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 Announces 14 Brand Stellantis Auto Win

• https://www.forbes.com/sites/patrickmoorhead/2022/04/14/qualcomm-wins-yet-another-major-automaker-with-its-digital-chassis-stellantis-with-14-brands-more-evidence-that-the-diversification-strategy-is-paying-off/
• https://bit.ly/3vnUBHX

 

Honeywell Aerospace UAS/UAM Tour

• https://twitter.com/PatrickMoorhead/status/1512473532399173632?s=20&t=zK3_z7ZCD0aHPxL278qy5w
• https://youtu.be/DBgq8qivRdU
• https://aerospace.honeywell.com/us/en/learn/supported-platforms/urban-air-mobility
• Honeywell Brings the Future of Urban and Advanced Aerial Mobility (futurumresearch.com)

 

Box Announces Canvas

• https://www.businesswire.com/news/home/20220412005454/en/Box-Announces-Box-Canvas-to-Power-Collaboration-Across-the-Hybrid-Workplace

 

DOJ Proposes Patent Protection Changes

• https://futurumresearch.com/research-notes/critical-proposed-change-to-patent-policy-to-potentially-impact-american-tech-companies/

 

Elon Goes Hostile on Twitter

• https://twitter.com/PatrickMoorhead/status/1514575215493357571?s=20&t=y0RfDuYO34bbJOZf3hr8Jg
• https://marketscale.com/industries/software-and-technology/can-an-elon-musk-owned-twitter-meet-its-free-speech-social-imperative/
• https://www.wsj.com/articles/elon-musk-suggests-changes-to-twitter-blue-subscription-service-11649605777

 

Apple’s Tim Cook Heads to Washington

• https://www.marketwatch.com/story/apples-cook-on-privacy-we-live-in-a-data-industrial-complex-built-on-surveillance-11649777526?mod=jon-swartz

 

Six Five Summit 2022 Event Overview

• https://thesixfivesummit.com/

 

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:

 

AMD Acquires Pensando

• https://twitter.com/PatrickMoorhead/status/1510967279818784769?s=20&t=RGF_uv-BkOPo9q12H8Ghaw
• https://futurumresearch.com/research-notes/amds-1-9b-acquisition-of-pensado/

 

Qualcomm Closes Arriver Acquisition

• https://www.youtube.com/watch?v=tgCVy1Wk9Qk

 

IBM Announces z16

• https://twitter.com/PatrickMoorhead/status/1510994689641562119?s=20&t=RGF_uv-BkOPo9q12H8Ghaw
• https://futurumresearch.com/research-notes/ibms-new-z16-mainframe-a-deep-dive/
• https://www.forbes.com/sites/patrickmoorhead/2022/04/05/ibm-z16--the-mainframe-is-dead-long-live-the-mainframe/?sh=5778a64f6ee9

 

LeaderShIP Event

• https://www.futurumresearch.com/research-notes/leadership-2022-sheds-a-light-on-critical-ip-innovation-national-security-challenges/
• https://youtu.be/vUe3LhItDCw

 

Azure Goes Arm with Ampere

• https://twitter.com/PatrickMoorhead/status/1511047817720385538?s=20&t=drg3sOCdAfvalkvzNHO1hA 
• https://azure.microsoft.com/en-us/blog/now-in-preview-azure-virtual-machines-with-ampere-altra-armbased-processors/
• https://amperecomputing.com/blogs/2022-04-04/ampere-altra-now-available-on-microsoft-azure-cloud-platform.html
• https://www.arm.com/company/news/2022/04/new-arm-based-cloud-services-from-microsoft-highlight-the-power-of-choice-in-computing

 

Six Five Summit

• www.thesixfivesummit.com

 

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 Arc Discrete Graphics Launch

• https://futurumresearch.com/research-notes/intel-launches-its-arc-a-series-gpus-for-notebooks/
• https://www.linkedin.com/posts/patmoorhead_gpus-mwc2022-ai-activity-6915003355220094976-VViP?utm_source=linkedin_share&utm_medium=member_desktop_web

 

Oracle HeatWave

• https://www.youtube.com/watch?app=desktop&v=a0m_M2yXOiM&feature=youtu.be
• https://www.forbes.com/sites/moorinsights/2022/03/29/heatwave-ml-real-time-intelligence-comes-to-mysql/

 

Intel Acquires Granulate

• https://www.techtarget.com/searchdatacenter/news/252515403/Intel-acquires-Granulate-to-boost-cloud-workload-speeds
• https://twitter.com/PatrickMoorhead/status/1509527271425683456?s=20&t=wrc3LOPl60203o2M_b6K7A
• https://www.intel.com/content/www/us/en/newsroom/news/corporate-news-march-2022.html?

 

Micron Earnings

• https://twitter.com/danielnewmanUV/status/1509134995700711427?s=20&t=pVaCdfjWKvZUiiAVOh9WIw
• https://twitter.com/danielnewmanUV/status/1508935516183580674?s=20&t=pVaCdfjWKvZUiiAVOh9WIw

 

Groq Day

• https://twitter.com/danielnewmanUV/status/1509604300628107265?s=20&t=pVaCdfjWKvZUiiAVOh9WIw
• https://twitter.com/PatrickMoorhead/status/1509595937827704847?s=20&t=-I5tbgTAPix8UOWgP-u5WA
• Note: Daniel Newman and Patrick Morhead are Groq investors.

In this episode, the Six Five issues the following corrections from the segment covering Groq Day. 

1. No customers participated as speakers or panelists at Groq day.

2. TPG is not an investor in Groq. 

3. Dr. Ford Tamer joined Groq's Board of Directors from Inphi not Xilinx.

IBM Quantum HSBC News

• https://newsroom.ibm.com/2022-03-29-HSBC-Working-with-IBM-to-Accelerate-Quantum-Computing-Readiness

 

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:

 

HPE GreenLake Event

• https://twitter.com/PatrickMoorhead/status/1506284686737301517?s=20&t=x0yFPUFnffRCkcHJ-IEmEA
• https://futurumresearch.com/research-notes/hpe-dazzles-with-host-of-new-hpe-greenlake-capabilities-and-partnerships/

 

Enterprise Connect

• https://twitter.com/PatrickMoorhead/status/1505928444382748680?s=20&t=x0yFPUFnffRCkcHJ-IEmEA

 

NVIDIA GTC 2022 Event

• https://twitter.com/PatrickMoorhead/status/1506676017276100610?s=20&t=x0yFPUFnffRCkcHJ-IEmEA
• https://futurumresearch.com/research-notes/nvidia-gtc-2022-keynote-unveilings-new-hopper-gpu-architecture-replacing-ampere-new-h100-hopper-based-gpus-debut-and-grace-cpu-superchips-make-a-big-splash/
• https://futurumresearch.com/research-notes/pluribus-unified-cloud-networking-envisions-unity-throughout-cloud-networking/

 

Adobe Earnings

• https://futurumresearch.com/research-notes/adobe-q1-delivers-record-revenue-on-diverse-growth-across-segments/

 

Luminar Buying Freedom Photonics

• https://twitter.com/PatrickMoorhead/status/1506009691221999616?s=20&t=x0yFPUFnffRCkcHJ-IEmEA
• https://futurumresearch.com/research-notes/luminar-acquires-freedom-photonics-maker-of-high-performance-laser-chips/

 

Microsoft Work Trends Index

• https://www.forbes.com/sites/danielnewman/2022/03/23/microsofts-2022-work-trends-index-exploring-hybrid-work-and-a-workforce-in-transition/?sh=563d84aec1a0

 

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. 

The Six Five hosts sit down with HPE CEO and President Antonio Neri as he shares more on the latest developments and outcomes the HPE GreenLake platform is delivering, from personalized experiences with real time analytics to accelerating time to market for new products.

To learn more, visit HPE GreenLake.

The Six Five team talks with HPE's Phil Mottram about how HPE Aruba's NaaS solutions help our partners and customers rapidly deliver networking services with a single platform for all connectivity.

To learn more, visit HPE GreenLake.

Listen to Tom Black and Omer Asad discuss how HPE is reinventing Storage as a Service to make it accessible to everyone; and how new data protection & ransomware recovery services are protecting customers' most valuable asset - data.

To learn more, visit https://www.hpe.com/us/en/greenlake.html

Come join Keith White where he will share an update on the momentum HPE is experiencing with HPE GreenLake Cloud Services solutions and how the company's Partner Ecosystem model is setting new industry standards across the hybrid world.

To learn more, visit https://www.hpe.com/us/en/greenlake.html

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:

 

Amazon Climate Pledge

• https://futurumresearch.com/research-notes/amazon-and-global-optimism-announce-the-climate-pledge-experiences-600-growth-showing-impressive-increase-in-commitment-to-climate-action/
• https://www.forbes.com/sites/patrickmoorhead/2022/03/16/momentum-for-amazons-climate-pledge-continues-to-snowball/?sh=78c440c01b69

 

T-Mobile/BMW Magenta Drive

• https://www.forbes.com/sites/patrickmoorhead/2022/03/17/t-mobile-introduces-first-5g-automotive-service-with-bmw-called-magenta-drive/?sh=19f4883f73ce

 

What Lies Ahead for Semis

 

Qualcomm Ventures and Metaverse Fund

• https://www.forbes.com/sites/patrickmoorhead/2022/03/17/qualcomm-ventures-had-a-banner-2021/?sh=370252ba39b0
• https://www.qualcomm.com/news/releases/2022/03/21/qualcomm-launches-100m-snapdragon-metaverse-fund?mkt_tok=Mzg1LVRXUy04MDMAAAGDS5cZZefQFg7SaU0vNLg3m7apm2r30H5ypKBOrt_kJGCPYawGNSJ42BTnI1xVOhb7PxleV4Y0MSPs06RUdNcom0jajoZ8_IMylZBGChdFdpeh-g 

 

Adobe Summit - Digital Economy Index

• https://www.forbes.com/sites/danielnewman/2022/03/18/pandemic-drove-huge-digital-economy-boom---and-its-not-done/?sh=7085cacb3380

 

Apple Flips and Flops

 

Display

• https://twitter.com/JoannaStern/status/1504443171127894024?t=STjScZsJqmFP4wFLViJ8lQ&s=19

 

Benchmarking 

• https://twitter.com/reckless/status/1504516638426779651?t=cPfcG-ncCRTYhQImU4-WKg&s=19
• https://twitter.com/firstadopter/status/1504465005864960002?t=WTgewb0IaXY7-z9o_M-LoQ&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. 

Talking with Kirti Gupta, Chief Economist & Vice President, Economic Strategy for Qualcomm Technologies Inc.

 

1. What is the job of the Chief Economist at Qualcomm? What do you do?

 

2. What is your take on inflation? Can you shed some light for us as an economist on the everyday economics?

 

3. Thanks to the global 5G standard, it is transforming industries and lives worldwide. Yet we hear talks of decoupling and bifurcation of markets and standards.  What are your thoughts on that?

 

4. BTW, watched your panel on the Economist Sustainability event recently. You talked about 5G enabling a greener and more sustainable economy. Sustainability is a hot topic currently. How does 5G support sustainability?

 

5. With the digital transformation in so many different sectors, the chipset shortage is becoming a real issue compounded by the pandemic and geopolitics.  What can be done?

 

6. You talk of IP protection being important for an innovation economy. What does that actually mean?

 

7. We heard you are hosting the LeadershIP in-person event in DC on April 5th. Lot of buzz on the event. What is LeadershIP and what is it about?

 

https://ipleadership.org/events/leadership-2022/

 

Qualcomm sponsored this video.

 

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.