On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Cloudera’s CEO, Charles Sansbury, during Cloudera Evolve NYC for a conversation on how the next wave of generative AI runs on Cloudera, and how the company plans to drive this wave of innovation.

Their discussion covers:

• The key to Cloudera’s view of how the world is going to evolve, as informed by their customer conversations

• Hybrid architecture and the importance of mixing on-premises with cloud-based data

• What kind of limiting factors there are to deploying generative AI solutions with their data and how Cloudera is helping customers overcome that

• How the company is approaching growth and what the future holds at Cloudera in terms of partnerships, investments, and capabilities on the horizon

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Lenovo’s Giovanni Di Filippo, President of EMEA ISG and Dieter Kranzlmueller, Chair of the Board of Directors of the Leibniz Supercomputing Centre (LRZ) for a conversation on Lenovo’s partnership with the LRZ and how they are driving innovation forward in the High Performance Computing (HPC) space, together.

Their discussion covers:

• The Leibniz Supercomputing Centre’s (LRZ) role and objectives in advancing supercomputers and how the partnership with Lenovo helps drive strategy

• The advancements made with Lenovo’s partnership with the LRZ, driving innovation forward in the High Performance Computing (HPC) space together

• How Lenovo’s partnership with LRZ has evolved over this past year, and the milestones marking the progression of their partnership

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Lenovo’s Scott Tease, Vice President, GM High Performance Computing and AI, and Imperial College London’s Andrew Richards, Director of Research Computing Services for a conversation on Lenovo’s partner ecosystem, HPC and AI research during SC23 in Denver, Colorado.

Their discussion covers:

• Lenovo’s vast partner ecosystem in the public sector and the goal for the industry that drives these collaborations

• The current collaboration between Lenovo and Imperial College London

• An overview of Lenovo Neptune™ Water Cooling Technology and how it can help organizations reach their own sustainability goals

• How this technology will support High Performance Computing (HPC) and AI researchers in the future, given the tremendous potential impact and focus on empowering future generations of researchers and students

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Lenovo’s Sergio Severo, President and GM, ISG, North America and Simons Foundation’s Ian Fisk, Scientific Computing Core Co-Director, Flatiron Institute, for a conversation on Lenovo’s partnership and technology has supported the Flatiron Institute’s vision for “doing new kinds of science.”

Their discussion covers:

• Lenovo’s experience supporting researchers across education and technology through supercomputing and the partnership with Flatiron Institute

• How Lenovo’s technologies have supported the Flatiron Institute’s vision “for doing new kinds of science”

• How Lenovo’s partnership with NVIDIA delivered high-performance supercomputer, Henri, operated by the Flatiron Institute, which topped the Green500 List of the most power-efficient supercomputers in the world 

• How Lenovo’s achievements with the Henri supercomputer and collaboration with the Flatiron Institute fit into the company’s overall 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:

Microsoft’s Custom Silicon at Microsoft Ignite 2023

• https://x.com/PatrickMoorhead/status/1724823023742493183?s=20
• https://news.microsoft.com/source/features/ai/in-house-chips-silicon-to-service-to-meet-ai-demand/
• https://x.com/danielnewmanUV/status/1724821789228823018?s=20

Synopsys.ai Copilot

• https://x.com/PatrickMoorhead/status/1725236349341438171?s=20
• https://techcommunity.microsoft.com/t5/azure-high-performance-computing/bringing-generative-ai-to-semiconductor-and-electronics-design/ba-p/3982313
• https://news.synopsys.com/2023-11-15-Synopsys-Announces-Synopsys-ai-Copilot,-Breakthrough-GenAI-Capability-to-Accelerate-Chip-Design
• https://x.com/danielnewmanUV/status/1724887775151874491?s=20

Qualcomm AI 100 Ultra Card

• https://x.com/PatrickMoorhead/status/1724980903607181394?s=20
• https://www.qualcomm.com/news/onq/2023/11/introducing-qualcomm-cloud-ai-100-ultra

Supercomputing 2023

• https://x.com/PatrickMoorhead/status/1724564356443107556?s=20
• https://x.com/PatrickMoorhead/status/1724552294102876671?s=20
• https://x.com/PatrickMoorhead/status/1724486224096665840?s=20
• https://x.com/PatrickMoorhead/status/1724483110463529269?s=20
• https://x.com/PatrickMoorhead/status/1724273465262252072?s=20

Cisco Q1 FY 2024 Earnings

• https://x.com/danielnewmanUV/status/1724909854651724149?s=20
• https://x.com/PatrickMoorhead/status/1725272071129772201?s=20

Lenovo Q2 FY 2024 Earnings

• https://investor.lenovo.com//en/financial/results/presentation_2324_q2.pdf
• https://doc.irasia.com/listco/hk/lenovo/interim/2024/int.pdf
• https://investor.lenovo.com//en/financial/results/press_2324_q2.pdf
• https://x.com/danielnewmanUV/status/1725143986111701394?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 Microsoft’s Eric Boyd, CVP, Azure AI Platform, and Ross Kennedy, VP, Digital Natives, for a conversation about Microsoft’s AI approach and leadership from Microsoft Ignite 2023. 

Their discussion covers:

• What is driving the AI wave and how Microsoft is helping businesses adopt AI

• How Microsoft working with OpenAI to bring the latest genAI innovations to Azure

• Key Announcements from Ignite on Azure OpenAI 

• How startups and born-in-the-cloud companies are innovating with AI

• A look into how customers can keep up with the rapid pace of innovation

The chip market is heating up. The new battleground? On-device intelligence, as seen in the latest innovation unveiled at the Snapdragon Summit in Maui. In this episode of The Six Five Connected with Diana Blass, Diana takes you to Hawaii, where Qualcomm announced new chips for PCs and phones, the Snapdragon X Elite and the Snapdragon 8 Gen 3, which bring AI directly on-to the device. Hear about the game-changing value from Qualcomm's Cristiano Amon, Don McGuire and Alex Katouzian with perspective from Daniel Newman of The Futurum Group and Patrick Moorhead of Moor Insights & 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:

GlobalFoundries Q3 Earnings

• https://twitter.com/danielnewmanUV/status/1722186242580959535
• https://investors.gf.com/

Arm Q2 Earnings

• https://twitter.com/PatrickMoorhead/status/1722359864687571090
• https://twitter.com/danielnewmanUV/status/1722365154254266685
• https://www.cnbc.com/2023/11/08/arm-earnings-report-q2-2024.html

OpenAI Announcements

• https://twitter.com/PatrickMoorhead/status/1721722266273067366

IBM AI and Research Day

• https://twitter.com/PatrickMoorhead/status/1722703728891822533
• https://twitter.com/PatrickMoorhead/status/1722630297064554981
• https://twitter.com/PatrickMoorhead/status/1722625645803667496
• https://twitter.com/PatrickMoorhead/status/1722619472501256679
• https://twitter.com/danielnewmanUV/status/1722645843700752853
• https://twitter.com/danielnewmanUV/status/1722618130856603762

VMWare / IBM / OpenShift

• https://news.vmware.com/releases/vmware-explore-2023-barcelona-ibm-watsonx-private-ai

Synopsys RISC-V IP

• https://news.synopsys.com/2023-11-07-Synopsys-Expands-Its-ARC-Processor-IP-Portfolio-with-New-RISC-V-Family
• https://www.synopsys.com/glossary/what-is-risc-v.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 - Insider Edition, hosts Daniel Newman and Patrick Moorhead welcome Commvault’s Sanjay Mirchandani, President and CEO, for an inside look at Commvault’s announcement on the launch of Commvault Cloud, powered by Metallic AI and their upcoming virtual event, SHIFT: The Global Cyber Resilience Event, happening today at 10 am PT.

Their discussion covers:

• How the approach to cyber resilience differs from what others in the industry offer, and how Commvault is delivering AI innovation

• What is driving Commvault’s partnership ecosystem

• Why cyber resilience is so critical and how involved CEOs and Boards should be in assessing a company’s overall risk posture

• What the future holds for Commvault, and more details on today’s virtual event SHIFT: The Global Cyber Resilience Event

Learn more about SHIFT: The Global Cyber Resilience Event here and register today.

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:

 Cloudera Evolve

• https://x.com/SixFivePodcast/status/1720086857609035874?s=20
• https://x.com/danielnewmanUV/status/1720156676903371117?s=20
• https://x.com/PatrickMoorhead/status/1720092328684306579?s=20

Lattice Earnings

• https://x.com/danielnewmanUV/status/1719087842654138690?s=20
• https://x.com/PatrickMoorhead/status/1719096529711952341?s=20

Qualcomm Earnings

• https://x.com/danielnewmanUV/status/1719809600747192745?s=20
• https://x.com/PatrickMoorhead/status/1719816601418043682?s=20

AMD Q3 Earnings

• https://x.com/danielnewmanUV/status/1719459331756675236?s=20

AWS ML Capacity Blocks

• https://x.com/PatrickMoorhead/status/1720078571467952514?s=20

Apple Spooky Event and M3

• https://x.com/danielnewmanUV/status/1719389022840135978?s=20
• https://x.com/danielnewmanUV/status/1719145158455799870?s=20
• https://x.com/PatrickMoorhead/status/1719184817399480822?s=20
• https://x.com/PatrickMoorhead/status/1719152184011440584?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.