Author: Daniel Newman

Jeff Clarke, COO and Vice Chairman at Dell, shares insights on driving Enterprise AI, highlighting the Dell AI Factory, AI adoption trends, and the future of human progress through AI.
Armando Acosta, Director at Dell Technologies, joins hosts to shed light on powering AI journeys with the PowerEdge XE portfolio, emphasizing innovation in serviceability and management.
Erik Day and Jillian Mansolf from Dell Technologies join us to share insights on democratizing AI for SMBs, challenging the notion that AI is only for large enterprises and showcasing the transformative potential AI holds for businesses of all sizes.
Sam Grocott from Dell Technologies and Jay Philip from Glean join to shed light on their AI-enabled collaboration aimed at transforming the future of work.
Arthur Lewis, President at Dell Technologies, joins Patrick Moorhead and Daniel Newman to share insights on revolutionizing data centers with AI and the importance of disaggregated infrastructure for agility and efficiency.
Lori-Lee Elliott, CEO at Dauntless XR, and Jon Siegal, SVP, CSG & Online Marketing, at Dell, share insights on leveraging AI PCs for revolutionizing data visualization in high-stakes industries. Their collaboration exemplifies the potential of technology in enhancing productivity and creativity across sectors.
Doug Schmitt, CIO and President at Dell, explores Dell Tech's AI-driven transformation and the evolving Services portfolio on this Six Five episode.
Join Patrick Moorhead and Daniel Newman as they dissect the highlights of Dell Technologies World 2025, offering expert insights on breakthroughs and future tech trends.
Michael Dell discusses leading through innovation at Dell Tech World 2025, sharing insights on AI, modernizing infrastructure, and how Dell empowers bold ideas.
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the recent US-China trade deal, the Middle East AI technology push, and Qualcomm's unexpected data center chip announcement. The hosts debate the future impact of AI on information workers and analyze market reactions to recent tech deals. They also explore Cisco's impressive earnings and leadership changes. Throughout the episode, Moorhead and Newman offer insightful commentary on the interconnectedness of global tech markets, the rapid pace of AI advancements, and the strategic moves of major tech players in response to evolving industry dynamics.
Armv9 Adoption and Smartphone Royalty Growth Drive Top-Line Performance
Olivier Blanchard and Daniel Newman at Futurum analyse Arm’s Q4 FY25 results, highlighting how Armv9 and CSS adoption are driving record royalty and licensing growth across smartphones, AI infrastructure, and automotive compute.
Strong EPYC and Instinct Demand Drive 36% YoY Growth; Data Center Revenue Up 57%
Olivier Blanchard and Daniel Newman at Futurum break down AMD’s Q1 FY 2025 earnings, highlighting EPYC and Instinct-driven Data Center growth, record Ryzen ASPs, and how AI momentum is powering AMD’s performance despite China export curbs.

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