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Author: Daniel Newman

VMware Explore 2025 General Session Live Recap with Paul Turner - Six Five On The Road
August 27, 2025

VMware Explore 2025 General Session Live Recap with Paul Turner – Six Five On The Road

Paul Turner, VP at Broadcom, joins Daniel Newman to recap VMware Explore 2025 highlights—covering Private AI, developer agility, cyber resilience, and strategic partnerships driving VMware Cloud Foundation innovation....
Broadcom CEO Hock Tan from VMware Explore 2025 Live Recap with Six Five on The Road
August 27, 2025

Broadcom CEO Hock Tan from VMware Explore 2025 Live Recap with Six Five on The Road

Broadcom President & CEO Hock Tan joins Daniel Newman live at VMware Explore 2025 to discuss the impact of VMware Cloud Foundation 9.0 on unifying IT and development teams and...
Why Infosys & Telstra Are Betting Big on Sovereign Al and Digital Transformation – Six Five Media
August 26, 2025

Why Infosys & Telstra Are Betting Big on Sovereign Al and Digital Transformation – Six Five Media

Anand Swaminathan, EVP at Infosys, joins host Patrick Moorhead to reveal how the company's new venture with Telstra and Versent is reshaping AI-driven cloud and digital transformation in Australia, setting...
NVIDIA Earnings Preview: Blackwell Demand Set to Fuel Another Blowout—and China’s Loyalty Isn’t Going Anywhere
August 26, 2025

NVIDIA Earnings Preview: Blackwell Demand Set to Fuel Another Blowout—and China’s Loyalty Isn’t Going Anywhere

Futurum’s Daniel Newman and Ray Wang share insights on the outlook of NVIDIA’s next earnings release....
America’s Bet on Intel: Why This Investment Is Existential for National Security and Tech Leadership
August 26, 2025

America’s Bet on Intel: Why This Investment Is Existential for National Security and Tech Leadership

Futurum’s Daniel Newman shares his insights on the US’s multi-billion-dollar investment in Intel to bolster domestic semiconductor manufacturing, vital for national security, economic competitiveness, and technological sovereignty....
The Six Five Pod | EP 273: Silicon Strategies: Government Stakes, AI Chips, and Market Volatility
August 25, 2025

The Six Five Pod | EP 273: Silicon Strategies: Government Stakes, AI Chips, and Market Volatility

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Intel's potential government stake, China's reliance on Nvidia, and the impact of Fed interest rate...
Lenovo Q1 FY2026 Earnings: Record $18.8B Revenue, 22% Growth on Hybrid AI Momentum
August 18, 2025

Lenovo Q1 FY2026 Earnings: Record $18.8B Revenue, 22% Growth on Hybrid AI Momentum

Olivier Blanchard and Daniel Newman at Futurum share insights on Lenovo Q1 FY2025/26 earnings—record $18.8B revenue, AI infrastructure momentum, services margin expansion, and outlook for Hybrid AI execution....
The Six Five Pod | EP 272: The Great Tech Reshuffle: Insights on Cisco, NVIDIA, and Industry Shifts
August 18, 2025

The Six Five Pod | EP 272: The Great Tech Reshuffle: Insights on Cisco, NVIDIA, and Industry Shifts

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss NVIDIA's dominance in AI, Intel's potential government investment, and Apple's foray into robotics. The hosts...
Futurum Disrupts $90B Industry With Futurum Signal A Real-Time Predictive Vendor Market Evaluator
August 13, 2025

Futurum Disrupts $90B Industry With Futurum Signal: A Real-Time Predictive Vendor Market Evaluator

Austin, TX — August 13, 2025 —Futurum Group, an influential leader in research, intelligence, media, and advisory serving the technology industry, today unveiled Futurum Signal, a forward-looking predictive evaluation resource...
The Six Five Pod
August 11, 2025

The Six Five Pod | EP 271: Navigating AI’s Future: GPT-5, Palantir, Lip-Bu Tan, & Industry Disruption

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Trump's tariff threats on semiconductors, Apple's investment commitments, and Intel's leadership challenges. The hosts analyze...
August 7, 2025

AMD Q2 FY 2025 Sales Beat Offset by MI308-Linked EPS Decline

Olivier Blanchard and Daniel Newman at Futurum unpack AMD’s Q2 FY 2025 results, where record EPYC and Ryzen sales were offset by export-driven MI308 charges. In focus: the MI355 ramp,...
August 6, 2025

Futurum and G2 Announce Multi-Year Partnership to Integrate G2 Data into the Futurum Intelligence Platform

The Futurum Group, an influential leader in research, intelligence, media, and advisory serving the technology industry, today announced a multi-year partnership with G2, the world’s largest and most trusted software...

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