On this episode of The Six Five - On the Road, hosts Patrick Moorhead and Daniel Newman are joined by Pure Storage's Chairman and CEO Charles Giancarlo for a conversation on Pure Storage's advancements and strategic position regarding Artificial Intelligence (AI).

The discussion covers:

• The evolution of Pure Storage's stance on AI during Charles Giancarlo’s 7-year tenure

• Current state of Pure Storage's AI deployments

• The critical role of flash technology in driving AI innovation

• Insights into Pure Storage's partnership with NVIDIA

• Pure Storage's use of AI for enhancing storage operations for system users

• A deep dive into  Evergreen//One

On this episode of the Six Five - In the Booth, host Paul Nashawaty is joined by ZEDEDA's Erik Nordmark, Co-founder and CTO for a conversation on navigating the complexities of open source in the evolving landscape of edge computing at KubeCon Paris 2024.

Our discussion covers:

• The concerns surrounding open source and the Linux Foundation’s role in addressing them

• The impact of containers on legacy software and the role of Kubernetes in modern applications

• Insights into the customer journey toward adopting Kubernetes, containers, and edge computing

• Challenges specific to distributed edge computing, including issues related to physical security and connectivity

• The role of AI-enabled applications in processing data at the edge

Inside the Santiago Bernabeau Stadium, the home of Real Madrid, everything has become connected thanks to a Wi-Fi 6 network using Cisco technology. The network serves as the stadium's digital backbone, enabling transformation through AI to drive new fan experiences and operational efficiencies. In this episode of Connected, host Diana Blass explores how other businesses can do the same. Learn more in interviews with Real Madrid CIO Enrique Uriel, Cisco's Bob Everson, Cisco’s Matt Macpherson and AT&T's Mike Troiano.

On this episode of The Six Five — In the Booth, host Steven Dickens is joined by Intel's Markus Flierl, Corporate Vice President, Intel Developer Cloud, for a conversation about how Intel is bridging the gap between hardware prowess and cutting-edge software development with its Developer Cloud, especially in the realms of AI, security, and performance at the KubeCon Paris 2024 event.

The discussion covers:

• The role and vision behind Intel Developer Cloud and how it serves the developer community.

• Intel's expanding footprint in the software ecosystem, particularly at events like KubeCon.

• Enhancements in AI capabilities, performance, and security within Intel's software portfolio.

• The significance of Intel’s hardware and software synergy for Kubernetes developers.

• Intel's approach to ensuring data security in the age of prevalent AI technologies.

Learn more at Intel.

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:

NVIDIA GTC 2024

• https://twitter.com/PatrickMoorhead/status/1769838908823773309
• https://twitter.com/PatrickMoorhead/status/1769830465517605058
• https://twitter.com/PatrickMoorhead/status/1769828267572224010
• https://twitter.com/PatrickMoorhead/status/1769827927024447975
• https://twitter.com/danielnewmanUV/status/1770193573138587662
• https://twitter.com/danielnewmanUV/status/1769922189963501653
• https://twitter.com/danielnewmanUV/status/1769831329435091137
• https://twitter.com/danielnewmanUV/status/1769827402744516695
• https://twitter.com/danielnewmanUV/status/1769824783619743964
• https://twitter.com/danielnewmanUV/status/1769803530921992584
• https://twitter.com/danielnewmanUV/status/1770912556795773429

Broadcom “Enabling AI Infrastructure” Investor Meeting 2024

• https://twitter.com/PatrickMoorhead/status/1770487470724960511
• https://twitter.com/PatrickMoorhead/status/1770521331278528633
• https://twitter.com/PatrickMoorhead/status/1770906752025862432
• https://twitter.com/PatrickMoorhead/status/1770641173113180413
• https://twitter.com/PatrickMoorhead/status/1770634404085330213
• https://x.com/danielnewmanUV/status/1770569378016411881?s=20

Intel $20B Chips Act Funding

• https://twitter.com/PatrickMoorhead/status/1770471457854034039
• https://twitter.com/danielnewmanUV/status/1770471115749806239

Apple Sued by DoJ for Illegal Monopoly

• https://www.nytimes.com/2024/03/21/technology/apple-doj-lawsuit-antitrust.html
• https://apnews.com/article/apple-antitrust-monopoly-app-store-justice-department-822d7e8f5cf53a2636795fcc33ee1fc3
• https://twitter.com/PatrickMoorhead/status/1770617555725480333
• https://twitter.com/danielnewmanUV/status/1770851931449119120

Micron Tech Q2 FY24 Earnings

• https://twitter.com/danielnewmanUV/status/1770554006244659331
• https://investors.micron.com/news-releases/news-release-details/micron-technology-inc-reports-results-second-quarter-fiscal-2024
• https://twitter.com/patrickmoorhead/status/1742377962450653612?s=12&t=YiEHo6jc4-PozRf_efr9PA

Synopsys Investor Day 2024

• https://twitter.com/danielnewmanUV/status/1770550106066178523
• https://twitter.com/danielnewmanUV/status/1770547546148233285
• https://twitter.com/danielnewmanUV/status/1770546383344582801
• https://x.com/PatrickMoorhead/status/1770559958997995704?s=20

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 - On the Road, host Patrick Moorhead and Daniel Newman are joined by Microsoft’s Eric Boyd CVP, Azure AI Platform, and Brendan Burns CVP, Azure Kubernetes Service, for a conversation on how Microsoft is embracing open source for AI development and what it means for developers.

Our discussion covers:

• The significance of open source for developers creating AI applications

• Microsoft’s overarching vision and approach toward open source

• Practical examples of Microsoft’s initiatives with open source and AI

• Details on Microsoft's leadership with OpenAI and partnership with Mistral

• Utilizing Kubernetes services for AI app development and recommendations for getting started with these technologies

Learn more at Microsoft.

On this episode of The Six Five on AI, hosts Patrick Moorhead and Daniel Newman are joined by Samsung Semiconductor US's President Jinman Han, head of Samsung’s US Memory Business Jim Elliott, and head of Samsung’s US Foundry Business Marco Chisari, for a conversation on Samsung's approach to artificial intelligence. 

Our discussion covers:

• Samsung's overarching AI vision and how it's shaping the future of technology.

• The strategic approaches Samsung is employing to navigate the AI landscape.

• The target markets Samsung is focusing on within the AI sector.

• Challenges Samsung's customers encounter in AI implementation and how Samsung addresses these issues.

• An overview of Samsung's specific AI products or offerings and what makes them stand out in the market.

Learn more at Samsung Semiconductor.

On this episode of The Six Five - In the Booth, we are joined by Rocket Software's Phil Buckellew, President of Infrastructure Modernization, for a conversation on harnessing hybrid cloud strategies, enhancing security, and ensuring compliance within mainframe environments.

Our discussion covers:

• Rocket Software's approach to aiding customers in adopting a hybrid cloud strategy inclusive of mainframes.

• Strategies for customers to leverage their mainframe and enterprise data effectively with cloud technologies.

• Enhancements in security measures by Rocket for securing mainframes and other systems in hybrid cloud IT landscapes.

• Preparatory measures for compliance with emerging regulations such as DORA.

• Rocket Software's solutions to overcoming the hurdles of skills gap, agility, and automation in managing mainframe systems.

Learn more at Rocket Software.

On this episode of The Six Five, hosts Patrick Moorhead and Daniel Newman are joined by AWS's Holly Mesrobian, VP Serverless Compute for a conversation on the integration and future of AWS Serverless Compute, including Lambda, ECS, Fargate, and Event-Driven Architectures.

Our discussion covers:

• Navigating Kubernetes complexities with AWS Serverless

• Celebrating 10 years of AWS Lambda and its impact on customers

• How AWS Serverless changes application architecture towards event-driven models

• Integration of applications within the AWS portfolio akin to iPaaS

• Meeting the demands of Generative AI workloads with serverless solutions

Learn more at AWS.

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:

Oracle Q3 FY2024 Earnings

• https://x.com/danielnewmanUV/status/1767317282412232918?s=20
• https://investor.oracle.com/financials/default.aspx

Arm & Cadence Automotive Announcements

• https://newsroom.arm.com/news/new-automotive-technologies-2024
• https://newsroom.arm.com/automotive-enhanced-ip-portfolio
• https://www.cadence.com/en_US/home/company/newsroom/press-releases/pr/2024/cadence-collaborates-with-arm-to-jumpstart-the-automotive.html

Adobe Q1 FY2024 Earnings

• https://news.adobe.com/news/news-details/2024/Adobe-Reports-Record-Revenue-in-Q1-Fiscal-2024/default.aspx
• https://twitter.com/danielnewmanUV/status/1768381150844612716

AI Innovation at SxSW 2024: Better Open or Closed?

• https://x.com/PatrickMoorhead/status/1767310236350644386?s=20

MongoDB Q4 FY2024 Earnings

• https://investors.mongodb.com/news-releases/news-release-details/mongodb-inc-announces-fourth-quarter-and-full-year-fiscal-2024

Plus Secures Major L4 Trucking Win

• https://plus.ai/news-and-insights/plus-and-scania-man-and-navistar-partner-to-accelerate-global-commercial-deployment-of-level-4-autonomous-trucks
• https://www.youtube.com/watch?v=uPlrVQ2IlvA&t=24s
• https://traton.com/en.html

Six Five Summit 2024

• https://x.com/TheSixFiveMedia/status/1767221565706453088?s=20

https://thesixfivesummit.com/ 

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.