Ep. 215: We are Live! Talking AMD, Amazon, Qualcomm, Apple, Lattice, Commvault

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:   OpenAI Announcements On GPT-4 and 4o https://twitter.com/PatrickMoorhead/status/1790075998513279080 https://twitter.com/PatrickMoorhead/status/1790086210402103729 https://twitter.com/PatrickMoorhead/status/1790081384465203663 https://twitter.com/danielnewmanUV/status/1790369061135663561 https://twitter.com/danielnewmanUV/status/1790070271560298862 https://twitter.com/PatrickMoorhead/status/1790166603989946495 https://openai.com/index/hello-gpt-4o/   Google I/O 2024 https://blog.google/technology/ai/google-io-2024-100-announcements/ https://www.tomsguide.com/news/live/google-io-2024-keynote https://twitter.com/PatrickMoorhead/status/1790512651572756590 https://twitter.com/PatrickMoorhead/status/1790369592109420605   Cisco Q3 FY24 Earnings https://twitter.com/PatrickMoorhead/status/1790847816270590226 https://twitter.com/danielnewmanUV/status/1790878658267169199 https://investor.cisco.com/news/news-details/2024/CISCO-REPORTS-THIRD-QUARTER-EARNINGS/default.aspx   Dell AI Server Orders https://www.cnbc.com/2024/05/15/dell-stock-surges-9percent-on-optimism-company-has-big-ai-server-orders.html https://twitter.com/danielnewmanUV/status/1790835313733935570   AWS CEO Change https://twitter.com/danielnewmanUV/status/1790409264407703955 https://twitter.com/PatrickMoorhead/status/1790512651572756590 https://www.aboutamazon.com/news/company-news/leadership-update-aws-adam-selipsky-matt-garman https://fortune.com/2024/05/14/amazon-aws-ceo-adam-selipsky-departing-matt-garman/   IBM and Palo Alto Partner on AI-Powered Security Focus IBM efforts on data security (Guardian, Polar) and identity, Security challenges much more tightly aligned to HC & AI Lead services partner for #1 Security ISV, giving us a chance to grow our business in line with theirs XDR taking over SIEM, pjatformization of Security, threat mgmt landscape changing rapidly with PANW IBM has a partner to embed IBM AI, Building LLMs on watsonx to infuse into PANW’s tooling -Hashi Vault a key piece of the puzzle moving forward with our existing Verify offering https://newsroom.ibm.com/2024-05-15-Palo-Alto-Networks-and-IBM-to-Jointly-Provide-AI-powered-Security-Offerings-IBM-to-Deliver-Security-Consulting-Services-Across-Palo-Alto-Networks-Security-Platforms   Synopsys Sells Off Software Integrity Division https://uk.finance.yahoo.com/news/synopsys-sell-unit-much-2-142008331.html https://www.prnewswire.com/news-releases/synopsys-enters-definitive-agreement-to-sell-its-software-integrity-business-to-clearlake-capital-and-francisco-partners-302136709.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.

On this episode of the Six Five On the Road, host Krista Macomber is joined by Mike Nichols, VP of Product Management, Security, at Elastic for a conversation on the critical role of AI in transforming Security Operations Centers (SOCs). Mike shares insights on how artificial intelligence is not just the future but a present necessity in defending enterprise systems against advancing threats. Their discussion covers: The transition from traditional SIEM to AI-driven security analytics and its impact on SOC workflows. Advancements in threat detection with the new Attack Discovery feature using generative AI. Enhancements in team productivity through the AI Assistant, offering tailored guidance for analysts and administrators. The implementation of the Search AI platform to improve the accuracy and relevance of generative AI responses by integrating public Large Language Models (LLMs) with private contextual data. A forward-looking perspective on defending enterprises with AI technologies, emphasizing that the future is already here.  

On this episode of the Six Five on the Road, host Shira Rubinoff is joined by Aviatrix's Chris McHenry, Vice President of Product Management, for a conversation on the critical convergence of cloud networking and security, and how Aviatrix is leading the way. Their discussion covers: The timing and reasons behind the convergence of cloud networking and security The benefits that come from integrating cloud networking and security functions Insights into Aviatrix Distributed Cloud Firewall and its role in this new era Recommendations for organizations to align their enterprise cloud operations with networking and security imperatives The exciting potential of Generative AI in enhancing cost optimization, efficiencies, and proactive protection within cloud environments Learn more at Aviatrix.

In this episode of Six Five On the Road, host Keith Kirkpatrick welcomes Peter van der Putten, Lead Scientist & Director of Pega’s AI Lab at Pegasystems for a conversation about generative AI in the enterprise.  Their discussion covers: The current state of generative AI  Common use cases for the technology, pitfalls and hurdles to avoid when deploying generative AI  A preview of the topics he and others will be discussing at PegaWorld iNspire 2024  

On this episode of the Six Five On the Road, Shira Rubioff is joined by HUB International's Jeremy Embalabala and Cohesity's Kit Beall for a conversation on redefining cybersecurity and data management in today's rapidly evolving digital landscape. Their discussion covers: The transformative role of HUB International in the global insurance and financial services sector, and an insight into Jeremy's pivotal role. A deep dive into Cohesity's mission to revolutionize data management and security to derive actionable insights. Jeremy's perspective on the significant threats in cybersecurity and the strategic measures HUB International has adopted. Collaboration strategies between IT and Security Operations to confront rising cybersecurity challenges. The synergy between HUB International’s multicloud strategy and Cohesity’s innovative data protection solutions for enhanced cyber resilience.  

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.