On this episode of The Six Five - Insider Edition, hosts Daniel Newman and Patrick Moorhead welcome Qualcomm’s CEO, Cristiano Amon, during Snapdragon Summit for an inside look at Qualcomm’s vision for AI, and what it means for individuals and enterprises, as well as how the company is approaching developing Generative AI at the edge.

Their discussion covers:

• Qualcomm’s vision for AI, with its potential to change our lives, including how we learn, work, and play and what it will mean for each of us – as individuals, as enterprises

• How Qualcomm is approaching developing generative AI at the edge and why on device so critical

• How generative AI impacts how we engage with our vehicles

• Qualcomm’s R&D history in AI and their AI processing capabilities on-device for several edge applications including smartphones and PCs

• How Qualcomm positioned to maintain a leadership role in the AI space

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:

Qualcomm Snapdragon Summit 2023

• https://twitter.com/PatrickMoorhead/status/1716895880127947181
• https://twitter.com/PatrickMoorhead/status/1716915259116830767
• https://twitter.com/PatrickMoorhead/status/1716923060803248304
• https://twitter.com/PatrickMoorhead/status/1716919866983330221
• https://twitter.com/PatrickMoorhead/status/1716905939943772324
• https://twitter.com/PatrickMoorhead/status/1716906583949734350
• https://twitter.com/PatrickMoorhead/status/1716894449836728810
• https://twitter.com/danielnewmanUV/status/1717256985236901951
• https://twitter.com/danielnewmanUV/status/1716906245112963390
• https://twitter.com/danielnewmanUV/status/1716903553447743835
• https://twitter.com/danielnewmanUV/status/1716899768847483001
• https://twitter.com/PatrickMoorhead/status/1717279255690924217

Microsoft Earnings

• https://twitter.com/danielnewmanUV/status/1716914101459554732
• https://www.microsoft.com/en-us/investor/earnings/FY-2024-Q1/press-release-webcast

NVIDIA Creating Arm-based SOC?

• https://twitter.com/PatrickMoorhead/status/1717235180103258389
• https://twitter.com/PatrickMoorhead/status/1716615826500129188
• https://twitter.com/danielnewmanUV/status/1716811474537222537

Google Earnings

• https://twitter.com/danielnewmanUV/status/1716917751196135802

Intel Earnings

• https://finance.yahoo.com/news/intel-q3-earnings-133239072.html

IBM Earnings

• https://twitter.com/danielnewmanUV/status/1717273676138353100
• https://www.cnbc.com/2023/10/25/ibm-q3-earnings-report-2023.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.

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:

Qualcomm & Google Announce RISC-V Wearable Platform

• https://www.linkedin.com/posts/patmoorhead_qualcomm-to-bring-risc-v-based-wearable-platform-activity-7120438777415704578-cGN8
• https://x.com/PatrickMoorhead/status/1714283223415673311?s=20

Lenovo 2023 Analyst Event

• https://x.com/PatrickMoorhead/status/1714344485944013175?s=20

Oracle Netsuite SuiteWorld 2023

• https://www.netsuitesuiteworld.com/
• https://www.forbes.com/sites/patrickmoorhead/2023/10/18/oracle-netsuite-aims-to-help-businesses-achieve-productivity-quantum/

US Bans China Export of More NVIDIA AI Cards

• https://x.com/PatrickMoorhead/status/1714267850712522806?s=20
• https://x.com/YahooFinance/status/1715021774880919931?s=20
• https://moorinsightsstrategy.com/research-notes/banning-nvidia-chips-in-china-likely-wont-deter-chinas-ai-progress/
• https://moorinsightsstrategy.com/research-notes/banning-nvidia-chips-in-china-likely-wont-deter-chinas-ai-progress/

AWS Chip Lab Tour

• https://x.com/danielnewmanUV/status/1715105105601524212?s=20
• https://x.com/PatrickMoorhead/status/1715101578133225873?s=20

SAP Q3 2023 Earnings

• https://www.linkedin.com/posts/daniellouisnewman_sap-announces-q3-2023-results-activity-7120539727664934912-H_VL

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 Jinman Han, President of Samsung Semiconductor, US for an inside look at Samsung Memory Tech Day happening in San Jose, California. They cover the driving forces changing the Memory business, including AI, as well as key innovations Samsung is showcasing at the event, and more. 

Their discussion covers:

• An overview of the event and what announcements and key innovations are taking center stage

• How the Memory business is changing and what new applications and verticals are driving Samsung’s approach to innovation

• The impact of AI on the Memory industry

• Insight into Samsung’s strategy in leading the Memory industry

#SamsungSemiconductor #Samsung #SamsungMemoryTechDay #semiconductors #AI #memory #SamsungFoundry #tech #sixfivewebcast #patrickmoorhead #danielnewman

On this episode of The Six Five – On the Road hosts Daniel Newman and Patrick Moorhead are joined by Dell’s Travis Vigil, Senior Vice President, ISG Portfolio Management and Varun Chhabra, Senior Vice President, ISG and Telecom, at Dell Tech’s “Bring AI to Your Data” Event, for a discussion on how Dell is empowering AI adoption and a closer look at their latest announcements.

Their conversation covers:

• Where Dell customers are heading with Generative AI and if the adoption rate is increasing

• What challenges customers are experiencing

• What Dell is doing differently and how Dell is driving Generative AI forward

• How this strategy is supporting what Dell announced earlier this month and today

• What Dell has in store for the future
  
  

Be sure to subscribe to The Six Five Webcast, so you never miss an episode.

Is intelligent infrastructure the key to autonomous cars? That’s the question we ask in the latest episode of The Six Five Connected with Diana Blass as we explore the use of LiDAR and smart cameras on the roads in Chattanooga, TN, home to the largest smart intersection projects in the United States. Hear from William Muller of Seoul Robotics, J Ed Marston of EPB, Dr. Mina Sartipi of the University of Tennessee Chattanooga with perspective from Daniel Newman of The Futurum Group.

Be sure to subscribe to our YouTube channel, so you never miss an episode of The Six Five Webcast.

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:

OpenText World 2023

• https://www.opentext.com/about/press-releases/opentext-ai-enables-smarter-organizations
• https://twitter.com/PatrickMoorhead/status/1712143447032058362
• https://twitter.com/PatrickMoorhead/status/1712133701361188990
• https://twitter.com/PatrickMoorhead/status/1711899044606509373
• https://twitter.com/danielnewmanUV/status/1712147902725050802
• https://twitter.com/danielnewmanUV/status/1712134681515159555

BoxWorks 2023

• https://blog.box.com/boxworks-2023-unlock-value-your-content
• https://twitter.com/MelodyBrue/status/1712094346491871542
• https://x.com/levie/status/1712093947630141729?s=46&t=YiEHo6jc4-PozRf_efr9PA

AMD Acquires Nod.AI

• https://www.cnbc.com/amp/2023/10/10/amd-acquires-nodai-ai-startup-as-it-seeks-to-catch-up-with-nvidia.html
• https://ir.amd.com/news-events/press-releases/detail/1159/amd-to-acquire-open-source-ai-software-expert-nod-ai

Adobe Max 2023

• https://news.adobe.com/news/default.aspx
• https://twitter.com/MelodyBrue/status/1711811174814417196

Microsoft Owes $29B to IRS?

• https://www.cnbc.com/amp/2023/10/11/irs-says-microsoft-owes-an-additional-29-billion-in-back-taxes.html

Google to Defend Gen AI Users From Copyright Claims

• https://finance.yahoo.com/news/google-defend-generative-ai-users-160320009.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.

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:

Intel Spins Out PSG FPGA Unit

• https://x.com/PatrickMoorhead/status/1709306411027448205?s=20
• https://twitter.com/danielnewmanUV/status/1709301180784902448

IBM AI Threat Detection

• https://www.prnewswire.com/news-releases/ibm-announces-new-ai-powered-threat-detection-and-response-services-301947761.html

Dell Securities Analyst Meeting 2023

• https://x.com/PatrickMoorhead/status/1709925158499062262?s=20
• https://x.com/PatrickMoorhead/status/1709924481592897990?s=20
• https://investors.delltechnologies.com/static-files/a572ce5e-4b0c-4066-9a8e-95be99224d84
• https://investors.delltechnologies.com/static-files/a572ce5e-4b0c-4066-9a8e-95be99224d84
• https://twitter.com/danielnewmanUV/status/1709930355824935397
• https://twitter.com/danielnewmanUV/status/1709925367098872126

HP Imagine Event 2023

• https://x.com/PatrickMoorhead/status/1709961793517297674?s=20
• https://press.hp.com/us/en/press-kits/2023/hp-imagine.html
• https://press.hp.com/us/en/press-releases/2023/hp-imagine.html

Pixel 8 - Who Should Care?

• https://www.linkedin.com/posts/patmoorhead_if-a-company-with-1-smartphone-market-share-activity-7115393755519598592-4I7y?utm_source=share&utm_medium=member_desktop

Zoomtopia 2023

• https://x.com/MelodyBrue/status/1709249642821808597?s=20
• https://x.com/MelodyBrue/status/1709245162696978870?s=20
• https://investors.zoom.us/news-releases/news-release-details/zoomtopia-2023-one-platform-delivering-limitless-human

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 first edition episode of The Six Five on AI, hosts Daniel Newman and Patrick Moorhead welcome Adobe’s Ashley Still, Senior Vice President & General Manager, Creative Cloud for a conversation on Adobe’s vision and strategy to empower creativity through AI technology.

Their discussion covers:

• How Adobe is enabling and empowering creativity through AI technology

• What challenges their target market and customers are facing, and how Adobe’s product offerings are solving those challenges

• An overview of Adobe’s AI-related products and offerings, and what makes them unique

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:

SAP New GAI Assistant, “Joule”

• https://news.sap.com/2023/09/joule-new-generative-ai-assistant
• https://www.sap.com/products/artificial-intelligence/ai-assistant.html
• https://x.com/PatrickMoorhead/status/1706798434810839119?s=20

Windows GAI Copilot Released to Billions

• https://blogs.windows.com/windowsexperience/2023/09/26/the-most-personal-windows-11-experience-begins-rolling-out-today/
• https://www.forbes.com/sites/moorinsights/2023/09/27/microsoft-aims-to-bring-ai-to-life-with-a-unified-copilot-experience/?sh=345403ea5e0b

AWS GAI Update

• https://x.com/PatrickMoorhead/status/1707439225291890813?s=20

T-Mobile First SIM-Based SASE

• https://x.com/PatrickMoorhead/status/1706795069251166348?s=20

IBM Granite GAI Watsonx Goes GA with Indemnity Protection

• https://newsroom.ibm.com/2023-09-28-IBM-Announces-Availability-of-watsonx-Granite-Model-Series,-Client-Protections-for-IBM-watsonx-Models
• https://x.com/PatrickMoorhead/status/1707431892704809467?s=20

Apple iPhone 15 Defects?

• https://x.com/PatrickMoorhead/status/1706055711392715022?s=20
• https://x.com/PatrickMoorhead/status/1707547524523831461?s=20
• https://www.wsj.com/tech/personal-tech/apple-new-iphone-15-overheat-dbd5171a
• https://www.bloomberg.com/news/articles/2023-09-27/apple-iphone-15-pro-users-complain-that-device-can-get-too-hot?srnd=undefined&sref=9hGJlFio#xj4y7vzkg

Amazon FTC

• https://www.nytimes.com/2023/09/26/technology/amazon-ftc-lawsuit-antitrust.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.