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:

Dell Tech Q2 2024 Earnings

• https://twitter.com/PatrickMoorhead/status/1697368991759581260
• https://twitter.com/danielnewmanUV/status/1697348088737010158
• https://investors.delltechnologies.com/static-files/9a291f79-b86e-4ef2-9ad4-9b83cba26c8c

MongoDB Q2 2024 Earnings

• https://twitter.com/danielnewmanUV/status/1697372858198933663
• https://investors.mongodb.com/news-releases/news-release-details/mongodb-inc-announces-second-quarter-fiscal-2024-financial

Broadcom Q3 2023 Earnings

• https://twitter.com/PatrickMoorhead/status/1697364164023361963
• https://twitter.com/danielnewmanUV/status/1697349845047005336
• https://www.cnbc.com/video/2023/09/01/broadcom-adoes-not-have-a-lot-of-costs-to-cuta-analyst-says.html
• https://investors.broadcom.com/news-releases/news-release-details/broadcom-inc-announces-fourth-quarter-and-fiscal-year-2021

Elastic Q1 2024 Earnings

• https://ir.elastic.co/news-events/press-releases/press-releases-details/2023/Elastic-Reports-First-Quarter-Fiscal-2024-Financial-Results/default.aspx
• https://www.wallstreetzen.com/news/elastic-nv-estc-q1-2024-earnings-report-exceeds-expectations-driving-price-target-increase
• https://s2.q4cdn.com/265747582/files/doc_financials/2024/q1/Q1FY24-Investor-Presentation.pdf

Huawei's Mystery P60 Smartphone

• https://www.washingtonpost.com/technology/2023/09/02/huawei-raimondo-phone-chip-sanctions/
• https://www.pcmag.com/news/what-us-sanctions-huawei-mate-60-pro-launches-with-korean-memory-chip
• https://www.androidauthority.com/huawei-mate-60-pro-3358902/

Qualcomm IAA announcements; AWS-BMW Tie up

• https://twitter.com/danielnewmanUV/status/1699081097487823111
• https://twitter.com/danielnewmanUV/status/1699390097215353179
• https://twitter.com/danielnewmanUV/status/1699390245970567450
• https://www.cnbc.com/amp/2023/09/05/qualcomm-focuses-on-auto-and-ai-as-apple-business-faces-uncertainty.html
• https://www.qualcomm.com/news/releases/2023/09/qualcomm-and-aws-commit-to-long-term-co-innovation-to-advance-th
• https://press.aboutamazon.com/2023/9/the-bmw-group-selects-aws-to-power-next-generation-automated-driving-platform
• https://twitter.com/danielnewmanUV/status/1699017029267693874
• https://twitter.com/danielnewmanUV/status/1698699743424037180

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:

Google Cloud Next 2023

• https://twitter.com/danielnewmanUV/status/1696569467126378561?s=20
• https://twitter.com/PatrickMoorhead/status/1696965818729509138?t=S-01chmf0Py9m-ESYpVDgw&s=19
• https://twitter.com/PatrickMoorhead/status/1696568895497269293?t=8_yYPg3C1AVoio5d7dno8g&s=19
• https://twitter.com/PatrickMoorhead/status/1696564700853555704?t=f_M3n-FtTM9IXm_rfbLDnQ&s=19
• https://twitter.com/PatrickMoorhead/status/1696560601810587891?t=5O6DeFQxw5Mt3JLbMIZHVw&s=19

Intel Habana 2 Leads on Hugging Face Visual Model?

• https://twitter.com/danielnewmanUV/status/1696989509546856590?s=20
• https://twitter.com/PatrickMoorhead/status/1696979764001780149?t=Gloov6KMe14HG8ebjld_Gw&s=19

Pure Storage Q2 2024 Earnings

• https://twitter.com/danielnewmanUV/status/1696981977835163946?s=20
• https://twitter.com/PatrickMoorhead/status/1697021401239310819?t=peH9DyKQ4e5816czGVEFbg&s=19

HP Inc Q3 2023 Earnings

• https://twitter.com/danielnewmanUV/status/1696659692166992317?s=20
• https://twitter.com/PatrickMoorhead/status/1696643431022633370?t=BWL9rEpB8wpDJMadVFGjtg&s=19

HPE Q3 2023 Earnings

• https://twitter.com/danielnewmanUV/status/1696629058287870072?s=20
• https://twitter.com/PatrickMoorhead/status/1696667013266186269?t=gdQfQjhUNvvosswr7E_dGw&s=19

Salesforce Q2 2024 Earnings

• https://twitter.com/danielnewmanUV/status/1696979468072657252?s=20
• https://twitter.com/PatrickMoorhead/status/1697010647731720603?t=5BKs0dPx380HwMHnbJ-Ayg&s=19

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:

NVIDIA Q2 2024 Earnings

• https://twitter.com/PatrickMoorhead/status/1694446938517836011
• https://twitter.com/danielnewmanUV/status/1694445526312185992
• https://twitter.com/danielnewmanUV/status/1694457269793046609
• https://www.cnbc.com/2023/08/23/nvidia-nvda-earnings-report-q2-2024.html

Zoom Q2 2024 Earnings

• https://twitter.com/danielnewmanUV/status/1693736034670952942
• https://investors.zoom.us/news-releases/news-release-details/zoom-video-communications-reports-financial-results-second-0

Marvell Q2 2024 Earnings

• https://investor.marvell.com/2023-08-24-Marvell-Technology,-Inc-Reports-Second-Quarter-of-Fiscal-Year-2024-Financial-Results
• https://www.prnewswire.com/news-releases/marvell-technology-inc-reports-second-quarter-of-fiscal-year-2024-financial-results-301909561.html

VMware Explore 2023

• https://moorinsightsstrategy.com/research-notes/vmware-scales-up-its-ransomware-recovery-solution/
• https://www.forbes.com/sites/moorinsights/2023/08/23/vmware-explore-2023-extends-into-cloud-networking-and-security/?sh=6ed0a2807546
• https://twitter.com/PatrickMoorhead/status/1694030935443001431
• https://twitter.com/PatrickMoorhead/status/1694027888289525898
• https://twitter.com/PatrickMoorhead/status/1694026389526299024
• https://twitter.com/PatrickMoorhead/status/1694020771390365978
• https://twitter.com/PatrickMoorhead/status/1694403947140981243
• https://twitter.com/PatrickMoorhead/status/1693662348651942023
• https://twitter.com/danielnewmanUV/status/1694028321603109294
• https://twitter.com/danielnewmanUV/status/1694026809552306625

Oracle Cloud Joins VMware Cloud Universal Program

• https://www.oracle.com/news/announcement/oracle-cloud-infrastructure-joins-vmware-cloud-universal-program-2023-08-22/
• https://blogs.vmware.com/cloud/2023/08/22/announcing-oracle-cloud-vmware-solution-joining-vmware-cloud-universal/?
• https://www.vmware.com/products/cloud-universal.html

Arm Files F-1 in Front of IPO

• https://twitter.com/PatrickMoorhead/status/1693772754880016823
• https://twitter.com/danielnewmanUV/status/1694025311900614774
• https://www.sec.gov/Archives/edgar/data/1973239/000119312523216983/d393891df1.htm
• https://www.cnbc.com/2023/08/21/arm-ipo-what-it-means-for-ipo-market-softbank.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 – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Sergio Severo, President and General Manager, ISG, North America at Lenovo and Jim Francis, CTO, Houston Methodist, for a conversation on Lenovo’s partnership with Houston Methodist and the benefits of AI-driven technology in healthcare during VMWare Explore in Las Vegas.

Their discussion covers:

• Lenovo’s role in supporting and driving efficiency in data management in the healthcare sector, and how that role has progressed since breaking into the healthcare industry

• The challenges and/or burdens Houston Methodist experienced in the organization's data management processes, and how Lenovo’s solutions have helped

• The opportunity that the adoption of Lenovo’s AI-ready solutions present in simplifying data management operations and supporting the overall healthcare system

• How Lenovo’s technology supports improving cost efficiency and reducing burden on healthcare staff/patients, and how the benefits of AI-driven solutions manifest innovation and efficiency in the healthcare landscape

• How Lenovo’s role in the healthcare sector might evolve in the next few years

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Robert Daigle, Director of Global AI Business and Blake Kerrigan, GM of Global ThinkEdge Business Group at Lenovo, for a conversation on Lenovo’s AI Innovator’s program, their AI investment, and how Lenovo’s solutions simplify and improve AI-adoption.

Their discussion covers:

• What initiated Lenovo’s AI journey and how are Lenovo plans to stay ahead of the rapidly evolving AI competitor landscape

• How Lenovo’s AI Innovators program has outperformed its initial expectations and how the program expects to grow over time

• Why Ethical and Responsible AI is a primary focus area for Lenovo and what they are doing to ensure what they deliver is just that

• Lenovo’s perspective on the recent challenges or pain points they’ve observed in the adoption of AI and how Lenovo’s new solutions uniquely simplify and improve AI adoption

• The advantage of Lenovo’s edge portfolio in enabling AI-adoption and improving scalability at the edge

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Mike McDonough, Executive Director and GM, Software and Solutions at Lenovo for a conversation on AI-ready solutions during VMWare Explore in Las Vegas.

Their discussion covers:

• How Lenovo considers the role of AI infrastructure and AI-ready solutions when improving business operations and driving innovation

• The evolution of Lenovo’s partnership with VMWare and how the new AI offerings will support the delivery of critical data to enterprises and inform decision-making

• Lenovo’s announcement of the new generative AI joint solution with VMware to deliver the most GPU-dense platform and how this new solution will enable next-generation AI workloads

• Lenovo’s announcement of the first solutions from the joint Edge and Cloud Innovation Labs with VMware and the role these and future solutions driven by the Innovation Labs will have in serving new and existing customers

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Will Grannis, CTO of Google Cloud for a conversation on the latest from Google and Google Cloud, Generative AI and a preview of Google Cloud Next ‘23, happening later this month.

Their discussion covers:

• What to watch for at Google Cloud Next ‘23, happening August 29-31st in San Francisco

• An introduction to Will and his role, which sits between Customers and Technology

• How this current chapter for Google and Google cloud is unfolding from the customer perspective: Why Google Cloud?

• How Google Cloud is helping businesses take advantage of generative AI, from content generation and chat summarization, to building custom chat interfaces and digital assistants

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Chris Tobias, GM, Americas Technology Leadership/Global Platform ISV Account Team at Intel Corporation for a conversation during VMWare Explore in Las Vegas.

Their discussion covers:

• The evolution in the industry of running everything on the core CPU to now using more specific accelerators and how impacts Intel’s strategy

• Why Intel has chosen a cores and accelerator strategy for Xeon processors, and what workloads these accelerators address

• Details on their AI accelerator, Intel AMX 

• How Intel AMX compares to a discrete GPU, as well as software and frameworks

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:

Cisco Q4 2023 Earnings

• https://twitter.com/PatrickMoorhead/status/1691908610639720781?s=20
• https://twitter.com/danielnewmanUV/status/1691907333771702441?s=20
• https://seekingalpha.com/article/4629099-cisco-systems-inc-csco-q4-2023-earnings-call-transcript

Lenovo Q1 2024 Earnings

• https://www.reuters.com/technology/lenovo-revenue-falls-due-weak-pc-demand-2023-08-17/
• https://investor.lenovo.com/en/financial/results/presentation_2324_q1.pdf

Intel-Tower Deal Off - What’s Next?

• https://twitter.com/PatrickMoorhead/status/1692179942639796324?s=20
• https://twitter.com/PatrickMoorhead/status/1691799506998726714?s=20
• https://twitter.com/danielnewmanUV/status/1691898605588635720?s=20
• https://towersemi.com/
• https://money.cnn.com/2018/07/26/technology/qualcomm-nxp-merger-china/index.html

Synopsys Q3 2023 Earnings and New CEO

• https://twitter.com/PatrickMoorhead/status/1691959371209576823?s=20
• https://www.forbes.com/sites/patrickmoorhead/2023/08/17/synopsys-announces-record-quarter-raised-guidance-and-its-next-ceo/

Groq Chooses Samsung Over TSMC & IFS

• https://twitter.com/PatrickMoorhead/status/1691511919323049986?s=20

What Does Amazon Device’s Dave Limp Exit Mean?

• https://twitter.com/PatrickMoorhead/status/1691567219107328340?s=20
• https://www.aboutamazon.com/news/company-news/a-team-update-from-dave-limp
• https://www.aboutamazon.com/news/company-news/svp-dave-limp-to-retire-from-amazon

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:

NVIDIA Siggraph Announcements

• https://nvidianews.nvidia.com/news/gh200-grace-hopper-superchip-with-hbm3e-memory
• https://nvidianews.nvidia.com/news/nvidia-grace-hopper-superchips-designed-for-accelerated-generative-ai-enter-full-production
• https://www.nextplatform.com/2023/05/29/nvidias-grace-hopper-hybrid-systems-bring-huge-memory-to-bear/
• https://blogs.nvidia.com/blog/2023/08/08/siggraph-2023-special-address/

Zoom AI ToS Dust-up

• https://www.axios.com/2023/08/09/zooms-terms-service-changes-ai-fears
• https://blog.zoom.us/zooms-term-service-ai/
• https://www.linkedin.com/posts/ericsyuan_given-that-many-friends-have-reached-out-activity-7094824287336861697-CGMy/?
• https://futurumgroup.com/insights/zooms-changes-cause-confusion-on-when-data-is-used-to-train-ai/

GlobalFoundries Q2 2023 Earnings

• https://investors.gf.com/static-files/b05a3486-4452-4455-94b6-ae8a3a8634e0
• https://investors.gf.com/news-releases/news-release-details/globalfoundries-reports-second-quarter-2023-financial-results
• https://futurumgroup.com/insights/globalfoundries-q2-robust-performance-in-the-face-of-macro-concerns/

Salesforce Bring Your Own Model

• https://techcrunch.com/2023/08/04/salesforce-einstein-studio-lets-you-bring-your-own-model-starting-with-amazon-sagemaker/
• https://www.forbes.com/sites/danielnewman/2023/08/10/salesforce-sees-its-ai-prospects-grow-with-einstein-studio-and-byom/
• https://www.salesforce.com/news/stories/einstein-studio-ai-news/#:~:text=Salesforce

Groq Meta LLAMA-2 70B Param 100 tps Milestone

• https://www.prnewswire.com/news-releases/groq-first-to-achieve-100-tokens-per-second-per-user-on-meta-ais-llama-2-70b-leading-all-artificial-intelligence-solutions-providers-in-inference-performance-301895968.html

Qualcomm Wins First All-Electric Cadillac SUV Design

• https://www.qualcomm.com/news/releases/2023/08/snapdragon-digital-chassis-powers-2025-cadillac-escalade-iq--bri
• https://media.cadillac.com/media/us/en/cadillac/home.detail.html/content/Pages/news/us/en/2023/aug/0809-escaladeiq.html
• https://twitter.com/PatrickMoorhead/status/1689657227693391873?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.