Ep. 209: We are Live! Talking NVIDIA, Apple, Broadcom, Intel, Micron, 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:   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.

On this episode of the Six Five On the Road, hosts Daniel Newman and Patrick Moorhead are joined by Google Cloud's Oliver Parker, Vice President, Global Generative AI GTM, for a conversation on why Google Cloud is the preferred choice for customers looking into generative AI solutions. Their discussion covers: The reasons behind Oliver Parker's decision to rejoin Google Cloud Insights from recent global meetings with customers about their inquiries and needs regarding generative AI The key factors driving customers towards choosing Google Cloud for generative AI projects Additional insights into Google Cloud's offerings and future directions  

On this episode of the Six Five On the Road, hosts Daniel Newman and Patrick Moorhead are joined by Google Cloud's Mark Lohmeyer, Vice President & GM Compute and ML Infrastructure, for a conversation on Google Cloud's latest innovations and strategic direction, particularly focusing on workload-optimized infrastructure. The discussion covers: The holistic approach of Google Cloud toward system-level design optimization across essential technology stacks. The extensive range of TPUs and GPUs available through Google Cloud and partners, enhancing infrastructure flexibility. An in-depth look at Google Cloud's AI Hypercomputer architecture designed to supercharge AI operations. The introduction of Axion, a new custom-designed Arm-based CPU by Google. Exciting expansions in Google Cloud's storage capabilities, including the launch of Hyperdisk ML for AI applications.  

On this episode of The Six Five On the Road, hosts Daniel Newman and Patrick Moorhead welcome Dipto Chakravarty, Chief Product Officer at Cloudera for a conversation on Cloudera’s growth and product-led innovations and their position as AI continues to disrupt compute infrastructure at Cloudera Elevate 25. Their discussion covers: An overview of Cloudera’s growth strategy and specific product-led innovations Cloudera has planned  Cloudera’s “nexus of trusted data” and how this makes their cloud platform unique  How Cloudera positions themselves as AI usage trends continue and how Cloudera’s trusted data will make a difference for customers  

On this episode of the Six Five - On the Road, hosts Patrick Moorhead and Daniel Newman are joined by Intel's Justin Hotard, Executive Vice President and General Manager, Data Center and AI Group, and Sachin Katti, Senior Vice President and General Manager, Network and Edge Group. This episode offers an insightful discussion on Intel's strategic direction regarding Enterprise AI, which was covered this week during Intel Vision 2024. Their discussion covers: The Enterprise AI Opportunity  Intel’s Vision for Enterprise AI and the necessary steps to realize it Intel's scalable approach to AI and its impact Intel's strategy on addressing software challenges in AI Key product announcements made by Intel this week  

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.  Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:   Intel Vision 2024 Event https://twitter.com/anshelsag/status/1777723909972041979 https://twitter.com/danielnewmanUV/status/1777779401113169929 https://twitter.com/danielnewmanUV/status/1777741909865488417 https://twitter.com/danielnewmanUV/status/1777732805386199384 https://x.com/PatrickMoorhead/status/1777824158921240693 https://x.com/PatrickMoorhead/status/1777823715168079996   Google Cloud Next 2024 Event https://twitter.com/PatrickMoorhead/status/1777730172441288797 https://twitter.com/PatrickMoorhead/status/1778106837373690119 https://twitter.com/danielnewmanUV/status/1777749000151773570 https://twitter.com/PatrickMoorhead/status/1777841767632744835 https://twitter.com/PatrickMoorhead/status/1777732669478236465 https://twitter.com/danielnewmanUV/status/1777746536069464246 https://twitter.com/PatrickMoorhead/status/1777837143286800747 https://twitter.com/PatrickMoorhead/status/1777734922616336580 https://twitter.com/PatrickMoorhead/status/1777733496364265602 https://twitter.com/danielnewmanUV/status/1778106196567925001 https://twitter.com/danielnewmanUV/status/1777751328212779338 https://twitter.com/danielnewmanUV/status/1777846396487700484 https://twitter.com/danielnewmanUV/status/1777738921734176838 https://twitter.com/danielnewmanUV/status/1777736027274416234   Apple M4 Chips & New Macs https://x.com/PatrickMoorhead/status/1778517407071412553 https://www.yahoo.com/news/apple-may-start-releasing-ai-centric-m4-powered-macs-later-this-year-175312540.html#:~:text=Versions%20of%20the%2013%2Dinch,notes%20that%20plans%20may%20change https://www.bloomberg.com/news/articles/2024-04-11/apple-aapl-readies-m4-chip-mac-line-including-new-macbook-air-and-mac-pro   TSMC Gets $6.6 billion CHIPS Act Funding https://twitter.com/PatrickMoorhead/status/1777394409295782078 https://twitter.com/danielnewmanUV/status/1778186030300209478 https://twitter.com/danielnewmanUV/status/1778125637875826748 https://www.wsj.com/tech/taiwanese-chip-making-giant-tsmc-gets-6-6-billion-for-arizona-project-f75e9de4 https://www.marketplace.org/2024/04/09/tsmc-deal-chips-acts-semiconductors/   Marvell Accelerated Infrastructure for the AI Era Event https://twitter.com/PatrickMoorhead/status/1778424084130369545 https://twitter.com/danielnewmanUV/status/1778424121409380846 https://twitter.com/PatrickMoorhead/status/1778430334268297449 https://twitter.com/PatrickMoorhead/status/1778430966006006256   U.S. Inflation Data https://twitter.com/danielnewmanUV/status/1778054672689013131 https://twitter.com/danielnewmanUV/status/1778104488706056336 https://twitter.com/PatrickMoorhead/status/1778195676251435442   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 Keith Kirkpatrick is joined by Adobe's Ken Reisman, Vice President of Digital Media for Enterprise, for an illuminating conversation on how Adobe is catering to the evolving content needs of modern enterprises. Recorded at Adobe Summit, Adobe's premier Digital Experience conference, this discussion delves deep into the realms of innovation, GenAI's business impact, and what the future holds for Adobe Firefly. Their discussion covers: The significance of Adobe Summit as a hub for digital experience innovation and what enterprises are seeking to truly leverage the potential of GenAI. Ken Reisman’s insights on the latest innovations and product announcements from Adobe, highlighting the developments he's most enthusiastic about. The future trajectory for Adobe Firefly amidst Adobe's expansive innovation landscape and other key takeaways from the event.  

On this episode of the Six Five - On the Road, hosts Patrick Moorhead and Daniel Newman are joined by Dell Technologies' Kyle Dufresne and Ihab Tarazi, who dive into the State of AI Adoption with Dell Technologies. This discussion unravels Dell's positioning and strategy in the evolving AI landscape, exploring their unique value proposition, as well as, upcoming insights from Dell Technologies World. Our discussion covers: Dell's opportunities in GenAI following NVIDIA GTC The advantages of partnering with Dell for enterprise AI solutions Anticipated highlights and what to expect at Dell Tech World    

On this episode of Six Five - On the Road, host Patrick Moorhead and Daniel Newman are joined by Dell Technologies' Varun Chhabra, SVP Product Marketing, for a conversation on the collaboration between Dell and NVIDIA known as the Dell AI Factory. This innovative initiative was one of the highlights at the recent NVIDIA GTC event, showcasing how both companies are at the forefront of driving enterprise adoption of AI technologies. Their discussion covers: The unveiling of the Dell AI Factory in partnership with NVIDIA at GTC, and its significance for the AI industry. Insights into Rapid Adoption Group's (RAG) findings on enterprise adoption of AI technologies. How Dell's collaboration with NVIDIA, including the integration of NVIDIA's Blackwell series, is shaping the future of AI solutions for customers. A sneak peek into what Dell Technologies has planned next in the field of AI and emerging technologies.