On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Jason Banta, Corporate VP and General Manager of Client OEM at AMD for a conversation on AMD’s AI PC vision, Ryzen AI processors, and the challenges and opportunities for the use of AI in business.

Their discussion covers:

• An inside look at AMD’s vision for the AI PC and what it can do for users

• What differentiates the Ryzen 8040 Series of processors from AMD

• The use of AI in business and what opportunities and challenges face business leaders and IT decision-makers today

• How AI adoption in the enterprise is evolving

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Cloudera’s Senior Director of Product Management David Dichmann, during Cloudera Evolve NYC for a conversation on how Cloudera is helping customers unlock their on-prem data and take advantage of the next wave of generative AI.

Their discussion covers:

• What the next wave of generative AI looks like from Cloudera’s perspective, particularly around Customer Experience

• The state of perceived risk versus overall value when it comes to generative AI adoption for enterprises today

• How businesses across industries can take advantage of this next wave of generative AI

• What Cloudera is doing to help customers get the most out of their on-prem data

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Harshal Pimpalkhute,Senior Product Manager, Generative AI, at AWS for a conversation on the latest announcements from Amazon Bedrock made at AWS re:Invent.

Their discussion covers:\

• A recap of the announcements made on Amazon Bedrock at AWS re:Invent and what’s new with customization

• An explanation of the new retrieval augmentation capability to connect foundational models to company data sources

• Agents for Bedrock and how this will most benefit customers

• The new guardrail capabilities

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:

Special Guests!

Lattice Development Conference

• https://twitter.com/PatrickMoorhead/status/1732223361865167307
• https://twitter.com/danielnewmanUV/status/1731696970614338043

Marvell IA Day

• https://twitter.com/PatrickMoorhead/status/1732199536318390373
• https://twitter.com/danielnewmanUV/status/1732088751072084420
• https://twitter.com/danielnewmanUV/status/1732199167622275075
• https://twitter.com/WillTownTech/status/1732089312915882280
• https://twitter.com/WillTownTech/status/1732104864145318330

Google Gemini AI 1.0 and New TPU

• https://twitter.com/PatrickMoorhead/status/1732431422928154721
• https://twitter.com/PatrickMoorhead/status/1732442376000733557
• https://twitter.com/danielnewmanUV/status/1732436310684815549
• https://twitter.com/danielnewmanUV/status/1732429551907795262

AMD Advancing AI Event

• https://cnbcmediahub.com/item/f05c1cf3-dcaa-4da2-a6b0-5ee00b9336d3
• https://twitter.com/PatrickMoorhead/status/1732461750648533057
• https://twitter.com/PatrickMoorhead/status/1732463182701359158
• https://twitter.com/PatrickMoorhead/status/1732464384444952667
• https://twitter.com/PatrickMoorhead/status/1732465193190650215
• https://twitter.com/PatrickMoorhead/status/1732465989865140669
• https://twitter.com/PatrickMoorhead/status/1732470185809113394
• https://twitter.com/PatrickMoorhead/status/1732473891829018947
• https://twitter.com/PatrickMoorhead/status/1732475472066613614
• https://twitter.com/PatrickMoorhead/status/1732482130729726090
• https://twitter.com/PatrickMoorhead/status/1732487897373438139
• https://twitter.com/PatrickMoorhead/status/1732489355208573025
• https://twitter.com/PatrickMoorhead/status/1732478111495975293
• https://twitter.com/danielnewmanUV/status/1732461382711607352
• https://twitter.com/danielnewmanUV/status/1732462741200531669
• https://twitter.com/danielnewmanUV/status/1732465635828056151
• https://twitter.com/danielnewmanUV/status/1732466022320665078
• https://twitter.com/danielnewmanUV/status/1732464826855866858
• https://twitter.com/danielnewmanUV/status/1732467256595280061

Broadcom Q4 FY23 Earnings

• https://cnbcmediahub.com/item/f05c1cf3-dcaa-4da2-a6b0-5ee00b9336d3
• https://investors.broadcom.com/news-releases/news-release-details/broadcom-inc-announces-fourth-quarter-and-fiscal-year-2023

AI Alliance Led by IBM and Meta

• https://twitter.com/PatrickMoorhead/status/1732077728160223695
• https://twitter.com/danielnewmanUV/status/1732035498741584064

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 Chetan Kapoor, Director at AWS EC2 for a conversation on AWS Generative AI Infrastructure announced at AWS re:Invent.

Their discussion covers:

• A recap of the announcements made on AWS Generative AI Infrastructure announced at AWS re:Invent

• AWS’s strategic partnership with NVIDIA

• An overview of AWS’s purpose-built accelerator, Trainium2

• How these key AWS differentiators compare to alternative options

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Varun Bijlani, Global Managing Partner, Hybrid Cloud Services Consulting at IBM and Jeff Calusinski, Senior Vice President and Chief Technology Officer at USAA for a conversation on the value of a Hybrid-by-Design cloud strategy for modernization. 

Their discussion covers:

• A look at IBM Consulting’s Hybrid Cloud Services and how they can assist clients in defining and executing their technology and cloud strategies

• The strategic partnership between IBM Consulting and AWS for the AWS GenAI solution

• USAA’s GenAI journey and their partnership with AWS, IBM, and Red Hat for modernization services

• IBM’s Hybrid-by-Design framework, how it can benefit clients like USAA, and how to get started

Learn more about IBM’s hybrid cloud solutions on the company’s website.

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Ken Exner, Chief Product Officer at Elastic for a conversation on their recently unveiled Elasticsearch Query Language and how it fits in with enterprises’ continuous deployment of GenAI.

Their discussion covers:

• The main challenges enterprises are encountering when interacting with data

• Elastic’s newly unveiled Elasticsearch Query Language (ESQL), dedicated to simplifying data investigation

• How Elasticsearch Query Language can be used as enterprises continue deploying GenAI

• Elastic’s outlook on GenAI’s impact on search and data management in the coming two to five years

Learn more about Elastic’s Elasticsearch on the company’s website.

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Roger Premo, General Manager, Corporate Strategy and Ventures at IBM and Deepak Singh, Vice President at AWS for a conversation on how the fast-growing partnership between the two companies has evolved, particularly around generative AI.

Their discussion covers:

• The client benefits resulting from the collaboration between IBM and AWS, emphasizing key projects and joint initiatives that exemplify their synergy

• The challenges organizations face in determining optimal locations and methods for deploying generative AI models

• The transformative impact of generative AI on IBM and AWS in their support of enterprise evolution

• An update on the IBM and AWS partnership and the latest announcements on joint innovation revealed at AWS re:Invent

On this episode of The Six Five – In the Booth, hosts Daniel Newman and Patrick Moorhead welcome Deepak Boppana, Sr. Director of Marketing at Lattice Semiconductor during the Lattice Developers Conference for an inside look at Lattice Semiconductor’s latest Avant FPGAs, designed for advanced connectivity like datapath applications, and flexible interface bridging and optimized compute for system expandability.

The demos include:

• A boot time demo, and how speed contributes to security and safety

• A low-power networking demo, and what types of applications benefit 

• A power consumption benefit demo

• A memory transfer demo and some real-world examples of how customers can benefit from the energy-efficiency aspects

See more demos on the Lattice Semiconductor website.

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Nick Otto, Head of Global Strategic Partnerships at IBM and Justin Copie, Owner and CEO at Innovative Solutions for a conversation on a new program from IBM Security, announced at AWS re:Invent 2023, aimed at service providers.

Their discussion covers:

• An introduction from Nick Otto as Head of Global Strategic Partnerships at IBM and Justin Copie as Owner and CEO at Innovative Solutions

• The partnerships between IBM, Innovative Solutions, and AWS

• A look at the new IBM Security’s program for service providers to help accelerate their adoption of IBM security software

• Innovative Solutions’ launch of a generative AI managed service, Managed Data Services (MDS), on top of AWS Bedrock, IBM Watson and Anthropic technologies to help with securely managing customer data

Learn more about IBM’s AI platform, watsonx, on the company’s website.