Author: Daniel Newman

August 28, 2024

Daniel Newman

Video Research Note

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?

Artificial Intelligence Software and Tools, CIO Insights, Semiconductors

August 28, 2024

Daniel Newman

Video Research Note

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.

Artificial Intelligence Software and Tools, CIO Insights, Enterprise Applications, Semiconductors, Sustainability, Markets, and Policy

August 27, 2024

Daniel Newman

Six Five Webcast

VMware Explore General Session Live Recap with Hock Tan – Six Five On The Road

Hock Tan, President and CEO at Broadcom, joins Daniel Newman and Patrick Moorhead to share his insights on VMware Explore, including vital takeaways and the powerful feedback from the community.

CIO Insights, Enterprise Applications

August 27, 2024

Daniel Newman

Six Five Webcast

VMware Explore General Session: Q&A with Chris Wolf on the Future of Private AI – Six Five at VMware Explore Las Vegas

Chris Wolf, Global Head of AI at VMware, shares his insights on the critical role of privacy in AI development and deployment, highlighting innovative strategies to maximize both efficiency and security.

Artificial Intelligence Software and Tools, CIO Insights, Cybersecurity, Data Management & Analytics

August 27, 2024

Daniel Newman

Six Five Webcast

VMware Explore General Session: Q&A with Paul Turner on the Future of VMware Cloud Foundation – Six Five at VMware Explore Las Vegas

Paul Turner, Vice President Products at VMware, joins Daniel Newman and Patrick Moorhead to share his insights on the future of VMware Cloud Foundation, discussing strategic developments and what lies ahead for cloud computing during VMware Explore.

CIO Insights, Hybrid Cloud, Infrastructure, and Operations

August 27, 2024

Daniel Newman

Six Five Webcast

VMware Explore General Session: Q&A with Hock Tan, President and CEO, Broadcom – Six Five at VMware Explore Las Vegas

Hock Tan, President and CEO at Broadcom, joins Daniel Newman and Patrick Moorhead on The Six Five at VMware Explore Las Vegas to share his insights on Broadcom’s ambitious plans for VMware, offering a glimpse into the future of technology innovation and customer engagement.