Is your hybrid cloud truly secure? Check out this special fireside chat with FalconStor's Todd Brooks and IBM's Bargav Balakrishnan as they join host Steven Dickens for Six Five Media In the Booth at IBM TechXchange. The group discusses the strategic partnership between FalconStor and IBM and how their collaboration is shaping the future of backup, workload migration, Disaster Recovery (DR) in the hybrid cloud, and the expanding role of AI. Watch their interview as they dive into ⤵️ The enduring success of the strategic relationship between IBM and FalconStor, focusing on modernization and optimization of backup, workload migration, and DR in the hybrid cloud environment Insights into this relationship benefits customers and partners The increasing importance of data protection regardless of data location (cloud or on-prem), highlighting the advantages in terms of backup, ease of data migration, DR, and cybersecurity measures The role of AI in future partnership developments and the handling of massive data volumes for AI applications, and FalconStor's AI data protection assistant Potential new partnership areas with MSPs on IBM Cloud

Host Steven Dickens chats with FalconStor's VP of Engineering, Ron Morita and VP of Customer Success, Abdul Hashmi for Six Five Media In the Booth at IBM TechXchange. They discuss solutions for modernizing and optimizing IBM Power environments using FalconStor’s StorSafe for data protection and cloud migration, and secure backup storage. Check out the full interview to learn more about the following: 👇 Modernizing and optimizing IBM Power environments with StorSafe’s capabilities including workload migration, disaster recovery, and ransomware protection Key use cases for StorSafe across IBM Power Systems, PowerVS, IBM Cloud, and COS, and their specific benefits A deep dive into the use case for SAP HANA backup utilizing StorSafe and detailing its unique advantages Availability of StorSafe in the IBM Cloud Catalog for streamlined deployments both on-premises and in the cloud An overview of benefits including maximizing PowerVS for superior data protection, streamlined workload migration, and effective ransomware recovery  

AI PCs for CTOs: Join Six Five On the Road for the final episode of our four-part series with Intel. Patrick Moorhead and Daniel Newman are joined by Intel's Todd Lewellen, VP & GM of PC Ecosystem, and Daryl Cromer, VP & CTO of PCs and Smart Devices at Lenovo for a conversation on the transformative impact of AI on enterprise computing. Their discussion covers: The evolving role of AI in enhancing PC capabilities and user experience Strategic partnerships between Intel and Lenovo to innovate in the AI PC market Key trends and future outlook for AI technologies in enterprise computing environments Challenges and opportunities in integrating AI within existing PC ecosystems Insights into upcoming AI features and functionalities in PCs and smart devices  

What if AI could revolutionize the way you learn? Host Keith Townsend sits down with IBM's Suhas Kashyap, Senior Product Manager for InstructLab at watsonx.ai, for Six Five in the Booth at the IBM TechXchange Conference. Together, they delve into InstructLab, a groundbreaking AI-powered learning demo showcased at the event. Their discussion covers: - The inspiration behind InstructLab's development - Key features and capabilities of InstructLab - The role of AI and machine learning in enhancing InstructLab - How InstructLab supports IBM's broader technology ecosystem - Future plans and updates for InstructLab  

On this episode of Six Five Media at Smartsheet Engage, host Keith Townsend sits down with Smartsheet's VP of Engineering, JB Brown, to take an in-depth look at how Smartsheet and Amazon Web Services are transforming AI-powered decision-making with their brand-new connector for Amazon Q Business. Their discussion covers: The latest AWS announcement and its game-changing significance Who stands to benefit from this collaboration and the business value it brings How the new connector will impact Smartsheet users Real-world applications of the Smartsheet connector in Amazon Q JB’s personal favorite feature in Smartsheet!  

On this episode of the Six Five Webcast - Infrastructure Matters, hosts Camberley Bates, Dion Hinchcliffe, and Keith Townsend discuss the critical intersection of AI and the semiconductor industry, while sharing highlights from Smartsheet Engage and Amazon’s Generative AI Summit.  Their discussion covers: Recent AI and cloud computing industry developments Insights from the Smartsheet ENGAGE conference and Smartsheet's evolving business landscape Highlights from Amazon’s Generative AI Summit, focusing on the latest AI innovations Key announcements from AMD, spotlighting the company's advancements in the AI chip market and rivalry with NVIDIA The overarching access and utilization challenges of AI hardware, such as data management, infrastructure needs, and the prospect of CPU-based solutions for enterprise AI demands  

Companies are generating more data than ever, and storage costs are rising. Six Five Media hosts Mitch Lewis and Camberley Bates are joined by Broadcom Product Marketing Engineers Tom Nagelmeyer and John Nicholson, for a conversation on how modern solutions can significantly lower the Total Cost of Ownership (TCO) for storage. Their discussion covers: - The evolving landscape of data storage and its impact on TCO - How Broadcom's innovative solutions are setting new standards for storage efficiency - Real-world examples where modern storage solutions have made a difference - The role of software in optimizing storage costs - Future trends in storage technology and their implications for businesses  

ServiceOps takes center stage. Six Five Media host Mike Vizard is joined at BMC Connect by BMC's Margaret Lee, SVP and General Manager of Digital Service and Operations Management Business to share how BMC and partners are joining forces to drive the future of ServiceOps to accelerate growth while minimizing risks. Their discussion covers: The evolving landscape of service operations and its impact on business innovation Strategies for managing digital risk in a fast-paced technology environment The role of AI and machine learning in streamlining service operations The collaboration between BMC and partners to empower organizations in their digital transformation journeys Best practices for businesses to integrate ServiceOps into their processes to accelerate growth while minimizing risks  

IBM provides us with the latest on their AI strategies, from model development to tuning to consulting and implementation. Host Daniel Newman and IBM's Rob Thomas, Chief Commercial Officer, spoke on the topics below. ⤵️ The key drivers behind the current AI productivity surge IBM's role and innovations in advancing AI technology Challenges businesses face in integrating AI and how to overcome them Future trends in AI development and corporate adoption Real-world impacts of AI advancements on different industries    

Adobe is making strides for performance marketers. Six Five On the Road makes a stop at AdobeMAX, where host Melody Brue is joined by Adobe's Vikram Viswanathan, Head of Product Marketing & GTM, for a conversation on Adobe's introduction of GenStudio, a new product aimed at revolutionizing performance marketing. Their discussion covers: The inception and vision behind GenStudio How GenStudio stands out in the market of performance marketing tools The specific benefits and features of GenStudio for marketers Vikram's insights on the future of digital marketing and Adobe's role in it Live responses to audience questions about GenStudio and performance marketing  

On this insightful Signal65 Video Insight, host Ryan Shrout, President of Signal65, is joined by Samsung's Blake Gaiser, Director of Smartphone Product Management, for a conversation about the development and impact of Galaxy AI and the latest trends and innovations in the smartphone sector.  Their discussion provides a comprehensive look at Samsung's AI journey and its forward-thinking approach to shaping the future of mobile devices and covers: How AI has revolutionized Samsung’s mobile experience, especially with the launch of the Galaxy S24 lineup. The evolution of smartphone technology and its impact on consumer behavior. Insights into Samsung's strategy for staying ahead in the competitive smartphone market. Samsung's vision to make AI intuitive and seamlessly integrated across its product ecosystem, including smartphones, tablets, wearables, and even household appliances like TVs and refrigerators. The role of sustainability and environmental considerations in product development. Future directions for smartphone innovations and user experience enhancements. The importance of customer feedback in shaping product roadmaps. Learn more at Samsung.

On this episode of the Six Five Webcast Infrastructure Matters, hosts Camberley Bates, Steven Dickens, and Keith Townsend delve into the transformative world of Storage East AI.  They bring their extensive expertise to explore the latest advancements in AI storage solutions and how they're reshaping the infrastructure landscape.  Their discussion covers: The evolving requirements of storage systems in AI-driven environments How AI is changing the landscape of data storage solutions The challenges and opportunities presented by AI in storage architectures Insights into the future of storage technologies powered by artificial intelligence Best practices for integrating AI into existing storage infrastructures  

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:   AMD, Intel, Tech Titans Extend X86 ISA https://x.com/PatrickMoorhead/status/1846235089682018306 https://x.com/PatrickMoorhead/status/1846262139151176179 https://x.com/danielnewmanUV/status/1846264927994237402 https://x.com/danielnewmanUV/status/1846319555591000290 https://www.tomshardware.com/pc-components/cpus/intel-and-amd-forge-x86-ecosystem-advisory-group-that-aims-to-ensure-a-unified-isa-moving-forward   Lenovo Tech World 2024 https://x.com/PatrickMoorhead/status/1845882243794796835 https://x.com/PatrickMoorhead/status/1846237497380294836 https://x.com/PatrickMoorhead/status/1846242737445814319 https://x.com/PatrickMoorhead/status/1846248323432567243 https://x.com/PatrickMoorhead/status/1846317327522156817 https://x.com/PatrickMoorhead/status/1846319565242093679 https://x.com/PatrickMoorhead/status/1846239452810875178 https://x.com/danielnewmanUV/status/1846315451959369798 https://x.com/danielnewmanUV/status/1846317214804463914 https://x.com/danielnewmanUV/status/1846236949981680031 https://x.com/danielnewmanUV/status/1845936522962653547   Amazon & Google Go Nuclear https://x.com/danielnewmanUV/status/1846534310838616064 https://x.com/danielnewmanUV/status/1845909978713833948 https://finance.yahoo.com/video/amazon-invests-500m-nuclear-microsoft-210914709.html https://www.latimes.com/business/story/2024-10-16/amazon-google-tap-into-nuclear-power-to-fuel-data-centers-and-ai-push   Adobe Max 2024 https://x.com/MelodyBrue/status/1845814101382983847 https://x.com/MelodyBrue/status/1846191032490140126 https://news.adobe.com/news/2024/10/101424-adobe-puts-greater-power-possibility-in-hands-of-creators-teams-marketers https://www.cxtoday.com/crm/adobe-max-2024-3-top-takeaways-from-the-creativity-conference/ https://www.forbes.com/sites/prakharkhanna/2024/10/16/adobe-max-2024-all-the-announcements-sneak-peeks-and-more/   Color Me Amazon Kindle https://x.com/PatrickMoorhead/status/1846554097459274004 https://www.cnn.com/cnn-underscored/electronics/amazon-kindle-colorsoft-2024-models https://me.pcmag.com/en/ebook-readers/26431/amazon-launches-its-fastest-kindle-paperwhite-and-new-entry-kindle-in-matcha-color https://www.techradar.com/tablets/ereaders/amazon-kindle-colorsoft-review   TSMC Q3FY24 Earnings https://x.com/danielnewmanUV/status/1846905328576647464 https://pr.tsmc.com/english/news/3180#:~:text=In%20US%20dollars%2C%20third%20quarter,net%20profit%20margin%20was%2042.8%25 https://www.businessinsider.com/tsmc-stock-price-q3-earnings-chip-stocks-asml-nvidia-amd-2024-10   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

In a rapidly evolving data landscape, organizations must adapt or risk falling behind.  Six Five Media Host Mike Vizard connects with BMC's Basil Faruqui, Solutions Marketing Director for Digital Business Automation to explore how DataOps can be a game-changer. Faruqui shares insights on how businesses can harness the power of DataOps to unlock the full potential of their data and drive digital transformation. Their discussion covers: The evolving importance of DataOps in today's data-driven environments Strategies for effective data orchestration and automation Challenges organizations face in maximizing data value and how to overcome them The role of digital transformation in enhancing data operations Predictions for the future of data management and operations  

Looking to future-proof your IT Operations? Host Mike Vizard is on Six Five Media at BMC Connect with Raymond James Financial's Chris Haynes, Associate Director IT Operations Services, for a conversation on how IT operations can adapt to change and drive business success while integrating new technologies, and operationalizing growth. Their discussion covers: Strategies for effectively engaging business users to drive IT initiatives The role of new technologies in transforming IT operations Challenges and solutions for operationalizing growth within IT sectors Best practices for IT teams to adapt to rapidly changing business environments Insights on future IT trends and how organizations can prepare  

AI and cloud technologies are transforming industries, but how can your business stay ahead of the curve? Six Five Media Host Mike Vizard sits down with BMC's Gur Steif, President of Digital Business Automation at BMC Connect for an insightful conversation on how BMC empowers customers through the integration of DataOps, cloud, and artificial intelligence. Their discussion covers: The evolving role of DataOps in today’s technology landscape How BMC integrates AI to enhance its digital business automation solutions The impact of cloud technologies on business innovation and efficiency Strategies for organizations to effectively adopt and leverage BMC's innovative solutions Insights into BMC's future direction and commitment to customer empowerment  

Discover the future of IT efficiency and risk management as Six Five Media host Mike Vizard delves into BMC's AIOps advancements at BMC Connect. He is joined by BMC's Kiran Diwakar, Area VP of Product Management, for an in-depth discussion on the newest AI-powered innovations. Their discussion covers: The current state of AIOps and BMC's role in it How BMC AIOps innovations are driving efficiency and reducing risks for businesses Future directions for AIOps technology at BMC Case studies showcasing BMC AIOps in action Advice for organizations looking to implement AIOps solutions  

On this episode of the Six Five Webcast Infrastructure Matters, hosts Camberely Bates, Steven Dickens, Keith Townsend and Dion Hinchcliffe discuss the unique position of VMware amidst widespread disruption caused by AI in various industries. Their discussion covers: The impact of AI across different sectors and how companies are adapting to these changes VMware's strategies to leverage AI advancements while maintaining its core service offerings The intersection of AI technologies with cloud computing and VMware's role in this ecosystem Future trends in AI development and predictions for the technology landscape VMware's contributions to AI research and development, emphasizing collaboration and innovation  

On this episode of the Six Five Webcast – Enterprising Insights, host Keith Kirkpatrick gives a comprehensive wrap-up of two major tech events: Smartsheet Engage and the Zendesk AI Summit. This discussion explores the latest trends, announcements, and breakthroughs presented at these leading industry conferences. Keith covers: Key takeaways from Smartsheet Engage including new product announcements and strategic directions Highlights from the Zendesk AI Summit focusing on the future of customer experience and AI integration Predictions for how the announcements and trends from these events will influence enterprise technology strategy. Insights into the evolving landscape of work management tools and customer service technologies Implications for businesses striving to enhance collaboration and customer interaction through advanced technologies  

Gen AI meets mainframe management on this episode of Six Five Media at BMC Connect. Hosts Steven Dickens and Mike Vizard are joined by BMC Software's Dave Jeffries, Vice President of R&D for ZSolutions, and Priya Doty, Vice President of Solutions Marketing BMC AMI, for a conversation on simplifying mainframe management with the generative AI capabilities of BMC AMI Assistant. Their discussion covers: The BMC's Statement of Direction for Generative AI in cloud environments within the BMC AMI Platform and the role of BMC AMI Assistant as a pivotal advancement Addressing the expertise gap in mainframe management through the BMC AMI Assistant The application of Generative AI in automating routine tasks and its impact on productivity by allowing staff to concentrate on more strategic initiatives An exploration of how the BMC AMI Platform and Assistant synergize to enhance efficiency for mainframe experts and accelerate innovation  

What is the current state of DataOps in the enterprise? Host Mike Vizard and BMC's Ram Chakravarti, Senior Vice President & Chief Technology Officer, share thoughts with Six Five Media at BMC Connect on the evolving landscape of DataOps, AI, and their critical roles in enterprise orchestration and data efficiency. Their discussion covers: The current state and the future of DataOps in enterprises How AI technologies are being integrated into orchestration tools Strategies for enhancing data efficiency and security in cloud environments The role of automation in managing IT operations and data workflows Insights into BMC's initiatives towards advancing AI and DataOps solutions  

Curious about the future of mainframes? Six Five Media hosts Steven Dickens and Mike Vizard chat with BMC's Anthony DiStauro, AI Evangelist & Senior Product Development Architect and Dave Jeffries, Vice President of R&D for ZSolutions at BMC Connect. Discover how generative AI unlocks strategic insights, enhances security, and can shape the future of this critical technology. Their discussion covers: The current state and evolution of mainframe DevOps and AIOps How generative AI services are revolutionizing mainframe operations The role of strategic insights in enhancing DevOps and AIOps practices The impact of AI on mainframe security and compliance Future trends and predictions for mainframe technology  

GenAI is the future of business, and it's happening now with Six Five Media host Steven Dickens at BMC Connect and BMC's Tony Anter, DevOps Evangelist and Technology Solutions Director, and Mark Schettenhelm, Lead Product Manager for a conversation, on how GenAI-driven automation is revolutionizing business processes and easing the fear of change.  Their discussion covers: The impact of GenAI on automation and how it's changing the landscape for businesses Strategies businesses can adopt to seamlessly integrate GenAI into their processes Overcoming challenges associated with the adoption of new technologies Real-world success stories of businesses leveraging GenAI-driven automation  Insights into future trends and how companies can prepare for the next wave of technological innovation  

What is Agentic AI? Steven Dickens of Six Five Media is at BMC Connect to discuss BMC's pioneering introduction with BMC's Ryan Manning, Vice President of Product Management, and Josh Nichols, Sr. Manager Corporate Applications, at CoorsTek, Inc. to discuss Agenic AI and its role in revolutionizing how enterprises manage their IT work. Their discussion covers: The evolution and strategic importance of AI in enterprise IT management Insights into BMC's latest Agentic AI offerings and their unique benefits Case study insights from CoorsTek, Inc. on implementing BMC's Agentic AI solutions Future trends and predictions for AI in the enterprise IT space Best practices for businesses looking to leverage AI for IT management  

On this episode of the Six Five Webcast - The 5G Factor, hosts Ron Westfall and Tom Hollingsworth discuss the crucial role US Communication Service Providers (CSPs) T-Mobile, AT&T, and Verizon play in public safety, particularly in response to natural disasters like hurricanes. Their discussion covers: Verizon and its dedicated first responder and public safety arm, Verizon Frontline, and their efforts in repairing cell sites damaged by Hurricane Helene in North Carolina and Tennessee. T-Mobile and Starlink's collaboration, marked by receiving a second Special Temporary Authority (STA) from the FCC to operate their innovative Direct-to-Cellular service over Hurricane Milton’s devastating path in Florida. The expansive support provided by the FirstNet, built with AT&T, team for first responders throughout the US Southeast, highlighting the deployment of dedicated FirstNet assets and solutions for emergency support. Plus, the announcement from Qualcomm and Honeywell at Embedded World North America, unveiling their partnership to revolutionize the energy sector with cutting-edge 5G, Low Power Wireless, and AI-Enabled technologies.  

It’s Six Five Media at AMD Advancing AI, with our hosts Daniel Newman and Patrick Moorhead joined by AMD's SVP of Artificial Intelligence Vamsi Boppana, and Brad McCredie SVP of Data Center GPU and Accelerated Processing, to discuss the chipmaker's full-stack data center solutions, EPYC processor market share, and the evolving roles of GPUs and CPUs in AI. Their discussion covers: The evolution of AMD's strategy from providing compute engines to offering comprehensive data center solutions The integration of AI, Instinct Accelerators, networking compute, and EPYC CPUs into full stack solutions amid changing customer preferences The significant market share gain by AMD's EPYC processors, customer feedback, and how AMD continues to execute its roadmap effectively The emerging landscape of AI, with a focus on the balance between GPUs and CPUs in advancing AI technologies and what customers should consider as they venture into AI  

Six Five Media had the pleasure of having AWS CEO Matt Garman on the show. Patrick Moorhead and Daniel Newman spoke with him on the current state of AI, AWS's approach to supporting it, the importance of scalability, predictions for the future, and their commitment to innovation and democratizing AI. Specifically, our discussion covers:  The current state of AI and its implications for businesses and developers. AWS's approach to supporting a diverse array of AI models and frameworks. The importance of scalability and flexibility in AI infrastructure. Predictions for the future of AI technologies and their integration into industry solutions. Insights into AWS's commitment to fostering innovation and democratizing AI access for all users.  

This special episode of Six Five Media On The Road reveals exciting news shared by Intel and AMD CEOs, Pat Gelsinger and Lisa Su, exclusively with hosts Patrick Moorhead and Daniel Newman about a groundbreaking new collaboration that marks a significant shift in the tech industry, aiming to drive advancements and innovation at unprecedented speeds. Their discussion covers: The strategic vision behind the Intel and AMD partnership Expected impacts on the X86 ecosystem and the broader technology landscape Innovations and advancements anticipated from this collaboration How this partnership positions Intel and AMD against competitors The long-term goals and outcomes both companies aim to achieve  

Six Five Media hosts Daniel Newman and Patrick Moorhead are at AMD Advancing AI where they’re joined by AMD's Forrest Norrod, Executive Vice President and General Manager, Data Center Solutions Business Group, for a conversation on AMD's strategic evolution toward becoming a data center solutions provider and the latest collaboration driving forward AI and chip ecosystems. Their discussion covers: An overview of AMD's evolved strategy from compute engines to comprehensive data center solutions AMD's integration of AI, Instinct Accelerators, and EPYC CPUs, and the role of ecosystem collaboration in offering full-stack solutions The significant impact of EPYC in the data center market, AMD's market share growth, and customer feedback The evolving landscape of AI technologies, the role of GPUs and CPUs, and strategic advice for customers exploring AI  

On this episode of the Six Five Media at NetApp Insight, host Krista Case is joined by NetApp's Gagan Gulati, GM, Data Services, for a conversation on enhancing data resilience amidst the escalating threat of cyber attacks. Gagan shares invaluable insights into how Integrated Data Infrastructure (IDI) supports business growth, agility in hybrid and multi-cloud environments, and the pioneering trends in cloud computing set to revolutionize IDI. Their discussion covers: The crucial role of IDI in supporting growth and agility for businesses adopting hybrid and multi-cloud strategies Gagan's perspective on the most promising trends and technologies in cloud computing that are poised to significantly impact IDI How NetApp's IDI enhances decision-making and leverages big data for real-time analytics, providing businesses with a competitive edge Practical advice for companies eager to upgrade their data infrastructure, focusing on cost efficiency and optimal resource allocation  

Coverage & analysis from Six Five Media at NetApp Insight 2024. Host Daniel Newman is joined by NetApp's Gabie Boko, CMO, for a conversation on how Intelligent Data Infrastructure (IDI) is supporting business growth and agility as they navigate the complexities of hybrid and multi-cloud strategies. Their discussion covers: The support IDI provides to businesses adopting hybrid and multi-cloud strategies for growth and agility Exciting trends and technologies in cloud computing that impact IDI significantly How NetApp's IDI aids in better decision-making and real-time analytics in big data utilization Practical advice for companies aiming to enhance their data infrastructure, focusing on cost concerns and resource management  

The Six Five Media was at NetApp Insight 2024! Host Daniel Newman sat down with NetApp's CEO George Kurian, and Hoseb Dermanilian, Sr. Dir, Global Head of AI Sales & GTM, for a discussion on how NetApp is spearheading innovation in data management and storage, ensuring customer success in the rapidly evolving tech landscape. Their discussion covers: The alignment of NetApp's strategic direction with the evolving needs of data management and storage NetApp's competitive differentiators in the data management and storage market The role of partnerships and alliances in bolstering NetApp's market position Emerging trends in data infrastructure and the influence of AI and machine learning technologies NetApp's approach to harnessing the power of AI and GenAI, detailing their AI-ready solutions and strategies for businesses  

In episode 55 of the Six Five Webcast Infrastructure Matters, hosts Steven Dickens and Camberley Bates from The Futurum Group dive into recent reports on changes in cloud deployments. including looking into more reports on repatriation and public cloud trending, and what that means for new technologies being introduced to the markets, including announcements from Oracle and Lenovo. They also discuss VMware and what that means with the cloud. Finally, our program extends our hearts to Brian Gong’s family and friends due to his passing. Their discussion covers:  Honoring Brian Gong Cloud Adoption Trends and how the focus has shifted from cloud first to application placement, influenced by the AI boom and cost concerns. How companies are evaluating the best platform for each workload rather than making blanket decisions about cloud migration VMware trending, for migration and TCO analysis of the options The strategic importance of partnerships in delivering vertical applications, including data effective AI training New announcement from Lenovo, plus the impact of the advanced liquid cooling technology of Neptune  

On this episode of the Six Five Webcast - The 5G Factor, hosts Ron Westfall and Tom Hollingsworth dive into the latest developments and challenges within the telecom sector, focusing on cybersecurity, AI integration, and combating fraud. Their discussion covers: Nokia's new Threat Intelligence Report: an analysis of the accelerating cyberattacks on telecom infrastructure and the increasing utilization of GenAI by cybercriminals to boost the speed, volume, and sophistication of attacks The Qualcomm AI Orchestrator: a discussion on its purpose to harmonize AI functionalities across platforms to enhance interaction experiences and bolster security measures Vodafone's innovative approach to fraud prevention: how the use of data-driven APIs, like Scam Signal, equips the telecom industry to counteract fraudulent activities effectively  

Six Five Media is bringing you the latest from AMD’s top executives at their second annual Advancing AI event. AMD's CEO Dr. Lisa Su, sat down with our hosts, Daniel Newman and Patrick Moorhead, for a conversation on AMD's advancements in AI and the technology industry's future. Dr. Su shares valuable insights from AMD, highlighting their strides in AI and reflecting on her decade of leadership at the company. Their discussion covers: The distinctive features of the 5th Gen AMD EPYC CPU codenamed “Turin,” and its impact on the data center CPU market The significance of the new AMD Instinct MI325X GPU for generative AI model optimization Updates on ROCm, AMD's open software approach, and what it means for customers and developers AMD's progress in comprehensive AI infrastructure, including AI PCs and edge AI portfolio Dr. Su's reflection on her 10 years as CEO of AMD, the company's remarkable growth, and her outlook for the future  

On this episode of the Six Five Webcast Infrastructure Matters, our hosts, Krista Case and Steven Dickens, dive deep into the evolving landscape of the cybersecurity and technology industry. Join us for a compelling conversation on the latest industry developments, including partnerships, data protection, cloud technology, and emerging cybersecurity trends. Their discussion covers: The strategic partnership between AWS and Oracle, highlighting the move towards a more flexible, multi-cloud world The critical importance of data protection and cybersecurity in today's digital age, focusing on ransomware protection and full-application stack recovery The accelerated adoption of cloud-based solutions and the significance of sovereign cloud deployments for regional security Emerging trends in cybersecurity, such as AI-powered threat detection and the shift towards consolidated, platform-driven security solutions The impact of Salesforce's acquisition of Own Backup on the industry landscape  

On this episode of the Six Five Podcast Enterprising Insights, host Keith Kirkpatrick discusses Microsoft's strategic approach to industries, exploring how this tech giant tailors solutions and technologies to meet the unique needs of various sectors. Their discussion covers: How Microsoft leverages its cloud capabilities to innovate within specific industries The impact of AI and machine learning on industry-specific solutions Microsoft's partnerships and collaborations with industry leaders The role of data security and privacy in Microsoft's industry solutions Future trends and predictions for technology adoption across industries Watch the video below, and be sure to subscribe to our YouTube channel, so you never miss an episode.

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:   AMD Advancing AI Event https://x.com/PatrickMoorhead/status/1844460031758172285 https://x.com/PatrickMoorhead/status/1844439944179376200 https://x.com/PatrickMoorhead/status/1844430616856756485 https://x.com/PatrickMoorhead/status/1844429745565655117 https://x.com/PatrickMoorhead/status/1844423395540337077 https://x.com/PatrickMoorhead/status/1844420979109646838 https://x.com/PatrickMoorhead/status/1844418798650274270 https://x.com/PatrickMoorhead/status/1844415678918603090 https://x.com/PatrickMoorhead/status/1844412770944770095 https://x.com/danielnewmanUV/status/1844432160754970987 https://x.com/danielnewmanUV/status/1844414108319514734 https://x.com/danielnewmanUV/status/1844422860598915320 https://x.com/danielnewmanUV/status/1844420904945889670 https://x.com/danielnewmanUV/status/1844419725817975196 https://x.com/danielnewmanUV/status/1844415616054329732 https://x.com/danielnewmanUV/status/1844415386198159789 https://x.com/danielnewmanUV/status/1844415070518050887 https://x.com/danielnewmanUV/status/1844414640165671309 https://x.com/danielnewmanUV/status/1844412396829540565   NVIDIA & MediaTek Getting Into AI PCs? https://x.com/PatrickMoorhead/status/1843979130095743096 https://x.com/danielnewmanUV/status/1844132931931079015 https://www.tomshardware.com/pc-components/gpus/nvidia-and-mediatek-collaborate-on-3nm-ai-pc-cpu-chip-reportedly-ready-for-tape-out-this-month#:~:text=According%20to%20reports%20from%20leakers,on%20track%20for%20late%202025.   Amazon Generative AI Summit https://press.aboutamazon.com/2024/10/amazon-announces-ai-shopping-guides-generative-ai-powered-buying-guides-that-seamlessly-bring-together-product-research-and-relevant-products https://x.com/danielnewmanUV/status/1844433891974869228 https://x.com/PatrickMoorhead/status/1844432588972359810   Apple M4 Performance Leaks https://wccftech.com/first-apple-m4-mac-spotted-in-geekbench-6/ https://www.tomsguide.com/computing/macbooks/macbook-m4 https://www.techradar.com/computing/macbooks/the-m4-macbook-pro-might-have-just-leaked-on-youtube   Tesla Robotaxi Event https://finance.yahoo.com/news/tesla-robotaxi-event-analysts-weigh-in-on-what-to-expect-from-ceo-elon-musks-big-moment-164748104.html https://www.investors.com/news/tesla-robotaxi-event-elon-musk-tesla-stock/   Commvault SHIFT Event https://www.techbusinessnews.com.au/news/commvault-makes-several-announcements-at-major-event/ https://www.prnewswire.com/news-releases/commvault-to-advance-a-new-world-of-cyber-readiness-recovery-resilience-and-continuous-business-at-shift-2024-302222635.html   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Check out the latest episode from Six Five Media at Smartsheet ENGAGE, where host David Nicholson chats with Frank Geraci, President of Cronos Consulting Group, Inc., about their game-changing new solution for Smartsheet: Huddle. Developed by Cronos, Huddle is designed to elevate the Smartsheet experience, offering powerful enhancements in configuration management, version control, and portal functionality. Their conversation covers: Streamlining Configuration Management in Smartsheet Innovative Version Control capabilities with Huddle Enhanced Smartsheet Portals and their benefits Discover more about how Huddle is driving innovation in marketing at Smartsheet.

Exciting Highlights from Six Five Media at Smartsheet ENGAGE 2024! In the latest episode host David Nicholson is joined by Cicero, Director of Product Marketing at Smartsheet, for an in-depth conversation about the standout moments from Smartsheet ENGAGE 2024. Their discussion covers: Transformative experiences for ENGAGE attendees The vibrant, high-energy atmosphere that sets ENGAGE apart Buzz from the ground — insights on what attendees loved Key announcements and their broader implications Cicero’s favorite Smartsheet feature and its impact Don't miss this episode if you want to catch up on all things Smartsheet ENGAGE 2024! Learn more at Smartsheet.

On the latest episode of Six Five Media at Smartsheet ENGAGE, host David Nicholson sits down with Smartsheet's Jennifer Stockton, Senior Director of Solutions Marketing, and Conga’s Courtney Finger, Principal of Product Marketing Operations, for an insightful conversation about how Conga has leveraged the Smartsheet platform to transform its marketing operations. Their discussion covers: The key challenges Conga faced in marketing operations and why Smartsheet was the ultimate solution. The journey from "chaos to collaboration" made possible by Smartsheet's adoption within Conga. Favorite Smartsheet features that boost marketing and creative operations. The importance of scalability for creative teams and how Smartsheet supports this growth. Unique benefits that Smartsheet offers to organizations seeking streamlined and collaborative creative processes. Don’t miss out on this deep dive into how Smartsheet is driving innovation in marketing! Learn more at Smartsheet.

On this episode of Six Five Media at Smartsheet Engage, host Keith Townsend sits down with Smartsheet's Amilcar Alfaro, Sr. Director, Product Marketing, to explore the latest and most exciting product announcements from Smartsheet ENGAGE 2024. Their discussion covers: The newest features from ENGAGE 2024 and their impact on productivity and project management. What enterprise-grade scale means and how it benefits organizations. The accessibility of Smartsheet for users of all technical backgrounds. A sneak peek at upcoming products and features to look forward to. Amilcar’s personal favorite feature and why it stands out. Don't miss this in-depth conversation packed with insights on how Smartsheet is evolving to meet the needs of today's dynamic businesses. Be sure to visit our website for all the episodes from Smartsheet ENGAGE 2024.

On the latest episode of Six Five Media at Smartsheet Engage, host David Nicholson is joined by Urmila Kukreja, Director of Product Management at Smartsheet, for an insightful discussion on harnessing the power of Generative AI to elevate business operations. Their discussion covers: The unique AI tools Smartsheet offers and how they stand out in the market Smartsheet’s strategic approach to seamlessly integrating AI into its platform Strategies to build and strengthen trust in AI among users Predictions on how Generative AI will shape the future of Collaborative Work Management (CWM) Urmila’s favorite Smartsheet feature and its impact on productivity and collaboration Listen now to catch all the details and explore the future of AI in CWM with Smartsheet! Be sure to visit our website for all the episodes from Smartsheet ENGAGE 2024.

New episode from Six Five Media at Smartsheet ENGAGE! David Nicholson spent some time talking with Praerit Garg, President of Product and Innovation at Smartsheet, about the company's vision and game-changing approach to innovation. Praerit shared how Smartsheet empowers teams and individuals to work smarter and the crucial role that customer feedback plays in shaping the platform's evolution. Their discussion covers: Smartsheet’s unique vision for transforming work management Innovative strategies that set Smartsheet apart from the competition The power of customer insights in addressing challenges and driving product development Future directions and growth for Smartsheet Praerit's go-to Smartsheet feature and why it stands out Don't miss this conversation! Learn more at Smartsheet. Be sure to visit our website for all the episodes from Smartsheet ENGAGE 2024.

How is Smartsheet enhancing the user experience with generative AI? Join Six Five Media at Smartsheet ENGAGE with host Dave Nicholson & Smartsheet's Miya McClain, VP, Product Management. as they break down Smartsheet’s new next-gen features aiming to enhance UX and the anticipated impact of generative AI.  Their discussion covers: New features in Smartsheet enhancing the Collaborative Work Management (CWM) experience. Smartsheet's strategic focus on user experience and why it matters. Anticipated user reactions to the next-gen Smartsheet platform. The game-changing role of Generative AI in work management platforms. Miya's personal favorite new feature in Smartsheet. Catch the full conversation for a deep dive into the future of work management and user experience innovation and more coverage on our website.

Kicking off our series of Six Five Media at Smartsheet ENGAGE with host Keith Townsend, who is joined by Smartsheet's Chris Peake, CISO & SVP, Information Security. Their conversation covers why modern businesses require enterprise-grade security, the evolving landscape of enterprise security, the impact of AI on cybersecurity, and the future trends IT leaders should prepare for. Their discussion covers: The definition of enterprise-grade security and its critical significance The future of responsible AI and its implications for CISOs today, along with the opportunities it presents Major AI-related threats in enterprise technology and other significant threats businesses must anticipate Market trends in the security domain as observed by a CIO and the developments anticipated in the near to mid-term future Chris Peake's personal favorite feature in Smartsheet and how it enhances security measures  

AI PC Insights and Strategies for CIOs! Join the Six Five On the Road for part three of our four-part series with Intel. Patrick Moorhead and Daniel Newman are joined by Intel's Todd Lewellen, VP & GM of PC Ecosystem, and Insight's Megan Amdahl, COO of North America for an in-depth look at how CIOs should navigate the emergence and integration of AI PCs within their organizations. This insightful discussion reveals the anticipated benefits, preparation strategies, and the balancing act between innovation and security that accompanies the adoption of AI PCs. Their conversation covers: The benefits Insight expects from the adoption of AI PCs Intel's support strategies for enterprises preparing for AI PC integration Insight's plans for merging AI PCs and software into their existing IT ecosystems Addressing AI-specific privacy and security concerns with AI PCs Strategies CIOs are employing to analyze costs and benefits for AI PC implementation  

On this episode of Six Five On the Road, host Patrick Moorhead is joined by Astera Labs' Jitendra Mohan and Thad Omura for a conversation on scaling AI through innovative solutions like the new Scorpio Smart Fabric Switch Portfolio and overall understanding the journey and vision of Astera Labs. Their discussion covers: Astera Labs’ journey to enabling AI infrastructure and reflections on their IPO The challenges of keeping up with demand for AI models, next-gen GPUs, and AI accelerators as discussed by Thad Omura Insights into Astera Labs' Scorpio Smart Fabric Switch Portfolio and its alignment with industry trends and hyperscaler demands How Astera Labs' current developments tie into its future vision for advancing AI technology infrastructure  

On this episode of the Six Five Webcast - Infrastructure Matters, host Camberley Bates is joined by Solidigm's Rita Wouhaybi, Ph.D., AI Fellow for Solidigm, for a conversation on the intricacies and future directions of AI data pipelines. Their  discussion covers: The evolution and current state of AI data management Challenges in building scalable AI data infrastructure Solidigm’s unique approach to addressing these challenges Future trends in AI data processing and analysis Insights into best practices for enterprises adopting AI technologies  

Six Five Media covering Commvault SHIFT 2024! Hosts Daniel Newman and Patrick Moorhead are joined by Commvault's CEO, Sanjay Mirchandani, for a conversation on the company's strategic shift towards a cloud-first approach in cyber resilience. This transition has been marked by key acquisitions and partnerships, signaling a significant pivot in Commvault's strategy to bolster cyber resilience in the cloud. Their discussion covers: Commvault's acquisitions of Appranix and Clumio to strengthen its cloud-first cyber resilience approach and its new partnerships with AWS and Google. The rationale behind acquiring Clumio, a former competitor specializing in AWS data and workload protection. An introduction of Appranix by Commvault and its impact as a game-changing product in the cloud resilience space. Strategy behind Commvault's hefty partnership announcements with AWS and GCP, including hosting the Commvault Cloud platform on AWS and protecting Google Workspace. Insights into Commvault's relationship with Azure and how it complements the company's cloud-first cyber resilience strategy. An exploration of the concept of Continuous Business as discussed in Sanjay Mirchandani's keynote at SHIFT, and how it differs from traditional notions of business continuity.  

Six Five Media is live for a segment on network management within hybrid & multi-cloud environments! Host Steven Dickens is joined by Infoblox's Chief Product Officer, Mukesh Gupta, for a conversation on reinventing DDI (DNS, DHCP, and IPAM) solutions for modern hybrid and multi-cloud environments with their new Universal DDI Product Suite. Their discussion covers: The evolving landscape of DDI management in hybrid and multi-cloud environments Key features and innovations within the Universal DDI™ Product Suite How Infoblox's solutions are designed to meet the needs of modern enterprises The importance of scalability and security in DDI solutions for businesses today Insights into future trends in DDI management and cloud infrastructure  

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:   Vast Data COSMOS https://x.com/danielnewmanUV/status/1841152958420918375 https://x.com/PatrickMoorhead/status/1841145039587598679 https://x.com/PatrickMoorhead/status/1841097016094461954   Automating Ports https://x.com/danielnewmanUV/status/1841114877836022104   NVIDIA-Accenture Tie Up https://x.com/danielnewmanUV/status/1841528147294208241 https://x.com/PatrickMoorhead/status/1841627849494516038 https://x.com/PatrickMoorhead/status/1841627849494516038   Weak iPhone Sales? https://x.com/danielnewmanUV/status/1841101624321720594 https://x.com/PatrickMoorhead/status/1841106209471881334   GenAI Weekly: NotebookLM, NVIDIA LLM, OpenAI, Microsoft https://x.com/PatrickMoorhead/status/1841558612130275682 https://x.com/PatrickMoorhead/status/1841235999265059096 https://x.com/danielnewmanUV/status/1841579851695685820 https://x.com/danielnewmanUV/status/1841534120033132830 https://x.com/PatrickMoorhead/status/1841801176334954617 https://x.com/PatrickMoorhead/status/1841235999265059096 https://x.com/PatrickMoorhead/status/1841801176334954617   Signal65 Runs The Copilot+ PC Processor Gauntlet https://x.com/danielnewmanUV/status/1841215505530605877 https://x.com/PatrickMoorhead/status/1841867010352771247 https://x.com/PatrickMoorhead/status/1841159187616690395   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

On this episode of the Six Five Podcast - The 5G Factor, host Ron Westfall dives deep into how the collaboration between Amdocs and NVIDIA is setting new standards for CSPs to boost business incomes through the innovative use of GenAI. Ron takes us through the impressive strides the alliance is making, positioning CSPs at the forefront of the GenAI revolution. The discussion covers: The strategic Amdocs and NVIDIA partnership and its impact on CSPs' ability to leverage GenAI for enhanced business outcomes. The launch of Ericsson's Cradlepoint R980 5G Router and S400 IoT appliance aimed at empowering AI-driven applications, along with the introduction of the new Ericsson Wireless Solutions unit. AT&T's demonstration of GenAI capabilities with its AskData GenAI tool, currently leading the GenAI BIRD leaderboard, showcasing its innovative approach to data analysis and decision-making processes.  

On this episode of the Six Five Podcast - Cybersphere, host Shira Rubinoff is joined by Secureworks' Alex Rose, for a conversation that delves into the critical topic of threat intelligence within the sphere of cybersecurity. Their discussion covers: The evolving landscape of cyber threats and the importance of intelligence-driven security strategies. Insightful analysis of recent high-profile cybersecurity incidents and the lessons learned. Secureworks' unique approach to partnering with governments and organizations to fortify defenses. The role of AI and machine learning in enhancing threat detection and response capabilities. The future of cybersecurity and the collaborative efforts needed to mitigate emerging threats.  

On this episode of Six Five On the Road, host Patrick Moorhead is joined by Infoblox's CEO Scott Harrell, for a conversation on redefining network services in the multi-cloud era. Their discussion covers: The evolution of network services in response to the demand for cloud solutions Infoblox's strategic approach to navigating the multi-cloud landscape Future trends in networking and cloud technologies  

On this episode of Six Five Media at HP Imagine, hosts Daniel Newman and Patrick Moorhead are joined by HP's President and CEO Enrique Lores for a conversation on how HP is embracing artificial intelligence to reinvent employee experiences and make the future of work more adaptable and efficient. Their discussion covers: The role of AI in transforming workplace collaboration and productivity. HP's strategic initiatives towards developing AI-driven solutions for businesses. Insights into HP's vision for the future workplace and employee experiences. How technology is shaping the way organizations approach work-life balance. Enrique's perspective on leadership in the era of digital transformation.  

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:   Google Complains to EU About Microsoft https://x.com/danielnewmanUV/status/1839367892275732688 https://finance.yahoo.com/video/google-calls-microsoft-cloud-monopoly-143943051.html https://www.cnbc.com/2024/09/25/google-files-eu-antitrust-complaint-accusing-microsoft-of-stifling-cloud-competition.html https://www.washingtonpost.com/technology/2024/09/25/google-microsoft-antitrust-eu-cloud/   HP Imagine 2024 https://x.com/PatrickMoorhead/status/1838714819484225552 https://x.com/PatrickMoorhead/status/1838627865019191572 https://x.com/PatrickMoorhead/status/1838624716418093071 https://x.com/PatrickMoorhead/status/1838620401263612204 https://x.com/PatrickMoorhead/status/1838613627445874782 https://x.com/danielnewmanUV/status/1838611039837188481 https://x.com/danielnewmanUV/status/1838623309010997595 https://x.com/danielnewmanUV/status/1838619618530988455 https://x.com/danielnewmanUV/status/1838616551387468248   Micron Q4FY24 Earnings https://x.com/danielnewmanUV/status/1839149961033953452 https://finance.yahoo.com/news/micron-stock-soars-as-q1-revenue-forecast-tops-analyst-estimates-123207244.html https://www.thestreet.com/investing/stocks/analysts-race-to-overhaul-micron-stock-price-targets-after-earnings https://seekingalpha.com/article/4723558-micron-heres-why-were-flipping-to-a-buy-after-q4-fy2024-earnings https://investors.micron.com/static-files/b732110d-2b3c-47a5-9dd8-c24fbf5873a0 https://x.com/MicronTech/status/1839052153018790282   GSA US Executive Forum https://x.com/PatrickMoorhead/status/1839395955457806413 https://x.com/PatrickMoorhead/status/1839146220050330098 https://x.com/PatrickMoorhead/status/1839151157044003087 https://x.com/danielnewmanUV/status/1839147265463824518   NetApp Insight 2024 https://x.com/danielnewmanUV/status/1838736360469074283 https://x.com/danielnewmanUV/status/1838773714168746310 https://blocksandfiles.com/2024/09/25/netapp-ai-insight-2024/   Intel Lunar Lake Benchmarks https://x.com/PatrickMoorhead/status/1838685702059626754 https://www.tomsguide.com/computing/laptops/intel-lunar-lake-benchmarks-heres-how-it-compares-to-snapdragon-x-and-apple-m3 https://www.tomshardware.com/pc-components/gpus/we-benchmarked-intels-lunar-lake-gpu-with-core-ultra-9-drivers-still-holding-back-arc-graphics-140v-performance https://x.com/danielnewmanUV/status/1838687548098695625   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

On this episode of the Six Five Podcast – The 5G Factor, host Ron Westfall assesses why T-Mobile's Capital Market Day energized 5G ecosystem interest in AI RAN, how T-Mobile's alliance with NVIDIA, Ericsson, and Nokia can produce an AI RAN "Fantastic Four," a snapshot of the AI RAN market segment including NVIDIA’s competitive position, and why he agrees with Orange that Open RAN can prove its green credentials. The assessment covers: How T-Mobile shrewdly leveraged its Capital Market Day event to unveil its new AI-RAN alliance with NVIDIA, Ericsson, and Nokia.  Why T-Mobile and its key AI RAN partners, NVIDIA, Ericsson, and Nokia, are taking advantage of increased mobile ecosystem interest in AI RAN that is fueled heavily by the accelerating integration of AI throughout RAN portfolio development and deployments.  NVIDIA Aerial AI Radio Frameworks include PyTorch- and TensorFlow-based software libraries to develop and train models for improving spectral efficiency and adding new capabilities to 5G and 6G radio signal processing.  Why the Orange Group is warranted in its confidence that O-RAN-compliant radio units can achieve energy efficiencies comparable to traditional RUs.   

AI PCs for Procurement! The Six Five is On the Road as part of our four-part AI PC series w/ Intel. Daniel Newman and Patrick Moorhead are joined by Intel's Carla Rodriguez, VP & GM Client SW Ecosystem, and Compucom's Michael Monahon, VP & CTO, for a conversation on the critical aspects businesses must consider when procuring AI-enabled PCs. Their discussion covers: The evolving landscape of AI PCs in the business sector Strategic advice for IT procurement teams on selecting AI PCs Insights into the latest AI enhancements in PCs from Intel and Compucom The impact of AI PCs on productivity and cybersecurity Future trends and advancements in AI PC technology  

In this episode of the Six Five Podcast Enterprising Insights, host Keith Kirkpatrick discusses the key highlights, areas of emphasis, and takeaways from Dreamforce, Salesforce's annual user conference. He discusses Agentforce, enhancements to Data Cloud, and the Salesforce Foundation program, among other announcements from the show, and closes out with his weekly Rant or Rave segment.   

In this episode of the Six Five Podcast - Marketing: Art & Science CMO advisor and host Lisa Martin talks with the EMEA CMO of UiPath, Evanna Kearins. Tune in to hear Evanna share how she leveraged her journalism background to excel in B2B marketing, what the blend of artistry and science in UiPath marketing looks like and delivers, and how the Martech stack is influencing the UiPath brand. Their discussion covers: How UiPath Marketing enables the automation leader to deliver AI for the real-world enterprise An in depth exploration of the MarTech stack at UiPath and how it positively impacts pipeline and revenue A peek into some of the the practical applications of data and AI in marketing at UiPath A great “Fail to Fab” story where Evanna and team (at a previous company) converted a challenged product launch into a big company and customer win  

On this episode of our Six Five On The Road series at HP Imagine 2024, HP’s Jim Nottingham, Senior Vice President and Division President Advanced Compute Solutions, joins Daniel Newman and Patrick Moorhead to talk about empowering AI developers and data scientists through innovative computing solutions by HP. Their conversation dives into: The strategic role of the Z by HP creation center in meeting the growing AI development demands. Key advantages of Z by HP Boost for data scientists and AI developers in harnessing enterprise GPUs. How Z by HP Boost promotes GPU resource efficiency and offers an alternative to costly cloud resources. Enhancements introduced by the Z by HP Gen AI Lab to elevate AI creation and improve development impact.

On this episode of the Six Five On The Road series at HP Imagine 2024 HP's Mary Fish, Senior Vice President, Print Software Platform & Solutions, joins Daniel Newman and Patrick Moorhead for a conversation on the groundbreaking innovation, HP Print AI. HP is setting a new standard in the personalized printing arena, and Mary shares insights on how this technology not only surpasses existing AI and print technologies but also how it directly addresses consumer needs. Their discussion covers: The mechanics of HP Print AI and its distinguishing factors in the market The excitement around this innovation and its implications for users The role of consumer feedback in shaping HP Print AI, focusing on data security Future possibilities for AI integration within the print industry  

On this episode of our Six Five On The Road series from HP Imagine 2024, Daniel Newman and Patrick Moorhead are joined by HP's Tuan Tran, President of Imaging and Printing Solutions, for a conversation on transforming the print experience with AI. Their discussion covers: HP's journey since unveiling their vision to use AI in transforming the printing process The biggest pain points in printing that AI aims to solve How AI fosters creativity beyond basic printing needs The role of print in the future of work, enhancing collaboration and productivity The real-world impact of HP's AI solutions in printing on today's customers  

This episode of the Six Five On The Road series at HP Imagine 2024 welcomes HP's Sam Chang, Division President, Consumer PCs with Daniel Newman and Patrick Moorhead for a conversation on how the company is harnessing AI technology to benefit everyday consumers. AI technology remains a topic of significant interest, yet many people are still unsure about its practical benefits in daily life. Their conversation provides insight into this exciting area, discussing the potential advantages, challenges, and the latest HP products designed to empower consumers through AI. Highlights include: The benefits AI technology can bring to the daily lives of consumers Potential advantages of incorporating AI into consumer products Consumer concerns and challenges with AI technology An overview of the latest HP AI-driven products and solutions How HP ensures their AI-powered offerings are user-friendly and focused on consumer needs  

On this episode of our Six Five On The Road series from HP Imagine 2024, Daniel Newman and Patrick Moorhead are joined by HP's Anneliese Olson, SVP and Managing Director, North America, for a conversation on the transformative power of artificial intelligence in the workplace. Their discussion sheds light on HP's Second Annual Work Relationship Index, highlighting how AI usage among knowledge workers has dramatically increased, not only making jobs easier but also opening new opportunities for enjoyment and work-life balance. They dive into: The significant benefits knowledge workers experience by incorporating AI into their work, including higher job satisfaction and improved efficiency. The impact of AI usage on employees' Work Relationship Index scores, revealing a 10% increase among those who use AI in their daily routines. AI and career progression, addressing the importance of proper AI training and the concerns of employees who are not currently using AI.  

The third episode of our Six Five On The Road series at HP Imagine 2024 welcomes HP’s Dave Shull, President of Workforce Solutions, for a conversation with Daniel Newman and Patrick Moorhead about how HP is advancing its strategy to deliver exceptional digital employee experiences. With employees increasingly demanding more personalized and seamless technology interactions at work, HP Workforce Solutions (HPWS) is stepping up by introducing new and enhanced platforms and services designed to anticipate and resolve tech issues before they become disruptive. Their discussion covers: The evolution of the digital employee experience market and what's new at HPWS. The new challenges customers face in creating a positive digital work environment and how HPWS addresses these issues. Announcements made by HPWS at the HP Imagine event, highlighting the launch of new platforms and services. HPWS's focus for the next 1-3 years, centered on seizing big opportunities in improving employee experiences. Strategies for fostering a culture of innovation and creativity within HP to meet lofty goals.  

On this episode of our Six Five On The Road series from HP Imagine 2024, Daniel Newman and Patrick Moorhead are joined by HP's Guayente Sanmartin, Senior Vice President and Division President, Commercial Systems and Displays Solutions for a conversation on how HP is revolutionizing the enterprise world with artificial intelligence. Guayente Sanmartin delves into the innovative realm of AI PCs and shares how HP is making AI a tangible reality that is reshaping our work. Their discussion covers: HP's journey since launching AI PCs and the key learnings, challenges, and customer pain points encountered. How HP is leveraging AI to create new and valuable experiences for PC users. Insights into the Commercial products HP launched, emphasizing their impact and innovation. What sets HP's newest next-gen AI PC apart from competitors, highlighting unique features and capabilities.  

On this first episode of our Six Five On The Road series from HP Imagine 2024, Daniel Newman and Patrick Moorhead sit down with HP's Alex Cho, President of Personal Systems, for a conversation on HP's transformative approach to the future of work through AI. Alex shares insightful perspectives on HP's ambitious endeavors to redefine work dynamics, emphasizing growth, creativity, and breakthrough innovation. This episode delves into the heart of how HP is pioneering the compute landscape with next-generation AI PCs, cutting-edge audio and video AI solutions, and an innovative AI development platform. Their conversation covers: The alignment of these AI innovations with HP's vision for the future of work. Feedback from early adopters of HP's new AI PCs and their impact. Measures HP adopts to ensure user privacy and security amid new AI functionalities. HP's strategies to streamline AI development workflows for corporations. The role of AI in enhancing new video conferencing solutions by HP and their market position.  

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:   Salesforce Dreamforce: Clippy’s Revenge or AI DiWhy? https://x.com/PatrickMoorhead/status/1836184284186734718 https://x.com/PatrickMoorhead/status/1836186297377132646 https://x.com/PatrickMoorhead/status/1836150382772498876 https://x.com/PatrickMoorhead/status/1836139602094309786 https://x.com/PatrickMoorhead/status/1836127091622056180 https://x.com/PatrickMoorhead/status/1836097337091133503 https://x.com/PatrickMoorhead/status/1836104614250434981 https://x.com/PatrickMoorhead/status/1836092834426032518 https://x.com/PatrickMoorhead/status/1836091773283909890 https://x.com/PatrickMoorhead/status/1835825544786837564 https://x.com/danielnewmanUV/status/1836184837394436555 https://x.com/danielnewmanUV/status/1836114902030909846 https://x.com/danielnewmanUV/status/1836090895533510720 https://x.com/danielnewmanUV/status/1836102566800929235 https://x.com/danielnewmanUV/status/1836099199412375716 https://x.com/danielnewmanUV/status/1836098869463257488 https://x.com/danielnewmanUV/status/1836098537215660117 https://x.com/danielnewmanUV/status/1836093854166229446 https://x.com/danielnewmanUV/status/1836093752252993727 https://x.com/danielnewmanUV/status/1836093426900902261 https://x.com/danielnewmanUV/status/1836093238836629734 https://x.com/danielnewmanUV/status/1836093022259548513 https://x.com/danielnewmanUV/status/1836092938138587282 https://x.com/danielnewmanUV/status/1836092656633688530 https://x.com/danielnewmanUV/status/1836548686245228844   Intel’s Crazy News Week, Including A Qualcomm Acquisition? https://x.com/PatrickMoorhead/status/1835772073060553147 https://x.com/PatrickMoorhead/status/1836080610668057079 https://x.com/PatrickMoorhead/status/1835752256118935753 https://x.com/danielnewmanUV/status/1836134343951147121 https://x.com/danielnewmanUV/status/1836149811902546183 https://x.com/danielnewmanUV/status/1835748177401794737 https://x.com/danielnewmanUV/status/1835749151272808681 https://x.com/danielnewmanUV/status/1835364114752999756 https://techcrunch.com/2024/09/16/intel-inks-ai-chip-deal-with-aws-pauses-plans-in-poland-and-germany/   TMobile TBones AT&T & Verizon w/ TPriority https://x.com/PatrickMoorhead/status/1837110609881747788 https://x.com/PatrickMoorhead/status/1836455142859985068 https://www.t-mobile.com/news/business/t-priority-network-slice-for-first-responders https://www.ems1.com/police-products/technology/police-wireless-networking/t-mobile-introduces-t-priority-featuring-the-worlds-first-network-slice-for-first-responders   HPE Gets A BofA Upgrade https://x.com/PatrickMoorhead/status/1836084790858309762 https://x.com/danielnewmanUV/status/1836060691285082141 https://x.com/danielnewmanUV/status/1836083310327685235 https://www.investors.com/news/technology/hpe-stock-upgraded-buy-bank-of-america/ https://www.investopedia.com/hewlett-packard-enterprise-gets-bank-of-america-upgrade-on-ai-cost-cuts-8713934   iPhone 16 Sales - Are You Not Entertained? https://x.com/PatrickMoorhead/status/1837170576001020327 https://finance.yahoo.com/news/apples-iphone-16-goes-sale-143211182.html https://www.cnbc.com/2024/09/18/t-mobile-ceo-says-iphone-16-is-selling-more-than-last-years-model.html https://www.yahoo.com/tech/apples-iphone-16-stores-now-121500770.html https://www.tomsguide.com/phones/iphones/iphone-16-pre-order-sales-have-a-surprising-big-winner-and-a-very-big-loser https://qz.com/apple-iphone-16-pre-orders-sales-intelligence-ai-1851651638   Microsoft & BlackRock Sitting in a Tree https://news.microsoft.com/2024/09/17/blackrock-global-infrastructure-partners-microsoft-and-mgx-launch-new-ai-partnership-to-invest-in-data-centers-and-supporting-power-infrastructure/ https://www.cnbc.com/2024/09/17/microsoft-blackrock-form-gaiip-to-invest-in-ai-data-centers-energy.html https://x.com/PatrickMoorhead/status/1835826494331080785 https://www.thestreet.com/investing/stocks/microsoft-blackrock-and-nvidia-unite-for-30b-ai-power-play https://www.reuters.com/technology/artificial-intelligence/microsoft-blackrock-plan-30-bln-fund-invest-ai-infrastructure-ft-reports-2024-09-17/   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

On this episode of the Six Five Podcast Enterprising Insights, host Keith Kirkpatrick is joined by Robert Kramer, VP and principal analyst at Moor Insights & Strategy, and Guy Currier, CTO at Visible Impact, to discuss the announcements and experiences from Oracle CloudWorld and NetSuite SuiteWorld. He then closes the show by asking them to rant or rave about one item in the enterprise market.

On this episode of the Six Five - Game Time Tech, hosts Melody Brue and Robert Kramer are joined by IBM’s VP of Sports and Entertainment Partnerships, Noah Syken, to discuss IBM’s role in the tech on display at the 2024 US Open Tennis Championships. This year debuts the power of generative AI to add spoken commentary to match highlights, produce match previews, and write hundreds of match summaries called “Match Reports.” Their discussion covers: IBM’s 30+ years of innovation in their partnership with the USTA to revolutionize the digital experience of the 2024 US Open Tennis Championships IBM’s collaboration expanding the tournament's online presence, engaging millions of fans worldwide via USOpen.org and the US Open app Expert insights on how tech and generative AI enhance the tournament experience  

On this episode of Six Five On the Road at Oracle CloudWorld 2024, hosts Daniel Newman and Patrick Moorhead are joined by Oracle's Jason Maynard, Executive VP, Revenue Operations for a conversation on Oracle's unique approach to artificial intelligence. Their discussion covers: The foundational elements that distinguish Oracle's AI strategy from competitors. How Oracle integrates AI across its product and service offerings. The role of data privacy and security in Oracle's AI developments. Oracle's vision for the future of AI in enterprise solutions. Real-world applications and success stories of Oracle's AI technology.  

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:   Apple Glowtime Event https://www.apple.com/apple-events/?&cid=wwa-us-kwgo-features-slid--Brand-AppleLive_Event-Post-&mtid=20925e1t39169&aosid=p238&mnid=sKEdkuFyn-dc_mtid_20925e1t39169_pcrid_712994471261_pgrid_162749654873_pntwk_g_pchan__pexid__ptid_kwd-1759057392164_ https://www.cnet.com/tech/mobile/everything-announced-at-apples-glowtime-event-iphone-16-models-apple-watch-series-10-airpods-4-and-more/ https://twitter.com/PatrickMoorhead/status/1833128241185370502 https://twitter.com/PatrickMoorhead/status/1833226543893770602 https://twitter.com/PatrickMoorhead/status/1833228363009589395 https://twitter.com/danielnewmanUV/status/1833601415421562925 https://twitter.com/danielnewmanUV/status/1833230576561860635 https://twitter.com/danielnewmanUV/status/1833137708283142435 https://twitter.com/danielnewmanUV/status/1834058882747924628   Oracle Database @AWS News https://www.prnewswire.com/news-releases/oracle-and-amazon-web-services-announce-strategic-partnership-302242532.html https://twitter.com/PatrickMoorhead/status/1833601631616929915 https://twitter.com/PatrickMoorhead/status/1833553997908873511 https://twitter.com/PatrickMoorhead/status/1833504719576437142 https://twitter.com/PatrickMoorhead/status/1833247111711990197 https://twitter.com/PatrickMoorhead/status/1833624758891778213 https://twitter.com/PatrickMoorhead/status/1833539426951328220 https://twitter.com/PatrickMoorhead/status/1833599056150728860 https://twitter.com/PatrickMoorhead/status/1833543921441640480 https://twitter.com/PatrickMoorhead/status/1833926092996173963 https://twitter.com/PatrickMoorhead/status/1833909027811868728 https://twitter.com/PatrickMoorhead/status/1833909027811868728 https://twitter.com/PatrickMoorhead/status/1833901129161441624 https://twitter.com/danielnewmanUV/status/1833936428587438137 https://twitter.com/danielnewmanUV/status/1833539088953315473 https://twitter.com/danielnewmanUV/status/1833602170245288438   Oracle Q1FY25 Earnings https://www.oracle.com/at/news/announcement/q1fy25-earnings-release-2024-09-09/ https://twitter.com/danielnewmanUV/status/1833239223241216145 https://twitter.com/danielnewmanUV/status/1833278148181635109 https://twitter.com/PatrickMoorhead/status/1833504719576437142   Is OpenAI Worth 150 Billion? https://www.bloomberg.com/news/articles/2024-09-11/openai-fundraising-set-to-vault-startup-s-value-to-150-billion https://www.nytimes.com/2024/09/11/technology/openai-fund-raising-valuation.html   EU Strikes Down On Google & Apple https://www.nytimes.com/2024/09/10/technology/european-union-apple-google-antitrust.html https://finance.yahoo.com/news/apple-loses-eu-top-court-083043936.html   Real Time Adobe Q3FY24 Earnings Reaction https://finance.yahoo.com/video/adobe-earnings-august-ppi-mortgage-213054776.html https://www.benzinga.com/analyst-ratings/analyst-color/24/09/40822475/adobe-q3-earnings-preview-ai-tools-in-focus-analyst-expects-upside-with-strong-seco https://blog.adobe.com/en/publish/2024/09/11/bringing-gen-ai-to-video-adobe-firefly-video-model-coming-soon   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

On this episode of Six Five On the Road, host Daniel Newman is joined by Amazon Web Services' (AWS) Max Peterson, Vice President of Sovereign Cloud for a conversation on the critical and evolving topic of digital sovereignty and how AWS is navigating these challenges and opportunities. Their discussion covers: The definition and importance of digital sovereignty in today's tech landscape How AWS is leading the conversation and providing solutions for digital sovereignty The balance between global cloud services and local data governance requirements Future trends and predictions for the cloud industry in the context of digital sovereignty Insights into AWS's partnerships and collaborations to enhance digital sovereignty capabilities  

On this episode of the Six Five On the Road, hosts Daniel Newman and Patrick Moorhead are joined by Intel's Novin Kaihani, Sr. Director, GM Client Software Products, and GoTo's Dave Campbell, VP of Products, for a conversation on the latest trends and innovations in endpoint manageability, from virtual remediation to AI-enhanced PCs. Their discussion covers: The evolving landscape of endpoint manageability The role of AI in modern PCs and its impact on manageability Challenges and solutions for virtual remediation in the current IT environment Intel and GoTo's collaborative efforts and their vision for the future of work Key insights on how businesses can prepare for the next wave of technological advancements  

On this episode of the Six Five Podcast - The 5G Factor, we are joined by The Futurum Group's Ron Westfall for a deep dive into the recent Verizon Frontier deal and the latest innovations in 3D and backhaul technologies. The discussion covers: The strategic implications of Verizon’s $20 billion acquisition of Frontier and its impact on the fiber/5G landscape How 3D technologies are being integrated into 5G networks Advances in backhaul technology and their importance for 5G deployment A holographic breakthrough from Telefonica, Ericsson, and MATSUKO How Nokia is jumping on the FCC's E-Band Ruling  

On episode 53 of the Six Five Webcast Infrastructure Matters, hosts Steven Dickens and Camberley Bates from The Futurum Group discuss VMware Explore and the latest developments in infrastructure technology. Their discussion covers: Highlights from VMware Explore: An in-depth look at the key announcements and their implications for the tech industry. The future of infrastructure technology: Expert insights on where infrastructure tech is headed. VMware's strategic initiatives: A deep dive into VMware's current projects and future plans.  

In this episode of the Six Five Podcast - Marketing: Art & Science CMO advisor and host Lisa Martin welcomes VP of Marketing at OSI Digital, Karen Dosanjh. Karen, who was recently honored as one of BC Business magazine's "Women of the Year" in the entrepreneurial leader category, shares how MarTech, communications, and relationships helped her transform OSI Consulting into OSI Digital, to the delight of customers and employees globally. Their discussion covers: How AI and predictive analytics are crucial for understanding customer behavior and future trends. The importance of using AI ethically, emphasizing data privacy and transparency to build trust. How rebranding OSI from a traditional consulting firm to OSI Digital - led by Karen - improved customer engagement and drove revenue growth. How marketing can act as a change agent by addressing internal resistance and aligning brand messaging with modern needs.  

On this episode of the Six Five Webcast DevOps Dialogues, we are joined by Paul Nashawaty and Mitch Ashley from The Futurum Group for a conversation on the pivotal role of Kubernetes, WebAssembly, and the strategies for cloud-native modernization. Their discussion covers: The foundational aspects of Kubernetes and its ecosystem An introduction to WebAssembly and its importance in modern application development Strategies for successful cloud-native modernization and the challenges associated Best practices for integrating Kubernetes and WebAssembly in development projects Future trends in cloud-native technologies and their impact on DevOps practices  

In this episode of the Six Five Podcast Enterprising Insights, host Keith Kirkpatrick discusses the current and future landscape for enterprise application pricing models, which are being impacted by the use of AI agents, generative AI, and the growing demand for linking software expenditures to ROI. He then moves to the Rant or Rave segment, where he picks one item in the market and either champions or criticizes it.

On this episode of the Six Five Webcast - AWS Serverless Series,  hosts Daniel Newman and Patrick Moorhead are joined by Amazon Web Services' Uma Ramadoss and Eric Johnson, Principal Solutions Architect, and Principal Developer Advocate, respectively. Together, we dive into the fascinating world of Building Generative AI Applications with Serverless technology, shedding light on the advancements and best practices facilitated by AWS. Their discussion covers: The foundational elements of generative AI applications in a serverless environment Key benefits and challenges associated with building AI applications without server limitations. Real-world examples of how businesses are leveraging AWS serverless solutions for generative AI. Best practices and tips for developers starting with serverless AI applications. Future directions for generative AI and serverless computing with AWS.  

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:   Latest NVIDIA DOJ Antitrust Conversations https://twitter.com/PatrickMoorhead/status/1831331194761261266 https://twitter.com/PatrickMoorhead/status/1831083609869963483 https://twitter.com/danielnewmanUV/status/1831271181774725292 https://www.cnbc.com/2024/09/04/nvidia-says-it-didnt-receive-antitrust-subpoena-from-doj.html https://fortune.com/2024/09/04/nvidia-stock-market-value-antitrust-doj/   Intel Lunar Lake Copilot+ Chip Announcement https://twitter.com/PatrickMoorhead/status/1830995081140060264 https://twitter.com/danielnewmanUV/status/1831010656461459683 https://twitter.com/danielnewmanUV/status/1831009962547650782 https://twitter.com/danielnewmanUV/status/1831006376287473761 https://twitter.com/danielnewmanUV/status/1831007316189057293 https://www.theverge.com/2024/9/3/24233957/intel-lunar-lake-core-ultra-200v-launch   Qualcomm 8-Core Copilot+ Chip Announcement https://twitter.com/PatrickMoorhead/status/1831291079464763500 https://twitter.com/PatrickMoorhead/status/1831294309368266790 https://twitter.com/PatrickMoorhead/status/1831297439870996939 https://twitter.com/danielnewmanUV/status/1831287991731634407 https://twitter.com/danielnewmanUV/status/1831296565207773212 https://twitter.com/danielnewmanUV/status/1831292181535223868 https://www.qualcomm.com/news/releases/2024/09/qualcomm-expands-performance-leadership-to-more-copilot--pc-user https://www.business-standard.com/technology/tech-news/qualcomm-snapdragon-x-plus-8-core-arm-chip-to-make-copilot-pcs-affordable-124090500360_1.html   Latest Intel Conversations (20A, Arrow Lake, 18A, I-Bankers, IFS Broadcom, Lip-Bu Tan) https://twitter.com/danielnewmanUV/status/1831264995394421014 https://twitter.com/danielnewmanUV/status/1831000797481771165 https://www.yahoo.com/tech/intel-signals-arrow-lake-desktop-174503128.html https://www.tomshardware.com/pc-components/cpus/intel-announces-cancellation-of-20a-process-node-for-arrow-lake-goes-with-external-nodes-instead-likely-tsmc   Broadcom Q3FY24 Earnings https://twitter.com/PatrickMoorhead/status/1831648744179220626 https://twitter.com/PatrickMoorhead/status/1831798095635447913 https://investors.broadcom.com/node/62441 https://finance.yahoo.com/video/broadcom-earnings-beat-q4-revenue-202642315.html   HPE Q3FY24 Earnings https://twitter.com/PatrickMoorhead/status/1831429333577028091 https://twitter.com/danielnewmanUV/status/1831425492219822402 https://www.hpe.com/us/en/newsroom/press-release/2024/09/hewlett-packard-enterprise-reports-fiscal-2024-third-quarter-results.html#:~:text=Third%20Quarter%20Fiscal%202024%20Segment%20Results&text=Financial%20Services%20revenue%20was%20%24879,from%20the%20prior%2Dyear%20period   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

On this episode of The Drill Down Insider, a Six Five Media production, host Cory Johnson is joined by Infleqtion's CEO Matthew Kinsella for a conversation on the intersecting trajectories of quantum computing technology and artificial intelligence. Their discussion covers: The current state of quantum computing technology and its impact on AI development How Infleqtion's unique approach to quantum computing is fueling innovation in AI applications The challenges and opportunities in integrating quantum computing with AI The future landscape of AI and quantum computing and what it means for businesses Insights into Infleqtion's roadmap and future projects  

On this episode of The Drill Down Insider, a Six Five Media production, host Cory Johnson is joined by Elastic's Ashutosh Kulkarni, CEO, for a conversation on the transformative potential of Generative AI and the Vectorization of Search that Elastic is pioneering. Their discussion covers: The impact of Generative AI on search technologies and user experiences Elastic's approach to integrating vector search with conventional search methodologies Future trends in AI and search technologies that businesses should watch out for Practical applications and case studies of Elastic's search technologies in various industries The challenges and opportunities in developing AI-driven search solutions Learn more at Elastic.

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:   NVIDIA Q2FY25 Earnings with Special Guest Dan Ives https://twitter.com/danielnewmanUV/status/1828950129677656440 https://twitter.com/danielnewmanUV/status/1828912048090296611 https://twitter.com/danielnewmanUV/status/1828547617699307905 https://twitter.com/EconomyApp/status/1828895352822657176 https://twitter.com/PatrickMoorhead/status/1828900918122741806 https://twitter.com/PatrickMoorhead/status/1828893310410469838 https://twitter.com/PatrickMoorhead/status/1828526633827119108 https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2025   VMware Explore 2024 https://twitter.com/PatrickMoorhead/status/1828465936162267171 https://twitter.com/PatrickMoorhead/status/1828464851796332765 https://twitter.com/PatrickMoorhead/status/1828554732056789111 https://twitter.com/danielnewmanUV/status/1828527522914672657 https://twitter.com/danielnewmanUV/status/1828464802479644873 https://twitter.com/danielnewmanUV/status/1828465958979264523 https://twitter.com/danielnewmanUV/status/1828465607236522427   Salesforce Q2FY25 Earnings https://twitter.com/danielnewmanUV/status/1828898718671851914 https://twitter.com/EconomyApp/status/1828888998254891172 https://investor.salesforce.com/press-releases/press-release-details/2024/Salesforce-Announces-Second-Quarter-Fiscal-2025-Results/default.aspx   Dell Q2FY25 Earnings https://twitter.com/PatrickMoorhead/status/1828811753163272621 https://twitter.com/PatrickMoorhead/status/1829273137466294646 https://twitter.com/danielnewmanUV/status/1829271449531809865 https://www.dell.com/en-us/dt/corporate/newsroom/announcements/detailpage.press-releases~usa~2024~08~dell-technologies-delivers-second-quarter-fiscal-2025-financial-results.htm#/filter-on/Country:en-us https://www.cnbc.com/2024/08/29/dell-earnings-report-q2-2025.html   Pure Storage Q2FY25 Earnings https://investor.purestorage.com/financial-information/quarterly-results/default.aspx https://www.prnewswire.com/news-releases/pure-storage-announces-second-quarter-fiscal-2025-financial-results-302233325.html https://finance.yahoo.com/news/pure-storage-pstg-q2-earnings-212006305.html https://twitter.com/danielnewmanUV/status/1829194511265747117   HP Inc Q3FY24 Earnings https://twitter.com/danielnewmanUV/status/1828903178408194233 https://investor.hp.com/news-events/news/news-details/2024/HP-Inc.-Reports-Fiscal-2024-Third-Quarter-Results/default.aspx https://x.com/PatrickMoorhead/status/1829193355076534328   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

On this episode of Six Five On The Road at VMware Explore Las Vegas, hosts Daniel Newman and Patrick Moorhead are joined by Broadcom's President and CEO, Hock Tan, for a conversation on highlights from his keynote and impactful events from VMware Explore Las Vegas. Their discussion covers: Insights on what resonated most with attendees at the packed VMware Explore session Feedback from customers and partners gathered during the event Key takeaways Hock Tan wishes for the VMware community from Explore 2024 A reflective close from hosts Pat and Dan on the keynote insights and broader implications  

On this episode of Six Five On The Road at VMware Explore Las Vegas, hosts Daniel Newman and Patrick Moorhead are joined by Chris Wolf, Global Head of AI and Advanced Services, from the VMware Cloud Foundation Division of Broadcom. Chris brings an in-depth perspective on the evolving landscape of private AI and its implications for modern businesses. Our conversation circles around the pivotal shifts in AI deployment strategies and the growing importance of maintaining privacy and security in AI integrations. Their discussion covers: The current state and future prospects of private AI within the enterprise environment. Strategies VMware is implementing to enhance privacy and security in AI solutions. Insights into Broadcom's approaches to fostering innovation in Cloud and AI technologies. The challenges and opportunities businesses face in integrating private AI into their operations. Predictions for the next wave of AI advancements and their impact on the tech industry.  

On this episode of Six Five On The Road at VMware Explore Las Vegas, hosts Daniel Newman and Patrick Moorhead are joined by VMware's Paul Turner, Vice President Products, VMware Cloud Foundation Division for a conversation on the future of VMware Cloud Foundation and its implications for cloud computing. With insights into how Broadcom's recent activities align with VMware's vision, this deep dive explores the evolving landscape of cloud infrastructure and services. Their discussion covers: The strategic vision and roadmap for VMware Cloud Foundation How Broadcom's acquisition impacts VMware Cloud Foundation's strategy Innovations in cloud infrastructure and services planned by VMware The role of VMware Cloud Foundation in facilitating hybrid cloud environments Future trends in cloud technology and VMware’s position within it  

On this episode of Six Five On The Road at VMware Explore Las Vegas, hosts Daniel Newman and Patrick Moorhead are joined by Broadcom's Hock Tan, President and CEO, for a conversation on Broadcom's vision for VMware following its acquisition. The discussion provides valuable insights into the future direction of VMware under Broadcom's leadership, addressing key concerns and opportunities for innovation and growth in the technology sector. Their discussion covers: Broadcom's strategic plans for VMware's integration The potential impact on VMware's customer base and product innovation How this acquisition aligns with Broadcom's long-term goals in the technology industry  

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:   Synopsys Q3FY24 Earnings https://twitter.com/PatrickMoorhead/status/1826367273507971490 https://twitter.com/danielnewmanUV/status/1826352357099122723 https://investor.synopsys.com/news/news-details/2024/Synopsys-Posts-Financial-Results-for-Third-Quarter-Fiscal-Year-2024/#:~:text=Synopsys%20Posts%20Financial%20Results%20for%20Third%20Quarter%20Fiscal%20Year%202024,-August%2021%2C%202024&text=Record%20quarterly%20revenue%20of%20%241.526,over%20year%20and%20exceeding%20guidance.   NVIDIA Earnings Predictions https://twitter.com/danielnewmanUV/status/1826279941844963516 https://www.tipranks.com/news/goldman-sachs-sets-expectations-on-nvidia-stock-ahead-of-earnings https://finance.yahoo.com/news/nvidia-stock-slips-ahead-of-earnings-release-as-wall-street-reiterates-bullish-outlook-175404516.html https://www.thestreet.com/investing/stocks/analyst-resets-nvidia-stock-price-target-before-earnings   Broadcom Wins 1st & 2nd Generation AI ASIC Programs From OpenAI? https://twitter.com/danielnewmanUV/status/1826631682356650231 https://www.benzinga.com/analyst-ratings/analyst-color/24/08/40505439/broadcom-secures-major-wins-with-openai-google-meta-as-it-targets-150b-ai-market   Debating The Size of The AI GPU & ASIC Market https://twitter.com/danielnewmanUV/status/1826438394127221065 https://twitter.com/danielnewmanUV/status/1826298517251342541 https://www.cnbc.com/2024/08/23/how-google-makes-custom-cloud-chips-that-power-apple-ai-and-gemini.html   Windows Recall Gets A Date https://twitter.com/PatrickMoorhead/status/1826413608365863129 https://www.msn.com/en-us/news/technology/recall-just-got-a-release-date-window-for-windows-pcs-here-s-when-you-ll-get-to-test-it/ar-AA1pcu0Y?ocid=BingNewsSerp https://www.windowscentral.com/software-apps/windows-11/microsoft-says-windows-recall-will-enter-public-preview-in-october   Massive Downward Job Revision https://twitter.com/danielnewmanUV/status/1826273339142181042 https://twitter.com/PatrickMoorhead/status/1826334206772834474 https://www.cnbc.com/2024/08/21/us-job-growth-revised-down-by-the-most-since-2009-why-this-time-is-different.html https://seekingalpha.com/article/4716491-3-implications-from-the-massive-downward-jobs-revision   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:   AMD Acquires ZT Systems for AI Rack Design Capabilities https://www.forbes.com/sites/patrickmoorhead/2024/08/19/amd-boosts-gpu-server-design-capabilities-with-zt-systems-acquisition/ https://x.com/patrickmoorhead/status/1825484205419102242?s=46&t=YiEHo6jc4-PozRf_efr9PA https://x.com/PatrickMoorhead/status/1825528793349386553   DOJ Considers Breaking Up Google https://twitter.com/danielnewmanUV/status/1823563936823755225 https://www.nytimes.com/2024/08/13/technology/google-monopoly-antitrust-justice-department.html https://www.bloomberg.com/news/articles/2024-08-13/doj-considers-seeking-google-goog-breakup-after-major-antitrust-win   Cisco Q4FY24 Earnings https://twitter.com/PatrickMoorhead/status/1823835829405442247 https://twitter.com/danielnewmanUV/status/1823818590925283805 https://newsroom.cisco.com/c/r/newsroom/en/us/a/y2024/m08/cisco-reports-fourth-quarter-and-fiscal-year-2024-earnings.html#:~:text=Cisco%20today%20reported%20fourth%20quarter,billion%20or%20%240.87%20per%20share. https://www.fierce-network.com/cloud/more-layoffs-cisco-profit-tanks https://x.com/jpatel41   Lenovo Q1FY24/25 Earnings https://twitter.com/danielnewmanUV/status/1824158999606125041 https://news.lenovo.com/pressroom/press-releases/q1-fy-2024-25/ https://www.reuters.com/technology/lenovo-q1-revenue-jumps-20-beats-estimates-pc-market-recovers-2024-08-15/   HPE To Acquire Morpheus Data https://twitter.com/PatrickMoorhead/status/1824129805073223929 https://twitter.com/danielnewmanUV/status/1824100712202064162 https://finance.yahoo.com/news/hewlett-packard-enterprise-acquire-morpheus-130000545.html https://seekingalpha.com/news/4140436-hewlett-packard-stock-rises-on-deal-to-acquire-morpheus-data   Huawei To Introduce A Chip In Chinese Market To Compete With NVIDIA? https://twitter.com/danielnewmanUV/status/1823341668575199727 https://www.cnbc.com/2024/08/14/chinas-huawei-set-to-release-ai-new-chip-to-challenge-nvidia-wsj-says.html#:~:text=Huawei%20is%20preparing%20to%20launch,testing%20the%20chip%2C%20Ascend%20910C   Coherent Q4FY24 Earnings https://twitter.com/PatrickMoorhead/status/1824191170882277686 https://twitter.com/danielnewmanUV/status/1824203518888329713 https://www.coherent.com/news/press-releases/fourth-quarter-and-full-fiscal-year-2024-results#:~:text=Revenue%20for%20the%20fourth%20quarter,per%20diluted%20share%20of%20%240.61   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

On this episode of the Six Five On the Road at BlackHat 2024, host Shira Rubinoff is joined by IBM's Guy Shanny, Global Data Security Leader, Co Founder & CEO, Polar Security, and Matthew Shriner, Global Threat Management Partner & Portfolio Leader, for a conversation on securing AI against emerging threats. Their discussion covers: The current landscape of AI security challenges Innovative strategies businesses are employing to safeguard AI The role of collaboration between tech companies in enhancing AI security IBM's approach to threat management in the context of AI Future trends in AI security and threat management Learn more at IBM.

On this episode of the Six Five in the Booth, host Paul Nashawaty is joined by Flexera’s Kristian Dell'Orso, Vice President, Site Reliability Engineering & Site Leader, highlighting their collaboration with Nobl9 for a conversation on becoming an SRE-driven organization. This in-depth discussion explores the transformative impact of adopting Service Level Objectives (SLOs) over traditional Service Level Agreements (SLAs), and how Flexera has shifted its approach to prioritize reliability and enhance customer experiences. Their discussion covers: The transition from SLAs to SLOs at Flexera and its impact on organizational key performance indicators (KPIs), including improvements in reliability and customer experience. The limitations of SLAs in capturing the full spectrum of service reliability and customer satisfaction, and the move towards a more proactive and accountable approach within organizations. How adopting SLOs has led to consistency in measuring reliability across different groups in the company, fostering a culture of accountability and transparency.   Learn more how Nobl9 and Flexera articulates its strategy:  Customer testimonial/webinar  SLOConf Presentation 

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:   Marvell Structera To Solve Memory Challenges For Cloud Providers https://www.marvell.com/company/newsroom/marvell-introduces-breakthrough-structera-cxl-product-line-to-address-server-memory-bandwidth-and-capacity-challenges-in-cloud-data-centers.html   GlobalFoundries Q2FY24 Earnings https://twitter.com/PatrickMoorhead/status/1820962443918492060 https://twitter.com/danielnewmanUV/status/1820839889811677610 https://twitter.com/danielnewmanUV/status/1820843295045550493 https://investors.gf.com/news-releases/news-release-details/globalfoundries-reports-second-quarter-2024-financial-results   Google Deemed A Monopoly In DOJ Ruling https://twitter.com/PatrickMoorhead/status/1820572688047546408 https://www.washingtonpost.com/technology/2024/08/05/doj-google-monopoly-trial-judgment/   CrowdStrike Aftermath: Microsoft Fires Back At Delta https://twitter.com/danielnewmanUV/status/1820860195368513754 https://twitter.com/PatrickMoorhead/status/1820870312805732660 https://abcnews.go.com/US/wireStory/microsoft-hits-back-delta-after-airline-months-tech-112626967#:~:text=Microsoft%20is%20joining%20cybersecurity%20software,a%20technology%20outage%20last%20month.   New Intel SVP & GM Provides Foundry Updates https://twitter.com/danielnewmanUV/status/1820943625196597424 https://twitter.com/PatrickMoorhead/status/1820934976604377589   OpenAI Revolving Door Of Founders & Executives https://twitter.com/danielnewmanUV/status/1820630985844609048 https://twitter.com/danielnewmanUV/status/1820630323488776667   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

On this episode of the Six Five, Daniel Newman is joined by Groq's Mark Heaps, Chief Tech Evangelist, for a conversation on Groq's significant progress in the realm of AI acceleration. This discussion delves into Groq's successful Series D fundraising, strategic shifts, technological advances, and its mission to make AI more accessible. Their discussion covers: The pivotal role of AI accelerators and GPUs in the tech industry and Daniel's insights as an advisor and investor in Groq. Groq's announcement of their $640 million Series D fundraising success and its impact on the company's valuation. Groq's remarkable technological strides, including the development of a new chip in partnership with Samsung, transitioning from 14-nanometer to 4-nanometer technology. The significant strategic pivots Groq has undertaken, such as major acquisitions and a shift towards offering cloud solutions, aimed at enhancing their market position. Groq's effort to democratize AI by making their technology accessible and affordable, supporting open-source models, and providing free access to developers.  

On this episode of the Six Five Webcast, host Paul Nashawaty is joined by Jen Aspesi, Sr. Consultant DevOps and Automation Marketing for ISG at Dell Technologies. Jen shares her profound insights on the pivotal role of Infrastructure as Code, the emerging trends in Platform Engineering, and the transformative impact of Generative AI in advancing DevOps practices. Their discussion covers: Summarize the following into one short sentence: The evolution and growing importance of Infrastructure as Code (IaC) in DevOps. Key strategies and best practices for implementing effective Platform Engineering. The integration and influence of Generative AI technologies in DevOps workflows. The future outlook of DevOps with the rise of Generative AI and automation technologies. Insights into how organizations can adapt to these changes to enhance their DevOps capabilities.  

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:   Intel Q2CY24 Earnings https://twitter.com/danielnewmanUV/status/1818713425574330383 https://x.com/PatrickMoorhead/status/1819102693064835247   Qualcomm Q3FY24 Earnings https://twitter.com/PatrickMoorhead/status/1818755388709179713 https://twitter.com/danielnewmanUV/status/1818742103146742218 https://investor.qualcomm.com/ https://www.cnbc.com/2024/07/31/qualcomm-qcom-earnings-report-q3-2024.html   AMD Q2CY24 Earnings https://twitter.com/PatrickMoorhead/status/1818386618941952204 https://twitter.com/danielnewmanUV/status/1818386204792177047 https://ir.amd.com/news-events/press-releases/detail/1209/amd-reports-second-q08224uarter-2024-financial-results   Arm Q1FY25 Earnings https://twitter.com/PatrickMoorhead/status/1818767384389599580 https://twitter.com/danielnewmanUV/status/1818755380039893493 https://twitter.com/danielnewmanUV/status/1818779510160212103 https://investors.arm.com/financials/quarterly-annual-results?utm_source=twitter&utm_medium=social-organic&utm_content=newsroom&utm_campaign=mk29_exec-comms_na   Lattice Q2CY24 Earnings https://twitter.com/PatrickMoorhead/status/1818371871295127925 https://twitter.com/danielnewmanUV/status/1818422783283454242 https://markets.businessinsider.com/news/stocks/lscc-stock-earnings-lattice-semiconductor-for-q2-of-2024-10336   Microsoft Q4FY24 Earnings https://twitter.com/PatrickMoorhead/status/1818383375071428614 https://twitter.com/danielnewmanUV/status/1818384036647387579 https://www.google.com/finance/quote/MSFT:NASDAQ   Amazon Q2 Earnings https://x.com/danielnewmanUV/status/1819103171471725044 https://x.com/danielnewmanUV/status/1819111841307808180 https://www.cnbc.com/2024/08/01/amazon-amzn-q2-earnings-report-2024.html   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

The Six Five is "On The Road" with VAST Data's CEO, Renen Hallak at their HQ in NYC. Hosts Daniel Newman and Patrick Moorhead discuss their upcoming “Cosmos” event, VAST Data’s role in AI and how AI is reshaping society and business, offering efficiency gains and customer benefits, but also presenting new challenges. Stay tuned as Vast is aiming to deliver the OS for AI. Their discussion covers: The evolution of VAST Data and its mission in the AI landscape Breakthrough technologies that are driving AI advancements at VAST Data Real-world use cases and customer success stories The importance of data infrastructure in scaling AI applications Future directions for VAST Data in AI and data storage  

On this episode of the Six Five On The Road, hosts Keith Townsend and Dave Nicholson are joined by AMD's Robert Hormuth and Mark Orthodoxou for a conversation on how AMD and Solidigm are collaborating to power the open AI ecosystem. Their discussion covers: The strategic partnership between AMD and Solidigm and its impact on the AI industry. Innovations in data center solutions and Instinct Data Center GPUs by AMD. The evolving landscape of AI technologies and their applications. The role of AMD and Solidigm in fostering an open AI ecosystem. Challenges and opportunities in the current AI market.  

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:   SAP Q2FY24 Earnings https://twitter.com/PatrickMoorhead/status/1815509821782712744 https://twitter.com/danielnewmanUV/status/1815481693773410329 https://twitter.com/danielnewmanUV/status/1815583190901240187 https://news.sap.com/2024/07/sap-announces-q2-2024-results/ https://finance.yahoo.com/news/sap-q2-results-top-estimates-170347041.html   Google Q2FY24 Earnings https://twitter.com/danielnewmanUV/status/1815845517810868523 https://twitter.com/danielnewmanUV/status/1815858305341775910 https://abc.xyz/assets/19/e4/3dc1d4d6439c81206370167db1bd/2024q2-alphabet-earnings-release.pdf   Rumored NVIDIA B20 For China https://twitter.com/PatrickMoorhead/status/1815527029166473600 https://twitter.com/danielnewmanUV/status/1815588486243610871 https://www.reuters.com/technology/nvidia-preparing-version-new-flaghip-ai-chip-chinese-market-sources-say-2024-07-22/ https://www.tweaktown.com/news/99462/nvidia-working-on-b20-ai-gpu-for-china-compliant-with-us-regulations-enters-production-soon/index.html   IBM Q2FY24 Earnings https://twitter.com/danielnewmanUV/status/1816247781922857156 https://finance.yahoo.com/news/ibms-q2-earnings-revenues-beat-110400705.html https://www.ibm.com/downloads/cas/9Q14L10Z   Another Day, Another Apple Booting Qualcomm Rumor https://twitter.com/danielnewmanUV/status/1816182581207130575 https://appleinsider.com/articles/24/07/24/apple-has-reportedly-dropped-qualcomm-modems-on-two-2025-iphones https://www.cnet.com/tech/mobile/apple-may-ditch-qualcomms-5g-modems-in-some-2025-iphones-report-says/   ServiceNow Q2FY24 Earnings https://twitter.com/danielnewmanUV/status/1816229786873966825 https://www.servicenow.com/company/media/press-room/second-quarter-2024-earnings.html https://markets.ft.com/data/announce/detail?dockey=600-202407241610BIZWIRE_USPRX____20240724_BW663858-1   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

On this episode of the Six Five Webcast, host Paul Nashawaty is joined by Dell Technologies’ Nivas Iyer, Sr. Principal Product Manager, for a conversation on overcoming data storage challenges in modern IT environments, transitioning from traditional VMs to Kubernetes. Their discussion covers: The evolution of data storage from VMs to Kubernetes. Key challenges businesses face when managing data storage in Kubernetes environments. Best practices for implementing data storage solutions in Kubernetes. Dell Technologies' approach to simplifying data storage for Kubernetes. Predictions for the future of data storage and Kubernetes.  

On this episode of the Six Five On the Road, hosts Dave Nicholson and Alastair Cooke are joined by WEKA's Shimon Ben David, Chief Technology Officer, for a conversation on how WEKA's solutions, including the WEKApod Data Platform Appliance, are designed to keep storage technology in pace with the rapidly evolving demands of today's AI workloads. Their discussion covers: The challenges that current AI workloads pose to traditional storage systems. An overview of WEKApod Data Platform Appliance and its capabilities. How WEKA's solutions are helping organizations optimize their data infrastructure for AI. Trends in AI that are shaping the future of storage technology. Insights into the partnership with Solidigm and its impact on advancing AI storage solutions.  

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:   Crowdstrike Global Meltdown https://x.com/PatrickMoorhead/status/1814270507602116769   Meta Won't Do GAI In EU Or Brazil https://thehackernews.com/2024/07/meta-halts-ai-use-in-brazil-following.html https://www.bbc.com/news/articles/c7291l3nvwvo https://www.reuters.com/technology/artificial-intelligence/meta-decides-suspend-its-generative-ai-tools-brazil-2024-07-17/   HP Imagine AI 2024 https://www.hp.com/us-en/newsroom/press-kits/2024/hp-imagine-ai.html https://www.hp.com/us-en/newsroom/press-releases/2024/HP-Takes-AI-Leadership-to-the-Next-Level.html   TSMC Q2FY24 Earnings https://twitter.com/danielnewmanUV/status/1813905186756145196 https://twitter.com/danielnewmanUV/status/1813911397950001327 https://investor.tsmc.com/english/quarterly-results/2024/q2   AMD Zen 5 Tech Day https://www.kitguru.net/components/cpu/matthew-wilson/everything-we-learned-at-amds-zen-5-tech-day/ https://www.tomshardware.com/pc-components/cpus/amd-deep-dives-zen-5-ryzen-9000-and-strix-point-cpu-rdna-35-gpu-and-xdna-2-architectures   Apple Using YouTube To Train Its Models? https://timesofindia.indiatimes.com/technology/tech-news/apple-ai-model-trained-on-youtube-this-is-what-the-company-has-to-say/articleshow/111837078.cms https://www.macrumors.com/2024/07/18/apple-intelligence-not-trained-on-youtube/   NVIDIA Announces Mistral NeMo 12B NIM https://mistral.ai/news/mistral-nemo/?ref=upstract.com https://venturebeat.com/ai/nvidia-and-mistrals-new-model-mistral-nemo-brings-enterprise-grade-ai-to-desktop-computers/ https://www.forbes.com/sites/moorinsights/2024/07/18/mistral-nemo-analyzing-nvidias-broad-model-support/   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Dive into the future of cybersecurity in the latest episode of Connected, hosted by Diana Blass!  Discover how enterprises are moving from siloed solutions to integrated, autonomous tools for enhanced protection in the AI era, and see how the tech market is evolving. We explore the topic through the lens of Cisco, a networking company that's become increasingly competitive in cybersecurity following its acquisition of Splunk. Hear exclusive interviews with Krista Macomber and Steven Dickens from The Futurum Group, plus top executives from Cisco. Tune in now!

On this episode of the Six Five Media Webcast, Dave Nicholson is joined by Kyndryl, Intel, and Dell Technologies representatives Kevin Hazard, Nuri Cankaya, and Jonathan Seckler for a conversation on Making Enterprise AI Real. This comprehensive discussion outlines how enterprises can implement AI swiftly, the innovative AI factory model by Dell, readiness for current AI applications, and the crucial role of companies like Kyndryl, Intel, and Dell Technologies in facilitating AI integration within corporate strategies. Their discussion covers: The transformative potential of AI factories by Dell for enterprises to scale AI infrastructure. The need for enterprises to adopt new skills and expertise to capitalize on AI technologies, with guidance from Kyndryl. Intel’s introduction of advanced CPU and GPU technologies tailored for enhanced AI capabilities and infrastructure. The readiness of enterprises for AI integration, featuring insights from Intel on technology, ecosystem support, and development programs. Strategies for enterprises to kick-start their AI initiatives, including planning for future technology advancements with Dell's AI Ops and partnership insights.  

On this episode of the Six Five On the Road, hosts Keith Townsend and Dave Nicholson are joined by VMware User Group’s Brad Tompkins, Executive Director, for a conversation on the latest updates and insights following VMware's acquisition by Broadcom. Their discussion covers: The impact of Broadcom's acquisition of VMware on the user community. The anticipated changes in VMware's product and service offerings. VMUG's strategy to support its members during this transition. Key initiatives VMUG is focusing on to enhance value for its members. Overview of upcoming VMUG events and how to get involved.  

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:   AWS Summit New York 2024 https://twitter.com/PatrickMoorhead/status/1810676779654226268 https://twitter.com/danielnewmanUV/status/1811059782033285379 https://twitter.com/danielnewmanUV/status/1811053879448215671 https://twitter.com/danielnewmanUV/status/1811061651291931120 https://twitter.com/danielnewmanUV/status/1811059273960476776 https://twitter.com/danielnewmanUV/status/1811054822583365655 https://twitter.com/danielnewmanUV/status/1811065656617345120   Samsung Galaxy Unpacked July 2024 https://twitter.com/PatrickMoorhead/status/1811031791198679116 https://twitter.com/PatrickMoorhead/status/1811030235430711653 https://twitter.com/PatrickMoorhead/status/1811027699411963991 https://twitter.com/PatrickMoorhead/status/1811026412783952060 https://twitter.com/PatrickMoorhead/status/1811024706155299010 https://twitter.com/PatrickMoorhead/status/1810279226177700335 https://twitter.com/PatrickMoorhead/status/1811044452015771985 https://twitter.com/PatrickMoorhead/status/1811041855288590436 https://twitter.com/PatrickMoorhead/status/1811038633266209089 https://twitter.com/PatrickMoorhead/status/1811037797395898691 https://twitter.com/PatrickMoorhead/status/1811035679897375059 https://twitter.com/PatrickMoorhead/status/1811033738626670624   Apple & Microsoft Leave OpenAI Board https://www.washingtonpost.com/technology/2024/07/10/openai-board-microsoft-apple-withdraw/ https://www.bloomberg.com/news/articles/2024-07-10/microsoft-quits-openai-board-after-antitrust-scrutiny-grows   AMD Acquires Silo https://www.forbes.com/sites/marcochiappetta/2024/07/10/amd-to-acquire-silo-ai-to-accelerate-the-companys-ai-ambitions/ https://www.investors.com/news/technology/amd-stock-chipmaker-to-buy-silo-ai/ https://www.ft.com/content/7b8d2057-2687-45b3-bae4-1488a75ac5b2   Sequoia/A16Z/Goldman Rain On The AI Parade https://finance.yahoo.com/news/goldman-strategists-big-tech-ai-085521628.html https://boingboing.net/2024/07/10/goldman-sachs-warns-that-ai-could-be-a-bad-investment.html https://www.sequoiacap.com/article/ai-data-center-buildout/ https://www.tomshardware.com/tech-industry/artificial-intelligence/ai-industry-needs-to-earn-dollar600-billion-per-year-to-pay-for-massive-hardware-spend-fears-of-an-ai-bubble-intensify-in-wake-of-sequoia-report   Oracle & Palantir Foundry & AI Platform https://www.oracle.com/news/announcement/oracle-and-palantir-unlock-new-innovation-in-cloud-and-ai-to-power-businesses-and-governments-around-the-world-2024-07-09/ https://finance.yahoo.com/news/oracle-orcl-partners-palantir-accelerate-121200671.html   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

On this episode of the Six Five On The Road, host Patrick Moorhead is joined by Samsung Electronics B2B America SVP & GM Brad Haczynski, for a conversation on Samsung B2B’s latest innovations revealed at Samsung Unpacked. Their discussion covers: Brad Haczynski's role within Samsung and his perspectives on the latest Samsung Unpacked announcements. The significance of Samsung's sixth generation of foldable devices and their appeal to the business sector. Key business-oriented features of the Samsung Galaxy Z Fold6 and how they cater to the needs of professionals. Samsung's approach to integrating AI into mobile devices and the benefits for business users. The evolving role of wearable technology in the business ecosystem and what Samsung's latest wearables offer to corporate users.  

On this episode of the Six Five On the Road, hosts Keith Townsend and Lisa Martin are joined by Dell Technologies' Matt Baker, SVP - AI Enablement for a conversation on Dell's Density Journey, highlighting their collaboration with Solidigm. During this thought-provoking discussion, Matt shares insights into how Dell Technologies is navigating the intricate landscape of AI enablement, their partnership with Solidigm, and the impact this journey is having on technology density and innovation. Their discussion covers: The strategic partnership between Dell Technologies and Solidigm and its significance. Innovations in technology density and how it is reshaping the AI landscape. Challenges and opportunities in AI enablement from an industry perspective. Insights into future trends in technology density and AI capabilities. Practical applications of these innovations in real-world scenarios.  

On this episode of the Six Five On the Road, host Keith Kirkpatrick is at PegaWorld 2024, joined by Wells Fargo's Sangeeta Doss, Operations Executive - Estate Care Center at Wells Fargo, for a conversation on how Wells Fargo is transforming the approach to estate settlement through the integration of empathy and efficiency. Their discussion covers: The challenges faced by individuals and families during the estate settlement process How Wells Fargo's Estate Care Center is leveraging technology to improve the overall experience The role of empathy in financial services and its impact on customer satisfaction Strategies for balancing technological efficiency with personal touch in sensitive situations Future directions for Wells Fargo in enhancing customer care in estate settlements  

On this episode of the Six Five On the Road, hosts Alastair Cooke and Lisa Martin are joined by Kamiwaza.ai's Luke Norris, CEO for a conversation on how Kamiwaza.ai is leading the charge in the AI revolution, aiming to redefine the enterprise scale AI with a focus on private data agents and autonomous processes, enabling the 5th Industrial revolution. Their discussion covers: The mission and vision behind Kamiwaza.ai, aiming for 1 trillion inferences per day. How data privacy and efficient processing stand at the core of Kamiwaza.ai's technology. The use of 'Inference Mesh' and RAG technology to deploy AI across various environments. The significant role of agents and autonomous processes in driving the 5th Industrial Revolution. The future of enterprise-scale AI and how Kamiwaza.ai is setting the stage for new possibilities in the industry.  

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:   Micron Q3FY24 Earnings https://investors.micron.com/news-releases/news-release-details/micron-technology-inc-reports-results-third-quarter-fiscal-2024 https://www.cnbc.com/2024/06/26/micron-shares-slide-after-revenue-forecast-fails-to-top-estimates.html https://finance.yahoo.com/news/micron-technology-mu-stock-trades-164706907.html https://twitter.com/danielnewmanUV/status/1806162044187803784   Our First Personal Impressions On Copilot+ PC https://twitter.com/PatrickMoorhead/status/1806346748840869953 https://twitter.com/PatrickMoorhead/status/1805659409273463240 https://twitter.com/danielnewmanUV/status/1805696398094221635   Google Kills Endless Scroll https://www.theverge.com/2024/6/25/24185727/google-search-continuous-scrolling-doomscrolling-graveyard https://www.zdnet.com/article/google-search-kills-infinite-scroll-heres-what-it-means-for-you-and-websites/   Lenovo AI Announcements https://news.lenovo.com/pressroom/press-releases/lenovo-accelerates-ai-with-solutions-that-fast-track-ai-use-cases-for-every-industry/   Google Updates Vertex AI https://www.theverge.com/2024/6/27/24187534/google-vertex-ai-developer-search-features-third-party-data https://venturebeat.com/ai/google-to-shore-up-vertex-ais-enterprise-credentials-with-addition-of-mistral-small-large-and-codestral-models/   Synopsys At DAC https://www.synopsys.com/blogs/chip-design/ai-chip-design-dac-2024.html   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

On this episode of The Six Five Webcast, host Steven Dickens talks with Scott Fagen, President of SHARE, about the upcoming event in Kansas City. Watch Steven and Scott to learn more about how SHARE: Has become the largest independent mainframe systems event. Offers extensive educational sessions and networking opportunities. Provides opportunities for discussions, collaborations, and influence on vendor directions.  

In this episode of Connected, Diana Blass explores Dell Tech World, uncovering the cutting-edge infrastructure powering AI in enterprises. From robots to farms, witness next-gen servers and edge devices in action. The challenge? Scaling these technologies to maximize computational power efficiently while keeping costs and energy consumption in check. Discover more in our latest episode!  

On this episode of the Six Five On the Road, Keith Townsend and Dave Nicholson are joined by Ocient's Shantan Kethireddy, Vice President of Customer Solutions for a conversation on the impact of AI on scalability, both technically and environmentally, and how Ocient's high-density storage solutions are addressing these challenges. Their discussion covers: An overview of Ocient and its role in enabling data-intensive analysis with an emphasis on performance, cost, and energy efficiency. The importance of high-density storage in delivering efficient data solutions and the partnership with Solidigm to achieve this. Insight into the types of customers and workloads Ocient supports, showcasing the versatility of their solutions across various sectors. How Ocient is addressing the technical and environmental scalability challenges posed by AI, focusing on optimizing hardware efficiency and minimizing energy consumption. Shantan's anticipation for the future of hardware innovation revealed at Dell Tech World and its implications for Ocient's service delivery.  

On this episode of the Six Five Webcast - AWS Serverless Series, Keith Townsend is joined by Amazon Web Services' AWS Lambda Usman Khalid and Spencer Dillard for a conversation on leveraging AWS Serverless technologies to achieve rapid innovation without compromising security. Their discussion covers: The advantages of the Serverless operating model versus traditional application development Common security challenges in modern application development and how AWS addresses these The shared responsibility model for securing Serverless applications on AWS Built-in protections provided by AWS Serverless services like AWS Lambda and Amazon ECS with AWS Fargate How the ephemeral nature of Serverless resources contributes to security  

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:   HPE Discover 2024 https://twitter.com/PatrickMoorhead/status/1803456652202615200 https://twitter.com/PatrickMoorhead/status/1803112603952332898 https://twitter.com/PatrickMoorhead/status/1803161169487937863 https://twitter.com/PatrickMoorhead/status/1803107152309133393 https://twitter.com/PatrickMoorhead/status/1803099434047475875 https://twitter.com/danielnewmanUV/status/1803191780088881156 https://twitter.com/danielnewmanUV/status/1803107665260028363 https://twitter.com/danielnewmanUV/status/1803109611798753725 https://twitter.com/danielnewmanUV/status/1803086509408751642   Apple Halt On Vision Pro? https://readwrite.com/apple-halts-work-on-vision-pro-turns-focus-to-releasing-a-cheaper-vision-headset-next-year/ https://9to5mac.com/2024/06/18/why-the-vision-pro-2-shutdown-actually-points-to-a-brighter-apple-vision-future/   Pure Storage Accelerate 2024 https://twitter.com/PatrickMoorhead/status/1803540142587781286 https://twitter.com/danielnewmanUV/status/1803539488318394848 https://twitter.com/PatrickMoorhead/status/1803862404364968022 https://twitter.com/PatrickMoorhead/status/1803827298250154364 https://twitter.com/danielnewmanUV/status/1803539488318394848   The 3 Trillion Battle - World’s Most Valuable Companies https://twitter.com/danielnewmanUV/status/1803195987110010889 https://twitter.com/danielnewmanUV/status/1803156963301400940 https://twitter.com/danielnewmanUV/status/1803167696869269815 https://twitter.com/danielnewmanUV/status/1802850071429742696 https://twitter.com/danielnewmanUV/status/1802767292662513803 https://finance.yahoo.com/news/nvidia-becomes-world-most-valuable-185546829.html https://www.nytimes.com/2024/06/18/technology/nvidia-most-valuable-company.html   Dell Tech x.AI Ai Deal https://finance.yahoo.com/news/dell-super-micro-shares-jump-140329801.html https://www.bloomberg.com/news/articles/2024-06-20/dell-super-micro-shares-jump-on-reports-of-ai-factory-for-elon-musk-s-xai https://www.investopedia.com/musk-says-dell-super-micro-computer-will-provide-hardware-for-his-ai-startup-8666455   Copilot + PCs Ship https://twitter.com/danielnewmanUV/status/1803060301044064442 https://twitter.com/PatrickMoorhead/status/1802901013051080756 https://www.engadget.com/here-are-all-of-the-copilot-pcs-with-snapdragon-x-chips-that-were-released-today-104404765.html https://learn.microsoft.com/en-us/windows/ai/npu-devices/   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

On this episode of the Six Five In the Booth, host Melody Brue is joined by Shure's Sam Sabet, CTO, at InfoComm 2024, for a conversation on Shure's latest developments in audio technology, their end-user centric design philosophy, and what the future holds for the company. Their discussion covers: How Shure’s end-user centric design philosophy shapes their product development process and the overall customer experience. A deep dive into the Microflex MXW neXt 2, discussing its key features and versatility for various user needs. Insights into the Shure Cloud Beta launched at ISE, including the significance of a cloud portal for device management. Shure’s approach to security within its cloud portal solutions.  

On this episode of the Six Five on the Road, Daniel Newman and Patrick Moorhead break down the latest developments and key messages shared by Intel at Computex 2024. Their discussion covers: Intel's showing at Computex 2024  The announcements of Xeon 6 for the data center, AI accelerators Gaudi 2 & 3, and AI PC processor Lunar Lake The execution of Lunar Lake and Xeon 6 processors (which are on time or even ahead of schedule) Intel's AI PC strategy  The need to show more real-world use cases for Gaudi in the data center   Learn more at Intel at Computex 2024.

On this episode of On The Road at Pure//Accelerate 2024, we are joined by Pure Storage's Prakash Darji and Shawn Hansen, GM Digital Experience Business Unit and GM Core Platforms, respectively, for a conversation on Pure Storage's latest digital experience initiatives, storage solutions, and AI strategies. Their discussion covers: Insights into Pure Storage's latest digital experience initiatives The impact of evolving storage technologies on enterprise IT strategies Pure Storage’s approach to sustainability in data management Challenges and solutions in current data storage trends The future of data storage and Pure Storage’s roadmap Learn more at Pure Storage.

On this episode of the Six Five On The Road, hosts Daniel Newman and Patrick Moorhead are joined by Pure Storage's CEO, Charles Giancarlo, for a conversation on the future of storage solutions and AI innovations at Pure//Accelerate 2024. Their discussion covers: Charles Giancarlo's insights on the evolving landscape of data storage and management New technologies and solutions unveiled at Pure//Accelerate 2024 The role of AI and machine learning in advancing storage solutions Strategies for ensuring data security and privacy in storage solutions Pure Storage's vision for the future of digital infrastructure Learn more at Pure Storage.

On this episode of the Six Five Webcast, host Steven Dickens is joined by IBM's Spurthi Kommajosula, Product Manager, IBM Data Product Hub for a conversation on enhancing data and AI outcomes through modern data sharing solutions. Our discussion covers: The critical nature of data sharing in today's digital environment. Common inefficiencies in current data exchange methods, including manual delivery and lack of data quality. The significant benefits of adopting a data-as-a-product mindset, emphasizing quick value realization, cost efficiency, and improved governance. Exploring the primary features and advantages of an internal data marketplace. Concluding thoughts and actions to further engage with IBM's Data Product Hub.  

On this episode of the Six Five On The Road, hosts Patrick Moorhead and Daniel Newman are joined by Pure Storage's Maciej Kranz, GM, Enterprise, for a conversation on navigating the complexities and risks in the rapidly evolving AI landscape. With insights from Pure Storage's recent survey, Maciej sheds light on how organizations are gearing up for AI-driven transformation while managing the inherent risks. Their discussion covers: The multifaceted nature of risks in today's technology landscape as outlined in Pure Storage's survey. Insights from CIOs on the balance between innovation and risk management, highlighting the pressure to innovate amidst escalating challenges. The urgency of AI initiatives for future growth, with a focus on the readiness of current infrastructures to support such advancements according to survey findings. Learn more at Pure Storage.

On this episode of the Six Five In the Booth, host Melody Brue is joined by HP's Greg Baribault, Vice President, Product & Portfolio Management, HP Hybrid Systems for a conversation on the evolution of workplace collaboration technology. With HP's acquisition of Poly, the combined expertise of both companies in computing and audio/video conferencing has paved the way for innovative collaboration solutions that set new industry standards. Their discussion covers: The synergy between HP’s computing prowess and Poly’s audio/video conferencing expertise to create unparalleled collaboration products. Insights into the launch of next-gen video conferencing solutions including the Poly Studio G62 and the Poly Studio Base Kit G9 Plus for Microsoft Teams Rooms, emphasizing the importance of Ethernet connections for easy setup and scalability in various meeting spaces. The critical role of next-generation hardware in underpinning AI-driven software applications, particularly for enabling features like Poly's Director AI, to deliver exceptional meeting experiences. HP's integration with Zoom Device Management into the Poly Lens platform, offering a comprehensive management view for IT teams and outlining future plans with other ecosystem partners. The commitment towards sustainability from both HP and Poly, highlighting how it is being integrated as a differentiator in their new product generation and sketching out future sustainability initiatives.

On this episode of the Six Five On the Road, host Keith Kirkpatrick is joined by Pega's Matt Healy, Director of Product Marketing, Intelligent Automation for a conversation on how Pega's innovative approach to AI and application development is reshaping industries. Their discussion covers: The evolving role of AI in application development How Pega's Blueprint technology stands out in the market Real-world impacts of Pega's intelligent automation The future vision of AI and automation at Pega Challenges and opportunities in implementing AI solutions in businesses   #Pegaworld #Pegasystems #Pega #AI #BlueprintTechnology #appdevelopment #TheSixFiveOnTheRoad #KeithKirkpatrick #MattHealy #technology

On this episode of the Six Five On the Road, host Keith Kirkpatrick is joined by Pega's Tara DeZao, Director of Product Marketing, Adtech & Martech, for a conversation on how Generative AI (GenAI) is transforming the marketing landscape through innovative adtech and martech strategies, while also addressing the critical aspects of ethics and data management. Their discussion covers: The evolving role of GenAI in marketing and advertising technologies Ethical considerations and best practices in data utilization with GenAI Impact of GenAI on personalized marketing strategies and customer experiences Navigating the challenges and opportunities presented by data privacy regulations in the era of GenAI Future trends in advertising and marketing technologies influenced by GenAI advancements  

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:   Apple WWDC 2024 https://twitter.com/PatrickMoorhead/status/1800589468144922656 https://twitter.com/PatrickMoorhead/status/1800335600333045804 https://twitter.com/PatrickMoorhead/status/1800245807712514556 https://twitter.com/PatrickMoorhead/status/1800165285325836528 https://twitter.com/danielnewmanUV/status/1801238399573250050 https://twitter.com/danielnewmanUV/status/1801244976321581407 https://twitter.com/danielnewmanUV/status/1800819579008016739 https://twitter.com/danielnewmanUV/status/1800500949326205414 https://www.apple.com/newsroom/2024/06/wwdc24-highlights/   Broadcom Q2FY24 Earnings https://x.com/PatrickMoorhead/status/1801345321957462137 https://twitter.com/PatrickMoorhead/status/1801004340510929406 https://twitter.com/PatrickMoorhead/status/1801000795225178271 https://twitter.com/danielnewmanUV/status/1801206371209142558 https://investors.broadcom.com/node/62226/pdf   Adobe Q2FY24 Earnings https://x.com/PatrickMoorhead/status/1801360173111402646 https://news.adobe.com/news/news-details/2024/Adobe-Reports-Record-Revenue-in-Q2-Fiscal-2024/default.aspx https://www.cnbc.com/2024/06/13/adobe-adbe-q2-earnings-report-2024.html   Oracle Q4FY24 Earnings https://twitter.com/PatrickMoorhead/status/1800908386038431813 https://twitter.com/danielnewmanUV/status/1800683110285345200 https://www.oracle.com/news/announcement/q4fy24-earnings-release-2024-06-11/   Enterprise SaaS Reset or Pause? https://www.cnbc.com/2024/06/10/power-stocks-up-saas-challenges-and-awaiting-ai-updates-at-apples-event.html https://techcrunch.com/podcast/neas-vanessa-larco-says-generative-ai-will-change-the-saas-pricing-model-and-thats-a-good-thing/   Six Five Summit 2024 Wrap https://twitter.com/PatrickMoorhead/status/1800474210479051231 https://twitter.com/PatrickMoorhead/status/1800545970176078304 https://twitter.com/PatrickMoorhead/status/1800894194292306264 https://twitter.com/PatrickMoorhead/status/1800934026229735838 https://twitter.com/PatrickMoorhead/status/1800662715117302033 https://twitter.com/PatrickMoorhead/status/1800649938122018906 https://twitter.com/PatrickMoorhead/status/1800649938122018906 https://twitter.com/danielnewmanUV/status/1801241031725420722   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Tech It Out: The Six Five's Diana Blass is inside The Dell AI Factory at Dell Tech World 2024, where AI-innovation has transformed nearly every industry vertical. In this episode, see the solutions powering that change: new PowerEdge servers optimized for cooling, an autonomous mobile robot trained in the Omniverse; and don't miss Andy, Dell's "human-like" AI assistant. 

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:   Computex 2024 https://twitter.com/PatrickMoorhead/status/1797523993932767608 https://twitter.com/PatrickMoorhead/status/1797234174656459256 https://twitter.com/danielnewmanUV/status/1798139506899783707 https://twitter.com/danielnewmanUV/status/1797970370915336665 https://twitter.com/danielnewmanUV/status/1797924285715259422 https://twitter.com/danielnewmanUV/status/1797865188588478974 https://twitter.com/danielnewmanUV/status/1797850892135547355 https://twitter.com/danielnewmanUV/status/1797806082171224142 https://twitter.com/danielnewmanUV/status/1797450443456704603 https://twitter.com/danielnewmanUV/status/1797503234703307005 https://twitter.com/danielnewmanUV/status/1797513977347616863 https://twitter.com/danielnewmanUV/status/1797509460547760304 https://twitter.com/danielnewmanUV/status/1797510453570228378 https://twitter.com/danielnewmanUV/status/1797507200837107722 https://twitter.com/danielnewmanUV/status/1797507741944324302 https://twitter.com/danielnewmanUV/status/1797506936969269638 https://twitter.com/danielnewmanUV/status/1797229333641343123   Cisco Live 2024 https://newsroom.cisco.com/c/r/newsroom/en/us/a/y2024/m06/cisco-live-2024-cisco-announces-new-ai-powered-innovations-and-investments-to-help-customers-unlock-a-more-connected-and-secure-future.html https://www.techrepublic.com/article/cisco-live-2024-splunk-observability-platform   SAP Sapphire Orlando 2024 https://news.sap.com/2024/06/sap-sapphire-sap-customers-drive-business-transformation/ https://news.sap.com/2024/06/sap-sapphire-innovation-key-to-bring-out-your-best/ https://news.sap.com/2024/06/sap-sapphire-generative-ai-center-stage/ https://news.sap.com/2024/06/ai-innovations-partnerships-sap-sapphire/ https://news.sap.com/2024/06/joule-microsoft-copilot-unified-work-experience/ https://technologymagazine.com/videos/sap-sapphire-2024-highlights-from-day-one   US Investigates NVIDIA, Microsoft, OpenAI https://twitter.com/danielnewmanUV/status/1798582042957173097 https://www.nytimes.com/2024/06/05/technology/nvidia-microsoft-openai-antitrust-doj-ftc.html https://www.cnbc.com/2024/06/06/us-regulators-to-open-antitrust-probes-into-nvidia-microsoft-and-openai.html   CEO Change at Lattice Semi https://twitter.com/PatrickMoorhead/status/1797701960642236668 https://www.nasdaq.com/articles/lattice-semiconductor-announces-leadership-transition-and-strategy https://www.investopedia.com/lattice-semiconductor-shares-tumble-as-ceo-leaves-to-run-coherent-8657493   Senior Leadership Change at Lenovo https://news.lenovo.com/pressroom/press-releases/leadership-statement/ https://news.lenovo.com/pressroom/press-releases/patricia-wilke/   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

On this episode of the Six Five On the Road, we explore the comprehensive impact of Zoho on businesses ranging from SMBs to large enterprises. Join our hosts at Zoholics in Austin, Texas – The Futurum Group’s Lisa Martin, Cory Johnson, and Keith Kirkpatrick with Moor Insights & Strategy’s Robert Kramer to delve into Zoho's suite of products and services, and explore how they cater to diverse business needs. Their discussion covers: The evolution of Zoho from a software company for small and medium businesses to a full-scale enterprise solution provider An overview of Zoho's suite of applications and their integration capabilities for businesses Case studies highlighting real-world applications of Zoho's products in different industry sectors Zoho's role in digital transformation strategies for businesses looking to modernize Future outlook and expansions plans of Zoho in the context of emerging business technologies Learn more at Zoho.

On this episode of the Six Five On the Road, dive into the unique business model and cultural ethos that gives Zoho its competitive edge. Join our hosts at Zoholics in Austin, Texas– The Futurum Group’s Lisa Martin and Cory Johnson, with Moor Insights & Strategy’s Melody Brue–to explore the foundational principles that have shaped Zoho into a standout company in the tech landscape. Their discussion covers: The core philosophies that drive Zoho's business strategies How conviction in their values shapes Zoho's product development and customer relations The impact of Zoho's company culture on its global success Strategies Zoho employs to innovate while staying true to its roots The role of leadership in fostering a unique workplace environment at Zoho Learn more at Zoho.

On this episode of the Six Five On The Road at Computex Taipei, hosts Daniel Newman and Ryan Shrout are joined by Microsoft's Pavan Davuluri, Corporate VP, Windows & Devices, for a conversation on Microsoft's innovative integration of AI into its products, specifically focusing on Copilot+ PCs. Their discussion covers: How AI integration in Windows and Copilot+ PCs is elevating the user experience The necessary hardware requirements for Copilot+ PCs and their significance The transformative impact of AI on the PC landscape through Copilot+ PCs Ensuring performance and power efficiency in the PC ecosystem with AI advancements Microsoft's view on the business potential of AI in PCs compared to the cloud, including insights into new Copilot+ PCs from Surface Learn more at Microsoft.

On this episode of the Six Five On The Road at Zoholics, join Six Five Media hosts Cory Johnson, Lisa Martin, and Dave Nicholson for a conversation on the latest insights and developments unveiled at Zoho’s annual Zoholics conference. Their discussion covers: The most impactful announcements made during Zoholics and their implications for businesses and consumers How Zoho's latest product developments and updates are set to shape the future of the tech landscape Insights into Zoho's strategic direction and vision for enhancing user experience and productivity A deep dive into the customer stories shared at Zoholics, showcasing the real-world impact of Zoho's solutions Expert analysis on the evolving technology trends and how Zoho remains at the forefront of innovation Learn more at Zoho.

On this episode of the Six Five On The Road at Zoholics 2024, hosts Cory Johnson and Lisa Martin are joined by Zoho Corporation's Ram Ramamoorthy, Director of AI Research, for a conversation on how Zoho is addressing the evolving AI challenges within the enterprise landscape. Their discussion covers: Zoho's holistic approach to integrating AI across its suite of products The most significant AI challenges enterprises face today and Zoho's solutions Future trends in AI technology Zoho is investing in The role of data privacy and security in Zoho's AI strategy Real-world applications and success stories of AI in Zoho's ecosystem Learn more at Zoho Corporation.

On this episode of the Six Five On The Road, hosts Cory Johnson and Lisa Martin are joined by Zoho's Sridhar Vembu, CEO for a conversation on how prioritizing employee satisfaction can fundamentally transform and elevate the customer experience. Their discussion covers: The correlation between employee satisfaction and customer service excellence Strategies Zoho employs to maintain a high level of employee morale and its direct impact on customer satisfaction Real-world examples of how Zoho has transformed customer service through employee engagement initiatives The role of technology in facilitating employee satisfaction and efficiency Future trends in employee engagement and customer experience management Learn more at Zoho.

On this episode of Six Five on the Road, hosts Cory Johnson and Lisa Martin are joined by CIMCO Refrigeration's David Fauser, Vice President of Sales, Marketing, and Strategy for a conversation on how CIMCO is leveraging Zoho to drive innovation and sustainability within their solutions. Their discussion covers: The innovative approaches CIMCO is taking with Zoho to enhance their refrigeration solutions How sustainability is a key component of CIMCO's strategy and its integration with Zoho's tools The impact of digital transformation on CIMCO and the refrigeration industry at large Insights into CIMCO's future initiatives in leveraging technology for business growth The role of data analytics in shaping CIMCO's offerings and customer experiences Learn more at CIMCO Refrigeration.

On this episode of the Six Five On the Road, hosts Lisa Martin and Cory Johnson are joined by Zoho's Raju Vegesna, Chief Evangelist, for a conversation on Zoho's major CRM customization announcements and their impact on customers. Their discussion covers: The latest CRM customization options introduced by Zoho How these new features can enhance user experience and operational efficiency The potential impact of Zoho's announcements on customer relationships and business outcomes Strategies for businesses to effectively implement and leverage Zoho's CRM customizations Insights into the future developments of Zoho CRM and what customers can expect Learn more at Zoho.

On this episode of the Six Five On the Road, we are joined by OP360's Josh Corson, SVP, Data Science & Analytics, for a conversation on how OP360 manages growth and leverages data with Zoho for optimal business performance. Our discussion covers: The role of Zoho in OP360's rapid growth and scalability Insights into data management strategies that drive business decisions Challenges and triumphs in integrating Zoho with OP360's existing systems Future plans for leveraging technology to sustain business growth The impact of data analytics on improving customer experience and service delivery Learn more at OP360.

On this episode of the Six Five On The Road at Computex Taipei, analysts Daniel Newman, Ryan Shrout, Anshel Sag, and Olivier Blanchard discuss the rapid advancements in AI and innovation showcased at Computex 2024 in Taipei. Their conversation covers: Key trends and breakthroughs in AI technology from Computex 2024 How these innovations are shaping various industries The impact of AI on global technology strategies Insights into the future of computing and digital transformation Expert analysis of the challenges and opportunities ahead in AI Learn more at Computex 2024.

On this episode of the Six Five On The Road at Computex Taipei, Anshel Sag, VP & Principal Analyst at Moor Insights & Strategy shows us the innovative features and potential market impact of Qualcomm’s new Snapdragon X Elite and X Plus devices. Anshel covers: The technical advancements and new capabilities of Snapdragon X Elite and X Plus Market trends driving the development of these devices Potential applications and industries that could be transformed by these technologies Qualcomm's strategic vision for the future of mobile and IoT devices The role of 5G and AI in enhancing the performance and user experience of Snapdragon-powered devices Learn more at Qualcomm.

On this episode of the Six Five On The Road at Computex Taipei, hosts Olivier Blanchard and Anshel Sag are joined by Qualcomm's Don McGuire, SVP & CMO for a conversation on Qualcomm's role in pushing the boundaries of technology through its Snapdragon platform. The discussion spans from the overall impact of the Snapdragon brand across various sectors including mobile, sound, XR, automotive, and the emerging segment of AI PCs. Their discussion covers: The evolution and recognition of the Snapdragon brand beyond mobile, entering new domains such as sound, XR, automotive, and AI PCs. How Snapdragon's entry into the AI PC platform with its next-generation features aims at redefining the PC industry. The positioning of Snapdragon as both a technology disruptor and an innovation accelerator, and its strategic approach to market leadership. Key differentiators of the Snapdragon platform in contrast to other technology solutions, and the significance of these distinctions for the wider tech ecosystem. Learn more at Qualcomm.

On this episode of the Six Five On The Road at Computex Taipei, hosts Olivier Blanchard and Anshel Sag are joined by Qualcomm's Nitin Kumar, VP Product Management for Qualcomm Technologies, Inc., for a conversation on Qualcomm's groundbreaking approach to the design and capabilities of their latest technological marvel, the X Elite. Their discussion covers: The X Elite’s 45 TOPS NPU and its revolutionary performance features The genesis and development of the X Elite’s IP to surpass current-generation performance The significance of CPU performance and the impressive results of the Oryon CPU Enhancements in GPU performance and its impact on gaming, drivers, and game compatibility The advancement in connectivity features including WiFi, cellular connections, cameras, and sensorsLearn more at Qualcomm.

On this episode of the Six Five On The Road at Computex Taipei, we are joined by Qualcomm's Kedar Kondap, SVP and GM, Compute and Gaming, Qualcomm Technologies, Inc. for a conversation on Qualcomm's strategic movements in the PC space, aiming to redefine performance leadership within the Windows ecosystem. Our discussion covers: The strategic reasons behind Qualcomm's increased focus on the PC segment and their leadership ambitions. The journey and impact of Windows on Snapdragon from its inception to the present day. Qualcomm's growth aspirations for Snapdragon in the PC market, in terms of market penetration, revenue, and expanding into new sectors. The experiences and strategies Qualcomm employs working alongside and differentiating within a market historically dominated by two key players. Expected shifts in the software ecosystem, particularly how they may fuel the acceleration of AI in PCs. Qualcomm's unique approach to carving out space in the PC segment for both consumer and commercial markets, now through 2025. Learn more at Qualcomm.

On this episode of the Six Five On The Road at Computex Taipei hosts Olivier Blanchard and Anshel Sag are joined by Qualcomm's Rahul Patel, Group GM, Connectivity, Broadband and Networking, at Qualcomm Technologies, Inc., for a conversation on the pivotal role of advanced connectivity solutions like 5G and Wi-Fi 7 in enhancing AI PC experiences. This insightful discussion delves into how Qualcomm is shaping the future of PC technology through innovative connectivity. Their discussion covers: The significance of PC connectivity in the age of AI and how Qualcomm is positioned within this space. The benefits of integrating 5G and Wi-Fi 7 into PCs for both enterprise users and consumers, moving beyond conventional Wi-Fi connections. New connectivity enhancements Qualcomm is bringing to the PC market to elevate user experiences. A broad look at how Qualcomm views connectivity among various devices, including PCs, mobile devices, XR, hearables, and wearables. The announcement of a new Wi-Fi SoC aimed at battery-powered IoT devices and the importance of micro-power Wi-Fi. Learn more at Qualcomm.

On this episode of the Six Five On The Road at Computex Taipei, hosts Olivier Blanchard and Anshel Sag are joined by ASUS's Benjamin Yeh, President of North America, System Business Group, for a conversation on ASUS's innovative strategies and the future of AI PCs. Their discussion covers: The distinctiveness of the ASUS Vivobook S 15 from previous ASUS designs and innovations The advantages of ASUS' partnership with Qualcomm in developing the latest generation of CoPilot+ PCs The future direction for AI PCs, as seen through the lens of ASUS's current CoPilot+ PC offerings Prospects of integrating CoPilot+ technology into ROG-based PCs and the potential focus on non-gaming systems  

On this episode of the Six Five On The Road at Computex Taipei, hosts Olivier Blanchard and Anshel Sag are joined by Acer's Eric Ackerson, Sr. Product Marketing and Brand Manager, for a conversation on Acer's innovative strategies in the evolving landscape of AI PCs, highlighting their collaboration with Qualcomm on the Snapdragon X Elite and the introduction of the Acer Swift 14 AI. Their discussion covers: Acer's leadership in PC innovation and how the new CoPilot+ PC platform and Snapdragon X Elite are setting new standards in the market. The transformative impact of the Snapdragon X Elite partnership with Qualcomm on the concept of AI PCs. Future perspectives on PC innovation driven by AI and Acer's vision for the evolving technology ecosystem. The development and competitive positioning of the Acer Swift 14 AI as a testament to Acer's ongoing innovation momentum.  

On this episode of the Six Five On The Road, hosts Olivier Blanchard and Ryan Shrout are joined by Lenovo's Steve Long, SVP & GM, Commercial Segment IDG for a conversation on Lenovo's strategy and vision for the future of AI PCs, emphasizing the development and integration of Snapdragon X Elite processors. Their discussion covers: Lenovo's roadmap for the AI PC space in the upcoming year and its strategic positioning The behind-the-scenes of the Snapdragon X Elite based machines' development and the decision-making process for this collaboration The differentiation in AI PC features between Lenovo's commercial and consumer designs Prospects for the PC and laptop market with the advent of X Elite processors, including new form factors and design considerations Highlighting unique features, technologies, and capabilities in Lenovo's ThinkPad and Yoga systems in the context of AI Lenovo's future plans aligning with Microsoft's vision for the Copilot+ PC  

On this episode of the Six Five On The Road at Computex 2024, hosts Daniel Newman and Ryan Shrout are joined by Qualcomm's Cristiano Amon, President and CEO, for a conversation on how Qualcomm is evolving through AI innovations and diversifying its market approach. Their discussion covers: Qualcomm's perspective on AI and its significance for the company's future Exploring the vast opportunities AI presents to Qualcomm The strategic transition towards becoming a foremost compute company Development milestones of Oryon and its impact on Qualcomm's growth Forecasting the evolution of AI across devices, from smartphones to PCs, in the next two years Insights into Qualcomm's market diversification and disruption strategies  

On this episode of the Six Five On The Road at Computex Taipei, hosts Daniel Newman and Ryan Shrout are joined by Qualcomm's Alex Katouzian, Group GM for Mobile, Compute, XR, Voice & Music Wearables Businesses, Qualcomm Technologies Inc., for a conversation on Qualcomm's role in enhancing the Windows ecosystem through next-generation technologies and AI integration. Their discussion covers: The transformative impact of AI across Qualcomm's product portfolio Comparing the transition to AI in PCs with that of smartphones Overcoming architectural challenges for the X Elite platform The synergy between connectivity, cameras, sensors, and AI technologies Future paths for on-device AI Compute advancements Exploring the "one technology roadmap" approach The implications of AI and other tech on XR and upcoming Qualcomm announcements  

On this episode of the Six Five On The Road, host Shira Rubinoff is joined by Tanium's Harman Kaur, VP, President of AI for a conversation on the evolving landscape of endpoint management and security. Their discussion covers: The definition and importance of Autonomous Endpoint Management Challenges businesses face in endpoint security How AI is revolutionizing the way we manage and secure endpoints Strategies for implementing effective endpoint management solutions Future trends in endpoint security and management Learn more at Tanium.

In this episode of The Six Five Webcast, host Paul Nashawaty welcomes Infinidat’s Eric Herzog, CMO to discuss the future of enterprise storage, cyber storage resilience, and hybrid multi-cloud storage. Their conversation covers: Infinidat G4 Storage platforms Cyber Storage Resilience and Recovery InfiniSafe Advanced Cyber Protection (ACP) InfiniSafe Cyber Detection for VMware Environments InfiniVerse Infrastructure Consumption Software Control Plane InfuzeOS Cloud Edition for Microsoft Azure and Amazon AWS   

On this episode of the Six Five On the Road, hosts Dave Nicholson and Lisa Martin are joined by Broadcom's Hasan Siraj, Head of Software Products / Ecosystem for a conversation on how Ethernet is pivotal in scaling AI infrastructure. Broadcom, a global technology leader, is at the forefront of addressing the complexities and needs of AI networking to facilitate the growth and deployment of AI technologies. Their discussion covers: The crucial role of networking in AI deployments Broadcom's solutions to the key challenges in AI networking Reasons for choosing Ethernet over Infiniband for AI cluster deployments Anticipated evolution of AI infrastructure over the next 3-5 years and upcoming challenges The demographic of customers deploying AI and their current stage in the AI adoption journey  

On this episode of the Six Five, host Steven Dickens is joined by AWS's Nick Smit, Principal Product Manager, and Emily Shea, Worldwide Lead, Integration Services Go-To-Market, for a conversation on developing a future-proof integration strategy with AWS. Their discussion covers: The importance and impact of integration strategies in today's cloud ecosystems. AWS's approach to facilitating seamless integration across diverse IT environments. Best practices in developing and implementing a robust integration strategy. How AWS enables organizations to innovate and scale with their integration solutions. The future prospects for integration on AWS and the impact on global business operations.  

On this episode of the Six Five On the Road, hosts Dave Nicholson and Lisa Martin are joined by Broadcom's Dennis Makishima, VP and GM, Brocade Storage Networking, for a conversation on the unique partnership between Dell Technologies and Brocade. This collaboration highlights a close relationship in joint product development, addressing mission-critical needs, supporting AI ambitions, and a distinctive go-to-market strategy. Their discussion covers: The unique aspects of the Dell Technologies and Brocade relationship The collaborative approach to product development, engineering, and innovation between Brocade & Dell How Brocade plays a crucial role in supporting Dell customers' mission-critical needs Insights into the Brocade & Dell Go-To-Market partnership that sets it apart Ways in which Brocade supports Dell's AI ambitions  

On this episode of the Six Five On the Road, hosts Dave Nicholson and Lisa Martin are joined by Broadcom and AMD, featuring Jas Tremblay from Broadcom and Robert Hormuth from AMD for an in-depth conversation on their collaborative efforts in supporting Open Architecture for AI. This discussion sheds light on how their partnership is setting the stage for more power-efficient and scalable AI solutions. Their discussion covers: The strategic vision behind Broadcom and AMD's support for Open Architecture in AI. The benefits of Open Architecture for businesses and developers in the AI space. Achieving power efficiency in AI applications through collaborative innovation. The role of scalability in future-proofing AI deployments. Insights into Broadcom and AMD's roadmap for AI development and support.  

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:   Dell Tech World 2024 https://twitter.com/PatrickMoorhead/status/1792613526873452781 https://twitter.com/PatrickMoorhead/status/1792608662231593423 https://twitter.com/PatrickMoorhead/status/1792602634500845885 https://twitter.com/danielnewmanUV/status/1792611958505812406 https://twitter.com/danielnewmanUV/status/1792604689172713648 https://twitter.com/anshelsag/status/1792988137511109021   Microsoft Build 2024 https://twitter.com/PatrickMoorhead/status/1792609792143536176 https://twitter.com/anshelsag/status/1792602143201046905 https://twitter.com/PatrickMoorhead/status/1792606232957825262 https://twitter.com/danielnewmanUV/status/1793024352146903317 https://twitter.com/danielnewmanUV/status/1792610370877899211 https://twitter.com/danielnewmanUV/status/1792608493691863199   IBM Think 2024 https://twitter.com/PatrickMoorhead/status/1793431766818340877 https://twitter.com/PatrickMoorhead/status/1793307260233425154 https://twitter.com/PatrickMoorhead/status/1792898914447675518 https://twitter.com/PatrickMoorhead/status/1792897289800806822 https://twitter.com/danielnewmanUV/status/1793375280738009306 https://twitter.com/danielnewmanUV/status/1792898491028488435   Special Guest - Dan Ives, Wedbush MD   NVIDIA Q1 FY25 Earnings https://twitter.com/PatrickMoorhead/status/1793393432800661860 https://twitter.com/PatrickMoorhead/status/1792544888808259640 https://twitter.com/danielnewmanUV/status/1793390135528096065 https://twitter.com/danielnewmanUV/status/1793369369881477526 https://twitter.com/danielnewmanUV/status/1792981975604555941 https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-first-quarter-fiscal-2025   Synopsys Q2 FY24 Earnings https://twitter.com/PatrickMoorhead/status/1793392550004322574 https://twitter.com/danielnewmanUV/status/1793376122023055440 https://investor.synopsys.com/news/news-details/2024/Synopsys-Posts-Financial-Results-for-Second-Quarter-Fiscal-Year-2024/default.aspx   Lenovo Q4 FY23/24 Earnings https://news.lenovo.com/pressroom/press-releases/fy-2023-24/ https://finance.yahoo.com/news/lenovo-group-q4-full-financial-041900859.html https://x.com/PatrickMoorhead/status/1793760511961555347   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

On this episode of Six Five On The Road, hosts Patrick Moorhead and Daniel Newman are joined by IBM's Kate Woolley, General Manager, Ecosystem at IBM for a conversation on the evolution and impact of IBM's Partner Plus program and the importance of strong tech partnerships in leveraging Watson. Their discussion covers: The growth and evolution of the Partner Plus program at IBM over the past year. An overview of the strong partnerships IBM has cultivated across the tech landscape and the work behind making these collaborations a reality. A deep dive into some of the most impactful partnerships related to Watson. Kate Woolley’s vision for the Ecosystem team over the next two years, marking her own journey at IBM.  

On this episode of the Six Five On The Road, hosts Patrick Moorhead and Daniel Newman are joined by IBM's Dr. Darío Gil and Rob Thomas, for a conversation on how IBM is leading the charge in leveraging AI to create transformation, innovation, and value for enterprises. Their discussion covers: Insights on how IBM is enabling clients to capitalize on their AI moment to transform their operations. A deep dive into the latest developments in AI-powered automation and the expansive toolkit IBM offers to unlock significant value for clients. Challenges enterprises face in moving from the exploration phase to generating tangible ROI and value with AI at scale, with expert advice from Dr. Gil. The strategic advantages that position IBM as the go-to partner for enterprises looking to deploy, scale, and derive value from AI. A look at IBM’s strategy to maintain its leadership position in a fast-evolving industry through rapid innovation in AI.

On this episode of the Six Five In The Booth, host Steven Dickens is joined by IBM's Tina Tarquinio, VP, Product Management, IBM Z and LinuxOne, for a fascinating conversation on integrating AI with the mainframe, a cornerstone for modern IT infrastructure. This discussion delves into IBM's recent advancements and predictive insights into future developments. Their discussion covers: The crucial role of the mainframe in hybrid cloud environments How IBM Watsonx Code Assistant for Z is revolutionizing application modernization with AI The introduction of Watsonx Assistant for Z, enhancing productivity through conversational AI and generative AI technologies The synergy between semiconductors like Telum and the mainframe in powering AI A look back at IBM's recent earnings strength and forward-looking non-promissory insights into next year's refresh  

On this episode of Six Five On The Road, hosts Dave Nicholson and Lisa Martin are joined by Dell Technologies' Delmar Hernandez, Sr. Principal Engineer, Technical Product Marketing, and Steen Graham, Founder of Scalers.AI, for a conversation on the flexibility and advantages of GPU choice in the new Dell PowerEdge XE9680. Their discussion covers: The design philosophy behind the Dell PowerEdge XE9680 How Dell's latest offering supports varied GPU ecosystems The role of the PowerEdge XE9680 in advancing AI and machine learning technologies Collaboration opportunities for businesses with Scalers.AI using Dell's technology Future trends in hardware optimization for AI applications #DellTechWorld #DellTechnologies, #PowerEdge, #GPU, #AI, #machinelearning, #ScalersAI, #technology #collaboration

On this episode of the Six Five On The Road, hosts Dave Nicholson and Lisa Martin are joined by Dell Technologies' Brian Doty and Moogsoft's Phil Tee for a conversation on the integration and future vision following Dell's acquisition of Moogsoft. This acquisition has sparked significant interest, especially with the evolution of Dell's APEX AIOps portfolio, which now integrates CloudIQ, Moogsoft, and introduces Dell's new Application Observability product. Their discussion covers: The strategic vision and near-future plans for Dell's APEX AIOps portfolio post-acquisition Brian's insights on the evolution of Dell's system management and its implications for infrastructure customers Phil's perspective on the AI revolution's impact on IT operations, comparing its significance to the industrial revolution.What excites Brian the most about the future of AIOps at Dell and the benefits for customers Learn more at Dell Technologies and Moogsoft.  

On this episode of Six Five On The Road, hosts Dave Nicholson and Lisa Martin are joined by Kalray’s CEO, Eric Baissus, for a conversation on how Kalray, along with its collaboration with Dell, is revolutionizing AI performance and efficiency through high-density storage solutions. Our discussion covers: Kalray's strategic partnership with Dell and the value it brings to AI innovators The critical role of data acceleration in AI and the blend of hardware and software to achieve it Exciting announcements from Kalray at this year's Dell Tech World The debate on "Walled garden" vs. "Open" approaches in supporting AI solutions Kalray's collaboration with Solidigm and its impact on the Dell-Kalray offering Learn more at Kalray.

On this episode of the Six Five On The Road, hosts Patrick Moorhead and Daniel Newman are joined by Dell's Sam Grocott, Senior Vice President Product Marketing for a conversation on the innovative approach of Dell in the realm of Artificial Intelligence with the Dell AI Factory. Our hosts, Patrick Moorhead and Daniel Newman, delve into an enlightening discussion on the strategic insights and technological advancements that underpin the Dell AI Factory initiative. Their discussion covers: Debating the merits and drawbacks of building AI Factories in public clouds versus on-premises environments. An in-depth look into what the Dell AI Factory is. Exploring the components that make up the Dell AI Factory. The unique value proposition of choosing Dell over other technology partners for building AI factories. Learn more at Dell.

On this episode of the Six Five On The Road, hosts Dave Nicholson and Lisa Martin are joined by Rackspace's Hannah Duce, Director of Strategic Alliances, for a conversation on the company's latest collaboration with Dell. This partnership marks a significant step forward in providing cutting-edge solutions to customers, leveraging the strengths of both Rackspace and Dell technologies. Their discussion covers: The strategic partnership between Rackspace and Dell and its implications for the market The introduction and potential impact of Rackspace Private AI on businesses Insights into how this collaboration will influence future tech solutions Learn more at Rackspace.

On this episode of the Six Five On The Road, hosts Dave Nicholson and Lisa Martin are joined by IBM's Brendan Kinkade, Vice President, Strategic Technology Partnerships, for a conversation on enhancing AI performance through IBM's broader partner strategy. Their discussion covers: IBM's expansive partner strategy and its successful outcomes Insights into joint clients and the challenges they face The history and evolution of IBM's strategic partnerships The unique benefits and collaborative synergies between IBM and its partners A recap of recent announcements highlighting advancements in AI performance Learn more at IBM.

On this episode of the Six Five on the Road, hosts Patrick Moorhead and Daniel Newman are joined by Dell Technologies' Jon Siegal and Jonathan Huang, MD/PhD Candidate at Northwestern University Feinberg School of Medicine, Northwestern Medicine for a conversation on how Dell Technologies and Northwestern Medicine are leading the charge in revolutionizing patient care through life-saving artificial intelligence innovations. Their discussion covers: Exploring generative AI vision and use cases in patient care Why The Dell AI Factory is the best solution for Northwestern Medicine’s AI needs Outcomes and impacts of Northwestern Medicine's AI Factory initiatives  

On this episode of the Six Five on the Road, hosts David Nicholson and Lisa Martin are joined by Dell's Omar Rawashdeh, PowerEdge Product Planner, for a conversation on Dell's latest announcements at DTW regarding their PowerEdge Servers. Their discussion covers: The latest PowerEdge Servers Dell is announcing at DTW Key highlights about the new T160/R260 PE servers The key use cases/workloads for these servers Availability dates for the T160/R260/R660/R770 servers  

On this episode of the Six Five On The Road, we are joined by Dell's Justin Bandholz, PowerEdge Portfolio Manager - CSP Manager, for a conversation on the latest developments in Dell's product offerings specifically designed for Communication Service Providers (CSPs). Our discussion covers: The latest announcement from Dell regarding the new CSP Edition products, the PowerEdge R670 & R770 An explanation of what DC-MHS is and its importance to the industry How the PowerEdge R670 & R770 CSP Edition are engineered to address the unique challenges faced by CSPs Directions to further resources for Dell CSP customers seeking more information  

On this episode of the Six Five On The Road, we are joined by Samsung Semiconductor's Christina Day, Director of DRAM Product Marketing, for a conversation on how memory technology is essential for the advancement of AI. Their discussion covers: The critical role of memory in accelerating AI, with a focus on high-density DRAM and SSDs How Samsung memory is integrated into Dell Servers to power advanced computing solutions The future of memory technology, emphasizing increased bandwidth, density, and efficiency to support faster, smarter AI development The impact of Processing-In-Memory (PIM) technology on reducing energy consumption and enhancing AI processing speed and performance  

On this episode of the Six Five on the Road, host Patrick Moorhead is joined by Dell's Jen Felch, CIO & Chief Digital Officer for a conversation on Dell's strategy for integrating AI and GenAI technologies to drive internal innovation. Their discussion covers: The evolving roles and responsibilities of a Chief Digital Officer and CIO in today's tech landscape. Dell's approach to adopting AI and GenAI within its operations, including the challenges and opportunities. Strategies for addressing scalability and improving data quality in AI implementations. Supporting team members with the necessary learning, training, and skilling for AI and GenAI innovation. Learn more at Dell.

On this episode of the Six Five on the Road, hosts Patrick Moorhead and Daniel Newman are joined by Dell's Arthur Lewis, President, Infrastructure Solutions Group for a conversation on Dell's role in accelerating AI innovation for its customers. Amid the buzz of Dell Technologies World, Arthur offers deep insights into the current AI landscape, Dell's recent AI announcements, and the significance of building a robust AI ecosystem. Their discussion covers: The significant buzz around AI at Dell Technologies World and the trends Arthur is observing Dell's strategies and solutions to help customers advance their AI initiatives An overview of the AI-related announcements made by Dell at the conference The critical role of the AI ecosystem in Dell's approach and how it benefits customers The primary message Dell wants customers to remember about its commitment to AI and innovation  

On this episode of the Six Five on the Road, hosts Patrick Moorhead and Daniel Newman are joined by Dell's Michael Dell, Chairman & CEO, for a conversation on how Dell Technologies is leveraging AI to pioneer advancements in technology and society. Our discussion delves deep into the role of AI in driving human progress, marking a significant leap in innovation, collaboration, and responsible technology use. Their discussion covers: Insights from Dell Tech World 2024 and the significance of Dell's announcements and the company's drive towards innovation Integration of AI in Dell's products and services, enhancing their offerings The expansion and nourishment of Dell's ecosystem through strategic partnerships Addressing the dual aspects of challenges and opportunities in AI integration within society Celebrating Dell's 40th anniversary and looking ahead to the future of Dell Technologies  

On this episode of the Six Five On the Road, hosts Patrick Moorhead and Daniel Newman are joined by Dell's Sam Burd, President, Client Solutions Group, for a conversation on the evolving landscape of AI in personal computing. Their discussion dives deep into the exciting developments and future potential of AI PCs, a field where Dell has been pioneering new frontiers. Their discussion covers: The history and evolution of AI in PCs, highlighting Dell's early initiatives and contributions to this technology. Current ways Dell's customers are leveraging AI PCs in their operations and the benefits they are experiencing. Details on the recent AI PC innovations announced by Dell at DTW, outlining what these advancements mean for users. An exploration of the market opportunities AI PCs present for Dell and the tech industry as a whole.  

On this episode of the Six Five on the Road, hosts Daniel Newman and Patrick Moorhead are joined by Dell's Cassandra Garber, VP, Sustainability & ESG, for a conversation on Dell’s comprehensive strategy towards sustainability and Environmental, Social, and Governance (ESG) initiatives. Their discussion covers: The latest initiatives in sustainability & ESG at Dell Dell's end-to-end approach to sustainability Key sustainability goals for this year Feedback and expectations from customers regarding sustainability Practical advice for businesses aiming to incorporate sustainability & ESG into their models  

On this episode of the Six Five On the Road, hosts Daniel Newman and Patrick Moorhead are joined by Dell Technologies' Doug Schmitt, President, Dell Technologies Services, Dell Technologies for a conversation on leveraging General AI (GenAI) for competitive advantage through services. Their discussion covers: Exploring the omnipresent GenAI and Dell Technologies Services' response to it The reasons Dell stands out as the go-to provider for Gen AI and other emerging technological needs How GenAI is reshaping the business landscape towards an outcome-based, services-led strategy and Dell’s role in this evolution Identifying customer needs beyond GenAI and how Dell is addressing them Insights into the future of Services and what to expect moving forward  

On this episode of the Six Five On the Road, host Daniel Newman is joined by Dell Technologies' Yvonne McGill, CFO, for a conversation on how Dell is navigating the changing tech landscape, especially with the advent of AI, and what this means for the company's future growth and value creation. Their discussion covers: Dell's strategy for innovation and progress in the current tech era. The bullish outlook on Dell Technologies and its distinguishing factors. The impact of AI on financial performance from a CFO's perspective. Insights into Dell's recent investor community attention and stock momentum. Yvonne McGill's unique approach to her role as CFO nearly a year in.

On this episode of the Six Five On the Road, hosts Patrick Moorhead and Daniel Newman are joined by Microsoft's Eric Boyd, CVP, Azure AI Platform, and Asha Sharma, CVP, Product, Azure AI Platform for a conversation on the latest innovations and insights from Microsoft Build 2024. Our discussion covers: The latest developments in Azure AI technology and how they're driving digital transformation Strategies for implementing AI solutions within various industries to optimize operations Insights into future AI trends and how businesses can prepare for what's next The importance of ethical AI and Microsoft's approach to responsible AI development Collaboration opportunities within the Azure ecosystem for developers and partners  

On this episode of the Six Five On the Road, hosts Patrick Moorhead and Daniel Newman are joined by Dell's Matt Baker, Senior Vice President, Activating AI Strategy at Dell Tech World 2024 for a conversation on Dell's role and strategy within the AI ecosystem. Their discussion covers: Insights on Dell Tech World AI ecosystem news and partnerships The significance of GenAI in the tech industry Exploring the landscape beyond LLMs in AI models Dell's approach to AI enablement through internal deployment Analysis of where AI workloads are most effectively run  

  On this episode of the Six Five On the Road, hosts Daniel Newman and Patrick Moorhead are joined by Dell's Alex Barretto, Senior Vice President for a conversation on how Dell is leveraging AI in their support services. Our discussion covers: The role of AI in transforming customer support at Dell Innovative AI technologies Dell is implementing in support services The impact of AI on customer satisfaction and operational efficiency Future directions for AI in support services at Dell Challenges and opportunities in integrating AI into support systems  

On this episode of the Six Five On the Road, Daniel Newman and Patrick Moorhead are joined by Broadcom's Umesh Mahajan, VP & GM, Application Networking and Security (ANS) Division for a conversation on Broadcom's acquisition of VMware and the innovative developments within the ANS division. Their discussion covers: The primary focus and opportunities for the ANS Division following Broadcom's acquisition of VMware. Challenges digital enterprises face in securing applications and data, and the main pain points customers are expressing. The unique value proposition ANS security offers to tackle customer challenges and popular use cases. The intersection of emerging GenAI and LLM technologies with ANS's security solutions. Special attributes and top use cases of the Avi Load Balancing solution, including its application in Kubernetes environments.  

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:   OpenAI Announcements On GPT-4 and 4o https://twitter.com/PatrickMoorhead/status/1790075998513279080 https://twitter.com/PatrickMoorhead/status/1790086210402103729 https://twitter.com/PatrickMoorhead/status/1790081384465203663 https://twitter.com/danielnewmanUV/status/1790369061135663561 https://twitter.com/danielnewmanUV/status/1790070271560298862 https://twitter.com/PatrickMoorhead/status/1790166603989946495 https://openai.com/index/hello-gpt-4o/   Google I/O 2024 https://blog.google/technology/ai/google-io-2024-100-announcements/ https://www.tomsguide.com/news/live/google-io-2024-keynote https://twitter.com/PatrickMoorhead/status/1790512651572756590 https://twitter.com/PatrickMoorhead/status/1790369592109420605   Cisco Q3 FY24 Earnings https://twitter.com/PatrickMoorhead/status/1790847816270590226 https://twitter.com/danielnewmanUV/status/1790878658267169199 https://investor.cisco.com/news/news-details/2024/CISCO-REPORTS-THIRD-QUARTER-EARNINGS/default.aspx   Dell AI Server Orders https://www.cnbc.com/2024/05/15/dell-stock-surges-9percent-on-optimism-company-has-big-ai-server-orders.html https://twitter.com/danielnewmanUV/status/1790835313733935570   AWS CEO Change https://twitter.com/danielnewmanUV/status/1790409264407703955 https://twitter.com/PatrickMoorhead/status/1790512651572756590 https://www.aboutamazon.com/news/company-news/leadership-update-aws-adam-selipsky-matt-garman https://fortune.com/2024/05/14/amazon-aws-ceo-adam-selipsky-departing-matt-garman/   IBM and Palo Alto Partner on AI-Powered Security Focus IBM efforts on data security (Guardian, Polar) and identity, Security challenges much more tightly aligned to HC & AI Lead services partner for #1 Security ISV, giving us a chance to grow our business in line with theirs XDR taking over SIEM, pjatformization of Security, threat mgmt landscape changing rapidly with PANW IBM has a partner to embed IBM AI, Building LLMs on watsonx to infuse into PANW’s tooling -Hashi Vault a key piece of the puzzle moving forward with our existing Verify offering https://newsroom.ibm.com/2024-05-15-Palo-Alto-Networks-and-IBM-to-Jointly-Provide-AI-powered-Security-Offerings-IBM-to-Deliver-Security-Consulting-Services-Across-Palo-Alto-Networks-Security-Platforms   Synopsys Sells Off Software Integrity Division https://uk.finance.yahoo.com/news/synopsys-sell-unit-much-2-142008331.html https://www.prnewswire.com/news-releases/synopsys-enters-definitive-agreement-to-sell-its-software-integrity-business-to-clearlake-capital-and-francisco-partners-302136709.html   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

On this episode of the Six Five On the Road, host Krista Macomber is joined by Mike Nichols, VP of Product Management, Security, at Elastic for a conversation on the critical role of AI in transforming Security Operations Centers (SOCs). Mike shares insights on how artificial intelligence is not just the future but a present necessity in defending enterprise systems against advancing threats. Their discussion covers: The transition from traditional SIEM to AI-driven security analytics and its impact on SOC workflows. Advancements in threat detection with the new Attack Discovery feature using generative AI. Enhancements in team productivity through the AI Assistant, offering tailored guidance for analysts and administrators. The implementation of the Search AI platform to improve the accuracy and relevance of generative AI responses by integrating public Large Language Models (LLMs) with private contextual data. A forward-looking perspective on defending enterprises with AI technologies, emphasizing that the future is already here.  

On this episode of the Six Five on the Road, host Shira Rubinoff is joined by Aviatrix's Chris McHenry, Vice President of Product Management, for a conversation on the critical convergence of cloud networking and security, and how Aviatrix is leading the way. Their discussion covers: The timing and reasons behind the convergence of cloud networking and security The benefits that come from integrating cloud networking and security functions Insights into Aviatrix Distributed Cloud Firewall and its role in this new era Recommendations for organizations to align their enterprise cloud operations with networking and security imperatives The exciting potential of Generative AI in enhancing cost optimization, efficiencies, and proactive protection within cloud environments Learn more at Aviatrix.

In this episode of Six Five On the Road, host Keith Kirkpatrick welcomes Peter van der Putten, Lead Scientist & Director of Pega’s AI Lab at Pegasystems for a conversation about generative AI in the enterprise.  Their discussion covers: The current state of generative AI  Common use cases for the technology, pitfalls and hurdles to avoid when deploying generative AI  A preview of the topics he and others will be discussing at PegaWorld iNspire 2024  

On this episode of the Six Five On the Road, Shira Rubioff is joined by HUB International's Jeremy Embalabala and Cohesity's Kit Beall for a conversation on redefining cybersecurity and data management in today's rapidly evolving digital landscape. Their discussion covers: The transformative role of HUB International in the global insurance and financial services sector, and an insight into Jeremy's pivotal role. A deep dive into Cohesity's mission to revolutionize data management and security to derive actionable insights. Jeremy's perspective on the significant threats in cybersecurity and the strategic measures HUB International has adopted. Collaboration strategies between IT and Security Operations to confront rising cybersecurity challenges. The synergy between HUB International’s multicloud strategy and Cohesity’s innovative data protection solutions for enhanced cyber resilience.  

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:   Welcome Stacy Rasgon, Bernstein Research - AMD, Intel, Qualcomm https://bernstein-autonomous.bluematrix.com/sellside/Disclosures.action?brand=SCB https://x.com/PatrickMoorhead/status/1785780919111942486 https://x.com/PatrickMoorhead/status/1785431080146989100 https://x.com/PatrickMoorhead/status/1783635930894782641   Intel, Qualcomm, and Huawei Licenses https://twitter.com/danielnewmanUV/status/1788206137030123565 https://finance.yahoo.com/news/us-revokes-intel-qualcomm-licenses-215129066.html https://www.wsj.com/business/telecom/intel-says-u-s-commerce-department-revokes-licenses-for-exports-of-certain-items-to-chinese-customer-ccc24cb4   Arm Q4 FY24 Earnings https://twitter.com/PatrickMoorhead/status/1788320613268169075 https://twitter.com/danielnewmanUV/status/1788307911560896740 https://investors.arm.com/financials/quarterly-annual-results   GlobalFoundries Q1/24 Earnings https://x.com/PatrickMoorhead/status/1788666648364196204 https://twitter.com/danielnewmanUV/status/1787852243485737438 https://investors.gf.com/news-releases/news-release-details/globalfoundries-reports-first-quarter-2024-financial-results   Apple iPad Event, M4, and Crush Ad https://twitter.com/PatrickMoorhead/status/1788232540014485719 https://twitter.com/PatrickMoorhead/status/1787924179305775113 https://twitter.com/PatrickMoorhead/status/1787872625584451675 https://twitter.com/anshelsag/status/1787853937191919786 https://twitter.com/danielnewmanUV/status/1788038241947718113 https://twitter.com/danielnewmanUV/status/1787888079027490939 https://twitter.com/danielnewmanUV/status/1787874439620911493 https://twitter.com/danielnewmanUV/status/1787645269766738082 https://finance.yahoo.com/news/apples-ipad-event-was-an-ai-teaser-for-its-future-184058075.html   Visit to Solidigm HQ - State of Storage for AI https://twitter.com/PatrickMoorhead/status/1787587203889066087 https://twitter.com/danielnewmanUV/status/1787584537993814352   ServiceNow Knowledge 2024 https://twitter.com/PatrickMoorhead/status/1788377708428251536 https://twitter.com/PatrickMoorhead/status/1788261884707348781 https://twitter.com/PatrickMoorhead/status/1788253247075229755 https://twitter.com/PatrickMoorhead/status/1787947668356165751 https://twitter.com/PatrickMoorhead/status/1787890800812245053 https://twitter.com/PatrickMoorhead/status/1787888259370283299 https://twitter.com/PatrickMoorhead/status/1787879440485318790 https://twitter.com/PatrickMoorhead/status/1787877672951128380 https://twitter.com/danielnewmanUV/status/1787893020928713062 https://twitter.com/danielnewmanUV/status/1787878111465590840   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

On this episode of the Six Five On the Road, host Shira Rubinoff is joined by IBM's Akiba Saeedi and Scott McCarthy, for a conversation on securing AI against emerging threats and integrating cybersecurity into the fabric of AI innovation. Their discussion covers: Current market trends and concerns from clients regarding AI The importance of Governance in AI and the role of cybersecurity Identifying and mitigating risks associated with AI technologies The essential consideration of cybersecurity as part of AI development Insights into the burgeoning field of Quantum technology and its implications  

On this episode of the Six Five in the Booth, Will Townsend of Moor Insights & Strategy is joined by Infoblox's Mukesh Gupta, Chief Product Officer for a conversation on the future of cybersecurity in an ever-evolving threat landscape. Their discussion covers: Strategies to track the constantly evolving threat landscape Emerging attack trends to watch The significance of DNS in cybersecurity enhancements by Infoblox Infoblox’s latest innovations for enhanced protection and control Mukesh Gupta's insights on the biggest challenges for security professionals in 2025  

  On this episode of the Six Five in the Booth, Will Townsend of Moor Insights & Strategy is joined by Infoblox's Dr. Renée Burton, Vice President, Threat Intelligence, for a deep dive into the world of DNS-based threat intelligence and how Infoblox is leading the charge in protecting businesses from an array of cyber threats. Their discussion covers: The pivotal role of DNS in the cybersecurity landscape and Infoblox’s approach to unmasking threat actors. The intriguing story behind the names of threats like seahorses, pumas, vipers, dogs, and meerkats, and the significance of DNS in safeguarding against them. An exploration of Zero Day DNS and its importance in the battle against cyber threats. Infoblox's strategic shift from threat aggregator to creator and the reasoning behind this transition. The necessity of introducing new security products in a market flooded with solutions.  

On this episode of the Six Five On the Road, host Shira Rubinoff is joined by Index Engines' Jim McGann, VP of Strategic Alliances, for a conversation on how Index Engines is revolutionizing data security and integrity within the industry. Their discussion covers: An overview of Index Engines and its role within the security sector. The success and strategy behind CyberSense for data protection. Goals and expectations for the upcoming RSA conference.

On this episode of the Six Five on the Road, Krista Macomber and Will Townsend are joined  by Microsoft's Vasu Jakkal, Corporate Vice President, Microsoft Security for a conversation on Microsoft’s unwavering commitment to security. Their discussion covers: Microsoft’s expanded Secure Future Initiative and its approach to security Insights from the deployment of Microsoft Copilot for Security and its impact from a customer perspective The role of GenAI in the realm of cybersecurity, examining both threats and defenses The concept of "security as a team sport" and Microsoft's strategy in fostering robust security ecosystems  

On this episode of the Six Five on the Road, Krista Macomber and Will Townsend are joined by Microsoft's Herain Oberoi, General Manager, Microsoft Security for a conversation on securing and governing AI. Their discussion covers: The importance of securing AI, in light of Microsoft Security's recent announcements. Unique threats and risks associated with generative AI and Microsoft’s strategies. Strategies to address the concern of sensitive data leakage with AI adoption. Insights and recommendations for organizations planning to adopt Copilot for M365.  

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:   AMD Q1/24 Earnings https://twitter.com/PatrickMoorhead/status/1785431080146989100 https://twitter.com/PatrickMoorhead/status/1785410851790364722 https://twitter.com/danielnewmanUV/status/1785404308927725708 https://twitter.com/danielnewmanUV/status/1785412651889127782 https://www.amd.com/en/newsroom/press-releases/2024-4-30-amd-reports-first-quarter-2024-financial-results.html#:~:text=SANTA%20CLARA%2C%20Calif.%2C%20April,earnings%20per%20share%20of%20%240.07   Amazon Q1/24 Earnings & Q Goes GA https://twitter.com/PatrickMoorhead/status/1785666389996380578 https://moorinsightsstrategy.com/research-notes/amazon-q-delivers-an-evolved-take-on-ai-for-enterprises/ https://twitter.com/danielnewmanUV/status/1785400018263801979 https://twitter.com/danielnewmanUV/status/1785689571033825755 https://twitter.com/danielnewmanUV/status/1785411458383176166 https://twitter.com/danielnewmanUV/status/1785035897861255288 https://ir.aboutamazon.com/news-release/news-release-details/2024/Amazon.com-Announces-First-Quarter-Results-68b9258cd/   Qualcomm Q2/FY24 Earnings https://twitter.com/PatrickMoorhead/status/1785787290784035156 https://twitter.com/PatrickMoorhead/status/1785780919111942486 https://twitter.com/PatrickMoorhead/status/1785762212876873826 https://twitter.com/danielnewmanUV/status/1785785183058141199 https://finance.yahoo.com/news/qualcomm-inc-qcom-q2-fiscal-214245257.html   Apple Q2/FY24 Earnings https://www.apple.com/newsroom/2024/05/apple-reports-second-quarter-results/ https://twitter.com/PatrickMoorhead/status/1786133526833672202 https://x.com/quartr_app/status/1786134894646554820?s=46&t=YiEHo6jc4-PozRf_efr9PA https://twitter.com/danielnewmanUV/status/1786145686594965978 https://twitter.com/danielnewmanUV/status/1786133257353871491   Lattice Q1/24 Earnings https://twitter.com/PatrickMoorhead/status/1785367306584948887 https://twitter.com/danielnewmanUV/status/1785073534449979744 https://ir.latticesemi.com/static-files/02d79053-4b33-46ac-b47c-b16b9d5121f2   Commvault Q4/FY24 Earnings https://twitter.com/danielnewmanUV/status/1785361743255921034 https://ir.commvault.com/news-releases/news-release-details/commvault-announces-fiscal-2024-fourth-quarter-financial-results   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:   Google Q1/24 Earnings  https://twitter.com/danielnewmanUV/status/1783592718712668547 https://x.com/PatrickMoorhead/status/1783651113767706925  https://abc.xyz/assets/91/b3/3f9213d14ce3ae27e1038e01a0e0/2024q1-alphabet-earnings-release-pdf.pdf https://finance.yahoo.com/news/alphabet-earnings-preview-all-eyes-on-ai-investments-ad-market-growth-as-meta-disappoints-142011581.html   Microsoft Q3/24 Earnings  https://x.com/PatrickMoorhead/status/1783642788409888806  https://twitter.com/danielnewmanUV/status/1783589533725958356 https://www.microsoft.com/en-us/investor/earnings/fy-2024-q3/press-release-webcast https://www.microsoft.com/en-us/Investor/earnings/FY-2024-Q3/performance   ServiceNow Q1/24 Earnings  https://twitter.com/danielnewmanUV/status/1783231711490302031 https://www.servicenow.com/company/media/press-room/first-quarter-2024-financial-results.html   SAP Q1/24 Earnings https://twitter.com/danielnewmanUV/status/1782746698625737023 https://twitter.com/PatrickMoorhead/status/1783309345779814513 https://news.sap.com/2024/04/sap-announces-q1-2024-results/   Meta Q1/24 Earnings https://twitter.com/danielnewmanUV/status/1783239579463553395 https://investor.fb.com/investor-news/press-release-details/2024/Meta-Reports-First-Quarter-2024-Results/default.aspx   IBM Q1/24 Earnings https://x.com/PatrickMoorhead/status/1783319862950998392    Intel Q1/24 Earnings  https://x.com/PatrickMoorhead/status/1783635930894782641  https://twitter.com/danielnewmanUV/status/1783596972236050773 https://twitter.com/danielnewmanUV/status/1783600304577012055 https://www.intc.com/news-events/press-releases/detail/1692/intel-reports-first-quarter-2024-financial-results https://finance.yahoo.com/news/intel-earnings-135825817.html   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

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.

On this episode of the Six Five On the Road, hosts Daniel Newman and Patrick Moorhead are joined by Google Cloud's Oliver Parker, Vice President, Global Generative AI GTM, for a conversation on why Google Cloud is the preferred choice for customers looking into generative AI solutions. Their discussion covers: The reasons behind Oliver Parker's decision to rejoin Google Cloud Insights from recent global meetings with customers about their inquiries and needs regarding generative AI The key factors driving customers towards choosing Google Cloud for generative AI projects Additional insights into Google Cloud's offerings and future directions  

On this episode of the Six Five On the Road, hosts Daniel Newman and Patrick Moorhead are joined by Google Cloud's Mark Lohmeyer, Vice President & GM Compute and ML Infrastructure, for a conversation on Google Cloud's latest innovations and strategic direction, particularly focusing on workload-optimized infrastructure. The discussion covers: The holistic approach of Google Cloud toward system-level design optimization across essential technology stacks. The extensive range of TPUs and GPUs available through Google Cloud and partners, enhancing infrastructure flexibility. An in-depth look at Google Cloud's AI Hypercomputer architecture designed to supercharge AI operations. The introduction of Axion, a new custom-designed Arm-based CPU by Google. Exciting expansions in Google Cloud's storage capabilities, including the launch of Hyperdisk ML for AI applications.  

On this episode of The Six Five On the Road, hosts Daniel Newman and Patrick Moorhead welcome Dipto Chakravarty, Chief Product Officer at Cloudera for a conversation on Cloudera’s growth and product-led innovations and their position as AI continues to disrupt compute infrastructure at Cloudera Elevate 25. Their discussion covers: An overview of Cloudera’s growth strategy and specific product-led innovations Cloudera has planned  Cloudera’s “nexus of trusted data” and how this makes their cloud platform unique  How Cloudera positions themselves as AI usage trends continue and how Cloudera’s trusted data will make a difference for customers  

On this episode of the Six Five - On the Road, hosts Patrick Moorhead and Daniel Newman are joined by Intel's Justin Hotard, Executive Vice President and General Manager, Data Center and AI Group, and Sachin Katti, Senior Vice President and General Manager, Network and Edge Group. This episode offers an insightful discussion on Intel's strategic direction regarding Enterprise AI, which was covered this week during Intel Vision 2024. Their discussion covers: The Enterprise AI Opportunity  Intel’s Vision for Enterprise AI and the necessary steps to realize it Intel's scalable approach to AI and its impact Intel's strategy on addressing software challenges in AI Key product announcements made by Intel this week  

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.

On this episode of the Six Five In the Booth, host Keith Kirkpatrick is joined by Adobe's Ken Reisman, Vice President of Digital Media for Enterprise, for an illuminating conversation on how Adobe is catering to the evolving content needs of modern enterprises. Recorded at Adobe Summit, Adobe's premier Digital Experience conference, this discussion delves deep into the realms of innovation, GenAI's business impact, and what the future holds for Adobe Firefly. Their discussion covers: The significance of Adobe Summit as a hub for digital experience innovation and what enterprises are seeking to truly leverage the potential of GenAI. Ken Reisman’s insights on the latest innovations and product announcements from Adobe, highlighting the developments he's most enthusiastic about. The future trajectory for Adobe Firefly amidst Adobe's expansive innovation landscape and other key takeaways from the event.  

On this episode of the Six Five - On the Road, hosts Patrick Moorhead and Daniel Newman are joined by Dell Technologies' Kyle Dufresne and Ihab Tarazi, who dive into the State of AI Adoption with Dell Technologies. This discussion unravels Dell's positioning and strategy in the evolving AI landscape, exploring their unique value proposition, as well as, upcoming insights from Dell Technologies World. Our discussion covers: Dell's opportunities in GenAI following NVIDIA GTC The advantages of partnering with Dell for enterprise AI solutions Anticipated highlights and what to expect at Dell Tech World    

On this episode of Six Five - On the Road, host Patrick Moorhead and Daniel Newman are joined by Dell Technologies' Varun Chhabra, SVP Product Marketing, for a conversation on the collaboration between Dell and NVIDIA known as the Dell AI Factory. This innovative initiative was one of the highlights at the recent NVIDIA GTC event, showcasing how both companies are at the forefront of driving enterprise adoption of AI technologies. Their discussion covers: The unveiling of the Dell AI Factory in partnership with NVIDIA at GTC, and its significance for the AI industry. Insights into Rapid Adoption Group's (RAG) findings on enterprise adoption of AI technologies. How Dell's collaboration with NVIDIA, including the integration of NVIDIA's Blackwell series, is shaping the future of AI solutions for customers. A sneak peek into what Dell Technologies has planned next in the field of AI and emerging technologies.  

On this episode of The Six Five - On the Road, hosts Daniel Newman and Patrick Moorhead welcome Abhas Ricky, Chief Strategy Officer at Cloudera for a conversation on Cloudera’s enterprise AI ecosystem at Cloudera Elevate 25. Their discussion covers: How Cloudera is helping customers use AI in production  Cloudera’s strategy to use hybrid to drive growth The latest update to Cloudera’s enterprise AI ecosystem  

On this episode of The Six Five, host Patrick Moorhead is joined by Cornerstone Research's Kirti Gupta VP & Chief Economist, Global Tech. Kirti brings a wealth of experience from her 20 years at Qualcomm and shares her insights into the LeadershIP 2024 conference, the critical role of technology and innovation policies, and the challenges facing the US in maintaining its competitive edge in the global tech landscape.   The discussion covers: An overview of the LeadershIP 2024 conference, its evolution, and the significance of its new partnership with CSIS. The dichotomy between open ecosystems and closed models in today's economy and the impact on innovation. The strategic considerations of national security and the dangers of technological monopolies from a country perspective. Examining which innovation model will triumph in the face of global competition, and the role of financial resources. The effects of diminishing intellectual property rights in the US, and the necessity of protecting these rights to ensure competitiveness. The potential lag of the US behind other jurisdictions in implementing regulations similar to the EU's Digital Markets Act, and the implications.  

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.

On this episode of The Six Five - On the Road, hosts Patrick Moorhead and Daniel Newman are joined by Adobe's Eric Hall, CMO Digital Experience Business for a conversation on the revolutionary shifts in customer experience driven by artificial intelligence. Eric shares valuable insights from the Adobe Summit, discussing the challenges marketers face in this new era of GenAI and how Adobe is uniquely positioned to assist enterprises in achieving personalization at scale. Our discussion covers: Key themes and challenges for marketers highlighted at the Adobe Summit, focusing on the era of GenAI. Adobe's strategic approach to empowering Enterprise CMOs and CIOs with tools for achieving personalization at scale. Exciting new products and offerings announced at the summit that are set to transform customer experience management. The significance of Adobe's role as customer zero in its marketing strategy. The crucial role of partnerships in enhancing Adobe's Customer Experience Management solutions.  

On this episode of "In the Booth" from Enterprise Connect 2024, The Futurum Group’s Craig Durr talks with Ryan Nichols, Chief Product Officer for Service Cloud at Salesforce, and Randy Hand, Head of Solution Architecture at AWS, about the transformative role of AI in customer service and the strategic partnership between Salesforce and AWS that enhances contact center solutions. Their discussion covers: The impact of Generative AI on customer service strategies and its potential to revolutionize contact center efficiency and customer satisfaction. The collaboration between Salesforce and AWS, highlighting how their integrated solutions leverage AI and cloud technologies to innovate contact center operations. Salesforce's Service Cloud Voice and how it utilizes AI and CRM data to provide a unified and personalized customer service experience across various channels. Future innovations from Salesforce in the contact center space, focusing on AI and data-driven solutions to enhance customer interactions and operational effectiveness.  

On this episode of The Six Five On the Road, hosts Daniel Newman and Patrick Moorhead are at Cloudera Elevate 25 where they welcome Charles Sansbury, Chief Executive Officer at Cloudera for a conversation on Cloudera’s growth strategy, which includes hybrid cloud and AI. Their discussion covers: Cloudera’s strategy and key investments for growth How Cloudera is using AI to help their customers Cloudera’s plan for hybrid cloud and how are the customers reacting  

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.

On this episode of The Six Five - In the Booth from Enterprise Connect, The Futurum Group’s Craig Durr talks with Albert Kooiman, Senior Director at Microsoft, about the latest advancements in Microsoft Teams Rooms, highlighting the integration of AI to enhance meeting experiences and improve collaboration. Their discussion covers: The role of AI in transforming meeting room experiences, enabling features like speaker identification and content processing. The lifecycle of meetings, from preparation to post-meeting analysis, all enhanced by AI-driven suggestions and insights. Governance and privacy considerations in AI deployment, especially concerning voice recognition and data access. The evolution of BYOD (Bring Your Own Device) meeting rooms, leveraging Teams client to differentiate user experiences and provide valuable data for IT and business decision-making.  

On this episode of The Six Five - On the Road, host Patrick Moorhead is joined by Dr. Dario Gil SVP and Director for IBM Research and Ion Stoica, Executive Chairman, Anyscale and Databricks and Professor at UC Berkeley. They engage in a captivating conversation about the significance of an open future for Artificial Intelligence and introduce us to the AI Alliance's goals and initiatives. Our discussion covers: The mission and objectives of the AI Alliance within the AI industry Historical context and motivations behind the formation of the AI Alliance and its unique positioning The diverse makeup of the AI Alliance, including pivotal roles of IBM and Anyscale, in promoting AI accessibility Strategies for fostering open and responsible AI development through the Alliance Overview of current projects and future endeavors of the AI Alliance Learn more at IBM Research and Anyscale.

On this episode of The Six Five - In the Booth, host Paul Nashawaty is joined by Fermyon Technologies' CEO Matt Butcher, for a conversation on how WebAssembly and SpinKube are shaping the future of cloud computing from KubeCon Paris 2024. The discussion covers: The journey of WebAssembly crossing into real-world production use cases The exceptional performance WebAssembly offers and its impact Introduction of SpinKube and its successful implementation at ZEISS Group Examining the multi-dimensional performance enhancements including cold starts, throughput, and density The advent of "true serverless" computing and its significance for developers across skill levels  

On this episode of The Six Five - On the Road, hosts Patrick Moorhead and Daniel Newman are joined by Pure Storage's Chairman and CEO Charles Giancarlo for a conversation on Pure Storage's advancements and strategic position regarding Artificial Intelligence (AI). The discussion covers: The evolution of Pure Storage's stance on AI during Charles Giancarlo’s 7-year tenure Current state of Pure Storage's AI deployments The critical role of flash technology in driving AI innovation Insights into Pure Storage's partnership with NVIDIA Pure Storage's use of AI for enhancing storage operations for system users A deep dive into  Evergreen//One  

On this episode of the Six Five - In the Booth, host Paul Nashawaty is joined by ZEDEDA's Erik Nordmark, Co-founder and CTO for a conversation on navigating the complexities of open source in the evolving landscape of edge computing at KubeCon Paris 2024. Our discussion covers: The concerns surrounding open source and the Linux Foundation’s role in addressing them The impact of containers on legacy software and the role of Kubernetes in modern applications Insights into the customer journey toward adopting Kubernetes, containers, and edge computing Challenges specific to distributed edge computing, including issues related to physical security and connectivity The role of AI-enabled applications in processing data at the edge  

Inside the Santiago Bernabeau Stadium, the home of Real Madrid, everything has become connected thanks to a Wi-Fi 6 network using Cisco technology. The network serves as the stadium's digital backbone, enabling transformation through AI to drive new fan experiences and operational efficiencies. In this episode of Connected, host Diana Blass explores how other businesses can do the same. Learn more in interviews with Real Madrid CIO Enrique Uriel, Cisco's Bob Everson, Cisco’s Matt Macpherson and AT&T's Mike Troiano.  

On this episode of The Six Five — In the Booth, host Steven Dickens is joined by Intel's Markus Flierl, Corporate Vice President, Intel Developer Cloud, for a conversation about how Intel is bridging the gap between hardware prowess and cutting-edge software development with its Developer Cloud, especially in the realms of AI, security, and performance at the KubeCon Paris 2024 event. The discussion covers: The role and vision behind Intel Developer Cloud and how it serves the developer community. Intel's expanding footprint in the software ecosystem, particularly at events like KubeCon. Enhancements in AI capabilities, performance, and security within Intel's software portfolio. The significance of Intel’s hardware and software synergy for Kubernetes developers. Intel's approach to ensuring data security in the age of prevalent AI technologies.   Learn more at Intel.  

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.

On this episode of The Six Five - On the Road, host Patrick Moorhead and Daniel Newman are joined by Microsoft’s Eric Boyd CVP, Azure AI Platform, and Brendan Burns CVP, Azure Kubernetes Service, for a conversation on how Microsoft is embracing open source for AI development and what it means for developers. Our discussion covers: The significance of open source for developers creating AI applications Microsoft’s overarching vision and approach toward open source Practical examples of Microsoft’s initiatives with open source and AI Details on Microsoft's leadership with OpenAI and partnership with Mistral Utilizing Kubernetes services for AI app development and recommendations for getting started with these technologies Learn more at Microsoft.

On this episode of The Six Five on AI, hosts Patrick Moorhead and Daniel Newman are joined by Samsung Semiconductor US's President Jinman Han, head of Samsung’s US Memory Business Jim Elliott, and head of Samsung’s US Foundry Business Marco Chisari, for a conversation on Samsung's approach to artificial intelligence.  Our discussion covers: Samsung's overarching AI vision and how it's shaping the future of technology. The strategic approaches Samsung is employing to navigate the AI landscape. The target markets Samsung is focusing on within the AI sector. Challenges Samsung's customers encounter in AI implementation and how Samsung addresses these issues. An overview of Samsung's specific AI products or offerings and what makes them stand out in the market. Learn more at Samsung Semiconductor.

On this episode of The Six Five - In the Booth, we are joined by Rocket Software's Phil Buckellew, President of Infrastructure Modernization, for a conversation on harnessing hybrid cloud strategies, enhancing security, and ensuring compliance within mainframe environments. Our discussion covers: Rocket Software's approach to aiding customers in adopting a hybrid cloud strategy inclusive of mainframes. Strategies for customers to leverage their mainframe and enterprise data effectively with cloud technologies. Enhancements in security measures by Rocket for securing mainframes and other systems in hybrid cloud IT landscapes. Preparatory measures for compliance with emerging regulations such as DORA. Rocket Software's solutions to overcoming the hurdles of skills gap, agility, and automation in managing mainframe systems. Learn more at Rocket Software.

On this episode of The Six Five, hosts Patrick Moorhead and Daniel Newman are joined by AWS's Holly Mesrobian, VP Serverless Compute for a conversation on the integration and future of AWS Serverless Compute, including Lambda, ECS, Fargate, and Event-Driven Architectures. Our discussion covers: Navigating Kubernetes complexities with AWS Serverless Celebrating 10 years of AWS Lambda and its impact on customers How AWS Serverless changes application architecture towards event-driven models Integration of applications within the AWS portfolio akin to iPaaS Meeting the demands of Generative AI workloads with serverless solutions Learn more at AWS.

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.

On this episode of The Six Five – In the Booth, host Steven Dickens is joined by SHARE President, Scott Fagen, during the SHARE conference in Orlando to continue their conversation on SHARE’s membership program and the importance of SHARE’s online portal and learning management system. Their discussion covers: An update on SHARE’s individual membership A brief overview of the benefits of the new student membership, which includes networking opportunities and access to the SHARE’d Knowledge platform for sharing knowledge and best practices How SHARE is celebrating Mainframe’s 60th anniversary An update on SHARE’s online portal and the learning management system Learn more at share.org.

On this episode of The Six Five - On the Road, hosts Krista Macomber and Will Townsend are joined by Microsoft's Sherrod DeGrippo, Director of Threat Intelligence Strategy at Microsoft Secure for a conversation on the evolving landscape of AI and cybersecurity and how Microsoft Copilot for Security can be used to enhance threat intelligence strategies. Their discussion covers: How attackers utilize new AI capabilities and Microsoft's strategies to assist organizations in combating these increasingly sophisticated threats. The potential for AI to revolutionize cybersecurity with a focus on proactive threat detection. The impact of Microsoft Copilot for Security on the daily routines of threat analysts. The effects of generative AI on attack methods, the current state of AI integration within security tools, and the anticipated adoption rate within the industry. Addressing the cyber-security skills gap with the help of generative AI.  

On this episode of The Six Five - On the Road, hosts Krista Macomber and Will Townsend are joined by Microsoft's Brandon Dixon, Partner Group Product Manager, Copilot for Security at Microsoft Secure for a conversation on Microsoft Copilot for Security and how it's revolutionizing the field of cybersecurity with the power of AI. Their discussion covers: The advantages and key features of Microsoft Copilot for Security in a market flooded with AI-empowered security solutions. Microsoft's strategic decision to offer Copilot for Security both as a standalone experience and embedded across its product portfolio. Looking ahead, what is most exciting about the future of AI in the security industry.  

On this episode of The Six Five - On the Road, hosts Krista Macomber and Will Townsend are joined by Microsoft's Vasu Jakkal, Corporate Vice President, Microsoft Security Business at Microsoft Secure for a conversation on the evolving landscape of cybersecurity and the official roll-out of Microsoft Copilot for Security. Their discussion covers: The customer feedback and adoption hurdles of Microsoft Copilot for Security, highlighting its year-long journey before general availability. The crucial role of identity management in cybersecurity, and how Microsoft Copilot for Security aids in bolstering defenses. Other security challenges voiced by customers and how Microsoft's suite of tools, including Copilot for Security, aims to address them. Insights into Microsoft's strategies for empowering partners in the IT distribution channel to better support customer security needs. The introduction of a new pricing model for Microsoft Copilot for Security intended to streamline adoption and enhance access across sectors.  

What happens when two GPUs go head-to-head in an AI race? Tech it Out with The Six Five's host Diana Blass inside Qualcomm's booth at Mobile World Congress, where she had the chance to check out the latest in on-device AI and connectivity with Qualcomm's Durga Malladi.

On this episode of The Six Five – On The Road, join hosts Daniel Newman and Patrick Moorhead for a conversation with Yossi Cohen, President and CEO at Ericsson North America at MWC 2024 on new innovations and the future of 5G networks. Their discussion covers: A brief introduction from Yossi Cohen on his new role as President and CEO An overview on the first half of the 5G deployment cycle  Insights into new innovations and what can we expect to see in the second half of the 5G deployment cycle The role AI and ASICs play within cellular networks  

On this episode of The Six Five On the Road, host Patrick Moorhead welcomes Charles Ferland, VP & GM, Edge Computing & Communication Services Providers (Telco), Infrastructure Solutions Group at Lenovo at MWC 2024. Their conversation dives into the forefront of edge computing innovations, particularly focusing on Edge AI and its implications for telecommunications companies. The discussion covers: An introduction to edge computing and Lenovo's pioneering role in Edge AI. The uniqueness and recent advancements in edge computing technology. How edge computing enables Communication Service Providers (CommSPs) to expand their service offerings. Lenovo's partnership with Telefonica: achievements and insights. The challenges faced and benefits realized through the deployment of edge computing solutions. Learn more at Lenovo's Edge Computing Page.  

On this episode of The Six Five - On the Road, hosts Daniel Newman and Patrick Moorhead welcome Dominique Vanhamme, ED CommSP Segment, Infrastructure Solutions Group at Lenovo and Mehran Hadipour, VP Global Alliances, Rakuten Symphony Inc. (A Rakuten Group Company). Their conversation delves into the future of AI at the edge and how their newly announced solutions are set to revolutionize the adoption and integration of AI in businesses. Their discussion covers: The synergy between Lenovo and Rakuten Symphony, highlighting the collaboration's objectives and the role of Lenovo's newly announced solutions in advancing AI integration in businesses Understanding the appeal of Lenovo and Rakuten Symphony for companies seeking AI at the edge solutions, and why they stand out in the marketplace Insights into customer needs and pain points that inspired the joint solutions by Lenovo and Rakuten, along with the anticipated value these solutions will provide to customers Predictions around the evolution of the telecommunications sector and Lenovo's strategic position within that transformation Learn more at Lenovo and Rakuten Symphony Inc.

On this episode of The Six Five - On the Road, hosts Daniel Newman and Patrick Moorhead welcome Lenovo's Kirk Skaugen, Executive Vice President and President, Lenovo ISG, for a conversation on Lenovo's role in transforming the telecommunications industry with innovative Edge AI technologies. Their discussion covers: Overview of Lenovo's announcements at MWC and their implications for the telecommunications sector Lenovo's specific engagements and advancements within the mobile communications industry at MWC How Lenovo stands out in the AI market, particularly in competitive environments like trade shows Learn more about Lenovo.

On this episode of The Six Five – On the Road, hosts Daniel Newman and Patrick Moorhead welcome Saadat Malik, VP and GM of Edge Computing, Software-Defined Edge Division, Broadcom, for a conversation on bringing compute capabilities to all edges in the technology landscape during MWC 2024. Their discussion covers: How the edge computing space has evolved over the last two decades The integration of Edge Compute into the concept of the Software-Defined Edge The diverse environments where Edge Compute can be significant The benefits of unifying compute and connectivity at the edge for customers The major challenges customers face in deploying compute solutions at the edge Learn more at Broadcom.

On this episode of The Six Five - On the Road, hosts Daniel Newman and Patrick Moorhead welcome Abe Ankumah, Head of SD-WAN & SASE, Software-Defined Edge Division, Broadcom, for a conversation on enabling secure, reliable, and ubiquitous connectivity with the Software-Defined Edge. Their discussion covers: The role of SASE and SD-WAN in the Software-Defined Edge and how Broadcom, formerly VMware, is advancing this concept Introduction to the new single-vendor SASE solution unveiled at MWC by the SASE and SD-WAN team Features and expectations for the new VMware VeloCloud SASE, secured by Symantec. Predicted responses from managed service partners towards Broadcom's single vendor SASE solution Highlights from Broadcom's demonstrations on the show floor at MWC Learn more at Broadcom.

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.

On this episode of The Six Five On the Road, hosts Daniel Newman and Patrick Moorhead welcome Chris Moore, VP of Marketing for Micron’s Mobile Business Unit for a conversation on Micron’s newest mobile storage solution announced at MWC 2024, the future of on-device mobile AI and why semiconductor innovation is key to enabling AI at the edge. Their discussion covers: Insights into Micron’s new mobile storage product announced at MWC 2024 and what this enables for the mobile ecosystem The role memory and storage play in enabling on-device AI for consumers’ smartphones The benefits and use cases for computing at the edge for consumers Chris’s thoughts on mobile trends, the future of mobile innovation, and challenges for the mobile ecosystem when it comes to AI innovation  

On this episode of The Six Five In the Booth, hosts Daniel Newman and Patrick Moorhead welcome Andrew Coward, General Manager, Software Networking at IBM and Mark McDonald, VP, Wireless Networks at Bell Canada at MWC 2024 for a conversation on how generative AI is being used in the networking landscape. Their discussion covers: The current state of wireless networking and what issues can be solved with AI How generative AI is currently used in networking and how will this change over time as the use of generative AI matures Thoughts from Andrew and Mark on how generative AI will transform both of their respective companies Click here to learn more about IBM’s announcements at MWC.

On this episode of The Six Five - On the Road, hosts Patrick Moorhead and Daniel Newman are joined by HP's Sue Richards Division President, Home Print Business for a conversation on how the HP Smart Tank portfolio is revolutionizing printing technology for home and home office working spaces. Sue shares insights into the efficiency, high-quality, worry-free, and sustainable solutions HP offers. Their discussion covers: Analysis of the primary printing needs for home and home office customers and HP's solutions Unique offerings and competitive edges of the HP Smart Tank Portfolio Exploring what constitutes an efficient, high-quality, and seamlessly integrated printing experience Features that position HP as the most user-friendly tank printer on the market The alignment of HP Smart Tank Portfolio with HP's sustainability goals Learn more at HP.

On this episode of The Six Five - On the Road, hosts Patrick Moorhead and Daniel Newman  are joined by HP's Ian Pratt, Global Head of Security for Personal Systems. Ian will delve into HP’s groundbreaking announcement on the world’s first business PCs designed to safeguard firmware against quantum computer attacks, a significant step in cybersecurity. The conversation also explores the quantum threat to cryptography and the urgency for organizations to devise countermeasures. The discussion covers: Understanding the quantum threat to cryptography. Identifying industries at high risk from quantum computing hacks. Strategies for organizations to commence preparations against future quantum threats. Learn more at HP.

On this episode of The Six Five - On the Road, hosts Patrick Moorhead and Daniel Newman are joined by HP's John Gordon, Senior Vice President and Division President, HP Managed Solutions, and Faisal Masud, Senior Vice President and Division President, HP Digital Services, for a conversation on how happy, productive employees contribute to company success. Despite significant efforts by many firms to adapt to new work styles and enhance flexibility, employee productivity and satisfaction remain distressingly low. John and Faisal will dive deep into the current workforce dynamics and share HP Workforce Solutions' vision for delivering outstanding employee experiences. Their discussion covers: The backgrounds of John Gordon and Faisal Masud and their respective new roles in the Workforce Solutions leadership team. Addressing the biggest challenges businesses face today and HP's strategies for tackling these issues. The critical role of HP’s channel partners in driving workforce transformation. Learn more at HP.

On this episode of The Six Five - On The Road, hosts Patrick Moorhead and Daniel Newman are joined by HP's Vivian Chow, Vice President of Office Product Portfolio, for a conversation on revolutionizing printing in the modern office landscape. As hybrid work models continue to evolve, Vivian shares insightful trends impacting customers and channel partners, along with the necessity for a modern, flexible printing ecosystem. The discussion covers: The unique opportunities presented by hybrid office setups for HP to be a trusted partner Key print needs for Small to medium-sized business customers and HP's differentiated offerings Growth opportunities for channel partners and HP's support in their market success The role of AI in printing and its implications for the future printing ecosystem Learn more at HP.

On this episode of The Six Five - On The Road, hosts Patrick Moorhead and Daniel Newman   are joined by HP's Jim Nottingham, Senior Vice President and Division President. Jim shares thoughtful insights on how HP is gearing up to revolutionize artificial intelligence (AI) accessibility and innovation through its new Z by HP products and solutions. The discussion delves into HP's commitment to fostering the new era of AI at scale, emphasizing the democratization of AI, the progress of the Z by HP AI Studio, and the integration of AI in various industries through high-performance Z workstations. The discussion covers: The importance of HP's announcements at HP Imagine and the new developments presented at APC for making AI more accessible and democratizing AI. The early-stage development of Z by HP AI Studio, its expected broader availability, and the feedback received from the AI Studio Lighthouse Account Program. The pivotal role of AI in industries like media and entertainment, product development and manufacturing, and architecture, engineering, and construction, through the utilization of Z workstations. Learn more at HP.

On this episode of the Six Five - On the Road, hosts Patrick Moorhead and Daniel Newman  are joined by HP's Helen Sheirbon, Senior Vice President and Division President of Hybrid Systems, HP Personal Systems for a conversation on transforming meeting spaces to foster more meaningful connections in the hybrid work environment. With a focus on the convergence of technology and AI-driven experiences, HP aims to revolutionize workspaces at home, and the office, and anywhere else at scale. The discussion covers: HP's vision for the future of meeting rooms and the steps being taken to ensure these spaces enhance collaboration and inclusivity in a hybrid work paradigm. The main challenges in creating a flexible work environment and HP's use of smart automation and AI to augment security, boost engagement, and improve virtual meeting experiences. The obstacles organizations face in remodeling their workspaces for current trends, and how HP's cutting-edge cameras and software solutions are optimizing work and meeting room spaces. Learn more at HP.

On this episode of The Six Five - On the Road, hosts Patrick Moorhead and Daniel Newman are joined by HP's Guayente Sanmartin, Senior Vice President and Division President, Commercial Systems & Displays Solutions for a conversation on how AI is shaping the future of work. In an era where AI is transforming every facet of business, HP is spearheading ambitious and meaningful progress with AI-enhanced solutions to empower a more creative and productive workforce. The discussion covers: How AI is integrated into HP's strategy to foster a future-ready workforce and its significance. The role of AI in addressing the challenges faced by today's knowledge workers, as highlighted by HP research. Excitements and expectations for the AI PC in 2023 and the overall direction of the personal computing landscape. Learn more at HP.

On this episode of the Six Five - On the Road, hosts Patrick Moorhead and Daniel Newman are joined by HP's Dave Shull, President of Workforce Solutions for a conversation on how HP, especially after it acquired Poly, is reshaping employee productivity and collaboration in unprecedented ways. One year into its journey, HP’s Workforce Solutions has made significant strides in streamlining services, launching innovative solutions, and introducing the Work Relationship Index to gauge employee satisfaction in today's evolving work environments. Aimed at fostering lifelong customer relationships, Workforce Solutions is championing the cause of making business operations more efficient and propelling the modern workforce toward growth. The discussion covers: The journey and lessons learned in establishing HP’s Workforce Solutions as a new business unit within a renowned brand. Customer priorities that shaped the strategy of Workforce Solutions. The synergistic benefits observed from integrating HP and Poly into Workforce Solutions. Insights from the Work Relationship Index and advice for business leaders navigating hybrid work challenges. The role of AI and machine learning in refining and expanding Workforce Solutions' offerings. Learn more at HP.

On this episode of The Six Five - On The Road, hosts Patrick Moorhead and Daniel Newman are joined by HP's Tuan Tran, President of Imaging and Printing Solutions, for a conversation on the transformative impact of hybrid work and AI on the printing industry. HP is leading the charge in revolutionizing customer experiences and ushering in a new era of printing, leveraging these emerging trends. The discussion covers: Tuan Tran's vision for the future of printing and his enthusiasm for HP Print's journey. The impact of hybrid offices on customer needs and HP's tailored portfolio response. The opportunities in home printing driven by the need for convenience and flexibility. HP's innovative shift towards services in the graphics business. The role of AI and machine learning in print today and expectations for the future. Learn more at HP.10

On this episode of the Six Five - On the Road, hosts Patrick Moorhead and Daniel Newman are joined by HP's Alex Cho, President of Personal Systems, for a conversation on capitalizing on the transformative power of AI in today's dynamic environment. They delve into how HP Personal Systems is seizing the immense opportunities presented by AI to revolutionize the PC business, hybrid meetings, and much more. The discussion covers: Strategies for capitalizing on AI across the PC business. The introduction of AI-enhanced PCs by HP. Transforming hybrid meetings with new AI experiences. The role of security in the age of AI and HP's Endpoint Security Controller. Collaboration with partners to maximize the AI opportunity. Learn more at HP.

On this episode of the Six Five - On the Road, hosts Patrick Moorhead and Daniel Newman are joined by HP's Kobi Elbaz, Senior Vice President and General Manager, Global Channel, Sales Innovation & Operations to talk about the exciting enhancements to the HP Amplify partner program and insights from this year’s HP Amplify Partner Conference. The discussion covers: Key takeaways from this year's HP Amplify Partner Conference that are essential for partners. Announcements made for HP Amplify channel partners at APC Expectations for HP channel partners in the era of AI and how HP is addressing these changes Learn more at HP.

On this episode of the Six Five - On the Road, hosts Daniel Newman and Patrick Moorhead are joined by HP's Dave McQuarrie, Chief Commercial Officer, for a conversation on leveraging growth markets and growth segments to drive business forward. Dave elaborates on why these areas are rich with untapped potential for partners aiming to expand their customer base and boost revenues. The discussion covers: The significance of Growth Markets and Growth Segments, like small to medium businesses, as untapped opportunities for partners. Insights into the most lucrative growth opportunities within these areas for partners. Strategies for partners to collaborate with HP in addressing the distinctive needs and preferences of SMB customers and those within growth markets. Learn more at HP.

On this episode of The Six Five - On the Road, hosts Patrick Moorhead and Daniel Newman are joined by HP's Enrique Lores, President and Chief Executive Officer, for a conversation on HP’s Amplify Partner Conference and the new era of innovation and growth that we are entering.  The discussion covers: The biggest opportunity for HP that excites Enrique Lores the most at the moment Opportunities that partners can seize in the current landscape An update on HP’s Future Ready Strategy Learn more at HP.

On this episode of The Six Five - In the Booth, host Steven Dickens is joined by Qualinx B.V.'s Tom Trill, CEO for a conversation on revolutionizing the semiconductor industry with GNSS solutions. Their discussion covers: How Qualinx's patented Digital RF (DRF) technology is uniquely positioned to transform the semiconductor industry and its distinguishing features. The impact of Qualinx's QLX300+ chip in maximizing efficiency and design for optimal performance, promoting affordable connectivity and edge IoT. Strategies employed by Qualinx to remain at the forefront of technological advancements and maintain relevance in an ever-evolving industry. Learn more at Qualinx.

On this episode of The Six Five In the Booth, hosts Daniel Newman and Patrick Moorhead welcome Dan Kusel, GM and Managing Partner at IBM and Usman Zafar, Assistant Vice President, Product Management & Development at AT&T at MWC 2024 for a conversation on the influence generative AI has on transforming the telecom industry.  Their discussion covers: An overview of the latest partnership between IBM and AT&T Generative AI use cases emerging in connectivity  The opportunities for AI as connected devices and access to real-time data increases Thoughts on what role generative AI will play in AT&T working across different verticals Click here to learn more about IBM’s announcements at MWC.

  On this episode of The Six Five On AI, hosts Daniel Newman and Patrick Moorhead welcome Walter Sun, Global Head of AI at SAP for a conversation on SAP’s AI strategy. Their discussion covers: An overview of SAP’s AI strategy  What makes SAP different from other existing language models in the market What challenges customers are facing and how SAP’s products and services are helping customers overcome those challenges  

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.

On this episode of The Six Five In the Booth, hosts Daniel Newman and Patrick Moorhead welcome Stephen Rose, General Manager for Global Industries at IBM, and Alex Sinclair, CTO at GSMA at MWC 2024 for a conversation on generative AI adoption in the telecom industry. Their discussion covers: An overview of the recent announcement regarding the partnership between IBM and GSMA  The challenges of generative AI adoption The importance of the accessibility of generative AI resources across the telecoms Which area within telecoms has the greatest potential to be transformed by AI  

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.

On this episode of The Six Five On the Road, hosts Daniel Newman and Patrick Moorhead welcome Sridhar Vembu, CEO at Zoho for a conversation on transnational localism, bootstrapping, and the future of AI. Their discussion covers: An overview of the current tech landscape and Zoho’s strategy to navigate this landscape that’s being dominated by a few giants An insight into Zoho’s business strategy and outlook for 2024 Sridhar Vembu’s thoughts on AI and how Zoho might incorporate AI in future projects The trend of Bootstrapping as a business strategy  

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.

On this episode of The Six Five – Insider, hosts Daniel Newman and Patrick Moorhead welcome Stu Pann, Senior Vice President and General Manager, Intel Foundry Services (IFS) at Intel for a conversation about the investment and innovation happening at IFS.   Their discussion covers: Why Intel is pursuing the foundry services business An overview of IFS, what their offerings are, and what makes them stand out from the competition The latest on the CHIPS Act funding and other incentives  

On this segment of The Six Five LIVE, host Patrick Moorhead welcomes Matt Barlow, CVP of Microsoft Surface Marketing, at CES 2024. They discuss Microsoft Copilot, AI PCs and OEM collaboration with Microsoft.  Their discussion also covers: The excitement around AI PCs running Copilot experiences and benefits to productivity, creativity, and connectivity. How AI PCs represent the next super cycle The unique nature of the Windows ecosystem, with Microsoft leading and collaborating with brands like HP, Dell and Lenovo  

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.

On this segment of The Six Five LIVE, host Lisa Martin welcomes Steve Lucas, CEO of Boomi at CES 2024. They discuss Boomi AI, AI readiness, and the growth of the company. Their discussion also covers: Steve’s strategic vision for Boomi and how it has come to life in the past year How Boomi is helping organizations become AI-ready with Boomi GPT and Boomi AI What is next for the company  

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:   Microsoft Q2 FY2024 Earnings https://twitter.com/PatrickMoorhead/status/1752740933815148810 https://twitter.com/danielnewmanUV/status/1752446941974106376 https://twitter.com/danielnewmanUV/status/1752440149936377899 https://twitter.com/danielnewmanUV/status/1752439031118332234   Google Cloud Q4 FY2023 Earnings https://twitter.com/PatrickMoorhead/status/1752750907182240165 https://twitter.com/danielnewmanUV/status/1752444687594426527 https://twitter.com/danielnewmanUV/status/1752440149936377899 https://twitter.com/danielnewmanUV/status/1752439031118332234   AMD Q4 FY2023 Earnings https://twitter.com/PatrickMoorhead/status/1752717114899931357 https://twitter.com/danielnewmanUV/status/1752453057214820537   Qualcomm Q1 FY2024 Earnings https://twitter.com/PatrickMoorhead/status/1752895196402950512 https://twitter.com/PatrickMoorhead/status/1752802637987115340 https://twitter.com/PatrickMoorhead/status/1752762322806878594 https://twitter.com/danielnewmanUV/status/1752801004897100201   Apple Extends Qualcomm Licensing https://twitter.com/danielnewmanUV/status/1753053701747376333 https://twitter.com/PatrickMoorhead/status/1753124873721831571 https://appleworld.today/apple-extends-modem-chip-licensing-agreement-with-qualcomm-through-march-2027/   Amazon Q4 FY2023 Earnings https://twitter.com/danielnewmanUV/status/1753166219706847713 https://www.marketbeat.com/stocks/NASDAQ/AMZN/earnings/   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

On this episode of The Six Five – In the Booth, host Patrick Moorhead welcomes Praveen Vaidyanathan, VP and GM of the Compute Products Group at Micron Technology at CES 2024. They discuss Micron’s announcement of their LPCAMM2 memory offering and how it will change the PC ecosystem. Their discussion covers: The key trends in the PC ecosystem and how Micron’s memory offerings are changing the ecosystem An overview of Micron’s new form factor memory offering, LPCAMM2 and the advantages it has over other memory solutions The journey Micron took to bring this new form factor to the market The benefits of Micron unveiling the new LPCAMM2 to the client PCs first and what is next beyond client PC adoption Learn more about Micron’s new memory offering, LPCAMM2, on the company’s website.

On this episode of The Six Five – Insider, host Daniel Newman welcomes Sumit Sadana, Chief Business Officer and Executive Vice President from Micron Technology at CES 2024. They discuss the future of AI and its rapid advancement, and what this means for the memory and storage industry. Their discussion covers: Micron’s view on AI What are the major impacts AI workloads have on Data Centers and how will it continue to change AI coming to devices and what role memory and storage plays

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:   IBM Q4 2023 Earnings https://x.com/PatrickMoorhead/status/1750890773602599120?s=20 https://twitter.com/PatrickMoorhead/status/1750275916817682936 https://twitter.com/danielnewmanUV/status/1750292092163604889 https://newsroom.ibm.com/2024-01-24-IBM-RELEASES-FOURTH-QUARTER-RESULTS   Intel Q4 2023 Earnings https://twitter.com/PatrickMoorhead/status/1750625438865465603 https://x.com/CNBCOvertime/status/1750637142533869848?s=20 https://www.nasdaq.com/articles/intel-intc-q4-2023-earnings-what-to-expect   Intel IFS and UMC Deal https://twitter.com/PatrickMoorhead/status/1750518086229213446 https://www.intc.com/news-events/press-releases/detail/1671/intel-and-umc-announce-new-foundry-collaboration   SAP Q4 2023 Earnings https://twitter.com/PatrickMoorhead/status/1749941796396732822 https://twitter.com/danielnewmanUV/status/1750156271490044250 https://www.sap.com/investors/en/calendar/2023/2024-01-24-q4-fy-financial-results.html   Apple Makes Changes Based on DMA https://x.com/PatrickMoorhead/status/1750700796851769525?s=20 https://www.apple.com/newsroom/2024/01/apple-announces-changes-to-ios-safari-and-the-app-store-in-the-european-union/ https://commission.europa.eu/strategy-and-policy/priorities-2019-2024/europe-fit-digital-age/digital-markets-act-ensuring-fair-and-open-digital-markets_en https://www.theverge.com/2024/1/25/24050200/apple-third-party-app-stores-allowed-iphone-ios-europe-digital-markets-act https://techcrunch.com/2024/01/25/apple-dma-changes/   ServiceNow Q4 2023 Earnings https://twitter.com/danielnewmanUV/status/1750288014524178563 https://www.servicenow.com/company/media/press-room/fourth-quarter-full-year-2023-financial-results.html   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

On this episode of The Six Five – In the Booth, hosts Daniel Newman and Patrick Moorhead welcome Jack Weast, Vice President and GM for Intel Automotive at CES 2024. They discuss Intel’s automotive announcements that were made during CES and how AI is coming to the vehicle. Their discussion covers: Intel’s ambitious growth plans in the automotive space  The silicon needs of a modern vehicle and why Intel’s offerings may interest automakers What prompted Intel to get involved on the power management side of the automotive industry Chiplet need and Intel's solution to the car chip crunch  

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:   Davos 2024 https://twitter.com/danielnewmanUV/status/1748131753854681331 https://twitter.com/danielnewmanUV/status/1747952299144630424 https://twitter.com/danielnewmanUV/status/1747662461811962247 https://twitter.com/danielnewmanUV/status/1747160570640453835 https://twitter.com/danielnewmanUV/status/1747581284992356632 https://twitter.com/danielnewmanUV/status/1747276931295281629 https://twitter.com/danielnewmanUV/status/1747210093291028602 https://twitter.com/danielnewmanUV/status/1747163567814479975 https://twitter.com/danielnewmanUV/status/1746937393993924707 https://twitter.com/danielnewmanUV/status/1746898704336883725 https://twitter.com/danielnewmanUV/status/1746866466803048475   Samsung Unpacked https://twitter.com/PatrickMoorhead/status/1747699010134302786 https://twitter.com/PatrickMoorhead/status/1747699622435516624 https://twitter.com/PatrickMoorhead/status/1747728653218447641 https://twitter.com/anshelsag/status/1747691376651956721 https://twitter.com/anshelsag/status/1747690418337440206 https://twitter.com/PatrickMoorhead/status/1747692598901481495 https://twitter.com/PatrickMoorhead/status/1747689421166830037 https://twitter.com/PatrickMoorhead/status/1747686235613913163 https://twitter.com/PatrickMoorhead/status/1747685325781233852 https://twitter.com/PatrickMoorhead/status/1747684010254561611 https://twitter.com/PatrickMoorhead/status/1747682309606957177   TSMC Earnings https://twitter.com/asiasquawkbox/status/1748177560427725123 https://www.cnbc.com/2024/01/18/tsmc-q4-2023-earnings-report.html https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2024-01/02375f1560d204c5a5752bd98a6ecaff002dc98e/FS.pdf   IBM Acquires Advanced’s Application Modernization Assets https://www.streetinsider.com/Corporate+News/IBM+%28IBM%29+to+acquire+application+modernization+capabilities+from+Advanced/22644449.html   Synopsys Acquisition of ANSYS https://twitter.com/PatrickMoorhead/status/1747386136694014401 https://twitter.com/PatrickMoorhead/status/1747286313638797433 https://twitter.com/danielnewmanUV/status/1747262044276175004   Intel and DigitalBridge https://futurumgroup.com/insights/intel-and-digitalbridge-group-announce-the-formation-of-articul8/ https://www.intel.com/content/www/us/en/newsroom/news/generative-ai-news-2024.html https://twitter.com/DBRG_Group/status/1742910877991399690   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

On this episode of The Six Five – Insider, hosts Daniel Newman and Patrick Moorhead welcome Christina Montgomery, Vice President and Chief Privacy & Trust Officer from IBM for a conversation on AI and the importance of her role in AI as Chief Privacy and Trust Officer. Their discussion covers: An introduction from Christina Montgomery about her role and what it entails at IBM What role, as the Chief Privacy Officer, did she play in the development of IBM’s AI platform, watsonx What concerns clients have about AI and how is IBM addressing them Her recommendations on where organizations can begin when looking to adopt AI Learn more about IBM’s AI platform, watsonx, on the company’s website.  

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Audrey Mito, Group Manager Supply Chain and Fulfillment Transformation from Toyota Motor North America and Shobhit Varshney, VP and Sr. Partner, Americas AI GenAI IoT Leader from IBM Consulting for a conversation at CES 2024 on Toyota’s partnership with IBM to transform the automotive supply chain with AI. Their discussion covers: A brief introduction from Audrey Mito and Shobhit Varshney and what their role is within their companies What Toyota and IBM are doing to bring business value with the new innovations presented at CES 2024 An insight into Toyota’s partnership with IBM and how IBM can help Toyota build a more customer-centric supply chain to increase customer experience How Toyota and IBM are using AI and gen AI 

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Ruth Sun, Global Managing Director from IBM and Prashant Vithlani, Cloud Business Division Head from Samsung SDS America (SDSA) for a conversation at CES 2024 on Samsung SDSA’s collaboration with IBM to transform the cloud space with automation. Their discussion covers: A brief overview of the collaboration between Samsung SDSA and IBM How Apptio and Turbonomic are helping to enhance the Samsung Cloud Platform What challenges the cloud industry might face in 2024 and how IBM and Samsung SDSA plan on addressing them Explore more about the growing IBM and Samsung partnership here.

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:   CES 2024 Ruminations AI PC: https://twitter.com/PatrickMoorhead/status/1744617425432441123 https://x.com/PatrickMoorhead/status/1744827983888842768?s=20 https://moorinsightsstrategy.com/research-notes/research-note-hp-at-ces-2024-new-premium-notebooks-and-gaming-peripherals/ https://moorinsightsstrategy.com/research-notes/research-note-dell-at-ces-2024-new-xps-laptops-and-ultrasharp-monitors/ AI Automotive: https://moorinsightsstrategy.com/research-papers/research-paper-intel-focuses-anew-on-the-automotive-market-for-strategic-growth/ https://x.com/PatrickMoorhead/status/1744865937109750255?s=20 XR: https://moorinsightsstrategy.com/research-notes/research-note-qualcomm-enables-4k-per-eye-xr-with-xr2-gen-2-platform-at-ces-2024/ https://www.apple.com/newsroom/2024/01/apple-vision-pro-available-in-the-us-on-february-2/ Rabbit:    Memory Market: Call it a Comeback? https://twitter.com/PatrickMoorhead/status/1742377962450653612   Arm’s “Blackhawk” New CPU Core https://twitter.com/PatrickMoorhead/status/1744575209561337885 https://moorinsightsstrategy.com/research-notes/research-note-arms-blackhawk-cpu-is-an-audacious-plan-to-have-the-best-smartphone-cpu-core-this-year/   HPE Buying Juniper https://twitter.com/danielnewmanUV/status/1744859493765353502 https://twitter.com/danielnewmanUV/status/1744807913204699483 https://moorinsightsstrategy.com/research-notes/research-note-hpes-intended-acquisition-of-juniper-networks/   Mobileye Reset https://twitter.com/danielnewmanUV/status/1742920648899666307   GenAI Trends in 2024 https://twitter.com/danielnewmanUV/status/1742979349152715168   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:   New York Times Sues Microsoft & OpenAI Over Copyright https://twitter.com/danielnewmanUV/status/174005092432292295 https://x.com/PatrickMoorhead/status/1740066678841462799?s=20   Micron Q1 Earnings https://twitter.com/MoorInsStrat/status/1737926233860554998 https://twitter.com/danielnewmanUV/status/1737881348151406782 https://x.com/YahooFinance/status/1737592460870840827?s=20   Cisco Acquires Isovalent https://twitter.com/PatrickMoorhead/status/1737844460246196634 https://www.techtarget.com/searchitoperations/news/366564394/Cisco-Security-Cloud-adds-Isovalent-for-multi-cloud-networks   2024 Watch List in Semis   2024 Watch List in AI   2024 Watch List in Cloud   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Cloudera’s VP Products, Priyank Patel, during Cloudera Evolve NYC for a conversation on Cloudera’s launch of their AI ecosystem, its inaugural partners, and how this will ultimately serve their customers. Their discussion covers: A closer look at Cloudera’s AI ecosystem launch– the partnerships, strategy and how this ecosystem will ultimately serve Cloudera’s customers How Cloudera’s partnerships with companies like NVIDIA, Pinecone, and AWS are evolving and serving its enterprise customers within this AI ecosystem Cloudera’s two-pronged approach of enabling AI and leveraging AI What’s next for Cloudera’s AI ecosystem, both for the company and for its customers

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:   Top Tech Trends 2024 Monetizing AI - Less Talk, More $$$ How AI progresses over 2024; Quantum evolution; HMC progression- more fabrics; metaverse?   Apple Watch Import Ban https://www.theverge.com/24006607/apple-watch-series-9-ultra-2-itc-import-ban https://www.washingtonpost.com/technology/2023/12/19/apple-watch-ban-series-9/ https://www.wsj.com/video/series/on-the-news/what-the-apple-watch-import-ban-means-for-consumers-and-the-company/FD8633F0-B632-49D9-8638-A0241331FE5A   Salesforce World Tour 2023 https://www.salesforce.com/news/press-releases/2023/12/14/unstructured-data-ai-search-einstein/ https://salesforcedevops.net/index.php/2023/12/14/salesforce-world-tour-nyc-reporters-notebook/ https://www.techrepublic.com/article/salesforce-world-tour-new-york-2023-einstein-copilot/   NVIDIA Responds to AMD Performance Numbers https://finance.yahoo.com/news/nvidia-fires-back-amds-ai-150350969.html https://www.fool.com/investing/2023/12/19/nvidia-fires-back-amd-ai-chip-claims-need-to-know/ https://x.com/PatrickMoorhead/status/1736062631742521459?s=20   Adobe Pulls Figma Plug https://twitter.com/PatrickMoorhead/status/1737295639204020490 https://twitter.com/danielnewmanUV/status/1737195569271951670 https://business.outlookindia.com/corporate/adobe-pulls-plug-on-historic-20-billion-figma-deal-cites-antitrust-approval-hurdles   What to Expect at CES 2024 Wearables, drivables, and AI responsibility as well as AI PC, AI smartphones, AI smarthome, safer cars and two wheelers, AI, AI, AI… ; of course, bigger, better TVs, more immersive audio as we’ve seen for 56 year since 1967. https://www.ces.tech/   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Victor Peng, President, and Mark Papermaster, Executive Vice President and Chief Technology Officer, Technology and Engineering at AMD for a conversation on the company’s long-term vision for pervasive AI across AMD’s portfolio. Their discussion covers: How AMD’s customers are responding to the company’s AI vision The work AMD has done with their community to help AI software companies understand how AMD can power their AI workloads What has changed for ROCm to bring it up-to-speed for the industry The next big hot topics to look out for, from a software standpoint, beyond LLMs and generative AI

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Forrest Norrod, Executive Vice President and General Manager, Data Center Solutions Business Unit at AMD for a conversation on open data center infrastructure ecosystem for AI and AI hardware. Their discussion covers: What AMD’s customers are excited about as this AI inflection point continues to grow, around AMD and their AI vision  AMD’s emphasis on the need for an open AI ecosystem (software, hardware) and how customers benefit from open ecosystems  The strategy behind combining CPUs, GPUs and Memory into a single package for AI and HPC workloads  The behind-the-scenes on AMD’s work on the exascale class supercomputers powered by AMD Where AI data centers may go in the future and the “next big thing”

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Lisa Su, Chair and Chief Executive Officer at AMD for a conversation on AI’s transformation of the industry and the market, as well as the ways AMD has advanced AI adoption through its ecosystem of products. Their discussion covers: The market shifts around AI AMD’s progress on MI300X and its general availability, and what makes MI300X different from other AI accelerators in the market How AMD is approaching the software ecosystem What role Ryzen AI is playing in AMD’s data center training and inference, as well as end user devices and AI PCs

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Cloudera’s Chief Strategy Officer Ahbas Ricky, and AWS’s Director, Infrastructure Partnerships Mona Chadha, during Cloudera Evolve NYC for a conversation on building generative AI solutions on Cloudera with Amazon Bedrock. Their discussion covers: The challenges customers face in getting their generative AI projects off the ground Cloudera’s & AWS’ collaboration to offer AI solutions for customers, including Cloudera CDP and Amazon Bedrock Some customer success stories on building generative AI solutions on Cloudera on AWS What the evolution of Cloudera and AWS looks like, and where the companies see the generative AI movement going next

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:   IBM and Albany NanoTech High-EUV https://research.ibm.com/blog/high-na-euv-lithography-albany https://www.wsj.com/tech/new-york-joins-ibm-micron-in-10-billion-chip-research-complex-475437b3 https://www.bizjournals.com/albany/news/2023/12/11/albany-nanotech-semiconductors-ibm-micron-asml.html   Google Cloud AI Announcements https://www.axios.com/2023/12/13/google-cloud-thomas-kurian-gemini-ai-businesses https://twitter.com/ThomasOrTK/status/1735032322120880478 https://twitter.com/ThomasOrTK/status/1734998554563752149 https://twitter.com/ThomasOrTK/status/1734954905268256933 https://cloud.google.com/blog/products/ai-machine-learning/bringing-gemini-to-organizations-everywhere   Intel AI Event https://twitter.com/PatrickMoorhead/status/1735087657552617699 https://twitter.com/PatrickMoorhead/status/1735315663340670996 https://twitter.com/PatrickMoorhead/status/1735317812866957631 https://twitter.com/PatrickMoorhead/status/1735320612078313815 https://twitter.com/PatrickMoorhead/status/1735324518002962610 https://twitter.com/PatrickMoorhead/status/1735325387511538126 https://twitter.com/PatrickMoorhead/status/1735331752640463093 https://twitter.com/danielnewmanUV/status/1735317658772333036 https://twitter.com/danielnewmanUV/status/1735327901380161778   Oracle Q2 FY2024 Earnings https://twitter.com/danielnewmanUV/status/1734349727032877267 https://www.oracle.com/news/announcement/q2fy24-earnings-release-2023-12-11/   Plus AI Updates https://plus.ai/news-and-insights https://plus.ai/news-and-insights/iveco-plus-dm-drogerie-markt-and-dsv-launch-automated-trucking-pilot-in-germany   Adobe Q4 2023 Earnings; CMA Shows Up 18 Months https://twitter.com/danielnewmanUV/status/1735050944969367987 https://www.nasdaq.com/articles/adobe-adbe-q4-earnings-revenues-beat-estimates-rise-y-y-1#:~:text=Adobe%20Inc.,Consensus%20Estimate%20of%20%245.01%20billion. https://www.gov.uk/cma-cases/adobe-slash-figma-merger-inquiry https://www.cnbc.com/2023/11/28/uk-regulators-say-adobes-figma-acquisition-could-harm-competition.htm   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Enterprise AI adoption is lagging, despite heavy interest and big investments in the technology. The top challenge? Outdated network infrastructure that can't accommodate AI workloads. In this episode of The Six Five Media Connected with Diana Blass, Diana heads to the Cisco Partner Summit in Miami, where she learns about the latest network innovation to hit the market.  Hear from Cisco's Chuck Robbins, Jeetu Patel and Alex Pujols, along with perspectives from analysts and Six Five co-hosts Daniel Newman of The Futurum Group and and Patrick Moorhead of Moor Insights & Strategy.

On this episode of The Six Five – Insider, hosts Daniel Newman and Patrick Moorhead welcome Chris Koopmans, Chief Operations Officer at Marvell Technology for a conversation on the growing performance demands of AI and infrastructure silicon for accelerated computing.  Their discussion covers: How Marvell is reimagining data center architectures, from the ground up, under the growing performance demands of AI The key technologies Marvell is focusing on to enable the changes to data center architectures Marvell’s developments in chip IP, innovations in switching and optical technologies, and other solutions for accelerated computing

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Jason Banta, Corporate VP and General Manager of Client OEM at AMD for a conversation on AMD’s AI PC vision, Ryzen AI processors, and the challenges and opportunities for the use of AI in business. Their discussion covers: An inside look at AMD’s vision for the AI PC and what it can do for users What differentiates the Ryzen 8040 Series of processors from AMD The use of AI in business and what opportunities and challenges face business leaders and IT decision-makers today How AI adoption in the enterprise is evolving  

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Cloudera’s Senior Director of Product Management David Dichmann, during Cloudera Evolve NYC for a conversation on how Cloudera is helping customers unlock their on-prem data and take advantage of the next wave of generative AI. Their discussion covers: What the next wave of generative AI looks like from Cloudera’s perspective, particularly around Customer Experience The state of perceived risk versus overall value when it comes to generative AI adoption for enterprises today How businesses across industries can take advantage of this next wave of generative AI What Cloudera is doing to help customers get the most out of their on-prem data  

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Harshal Pimpalkhute,Senior Product Manager, Generative AI, at AWS for a conversation on the latest announcements from Amazon Bedrock made at AWS re:Invent. Their discussion covers:\ A recap of the announcements made on Amazon Bedrock at AWS re:Invent and what’s new with customization An explanation of the new retrieval augmentation capability to connect foundational models to company data sources Agents for Bedrock and how this will most benefit customers The new guardrail capabilities  

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:   Special Guests!   Lattice Development Conference https://twitter.com/PatrickMoorhead/status/1732223361865167307 https://twitter.com/danielnewmanUV/status/1731696970614338043   Marvell IA Day https://twitter.com/PatrickMoorhead/status/1732199536318390373 https://twitter.com/danielnewmanUV/status/1732088751072084420 https://twitter.com/danielnewmanUV/status/1732199167622275075 https://twitter.com/WillTownTech/status/1732089312915882280 https://twitter.com/WillTownTech/status/1732104864145318330   Google Gemini AI 1.0 and New TPU https://twitter.com/PatrickMoorhead/status/1732431422928154721 https://twitter.com/PatrickMoorhead/status/1732442376000733557 https://twitter.com/danielnewmanUV/status/1732436310684815549 https://twitter.com/danielnewmanUV/status/1732429551907795262   AMD Advancing AI Event https://cnbcmediahub.com/item/f05c1cf3-dcaa-4da2-a6b0-5ee00b9336d3 https://twitter.com/PatrickMoorhead/status/1732461750648533057 https://twitter.com/PatrickMoorhead/status/1732463182701359158 https://twitter.com/PatrickMoorhead/status/1732464384444952667 https://twitter.com/PatrickMoorhead/status/1732465193190650215 https://twitter.com/PatrickMoorhead/status/1732465989865140669 https://twitter.com/PatrickMoorhead/status/1732470185809113394 https://twitter.com/PatrickMoorhead/status/1732473891829018947 https://twitter.com/PatrickMoorhead/status/1732475472066613614 https://twitter.com/PatrickMoorhead/status/1732482130729726090 https://twitter.com/PatrickMoorhead/status/1732487897373438139 https://twitter.com/PatrickMoorhead/status/1732489355208573025 https://twitter.com/PatrickMoorhead/status/1732478111495975293 https://twitter.com/danielnewmanUV/status/1732461382711607352 https://twitter.com/danielnewmanUV/status/1732462741200531669 https://twitter.com/danielnewmanUV/status/1732465635828056151 https://twitter.com/danielnewmanUV/status/1732466022320665078 https://twitter.com/danielnewmanUV/status/1732464826855866858 https://twitter.com/danielnewmanUV/status/1732467256595280061   Broadcom Q4 FY23 Earnings https://cnbcmediahub.com/item/f05c1cf3-dcaa-4da2-a6b0-5ee00b9336d3 https://investors.broadcom.com/news-releases/news-release-details/broadcom-inc-announces-fourth-quarter-and-fiscal-year-2023   AI Alliance Led by IBM and Meta https://twitter.com/PatrickMoorhead/status/1732077728160223695 https://twitter.com/danielnewmanUV/status/1732035498741584064   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Chetan Kapoor, Director at AWS EC2 for a conversation on AWS Generative AI Infrastructure announced at AWS re:Invent. Their discussion covers: A recap of the announcements made on AWS Generative AI Infrastructure announced at AWS re:Invent AWS’s strategic partnership with NVIDIA An overview of AWS’s purpose-built accelerator, Trainium2 How these key AWS differentiators compare to alternative options

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Varun Bijlani, Global Managing Partner, Hybrid Cloud Services Consulting at IBM and Jeff Calusinski, Senior Vice President and Chief Technology Officer at USAA for a conversation on the value of a Hybrid-by-Design cloud strategy for modernization.  Their discussion covers: A look at IBM Consulting’s Hybrid Cloud Services and how they can assist clients in defining and executing their technology and cloud strategies The strategic partnership between IBM Consulting and AWS for the AWS GenAI solution USAA’s GenAI journey and their partnership with AWS, IBM, and Red Hat for modernization services IBM’s Hybrid-by-Design framework, how it can benefit clients like USAA, and how to get started Learn more about IBM’s hybrid cloud solutions on the company’s website.

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Ken Exner, Chief Product Officer at Elastic for a conversation on their recently unveiled Elasticsearch Query Language and how it fits in with enterprises’ continuous deployment of GenAI. Their discussion covers: The main challenges enterprises are encountering when interacting with data Elastic’s newly unveiled Elasticsearch Query Language (ESQL), dedicated to simplifying data investigation How Elasticsearch Query Language can be used as enterprises continue deploying GenAI Elastic’s outlook on GenAI’s impact on search and data management in the coming two to five years Learn more about Elastic’s Elasticsearch on the company’s website.

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Roger Premo, General Manager, Corporate Strategy and Ventures at IBM and Deepak Singh, Vice President at AWS for a conversation on how the fast-growing partnership between the two companies has evolved, particularly around generative AI. Their discussion covers: The client benefits resulting from the collaboration between IBM and AWS, emphasizing key projects and joint initiatives that exemplify their synergy The challenges organizations face in determining optimal locations and methods for deploying generative AI models The transformative impact of generative AI on IBM and AWS in their support of enterprise evolution An update on the IBM and AWS partnership and the latest announcements on joint innovation revealed at AWS re:Invent  

On this episode of The Six Five – In the Booth, hosts Daniel Newman and Patrick Moorhead welcome Deepak Boppana, Sr. Director of Marketing at Lattice Semiconductor during the Lattice Developers Conference for an inside look at Lattice Semiconductor’s latest Avant FPGAs, designed for advanced connectivity like datapath applications, and flexible interface bridging and optimized compute for system expandability. The demos include: A boot time demo, and how speed contributes to security and safety A low-power networking demo, and what types of applications benefit  A power consumption benefit demo A memory transfer demo and some real-world examples of how customers can benefit from the energy-efficiency aspects See more demos on the Lattice Semiconductor website.

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Nick Otto, Head of Global Strategic Partnerships at IBM and Justin Copie, Owner and CEO at Innovative Solutions for a conversation on a new program from IBM Security, announced at AWS re:Invent 2023, aimed at service providers. Their discussion covers: An introduction from Nick Otto as Head of Global Strategic Partnerships at IBM and Justin Copie as Owner and CEO at Innovative Solutions The partnerships between IBM, Innovative Solutions, and AWS A look at the new IBM Security’s program for service providers to help accelerate their adoption of IBM security software Innovative Solutions’ launch of a generative AI managed service, Managed Data Services (MDS), on top of AWS Bedrock, IBM Watson and Anthropic technologies to help with securely managing customer data Learn more about IBM’s AI platform, watsonx, on the company’s website.  

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Jim Anderson, CEO, Esam Elashmawi, Chief Strategy and Marketing Officer, and Steve Douglass, Chief Technology Officer at Lattice Semiconductor during the Lattice Developers Conference for a conversation on the key themes of the event, the latest announcements and more.  Their discussion covers: Key themes of the Lattice Developers Conference event Highlights of the announcements made by Lattice How Lattice is partnering with NVIDIA with regard to AI The innovations driving the latest Avant product releases and their application use cases What Lattice is most excited about for the future Learn more about the event on Lattice’s website.

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

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

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

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

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:   AWS re:Invent 2023 https://twitter.com/PatrickMoorhead/status/1728498445122740623 https://twitter.com/PatrickMoorhead/status/1729532686191190154 https://twitter.com/PatrickMoorhead/status/1729540845542793517 https://twitter.com/PatrickMoorhead/status/1729580167574806796 https://twitter.com/PatrickMoorhead/status/1729539741698396628 https://twitter.com/PatrickMoorhead/status/1729909821493932146 https://twitter.com/PatrickMoorhead/status/1729911611329278270 https://twitter.com/PatrickMoorhead/status/1729936030382592130 https://twitter.com/SixFivePodcast/status/1730007455193821296 https://twitter.com/PatrickMoorhead/status/1730057172372070425 https://twitter.com/danielnewmanUV/status/1729937211381182848   VMWare & Broadcom Together…Finally  https://twitter.com/PatrickMoorhead/status/1727331891265536450 https://twitter.com/PatrickMoorhead/status/1727340696405995563 https://twitter.com/SixFivePodcast/status/1727344908502188061   Apple Abandoning Home-Grown Modems? https://twitter.com/PatrickMoorhead/status/1730150145638248713 https://twitter.com/PatrickMoorhead/status/1730150464501776870 https://twitter.com/PatrickMoorhead/status/1730150557002961319 https://twitter.com/danielnewmanUV/status/1730008476989227044   Salesforce Q3 Earnings  https://twitter.com/danielnewmanUV/status/1730012066415841496 https://www.salesforce.com/news/press-releases/2023/11/29/fy24-q3-earnings/ https://mail.google.com/mail/u/0/#inbox/FMfcgzGwHxqHjNMkTfRLWztMfwWHqHJG   Synopsys Q4 Earnings  https://twitter.com/danielnewmanUV/status/1730237238225580144 https://investor.synopsys.com/financials/quarterly-results/default.aspx https://mail.google.com/mail/u/0/#inbox/FMfcgzGwHxqHPlBrwTwHVkvrJVmLBKld   Pure Storage Q3 Earnings  https://twitter.com/danielnewmanUV/status/1729982523923697796 https://www.prnewswire.com/news-releases/pure-storage-announces-third-quarter-fiscal-2024-financial-results-302001083.htm https://investor.purestorage.com/news-and-events/press-releases/press-release-details/2023/Pure-Storage-Announces-Third-Quarter-Fiscal-2024-Financial-Results/default.aspx   HPE Q4 Earnings  https://twitter.com/danielnewmanUV/status/1729867710971154603 https://www.washingtonpost.com/business/2023/11/28/earns-hewlett-packard-enterprise/0550a830-8e35-11ee-95e1-edd75d825df0_story.html   Zoom Q3 Earnings https://twitter.com/PatrickMoorhead/status/1726967420269568334 https://twitter.com/danielnewmanUV/status/1726950372999417860 https://www.nasdaq.com/articles/zoom-zm-q3-earnings-beat-customer-growth-drives-revenues#:~:text=Zoom's%20ZM%20third%2Dquarter%20fiscal,strong%20growth%20from%20Enterprise%20customers.   Nvidia Q3 Earnings  https://twitter.com/PatrickMoorhead/status/1727111924565909729 https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-third-quarter-fiscal-2024 https://twitter.com/danielnewmanUV/status/1727079545046487102 https://twitter.com/danielnewmanUV/status/1727097338764644862   HP Q4 Earnings https://investor.hp.com/news/press-release-details/2023/HP-Inc.-Reports-Fiscal-2023-Full-Year-and-Fourth-Quarter-Results/default.aspx https://s2.q4cdn.com/602190090/files/doc_earnings/2023/q4/supplemental-info/Q423-HP-Inc-Earnings-Summary.pdf   Open AI Debacle Resolved? https://twitter.com/PatrickMoorhead/status/1726703268049658112 https://twitter.com/PatrickMoorhead/status/1726616697036255514 https://twitter.com/PatrickMoorhead/status/1726584473796661661 https://twitter.com/PatrickMoorhead/status/1725972537111154852 https://twitter.com/PatrickMoorhead/status/1725892719506059281 https://twitter.com/danielnewmanUV/status/1726623432060911738 https://twitter.com/danielnewmanUV/status/1726333974245515325 https://twitter.com/PatrickMoorhead/status/1727207264111710329 https://twitter.com/danielnewmanUV/status/1727316323548766349   Dell Q3 FY 24 Earnings   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:   Microsoft’s Custom Silicon at Microsoft Ignite 2023 https://x.com/PatrickMoorhead/status/1724823023742493183?s=20 https://news.microsoft.com/source/features/ai/in-house-chips-silicon-to-service-to-meet-ai-demand/ https://x.com/danielnewmanUV/status/1724821789228823018?s=20   Synopsys.ai Copilot https://x.com/PatrickMoorhead/status/1725236349341438171?s=20 https://techcommunity.microsoft.com/t5/azure-high-performance-computing/bringing-generative-ai-to-semiconductor-and-electronics-design/ba-p/3982313 https://news.synopsys.com/2023-11-15-Synopsys-Announces-Synopsys-ai-Copilot,-Breakthrough-GenAI-Capability-to-Accelerate-Chip-Design https://x.com/danielnewmanUV/status/1724887775151874491?s=20   Qualcomm AI 100 Ultra Card https://x.com/PatrickMoorhead/status/1724980903607181394?s=20 https://www.qualcomm.com/news/onq/2023/11/introducing-qualcomm-cloud-ai-100-ultra   Supercomputing 2023 https://x.com/PatrickMoorhead/status/1724564356443107556?s=20 https://x.com/PatrickMoorhead/status/1724552294102876671?s=20 https://x.com/PatrickMoorhead/status/1724486224096665840?s=20 https://x.com/PatrickMoorhead/status/1724483110463529269?s=20 https://x.com/PatrickMoorhead/status/1724273465262252072?s=20   Cisco Q1 FY 2024 Earnings https://x.com/danielnewmanUV/status/1724909854651724149?s=20 https://x.com/PatrickMoorhead/status/1725272071129772201?s=20   Lenovo Q2 FY 2024 Earnings https://investor.lenovo.com//en/financial/results/presentation_2324_q2.pdf https://doc.irasia.com/listco/hk/lenovo/interim/2024/int.pdf https://investor.lenovo.com//en/financial/results/press_2324_q2.pdf https://x.com/danielnewmanUV/status/1725143986111701394?s=20   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

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

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

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:   GlobalFoundries Q3 Earnings https://twitter.com/danielnewmanUV/status/1722186242580959535 https://investors.gf.com/   Arm Q2 Earnings https://twitter.com/PatrickMoorhead/status/1722359864687571090 https://twitter.com/danielnewmanUV/status/1722365154254266685 https://www.cnbc.com/2023/11/08/arm-earnings-report-q2-2024.html   OpenAI Announcements https://twitter.com/PatrickMoorhead/status/1721722266273067366   IBM AI and Research Day https://twitter.com/PatrickMoorhead/status/1722703728891822533 https://twitter.com/PatrickMoorhead/status/1722630297064554981 https://twitter.com/PatrickMoorhead/status/1722625645803667496 https://twitter.com/PatrickMoorhead/status/1722619472501256679 https://twitter.com/danielnewmanUV/status/1722645843700752853 https://twitter.com/danielnewmanUV/status/1722618130856603762   VMWare / IBM / OpenShift https://news.vmware.com/releases/vmware-explore-2023-barcelona-ibm-watsonx-private-ai   Synopsys RISC-V IP https://news.synopsys.com/2023-11-07-Synopsys-Expands-Its-ARC-Processor-IP-Portfolio-with-New-RISC-V-Family https://www.synopsys.com/glossary/what-is-risc-v.html   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

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

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:    Cloudera Evolve https://x.com/SixFivePodcast/status/1720086857609035874?s=20 https://x.com/danielnewmanUV/status/1720156676903371117?s=20 https://x.com/PatrickMoorhead/status/1720092328684306579?s=20   Lattice Earnings https://x.com/danielnewmanUV/status/1719087842654138690?s=20 https://x.com/PatrickMoorhead/status/1719096529711952341?s=20   Qualcomm Earnings https://x.com/danielnewmanUV/status/1719809600747192745?s=20 https://x.com/PatrickMoorhead/status/1719816601418043682?s=20   AMD Q3 Earnings https://x.com/danielnewmanUV/status/1719459331756675236?s=20   AWS ML Capacity Blocks https://x.com/PatrickMoorhead/status/1720078571467952514?s=20   Apple Spooky Event and M3 https://x.com/danielnewmanUV/status/1719389022840135978?s=20 https://x.com/danielnewmanUV/status/1719145158455799870?s=20 https://x.com/PatrickMoorhead/status/1719184817399480822?s=20 https://x.com/PatrickMoorhead/status/1719152184011440584?s=20   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

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

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:   Qualcomm Snapdragon Summit 2023 https://twitter.com/PatrickMoorhead/status/1716895880127947181 https://twitter.com/PatrickMoorhead/status/1716915259116830767 https://twitter.com/PatrickMoorhead/status/1716923060803248304 https://twitter.com/PatrickMoorhead/status/1716919866983330221 https://twitter.com/PatrickMoorhead/status/1716905939943772324 https://twitter.com/PatrickMoorhead/status/1716906583949734350 https://twitter.com/PatrickMoorhead/status/1716894449836728810 https://twitter.com/danielnewmanUV/status/1717256985236901951 https://twitter.com/danielnewmanUV/status/1716906245112963390 https://twitter.com/danielnewmanUV/status/1716903553447743835 https://twitter.com/danielnewmanUV/status/1716899768847483001 https://twitter.com/PatrickMoorhead/status/1717279255690924217   Microsoft Earnings https://twitter.com/danielnewmanUV/status/1716914101459554732 https://www.microsoft.com/en-us/investor/earnings/FY-2024-Q1/press-release-webcast   NVIDIA Creating Arm-based SOC? https://twitter.com/PatrickMoorhead/status/1717235180103258389 https://twitter.com/PatrickMoorhead/status/1716615826500129188 https://twitter.com/danielnewmanUV/status/1716811474537222537   Google Earnings https://twitter.com/danielnewmanUV/status/1716917751196135802   Intel Earnings https://finance.yahoo.com/news/intel-q3-earnings-133239072.html   IBM Earnings https://twitter.com/danielnewmanUV/status/1717273676138353100 https://www.cnbc.com/2023/10/25/ibm-q3-earnings-report-2023.html   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:   Qualcomm & Google Announce RISC-V Wearable Platform https://www.linkedin.com/posts/patmoorhead_qualcomm-to-bring-risc-v-based-wearable-platform-activity-7120438777415704578-cGN8 https://x.com/PatrickMoorhead/status/1714283223415673311?s=20   Lenovo 2023 Analyst Event https://x.com/PatrickMoorhead/status/1714344485944013175?s=20   Oracle Netsuite SuiteWorld 2023 https://www.netsuitesuiteworld.com/ https://www.forbes.com/sites/patrickmoorhead/2023/10/18/oracle-netsuite-aims-to-help-businesses-achieve-productivity-quantum/   US Bans China Export of More NVIDIA AI Cards https://x.com/PatrickMoorhead/status/1714267850712522806?s=20 https://x.com/YahooFinance/status/1715021774880919931?s=20 https://moorinsightsstrategy.com/research-notes/banning-nvidia-chips-in-china-likely-wont-deter-chinas-ai-progress/ https://moorinsightsstrategy.com/research-notes/banning-nvidia-chips-in-china-likely-wont-deter-chinas-ai-progress/   AWS Chip Lab Tour https://x.com/danielnewmanUV/status/1715105105601524212?s=20 https://x.com/PatrickMoorhead/status/1715101578133225873?s=20   SAP Q3 2023 Earnings https://www.linkedin.com/posts/daniellouisnewman_sap-announces-q3-2023-results-activity-7120539727664934912-H_VL   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

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

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

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

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:   OpenText World 2023 https://www.opentext.com/about/press-releases/opentext-ai-enables-smarter-organizations https://twitter.com/PatrickMoorhead/status/1712143447032058362 https://twitter.com/PatrickMoorhead/status/1712133701361188990 https://twitter.com/PatrickMoorhead/status/1711899044606509373 https://twitter.com/danielnewmanUV/status/1712147902725050802 https://twitter.com/danielnewmanUV/status/1712134681515159555   BoxWorks 2023 https://blog.box.com/boxworks-2023-unlock-value-your-content https://twitter.com/MelodyBrue/status/1712094346491871542 https://x.com/levie/status/1712093947630141729?s=46&t=YiEHo6jc4-PozRf_efr9PA   AMD Acquires Nod.AI https://www.cnbc.com/amp/2023/10/10/amd-acquires-nodai-ai-startup-as-it-seeks-to-catch-up-with-nvidia.html https://ir.amd.com/news-events/press-releases/detail/1159/amd-to-acquire-open-source-ai-software-expert-nod-ai   Adobe Max 2023 https://news.adobe.com/news/default.aspx https://twitter.com/MelodyBrue/status/1711811174814417196   Microsoft Owes $29B to IRS? https://www.cnbc.com/amp/2023/10/11/irs-says-microsoft-owes-an-additional-29-billion-in-back-taxes.html   Google to Defend Gen AI Users From Copyright Claims https://finance.yahoo.com/news/google-defend-generative-ai-users-160320009.html   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:   Intel Spins Out PSG FPGA Unit https://x.com/PatrickMoorhead/status/1709306411027448205?s=20 https://twitter.com/danielnewmanUV/status/1709301180784902448   IBM AI Threat Detection https://www.prnewswire.com/news-releases/ibm-announces-new-ai-powered-threat-detection-and-response-services-301947761.html   Dell Securities Analyst Meeting 2023 https://x.com/PatrickMoorhead/status/1709925158499062262?s=20 https://x.com/PatrickMoorhead/status/1709924481592897990?s=20 https://investors.delltechnologies.com/static-files/a572ce5e-4b0c-4066-9a8e-95be99224d84 https://investors.delltechnologies.com/static-files/a572ce5e-4b0c-4066-9a8e-95be99224d84 https://twitter.com/danielnewmanUV/status/1709930355824935397 https://twitter.com/danielnewmanUV/status/1709925367098872126   HP Imagine Event 2023 https://x.com/PatrickMoorhead/status/1709961793517297674?s=20 https://press.hp.com/us/en/press-kits/2023/hp-imagine.html https://press.hp.com/us/en/press-releases/2023/hp-imagine.html   Pixel 8 - Who Should Care? https://www.linkedin.com/posts/patmoorhead_if-a-company-with-1-smartphone-market-share-activity-7115393755519598592-4I7y?utm_source=share&utm_medium=member_desktop   Zoomtopia 2023 https://x.com/MelodyBrue/status/1709249642821808597?s=20 https://x.com/MelodyBrue/status/1709245162696978870?s=20 https://investors.zoom.us/news-releases/news-release-details/zoomtopia-2023-one-platform-delivering-limitless-human   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

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

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:   SAP New GAI Assistant, “Joule” https://news.sap.com/2023/09/joule-new-generative-ai-assistant https://www.sap.com/products/artificial-intelligence/ai-assistant.html https://x.com/PatrickMoorhead/status/1706798434810839119?s=20   Windows GAI Copilot Released to Billions https://blogs.windows.com/windowsexperience/2023/09/26/the-most-personal-windows-11-experience-begins-rolling-out-today/ https://www.forbes.com/sites/moorinsights/2023/09/27/microsoft-aims-to-bring-ai-to-life-with-a-unified-copilot-experience/?sh=345403ea5e0b   AWS GAI Update https://x.com/PatrickMoorhead/status/1707439225291890813?s=20   T-Mobile First SIM-Based SASE https://x.com/PatrickMoorhead/status/1706795069251166348?s=20   IBM Granite GAI Watsonx Goes GA with Indemnity Protection https://newsroom.ibm.com/2023-09-28-IBM-Announces-Availability-of-watsonx-Granite-Model-Series,-Client-Protections-for-IBM-watsonx-Models https://x.com/PatrickMoorhead/status/1707431892704809467?s=20   Apple iPhone 15 Defects? https://x.com/PatrickMoorhead/status/1706055711392715022?s=20 https://x.com/PatrickMoorhead/status/1707547524523831461?s=20 https://www.wsj.com/tech/personal-tech/apple-new-iphone-15-overheat-dbd5171a https://www.bloomberg.com/news/articles/2023-09-27/apple-iphone-15-pro-users-complain-that-device-can-get-too-hot?srnd=undefined&sref=9hGJlFio#xj4y7vzkg   Amazon FTC https://www.nytimes.com/2023/09/26/technology/amazon-ftc-lawsuit-antitrust.html   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

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

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

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

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

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

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

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

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:   Oracle Cloud World 2023 https://x.com/danielnewmanUV/status/1704267972427276789?s=20 https://x.com/PatrickMoorhead/status/1704521754901929999?s=20 https://x.com/PatrickMoorhead/status/1704528065697890802?s=20 https://x.com/PatrickMoorhead/status/1704530979069759982?s=20 https://x.com/PatrickMoorhead/status/1704540699272822832?s=20 https://x.com/PatrickMoorhead/status/1704559113286598754?s=20 https://x.com/PatrickMoorhead/status/1704565308340715632?s=20 https://x.com/PatrickMoorhead/status/1704567832053432637?s=20 https://x.com/PatrickMoorhead/status/1704562799903654353?s=20 https://twitter.com/danielnewmanUV/status/1704872261587517705   Microsoft AI and Surface Event https://x.com/danielnewmanUV/status/1704868957121896496?s=20 https://twitter.com/PatrickMoorhead/status/1704873905821720648 https://twitter.com/PatrickMoorhead/status/1704891618812219608 https://twitter.com/PatrickMoorhead/status/1704869329198539023 https://twitter.com/PatrickMoorhead/status/1704866011940262020 https://twitter.com/PatrickMoorhead/status/1704864437994192924 https://twitter.com/danielnewmanUV/status/1704888100571263434 https://twitter.com/danielnewmanUV/status/1704870629193773529 https://twitter.com/danielnewmanUV/status/1704868957121896496   Intel Innovation 2023 https://x.com/PatrickMoorhead/status/1704159486079066352?s=20 https://x.com/PatrickMoorhead/status/1704160751513121221?s=20 https://x.com/PatrickMoorhead/status/1704165656118333722?s=20 https://x.com/PatrickMoorhead/status/1704169055555612858?s=20 https://x.com/PatrickMoorhead/status/1704178453459915133?s=20   Cisco Buying Splunk https://x.com/PatrickMoorhead/status/1704829460413845959?s=20   HP Foldable 17" PC https://www.engadget.com/hps-5000-spectre-fold-might-be-the-best-flexible-screen-laptop-yet-120039948.html   Apple’s Spectacular Failure to Replace Qualcomm https://www.wsj.com/tech/apple-iphone-modem-chip-failure-6fe33d19 https://x.com/PatrickMoorhead/status/1705008075995058341?s=20   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

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

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

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

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

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

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

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

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

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:   Oracle Database @Azure https://x.com/PatrickMoorhead/status/1702414110988619958?s=20 https://x.com/danielnewmanUV/status/1702413901818663122?s=20   Arm Goes Public with Successful Debut https://finance.yahoo.com/video/arm-ipo-investors-bullish-bearish-134253502.html https://x.com/streetsignscnbc/status/1702496493200912635?s=46&t=YiEHo6jc4-PozRf_efr9PA  https://x.com/CNBCOvertime/status/1702066652798468210?s=20 https://www.cnbc.com/video/2023/09/15/arm-is-an-association-to-ai-but-wont-drive-the-market-by-itself-says-futurumas-daniel-newman.html https://www.cnbc.com/video/2023/09/15/arm-is-an-association-to-ai-but-wont-drive-the-market-by-itself-says-futurumas-daniel-newman.html https://www.investors.com/news/technology/arm-stock-chip-designer-launches-ipo/   Apple September 2023 Event https://x.com/danielnewmanUV/status/1701698837268812127?s=20 https://x.com/PatrickMoorhead/status/1701732928345284895?s=20 https://www.cnbc.com/video/2023/09/12/apples-new-iphones-may-not-allay-macro-concerns-says-futurums-daniel-newman.html   Oracle Q1 2024 Earnings https://x.com/PatrickMoorhead/status/1701355476552958463?s=20 https://x.com/danielnewmanUV/status/1701349649783599612?s=20 https://futurumgroup.com/insights/oracle-fy-2024-q1-solid-results-bolstered-by-iaas-gain/ https://www.forbes.com/sites/stevendickens/2023/09/14/oracle-30-cloud-revenue-growth-but-cerner-concerns-stall-growth/?sh=401072a75e37   Adobe Q3 2023 Earnings, Goes GA with Generative AI Products https://www.adobe.com/investor-relations.html https://news.adobe.com/news/news-details/2023/Adobe-Unleashes-New-Era-of-Creativity-for-All-With-the-Commercial-Release-of-Generative-AI/default.aspx https://x.com/danielnewmanUV/status/1702451800924647782?s=20   Salesforce Dreamforce 2023 San Francisco https://x.com/PatrickMoorhead/status/1701643728015032439?s=20 https://x.com/danielnewmanUV/status/1701993554766352763?s=20   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

On this episode of The Six Five – On the Road, hosts Daniel Newman and Patrick Moorhead are joined by Cloudera’s Charles Sansbury, CEO and Luke Roquet, Senior Vice President of Marketing, at Cloudera Headquarters, for a discussion on how Cloudera has uniquely enabled their customers to solve problems around data management, helping to guide them in making impactful, transformative, disruptive business decisions with their data. Their conversation covers: What drove the decision behind Charles taking the position as Cloudera’s new CEO, and what he is most focused on delivering for their customers The current trends on the horizon driving Cloudera’s growth We discuss some of the challenges facing enterprises today in managing data across multiple environments, and where Cloudera is investing in order to meet those challenges What Cloudera is doing to ensure they’re delivering on the opportunities of AI and Machine Learning   Cloudera, Enterprise AI, AI, Open Data Lakehouse, Data Management, The Six Five, The Six Five Webcast, Daniel Newman, Patrick Moorhead, 

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Warren Barkley, Director, Product Management, Google Cloud AI for a conversation on Google’s decades of investments in research and AI, what innovating with Generative AI while maintaining standards of ethics and compliance looks like, and a glimpse into the future of AI from Google’s perspective. Their discussion covers: What uniquely positions Google Cloud to rise to the challenge and opportunity in front of Google today The latest Generative AI innovations Google Cloud is bringing to enterprises today What makes Google Cloud the partner of choice for enterprises embarking on their Generative AI journey How Google is balancing the need to innovate and move fast, with the need to be responsible, secure, ethical, and compliant A look ahead at the future of AI from Google’s perspective

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Gerrit Kazmaier, VP & GM, Google Cloud Data Analytics and Andi Gutmans, VP & GM, Google Cloud Databases for a conversation on Google Cloud Next, opportunities around Generative AI, and what makes Google’s approach to the data ecosystem unique.  Their discussion covers: Reflections on some of the highlights and common trends surfacing in their discussions with customers at Google Cloud Next The biggest data challenges Google is helping customers solve today What role Google plays in supporting an open ecosystem How Google is helping customers navigate through the changes in this fascinating period of disruption for some industries What customers can expect from Google in 2024

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:   Dell Tech Q2 2024 Earnings https://twitter.com/PatrickMoorhead/status/1697368991759581260 https://twitter.com/danielnewmanUV/status/1697348088737010158 https://investors.delltechnologies.com/static-files/9a291f79-b86e-4ef2-9ad4-9b83cba26c8c   MongoDB Q2 2024 Earnings https://twitter.com/danielnewmanUV/status/1697372858198933663 https://investors.mongodb.com/news-releases/news-release-details/mongodb-inc-announces-second-quarter-fiscal-2024-financial   Broadcom Q3 2023 Earnings https://twitter.com/PatrickMoorhead/status/1697364164023361963 https://twitter.com/danielnewmanUV/status/1697349845047005336 https://www.cnbc.com/video/2023/09/01/broadcom-adoes-not-have-a-lot-of-costs-to-cuta-analyst-says.html https://investors.broadcom.com/news-releases/news-release-details/broadcom-inc-announces-fourth-quarter-and-fiscal-year-2021   Elastic Q1 2024 Earnings https://ir.elastic.co/news-events/press-releases/press-releases-details/2023/Elastic-Reports-First-Quarter-Fiscal-2024-Financial-Results/default.aspx https://www.wallstreetzen.com/news/elastic-nv-estc-q1-2024-earnings-report-exceeds-expectations-driving-price-target-increase https://s2.q4cdn.com/265747582/files/doc_financials/2024/q1/Q1FY24-Investor-Presentation.pdf   Huawei's Mystery P60 Smartphone https://www.washingtonpost.com/technology/2023/09/02/huawei-raimondo-phone-chip-sanctions/ https://www.pcmag.com/news/what-us-sanctions-huawei-mate-60-pro-launches-with-korean-memory-chip https://www.androidauthority.com/huawei-mate-60-pro-3358902/   Qualcomm IAA announcements; AWS-BMW Tie up https://twitter.com/danielnewmanUV/status/1699081097487823111 https://twitter.com/danielnewmanUV/status/1699390097215353179 https://twitter.com/danielnewmanUV/status/1699390245970567450 https://www.cnbc.com/amp/2023/09/05/qualcomm-focuses-on-auto-and-ai-as-apple-business-faces-uncertainty.html https://www.qualcomm.com/news/releases/2023/09/qualcomm-and-aws-commit-to-long-term-co-innovation-to-advance-th https://press.aboutamazon.com/2023/9/the-bmw-group-selects-aws-to-power-next-generation-automated-driving-platform https://twitter.com/danielnewmanUV/status/1699017029267693874 https://twitter.com/danielnewmanUV/status/1698699743424037180   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:   Google Cloud Next 2023 https://twitter.com/danielnewmanUV/status/1696569467126378561?s=20 https://twitter.com/PatrickMoorhead/status/1696965818729509138?t=S-01chmf0Py9m-ESYpVDgw&s=19 https://twitter.com/PatrickMoorhead/status/1696568895497269293?t=8_yYPg3C1AVoio5d7dno8g&s=19 https://twitter.com/PatrickMoorhead/status/1696564700853555704?t=f_M3n-FtTM9IXm_rfbLDnQ&s=19 https://twitter.com/PatrickMoorhead/status/1696560601810587891?t=5O6DeFQxw5Mt3JLbMIZHVw&s=19   Intel Habana 2 Leads on Hugging Face Visual Model? https://twitter.com/danielnewmanUV/status/1696989509546856590?s=20 https://twitter.com/PatrickMoorhead/status/1696979764001780149?t=Gloov6KMe14HG8ebjld_Gw&s=19   Pure Storage Q2 2024 Earnings https://twitter.com/danielnewmanUV/status/1696981977835163946?s=20 https://twitter.com/PatrickMoorhead/status/1697021401239310819?t=peH9DyKQ4e5816czGVEFbg&s=19   HP Inc Q3 2023 Earnings https://twitter.com/danielnewmanUV/status/1696659692166992317?s=20 https://twitter.com/PatrickMoorhead/status/1696643431022633370?t=BWL9rEpB8wpDJMadVFGjtg&s=19   HPE Q3 2023 Earnings https://twitter.com/danielnewmanUV/status/1696629058287870072?s=20 https://twitter.com/PatrickMoorhead/status/1696667013266186269?t=gdQfQjhUNvvosswr7E_dGw&s=19   Salesforce Q2 2024 Earnings https://twitter.com/danielnewmanUV/status/1696979468072657252?s=20 https://twitter.com/PatrickMoorhead/status/1697010647731720603?t=5BKs0dPx380HwMHnbJ-Ayg&s=19   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:   NVIDIA Q2 2024 Earnings https://twitter.com/PatrickMoorhead/status/1694446938517836011 https://twitter.com/danielnewmanUV/status/1694445526312185992 https://twitter.com/danielnewmanUV/status/1694457269793046609 https://www.cnbc.com/2023/08/23/nvidia-nvda-earnings-report-q2-2024.html   Zoom Q2 2024 Earnings https://twitter.com/danielnewmanUV/status/1693736034670952942 https://investors.zoom.us/news-releases/news-release-details/zoom-video-communications-reports-financial-results-second-0   Marvell Q2 2024 Earnings https://investor.marvell.com/2023-08-24-Marvell-Technology,-Inc-Reports-Second-Quarter-of-Fiscal-Year-2024-Financial-Results https://www.prnewswire.com/news-releases/marvell-technology-inc-reports-second-quarter-of-fiscal-year-2024-financial-results-301909561.html   VMware Explore 2023 https://moorinsightsstrategy.com/research-notes/vmware-scales-up-its-ransomware-recovery-solution/ https://www.forbes.com/sites/moorinsights/2023/08/23/vmware-explore-2023-extends-into-cloud-networking-and-security/?sh=6ed0a2807546 https://twitter.com/PatrickMoorhead/status/1694030935443001431 https://twitter.com/PatrickMoorhead/status/1694027888289525898 https://twitter.com/PatrickMoorhead/status/1694026389526299024 https://twitter.com/PatrickMoorhead/status/1694020771390365978 https://twitter.com/PatrickMoorhead/status/1694403947140981243 https://twitter.com/PatrickMoorhead/status/1693662348651942023 https://twitter.com/danielnewmanUV/status/1694028321603109294 https://twitter.com/danielnewmanUV/status/1694026809552306625   Oracle Cloud Joins VMware Cloud Universal Program https://www.oracle.com/news/announcement/oracle-cloud-infrastructure-joins-vmware-cloud-universal-program-2023-08-22/ https://blogs.vmware.com/cloud/2023/08/22/announcing-oracle-cloud-vmware-solution-joining-vmware-cloud-universal/? https://www.vmware.com/products/cloud-universal.html   Arm Files F-1 in Front of IPO https://twitter.com/PatrickMoorhead/status/1693772754880016823 https://twitter.com/danielnewmanUV/status/1694025311900614774 https://www.sec.gov/Archives/edgar/data/1973239/000119312523216983/d393891df1.htm https://www.cnbc.com/2023/08/21/arm-ipo-what-it-means-for-ipo-market-softbank.html   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Sergio Severo, President and General Manager, ISG, North America at Lenovo and Jim Francis, CTO, Houston Methodist, for a conversation on Lenovo’s partnership with Houston Methodist and the benefits of AI-driven technology in healthcare during VMWare Explore in Las Vegas. Their discussion covers: Lenovo’s role in supporting and driving efficiency in data management in the healthcare sector, and how that role has progressed since breaking into the healthcare industry The challenges and/or burdens Houston Methodist experienced in the organization's data management processes, and how Lenovo’s solutions have helped The opportunity that the adoption of Lenovo’s AI-ready solutions present in simplifying data management operations and supporting the overall healthcare system How Lenovo’s technology supports improving cost efficiency and reducing burden on healthcare staff/patients, and how the benefits of AI-driven solutions manifest innovation and efficiency in the healthcare landscape How Lenovo’s role in the healthcare sector might evolve in the next few years

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Robert Daigle, Director of Global AI Business and Blake Kerrigan, GM of Global ThinkEdge Business Group at Lenovo, for a conversation on Lenovo’s AI Innovator’s program, their AI investment, and how Lenovo’s solutions simplify and improve AI-adoption. Their discussion covers: What initiated Lenovo’s AI journey and how are Lenovo plans to stay ahead of the rapidly evolving AI competitor landscape How Lenovo’s AI Innovators program has outperformed its initial expectations and how the program expects to grow over time Why Ethical and Responsible AI is a primary focus area for Lenovo and what they are doing to ensure what they deliver is just that Lenovo’s perspective on the recent challenges or pain points they’ve observed in the adoption of AI and how Lenovo’s new solutions uniquely simplify and improve AI adoption The advantage of Lenovo’s edge portfolio in enabling AI-adoption and improving scalability at the edge

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Mike McDonough, Executive Director and GM, Software and Solutions at Lenovo for a conversation on AI-ready solutions during VMWare Explore in Las Vegas. Their discussion covers: How Lenovo considers the role of AI infrastructure and AI-ready solutions when improving business operations and driving innovation The evolution of Lenovo’s partnership with VMWare and how the new AI offerings will support the delivery of critical data to enterprises and inform decision-making Lenovo’s announcement of the new generative AI joint solution with VMware to deliver the most GPU-dense platform and how this new solution will enable next-generation AI workloads Lenovo’s announcement of the first solutions from the joint Edge and Cloud Innovation Labs with VMware and the role these and future solutions driven by the Innovation Labs will have in serving new and existing customers  

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Will Grannis, CTO of Google Cloud for a conversation on the latest from Google and Google Cloud, Generative AI and a preview of Google Cloud Next ‘23, happening later this month. Their discussion covers: What to watch for at Google Cloud Next ‘23, happening August 29-31st in San Francisco An introduction to Will and his role, which sits between Customers and Technology How this current chapter for Google and Google cloud is unfolding from the customer perspective: Why Google Cloud? How Google Cloud is helping businesses take advantage of generative AI, from content generation and chat summarization, to building custom chat interfaces and digital assistants

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Chris Tobias, GM, Americas Technology Leadership/Global Platform ISV Account Team at Intel Corporation for a conversation during VMWare Explore in Las Vegas. Their discussion covers: The evolution in the industry of running everything on the core CPU to now using more specific accelerators and how impacts Intel’s strategy Why Intel has chosen a cores and accelerator strategy for Xeon processors, and what workloads these accelerators address Details on their AI accelerator, Intel AMX  How Intel AMX compares to a discrete GPU, as well as software and frameworks

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:   Cisco Q4 2023 Earnings https://twitter.com/PatrickMoorhead/status/1691908610639720781?s=20 https://twitter.com/danielnewmanUV/status/1691907333771702441?s=20 https://seekingalpha.com/article/4629099-cisco-systems-inc-csco-q4-2023-earnings-call-transcript   Lenovo Q1 2024 Earnings https://www.reuters.com/technology/lenovo-revenue-falls-due-weak-pc-demand-2023-08-17/ https://investor.lenovo.com/en/financial/results/presentation_2324_q1.pdf   Intel-Tower Deal Off - What’s Next? https://twitter.com/PatrickMoorhead/status/1692179942639796324?s=20 https://twitter.com/PatrickMoorhead/status/1691799506998726714?s=20 https://twitter.com/danielnewmanUV/status/1691898605588635720?s=20 https://towersemi.com/ https://money.cnn.com/2018/07/26/technology/qualcomm-nxp-merger-china/index.html   Synopsys Q3 2023 Earnings and New CEO https://twitter.com/PatrickMoorhead/status/1691959371209576823?s=20 https://www.forbes.com/sites/patrickmoorhead/2023/08/17/synopsys-announces-record-quarter-raised-guidance-and-its-next-ceo/   Groq Chooses Samsung Over TSMC & IFS https://twitter.com/PatrickMoorhead/status/1691511919323049986?s=20   What Does Amazon Device’s Dave Limp Exit Mean? https://twitter.com/PatrickMoorhead/status/1691567219107328340?s=20 https://www.aboutamazon.com/news/company-news/a-team-update-from-dave-limp https://www.aboutamazon.com/news/company-news/svp-dave-limp-to-retire-from-amazon   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:   NVIDIA Siggraph Announcements https://nvidianews.nvidia.com/news/gh200-grace-hopper-superchip-with-hbm3e-memory https://nvidianews.nvidia.com/news/nvidia-grace-hopper-superchips-designed-for-accelerated-generative-ai-enter-full-production https://www.nextplatform.com/2023/05/29/nvidias-grace-hopper-hybrid-systems-bring-huge-memory-to-bear/ https://blogs.nvidia.com/blog/2023/08/08/siggraph-2023-special-address/   Zoom AI ToS Dust-up https://www.axios.com/2023/08/09/zooms-terms-service-changes-ai-fears https://blog.zoom.us/zooms-term-service-ai/ https://www.linkedin.com/posts/ericsyuan_given-that-many-friends-have-reached-out-activity-7094824287336861697-CGMy/? https://futurumgroup.com/insights/zooms-changes-cause-confusion-on-when-data-is-used-to-train-ai/   GlobalFoundries Q2 2023 Earnings https://investors.gf.com/static-files/b05a3486-4452-4455-94b6-ae8a3a8634e0 https://investors.gf.com/news-releases/news-release-details/globalfoundries-reports-second-quarter-2023-financial-results https://futurumgroup.com/insights/globalfoundries-q2-robust-performance-in-the-face-of-macro-concerns/   Salesforce Bring Your Own Model https://techcrunch.com/2023/08/04/salesforce-einstein-studio-lets-you-bring-your-own-model-starting-with-amazon-sagemaker/ https://www.forbes.com/sites/danielnewman/2023/08/10/salesforce-sees-its-ai-prospects-grow-with-einstein-studio-and-byom/ https://www.salesforce.com/news/stories/einstein-studio-ai-news/#:~:text=Salesforce   Groq Meta LLAMA-2 70B Param 100 tps Milestone https://www.prnewswire.com/news-releases/groq-first-to-achieve-100-tokens-per-second-per-user-on-meta-ais-llama-2-70b-leading-all-artificial-intelligence-solutions-providers-in-inference-performance-301895968.html   Qualcomm Wins First All-Electric Cadillac SUV Design https://www.qualcomm.com/news/releases/2023/08/snapdragon-digital-chassis-powers-2025-cadillac-escalade-iq--bri https://media.cadillac.com/media/us/en/cadillac/home.detail.html/content/Pages/news/us/en/2023/aug/0809-escaladeiq.html https://twitter.com/PatrickMoorhead/status/1689657227693391873?s=20   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

In this episode of The Six Five Connected with Diana Blass, our host covers the latest news on quantum technology. Excited about AI? Get ready because, with quantum technology, the possibilities are endless. That's according to Qubitekk's CTO, Duncan Earl, who led the installation of the quantum network in Chattanooga, TN, the United State's first commercial quantum network. It comes as nations rush to develop quantum solutions as world leaders realize the power that could come to those with the technology. Technology analyst Patrick Moorhead says it's an arms race to develop quantum solutions. Chattanooga has become the latest test bed.

On this episode of The Six Five Insider, hosts Daniel Newman and Patrick Moorhead talk with   Micron’s Ryan Baxter, Senior Director of Marketing about Micron’s Compute Express Link™ (CXL™) technology.  The conversation also covers: An overview on the status of CXL How the ecosystem is responding to CXL Examples of early use cases that Micron sees will benefit from CXL Insight into how CXL will help Large Language Models like ChatGPT

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:   Amazon/AWS Earnings https://ir.aboutamazon.com/news-release/news-release-details/2023/Amazon.com-Announces-Second-Quarter-Results/ https://twitter.com/danielnewmanUV/status/1687203529289781254?t=l3wJwXlSL88tGd3bruqYLQ&s=19   Apple Earnings https://www.apple.com/newsroom/2023/08/apple-reports-third-quarter-results/ https://twitter.com/danielnewmanUV/status/1687206463054458880?t=XEROtfysXpHU_67tEyddJw&s=19   Qualcomm Earnings https://twitter.com/PatrickMoorhead/status/1687155200958611471?t=Lh-nHuletfHXW0chUo04XA&s=19 https://twitter.com/danielnewmanUV/status/1686833328568336384?t=QuJNrunXE3Nu0n6Jpv7BaQ&s=19   AMD Earnings https://ir.amd.com/news-events/press-releases/detail/1146/amd-reports-second-quarter-2023-financial-results https://twitter.com/danielnewmanUV/status/1686481385014558720?t=4mBjaZetbIBroIIQOeB0gA&s=19   Zoom Perspectives 2023 https://twitter.com/danielnewmanUV/status/1687092585091993602?t=hZ85kTt7enKHKFa1XGGjgQ&s=19 https://twitter.com/danielnewmanUV/status/1686787449165430799?t=Ari5e1b5Nh7KZQZFFF6Ujw&s=19   Lattice Earnings https://ir.latticesemi.com/news-releases/news-release-details/lattice-semiconductor-reports-second-quarter-2023-results https://twitter.com/danielnewmanUV/status/1686107571931758594?t=GGfO9hFvWy3ltV_5ZTXVfA&s=19 https://seekingalpha.com/article/4622014-lattice-semiconductor-corporation-lscc-q2-2023-earnings-call-transcript   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:   Microsoft Earnings https://twitter.com/danielnewmanUV/status/1683966709596577792?s=20   Qualcomm Runs the Table at Samsung Unpacked 2023 https://www.forbes.com/sites/patrickmoorhead/2023/07/26/samsung-unpacked-2023-years-of-persistence-leads-to-higher-degrees-of-fold-success/ https://www.qualcomm.com/news/releases/2023/07/snapdragon-powers-samsung-s-new-galaxy-lineup-globally   Google Earnings https://twitter.com/danielnewmanUV/status/1684008978752368640?s=20   T-Mobile earnings; 4x CA 5G https://www.t-mobile.com/news/network/t-mobile-revs-up-5g-with-four-carrier-aggregation https://investor.t-mobile.com/events-and-presentations/events/event-details/2023/T-Mobile-Q2-2023-Earnings-Call/default.aspx   Intel Earnings & Ericsson 18A for IFS https://www.intel.com/content/www/us/en/newsroom/news/intel-ericsson-expand-strategic-collaboration-5g-infrastructure.html   EU Investigates Adobe-Figma Deal https://twitter.com/danielnewmanUV/status/1683860715671523331?s=20 https://twitter.com/PatrickMoorhead/status/1683722961029861376?s=20   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

On this episode of The Six Five Insider, hosts Daniel Newman and Patrick Moorhead welcome  Mircon’s Girish Cherussery, Senior Director, Product Management for a conversation on High Bandwidth Memory (HBM) along with insight into the memory ecosystem. Their discussion covers: A deep dive into what High Bandwidth Memory (HBM) is and how its being used for today’s applications How Micron is responding to the needs of the market and its customers What is currently happening in the “memory ecosystem” Girish gives us insight on what our viewers should keep an eye on in the market  

In a follow-up to the first episode that investigated the race to AI innovation playing out on the world stage, this episode of The Six Five Connected with Diana Blass dives into the copyright violations, data privacy issues and potential deception associated with AI-generated content. On this episode, you will: Learn about the implications of the latest investigations and lawsuits with Kirk Sigmon. Meet SWIPEBY, a company that has built a text-to-image solution using OpenAI and Stability AI to help small businesses compete with their larger peers. Gain insights on the latest AI news, specifically Meta & Microsoft's announcement of LlAMA2, with analysis from The Six Five Five Co-Hosts Patrick Moorhead & Daniel Newman.

On this episode of The Six Five – Insider Edition, hosts Daniel Newman and Patrick Moorhead welcome Cloudera’s Ram Venkatesh, CTO for a discussion on the importance of data in enabling Enterprise AI and the role of trust in ensuring AI success in navigating this rapid evolution of AI. This discussion addresses the business benefits of Cloudera’s Open Data Lakehouse and Data Fabric providing secure and governed solutions for all types of data across multiple clouds, enabling customers to trust their data and AI.

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:   Oracle MySQL Heatwave Lakehouse GA https://www.prnewswire.com/news-releases/oracle-announces-the-general-availability-of-mysql-heatwave-lakehouse-301881852.html https://www.forbes.com/sites/moorinsights/2023/03/29/is-mysql-heatwave-oracles-killer-app-/?sh=28b239951606 https://www.linkedin.com/events/7080595565201289216/comments/   SAP Earnings https://news.sap.com/2023/07/sap-announces-q2-2023-results/   IBM Earnings https://twitter.com/danielnewmanUV/status/1681769222391885824?s=20 https://twitter.com/PatrickMoorhead/status/1681791557027123200?s=20   Microsoft Bing Search and Sales Copilot AIM https://twitter.com/PatrickMoorhead/status/1681406729924296710?s=20 https://www.forbes.com/sites/moorinsights/2023/07/20/microsoft-puts-ai-chat-to-work-with-bing-chat-enterprise/   Lenovo Storage Announcement https://news.lenovo.com/pressroom/press-releases/lenovo-unveils-new-data-management-solutions/   Broadcom CMA Approval https://abcnews.go.com/Technology/wireStory/broadcoms-61-billion-vmware-purchase-wins-uk-competition-101483119   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Splunk’s Ryan Kovar, Distinguished Security Strategist/SURGe Founder and Kirsty Paine, Field CTO, EMEA, live from .conf23 in Las Vegas. Their discussion covers: The top three security trends and issues that CISOs and security professionals are focusing on currently How CISOs can communicate more effectively with their board, as their roles have becoming increasingly more important in their organization What the hardest questions to answer are for security professionals What the biggest mistakes and the best wins they are seeing from CISOs  

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Splunk’s Juliana Vida, GVP, Chief Strategic Advisor, Public Sector live from .conf23 in Las Vegas. Their discussion covers: Juliana’s journey into IT and how that impacts her perspective as an industry leader today, as well as a look into her current role with Splunk How the public sector has changed over the years regarding digital capabilities and the cyber landscape Insights into how ransomware and other intrusions into government networks have impacted the public sector this year What the Biden Administration’s National Cybersecurity Strategy Implementation Plan (NCSIP) means for our nation and organizations serving our government Juliana shares her thoughts on strategic considerations for zero trust adoption, and whether partnerships between government and private companies could be the solution in helping address cybersecurity issues faster and more efficiently What she perceives CIOs and other IT leaders should be prioritizing right now, to be most resilient  

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Splunk’s Patrick Coughlin, VP Global Technical Sales and Matt Swan, Field CTO, Americas live from .conf23 in Las Vegas. Their discussion covers: Some background on both Patrick and Matt’s experience and how they came into their roles at Splunk What kind of shared conclusions they have on how security and IT/observability intertwine to drive digital resilience for enterprises Their takes on how CISOs, CTOs and CIOs should all be thinking about digital resilience Why comprehensive visibility is so critical for both security and IT practitioners to be resilient, and how observability enhances incident response capabilities to reduce mean time in detecting and resolving security incidents  

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Splunk’s CEO Gary Steele, Live from .conf23 in Las Vegas. Their discussion covers: What Gary is most excited about for this year’s event The latest announcements from .conf23, including the strategic partnership with Microsoft, Splunk Edge Hub, and Splunk AI What Gary has learned at the helm of Splunk as CEO since taking on the role What the opportunities for growth are as enterprises seek to build digital resilience  

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Splunk’s Petra Jenner, SVP and General Manager, EMEA, live from .conf23 in Las Vegas. Their discussion covers: The background on Petra’s role leading a dynamic region in EMEA, and what companies can do to create more resilient employees What the tone of debate is around AI in EMEA and the difference in attitudes between the US and in the EMEA region How AI can help employees to be more resilient The topic of women in technology and the importance of diversity in the workplace, the state of play in this area at the moment, and her opinion on progress made as an industry  

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Splunk’s Chief Cybersecurity Advisor Paul Kurtz, live from .conf23 in Las Vegas. Their discussion covers: What kind of lessons might we take from history to avoid “shiny object syndrome” around the latest AI boom The kind of perspective organizations need to have as they devise a strategy around AI The resources Paul recommends to help inform how leaders think about AI  

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

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:   Broadcom-VMware Deal Approved by EU https://apnews.com/article/broadcom-vmware-european-union-antitrust-cloud-computing-f9958592c1db7963e30870ddf2b88c03 https://www.forbes.com/sites/patrickmoorhead/2023/01/25/are-the-eu-concerns-with-broadcoms-vmware-deal-justified/?sh=6278888c42e7 https://www.forbes.com/sites/patrickmoorhead/2022/11/28/is-it-time-to-start-giving-broadcoms-pending-acquisition-of-vmware-a-chance/?sh=717c8af32502 https://thesixfivesummit.com/speakers/hock-tan/ https://twitter.com/PatrickMoorhead/status/1679107151367733248?s=20 https://twitter.com/danielnewmanUV/status/1679091609697153024?s=20   China Plays Offense with Precious Metals https://www.cnbc.com/2023/07/13/chinas-metal-curbs-could-encourage-supply-chain-diversification.html https://www.cnbc.com/video/2023/06/16/micron-is-being-squeezed-between-the-u-s-and-chinas-20-year-conflict-analyst-patrick-moorhead.html https://www.cnbc.com/video/2023/06/28/for-generative-a-i-china-absolutely-needs-access-to-global-semiconductors-says-patrick-moorhead.html https://www.cnbc.com/video/2022/11/07/every-c-suite-person-i-talk-to-is-trying-to-get-out-of-china-says-moor-insights-strategys-patrick-moorhead.html   Microsoft-Activision Deal Approved with FTC Loss? https://arstechnica.com/gaming/2023/07/ftc-appeal-in-microsoft-activision-case-shows-us-regulator-isnt-giving-up-yet/ https://twitter.com/PatrickMoorhead/status/1678908101259395075?s=20 https://twitter.com/danielnewmanUV/status/1678835109359943680?s=20   Adobe Data on Amazon Prime Day https://www.cnbc.com/2023/07/13/amazon-prime-day-more-than-375-million-items-sold.html https://twitter.com/danielnewmanUV/status/1679189844847624209?s=20   IBM Watsonx.ai and .data Goes GA https://newsroom.ibm.com/IBM-watsonx-capabilities-are-now-available-to-help-meet-enterprises-AI-for-business-needs https://www.forbes.com/sites/moorinsights/2023/07/07/ibm-watsonx-empowers-businesses-to-build-tune-and-deploy-reliable-generative-ai-models/ https://www.forbes.com/sites/patrickmoorhead/2023/05/25/ibm-shows-its-full-stack-generative-ai-offering-could-be-a-force-to-reckon-with/?sh=2c3a3df5aeae https://twitter.com/danielnewmanUV/status/1678820757818970112?s=20 https://www.ibm.com/docs/en/watsonx?topic=overview-watsonx   Google Bard Goes Multilingual https://techcrunch.com/2023/07/13/googles-bard-finally-lands-in-the-eu-now-supports-more-than-40-languages/   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:   US-China Chip Controls, NVIDIA https://www.cnbc.com/video/2023/06/28/for-generative-a-i-china-absolutely-needs-access-to-global-semiconductors-says-patrick-moorhead.html https://twitter.com/danielnewmanUV/status/1674554025960787968?s=20   Qualcomm Snapdragon 4 Gen2 for Entry Phones https://hothardware.com/news/qualcomm-snapdragon-4-gen-2-big-upgrades-budget-phones https://www.anandtech.com/show/18931/qualcomm-unveils-snapdragon-4-gen-2-modest-modernization-for-lowend-mobiles   Micron Earnings https://www.cnbc.com/video/2023/06/28/for-generative-a-i-china-absolutely-needs-access-to-global-semiconductors-says-patrick-moorhead.html?__source=sharebar|twitter&par=sharebar   IBM Buys Apptio https://www.forbes.com/sites/patrickmoorhead/2023/06/27/ibm-acquires-apptio-to-deliver-hybrid-multi-cloud-finops/ https://twitter.com/danielnewmanUV/status/1673306152824713218?s=20   Oracle Optimizes DB for Arm, Ampere; Larry Questions Intel? https://www.reuters.com/technology/oracle-extends-its-flagship-database-amperes-computing-chips-2023-06-28/ https://www.crn.com/news/components-peripherals/oracle-bets-on-amd-ampere-cpus-ellison-says-intel-x86-architecture-is-reaching-its-limit- https://blogs.oracle.com/database/post/announcing-oracle-database-19c-support-for-arm?source=:so:tw:or:awr:odb:::RC_WWMK220913P00038:&SC=:so:tw:or:awr:odb:::RC_WWMK220913P00038:&pcode=WWMK220913P00038   NVIDIA Snowflake https://techcrunch.com/2023/06/27/snowflake-nvidia-partnership-could-make-it-easier-to-build-generative-ai-applications/ https://www.enterpriseai.news/2023/06/29/mlperf-training-3-0-showcases-llm-nvidia-dominates-intel-habana-also-impress/ https://twitter.com/PatrickMoorhead/status/1674427948332613635?s=20   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:   HPE Discover 2023 https://twitter.com/patrickmoorhead/status/1671566898868412417?s=61&t=ji5ZLWkVvgBe1Ix4aAxhzQ https://twitter.com/patrickmoorhead/status/1671203783521751040?s=61&t=ji5ZLWkVvgBe1Ix4aAxhzQ https://twitter.com/patrickmoorhead/status/1670775569875607553?s=61&t=ji5ZLWkVvgBe1Ix4aAxhzQ https://twitter.com/danielnewmanUV/status/1671211216537268224?s=20   MongoDB Local NYC 2023 https://twitter.com/patrickmoorhead/status/1671882255340544001?s=61&t=ji5ZLWkVvgBe1Ix4aAxhzQ https://twitter.com/danielnewmanUV/status/1671881389766250500?s=20   Oracle EU Sovereign Cloud https://www.oracle.com/news/announcement/oracle-addresses-european-data-privacy-and-sovereignty-requirements-with-new-eu-sovereign-cloud-2023-06-20/   Adobe Earnings https://futurumresearch.com/research-notes/adobe-revenue-for-q2-2023-rises-10-yoy-to-record-4-82-billion/ https://www.adobe.com/investor-relations.html   Intel Foundry Disclosures https://www.intc.com/news-events/ir-calendar/detail/20230621-internal-foundry-model-investor-webinar   Oracle Generative AI Capabilities with Cohere https://futurumresearch.com/research-notes/oracle-launches-enterprise-grade-oracle-generative-ai-services-with-cohere/   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

On this episode of The Six Five – On The Road Partner Edition, hosts Daniel Newman and Patrick Moorhead welcome Ada’s Mike Gozzo, Chief Product & Technology Officer, for a discussion during MongoDB’s .local NYC event. Their discussion covers: Mike shares Ada’s founding story and its mission We discuss the ever-present topic of Generative AI How the use of MongoDB’s platform came about in their organization and how Ada’s team is using the developer platform, within the FinTech market Mike shares his advice for other C-level executives looking to incorporate generative AI into their strategy Be sure to subscribe to The Six Five Webcast, so you never miss an episode.

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome MongoDB’s Sahir Azam, Chief Product Officer, for a discussion during MongoDB’s .local NYC event. Their discussion covers: An overview of MongoDB’s long term vision for Atlas, including the latest updates on Atlas Search The value developers receive from using Vector Search through MongoDB Atlas Search The capabilities Atlas Stream Processing, another big product update from MongoDB Sahir shares some use cases for incorporating real-time analytical capabilities into applications and how MongoDB Atlas is addressing this trend Be sure to subscribe to The Six Five Webcast, so you never miss an episode.

On this episode of The Six Five – On The Road Partner Edition, hosts Daniel Newman and Patrick Moorhead welcome Citi’s Mayank Shah, Head of Cloud Engineering & Tech Fellow, for a discussion during MongoDB’s .local NYC event. Their discussion covers: A look at Citi’s partnership with MongoDB How the use of MongoDB’s products benefits Citi’s business Why MongoDB plays a pivotal role in the future of databases, and the future use-cases in their partnership What Mayank sees trending in the industry with regard to “on prem” and cloud databases Be sure to subscribe to The Six Five Webcast, so you never miss an episode.

On this episode of The Six Five – On The Road Partner Edition, hosts Daniel Newman and Patrick Moorhead welcome Cisco’s Dev Bapat, Head of AI ML Data Products, and Yatish Joshi, Technical Leader for a discussion during MongoDB’s .local NYC event. Their discussion covers: The impacts driven by AI and Machine Learning for Cisco’s customers and partners Yatish shares his insights on scalability and the requirements to meet Cisco’s existing and future demand Dev shares his strategy for prioritizing with so many competing requirements and timelines Yatish gives us perspective on how to balance a dynamic innovation roadmap with incoming customer requests  Be sure to subscribe to The Six Five Webcast, so you never miss an episode.

On this episode of The Six Five – On The Road Partner Edition, hosts Daniel Newman and Patrick Moorhead welcome MongoDB’s Alan Chhabra, EVP Worldwide Partners, Wells Fargo’s Nadeem Kayani, EVP/CIO of Consumer Lending and Capgemini’s Arindam Choudhury, VP, Banking & Capital Markets, Head of Global Insights & Data. Their discussion covers: Insights into the innovations happening in the area of financial transactions What Wells Fargo is focusing on to bring new features to improve the customer experience, save costs and modernizing for the future How they’re prioritizing at the c-suite level where everything is important How Capgemini is working with its partners to help their customers modernize and innovate within Financial Services An overview of MongoDB’s announcement launching Atlas for Industries Be sure to subscribe to The Six Five Webcast, so you never miss an episode.

On this episode of The Six Five – On The Road Partner Edition, hosts Daniel Newman and Patrick Moorhead welcome One AI’s CEO, Amit Ben, for a discussion during MongoDB’s .local NYC event. Their discussion covers: Amit shares One AI’s founding story and its mission We discuss how One AI is leveraging MongoDB’s developer data platform Insight into the cloud platform on which One AI runs Amit shares his reaction to the news of MongoDBs initiative with Google Cloud, to help developers build AI-powered apps  Be sure to subscribe to The Six Five Webcast, so you never miss an episode.

On this episode of The Six Five – On The Road Partner Edition, hosts Daniel Newman and Patrick Moorhead welcome Globant’s Nico Avila, North America CTO for a discussion during MongoDB’s .local NYC event. Their discussion covers: How Globant is using AI internally and with clients across industries Globant’s recent additions to its Studio Practices How Nico sees enterprise tech continuing to change through the second half of 2023 Globant’s approach to upskilling and reskilling its global talent amidst the quickly evolving technology landscape Be sure to subscribe to The Six Five Webcast, so you never miss an episode.

On this episode of The Six Five On The Road, hosts Daniel Newman and Patrick Moorhead provide their analysis and opinion on the Opening Keynote at the MongoDB .local NYC event. Analysis summary: The future of data is hybrid and multi-cloud. MongoDB is uniquely positioned to lead in this new era of AI & data. The company is investing heavily in innovation, including new products and services, to help customers succeed in the hybrid cloud world. MongoDB is committed to providing the best platform for the developer community and the C-suite, which is essential for success in the modern data landscape.

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:   AMD Datacenter & AI Event https://twitter.com/PatrickMoorhead/thread/1668666688185806867 https://twitter.com/PatrickMoorhead/status/1668687705335537673?s=20 https://twitter.com/danielnewmanUV/status/1668729938902409217?s=20 https://www.forbes.com/sites/patrickmoorhead/2023/06/14/amd-laid-the-groundwork-for-big-hyperscaler-ai-accelerator-play-in-the-future/?sh=62c880a449fe   Salesforce AI Day NYC https://twitter.com/danielnewmanUV/status/1668312711061438479?s=20 https://twitter.com/danielnewmanUV/status/1668310433839689742?s=20   IBM Quantum Utility Breakthrough https://www.forbes.com/sites/moorinsights/2023/06/14/ibms-latest-research-paper-signals-a-new-era-of-quantum-computing-is-here/ https://moorinsightsstrategy.com/mis-insider-podcast/mis-insider-podcast-the-utility-of-quantum-computing-today-with-dr-jay-gambetta-ibm-quantum/ https://twitter.com/PatrickMoorhead/status/1669031995614142474?s=20 https://newsroom.ibm.com/2023-06-14-IBM-Quantum-Computer-Demonstrates-Next-Step-Towards-Moving-Beyond-Classical-Supercomputing   Oracle Q1 Earnings https://twitter.com/PatrickMoorhead/status/1668618709018214400?s=20 https://twitter.com/PatrickMoorhead/status/1668372339279515652?s=20 https://twitter.com/danielnewmanUV/status/1668379701469929489?s=20 https://twitter.com/danielnewmanUV/status/1668379701469929489?s=20   Lenovo AI Disclosures https://news.lenovo.com/pressroom/press-releases/lenovo-brings-ai-to-data-with-comprehensive-portfolio/ https://insidehpc.com/2023/06/lenovo-reports-ai-infrastructure-revenue-exceeded-2b/   Microsoft Activision Deal Blocked in U.S. https://www.reuters.com/legal/us-judge-temporarily-blocks-microsoft-acquisition-activision-2023-06-14/   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:   Cisco Live 2023 https://www.forbes.com/sites/patrickmoorhead/2023/06/07/cisco-systems-strives-to-bring-simplicity-to-hybrid-multicloud-networking-security-and-observability/   Google Cloud Executive Forum https://twitter.com/danielnewmanUV/status/1666480221334409217?s=20 https://twitter.com/danielnewmanUV/status/1666487740240891904?s=20   Apple Vision Pro https://www.apple.com/apple-vision-pro/ https://twitter.com/PatrickMoorhead/status/1665882137256656896?s=20 https://twitter.com/PatrickMoorhead/status/1665831113254907904?s=20 https://twitter.com/CNBCOvertime/status/1664741698637840384?s=20 https://t.co/MjEr3Whz37   Cloudera Observability Announcement https://twitter.com/PatrickMoorhead/status/1666167289203527680?s=20 https://www.cloudera.com/about/news-and-blogs/press-releases/2023-06-06-cloudera-observability-optimizes-hybrid-cloud-costs.html https://futurumresearch.com/research-notes/cloudera-announces-new-observability-solution/   Salesforce Senior Leadership Changes https://www.nasdaq.com/articles/salesforce-ceo-shakes-up-top-ranks-hints-at-succession-plan-insider-0 https://twitter.com/danielnewmanUV/status/1666484718018400262?s=20 https://twitter.com/PatrickMoorhead/status/1666290142418710528?s=20 https://www.linkedin.com/in/arielkelman/ https://www.linkedin.com/in/miguelmilano/ https://www.salesforce.com/company/leadership/bios/bio-millham/   Six Five Summit 2023 Wrap Up https://twitter.com/PatrickMoorhead/status/1666889036575965184?s=20 https://thesixfivesummit.com/   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:   Salesforce Q1 Earnings https://twitter.com/danielnewmanUV/status/1664034762338516993?s=20 https://s23.q4cdn.com/574569502/files/doc_financials/2024/q1/CRM-Q1-FY24-Earnings-Presentation.pdf https://www.marketwatch.com/story/salesforces-stock-slumps-as-earnings-show-tech-giant-is-no-longer-a-growth-software-company-48f0dc11   HPE Q2 Earnings https://twitter.com/danielnewmanUV/status/1663652087438139393?s=20 https://investors.hpe.com/~/media/Files/H/HP-Enterprise-IR/documents/q2-2023/q2-2023-earnings-presentation.pdf https://twitter.com/PatrickMoorhead/status/1664274975875006464?s=20   MongoDB Q1 Earnings https://investors.mongodb.com/ https://twitter.com/danielnewmanUV/status/1664428166574747648?s=20   HP Q2 Earnings https://twitter.com/danielnewmanUV/status/1663670030985478144?s=20 https://s2.q4cdn.com/602190090/files/doc_financials/2023/q2/Q223-HP-Inc-Earnings-Presentation.pdf https://twitter.com/PatrickMoorhead/status/1664311049976266762?s=20   Pure Storage Q1 Earnings https://twitter.com/danielnewmanUV/status/1664014316301869062?s=20 https://s21.q4cdn.com/687136699/files/doc_financials/2024/q1/PSTG-Q1-FY24-Earnings-Presentation.pdf https://twitter.com/PatrickMoorhead/status/1664306483847221249?s=20   Broadcom Q2 Earnings https://investors.broadcom.com/ https://investors.broadcom.com/news-releases/news-release-details/broadcom-inc-announces-second-quarter-fiscal-year-2023-financial https://twitter.com/danielnewmanUV/status/1664426179175014408?s=20 https://twitter.com/PatrickMoorhead/status/1664624102190075904?s=20   Cisco Q3 Earnings https://s2.q4cdn.com/951347115/files/doc_presentations/2023/05/Q3FY23-Earnings-Slides-1.pdf   Dell Technologies Q1 Earnings https://investors.delltechnologies.com/ https://twitter.com/danielnewmanUV/status/1664373391724273664?s=20 https://investors.delltechnologies.com/news-releases/news-release-details/dell-technologies-delivers-first-quarter-fiscal-2024-financial https://investors.delltechnologies.com/static-files/195c3ce8-cdb1-4e0a-ad49-0f7d3ccf017e https://twitter.com/PatrickMoorhead/status/1664367394976923649?s=20   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Dell Technologies' Sam Grocott, SVP of Product Marketing. Their discussion covers: Highlights of the Dell Tech World event announcements What news from Dell Tech World stands out most for customers and press at the show An overview of the new APEX Solutions and multicloud partnerships Marketing trends at top of mind for the Dell Tech Marketing Team

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Dell Technologies’ Varun Chhabra, SVP, Product Marketing, Infrastructure Solutions Group & Telecom. Their discussion covers: Varun’s point of view on the rapid rise of Generative AI, and what’s real versus just hype Varun shares the most interesting use cases of Generative AI he’s heard recently We take a look at Project Helix What other AI-centric partnerships Dell Technologies has coming in the future

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Dell Technologies’ Cassandra Garber, VP of ESG. Their discussion covers: An introduction to Cassandra and her team’s role within Dell Technologies Cassandra shares Dell’s top focus-areas for ESG (Environmental, Social, Governance) We learn more what Dell’s customers and partners are interested surrounding ESG How ESG has shown up at the Dell Technologies World event this week

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Dell Technologies’ Mindy Cancila, VP, Corporate Strategy, Strategic Growth and Activation. Their discussion covers: Why Dell is well-positioned on their company ecosystem strategy What the second half of 2023 holds for Dell, from a strategy perspective Mindy shares what Dell’s biggest opportunities for growth are over the next 2-3 years We explore whether cloud repatriation is just hype or real movement

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:   SAP Sapphire 2023 https://news.sap.com/2023/05/sap-sapphire-future-proofed-business-age-of-ai/ https://news.sap.com/2023/05/sap-successfactors-helps-hr-solve-skills-gap-with-generative-ai/ https://news.sap.com/2023/05/sap-sapphire-orlando-keynote-customers-trust-sap/?amp=1   Dell Technologies World 2023 https://twitter.com/PatrickMoorhead/status/1660694029233975296?s=20 https://twitter.com/PatrickMoorhead/status/1661055691862478848?s=20 https://twitter.com/PatrickMoorhead/status/1660655045308817409?s=20 https://twitter.com/danielnewmanUV/status/1661126221651148809?s=20 https://twitter.com/danielnewmanUV/status/1661056157514088448?s=20 https://twitter.com/danielnewmanUV/status/1660695845862543361?s=20 https://futurumresearch.com/research-notes/dell-introduces-dell-nativeedge-an-edge-operations-software-platform-designed-to-help-simplify-secure-optimize-and-automate-edge-infrastructure-deployments/ https://futurumresearch.com/research-notes/dell-technologies-and-nvidia-launch-project-helix-for-on-prem-generative-ai/ https://futurumresearch.com/research-notes/dell-technologies-introduces-project-fort-zero-to-help-accelerate-and-simplify-zero-trust-adoption-at-dell-technologies-world-event/ https://futurumresearch.com/research-notes/dell-apex-platform-advancements-empower-customers-to-optimize-multicloud-strategies-and-streamline-it-operations/   Microsoft Build 2023 https://twitter.com/PatrickMoorhead/status/1660995939920941057?s=20 https://news.microsoft.com/build-2023-book-of-news/ https://twitter.com/danielnewmanUV/status/1661912844282265600?s=20 https://twitter.com/danielnewmanUV/status/1661879217548840960?s=20 https://twitter.com/danielnewmanUV/status/1661755277279121408?s=20 https://twitter.com/danielnewmanUV/status/1661497197798756355?s=20 https://twitter.com/danielnewmanUV/status/1661120240997269505?s=20   Nvidia Q1 Earnings https://twitter.com/StreetSignsCNBC/status/1663052964070817792?s=20 https://twitter.com/danielnewmanUV/status/1661497197798756355?s=20 https://twitter.com/PatrickMoorhead/status/1661492733243195392?s=20 https://s201.q4cdn.com/141608511/files/doc_financials/2024/Q1FY24/Q1FY24-CFO-Commentary.pdf https://twitter.com/danielnewmanUV/status/1661879217548840960?s=20 https://investor.nvidia.com/news/press-release-details/2023/NVIDIA-Announces-Financial-Results-for-First-Quarter-Fiscal-2024/default.aspx https://s201.q4cdn.com/141608511/files/doc_financials/2024/Q1FY24/Rev_by_Mkt_Qtrly_Trend_Q124.pdf   Marvell Q1 Earnings https://twitter.com/PatrickMoorhead/status/1661909835523440642?s=20 https://twitter.com/danielnewmanUV/status/1661879217548840960?s=20 https://twitter.com/StreetSignsCNBC/status/1663052964070817792?s=20 https://investor.marvell.com/2023-05-25-Marvell-Technology,-Inc-Reports-First-Quarter-of-Fiscal-Year-2024-Financial-Results https://twitter.com/danielnewmanUV/status/1661897158264750080?s=20   Lenovo Q4 Earnings https://www.google.com/search?q=lenovo+earnings&oq=lenovo+earnings&aqs=edge..69i57j0i512l6j0i390i650j69i64.4079j0j1&sourceid=chrome&ie=UTF-8 https://investor.lenovo.com/en/financial/results/press_2223_q4.pdf https://doc.irasia.com/listco/hk/lenovo/annual/2023/res.pdf https://investor.lenovo.com/en/financial/results/presentation_2223_q4.pdf   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Dell Technologies' Ed Ward, President, Client Product Group. Their discussion covers: Ed gives us a look into his role with Dell Technologies We discuss how Dell’s end-user portfolio has evolved to meet the needs of customers in today’s flexible work environment and what makes Dell different in its approach to the Future of Work Ed shares insights into where Dell is doubling down in terms of innovation  How Dell is modernizing the customer journey with new offerings like Dell APEX, Managed Device Services, & PCaaS Be sure to subscribe to The Six Five Webcast, so you never miss an episode.  

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Doug Schmitt, President, Dell Technologies Services. Their discussion covers: Doug gives us a quick overview of Dell Technologies Services and shares some recent changes in the organization We discuss what Dell is hearing from its customers on the global macroeconomic environment  Doug shares how Dell Technologies Services is responding to the changing priorities of its customers How Dell is ensuring customers are getting maximum value from Services and what the organization is doing to meet future customer needs Be sure to subscribe to The Six Five Webcast, so you never miss an episode.

The Six Five – On The Road: Lattice Analyst & Investor Day On this episode of The Six Five – On The Road host Daniel Newman is at Lattice Analyst & Investor Day in New York City. He sits down with Lattice Semiconductor’s President and CEO, Jim Anderson, along with Esam Elashmawi, Chief Strategy and Marketing Officer, and Sherri Luther, Chief Financial Officer for a conversation on the announcements that were made during the day. Their discussion covers: ●      How Lattice has achieved multi-year growth success in terms of product and business strategy ●      The current trend lines driving growth, particularly with AI and EdgeAI ●      Long-term growth for the company, with a look into the expanding product portfolio Lattice has planned for the future ●      Some key insights into Lattice’s capital allocation strategy and how its buyback program has performed for its shareholders Be sure to subscribe to The Six Five Webcast, so you never miss an episode.

On this episode of The Six Five Insider, hosts Daniel Newman and Patrick Moorhead welcome  Dell Technologies' Adam Glick, Sr. Director of Portfolio Marketing for APEX and Multicloud. Their discussion covers: Key insights to the changes in cloud computing, particularly as businesses look for more tailored solutions Dell’s belief that the future is multicloud, and how cost-savings are driving enterprises to reconsider their approach to cloud The solutions Dell APEX is providing for customers as they look to operate in a multicloud by design environment What to look forward to at this year’s upcoming Dell Technologies World event Be sure to subscribe to The Six Five Webcast, so you never miss an episode.

On this episode of The Six Five Insider, hosts Daniel Newman and Patrick Moorhead welcome  IBM’s Rob Thomas, SVP and Director, Software and Chief Commercial Officer, along with Dr. Dario Gil, SVP and Director of Research. Their discussion covers: The dominating topic of AI and how it’s changing the way enterprise gets things done How enterprise leaders and decision makers need to respond to the opportunities of AI The transition from +AI to “AI-First” and how businesses can best utilize AI to transform how work gets done IBM’s new strategy to helping enterprises become “AI-First” including an overview of its watsonx platform Be sure to subscribe to The Six Five Webcast, so you never miss an episode.

On this episode of The Six Five CXO, hosts Daniel Newman and Patrick Moorhead welcome  IBM’s Kate Woolley, General Manager, IBM Ecosystem, VMWare’s  Zia Yusuf, SVP Strategic Ecosystem and Industry Solutions, and Brian Mullaney, Chief Revenue Officer of CrushBank.   Their discussion covers: An update on IBM’s Partner Plus program, along with key takeaways from the early days of the program Insight on VMWare’s partnership with IBM and how the IBM Partner Program has brought value to the company and its clients Details on the expansion to the IBM embeddable AI software portfolio, and how IBM is enabling the Ecosystem Partners using IBM AI technology What’s next for AI and Crushbank, and how its partnership with IBM will evolve Be sure to subscribe to The Six Five Webcast, so you never miss an episode.

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:   IBM Think https://twitter.com/danielnewmanUV/status/1656363542453317655?s=20 https://twitter.com/PatrickMoorhead/status/1655914799673356289?s=20 https://twitter.com/danielnewmanUV/status/1656361164035485711?s=20 https://twitter.com/PatrickMoorhead/status/1656304039599173633?s=20 https://twitter.com/danielnewmanUV/status/1655955338095480832?s=20 https://twitter.com/PatrickMoorhead/status/1656431110891646976?s=20 https://www.forbes.com/sites/moorinsights/2023/05/10/ibm-quantum-safe-technology-protects-data-from-encryption-busting-attacks-by-next-generation-quantum-computers/?sh=7d8e5e705764   Slack GPT https://slack.com/blog/news/introducing-slack-gpt https://futurumresearch.com/research-notes/salesforce-integrates-einstein-gpt-in-salesforce-sales-cloud-and-its-a-game-changer/   Google I/O https://twitter.com/danielnewmanUV/status/1656399501463109632?s=20 https://twitter.com/PatrickMoorhead/status/1656399664399228931?s=20 https://twitter.com/danielnewmanUV/status/1656397512536621056?s=20   Tableau GPT https://www.salesforce.com/uk/news/stories/tableau-einstein-gpt-user-insights/   GlobalFoundries Earnings https://twitter.com/danielnewmanUV/status/1656447411378872320?s=20 https://futurumresearch.com/research-notes/globalfoundries-q1-2023-financials-meeting-macro-challenges-to-assure-profitable-path/   Luminar Earnings https://twitter.com/danielnewmanUV/status/1656082204118720513?s=20   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:   AMD Earnings https://twitter.com/PatrickMoorhead/status/1653568598034530305?s=20 https://twitter.com/danielnewmanUV/status/1653558901596381185?s=20 https://twitter.com/danielnewmanUV/status/1653494720843087873?s=20   Qualcomm Earnings https://twitter.com/PatrickMoorhead/status/1653857965781204994?s=20 https://twitter.com/PatrickMoorhead/status/1653882673889259525?s=20 https://twitter.com/danielnewmanUV/status/1653864081919549441?s=20   Lattice Earnings https://twitter.com/PatrickMoorhead/status/1653187417128534019?s=20 https://twitter.com/danielnewmanUV/status/1653144724126027776?s=20   Apple Earnings https://twitter.com/PatrickMoorhead/status/1654227646262255616?s=20 https://twitter.com/danielnewmanUV/status/1654230339659915265?s=20 https://twitter.com/danielnewmanUV/status/1654224634445807617?s=20 https://twitter.com/danielnewmanUV/status/1653853967619686400?s=20   Austin Zoholics   Microsoft AI Announcements https://blogs.microsoft.com/blog/2023/05/04/announcing-the-next-wave-of-ai-innovation-with-microsoft-bing-and-edge/   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:   Microsoft Earnings https://twitter.com/PatrickMoorhead/status/1650958713644019821?s=20 https://twitter.com/TDANetwork/status/1651610247180550145?s=20   Amazon and AWS Earnings   Intel Earnings https://twitter.com/danielnewmanUV/status/1651685973879582758?s=20   Google-Alphabet Earnings https://twitter.com/TDANetwork/status/1651610247180550145?s=20 https://twitter.com/danielnewmanUV/status/1651253851637293057?s=20   T-Mobile Earnings https://twitter.com/PatrickMoorhead/status/1651223395739086850?s=20   Microsoft CMA and the State of Regulation  https://twitter.com/danielnewmanUV/status/1651187119417708547?s=20   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

The Six Five – In The Booth at RSA 2023 hosts Daniel Newman and Patrick Moorhead welcome Ray Harishankar, IBM Fellow, IBM Quantum Safe and Michael Osborne, CTO, IBM Quantum Safe and Security Research. Their discussion covers: •       The concerns surrounding the future of data security and what it means to be “quantum-safe” •       IBM’s role in quantum security and addressing the current risks •       An overview of quantum-safe cryptography and how IBM is using this tech in its own solutions •       How IBM envisions governments and businesses using quantum-safe technology  

The Six Five – Insider Edition hosts Daniel Newman and Patrick Moorhead welcome Alan Trefler, Pegasystems Founder & CEO. Their discussion covers: The autonomous enterprise’s ability to combine people and tech to deliver benefits to businesses and customers Unique value proposition of Pega’s unifying AI-powered engine Business value of automation powered by AI  Insights on Pega’s upcoming event, PegaWorld iNspire in June If you are interested in attending PegaWorld, register here: https://www.pega.com/events/pegaworld #PegaWorld #sixfivewebcast #sixfiveinthebooth #AI #PegaWorld #automation #autonomousenterprise Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

The Six Five – In The Booth for RSA 2023, Patrick Moorhead and Daniel Newman welcome Christopher Meenan, VP of Product Management, Threat Detection and Response at IBM. Their discussion covers: * How the evolvement of AI will be more powerful and efficient, leading to a major impact on IBM's product strategy * IBM is embracing the future of innovation in the security space by investing in new technologies and partnerships * IBM's core principles of trust, transparency, and innovation are helping drive security across their portfolio * How essential open and interoperable technology/tools are to IBM's security strategy

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:   IBM Earnings https://twitter.com/PatrickMoorhead/status/1648786133432651781?s=20 https://www.linkedin.com/posts/patmoorhead_ibm-releases-first-quarter-results-activity-7054830351612821504-eG0u?utm_source=share&utm_medium=member_desktop   Broadcom Announces Jericho3-AI https://www.broadcom.com/products/ethernet-connectivity/switching/stratadnx/bcm88890 https://www.servethehome.com/broadcom-jericho3-ai-ethernet-switch-launched-saying-nvidia-infiniband-is-bad-for-ai/   Oracle HCM/SCM AI and Automation Updates https://www-cio-com.cdn.ampproject.org/c/s/www.cio.com/article/474472/oracle-adds-ai-automation-capabilities-to-scm-hcm-fusion-apps.html/amp/   Microsoft Getting Default Samsung Galaxy Search? https://www.businessinsider.com/microsoft-should-pay-to-replace-google-search-on-samsung-phones-2023-4   Infoblox Combines DNS Networking and Security https://www.infoblox.com/company/news-events/press-releases/infoblox-leads-the-industry-to-unite-networking-and-security-teams-to-better-protect-against-cyber-attacks/ https://insights.infoblox.com/resources-infographics/infoblox-infographic-2023-global-state-of-cybersecurity-study#page=1 https://www.infoblox.com/products/bloxone-threat-defense/   SAP Earnings https://twitter.com/SAPInvestor/status/1649284530677727233?s=20 https://www.sap.com/investors/en/why-invest/recent-results.html   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

On this episode of The Six Five – On The Road hosts Daniel Newman and Patrick Moorhead welcome Santiago Giraldo, Senior Director of Product Marketing for Cloudera, and Carolyn Duby, Field CTO and Cybersecurity GTM Lead for Cloudera. Their discussion covers: Data in Motion risks: security, compliance, reliability, and cost Data management risk mitigation in digital transformation  How Cloudera assists in getting the maximum value out of your data Security trends driving Cloudera growth: cloud adoption, data privacy regulations, and cyberattacks Cloudera's open and interoperable toolset strategy

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:   Intel’s IFS and Arm Collaborate on 18A https://twitter.com/PatrickMoorhead/status/1646204720095150106?s=20 https://www.intel.com/content/www/us/en/newsroom/news/intel-foundry-arm-announce-multigeneration-collaboration-leading-edge-soc-design.html   EU Issues Broadcom Statement of Objections Over VMware https://ec.europa.eu/commission/presscorner/detail/en/ip_23_2146 https://www.marketwatch.com/story/eu-delivers-statement-of-objections-over-broadcom-s-61-billion-planned-takeover-of-vmware-a0e2db56 https://www.forbes.com/sites/patrickmoorhead/2023/01/25/are-the-eu-concerns-with-broadcoms-vmware-deal-justified/?sh=3eb312442e71 https://twitter.com/danielnewmanUV/status/1646577551425372173?s=20   Luminar Completes Bring-up of Mexico Plant https://www.forbes.com/sites/patrickmoorhead/2023/04/13/luminar-proves-the-pundits-wrong-with-successful-bring-up-of-mexico-plant/?sh=7be24b785d8d   Groq Day https://twitter.com/danielnewmanUV/status/1646582534518571031?s=20   AWS Shows Its Generative AI Hand https://twitter.com/PatrickMoorhead/status/1646526557429833735?s=20 https://www.linkedin.com/posts/patmoorhead_announcing-new-tools-for-building-with-generative-activity-7052292428979974144-JVwa https://twitter.com/danielnewmanUV/status/1646512007309590529?s=20 https://aws.amazon.com/blogs/machine-learning/announcing-new-tools-for-building-with-generative-ai-on-aws/   Apple Mac Sales Declines https://twitter.com/PatrickMoorhead/status/1645855863943438336?s=20 https://twitter.com/danielnewmanUV/status/1645617372789723146?s=20 https://www.canalys.com/newsroom/global-pc-market-q1-2023   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Audio: Explicit   Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:   HPE Storage Day https://twitter.com/PatrickMoorhead/status/1643299409046777857?s=20 https://twitter.com/danielnewmanUV/status/1643349288511057924?s=20   Google, NVIDIA, Qualcomm Spar on AI Domination https://www.cnbc.com/2023/04/05/google-reveals-its-newest-ai-supercomputer-claims-it-beats-nvidia-.html https://twitter.com/PatrickMoorhead/status/1643792415457783808?s=20   IBM Z Goes Rack Mount https://twitter.com/PatrickMoorhead/status/1643292276800512015?s=20   Italy Bans OpenAI https://apnews.com/article/chatgpt-openai-data-privacy-italy-1e3f070ca86ec234cae4d08ac8443879 https://futurumresearch.com/research-notes/italy-dpa-announces-ban-of-openais-chatgpt-will-other-eu-countries-follow-suit/   Dell Announces Qualcomm-Based Laptop https://futurumresearch.com/research-notes/dells-first-windows-on-arm-architecture-laptop-is-using-the-qualcomm-snapdragon-8cx-gen-2-soc/   Intel Announces 13th Gen vPro https://futurumresearch.com/research-notes/intel-announces-vpro-platform-with-13th-gen-processors/   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

On this episode of The Six Five – Insider Edition, hosts Daniel Newman and Patrick Moorhead sit down with Senior Vice President and GM of Broadcom Inc., Ram Velaga. Their discussion covers: Broadcom’s history of successfully integrating new acquisitions into their portfolio The importance of innovation paired with execution Broadcom’s industry-leading portfolio of new innovations How Broadcom is helping to push the ecosystem The impact Broadcom has had in the market

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:   Musk Call to End AI https://www.forbes.com/sites/qai/2023/03/30/as-elon-musk-calls-for-a-pause-on-ai-development-will-the-ai-wars-reach-a-temporary-truce/?sh=73c87f1f7ddc   HP Amplify Event https://twitter.com/PatrickMoorhead/status/1641073662169161729?s=20 https://twitter.com/danielnewmanUV/status/1641072794564808705?s=20 https://twitter.com/PatrickMoorhead/status/1641073662169161729?s=20   Intel DCAI Day https://twitter.com/danielnewmanUV/status/1641456699021164544?s=20 https://twitter.com/danielnewmanUV/status/1641222350493368323?s=20   Luminar Investor Letter https://www.cnbc.com/2023/03/24/luminar-cfo-defends-pricing-revenue.html   Alibaba Big Split https://www.msn.com/en-us/money/companies/alibaba-to-split-into-6-units-and-explore-ipos-shares-up-14-in-the-us/ar-AA19a6NF   Google Data Cloud and AI Summit https://venturebeat.com/ai/google-advances-alloydb-bigquery-at-data-cloud-and-ai-summit/   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Delio Amato, Group Chief Architect Officer at Geodis, a Cloudera customer. Their discussion covers: •      Navigating the complex IT landscape requires addressing big challenges •      The ability for customers to process data, improving efficiency and accuracy •      Cloudera's platform provides customers with end-to-end visibility, simplifying data management even in complex scenarios •      Global coverage and compliance with diverse data privacy and storage regulations with CDP •      Acceleration of innovation, providing Geodis with a critical competitive edge Be sure to subscribe to The Six Five, so you never miss an episode.

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:   NVIDIA GTC https://twitter.com/PatrickMoorhead/status/1638582414669750285?s=20 https://twitter.com/StreetSignsCNBC/status/1638383041084108800?s=20 https://twitter.com/PatrickMoorhead/status/1638232261249081367?s=20 NVIDIA to Bring AI to Every Industry, CEO Says  https://twitter.com/danielnewmanUV/status/1638598747218403328?s=20 https://twitter.com/danielnewmanUV/status/1638597733958422528?s=20   SAP Datasphere https://news.sap.com/2023/03/sap-datasphere-power-of-business-data/ https://www.techtarget.com/searchsap/news/365532200/New-SAP-Datasphere-looks-to-build-a-business-data-fabric   Intel Org Changes https://twitter.com/PatrickMoorhead/status/1638568480717807618?s=20 https://www.intel.com/content/www/us/en/newsroom/news/ifs-march-2023-news.html? https://twitter.com/PGelsinger/status/1638234519647174657?s=20   Bing Image Creator https://twitter.com/PatrickMoorhead/status/1638909588761133060?s=20 https://blogs.microsoft.com/blog/2023/03/21/create-images-with-your-words-bing-image-creator-comes-to-the-new-bing/ https://www.bing.com/create   HPE Acquires OpsRamp https://www.hpe.com/us/en/newsroom/press-release/2023/03/hewlett-packard-enterprise-to-acquire-opsramp-advancing-hybrid-cloud-leadership-and-expanding-hpe-greenlake-into-it-operations-management.html https://futurumresearch.com/research-notes/hpe-acquires-opsramp-to-ramp-up-hpe-greenlake-itom-capabilities/   UK Concerned with Broadcom-VMWare Deal https://www.forbes.com/sites/patrickmoorhead/2023/01/25/are-the-eu-concerns-with-broadcoms-vmware-deal-justified/?sh=eb1953f42e71 https://techcrunch.com/2023/03/22/uk-competition-authority-is-concerned-about-the-61b-broadcom-vmware-deal/? https://twitter.com/danielnewmanUV/status/1638537764831653889?s=20   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

On this episode of The Six Five – In the Booth, hosts Daniel Newman and Patrick Moorhead welcome Jonathan Seckler, Senior Director, Product Marketing for Dell Technologies. Their discussion covers: Dell and NIVIDIA’s partnership announcements at GTC this week How Dell and NVIDIA, in collaboration, can solve key critical issues with AI The applications and use cases that will benefit from AI and GPUs How customers can gain an edge in the race to support generative AI Be sure to subscribe to The Six Five Webcast so you never miss an episode.

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:   Google Goes Generative AI for Enterprises https://twitter.com/PatrickMoorhead/status/1635657225183084545?s=20 https://twitter.com/danielnewmanUV/status/1635675120638279681?s=20   Salesforce Goes GPT https://twitter.com/PatrickMoorhead/status/1633120294259904513?s=20 https://futurumresearch.com/research-notes/salesforce-introduces-contact-center-for-communications-with-analytics-ai-and-automation-solutions-for-service-providers/   Lenovo Storage Announcements https://twitter.com/PatrickMoorhead/status/1636022826661556230?s=20   Groq Goes LLaMa https://www.reuters.com/technology/groq-adapts-metas-chatbot-its-own-chips-race-against-nvidia-2023-03-09/   T-Mobile Buys Mint, Plum, Ultra https://twitter.com/PatrickMoorhead/status/1636005872756293632?s=20 https://twitter.com/danielnewmanUV/status/1636060182752157704?s=20 https://twitter.com/WillTownTech/status/1636144720073089025?s=20 https://futurumresearch.com/research-notes/t-mobile-to-acquire-and-turbocharge-mint-mobile-and-ultra-mobile-and-yes-reynolds-will-stay-around/   Microsoft Announces Copilot for Microsoft 365 https://www.forbes.com/sites/patrickmoorhead/2023/03/16/microsoft-introduces-ai-copilot-for-the-microsoft-365-suite-for-billions-of-productivity-users/ https://twitter.com/danielnewmanUV/status/1636455186523897858?s=20 https://www.forbes.com/sites/danielnewman/2023/03/14/exploring-the-ins-and-outs-of-the-generative-ai-boom/?sh=2b05dda72863 https://twitter.com/danielnewmanUV/status/1636454295167205376?s=20   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:   Luminar Day Announcements https://twitter.com/PatrickMoorhead/status/1630651109067960320?s=20 https://www.luminartech.com/updates/day2023   Plus & Nikola Truck Safety Announcement https://www.forbes.com/sites/patrickmoorhead/2023/03/08/plusai-selected-by-nikola-for-truck-safety-systems/?sh=3912e3a727bd https://futurumresearch.com/research-notes/plusdrive-safety-technology-to-be-added-to-nikola-class-8-trucks-by-2024/ https://www.prnewswire.com/news-releases/nikola-to-be-first-us-truck-manufacturer-to-add-plusdrive-next-generation-safety-system-to-class-8-electric-trucks-301752794.html   Dynamics 365 Viva Sales Goes GPT https://twitter.com/PatrickMoorhead/status/1633227372236341254?s=20 https://futurumresearch.com/research-notes/microsoft-introduces-dynamics-365-copilot-adding-to-ai-fervor/   MongoDB Earnings https://twitter.com/PatrickMoorhead/status/1634199852941815809?s=20   Marvell Earnings https://futurumresearch.com/research-notes/marvell-fiscal-q4-2023-cloud-led-data-center-revenue-flourishes/ https://investor.marvell.com/2023-03-02-Marvell-Technology,-Inc-Reports-Fourth-Quarter-and-Fiscal-Year-2023-Financial-Results   Oracle Earnings https://twitter.com/danielnewmanUV/status/1633946404421861377?s=20 https://twitter.com/danielnewmanUV/status/1633876174068645913?s=20 https://twitter.com/PatrickMoorhead/status/1634203117142134785?s=20   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

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

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:   MWC 2023 Themes https://www.forbes.com/sites/moorinsights/2023/03/03/mobile-world-congress-barcelona-2023-delivers-the-5goods/ https://www.forbes.com/sites/moorinsights/2023/03/07/xr-and-spatial-computing-were-everywhere-at-mwc-2023/ https://www.rcrwireless.com/20230227/5g/major-telcos-move-to-open-network-apis-to-developers-to-drive-innovation-revenues   Nokia Rebranding https://twitter.com/PatrickMoorhead/status/1629850067099320320?s=19 https://twitter.com/PatrickMoorhead/status/1629827898424041472?s=19 https://twitter.com/danielnewmanUV/status/1629832214438395904?s=20   HPE Earnings https://investors.hpe.com/financial/quarterly-results  https://twitter.com/danielnewmanUV/status/1631424055076110336?s=19 https://futurumresearch.com/research-notes/hpe-revenue-hits-7-8b-in-q1-2023-beating-analyst-estimates/   Pure Storage Earnings https://investor.purestorage.com/news-and-events/press-releases/press-release-details/2023/Pure-Storage-Announces-Fiscal-Fourth-Quarter-and-Full-Year-2023-Financial-Results/default.aspx https://twitter.com/danielnewmanUV/status/1631051038215090180?s=19 https://investor.purestorage.com/news-and-events/press-releases/press-release-details/2023/Pure-Storage-Ushers-in-the-New-Era-of-Unstructured-Data-Storage-with-FlashBladeE/default.aspx https://futurumresearch.com/research-notes/pure-storage-announces-q4-and-fy-2023-results-data-storage-portfolio-innovations-help-drive-performance-beat/   Dell Tech Earnings https://investors.delltechnologies.com/financial-information/quarterly-results https://investors.delltechnologies.com/static-files/639f43ed-69c9-421a-a97f-26623d5d598a https://twitter.com/danielnewmanUV/status/1631422599073759234?s=19 https://twitter.com/danielnewmanUV/status/1631404979305996288?s=19 https://futurumresearch.com/research-notes/dell-q4-revenue-dips-11-as-fy2023-revenue-hits-record-102-3b/ https://www.canalys.com/newsroom/global-pc-market-Q4-2022   HP Earnings https://investor.hp.com/events/event-details/2023/Q1-2023-HP-Inc-Earnings-Conference-Call/default.aspx https://s2.q4cdn.com/602190090/files/doc_financials/2023/q1/Q123-HP-Inc.-Earnings-Presentation.pdf https://www.marketwatch.com/story/hp-holiday-earnings-chopped-in-half-ceo-says-we-continue-to-see-a-slowdown-in-pc-sales-ff9631f9 https://www.canalys.com/newsroom/global-pc-market-Q4-2022   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

On this episode of The Six Five – CXO, hosts Daniel Newman and Patrick Moorhead sit down with Micron’s Chris Moore, Vice President of Marketing, Mobile Business Unit, and Ziad Asghar, Vice President of Product Management for Qualcomm.  Their discussion covers: The history of their partnership and collaboration Why SoC, memory, and storage play a pivotal role in the future of next gen mobile experiences The recent launch of Qualcomm’s flagship chipset How they are enabling innovations for the future of mobile, including smartphone form factors What’s ahead for the dynamic duo Be sure to subscribe to The Six Five Webcast, so you never miss an episode.  

On this episode of The Six Five – In the Booth, hosts Daniel Newman and Patrick Moorhead welcome Masum Mir, SVP/GM Cisco Networking: Provider Mobility.  Their discussion covers: Cisco’s MWC announcements Industrial Transformation Powered by Mass-scale IoT, and how IoT is transforming the world Cisco’s CSP Success Model with Cisco Platform Approach Key partners in their success The future for Cisco  Be sure to subscribe to The Six Five Webcast, so you never miss an episode.

On this episode of The Six Five – CXO, hosts Daniel Newman and Patrick Moorhead sit down with Sameer Vuyyuru Head of Worldwide Biz Dev & Telco Industry for AWS, and Anand Chandrasekher, Co-Founder and CEO of Aira Technologies.  Their discussion covers: How their partnership is committed to solving complex challenges in the industry through collaboration with companies of all size and scale AWS’s leadership in sustainability How running workloads on AWS helps accelerate innovation, and deliver greater value to end customers  Aira’s leadership in the application of machine learning to wireless How Aira is demonstrating that machine learning can deliver fundamental improvements in energy efficiency and performance in cellular networks Be sure to subscribe to The Six Five Webcast, so you never miss an episode.

On this episode of The Six Five –Insider Edition, hosts Daniel Newman and Patrick Moorhead sit down with Qualcomm CEO Cristiano Amon.  Their discussion covers: An overview of Qualcomm’s on AI and utilization The benefit of running AI at the edge Qualcomm’s use case examples of the power of AI The potential power of bringing AI to the PC AI at the device, edge, and datacenter Be sure to subscribe to The Six Five Webcast, so you never miss an episode.

On this episode of The Six Five –Insider Edition, hosts Daniel Newman and Patrick Moorhead sit down with Micron’s Mark Montierth, Corporate Vice President & General Manager, Mobile Business Unit.  Their discussion covers: Why end users should think about memory and storage when purchasing a new phone What unique differentiators and value Micron brings to memory/storage and the mobile ecosystem Micron mobile’s latest technology and ecosystem accomplishments Mark’s predictions of future mobile use and innovation What to expect for broader semiconductor innovation  Be sure to subscribe to The Six Five Webcast, so you never miss an episode.  

On this episode of The Six Five – In the Booth, hosts Daniel Newman and Patrick Moorhead welcome Yossi Cohen, COO North America at Ericsson. Their discussion covers: The mechanics of Ericsson’s 5G monetization and revenue growth How their Vonage acquisition is allowing developers to leverage 5G capabilities How Ericsson is optimizing cloud-based networks and RAN without compromising on power or performance The next steps in network evolution It’s a stimulating conversation, and one you won’t want to miss. Be sure to subscribe to The Six Five Webcast, so you never miss an episode.

On this episode of The Six Five – CXO, hosts Daniel Newman and Patrick Moorhead welcome Andrew Coward, IBM General Manager, Software Defined Networking and Pasi Toivanen, Senior VP Mobile Networks at Nokia.  Their discussion covers: IBM’s newest private 5G managed offering done in collaboration with Nokia  The benefits of private 5G for enterprises CSPs’ utilization of leveraging 5G connectivity and what it means for the enterprise IBM’s and Nokia’s lasting partnership What’s ahead for their collaboration Be sure to subscribe to The Six Five Webcast, so you never miss an episode.

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Rob Bearden, CEO of Cloudera. Their discussion covers: •       The cloud migration of Cloudera’s customer base and the growth they have experienced •       Cloudera’s data platform’s high visibility and strong analytics provided for complex data sets •       How Cloudera’s data fabric supplies companies with a cost-effective, consolidated view •       Cloudera’s grasp on the competitive hybrid multi-cloud market, and how they see the future competition  Be sure to subscribe to The Six Five Webcast, so you never miss an episode.

On this episode of The Six Five – In the Booth, hosts Daniel Newman and Patrick Moorhead welcome Shaun McCarthy, President of North America Sales, and Ricky Corker, Chief Customer Experience Officer at Nokia. Their discussion covers: Nokia’s refreshed tech,corporate strategies, and rebrand Their customers’ impressions What moves Nokia is making in the enterprise The kinds of exciting opportunities the metaverse creates for Nokia and its customers What’s in store for Team Nokia It’s a great conversation, and one you won’t want to miss. Be sure to subscribe to The Six Five Webcast, so you never miss an episode.

On this episode of The Six Five – In the Booth, hosts Daniel Newman and Patrick Moorhead welcome Raghib Hussain, President of Marvell Technology, and Ari Kynaslahti, VP, CTO, and Head of Strategy and Technology Mobile Networks at Nokia. Their discussion covers: Marvell’s new OCTEON 10 Fusion chip and how Nokia is leveraging it A look into Marvell’s strategy of optimized processing  The versatility and optimization of the OCTEON 10 technology for Open RAN How Marvell’s technology is advancing and expanding Open RAN What to watch for in the future of cloud deployments and 5G Be sure to subscribe to The Six Five Webcast, so you never miss an episode.

On this episode of The Six Five – CXO, hosts Daniel Newman and Patrick Moorhead welcome Sachin Katti, SVP and GM of the Network and Edge Group at Intel, Martin Lund, SVP of Telco, Ops and Private 5G at Microsoft, and Tareq Amin, CEO of Rakuten Mobile/Rakuten Symphony, Inc Their discussion covers: Focusing network upgrades toward performance, energy efficiency, and flexibility of choice Catalyzing virtualization with their ecosystem partners Streamlining network upgrades, while driving down platform complexity and cost The factors that contribute to the complexity of service delivery How Intel is helping operators navigate their cloud-native journeys, both modernizing and monetizing their networks It’s a great conversation, and one you won’t want to miss. Be sure to subscribe to The Six Five Webcast, so you never miss an episode.

On this episode of The Six Five – In the Booth, hosts Daniel Newman and Patrick Moorhead welcome Fabio Cerone, Managing Director for the AWS Telco Industry in EMEA, and Mark Düsener, Executive Vice President Mobile Network & Services at Swisscom. Their discussion covers: How Swisscom is embracing the cloud, going from telco to tech-co Swisscom’s work with Ericsson test running its 5GC on AWS The considerations and benefits of a cloud-native 5GC, such as guaranteed high speed, flexibility, and power efficiency How this collaboration fits into Swisscom’s vision for their network, and the value it can help them bring to their customers Common misconceptions about moving network workloads to the cloud It’s a stimulating conversation, and one you won’t want to miss. Be sure to subscribe to The Six Five Webcast, so you never miss an episode.

On this episode of The Six Five – CXO, hosts Daniel Newman and Patrick Moorhead welcome Lory Thorpe, Partner, IBM Consulting, and Luke Ibbetson, Head of Group R&D, Vodafone. Their discussion covers: The current state of quantum and its role in telco What quantum-safe cryptography is and how organizations should start to implement it How future, cryptographically relevant quantum computers affect the security of the telecom industry The opportunities and risks involved The purpose and objectives of the Post Quantum Telco Network Taskforce It’s a stimulating conversation, and one you won’t want to miss. Be sure to subscribe to The Six Five Webcast, so you never miss an episode.

On this episode of The Six Five – CXO, hosts Daniel Newman and Patrick Moorhead welcome John Granger, Senior Vice President of IBM Consulting and K.C. Choi, Corporate EVP & Head of Group & Global Mobile B2B Team at Samsung Electronics. Their discussion covers: The motivation behind IBM’s and Samsung’s strategic partnership The focus of their enterprise mobility solutions The multitude of unique products their collaboration enables What’s in store for the future of the partnership Be sure to subscribe to The Six Five Webcast, so you never miss an episode.

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:   Lenovo Opens Security Center in Israel https://www.forbes.com/sites/patrickmoorhead/2023/02/23/lenovo-establishes-new-cybersecurity-center-in-israel-to-advance-security-by-design/   Luminar Multibillion Dollar Mercedes Deal https://www.cnbc.com/2023/02/22/luminar-mercedes-benz-lidar-partnership.html https://twitter.com/PatrickMoorhead/status/1628509276070092800?s=20   Marvell and AWS Strategic Alignment Across Cloud EDA and chips https://www.forbes.com/sites/patrickmoorhead/2023/02/22/marvell-and-aws-trade-chips-for-eda-cloud-services/   AWS Aligns With Hugging Face for GenerativeAI https://twitter.com/PatrickMoorhead/status/1628369193446916099?s=20 https://aws.amazon.com/blogs/machine-learning/aws-and-hugging-face-collaborate-to-make-generative-ai-more-accessible-and-cost-efficient/   Lenovo Earnings https://futurumresearch.com/research-notes/lenovo-q3-2022-2023-diverse-growth-engines-aid-weathering-global-pc-downturn/ https://twitter.com/PatrickMoorhead/status/1628853230158348288?s=20 https://www.canalys.com/newsroom/global-pc-market-Q4-2022   NVIDIA Earnings https://twitter.com/danielnewmanUV/status/1628515021150986242?s=20 https://twitter.com/TDANetwork/status/1628482561872904192?s=20 https://twitter.com/PatrickMoorhead/status/1628845450160754688?s=20 https://siliconangle.com/2023/02/22/nvidia-reports-better-expected-earnings-sending-stock-higher/   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead sit down with David Liu, CEO of Plus. Their conversation covers: Plus’ efforts toward safety, sustainability, satisfaction, and scalability The competitive landscape in the autonomous transportation industry Plus' approach to addressing the challenges hindering adoption in the transportation industry Plus’ partnership strategy in an industry that is highly regulated Opportunities for market growth in the automated trucking industry Be sure to subscribe to The Six Five Webcast so you never miss an episode.

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:   Qualcomm X75 and X35 Modem Announcements https://twitter.com/PatrickMoorhead/status/1626293538651529219?s=20 https://www.forbes.com/sites/moorinsights/2023/02/16/qualcomms-new-snapdragon-x75-and-x35-5g-modems-move-the-5g-goalposts-even-further-out/?sh=624404de36b4 https://futurumresearch.com/research-notes/qualcomm-announces-its-snapdragon-x75-5g-modem-rf/   Intel Xeon Workstation Chip Announcement https://www.anandtech.com/show/18741/intel-launches-xeon-w-3400-and-w-2400-processors-for-workstations-up-to-56-cores-and-112-pcie-5-0-lanes https://www.intel.com/content/www/us/en/newsroom/news/intel-launches-new-xeon-workstation-processors.html   Nokia and Kyndryl Tie-up https://www.nokia.com/about-us/news/releases/2023/02/14/nokia-and-kyndryl-expand-global-network-and-edge-computing-alliance/ https://futurumresearch.com/research-notes/kyndryl-and-nokia-extend-and-expand-their-global-network-and-edge-computing-partnership/   Cisco Earnings https://twitter.com/PatrickMoorhead/status/1625967719571984384?s=20 https://investor.cisco.com/home/default.aspx https://s2.q4cdn.com/951347115/files/doc_financials/2023/q2/Q2FY23-Press-Release.pdf   Lattice Earnings https://twitter.com/PatrickMoorhead/status/1625548388690280455?s=20 https://ir.latticesemi.com/events/event-details/lattice-semiconductor-4q22-results-conference-call https://futurumresearch.com/research-notes/lattice-semiconductor-revenue-in-q4-2022-hits-175-9m-up-24-yoy/   GlobalFoundries Earnings https://twitter.com/PatrickMoorhead/status/1625508719273340932?s=20 https://investors.gf.com/latest-quarterly-results https://futurumresearch.com/research-notes/globalfoundries-revenue-for-q4-2022-hits-2-1b-up-14-yoy/ https://youtu.be/itgylhx2GIc   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:   Microsoft AI Announcements https://twitter.com/PatrickMoorhead/status/1623148596664348672?s=20&t=tnCXjTHZcLzns4VQ8WrwJw https://blogs.microsoft.com/blog/2023/02/07/reinventing-search-with-a-new-ai-powered-microsoft-bing-and-edge-your-copilot-for-the-web/   Google AI Announcements https://twitter.com/PatrickMoorhead/status/1623337404974174209?s=20&t=tnCXjTHZcLzns4VQ8WrwJw https://twitter.com/PatrickMoorhead/status/1623497751504773122?s=20&t=tnCXjTHZcLzns4VQ8WrwJw https://www.cnbc.com/2023/02/08/alphabet-shares-slip-following-googles-ai-event-.html   IBM AI Cloud Supercomputer Announcement https://research.ibm.com/blog/AI-supercomputer-Vela-GPU-cluster   Zoho Trident https://www.forbes.com/sites/patrickmoorhead/2023/02/09/zoho-continues-to-unify-its-platform-with-zoho-trident/   GlobalFoundries Partnership with GM https://gf.com/gf-press-release/globalfoundries-and-gm-announce-long-term-direct-supply-agreement-for-u-s-production-of-semiconductor-chips/   Elon Finally Breaks Twitter? https://twitter.com/PatrickMoorhead/status/1623495460559233025?s=20&t=tnCXjTHZcLzns4VQ8WrwJw   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

On this episode of The Six Five – Insider Edition, hosts Daniel Newman and Patrick Moorhead welcome Ram Venkatesh, CTO at Cloudera. Their discussion covers the following: •       Why adaptability is crucial for cloud deployments •       The data-driven nature of Cloudera’s customer base •       The implications of transitioning to the hybrid multi-cloud •       How data optimization affects customers and their security •       How data storage capabilities can be most efficiently utilized It’s a stimulating conversation and one you won’t want to miss.

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:   Amazon Earnings https://twitter.com/PatrickMoorhead/status/1621266983621885953?s=20&t=Gvpni9yKynPy2JRBSi1WQw https://twitter.com/danielnewmanUV/status/1621283700511055873?s=20&t=GYCByZ229wQlDeFQHPxS2g https://twitter.com/danielnewmanUV/status/1621259630390247430?s=20&t=Gvpni9yKynPy2JRBSi1WQw   Qualcomm Earnings https://twitter.com/PatrickMoorhead/status/1621261866243858432?s=20&t=Gvpni9yKynPy2JRBSi1WQw https://twitter.com/danielnewmanUV/status/1621253148898623489?s=20&t=Gvpni9yKynPy2JRBSi1WQw   Google Earnings https://twitter.com/PatrickMoorhead/status/1621258455591063552?s=20&t=Gvpni9yKynPy2JRBSi1WQw https://twitter.com/danielnewmanUV/status/1621283700511055873?s=20&t=GYCByZ229wQlDeFQHPxS2g https://twitter.com/danielnewmanUV/status/1621253714731212808?s=20&t=Gvpni9yKynPy2JRBSi1WQw   AMD Earnings https://twitter.com/CNBCWEX/status/1620025734495444992?s=20&t=Gvpni9yKynPy2JRBSi1WQw https://twitter.com/PatrickMoorhead/status/1620546525637259265?s=20&t=Gvpni9yKynPy2JRBSi1WQw https://twitter.com/CNBCWEX/status/1620025734495444992?s=20&t=cHwkAfHiXmrb9kOLNiDUvQ https://www.forbes.com/sites/patrickmoorhead/2023/01/31/intels-future-is-prettier-than-its-past-quarter-and-guide/   Apple Earnings https://twitter.com/danielnewmanUV/status/1621110417035763716?s=20&t=Gvpni9yKynPy2JRBSi1WQw   Samsung Galaxy Unpacked https://twitter.com/PatrickMoorhead/status/1620830292557860864?s=20&t=Gvpni9yKynPy2JRBSi1WQw https://www.forbes.com/sites/patrickmoorhead/2023/02/01/samsung-announces-its-next-generation-flagship-s-series-devices-and-galaxy-book3-laptops/   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

On this episode of The Six Five – Insider Edition, hosts Daniel Newman and Patrick Moorhead welcome Otho Lyon, VP of Global Support at Cloudera. Their discussion covers: Why adaptability is crucial for cloud deployments The frequent changes organizations are facing today How data optimization drives decision-making within organizations and how it impacts growth How data growth will impact the IT workforce Critical innovation for the future It’s a stimulating conversation, and one you won’t want to miss. Be sure to subscribe to The Six Five Webcast, so you never miss an episode.

On this episode of The Six Five – Insider Edition, hosts Daniel Newman and Patrick Moorhead welcome Kate Woolley, GM of IBM Ecosystem. Their discussion covers: The critical role of IBM ecosystem & how its partners contribute to its accelerating development The key features & benefits of IBM’s new Partner Plus program How current clients are receiving Partner Plus IBM’s dedication to providing maximum value to its clients & partners The future expansion relating to strategic partnerships for IBM It’s a stimulating conversation and one you won’t want to miss.

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:   Elliott Management Storms Salesforce https://twitter.com/PatrickMoorhead/status/1617681427428167682?s=20&t=ouaGqBaIaZgg1-2SdgdsKQ   Microsoft and OpenAI Deepen Partnership https://twitter.com/PatrickMoorhead/status/1617541547825958915?s=20&t=ouaGqBaIaZgg1-2SdgdsKQ https://twitter.com/PatrickMoorhead/status/1618059537470361601?s=20&t=ouaGqBaIaZgg1-2SdgdsKQ   Microsoft Earnings https://twitter.com/PatrickMoorhead/status/1617995315432546305?s=20&t=ouaGqBaIaZgg1-2SdgdsKQ https://twitter.com/TechManTalking/status/1618724497686929411?s=20&t=ouaGqBaIaZgg1-2SdgdsKQ https://twitter.com/danielnewmanUV/status/1618006856861122570?s=20&t=ouaGqBaIaZgg1-2SdgdsKQ https://twitter.com/danielnewmanUV/status/1617994474923388928?s=20&t=ouaGqBaIaZgg1-2SdgdsKQ https://twitter.com/danielnewmanUV/status/1617993347234422787?s=20&t=ouaGqBaIaZgg1-2SdgdsKQ   SAP Earnings https://twitter.com/danielnewmanUV/status/1618648650019909632?s=20&t=ouaGqBaIaZgg1-2SdgdsKQ https://twitter.com/danielnewmanUV/status/1618602296488923136?s=20&t=ouaGqBaIaZgg1-2SdgdsKQ   Intel Earnings https://twitter.com/PatrickMoorhead/status/1618728458783432710?s=20&t=ouaGqBaIaZgg1-2SdgdsKQ https://twitter.com/YahooFinance/status/1618720764957532177?s=20&t=ouaGqBaIaZgg1-2SdgdsKQ https://twitter.com/danielnewmanUV/status/1618720811652894720?s=20&t=ouaGqBaIaZgg1-2SdgdsKQ   IBM Earnings https://twitter.com/PatrickMoorhead/status/1618358740633415681?s=20&t=ouaGqBaIaZgg1-2SdgdsKQ https://twitter.com/danielnewmanUV/status/1618377854953336836?s=20&t=ouaGqBaIaZgg1-2SdgdsKQ https://twitter.com/danielnewmanUV/status/1618375184263811076?s=20&t=ouaGqBaIaZgg1-2SdgdsKQ   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:   Tech Outlook as Reduction In Force Goes Viral https://www.linkedin.com/posts/patmoorhead_layoffs-activity-7021577869403295744-UIce?utm_source=share&utm_medium=member_desktop https://twitter.com/PatrickMoorhead/status/1615809265972772864?s=20&t=Q2JulysUkQf4DTo8vE64RA   NRF Impressions with Microsoft and More https://www.linkedin.com/posts/daniellouisnewman_nrf2023-ecommerce-retail-activity-7021130787051769856-kB9Q?utm_source=share&utm_medium=member_desktop   Amazon Ambient Experience Drives Alexa https://csa-iot.org/newsroom/setting-up-devices-with-matter/ https://www.forbes.com/sites/patrickmoorhead/2023/01/19/amazons-alexa-ambient-experience-brings-matter-into-the-mix-at-ces-2023/ https://moorinsightsstrategy.com/research-paper-matter-making-smart-homes-smarter/   Lenovo Net Zero by 2050 https://news.lenovo.com/pressroom/press-releases/lenovo-commits-net-zero-by-2050-validated-by-science-based-targets-initiative/   HP Dragonfly with AMD Custom Technology https://www.forbes.com/sites/patrickmoorhead/2023/01/11/a-worrisome-revelation-for-apple-the-hp-dragonfly-pro-laptop-rocks-unique-amd-internals-and-optimizations/?sh=1e99c06d260d   Repatriation Back in the News – 37 Signals https://dev.37signals.com/our-cloud-spend-in-2022/   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:   NOTAM Outage Blame Game https://twitter.com/PatrickMoorhead/status/1613937512002772992?s=20&t=sNxHkis08FN7oVz6ZNHKlw https://apnews.com/article/science-federal-aviation-administration-business-9e277db75130cc7e4d4b6c6a7bdaad7c   Intel Announces Sapphire Rapids https://twitter.com/PatrickMoorhead/status/1612873612368781314?s=20&t=sNxHkis08FN7oVz6ZNHKlw https://twitter.com/PatrickMoorhead/status/1612985333230235648?s=20&t=sNxHkis08FN7oVz6ZNHKlw https://www.forbes.com/sites/moorinsights/2023/01/10/sapphire-rapids-signals-intel-has-found-its-bearings/?sh=1e4aab0b544f https://futurumresearch.com/research-notes/intel-4th-gen-xeon-scalable-processors-max-series-cpus-and-gpus-primed-to-accelerate-data-center-performance-and-capabilities/   TSMC Earnings https://twitter.com/PatrickMoorhead/status/1613749352475889665?s=20&t=sNxHkis08FN7oVz6ZNHKlw https://twitter.com/asiasquawkbox/status/1613716566822248449?s=20&t=sNxHkis08FN7oVz6ZNHKlw https://twitter.com/danielnewmanUV/status/1613587994841354241?s=20&t=sNxHkis08FN7oVz6ZNHKlw   HPE Acquires Pachyderm https://twitter.com/PatrickMoorhead/status/1613580302944800801?s=20&t=sNxHkis08FN7oVz6ZNHKlw https://www.hpe.com/us/en/newsroom/press-release/2023/01/hewlett-packard-enterprise-acquires-pachyderm-to-expand-ai-at-scale-capabilities-with-reproducible-ai.html https://www.pachyderm.com/   ChatGPT Coming to Azure https://twitter.com/PatrickMoorhead/status/1615172665668427777?s=20&t=sNxHkis08FN7oVz6ZNHKlw https://azure.microsoft.com/en-us/blog/general-availability-of-azure-openai-service-expands-access-to-large-advanced-ai-models-with-added-enterprise-benefits/   Google NRF https://www.prnewswire.com/news-releases/google-cloud-unveils-new-ai-tools-for-retailers-301721298.html https://cloud.google.com/vertex-ai-vision https://cloud.google.com/solutions/retail-product-discovery   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

The Six Five is at CES 2023. Hosts Patrick Moorhead and Daniel Newman provide a “Short” of their highlights and themes of the event. Automotive Luminar Qualcomm Snapdragon Polestar Volvo Cars Daimler Truck AG John Deere Innoviz AEye Amazon Automotive Caterpillar Devices and Products AMD Ryzen AI Lenovo ThinkPad Fold Frore Sytems AirJeft core tech NVIDIA Generative AI for Omniverse Themes AI in everything — hardware and software Wearables leveraging AI analytics for personal healthcare and wellness

The Six Five “On The Road” at #CES2023. Daniel Newman talks with Joanna Buttler, Head of the Global Autonomous Technology Group at Daimler Truck AG. Their conversation covers: Daimler Truck’s involvement in developing Level Four autonomous driving Their partnership with Luminar Technologies Increasing safety on the highways, freight efficiency, and supply chain What we’re seeing in the truck industry for 2023 and beyond

The Six Five “On The Road” at #CES2023. Daniel Newman and Patrick Moorhead talk with Martin Kristensson, Head of AD and Mobility for Volvo Cars. Their conversation covers: Volvo’s partnership with Luminar Technologies Debut of the Volvo EX 90, a fully electric SUV with Luminar Iris LiDAR The big picture of what’s ahead for automotive in 2023

The Six Five “On The Road” at #CES2023. Patrick Moorhead & Daniel Newman sit down with Dennis Nobelius, COO of Polestar. Their conversation covers: Polestar's partnership with Luminar Technologies Debut of the Polestar 3 with Smart Eye's Driving Monitoring System Polestar’s plan to launch one new car every year The company’s priorities for 2023

The Six Five “On The Road” finished CES 2023 strong! Patrick Moorhead & Daniel Newman talk with Nakul Duggal, Senior Vice President and General Manager, Automotive at Qualcomm. Their conversation covers: Qualcomm’s collaboration with Sony for their concept vehicle Bringing CRM to vehicles with the help of Salesforce Snapdragon Ride Flex SoC role in software-defined vehicles at CES 2023

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

The Six Five “On The Road” at #CES2023. Patrick Moorhead & Daniel Newman sit down with Austin Russell, Luminar Technologies Founder & CEO. Their conversation covers: The North American debut of two Luminar-equipped flagship vehicles — the SAIC R7 and Volvo EX90 — both powered with LiDAR technology Their collaboration with OEMs on design and integration Luminar’s 100-year vision

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:   Best Event of 2022 Daniel - IBM Think Pat - Cisco Partner Summit    Best Announcement of 2022 Daniel - Passage of the Chips Act  Pat - IBM Think Quantum Roadmap https://newsroom.ibm.com/2022-05-10-IBM-Unveils-New-Roadmap-to-Practical-Quantum-Computing-Era-Plans-to-Deliver-4,000-Qubit-System   Best Tech Performer - Hardware and Infrastructure of 2022  Daniel - AWS Pat - AWS   Best Tech Performer - Back to Front Award of 2022 Daniel - ServiceNow  Pat - Oracle (Fusion, NetSuite)   Best Flop (Worst) of 2022 Daniel - Web 3.0, Crypto, and Metaverse - Led by Meta Pat - Apple’s treatment of Chinese workers https://www.usatoday.com/story/tech/2022/11/23/china-workers-beaten-protesting-pay-apple-iphone-factory/10763486002/   Best Prediction for Tech in 2023  Daniel - Iteration of Innovation - Companies make the most out of their existing infrastructure and software meaning names like IBM, Cisco, Dell, HPE, Oracle, SAP, will do well.  Pat - Practical Innovation & ESG   Twitter   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:   Lattice Avant Announcement https://twitter.com/PatrickMoorhead/status/1599873480425877504?s=20&t=GNbslX3CVmBhRLEnrUjSQQ https://twitter.com/danielnewmanUV/status/1599874968162304000?s=20&t=GNbslX3CVmBhRLEnrUjSQQ https://youtu.be/x2hkZmjWn4A https://youtu.be/-hp9ocQ24Yo   MongoDB Earnings https://twitter.com/danielnewmanUV/status/1600271727485124608?s=20&t=GNbslX3CVmBhRLEnrUjSQQ   Marvell Industry Analyst Event https://twitter.com/PatrickMoorhead/status/1600518328216330242?s=20&t=imyqYF7IwVO6Jfciszz76A https://twitter.com/danielnewmanUV/status/1600178350969872393?s=20&t=GNbslX3CVmBhRLEnrUjSQQ https://twitter.com/danielnewmanUV/status/1600172802325086209?s=20&t=GNbslX3CVmBhRLEnrUjSQQ   FTC Files Suit to Block Microsoft Activision Deal https://apnews.com/article/technology-business-microsoft-corp-activision-blizzard-inc-game-consoles-e4772c9594fc72fac6b511b393655e5b   Broadcom Earnings & VMware https://twitter.com/PatrickMoorhead/status/1598789099334340640?s=20&t=GNbslX3CVmBhRLEnrUjSQQ https://twitter.com/danielnewmanUV/status/1600986435397775365?s=20&t=GNbslX3CVmBhRLEnrUjSQQ https://www.forbes.com/sites/patrickmoorhead/2022/11/28/is-it-time-to-start-giving-broadcoms-pending-acquisition-of-vmware-a-chance/ https://www.forbes.com/sites/patrickmoorhead/2022/12/07/no-broadcom-and-hock-tan-arent-going-to-raise-prices-on-vmware-products/   Slack Founder Departs Salesforce https://twitter.com/PatrickMoorhead/status/1600162939515727872?s=20&t=GNbslX3CVmBhRLEnrUjSQQ https://twitter.com/danielnewmanUV/status/1599842146080944128?s=20&t=GNbslX3CVmBhRLEnrUjSQQ https://twitter.com/LidianeJones/status/1599839215973412864?s=20&t=q75-DO1LRH5-deQfk9NTDw   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

The Six Five In The Booth at the launch of Lattice Semiconductor’s new Lattice Avant mid-range FPGA platform. Patrick Moorhead and Daniel Newman walk through the Avant demos with Deepak Boppana, Senior Director, Segment Marketing at Lattice Semiconductor. Their conversation covers: Lattice Avant FPGA platform’s Power Efficiency, Performance, & AI Processing demos with competitive and generational comparisons The importance of thermal management and its effect on the overall cost Applications that benefit from lower power How Lattice Avant improves AI acceleration

The Six Five On The Road at the launch of Lattice Semiconductor’s new Lattice Avant mid-range FPGA platform. Patrick Moorhead and Daniel Newman sit down with CEO Jim Anderson, SVP of R&D Steve Douglass, and CSMO Esam Elashmawi. Their discussion covers: Announcement of mid-range FPGA platform, Lattice Avant Lattice’s investment in customer experience Lattice’s competitive edge/product differentiation Investor outlook after this announcement

The Six Five "In The Booth" at #AWS #reInvent 2022. Patrick Moorhead and Daniel Newman sit down with Tom Rosamilia, SVP of Software, IBM. Their discussion covers: Progression of IBM-AWS software agreement Highlights & advancements of the agreement IBM”s #Embeddable #AI strategy and how it may be leveraged with AWS

The Six Five In The Booth at AWS reInvent 2022. Patrick Moorhead and Daniel Newman sit down with Mahmoud Elmashni, Managing Partner, IBM Consulting, and Atul Sharma, Senior Director, ERP Platforms, Johnson & Johnson. Their discussion covers: How the IBM - AWS consulting partnership has developed over the last year IBM Consulting and AWS announcement and how this helps their customers Why Johnson & Johnson was interested in IBM’s Platform Services on AWS How Johnson & Johnson leverages the platform The future of the IBM Consulting-AWS partnership

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:   AWS re:Invent https://twitter.com/PatrickMoorhead/status/1598413039568420865?s=20&t=0nvzTiY18dKYk8_8AO5GrA https://bit.ly/3iw0Ypw   Marvell Earnings https://twitter.com/danielnewmanUV/status/1598450881330089984?s=20&t=uxc9tXgjECzouaAZII4PsQ marvell-q3-fy23-highlights-financial-results.pdf (investorroom.com)   HPE Earnings https://futurumresearch.com/research-notes/hpe-revenue-hits-7-87b-in-q4-beating-analyst-estimates/ https://twitter.com/PatrickMoorhead/status/1597765208335732736?s=20&t=C7o_9zMCbIaOz7EKlBI1yg https://twitter.com/danielnewmanUV/status/1597725432614297602?s=20&t=uxc9tXgjECzouaAZII4PsQ https://twitter.com/danielnewmanUV/status/1595437650734944256?s=20&t=uxc9tXgjECzouaAZII4PsQ   Pure Earnings https://twitter.com/PatrickMoorhead/status/1598088335364222976?s=20&t=C7o_9zMCbIaOz7EKlBI1yg   Dell Technologies https://futurumresearch.com/research-notes/dell-q3-revenue-down-6-but-infrastructure-revenue-up-12/ https://twitter.com/PatrickMoorhead/status/1594800653494374402?s=20&t=C7o_9zMCbIaOz7EKlBI1yg   Salesforce Earnings https://twitter.com/danielnewmanUV/status/1598162850627080192?s=20&t=uxc9tXgjECzouaAZII4PsQ https://www.marketwatch.com/amp/story/salesforce-better-get-used-to-marc-benioff-in-charge-because-he-keeps-chasing-off-his-chosen-successors-11669860554 https://twitter.com/PatrickMoorhead/status/1598073454556639233?s=20&t=C7o_9zMCbIaOz7EKlBI1yg  https://twitter.com/danielnewmanUV/status/1598074875595624448?s=20&t=uxc9tXgjECzouaAZII4PsQ   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

The Six Five On the Road at AWS reInvent 2022. Patrick Moorhead and Daniel Newman sit down with Andrew Davidson, SVP, Product Management, MongoDB. Their discussion covers: Evolution of the MongoDB & AWS partnership How customers are utilizing MongoDB Atlas on AWS to build cutting-edge applications Data-driven approach to the cloud Cloud strategy in a hybrid world

The Six Five On the Road at AWS #reInvent 2022. Patrick Moorhead and Daniel Newman sit down with Christopher Wellise, Director AWS Sustainability at AWS re:Invent2022. Their discussion covers: The announcements AWS made regarding sustainability What it means to be Water Positive for AWS customers Why the cloud is a more sustainable option than other solutions A recap of other sustainability announcements from 2022

The Six Five On the Road at AWS #reInvent 2022. Patrick Moorhead and Daniel Newman sit down with Gadi Hutt, Director, Business Development for Annapurna Labs at AWS re:Invent2022. Their discussion covers: EC2 and silicon innovation including an overview of the news that was announced this week Continued investment in Intel-based and AMD-based instance types AWS Compute wherever it is needed

The Six Five On the Road at AWS re:Invent 2022. Patrick Moorhead and Daniel Newman sit down with Richard Moulds, GM of Amazon Braket, AWS. Their discussion covers: What is Amazon Braket? How Amazon Braket is driving education and adoption within Quantum computing The role of classical computing in accelerating the development of Quantum The future of Amazon Braket within the Quantum community

The Six Five On the Road at AWS re:Invent 2022. Patrick Moorhead and Daniel Newman sit down with Katrina King, Global Strategy Leader — Content Production, AWS. Their discussion covers: How AWS is supporting customers in the media & entertainment Post-production in the cloud The future of the media & entertainment industry within the cloud

The Six Five In the Booth at #AWS #reInvent 2022. Patrick Moorhead and Daniel Newman sit down with Roger Premo, IBM’s GM, Strategy & Corporate Development. Their discussion covers: The inception of the IBM - AWS partnership The progression of the alliance Priorities and synergies for IBM & AWS What can we expect in the future from this alliance

The Six Five On the Road at AWS #reInvent 2022. Patrick Moorhead and Daniel Newman sit down with Shubha Rao, Sr. Manager, Elastic Container Services, AWS at AWS re:Invent2022. Their discussion covers: Containers (ECS) as a critical part of modernization How ECS stacks up in the market Real-life examples of ECS deployed What can we expect in the future from AWS serverless containers

The Six Five On the Road at AWS #reInvent 2022. Patrick Moorhead and Daniel Newman sit down with Susanne Seitinger, Director of AI & ML, AWS. Their discussion covers: AWS end-to-end data strategy How SageMaker & machine learning is leveraged in the data strategy Responsible #AI

The Six Five "On The Road" at AWS #reInvent 2022. Patrick Moorhead and Daniel Newman sit down with Bratin Saha, VP & GM, AI & ML, AWS. Their discussion covers: Announcement of SageMaker & Omics Progress on Amazon Monitron Key trends driving machine learning & artificial intelligence #ML #AI

The Six Five In the Booth at AWS re:Invent 2022. Patrick Moorhead and Daniel Newman sit down with Colm Keegan, Sr. Consultant, Data Protection Product Marketing, Dell Technologies. Their discussion covers: Cyber resiliency and modern data protection in AWS What solutions is Dell providing their customers to ensure complete data protection Why data protection is so critical in today’s environment

The Six Five In the Booth at AWS re:Invent 2022. Patrick Moorhead and Daniel Newman sit down with Nick Brackney, Sr. Consultant, X-ISG, Dell Technologies. Their discussion covers: The announcement of Dell PowerFlex on AWS Capabilities and benefits of running PowerFlex on AWS Why Powerflex on AWS is crucial for enterprise customers

The Six Five On the Road at #AWS #reInvent 2022. Patrick Moorhead and Daniel Newman sit down with Varun Chhabra, SVP ISG & Telecom, Dell Technologies. Their discussion covers: Announcements and innovations Dell has made in their cloud business Dell data services and software innovations on Amazon Web Services (AWS) The adoption and progression of hybrid, public, and on-premise environments

The Six Five In the Booth at AWS #reInvent 2022. Patrick Moorhead and Daniel Newman sit down with Bob Ganley, Sr. Consultant, X-ISG Product Marketing, Dell Technologies. Their discussion covers: What is EKS Anywhere from AWS? How Dell is bringing EKS to customers What are some of the benefits of EKS

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:   Snapdragon Summit https://twitter.com/patrickmoorhead/status/1593046696845774850?s=46&t=hv2jJio9k0Gh17ndGHkydQ https://twitter.com/patrickmoorhead/status/1593017732836265984?s=46&t=hv2jJio9k0Gh17ndGHkydQ https://twitter.com/patrickmoorhead/status/1592663441927720960?s=46&t=hv2jJio9k0Gh17ndGHkydQ https://twitter.com/danielnewmanuv/status/1593029353427808256?s=46&t=hv2jJio9k0Gh17ndGHkydQ https://futurumresearch.com/six-five-webcast/the-six-five-on-the-road-with-qualcomm-ceo-cristiano-amon-at-snapdragon-summit-2022/   SAP TechEd https://www.forbes.com/sites/moorinsights/2022/11/15/sap-empowers-anyone-to-build-applications-and-automate-tasks-in-their-own-environment/   Nvidia Earnings https://twitter.com/danielnewmanuv/status/1593239549118914560?s=46&t=hv2jJio9k0Gh17ndGHkydQ https://twitter.com/danielnewmanuv/status/1592994459100532737?s=46&t=hv2jJio9k0Gh17ndGHkydQ  NVIDIA Announces Financial Results for Third Quarter Fiscal 2023 | NVIDIA Newsroom   Cisco Earnings https://twitter.com/danielnewmanuv/status/1592993082836152320?s=46&t=hv2jJio9k0Gh17ndGHkydQ https://www.prnewswire.com/news-releases/cisco-reports-first-quarter-earnings-301680668.html?tc=eml_cleartime   Tech Layoffs https://www.nytimes.com/2022/11/14/technology/amazon-layoffs.html https://thehill.com/news-by-subject/technology/3740561-here-are-the-big-tech-companies-that-have-announced-layoffs-in-2022/   Nvidia & Azure Supercomputer https://www.zdnet.com/article/microsoft-nvidia-partner-to-build-a-massive-ai-supercomputer-in-the-cloud/   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

The Six Five On The Road at #SnapdragonSummit 2022. Hosts Patrick Moorhead and Daniel Newman sit down with Hugo Swart, VP & GM of XR, at Qualcomm, for one of many conversations at this year’s #SnapdragonSummit. Their discussion covers: The announcement of the new AR2 Platform Qualcomm’s focus on the revolution of AR glasses Technical improvements with AR2 Mutually beneficial partnerships with OEMs

The Six Five On The Road at #SnapdragonSummit 2022. Hosts Patrick Moorhead and Daniel Newman sit down with Sarah McMurray, Sr. Manager, Product Marketing for Voice & Music at Qualcomm, for one of many conversations at this year’s #SnapdragonSummit. Their discussion covers: The launch of S5 & S3 Gen 2 Sound Platforms Technical improvements with S5/S3 Snapdragon Sound Platform in the commercial market Importance of spatial audio and Bluetooth Low Energy

The Six Five On The Road at Snapdragon Summit 2022. Hosts Patrick Moorhead and Daniel Newman sit down with Kedar Kondap, Senior Vice President and General Manager, Compute & Gaming at Qualcomm, and Aaron Woodman, General Manager, Windows Marketing at Microsoft. This is one of many conversations at this year’s #SnapdragonSummit. Their discussion covers: What are Snapdragon Compute Platforms? Within #AI - the capabilities that have helped redefine personal computing Customer experiences, feedback, and the most significant feature Collaboration between Microsft & Qualcomm - first ever Windows Developer Kit powered by the Snapdragon Compute Platform Qualcomm & Microsoft partnership to fuel innovation 

The Six Five On The Road at Snapdragon Summit 2022. Hosts Patrick Moorhead and Daniel Newman sit down with Alex Katouzian, Senior Vice President and General Manager, Mobile, Computer, and XR at Qualcomm, for one of many conversations at this year’s Snapdragon Summit.  Their discussion covers: How Qualcomm defines the Connected Intelligent Edge The strategy for continued growth in the edge business Opportunities for Snapdragon outside of smartphones

The Six Five is remote "In The Booth" at Supercomputing 2022. Host Patrick Moorhead is joined by Jonathan Seckler, Senior Director, Servers & Solutions at Dell Technologies. Their conversation covers Dell's overall #AI strategy, the announcement of an 8 #GPU server, and how they are addressing #sustainability in the data center. #SC22

The Six Five On The Road at Snapdragon Summit 2022. Hosts Patrick Moorhead and Daniel Newman sit down with Don McGuire, SVP & CMO of Qualcomm. Their discussion conversation covers: Snapdragon’s ability to be a premium product brand and a consumer-facing brand The Gen 2’s ability to produce extraordinary experiences within mobile The latest partnerships that have helped support the Snapdragon brand

The Six Five On The Road at #SnapdragonSummit 2022. Hosts Patrick Moorhead and Daniel Newman sit down with Ignacio Contreras, Sr. Director of Marketing at Qualcomm, for one of many conversations here at the #SnapdragonSummit. Their discussion covered the following: Announcement of Snapdragon Generation 2 How the Gen 2 stacks up against rivals X70 5G Modem-RF system (1st w/ AI processor) WiFi 7 & Bluetooth connectivity

The Six Five On The Road at #SnapdragonSummit 2022. Hosts Patrick Moorhead and Daniel Newman sit down with Ziad Asghar, VP of Product Management, Snapdragon Roadmap, at Qualcomm, for one of many conversations here at the #SnapdragonSummit. Their conversation covers: New features in Gen 2, specifically in #AI Snapdragon Sight, in collaboration with partners from the ISP (Image Signal Processor) side Hardware accelerated ray tracing, spatial audio, and the benefits for users Snapdragon Secure, how Qualcomm will ensure the highest level of security for the mobile platform

The Six Five On The Road at #SnapdragonSummit 2022. Hosts Patrick Moorhead and Daniel Newman sit down with Chris Patrick, SVP of Engineering at Qualcomm, for one of many conversations here at the #SnapdragonSummit. Their discussion covers: How Snapdragon Gen 2 is defining a new standard for premium mobile Snapdragon Generation 2 versus Gen 1 The increase in performance and efficiency as it equates to the user experience Collaboration with OEMs and the expected commercial launch timeline #qualcomm

The Six Five On The Road at #SnapdragonSummit 2022. Hosts Patrick Moorhead and Daniel Newman sit down with Cristiano Amon, President & CEO, of Qualcomm, for the first of many conversations at the #SnapdragonSummit. Their conversation covers: Intelligence at the #edge and what Qualcomm is doing to further innovation Qualcomm’s technology roadmap and the end market opportunities The future of #ADAS, #AR, #VR, and #IoT The evolution and strength of the #Snapdragon brand

The Six Five is remote "In The Booth" at Supercomputing 2022. Hosts Daniel Newman and Patrick Moorhead are joined by Armando Acosta, Director of Product Management, High-Performance Computing at Dell Technologies. Their conversation covers Dell's unique HPC solutions, how it is helping its customers, and maybe even an announcement. Don't miss it. #SC22

The Six Five is remote "In The Booth" at Supercomputing 2022. Hosts Daniel Newman and Patrick Moorhead are joined by Christina Perfetto, Director of AI Product Marketing at Dell Technologies. Their conversation covers Dell Validated Design, specifically for #AI & #Analytics, how their customers use these designs, and what the future holds. #SC22

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:   Cisco Partner Summit https://twitter.com/PatrickMoorhead/status/1587584583188496386?s=20&t=gp_Gt4xwe0gLhqJa9DOzHA https://twitter.com/PatrickMoorhead/status/1587519341880176640?s=20&t=gp_Gt4xwe0gLhqJa9DOzHA https://twitter.com/PatrickMoorhead/status/1587499326594392064?s=20&t=gp_Gt4xwe0gLhqJa9DOzHA   HPE VMware https://futurumresearch.com/research-notes/hpe-and-vmware-partner-to-deliver-hybrid-cloud-vision/   Honeywell Connect Event https://twitter.com/PatrickMoorhead/status/1588157693763719168?s=20&t=gp_Gt4xwe0gLhqJa9DOzHA  https://www.forbes.com/sites/patrickmoorhead/2022/11/02/honeywell-doubles-down-on-industrial-software-technologies-with-new-hce-leadership-saas-offerings-and-solutions/   Groq US Army Entanglement Report https://www.forbes.com/sites/moorinsights/2022/11/10/groq--reimagining-high-performance-computing/?sh=5a8fbc665083 https://futurumresearch.com/research-notes/u-s-army-cybersecurity-anomaly-detection-gets-huge-boost/   HPE Server and GreenLake Launch https://www.techtarget.com/searchdatacenter/news/252526807/HPE-updates-ProLiant-servers-bundled-with-GreenLake-license https://www.forbes.com/sites/moorinsights/2022/11/02/hpe-launches-proliant-gen11-with-a-focus-on-your-hybrid-world/?sh=6bef9cf8255a   Qualcomm Arm   Zoomtopia   Qualcomm-Renault Partnership   AMD Epyc Server Launch   IBM Quantum Summit https://www.forbes.com/sites/moorinsights/2022/11/09/ibm-announces-new-400-qubit-quantum-processor-plus-plans-for-a-quantum-centric-supercomputer/?sh=150e4499eaa9 https://youtu.be/Jtyi8UuKgHU   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:   AMD Earnings https://twitter.com/danielnewmanUV/status/1587544757118672896?s=20&t=drCjDGcaiuxCU_pRHmWW9Q https://twitter.com/PatrickMoorhead/status/1587946096441032704?s=20&t=gp_Gt4xwe0gLhqJa9DOzHA   Lattice Earnings https://twitter.com/danielnewmanUV/status/1587177468024209408?s=20&t=drCjDGcaiuxCU_pRHmWW9Q https://futurumresearch.com/research-notes/lattice-semiconductor-delivers-excellent-q3-2022-growth/ https://twitter.com/PatrickMoorhead/status/1587192456164085762?s=20&t=gp_Gt4xwe0gLhqJa9DOzHA   Qualcomm Earnings https://twitter.com/danielnewmanUV/status/1588212402302107656?s=20&t=drCjDGcaiuxCU_pRHmWW9Q https://twitter.com/danielnewmanUV/status/1587908204087848960?s=20&t=drCjDGcaiuxCU_pRHmWW9Q https://twitter.com/danielnewmanUV/status/1587904601700716544?s=20&t=drCjDGcaiuxCU_pRHmWW9Q https://twitter.com/PatrickMoorhead/status/1587959966299824128?s=20&t=gp_Gt4xwe0gLhqJa9DOzHA https://twitter.com/PatrickMoorhead/status/1587982708000669698?s=20&t=gp_Gt4xwe0gLhqJa9DOzHA   Luminar Earnings https://twitter.com/danielnewmanUV/status/1587912688503783424?s=20&t=drCjDGcaiuxCU_pRHmWW9Q   Skyworks Earnings   Lenovo Earnings https://twitter.com/danielnewmanUV/status/1588218682278305792?s=20&t=yKu-33saf_JDxNz7ystFig   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

The Six Five is live for Micron's 1-beta DRAM announcement unveiled this week with the company announcing its next DRAM process node, 1-beta, the world's most advanced DRAM technology. Hosts Patrick Moorhead and Daniel Newman are joined by Thy Tran, VP of DRAM Process Integration at Micron, for another Six Five "Insider" edition podcast. Their conversation covered: The journey to 1-beta DRAM, including overcoming scaling difficulties How Micron is uniquely leading the marketing in both DRAM & NAND and what they have done to achieve this The benefits 1-beta has for mobile memory, specifically LPDDR5X, which the company is now shipping samples of on the 1-beta node A preview of future benefits the 1-beta process node will bring to end market segments To learn more about this announcement, check out Micron's website at https://investors.micron.com/news-releases/news-release-details/micron-ships-worlds-most-advanced-dram-technology-1-beta-node

On this episode of The Six Five Insider Edition, host Daniel Newman is joined by Qualcomm CFO Akash Palkhiwala for a recap of the company's results for Q4 and a look at the year ahead. Their conversation also explores the following: The broad macro environment, the economy, and Akash's perceptions on the overall market The diversification of Qualcomm's business into IoT, RFFE, PC, and Automotive How Apple continues to depend on Qualcomm Partnership updates with Samsung and Meta, and Why the company feels confident in the mid-term despite short-term headwinds Disclaimer: The Six Five Insider Edition is for information and entertainment purposes only. Over the course of this webcast, we may talk about companies that are publicly traded and we may even reference that fact and their equity share price, but please do not take anything that we say as a recommendation about what you should do with your investment dollars. We are not investment advisors and we do not ask that you treat us as such.

The Six Five "On The Road" at Cloudera #EvolveNYC. Hosts Daniel Newman and Patrick Moorhead are joined by Wim Stoop, Sr. Director, Hybrid Data Platform & David Dichmann, Sr. Director, Data Warehouse & Lakehouse, Cloudera. They discuss the advancements & advantages of a portable, Hybrid Data Lakehouse. Disclaimer: The Six Five Webcast is for information and entertainment purposes only. Over the course of this webcast, we may talk about companies that are publicly traded and we may even reference that fact and their equity share price, but please do not take anything that we say as a recommendation about what you should do with your investment dollars. We are not investment advisors and we do not ask that you treat us as such.

The Six Five "On The Road" at Cloudera #EvolveNYC. Hosts Daniel Newman and Patrick Moorhead are joined by Otho Lyon, VP of Global Support & Cindy Maike, VP of Business & Product Solutions, Cloudera. Their conversation centers on the challenges Cloudera’s customers face and what Cloudera is doing to help drive its hybrid cloud data strategy. Disclaimer: The Six Five Webcast is for information and entertainment purposes only. Over the course of this webcast, we may talk about companies that are publicly traded and we may even reference that fact and their equity share price, but please do not take anything that we say as a recommendation about what you should do with your investment dollars. We are not investment advisors and we do not ask that you treat us as such.

The Six Five "On The Road" at Cloudera #EvolveNYC. Hosts Daniel Newman and Patrick Moorhead are joined by Carolyn Duby, Field CTO, & Santiago Giraldo, Sr. Director, Hybrid Data Services, Cloudera. Their conversation centers on Cloudera’s mission to provide their customers with tangible #AI #ML #Analytics solutions that drive real, actionable insights. Disclaimer: The Six Five Webcast is for information and entertainment purposes only. Over the course of this webcast, we may talk about companies that are publicly traded and we may even reference that fact and their equity share price, but please do not take anything that we say as a recommendation about what you should do with your investment dollars. We are not investment advisors and we do not ask that you treat us as such.

The Six Five is "On The Road" at Cloudera #EvolveNYC. Hosts Daniel Newman and Patrick Moorhead are joined by Ram Venkatesh, CTO & Bill Zhang, Sr. Director, Product Management, Iceberg at Cloudera. They discuss Apache Iceberg and its benefits in a hybrid cloud-native environment, specifically with #analytics. Disclaimer: The Six Five Webcast is for information and entertainment purposes only. Over the course of this webcast, we may talk about companies that are publicly traded and we may even reference that fact and their equity share price, but please do not take anything that we say as a recommendation about what you should do with your investment dollars. We are not investment advisors and we do not ask that you treat us as such.

The Six Five "On The Road" at Cloudera #EvolveNYC. Hosts Daniel Newman and Patrick Moorhead are joined by Sudhir Menon, CPO of Cloudera. In this conversation, Sudhir talks about macro trends that play a significant role in Cloudera’s product roadmap. Disclaimer: The Six Five Webcast is for information and entertainment purposes only. Over the course of this webcast, we may talk about companies that are publicly traded and we may even reference that fact and their equity share price, but please do not take anything that we say as a recommendation about what you should do with your investment dollars. We are not investment advisors and we do not ask that you treat us as such.

The Six Five "On The Road" at Cloudera #EvolveNYC. Hosts Daniel Newman and Patrick Moorhead are joined by Abhas Ricky, Chief Strategy Officer & Luke Roquet, Sr. VP, Product Marketing, Cloudera. In this conversation, they explore the key trends in modern data architecture and the benefits Cloudera’s modern data architecture is providing customers. Disclaimer: The Six Five Webcast is for information and entertainment purposes only. Over the course of this webcast, we may talk about companies that are publicly traded and we may even reference that fact and their equity share price, but please do not take anything that we say as a recommendation about what you should do with your investment dollars. We are not investment advisors and we do not ask that you treat us as such.

Tune in for a replay of The Six Five Summit’s #Cloud #Infrastructure Spotlight Keynote with Balaji Baktha, Founder and CEO, Ventana Micro Systems Ventana was founded to deliver the highest performance RISC-V CPUs competitive with the best-in-class data center offerings. The company seeks to address the needs of high growth markets such as cloud, enterprise data center, 5G, edge compute, AI/ML, automotive, and client applications, 5G, infrastructure, edge compute, client, and data center. In this session, Balaji sits down with Patrick Moorhead to explore how Ventana combines the extensibility of RISC-V with chiplet technology to create customer-driven innovation for best-in-class solutions for the data center. They start off with a discussion on how hardware/software codesign is creating customer pull for the RISC-V ecosystem in the data center market. They then dive into how chiplets based on open standard interfaces allow customers to create right-sized composable SoC solutions quickly and at a lower cost.  #sixfivesummit #sixfivesummitreplay #risc #cisc #chips #ventanamicrosystems #balajibaktha #danielnewman #patrickmoorhead The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, and thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace. More about The Six Five Summit: https://thesixfivesummit.com/

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:   SAP Earnings $SAP https://twitter.com/PatrickMoorhead/status/1584889116554326016?s=20&t=Em4cT9mkdk1VXJplQRgJfw https://futurumresearch.com/research-notes/sap-q3-2022-revenue-up-15-to-7-8b-euros-as-cloud-rises-38/ https://twitter.com/danielnewmanUV/status/1584891399350018050?s=20&t=O374nY6Q-rntVG0GRQICBg   Microsoft Earnings $MSFT https://twitter.com/PatrickMoorhead/status/1585245932203159554?s=20&t=_PBr4hjXqiaA-WJRSh50uQ https://twitter.com/danielnewmanUV/status/1585027040713256961?s=20&t=O374nY6Q-rntVG0GRQICBg https://twitter.com/danielnewmanUV/status/1585008674241937408?s=20&t=O374nY6Q-rntVG0GRQICBg   Google Earnings $GOOG https://twitter.com/PatrickMoorhead/status/1585370090287296513?s=20&t=3skJiG_ldggEqnyqwVy4Rw https://twitter.com/danielnewman UV/status/1585027040713256961?s=20&t=O374nY6Q-rntVG0GRQICBg https://twitter.com/danielnewmanUV/status/1585008098921820161?s=20&t=O374nY6Q-rntVG0GRQICBg   Amazon Earnings $AMZN https://twitter.com/danielnewmanUV/status/1585725392224423936?s=20&t=O374nY6Q-rntVG0GRQICBg https://twitter.com/danielnewmanUV/status/1585723919407120384?s=20&t=O374nY6Q-rntVG0GRQICBg   Intel Earnings $INTC https://twitter.com/danielnewmanUV/status/1585726478708535297?s=20&t=O374nY6Q-rntVG0GRQICBg https://twitter.com/danielnewmanUV/status/1585724609244106753?s=20&t=O374nY6Q-rntVG0GRQICBg https://twitter.com/danielnewmanUV/status/1585322700074930176?s=20&t=O374nY6Q-rntVG0GRQICBg https://twitter.com/PatrickMoorhead/thread/1585776534853337088   Honeywell Earnings $HON https://honeywell.gcs-web.com/static-files/d31360f6-22d2-4a40-aa59-a79e40a7dab6 https://twitter.com/danielnewmanUV/status/1585604205385064450?s=20&t=O374nY6Q-rntVG0GRQICBg https://twitter.com/PatrickMoorhead/status/1585648276006703106?s=20&t=Izx57vj9br2Za9zvZTqUKA   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Tune in for a replay of The Six Five Summit’s #ESG Spotlight Keynote with Cassandra Garber, VP, ESG (Environmental, Social, Governance), Dell Technologies Cassandra shares her insights on why ESG is a business and societal imperative. ESG strategies align business growth with ethical, sustainable practices and creates value for your company, people and the planet. It’s how every company should be thinking about the future. And when it comes to ESG at Dell, it starts with our purpose to create technologies that drive human progress. #sixfivesummit #sixfivesummitreplay #economic #social #governance #sustainability #dell #cassandragarber #danielnewman #patrickmoorhead The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, and thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace. More about The Six Five Summit: https://thesixfivesummit.com/

Tune in for a replay of The Six Five Summit’s #Security Spotlight Keynote with Samantha Madrid, Group VP, Connected Security Business and Strategy, Juniper Networks Not all SASE solutions are created equal. In fact, single vendor SASE is becoming increasingly important to both security and networking buyers because of the inherent operational efficiencies derived from seamless management of both on prem and cloud-based security solutions. But although SASE promises security and networking convergence, scalability, and enhanced protection, it cannot break the cardinal rule of security: unfettered visibility. SASE should enhance the operational feasibility of the network and ultimately provide CIOs and CISOs with greater agility, ease of use, and improved security at every point of connection. The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, and thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace. More about The Six Five Summit: https://thesixfivesummit.com/

Tune in for a replay of The Six Five Summit’s #Semiconductor Spotlight Keynote with Raj Hazra, SVP & GM, Compute & Networking Business Unit, Micron The data center has become the foundation of our daily lives, seamlessly delivering the services we have come to rely on. Data-intensive workloads like artificial intelligence are fundamentally changing the way compute is done and, as a result, driving memory and storage innovation at rates never seen before. Raj explains why the data center of the future must be flexible and scalable to meet the needs of data-intensive workloads. These data centers will feature heterogenous compute and a reimagined memory and storage hierarchy. He also describes how Micron is collaborating with other industry leaders to bring this future into focus. The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, and thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace. More about The Six Five Summit: https://thesixfivesummit.com/

Host Daniel Newman and Rob Thomas are live discussing IBM’s success in their Hybrid Cloud & AI strategy, IBM’s new #AI product announcement, and their plan for 2023. For more information, visit: Let’s embed AI into products to deliver differentiated solutions: Together we can close the skills gap and reduce development time to create trustworthy AI-powered solutions. IBM RELEASES THIRD QUARTER RESULTS: Revenue Growth in All Key Segments Led by Global Hybrid Cloud Adoption; Solid Cash Generation – Oct. 19, 2022 Disclaimer: The Six Five Webcast is for information and entertainment purposes only. Over the course of this webcast, we may talk about companies that are publicly traded and we may even reference that fact and their equity share price, but please do not take anything that we say as a recommendation about what you should do with your investment dollars. We are not investment advisors and we do not ask that you treat us as such.

Tune in for a replay of The Six Five Summit’s #Edge #Devices Spotlight Keynote with Rahul Tikoo, Senior Vice President, Client Product Group, Dell Technologies.  The future of our world is at the edge. Dell is developing intelligent edge devices and solutions with powerful sensors and AI to make the way we live, work and play more efficient, intelligent and personalized. In this spotlight session, Rahul sits down with Patrick Moorhead to discuss what we can expect from new edge devices in the future and how these technologies will change our world. The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, and thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace. More about The Six Five Summit: https://thesixfivesummit.com/

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:   Oracle CloudWorld https://futurumresearch.com/six-five-webcast/the-six-five-on-the-road-at-oracle-cloudworld-22/ Apps: https://twitter.com/PatrickMoorhead/status/1582872495048122368?t=L4VxAuwVRIv2V9dmy8C41A&s=19 https://twitter.com/danielnewmanUV/status/1582156980239577088?s=20&t=QuXgCM4OFwwXQ6daLLsNyg OCI: https://twitter.com/PatrickMoorhead/status/1582768025190531078?t=U0jcQ_SXezUd81RSnp6sjQ&s=19 https://twitter.com/danielnewmanUV/status/1582168693756203008?s=20&t=QuXgCM4OFwwXQ6daLLsNyg Larry: https://twitter.com/PatrickMoorhead/status/1582481608283521024?t=JdyZsp5knlHYhuj3BmdsOA&s=19 https://twitter.com/danielnewmanUV/status/1582514172956356609?s=20&t=QuXgCM4OFwwXQ6daLLsNyg Safra: https://twitter.com/PatrickMoorhead/status/1582405617200660483?t=jOVEKfC_eujt3AAb4NrfUw&s=19 https://twitter.com/danielnewmanUV/status/1582409437465018369?s=20&t=QuXgCM4OFwwXQ6daLLsNyg   Lenovo TechWorld https://www.linkedin.com/posts/patmoorhead_lenovotechworld-activity-6988250294564384768-wNUC?utm_source=share&utm_medium=member_android https://www.techrepublic.com/article/lenovo-tech-event-digital-transformation/   IBM Earnings https://twitter.com/PatrickMoorhead/status/1582933410464804864?t=uozbs3Al56jrCacADQhxrw&s=19 https://futurumresearch.com/research-notes/ibm-q3-2022-revenue-up-6-to-14-4b-beating-estimates/ https://twitter.com/danielnewmanUV/status/1582833723825094656?s=20&t=QuXgCM4OFwwXQ6daLLsNyg   China/Biden Chips https://www.bloomberg.com/news/articles/2022-10-20/china-gathers-chip-firms-for-emergency-talks-after-biden-curbs   HPE Securities Analyst Meeting https://twitter.com/PatrickMoorhead/status/1582946522882510849?t=KcJUH3PZQbyDLGcrufcx1w&s=19 https://twitter.com/danielnewmanUV/status/1582825922390261761?s=20&t=QuXgCM4OFwwXQ6daLLsNyg   IBM ML Inference Card https://www.linkedin.com/posts/patmoorhead_ibms-new-aiu-artificial-intelligence-chip-activity-6988326592984875008-7Jex?utm_source=share&utm_medium=member_android   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

The Six Five is "On The Road" at Oracle #CloudWorld. Hosts Patrick Moorhead and Daniel Newman are live at Oracle CloudWorld 2022. Our coverage includes analysis on: Expansion of OCI - Oracle Cloud Expansion of MySQL HeatWave Various Silicon Partnerships - NVIDIA & AMD Core Service Improvements Oracle Industry & Vertical Solutions - Oracle Cloud ERP & Oracle Cloud SCM, & Oracle Cerner Oracle/ Redbull F1

Tune in for a replay of The Six Five Summit’s #Automation #AI #ML #Data #Analytics Spotlight Keynote with Mihir Shukla, CEO & Co-Founder, Automation Anywhere. Today, we are experiencing a tremendous change in how business is done, with remote and hybrid work here to stay. The next big change is a digital workforce transformation where employees reimagine their work relationships to include not just fellow teammates, partners, suppliers, and customers, but also software bots – digital co-workers that they can often build themselves and collaborate with daily. Mihir will focus on how digital co-workers can transform our everyday lives and, at the same time, make humans happy. The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, and thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace. More about The Six Five Summit: https://thesixfivesummit.com/

Tune in for a replay of The Six Five Summit’s #Cloud #Infrastructure Spotlight Keynote with Dave Brown, VP, Amazon EC2, AWS. AWS is constantly innovating on behalf of its customers. With more than 500 instances, Amazon EC2 has the broadest and deepest portfolio of instances in the cloud to run virtually every workload. This portfolio includes instances that are powered by Intel, AMD, and NVIDIA, as well as AWS-designed custom chips. To further increase performance, drive down cost, and accelerate innovation, AWS has invested in its own custom silicon. When it comes to silicon innovation, AWS has a long and proven history, including the Nitro System, Graviton processors, and Inferentia and Trainium chips for machine learning. In this session, Pat Moorhead and Dave will dive deep into the latest offering, the AWS Graviton3 processors that enable the best price-performance for compute-intensive workloads in Amazon EC2. The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, and thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace. More about The Six Five Summit: https://thesixfivesummit.com/

Tune in for a replay of The Six Five Summit’s #Collaboration #CX #ContactCenter Spotlight Keynote with Aruna Ravichandran, SVP & CMO, Webex by Cisco Hybrid work is both different and harder than before. Two years after the great remote work experiment, we are at a new inflection point – creating hybrid work experiences that equally balance in-office and remote work. It’s not enough to bring employees back to the office; hybrid work needs to provide an environment that allows for creativity to flow, collaboration to be energized, and where people want to be. No longer are employees willing to commute to sit and compute. In this insightful discussion with Aruna and Daniel Newman, you’ll hear how Cisco approaches hybrid work, key challenges to consider, and its solutions to ensure delighted and productive employees. The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, and thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace. More about The Six Five Summit: https://thesixfivesummit.com/

Tune in for a replay of The Six Five Summit’s #Semiconductor Spotlight Keynote with Sarah Peach, Senior Director, New Product Introductions, Samsung Semiconductor.  How fast can data be processed? This truly is the perennial question. Today, split-second data processing can mean the difference between a thriving business and one that’s not. But data processing gets harder as data sets get larger. While the concept of processing data closer to where it lives in a data center isn’t exactly new, it’s gaining traction quickly. Bringing specialized, high-performance compute power to traditional memory and storage devices is empowering organizations to extract valuable, actionable insight at the device level. Join Sarah and Daniel Newman for a lively discussion on the evolution, benefits and key applications for computational storage and other similar specialized memory technologies. The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, and thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace. More about The Six Five Summit: https://thesixfivesummit.com/

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:   Google Cloud Next https://twitter.com/PatrickMoorhead/status/1579866642661928961?s=20&t=30nFPWgc-rxt4ubJ8fF6Hg https://twitter.com/PatrickMoorhead/status/1579833144601370625?s=20&t=30nFPWgc-rxt4ubJ8fF6Hg https://twitter.com/danielnewmanUV/status/1579930527293145088?s=20&t=gJ5yB9cKhja9NizbY-8Erg https://twitter.com/danielnewmanUV/status/1579868089768087552?s=20&t=gJ5yB9cKhja9NizbY-8Erg https://twitter.com/danielnewmanUV/status/1579816952432033792?s=20&t=gJ5yB9cKhja9NizbY-8Erg   T-Mobile Analyst Summit https://twitter.com/PatrickMoorhead/status/1580635055441211392?s=20&t=30nFPWgc-rxt4ubJ8fF6Hg   Microsoft Ignite and Surface https://twitter.com/PatrickMoorhead/status/1580400830120747009?s=20&t=30nFPWgc-rxt4ubJ8fF6Hg https://twitter.com/danielnewmanUV/status/1580355735191703553?s=20&t=gJ5yB9cKhja9NizbY-8Erg   Intel IDM 2.0 Next Steps https://twitter.com/PatrickMoorhead/status/1579943066643091456?s=20&t=30nFPWgc-rxt4ubJ8fF6Hg   Cloudera Evolve NYC https://twitter.com/PatrickMoorhead/status/1580188062574735360?s=20&t=30nFPWgc-rxt4ubJ8fF6Hg https://twitter.com/danielnewmanUV/status/1580188191726133248?s=20&t=gJ5yB9cKhja9NizbY-8Erg   Biden to IBM and the Market at Large https://twitter.com/PatrickMoorhead/status/1579846525001555968?s=20&t=30nFPWgc-rxt4ubJ8fF6Hg   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Tune in for a replay of The Six Five Summit’s #SaaS #EnterpriseSoftware Spotlight Keynote with  Adrian McDermott, CTO, Zendesk. Technology has made some rapid and creative strides over the last few years. Some predicted some pandemic. Adrian dusts off his crystal ball to give us his five big predictions for the customer experience future. #sixfivesummit #sixfivesummitreplay #zendesk #CX #CTO #adrianmcdermott #danielnewman #patrickmoorhead The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, and thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace. More about The Six Five Summit: https://thesixfivesummit.com/