On this episode of The Six Five On AI, hosts Daniel Newman and Patrick Moorhead welcome Walter Sun, Global Head of AI at SAP for a conversation on SAP’s AI strategy.

Their discussion covers:

• An overview of SAP’s AI strategy 

• What makes SAP different from other existing language models in the market

• What challenges customers are facing and how SAP’s products and services are helping customers overcome those challenges

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:

Microsoft Finance AI

• https://twitter.com/danielnewmanUV/status/1763282381455196304
• https://www.microsoft.com/en-us/microsoft-copilot/microsoft-copilot-for-finance
• https://www.microsoft.com/en-us/microsoft-365/blog/2024/02/29/introducing-microsoft-copilot-for-finance-transform-finance-with-next-generation-ai-in-microsoft-365/
• https://www.cnbc.com/2024/02/29/microsoft-introduces-copilot-ai-chatbot-for-finance-workers.html

Salesforce Earnings and Trailblazer DX

• https://twitter.com/danielnewmanUV/status/1762948630372089889
• https://s23.q4cdn.com/574569502/files/doc_financials/2024/q4/CRM-Q4-FY24-Earnings-Press-Release-w-financials.pdf
• https://x.com/PatrickMoorhead/status/1763254180180103547?s=20
• https://www.cnbc.com/2024/02/28/salesforce-crm-q4-earnings-report-2024.html

Altera Spin-out and New Mid-range

• https://twitter.com/PatrickMoorhead/status/1763370780195492031
• https://www.intel.com/content/www/us/en/newsroom/news/intel-launches-altera-standalone-fpga-operation.html
• https://www.crn.com/news/components-peripherals/2024/intel-brings-back-altera-as-standalone-fpga-company
• https://www.intel.com/content/www/us/en/products/programmable.html#gs.58ubf7

HPE Earnings

• https://twitter.com/PatrickMoorhead/status/1763318368613060882
• https://twitter.com/danielnewmanUV/status/1763312588635402668
• https://investors.hpe.com/~/media/Files/H/HP-Enterprise-IR/documents/q1-2024/q1-2024-quarterly-results.pdf

HP Earnings

• https://twitter.com/danielnewmanUV/status/1763211079100837977
• https://investor.hp.com/news/press-release-details/2024/HP-Inc.-Reports-Fiscal-2024-First-Quarter-Results/default.aspx

Dell Technology Earnings

• https://twitter.com/PatrickMoorhead/status/1763314132953297182
• https://twitter.com/danielnewmanUV/status/1763328796030312909
• https://twitter.com/danielnewmanUV/status/1763315665149002082
• https://investors.delltechnologies.com/

Pure Storage Earnings

• https://twitter.com/danielnewmanUV/status/1763208169474384171
• https://investor.purestorage.com/financial-information/quarterly-results/default.aspx

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 In the Booth, hosts Daniel Newman and Patrick Moorhead welcome Stephen Rose, General Manager for Global Industries at IBM, and Alex Sinclair, CTO at GSMA at MWC 2024 for a conversation on generative AI adoption in the telecom industry.

Their discussion covers:

• An overview of the recent announcement regarding the partnership between IBM and GSMA 

• The challenges of generative AI adoption

• The importance of the accessibility of generative AI resources across the telecoms

• Which area within telecoms has the greatest potential to be transformed by AI

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 Q4 FY2024 Earnings

• https://investor.nvidia.com/home/default.aspx
• https://x.com/PatrickMoorhead/status/1760454290190004734?s=20
• https://x.com/PatrickMoorhead/status/1760427483235491877?s=20
• https://twitter.com/danielnewmanUV/status/1760653985361412332
• https://twitter.com/danielnewmanUV/status/1760487469328343447
• https://twitter.com/danielnewmanUV/status/1760443599341125759
• https://twitter.com/danielnewmanUV/status/1760443599341125759

Lenovo Q3 FY2024 Earnings

• https://investor.lenovo.com/en/global/home.php
• https://investor.lenovo.com/en/financial/results/presentation_2324_q3.pdf

Synopsys Q1 FY2024 Earnings

• https://investor.synopsys.com/financials/quarterly-results/default.aspx
• https://x.com/PatrickMoorhead/status/1760460017910575417?s=20
• https://twitter.com/danielnewmanUV/status/1760487469328343447 

What to Expect at MWC 2024

• AI-AI-AI
•  

Third Generation Arm Neoverse

• https://newsroom.arm.com/news/enabling-ai-infrastructure-on-arm
• https://x.com/PatrickMoorhead/status/1760465932986564887?s=20

Intel Foundry Direct Connect Event

• https://www.intc.com/news-events/press-releases/detail/1675/intel-launches-worlds-first-systems-foundry-designed-for
• https://x.com/PatrickMoorhead/status/1760342442530746749?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, hosts Daniel Newman and Patrick Moorhead welcome Sridhar Vembu, CEO at Zoho for a conversation on transnational localism, bootstrapping, and the future of AI.

Their discussion covers:

• An overview of the current tech landscape and Zoho’s strategy to navigate this landscape that’s being dominated by a few giants

• An insight into Zoho’s business strategy and outlook for 2024

• Sridhar Vembu’s thoughts on AI and how Zoho might incorporate AI in future projects

• The trend of Bootstrapping as a business strategy

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 Getting into DC AI ASIC Market?

• https://twitter.com/PatrickMoorhead/status/1757483843354079548
• https://www.cnbc.com/2024/02/09/nvidia-chases-30-billion-custom-chip-market-with-new-unit-reuters.html
• Custom ASIC: Broadcom & Marvell. Merchant ASIC: Intel Habana, Groq, UntetherAI

Upcoming IFS “Direct Connect” Event Preview

• https://twitter.com/PatrickMoorhead/status/1758139102439108752

Plus AI Open Auto Platform

• https://plus.ai/news-and-insights/plus-launches-open-platform-for-autonomy-to-scale-deployment-of-all-levels-of-autonomous-driving-technology

Cisco Q2 FY2024 Earnings

• https://twitter.com/danielnewmanUV/status/1758136567250776572
• https://twitter.com/danielnewmanUV/status/1757874967943761953
• https://twitter.com/danielnewmanUV/status/1757867283341279424
• https://twitter.com/PatrickMoorhead/status/1758492279239532803

Lattice Q4 FY2023 and 2023 Earnings

• https://twitter.com/danielnewmanUV/status/1757170965367206351
• Revenue: 3% miss; EPS: small beat, Forecast: $25M less than consensus
•  https://twitter.com/PatrickMoorhead/status/1758489528224907767

Cloudera Elevate 2025 SKO Event

• https://twitter.com/PatrickMoorhead/status/1757817666646008085
• https://twitter.com/danielnewmanUV/status/1757843125354037738
• Modern Data Platform, GenAI, Hybrid Cloud

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 – Insider, hosts Daniel Newman and Patrick Moorhead welcome Stu Pann, Senior Vice President and General Manager, Intel Foundry Services (IFS) at Intel for a conversation about the investment and innovation happening at IFS.  

Their discussion covers:

• Why Intel is pursuing the foundry services business

• An overview of IFS, what their offerings are, and what makes them stand out from the competition

• The latest on the CHIPS Act funding and other incentives

On this segment of The Six Five LIVE, host Patrick Moorhead welcomes Matt Barlow, CVP of Microsoft Surface Marketing, at CES 2024. They discuss Microsoft Copilot, AI PCs and OEM collaboration with Microsoft. 

Their discussion also covers:

• The excitement around AI PCs running Copilot experiences and benefits to productivity, creativity, and connectivity.

• How AI PCs represent the next super cycle

• The unique nature of the Windows ecosystem, with Microsoft leading and collaborating with brands like HP, Dell and Lenovo

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:

Zoho Day 2024

• https://twitter.com/TheSixFiveMedia/status/1755286357952303610
• https://twitter.com/PatrickMoorhead/status/1755246862578151586
• https://twitter.com/danielnewmanUV/status/1755320569422070049

Arm Q3 FY24 Earnings

• https://x.com/YahooFinance/status/1755696642093662631?s=20
• https://twitter.com/PatrickMoorhead/status/1755341092134797475
• https://twitter.com/PatrickMoorhead/status/1755339165703573569
• https://twitter.com/danielnewmanUV/status/1755342089548669373
• https://twitter.com/danielnewmanUV/status/1755338997839065457
• https://twitter.com/danielnewmanUV/status/1755336930315644950

Cohesity & Veritas Deal

• https://twitter.com/danielnewmanUV/status/1755606048885670234
• https://www.cohesity.com/press/cohesity-and-veritas-data-protection-business-to-combine-forming-a-new-leader-in-ai-powered-data-security-and-management/
• https://x.com/PatrickMoorhead/status/1755968270753038818?s=20

Apple Vision Pro First Impressions

• https://x.com/PatrickMoorhead/status/1754924083412639797?s=20
• https://twitter.com/PatrickMoorhead/status/1754910439970848796

Google Goes Gemini

• https://blog.google/products/gemini/bard-gemini-advanced-app/

Intel IFS - NVIDIA Tie-up?

• https://x.com/danielnewmanUV/status/1755692195993051248?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 segment of The Six Five LIVE, host Lisa Martin welcomes Steve Lucas, CEO of Boomi at CES 2024. They discuss Boomi AI, AI readiness, and the growth of the company.

Their discussion also covers:

• Steve’s strategic vision for Boomi and how it has come to life in the past year

• How Boomi is helping organizations become AI-ready with Boomi GPT and Boomi AI

• What is next for the company