Author: Daniel Newman

August 15, 2024

Ron Westfall & Daniel Newman

Research Note

Cisco Q4 & FY 2024: Focus on AI, Security, and Cloud

Cisco Q4 and FY 2024 Results Included Robust FY 2024 Gross Margins and Greater Q4 Portfolio Focus on AI, Security, and Cloud to Pave 2025 Return to Growth

The Futurum Group’s Ron Westfall and Daniel Newman examine Cisco’s Q4 2024 and FY 2024 results and why Cisco’s portfolio consolidations focused its AI, security, and cloud capabilities pave the way to better capitalize on the AI megatrend and organization-wide security and cloud implementations.

AI, Cloud, Digital Transformation, Hybrid Cloud, Infrastructure, and Operations, Service Provider Networks

August 14, 2024

Daniel Newman

Video Research Note

OpenAI Revolving Door Of Founders & Executives

The Six Five team discusses OpenAI revolving door of founders & executives.

AI, Business Information

August 14, 2024

Daniel Newman

Video Research Note

New Intel SVP & GM Provides Foundry Updates

The Six Five team discusses new Intel SVP & GM provides Foundry updates.

Business Information, Semiconductors and Components

August 14, 2024

Daniel Newman

Video Research Note

CrowdStrike Aftermath: Microsoft Fires Back At Delta

The Six Five team discusses CrowdStrike aftermath: Microsoft fires back at Delta.

Business Information, Cloud, Cybersecurity

August 14, 2024

Daniel Newman

Video Research Note

Google Deemed A Monopoly In DOJ Ruling

The Six Five team discusses Google deemed a monopoly in DOJ ruling.

Business Information, Regulations and Policy

August 14, 2024

Daniel Newman

Video Research Note

GlobalFoundries Q2FY24 Earnings

The Six Five team discusses GlobalFoundries Q2FY24 earnings.

Business Information, Semiconductors and Components

August 14, 2024

Daniel Newman

Video Research Note

Marvell Structera To Solve Memory Challenges For Cloud Providers

The Six Five team discusses Marvell Structera to solve memory challenges for cloud providers.

Business Information, Cloud, Memory

August 13, 2024

Ron Westfall, David Nicholson & Daniel Newman

Research Report

Why Ethernet is Vital to Fulfilling AI’s Potential

In our latest white paper, Why Ethernet is Vital to Fulfilling AI’s Potential, we explore why the Broadcom portfolio provides Ethernet solutions and capabilities that assure lower costs and address network congestion challenges by optimizing network efficiency, especially for scaling and optimizing fast expanding AI workloads.

AI, AI and Data Analytics, High Performance Computing

August 13, 2024

Daniel Newman

Main Scoop Webcast

The Main Scoop, Episode 25: Driving Business Value Through IT Investment Strategies

Patrick Moorhead, founder and CEO at Moor Insights & Strategy, joins The Main Scoop, sharing his insights on current IT trends and investment strategies, and the enduring relevance of mainframes in modern infrastructure.

Data Infrastructure, Emerging Technologies, Hybrid Cloud, Infrastructure, and Operations

August 12, 2024

Daniel Newman

Six Five Webcast

Talking Marvell, GlobalFoundries, Google, CrowdStrike, Intel, OpenAI

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Marvell to solve memory challenges for cloud providers, GlobalFoundries Q2FY24 earnings, Google deemed a monopoly in DOJ ruling, Crowdstrike aftermath: Microsoft fires back at Delta, new Intel SVP & GM provides foundry updates, and OpenAI revolving door of founders and executives.

AI, Business Information, Cloud, Regulations and Policy, Semiconductors and Components

August 7, 2024

Daniel Newman

Six Five Webcast

Groq’s Leap Forward: AI Acceleration, Strategic Pivots, and a $640 Million Boost – Six Five

Mark Heaps, Chief Tech Evangelist at Groq, and Daniel Newman share insights on Groq's impressive Series D fundraising, strategic innovations, and the future of AI acceleration. This conversation highlights Groq's mission to democratize AI and its plans to deploy millions of LPUs.