The Six Five with Patrick Moorhead and Daniel Newman

Ep 196: We are Live! Talking IBM & Albany NanoTech, Google Cloud, Intel, Oracle, Adobe, Plus AI


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Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis. 

 

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each. 

 

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

 

IBM and Albany NanoTech High-EUV

  • https://research.ibm.com/blog/high-na-euv-lithography-albany
  • https://www.wsj.com/tech/new-york-joins-ibm-micron-in-10-billion-chip-research-complex-475437b3
  • https://www.bizjournals.com/albany/news/2023/12/11/albany-nanotech-semiconductors-ibm-micron-asml.html

 

Google Cloud AI Announcements

  • https://www.axios.com/2023/12/13/google-cloud-thomas-kurian-gemini-ai-businesses
  • https://twitter.com/ThomasOrTK/status/1735032322120880478
  • https://twitter.com/ThomasOrTK/status/1734998554563752149
  • https://twitter.com/ThomasOrTK/status/1734954905268256933
  • https://cloud.google.com/blog/products/ai-machine-learning/bringing-gemini-to-organizations-everywhere

 

Intel AI Event

  • https://twitter.com/PatrickMoorhead/status/1735087657552617699
  • https://twitter.com/PatrickMoorhead/status/1735315663340670996
  • https://twitter.com/PatrickMoorhead/status/1735317812866957631
  • https://twitter.com/PatrickMoorhead/status/1735320612078313815
  • https://twitter.com/PatrickMoorhead/status/1735324518002962610
  • https://twitter.com/PatrickMoorhead/status/1735325387511538126
  • https://twitter.com/PatrickMoorhead/status/1735331752640463093
  • https://twitter.com/danielnewmanUV/status/1735317658772333036
  • https://twitter.com/danielnewmanUV/status/1735327901380161778

 

Oracle Q2 FY2024 Earnings

  • https://twitter.com/danielnewmanUV/status/1734349727032877267
  • https://www.oracle.com/news/announcement/q2fy24-earnings-release-2023-12-11/

 

Plus AI Updates

  • https://plus.ai/news-and-insights
  • https://plus.ai/news-and-insights/iveco-plus-dm-drogerie-markt-and-dsv-launch-automated-trucking-pilot-in-germany

 

Adobe Q4 2023 Earnings; CMA Shows Up 18 Months

  • https://twitter.com/danielnewmanUV/status/1735050944969367987
  • https://www.nasdaq.com/articles/adobe-adbe-q4-earnings-revenues-beat-estimates-rise-y-y-1#:~:text=Adobe%20Inc.,Consensus%20Estimate%20of%20%245.01%20billion.
  • https://www.gov.uk/cma-cases/adobe-slash-figma-merger-inquiry
  • https://www.cnbc.com/2023/11/28/uk-regulators-say-adobes-figma-acquisition-could-harm-competition.htm

 

Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

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The Six Five with Patrick Moorhead and Daniel NewmanBy Patrick Moorhead and Daniel Newman

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