Ep. 222: We are Live! Talking Micron, Microsoft, Google, Lenovo, Synopsys

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:   Micron Q3FY24 Earnings https://investors.micron.com/news-releases/news-release-details/micron-technology-inc-reports-results-third-quarter-fiscal-2024 https://www.cnbc.com/2024/06/26/micron-shares-slide-after-revenue-forecast-fails-to-top-estimates.html https://finance.yahoo.com/news/micron-technology-mu-stock-trades-164706907.html https://twitter.com/danielnewmanUV/status/1806162044187803784   Our First Personal Impressions On Copilot+ PC https://twitter.com/PatrickMoorhead/status/1806346748840869953 https://twitter.com/PatrickMoorhead/status/1805659409273463240 https://twitter.com/danielnewmanUV/status/1805696398094221635   Google Kills Endless Scroll https://www.theverge.com/2024/6/25/24185727/google-search-continuous-scrolling-doomscrolling-graveyard https://www.zdnet.com/article/google-search-kills-infinite-scroll-heres-what-it-means-for-you-and-websites/   Lenovo AI Announcements https://news.lenovo.com/pressroom/press-releases/lenovo-accelerates-ai-with-solutions-that-fast-track-ai-use-cases-for-every-industry/   Google Updates Vertex AI https://www.theverge.com/2024/6/27/24187534/google-vertex-ai-developer-search-features-third-party-data https://venturebeat.com/ai/google-to-shore-up-vertex-ais-enterprise-credentials-with-addition-of-mistral-small-large-and-codestral-models/   Synopsys At DAC https://www.synopsys.com/blogs/chip-design/ai-chip-design-dac-2024.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.

In this episode of Connected, Diana Blass explores Dell Tech World, uncovering the cutting-edge infrastructure powering AI in enterprises. From robots to farms, witness next-gen servers and edge devices in action. The challenge? Scaling these technologies to maximize computational power efficiently while keeping costs and energy consumption in check. Discover more in our latest episode!  

On this episode of the Six Five On the Road, Keith Townsend and Dave Nicholson are joined by Ocient's Shantan Kethireddy, Vice President of Customer Solutions for a conversation on the impact of AI on scalability, both technically and environmentally, and how Ocient's high-density storage solutions are addressing these challenges. Their discussion covers: An overview of Ocient and its role in enabling data-intensive analysis with an emphasis on performance, cost, and energy efficiency. The importance of high-density storage in delivering efficient data solutions and the partnership with Solidigm to achieve this. Insight into the types of customers and workloads Ocient supports, showcasing the versatility of their solutions across various sectors. How Ocient is addressing the technical and environmental scalability challenges posed by AI, focusing on optimizing hardware efficiency and minimizing energy consumption. Shantan's anticipation for the future of hardware innovation revealed at Dell Tech World and its implications for Ocient's service delivery.  

On this episode of the Six Five Webcast - AWS Serverless Series, Keith Townsend is joined by Amazon Web Services' AWS Lambda Usman Khalid and Spencer Dillard for a conversation on leveraging AWS Serverless technologies to achieve rapid innovation without compromising security. Their discussion covers: The advantages of the Serverless operating model versus traditional application development Common security challenges in modern application development and how AWS addresses these The shared responsibility model for securing Serverless applications on AWS Built-in protections provided by AWS Serverless services like AWS Lambda and Amazon ECS with AWS Fargate How the ephemeral nature of Serverless resources contributes to security  

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:   HPE Discover 2024 https://twitter.com/PatrickMoorhead/status/1803456652202615200 https://twitter.com/PatrickMoorhead/status/1803112603952332898 https://twitter.com/PatrickMoorhead/status/1803161169487937863 https://twitter.com/PatrickMoorhead/status/1803107152309133393 https://twitter.com/PatrickMoorhead/status/1803099434047475875 https://twitter.com/danielnewmanUV/status/1803191780088881156 https://twitter.com/danielnewmanUV/status/1803107665260028363 https://twitter.com/danielnewmanUV/status/1803109611798753725 https://twitter.com/danielnewmanUV/status/1803086509408751642   Apple Halt On Vision Pro? https://readwrite.com/apple-halts-work-on-vision-pro-turns-focus-to-releasing-a-cheaper-vision-headset-next-year/ https://9to5mac.com/2024/06/18/why-the-vision-pro-2-shutdown-actually-points-to-a-brighter-apple-vision-future/   Pure Storage Accelerate 2024 https://twitter.com/PatrickMoorhead/status/1803540142587781286 https://twitter.com/danielnewmanUV/status/1803539488318394848 https://twitter.com/PatrickMoorhead/status/1803862404364968022 https://twitter.com/PatrickMoorhead/status/1803827298250154364 https://twitter.com/danielnewmanUV/status/1803539488318394848   The 3 Trillion Battle - World’s Most Valuable Companies https://twitter.com/danielnewmanUV/status/1803195987110010889 https://twitter.com/danielnewmanUV/status/1803156963301400940 https://twitter.com/danielnewmanUV/status/1803167696869269815 https://twitter.com/danielnewmanUV/status/1802850071429742696 https://twitter.com/danielnewmanUV/status/1802767292662513803 https://finance.yahoo.com/news/nvidia-becomes-world-most-valuable-185546829.html https://www.nytimes.com/2024/06/18/technology/nvidia-most-valuable-company.html   Dell Tech x.AI Ai Deal https://finance.yahoo.com/news/dell-super-micro-shares-jump-140329801.html https://www.bloomberg.com/news/articles/2024-06-20/dell-super-micro-shares-jump-on-reports-of-ai-factory-for-elon-musk-s-xai https://www.investopedia.com/musk-says-dell-super-micro-computer-will-provide-hardware-for-his-ai-startup-8666455   Copilot + PCs Ship https://twitter.com/danielnewmanUV/status/1803060301044064442 https://twitter.com/PatrickMoorhead/status/1802901013051080756 https://www.engadget.com/here-are-all-of-the-copilot-pcs-with-snapdragon-x-chips-that-were-released-today-104404765.html https://learn.microsoft.com/en-us/windows/ai/npu-devices/   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 In the Booth, host Melody Brue is joined by Shure's Sam Sabet, CTO, at InfoComm 2024, for a conversation on Shure's latest developments in audio technology, their end-user centric design philosophy, and what the future holds for the company. Their discussion covers: How Shure’s end-user centric design philosophy shapes their product development process and the overall customer experience. A deep dive into the Microflex MXW neXt 2, discussing its key features and versatility for various user needs. Insights into the Shure Cloud Beta launched at ISE, including the significance of a cloud portal for device management. Shure’s approach to security within its cloud portal solutions.  

On this episode of the Six Five on the Road, Daniel Newman and Patrick Moorhead break down the latest developments and key messages shared by Intel at Computex 2024. Their discussion covers: Intel's showing at Computex 2024  The announcements of Xeon 6 for the data center, AI accelerators Gaudi 2 & 3, and AI PC processor Lunar Lake The execution of Lunar Lake and Xeon 6 processors (which are on time or even ahead of schedule) Intel's AI PC strategy  The need to show more real-world use cases for Gaudi in the data center   Learn more at Intel at Computex 2024.

On this episode of On The Road at Pure//Accelerate 2024, we are joined by Pure Storage's Prakash Darji and Shawn Hansen, GM Digital Experience Business Unit and GM Core Platforms, respectively, for a conversation on Pure Storage's latest digital experience initiatives, storage solutions, and AI strategies. Their discussion covers: Insights into Pure Storage's latest digital experience initiatives The impact of evolving storage technologies on enterprise IT strategies Pure Storage’s approach to sustainability in data management Challenges and solutions in current data storage trends The future of data storage and Pure Storage’s roadmap Learn more at Pure Storage.

On this episode of the Six Five On The Road, hosts Daniel Newman and Patrick Moorhead are joined by Pure Storage's CEO, Charles Giancarlo, for a conversation on the future of storage solutions and AI innovations at Pure//Accelerate 2024. Their discussion covers: Charles Giancarlo's insights on the evolving landscape of data storage and management New technologies and solutions unveiled at Pure//Accelerate 2024 The role of AI and machine learning in advancing storage solutions Strategies for ensuring data security and privacy in storage solutions Pure Storage's vision for the future of digital infrastructure Learn more at Pure Storage.

On this episode of the Six Five Webcast, host Steven Dickens is joined by IBM's Spurthi Kommajosula, Product Manager, IBM Data Product Hub for a conversation on enhancing data and AI outcomes through modern data sharing solutions. Our discussion covers: The critical nature of data sharing in today's digital environment. Common inefficiencies in current data exchange methods, including manual delivery and lack of data quality. The significant benefits of adopting a data-as-a-product mindset, emphasizing quick value realization, cost efficiency, and improved governance. Exploring the primary features and advantages of an internal data marketplace. Concluding thoughts and actions to further engage with IBM's Data Product Hub.