On this episode of The Six Five – On the Road, hosts Daniel Newman and Patrick Moorhead welcome Saadat Malik, VP and GM of Edge Computing, Software-Defined Edge Division, Broadcom, for a conversation on bringing compute capabilities to all edges in the technology landscape during MWC 2024.

Their discussion covers:

• How the edge computing space has evolved over the last two decades

• The integration of Edge Compute into the concept of the Software-Defined Edge

• The diverse environments where Edge Compute can be significant

• The benefits of unifying compute and connectivity at the edge for customers

• The major challenges customers face in deploying compute solutions at the edge

Learn more at Broadcom.

On this episode of The Six Five - On the Road, hosts Daniel Newman and Patrick Moorhead welcome Abe Ankumah, Head of SD-WAN & SASE, Software-Defined Edge Division, Broadcom, for a conversation on enabling secure, reliable, and ubiquitous connectivity with the Software-Defined Edge.

Their discussion covers:

• The role of SASE and SD-WAN in the Software-Defined Edge and how Broadcom, formerly VMware, is advancing this concept

• Introduction to the new single-vendor SASE solution unveiled at MWC by the SASE and SD-WAN team

• Features and expectations for the new VMware VeloCloud SASE, secured by Symantec.

• Predicted responses from managed service partners towards Broadcom's single vendor SASE solution

• Highlights from Broadcom's demonstrations on the show floor at MWC

Learn more at Broadcom.

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:

HP Amplify 2024

• https://twitter.com/PatrickMoorhead/status/1765410454128775441 
• https://twitter.com/PatrickMoorhead/status/1765445439296569626
• https://twitter.com/PatrickMoorhead/status/1765447870671683794
• https://twitter.com/danielnewmanUV/status/1765444175150121090

Broadcom Q1 FY2024 Earnings

• https://www.broadcom.com/company/news/financial-releases/61901
• https://twitter.com/danielnewmanUV/status/1766140195382894686

OpenAI - Non-Profit to Profit

• https://twitter.com/PatrickMoorhead/status/1764007261133733920

NVIDIA 3rd Most Valuable Company

• https://twitter.com/danielnewmanUV/status/1763940655644967367

Apple Reinforces its Monopolist Nature, Again

• https://x.com/PatrickMoorhead/status/1766495498284736786?s=20

AMD AI Chip in China

• https://twitter.com/danielnewmanUV/status/1765059754588799118 

Marvell Earnings Q4 FY2024

• https://www.prnewswire.com/news-releases/marvell-technology-inc-reports-fourth-quarter-and-fiscal-year-2024-financial-results-302083397.html
• https://twitter.com/danielnewmanUV/status/1766137543207100481

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, hosts Daniel Newman and Patrick Moorhead welcome Chris Moore, VP of Marketing for Micron’s Mobile Business Unit for a conversation on Micron’s newest mobile storage solution announced at MWC 2024, the future of on-device mobile AI and why semiconductor innovation is key to enabling AI at the edge.

Their discussion covers:

• Insights into Micron’s new mobile storage product announced at MWC 2024 and what this enables for the mobile ecosystem

• The role memory and storage play in enabling on-device AI for consumers’ smartphones

• The benefits and use cases for computing at the edge for consumers

• Chris’s thoughts on mobile trends, the future of mobile innovation, and challenges for the mobile ecosystem when it comes to AI innovation

On this episode of The Six Five In the Booth, hosts Daniel Newman and Patrick Moorhead welcome Andrew Coward, General Manager, Software Networking at IBM and Mark McDonald, VP, Wireless Networks at Bell Canada at MWC 2024 for a conversation on how generative AI is being used in the networking landscape.

Their discussion covers:

• The current state of wireless networking and what issues can be solved with AI

• How generative AI is currently used in networking and how will this change over time as the use of generative AI matures

• Thoughts from Andrew and Mark on how generative AI will transform both of their respective companies

Click here to learn more about IBM’s announcements at MWC.

On this episode of The Six Five - On the Road, hosts Patrick Moorhead and Daniel Newman are joined by HP's Sue Richards Division President, Home Print Business for a conversation on how the HP Smart Tank portfolio is revolutionizing printing technology for home and home office working spaces. Sue shares insights into the efficiency, high-quality, worry-free, and sustainable solutions HP offers.

Their discussion covers:

• Analysis of the primary printing needs for home and home office customers and HP's solutions

• Unique offerings and competitive edges of the HP Smart Tank Portfolio

• Exploring what constitutes an efficient, high-quality, and seamlessly integrated printing experience

• Features that position HP as the most user-friendly tank printer on the market

• The alignment of HP Smart Tank Portfolio with HP's sustainability goals

Learn more at HP.

On this episode of The Six Five - On the Road, hosts Patrick Moorhead and Daniel Newman  are joined by HP's Ian Pratt, Global Head of Security for Personal Systems. Ian will delve into HP’s groundbreaking announcement on the world’s first business PCs designed to safeguard firmware against quantum computer attacks, a significant step in cybersecurity. The conversation also explores the quantum threat to cryptography and the urgency for organizations to devise countermeasures.

The discussion covers:

• Understanding the quantum threat to cryptography.

• Identifying industries at high risk from quantum computing hacks.

• Strategies for organizations to commence preparations against future quantum threats.

Learn more at HP.

On this episode of The Six Five - On the Road, hosts Patrick Moorhead and Daniel Newman are joined by HP's John Gordon, Senior Vice President and Division President, HP Managed Solutions, and Faisal Masud, Senior Vice President and Division President, HP Digital Services, for a conversation on how happy, productive employees contribute to company success. Despite significant efforts by many firms to adapt to new work styles and enhance flexibility, employee productivity and satisfaction remain distressingly low. John and Faisal will dive deep into the current workforce dynamics and share HP Workforce Solutions' vision for delivering outstanding employee experiences.

Their discussion covers:

• The backgrounds of John Gordon and Faisal Masud and their respective new roles in the Workforce Solutions leadership team.

• Addressing the biggest challenges businesses face today and HP's strategies for tackling these issues.

• The critical role of HP’s channel partners in driving workforce transformation.

Learn more at HP.

On this episode of The Six Five - On The Road, hosts Patrick Moorhead and Daniel Newman are joined by HP's Vivian Chow, Vice President of Office Product Portfolio, for a conversation on revolutionizing printing in the modern office landscape. As hybrid work models continue to evolve, Vivian shares insightful trends impacting customers and channel partners, along with the necessity for a modern, flexible printing ecosystem.

The discussion covers:

• The unique opportunities presented by hybrid office setups for HP to be a trusted partner

• Key print needs for Small to medium-sized business customers and HP's differentiated offerings

• Growth opportunities for channel partners and HP's support in their market success

• The role of AI in printing and its implications for the future printing ecosystem

Learn more at HP.

On this episode of The Six Five - On The Road, hosts Patrick Moorhead and Daniel Newman   are joined by HP's Jim Nottingham, Senior Vice President and Division President. Jim shares thoughtful insights on how HP is gearing up to revolutionize artificial intelligence (AI) accessibility and innovation through its new Z by HP products and solutions. The discussion delves into HP's commitment to fostering the new era of AI at scale, emphasizing the democratization of AI, the progress of the Z by HP AI Studio, and the integration of AI in various industries through high-performance Z workstations.

The discussion covers:

• The importance of HP's announcements at HP Imagine and the new developments presented at APC for making AI more accessible and democratizing AI.

• The early-stage development of Z by HP AI Studio, its expected broader availability, and the feedback received from the AI Studio Lighthouse Account Program.

• The pivotal role of AI in industries like media and entertainment, product development and manufacturing, and architecture, engineering, and construction, through the utilization of Z workstations.

Learn more at HP.