The Six Five with Patrick Moorhead and Daniel Newman

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

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.

  1. HACE 21 H

    IBM on the Upswing, Intel Struggles, and the DeepSeek Saga Continues - Six Five Webcast - Infrastructure Matters

    On this episode of the Six Five Webcast - Infrastructure Matters, hosts Camberley Bates, Keith Townsend, and Dion Hinchcliffe discuss the latest developments and challenges in the tech industry. The discussion delves into IBM's recent successes, Intel's ongoing struggles, and the unfolding saga of a remarkable technology known as DeepSeek. Their discussion covers: The factors contributing to IBM's current upswing and what it indicates about their strategic direction. Intel's challenges amidst a competitive semiconductor market and potential strategies for recovery. An in-depth look into the DeepSeek technology, its implications, and why it's a topic of continuous interest.

    30 min

  2. HACE 1 DÍA

    Stargate - The $500 Billion Money Grab - Six Five Webcast: Infrastructure Matters

    On this episode of the Six Five Webcast: Infrastructure Matters, hosts Camberley Bates, Keith Townsend, and Dion Hinchcliffe share a conversation on the AI industry, its leadership, competitive landscape, and the infrastructural challenges and opportunities it presents. Their discussion covers: The pivotal role of CEOs in steering their companies through AI transformation and the strategic importance of AI in future corporate success.  The intense competition for both talent and data essential for creating powerful AI models, highlighting the efforts of giants like OpenAI, Meta, and Anthropic. Details about Project Stargate, a massive $500 billion endeavor by leading tech firms aimed at pioneering advanced AI models to ensure US competitiveness on the global stage. The emergence of China's DeepSeek AI as a significant rival to the dominance of US-based AI initiatives.

    32 min

  3. HACE 2 DÍAS

    Six Five Connected with Diana Blass: Broadcom Leaders Maintain Mainframe's Relevance

    Mainframes are not only here to stay—they’re leading the way!    This powerful tech is not only alive but thriving, powering 74% of the world's transactional workloads. From banking to shopping, the mainframe is the backbone of our digital world, offering unmatched security, resilience, and performance. 💪 But there's a catch: with a generation of mainframe experts heading into retirement, the industry needs fresh talent! 👨‍💻👩‍💻 Diana Blass is joined by subject matter experts from various companies including Broadcom, Interskill, The Linux Foundation, and The Futurum Group, for a conversation on how organizations are investing heavily in training and development programs to bridge the skills gap. Watch this episode of Six Five Connected for more on: Why mainframe skills are in high demand Open-source initiatives and hybrid cloud integrations keeping the technology at the forefront of innovation The evolution of mainframe technology and its importance in today's digital world Strategies shared by The Futurum Group to foresee industry trends and prepare the mainframe ecosystem for future challenges

    9 min

  4. HACE 5 DÍAS

    Powering AI Responsibly: Improving Data Center Efficiency in the Age of Rising Energy - Six Five Media

    The rise of AI is revolutionizing industries, but can we harness the power of AI while minimizing its environmental impact? Six Five Media host Daniel Newman met with two industry leaders: Monica Batchelder, Chief Sustainability Officer, and Kirk Bresniker, Chief Architect of Hewlett Packard Labs and a Hewlett Packard Enterprise Fellow, both from Hewlett Packard Enterprise to discuss this critical topic. Tune in as they discuss ⤵️ • The sheer scale of AI's energy consumption and the urgent need to mitigate its impact on the climate crisis • Holistic strategies for reducing the carbon footprint of AI deployments, including innovative data center designs and optimized operations • The vital role of future-proof initiatives that promote collaboration among governments, businesses, and society in pursuing sustainability. • Cutting-edge cooling technologies that are dramatically boosting energy efficiency in data centers. • The sustainability implications of edge computing, including both the challenges and opportunities related to energy usage.

    27 min

  5. HACE 5 DÍAS

    Ep. 247: We are Live! Talking DeepSeek, Microsoft, IBM, Intel, ServiceNow, SAP

    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:   DeepSeek Panic or Joy? https://x.com/PatrickMoorhead/status/1882937702951379398 https://x.com/PatrickMoorhead/status/1883122284648624190 https://x.com/PatrickMoorhead/status/1883865746176156096 https://x.com/PatrickMoorhead/status/1883926761987260892 https://x.com/PatrickMoorhead/status/1883976154987872352 https://x.com/PatrickMoorhead/status/1883956139164831985 https://x.com/PatrickMoorhead/status/1883981761794941113 https://x.com/PatrickMoorhead/status/1883998475689562507 https://x.com/PatrickMoorhead/status/1884003102514426350 https://x.com/PatrickMoorhead/status/1884022614160728093 https://x.com/PatrickMoorhead/status/1884204733839106273 https://x.com/PatrickMoorhead/status/1884310526106427898 https://x.com/PatrickMoorhead/status/1884670408038752733 https://x.com/PatrickMoorhead/status/1884973348188217692 https://x.com/danielnewmanUV/status/1884627766135398784 https://x.com/danielnewmanUV/status/1884372146304213401 https://x.com/danielnewmanUV/status/1884264060213923916 https://x.com/danielnewmanUV/status/1883954747482243205 https://x.com/danielnewmanUV/status/1883994547715481823 https://x.com/danielnewmanUV/status/1883890084128211004 https://x.com/danielnewmanUV/status/1883930419529236623 https://x.com/danielnewmanUV/status/1883910247720665453 https://x.com/danielnewmanUV/status/1883731469056811102 https://x.com/danielnewmanUV/status/1883553089682067477   Azure Disappoints While AI Soars https://x.com/PatrickMoorhead/status/1884720577631707324 https://x.com/danielnewmanUV/status/1884732896193253850 https://x.com/danielnewmanUV/status/1884710180966867177 https://www.microsoft.com/en-us/investor/earnings/fy-2025-q2/press-release-webcast https://finance.yahoo.com/news/microsoft-stock-moves-lower-after-q2-cloud-revenue-fell-short-of-expectations-165353435.html https://seekingalpha.com/news/4400733-microsoft-demonstrates-ai-monetization-growth-outside-of-infrastructure   IBM Up 12 Percent 😳 https://x.com/PatrickMoorhead/status/1884713446161473854 https://x.com/danielnewmanUV/status/1884718264363688395 https://finance.yahoo.com/news/why-ibm-stock-14-today-172603965.html https://www.barrons.com/articles/ibm-earnings-stock-price-2a003e02   Intel Resets Datacenter Roadmap https://www.intc.com/news-events/press-releases/detail/1726/intel-reports-fourth-quarter-and-full-year-2024-financial https://uk.finance.yahoo.com/news/intel-forecasts-first-quarter-revenue-210400965.html https://finance.yahoo.com/news/intel-reports-q4-beats-on-top-and-bottom-line-stock-rises-on-foundry-revenue-outlook-181745845.html https://www.cnbc.com/2025/01/30/intel-intc-q4-earnings-report-2024.html https://www.investing.com/news/stock-market-news/intel-reports-q4-earnings-beat-but-offers-weak-guidance-3841003 https://x.com/PatrickMoorhead/status/1885093188278362314 https://www.linkedin.com/posts/cnbc-overtime_shares-of-intel-moved-higher-after-beating-activity-7290845243422187520-hr7s?utm_source=share&utm_medium=member_desktop https://x.com/danielnewmanUV/status/1885090618176680019   ServiceNow Agents-Agents-Agents https://x.com/PatrickMoorhead/status/1884719256421441605 https://x.com/danielnewmanUV/status/1884716549862240402 https://www.servicenow.com/company/media/press-room/fourth-quarter-full-year-2024-financial-results.html https://www.investors.com/news/technology/servicenow-stock-servicenow-earnings-q42024/ https://www.cio.com/article/3813359/servicenow-adds-ai-agent-orchestrator-studio-to-its-now-platform.html https://www.ciodive.com/news/ServiceNow-AI-agent-portfolio-enterprise-automation/738685/   SAP Rinse & Repeat https://news.sap.com/2025/01/sap-announces-q4-and-fy-2024-results/ https://finance.yahoo.com/news/saps-q4-earnings-revenues-y-124800410.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.

    49 min

  6. HACE 5 DÍAS

    DeepSeek’s Ecosystem Implications, Samsung’s Galaxy Unpacked, & More - Six Five Webcast: The 5G Factor

    On this episode of the Six Five Webcast: The 5G Factor, host Ron Westfall, along with analyst Olivier Blanchard, dive into the latest developments in the mobile and AI landscapes. They discuss DeepSeek R1, Galaxy Unpacked, and the prospects of operators like AT&T and Verizon using their real estate and AI infrastructure to monetize AI services are examined. Their discussion covers: The introduction of DeepSeek's R1 model, its impact on AI ecosystems, and the geopolitical considerations involving NVIDIA. Samsung's unveiling of new Galaxy devices aimed at enhancing AI mobile experiences. The potential for operators like AT&T and Verizon to monetize their AI capabilities and real estate assets.

    45 min

  7. HACE 6 DÍAS

    Jeetu Patel on Driving Digital Transformation at Cisco - The View From Davos

    The World Economic Forum is always a hotbed of ideas, and this year, the focus was squarely on AI 🎯 Daniel Newman and Patrick Moorhead caught up with Cisco’s EVP & Chief Product Officer Jeetu Patel to get his thoughts on the event and his take on AI and the keys to unlocking economic growth. Tune in as they cover:  Cisco's approach to innovation and product development The importance of hybrid and sovereign AI clouds & areas where Cisco can add unique value, like AI security Cisco’s role working with hyperscalers and providing solutions for both training and inferencing The future of work and collaboration technologies over the next 3-5 years is Agentic AI Strategies for leading in a hybrid work environment Jeetu Patel's vision for the technological future of Cisco

    14 min

  8. HACE 6 DÍAS

    Exploring Lenovo's Globalization and AI Strategies - The View From Davos

    Could CEO's role in AI success be counterintuitive? Hear from Lenovo's Global Solutions Group President, Ken Wong, as he chatted with Daniel Newman and Patrick Moorhead last week at the WEF in Davos, Switzerland. They discuss that strong leadership is essential in AI implementation but hands-on involvement may hinder progress. Catch this segment of The View From Davos as they cover👇 Lenovo's role in addressing global challenges and its journey in AI adoption  The transition from experimenting with Gen AI to implementing and scaling these solutions for Lenovo's customers How Lenovo is using its own AI solutions to streamline processes, like contract negotiations, and sharing those learnings with customers The challenges and imperatives that CEOs and CIOs are currently facing  Ken’s takeaways & highlights from Davos

    15 min
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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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