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Author: Daniel Newman

NVIDIA Q2FY25 Earnings with Special Guest Dan Ives
Daniel Newman

NVIDIA Q2FY25 Earnings with Special Guest Dan Ives

The Six Five team discusses NVIDIA Q2FY25 Earnings with Special Guest Dan Ives
Talking Special Guest, NVIDIA, VMware Explore, Salesforce, Dell, Pure Storage, HP
Daniel Newman

Talking Special Guest, NVIDIA, VMware Explore, Salesforce, Dell, Pure Storage, HP

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings from NVIDIA, Salesforce, Dell, Pure Storage, and HP, as well as insights from VMware Explore 2024.
Salesforce Q2 FY25 Financials Exceed Expectations
Daniel Newman & Keith Kirkpatrick

Salesforce Q2 FY25 Financials Exceed Expectations

AI and Cloud Innovations Leading the Way Forward
The Futurum Group’s Daniel Newman and Keith Kirkpatrick share their insights on Salesforce's Q2 FY25 financial performance, highlighting the company's AI advancements, strong revenue growth, and cloud expansions that drove market-leading results.
Tech Giants on the Move: AMD, Cisco, Lenovo, and More – A Recap from The Six Five Podcast
Six Five Media
Daniel Newman & Six Five Media

Tech Giants on the Move: AMD, Cisco, Lenovo, and More – A Recap from The Six Five Podcast

AMD, Cisco, Lenovo, HPE, and Huawei make strategic moves to strengthen their positions in AI, cloud computing, and infrastructure. In the latest Six Five webcast, Patrick Moorhead and Daniel Newman discuss their innovations and market challenges.
Six Five webcast: Strategic Moves and Innovations in the Tech Industry: Marvell, GlobalFoundries, Google, CrowdStrike, Intel, and OpenAI
Six Five Media
Daniel Newman & Six Five Media

Strategic Moves and Innovations in the Tech Industry: Marvell, GlobalFoundries, Google, CrowdStrike, Intel, and OpenAI

Marvell, GlobalFoundries, Google, CrowdStrike, Intel, and OpenAI are advancing their positions in the competitive technology landscape. In their latest Six Five webcast, Patrick Moorhead and Daniel Newman discuss strategic partnerships, innovations, and challenges as these companies navigate the rapidly evolving semiconductors, AI, cloud computing, cybersecurity, and advanced manufacturing sectors.
Massive Downward Job Revision
Daniel Newman

Massive Downward Job Revision

The Six Five team discusses Massive Downward Job Revision
Windows Recall Gets A Date
Daniel Newman

Windows Recall Gets A Date

The Six Five team discusses Windows Recall Gets A Date
Debating The Size of The AI GPU & ASIC Market
Daniel Newman

Debating The Size of The AI GPU & ASIC Market

The Six Five team discusses Debating The Size of The AI GPU & ASIC Market
Broadcom Wins 1st & 2nd Generation AI ASIC Programs From OpenAI?
Daniel Newman

Broadcom Wins 1st & 2nd Generation AI ASIC Programs From OpenAI?

The Six Five team discusses Broadcom Wins 1st & 2nd Generation AI ASIC Programs From OpenAI?
NVIDIA Earnings Predictions
Daniel Newman

NVIDIA Earnings Predictions

The Six Five team discusses NVIDIA Earnings Predictions
Synopsys Q3FY24 Earnings
Daniel Newman

Synopsys Q3FY24 Earnings

The Six Five team discusses Synopsys Q3FY24 Earnings
Talking Synopsys, NVIDIA, Broadcom, AI GPU & ASIC Market, Microsoft, Downward Job Revision
Daniel Newman

Talking Synopsys, NVIDIA, Broadcom, AI GPU & ASIC Market, Microsoft, Downward Job Revision

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings from Synopsys, NVIDIA Earnings Predictions, Broadcom 1st and 2nd Generation AI ASIC Programs from OpenAI, the size of the AI GPU and ASIC Market, the Windows recall date and the massive downward job revision.
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