Why Customers Choose Google Cloud for Generative AI - Six Five On the Road

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:   Welcome Stacy Rasgon, Bernstein Research - AMD, Intel, Qualcomm https://bernstein-autonomous.bluematrix.com/sellside/Disclosures.action?brand=SCB https://x.com/PatrickMoorhead/status/1785780919111942486 https://x.com/PatrickMoorhead/status/1785431080146989100 https://x.com/PatrickMoorhead/status/1783635930894782641   Intel, Qualcomm, and Huawei Licenses https://twitter.com/danielnewmanUV/status/1788206137030123565 https://finance.yahoo.com/news/us-revokes-intel-qualcomm-licenses-215129066.html https://www.wsj.com/business/telecom/intel-says-u-s-commerce-department-revokes-licenses-for-exports-of-certain-items-to-chinese-customer-ccc24cb4   Arm Q4 FY24 Earnings https://twitter.com/PatrickMoorhead/status/1788320613268169075 https://twitter.com/danielnewmanUV/status/1788307911560896740 https://investors.arm.com/financials/quarterly-annual-results   GlobalFoundries Q1/24 Earnings https://x.com/PatrickMoorhead/status/1788666648364196204 https://twitter.com/danielnewmanUV/status/1787852243485737438 https://investors.gf.com/news-releases/news-release-details/globalfoundries-reports-first-quarter-2024-financial-results   Apple iPad Event, M4, and Crush Ad https://twitter.com/PatrickMoorhead/status/1788232540014485719 https://twitter.com/PatrickMoorhead/status/1787924179305775113 https://twitter.com/PatrickMoorhead/status/1787872625584451675 https://twitter.com/anshelsag/status/1787853937191919786 https://twitter.com/danielnewmanUV/status/1788038241947718113 https://twitter.com/danielnewmanUV/status/1787888079027490939 https://twitter.com/danielnewmanUV/status/1787874439620911493 https://twitter.com/danielnewmanUV/status/1787645269766738082 https://finance.yahoo.com/news/apples-ipad-event-was-an-ai-teaser-for-its-future-184058075.html   Visit to Solidigm HQ - State of Storage for AI https://twitter.com/PatrickMoorhead/status/1787587203889066087 https://twitter.com/danielnewmanUV/status/1787584537993814352   ServiceNow Knowledge 2024 https://twitter.com/PatrickMoorhead/status/1788377708428251536 https://twitter.com/PatrickMoorhead/status/1788261884707348781 https://twitter.com/PatrickMoorhead/status/1788253247075229755 https://twitter.com/PatrickMoorhead/status/1787947668356165751 https://twitter.com/PatrickMoorhead/status/1787890800812245053 https://twitter.com/PatrickMoorhead/status/1787888259370283299 https://twitter.com/PatrickMoorhead/status/1787879440485318790 https://twitter.com/PatrickMoorhead/status/1787877672951128380 https://twitter.com/danielnewmanUV/status/1787893020928713062 https://twitter.com/danielnewmanUV/status/1787878111465590840   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, host Shira Rubinoff is joined by IBM's Akiba Saeedi and Scott McCarthy, for a conversation on securing AI against emerging threats and integrating cybersecurity into the fabric of AI innovation. Their discussion covers: Current market trends and concerns from clients regarding AI The importance of Governance in AI and the role of cybersecurity Identifying and mitigating risks associated with AI technologies The essential consideration of cybersecurity as part of AI development Insights into the burgeoning field of Quantum technology and its implications  

On this episode of the Six Five in the Booth, Will Townsend of Moor Insights & Strategy is joined by Infoblox's Mukesh Gupta, Chief Product Officer for a conversation on the future of cybersecurity in an ever-evolving threat landscape. Their discussion covers: Strategies to track the constantly evolving threat landscape Emerging attack trends to watch The significance of DNS in cybersecurity enhancements by Infoblox Infoblox’s latest innovations for enhanced protection and control Mukesh Gupta's insights on the biggest challenges for security professionals in 2025  

  On this episode of the Six Five in the Booth, Will Townsend of Moor Insights & Strategy is joined by Infoblox's Dr. Renée Burton, Vice President, Threat Intelligence, for a deep dive into the world of DNS-based threat intelligence and how Infoblox is leading the charge in protecting businesses from an array of cyber threats. Their discussion covers: The pivotal role of DNS in the cybersecurity landscape and Infoblox’s approach to unmasking threat actors. The intriguing story behind the names of threats like seahorses, pumas, vipers, dogs, and meerkats, and the significance of DNS in safeguarding against them. An exploration of Zero Day DNS and its importance in the battle against cyber threats. Infoblox's strategic shift from threat aggregator to creator and the reasoning behind this transition. The necessity of introducing new security products in a market flooded with solutions.  

On this episode of the Six Five On the Road, host Shira Rubinoff is joined by Index Engines' Jim McGann, VP of Strategic Alliances, for a conversation on how Index Engines is revolutionizing data security and integrity within the industry. Their discussion covers: An overview of Index Engines and its role within the security sector. The success and strategy behind CyberSense for data protection. Goals and expectations for the upcoming RSA conference.

On this episode of the Six Five on the Road, Krista Macomber and Will Townsend are joined  by Microsoft's Vasu Jakkal, Corporate Vice President, Microsoft Security for a conversation on Microsoft’s unwavering commitment to security. Their discussion covers: Microsoft’s expanded Secure Future Initiative and its approach to security Insights from the deployment of Microsoft Copilot for Security and its impact from a customer perspective The role of GenAI in the realm of cybersecurity, examining both threats and defenses The concept of "security as a team sport" and Microsoft's strategy in fostering robust security ecosystems  

On this episode of the Six Five on the Road, Krista Macomber and Will Townsend are joined by Microsoft's Herain Oberoi, General Manager, Microsoft Security for a conversation on securing and governing AI. Their discussion covers: The importance of securing AI, in light of Microsoft Security's recent announcements. Unique threats and risks associated with generative AI and Microsoft’s strategies. Strategies to address the concern of sensitive data leakage with AI adoption. Insights and recommendations for organizations planning to adopt Copilot for M365.  

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:   AMD Q1/24 Earnings https://twitter.com/PatrickMoorhead/status/1785431080146989100 https://twitter.com/PatrickMoorhead/status/1785410851790364722 https://twitter.com/danielnewmanUV/status/1785404308927725708 https://twitter.com/danielnewmanUV/status/1785412651889127782 https://www.amd.com/en/newsroom/press-releases/2024-4-30-amd-reports-first-quarter-2024-financial-results.html#:~:text=SANTA%20CLARA%2C%20Calif.%2C%20April,earnings%20per%20share%20of%20%240.07   Amazon Q1/24 Earnings & Q Goes GA https://twitter.com/PatrickMoorhead/status/1785666389996380578 https://moorinsightsstrategy.com/research-notes/amazon-q-delivers-an-evolved-take-on-ai-for-enterprises/ https://twitter.com/danielnewmanUV/status/1785400018263801979 https://twitter.com/danielnewmanUV/status/1785689571033825755 https://twitter.com/danielnewmanUV/status/1785411458383176166 https://twitter.com/danielnewmanUV/status/1785035897861255288 https://ir.aboutamazon.com/news-release/news-release-details/2024/Amazon.com-Announces-First-Quarter-Results-68b9258cd/   Qualcomm Q2/FY24 Earnings https://twitter.com/PatrickMoorhead/status/1785787290784035156 https://twitter.com/PatrickMoorhead/status/1785780919111942486 https://twitter.com/PatrickMoorhead/status/1785762212876873826 https://twitter.com/danielnewmanUV/status/1785785183058141199 https://finance.yahoo.com/news/qualcomm-inc-qcom-q2-fiscal-214245257.html   Apple Q2/FY24 Earnings https://www.apple.com/newsroom/2024/05/apple-reports-second-quarter-results/ https://twitter.com/PatrickMoorhead/status/1786133526833672202 https://x.com/quartr_app/status/1786134894646554820?s=46&t=YiEHo6jc4-PozRf_efr9PA https://twitter.com/danielnewmanUV/status/1786145686594965978 https://twitter.com/danielnewmanUV/status/1786133257353871491   Lattice Q1/24 Earnings https://twitter.com/PatrickMoorhead/status/1785367306584948887 https://twitter.com/danielnewmanUV/status/1785073534449979744 https://ir.latticesemi.com/static-files/02d79053-4b33-46ac-b47c-b16b9d5121f2   Commvault Q4/FY24 Earnings https://twitter.com/danielnewmanUV/status/1785361743255921034 https://ir.commvault.com/news-releases/news-release-details/commvault-announces-fiscal-2024-fourth-quarter-financial-results   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 (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:   Google Q1/24 Earnings  https://twitter.com/danielnewmanUV/status/1783592718712668547 https://x.com/PatrickMoorhead/status/1783651113767706925  https://abc.xyz/assets/91/b3/3f9213d14ce3ae27e1038e01a0e0/2024q1-alphabet-earnings-release-pdf.pdf https://finance.yahoo.com/news/alphabet-earnings-preview-all-eyes-on-ai-investments-ad-market-growth-as-meta-disappoints-142011581.html   Microsoft Q3/24 Earnings  https://x.com/PatrickMoorhead/status/1783642788409888806  https://twitter.com/danielnewmanUV/status/1783589533725958356 https://www.microsoft.com/en-us/investor/earnings/fy-2024-q3/press-release-webcast https://www.microsoft.com/en-us/Investor/earnings/FY-2024-Q3/performance   ServiceNow Q1/24 Earnings  https://twitter.com/danielnewmanUV/status/1783231711490302031 https://www.servicenow.com/company/media/press-room/first-quarter-2024-financial-results.html   SAP Q1/24 Earnings https://twitter.com/danielnewmanUV/status/1782746698625737023 https://twitter.com/PatrickMoorhead/status/1783309345779814513 https://news.sap.com/2024/04/sap-announces-q1-2024-results/   Meta Q1/24 Earnings https://twitter.com/danielnewmanUV/status/1783239579463553395 https://investor.fb.com/investor-news/press-release-details/2024/Meta-Reports-First-Quarter-2024-Results/default.aspx   IBM Q1/24 Earnings https://x.com/PatrickMoorhead/status/1783319862950998392    Intel Q1/24 Earnings  https://x.com/PatrickMoorhead/status/1783635930894782641  https://twitter.com/danielnewmanUV/status/1783596972236050773 https://twitter.com/danielnewmanUV/status/1783600304577012055 https://www.intc.com/news-events/press-releases/detail/1692/intel-reports-first-quarter-2024-financial-results https://finance.yahoo.com/news/intel-earnings-135825817.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:   Apple Vision Pro Developers Losing Interest? https://twitter.com/PatrickMoorhead/status/1780746447102599462 https://twitter.com/PatrickMoorhead/status/1779852272937132347 https://twitter.com/danielnewmanUV/status/1779672831049011663   U.S. Awards Samsung & Micron over $6B in CHIPS Act https://twitter.com/PatrickMoorhead/status/1779849058540027907 https://twitter.com/danielnewmanUV/status/1780766818157617281 https://twitter.com/danielnewmanUV/status/1779873626084274559   Does AMD Really Have a Datacenter AI GPU Problem? https://twitter.com/PatrickMoorhead/status/1779851395811668037 https://twitter.com/danielnewmanUV/status/1779696805820698953   Adobe’s Use of Midjourney https://twitter.com/danielnewmanUV/status/1780264288348766403 https://www.bloomberg.com/news/articles/2024-04-12/adobe-s-ai-firefly-used-ai-generated-images-from-rivals-for-training   Samsung Knocks Apple Off Of Number 1 Market Share https://twitter.com/danielnewmanUV/status/1779915488723611791 https://www.washingtontimes.com/news/2024/apr/15/samsung-knocks-apple-out-as-worlds-biggest-phone-s/ https://malaysia.news.yahoo.com/samsung-takes-top-phone-maker-092637769.html   Arm Says CPUs Can Save 15 Percent of Total Datacenter Power https://twitter.com/PatrickMoorhead/status/1780674836123074946 https://twitter.com/danielnewmanUV/status/1780687456716861730   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.