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.
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.
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.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Q2CY24 earnings for Intel, AMD, and Lattice, Q2 earnings for Amazon, Q3FY24 earnings for Qualcomm, Q4FY24 earnings for Microsoft, and Q1FY25 earnings for Arm.
