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.

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
  
  

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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.