On this episode of The Six Five – Insider, host Daniel Newman welcomes Sumit Sadana, Chief Business Officer and Executive Vice President from Micron Technology at CES 2024. They discuss the future of AI and its rapid advancement, and what this means for the memory and storage industry.

Their discussion covers:

• Micron’s view on AI

• What are the major impacts AI workloads have on Data Centers and how will it continue to change

• AI coming to devices and what role memory and storage plays

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 Q4 2023 Earnings

• https://x.com/PatrickMoorhead/status/1750890773602599120?s=20
• https://twitter.com/PatrickMoorhead/status/1750275916817682936
• https://twitter.com/danielnewmanUV/status/1750292092163604889
• https://newsroom.ibm.com/2024-01-24-IBM-RELEASES-FOURTH-QUARTER-RESULTS

Intel Q4 2023 Earnings

• https://twitter.com/PatrickMoorhead/status/1750625438865465603
• https://x.com/CNBCOvertime/status/1750637142533869848?s=20
• https://www.nasdaq.com/articles/intel-intc-q4-2023-earnings-what-to-expect

Intel IFS and UMC Deal

• https://twitter.com/PatrickMoorhead/status/1750518086229213446
• https://www.intc.com/news-events/press-releases/detail/1671/intel-and-umc-announce-new-foundry-collaboration

SAP Q4 2023 Earnings

• https://twitter.com/PatrickMoorhead/status/1749941796396732822
• https://twitter.com/danielnewmanUV/status/1750156271490044250
• https://www.sap.com/investors/en/calendar/2023/2024-01-24-q4-fy-financial-results.html

Apple Makes Changes Based on DMA

• https://x.com/PatrickMoorhead/status/1750700796851769525?s=20
• https://www.apple.com/newsroom/2024/01/apple-announces-changes-to-ios-safari-and-the-app-store-in-the-european-union/
• https://commission.europa.eu/strategy-and-policy/priorities-2019-2024/europe-fit-digital-age/digital-markets-act-ensuring-fair-and-open-digital-markets_en
• https://www.theverge.com/2024/1/25/24050200/apple-third-party-app-stores-allowed-iphone-ios-europe-digital-markets-act
• https://techcrunch.com/2024/01/25/apple-dma-changes/

ServiceNow Q4 2023 Earnings

• https://twitter.com/danielnewmanUV/status/1750288014524178563
• https://www.servicenow.com/company/media/press-room/fourth-quarter-full-year-2023-financial-results.html

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 Jack Weast, Vice President and GM for Intel Automotive at CES 2024. They discuss Intel’s automotive announcements that were made during CES and how AI is coming to the vehicle.

Their discussion covers:

• Intel’s ambitious growth plans in the automotive space 

• The silicon needs of a modern vehicle and why Intel’s offerings may interest automakers

• What prompted Intel to get involved on the power management side of the automotive industry

• Chiplet need and Intel's solution to the car chip crunch

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:

Davos 2024

• https://twitter.com/danielnewmanUV/status/1748131753854681331
• https://twitter.com/danielnewmanUV/status/1747952299144630424
• https://twitter.com/danielnewmanUV/status/1747662461811962247
• https://twitter.com/danielnewmanUV/status/1747160570640453835
• https://twitter.com/danielnewmanUV/status/1747581284992356632
• https://twitter.com/danielnewmanUV/status/1747276931295281629
• https://twitter.com/danielnewmanUV/status/1747210093291028602
• https://twitter.com/danielnewmanUV/status/1747163567814479975
• https://twitter.com/danielnewmanUV/status/1746937393993924707
• https://twitter.com/danielnewmanUV/status/1746898704336883725
• https://twitter.com/danielnewmanUV/status/1746866466803048475

Samsung Unpacked

• https://twitter.com/PatrickMoorhead/status/1747699010134302786
• https://twitter.com/PatrickMoorhead/status/1747699622435516624
• https://twitter.com/PatrickMoorhead/status/1747728653218447641
• https://twitter.com/anshelsag/status/1747691376651956721
• https://twitter.com/anshelsag/status/1747690418337440206
• https://twitter.com/PatrickMoorhead/status/1747692598901481495
• https://twitter.com/PatrickMoorhead/status/1747689421166830037
• https://twitter.com/PatrickMoorhead/status/1747686235613913163
• https://twitter.com/PatrickMoorhead/status/1747685325781233852
• https://twitter.com/PatrickMoorhead/status/1747684010254561611
• https://twitter.com/PatrickMoorhead/status/1747682309606957177

TSMC Earnings

• https://twitter.com/asiasquawkbox/status/1748177560427725123
• https://www.cnbc.com/2024/01/18/tsmc-q4-2023-earnings-report.html
• https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2024-01/02375f1560d204c5a5752bd98a6ecaff002dc98e/FS.pdf

IBM Acquires Advanced’s Application Modernization Assets

• https://www.streetinsider.com/Corporate+News/IBM+%28IBM%29+to+acquire+application+modernization+capabilities+from+Advanced/22644449.html

Synopsys Acquisition of ANSYS

• https://twitter.com/PatrickMoorhead/status/1747386136694014401
• https://twitter.com/PatrickMoorhead/status/1747286313638797433
• https://twitter.com/danielnewmanUV/status/1747262044276175004

Intel and DigitalBridge

• https://futurumgroup.com/insights/intel-and-digitalbridge-group-announce-the-formation-of-articul8/
• https://www.intel.com/content/www/us/en/newsroom/news/generative-ai-news-2024.html
• https://twitter.com/DBRG_Group/status/1742910877991399690

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 Christina Montgomery, Vice President and Chief Privacy & Trust Officer from IBM for a conversation on AI and the importance of her role in AI as Chief Privacy and Trust Officer.

Their discussion covers:

• An introduction from Christina Montgomery about her role and what it entails at IBM

• What role, as the Chief Privacy Officer, did she play in the development of IBM’s AI platform, watsonx

• What concerns clients have about AI and how is IBM addressing them

• Her recommendations on where organizations can begin when looking to adopt AI

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

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Audrey Mito, Group Manager Supply Chain and Fulfillment Transformation from Toyota Motor North America and Shobhit Varshney, VP and Sr. Partner, Americas AI GenAI IoT Leader from IBM Consulting for a conversation at CES 2024 on Toyota’s partnership with IBM to transform the automotive supply chain with AI.

Their discussion covers:

• A brief introduction from Audrey Mito and Shobhit Varshney and what their role is within their companies

• What Toyota and IBM are doing to bring business value with the new innovations presented at CES 2024

• An insight into Toyota’s partnership with IBM and how IBM can help Toyota build a more customer-centric supply chain to increase customer experience

• How Toyota and IBM are using AI and gen AI 

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Ruth Sun, Global Managing Director from IBM and Prashant Vithlani, Cloud Business Division Head from Samsung SDS America (SDSA) for a conversation at CES 2024 on Samsung SDSA’s collaboration with IBM to transform the cloud space with automation.

Their discussion covers:

• A brief overview of the collaboration between Samsung SDSA and IBM

• How Apptio and Turbonomic are helping to enhance the Samsung Cloud Platform

• What challenges the cloud industry might face in 2024 and how IBM and Samsung SDSA plan on addressing them

Explore more about the growing IBM and Samsung partnership here.

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:

CES 2024 Ruminations

AI PC:

• https://twitter.com/PatrickMoorhead/status/1744617425432441123
• https://x.com/PatrickMoorhead/status/1744827983888842768?s=20
• https://moorinsightsstrategy.com/research-notes/research-note-hp-at-ces-2024-new-premium-notebooks-and-gaming-peripherals/
• https://moorinsightsstrategy.com/research-notes/research-note-dell-at-ces-2024-new-xps-laptops-and-ultrasharp-monitors/

AI Automotive:

• https://moorinsightsstrategy.com/research-papers/research-paper-intel-focuses-anew-on-the-automotive-market-for-strategic-growth/
• https://x.com/PatrickMoorhead/status/1744865937109750255?s=20

XR:

• https://moorinsightsstrategy.com/research-notes/research-note-qualcomm-enables-4k-per-eye-xr-with-xr2-gen-2-platform-at-ces-2024/
• https://www.apple.com/newsroom/2024/01/apple-vision-pro-available-in-the-us-on-february-2/

Rabbit: 

Memory Market: Call it a Comeback?

• https://twitter.com/PatrickMoorhead/status/1742377962450653612

Arm’s “Blackhawk” New CPU Core

• https://twitter.com/PatrickMoorhead/status/1744575209561337885
• https://moorinsightsstrategy.com/research-notes/research-note-arms-blackhawk-cpu-is-an-audacious-plan-to-have-the-best-smartphone-cpu-core-this-year/

HPE Buying Juniper

• https://twitter.com/danielnewmanUV/status/1744859493765353502
• https://twitter.com/danielnewmanUV/status/1744807913204699483
• https://moorinsightsstrategy.com/research-notes/research-note-hpes-intended-acquisition-of-juniper-networks/

Mobileye Reset

• https://twitter.com/danielnewmanUV/status/1742920648899666307

GenAI Trends in 2024

• https://twitter.com/danielnewmanUV/status/1742979349152715168

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.

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