbon, power, and other climate-critical elements. Darius also discusses the current global environment and how that is affecting the way we live and work.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

View Details

Tune in for a replay of The Six Five Summit’s Day Three Opening Keynote with Darius Adamczyk, CEO of Honeywell. In this session, Daniel Newman and Patrick Moorhead sit with Darius and discuss the global sentiment towards today’s climate in the economy, business, tech, and… energy.

Innovation-ready: A Pragmatic Approach to Leading the World's Energy Transition

The world is in transition as enterprises across the globe are moving to more sustainable business practices. Honeywell plays a leading role in the world's energy transition through ESG enablement and measurement and reporting. In this opening keynote session Honeywell Chairman and CEO Darius Adamczyk sits down with Daniel Newman and Patrick Moorhead to explore the global sentiment towards today’s climate in the economy, business, tech and… climate.

Honeywell is already implementing technologies today, so companies can now understand how their environments are tracking with energy, carbon, power, and other climate-critical elements. Darius also discusses the current global environment and how that is affecting the way we live and work.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s Day One Opening Keynote with Niklas Heuveldop, President & CEO of Ericsson NA. In this session, Daniel Newman and Patrick Moorhead talk with Niklas about the two emerging “big jobs” for 5G networks: how to connect a spectrum of industries and connect the Metaverse everywhere with a wire to local computers.

The Next Big Jobs for 5G Networks: Transform Industries and Connect the Metaverse

The first wave of 5G network buildouts is complete in the United States, and we are on track to reach 150 million subscriptions by the end of 2022. Mobile broadband to smartphones and fixed wireless access where fiber does not go have dominated so far. In this session, we will look at two emerging “big jobs” for 5G networks: how to connect a spectrum of industries and connect the Metaverse everywhere with a wire to local computers.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s Day One Opening Keynote with Niklas Heuveldop, President & CEO of Ericsson NA. In this session, Daniel Newman and Patrick Moorhead talk with Niklas about the two emerging “big jobs” for 5G networks: how to connect a spectrum of industries and connect the Metaverse everywhere with a wire to local computers.

The Next Big Jobs for 5G Networks: Transform Industries and Connect the Metaverse

The first wave of 5G network buildouts is complete in the United States, and we are on track to reach 150 million subscriptions by the end of 2022. Mobile broadband to smartphones and fixed wireless access where fiber does not go have dominated so far. In this session, we will look at two emerging “big jobs” for 5G networks: how to connect a spectrum of industries and connect the Metaverse everywhere with a wire to local computers.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s Day Two Opening Keynote with Matt Murphy, CEO of Marvell Technology. In this session, Daniel Newman and Patrick Moorhead talk with Matt about the market dynamics and shifts driving new paradigms in the semiconductor industry and how the company has evolved to lead the cloud-optimized silicon era.

The Cloud-Optimized Silicon Era

Join Marvell’s President and CEO, Matt Murphy, as he shares the market dynamics and shifts driving new paradigms in the semiconductor industry and how the company has evolved to lead the cloud-optimized silicon era. He will present Marvell’s strategy in its end markets — data center, carrier, automotive and enterprise — as they all continue to converge to the cloud. He’ll explain why every cloud is unique and the critical technology components needed to help customers optimize some of the most complex systems in the world. Finally, Matt will present Marvell’s vision for tomorrow’s data infrastructure and the disruptive technologies that are revolutionizing architectures for the emerging metaverse as well as next-generation artificial intelligence and machine learning applications.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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Tune in for a replay of The Six Five Summit’s Day Two Opening Keynote with Matt Murphy, CEO of Marvell Technology. In this session, Daniel Newman and Patrick Moorhead talk with Matt about the market dynamics and shifts driving new paradigms in the semiconductor industry and how the company has evolved to lead the cloud-optimized silicon era.

The Cloud-Optimized Silicon Era

Join Marvell’s President and CEO, Matt Murphy, as he shares the market dynamics and shifts driving new paradigms in the semiconductor industry and how the company has evolved to lead the cloud-optimized silicon era. He will present Marvell’s strategy in its end markets — data center, carrier, automotive and enterprise — as they all continue to converge to the cloud. He’ll explain why every cloud is unique and the critical technology components needed to help customers optimize some of the most complex systems in the world. Finally, Matt will present Marvell’s vision for tomorrow’s data infrastructure and the disruptive technologies that are revolutionizing architectures for the emerging metaverse as well as next-generation artificial intelligence and machine learning applications.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Google Cloud Goes Arm With Tau T2A

https://twitter.com/PatrickMoorhead/status/1547287821551079426?s=20&t=E6zTWoCjgPHMmnG0Sv2kgw
https://twitter.com/danielnewmanUV/status/1547409743488114691?s=20&t=nOiQBb5BL02MAPiiHVnoHg

Tesla AI Leader Quits - Implications?

https://twitter.com/PatrickMoorhead/status/1547584623403679749?s=20&t=E6zTWoCjgPHMmnG0Sv2kgw

IBM Announces New Power10 Platforms

https://www.forbes.com/sites/moorinsights/2022/07/14/ibm-expands-its-power10-portfolio-for-mission-critical-applications/?sh=78503d013c5e
https://twitter.com/PatrickMoorhead/status/1547582956230680577?s=20&t=E6zTWoCjgPHMmnG0Sv2kgw
https://www.techtarget.com/searchdatacenter/news/252522598/IBM-debuts-low-end-Power10-servers-pay-as-you-go-plan

GlobalFoundries and STMicro Build New European Chip Plant

https://futurumresearch.com/research-notes/stmicroelectronics-globalfoundries-building-new-chip-plant/
https://futurumresearch.com/research-notes/stmicroelectronics-globalfoundries-building-new-chip-plant/

Apple M2-Based MacBook Air Lukewarm Reviews?

https://twitter.com/Techmeme/status/1547570992314081281?s=20&t=E6zTWoCjgPHMmnG0Sv2kgw
https://twitter.com/PatrickMoorhead/status/1547621837282062347?s=20&t=E6zTWoCjgPHMmnG0Sv2kgw
https://twitter.com/PatrickMoorhead/status/1547604346992332802?s=20&t=E6zTWoCjgPHMmnG0Sv2kgw

Apple Blaming Qualcomm For Modem Woes?

https://9to5mac.com/2022/06/30/apple-5g-chip-2/
https://www.patentlyapple.com/2022/06/apple-not-releasing-their-own-5g-modem-chip-relates-to-a-long-standing-patent-battle-with-qualcomm-and-not-because-of-a-devel.html
http://www.fosspatents.com/2022/06/lessons-from-rejection-of-apples-cert.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.

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Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Google Cloud Goes Arm With Tau T2A

https://twitter.com/PatrickMoorhead/status/1547287821551079426?s=20&t=E6zTWoCjgPHMmnG0Sv2kgw
https://twitter.com/danielnewmanUV/status/1547409743488114691?s=20&t=nOiQBb5BL02MAPiiHVnoHg

Tesla AI Leader Quits - Implications?

https://twitter.com/PatrickMoorhead/status/1547584623403679749?s=20&t=E6zTWoCjgPHMmnG0Sv2kgw

IBM Announces New Power10 Platforms

https://www.forbes.com/sites/moorinsights/2022/07/14/ibm-expands-its-power10-portfolio-for-mission-critical-applications/?sh=78503d013c5e
https://twitter.com/PatrickMoorhead/status/1547582956230680577?s=20&t=E6zTWoCjgPHMmnG0Sv2kgw
https://www.techtarget.com/searchdatacenter/news/252522598/IBM-debuts-low-end-Power10-servers-pay-as-you-go-plan

GlobalFoundries and STMicro Build New European Chip Plant

https://futurumresearch.com/research-notes/stmicroelectronics-globalfoundries-building-new-chip-plant/
https://futurumresearch.com/research-notes/stmicroelectronics-globalfoundries-building-new-chip-plant/

Apple M2-Based MacBook Air Lukewarm Reviews?

https://twitter.com/Techmeme/status/1547570992314081281?s=20&t=E6zTWoCjgPHMmnG0Sv2kgw
https://twitter.com/PatrickMoorhead/status/1547621837282062347?s=20&t=E6zTWoCjgPHMmnG0Sv2kgw
https://twitter.com/PatrickMoorhead/status/1547604346992332802?s=20&t=E6zTWoCjgPHMmnG0Sv2kgw

Apple Blaming Qualcomm For Modem Woes?

https://9to5mac.com/2022/06/30/apple-5g-chip-2/
https://www.patentlyapple.com/2022/06/apple-not-releasing-their-own-5g-modem-chip-relates-to-a-long-standing-patent-battle-with-qualcomm-and-not-because-of-a-devel.html
http://www.fosspatents.com/2022/06/lessons-from-rejection-of-apples-cert.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.

View Details

Tune in for a replay of The Six Five Summit’s Event Opening Keynote with Arvind Krishna, Chairman & CEO of IBM. In this session, Daniel Newman and Patrick Moorhead talk with Arvind about innovation's role in driving competitive advantage in hybrid cloud and AI.

Hybrid Cloud & AI: Driving Competitive Advantage with Innovation that Matters

There is a major shift in the strategic role of technology. It is no longer a cost of doing business but a fundamental source of competitive advantage. Meanwhile, businesses face challenges on multiple fronts: sustainability, cybersecurity, supply chain bottlenecks, demographic shifts, inflation, geopolitical instability, and the war for talent and skills. Technology is critical in tackling all of these challenges. Businesses want flexibility of deployment - across multiple public clouds and on-prem, they want speed and they want value. Businesses also face an explosion in data. In this session, IBM CEO Arvind Krishna explains why Hybrid Cloud & AI are the two most important technologies that are driving change for businesses and creating competitive advantage in a complex and challenging world.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

View Details

Tune in for a replay of The Six Five Summit’s Event Opening Keynote with Arvind Krishna, Chairman & CEO of IBM. In this session, Daniel Newman and Patrick Moorhead talk with Arvind about innovation's role in driving competitive advantage in hybrid cloud and AI.

Hybrid Cloud & AI: Driving Competitive Advantage with Innovation that Matters

There is a major shift in the strategic role of technology. It is no longer a cost of doing business but a fundamental source of competitive advantage. Meanwhile, businesses face challenges on multiple fronts: sustainability, cybersecurity, supply chain bottlenecks, demographic shifts, inflation, geopolitical instability, and the war for talent and skills. Technology is critical in tackling all of these challenges. Businesses want flexibility of deployment - across multiple public clouds and on-prem, they want speed and they want value. Businesses also face an explosion in data. In this session, IBM CEO Arvind Krishna explains why Hybrid Cloud & AI are the two most important technologies that are driving change for businesses and creating competitive advantage in a complex and challenging world.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

IBM Databand.AI Acquisition

https://futurumresearch.com/research-notes/ibm-acquires-databand-ai-to-improve-data-observability/

Cloudera Apache Iceberg

https://futurumresearch.com/research-notes/cloudera-cant-wait-apache-iceberg-now-available-on-cloudera-data-platform/

NVIDIA/Siemens Partnership

https://futurumresearch.com/research-notes/nvidia-siemens-partner-to-target-the-industrial-metaverse/

Fedex Set To Close Datacenters

https://www.pcmag.com/news/fedex-to-stop-using-mainframes-close-all-data-centers-by-2024

How fast Will Cloud Adoption Go AWS Chief

https://www.cnbc.com/2022/06/28/aws-ceo-says-the-move-to-cloud-computing-is-only-just-getting-started.html

Twitter Deal In Jeopardy?

https://www.washingtonpost.com/technology/2022/07/07/elon-musk-twitter-jeopardy/

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.

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

IBM Databand.AI Acquisition

https://futurumresearch.com/research-notes/ibm-acquires-databand-ai-to-improve-data-observability/

Cloudera Apache Iceberg

https://futurumresearch.com/research-notes/cloudera-cant-wait-apache-iceberg-now-available-on-cloudera-data-platform/

NVIDIA/Siemens Partnership

https://futurumresearch.com/research-notes/nvidia-siemens-partner-to-target-the-industrial-metaverse/

Fedex Set To Close Datacenters

https://www.pcmag.com/news/fedex-to-stop-using-mainframes-close-all-data-centers-by-2024

How fast Will Cloud Adoption Go AWS Chief

https://www.cnbc.com/2022/06/28/aws-ceo-says-the-move-to-cloud-computing-is-only-just-getting-started.html

Twitter Deal In Jeopardy?

https://www.washingtonpost.com/technology/2022/07/07/elon-musk-twitter-jeopardy/

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.

View Details

On this episode of The Six Five – On The Road hosts Patrick Moorhead and Daniel Newman sit down with AWS’s GM of Industrial IoT and Edge Services, Michael MacKenzie, to talk about the Automation and Robotics in re:MARS.

They discuss:

The roadblocks customers face and ways IoT can help
How AI, IoT, and robotics can come together for better customer experience
AWS’s ability to help automate and streamline business practices
A big announcement

View Details

On this episode of The Six Five – On The Road hosts Patrick Moorhead and Daniel Newman sit down with AWS’s GM of Industrial IoT and Edge Services, Michael MacKenzie, to talk about the Automation and Robotics in re:MARS.

They discuss:

The roadblocks customers face and ways IoT can help
How AI, IoT, and robotics can come together for better customer experience
AWS’s ability to help automate and streamline business practices
A big announcement

View Details

On this episode of The Six Five – On The Road hosts Patrick Moorhead and Daniel Newman are joined by Bratin Saha, VP and General Manager, Machine Learning Services, Amazon AI., to dive into The M in re:MARS.

They talk about:

Machine learning is no longer a thing of the future
How machine learning can be used to solve previously unsolvable issues
The exponentially increasing job opportunities in the growing ML field
How AWS is making ML accessible to everyone

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On this episode of The Six Five – On The Road hosts Patrick Moorhead and Daniel Newman are joined by Bratin Saha, VP and General Manager, Machine Learning Services, Amazon AI., to dive into The M in re:MARS.

They talk about:

Machine learning is no longer a thing of the future
How machine learning can be used to solve previously unsolvable issues
The exponentially increasing job opportunities in the growing ML field
How AWS is making ML accessible to everyone

View Details

On this episode of The Six Five – On The Road hosts Patrick Moorhead and Daniel Newman sit down to give an overview of the recent Amazon re:MARS event that was held in Las Vegas. While at the event they had conversations with Clint Crosier, AWS Director of Space and Satellite, Michael MacKenzie, GM of Industrial IoT and Edge Services, and Bratin Saha, VP and General Manager, Machine Learning Services, Amazon AI.

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On this episode of The Six Five – On The Road hosts Patrick Moorhead and Daniel Newman sit down to give an overview of the recent Amazon re:MARS event that was held in Las Vegas. While at the event they had conversations with Clint Crosier, AWS Director of Space and Satellite, Michael MacKenzie, GM of Industrial IoT and Edge Services, and Bratin Saha, VP and General Manager, Machine Learning Services, Amazon AI.

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On this episode of The Six Five – On The Road hosts Patrick Moorhead and Daniel Newman sat down at the recent Amazon event re:MARS in Las Vegas and were joined by Clint Crosier, AWS Director of Space and Satellite, to discuss the latest happenings in the space and satellite business — an ever-growing arm of AWS.

In this conversation, they cover:

How the cloud can help launch the space & satellite business
Potential consequences of increasing the number of satellites in orbit
The many ways AWS is helping to bolster the space sector
How AWS technologies are being used in the first ever interplanetary mission

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On this episode of The Six Five – On The Road hosts Patrick Moorhead and Daniel Newman sat down at the recent Amazon event re:MARS in Las Vegas and were joined by Clint Crosier, AWS Director of Space and Satellite, to discuss the latest happenings in the space and satellite business — an ever-growing arm of AWS.

In this conversation, they cover:

How the cloud can help launch the space & satellite business
Potential consequences of increasing the number of satellites in orbit
The many ways AWS is helping to bolster the space sector
How AWS technologies are being used in the first ever interplanetary mission

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

HPE Discover

https://futurumresearch.com/research-notes/hpe-goes-big-on-private-cloud-extending-its-greenlake-offerings-at-hpe-discover/
https://twitter.com/PatrickMoorhead/status/1541831264105140225?s=20&t=Z1DLOEIth6DI_81Q9VQwXQ
https://twitter.com/PatrickMoorhead/status/1542181312907210752?t=3-2UhtBqlYda8pGTwlAdjA&s=19

Apple Continues to Use Qualcomm modems; IP Saga Paused?

https://futurumresearch.com/research-notes/qualcomm-likely-to-supply-apple-in-2023-and-quite-possibly-beyond/
https://twitter.com/PatrickMoorhead/status/1541453572965113858?s=20&t=Z1DLOEIth6DI_81Q9VQwXQ
https://twitter.com/PatrickMoorhead/status/1541907691496284160?t=oMXYRf_vziYoReDCmz8s5Q&s=19

Slack Frontiers and Huddles

https://www.forbes.com/sites/patrickmoorhead/2022/06/23/slacks-brings-disruptive-features-to-huddles-at-frontiers-2022/?sh=791eb70925c4

Micron Earnings and Embedded Announcements

https://www.forbes.com/sites/patrickmoorhead/2022/06/25/micron-is-the-first-with-strictest-ddr5-automotive-certification-and-15tb-microsd-sampling/?sh=64bdbb5a2719

Zoom App SDK

https://www.forbes.com/sites/patrickmoorhead/2022/06/23/zooms-app-sdk-for-creating-apps-within-zoom-accelerates-its-platformization/

Chips Act in Focus

https://www.marketwatch.com/story/whos-who-of-chip-and-tech-companies-band-together-to-pass-mega-semiconductor-bill-in-congress-11656523135

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.

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

HPE Discover

https://futurumresearch.com/research-notes/hpe-goes-big-on-private-cloud-extending-its-greenlake-offerings-at-hpe-discover/
https://twitter.com/PatrickMoorhead/status/1541831264105140225?s=20&t=Z1DLOEIth6DI_81Q9VQwXQ
https://twitter.com/PatrickMoorhead/status/1542181312907210752?t=3-2UhtBqlYda8pGTwlAdjA&s=19

Apple Continues to Use Qualcomm modems; IP Saga Paused?

https://futurumresearch.com/research-notes/qualcomm-likely-to-supply-apple-in-2023-and-quite-possibly-beyond/
https://twitter.com/PatrickMoorhead/status/1541453572965113858?s=20&t=Z1DLOEIth6DI_81Q9VQwXQ
https://twitter.com/PatrickMoorhead/status/1541907691496284160?t=oMXYRf_vziYoReDCmz8s5Q&s=19

Slack Frontiers and Huddles

https://www.forbes.com/sites/patrickmoorhead/2022/06/23/slacks-brings-disruptive-features-to-huddles-at-frontiers-2022/?sh=791eb70925c4

Micron Earnings and Embedded Announcements

https://www.forbes.com/sites/patrickmoorhead/2022/06/25/micron-is-the-first-with-strictest-ddr5-automotive-certification-and-15tb-microsd-sampling/?sh=64bdbb5a2719

Zoom App SDK

https://www.forbes.com/sites/patrickmoorhead/2022/06/23/zooms-app-sdk-for-creating-apps-within-zoom-accelerates-its-platformization/

Chips Act in Focus

https://www.marketwatch.com/story/whos-who-of-chip-and-tech-companies-band-together-to-pass-mega-semiconductor-bill-in-congress-11656523135

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.

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

Cisco Live!

https://www.forbes.com/sites/patrickmoorhead/2022/06/16/cisco-leans-into-unified-experiences-at-live-2022/ https://www.forbes.com/sites/patrickmoorhead/2022/06/20/cisco-webex-adds-new-products-and-new-features-to-its-webex-suite-at-cisco-live/
https://twitter.com/PatrickMoorhead/status/1536733450429923328?s=20&t=Gm6Ec9kb9Mj-rKXng3j5Wg
https://futurumresearch.com/research-notes/cisco-live-cisco-envisions-making-cloud-experience-unified-putting-the-onus-on-its-cloud-networking-portfolio/

Amazon reMARS

https://www.forbes.com/sites/patrickmoorhead/2022/06/01/amazon-remars-is-the-place-to-be-if-youre-into-machine-learning-ai-robotics-and-space/
https://twitter.com/PatrickMoorhead/status/1539391804948160512?s=20&t=Gm6Ec9kb9Mj-rKXng3j5Wg
https://www.forbes.com/sites/patrickmoorhead/2022/06/23/aws-and-axiom-are-showing-the-future-of-commercial-space-exploration-with-aws-snowcone/?sh=7b4345de2798
https://twitter.com/PatrickMoorhead/status/1539640573211996160?s=20&t=Gm6Ec9kb9Mj-rKXng3j5Wg
https://twitter.com/PatrickMoorhead/status/1540039667856310275?s=20&t=M-1z4rFzD47UciHKwPXvkw

Splunk Confr

https://futurumresearch.com/research-notes/splunks-conf-recap-platform-and-cloud-are-the-future/

Lenovo ISG Analyst Conference

https://twitter.com/PatrickMoorhead/status/1537417301762482177?s=20&t=Gm6Ec9kb9Mj-rKXng3j5Wg
https://twitter.com/PatrickMoorhead/status/1537413164027064322?s=20&t=Gm6Ec9kb9Mj-rKXng3j5Wg

Qualcomm CellWize

https://futurumresearch.com/futurum-tech-webcast/qualcomm-acquires-cellwize-to-accelerate-5g-and-open-ran-adoption/

Oracle Earnings

https://twitter.com/PatrickMoorhead/status/1536463117567283202?s=20&t=Gm6Ec9kb9Mj-rKXng3j5Wg

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.

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

Cisco Live!

https://www.forbes.com/sites/patrickmoorhead/2022/06/16/cisco-leans-into-unified-experiences-at-live-2022/ https://www.forbes.com/sites/patrickmoorhead/2022/06/20/cisco-webex-adds-new-products-and-new-features-to-its-webex-suite-at-cisco-live/
https://twitter.com/PatrickMoorhead/status/1536733450429923328?s=20&t=Gm6Ec9kb9Mj-rKXng3j5Wg
https://futurumresearch.com/research-notes/cisco-live-cisco-envisions-making-cloud-experience-unified-putting-the-onus-on-its-cloud-networking-portfolio/

Amazon reMARS

https://www.forbes.com/sites/patrickmoorhead/2022/06/01/amazon-remars-is-the-place-to-be-if-youre-into-machine-learning-ai-robotics-and-space/
https://twitter.com/PatrickMoorhead/status/1539391804948160512?s=20&t=Gm6Ec9kb9Mj-rKXng3j5Wg
https://www.forbes.com/sites/patrickmoorhead/2022/06/23/aws-and-axiom-are-showing-the-future-of-commercial-space-exploration-with-aws-snowcone/?sh=7b4345de2798
https://twitter.com/PatrickMoorhead/status/1539640573211996160?s=20&t=Gm6Ec9kb9Mj-rKXng3j5Wg
https://twitter.com/PatrickMoorhead/status/1540039667856310275?s=20&t=M-1z4rFzD47UciHKwPXvkw

Splunk Confr

https://futurumresearch.com/research-notes/splunks-conf-recap-platform-and-cloud-are-the-future/

Lenovo ISG Analyst Conference

https://twitter.com/PatrickMoorhead/status/1537417301762482177?s=20&t=Gm6Ec9kb9Mj-rKXng3j5Wg
https://twitter.com/PatrickMoorhead/status/1537413164027064322?s=20&t=Gm6Ec9kb9Mj-rKXng3j5Wg

Qualcomm CellWize

https://futurumresearch.com/futurum-tech-webcast/qualcomm-acquires-cellwize-to-accelerate-5g-and-open-ran-adoption/

Oracle Earnings

https://twitter.com/PatrickMoorhead/status/1536463117567283202?s=20&t=Gm6Ec9kb9Mj-rKXng3j5Wg

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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On this episode of The Six Five – On The Road we are joined by Mike Sicilia, the Executive Vice President of Oracle Industries as they discuss their recent visit to the grand opening of the Oracle Industry Lab.

Their conversation covered:

The focus of the lab: communications industry, construction engineering, energy and water, manufacturing, public health and safety
A short dive into vertical applications and the vertical edge
Oracle's core vertical differentiators

To learn more about the Oracle Industry Lab, check out their website.

View Details

On this episode of The Six Five – On The Road we are joined by Mike Sicilia, the Executive Vice President of Oracle Industries as they discuss their recent visit to the grand opening of the Oracle Industry Lab.

Their conversation covered:

The focus of the lab: communications industry, construction engineering, energy and water, manufacturing, public health and safety
A short dive into vertical applications and the vertical edge
Oracle's core vertical differentiators

To learn more about the Oracle Industry Lab, check out their website.

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

AMD Financial Analyst Day

https://ir.amd.com/news-events/financial-analyst-day
https://twitter.com/PatrickMoorhead/status/1534973894964170774?s=20&t=H-Lk5juT8BG2dxww7vZTug

Apple WWDC

https://developer.apple.com/wwdc22
https://www.cnet.com/tech/mobile/wwdc-2022-recap-ios-16-everything-else-apple-announced-yesterday/

Pure Storage Updated Portfolio

https://www.forbes.com/sites/moorinsights/2022/06/09/pure-storages-updated-portfolio/

Cloudera

https://futurumresearch.com/research-notes/cloudera-data-platform-cloudera-is-all-in-on-hybrid-data/
https://futurumresearch.com/research-notes/cloudera-data-platform-cloudera-is-all-in-on-hybrid-data/

Quantinuum InQuanto

https://www.forbes.com/sites/moorinsights/2022/06/08/quantinuum-announces-inquanto--an-advanced-computational-chemistry-platform-for-quantum-computers/

Oracle - Cerner a Go

https://www.oracle.com/news/announcement/oracle-purchase-of-cerner-approved-2022-06-01/

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.

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

AMD Financial Analyst Day

https://ir.amd.com/news-events/financial-analyst-day
https://twitter.com/PatrickMoorhead/status/1534973894964170774?s=20&t=H-Lk5juT8BG2dxww7vZTug

Apple WWDC

https://developer.apple.com/wwdc22
https://www.cnet.com/tech/mobile/wwdc-2022-recap-ios-16-everything-else-apple-announced-yesterday/

Pure Storage Updated Portfolio

https://www.forbes.com/sites/moorinsights/2022/06/09/pure-storages-updated-portfolio/

Cloudera

https://futurumresearch.com/research-notes/cloudera-data-platform-cloudera-is-all-in-on-hybrid-data/
https://futurumresearch.com/research-notes/cloudera-data-platform-cloudera-is-all-in-on-hybrid-data/

Quantinuum InQuanto

https://www.forbes.com/sites/moorinsights/2022/06/08/quantinuum-announces-inquanto--an-advanced-computational-chemistry-platform-for-quantum-computers/

Oracle - Cerner a Go

https://www.oracle.com/news/announcement/oracle-purchase-of-cerner-approved-2022-06-01/

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.

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

Amazon Graviton3 Launch

https://www.forbes.com/sites/patrickmoorhead/2022/05/29/amazon-web-services-pushes-the-price-performance-envelope-again-with-graviton3/
https://www.forbes.com/sites/patrickmoorhead/2022/06/01/amazon-remars-is-the-place-to-be-if-youre-into-machine-learning-ai-robotics-and-space/?sh=5e88e4532306
https://youtu.be/vxttjN9gEEs

HPE Fastest Supercomputer and Earnings

https://twitter.com/PatrickMoorhead/status/1531325678234107904?t=BTWtYCK7e6KsvDmZlHmFHQ&s=19
https://twitter.com/PatrickMoorhead/status/1532538515715670016?s=20&t=_lwQbZ88gEL2UhFIQUYl1w
https://twitter.com/danielnewmanUV/status/1532103793311109121?t=x_wOrSUAIRv6skeNBDxTFw&s=19
https://futurumresearch.com/research-notes/hpes-fiscal-q2-2022-earnings-remained-positive-despite-supply-chain-and-mounting-pressures-from-the-russia-and-ukraine-conflict/

LogicMonitor Elevate

https://www.forbes.com/sites/patrickmoorhead/2022/06/02/logicmonitor-launches-its-unified-observability-platform-lm-envision/
https://moorinsightsstrategy.com/logicmonitor-wants-customers-to-start-asking-themselves-hard-questions-about-it-resiliency-%ef%bf%bc/
https://www.logicmonitor.com/resource/readiness-assessment
https://twitter.com/PatrickMoorhead/status/1532352650523582465?s=20&t=_lwQbZ88gEL2UhFIQUYl1w

Salesforce Earnings

https://twitter.com/danielnewmanUV/status/1531778307594797058?t=dRoBOzpZE_NfDXm8pPbSzQ&s=19
https://twitter.com/danielnewmanUV/status/1531741258695196674?t=wMZq2QBu9yia5CrKIwpBjw&s=19
https://futurumresearch.com/research-notes/salesforce-q1-2023-revenue-up-24-yoy-as-subscriptions-gain/

HP Earnings

https://twitter.com/danielnewmanUV/status/1531742188144500736?t=T7RSVYV43qUeSoxqD2Xqqg&s=19
https://twitter.com/PatrickMoorhead/status/1532533392394305549?s=20&t=_lwQbZ88gEL2UhFIQUYl1w
https://www.marketwatch.com/story/hp-sales-earnings-beat-estimates-despite-volatile-macro-environment-11654028239

Pure Storage Earnings

https://twitter.com/sr_mcdowell/status/1532119397166370817?t=CGVbsX87XsfqNPcP-pgq1Q&s=09
https://twitter.com/PatrickMoorhead/status/1532542732907986952?s=20&t=_lwQbZ88gEL2UhFIQUYl1w

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.

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

Amazon Graviton3 Launch

https://www.forbes.com/sites/patrickmoorhead/2022/05/29/amazon-web-services-pushes-the-price-performance-envelope-again-with-graviton3/
https://www.forbes.com/sites/patrickmoorhead/2022/06/01/amazon-remars-is-the-place-to-be-if-youre-into-machine-learning-ai-robotics-and-space/?sh=5e88e4532306
https://youtu.be/vxttjN9gEEs

HPE Fastest Supercomputer and Earnings

https://twitter.com/PatrickMoorhead/status/1531325678234107904?t=BTWtYCK7e6KsvDmZlHmFHQ&s=19
https://twitter.com/PatrickMoorhead/status/1532538515715670016?s=20&t=_lwQbZ88gEL2UhFIQUYl1w
https://twitter.com/danielnewmanUV/status/1532103793311109121?t=x_wOrSUAIRv6skeNBDxTFw&s=19
https://futurumresearch.com/research-notes/hpes-fiscal-q2-2022-earnings-remained-positive-despite-supply-chain-and-mounting-pressures-from-the-russia-and-ukraine-conflict/

LogicMonitor Elevate

https://www.forbes.com/sites/patrickmoorhead/2022/06/02/logicmonitor-launches-its-unified-observability-platform-lm-envision/
https://moorinsightsstrategy.com/logicmonitor-wants-customers-to-start-asking-themselves-hard-questions-about-it-resiliency-%ef%bf%bc/
https://www.logicmonitor.com/resource/readiness-assessment
https://twitter.com/PatrickMoorhead/status/1532352650523582465?s=20&t=_lwQbZ88gEL2UhFIQUYl1w

Salesforce Earnings

https://twitter.com/danielnewmanUV/status/1531778307594797058?t=dRoBOzpZE_NfDXm8pPbSzQ&s=19
https://twitter.com/danielnewmanUV/status/1531741258695196674?t=wMZq2QBu9yia5CrKIwpBjw&s=19
https://futurumresearch.com/research-notes/salesforce-q1-2023-revenue-up-24-yoy-as-subscriptions-gain/

HP Earnings

https://twitter.com/danielnewmanUV/status/1531742188144500736?t=T7RSVYV43qUeSoxqD2Xqqg&s=19
https://twitter.com/PatrickMoorhead/status/1532533392394305549?s=20&t=_lwQbZ88gEL2UhFIQUYl1w
https://www.marketwatch.com/story/hp-sales-earnings-beat-estimates-despite-volatile-macro-environment-11654028239

Pure Storage Earnings

https://twitter.com/sr_mcdowell/status/1532119397166370817?t=CGVbsX87XsfqNPcP-pgq1Q&s=09
https://twitter.com/PatrickMoorhead/status/1532542732907986952?s=20&t=_lwQbZ88gEL2UhFIQUYl1w

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.

View Details

On this episode of The Six Five – Insiders Edition we are joined by Sumit Sadana, Chief Business Officer at Micron for a conversation on the recent Micron Investor Day event.

Their conversation covered:

• A brief review of Micron’s commitments to customers and investors

• How Micron is leading the industry in DRAM and NAND technology

• A dive Micron’s business leadership metrics

• What the future looks like for Micron

View Details

On this episode of The Six Five – Insiders Edition we are joined by Sumit Sadana, Chief Business Officer at Micron for a conversation on the recent Micron Investor Day event.

Their conversation covered:

• A brief review of Micron’s commitments to customers and investors

• How Micron is leading the industry in DRAM and NAND technology

• A dive Micron’s business leadership metrics

• What the future looks like for Micron

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

Microsoft Build

https://futurumresearch.com/research-notes/microsoft-power-platform-released-with-new-low-code-updates-at-microsoft-build/
https://www.zdnet.com/article/project-volterra-microsoft-is-building-an-arm-dev-kit-on-the-snapdragon-compute-platform/

NVIDIA Earnings

https://futurumresearch.com/research-notes/nvidia-q1-2023-earnings-hit-8-29b-quarterly-revenue-record/
https://twitter.com/PatrickMoorhead/status/1530572592372797440?s=20&t=d2QxldO2x8grlPw1bfOYEA

Lenovo Earnings

https://twitter.com/PatrickMoorhead/status/1530602567159275520?s=20&t=KZYRp71svS6294p_rqk_nA

Marvell Earnings

https://twitter.com/PatrickMoorhead/status/1530595153102065664?s=20&t=KZYRp71svS6294p_rqk_nA

Dell Earnings

https://twitter.com/danielnewmanUV/status/1529978005539389440?s=20&t=qu7B6ppIaS35kJihJZkK0w

Broadcom/VMware

https://futurumresearch.com/research-notes/seeking-diversification-broadcom-reportedly-in-talks-to-acquire-cloud-service-provider-vmware/
https://twitter.com/CNBCTechCheck/status/1529854863575760899?s=20&t=d2QxldO2x8grlPw1bfOYEA
https://www.cnbc.com/video/2022/05/26/i-see-this-broadcom-vmware-deal-as-a-giant-conglomerate-play-says-moors-patrick-moorhead.html?__source=sharebar|twitter∥=sharebar
https://twitter.com/PatrickMoorhead/status/1528565536841408512?s=20&t=d2QxldO2x8grlPw1bfOYEA

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.

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

Microsoft Build

https://futurumresearch.com/research-notes/microsoft-power-platform-released-with-new-low-code-updates-at-microsoft-build/
https://www.zdnet.com/article/project-volterra-microsoft-is-building-an-arm-dev-kit-on-the-snapdragon-compute-platform/

NVIDIA Earnings

https://futurumresearch.com/research-notes/nvidia-q1-2023-earnings-hit-8-29b-quarterly-revenue-record/
https://twitter.com/PatrickMoorhead/status/1530572592372797440?s=20&t=d2QxldO2x8grlPw1bfOYEA

Lenovo Earnings

https://twitter.com/PatrickMoorhead/status/1530602567159275520?s=20&t=KZYRp71svS6294p_rqk_nA

Marvell Earnings

https://twitter.com/PatrickMoorhead/status/1530595153102065664?s=20&t=KZYRp71svS6294p_rqk_nA

Dell Earnings

https://twitter.com/danielnewmanUV/status/1529978005539389440?s=20&t=qu7B6ppIaS35kJihJZkK0w

Broadcom/VMware

https://futurumresearch.com/research-notes/seeking-diversification-broadcom-reportedly-in-talks-to-acquire-cloud-service-provider-vmware/
https://twitter.com/CNBCTechCheck/status/1529854863575760899?s=20&t=d2QxldO2x8grlPw1bfOYEA
https://www.cnbc.com/video/2022/05/26/i-see-this-broadcom-vmware-deal-as-a-giant-conglomerate-play-says-moors-patrick-moorhead.html?__source=sharebar|twitter∥=sharebar
https://twitter.com/PatrickMoorhead/status/1528565536841408512?s=20&t=d2QxldO2x8grlPw1bfOYEA

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.

View Details

Patrick Moorhead and Daniel Newman discuss Cisco Q3 FY 2022 earnings results in a Six Five Special 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.

View Details

Patrick Moorhead and Daniel Newman discuss Cisco Q3 FY 2022 earnings results in a Six Five Special 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.

View Details

On this episode of The Six Five – Insiders Edition I am joined by Julia White, SAP's Chief Marketing Officer, Head of Marketing for a conversation around digital cloud, ERP and other SAP solutions.

My conversation with Julia revolved around the following:

Julia’s observations on SAP over the last year
An overview of SAP’s "Always on" innovation
How SAP is focusing on sustainability
How SAP is getting customers to come along on their innovation journey

If you’d like to learn more about SAP visit their website. And don’t forget to subscribe to The Six Five webcast so you never miss an episode.

View Details

On this episode of The Six Five – Insiders Edition I am joined by Julia White, SAP's Chief Marketing Officer, Head of Marketing for a conversation around digital cloud, ERP and other SAP solutions.

My conversation with Julia revolved around the following:

Julia’s observations on SAP over the last year
An overview of SAP’s "Always on" innovation
How SAP is focusing on sustainability
How SAP is getting customers to come along on their innovation journey

If you’d like to learn more about SAP visit their website. And don’t forget to subscribe to The Six Five webcast so you never miss an episode.

View Details

On this episode of The Six Five – Insiders Edition we are joined by Alan Trefler, CEO of Pegasystems for a conversation on the upcoming PegaWorld iNspire — a 2 and half hour virtual event on May 24, 2022.

Their conversation covered:

What attendees can expect from PegaWorld
Some of the key themes that will be covered
A dive into Pega and low code
How Pega is bringing AI and automation together

If you’d like to register for this year’s PegaWorld iNspire you can do register here. And don’t forget to subscribe to The Six Five webcast so you never miss an episode.

View Details

On this episode of The Six Five – Insiders Edition we are joined by Alan Trefler, CEO of Pegasystems for a conversation on the upcoming PegaWorld iNspire — a 2 and half hour virtual event on May 24, 2022.

Their conversation covered:

What attendees can expect from PegaWorld
Some of the key themes that will be covered
A dive into Pega and low code
How Pega is bringing AI and automation together

If you’d like to register for this year’s PegaWorld iNspire you can do register here. And don’t forget to subscribe to The Six Five webcast so you never miss an episode.

View Details

We are LIVE! Talking with Lattice CEO Jim Anderson on Q1 results, growth segments, software strategy & what's next in 2022.

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.

View Details

We are LIVE! Talking with Lattice CEO Jim Anderson on Q1 results, growth segments, software strategy & what's next in 2022.

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.

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

IBM Think - AWS with IBM Apps

https://twitter.com/PatrickMoorhead/status/1524411650178170880?s=20&t=fhxGq98TRA04ppnlwekAvw
https://twitter.com/PatrickMoorhead/status/1524436860063342593?s=20&t=tPP58B2ucj1I1yrtw9IcuA
https://twitter.com/PatrickMoorhead/status/1524369505107038209?s=20&t=tPP58B2ucj1I1yrtw9IcuA
https://twitter.com/PatrickMoorhead/status/1524013032694853641?s=20&t=tPP58B2ucj1I1yrtw9IcuA
https://futurumresearch.com/research-notes/ibm-and-amazon-web-services-sign-collaboration-agreement-to-run-ibm-software-as-a-service-on-aws/

IBM Think - Quantum

https://twitter.com/PatrickMoorhead/status/1524457953893437440?s=20&t=tPP58B2ucj1I1yrtw9IcuA

SAP Sapphire

https://twitter.com/PatrickMoorhead/status/1523761213963837440?s=20&t=tPP58B2ucj1I1yrtw9IcuA

Marvell Acquires Tanzanite

https://twitter.com/PatrickMoorhead/status/1523774648915136512?s=20&t=tPP58B2ucj1I1yrtw9IcuA
https://futurumresearch.com/research-notes/marvell-injects-new-cxl-technology-into-cloud-optimized-cxl-portfolio-with-tanzanite-acquisition/

Zoho Marketing Plus

https://futurumresearch.com/research-notes/zoho-launches-zoho-marketing-plus-a-unified-marketing-platform-designed-to-increase-effectiveness-of-marketing-strategies/

Micron Investor Day

https://twitter.com/PatrickMoorhead/status/1524749681019867139?s=20&t=tPP58B2ucj1I1yrtw9IcuA
https://futurumresearch.com/research-notes/zoho-launches-zoho-marketing-plus-a-unified-marketing-platform-designed-to-increase-effectiveness-of-marketing-strategies/

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.

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

IBM Think - AWS with IBM Apps

https://twitter.com/PatrickMoorhead/status/1524411650178170880?s=20&t=fhxGq98TRA04ppnlwekAvw
https://twitter.com/PatrickMoorhead/status/1524436860063342593?s=20&t=tPP58B2ucj1I1yrtw9IcuA
https://twitter.com/PatrickMoorhead/status/1524369505107038209?s=20&t=tPP58B2ucj1I1yrtw9IcuA
https://twitter.com/PatrickMoorhead/status/1524013032694853641?s=20&t=tPP58B2ucj1I1yrtw9IcuA
https://futurumresearch.com/research-notes/ibm-and-amazon-web-services-sign-collaboration-agreement-to-run-ibm-software-as-a-service-on-aws/

IBM Think - Quantum

https://twitter.com/PatrickMoorhead/status/1524457953893437440?s=20&t=tPP58B2ucj1I1yrtw9IcuA

SAP Sapphire

https://twitter.com/PatrickMoorhead/status/1523761213963837440?s=20&t=tPP58B2ucj1I1yrtw9IcuA

Marvell Acquires Tanzanite

https://twitter.com/PatrickMoorhead/status/1523774648915136512?s=20&t=tPP58B2ucj1I1yrtw9IcuA
https://futurumresearch.com/research-notes/marvell-injects-new-cxl-technology-into-cloud-optimized-cxl-portfolio-with-tanzanite-acquisition/

Zoho Marketing Plus

https://futurumresearch.com/research-notes/zoho-launches-zoho-marketing-plus-a-unified-marketing-platform-designed-to-increase-effectiveness-of-marketing-strategies/

Micron Investor Day

https://twitter.com/PatrickMoorhead/status/1524749681019867139?s=20&t=tPP58B2ucj1I1yrtw9IcuA
https://futurumresearch.com/research-notes/zoho-launches-zoho-marketing-plus-a-unified-marketing-platform-designed-to-increase-effectiveness-of-marketing-strategies/

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.

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis. The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

Dell Technologies World Observations

https://twitter.com/PatrickMoorhead/status/1521536345184768002?s=20&t=_59G-LEBm73byaascDhYmA
https://twitter.com/PatrickMoorhead/status/1521164989142233088?s=20&t=58tpf3yjCNfI1NHX9HUlww
https://www.forbes.com/sites/moorinsights/2022/05/04/multi-cloud-storage-center-stage-at-dell-technologies-world/?sh=56af7c6c1d79

AMD Earnings

https://twitter.com/PatrickMoorhead/status/1522348685849464836?s=20&t=hI9jZTkm8dEutn54zDNMOg
https://twitter.com/danielnewmanUV/status/1521596668432379904?s=20&t=UEtzphY0kVcgwxPdl2lqaA

Lattice Earnings

https://twitter.com/PatrickMoorhead/status/1522353024001314821?s=20&t=d7j-oOjLcYZ5w93OTXRSkw
https://futurumresearch.com/research-notes/lattice-semiconductor-delivers-robust-q1-growth-and-raises-q2-guidance/

T-Mobile's "Internet Freedom"

https://twitter.com/PatrickMoorhead/status/1522021050208473088?s=20&t=_59G-LEBm73byaascDhYmA

Honeywell HCE

Qualcomm Wins VW

https://twitter.com/PatrickMoorhead/status/1521513665110765569?s=20&t=_59G-LEBm73byaascDhYmA

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.

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis. The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

Dell Technologies World Observations

https://twitter.com/PatrickMoorhead/status/1521536345184768002?s=20&t=_59G-LEBm73byaascDhYmA
https://twitter.com/PatrickMoorhead/status/1521164989142233088?s=20&t=58tpf3yjCNfI1NHX9HUlww
https://www.forbes.com/sites/moorinsights/2022/05/04/multi-cloud-storage-center-stage-at-dell-technologies-world/?sh=56af7c6c1d79

AMD Earnings

https://twitter.com/PatrickMoorhead/status/1522348685849464836?s=20&t=hI9jZTkm8dEutn54zDNMOg
https://twitter.com/danielnewmanUV/status/1521596668432379904?s=20&t=UEtzphY0kVcgwxPdl2lqaA

Lattice Earnings

https://twitter.com/PatrickMoorhead/status/1522353024001314821?s=20&t=d7j-oOjLcYZ5w93OTXRSkw
https://futurumresearch.com/research-notes/lattice-semiconductor-delivers-robust-q1-growth-and-raises-q2-guidance/

T-Mobile's "Internet Freedom"

https://twitter.com/PatrickMoorhead/status/1522021050208473088?s=20&t=_59G-LEBm73byaascDhYmA

Honeywell HCE

Qualcomm Wins VW

https://twitter.com/PatrickMoorhead/status/1521513665110765569?s=20&t=_59G-LEBm73byaascDhYmA

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.

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

Microsoft Earnings

https://twitter.com/PatrickMoorhead/status/1519136245078798338?s=20
https://www.bloomberg.com/news/videos/2022-04-27/-bloomberg-technology-full-show-04-26-2022
https://futurumresearch.com/research-notes/microsoft-q3-outpaces-expectations-and-continues-string-of-record-quarters/

Google Earnings

https://twitter.com/PatrickMoorhead/status/1519141269397770241?s=20
https://www.bloomberg.com/news/videos/2022-04-27/-bloomberg-technology-full-show-04-26-2022
https://www.forbes.com/sites/patrickmoorhead/2022/04/25/googles-data-cloud-summit-serves-up-incremental-new-capabilities/

Intel Earnings

https://twitter.com/PatrickMoorhead/status/1519776285949677570?s=20&t=y9WGdcwXxDl6hRKXNYiu7Q
https://twitter.com/danielnewmanUV/status/1519795904768880640?s=20&t=F6e5kA-3WJGicGWoPaOmbA
https://twitter.com/danielnewmanUV/status/1519769725219319814?s=20&t=F6e5kA-3WJGicGWoPaOmbA

Qualcomm Earnings

https://twitter.com/PatrickMoorhead/status/1519496104575860736?s=20&t=y9WGdcwXxDl6hRKXNYiu7Q
https://futurumresearch.com/research-notes/qualcomm-earnings-deliver-above-expectations-in-q2-as-diverse-strategy-pays-off/
https://www.forbes.com/sites/patrickmoorhead/2022/04/14/qualcomm-wins-yet-another-major-automaker-with-its-digital-chassis-stellantis-with-14-brands-more-evidence-that-the-diversification-strategy-is-paying-off/

Honeywell Earnings

https://twitter.com/danielnewmanUV/status/1520011779052642304?s=20&t=F6e5kA-3WJGicGWoPaOmbA
https://twitter.com/PatrickMoorhead/status/1520040288475041793?s=20&t=mWpds8-LRQQ45xKpEYM35g

Oracle Launches Industry Labs

https://twitter.com/PatrickMoorhead/status/1519331342156288002?s=20&t=y9WGdcwXxDl6hRKXNYiu7Q
https://twitter.com/danielnewmanUV/status/1519331274825027587?s=20&t=F6e5kA-3WJGicGWoPaOmbA

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.

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

Microsoft Earnings

https://twitter.com/PatrickMoorhead/status/1519136245078798338?s=20
https://www.bloomberg.com/news/videos/2022-04-27/-bloomberg-technology-full-show-04-26-2022
https://futurumresearch.com/research-notes/microsoft-q3-outpaces-expectations-and-continues-string-of-record-quarters/

Google Earnings

https://twitter.com/PatrickMoorhead/status/1519141269397770241?s=20
https://www.bloomberg.com/news/videos/2022-04-27/-bloomberg-technology-full-show-04-26-2022
https://www.forbes.com/sites/patrickmoorhead/2022/04/25/googles-data-cloud-summit-serves-up-incremental-new-capabilities/

Intel Earnings

https://twitter.com/PatrickMoorhead/status/1519776285949677570?s=20&t=y9WGdcwXxDl6hRKXNYiu7Q
https://twitter.com/danielnewmanUV/status/1519795904768880640?s=20&t=F6e5kA-3WJGicGWoPaOmbA
https://twitter.com/danielnewmanUV/status/1519769725219319814?s=20&t=F6e5kA-3WJGicGWoPaOmbA

Qualcomm Earnings

https://twitter.com/PatrickMoorhead/status/1519496104575860736?s=20&t=y9WGdcwXxDl6hRKXNYiu7Q
https://futurumresearch.com/research-notes/qualcomm-earnings-deliver-above-expectations-in-q2-as-diverse-strategy-pays-off/
https://www.forbes.com/sites/patrickmoorhead/2022/04/14/qualcomm-wins-yet-another-major-automaker-with-its-digital-chassis-stellantis-with-14-brands-more-evidence-that-the-diversification-strategy-is-paying-off/

Honeywell Earnings

https://twitter.com/danielnewmanUV/status/1520011779052642304?s=20&t=F6e5kA-3WJGicGWoPaOmbA
https://twitter.com/PatrickMoorhead/status/1520040288475041793?s=20&t=mWpds8-LRQQ45xKpEYM35g

Oracle Launches Industry Labs

https://twitter.com/PatrickMoorhead/status/1519331342156288002?s=20&t=y9WGdcwXxDl6hRKXNYiu7Q
https://twitter.com/danielnewmanUV/status/1519331274825027587?s=20&t=F6e5kA-3WJGicGWoPaOmbA

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.

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis. The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

IBM Earnings

https://twitter.com/PatrickMoorhead/status/1516511769707130881?s=20&t=kyynJphtmPktbHST0vBwpg
https://futurumresearch.com/research-notes/ibm-systems-revenue-put-into-a-historical-context/
https://futurumresearch.com/research-notes/ibm-kicks-off-earnings-season-with-a-bang-as-focus-pays-off/

Intel Net Zero by 2040

https://futurumresearch.com/research-notes/intel-pledges-to-reduce-its-greenhouse-gas-emissions-to-net-zero-by-2040-for-all-intel-facilities-and-to-lower-carbon-footprints-of-intel-products-and-platforms/

Earth Day Device Hypocrisy?

https://twitter.com/PatrickMoorhead/status/1516450159542087686?s=20&t=x_nj4LbSfeN8FKWm0UKECg

SAP Earnings

https://twitter.com/PatrickMoorhead/status/1517478966369607681?s=20&t=zSQQZa6myPp7ZELWxaaAYw
https://twitter.com/danielnewmanUV/status/1517465009898541061?s=20&t=Tm3rqSamsWfpxhALCp4trg

SAP Pulls Completely Out of Russia

https://news.sap.com/2022/04/sap-plans-russia-exit/
https://twitter.com/PatrickMoorhead/status/1517501790253629440?s=20&t=zSQQZa6myPp7ZELWxaaAYw

TSMC Big Quarter Reflect Chip Strength?

https://www.marketwatch.com/story/have-semiconductor-companies-performance-decoupled-from-the-economy-taiwan-semi-earnings-say-yes-but-well-get-a-clearer-picture-soon-11650379541

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.

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis. The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

IBM Earnings

https://twitter.com/PatrickMoorhead/status/1516511769707130881?s=20&t=kyynJphtmPktbHST0vBwpg
https://futurumresearch.com/research-notes/ibm-systems-revenue-put-into-a-historical-context/
https://futurumresearch.com/research-notes/ibm-kicks-off-earnings-season-with-a-bang-as-focus-pays-off/

Intel Net Zero by 2040

https://futurumresearch.com/research-notes/intel-pledges-to-reduce-its-greenhouse-gas-emissions-to-net-zero-by-2040-for-all-intel-facilities-and-to-lower-carbon-footprints-of-intel-products-and-platforms/

Earth Day Device Hypocrisy?

https://twitter.com/PatrickMoorhead/status/1516450159542087686?s=20&t=x_nj4LbSfeN8FKWm0UKECg

SAP Earnings

https://twitter.com/PatrickMoorhead/status/1517478966369607681?s=20&t=zSQQZa6myPp7ZELWxaaAYw
https://twitter.com/danielnewmanUV/status/1517465009898541061?s=20&t=Tm3rqSamsWfpxhALCp4trg

SAP Pulls Completely Out of Russia

https://news.sap.com/2022/04/sap-plans-russia-exit/
https://twitter.com/PatrickMoorhead/status/1517501790253629440?s=20&t=zSQQZa6myPp7ZELWxaaAYw

TSMC Big Quarter Reflect Chip Strength?

https://www.marketwatch.com/story/have-semiconductor-companies-performance-decoupled-from-the-economy-taiwan-semi-earnings-say-yes-but-well-get-a-clearer-picture-soon-11650379541

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.

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

Qualcomm Announces 14 Brand Stellantis Auto Win

https://www.forbes.com/sites/patrickmoorhead/2022/04/14/qualcomm-wins-yet-another-major-automaker-with-its-digital-chassis-stellantis-with-14-brands-more-evidence-that-the-diversification-strategy-is-paying-off/
https://bit.ly/3vnUBHX

Honeywell Aerospace UAS/UAM Tour

https://twitter.com/PatrickMoorhead/status/1512473532399173632?s=20&t=zK3_z7ZCD0aHPxL278qy5w
https://youtu.be/DBgq8qivRdU
https://aerospace.honeywell.com/us/en/learn/supported-platforms/urban-air-mobility
Honeywell Brings the Future of Urban and Advanced Aerial Mobility (futurumresearch.com)

Box Announces Canvas

https://www.businesswire.com/news/home/20220412005454/en/Box-Announces-Box-Canvas-to-Power-Collaboration-Across-the-Hybrid-Workplace

DOJ Proposes Patent Protection Changes

https://futurumresearch.com/research-notes/critical-proposed-change-to-patent-policy-to-potentially-impact-american-tech-companies/

Elon Goes Hostile on Twitter

https://twitter.com/PatrickMoorhead/status/1514575215493357571?s=20&t=y0RfDuYO34bbJOZf3hr8Jg
https://marketscale.com/industries/software-and-technology/can-an-elon-musk-owned-twitter-meet-its-free-speech-social-imperative/
https://www.wsj.com/articles/elon-musk-suggests-changes-to-twitter-blue-subscription-service-11649605777

Apple’s Tim Cook Heads to Washington

https://www.marketwatch.com/story/apples-cook-on-privacy-we-live-in-a-data-industrial-complex-built-on-surveillance-11649777526?mod=jon-swartz

Six Five Summit 2022 Event Overview

https://thesixfivesummit.com/

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.

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

Qualcomm Announces 14 Brand Stellantis Auto Win

https://www.forbes.com/sites/patrickmoorhead/2022/04/14/qualcomm-wins-yet-another-major-automaker-with-its-digital-chassis-stellantis-with-14-brands-more-evidence-that-the-diversification-strategy-is-paying-off/
https://bit.ly/3vnUBHX

Honeywell Aerospace UAS/UAM Tour

https://twitter.com/PatrickMoorhead/status/1512473532399173632?s=20&t=zK3_z7ZCD0aHPxL278qy5w
https://youtu.be/DBgq8qivRdU
https://aerospace.honeywell.com/us/en/learn/supported-platforms/urban-air-mobility
Honeywell Brings the Future of Urban and Advanced Aerial Mobility (futurumresearch.com)

Box Announces Canvas

https://www.businesswire.com/news/home/20220412005454/en/Box-Announces-Box-Canvas-to-Power-Collaboration-Across-the-Hybrid-Workplace

DOJ Proposes Patent Protection Changes

https://futurumresearch.com/research-notes/critical-proposed-change-to-patent-policy-to-potentially-impact-american-tech-companies/

Elon Goes Hostile on Twitter

https://twitter.com/PatrickMoorhead/status/1514575215493357571?s=20&t=y0RfDuYO34bbJOZf3hr8Jg
https://marketscale.com/industries/software-and-technology/can-an-elon-musk-owned-twitter-meet-its-free-speech-social-imperative/
https://www.wsj.com/articles/elon-musk-suggests-changes-to-twitter-blue-subscription-service-11649605777

Apple’s Tim Cook Heads to Washington

https://www.marketwatch.com/story/apples-cook-on-privacy-we-live-in-a-data-industrial-complex-built-on-surveillance-11649777526?mod=jon-swartz

Six Five Summit 2022 Event Overview

https://thesixfivesummit.com/

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.

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

AMD Acquires Pensando

https://twitter.com/PatrickMoorhead/status/1510967279818784769?s=20&t=RGF_uv-BkOPo9q12H8Ghaw
https://futurumresearch.com/research-notes/amds-1-9b-acquisition-of-pensado/

Qualcomm Closes Arriver Acquisition

https://www.youtube.com/watch?v=tgCVy1Wk9Qk

IBM Announces z16

https://twitter.com/PatrickMoorhead/status/1510994689641562119?s=20&t=RGF_uv-BkOPo9q12H8Ghaw
https://futurumresearch.com/research-notes/ibms-new-z16-mainframe-a-deep-dive/
https://www.forbes.com/sites/patrickmoorhead/2022/04/05/ibm-z16--the-mainframe-is-dead-long-live-the-mainframe/?sh=5778a64f6ee9

LeaderShIP Event

https://www.futurumresearch.com/research-notes/leadership-2022-sheds-a-light-on-critical-ip-innovation-national-security-challenges/
https://youtu.be/vUe3LhItDCw

Azure Goes Arm with Ampere

https://twitter.com/PatrickMoorhead/status/1511047817720385538?s=20&t=drg3sOCdAfvalkvzNHO1hA
https://azure.microsoft.com/en-us/blog/now-in-preview-azure-virtual-machines-with-ampere-altra-armbased-processors/
https://amperecomputing.com/blogs/2022-04-04/ampere-altra-now-available-on-microsoft-azure-cloud-platform.html
https://www.arm.com/company/news/2022/04/new-arm-based-cloud-services-from-microsoft-highlight-the-power-of-choice-in-computing

Six Five Summit

www.thesixfivesummit.com

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.

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

AMD Acquires Pensando

https://twitter.com/PatrickMoorhead/status/1510967279818784769?s=20&t=RGF_uv-BkOPo9q12H8Ghaw
https://futurumresearch.com/research-notes/amds-1-9b-acquisition-of-pensado/

Qualcomm Closes Arriver Acquisition

https://www.youtube.com/watch?v=tgCVy1Wk9Qk

IBM Announces z16

https://twitter.com/PatrickMoorhead/status/1510994689641562119?s=20&t=RGF_uv-BkOPo9q12H8Ghaw
https://futurumresearch.com/research-notes/ibms-new-z16-mainframe-a-deep-dive/
https://www.forbes.com/sites/patrickmoorhead/2022/04/05/ibm-z16--the-mainframe-is-dead-long-live-the-mainframe/?sh=5778a64f6ee9

LeaderShIP Event

https://www.futurumresearch.com/research-notes/leadership-2022-sheds-a-light-on-critical-ip-innovation-national-security-challenges/
https://youtu.be/vUe3LhItDCw

Azure Goes Arm with Ampere

https://twitter.com/PatrickMoorhead/status/1511047817720385538?s=20&t=drg3sOCdAfvalkvzNHO1hA
https://azure.microsoft.com/en-us/blog/now-in-preview-azure-virtual-machines-with-ampere-altra-armbased-processors/
https://amperecomputing.com/blogs/2022-04-04/ampere-altra-now-available-on-microsoft-azure-cloud-platform.html
https://www.arm.com/company/news/2022/04/new-arm-based-cloud-services-from-microsoft-highlight-the-power-of-choice-in-computing

Six Five Summit

www.thesixfivesummit.com

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.

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

Intel Arc Discrete Graphics Launch

https://futurumresearch.com/research-notes/intel-launches-its-arc-a-series-gpus-for-notebooks/
https://www.linkedin.com/posts/patmoorhead_gpus-mwc2022-ai-activity-6915003355220094976-VViP?utm_source=linkedin_share&utm_medium=member_desktop_web

Oracle HeatWave

https://www.youtube.com/watch?app=desktop&v=a0m_M2yXOiM&feature=youtu.be
https://www.forbes.com/sites/moorinsights/2022/03/29/heatwave-ml-real-time-intelligence-comes-to-mysql/

Intel Acquires Granulate

https://www.techtarget.com/searchdatacenter/news/252515403/Intel-acquires-Granulate-to-boost-cloud-workload-speeds
https://twitter.com/PatrickMoorhead/status/1509527271425683456?s=20&t=wrc3LOPl60203o2M_b6K7A
https://www.intel.com/content/www/us/en/newsroom/news/corporate-news-march-2022.html?

Micron Earnings

https://twitter.com/danielnewmanUV/status/1509134995700711427?s=20&t=pVaCdfjWKvZUiiAVOh9WIw
https://twitter.com/danielnewmanUV/status/1508935516183580674?s=20&t=pVaCdfjWKvZUiiAVOh9WIw

Groq Day

https://twitter.com/danielnewmanUV/status/1509604300628107265?s=20&t=pVaCdfjWKvZUiiAVOh9WIw
https://twitter.com/PatrickMoorhead/status/1509595937827704847?s=20&t=-I5tbgTAPix8UOWgP-u5WA
Note: Daniel Newman and Patrick Morhead are Groq investors.

In this episode, the Six Five issues the following corrections from the segment covering Groq Day.

No customers participated as speakers or panelists at Groq day.
TPG is not an investor in Groq.
Dr. Ford Tamer joined Groq's Board of Directors from Inphi not Xilinx.

IBM Quantum HSBC News

https://newsroom.ibm.com/2022-03-29-HSBC-Working-with-IBM-to-Accelerate-Quantum-Computing-Readiness

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.

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

Intel Arc Discrete Graphics Launch

https://futurumresearch.com/research-notes/intel-launches-its-arc-a-series-gpus-for-notebooks/
https://www.linkedin.com/posts/patmoorhead_gpus-mwc2022-ai-activity-6915003355220094976-VViP?utm_source=linkedin_share&utm_medium=member_desktop_web

Oracle HeatWave

https://www.youtube.com/watch?app=desktop&v=a0m_M2yXOiM&feature=youtu.be
https://www.forbes.com/sites/moorinsights/2022/03/29/heatwave-ml-real-time-intelligence-comes-to-mysql/

Intel Acquires Granulate

https://www.techtarget.com/searchdatacenter/news/252515403/Intel-acquires-Granulate-to-boost-cloud-workload-speeds
https://twitter.com/PatrickMoorhead/status/1509527271425683456?s=20&t=wrc3LOPl60203o2M_b6K7A
https://www.intel.com/content/www/us/en/newsroom/news/corporate-news-march-2022.html?

Micron Earnings

https://twitter.com/danielnewmanUV/status/1509134995700711427?s=20&t=pVaCdfjWKvZUiiAVOh9WIw
https://twitter.com/danielnewmanUV/status/1508935516183580674?s=20&t=pVaCdfjWKvZUiiAVOh9WIw

Groq Day

https://twitter.com/danielnewmanUV/status/1509604300628107265?s=20&t=pVaCdfjWKvZUiiAVOh9WIw
https://twitter.com/PatrickMoorhead/status/1509595937827704847?s=20&t=-I5tbgTAPix8UOWgP-u5WA
Note: Daniel Newman and Patrick Morhead are Groq investors.

In this episode, the Six Five issues the following corrections from the segment covering Groq Day.

No customers participated as speakers or panelists at Groq day.
TPG is not an investor in Groq.
Dr. Ford Tamer joined Groq's Board of Directors from Inphi not Xilinx.

IBM Quantum HSBC News

https://newsroom.ibm.com/2022-03-29-HSBC-Working-with-IBM-to-Accelerate-Quantum-Computing-Readiness

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.

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis. The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

HPE GreenLake Event

https://twitter.com/PatrickMoorhead/status/1506284686737301517?s=20&t=x0yFPUFnffRCkcHJ-IEmEA
https://futurumresearch.com/research-notes/hpe-dazzles-with-host-of-new-hpe-greenlake-capabilities-and-partnerships/

Enterprise Connect

https://twitter.com/PatrickMoorhead/status/1505928444382748680?s=20&t=x0yFPUFnffRCkcHJ-IEmEA

NVIDIA GTC 2022 Event

https://twitter.com/PatrickMoorhead/status/1506676017276100610?s=20&t=x0yFPUFnffRCkcHJ-IEmEA
https://futurumresearch.com/research-notes/nvidia-gtc-2022-keynote-unveilings-new-hopper-gpu-architecture-replacing-ampere-new-h100-hopper-based-gpus-debut-and-grace-cpu-superchips-make-a-big-splash/
https://futurumresearch.com/research-notes/pluribus-unified-cloud-networking-envisions-unity-throughout-cloud-networking/

Adobe Earnings

https://futurumresearch.com/research-notes/adobe-q1-delivers-record-revenue-on-diverse-growth-across-segments/

Luminar Buying Freedom Photonics

https://twitter.com/PatrickMoorhead/status/1506009691221999616?s=20&t=x0yFPUFnffRCkcHJ-IEmEA
https://futurumresearch.com/research-notes/luminar-acquires-freedom-photonics-maker-of-high-performance-laser-chips/

Microsoft Work Trends Index

https://www.forbes.com/sites/danielnewman/2022/03/23/microsofts-2022-work-trends-index-exploring-hybrid-work-and-a-workforce-in-transition/?sh=563d84aec1a0

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.

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis. The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

HPE GreenLake Event

https://twitter.com/PatrickMoorhead/status/1506284686737301517?s=20&t=x0yFPUFnffRCkcHJ-IEmEA
https://futurumresearch.com/research-notes/hpe-dazzles-with-host-of-new-hpe-greenlake-capabilities-and-partnerships/

Enterprise Connect

https://twitter.com/PatrickMoorhead/status/1505928444382748680?s=20&t=x0yFPUFnffRCkcHJ-IEmEA

NVIDIA GTC 2022 Event

https://twitter.com/PatrickMoorhead/status/1506676017276100610?s=20&t=x0yFPUFnffRCkcHJ-IEmEA
https://futurumresearch.com/research-notes/nvidia-gtc-2022-keynote-unveilings-new-hopper-gpu-architecture-replacing-ampere-new-h100-hopper-based-gpus-debut-and-grace-cpu-superchips-make-a-big-splash/
https://futurumresearch.com/research-notes/pluribus-unified-cloud-networking-envisions-unity-throughout-cloud-networking/

Adobe Earnings

https://futurumresearch.com/research-notes/adobe-q1-delivers-record-revenue-on-diverse-growth-across-segments/

Luminar Buying Freedom Photonics

https://twitter.com/PatrickMoorhead/status/1506009691221999616?s=20&t=x0yFPUFnffRCkcHJ-IEmEA
https://futurumresearch.com/research-notes/luminar-acquires-freedom-photonics-maker-of-high-performance-laser-chips/

Microsoft Work Trends Index

https://www.forbes.com/sites/danielnewman/2022/03/23/microsofts-2022-work-trends-index-exploring-hybrid-work-and-a-workforce-in-transition/?sh=563d84aec1a0

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.

View Details

The Six Five hosts sit down with HPE CEO and President Antonio Neri as he shares more on the latest developments and outcomes the HPE GreenLake platform is delivering, from personalized experiences with real time analytics to accelerating time to market for new products.

To learn more, visit HPE GreenLake.

View Details

The Six Five hosts sit down with HPE CEO and President Antonio Neri as he shares more on the latest developments and outcomes the HPE GreenLake platform is delivering, from personalized experiences with real time analytics to accelerating time to market for new products.

To learn more, visit HPE GreenLake.

View Details

The Six Five team talks with HPE's Phil Mottram about how HPE Aruba's NaaS solutions help our partners and customers rapidly deliver networking services with a single platform for all connectivity.

To learn more, visit HPE GreenLake.

View Details

The Six Five team talks with HPE's Phil Mottram about how HPE Aruba's NaaS solutions help our partners and customers rapidly deliver networking services with a single platform for all connectivity.

To learn more, visit HPE GreenLake.

View Details

Listen to Tom Black and Omer Asad discuss how HPE is reinventing Storage as a Service to make it accessible to everyone; and how new data protection & ransomware recovery services are protecting customers' most valuable asset - data.

To learn more, visit https://www.hpe.com/us/en/greenlake.html

View Details

Listen to Tom Black and Omer Asad discuss how HPE is reinventing Storage as a Service to make it accessible to everyone; and how new data protection & ransomware recovery services are protecting customers' most valuable asset - data.

To learn more, visit https://www.hpe.com/us/en/greenlake.html

View Details

Come join Keith White where he will share an update on the momentum HPE is experiencing with HPE GreenLake Cloud Services solutions and how the company's Partner Ecosystem model is setting new industry standards across the hybrid world.

To learn more, visit https://www.hpe.com/us/en/greenlake.html

View Details

Come join Keith White where he will share an update on the momentum HPE is experiencing with HPE GreenLake Cloud Services solutions and how the company's Partner Ecosystem model is setting new industry standards across the hybrid world.

To learn more, visit https://www.hpe.com/us/en/greenlake.html

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

Amazon Climate Pledge

https://futurumresearch.com/research-notes/amazon-and-global-optimism-announce-the-climate-pledge-experiences-600-growth-showing-impressive-increase-in-commitment-to-climate-action/
https://www.forbes.com/sites/patrickmoorhead/2022/03/16/momentum-for-amazons-climate-pledge-continues-to-snowball/?sh=78c440c01b69

T-Mobile/BMW Magenta Drive

https://www.forbes.com/sites/patrickmoorhead/2022/03/17/t-mobile-introduces-first-5g-automotive-service-with-bmw-called-magenta-drive/?sh=19f4883f73ce

What Lies Ahead for Semis

Qualcomm Ventures and Metaverse Fund

https://www.forbes.com/sites/patrickmoorhead/2022/03/17/qualcomm-ventures-had-a-banner-2021/?sh=370252ba39b0
https://www.qualcomm.com/news/releases/2022/03/21/qualcomm-launches-100m-snapdragon-metaverse-fund?mkt_tok=Mzg1LVRXUy04MDMAAAGDS5cZZefQFg7SaU0vNLg3m7apm2r30H5ypKBOrt_kJGCPYawGNSJ42BTnI1xVOhb7PxleV4Y0MSPs06RUdNcom0jajoZ8_IMylZBGChdFdpeh-g

Adobe Summit - Digital Economy Index

https://www.forbes.com/sites/danielnewman/2022/03/18/pandemic-drove-huge-digital-economy-boom---and-its-not-done/?sh=7085cacb3380

Apple Flips and Flops

Display

https://twitter.com/JoannaStern/status/1504443171127894024?t=STjScZsJqmFP4wFLViJ8lQ&s=19

Benchmarking

https://twitter.com/reckless/status/1504516638426779651?t=cPfcG-ncCRTYhQImU4-WKg&s=19
https://twitter.com/firstadopter/status/1504465005864960002?t=WTgewb0IaXY7-z9o_M-LoQ&s=19

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.

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

Amazon Climate Pledge

https://futurumresearch.com/research-notes/amazon-and-global-optimism-announce-the-climate-pledge-experiences-600-growth-showing-impressive-increase-in-commitment-to-climate-action/
https://www.forbes.com/sites/patrickmoorhead/2022/03/16/momentum-for-amazons-climate-pledge-continues-to-snowball/?sh=78c440c01b69

T-Mobile/BMW Magenta Drive

https://www.forbes.com/sites/patrickmoorhead/2022/03/17/t-mobile-introduces-first-5g-automotive-service-with-bmw-called-magenta-drive/?sh=19f4883f73ce

What Lies Ahead for Semis

Qualcomm Ventures and Metaverse Fund

https://www.forbes.com/sites/patrickmoorhead/2022/03/17/qualcomm-ventures-had-a-banner-2021/?sh=370252ba39b0
https://www.qualcomm.com/news/releases/2022/03/21/qualcomm-launches-100m-snapdragon-metaverse-fund?mkt_tok=Mzg1LVRXUy04MDMAAAGDS5cZZefQFg7SaU0vNLg3m7apm2r30H5ypKBOrt_kJGCPYawGNSJ42BTnI1xVOhb7PxleV4Y0MSPs06RUdNcom0jajoZ8_IMylZBGChdFdpeh-g

Adobe Summit - Digital Economy Index

https://www.forbes.com/sites/danielnewman/2022/03/18/pandemic-drove-huge-digital-economy-boom---and-its-not-done/?sh=7085cacb3380

Apple Flips and Flops

Display

https://twitter.com/JoannaStern/status/1504443171127894024?t=STjScZsJqmFP4wFLViJ8lQ&s=19

Benchmarking

https://twitter.com/reckless/status/1504516638426779651?t=cPfcG-ncCRTYhQImU4-WKg&s=19
https://twitter.com/firstadopter/status/1504465005864960002?t=WTgewb0IaXY7-z9o_M-LoQ&s=19

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.

View Details

Talking with Kirti Gupta, Chief Economist & Vice President, Economic Strategy for Qualcomm Technologies Inc. 1. What is the job of the Chief Economist at Qualcomm? What do you do?

What is your take on inflation? Can you shed some light for us as an economist on the everyday economics?
Thanks to the global 5G standard, it is transforming industries and lives worldwide. Yet we hear talks of decoupling and bifurcation of markets and standards. What are your thoughts on that?
BTW, watched your panel on the Economist Sustainability event recently. You talked about 5G enabling a greener and more sustainable economy. Sustainability is a hot topic currently. How does 5G support sustainability?
With the digital transformation in so many different sectors, the chipset shortage is becoming a real issue compounded by the pandemic and geopolitics. What can be done?
You talk of IP protection being important for an innovation economy. What does that actually mean?
We heard you are hosting the LeadershIP in-person event in DC on April 5th. Lot of buzz on the event. What is LeadershIP and what is it about?

https://ipleadership.org/events/leadership-2022/

Qualcomm sponsored this video.

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.

View Details

Talking with Kirti Gupta, Chief Economist & Vice President, Economic Strategy for Qualcomm Technologies Inc. 1. What is the job of the Chief Economist at Qualcomm? What do you do?

What is your take on inflation? Can you shed some light for us as an economist on the everyday economics?
Thanks to the global 5G standard, it is transforming industries and lives worldwide. Yet we hear talks of decoupling and bifurcation of markets and standards. What are your thoughts on that?
BTW, watched your panel on the Economist Sustainability event recently. You talked about 5G enabling a greener and more sustainable economy. Sustainability is a hot topic currently. How does 5G support sustainability?
With the digital transformation in so many different sectors, the chipset shortage is becoming a real issue compounded by the pandemic and geopolitics. What can be done?
You talk of IP protection being important for an innovation economy. What does that actually mean?
We heard you are hosting the LeadershIP in-person event in DC on April 5th. Lot of buzz on the event. What is LeadershIP and what is it about?

https://ipleadership.org/events/leadership-2022/

Qualcomm sponsored this video.

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.

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

MWC 22 Wrap

https://twitter.com/PatrickMoorhead/status/1499559843677548546?t=4rvHjjluEqqbGBD4rMppdg&s=19
https://www.forbes.com/sites/patrickmoorhead/2022/03/07/qualcomm-showing-it-is-very-much-still-in-the-5g-leadership-position/
https://www.forbes.com/sites/danielnewman/2022/03/09/5-key-technology-trends-from-mwc-2022/?sh=6e0680f860c1

Apple Event: iPhone SE, M1 Ultra, "Modular" Desktop

https://twitter.com/PatrickMoorhead/status/1501356545522634756?t=t7stSNNSiYXSt7iY5Q0t3w&s=19
https://twitter.com/PatrickMoorhead/status/1501298118645608449?t=zw6zEmTn1L9Cvicucqix8Q&s=19
https://twitter.com/PatrickMoorhead/status/1501292730885885955?t=xQuwOY6zWtk4zcAVXfasLA&s=19
https://twitter.com/PatrickMoorhead/status/1501270140595310594?t=F01j02Zy7QfkenzLomBf1g&s=19
https://cheddar.com/media/what-investor-should-pay-attention-to-during-apples-peek-performance-event

Google Buying Mandiant

https://twitter.com/PatrickMoorhead/status/1501273974872764416?t=Hon-pxvDKDTNl32I_uNAzQ&s=19

Salesforce Earnings

https://futurumresearch.com/research-notes/salesforce-reports-record-q4-and-fy2022-revenue-as-strong-gains-seen-in-subscription-support-and-professional-services-sales/

Honeywell Investor Day

https://futurumresearch.com/research-notes/honeywell-investor-day-2022-all-eyes-on-expanding-market-share-and-investor-profitability/

Oracle Earnings

https://twitter.com/PatrickMoorhead/status/1502070136622108677?t=srO338kuEM79Y97g7E7bMA&s=19
https://futurumresearch.com/research-notes/oracles-cloud-business-continues-growing-amidst-mixed-q4-results/

GB Goes to Analog Devices

https://twitter.com/PatrickMoorhead/status/1500862022317051905?t=Y_HaM_VH3JH9fzcQfpHUQg&s=19

Marvell Earnings

https://twitter.com/PatrickMoorhead/status/1499553885287071744?t=FxgiGgZaeyAn68GFnLGKIw&s=19
https://futurumresearch.com/research-notes/marvell-q4-fy2022-financials-released/

HPE Earnings

https://twitter.com/PatrickMoorhead/status/1499032202142699528?t=Z0JO6MBHoEe_9YdLUvzOqA&s=19
https://futurumresearch.com/research-notes/hpe-q1-revenue-up-as-customer-demand-continues-to-build-in-edge/

Qualcomm BMW

https://futurumresearch.com/research-notes/qualcomm-bmw-and-arriver-announce-partnership-on-advanced-driving-systems/
https://twitter.com/PatrickMoorhead/status/1502056759397027840?s=20&t=6-7627vtkkwRDCUTLlsYFw

Mitel Analyst Day

https://twitter.com/PatrickMoorhead/status/1501584463741874177?t=TGhQPEC-ZOTDLOeSnA4lxQ&s=19
https://futurumresearch.com/research-notes/mitel-announces-subscription-based-models-for-all-flagship-platforms/

Splunk Earnings + CEO Announcement

https://futurumresearch.com/research-notes/splunk-q4-results-surpasses-3-billion-in-arr-names-new-ceo/

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.

View Details

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

MWC 22 Wrap

https://twitter.com/PatrickMoorhead/status/1499559843677548546?t=4rvHjjluEqqbGBD4rMppdg&s=19
https://www.forbes.com/sites/patrickmoorhead/2022/03/07/qualcomm-showing-it-is-very-much-still-in-the-5g-leadership-position/
https://www.forbes.com/sites/danielnewman/2022/03/09/5-key-technology-trends-from-mwc-2022/?sh=6e0680f860c1

Apple Event: iPhone SE, M1 Ultra, "Modular" Desktop

https://twitter.com/PatrickMoorhead/status/1501356545522634756?t=t7stSNNSiYXSt7iY5Q0t3w&s=19
https://twitter.com/PatrickMoorhead/status/1501298118645608449?t=zw6zEmTn1L9Cvicucqix8Q&s=19
https://twitter.com/PatrickMoorhead/status/1501292730885885955?t=xQuwOY6zWtk4zcAVXfasLA&s=19
https://twitter.com/PatrickMoorhead/status/1501270140595310594?t=F01j02Zy7QfkenzLomBf1g&s=19
https://cheddar.com/media/what-investor-should-pay-attention-to-during-apples-peek-performance-event

Google Buying Mandiant

https://twitter.com/PatrickMoorhead/status/1501273974872764416?t=Hon-pxvDKDTNl32I_uNAzQ&s=19

Salesforce Earnings

https://futurumresearch.com/research-notes/salesforce-reports-record-q4-and-fy2022-revenue-as-strong-gains-seen-in-subscription-support-and-professional-services-sales/

Honeywell Investor Day

https://futurumresearch.com/research-notes/honeywell-investor-day-2022-all-eyes-on-expanding-market-share-and-investor-profitability/

Oracle Earnings

https://twitter.com/PatrickMoorhead/status/1502070136622108677?t=srO338kuEM79Y97g7E7bMA&s=19
https://futurumresearch.com/research-notes/oracles-cloud-business-continues-growing-amidst-mixed-q4-results/

GB Goes to Analog Devices

https://twitter.com/PatrickMoorhead/status/1500862022317051905?t=Y_HaM_VH3JH9fzcQfpHUQg&s=19

Marvell Earnings

https://twitter.com/PatrickMoorhead/status/1499553885287071744?t=FxgiGgZaeyAn68GFnLGKIw&s=19
https://futurumresearch.com/research-notes/marvell-q4-fy2022-financials-released/

HPE Earnings

https://twitter.com/PatrickMoorhead/status/1499032202142699528?t=Z0JO6MBHoEe_9YdLUvzOqA&s=19
https://futurumresearch.com/research-notes/hpe-q1-revenue-up-as-customer-demand-continues-to-build-in-edge/

Qualcomm BMW

https://futurumresearch.com/research-notes/qualcomm-bmw-and-arriver-announce-partnership-on-advanced-driving-systems/
https://twitter.com/PatrickMoorhead/status/1502056759397027840?s=20&t=6-7627vtkkwRDCUTLlsYFw

Mitel Analyst Day

https://twitter.com/PatrickMoorhead/status/1501584463741874177?t=TGhQPEC-ZOTDLOeSnA4lxQ&s=19
https://futurumresearch.com/research-notes/mitel-announces-subscription-based-models-for-all-flagship-platforms/

Splunk Earnings + CEO Announcement

https://futurumresearch.com/research-notes/splunk-q4-results-surpasses-3-billion-in-arr-names-new-ceo/

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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At Mobile World Congress 2022, Six Five hosts Daniel Newman and Patrick Moorhead are joined by Masum Mir, Cisco's Vice President and General Manager, and Shaun McCarthy, Cisco's VP, World Wide Sales, MIG. Their conversation centers on Cisco's focus and continued move into private 5G.

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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At Mobile World Congress 2022, Six Five hosts Daniel Newman and Patrick Moorhead are joined by Masum Mir, Cisco's Vice President and General Manager, and Shaun McCarthy, Cisco's VP, World Wide Sales, MIG. Their conversation centers on Cisco's focus and continued move into private 5G.

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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Six Five host Patrick Moorhead sits down with Accenture's Syed Alam, Managing Director and Global Lead, Semiconductor Practice, to discuss the company's presence at Mobile World Congress 2022.

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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Six Five host Patrick Moorhead sits down with Accenture's Syed Alam, Managing Director and Global Lead, Semiconductor Practice, to discuss the company's presence at Mobile World Congress 2022.

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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Six Five hosts Daniel Newman and Patrick Moorhead talk with Steve Canepa, IBM's General Manager, Global Industries, and Mark Rouanne, Chief Network Officer at Dish, about 5G and how the companies are working together to bring it to their markets.

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.

View Details

Six Five hosts Daniel Newman and Patrick Moorhead talk with Steve Canepa, IBM's General Manager, Global Industries, and Mark Rouanne, Chief Network Officer at Dish, about 5G and how the companies are working together to bring it to their markets.

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 Six Five with Patrick Moorhead and Daniel Newman: Recent Episodes

Patrick Moorhead and Daniel Newman