OpenText World '24 = entering a new era of human potential. The Futurum Group's Mitch Ashley, VP and Practice Manager, DevOps and Application Development, shares his analysis and recaps some key takeaways from OpenText World 2024 in Las Vegas.

📻Tune in for Mitch’s insights on:

• Innovations in DevOps and Application Development

• Multi-cloud solutions to connect information silos 

• AI agents automating tasks & boosting productivity 

• Titanium X platform powering the next generation of OpenText apps 

• Commitment to security with data masking and biometrics 

• The Futurum Group's perspective on the future of technology

Find out why leading AI companies Pinecone and Weights & Biases are joining forces with Microsoft to empower developers and drive innovation. This episode of Six Five On The Road at Microsoft Ignite features Microsoft's Mike Hulme General Manager, Digital Apps and Innovation, Azure, Chris Van Pelt, Co-founder & CISO at Weights & Biases, and Lauren Nemeth, Chief Operating Officer at Pinecone with host Daniel Newman for a conversation on utilizing Microsoft's Azure AI Platform to build high-performance AI applications.

Their discussion covers:

• The extensive Azure AI toolchain including frameworks, databases, and LLM observability from leading ISVs

• Azure Native Integrations enhancing the developer experience with ISV services seamlessly in Azure

• The strategic partnership between Microsoft, Weights & Biases, and Pinecone to simplify AI app development

• The growing trend and Microsoft’s strategy in partnering with ISVs to bolster AI solution offerings

• How Pinecone and Weights & Biases aim to drive optimal outcomes through their Microsoft partnership

Catch the latest updates in this episode of Six Five On The Road at Microsoft Ignite. Hosts Patrick Moorhead and Daniel Newman are joined by Microsoft's Asha Sharma and Sarah Bird, for a conversation on new developments in Azure AI and its impact on developing generative AI applications.

Tune in as they cover 👇

• The Azure AI ecosystem for developers
• The evolution of generative and multimodal AI over the past year
• Azure’s solutions to customer needs and challenges building #GenAI apps
• Key announcements from Ignite, including Azure AI Foundry
• Strategies for building consumer trust in AI usage and the future of AI agents

🚨The Azure AI Foundry could be a game-changer for developers, IT pros, and AI engineers. Hosts Patrick Moorhead and Daniel Newman are joined by Microsoft's Scott Guthrie, EVP, Cloud+AI, for a conversation on how Microsoft Azure is driving value for customers by streamling AI app development and management, plus the latest announcements at Microsoft Ignite 2024. Watch for more details on 👇

• The value customers are finding in building AI applications on Azure across various industries

• Microsoft's commitment to empowering organizations to develop, manage, and scale AI applications with ease and security

• Insights into the evolving role and challenges of developers in the AI space, including the impact of tools like GitHub Copilot

• A look at the significance of Azure AI Foundry for simplifying AI app development and enhancing operational efficiency for IT professionals

• Microsoft’s approach to ensuring security and trust in AI applications, including new Azure VMs optimized for AI workloads and innovative security features

In this new Age of AI, enterprises now face unique challenges running AI apps in production. Hosts Patrick Moorhead and Daniel Newman are joined by Microsoft Azure's Jeremy Winter Chief Product Officer and CVP, Azure Core, and Rani Borkar, Corporate Vice President, Azure Hardware Systems & Infrastructure at Microsoft for this episode of Six Five On The Road. 📻Tune in to learn how Azure is paving the way for businesses to deploy and scale AI applications effectively.

Their discussion covers:

• Innovations across Azure's app and infrastructure platform to aid businesses in scaling AI applications
• The seamless developer experience provided by the integration of Azure's app and infrastructure stack
• The role of Azure’s custom silicon portfolio and industry partnerships in offering more choices to customers
•  The vital components beyond managing AI workflows, model selection, and performance for AI app scaling
• Insights from Microsoft Ignite about Microsoft's approach to application and infrastructure for AI

The complexity of rack-scale AI infrastructure is staggering, but Dell's expertise and build-to-order approach make it manageable. Host David Nicholson is joined by Dell Technologies' Eric Kuzmack, Senior Product Planner, AI Compute Systems, on this episode of the Six Five On The Road at SC24, for a conversation on the latest in rack-scale compute and management innovations.

Here's the TL;DR:

• Forget DIY. These racks are packing 130 horsepower and need serious liquid cooling. We're talking 3,000 lbs of hardware with complex network and cooling interconnects.

• Data centers need a MAJOR upgrade. Legacy facilities often lack the power, cooling, and even door size (!) to handle these beasts.

• Dell is leading the charge with customizable rack-scale solutions. They're helping enterprises design bespoke AI pods tailored to their exact needs and future growth.

Is your Generative AI strategy overlooking a critical vulnerability? Discover why data protection needs to be a top priority in the age of AI in this episode of the Six Five On the Road. Host Krista Case is joined by Dell Technologies' Kenneth Bachman, Director of Global Technology Office for a conversation on the critical aspects of data protection and compliance in the era of Generative AI (GenAI).

Their discussion covers:

• The necessity of considering data protection and cyber resiliency for GenAI early in the planning phase

• Understanding the evolving nature of AI and the implications for data protection amidst potential new regulations and compliance requirements

• Insights into Dell Technologies' approach to data protection for AI, demonstrating how AI integration within data protection strategies enhances cyber resilience

• The role of Dell's PowerProtect in safeguarding Scalable Architecture for Retrieval-Augmented Generation (RAG) workloads, highlighting a recently published technical white paper

Looking to harness the power of AI for developers? Azure is making it possible. Hosts Patrick Moorhead and Daniel Newman are joined by Microsoft Azure's General Manager of Digital Apps and Innovation Mike Hulme, and Mandy Whaley, Partner Director for Azure Dev Tools on this episode of Six Five Media On The Road for conversation on harnessing AI to empower developers and accelerate innovation.

📻 Tune in for more on:

• The transformative role of AI in the software development lifecycle, powered by Microsoft's leading developer platform

• Enhancements in GitHub Copilot, including new AI models and integrations, to streamline developer workflows

• GitHub Copilot for Azure: A gateway for developers to build, deploy, and manage Azure applications more efficiently

• Empowering new developers with AI app templates and in-editor guidance to simplify their entry into AI-driven development

• Strategic approaches for teams to adopt AI-assisted tools and maximize their development workflows

Can the company that hepled build the internet revolutionize AI? 🤔 Join host Diana Blass & Cisco leaders to learn how they're simplifying AI for businesses & building a more adaptable future. This episode of Connected features Cisco's Executive Vice President & Chief Product Officer Jeetu Patel,  Technical Leader, Marketing, DCN BU Joey Ristaino, Chief Strategy Officer Mark Patterson, Chief People, Policy & Purpose Officer Francine Kastoudas, and Tim Ormrod Director, Ormit Solutions, LTD - Splash Access sharing insights on Cisco’s strategy to overcome the hurdles of enterprise AI adoption by providing the tools and resources for partner organizations to build resilient and adaptable networks.

Their discussion covers:

• The progression of Cisco from internet pioneers to tech transformers in the AI era

• The significant role Cisco has played in shaping today's internet and their current focus on AI

• Insights from the Cisco Partner Summit, including strategic moves like the Splunk acquisition and a hefty investment in AI infrastructure

• The challenges and strategies around legacy systems, data privacy, and the promotion of industry-specific AI use cases and partner upskilling

• Predictions for the future of Cisco and the enterprise AI landscape

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 Technologies Analyst Event 2024

https://x.com/PatrickMoorhead/status/1854557515201089773

https://x.com/danielnewmanUV/status/1854289448349163685

https://x.com/danielnewmanUV/status/1854355117987803489

Qualcomm Q4FY24 Earnings

https://x.com/PatrickMoorhead/status/1854615326258045085

https://x.com/PatrickMoorhead/status/1854282372461842692

https://x.com/danielnewmanUV/status/1854274761129410890

https://x.com/danielnewmanUV/status/1854274761129410890

https://www.qualcomm.com/news/releases/2024/11/qualcomm-announces-fourth-quarter-and-fiscal-2024-results

Arm Q2FY25 Earnings

https://x.com/PatrickMoorhead/status/1854285659755757673

https://x.com/danielnewmanUV/status/1854276813008273757

https://x.com/danielnewmanUV/status/1854283326284034146

https://www.investopedia.com/arm-q2-fy2025-earnings-8740831

https://investors.arm.com/static-files/2fdf83c2-ea2b-4104-9f34-18750967240d

Coherent Q1FY25 Earnings

https://x.com/danielnewmanUV/status/1854538776522936528

https://x.com/PatrickMoorhead/status/1854577695998542086

https://www.coherent.com/company/investor-relations/financial-releases

https://finance.yahoo.com/news/coherent-corp-cohr-q1-2025-072454038.html

https://www.benzinga.com/news/earnings/24/11/41819463/coherent-analysts-boost-their-forecasts-following-better-than-expected-earnings

Lattice Q3FY24 Earnings

https://x.com/danielnewmanUV/status/1853581297173614905

https://ir.latticesemi.com/news-releases/news-release-details/lattice-semiconductor-reports-third-quarter-2024-results

https://finance.yahoo.com/news/lattice-semiconductor-third-quarter-2024-102513375.html

Meta Llama For Defense

https://x.com/PatrickMoorhead/status/1853597336091472368

https://www.capacitymedia.com/article/meta-makes-llama-ai-models-available-to-us-gov-defence-agencies

https://www.nytimes.com/2024/11/04/technology/meta-ai-military.html

Trump Expectations on Tech

https://www.barrons.com/articles/trump-tech-stocks-nvidia-taiwan-8858e0ad

https://www.techtarget.com/searchcio/news/366615226/Tech-industry-will-see-less-regulation-under-Trump

Solidigm 122TB SSD

https://x.com/PatrickMoorhead/status/1856784389184635043

https://www.businesswire.com/news/home/20241113019805/en/Solidigm-Extends-AI-Portfolio-Leadership-with-the-Introduction-of-122TB-Drive-the-World%E2%80%99s-Highest-Capacity-PCIe-SSD

https://www.tomshardware.com/pc-components/ssds/solidigm-reveals-122tb-ssd-the-worlds-highest-capacity-drive-for-ai-workloads-d5-p5336-offers-unlimited-write-durability

Cisco Q1FY25 Earnings

https://x.com/danielnewmanUV/status/1856823731399651491

https://x.com/PatrickMoorhead/status/1857088110040879204

https://investor.cisco.com/news/news-details/2024/CISCO-REPORTS-FIRST-QUARTER-EARNINGS/default.aspx

https://www.investors.com/news/technology/cisco-stock-cisco-earnings-news-q32024/

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.