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:

New York Times Sues Microsoft & OpenAI Over Copyright

• https://twitter.com/danielnewmanUV/status/174005092432292295
• https://x.com/PatrickMoorhead/status/1740066678841462799?s=20

Micron Q1 Earnings

• https://twitter.com/MoorInsStrat/status/1737926233860554998
• https://twitter.com/danielnewmanUV/status/1737881348151406782
• https://x.com/YahooFinance/status/1737592460870840827?s=20

Cisco Acquires Isovalent

• https://twitter.com/PatrickMoorhead/status/1737844460246196634
• https://www.techtarget.com/searchitoperations/news/366564394/Cisco-Security-Cloud-adds-Isovalent-for-multi-cloud-networks

2024 Watch List in Semis

2024 Watch List in AI

2024 Watch List in 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 – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Cloudera’s VP Products, Priyank Patel, during Cloudera Evolve NYC for a conversation on Cloudera’s launch of their AI ecosystem, its inaugural partners, and how this will ultimately serve their customers.

Their discussion covers:

• A closer look at Cloudera’s AI ecosystem launch– the partnerships, strategy and how this ecosystem will ultimately serve Cloudera’s customers

• How Cloudera’s partnerships with companies like NVIDIA, Pinecone, and AWS are evolving and serving its enterprise customers within this AI ecosystem

• Cloudera’s two-pronged approach of enabling AI and leveraging AI

• What’s next for Cloudera’s AI ecosystem, both for the company and for its customers

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:

Top Tech Trends 2024

• Monetizing AI - Less Talk, More $$$
• How AI progresses over 2024; Quantum evolution; HMC progression- more fabrics; metaverse?

Apple Watch Import Ban

• https://www.theverge.com/24006607/apple-watch-series-9-ultra-2-itc-import-ban
• https://www.washingtonpost.com/technology/2023/12/19/apple-watch-ban-series-9/
• https://www.wsj.com/video/series/on-the-news/what-the-apple-watch-import-ban-means-for-consumers-and-the-company/FD8633F0-B632-49D9-8638-A0241331FE5A

Salesforce World Tour 2023

• https://www.salesforce.com/news/press-releases/2023/12/14/unstructured-data-ai-search-einstein/
• https://salesforcedevops.net/index.php/2023/12/14/salesforce-world-tour-nyc-reporters-notebook/
• https://www.techrepublic.com/article/salesforce-world-tour-new-york-2023-einstein-copilot/

NVIDIA Responds to AMD Performance Numbers

• https://finance.yahoo.com/news/nvidia-fires-back-amds-ai-150350969.html
• https://www.fool.com/investing/2023/12/19/nvidia-fires-back-amd-ai-chip-claims-need-to-know/
• https://x.com/PatrickMoorhead/status/1736062631742521459?s=20

Adobe Pulls Figma Plug

https://twitter.com/PatrickMoorhead/status/1737295639204020490

https://twitter.com/danielnewmanUV/status/1737195569271951670

https://business.outlookindia.com/corporate/adobe-pulls-plug-on-historic-20-billion-figma-deal-cites-antitrust-approval-hurdles

What to Expect at CES 2024

• Wearables, drivables, and AI responsibility as well as AI PC, AI smartphones, AI smarthome, safer cars and two wheelers, AI, AI, AI… ; of course, bigger, better TVs, more immersive audio as we’ve seen for 56 year since 1967.
• https://www.ces.tech/

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 Victor Peng, President, and Mark Papermaster, Executive Vice President and Chief Technology Officer, Technology and Engineering at AMD for a conversation on the company’s long-term vision for pervasive AI across AMD’s portfolio.

Their discussion covers:

• How AMD’s customers are responding to the company’s AI vision

• The work AMD has done with their community to help AI software companies understand how AMD can power their AI workloads

• What has changed for ROCm to bring it up-to-speed for the industry

• The next big hot topics to look out for, from a software standpoint, beyond LLMs and generative AI

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Forrest Norrod, Executive Vice President and General Manager, Data Center Solutions Business Unit at AMD for a conversation on open data center infrastructure ecosystem for AI and AI hardware.

Their discussion covers:

• What AMD’s customers are excited about as this AI inflection point continues to grow, around AMD and their AI vision 

• AMD’s emphasis on the need for an open AI ecosystem (software, hardware) and how customers benefit from open ecosystems 

• The strategy behind combining CPUs, GPUs and Memory into a single package for AI and HPC workloads 

• The behind-the-scenes on AMD’s work on the exascale class supercomputers powered by AMD

• Where AI data centers may go in the future and the “next big thing”

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Lisa Su, Chair and Chief Executive Officer at AMD for a conversation on AI’s transformation of the industry and the market, as well as the ways AMD has advanced AI adoption through its ecosystem of products.

Their discussion covers:

• The market shifts around AI

• AMD’s progress on MI300X and its general availability, and what makes MI300X different from other AI accelerators in the market

• How AMD is approaching the software ecosystem

• What role Ryzen AI is playing in AMD’s data center training and inference, as well as end user devices and AI PCs

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Cloudera’s Chief Strategy Officer Ahbas Ricky, and AWS’s Director, Infrastructure Partnerships Mona Chadha, during Cloudera Evolve NYC for a conversation on building generative AI solutions on Cloudera with Amazon Bedrock.

Their discussion covers:

• The challenges customers face in getting their generative AI projects off the ground

• Cloudera’s & AWS’ collaboration to offer AI solutions for customers, including Cloudera CDP and Amazon Bedrock

• Some customer success stories on building generative AI solutions on Cloudera on AWS

• What the evolution of Cloudera and AWS looks like, and where the companies see the generative AI movement going next

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:

IBM and Albany NanoTech High-EUV

• https://research.ibm.com/blog/high-na-euv-lithography-albany
• https://www.wsj.com/tech/new-york-joins-ibm-micron-in-10-billion-chip-research-complex-475437b3
• https://www.bizjournals.com/albany/news/2023/12/11/albany-nanotech-semiconductors-ibm-micron-asml.html

Google Cloud AI Announcements

• https://www.axios.com/2023/12/13/google-cloud-thomas-kurian-gemini-ai-businesses
• https://twitter.com/ThomasOrTK/status/1735032322120880478
• https://twitter.com/ThomasOrTK/status/1734998554563752149
• https://twitter.com/ThomasOrTK/status/1734954905268256933
• https://cloud.google.com/blog/products/ai-machine-learning/bringing-gemini-to-organizations-everywhere

Intel AI Event

• https://twitter.com/PatrickMoorhead/status/1735087657552617699
• https://twitter.com/PatrickMoorhead/status/1735315663340670996
• https://twitter.com/PatrickMoorhead/status/1735317812866957631
• https://twitter.com/PatrickMoorhead/status/1735320612078313815
• https://twitter.com/PatrickMoorhead/status/1735324518002962610
• https://twitter.com/PatrickMoorhead/status/1735325387511538126
• https://twitter.com/PatrickMoorhead/status/1735331752640463093
• https://twitter.com/danielnewmanUV/status/1735317658772333036
• https://twitter.com/danielnewmanUV/status/1735327901380161778

Oracle Q2 FY2024 Earnings

• https://twitter.com/danielnewmanUV/status/1734349727032877267
• https://www.oracle.com/news/announcement/q2fy24-earnings-release-2023-12-11/

Plus AI Updates

• https://plus.ai/news-and-insights
• https://plus.ai/news-and-insights/iveco-plus-dm-drogerie-markt-and-dsv-launch-automated-trucking-pilot-in-germany

Adobe Q4 2023 Earnings; CMA Shows Up 18 Months

• https://twitter.com/danielnewmanUV/status/1735050944969367987
• https://www.nasdaq.com/articles/adobe-adbe-q4-earnings-revenues-beat-estimates-rise-y-y-1#:~:text=Adobe%20Inc.,Consensus%20Estimate%20of%20%245.01%20billion.
• https://www.gov.uk/cma-cases/adobe-slash-figma-merger-inquiry
• https://www.cnbc.com/2023/11/28/uk-regulators-say-adobes-figma-acquisition-could-harm-competition.htm

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.

Enterprise AI adoption is lagging, despite heavy interest and big investments in the technology. The top challenge? Outdated network infrastructure that can't accommodate AI workloads. In this episode of The Six Five Media Connected with Diana Blass, Diana heads to the Cisco Partner Summit in Miami, where she learns about the latest network innovation to hit the market.  Hear from Cisco's Chuck Robbins, Jeetu Patel and Alex Pujols, along with perspectives from analysts and Six Five co-hosts Daniel Newman of The Futurum Group and and Patrick Moorhead of Moor Insights & Strategy.

On this episode of The Six Five – Insider, hosts Daniel Newman and Patrick Moorhead welcome Chris Koopmans, Chief Operations Officer at Marvell Technology for a conversation on the growing performance demands of AI and infrastructure silicon for accelerated computing. 

Their discussion covers:

• How Marvell is reimagining data center architectures, from the ground up, under the growing performance demands of AI

• The key technologies Marvell is focusing on to enable the changes to data center architectures

• Marvell’s developments in chip IP, innovations in switching and optical technologies, and other solutions for accelerated computing