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.