The Six Five with Patrick Moorhead and Daniel Newman

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