Podcasts about futurum research

Olivier Blanchard discusses his book “Human/Machine” and the future of our partnerships with machines. Olivier is a senior analyst with Futurum Research, where he focuses on the impact of emerging and disruptive technologies including artificial intelligence, the Internet of Things, smart automation, edge compute and robotics. Listen for three action items you can use today. Host, Kevin Craine Do you want to be a guest? Do you want to be a sponsor?

Lenovo Innovation World 2024 was held in Berlin on September 4th—5th. During this event, the company announced a slew of Copilot+ PCs powered by the new Intel Core Ultra 400v, AMD Ryzen AI 300, and Qualcomm Snapdragon X Plus (8-core) SoCs. In this episode, I talk to Olivier Blanchard, Research Director, Futurum Research, about the various SoCs, their strengths and weaknesses, the need for OEMs to position them well, specifically what Lenovo should do to maintain its formidable market leadership, and finally, key takeaways from the event. Also, check out the reviews of these Copilot+ PCs powered by Snapdragon XElite SOC  Lenovo Slim7x - https://bit.ly/3WK9W4n Samsung Galaxy Book4 Edge - https://bit.ly/3XJSGLN

On this episode of the Futurum Tech Webcast, host David Nicholson welcomes Steen Graham, Founder at Scalers AI and Jeremy Johnson, Technical Marketing Engineer at Dell Technologies for a conversation on the democratization of AI through an industrial AI Metaverse solution. Their discussion covers: Insights into the creation and deployment of industrial AI Metaverse solutions. The collaborative efforts between Scalers AI and Dell Technologies in advancing AI technologies. The impact of AI Metaverse solutions on industry and society. Future trends and developments in AI democratization.

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.  Welcome to this week's edition of “The 6-5.” I'm Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week's show we will be talking:   Apple Vision Pro Developers Losing Interest? https://twitter.com/PatrickMoorhead/status/1780746447102599462 https://twitter.com/PatrickMoorhead/status/1779852272937132347 https://twitter.com/danielnewmanUV/status/1779672831049011663   U.S. Awards Samsung & Micron over $6B in CHIPS Act https://twitter.com/PatrickMoorhead/status/1779849058540027907 https://twitter.com/danielnewmanUV/status/1780766818157617281 https://twitter.com/danielnewmanUV/status/1779873626084274559   Does AMD Really Have a Datacenter AI GPU Problem? https://twitter.com/PatrickMoorhead/status/1779851395811668037 https://twitter.com/danielnewmanUV/status/1779696805820698953   Adobe's Use of Midjourney https://twitter.com/danielnewmanUV/status/1780264288348766403 https://www.bloomberg.com/news/articles/2024-04-12/adobe-s-ai-firefly-used-ai-generated-images-from-rivals-for-training   Samsung Knocks Apple Off Of Number 1 Market Share https://twitter.com/danielnewmanUV/status/1779915488723611791 https://www.washingtontimes.com/news/2024/apr/15/samsung-knocks-apple-out-as-worlds-biggest-phone-s/ https://malaysia.news.yahoo.com/samsung-takes-top-phone-maker-092637769.html   Arm Says CPUs Can Save 15 Percent of Total Datacenter Power https://twitter.com/PatrickMoorhead/status/1780674836123074946 https://twitter.com/danielnewmanUV/status/1780687456716861730   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.  Welcome to this week's edition of “The 6-5.” I'm Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week's show we will be talking:   Intel Vision 2024 Event https://twitter.com/anshelsag/status/1777723909972041979 https://twitter.com/danielnewmanUV/status/1777779401113169929 https://twitter.com/danielnewmanUV/status/1777741909865488417 https://twitter.com/danielnewmanUV/status/1777732805386199384 https://x.com/PatrickMoorhead/status/1777824158921240693 https://x.com/PatrickMoorhead/status/1777823715168079996   Google Cloud Next 2024 Event https://twitter.com/PatrickMoorhead/status/1777730172441288797 https://twitter.com/PatrickMoorhead/status/1778106837373690119 https://twitter.com/danielnewmanUV/status/1777749000151773570 https://twitter.com/PatrickMoorhead/status/1777841767632744835 https://twitter.com/PatrickMoorhead/status/1777732669478236465 https://twitter.com/danielnewmanUV/status/1777746536069464246 https://twitter.com/PatrickMoorhead/status/1777837143286800747 https://twitter.com/PatrickMoorhead/status/1777734922616336580 https://twitter.com/PatrickMoorhead/status/1777733496364265602 https://twitter.com/danielnewmanUV/status/1778106196567925001 https://twitter.com/danielnewmanUV/status/1777751328212779338 https://twitter.com/danielnewmanUV/status/1777846396487700484 https://twitter.com/danielnewmanUV/status/1777738921734176838 https://twitter.com/danielnewmanUV/status/1777736027274416234   Apple M4 Chips & New Macs https://x.com/PatrickMoorhead/status/1778517407071412553 https://www.yahoo.com/news/apple-may-start-releasing-ai-centric-m4-powered-macs-later-this-year-175312540.html#:~:text=Versions%20of%20the%2013%2Dinch,notes%20that%20plans%20may%20change https://www.bloomberg.com/news/articles/2024-04-11/apple-aapl-readies-m4-chip-mac-line-including-new-macbook-air-and-mac-pro   TSMC Gets $6.6 billion CHIPS Act Funding https://twitter.com/PatrickMoorhead/status/1777394409295782078 https://twitter.com/danielnewmanUV/status/1778186030300209478 https://twitter.com/danielnewmanUV/status/1778125637875826748 https://www.wsj.com/tech/taiwanese-chip-making-giant-tsmc-gets-6-6-billion-for-arizona-project-f75e9de4 https://www.marketplace.org/2024/04/09/tsmc-deal-chips-acts-semiconductors/   Marvell Accelerated Infrastructure for the AI Era Event https://twitter.com/PatrickMoorhead/status/1778424084130369545 https://twitter.com/danielnewmanUV/status/1778424121409380846 https://twitter.com/PatrickMoorhead/status/1778430334268297449 https://twitter.com/PatrickMoorhead/status/1778430966006006256   U.S. Inflation Data https://twitter.com/danielnewmanUV/status/1778054672689013131 https://twitter.com/danielnewmanUV/status/1778104488706056336 https://twitter.com/PatrickMoorhead/status/1778195676251435442   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.  Welcome to this week's edition of “The 6-5.” I'm Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week's show we will be talking:   Intel Breaks Out Product and Foundry Reporting https://download.intel.com/newsroom/2024/corporate/resegmentation-infographic.pdf https://d1io3yog0oux5.cloudfront.net/_9bece0e2e2052ad835960ec926e1b746/intel/db/856/8992/presentation/Intel+New+Segment+Reporting+Webinar+-+for+posting+to+INTC.com.pdf https://twitter.com/PatrickMoorhead/status/1775551444260716608 https://twitter.com/PatrickMoorhead/status/1775266979492085779 https://twitter.com/danielnewmanUV/status/1775263404133060620 https://twitter.com/danielnewmanUV/status/1775272665009590541   Oracle-Palantir Partnership https://www.oracle.com/ee/news/announcement/oracle-and-palantir-join-forces-to-deliver-mission-critical-ai-solutions-to-governments-and-businesses-2024-04-04/ https://twitter.com/Oracle/status/1775888741350924485 https://www.techmarketview.com/ukhotviews/archive/2024/04/05/palantir-and-oracle-partner-to-provide-government-and-more-ai-services#:~:text=Oracle%20and%20US%2Dheadquartered%20data,across%20government%20and%20commercial%20sectors. https://www.investors.com/news/technology/palantir-stock-rises-oracle-deal-for-ai-cloud-computing-services/   Groq Developer and App Milestones https://twitter.com/danielnewmanUV/status/1775176439802761518 https://twitter.com/PatrickMoorhead/status/1775315306715422731 https://wow.groq.com/news_press/demand-for-real-time-ai-inference-from-groq-accelerates-week-over-week/   Apple Getting Into Home Robots After Bailing on Cars? https://twitter.com/danielnewmanUV/status/1775645024379715978 https://www.bloomberg.com/news/articles/2024-04-03/apple-explores-home-robots-after-abandoning-car-efforts https://www.cnet.com/tech/mobile/apple-reportedly-developing-robots-thatll-roam-your-home/   Rubrik Files S-1 To Go Public https://twitter.com/danielnewmanUV/status/1775178111945978165 https://twitter.com/danielnewmanUV/status/1776070827206709363 https://www.rubrik.com/company/newsroom/press-releases/24/rubrik-files-registration-statement-for-proposed-initial-public-offering https://www.meritechcapital.com/blog/rubrik-ipo-or-s-1-breakdown   Are EVs or Tesla Stalling? Or is China Winning? https://www.theglobeandmail.com/business/international-business/article-tesla-scraps-low-cost-car-plans-amid-fierce-chinese-ev-competition/ https://www.businessinsider.com/china-electric-cars-ev-elon-musk-tesla-byd-price-war-2024-4   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.  Welcome to this week's edition of “The 6-5.” I'm Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week's show we will be talking:   Adobe Summit 2024 https://twitter.com/PatrickMoorhead/status/1773136770114204149 https://twitter.com/PatrickMoorhead/status/1773035536145408389 https://twitter.com/PatrickMoorhead/status/1772732619144274081 https://twitter.com/PatrickMoorhead/status/1772738166669115665 https://twitter.com/PatrickMoorhead/status/1772664499025084738 https://twitter.com/PatrickMoorhead/status/1772662848289907113 https://twitter.com/PatrickMoorhead/status/1772661695837512119 https://twitter.com/danielnewmanUV/status/1772739538193920197 https://twitter.com/danielnewmanUV/status/1772743799921365092 https://twitter.com/danielnewmanUV/status/1772745512804041004 https://twitter.com/danielnewmanUV/status/1772734299596267935 https://twitter.com/danielnewmanUV/status/1772732623183364515 https://twitter.com/danielnewmanUV/status/1772664601009857024   China's Crackdown on AMD & Intel Chips https://twitter.com/PatrickMoorhead/status/1772312978454388793 https://twitter.com/PatrickMoorhead/status/1772319189073567892 https://twitter.com/PatrickMoorhead/status/1772368710948290730 https://www.cnbc.com/2024/03/25/chinas-new-guidelines-will-block-intel-and-amd-chips-in-government-computers-ft.html https://x.com/danielnewmanUV/status/1771946202159878562?s=20   Intel Gaudi Performance - Beats NVIDIA? https://twitter.com/danielnewmanUV/status/1773195621802926279 https://www.intel.com/content/www/us/en/newsroom/news/new-gaudi-2-xeon-performance-ai-inference.html   Apple Investigated Again by EU & Consumer Class Action Suits Start https://twitter.com/PatrickMoorhead/status/1772689693496262967 https://twitter.com/PatrickMoorhead/status/1772403071563227355 https://twitter.com/PatrickMoorhead/status/1771284469988684093 https://twitter.com/PatrickMoorhead/status/1771580903644443110 https://twitter.com/PatrickMoorhead/status/1771555157391585760 https://twitter.com/danielnewmanUV/status/1772768660765233333 https://www.cbsnews.com/news/eu-apple-google-meta-investigation-new-digital-markets-act-antitrust-law/ https://www.reuters.com/technology/consumers-sue-apple-taking-page-us-justice-department-lawsuit-2024-03-25/   Databricks New DBRX Model- Enterprise Worthy? https://twitter.com/PatrickMoorhead/status/1773073895504884163 https://www.databricks.com/blog/introducing-dbrx-new-state-art-open-llm   Is NVIDIA a Monopoly? https://twitter.com/danielnewmanUV/status/1772706567210885277 https://twitter.com/PatrickMoorhead/status/1772406764136268277 https://twitter.com/PatrickMoorhead/status/1771600944280596659   Lattice Leveraging the AI PC Wave? https://www.latticesemi.com/en/Blog/2024/03/12/18/12/Bolstering-AI-PC-Innovation-with-FPGA-Edge-Accelerators   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week's edition of “The 6-5.” I'm Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week's show we will be talking:   NVIDIA GTC 2024 https://twitter.com/PatrickMoorhead/status/1769838908823773309 https://twitter.com/PatrickMoorhead/status/1769830465517605058 https://twitter.com/PatrickMoorhead/status/1769828267572224010 https://twitter.com/PatrickMoorhead/status/1769827927024447975 https://twitter.com/danielnewmanUV/status/1770193573138587662 https://twitter.com/danielnewmanUV/status/1769922189963501653 https://twitter.com/danielnewmanUV/status/1769831329435091137 https://twitter.com/danielnewmanUV/status/1769827402744516695 https://twitter.com/danielnewmanUV/status/1769824783619743964 https://twitter.com/danielnewmanUV/status/1769803530921992584 https://twitter.com/danielnewmanUV/status/1770912556795773429   Broadcom “Enabling AI Infrastructure” Investor Meeting 2024 https://twitter.com/PatrickMoorhead/status/1770487470724960511 https://twitter.com/PatrickMoorhead/status/1770521331278528633 https://twitter.com/PatrickMoorhead/status/1770906752025862432 https://twitter.com/PatrickMoorhead/status/1770641173113180413 https://twitter.com/PatrickMoorhead/status/1770634404085330213 https://x.com/danielnewmanUV/status/1770569378016411881?s=20   Intel $20B Chips Act Funding https://twitter.com/PatrickMoorhead/status/1770471457854034039 https://twitter.com/danielnewmanUV/status/1770471115749806239   Apple Sued by DoJ for Illegal Monopoly https://www.nytimes.com/2024/03/21/technology/apple-doj-lawsuit-antitrust.html https://apnews.com/article/apple-antitrust-monopoly-app-store-justice-department-822d7e8f5cf53a2636795fcc33ee1fc3 https://twitter.com/PatrickMoorhead/status/1770617555725480333 https://twitter.com/danielnewmanUV/status/1770851931449119120   Micron Tech Q2 FY24 Earnings https://twitter.com/danielnewmanUV/status/1770554006244659331 https://investors.micron.com/news-releases/news-release-details/micron-technology-inc-reports-results-second-quarter-fiscal-2024 https://twitter.com/patrickmoorhead/status/1742377962450653612?s=12&t=YiEHo6jc4-PozRf_efr9PA   Synopsys Investor Day 2024 https://twitter.com/danielnewmanUV/status/1770550106066178523 https://twitter.com/danielnewmanUV/status/1770547546148233285 https://twitter.com/danielnewmanUV/status/1770546383344582801 https://x.com/PatrickMoorhead/status/1770559958997995704?s=20   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.  Welcome to this week's edition of “The 6-5.” I'm Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week's show we will be talking:   Oracle Q3 FY2024 Earnings https://x.com/danielnewmanUV/status/1767317282412232918?s=20 https://investor.oracle.com/financials/default.aspx   Arm & Cadence Automotive Announcements https://newsroom.arm.com/news/new-automotive-technologies-2024 https://newsroom.arm.com/automotive-enhanced-ip-portfolio https://www.cadence.com/en_US/home/company/newsroom/press-releases/pr/2024/cadence-collaborates-with-arm-to-jumpstart-the-automotive.html   Adobe Q1 FY2024 Earnings https://news.adobe.com/news/news-details/2024/Adobe-Reports-Record-Revenue-in-Q1-Fiscal-2024/default.aspx https://twitter.com/danielnewmanUV/status/1768381150844612716   AI Innovation at SxSW 2024: Better Open or Closed? https://x.com/PatrickMoorhead/status/1767310236350644386?s=20   MongoDB Q4 FY2024 Earnings https://investors.mongodb.com/news-releases/news-release-details/mongodb-inc-announces-fourth-quarter-and-full-year-fiscal-2024   Plus Secures Major L4 Trucking Win https://plus.ai/news-and-insights/plus-and-scania-man-and-navistar-partner-to-accelerate-global-commercial-deployment-of-level-4-autonomous-trucks https://www.youtube.com/watch?v=uPlrVQ2IlvA&t=24s https://traton.com/en.html   Six Five Summit 2024 https://x.com/TheSixFiveMedia/status/1767221565706453088?s=20 https://thesixfivesummit.com/    Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week's edition of “The 6-5.” I'm Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week's show we will be talking:   HP Amplify 2024 https://twitter.com/PatrickMoorhead/status/1765410454128775441  https://twitter.com/PatrickMoorhead/status/1765445439296569626 https://twitter.com/PatrickMoorhead/status/1765447870671683794 https://twitter.com/danielnewmanUV/status/1765444175150121090   Broadcom Q1 FY2024 Earnings https://www.broadcom.com/company/news/financial-releases/61901 https://twitter.com/danielnewmanUV/status/1766140195382894686   OpenAI - Non-Profit to Profit https://twitter.com/PatrickMoorhead/status/1764007261133733920   NVIDIA 3rd Most Valuable Company https://twitter.com/danielnewmanUV/status/1763940655644967367   Apple Reinforces its Monopolist Nature, Again https://x.com/PatrickMoorhead/status/1766495498284736786?s=20   AMD AI Chip in China https://twitter.com/danielnewmanUV/status/1765059754588799118    Marvell Earnings Q4 FY2024 https://www.prnewswire.com/news-releases/marvell-technology-inc-reports-fourth-quarter-and-fiscal-year-2024-financial-results-302083397.html https://twitter.com/danielnewmanUV/status/1766137543207100481   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week's edition of “The 6-5.” I'm Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week's show we will be talking:   Microsoft Finance AI https://twitter.com/danielnewmanUV/status/1763282381455196304 https://www.microsoft.com/en-us/microsoft-copilot/microsoft-copilot-for-finance https://www.microsoft.com/en-us/microsoft-365/blog/2024/02/29/introducing-microsoft-copilot-for-finance-transform-finance-with-next-generation-ai-in-microsoft-365/ https://www.cnbc.com/2024/02/29/microsoft-introduces-copilot-ai-chatbot-for-finance-workers.html   Salesforce Earnings and Trailblazer DX https://twitter.com/danielnewmanUV/status/1762948630372089889 https://s23.q4cdn.com/574569502/files/doc_financials/2024/q4/CRM-Q4-FY24-Earnings-Press-Release-w-financials.pdf https://x.com/PatrickMoorhead/status/1763254180180103547?s=20 https://www.cnbc.com/2024/02/28/salesforce-crm-q4-earnings-report-2024.html   Altera Spin-out and New Mid-range https://twitter.com/PatrickMoorhead/status/1763370780195492031 https://www.intel.com/content/www/us/en/newsroom/news/intel-launches-altera-standalone-fpga-operation.html https://www.crn.com/news/components-peripherals/2024/intel-brings-back-altera-as-standalone-fpga-company https://www.intel.com/content/www/us/en/products/programmable.html#gs.58ubf7   HPE Earnings https://twitter.com/PatrickMoorhead/status/1763318368613060882 https://twitter.com/danielnewmanUV/status/1763312588635402668 https://investors.hpe.com/~/media/Files/H/HP-Enterprise-IR/documents/q1-2024/q1-2024-quarterly-results.pdf   HP Earnings https://twitter.com/danielnewmanUV/status/1763211079100837977 https://investor.hp.com/news/press-release-details/2024/HP-Inc.-Reports-Fiscal-2024-First-Quarter-Results/default.aspx   Dell Technology Earnings https://twitter.com/PatrickMoorhead/status/1763314132953297182 https://twitter.com/danielnewmanUV/status/1763328796030312909 https://twitter.com/danielnewmanUV/status/1763315665149002082 https://investors.delltechnologies.com/   Pure Storage Earnings https://twitter.com/danielnewmanUV/status/1763208169474384171 https://investor.purestorage.com/financial-information/quarterly-results/default.aspx   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week's edition of “The 6-5.” I'm Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week's show we will be talking:   NVIDIA Q4 FY2024 Earnings https://investor.nvidia.com/home/default.aspx https://x.com/PatrickMoorhead/status/1760454290190004734?s=20 https://x.com/PatrickMoorhead/status/1760427483235491877?s=20 https://twitter.com/danielnewmanUV/status/1760653985361412332 https://twitter.com/danielnewmanUV/status/1760487469328343447 https://twitter.com/danielnewmanUV/status/1760443599341125759 https://twitter.com/danielnewmanUV/status/1760443599341125759   Lenovo Q3 FY2024 Earnings https://investor.lenovo.com/en/global/home.php https://investor.lenovo.com/en/financial/results/presentation_2324_q3.pdf   Synopsys Q1 FY2024 Earnings https://investor.synopsys.com/financials/quarterly-results/default.aspx https://x.com/PatrickMoorhead/status/1760460017910575417?s=20 https://twitter.com/danielnewmanUV/status/1760487469328343447    What to Expect at MWC 2024 AI-AI-AI   Third Generation Arm Neoverse https://newsroom.arm.com/news/enabling-ai-infrastructure-on-arm https://x.com/PatrickMoorhead/status/1760465932986564887?s=20   Intel Foundry Direct Connect Event https://www.intc.com/news-events/press-releases/detail/1675/intel-launches-worlds-first-systems-foundry-designed-for https://x.com/PatrickMoorhead/status/1760342442530746749?s=20   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week's edition of “The 6-5.” I'm Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week's show we will be talking:   NVIDIA Getting into DC AI ASIC Market? https://twitter.com/PatrickMoorhead/status/1757483843354079548 https://www.cnbc.com/2024/02/09/nvidia-chases-30-billion-custom-chip-market-with-new-unit-reuters.html Custom ASIC: Broadcom & Marvell. Merchant ASIC: Intel Habana, Groq, UntetherAI   Upcoming IFS “Direct Connect” Event Preview https://twitter.com/PatrickMoorhead/status/1758139102439108752   Plus AI Open Auto Platform https://plus.ai/news-and-insights/plus-launches-open-platform-for-autonomy-to-scale-deployment-of-all-levels-of-autonomous-driving-technology   Cisco Q2 FY2024 Earnings https://twitter.com/danielnewmanUV/status/1758136567250776572 https://twitter.com/danielnewmanUV/status/1757874967943761953 https://twitter.com/danielnewmanUV/status/1757867283341279424 https://twitter.com/PatrickMoorhead/status/1758492279239532803   Lattice Q4 FY2023 and 2023 Earnings https://twitter.com/danielnewmanUV/status/1757170965367206351 Revenue: 3% miss; EPS: small beat, Forecast: $25M less than consensus  https://twitter.com/PatrickMoorhead/status/1758489528224907767   Cloudera Elevate 2025 SKO Event https://twitter.com/PatrickMoorhead/status/1757817666646008085 https://twitter.com/danielnewmanUV/status/1757843125354037738 Modern Data Platform, GenAI, Hybrid Cloud   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week's edition of “The 6-5.” I'm Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week's show we will be talking:   Zoho Day 2024 https://twitter.com/TheSixFiveMedia/status/1755286357952303610 https://twitter.com/PatrickMoorhead/status/1755246862578151586 https://twitter.com/danielnewmanUV/status/1755320569422070049   Arm Q3 FY24 Earnings https://x.com/YahooFinance/status/1755696642093662631?s=20 https://twitter.com/PatrickMoorhead/status/1755341092134797475 https://twitter.com/PatrickMoorhead/status/1755339165703573569 https://twitter.com/danielnewmanUV/status/1755342089548669373 https://twitter.com/danielnewmanUV/status/1755338997839065457 https://twitter.com/danielnewmanUV/status/1755336930315644950   Cohesity & Veritas Deal https://twitter.com/danielnewmanUV/status/1755606048885670234 https://www.cohesity.com/press/cohesity-and-veritas-data-protection-business-to-combine-forming-a-new-leader-in-ai-powered-data-security-and-management/ https://x.com/PatrickMoorhead/status/1755968270753038818?s=20   Apple Vision Pro First Impressions https://x.com/PatrickMoorhead/status/1754924083412639797?s=20 https://twitter.com/PatrickMoorhead/status/1754910439970848796   Google Goes Gemini https://blog.google/products/gemini/bard-gemini-advanced-app/   Intel IFS - NVIDIA Tie-up? https://x.com/danielnewmanUV/status/1755692195993051248?s=20   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Honeywell's chief sustainability officer, Evan Van Hook, and Shelly Kramer, Futurum Research's principal analyst, join host Mandi McReynolds to discuss the Environmental Sustainability Index (ESI), a quarterly comparison of sentiment and progress on ESG initiatives, and the role technology will play in their success. Learn more about the ESI: https://www.honeywell.com/us/en/company/sustainability/environmental-sustainability-index

On this episode of the “I Am a Mainframer” podcast, host Steven Dickens is joined by Zareen Rydhan, Software Development Engineer in Test II and Lead Test Automation Engineer with Rocket Software. During their conversation, Steven and Zareen talk about the mainframe being the foundation of many of the world's most critical applications and how, as the world becomes increasingly digital, the need for mainframes is only going to grow. Zareen emphasizes that what this means for developers if that if you want to be successful in the tech industry, you need to know how to develop for the mainframe. Zareen also shares a few reasons developers should consider mainframe development: a high demand for mainframe developers with very competitive salaries, challenging and rewarding work, and long-term career security, with skills that will be in demand for years to come. When asked for advice and tips for mainframe developers, Zareen shared: * Learn the basics. The first step to becoming a mainframe developer is to learn the basics of the platform. This includes COBOL, JCL, and the mainframe operating system. * Get involved in the community. There are a number of online and in-person communities for mainframe developers. These can be great resources for learning, networking, and getting help. * Stay up-to-date. The mainframe is constantly evolving, so it's important to stay current on the latest trends. You can do this by attending conferences, reading relevant blogs, and taking courses. The "I Am A Mainframer" podcast explores the careers of those in the mainframe ecosystem. Hosted by Steven Dickens, Senior Analyst at Futurum Research, each episode is a conversation that highlights the modern mainframe, insight into the mainframe industry, and advice for those looking to learn more about the technology. The podcast is sponsored by the Open Mainframe Project, a Linux Foundation project that aims to build community and adoption of Open Source on the mainframe by eliminating barriers to Open Source adoption on the mainframe, demonstrating the value of the mainframe. #mainframe #opensource #opensourceadoption #IamaMainframer #podcast #OpenMainframeProject #LinuxFoundation #ZareenRydhan #RocketSoftware #StevenDickens #TheFuturumGroup

In this episode of the Futurum Tech Webcast Interview Series, analyst Steven Dickens is joined by Eddy Ciliendo, Chief Strategy Officer for Model9 for a about the performance of Model9's cloud solution. So how fast is fast? That's exactly what they covered in this conversation. Here are some of the highlights: Eddy opens the conversation by explaining the physics behind Model9's powerful performance. They discuss how cloud storage can be faster than FICON. They explore how Model9 is approaching increased efficiency with their product. They discuss Model9's architecture and how it leverages the speed of parallelized deployment. Eddy shares a significant customer success story where Model9's solution brought increased efficiency to operations. Learn more at model9.io.

In this episode of the Futurum Tech Webcast Interview Series, Steven Dickens is joined by Eddy Ciliendo, Chief Strategy Officer for Model9 for a conversation about the magic behind Model9's technology and how that translates to solving customer challenges. So what is the “secret sauce” behind Model 9's solutions? That's exactly what they covered in this conversation. Here are some of the highlights: Eddy opens the conversation by telling us about his role with Model9 and the company itself. They discuss Model9's core technology and its three main products, offering flexible solutions for customers. They explore how the threat landscape is driving demand for the solutions Model9 offers, and how Model9 Shield addresses the critical security needs of their customers. They also discuss how Model9 Manager simplifies infrastructure, yet offers flexibility between cloud and on-prem object storage. Eddy shares the benefits of Model9 Gravity, a product that transforms siloed mainframe data for use in open-system formats. And finally, they discuss how the modular nature of Model9's products allow customers a variety of entry-points, customized to the needs of their organization. Learn more at model9.io.

Daniel Newman, CEO of The Futurum Group, and Joe Doria, CMO of Broadcom Mainframe Software, talk with Tarun Chopra, Vice President of IBM Cloud and Data at IBM, to talk about how the rise of generative AI driven by Chat-GPT, DALL-E, and others has reimagined how to unlock new value. But like any new technology, organizations must be able to scale to meet core business needs. Learn how to get the most value from these models across your business. It was a great conversation and one you don't want to miss. Like what you've heard? Check out Episode One of The Main Scoop, Episode Two of the Main Scoop, Episode Three of The Main Scoop, Episode Four of The Main Scoop, Episode Five of The Main Scoop,  Episode Six of The Main Scoop, Episode Seven of The Main Scoop, Episode Eight of The Main Scoop, and Episode Nine of The Main Scoop, and be sure to subscribe to never miss an episode of The Main Scoop series.

We’ve seen layoffs, hiring freezes and now some cold, hard numbers that show the tide is turning in the tech industry. After booming during the pandemic, big companies like Microsoft, Alphabet and Meta may now be feeling the pinch of a tighter economy. At least that’s the signal from a series of disappointing earnings reports this week. Apple was the exception, boasting record revenues, but sales of its new iPhone 14 were slower than expected. Marketplace’s Meghan McCarty Carino speaks with Daniel Newman, principal analyst at Futurum Research. And he says companies that rely on advertising are taking the biggest hit.

We’ve seen layoffs, hiring freezes and now some cold, hard numbers that show the tide is turning in the tech industry. After booming during the pandemic, big companies like Microsoft, Alphabet and Meta may now be feeling the pinch of a tighter economy. At least that’s the signal from a series of disappointing earnings reports this week. Apple was the exception, boasting record revenues, but sales of its new iPhone 14 were slower than expected. Marketplace’s Meghan McCarty Carino speaks with Daniel Newman, principal analyst at Futurum Research. And he says companies that rely on advertising are taking the biggest hit.