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 Rekognition Updates

 

• https://aws.amazon.com/about-aws/whats-new/2019/08/amazon-rekognition-now-detects-violence-weapons-and-self-injury-in-images-and-videos-improves-accuracy-for-nudity-detection/
• Amazon Rekognition now detects violence, weapons, and self-injury in images and videos; improves accuracy for nudity detection

 

Gamescom and Ray Tracing

 

• https://nvidianews.nvidia.com/news/nvidia-rtx-on-new-wave-of-blockbuster-games-showcase-ray-tracing-at-gamescom

 

Cerebras Disclosure at HotChips

 

• https://www.forbes.com/sites/moorinsights/2019/08/19/cerebras-unveils-ai-supercomputer-on-a-chip/#38cc651a2fe8
• 1.2T transistors, 46K mm2 size, 18GB SRAM, 9PB mem BW, 100Pb fabric, TSMC 16nm, 300mm eager, mid 2020 server ship

 

iPhone 11 Rumors?

 

• https://futurumresearch.com/the-iphone-11-is-coming-yawn/

 

NetAPP? Are they F'ed and Oracle Pillar Data implosion

 

• https://seekingalpha.com/article/4286671-netapp-irreversibly-damaged
• They have no real HCI. No servers... Connection between Storage and Servers is huge. They have no VMware. We'll keep pounding away at them!
•  MIS Steve McDowell: A day after NetApp released its earnings this week, it announced the retirement of a couple of key executives. Key among them is Joel Reich, who led NetApp through the rise and fall of its transition to flash storage as head of storage and software. Replacing Joel is (now EVP) Brad Anderson who has been at the forefront of NetApp’s cloud activities. This is truly NetApp putting its money where its mouth is, as it consolidates product control under the executive most aligned with its cloud strategy — its stated path our of its current morass. No pressure, Brad. 
• Did you know that Oracle has a Flash Storage Division? Alternatively, more accurately, did have a flash storage division? Pillar Data, acquired by Oracle back in 2011, was quietly shut down this week. No formal announcements, and little press coverage, as what is reportedly over 400 of Pillar’s employees were dismissed via a conference call, with only about a dozen left to manage the detritus left in its wake. 

 

Lenovo Earnings

• https://futurumresearch.com/lenovo-quietly-plows-forward-and-delivers-strong-fiscal-q1-results/

 

Alright...let’s get started.

 

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.