Podcast appearances and mentions of patrick moorhead

Markets braced for a massive after-hours earnings slate, including Salesforce, Nvidia, C3.ai, Synopsys, and Pure Storage. Nvidia dominated the agenda: analysis from Moor Insights & Strategy's Patrick Moorhead and CFRA's Angelo Zino while Byron Deeter of Bessemer discusses what Nvidia's print means for the broader AI and semis trade. Paul Hickey of Bespoke gives a read on sentiment as yields ticked higher. Jefferies' Brent Thill weighs in on CRM. 

Join your favorite hosts, Patrick Moorhead and Daniel Newman, as they unpack the week's most significant tech headlines. From surprising developments in the Middle East to groundbreaking announcements in data center technology and the electrifying buzz around AI, they leave no stone unturned. The handpicked topics for this week are:   Middle East Tech Investments and Partnerships: Major tech companies' involvement with Gulf countries and the significance of Western technology expansion in the region, including economic commitments and data center projects in Saudi Arabia and the UAE.   Qualcomm's Data Center Ambitions: Qualcomm's unexpected announcement of data center solutions. Analysis of Qualcomm's intellectual property and potential in the data center market. Comparison with competitors like AMD, Intel, and NVIDIA.   Market Reactions to Middle East Deals: Stock rallies for tech companies involved in Middle Eastern partnerships. Notable gains for Supermicro, NVIDIA, AMD, and Palantir. Pat & Dan's analysis of market valuations and investor sentiment.   Cisco's AI Strategy and Financial Performance: Cisco's success in monetizing AI-related products and services. Double-digit revenue growth and exceeded AI revenue targets. Leadership changes and positioning for the "Age of AI.”   AI's Impact on Information Workers: Debate on AI replacing most information workers. Arguments for AI's potential to automate various job functions and counterpoints highlighting the limitations and current challenges of AI implementation.   The Six Five Summit Preview: Teaser of high-profile speakers and AI-focused content, 100% virtual and free to attend. The Six Five Summit Don't miss The Six Five Summit: AI Unleashed 2025 — a high-impact, four-day virtual event, June 16–19. Explore how the world's leading companies are putting AI into action.

This week on The Six Five Podcast, Patrick Moorhead and Daniel Newman are back from their travels and diving headfirst into the whirlwind of tech news! From big tech earnings and deepening trade tensions to the evolution of enterprise AI, SaaS disruption, and the shifting role of software agents, the duo breaks down what's driving transformation across the tech landscape. The handpicked topics for this week are:   Market and Economic Updates: Discussion of the first trade deal between the UK and US. Analysis of tariff reductions and remaining trade barriers, and the implications for tech companies and services taxes.   Tech Company Earnings and Performance: @AMD's strong quarterly results, particularly in the datacenter and gaming sectors. @ARM's record-breaking quarter with $1 billion in revenue and Coherent, Lattice, and Astera Labs' recent performances and future prospects.   AI and Enterprise Technology Trends: @ServiceNow's Knowledge conference highlights and strategic direction. @IBMTechnology's IBM Think event insights and the company's positioning in the AI market.   Regulatory and Policy Development: Reversal of AI diffusion laws and potential implications. Debate on the effectiveness of technology export controls.   Tech Stock Market Performance: Quick overview of tech stock performance and market reactions to earnings reports.   The Six Five Summit Preview: Teaser of high-profile speakers and AI-focused content. For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.

Tough times for tech as Apple AND Google face legal woes. This week on The Six Five Pod, Patrick Moorhead and Daniel Newman dissect the major developments shaping the tech landscape: From the DOJ's challenge to Google Chrome's search dominance and Apple's legal battles over its app store policies. Get the expert breakdown on the implications for consumers and the future of these tech behemoths. The handpicked topics for this week are:   Google's Legal Challenges and Antitrust Issues: Discussion on Google's predicament with the DOJ's demand to sell Chrome, plus the examination of antitrust implications and the potential impact on consumer choice and competition.   Apple's Legal Setback and Potential Criminal Charges: Analysis of the judgment against Apple's in the Epic lawsuit regarding app payment services. Insight into the judge's strong stance against Apple's non-compliance and the possible pursuit of criminal charges against its executives.   Major Announcements from Nvidia and IBM: Overview of NVIDIA and IBM's significant investment announcements at the White House and a discussion on what these investments could mean for U.S. tech infrastructure and global competitiveness.   Taiwan's Ruling on TSMC's Chip Production: Exploration of Taiwan's decision to keep TSMC's leading-edge chip production local and the potential geopolitical and economic impact of this ruling for global semiconductor supply chains.   Intel's Foundry Day and 18A Variants: Insights into Intel's Foundry Day announcements, including updates on 18A variants, plus a look into Intel's strategy to attract major fabless customers and how this could affect the semiconductor industry.   Six Five Summit Announcement: Announcement of the upcoming Six Five Summit, "AI Unleashed 2025" from June 16-19. The opening keynote will be delivered by Michael Dell, along with a lineup of other prominent speakers. Visit www.SixFiveMedia.com/summit for more information on the virtual event! For a more on each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.  

Earnings pour in from Amazon, Apple, Roku, Airbnb, Reddit, Block, and more. The market panel features Adam Crisafulli and Stephanie Link breaking down the numbers as they come in.Maxim's Tom Forte on Amazon's results, and our Steve Kovach walks through Apple numbers. The panel—Crisafulli, Link, and Patrick Moorhead—reacts live to the headline print and exec commentary. Khozema Shipchandler, Twilio CEO, joins Jon to discuss their quarter.Angelo Zino looks ahead to what's next for Apple.

A packed earnings day drives the action, with major results from Texas Instruments, IBM, Lam Research, Chipotle, Whirlpool, and ServiceNow. Paul Hickey of Bespoke Investment Group and Brooke May of Evans May Wealth assess the market's reaction. Analysts dive into key takeaways, including commentary from IBM and ServiceNow CEOs. Patrick Moorhead breaks down the implications for IBM and ServiceNow, while Tore Svanberg joins to discuss Texas Instruments. On the macro front, former Kansas City Fed President Esther George weighs in on the Beige Book and Fed Chair Powell's latest moves. 

Buckle up! The Six Five Podcast is back, and Patrick Moorhead and Daniel Newman are diving headfirst into the week's tech news, from the latest AI showdowns to the escalating US-China trade war. Get ready for an action-packed breakdown! The handpicked topics for this week are: Tariff and Trade Policy Whipsaw: Analysis on the recent tariff changes and exemptions, highlighting the extreme volatility in trade policy and its immediate repercussions. Intel's Strategic Moves: The podcast covers Intel's decision to sell a majority stake in its Altera FPGA business to Silver Lake. This segment focuses on the implications of this move and the potential impact on Intel's future competitiveness in the AI and data center markets. HPE and Activist Investor Involvement: Talking Elliott Management's stake in HPE and the potential influence of this activist investor on the company's strategy. Plus, a comparison of HPE's performance against key competitors like Dell and Cisco gives context for understanding the investor's motivations. China and Advanced Chip Sales Debate: Pat and Dan engage in a simulated debate about the complexities of selling advanced chips to China. They weigh the potential economic benefits against the inherent national security risks, considering China's growing technological capabilities and long-term development strategies. Market Volatility and Banking Sector Performance: The podcast analyzes how the current policy volatility is impacting bank trading revenues. It also discusses broader market trends, including the delays in IPOs and overall M&A activity, within the context of the current economic climate. Predictions on Future Trade Deals: The hosts speculate on the likelihood and timing of potential upcoming trade agreements. They also discuss the increasing urgency for new deals to provide stability amid the current market conditions and to mitigate the potential for further economic disruption. For more background on each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.

"Is this Armageddon or just another Monday morning?" That's the question on everyone's mind as the tech world grapples with a whirlwind of AI hype, market volatility, and geopolitical maneuvering. Patrick Moorhead and Daniel Newman deliver their unfiltered perspectives on what's really happening. This week, they explore a handpicked selection of topics that go straight to the heart of the matter, including:   Google Cloud Next & Enterprise AI: A look at Google Cloud's announcements from Next 2025, and the company's efforts to differentiate itself through solutions like the Ironwood platform and its approach to enabling enterprise AI adoption.   Apple's Challenges with Tariffs: Analysis of Apple's vulnerability to US-China trade tensions and manufacturing relocation difficulties.   A Market in Turmoil: The conversation delves into the recent market downturn, exploring the complex interplay of trade wars, economic uncertainty, and investor sentiment.   The Tariff Tango: Is Trump's tariff strategy a 4D chess masterclass or a dangerous game of roulette? The hosts debate the potential consequences for the US economy and its global trading relationships.   Big Tech's Balancing Act: Amidst the chaos, the long-term outlook for tech giants like the MAG7 is examined, considering their resilience, growth potential, and ability to capitalize on AI-driven efficiencies. For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.  

Is this the end, or just the beginning of a new chapter? This week on The Six Five, hosts Patrick Moorhead and Daniel Newman discuss the turbulent waters of a market reeling from trade war escalations and looming recession fears. But amidst the chaos, a long-term narrative emerges: the unstoppable force of AI. The handpicked topics for this week are:   Microsoft Copilot Consumer Announcements: A breakdown of Microsoft's latest consumer-focused Copilot features and their potential impact on user adoption and competition with other AI assistants.   Qualcomm's IoT Expansion: An overview of Qualcomm's acquisitions and strategies to build out its presence in the industrial IoT and edge computing sectors, focusing on the growing importance of edge data for AI.   Intel Vision Event Recap: A discussion of Intel's Vision event, with a focus on new CEO Lip-Bu Tan's messaging and the company's strategy for competing in the AI-driven future.   TSMC and Intel Partnership Rumors: A debate on the potential partnership between TSMC and Intel and an exploration of pros and cons for Intel and national security implications.   Bulls and Bears: Market Volatility:An analysis of the current market downturn, the factors driving investor uncertainty, and the long-term outlook for major tech companies amid this volatility.   AI's Power Consumption Problem and Solutions: An off-the-record discussion about the increasing energy demands of AI and the potential solutions being explored to address this challenge. For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.  

From OpenAI's $300 Billion Valuation to shake-ups at Intel and more, hosts Patrick Moorhead and Daniel Newman dive into the week's biggest tech stories with a very special guest: Pat Gelsinger. Get ready for insights and unfiltered perspectives you won't hear anywhere else. The handpicked topics for this week are:   AI Model Mania: From the latest from OpenAI, Microsoft, and Google, we break down the key AI announcements and what they mean for the future of the industry. The OpenAI Valuation Debate: Is OpenAI's $300 billion valuation justified? We go head-to-head on this hot topic, exploring the factors driving investor enthusiasm and potential risks. Pat Gelsinger's Next Chapter: We sit down with Pat Gelsinger to discuss his new roles as Executive Chairman of Gloo and General Partner at Playground Global, delving into his passion for deep tech innovation and the future of faith-based technology. Semiconductor Sovereignty: Pat Gelsinger shares his views on the critical importance of US semiconductor manufacturing and the ongoing efforts to strengthen domestic supply chains. Powering the AI Revolution: The increasing power demands of AI, and the crucial need for more efficient computing architectures to sustain future growth. For a deeper dive into each topic, please click on the links above. Be sure to Six Five Media so you never miss an episode of The Six Five Pod.  

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the latest tech news stories that made headlines. This week's handpicked topics include:   ServiceNow's major acquisition of Moveworks https://www.reuters.com/technology/servicenow-buy-ai-firm-moveworks-29-billion-tap-new-customers-2025-03-10/  Intel's new CEO: Lip-Bu Tan takes charge https://x.com/danielnewmanUV/status/1899153069470011865 https://x.com/PatrickMoorhead/status/1900229243524833302 https://www.linkedin.com/posts/daniellouisnewman_intel-ceo-activity-7305692820848136193-xUr-?utm_source=share&utm_medium=member_desktop&rcm=ACoAAA84rLgBlQEgE9kmL8ASHTy8Nkn-OcyGjwc https://x.com/YahooFinance/status/1899934659716202665 https://finance.yahoo.com/video/intel-ceo-brings-stability-investors-133356850.html  TSMC's rumored joint venture in the U.S.  https://www.reuters.com/technology/tsmc-pitched-intel-foundry-jv-nvidia-amd-broadcom-sources-say-2025-03-12/ Oracle's earnings miss amid the recent “market meltdown” https://www.cnbc.com/video/2025/03/10/oracle-misses-on-quarterly-results-raises-dividend-by-25-percent.html  Adobe's record revenue but cautious guidance  https://finance.yahoo.com/news/adobe-stock-tumbles-despite-record-120849371.html AI trade and recession risks https://x.com/danielnewmanUV/status/1900288442795479151 https://x.com/PatrickMoorhead/status/1898127308332187715   Watch the full episode and be sure to subscribe to The Six Five Pod so you never miss an episode.

BD8 Capital Partners CEO Barbara Doran and Truist Wealth Co-CIO Keith Lerner break down the latest market moves. Adobe CEO Shantanu Narayen joins to discuss earnings and AI innovation. Intel names Lip-Bu Tan as its new CEO; industry analyst Patrick Moorhead breaks down what it means. Niles Investment Management Founder Dan Niles weighs in on market volatility and the tech sector. Box CEO Aaron Levie on AI developments and the future of enterprise software. Plus, Wellington Management Fixed Income Portfolio Manager Brij Khurana on market trends and fixed income opportunities. 

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    Welcome to this week's edition of “The 6-5.” I'm Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:   MWC Wrap-Up https://x.com/PatrickMoorhead/status/1897644077958725984 https://x.com/PatrickMoorhead/status/1896980302494621856 https://x.com/PatrickMoorhead/status/1897271496063537479 https://x.com/PatrickMoorhead/status/1897260017260118242 https://x.com/PatrickMoorhead/status/1897275407956631987 https://x.com/PatrickMoorhead/status/1897315734075928768 https://x.com/PatrickMoorhead/status/1897324890929422364 https://x.com/PatrickMoorhead/status/1897327150585528503 https://x.com/danielnewmanUV/status/1897768085433495572   Salesforce Agentforce 2dx https://www.salesforce.com/news/press-releases/2025/03/05/agentforce-2dx-news/ https://venturebeat.com/ai/salesforce-launches-agentforce-2dx-pushing-autonomous-ai-deep-into-enterprise-workflows/ https://www.cio.com/article/3840122/salesforce-takes-on-hyperscalers-with-agentforce-2dx-updates.html https://www.cxtoday.com/crm/salesforce-launches-agentexchange-strengthens-agentforces-ecosystem/   Broadcom Q1FY25 Earnings https://x.com/danielnewmanUV/status/1897318547245662290 https://x.com/danielnewmanUV/status/1897759473483288852 https://investors.broadcom.com/news-releases/news-release-details/broadcom-inc-announces-first-quarter-fiscal-year-2025-financial https://www.cnbc.com/2025/03/06/broadcom-avgo-earnings-report-q1-2025-.html https://www.investors.com/news/technology/avgo-stock-broadcom-fiscal-q1-2025-earnings/ https://finance.yahoo.com/news/broadcom-forecasts-second-quarter-revenue-212446731.html   Marvell Q4FY25 Earnings https://investor.marvell.com/2025-03-05-Marvell-Technology,-Inc-Reports-Fourth-Quarter-and-Fiscal-Year-2025-Financial-Results https://www.barrons.com/articles/marvell-technology-earnings-stock-price-9d0fa9cd https://www.investors.com/news/technology/mrvl-stock-marvell-misses-q1-sales-whisper-number/ https://finance.yahoo.com/news/marvell-plunges-forecast-trails-loftiest-214523669.html   HPE Q1FY25 Earnings https://x.com/danielnewmanUV/status/1897764313768825021 https://www.hpe.com/us/en/newsroom/press-release/2025/03/hewlett-packard-enterprise-reports-fiscal-2025-first-quarter-results.html https://www.cnbc.com/2025/03/06/hewlett-packard-enterprise-hpe-q1-earnings-report-2025.html https://finance.yahoo.com/video/hpe-stock-sinking-over-mixed-212020407.html https://www.investors.com/news/technology/hpe-stock-hpe-earnings-q42024/   Tariffs Impact on Tech https://x.com/PatrickMoorhead/status/1897209988910551359 https://x.com/danielnewmanUV/status/1896605525221245318 https://x.com/danielnewmanUV/status/1896662541390241929 https://x.com/danielnewmanUV/status/1896903202827579696 https://www.politico.com/news/2025/03/05/trumps-tariffs-are-already-rattling-californias-tech-sector-00213828 https://www.theverge.com/604742/trump-tariffs-canada-mexico-china-updates https://x.com/danielnewmanUV/status/1897768085433495572   TSMC and Intel   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

A packed market panel as Bespoke's Paul Hickey, Hightower's Stephanie Link, and Moor Insights' Patrick Moorhead join to break down earnings from Salesforce, eBay, Paramount, Snowflake, Synopsys, and AI player C3.ai. The panel sticks around for the big one: Nvidia. We have you covered from every angle. We also hear from Jefferies' Brent Thill on Salesforce & Snowflake, CFRA's Angelo Zino on Nvidia, and Bessemer's Byron Deeter on AI's broader impact.

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    Welcome to this week's edition of “The 6-5.” I'm Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:   TSMC & Broadcom Eye Control Of Intel? https://x.com/PatrickMoorhead/status/1890534596305199444 https://x.com/PatrickMoorhead/status/1890754946821222816 https://x.com/PatrickMoorhead/status/1890577982206460078 https://x.com/PatrickMoorhead/status/1890754949845274750 https://x.com/danielnewmanUV/status/1891189011835727903 https://x.com/danielnewmanUV/status/1891902924634140900 https://www.barrons.com/articles/intel-stock-price-tsmc-broadcom-353ca9d9 https://finance.yahoo.com/news/intel-stock-pulls-back-from-record-rally-as-analysts-note-barriers-to-potential-deals-with-tsmc-broadcom-183207050.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAJpQvcuN74hvyRnTUyDFWaJS2MJJGmjwzD_92TrTyZj2R5PCKkrxYfqGguZCIdE0K37bX5V752FrR6qL1-BLDIxNGvUJ-mrdSAsHCPo79XLsG3H4Fv5Zr6_rDkM8y6pb0ON_EzIor8h8tVb_giEKEwCHB9vNaQciY3V7LIFjt3mx https://www.wsj.com/tech/broadcom-tsmc-eye-possible-intel-deals-that-would-split-storied-chip-maker-966b143b   Lenovo Q3FY25 Earnings https://news.lenovo.com/pressroom/press-releases/q3-fy-2024-25/#:~:text=Revenue%20grew%2020%25%20year%2Don,Reporting%20Standards%20(HKFRS)%20basis. https://www.reuters.com/technology/lenovos-q3-revenue-jumps-20-pc-industry-recovers-2025-02-20/ https://www.stocktitan.net/news/LNVGY/lenovo-group-third-quarter-financial-results-2024-ljkkqskfq2ue.html   What HP Acquiring Humane Means for AI https://x.com/danielnewmanUV/status/1891981440625369418 https://fortune.com/2025/02/19/hp-humane-deal-ai-pin-shutting-down/ https://finance.yahoo.com/news/hp-inc-hpq-acquires-humane-215402894.html   Groking Grok-3 https://x.com/danielnewmanUV/status/1891845938404012528 https://x.com/danielnewmanUV/status/1891988379631239487 https://x.com/PatrickMoorhead/status/1891829617800982706 https://www.reuters.com/technology/artificial-intelligence/musks-xai-unveils-grok-3-ai-chatbot-rival-chatgpt-chinas-deepseek-2025-02-18/ https://www.nbcnews.com/tech/tech-news/musk-xai-releases-grok-3-rcna192670   Apple iPhone 16e And Its New Modem https://x.com/danielnewmanUV/status/1892294426027823194 https://x.com/PatrickMoorhead/status/1892291469139996926 https://www.wsj.com/tech/apple-iphone-se-new-chip-3cf0cdb2 https://www.cnbc.com/2025/02/19/apple-unveils-iphone-16e-with-ai-.html   Microsoft Majorana 1 Quantum https://x.com/danielnewmanUV/status/1892341026955596241 https://news.microsoft.com/source/features/innovation/microsofts-majorana-1-chip-carves-new-path-for-quantum-computing/ https://www.cnbc.com/2025/02/19/microsoft-reveals-its-first-quantum-computing-chip-the-majorana-1.html https://www.theverge.com/news/614205/microsoft-quantum-computing-majorana-1-processor   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    Welcome to this week's edition of “The 6-5.” I'm Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:   Cisco Gets AI Lift, All-In On DPUs https://x.com/danielnewmanUV/status/1889786849536926064 https://x.com/PatrickMoorhead/status/1890121941169893739 https://investor.cisco.com/news/news-details/2025/CISCO-REPORTS-SECOND-QUARTER-EARNINGS/default.aspx https://blogs.cisco.com/datacenter/fortify-your-data-center-with-new-cisco-n9300-series-smart-switches https://www.nextplatform.com/2025/02/11/cisco-cuts-network-costs-by-welding-nexus-switch-to-amd-dpu/   DOGE & Tech Impact https://www.washingtonpost.com/education/2025/02/13/doge-education-department-cuts/ https://x.com/PatrickMoorhead/status/1890028722193076526 https://www.npr.org/2025/02/11/nx-s1-5290288/doge-savings-billions-contracts-musk-trump https://www.ntd.com/musk-says-doge-providing-tech-support-to-white-house-improving-outdated-technology_1047468.html https://thehill.com/policy/technology/5133585-elon-musk-doge-reforms/ https://www.nbcnews.com/tech/tech-news/elon-musk-doge-usaid-treasury-government-rcna190450   Lattice Semi Q4FY24 Earnings https://x.com/danielnewmanUV/status/1889057474327777571 https://ir.latticesemi.com/news-releases/news-release-details/lattice-semiconductor-reports-fourth-quarter-and-full-year-2024 https://finance.yahoo.com/news/lattice-semiconductor-corp-lscc-q4-070740185.html   Elon Makes A Play For OpenAI https://x.com/danielnewmanUV/status/1888954766950281579 https://www.nytimes.com/2025/02/10/technology/elon-musk-openai-bid.html https://thehill.com/policy/technology/5142737-elon-musk-open-ai-sam-altman/ https://www.reuters.com/markets/deals/elon-musk-led-group-makes-974-billion-bid-control-openai-wsj-reports-2025-02-10/ https://www.bbc.com/news/articles/cpdx75zgg88o   CAPEX Spending Still On A Tear (Told Ya') https://x.com/danielnewmanUV/status/1888254807216881959 https://finance.yahoo.com/news/big-tech-set-to-invest-325-billion-this-year-as-hefty-ai-bills-come-under-scrutiny-182329236.html   Intel Rising, But Why? https://x.com/PatrickMoorhead/status/1890054026332418390 https://finance.yahoo.com/news/intel-stock-skyrockets-12-u-165931216.html https://www.cnbc.com/2025/02/11/intel-rises-after-vp-vance-promises-to-safeguard-american-ai-and-chips.html https://www.fool.com/investing/2025/02/11/why-intel-stock-is-soaring-today/ https://x.com/danielnewmanUV/status/1890141617539150324   JD Vance Lays Out US AI Case In Paris; Will EU Ever Change? https://www.foxnews.com/politics/deregulatory-flavor-jd-vance-lays-out-vision-paris-future-ai-under-trump https://x.com/PatrickMoorhead/status/1889304155350618414 https://x.com/PatrickMoorhead/status/1889290891916927315 https://www.cnn.com/2025/02/11/tech/jd-vance-ai-regulation-paris-intl/index.html https://www.npr.org/2025/02/12/nx-s1-5290257/vice-president-vance-lays-out-ai-vision-very-different-from-biden-administrations https://www.euronews.com/2025/02/11/jd-vance-challenges-europes-excessive-regulation-of-ai-at-paris-summit   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    Welcome to this week's edition of “The 6-5.” I'm Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:   Qualcomm Q1FY25 Earnings https://x.com/PatrickMoorhead/status/1887253686423863659 https://x.com/danielnewmanUV/status/1886838173063585999 https://x.com/danielnewmanUV/status/1887256254361575534 https://www.qualcomm.com/news/releases/2025/02/qualcomm-announces-first-quarter-fiscal-2025-results https://www.cnbc.com/2025/02/05/qualcomm-qcom-q1-earnings-report-2025.html#:~:text=Earnings%20per%20share%3A%20%243.41%2C%20adjusted,%2410.93%20billion%20expected   Arm Q3FY25 Earnings https://x.com/PatrickMoorhead/status/1887253686423863659 https://x.com/danielnewmanUV/status/1886838173063585999 https://x.com/danielnewmanUV/status/1887254976025727414 https://newsroom.arm.com/news/arm-q3-fye25-results https://www.investopedia.com/arm-holdings-earnings-q3-fy-2025-8785973   AMD Q4FY24 Earnings https://x.com/PatrickMoorhead/status/1886895779757088888 https://x.com/PatrickMoorhead/status/1886912623423230369 https://x.com/danielnewmanUV/status/1886838173063585999 https://x.com/danielnewmanUV/status/1886892031294796102 https://x.com/danielnewmanUV/status/1886884498421268609 https://x.com/danielnewmanUV/status/1887116522285359533 https://ir.amd.com/news-events/press-releases/detail/1236/amd-reports-fourth-quarter-and-full-year-2024-financial https://www.cnbc.com/2025/02/04/amd-earnings-report-q4-2024.html   Amazon Q4FY24 Earnings https://x.com/danielnewmanUV/status/1887609783471226935 https://x.com/danielnewmanUV/status/1887608976373915721 https://x.com/danielnewmanUV/status/1887615023725306222   Alphabet Q4FY24 Earnings https://x.com/PatrickMoorhead/status/1886889370315317435 https://x.com/PatrickMoorhead/status/1887113807580828016 https://x.com/danielnewmanUV/status/1886839409112191189 https://x.com/danielnewmanUV/status/1886838173063585999 https://x.com/danielnewmanUV/status/1886884498421268609   IBM Investor Day https://x.com/danielnewmanUV/status/1886840970630873567 https://x.com/danielnewmanUV/status/1886841336592003541 https://x.com/danielnewmanUV/status/1886841702801187143 https://x.com/danielnewmanUV/status/1886842675468378178 https://x.com/danielnewmanUV/status/1886843221264707710 https://x.com/danielnewmanUV/status/1886844259132751968 https://x.com/danielnewmanUV/status/1886845332903866666 https://x.com/danielnewmanUV/status/1886846140424790053 https://x.com/danielnewmanUV/status/1886847808512167976 https://x.com/danielnewmanUV/status/1886850412361490904 https://x.com/danielnewmanUV/status/1886852003021668458 https://x.com/danielnewmanUV/status/1886840111746187533 https://x.com/danielnewmanUV/status/1886840111746187533   Coherent Q2FY25 Earnings https://www.coherent.com/news/press-releases/second-quarter-fiscal-year-2025-results https://finance.yahoo.com/news/coherent-corp-cohr-q2-2025-071533486.html https://www.valuethemarkets.com/analysis/coherent-corps-earnings-surge-exceeds-expectations   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    Welcome to this week's edition of “The 6-5.” I'm Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:   DeepSeek Panic or Joy? https://x.com/PatrickMoorhead/status/1882937702951379398 https://x.com/PatrickMoorhead/status/1883122284648624190 https://x.com/PatrickMoorhead/status/1883865746176156096 https://x.com/PatrickMoorhead/status/1883926761987260892 https://x.com/PatrickMoorhead/status/1883976154987872352 https://x.com/PatrickMoorhead/status/1883956139164831985 https://x.com/PatrickMoorhead/status/1883981761794941113 https://x.com/PatrickMoorhead/status/1883998475689562507 https://x.com/PatrickMoorhead/status/1884003102514426350 https://x.com/PatrickMoorhead/status/1884022614160728093 https://x.com/PatrickMoorhead/status/1884204733839106273 https://x.com/PatrickMoorhead/status/1884310526106427898 https://x.com/PatrickMoorhead/status/1884670408038752733 https://x.com/PatrickMoorhead/status/1884973348188217692 https://x.com/danielnewmanUV/status/1884627766135398784 https://x.com/danielnewmanUV/status/1884372146304213401 https://x.com/danielnewmanUV/status/1884264060213923916 https://x.com/danielnewmanUV/status/1883954747482243205 https://x.com/danielnewmanUV/status/1883994547715481823 https://x.com/danielnewmanUV/status/1883890084128211004 https://x.com/danielnewmanUV/status/1883930419529236623 https://x.com/danielnewmanUV/status/1883910247720665453 https://x.com/danielnewmanUV/status/1883731469056811102 https://x.com/danielnewmanUV/status/1883553089682067477   Azure Disappoints While AI Soars https://x.com/PatrickMoorhead/status/1884720577631707324 https://x.com/danielnewmanUV/status/1884732896193253850 https://x.com/danielnewmanUV/status/1884710180966867177 https://www.microsoft.com/en-us/investor/earnings/fy-2025-q2/press-release-webcast https://finance.yahoo.com/news/microsoft-stock-moves-lower-after-q2-cloud-revenue-fell-short-of-expectations-165353435.html https://seekingalpha.com/news/4400733-microsoft-demonstrates-ai-monetization-growth-outside-of-infrastructure   IBM Up 12 Percent

It's another huge day of Big Tech earnings with the biggest company of all: Apple. Barbara Doran, CEO of BD8 Capital Partners, and Jose Rasco, CIO at HSBC Global Private Banking kick things off with where we are in the market right now. We break down earnings from Intel, KLA, Visa, Deckers, and U.S. Steel.Patrick Moorhead of Moor Insights discusses Intel's report. We break down Apple from every angle withBarbara Doran, Patrick Moorhead, and Maxim Group's Tom Forte, plus T. Rowe Price portfolio manager Tony Wang. Morgan sits down with UPS CEO Carol Tomé as the company's stock posted its worst day ever after investors shied away from the company's disappointing revenue guidance.

Could CEO's role in AI success be counterintuitive? Hear from Lenovo's Global Solutions Group President, Ken Wong, as he chatted with Daniel Newman and Patrick Moorhead last week at the WEF in Davos, Switzerland. They discuss that strong leadership is essential in AI implementation but hands-on involvement may hinder progress. Catch this segment of The View From Davos as they cover

The World Economic Forum is always a hotbed of ideas, and this year, the focus was squarely on AI

There's no question – AI is top of mind for businesses and governments alike and the focus is shifting from infrastructure to implementation & value derivation. Patrick Moorhead and Daniel Newman were joined by Hewlett Packard Enterprise's President & CEO, Antonio Neri, last week in Davos. In their conversation, Neri emphasizes HPE's commitment to making technology equitable and sustainable, their strategic positioning in AI, and the role of hybrid cloud in AI applications. Tune in as they cover

With an upcoming raise close to $1B LogicMonitor must be doing a few things right, right? Get the download straight from LogicMonitor's Chief Executive Officer Christina Crawford Kosmowski and hosts Patrick Moorhead and Daniel Newman at the WEF in Davos.They discuss the future landscape of technology and how LogicMonitor is prioritizing innovation while making sure systems work as they should. Get their take on: AI as the dominant theme at this year's WEF LogicMonitor's recent $800M funding round and an exciting new partnership with OpenAI How LogicMonitor is helping organizations monitor and manage the performance and cost of LLMs Discussing the crucial role of observability and infrastructure monitoring in the age of AI and hybrid cloud Christina's vision for LogicMonitor in the coming years  

Cisco CEO Chuck Robbins gives us his state of the market from Davos. Learn what he is saying below ⬇️ Patrick Moorhead, Daniel Newman, and Chuck spoke about, wait, you guessed it…. #AI, but Chuck connected the dots on its transformative nature from infrastructure to security. Plus, we got the scoop on the future of Agentic AI and Cisco's ongoing transformation. Specifically learn:  How AI is driving Cisco's evolution: From infrastructure to security, Cisco is integrating AI across its portfolio The next frontier of Agentic AI: Imagine a network administrator that's an AI agent Cisco's transformation continues: The company's pivot to recurring revenue and software, with AI driving further growth The role of technology in addressing global challenges Key takeaways from the Davos meeting for businesses and governments  

What's Qualcomm's CEO Cristiano Amon saying from Davos? He has great optimism for growth and the crucial role of collaboration between public-private partnerships in driving progress. Find out why below ⬇ Hosts Daniel Newman and Patrick Moorhead are back with another interview on The View From Davos. They met up with Qualcomm's Cristiano Amon, President and Chief Executive Officer, to discuss the latest tech advancements and market trends observed at this year's WEF. Cristiano shares his valuable insights from the forum including his optimism for growth and the crucial role of collaboration between public-private partnerships in driving progress. Check out the full interview for more on: AI in real-world applications and tangible value creation with are top of mind for business and government leaders Edge computing is key to unlocking AI's potential: Latency, privacy, and cost are driving a shift towards distributed computing power The lines between cloud and edge are blurring Qualcomm's role in powering AI innovation across industries, from mobile to automotive to industrial IoT A new era of IoT is dawning: Advances in AI, edge computing, and connectivity are creating opportunities for a resurgence of the Internet of Things.  

How important is open source to the future of AI and are we at human-level intelligence yet? Patrick Moorhead and Daniel Newman are joined by Meta's Yann LeCun , VP & Chief AI Scientist for a conversation on the latest AI developments and insights from WEF25 in this segment of The View From Davos. Get their take on: - The importance of open source for accelerating AI development and  -  Going beyond LLMs: LeCun imagines future AI systems will understand the physical world, reason, plan, and have persistent memory - The role of AI in addressing global challenges - Insights into future AI projects at Meta - Yann LeCun's perspective on ethical AI and its governance  

AI is accelerating everything…including energy demand and climate change? Patrick Moorhead and Daniel Newman are at WEF25 where they're joined by AccuWeather's Dr. Joel N. Myers, Founder and Executive Chairman for this installment of The View From Davos. Dr. Myers shares insights on the critical role of weather forecasting in global decision-making and climate change adaptation strategies. Tune in for these key takeaways: How much we can expect the rise of AI to increase energy demand in the next 10+ years Fusion energy? Why it could be the ultimate solution but its widespread availability remains uncertain The future of weather prediction and its implications for the global community. The evolution of weather forecasting technology and its impact on global business and safety. Fostering a culture of innovation for successful AI implementation  

There's no question about it – AI is changing the workforce across entire industries and ecosystems. Can employers build trust while implementing AI? Patrick Moorhead and Daniel Newman are joined by Workday's Jim Stratton, Chief Technology Officer on this segment of The View From Davos, for a conversation on the transformative power of AI, responsible implementation, and the evolving landscape of work. Tune in as they cover: Key themes and technology trends emerging from Davos How Workday is contributing to the global technology landscape Jim Stratton's vision for the future of work and innovation at Workday The impact of global economic changes on technology strategies The importance of transparency and human-machine to ensure responsible use of AI, especially in HR and talent management  

Get the download from Davos on AI, Regulation, and the Future of Business The convergence of finance, tech, government, and regulation is creating a pivotal moment placing AI, regulation, and the future of business at the forefront. Daniel Newman and Patrick Moorhead continue to bring exclusive WEF25 coverage with The View From Davos in this conversation with Fox Rothschild's Matthew Kittay, Partner; National Co-Chair, M&A Team. They share thoughts on the global economic outlook, key trends in mergers and acquisitions, and insights from the Davos meeting. Key Takeaways: AI's impact and the need for thoughtful regulation are dominating discussions Inflection Point: changes in leadership and societal priorities (think DEI and sustainability) are reshaping how businesses approach innovation, especially concerning AI Where AI Meets Law: 66% of general counsels expect lawyers to use AI, but only 33% want AI used on their clients Fiduciary Duty in the Age of AI: Boards and executives are grappling with how to integrate AI responsibly Unprecedented Scale: While we've seen tech waves before (internet, social media, crypto), AI's breadth and depth are unprecedented  

New insights from Davos ❄️ – the future of AI is about value creation. Has AI reached a pivotal point? IBM's Rob Thomas believes it's time to move beyond experimentation and to focus on generating real value with AI. Patrick Moorhead and Daniel Newman are joined by IBM's Rob Thomas, SVP, Software and Chief Commercial Officer, for a conversation on IBM's recent initiatives and his take on the future of AI in this installment of The View from Davos. Tune in as they cover ⤵️ IBM's strategic priorities and how they are shaping the future of technology and business Insights into the latest trends and innovations discussed at Davos The power of speed: AI's ability to drastically accelerate processes – cutting cycle times from 6 months to 4 hours The role of Open Source & avoiding vendor lock-in to fostering collaboration for AI adoption Their take on building sustainable, ethical, and secure technology solutions for the future  

The age of AI is here, and data is its fuel. But could storage limitations be holding us back? Conversations at SC24 explored this challenge diving into the SSD vs. HDD debate, and the latest advancements like Solidigm's 122TB SSD – a game-changer that can hold 4K copies of every '90s movie 2.6 times over!

When it comes to cybersecurity, AI may be a double-edged sword.  You may be used to news reporters or journalists covering this big event, but we are here to go one step further, connecting the dots between tech, finance, and policy.  Six Five Media's “The View From Davos” brings you slightly different perspectives & analysis from technology industry analysts, Patrick Moorhead and Daniel Newman.  Today they are joined by Check Point Software President, Rupal Shah Hollenbeck, to talk on the evolving landscape of cybersecurity, focusing on current threats like AI, ransomware, and deepfakes. Get their take on: - The impact of artificial intelligence on cybersecurity strategies - Cyberattacks on the rise with ransomware attacks skyrocketing by 90% - AI is accelerating innovation, but also creating certain openings for cybercriminals with the prevalence of deepfakes & ransomware - Check Point Software's approach to combating these digital threats - Insights into future cybersecurity trends and preparedness  

Curious about what the technology industry analyst angle is at Davos?   From AI and automation to sustainability and geopolitics, Six Five Media founders, Daniel Newman, CEO at The Futurum Group, and Patrick Moorhead, Founder & CEO at Moor Insights & Strategy, are on the ground at the World Economic Forum. They are capturing the key trends and insights shaping the future of business and technology, from a slightly different perspective than what you're used to.  Watch the latest episode of this special coverage for exclusive interviews and analysis, focusing on the “re-ordering” of priorities like sustainability, agentic AI, automation, productivity, and more.   

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    Welcome to this week's edition of “The 6-5.” I'm Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:   Microsoft Wants to Drive Enterprise Trial With Copilot Chat https://x.com/PatrickMoorhead/status/1879597031024677133 https://x.com/PatrickMoorhead/status/1879241736339226809 https://x.com/danielnewmanUV/status/1879549528518349233 https://www.cnbc.com/2025/01/15/microsoft-launches-consumption-based-microsoft-365-copilot-chat.html https://www.theverge.com/2025/1/15/24344214/microsoft-365-copilot-chat-agents-pricing-availability https://www.microsoft.com/en-us/microsoft-365/blog/2025/01/15/copilot-for-all-introducing-microsoft-365-copilot-chat/   Biden Leaves Trump an AI Regulation Love Note https://x.com/PatrickMoorhead/status/1879199517305643304 https://x.com/PatrickMoorhead/status/1878811851863240803 https://x.com/PatrickMoorhead/status/1878785441073180961 https://x.com/PatrickMoorhead/status/1878809410732208267 https://x.com/PatrickMoorhead/status/1878810280173445493 https://x.com/danielnewmanUV/status/1878785161019420720 https://apnews.com/article/biden-ai-artificial-intelligence-chips-computer-trade-4495b5b4a48e856dc612e7abe3e47d20 https://www.nytimes.com/2025/01/13/us/politics/biden-administration-rules-artificial-intelligence.html   UK Leads in Antitrust Innovation, This Time With Google https://x.com/PatrickMoorhead/status/1879199517305643304 https://www.yahoo.com/tech/uk-opens-antitrust-investigation-into-googles-search-practices-140002739.html https://www.wsj.com/tech/google-comes-under-u-k-investigation-over-search-services-56669488 https://www.reuters.com/technology/uks-antitrust-regulator-investigate-googles-search-services-2025-01-14/   Meta Lays Off Low Performers - World Shrieks https://x.com/danielnewmanUV/status/1879935527463375325 https://www.cnbc.com/2025/01/14/meta-targeting-lowest-performing-employees-in-latest-round-of-layoffs.html https://www.forbes.com/sites/chriswestfall/2025/01/16/leaked-zuckerberg-memo-warns-of-meta-layoffs-and-intense-year-ahead/   Will Lenovo's Infinidat Drive Enterprise Value? https://x.com/MattKimball_MIS/status/1879895270961369271 https://news.lenovo.com/pressroom/press-releases/lenovo-to-acquire-infinidat-further-expanding-enterprise-storage-portfolio/ https://www.forbes.com/sites/moorinsights/2025/01/16/lenovos-acquisition-of-infinidat-what-are-the-likely-impacts/ https://www.calcalistech.com/ctechnews/article/hktw5qup1g   Why World Isn't Bored with TSMC Earnings https://x.com/danielnewmanUV/status/1879875752193151155 https://x.com/danielnewmanUV/status/1879892831252488689 https://pr.tsmc.com/english/news/3201 https://finance.yahoo.com/news/tsmc-profit-beats-estimates-rapid-053439748.html https://www.barrons.com/articles/tsmc-taiwan-semi-earnings-stock-price-3e48b96c   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    Welcome to this week's edition of “The 6-5.” I'm Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:   Meta Goes Community Notes, Eliminates Moderators https://about.fb.com/news/2025/01/meta-more-speech-fewer-mistakes/ https://www.nbcnews.com/tech/social-media/meta-ends-fact-checking-program-community-notes-x-rcna186468 https://www.cnn.com/2025/01/07/tech/meta-censorship-moderation/index.html https://www.nytimes.com/2025/01/07/business/meta-community-notes-x.html   NVIDIA Outlines Its Next Big Strategic Opportunity Beyond Datacenter AI https://x.com/danielnewmanUV/status/1877017274038816880 https://x.com/PatrickMoorhead/status/1876462528664093040 https://x.com/PatrickMoorhead/status/1876465642569924951 https://x.com/PatrickMoorhead/status/1876480309363085709 https://x.com/danielnewmanUV/status/1876741533841625561 https://x.com/danielnewmanUV/status/1876470717010883010 https://x.com/danielnewmanUV/status/1876479043039887824   NVIDIA Widens Enterprise Software Mote With Agents https://x.com/PatrickMoorhead/status/1876472310800220521 https://x.com/PatrickMoorhead/status/1876465642569924951 https://x.com/danielnewmanUV/status/1876470717010883010 https://x.com/danielnewmanUV/status/1876479043039887824   NVIDIA Gets Into Developer Desktops: A Notebook Pipe-Cleaner? https://x.com/PatrickMoorhead/status/1876483206100468026 https://x.com/danielnewmanUV/status/1876466691695366274 https://finance.yahoo.com/video/ces-2025-huang-unveils-nvidia-020000890.html   Qualcomm Expands Auto Empire & Lowers PC Entry Price Points https://www.qualcomm.com/news/releases/2025/01/qualcomm-brings-industry-leading-ai-innovations-and-broad-collab https://www.yahoo.com/tech/snapdragon-x-chip-qualcomm-targets-160000403.html https://www.fool.com/investing/2025/01/09/qualcomms-budget-pc-chips-dont-solve-its-biggest-p/   AMD Goes Big With Dell & Targets Apple M4 With Max https://x.com/PatrickMoorhead/status/1876351468292436168 https://x.com/PatrickMoorhead/status/1876353826976104883 https://x.com/danielnewmanUV/status/1876349164411637791   Intel Reiterates Go-Forward Strategic Priorities https://x.com/PatrickMoorhead/status/1876311455420793340 https://x.com/PatrickMoorhead/status/1876331758805016850 https://x.com/danielnewmanUV/status/1876391430601720015 https://x.com/danielnewmanUV/status/1876308195851080058   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Despite recent concerns about the overall AI PC market, Dell Technologies is proving that the future of this tech is more than just hype. Host Patrick Moorhead is with Jeff Clarke, Vice Chairman and Chief Operating Officer of Dell Technologies on this episode of Six Five On The Road. They discuss how Dell is bolstering its AI PC endeavors through strategic partnerships, and what future AI advancements might look like. Tune in for details on: AI PCs progressing from a "what if" to a reality. They discuss whether the AI PC era has commenced and if the market is primed for these advances A look at Dell's partnerships across the technological spectrum, emphasizing collaboration in silicon innovation and AI PC market penetration Dell's strategic advantage in the burgeoning AI PC market. How their strong R&D, vast supply chain, and deep customer relationships may give them an edge Future predictions for AI technology and its implications for consumers and businesses alike  

The cloud ops landscape is evolving at lightning speed ⚡ from simple web servers to serverless functions and now, the explosion of AI workloads.

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    Welcome to this week's edition of “The 6-5.” I'm Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:   Arm & Qualcomm Lawsuit In The Jury's Hands https://x.com/PatrickMoorhead/status/1868634026589769830 https://www.reuters.com/legal/arm-qualcomm-make-closing-cases-chip-license-dispute-trial-2024-12-19/ https://www.laptopmag.com/ai/copilot-pcs/arm-qualcomm-snapdragon-chip-legal-dispute https://www.businessinsider.com/arm-qualcomm-trial-delaware-nuvia-chip-license-2024-12   NVIDIA Updates Robotics Chip & ReDrafter https://www.wsj.com/tech/ai/nvidia-introduces-device-aimed-at-small-companies-hobbyists-3972ae41 https://x.com/danielnewmanUV/status/1869161088316510382 https://x.com/danielnewmanUV/status/1869860599242334343 https://9to5mac.com/2024/12/18/apple-collaborates-with-nvidia-to-research-faster-llm-performance/ https://machinelearning.apple.com/research/redrafter-nvidia-tensorrt-llm https://finance.yahoo.com/news/nvidia-apple-boost-llm-inference-095917343.html   Chip Makers Under Trump Administration https://x.com/PatrickMoorhead/status/1868998497669988414 https://www.aljazeera.com/economy/2024/12/19/as-trump-two-point-o-looms-taiwans-chip-industry-braces-for-upheaval   Google Gemini Improvements https://x.com/PatrickMoorhead/status/1869069567546233006 https://gemini.google.com/updates https://www.tomsguide.com/phones/google-pixel-phones/googles-gemini-2-0-update-will-supercharge-your-phone-3-changes-to-try-first   Micron Q1FY25 Earnings https://x.com/danielnewmanUV/status/1869552496797995346 https://x.com/danielnewmanUV/status/1869493680756949262 https://investors.micron.com/news-releases/news-release-details/micron-technology-inc-reports-results-first-quarter-fiscal-2025 https://finance.yahoo.com/news/micron-stock-plummets-as-weak-outlook-overshadows-ai-opportunity-153503152.html   Is SaaS Over + AgentForce 2.0 Launch https://x.com/danielnewmanUV/status/1869427316629348677 https://x.com/PatrickMoorhead/status/1869415222412259551 https://www.businesswire.com/news/home/20241217795822/en/Introducing-Agentforce-2.0-The-Digital-Labor-Platform-for-Building-a-Limitless-Workforce https://www.salesforce.com/news/press-releases/2024/12/17/agentforce-2-0-announcement/   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.244-01 

Generative AI is disrupting industries and automakers are not immune. Daniel Newman and Patrick Moorhead are joined by Amazon Web Services' Karthik Bharathy, Deloitte's Chris Jangareddy, and Toyota's Philip Ryan to discuss the transformative power of generative AI in the automotive industry, AWS's innovative technology like Amazon Bedrock and SageMaker, Deloitte's strategic incorporation of GenAI, and Toyota's strategic imperatives in AI that collectively drive enhanced customer experiences and increased market share. Get their insights on

Celebrating the some of the best in ☁️ Hosts Daniel Newman and Patrick Moorhead sat down with Julia Chen, Vice President, AWS Partner Core, Specialists & Partners, and the winners of the AWS Partner Awards at AWS re:Invent! The impressive lineup of guests includes:  JB McGinnis, US Lead Alliance Partner, Amazon/AWS, Deloitte Chris Wegmann, Senior Managing Director, Accenture James Beasley, Vice President, Cloud Engagement, Palo Alto Networks Tom Henderson, Global Channel & Alliances Lead, Wiz  Bill Hustad, Senior Vice President, Global Partners & Alliances, Okta Tune in for their thoughts on: - The pivotal role of #AWS partnerships in the evolving cloud landscape - Key insights into the criteria and significance of the AWS Partner Awards - The journey and successes of top AWS partners and their vision for the future  

Generative AI is no longer just a playground for tech enthusiasts. Hosts Daniel Newman and Patrick Moorhead are joined by Amazon Web Services' Vice President, AI/ML Services & Infrastructure, Baskar Sridharan on this episode of Six Five On The Road at AWS re:Invent. They discuss the journey from proof-of-concept to full-scale production in enterprise IT with a focus on generative AI and strategic partnerships. Highlights Include: Great Expectations: The transition of generative AI applications from experimental stages to production and the evolving customer expectations of AI & data infrastructure Unified SageMaker: AWS is streamlining the journey from data to AI with their next-gen SageMaker platform, making it easier for businesses to build and deploy GenAI applications Cost Optimization: Model distillation and other innovations are making GenAI more affordable, with significant reductions in training and inference costs Data as a Differentiator: Your data is what makes your GenAI applications unique & AWS is providing powerful tools like Bedrock Knowledge Bases to help customers leverage data effectively Trust and Security: AWS is leading the way in responsible AI with its ISO 42001 certification, ensuring that your GenAI applications are built on a foundation of trust Real-world examples: How enterprise IT is leveraging AWS services to scale their generative AI applications effectively

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    Welcome to this week's edition of “The 6-5.” I'm Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:   Adobe Q4FY24 Earnings https://x.com/danielnewmanUV/status/1867193602943631837 https://www.adobe.com/content/dam/cc/en/investor-relations/pdfs/11214202/a56sthg53egr.pdf https://finance.yahoo.com/news/adobe-inc-adbe-q4-2024-070108531.html   Broadcom Q4FY24 Earnings https://finance.yahoo.com/news/broadcom-inc-announces-fourth-quarter-211500508.html https://x.com/danielnewmanUV/status/1867324836160450789 https://www.wsj.com/business/earnings/broadcom-revenue-surges-on-semiconductor-business-momentum-31bdb0ee https://seekingalpha.com/news/4386067-broadcom-releases-q4-results   Oracle Q2FY25 Earnings https://x.com/PatrickMoorhead/status/1866582232389029997 https://x.com/danielnewmanUV/status/1866232631656120374 https://www.oracle.com/news/announcement/q2fy25-earnings-release-2024-12-09/#:~:text=Oracle%20Corporation%20(NYSE%3A%20ORCL),constant%20currency%2C%20to%20%2410.8%20billion.   China Antitrust Probe Into NVIDIA https://x.com/danielnewmanUV/status/1866133215032774938 https://www.reuters.com/technology/china-investigates-nvidia-over-suspected-violation-antimonopoly-law-2024-12-09/ https://www.bloomberg.com/news/articles/2024-12-09/china-targets-nvidia-for-potential-breaches-of-anti-monopoly-law   Broadcom & Apple Chip? https://x.com/danielnewmanUV/status/1866864685263237392 https://www.reuters.com/technology/apple-is-working-ai-chip-with-broadcom-information-reports-2024-12-11/ https://www.theregister.com/2024/12/12/apple_ai_chip_broadcom/ https://www.bloomberg.com/news/articles/2024-12-11/apple-is-working-on-ai-chip-with-broadcom-information-reports   Marvell Industry Analyst Day https://x.com/PatrickMoorhead/status/1866574385789931707 https://x.com/PatrickMoorhead/status/1866548010668396971 https://x.com/danielnewmanUV/status/1866573189750591968 https://x.com/danielnewmanUV/status/1866532542347874313 https://x.com/danielnewmanUV/status/1866533287814197683 https://x.com/danielnewmanUV/status/1866546727182086641 https://x.com/danielnewmanUV/status/1866546317578866889 https://x.com/danielnewmanUV/status/1866543048722940170 https://x.com/danielnewmanUV/status/1866537849245536399 https://x.com/danielnewmanUV/status/1866531125948273059 https://investor.marvell.com/2024-12-10-Marvell-Announces-Breakthrough-Custom-HBM-Compute-Architecture-to-Optimize-Cloud-AI-Accelerators   Lattice Semi Developer Conference https://x.com/PatrickMoorhead/status/1866927705423229335 https://www.stocktitan.net/news/LSCC/lattice-advances-low-power-fpga-leadership-with-new-small-and-mid-cviawj7vhp13.html https://www.businesswire.com/news/home/20241210483055/en/Lattice-Advances-Low-Power-FPGA-Leadership-with-New-Small-and-Mid-range-FPGA-Offerings   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Just 25 years ago SSDs were a mere 1 or 2 GB, faster forward to 2024 and we are at 122 TB! Now with AI's BIG dreams, they need seriously BIG storage to make them come true! Patrick Moorhead and Melody Brue are with Solidigm's Dave Dixon and Greg Matson, for a special panel edition of Six Five On The Road. The group sits alongside industry leaders Chloe Jian Ma from ARM, Renen Hallak from VAST Data, Jacob Yundt from CoreWeave, Sophie Kane from Ocient, and Roger Cummings from PEAK:AIO for a conversation on the evolution of high-capacity storage and its pivotal role in AI's future. Highlights from the panel include: - The introduction of Solidigm's new 122TB drive and the implications of QLC-based high-cap SSDs in the AI realm - Tech transitions over the years from the era of minicomputers to GenAI, focusing on how each shift impacts the compute-memory-storage-networking spectrum - The challenges and solutions surrounding storage and data management for AI, and the critical need for power and space efficiency - How Solidigm and its partners are addressing the surging demand for energy-efficient AI infrastructures and the benefits of high-capacity SSDs and QLC technology - Forward looking thoughts on growth areas in AI, storage innovation, and the role of efficient data centers in sustainable technology advancement  

Generative AI is no longer just a playground for tech enthusiasts. Hosts Daniel Newman and Patrick Moorhead are joined by Amazon Web Services' VP AWS, Database & AI Leadership Baskar Sridharan on this episode of Six Five On The Road at AWS re:Invent. They discuss the journey from proof-of-concept to full-scale production in enterprise IT with a focus on generative AI and strategic partnerships. Highlights Include: Great Expectations: The transition of generative AI applications from experimental stages to production and the evolving customer expectations of AI & data infrastructure Unified SageMaker: AWS is streamlining the journey from data to AI with their next-gen SageMaker platform, making it easier for businesses to build and deploy GenAI applications Cost Optimization: Model distillation and other innovations are making GenAI more affordable, with significant reductions in training and inference costs Data as a Differentiator: Your data is what makes your GenAI applications unique & AWS is providing powerful tools like Bedrock Knowledge Bases to help customers leverage data effectively Trust and Security: AWS is leading the way in responsible AI with its ISO 42001 certification, ensuring that your GenAI applications are built on a foundation of trust Real-world examples: How enterprise IT is leveraging AWS services to scale their generative AI applications effectively  

Lattice Developers Conference Key Insights! What's the latest in Edge AI innovation from Lattice Semiconductor? Hosts Daniel Newman and Patrick Moorhead are joined by Lattice Semiconductor's CEO, Ford Tamer, Chief Strategy and Marketing Officer, Esam Elashmawi, and CVP of Product Marketing and Planning, Dan Mansur, for a conversation on Lattice Semiconductor's strategic growth, key announcements, and unique market position in the Edge AI sector on this episode of Six Five On The Road at Lattice DevCon 2024. Highlights include ⤵️  Ford Tamer's insights and experiences since joining Lattice. Lattice's growth strategy and the strengths driving this growth. Key product announcements and solutions introduced at the DevCon. The unique position of Lattice FPGA's in the burgeoning Edge AI market. An introduction to Nexus 2 and continued investment in small FPGAs.  

Could the Lattice Nexus make waves for other FPGA platforms? It boasts improvements to power efficiency, connectivity options, and security features in edge computing. Host Patrick Moorhead is joined by Lattice Semiconductor's Deepak Boppana for a demo of the key innovations in the Lattice Nexus 2 platform on this episode of Six Five On The Road at Lattice Developers Conference 24. Watch the full video for more on: The innovative features and capabilities of the Lattice Nexus 2 platform Insights into Lattice Semiconductor's approach to addressing the evolving needs of developers The significance of Lattice Developers Conference 24 in showcasing leading-edge semiconductor technology Deepak Boppana's perspective on the future of semiconductor technology and its applications  

Will the Cohesity and Veritas merger usher in a new era in data security & AI? Hosts Patrick Moorhead and Daniel Newman are with Cohesity CEO, Sanjay Poonen for Six Five On The Road, where they dive into the merger between Cohesity and Veritas, highlighting the emergence of the world's largest data protection provider and what it means for the future. Hear more about ⤵️ - The strategic vision behind the merger between Cohesity and Veritas - The start of a new era in data protection, where security, AI, and customer-centricity converge - How this merger positions Cohesity in the data protection and management market - Future innovations in data protection technologies - Cohesity's roadmap post-merger  

Acquisition Close of @Cohesity & VeritasTechLLC - what's next for customers? The future of data protection is customer-focused. Patrick Moorhead and Daniel Newman are joined by Cohesity's Chief Development Officer, Srinivasan Murari, and Veritas' EVP of Engineering, Deepak Mohan, on this episode of the Six Five On The Road, for a conversation on the completion of Cohesity's merger with Veritas' enterprise data protection business and what it means for customers. Their discussion covers: How Cohesity and Veritas plan to ensure no customer is left behind post-merger and their commitment to support and innovate across all platforms Unmatched scale and support: Over 13,000 customers in 140+ countries, 300+ exabytes of data under management, and the largest partner ecosystem in the industry AI-powered future: Cohesity's leading AI capabilities will be a key differentiator, helping customers manage and protect their exploding data volumes Future market demands for Cohesity and Veritas, focusing on innovation, data protection as a cybersecurity measure, and the role of AI in managing expanding data volumes  

The S&P 500 notched its 54th record close of the year as markets get ready for a busy week of data and earnings. Allianz Chief Economic Advisor Mohamed El-Erian breaks down what will be most important for investors. Intel CEO Pat Gelsinger retired from his position; Jon takes a look at the winding road of his tenure and Moor Insights & Strategy's Patrick Moorhead shares what happens next. Klaviyo CEO Andrew Bialecki kicks off Cloud Week with a look at what social strategies are most effective for Cyber Monday.