On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Microsoft’s Matt Barlow, Corporate VP, Microsoft Windows + Surface Marketing, for a conversation on Microsoft's latest Copilot announcements, Generative AI, and Microsoft's vision for the future.

Their discussion covers:

• Microsoft’s latest Copilot announcements

• How Copilot can create new ways to monetize

• The differences in the ways consumer and commercial customers might leverage Microsoft Copilot

• Microsoft’s Generative AI vision, and Matt’s thoughts on the pace of the AI wave

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Microsoft’s Steven Bathiche, Technical Fellow, Windows & Devices, for a conversation on bringing AI to life for the Microsoft Event in NYC.

Their discussion covers:

• A look into how Steven’s team brought AI to life for this special event 

• Neural Processing Units (NPUs) and why developers should invest and be excited about the cloud to client capabilities 

• How this complex world of AI technology is making work and play easier for end users  

• How AI technology has advanced through today and what progress might be achieved three years from now

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Microsoft’s Colette Stallbaumer, General Manager, Modern Work Marketing for a conversation on the GA release of Microsoft 365 Copilot, harnessing the power of Generative AI responsibly, and unlocking productivity with Copilot during the Microsoft Event in NYC.

Their discussion covers:

• Microsoft 365 Copilot’s general availability release, coming November 1st

• The business value and use cases of Microsoft 365 Copilot

• Microsoft’s ability to help their commercial customers harness the power of Generative AI safely and unlock productivity in a secure way

• Microsoft’s plans to expand 365 Copilot to consumers and SMB

Telco services are vital to our everyday activities yet many operators face an uncertain future, challenged by the high volumes of data traffic on their networks and slow subscriber growth. Under pressure to develop new services and cut costs, operators have become the latest customer base to invest in Gen AI. In this episode of The Six Five Connected with Diana Blass, we explore the Gen AI solutions spearheaded by AT&T and DISH Wireless. We also chat with IBM about the infrastructure investments needed in a telco's network and operations for Gen AI to thrive.

On this episode of The Six Five – On The Road, sponsored by Intel, hosts Daniel Newman and Patrick Moorhead welcome Intel’s Jim Johnson, SVP, Client Computing Group and GM of Client Business Group, along with Jerry Kao, Chief Operating Officer at Acer Inc for a conversation on Intel’s largest client architectural shift in 40 years and what makes this shift so exciting for the future of AI-ready PCs.

Their discussion covers:

• Distinguishing features of Intel's Meteor Lake (MTL) architecture compared to prior platforms

• Impact of the new architecture on Acer's design paradigm

• Anticipated launch timeline for products featuring the new designs

• Intel's Vision for the future of AI-infused PC technology

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome ai.io’s Chief Product Officer Jonathan Lee, for a conversation on how AI is revolutionizing sports around the world and how ai.io leverages Intel’s AI solutions to democratize athletic scouting, development and insights for athletes across the globe.

Their discussion covers:

• ai.io AI application overview, poised to revolutionize the sports industry, including a concise explanation of its functionality

• AI's transformative influence on sports video analysis practices

• The process involved in optimizing ai.io's software platform for Intel silicon

• Compelling athlete success stories from traditionally underrepresented areas, showcasing opportunities for sports advancement.

• The ongoing exploration of intriguing applications for ai.io's technology

IAA MOBILITY put a spotlight on the unique driving experience that's unfolding with the arrival of EVs, an experience underpinned by technology that not only support a car's charging and its operations but continuously customizes the car to a driver's needs and its environments. The result? A software-defined vehicle. Learn more in this episode of Connected on The Six Five.

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:

Oracle Cloud World 2023

• https://x.com/danielnewmanUV/status/1704267972427276789?s=20
• https://x.com/PatrickMoorhead/status/1704521754901929999?s=20
• https://x.com/PatrickMoorhead/status/1704528065697890802?s=20
• https://x.com/PatrickMoorhead/status/1704530979069759982?s=20
• https://x.com/PatrickMoorhead/status/1704540699272822832?s=20
• https://x.com/PatrickMoorhead/status/1704559113286598754?s=20
• https://x.com/PatrickMoorhead/status/1704565308340715632?s=20
• https://x.com/PatrickMoorhead/status/1704567832053432637?s=20
• https://x.com/PatrickMoorhead/status/1704562799903654353?s=20
• https://twitter.com/danielnewmanUV/status/1704872261587517705

Microsoft AI and Surface Event

• https://x.com/danielnewmanUV/status/1704868957121896496?s=20
• https://twitter.com/PatrickMoorhead/status/1704873905821720648
• https://twitter.com/PatrickMoorhead/status/1704891618812219608
• https://twitter.com/PatrickMoorhead/status/1704869329198539023
• https://twitter.com/PatrickMoorhead/status/1704866011940262020
• https://twitter.com/PatrickMoorhead/status/1704864437994192924
• https://twitter.com/danielnewmanUV/status/1704888100571263434
• https://twitter.com/danielnewmanUV/status/1704870629193773529
• https://twitter.com/danielnewmanUV/status/1704868957121896496

Intel Innovation 2023

• https://x.com/PatrickMoorhead/status/1704159486079066352?s=20
• https://x.com/PatrickMoorhead/status/1704160751513121221?s=20
• https://x.com/PatrickMoorhead/status/1704165656118333722?s=20
• https://x.com/PatrickMoorhead/status/1704169055555612858?s=20
• https://x.com/PatrickMoorhead/status/1704178453459915133?s=20

Cisco Buying Splunk

• https://x.com/PatrickMoorhead/status/1704829460413845959?s=20

HP Foldable 17" PC

• https://www.engadget.com/hps-5000-spectre-fold-might-be-the-best-flexible-screen-laptop-yet-120039948.html

Apple’s Spectacular Failure to Replace Qualcomm

• https://www.wsj.com/tech/apple-iphone-modem-chip-failure-6fe33d19
• https://x.com/PatrickMoorhead/status/1705008075995058341?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 Intel’s Greg Lavender, CTO, SVP and GM of Intel SATG, and Sandra Rivera, EVP and GM Intel DCAI for a conversation on Intel’s AI Portfolio during Intel Innovation in San Jose, California.

Their discussion covers:

• What is unique about Intel’s AI strategy, and Intel’s focus on democratizing AI 

• How Intel customers are using Intel Gaudi2 accelerators today

• What Intel is doing to make it easier for developers to build AI solutions that run on Intel hardware

• What enterprises need to be doing to prepare for this coming wave of AI inferences

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Intel’s CEO, Pat Gelsinger for a conversation on the “Siliconomy” and how Intel is “Getting the Geek Back” by reinforcing their belief that InnovatiON is for developers, as well as the opportunities created by the generational shift AI.

Their discussion covers:

• What priorities CEO, Pat Gelsinger has been razor-focused on during his three-year tenure at Intel

• How Intel’s AI approach goes where others aren’t yet–AI on the PC, at the Edge, in the Enterprise, as well as the cloud and data center with a broader range of hardware and software

• An expanded look at Pat’s keynote highlights, including the new coined phrase “Siliconomy” 

• The main takeaways Intel hopes to deliver to developers over the course of the event