Ep. 243: Talking Adobe, Broadcom, Oracle, NVIDIA, Broadcom & Apple, Marvell, Lattice Semi The Six Five With Patrick Moorhead And Daniel Newman podcast

The Six Five with Patrick Moorhead and Daniel Newman

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محتوای ارائه شده توسط Daniel Newman and Patrick Moorhead. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Daniel Newman and Patrick Moorhead یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal

Species Unite

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Andrew Stein: Living with Lions 46:39

11 روز پیش46:39

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46:39

“If we march into that village and we start trying to persecute people for using poison, something that's very illegal, nobody's going to talk to us. We're not going to find out where the poison came from. We're not going to be able to shut anything down. We should take the approach that people are using poison because they're desperate, because they see no other alternative.” – Andrew Stein Andrew Stein is a wildlife ecologist who spent the past 25 years studying human carnivore conflict from African wild dogs and lions in Kenya and Botswana to leopards and hyenas in Namibia. His work has long focused on finding ways for people and predators to coexist. He is the founder of CLAWS , an organization based in Botswana that's working at the intersection of cutting-edge wildlife research and community driven conservation. Since its start in 2014 and official launch as an NGO in 2020, CLAWS has been pioneering science-based, tech-forward strategies to reduce conflict between people and carnivores. By collaborating closely with local communities, especially traditional cattle herders, CLAWS supports both species conservation and rural livelihoods—making coexistence not just possible, but sustainable.…

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The Six Five with Patrick Moorhead and Daniel Newman

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EP 258: From Intel's Altera Sale to HPE's Elliot Shake-up: Tech's Turbulent Week 44:32

۷ hours پیش44:32

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Buckle up! The Six Five Podcast is back, and Patrick Moorhead and Daniel Newman are diving headfirst into the week's tech news, from the latest AI showdowns to the escalating US-China trade war. Get ready for an action-packed breakdown! The handpicked topics for this week are: Tariff and Trade Policy Whipsaw : Analysis on the recent tariff changes and exemptions, highlighting the extreme volatility in trade policy and its immediate repercussions. Intel's Strategic Moves : The podcast covers Intel's decision to sell a majority stake in its Altera FPGA business to Silver Lake. This segment focuses on the implications of this move and the potential impact on Intel's future competitiveness in the AI and data center markets. HPE and Activist Investor Involvement : Talking Elliott Management's stake in HPE and the potential influence of this activist investor on the company's strategy. Plus, a comparison of HPE's performance against key competitors like Dell and Cisco gives context for understanding the investor's motivations. China and Advanced Chip Sales Debate : Pat and Dan engage in a simulated debate about the complexities of selling advanced chips to China. They weigh the potential economic benefits against the inherent national security risks, considering China's growing technological capabilities and long-term development strategies. Market Volatility and Banking Sector Performance : The podcast analyzes how the current policy volatility is impacting bank trading revenues. It also discusses broader market trends, including the delays in IPOs and overall M&A activity, within the context of the current economic climate. Predictions on Future Trade Deals: The hosts speculate on the likelihood and timing of potential upcoming trade agreements. They also discuss the increasing urgency for new deals to provide stability amid the current market conditions and to mitigate the potential for further economic disruption. For more background on each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.…

The Six Five with Patrick Moorhead and Daniel Newman

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EP 257: Google Cloud Next, Tariff Tango, and the Market Whipsaw 54:43

۷ روز پیش54:43

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"Is this Armageddon or just another Monday morning?" That's the question on everyone's mind as the tech world grapples with a whirlwind of AI hype, market volatility, and geopolitical maneuvering. Patrick Moorhead and Daniel Newman deliver their unfiltered perspectives on what's really happening. This week, they explore a handpicked selection of topics that go straight to the heart of the matter, including: Google Cloud Next & Enterprise AI : A look at Google Cloud's announcements from Next 2025, and the company's efforts to differentiate itself through solutions like the Ironwood platform and its approach to enabling enterprise AI adoption. Apple's Challenges with Tariffs : Analysis of Apple's vulnerability to US-China trade tensions and manufacturing relocation difficulties. A Market in Turmoil : The conversation delves into the recent market downturn, exploring the complex interplay of trade wars, economic uncertainty, and investor sentiment. The Tariff Tango : Is Trump's tariff strategy a 4D chess masterclass or a dangerous game of roulette? The hosts debate the potential consequences for the US economy and its global trading relationships. Big Tech's Balancing Act : Amidst the chaos, the long-term outlook for tech giants like the MAG7 is examined, considering their resilience, growth potential, and ability to capitalize on AI-driven efficiencies. For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.…

The Six Five with Patrick Moorhead and Daniel Newman

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EP 256: Wall Street Meltdowns, Intel Vision, Tech Rumors & the AI Energy Challenge 52:11

14 روز پیش52:11

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Is this the end, or just the beginning of a new chapter? This week on The Six Five, hosts Patrick Moorhead and Daniel Newman discuss the turbulent waters of a market reeling from trade war escalations and looming recession fears. But amidst the chaos, a long-term narrative emerges: the unstoppable force of AI. The handpicked topics for this week are: Microsoft Copilot Consumer Announcements : A breakdown of Microsoft's latest consumer-focused Copilot features and their potential impact on user adoption and competition with other AI assistants. Qualcomm's IoT Expansion : An overview of Qualcomm's acquisitions and strategies to build out its presence in the industrial IoT and edge computing sectors, focusing on the growing importance of edge data for AI. Intel Vision Event Recap : A discussion of Intel's Vision event, with a focus on new CEO Lip-Bu Tan's messaging and the company's strategy for competing in the AI-driven future. TSMC and Intel Partnership Rumors : A debate on the potential partnership between TSMC and Intel and an exploration of pros and cons for Intel and national security implications. Bulls and Bears: Market Volatility :An analysis of the current market downturn, the factors driving investor uncertainty, and the long-term outlook for major tech companies amid this volatility. AI's Power Consumption Problem and Solutions : An off-the-record discussion about the increasing energy demands of AI and the potential solutions being explored to address this challenge. For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.…

The Six Five with Patrick Moorhead and Daniel Newman

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EP 255: From Intel to Innovation: Pat Gelsinger's New Ventures 47:58

21 روز پیش47:58

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From OpenAI’s $300 Billion Valuation to shake-ups at Intel and more, hosts Patrick Moorhead and Daniel Newman dive into the week's biggest tech stories with a very special guest: Pat Gelsinger. Get ready for insights and unfiltered perspectives you won't hear anywhere else. The handpicked topics for this week are: AI Model Mania: From the latest from OpenAI, Microsoft, and Google, we break down the key AI announcements and what they mean for the future of the industry. The OpenAI Valuation Debate : Is OpenAI's $300 billion valuation justified? We go head-to-head on this hot topic, exploring the factors driving investor enthusiasm and potential risks. Pat Gelsinger's Next Chapter : We sit down with Pat Gelsinger to discuss his new roles as Executive Chairman of Gloo and General Partner at Playground Global, delving into his passion for deep tech innovation and the future of faith-based technology. Semiconductor Sovereignty: Pat Gelsinger shares his views on the critical importance of US semiconductor manufacturing and the ongoing efforts to strengthen domestic supply chains. Powering the AI Revolution : The increasing power demands of AI, and the crucial need for more efficient computing architectures to sustain future growth. For a deeper dive into each topic, please click on the links above. Be sure to Six Five Media so you never miss an episode of The Six Five Pod.…

The Six Five with Patrick Moorhead and Daniel Newman

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EP 254: Unpacking GTC: Nvidia's AI Dominance and the Hyperscaler Challenge 57:18

28 روز پیش57:18

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Hosts Patrick Moorhead and Daniel Newman are back on Episode 254 of The Six Five Pod. They discuss the tech news stories that made headlines this week, with key takeaways from the NVIDIA GTC conference, macroeconomic signals in big tech, and more. The handpicked topics for this week include: NVIDIA's GTC 2025: Taking AI beyond the hype, Jensen Huang's vision for enterprise AI is promising. The rapidly expanding hardware pipeline is setting the stage for a dramatic market shift. But can these companies deliver? AI Chip Showdown: NVIDIA's dominance isn't going unchallenged. Hyperscalers are building their own chips, sparking a debate on whether the AI chip landscape is about to get a lot more competitive. Google's Wiz Deal: Risk vs. Reward? A $32 billion gamble raises crucial questions. Will regulators allow it? And does this move signal a new era of tech M&A, or is it a regulatory minefield? MAG7 in the Hot Seat: Market uncertainty is hitting the tech giants hard, MAG7 are looking a little less shiny ✨Is the time to buy NOW? Or is this just the beginning of a larger correction? SoftBank's AI Play: The Ampere acquisition hints at a strategic power move. Is SoftBank building an AI empire, and what does it mean for the future of data center tech? Watch the full episode and be sure to subscribe to The Six Five Pod so you never miss an episode.…

The Six Five with Patrick Moorhead and Daniel Newman

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Ep. 253: Navigating Market Volatility: Tech Moves and Looming Tariffs 42:46

۵ weeks پیش42:46

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On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the latest tech news stories that made headlines. This week’s handpicked topics include: ServiceNow's major acquisition of Moveworks https://www.reuters.com/technology/servicenow-buy-ai-firm-moveworks-29-billion-tap-new-customers-2025-03-10/ Intel's new CEO: Lip-Bu Tan takes charge https://x.com/danielnewmanUV/status/1899153069470011865 https://x.com/PatrickMoorhead/status/1900229243524833302 https://www.linkedin.com/posts/daniellouisnewman_intel-ceo-activity-7305692820848136193-xUr-?utm_source=share&utm_medium=member_desktop&rcm=ACoAAA84rLgBlQEgE9kmL8ASHTy8Nkn-OcyGjwc https://x.com/YahooFinance/status/1899934659716202665 https://finance.yahoo.com/video/intel-ceo-brings-stability-investors-133356850.html TSMC's rumored joint venture in the U.S. https://www.reuters.com/technology/tsmc-pitched-intel-foundry-jv-nvidia-amd-broadcom-sources-say-2025-03-12/ Oracle's earnings miss amid the recent “market meltdown” https://www.cnbc.com/video/2025/03/10/oracle-misses-on-quarterly-results-raises-dividend-by-25-percent.html Adobe's record revenue but cautious guidance https://finance.yahoo.com/news/adobe-stock-tumbles-despite-record-120849371.html AI trade and recession risks https://x.com/danielnewmanUV/status/1900288442795479151 https://x.com/PatrickMoorhead/status/1898127308332187715 Watch the full episode and be sure to subscribe to The Six Five Pod so you never miss an episode.…

The Six Five with Patrick Moorhead and Daniel Newman

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Ep. 252: We are Live! Talking MWC, Salesforce, Broadcom, Marvell, HPE, Tariffs & Tech 52:54

۶ weeks پیش52:54

52:54

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) 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. Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking: MWC Wrap-Up https://x.com/PatrickMoorhead/status/1897644077958725984 https://x.com/PatrickMoorhead/status/1896980302494621856 https://x.com/PatrickMoorhead/status/1897271496063537479 https://x.com/PatrickMoorhead/status/1897260017260118242 https://x.com/PatrickMoorhead/status/1897275407956631987 https://x.com/PatrickMoorhead/status/1897315734075928768 https://x.com/PatrickMoorhead/status/1897324890929422364 https://x.com/PatrickMoorhead/status/1897327150585528503 https://x.com/danielnewmanUV/status/1897768085433495572 Salesforce Agentforce 2dx https://www.salesforce.com/news/press-releases/2025/03/05/agentforce-2dx-news/ https://venturebeat.com/ai/salesforce-launches-agentforce-2dx-pushing-autonomous-ai-deep-into-enterprise-workflows/ https://www.cio.com/article/3840122/salesforce-takes-on-hyperscalers-with-agentforce-2dx-updates.html https://www.cxtoday.com/crm/salesforce-launches-agentexchange-strengthens-agentforces-ecosystem/ Broadcom Q1FY25 Earnings https://x.com/danielnewmanUV/status/1897318547245662290 https://x.com/danielnewmanUV/status/1897759473483288852 https://investors.broadcom.com/news-releases/news-release-details/broadcom-inc-announces-first-quarter-fiscal-year-2025-financial https://www.cnbc.com/2025/03/06/broadcom-avgo-earnings-report-q1-2025-.html https://www.investors.com/news/technology/avgo-stock-broadcom-fiscal-q1-2025-earnings/ https://finance.yahoo.com/news/broadcom-forecasts-second-quarter-revenue-212446731.html Marvell Q4FY25 Earnings https://investor.marvell.com/2025-03-05-Marvell-Technology,-Inc-Reports-Fourth-Quarter-and-Fiscal-Year-2025-Financial-Results https://www.barrons.com/articles/marvell-technology-earnings-stock-price-9d0fa9cd https://www.investors.com/news/technology/mrvl-stock-marvell-misses-q1-sales-whisper-number/ https://finance.yahoo.com/news/marvell-plunges-forecast-trails-loftiest-214523669.html HPE Q1FY25 Earnings https://x.com/danielnewmanUV/status/1897764313768825021 https://www.hpe.com/us/en/newsroom/press-release/2025/03/hewlett-packard-enterprise-reports-fiscal-2025-first-quarter-results.html https://www.cnbc.com/2025/03/06/hewlett-packard-enterprise-hpe-q1-earnings-report-2025.html https://finance.yahoo.com/video/hpe-stock-sinking-over-mixed-212020407.html https://www.investors.com/news/technology/hpe-stock-hpe-earnings-q42024/ Tariffs Impact on Tech https://x.com/PatrickMoorhead/status/1897209988910551359 https://x.com/danielnewmanUV/status/1896605525221245318 https://x.com/danielnewmanUV/status/1896662541390241929 https://x.com/danielnewmanUV/status/1896903202827579696 https://www.politico.com/news/2025/03/05/trumps-tariffs-are-already-rattling-californias-tech-sector-00213828 https://www.theverge.com/604742/trump-tariffs-canada-mexico-china-updates https://x.com/danielnewmanUV/status/1897768085433495572 TSMC and Intel 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 with Patrick Moorhead and Daniel Newman

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Ep. 250: We are Live! Talking Lenovo, Intel & TSMC & Broadcom, Groq, HP, Apple, Microsoft 48:20

۸ weeks پیش48:20

48:20

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) 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. Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking: TSMC & Broadcom Eye Control Of Intel? https://x.com/PatrickMoorhead/status/1890534596305199444 https://x.com/PatrickMoorhead/status/1890754946821222816 https://x.com/PatrickMoorhead/status/1890577982206460078 https://x.com/PatrickMoorhead/status/1890754949845274750 https://x.com/danielnewmanUV/status/1891189011835727903 https://x.com/danielnewmanUV/status/1891902924634140900 https://www.barrons.com/articles/intel-stock-price-tsmc-broadcom-353ca9d9 https://finance.yahoo.com/news/intel-stock-pulls-back-from-record-rally-as-analysts-note-barriers-to-potential-deals-with-tsmc-broadcom-183207050.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAJpQvcuN74hvyRnTUyDFWaJS2MJJGmjwzD_92TrTyZj2R5PCKkrxYfqGguZCIdE0K37bX5V752FrR6qL1-BLDIxNGvUJ-mrdSAsHCPo79XLsG3H4Fv5Zr6_rDkM8y6pb0ON_EzIor8h8tVb_giEKEwCHB9vNaQciY3V7LIFjt3mx https://www.wsj.com/tech/broadcom-tsmc-eye-possible-intel-deals-that-would-split-storied-chip-maker-966b143b Lenovo Q3FY25 Earnings https://news.lenovo.com/pressroom/press-releases/q3-fy-2024-25/#:~:text=Revenue%20grew%2020%25%20year%2Don,Reporting%20Standards%20(HKFRS)%20basis . https://www.reuters.com/technology/lenovos-q3-revenue-jumps-20-pc-industry-recovers-2025-02-20/ https://www.stocktitan.net/news/LNVGY/lenovo-group-third-quarter-financial-results-2024-ljkkqskfq2ue.html What HP Acquiring Humane Means for AI https://x.com/danielnewmanUV/status/1891981440625369418 https://fortune.com/2025/02/19/hp-humane-deal-ai-pin-shutting-down/ https://finance.yahoo.com/news/hp-inc-hpq-acquires-humane-215402894.html Groking Grok-3 https://x.com/danielnewmanUV/status/1891845938404012528 https://x.com/danielnewmanUV/status/1891988379631239487 https://x.com/PatrickMoorhead/status/1891829617800982706 https://www.reuters.com/technology/artificial-intelligence/musks-xai-unveils-grok-3-ai-chatbot-rival-chatgpt-chinas-deepseek-2025-02-18/ https://www.nbcnews.com/tech/tech-news/musk-xai-releases-grok-3-rcna192670 Apple iPhone 16e And Its New Modem https://x.com/danielnewmanUV/status/1892294426027823194 https://x.com/PatrickMoorhead/status/1892291469139996926 https://www.wsj.com/tech/apple-iphone-se-new-chip-3cf0cdb2 https://www.cnbc.com/2025/02/19/apple-unveils-iphone-16e-with-ai-.html Microsoft Majorana 1 Quantum https://x.com/danielnewmanUV/status/1892341026955596241 https://news.microsoft.com/source/features/innovation/microsofts-majorana-1-chip-carves-new-path-for-quantum-computing/ https://www.cnbc.com/2025/02/19/microsoft-reveals-its-first-quantum-computing-chip-the-majorana-1.html https://www.theverge.com/news/614205/microsoft-quantum-computing-majorana-1-processor 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 with Patrick Moorhead and Daniel Newman

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Ep. 249: Talking Cisco, DOGE, Lattice Semi, OpenAI, CAPEX Spending, Intel, JD Vance & AI 56:57

۹ weeks پیش56:57

56:57

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) 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. Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking: Cisco Gets AI Lift, All-In On DPUs https://x.com/danielnewmanUV/status/1889786849536926064 https://x.com/PatrickMoorhead/status/1890121941169893739 https://investor.cisco.com/news/news-details/2025/CISCO-REPORTS-SECOND-QUARTER-EARNINGS/default.aspx https://blogs.cisco.com/datacenter/fortify-your-data-center-with-new-cisco-n9300-series-smart-switches https://www.nextplatform.com/2025/02/11/cisco-cuts-network-costs-by-welding-nexus-switch-to-amd-dpu/ DOGE & Tech Impact https://www.washingtonpost.com/education/2025/02/13/doge-education-department-cuts/ https://x.com/PatrickMoorhead/status/1890028722193076526 https://www.npr.org/2025/02/11/nx-s1-5290288/doge-savings-billions-contracts-musk-trump https://www.ntd.com/musk-says-doge-providing-tech-support-to-white-house-improving-outdated-technology_1047468.html https://thehill.com/policy/technology/5133585-elon-musk-doge-reforms/ https://www.nbcnews.com/tech/tech-news/elon-musk-doge-usaid-treasury-government-rcna190450 Lattice Semi Q4FY24 Earnings https://x.com/danielnewmanUV/status/1889057474327777571 https://ir.latticesemi.com/news-releases/news-release-details/lattice-semiconductor-reports-fourth-quarter-and-full-year-2024 https://finance.yahoo.com/news/lattice-semiconductor-corp-lscc-q4-070740185.html Elon Makes A Play For OpenAI https://x.com/danielnewmanUV/status/1888954766950281579 https://www.nytimes.com/2025/02/10/technology/elon-musk-openai-bid.html https://thehill.com/policy/technology/5142737-elon-musk-open-ai-sam-altman/ https://www.reuters.com/markets/deals/elon-musk-led-group-makes-974-billion-bid-control-openai-wsj-reports-2025-02-10/ https://www.bbc.com/news/articles/cpdx75zgg88o CAPEX Spending Still On A Tear (Told Ya') https://x.com/danielnewmanUV/status/1888254807216881959 https://finance.yahoo.com/news/big-tech-set-to-invest-325-billion-this-year-as-hefty-ai-bills-come-under-scrutiny-182329236.html Intel Rising, But Why? https://x.com/PatrickMoorhead/status/1890054026332418390 https://finance.yahoo.com/news/intel-stock-skyrockets-12-u-165931216.html https://www.cnbc.com/2025/02/11/intel-rises-after-vp-vance-promises-to-safeguard-american-ai-and-chips.html https://www.fool.com/investing/2025/02/11/why-intel-stock-is-soaring-today/ https://x.com/danielnewmanUV/status/1890141617539150324 JD Vance Lays Out US AI Case In Paris; Will EU Ever Change? https://www.foxnews.com/politics/deregulatory-flavor-jd-vance-lays-out-vision-paris-future-ai-under-trump https://x.com/PatrickMoorhead/status/1889304155350618414 https://x.com/PatrickMoorhead/status/1889290891916927315 https://www.cnn.com/2025/02/11/tech/jd-vance-ai-regulation-paris-intl/index.html https://www.npr.org/2025/02/12/nx-s1-5290257/vice-president-vance-lays-out-ai-vision-very-different-from-biden-administrations https://www.euronews.com/2025/02/11/jd-vance-challenges-europes-excessive-regulation-of-ai-at-paris-summit 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 with Patrick Moorhead and Daniel Newman

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Ep. 248: We are Live! Talking Qualcomm, Arm, AMD, Amazon, Alphabet, IBM, Coherent 54:46

10 weeks پیش54:46

54:46

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) 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. Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking: Qualcomm Q1FY25 Earnings https://x.com/PatrickMoorhead/status/1887253686423863659 https://x.com/danielnewmanUV/status/1886838173063585999 https://x.com/danielnewmanUV/status/1887256254361575534 https://www.qualcomm.com/news/releases/2025/02/qualcomm-announces-first-quarter-fiscal-2025-results https://www.cnbc.com/2025/02/05/qualcomm-qcom-q1-earnings-report-2025.html#:~:text=Earnings%20per%20share%3A%20%243.41%2C%20adjusted,%2410.93%20billion%20expected Arm Q3FY25 Earnings https://x.com/PatrickMoorhead/status/1887253686423863659 https://x.com/danielnewmanUV/status/1886838173063585999 https://x.com/danielnewmanUV/status/1887254976025727414 https://newsroom.arm.com/news/arm-q3-fye25-results https://www.investopedia.com/arm-holdings-earnings-q3-fy-2025-8785973 AMD Q4FY24 Earnings https://x.com/PatrickMoorhead/status/1886895779757088888 https://x.com/PatrickMoorhead/status/1886912623423230369 https://x.com/danielnewmanUV/status/1886838173063585999 https://x.com/danielnewmanUV/status/1886892031294796102 https://x.com/danielnewmanUV/status/1886884498421268609 https://x.com/danielnewmanUV/status/1887116522285359533 https://ir.amd.com/news-events/press-releases/detail/1236/amd-reports-fourth-quarter-and-full-year-2024-financial https://www.cnbc.com/2025/02/04/amd-earnings-report-q4-2024.html Amazon Q4FY24 Earnings https://x.com/danielnewmanUV/status/1887609783471226935 https://x.com/danielnewmanUV/status/1887608976373915721 https://x.com/danielnewmanUV/status/1887615023725306222 Alphabet Q4FY24 Earnings https://x.com/PatrickMoorhead/status/1886889370315317435 https://x.com/PatrickMoorhead/status/1887113807580828016 https://x.com/danielnewmanUV/status/1886839409112191189 https://x.com/danielnewmanUV/status/1886838173063585999 https://x.com/danielnewmanUV/status/1886884498421268609 IBM Investor Day https://x.com/danielnewmanUV/status/1886840970630873567 https://x.com/danielnewmanUV/status/1886841336592003541 https://x.com/danielnewmanUV/status/1886841702801187143 https://x.com/danielnewmanUV/status/1886842675468378178 https://x.com/danielnewmanUV/status/1886843221264707710 https://x.com/danielnewmanUV/status/1886844259132751968 https://x.com/danielnewmanUV/status/1886845332903866666 https://x.com/danielnewmanUV/status/1886846140424790053 https://x.com/danielnewmanUV/status/1886847808512167976 https://x.com/danielnewmanUV/status/1886850412361490904 https://x.com/danielnewmanUV/status/1886852003021668458 https://x.com/danielnewmanUV/status/1886840111746187533 https://x.com/danielnewmanUV/status/1886840111746187533 Coherent Q2FY25 Earnings https://www.coherent.com/news/press-releases/second-quarter-fiscal-year-2025-results https://finance.yahoo.com/news/coherent-corp-cohr-q2-2025-071533486.html https://www.valuethemarkets.com/analysis/coherent-corps-earnings-surge-exceeds-expectations 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 with Patrick Moorhead and Daniel Newman

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Beyond the Numbers: Jim Anderson on Coherent’s Next Chapter - Six Five Media 20:06

11 weeks پیش20:06

20:06

Want to know more about Coherent’s quarterly results? Get the details directly from Coherent CEO, Jim Anderson , Hosts Patrick Moorhead and Daniel Newman share a conversation on the evolving dynamics at Coherent and their vision for the future in tech. Tune in as they cover 👇 Coherent's key role in the AI revolution: Discover how the company is contributing to the rapid growth of datacom and AI technologies The power of a diverse industrial business: Learn about the often-overlooked industrial segments and their importance to Coherent's overall success Building a winning culture: Jim emphasizes the critical role of cultural attributes in driving innovation and maintaining a competitive edge…

The Six Five with Patrick Moorhead and Daniel Newman

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IBM on the Upswing, Intel Struggles, and the DeepSeek Saga Continues - Six Five Webcast - Infrastructure Matters 30:19

11 weeks پیش30:19

30:19

On this episode of the Six Five Webcast - Infrastructure Matters, hosts Camberley Bates , Keith Townsend , and Dion Hinchcliffe discuss the latest developments and challenges in the tech industry. The discussion delves into IBM's recent successes, Intel's ongoing struggles, and the unfolding saga of a remarkable technology known as DeepSeek. Their discussion covers: The factors contributing to IBM's current upswing and what it indicates about their strategic direction. Intel's challenges amidst a competitive semiconductor market and potential strategies for recovery. An in-depth look into the DeepSeek technology, its implications, and why it's a topic of continuous interest.…

The Six Five with Patrick Moorhead and Daniel Newman

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Stargate - The $500 Billion Money Grab - Six Five Webcast: Infrastructure Matters 31:39

11 weeks پیش31:39

31:39

On this episode of the Six Five Webcast: Infrastructure Matters, hosts Camberley Bates , Keith Townsend , and Dion Hinchcliffe share a conversation on the AI industry, its leadership, competitive landscape, and the infrastructural challenges and opportunities it presents. Their discussion covers: The pivotal role of CEOs in steering their companies through AI transformation and the strategic importance of AI in future corporate success. The intense competition for both talent and data essential for creating powerful AI models, highlighting the efforts of giants like OpenAI, Meta, and Anthropic. Details about Project Stargate, a massive $500 billion endeavor by leading tech firms aimed at pioneering advanced AI models to ensure US competitiveness on the global stage. The emergence of China's DeepSeek AI as a significant rival to the dominance of US-based AI initiatives.…

The Six Five with Patrick Moorhead and Daniel Newman

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Six Five Connected with Diana Blass: Broadcom Leaders Maintain Mainframe's Relevance 9:24

11 weeks پیش9:24

9:24

Mainframes are not only here to stay—they’re leading the way! This powerful tech is not only alive but thriving, powering 74% of the world's transactional workloads. From banking to shopping, the mainframe is the backbone of our digital world, offering unmatched security, resilience, and performance. 💪 But there's a catch: with a generation of mainframe experts heading into retirement, the industry needs fresh talent! 👨‍💻👩‍💻 Diana Blass is joined by subject matter experts from various companies including Broadcom , Interskill , The Linux Foundation , and The Futurum Group , for a conversation on how organizations are investing heavily in training and development programs to bridge the skills gap. Watch this episode of Six Five Connected for more on: Why mainframe skills are in high demand Open-source initiatives and hybrid cloud integrations keeping the technology at the forefront of innovation The evolution of mainframe technology and its importance in today's digital world Strategies shared by The Futurum Group to foresee industry trends and prepare the mainframe ecosystem for future challenges…

The Six Five with Patrick Moorhead and Daniel Newman

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Powering AI Responsibly: Improving Data Center Efficiency in the Age of Rising Energy - Six Five Media 27:28

11 weeks پیش27:28

27:28

The rise of AI is revolutionizing industries, but can we harness the power of AI while minimizing its environmental impact? Six Five Media host Daniel Newman met with two industry leaders: Monica Batchelder , Chief Sustainability Officer, and Kirk Bresniker , Chief Architect of Hewlett Packard Labs and a Hewlett Packard Enterprise Fellow, both from Hewlett Packard Enterprise to discuss this critical topic. Tune in as they discuss ⤵️ • The sheer scale of AI's energy consumption and the urgent need to mitigate its impact on the climate crisis • Holistic strategies for reducing the carbon footprint of AI deployments, including innovative data center designs and optimized operations • The vital role of future-proof initiatives that promote collaboration among governments, businesses, and society in pursuing sustainability. • Cutting-edge cooling technologies that are dramatically boosting energy efficiency in data centers. • The sustainability implications of edge computing, including both the challenges and opportunities related to energy usage.…

The Six Five with Patrick Moorhead and Daniel Newman

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Ep. 247: We are Live! Talking DeepSeek, Microsoft, IBM, Intel, ServiceNow, SAP 48:39

11 weeks پیش48:39

48:39

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) 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. Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking: DeepSeek Panic or Joy? https://x.com/PatrickMoorhead/status/1882937702951379398 https://x.com/PatrickMoorhead/status/1883122284648624190 https://x.com/PatrickMoorhead/status/1883865746176156096 https://x.com/PatrickMoorhead/status/1883926761987260892 https://x.com/PatrickMoorhead/status/1883976154987872352 https://x.com/PatrickMoorhead/status/1883956139164831985 https://x.com/PatrickMoorhead/status/1883981761794941113 https://x.com/PatrickMoorhead/status/1883998475689562507 https://x.com/PatrickMoorhead/status/1884003102514426350 https://x.com/PatrickMoorhead/status/1884022614160728093 https://x.com/PatrickMoorhead/status/1884204733839106273 https://x.com/PatrickMoorhead/status/1884310526106427898 https://x.com/PatrickMoorhead/status/1884670408038752733 https://x.com/PatrickMoorhead/status/1884973348188217692 https://x.com/danielnewmanUV/status/1884627766135398784 https://x.com/danielnewmanUV/status/1884372146304213401 https://x.com/danielnewmanUV/status/1884264060213923916 https://x.com/danielnewmanUV/status/1883954747482243205 https://x.com/danielnewmanUV/status/1883994547715481823 https://x.com/danielnewmanUV/status/1883890084128211004 https://x.com/danielnewmanUV/status/1883930419529236623 https://x.com/danielnewmanUV/status/1883910247720665453 https://x.com/danielnewmanUV/status/1883731469056811102 https://x.com/danielnewmanUV/status/1883553089682067477 Azure Disappoints While AI Soars https://x.com/PatrickMoorhead/status/1884720577631707324 https://x.com/danielnewmanUV/status/1884732896193253850 https://x.com/danielnewmanUV/status/1884710180966867177 https://www.microsoft.com/en-us/investor/earnings/fy-2025-q2/press-release-webcast https://finance.yahoo.com/news/microsoft-stock-moves-lower-after-q2-cloud-revenue-fell-short-of-expectations-165353435.html https://seekingalpha.com/news/4400733-microsoft-demonstrates-ai-monetization-growth-outside-of-infrastructure IBM Up 12 Percent 😳 https://x.com/PatrickMoorhead/status/1884713446161473854 https://x.com/danielnewmanUV/status/1884718264363688395 https://finance.yahoo.com/news/why-ibm-stock-14-today-172603965.html https://www.barrons.com/articles/ibm-earnings-stock-price-2a003e02 Intel Resets Datacenter Roadmap https://www.intc.com/news-events/press-releases/detail/1726/intel-reports-fourth-quarter-and-full-year-2024-financial https://uk.finance.yahoo.com/news/intel-forecasts-first-quarter-revenue-210400965.html https://finance.yahoo.com/news/intel-reports-q4-beats-on-top-and-bottom-line-stock-rises-on-foundry-revenue-outlook-181745845.html https://www.cnbc.com/2025/01/30/intel-intc-q4-earnings-report-2024.html https://www.investing.com/news/stock-market-news/intel-reports-q4-earnings-beat-but-offers-weak-guidance-3841003 https://x.com/PatrickMoorhead/status/1885093188278362314 https://www.linkedin.com/posts/cnbc-overtime_shares-of-intel-moved-higher-after-beating-activity-7290845243422187520-hr7s?utm_source=share&utm_medium=member_desktop https://x.com/danielnewmanUV/status/1885090618176680019 ServiceNow Agents-Agents-Agents https://x.com/PatrickMoorhead/status/1884719256421441605 https://x.com/danielnewmanUV/status/1884716549862240402 https://www.servicenow.com/company/media/press-room/fourth-quarter-full-year-2024-financial-results.html https://www.investors.com/news/technology/servicenow-stock-servicenow-earnings-q42024/ https://www.cio.com/article/3813359/servicenow-adds-ai-agent-orchestrator-studio-to-its-now-platform.html https://www.ciodive.com/news/ServiceNow-AI-agent-portfolio-enterprise-automation/738685/ SAP Rinse & Repeat https://news.sap.com/2025/01/sap-announces-q4-and-fy-2024-results/ https://finance.yahoo.com/news/saps-q4-earnings-revenues-y-124800410.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.…

The Six Five with Patrick Moorhead and Daniel Newman

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DeepSeek’s Ecosystem Implications, Samsung’s Galaxy Unpacked, & More - Six Five Webcast: The 5G Factor 45:15

11 weeks پیش45:15

45:15

On this episode of the Six Five Webcast: The 5G Factor, host Ron Westfall , along with analyst Olivier Blanchard , dive into the latest developments in the mobile and AI landscapes. They discuss DeepSeek R1, Galaxy Unpacked, and the prospects of operators like AT&T and Verizon using their real estate and AI infrastructure to monetize AI services are examined. Their discussion covers: The introduction of DeepSeek's R1 model, its impact on AI ecosystems, and the geopolitical considerations involving NVIDIA. Samsung's unveiling of new Galaxy devices aimed at enhancing AI mobile experiences. The potential for operators like AT&T and Verizon to monetize their AI capabilities and real estate assets.…

The Six Five with Patrick Moorhead and Daniel Newman

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Jeetu Patel on Driving Digital Transformation at Cisco - The View From Davos 13:57

12 weeks پیش13:57

13:57

The World Economic Forum is always a hotbed of ideas, and this year, the focus was squarely on AI 🎯 Daniel Newman and Patrick Moorhead caught up with Cisco ’s EVP & Chief Product Officer Jeetu Patel to get his thoughts on the event and his take on AI and the keys to unlocking economic growth. Tune in as they cover: Cisco's approach to innovation and product development The importance of hybrid and sovereign AI clouds & areas where Cisco can add unique value, like AI security Cisco’s role working with hyperscalers and providing solutions for both training and inferencing The future of work and collaboration technologies over the next 3-5 years is Agentic AI Strategies for leading in a hybrid work environment Jeetu Patel's vision for the technological future of Cisco…

The Six Five with Patrick Moorhead and Daniel Newman

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Exploring Lenovo's Globalization and AI Strategies - The View From Davos 15:24

12 weeks پیش15:24

15:24

Could CEO's role in AI success be counterintuitive? Hear from Lenovo 's Global Solutions Group President, Ken Wong , as he chatted with Daniel Newman and Patrick Moorhead last week at the WEF in Davos, Switzerland. They discuss that strong leadership is essential in AI implementation but hands-on involvement may hinder progress. Catch this segment of The View From Davos as they cover👇 Lenovo's role in addressing global challenges and its journey in AI adoption The transition from experimenting with Gen AI to implementing and scaling these solutions for Lenovo's customers How Lenovo is using its own AI solutions to streamline processes, like contract negotiations, and sharing those learnings with customers The challenges and imperatives that CEOs and CIOs are currently facing Ken’s takeaways & highlights from Davos…

The Six Five with Patrick Moorhead and Daniel Newman

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Davos 2025 in a Nutshell: AI, Energy, and Optimism 9:50

12 weeks پیش9:50

9:50

Davos 2025 was packed with ideas, inspiration, and crucial updates in tech.! The Swiss town was teaming with leaders from across tech, government, and finance converging to discuss the future. Catch Patrick Moorhead and Daniel Newman fresh off a week of incredible meetings and conversations as they share their thoughts on the key trends, innovations, and strategic outcomes from the event including 👇 AI is THE dominant theme: From CEOs to policymakers, everyone is focused on how AI will reshape our world. Sustainability takes center stage: Companies and governments are showing a genuine commitment to decarbonization and energy efficiency, with insightful discussions on the role of technology in achieving these goals. Optimism abounds: Despite global challenges, there's a sense of hope and excitement about the future, driven by innovation, deregulation, and a focus on growth.…

The Six Five with Patrick Moorhead and Daniel Newman

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NTT R&D Forum 2024: A Showcase of Innovation Aimed at Creating a Better Future - Six Five Media 18:16

12 weeks پیش18:16

18:16

NTT is a top 15 global tech company with nearly $100B in revenue and 340K employees worldwide. What many people don’t realize is they’re much more than a telecom provider – they’re also a major player in enterprise IT services, data centers, and even renewable energy. Six Five Media is with Will Townsend , Vice President & Principal Analyst at Moor Insights & Strategy , as he sits down with with Vito Mabrucco , Global Chief Marketing Officer at NTT to digest the 2024 NTT R&D Forum held in Tokyo, Japan—a premier event that brings together top tier people, technologies, and research, fostering a sustainable society through innovation. Tune in to hear about 👇 Highlights from the NTT R&D Forum, emphasizing its role in uniting technology and research for sustainability Insights into IOWN INTEGRAL, an all-photonic network architecture An exploration of how the IOWN initiative is being implemented and its expected impact on networking and AI, illustrating NTT's commitment to innovation and sustainability How their tech can handle data-intensive applications like AI, especially where power consumption and efficiency are major concerns The strategic vision behind the R&D Forum and the IOWN initiative, highlighting NTT's pursuit of building a sustainable future through technological advancement Other R&D projects in the works, including: optical cryptographic circuits and non-invasive health monitoring technologies…

The Six Five with Patrick Moorhead and Daniel Newman

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Cloud, Complexity, AI: Threats to Cyber Resilience - Six Five On The Road 25:27

12 weeks پیش25:27

25:27

What’s the REAL cost of cyberattacks? 🚨Over 54% of enterprises have been attacked in the last 12-18 months, with breach costs averaging $5 MILLION. Futurum Group CEO, Daniel Newman , is joined by NetApp's GM of Data Services, Gagan Gulati , on this episode of the Six Five On The Road for a conversation on the critical findings from the NETAPP–FUTURUM GROUP CYBER RESILIENCE STUDY and the evolving cybersecurity threats necessitating new resilience strategies. Key topics include: The startling statistics from The NetApp – Futurum Group Cyber Resilience Study , including over 54% of enterprises experiencing cyber-attacks within the last 12-18 months and the significant impact on businesses. The crucial role of data classification in cyber resilience, with insights on how it affects the recovery capabilities of organizations. Strategies for addressing cyber-threats in hybrid multi-cloud environments, including the adoption of automated data discovery and unified security practices. The potential of AI-driven threat detection and the importance of full-stack recovery to enhance cyber resilience. Gagan Gulati's insights into NetApp’s perspective on dealing with tool sprawl, evolving threat landscapes, and strategizing for future cybersecurity challenges.…

The Six Five with Patrick Moorhead and Daniel Newman

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Lenovo + NetApp Making Moves, The Feds on Security, and Dion's Predictions - Six Five Webcast - Infrastructure Matters 34:34

12 weeks پیش34:34

34:34

On this episode of the Six Five Webcast - Infrastructure Matters, hosts Camberley Bates , Keith Townsend , and Dion Hinchcliffe discuss the latest industry moves, the federal government's stance on cybersecurity, Lenovo and NetApps initiatives, and more. Their discussion covers: Lenovo and NetApp's strategic initiatives and what these mean for the tech industry The federal government's latest directives on cybersecurity and how they impact businesses Dion Hinchcliffe's predictions for the tech industry, focusing on emerging trends and challenges The importance of collaboration between tech giants in shaping the future of technology How these developments affect enterprise technology decisions and the broader market landscape…

The Six Five with Patrick Moorhead and Daniel Newman

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Boost Mobile, Cisco, Nokia, & More - Six Five Webcast: The 5G Factor 23:36

12 weeks پیش23:36

23:36

On this episode of the Six Five Webcast: The 5G Factor, hosts Ron Westfall and Tom Hollingsworth delve into the significant 5G ecosystem developments that have marked the onset of 2025. They highlight Cisco's recent update on its strategic relationship with Boost Mobile, demonstrating how Cisco's Test Automation Framework and SDN controller, the Cisco Crosswork Network Controller, were crucial in testing new services and activating cell sites. This ensured Boost Mobile met its 5G deployment targets, while also evaluating the future prospects for Boost's parent company, Echostar/DISH Wireless, through 2025 and beyond. Their discussion covers: The impact of Cisco's Test Automation Framework and Cisco Crosswork Network Controller in facilitating Boost Mobile's 5G service deployment and site activation. An analysis of Echostar/DISH Wireless's future in the 5G space following the latest developments with Boost Mobile. Nokia's collaboration with the National Institute of Standards and Technology’s National Cybersecurity Center of Excellence to enhance 5G security, highlighting Nokia's commitment to address security and privacy challenges in mobile networks. The U.S. Department of Defense’s selection of Federated Wireless, subcontracting JMA Wireless for RAN infrastructure and HPE for core network software, to deploy its first commercial private 5G network. This move spotlights the growing business case for P5G across military installations.…

The Six Five with Patrick Moorhead and Daniel Newman

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Antonio Neri Discusses Hewlett Packard Enterprise's Future - The View From Davos 13:14

12 weeks پیش13:14

13:14

There’s no question – AI is top of mind for businesses and governments alike and the focus is shifting from infrastructure to implementation & value derivation. Patrick Moorhead and Daniel Newman were joined by Hewlett Packard Enterprise 's President & CEO, Antonio Neri , last week in Davos. In their conversation, Neri emphasizes HPE's commitment to making technology equitable and sustainable, their strategic positioning in AI, and the role of hybrid cloud in AI applications. Tune in as they cover 👇 Sovereign AI initiatives by various governments HPE’s edge-to-cloud platform, GreenLake and partnerships with companies like NVIDIA and Juniper to deploy and scale AI solutions with ease Fostering a culture of experimentation and learning to unlock the full potential of AI Antonio Neri's perspective on global tech trends and their impact on the enterprise sector The role of sustainability and ethical considerations in HPE's corporate strategy Key insights into HPE's collaboration and partnership strategies for the future…

The Six Five with Patrick Moorhead and Daniel Newman

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Exploring the Future of Technology with LogicMonitor's CEO - The View From Davos 11:05

12 weeks پیش11:05

11:05

With an upcoming raise close to $1B LogicMonitor must be doing a few things right, right? Get the download straight from LogicMonitor's Chief Executive Officer Christina Crawford Kosmowski and hosts Patrick Moorhead and Daniel Newman at the WEF in Davos.They discuss the future landscape of technology and how LogicMonitor is prioritizing innovation while making sure systems work as they should. Get their take on: AI as the dominant theme at this year’s WEF LogicMonitor’s recent $800M funding round and an exciting new partnership with OpenAI How LogicMonitor is helping organizations monitor and manage the performance and cost of LLMs Discussing the crucial role of observability and infrastructure monitoring in the age of AI and hybrid cloud Christina's vision for LogicMonitor in the coming years…

The Six Five with Patrick Moorhead and Daniel Newman

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The View From Davos with Ericsson’s Åsa Tamsons 9:51

12 weeks پیش9:51

9:51

Daniel Newman had a fascinating "walk and talk" at Davos with Ericsson's Head of Enterprise Wireless Solutions, Åsa Tamsons . ❄️ AI & tech innovation demands that we push connectivity to the edge. Get their take on cutting-edge developments in enterprise wireless solutions and the future of connectivity. Tune in as they discuss 👇 The evolving landscape of enterprise wireless solutions The importance of investing in network infrastructure for global competitiveness Responsible resource management, even as networks scale to accommodate growing data demands The potential of edge computing to power real-time applications like video analytics and AI-driven solutions Ericsson’s collaborations with partners to unlock the full potential of edge connectivity…

The Six Five with Patrick Moorhead and Daniel Newman

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Samsung Launches Flagship Phone Positioned as “A True AI Companion” - Six Five On The Road at Galaxy Unpacked 17:04

12 weeks پیش17:04

17:04

You could be carrying an AI agent in your pocket. 📲 Olivier Blanchard , Research Director & Practice Lead, AI, Futurum , and Anshel Sag , Principal Analyst, Moor Insights & Strategy , are at the Samsung Galaxy Unpacked event where they’re joined by Samsung Electronics America's Brad Haczynski , SVP and General Manager for B2B Mobile eXperience. They share a conversation on Samsung's reveal of the, Galaxy S25 series, packed with powerful AI capabilities for this episode of Six Five On The Road. Tune in for details on: Brad Haczynski's insights into the Galaxy S25 Samsung’s AI strategy to empower businesses & professional with productivity and efficiency How Samsung's newly created AI agent will influence businesses Approaches adopted by Samsung to ensure privacy and create a secure environment for businesses utilizing mobile technology, with a special focus on AI implementations…

The Six Five with Patrick Moorhead and Daniel Newman

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The View from Davos with Cisco's Chuck Robbins 7:58

12 weeks پیش7:58

7:58

Cisco CEO Chuck Robbins gives us his state of the market from Davos. Learn what he is saying below ⬇️ Patrick Moorhead , Daniel Newman , and Chuck spoke about, wait, you guessed it…. #AI, but Chuck connected the dots on its transformative nature from infrastructure to security. Plus, we got the scoop on the future of Agentic AI and Cisco’s ongoing transformation. Specifically learn: How AI is driving Cisco's evolution: From infrastructure to security, Cisco is integrating AI across its portfolio The next frontier of Agentic AI: Imagine a network administrator that's an AI agent Cisco's transformation continues: The company’s pivot to recurring revenue and software, with AI driving further growth The role of technology in addressing global challenges Key takeaways from the Davos meeting for businesses and governments…

The Six Five with Patrick Moorhead and Daniel Newman

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Insights from Infosys's EVP Anand Swaminathan - The View From Davos 12:31

12 weeks پیش12:31

12:31

2024 was a great year for AI awareness building. Infosys EVP Anand Swaminathan , Infosys EVP, believes 2025 will be a pivotal year for organizations to unlock the true potential of AI to drive meaningful impact. Host Patrick Moorhead gets his thoughts on this and more on The View From Davos. Tune in as they discuss ⤵️ AI driving product reimagination and process simplification across industries Infosys’s approach to innovation and how it’s shaping the future of business Small Language Models (SLMs) are gaining traction for business-specific purposes Creating a culture of innovation and embracing AI within large organizations Utilizing AI to drive tangible revenue growth Learn more at Infosys . Watch the video , and be sure to subscribe to our YouTube channel , so you never miss an episode.…

The Six Five with Patrick Moorhead and Daniel Newman

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The View from Davos with AccuWeather's Dr. Joel N. Myers 14:18

12 weeks پیش14:18

14:18

AI is accelerating everything…including energy demand and climate change? Patrick Moorhead and Daniel Newman are at WEF25 where they’re joined by AccuWeather 's Dr. Joel N. Myers , Founder and Executive Chairman for this installment of The View From Davos. Dr. Myers shares insights on the critical role of weather forecasting in global decision-making and climate change adaptation strategies. Tune in for these key takeaways: How much we can expect the rise of AI to increase energy demand in the next 10+ years Fusion energy? Why it could be the ultimate solution but its widespread availability remains uncertain The future of weather prediction and its implications for the global community. The evolution of weather forecasting technology and its impact on global business and safety. Fostering a culture of innovation for successful AI implementation…

The Six Five with Patrick Moorhead and Daniel Newman

1
The View from Davos with Groq's Jonathan Ross 7:54

12 weeks پیش7:54

7:54

🔥 Did you know? Groq is rivaling giants like Google Gemini and Amazon Bedrock in LangChain's API usage! Daniel Newman & Patrick Moorhead catch Groq CEO Jonathan Ross to get his take on AI's exponential growth and why Groq is poised to dominate the inference market. 🎧 Tune into this segment of The View From Davos for more on: AI’s Exponential Growth: AI is evolving at an incredible pace, driven by the doubling of chips and transistors. Groq is uniquely positioned to capitalize on this with their data center-level approach Energy Efficiency: Groq's architecture uses 1/3 the energy of traditional GPUs, a major advantage in a world increasingly focused on sustainability Massive Capacity: Groq is ramping up production to 2 million chips this year, rivaling NVIDIA's output Global Inference Network: With deployments in Saudi Arabia and beyond, Groq is building a truly global inference network Jonathan also hinted at a potential 4nm chip in the works... 👀 Learn more at Groq .…

The Six Five with Patrick Moorhead and Daniel Newman

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The View from Davos with Qualcomm's Cristiano Amon 15:12

12 weeks پیش15:12

15:12

What's Qualcomm's CEO Cristiano Amon saying from Davos? He has great optimism for growth and the crucial role of collaboration between public-private partnerships in driving progress. Find out why below ⬇ Hosts Daniel Newman and Patrick Moorhead are back with another interview on The View From Davos. They met up with Qualcomm's Cristiano Amon , President and Chief Executive Officer, to discuss the latest tech advancements and market trends observed at this year’s WEF. Cristiano shares his valuable insights from the forum including his optimism for growth and the crucial role of collaboration between public-private partnerships in driving progress. Check out the full interview for more on: AI in real-world applications and tangible value creation with are top of mind for business and government leaders Edge computing is key to unlocking AI's potential: Latency, privacy, and cost are driving a shift towards distributed computing power The lines between cloud and edge are blurring Qualcomm’s role in powering AI innovation across industries, from mobile to automotive to industrial IoT A new era of IoT is dawning: Advances in AI, edge computing, and connectivity are creating opportunities for a resurgence of the Internet of Things.…

The Six Five with Patrick Moorhead and Daniel Newman

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The View from Davos with Meta‘s Yann LeCun – The Future of AI is Open and Human-Level Intelligent 8:49

12 weeks پیش8:49

8:49

How important is open source to the future of AI and are we at human-level intelligence yet? Patrick Moorhead and Daniel Newman are joined by Meta 's Yann LeCun , VP & Chief AI Scientist for a conversation on the latest AI developments and insights from WEF25 in this segment of The View From Davos. Get their take on: - The importance of open source for accelerating AI development and - Going beyond LLMs: LeCun imagines future AI systems will understand the physical world, reason, plan, and have persistent memory - The role of AI in addressing global challenges - Insights into future AI projects at Meta - Yann LeCun’s perspective on ethical AI and its governance…

The Six Five with Patrick Moorhead and Daniel Newman

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DevOps Strategies: The Secret to Smarter, Faster Business Outcomes - DevOps Dialogues 24:35

13 weeks پیش24:35

24:35

What trends can organizations expect in DevOps? Host Mitch Ashley is joined by Johnny Halife , Founder & Chief Technology Officer at SOUTHWORKS , on this episode of the DevOps Dialogues, for a conversation on leveraging DevOps strategies for smarter and faster business outcomes. Their discussion covers 👇 How SOUTHWORKS employs DevOps strategies for more intelligent and swift outcomes Key tactics to streamline workflows, manage high-stakes projects effectively, and anticipate the future of DevOps practices The direct impact of DevOps strategies on improving business outcomes Strategies SOUTHWORKS uses to successfully manage high-stakes software development projects Their recipe for successful DevOps initiatives…

The Six Five with Patrick Moorhead and Daniel Newman

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The View from Davos with Fox Rothschild's Matthew Kittay 8:51

13 weeks پیش8:51

8:51

Get the download from Davos on AI, Regulation, and the Future of Business The convergence of finance, tech, government, and regulation is creating a pivotal moment placing AI, regulation, and the future of business at the forefront. Daniel Newman and Patrick Moorhead continue to bring exclusive WEF25 coverage with The View From Davos in this conversation with Fox Rothschild 's Matthew Kittay , Partner; National Co-Chair, M&A Team. They share thoughts on the global economic outlook, key trends in mergers and acquisitions, and insights from the Davos meeting. Key Takeaways: AI's impact and the need for thoughtful regulation are dominating discussions Inflection Point: changes in leadership and societal priorities (think DEI and sustainability) are reshaping how businesses approach innovation, especially concerning AI Where AI Meets Law: 66% of general counsels expect lawyers to use AI, but only 33% want AI used on their clients Fiduciary Duty in the Age of AI: Boards and executives are grappling with how to integrate AI responsibly Unprecedented Scale: While we've seen tech waves before (internet, social media, crypto), AI's breadth and depth are unprecedented…

The Six Five with Patrick Moorhead and Daniel Newman

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The View from Davos with Workday CTO Jim Stratton 13:01

13 weeks پیش13:01

13:01

There’s no question about it – AI is changing the workforce across entire industries and ecosystems. Can employers build trust while implementing AI? Patrick Moorhead and Daniel Newman are joined by Workday's Jim Stratton , Chief Technology Officer on this segment of The View From Davos, for a conversation on the transformative power of AI, responsible implementation, and the evolving landscape of work. Tune in as they cover: Key themes and technology trends emerging from Davos How Workday is contributing to the global technology landscape Jim Stratton's vision for the future of work and innovation at Workday The impact of global economic changes on technology strategies The importance of transparency and human-machine to ensure responsible use of AI, especially in HR and talent management…

The Six Five with Patrick Moorhead and Daniel Newman

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How VCs Are Supporting AI & Sustainability - Helena Capital - The View From Davos 10:57

13 weeks پیش10:57

10:57

Helena Capital aims to break barriers with its focus on female-led tech companies. Join Patrick Moorhead and Daniel Newman as they sit down with Sarah Antor , the powerhouse behind Helena Capital. Sarah isn't just another VC - she's leading the charge in a revolution that's reshaping the future of investment. 💥 Why this is a must-watch: AI & Sustainability Collide: Discover how Helena Capital is backing startups that are weaving AI and decarbonization technologies into the very fabric of global supply chains Female Founders Take Center Stage: Sarah reveals why investing in women-led businesses isn't just about social impact, it's a smart financial strategy Davos Decoded: Get an exclusive insider's look at the key takeaways from WEF25 and how they'll impact the future of innovation and investment Stay tuned for more as we continue to decode key takeaways at Davos.…

The Six Five with Patrick Moorhead and Daniel Newman

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Talking AI, Cybersecurity, Ransomware & Deepfakes with Check Point Software - The View From Davos 11:26

13 weeks پیش11:26

11:26

When it comes to cybersecurity, AI may be a double-edged sword. You may be used to news reporters or journalists covering this big event, but we are here to go one step further, connecting the dots between tech, finance, and policy. Six Five Media’s “The View From Davos” brings you slightly different perspectives & analysis from technology industry analysts, Patrick Moorhead and Daniel Newman . Today they are joined by Check Point Software President, Rupal Shah Hollenbeck , to talk on the evolving landscape of cybersecurity, focusing on current threats like AI, ransomware, and deepfakes. Get their take on: - The impact of artificial intelligence on cybersecurity strategies - Cyberattacks on the rise with ransomware attacks skyrocketing by 90% - AI is accelerating innovation, but also creating certain openings for cybercriminals with the prevalence of deepfakes & ransomware - Check Point Software's approach to combating these digital threats - Insights into future cybersecurity trends and preparedness…

The Six Five with Patrick Moorhead and Daniel Newman

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Stick or Twist: Examining the Alternatives to VMware for Virtualization & HCI - Six Five Webcast - DevOps Dialogues 17:40

13 weeks پیش17:40

17:40

Many SMBs and remote-based enterprises are facing soaring infrastructure costs. On this episode of DevOps Dialogues, host Mitch Ashley is joined by StorMagic's Chief Product Officer Bruce Kornfeld , to look at the evolving landscape of virtualization and HCI (Hyper-Converged Infrastructure). Their discussion covers: - The current state of virtualization technology and its market implications - Challenges businesses face with traditional virtualization solutions - Advantages of alternative HCI and virtualization technologies compared to VMware - StorMagic’s role in providing innovative virtualization and cost-effective solutions with its SvHCI platform - Future trends in HCI and virtualization technology…

The Six Five with Patrick Moorhead and Daniel Newman

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Six Five Connected: The Need For High-Density Storage in The Age of AI 8:31

13 weeks پیش8:31

8:31

The age of AI is here, and data is its fuel. But could storage limitations be holding us back? Conversations at SC24 explored this challenge diving into the SSD vs. HDD debate, and the latest advancements like Solidigm's 122TB SSD – a game-changer that can hold 4K copies of every '90s movie 2.6 times over! 🤯 Tune in for more on this critical piece of the AI race as Diana Blass , Patrick Moorhead , Keith Townsend break down the latest in solid-state drive technology and their importance in AI and big data landscapes with Solidigm 's Avi Shetty and Dell Technologies ' Geeta Vaghela . This episode covers👇 - The unveiling of Solidigm’s 122 TB SSD - The growing necessity for high-density storage solutions in modern computing - How Solidigm and Dell Technologies are addressing the AI-driven demand for data storage - The potential impact of high-capacity SSDs on enterprise storage strategies - Insights into future storage technologies and trends…

The Six Five with Patrick Moorhead and Daniel Newman

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IBM’s Rob Thomas on Generative AI, LLMs, and the Path to Value Creation at the World Economic Forum in Davos, Switzerland - The View from Davos 16:45

13 weeks پیش16:45

16:45

New insights from Davos ❄️ – the future of AI is about value creation. Has AI reached a pivotal point? IBM’s Rob Thomas believes it’s time to move beyond experimentation and to focus on generating real value with AI. Patrick Moorhead and Daniel Newman are joined by IBM's Rob Thomas , SVP, Software and Chief Commercial Officer, for a conversation on IBM's recent initiatives and his take on the future of AI in this installment of The View from Davos. Tune in as they cover ⤵️ IBM's strategic priorities and how they are shaping the future of technology and business Insights into the latest trends and innovations discussed at Davos The power of speed: AI’s ability to drastically accelerate processes – cutting cycle times from 6 months to 4 hours The role of Open Source & avoiding vendor lock-in to fostering collaboration for AI adoption Their take on building sustainable, ethical, and secure technology solutions for the future…

The Six Five with Patrick Moorhead and Daniel Newman

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2025 5G Prospects - Open RAN, D2C & DOOH - Six Five Webcast: The 5G Factor 24:55

13 weeks پیش24:55

24:55

On this episode of the Six Five Webcast: The 5G Factor, hosts Ron Westfall and Tom Hollingsworth discuss the promising future of 5G technology in 2025, focusing on Open RAN, direct-to-cell satellite communications, and digital out-of-home (DOOH) applications. They dive into the early efforts by the US NTIA to administer the $1.5 billion Public Wireless Supply Chain Innovation Fund to encourage Open RAN development, with a keen eye on supply chain and national security considerations, citing the Salt Typhoon cybersecurity incident as a critical factor. Their discussion covers: The potential impact and benefits of the $1.5 billion Public Wireless Supply Chain Innovation Fund for Open RAN development, focusing on supply chain resilience and national security. An analysis of the pros and cons of federal funding in the technology sector, specifically regarding Open RAN, including how US DoD mandates for private 5G on military bases could influence its adoption. Future projections for the satellite industry, moving towards integrated multi-orbit space networks, and how this shift will redefine satellite communications. T-Mobile's acquisition of Vistar Media and its strategic move to capitalize on the accelerating momentum within the DOOH advertising market for 2025 and beyond. Debates on how federal initiatives and industry acquisitions might reshape the landscape of 5G, satellite communications, and advertising technologies, setting the stage for innovation and growth.…

The Six Five with Patrick Moorhead and Daniel Newman

1
AI & Us: Building an AI-Skilled Workforce: Overcoming Talent Gaps in GenAI Adoption - Six Five Media 21:38

13 weeks پیش21:38

21:38

The future of work is here, and it's powered by AI. But are we prepared? As businesses navigate the complexities of AI implementation, talent scarcity, technical hurdles, and the need for interdisciplinary skills emerge as significant barriers. In the second installment of Dell Technologies ’ “AI & Us” series, Six Five Media host David Nicholson is with Cynthia Breazeal , Dean for Digital Learning at MIT Media Lab, and Vivek Mohindra , SVP of Corporate Strategy at Dell Technologies, to share actionable strategies to proactively build an AI-skilled workforce. Their conversation covers: How AI is transforming every aspect of society – creating a need to equip everyone, from K-12 students to business leaders, with the knowledge and skills to thrive in an AI-powered world Bridging the skills gap through collaboration between academia, industry, and governments How MIT Media Lab is developing innovative AI curriculum and tools, while Dell Technologies is focused on upskilling its workforce and providing responsible AI infrastructure The importance of diverse voices and perspectives in its design and development to ensure that AI benefits everyone Addressing the need for creating inclusive learning opportunities and pathways for underrepresented groups Ethical and responsible AI development for data privacy, algorithmic bias, and the societal impact of AI…

The Six Five with Patrick Moorhead and Daniel Newman

1
The Future of Work and Technology: Exclusive Insights from Davos, Switzerland 7:22

13 weeks پیش7:22

7:22

Curious about what the technology industry analyst angle is at Davos? From AI and automation to sustainability and geopolitics, Six Five Media founders, Daniel Newman , CEO at The Futurum Group , and Patrick Moorhead , Founder & CEO at Moor Insights & Strategy, are on the ground at the World Economic Forum. They are capturing the key trends and insights shaping the future of business and technology, from a slightly different perspective than what you're used to. Watch the latest episode of this special coverage for exclusive interviews and analysis, focusing on the “re-ordering” of priorities like sustainability, agentic AI, automation, productivity, and more.…

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The Six Five with Patrick Moorhead and Daniel Newman « » Ep. 243: Talking Adobe, Broadcom, Oracle, NVIDIA, Broadcom & Apple, Marvell, Lattice Semi