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.

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.

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

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.

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  

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.

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.  

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 

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.

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.

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.

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

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.

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

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”

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

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

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.

The chip market is heating up. The new battleground? On-device intelligence, as seen in the latest innovation unveiled at the Snapdragon Summit in Maui. In this episode of The Six Five Connected with Diana Blass, Diana takes you to Hawaii, where Qualcomm announced new chips for PCs and phones, the Snapdragon X Elite and the Snapdragon 8 Gen 3, which bring AI directly on-to the device. Hear about the game-changing value from Qualcomm's Cristiano Amon, Don McGuire and Alex Katouzian with perspective from Daniel Newman of The Futurum Group and Patrick Moorhead of Moor Insights & Strategy.

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

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  

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  

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  

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.

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

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.

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.

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  

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.

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.  

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.

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead share their analysis and insights on some of the announcements from HPE during AWS re:Invent 2023, in Las Vegas. Their discussion covers: Hot topics discussed at AWS re:Invent  Announcements & innovations from HPE  The changes in technology that excited them the most The biggest news from last week, along with their analysis on what it means for work, life, and the world  

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome OpenText’s Muhi Majzoub, Executive Vice President and Chief Product Officer, for a conversation on how Information Management has evolved and how the company is innovating with AI and OpenText Aviator during OpenText World 2023. Their discussion covers: Opentext’s brocaded mission following the MicroFocus acquisition  How OpenText approaches innovation when driving their product roadmap Why integration is so important to innovating Why OpenText Aviator is unique in its approach to AI The key value drivers OpenText is delivering as OpenText Aviator rolls out  

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome OpenText’s Sandy Ono, Executive Vice President and Chief Marketing Officer, for a conversation on the company’s Partner Ecosystem, OpenText Aviator and the unveiling of the OpenText Partner Network during OpenText World 2023. Their discussion covers:  OpenText’s AI strategy around their partner ecosystem How they see their partners engaging with OpenText Aviator, and some background on where the name Aviator comes from The unveiling of the OpenText Partner Network and what it means  What Sandy is most excited about at OpenText World this year  

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome OpenText’s Mark J. Barrenechea, Chief Executive Officer & Chief Technology Officer, for a conversation on the AI Revolution, their AI strategy and what they’ve announced during OpenText World 2023. Their discussion covers: How OpenText's AI strategy differs from the competition, and how the company's information management experience informs that strategy What makes OpenText a unique partner for customers on their AI journey How AI is revolutionizing the software industry What OpenText Aviator is and the benefits customers can expect  

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 2023 https://twitter.com/PatrickMoorhead/status/1728498445122740623 https://twitter.com/PatrickMoorhead/status/1729532686191190154 https://twitter.com/PatrickMoorhead/status/1729540845542793517 https://twitter.com/PatrickMoorhead/status/1729580167574806796 https://twitter.com/PatrickMoorhead/status/1729539741698396628 https://twitter.com/PatrickMoorhead/status/1729909821493932146 https://twitter.com/PatrickMoorhead/status/1729911611329278270 https://twitter.com/PatrickMoorhead/status/1729936030382592130 https://twitter.com/SixFivePodcast/status/1730007455193821296 https://twitter.com/PatrickMoorhead/status/1730057172372070425 https://twitter.com/danielnewmanUV/status/1729937211381182848   VMWare & Broadcom Together…Finally  https://twitter.com/PatrickMoorhead/status/1727331891265536450 https://twitter.com/PatrickMoorhead/status/1727340696405995563 https://twitter.com/SixFivePodcast/status/1727344908502188061   Apple Abandoning Home-Grown Modems? https://twitter.com/PatrickMoorhead/status/1730150145638248713 https://twitter.com/PatrickMoorhead/status/1730150464501776870 https://twitter.com/PatrickMoorhead/status/1730150557002961319 https://twitter.com/danielnewmanUV/status/1730008476989227044   Salesforce Q3 Earnings  https://twitter.com/danielnewmanUV/status/1730012066415841496 https://www.salesforce.com/news/press-releases/2023/11/29/fy24-q3-earnings/ https://mail.google.com/mail/u/0/#inbox/FMfcgzGwHxqHjNMkTfRLWztMfwWHqHJG   Synopsys Q4 Earnings  https://twitter.com/danielnewmanUV/status/1730237238225580144 https://investor.synopsys.com/financials/quarterly-results/default.aspx https://mail.google.com/mail/u/0/#inbox/FMfcgzGwHxqHPlBrwTwHVkvrJVmLBKld   Pure Storage Q3 Earnings  https://twitter.com/danielnewmanUV/status/1729982523923697796 https://www.prnewswire.com/news-releases/pure-storage-announces-third-quarter-fiscal-2024-financial-results-302001083.htm https://investor.purestorage.com/news-and-events/press-releases/press-release-details/2023/Pure-Storage-Announces-Third-Quarter-Fiscal-2024-Financial-Results/default.aspx   HPE Q4 Earnings  https://twitter.com/danielnewmanUV/status/1729867710971154603 https://www.washingtonpost.com/business/2023/11/28/earns-hewlett-packard-enterprise/0550a830-8e35-11ee-95e1-edd75d825df0_story.html   Zoom Q3 Earnings https://twitter.com/PatrickMoorhead/status/1726967420269568334 https://twitter.com/danielnewmanUV/status/1726950372999417860 https://www.nasdaq.com/articles/zoom-zm-q3-earnings-beat-customer-growth-drives-revenues#:~:text=Zoom's%20ZM%20third%2Dquarter%20fiscal,strong%20growth%20from%20Enterprise%20customers.   Nvidia Q3 Earnings  https://twitter.com/PatrickMoorhead/status/1727111924565909729 https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-third-quarter-fiscal-2024 https://twitter.com/danielnewmanUV/status/1727079545046487102 https://twitter.com/danielnewmanUV/status/1727097338764644862   HP Q4 Earnings https://investor.hp.com/news/press-release-details/2023/HP-Inc.-Reports-Fiscal-2023-Full-Year-and-Fourth-Quarter-Results/default.aspx https://s2.q4cdn.com/602190090/files/doc_earnings/2023/q4/supplemental-info/Q423-HP-Inc-Earnings-Summary.pdf   Open AI Debacle Resolved? https://twitter.com/PatrickMoorhead/status/1726703268049658112 https://twitter.com/PatrickMoorhead/status/1726616697036255514 https://twitter.com/PatrickMoorhead/status/1726584473796661661 https://twitter.com/PatrickMoorhead/status/1725972537111154852 https://twitter.com/PatrickMoorhead/status/1725892719506059281 https://twitter.com/danielnewmanUV/status/1726623432060911738 https://twitter.com/danielnewmanUV/status/1726333974245515325 https://twitter.com/PatrickMoorhead/status/1727207264111710329 https://twitter.com/danielnewmanUV/status/1727316323548766349   Dell Q3 FY 24 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.

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Emily Shea, Worldwide Lead, Integration Services and Nick Smit, Principal Product Manager, EventBridge at AWS for a conversation on Event-Driven App Architecture and the role of application integration in modernization.  Their discussion covers: A look at Event-Driven App Architecture and why is it important How application architects manage messaging and APIs in the Cloud to create event-driven communications across applications Why customers need to first think about integration when they want to migrate and modernize applications New launches AWS announced at re:Invent, including Generative AI workflows, HTTPS Endpoints, and Adobe/Stripe Integrations with EventBridge

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Rob Miller, GreenLake Cloud Services Sales for HPE, for a conversation on HPE’s robust partnership with AWS and HPE’s hybrid by design strategy. Their discussion covers: An introduction of Rob and his role at HPE HPE’s powerful partnership with AWS The depth of HPE’s GreenLake hybrid cloud offerings  HPE’s hybrid by design strategy

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome OpsRamp co-founder and CEO Varma Kunaparaju for a conversation on HPE’s hybrid strategy and how they help customers solve their hybrid cloud challenges. OpsRamp is a Hewlett Packard Enterprise company and was acquired earlier this year by HPE. Their discussion covers: An overview of OpsRamp foundation and why it was an attractive acquisition for HPE HPE’s overall hybrid cloud strategy  How OpsRamp and HPE are helping customers solve their toughest hybrid cloud challenges in a way that’s hybrid by design Why OpsRamp is a great solution to improve your ITOM across all cloud environments

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome LogicMonitor CEO Christina Kosmowski and CPO Taggart Matthiesen for a conversation on how their vision for the company and its product strategy has evolved to meet the critical needs of today’s ITOps and CloudOps audiences. Their discussion covers: A look at the biggest challenges facing today's IT and Cloud leaders How the vision for the company has evolved over the years to address these challenges How LogicMonitor’s product vision and strategy meet the needs of today's ITOps and CloudOps audiences Learn more about LogicMonitor, on the company’s website.

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Matt Yanchyshyn, GM at AWS Marketplace and Partner Engineering for a conversation on what is driving the growth and adoption of AWS Marketplace and what buyers and sellers can expect in the future. Their discussion covers: An introduction from Matt Yanchyshyn as GM at AWS Marketplace What factors drive the growth and adoption of cloud marketplaces How important is AWS Marketplace to the AWS business and their partners What buyers and sellers can look forward to from AWS Marketplace in the near future Learn more about AWS Marketplace on the company’s website.

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Sanjay Poonen, President and CEO at Cohesity for a conversation on Cohesity’s strategic partnership with Amazon Web Services (AWS) by integrating Cohesity Turing with Amazon Bedrock. Their discussion covers: A look at Cohesity’s Turing integration with Amazon Bedrock How this generative AI solution will allow customers to use the latest AI capabilities to better manage, interact with, and gain insights into their data Cohesity’s new upcoming capabilities for protecting AWS and VMware workloads Learn more about Cohesity’s partnership with AWS, on the company’s website.

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Nick Coult, GM at AWS Elastic Containers (ECS) for a conversation on how ECS has developed over the past year, what “AWS Serverless” means and the impact of generative AI on the serverless value proposition. Their discussion covers: How AWS’ Elastic Container Service (ECS) has developed and how customer acceptance of an opinionated orchestrator has evolved over the last year The term ‘serverless’ is used differently by many, and how AWS defines ‘AWS Serverless’ How the refactoring of legacy, monolithic applications turns out and how AWS Serverless helps GenAI’s impact on the serverless value proposition, especially from the user/operator experience point of view

On this episode of The Six Five – Insider, hosts Daniel Newman and Patrick Moorhead welcome Rob Thomas, SVP IBM Software and Chief Commercial Officer from IBM and Dr. Dario Gil, SVP and Director from IBM Research to continue their conversation from the IBM Think event back in May on IBM’s AI business strategy. Their discussion covers: The latest in IBM’s AI business strategy The top concerns with enterprise AI and what IBM is doing to address these concerns for its customers What makes the recently released IBM Granite foundation models unique IBM’s thoughts on AI safety and governance and how they are addressing these areas  Learn more about IBM’s AI platform, watsonx, on the company’s website.

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Cloudera’s Cindy Maike, VP Industry Solutions, during Cloudera Evolve NYC for a conversation on the customer perspective on generative AI, adoption, and planning for the future of their data. Their discussion covers: How Cloudera is talking to customers about AI adoption, generative AI solutions, and the benefits from the data that Cloudera has under management What customers have identified as barriers to adoption and operationalizing generative AI The biggest shifts in Cloudera’s customer interactions from traditional analytical AI phase to the generative AI phase What customers should be considering in the next two to three years, when it comes to AI adoption and their data

On this episode of The Six Five - Insider Edition, hosts Daniel Newman and Patrick Moorhead welcome Broadcom’s Krish Prasad, SVP & GM, VMware Cloud Foundation Division, for an inside look at how VMware Cloud Foundation fits into Broadcom’s larger strategy of delivering private and hybrid cloud choices and options for customers. Their discussion covers: Broadcom’s strategy of delivering private and hybrid cloud choices and options for customers Broadcom’s priorities around data management, security, and networking and how they fit in with customers’ desire for interoperability and control of their data and workloads What customers of a combined Broadcom and VMware can expect around security solutions for software-enabled technologies, and what innovations are coming What customer needs VMware Cloud Foundation is addressing and how has that impacted or shifted innovation of the platform How VMware Cloud Foundation is adapting to support AI and generative AI workloads and what role VMware Cloud Foundation will play in support of Private AI architecture

On this episode of The Six Five - Insider Edition, hosts Daniel Newman and Patrick Moorhead welcome Broadcom’s Purnima Padmanabhan, VP & GM, Tanzu Division, for an inside look at how Tanzu furthers Broadcom’s hybrid cloud strategy, the next evolution of the Tanzu Application Platform, and more. Their discussion covers: What makes Tanzu so valuable to customers, and how Broadcom will help accelerate the deployment of cloud-native applications going forward The recent announcement that VMware Tanzu and Aria will come together on a single track, and how customers will gain from this combination How Tanzu furthers VMware’s, and now Broadcom’s, hybrid cloud strategy How customers should be thinking about managing Kubernetes and how Tanzu for Kubernetes Operations helps support this The next evolution of the Tanzu Application Platform and what it offers for new and existing customers

On this episode of The Six Five - Insider Edition, hosts Daniel Newman and Patrick Moorhead welcome Broadcom’s Sanjay Uppal, VP & GM, Software-Defined Edge Division, for an inside look at how the now combined Broadcom and VMware are approaching opportunities at the edge. Their discussion covers: Why a software-defined edge approach will enable the combined Broadcom and VMware to win going forward How is software-defined edge technology changing what customers can do at the edge  How do the combined Broadcom and VMware think about the need for infrastructure, orchestration, and programmability at the edge Why scalability and flexibility impacts the design of software-defined edge solutions

On this episode of The Six Five - Insider Edition, hosts Daniel Newman and Patrick Moorhead welcome Broadcom’s Hock Tan, President and CEO, for an inside look at the future of a combined Broadcom and VMware, the company’s private and hybrid cloud strategy, security, and more. Their discussion covers: What to expect from a combined Broadcom and VMware and what the company plans to focus on throughout this next fiscal year Broadcom’s private and hybrid cloud strategy and what role VMware will play in furthering that strategy The impact of the VMware acquisition on Broadcom’s customers, and how what it means for the future of the private cloud How the inclusion of VMware’s services, will help Broadcom’s customers navigate challenging security issues How Broadcom plans to incorporate VMware’s existing partners into Broadcom’s robust partner ecosystem and what VMware partners can expect in the coming months

On this episode of The Six Five – Insider, hosts Daniel Newman and Patrick Moorhead welcome Jeff Reed, VP Product, Cloud Security at Google Cloud for a conversation on how they are using AI to supercharge Google Cloud Security’s unique combination of capabilities, including front line intelligence, security operations, and a secure cloud platform. Their discussion covers: How Generative AI tackles critical issues and how Google and Google Cloud Security adopt a strategic approach to this technology Google's unique stance on Cloud security and Generative AI, encompassing a broader perspective on their comprehensive portfolio Google's emphasis on security in the Generative AI domain, ensuring responsible and trustworthy advancement The latest innovations within Google Cloud and gain insights into the platform's exciting trajectory  

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Cloudera’s CEO, Charles Sansbury, during Cloudera Evolve NYC for a conversation on how the next wave of generative AI runs on Cloudera, and how the company plans to drive this wave of innovation. Their discussion covers: The key to Cloudera’s view of how the world is going to evolve, as informed by their customer conversations Hybrid architecture and the importance of mixing on-premises with cloud-based data What kind of limiting factors there are to deploying generative AI solutions with their data and how Cloudera is helping customers overcome that How the company is approaching growth and what the future holds at Cloudera in terms of partnerships, investments, and capabilities on the horizon  

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Lenovo’s Giovanni Di Filippo, President of EMEA ISG and Dieter Kranzlmueller, Chair of the Board of Directors of the Leibniz Supercomputing Centre (LRZ) for a conversation on Lenovo’s partnership with the LRZ and how they are driving innovation forward in the High Performance Computing (HPC) space, together. Their discussion covers: The Leibniz Supercomputing Centre’s (LRZ) role and objectives in advancing supercomputers and how the partnership with Lenovo helps drive strategy The advancements made with Lenovo’s partnership with the LRZ, driving innovation forward in the High Performance Computing (HPC) space together How Lenovo’s partnership with LRZ has evolved over this past year, and the milestones marking the progression of their partnership  

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Lenovo’s Scott Tease, Vice President, GM High Performance Computing and AI, and Imperial College London’s Andrew Richards, Director of Research Computing Services for a conversation on Lenovo’s partner ecosystem, HPC and AI research during SC23 in Denver, Colorado. Their discussion covers: Lenovo’s vast partner ecosystem in the public sector and the goal for the industry that drives these collaborations The current collaboration between Lenovo and Imperial College London An overview of Lenovo Neptune™ Water Cooling Technology and how it can help organizations reach their own sustainability goals How this technology will support High Performance Computing (HPC) and AI researchers in the future, given the tremendous potential impact and focus on empowering future generations of researchers and students  

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Lenovo’s Sergio Severo, President and GM, ISG, North America and Simons Foundation’s Ian Fisk, Scientific Computing Core Co-Director, Flatiron Institute, for a conversation on Lenovo’s partnership and technology has supported the Flatiron Institute’s vision for “doing new kinds of science.” Their discussion covers: Lenovo’s experience supporting researchers across education and technology through supercomputing and the partnership with Flatiron Institute How Lenovo’s technologies have supported the Flatiron Institute’s vision “for doing new kinds of science” How Lenovo’s partnership with NVIDIA delivered high-performance supercomputer, Henri, operated by the Flatiron Institute, which topped the Green500 List of the most power-efficient supercomputers in the world  How Lenovo’s achievements with the Henri supercomputer and collaboration with the Flatiron Institute fit into the company’s overall strategy  

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’s Custom Silicon at Microsoft Ignite 2023 https://x.com/PatrickMoorhead/status/1724823023742493183?s=20 https://news.microsoft.com/source/features/ai/in-house-chips-silicon-to-service-to-meet-ai-demand/ https://x.com/danielnewmanUV/status/1724821789228823018?s=20   Synopsys.ai Copilot https://x.com/PatrickMoorhead/status/1725236349341438171?s=20 https://techcommunity.microsoft.com/t5/azure-high-performance-computing/bringing-generative-ai-to-semiconductor-and-electronics-design/ba-p/3982313 https://news.synopsys.com/2023-11-15-Synopsys-Announces-Synopsys-ai-Copilot,-Breakthrough-GenAI-Capability-to-Accelerate-Chip-Design https://x.com/danielnewmanUV/status/1724887775151874491?s=20   Qualcomm AI 100 Ultra Card https://x.com/PatrickMoorhead/status/1724980903607181394?s=20 https://www.qualcomm.com/news/onq/2023/11/introducing-qualcomm-cloud-ai-100-ultra   Supercomputing 2023 https://x.com/PatrickMoorhead/status/1724564356443107556?s=20 https://x.com/PatrickMoorhead/status/1724552294102876671?s=20 https://x.com/PatrickMoorhead/status/1724486224096665840?s=20 https://x.com/PatrickMoorhead/status/1724483110463529269?s=20 https://x.com/PatrickMoorhead/status/1724273465262252072?s=20   Cisco Q1 FY 2024 Earnings https://x.com/danielnewmanUV/status/1724909854651724149?s=20 https://x.com/PatrickMoorhead/status/1725272071129772201?s=20   Lenovo Q2 FY 2024 Earnings https://investor.lenovo.com//en/financial/results/presentation_2324_q2.pdf https://doc.irasia.com/listco/hk/lenovo/interim/2024/int.pdf https://investor.lenovo.com//en/financial/results/press_2324_q2.pdf https://x.com/danielnewmanUV/status/1725143986111701394?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.

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Microsoft’s Eric Boyd, CVP, Azure AI Platform, and Ross Kennedy, VP, Digital Natives, for a conversation about Microsoft’s AI approach and leadership from Microsoft Ignite 2023.  Their discussion covers: What is driving the AI wave and how Microsoft is helping businesses adopt AI How Microsoft working with OpenAI to bring the latest genAI innovations to Azure Key Announcements from Ignite on Azure OpenAI  How startups and born-in-the-cloud companies are innovating with AI A look into how customers can keep up with the rapid pace of innovation  

The chip market is heating up. The new battleground? On-device intelligence, as seen in the latest innovation unveiled at the Snapdragon Summit in Maui. In this episode of The Six Five Connected with Diana Blass, Diana takes you to Hawaii, where Qualcomm announced new chips for PCs and phones, the Snapdragon X Elite and the Snapdragon 8 Gen 3, which bring AI directly on-to the device. Hear about the game-changing value from Qualcomm's Cristiano Amon, Don McGuire and Alex Katouzian with perspective from Daniel Newman of The Futurum Group and Patrick Moorhead of Moor Insights & Strategy.

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 Q3 Earnings https://twitter.com/danielnewmanUV/status/1722186242580959535 https://investors.gf.com/   Arm Q2 Earnings https://twitter.com/PatrickMoorhead/status/1722359864687571090 https://twitter.com/danielnewmanUV/status/1722365154254266685 https://www.cnbc.com/2023/11/08/arm-earnings-report-q2-2024.html   OpenAI Announcements https://twitter.com/PatrickMoorhead/status/1721722266273067366   IBM AI and Research Day https://twitter.com/PatrickMoorhead/status/1722703728891822533 https://twitter.com/PatrickMoorhead/status/1722630297064554981 https://twitter.com/PatrickMoorhead/status/1722625645803667496 https://twitter.com/PatrickMoorhead/status/1722619472501256679 https://twitter.com/danielnewmanUV/status/1722645843700752853 https://twitter.com/danielnewmanUV/status/1722618130856603762   VMWare / IBM / OpenShift https://news.vmware.com/releases/vmware-explore-2023-barcelona-ibm-watsonx-private-ai   Synopsys RISC-V IP https://news.synopsys.com/2023-11-07-Synopsys-Expands-Its-ARC-Processor-IP-Portfolio-with-New-RISC-V-Family https://www.synopsys.com/glossary/what-is-risc-v.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.

On this episode of The Six Five - Insider Edition, hosts Daniel Newman and Patrick Moorhead welcome Commvault’s Sanjay Mirchandani, President and CEO, for an inside look at Commvault’s announcement on the launch of Commvault Cloud, powered by Metallic AI and their upcoming virtual event, SHIFT: The Global Cyber Resilience Event, happening today at 10 am PT. Their discussion covers: How the approach to cyber resilience differs from what others in the industry offer, and how Commvault is delivering AI innovation What is driving Commvault’s partnership ecosystem Why cyber resilience is so critical and how involved CEOs and Boards should be in assessing a company’s overall risk posture What the future holds for Commvault, and more details on today’s virtual event SHIFT: The Global Cyber Resilience Event Learn more about SHIFT: The Global Cyber Resilience Event here and register today.

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 Evolve https://x.com/SixFivePodcast/status/1720086857609035874?s=20 https://x.com/danielnewmanUV/status/1720156676903371117?s=20 https://x.com/PatrickMoorhead/status/1720092328684306579?s=20   Lattice Earnings https://x.com/danielnewmanUV/status/1719087842654138690?s=20 https://x.com/PatrickMoorhead/status/1719096529711952341?s=20   Qualcomm Earnings https://x.com/danielnewmanUV/status/1719809600747192745?s=20 https://x.com/PatrickMoorhead/status/1719816601418043682?s=20   AMD Q3 Earnings https://x.com/danielnewmanUV/status/1719459331756675236?s=20   AWS ML Capacity Blocks https://x.com/PatrickMoorhead/status/1720078571467952514?s=20   Apple Spooky Event and M3 https://x.com/danielnewmanUV/status/1719389022840135978?s=20 https://x.com/danielnewmanUV/status/1719145158455799870?s=20 https://x.com/PatrickMoorhead/status/1719184817399480822?s=20 https://x.com/PatrickMoorhead/status/1719152184011440584?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.

On this episode of The Six Five - Insider Edition, hosts Daniel Newman and Patrick Moorhead welcome Qualcomm’s CEO, Cristiano Amon, during Snapdragon Summit for an inside look at Qualcomm’s vision for AI, and what it means for individuals and enterprises, as well as how the company is approaching developing Generative AI at the edge. Their discussion covers: Qualcomm’s vision for AI, with its potential to change our lives, including how we learn, work, and play and what it will mean for each of us – as individuals, as enterprises How Qualcomm is approaching developing generative AI at the edge and why on device so critical How generative AI impacts how we engage with our vehicles Qualcomm’s R&D history in AI and their AI processing capabilities on-device for several edge applications including smartphones and PCs How Qualcomm positioned to maintain a leadership role in the AI space

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 Snapdragon Summit 2023 https://twitter.com/PatrickMoorhead/status/1716895880127947181 https://twitter.com/PatrickMoorhead/status/1716915259116830767 https://twitter.com/PatrickMoorhead/status/1716923060803248304 https://twitter.com/PatrickMoorhead/status/1716919866983330221 https://twitter.com/PatrickMoorhead/status/1716905939943772324 https://twitter.com/PatrickMoorhead/status/1716906583949734350 https://twitter.com/PatrickMoorhead/status/1716894449836728810 https://twitter.com/danielnewmanUV/status/1717256985236901951 https://twitter.com/danielnewmanUV/status/1716906245112963390 https://twitter.com/danielnewmanUV/status/1716903553447743835 https://twitter.com/danielnewmanUV/status/1716899768847483001 https://twitter.com/PatrickMoorhead/status/1717279255690924217   Microsoft Earnings https://twitter.com/danielnewmanUV/status/1716914101459554732 https://www.microsoft.com/en-us/investor/earnings/FY-2024-Q1/press-release-webcast   NVIDIA Creating Arm-based SOC? https://twitter.com/PatrickMoorhead/status/1717235180103258389 https://twitter.com/PatrickMoorhead/status/1716615826500129188 https://twitter.com/danielnewmanUV/status/1716811474537222537   Google Earnings https://twitter.com/danielnewmanUV/status/1716917751196135802   Intel Earnings https://finance.yahoo.com/news/intel-q3-earnings-133239072.html   IBM Earnings https://twitter.com/danielnewmanUV/status/1717273676138353100 https://www.cnbc.com/2023/10/25/ibm-q3-earnings-report-2023.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.

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 & Google Announce RISC-V Wearable Platform https://www.linkedin.com/posts/patmoorhead_qualcomm-to-bring-risc-v-based-wearable-platform-activity-7120438777415704578-cGN8 https://x.com/PatrickMoorhead/status/1714283223415673311?s=20   Lenovo 2023 Analyst Event https://x.com/PatrickMoorhead/status/1714344485944013175?s=20   Oracle Netsuite SuiteWorld 2023 https://www.netsuitesuiteworld.com/ https://www.forbes.com/sites/patrickmoorhead/2023/10/18/oracle-netsuite-aims-to-help-businesses-achieve-productivity-quantum/   US Bans China Export of More NVIDIA AI Cards https://x.com/PatrickMoorhead/status/1714267850712522806?s=20 https://x.com/YahooFinance/status/1715021774880919931?s=20 https://moorinsightsstrategy.com/research-notes/banning-nvidia-chips-in-china-likely-wont-deter-chinas-ai-progress/ https://moorinsightsstrategy.com/research-notes/banning-nvidia-chips-in-china-likely-wont-deter-chinas-ai-progress/   AWS Chip Lab Tour https://x.com/danielnewmanUV/status/1715105105601524212?s=20 https://x.com/PatrickMoorhead/status/1715101578133225873?s=20   SAP Q3 2023 Earnings https://www.linkedin.com/posts/daniellouisnewman_sap-announces-q3-2023-results-activity-7120539727664934912-H_VL   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.

On this episode of The Six Five On The Road, hosts Daniel Newman and Patrick Moorhead welcome Jinman Han, President of Samsung Semiconductor, US for an inside look at Samsung Memory Tech Day happening in San Jose, California. They cover the driving forces changing the Memory business, including AI, as well as key innovations Samsung is showcasing at the event, and more.  Their discussion covers: An overview of the event and what announcements and key innovations are taking center stage How the Memory business is changing and what new applications and verticals are driving Samsung’s approach to innovation The impact of AI on the Memory industry Insight into Samsung’s strategy in leading the Memory industry #SamsungSemiconductor #Samsung #SamsungMemoryTechDay #semiconductors #AI #memory #SamsungFoundry #tech #sixfivewebcast #patrickmoorhead #danielnewman

On this episode of The Six Five – On the Road hosts Daniel Newman and Patrick Moorhead are joined by Dell’s Travis Vigil, Senior Vice President, ISG Portfolio Management and Varun Chhabra, Senior Vice President, ISG and Telecom, at Dell Tech’s “Bring AI to Your Data” Event, for a discussion on how Dell is empowering AI adoption and a closer look at their latest announcements. Their conversation covers: Where Dell customers are heading with Generative AI and if the adoption rate is increasing What challenges customers are experiencing What Dell is doing differently and how Dell is driving Generative AI forward How this strategy is supporting what Dell announced earlier this month and today What Dell has in store for the future Be sure to subscribe to The Six Five Webcast, so you never miss an episode.

Is intelligent infrastructure the key to autonomous cars? That’s the question we ask in the latest episode of The Six Five Connected with Diana Blass as we explore the use of LiDAR and smart cameras on the roads in Chattanooga, TN, home to the largest smart intersection projects in the United States. Hear from William Muller of Seoul Robotics, J Ed Marston of EPB, Dr. Mina Sartipi of the University of Tennessee Chattanooga with perspective from Daniel Newman of The Futurum Group. Be sure to subscribe to our YouTube channel, so you never miss an episode of The Six Five Webcast.

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:   OpenText World 2023 https://www.opentext.com/about/press-releases/opentext-ai-enables-smarter-organizations https://twitter.com/PatrickMoorhead/status/1712143447032058362 https://twitter.com/PatrickMoorhead/status/1712133701361188990 https://twitter.com/PatrickMoorhead/status/1711899044606509373 https://twitter.com/danielnewmanUV/status/1712147902725050802 https://twitter.com/danielnewmanUV/status/1712134681515159555   BoxWorks 2023 https://blog.box.com/boxworks-2023-unlock-value-your-content https://twitter.com/MelodyBrue/status/1712094346491871542 https://x.com/levie/status/1712093947630141729?s=46&t=YiEHo6jc4-PozRf_efr9PA   AMD Acquires Nod.AI https://www.cnbc.com/amp/2023/10/10/amd-acquires-nodai-ai-startup-as-it-seeks-to-catch-up-with-nvidia.html https://ir.amd.com/news-events/press-releases/detail/1159/amd-to-acquire-open-source-ai-software-expert-nod-ai   Adobe Max 2023 https://news.adobe.com/news/default.aspx https://twitter.com/MelodyBrue/status/1711811174814417196   Microsoft Owes $29B to IRS? https://www.cnbc.com/amp/2023/10/11/irs-says-microsoft-owes-an-additional-29-billion-in-back-taxes.html   Google to Defend Gen AI Users From Copyright Claims https://finance.yahoo.com/news/google-defend-generative-ai-users-160320009.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.

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 Spins Out PSG FPGA Unit https://x.com/PatrickMoorhead/status/1709306411027448205?s=20 https://twitter.com/danielnewmanUV/status/1709301180784902448   IBM AI Threat Detection https://www.prnewswire.com/news-releases/ibm-announces-new-ai-powered-threat-detection-and-response-services-301947761.html   Dell Securities Analyst Meeting 2023 https://x.com/PatrickMoorhead/status/1709925158499062262?s=20 https://x.com/PatrickMoorhead/status/1709924481592897990?s=20 https://investors.delltechnologies.com/static-files/a572ce5e-4b0c-4066-9a8e-95be99224d84 https://investors.delltechnologies.com/static-files/a572ce5e-4b0c-4066-9a8e-95be99224d84 https://twitter.com/danielnewmanUV/status/1709930355824935397 https://twitter.com/danielnewmanUV/status/1709925367098872126   HP Imagine Event 2023 https://x.com/PatrickMoorhead/status/1709961793517297674?s=20 https://press.hp.com/us/en/press-kits/2023/hp-imagine.html https://press.hp.com/us/en/press-releases/2023/hp-imagine.html   Pixel 8 - Who Should Care? https://www.linkedin.com/posts/patmoorhead_if-a-company-with-1-smartphone-market-share-activity-7115393755519598592-4I7y?utm_source=share&utm_medium=member_desktop   Zoomtopia 2023 https://x.com/MelodyBrue/status/1709249642821808597?s=20 https://x.com/MelodyBrue/status/1709245162696978870?s=20 https://investors.zoom.us/news-releases/news-release-details/zoomtopia-2023-one-platform-delivering-limitless-human   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.

On this first edition episode of The Six Five on AI, hosts Daniel Newman and Patrick Moorhead welcome Adobe’s Ashley Still, Senior Vice President & General Manager, Creative Cloud for a conversation on Adobe’s vision and strategy to empower creativity through AI technology. Their discussion covers: How Adobe is enabling and empowering creativity through AI technology What challenges their target market and customers are facing, and how Adobe’s product offerings are solving those challenges An overview of Adobe’s AI-related products and offerings, and what makes them unique

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 New GAI Assistant, “Joule” https://news.sap.com/2023/09/joule-new-generative-ai-assistant https://www.sap.com/products/artificial-intelligence/ai-assistant.html https://x.com/PatrickMoorhead/status/1706798434810839119?s=20   Windows GAI Copilot Released to Billions https://blogs.windows.com/windowsexperience/2023/09/26/the-most-personal-windows-11-experience-begins-rolling-out-today/ https://www.forbes.com/sites/moorinsights/2023/09/27/microsoft-aims-to-bring-ai-to-life-with-a-unified-copilot-experience/?sh=345403ea5e0b   AWS GAI Update https://x.com/PatrickMoorhead/status/1707439225291890813?s=20   T-Mobile First SIM-Based SASE https://x.com/PatrickMoorhead/status/1706795069251166348?s=20   IBM Granite GAI Watsonx Goes GA with Indemnity Protection https://newsroom.ibm.com/2023-09-28-IBM-Announces-Availability-of-watsonx-Granite-Model-Series,-Client-Protections-for-IBM-watsonx-Models https://x.com/PatrickMoorhead/status/1707431892704809467?s=20   Apple iPhone 15 Defects? https://x.com/PatrickMoorhead/status/1706055711392715022?s=20 https://x.com/PatrickMoorhead/status/1707547524523831461?s=20 https://www.wsj.com/tech/personal-tech/apple-new-iphone-15-overheat-dbd5171a https://www.bloomberg.com/news/articles/2023-09-27/apple-iphone-15-pro-users-complain-that-device-can-get-too-hot?srnd=undefined&sref=9hGJlFio#xj4y7vzkg   Amazon FTC https://www.nytimes.com/2023/09/26/technology/amazon-ftc-lawsuit-antitrust.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.

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Microsoft’s Matt Barlow, Corporate VP, Microsoft Windows + Surface Marketing, for a conversation on Microsoft's latest Copilot announcements, Generative AI, and Microsoft's vision for the future. Their discussion covers: Microsoft’s latest Copilot announcements How Copilot can create new ways to monetize The differences in the ways consumer and commercial customers might leverage Microsoft Copilot Microsoft’s Generative AI vision, and Matt’s thoughts on the pace of the AI wave

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Microsoft’s Steven Bathiche, Technical Fellow, Windows & Devices, for a conversation on bringing AI to life for the Microsoft Event in NYC. Their discussion covers: A look into how Steven’s team brought AI to life for this special event  Neural Processing Units (NPUs) and why developers should invest and be excited about the cloud to client capabilities  How this complex world of AI technology is making work and play easier for end users   How AI technology has advanced through today and what progress might be achieved three years from now

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Microsoft’s Colette Stallbaumer, General Manager, Modern Work Marketing for a conversation on the GA release of Microsoft 365 Copilot, harnessing the power of Generative AI responsibly, and unlocking productivity with Copilot during the Microsoft Event in NYC. Their discussion covers: Microsoft 365 Copilot’s general availability release, coming November 1st The business value and use cases of Microsoft 365 Copilot Microsoft’s ability to help their commercial customers harness the power of Generative AI safely and unlock productivity in a secure way Microsoft’s plans to expand 365 Copilot to consumers and SMB

Telco services are vital to our everyday activities yet many operators face an uncertain future, challenged by the high volumes of data traffic on their networks and slow subscriber growth. Under pressure to develop new services and cut costs, operators have become the latest customer base to invest in Gen AI. In this episode of The Six Five Connected with Diana Blass, we explore the Gen AI solutions spearheaded by AT&T and DISH Wireless. We also chat with IBM about the infrastructure investments needed in a telco's network and operations for Gen AI to thrive.

On this episode of The Six Five – On The Road, sponsored by Intel, hosts Daniel Newman and Patrick Moorhead welcome Intel’s Jim Johnson, SVP, Client Computing Group and GM of Client Business Group, along with Jerry Kao, Chief Operating Officer at Acer Inc for a conversation on Intel’s largest client architectural shift in 40 years and what makes this shift so exciting for the future of AI-ready PCs. Their discussion covers: Distinguishing features of Intel's Meteor Lake (MTL) architecture compared to prior platforms Impact of the new architecture on Acer's design paradigm Anticipated launch timeline for products featuring the new designs Intel's Vision for the future of AI-infused PC technology

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome ai.io’s Chief Product Officer Jonathan Lee, for a conversation on how AI is revolutionizing sports around the world and how ai.io leverages Intel’s AI solutions to democratize athletic scouting, development and insights for athletes across the globe. Their discussion covers: ai.io AI application overview, poised to revolutionize the sports industry, including a concise explanation of its functionality AI's transformative influence on sports video analysis practices The process involved in optimizing ai.io's software platform for Intel silicon Compelling athlete success stories from traditionally underrepresented areas, showcasing opportunities for sports advancement. The ongoing exploration of intriguing applications for ai.io's technology

IAA MOBILITY put a spotlight on the unique driving experience that's unfolding with the arrival of EVs, an experience underpinned by technology that not only support a car's charging and its operations but continuously customizes the car to a driver's needs and its environments. The result? A software-defined vehicle. Learn more in this episode of Connected on The Six Five.

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 Cloud World 2023 https://x.com/danielnewmanUV/status/1704267972427276789?s=20 https://x.com/PatrickMoorhead/status/1704521754901929999?s=20 https://x.com/PatrickMoorhead/status/1704528065697890802?s=20 https://x.com/PatrickMoorhead/status/1704530979069759982?s=20 https://x.com/PatrickMoorhead/status/1704540699272822832?s=20 https://x.com/PatrickMoorhead/status/1704559113286598754?s=20 https://x.com/PatrickMoorhead/status/1704565308340715632?s=20 https://x.com/PatrickMoorhead/status/1704567832053432637?s=20 https://x.com/PatrickMoorhead/status/1704562799903654353?s=20 https://twitter.com/danielnewmanUV/status/1704872261587517705   Microsoft AI and Surface Event https://x.com/danielnewmanUV/status/1704868957121896496?s=20 https://twitter.com/PatrickMoorhead/status/1704873905821720648 https://twitter.com/PatrickMoorhead/status/1704891618812219608 https://twitter.com/PatrickMoorhead/status/1704869329198539023 https://twitter.com/PatrickMoorhead/status/1704866011940262020 https://twitter.com/PatrickMoorhead/status/1704864437994192924 https://twitter.com/danielnewmanUV/status/1704888100571263434 https://twitter.com/danielnewmanUV/status/1704870629193773529 https://twitter.com/danielnewmanUV/status/1704868957121896496   Intel Innovation 2023 https://x.com/PatrickMoorhead/status/1704159486079066352?s=20 https://x.com/PatrickMoorhead/status/1704160751513121221?s=20 https://x.com/PatrickMoorhead/status/1704165656118333722?s=20 https://x.com/PatrickMoorhead/status/1704169055555612858?s=20 https://x.com/PatrickMoorhead/status/1704178453459915133?s=20   Cisco Buying Splunk https://x.com/PatrickMoorhead/status/1704829460413845959?s=20   HP Foldable 17" PC https://www.engadget.com/hps-5000-spectre-fold-might-be-the-best-flexible-screen-laptop-yet-120039948.html   Apple’s Spectacular Failure to Replace Qualcomm https://www.wsj.com/tech/apple-iphone-modem-chip-failure-6fe33d19 https://x.com/PatrickMoorhead/status/1705008075995058341?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.

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Intel’s Greg Lavender, CTO, SVP and GM of Intel SATG, and Sandra Rivera, EVP and GM Intel DCAI for a conversation on Intel’s AI Portfolio during Intel Innovation in San Jose, California. Their discussion covers: What is unique about Intel’s AI strategy, and Intel’s focus on democratizing AI  How Intel customers are using Intel Gaudi2 accelerators today What Intel is doing to make it easier for developers to build AI solutions that run on Intel hardware What enterprises need to be doing to prepare for this coming wave of AI inferences

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Intel’s CEO, Pat Gelsinger for a conversation on the “Siliconomy” and how Intel is “Getting the Geek Back” by reinforcing their belief that InnovatiON is for developers, as well as the opportunities created by the generational shift AI. Their discussion covers: What priorities CEO, Pat Gelsinger has been razor-focused on during his three-year tenure at Intel How Intel’s AI approach goes where others aren’t yet–AI on the PC, at the Edge, in the Enterprise, as well as the cloud and data center with a broader range of hardware and software An expanded look at Pat’s keynote highlights, including the new coined phrase “Siliconomy”  The main takeaways Intel hopes to deliver to developers over the course of the event 

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Intel’s Anil Rao, VP, GM Systems Architecture & Engineering and Zscaler’s Ken Urquhart, Global Vice President of 5G Strategy for a conversation on how Intel is making aggressive plans to offer software, security, and services to its customers with initiatives like Project Amber, Confidential Computing and more. Their discussion covers: Intel's commitment to empowering developers with confidence, leveraging innovative hardware, developer software, and solutions Anil's pivotal role in driving security technology and system-architecture innovation, including oversight of the Intel Trust Authority A spotlight on Intel's client, Zscaler, and their successful implementation of Intel's Confidential Computing, along with the achieved outcomes Exploring the concept of being "secured down to the silicon" and the consequential assurance of end-to-end data protection, instilling confidence in Intel's clientele

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Intel’s Markus Flierl, Corporate VP, Intel Developer Cloud, SiteMana Co-founder Peter Ma, and Prediction Guard Founder Dan Whitenack, Founder, for a conversation on what makes Intel Developer Cloud unique during Intel Innovation in San Jose, California. Their discussion covers:   An overview of the recently launched Intel Developer Cloud and the implications for developers How developers are harnessing a spectrum of Intel technologies via the Intel Developer Cloud Real-world applications: SiteMana and Prediction Guard's utilization of the evolving Intel Developer Cloud Measurable outcomes and onboarding guidance for developers engaging with Intel Developer Cloud

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Rich Uhlig, Intel Senior Fellow and Corporate VP, Director of Intel Labs for a conversation on Intel’s vision for the future of technology, including the latest developments and what Intel Labs has been working on in the AI field. Their discussion covers: Intel Labs' Mission and Strategic Focus Areas Cutting-Edge Advancements in Neuromorphic Computing and Silicon Photonics by Intel Labs Intel Labs' Contributions to the AI Landscape Intel Labs' Robust Approach to AI Security Concerns An In-Depth Look at Intel's Quantum Computing Advancements

On this episode of The Six Five On The Road, hosts Daniel Newman and Patrick Moorhead provide their analysis and opinion on GlobalFoundries’ recent GTS 2023 event, unveiling the silicon revolution and taking an inside look at how the company is “Delivering a New Era of More.” Their discussion covers: Who GlobalFoundries is and what they do as a leading semiconductor manufacturer Highlights from GTS 2023, including keynote speakers, and key partnerships discussed over the two-day event The supporting cast of essential specialty parts that come from GlobalFoundries when it comes to AI, Machine Learning, intelligent automobiles, smartphones and more How GlobalFoundries is approaching sustainability within the semiconductor industry, and how that translates into the everyday technology we all use

On this episode of The Six Five – In the Booth, hosts Daniel Newman and Patrick Moorhead welcome Ben Canning, SVP of Product Experiences at Smartsheet for a conversation on how Smartsheet is helping customers solve work management problems faster, easier, and more efficiently during their ENGAGE 2023 event. Their discussion covers: The pain points that Smartsheet is helping their customers to solve The latest updates and announcements from Smartsheet ENGAGE 2023 How Smartsheet is approaching AI in their product features and what principles they’ve incorporated in their AI adoption A look ahead at what’s next for Smartsheet  

On this episode of The Six Five On The Road, hosts Daniel Newman and Patrick Moorhead welcome Intel’s Greg Lavender, CTO, SVP and GM of Intel SATG for an inside preview of the upcoming Intel InnovatiON 2023 event happening this week in San Jose, California. Their discussion covers: An inside look at the content Intel has lined up for InnovatiON around their next-gen services, client and edge cloud, with a big focus on AI  What Intel CEO Pat Gelsinger meant when he coined the term “Siliconomy” at Intel VisiON last year Why software is not a shift for Intel, even though its most known for its hardware A preview of what to expect at Intel InnovatiON 2023, what trends will be in the spotlight and what the future holds for research and technology at Intel  

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 Database @Azure https://x.com/PatrickMoorhead/status/1702414110988619958?s=20 https://x.com/danielnewmanUV/status/1702413901818663122?s=20   Arm Goes Public with Successful Debut https://finance.yahoo.com/video/arm-ipo-investors-bullish-bearish-134253502.html https://x.com/streetsignscnbc/status/1702496493200912635?s=46&t=YiEHo6jc4-PozRf_efr9PA  https://x.com/CNBCOvertime/status/1702066652798468210?s=20 https://www.cnbc.com/video/2023/09/15/arm-is-an-association-to-ai-but-wont-drive-the-market-by-itself-says-futurumas-daniel-newman.html https://www.cnbc.com/video/2023/09/15/arm-is-an-association-to-ai-but-wont-drive-the-market-by-itself-says-futurumas-daniel-newman.html https://www.investors.com/news/technology/arm-stock-chip-designer-launches-ipo/   Apple September 2023 Event https://x.com/danielnewmanUV/status/1701698837268812127?s=20 https://x.com/PatrickMoorhead/status/1701732928345284895?s=20 https://www.cnbc.com/video/2023/09/12/apples-new-iphones-may-not-allay-macro-concerns-says-futurums-daniel-newman.html   Oracle Q1 2024 Earnings https://x.com/PatrickMoorhead/status/1701355476552958463?s=20 https://x.com/danielnewmanUV/status/1701349649783599612?s=20 https://futurumgroup.com/insights/oracle-fy-2024-q1-solid-results-bolstered-by-iaas-gain/ https://www.forbes.com/sites/stevendickens/2023/09/14/oracle-30-cloud-revenue-growth-but-cerner-concerns-stall-growth/?sh=401072a75e37   Adobe Q3 2023 Earnings, Goes GA with Generative AI Products https://www.adobe.com/investor-relations.html https://news.adobe.com/news/news-details/2023/Adobe-Unleashes-New-Era-of-Creativity-for-All-With-the-Commercial-Release-of-Generative-AI/default.aspx https://x.com/danielnewmanUV/status/1702451800924647782?s=20   Salesforce Dreamforce 2023 San Francisco https://x.com/PatrickMoorhead/status/1701643728015032439?s=20 https://x.com/danielnewmanUV/status/1701993554766352763?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.

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, 

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

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

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.

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.

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.

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

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

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  

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

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

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.

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.

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.

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

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.

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.

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  

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.

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.

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  

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.

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  

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  

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  

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  

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  

This inaugural episode of The Six Five — Connected with Diana Blass dives into the regulatory environment that surrounds AI following the quick rise of ChatGPT and other forms of Generative AI. Technologies that have opened up fresh questions around copyright & IP laws, data privacy, cybersecurity, and national security. Many agree that changes to current laws are necessary, but the efforts to do so could have major impacts. It's a world race in AI innovation. Who will win? Get Connected on the latest in AI with Edoardo Romeo, Josh Davies, and Daniel Newman.

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.

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&par=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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

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

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

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

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.

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.  

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.

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.

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.

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.

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.

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.

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.

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.

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  

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.

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

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.

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

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.

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.

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

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.

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.

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.

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.

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.

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.

On this episode of The Six Five – Insider – CHIPS Act Special Edition, hosts Daniel Newman and Patrick Moorhead welcome Bruce Andrews, Corporate Vice President and Chief Government Affairs Officer at Intel. Their discussion covers: Intel’s role in the US’s adoption of the CHIPS Act Intel's investments to establish domestic semiconductor foundries without sacrificing its competitiveness in the global semiconductor industry Intel's contributions to the CHIPS Act and how the company is actively contributing to national security & sustainability, fostering a strong global supply chain, and positioning the US as a leader in the technology industry How Intel's foundry investments, in part with the CHIPS Act, are creating opportunities for job growth, workforce, and economic development in communities throughout the country  Be sure to subscribe to The Six Five Webcast, so you never miss an episode.

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.

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.  

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.

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.

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.

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.  

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.

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.

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.

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.

On this episode of The Six Five – In the Booth, hosts Daniel Newman and Patrick Moorhead welcome Raghib Hussain, President of Marvell Technology, 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.

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 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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

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

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

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

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

The Six Five “On The Road” at #CES2023. Daniel Newman and Patrick Moorhead sit down with Dinesh Bahal, Micron’s CVP & GM of Commercial & Components Group. Their conversation covers: The future of high-performance applications, including content creation and gaming Crucial Gen5 SSD DirectStorage The significance of Micron’s 232L NAND technology in enable the Gen5 SSD ecosystem Various collaborations across the ecosystem