The Six Five with Patrick Moorhead and Daniel Newman Patrick Moorhead and Daniel Newman

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:
 
SAP Q2FY24 Earnings
https://twitter.com/PatrickMoorhead/status/1815509821782712744
https://twitter.com/danielnewmanUV/status/1815481693773410329
https://twitter.com/danielnewmanUV/status/1815583190901240187
https://news.sap.com/2024/07/sap-announces-q2-2024-results/
https://finance.yahoo.com/news/sap-q2-results-top-estimates-170347041.html
 
Google Q2FY24 Earnings
https://twitter.com/danielnewmanUV/status/1815845517810868523
https://twitter.com/danielnewmanUV/status/1815858305341775910
https://abc.xyz/assets/19/e4/3dc1d4d6439c81206370167db1bd/2024q2-alphabet-earnings-release.pdf
 
Rumored NVIDIA B20 For China
https://twitter.com/PatrickMoorhead/status/1815527029166473600
https://twitter.com/danielnewmanUV/status/1815588486243610871
https://www.reuters.com/technology/nvidia-preparing-version-new-flaghip-ai-chip-chinese-market-sources-say-2024-07-22/
https://www.tweaktown.com/news/99462/nvidia-working-on-b20-ai-gpu-for-china-compliant-with-us-regulations-enters-production-soon/index.html
 
IBM Q2FY24 Earnings
https://twitter.com/danielnewmanUV/status/1816247781922857156
https://finance.yahoo.com/news/ibms-q2-earnings-revenues-beat-110400705.html
https://www.ibm.com/downloads/cas/9Q14L10Z
 
Another Day, Another Apple Booting Qualcomm Rumor
https://twitter.com/danielnewmanUV/status/1816182581207130575
https://appleinsider.com/articles/24/07/24/apple-has-reportedly-dropped-qualcomm-modems-on-two-2025-iphones
https://www.cnet.com/tech/mobile/apple-may-ditch-qualcomms-5g-modems-in-some-2025-iphones-report-says/
 
ServiceNow Q2FY24 Earnings
https://twitter.com/danielnewmanUV/status/1816229786873966825
https://www.servicenow.com/company/media/press-room/second-quarter-2024-earnings.html
https://markets.ft.com/data/announce/detail?dockey=600-202407241610BIZWIRE_USPRX____20240724_BW663858-1
 
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 Webcast, host Paul Nashawaty is joined by Dell Technologies’ Nivas Iyer, Sr. Principal Product Manager, for a conversation on overcoming data storage challenges in modern IT environments, transitioning from traditional VMs to Kubernetes.
Their discussion covers:
The evolution of data storage from VMs to Kubernetes.
Key challenges businesses face when managing data storage in Kubernetes environments.
Best practices for implementing data storage solutions in Kubernetes.
Dell Technologies' approach to simplifying data storage for Kubernetes.
Predictions for the future of data storage and Kubernetes.
 

On this episode of the Six Five On the Road, hosts Dave Nicholson and Alastair Cooke are joined by WEKA's Shimon Ben David, Chief Technology Officer, for a conversation on how WEKA's solutions, including the WEKApod Data Platform Appliance, are designed to keep storage technology in pace with the rapidly evolving demands of today's AI workloads.
Their discussion covers:
The challenges that current AI workloads pose to traditional storage systems.
An overview of WEKApod Data Platform Appliance and its capabilities.
How WEKA's solutions are helping organizations optimize their data infrastructure for AI.
Trends in AI that are shaping the future of storage technology.
Insights into the partnership with Solidigm and its impact on advancing AI storage solutions.
 

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:
 
Crowdstrike Global Meltdown
https://x.com/PatrickMoorhead/status/1814270507602116769
 
Meta Won't Do GAI In EU Or Brazil
https://thehackernews.com/2024/07/meta-halts-ai-use-in-brazil-following.html
https://www.bbc.com/news/articles/c7291l3nvwvo
https://www.reuters.com/technology/artificial-intelligence/meta-decides-suspend-its-generative-ai-tools-brazil-2024-07-17/
 
HP Imagine AI 2024
https://www.hp.com/us-en/newsroom/press-kits/2024/hp-imagine-ai.html
https://www.hp.com/us-en/newsroom/press-releases/2024/HP-Takes-AI-Leadership-to-the-Next-Level.html
 
TSMC Q2FY24 Earnings
https://twitter.com/danielnewmanUV/status/1813905186756145196
https://twitter.com/danielnewmanUV/status/1813911397950001327
https://investor.tsmc.com/english/quarterly-results/2024/q2
 
AMD Zen 5 Tech Day
https://www.kitguru.net/components/cpu/matthew-wilson/everything-we-learned-at-amds-zen-5-tech-day/
https://www.tomshardware.com/pc-components/cpus/amd-deep-dives-zen-5-ryzen-9000-and-strix-point-cpu-rdna-35-gpu-and-xdna-2-architectures
 
Apple Using YouTube To Train Its Models?
https://timesofindia.indiatimes.com/technology/tech-news/apple-ai-model-trained-on-youtube-this-is-what-the-company-has-to-say/articleshow/111837078.cms
https://www.macrumors.com/2024/07/18/apple-intelligence-not-trained-on-youtube/
 
NVIDIA Announces Mistral NeMo 12B NIM
https://mistral.ai/news/mistral-nemo/?ref=upstract.com
https://venturebeat.com/ai/nvidia-and-mistrals-new-model-mistral-nemo-brings-enterprise-grade-ai-to-desktop-computers/
https://www.forbes.com/sites/moorinsights/2024/07/18/mistral-nemo-analyzing-nvidias-broad-model-support/
 
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.

Dive into the future of cybersecurity in the latest episode of Connected, hosted by Diana Blass!  Discover how enterprises are moving from siloed solutions to integrated, autonomous tools for enhanced protection in the AI era, and see how the tech market is evolving. We explore the topic through the lens of Cisco, a networking company that's become increasingly competitive in cybersecurity following its acquisition of Splunk. Hear exclusive interviews with Krista Macomber and Steven Dickens from The Futurum Group, plus top executives from Cisco. Tune in now!

On this episode of the Six Five Media Webcast, Dave Nicholson is joined by Kyndryl, Intel, and Dell Technologies representatives Kevin Hazard, Nuri Cankaya, and Jonathan Seckler for a conversation on Making Enterprise AI Real. This comprehensive discussion outlines how enterprises can implement AI swiftly, the innovative AI factory model by Dell, readiness for current AI applications, and the crucial role of companies like Kyndryl, Intel, and Dell Technologies in facilitating AI integration within corporate strategies.
Their discussion covers:
The transformative potential of AI factories by Dell for enterprises to scale AI infrastructure.
The need for enterprises to adopt new skills and expertise to capitalize on AI technologies, with guidance from Kyndryl.
Intel’s introduction of advanced CPU and GPU technologies tailored for enhanced AI capabilities and infrastructure.
The readiness of enterprises for AI integration, featuring insights from Intel on technology, ecosystem support, and development programs.
Strategies for enterprises to kick-start their AI initiatives, including planning for future technology advancements with Dell's AI Ops and partnership insights.