The Six Five with Patrick Moorhead and Daniel Newman Patrick Moorhead and Daniel Newman
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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.
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Ep. 213: We are Live! Talking Apple, AMD, Samsung & Micron, Adobe, Samsung & Apple, Arm
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. -
Why Customers Choose Google Cloud for Generative AI - Six Five On the Road
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
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Google's Workload Optimized Infrastructure at Next '24 - Six Five On the Road
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.
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Trusted Data: The Difference Maker - Six Five - On the Road with Cloudera
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
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An Inside Look at Intel Enterprise AI from Vision 2024 - Six Five On the Road
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
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Ep. 212: We are Live! Talking Intel, Google, Apple, TSMC, Marvell, U.S. Inflation Data
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.
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