Author: Daniel Newman

April 24, 2024

Daniel Newman

Video Research Note

U.S. Awards Samsung & Micron over $6B in CHIPS Act

The Six Five team discusses U.S. Awards Samsung & Micron over $6B in CHIPS Act.

Business Information, Semiconductors and Components

April 23, 2024

Daniel Newman

Video Research Note

Apple Vision Pro Developers Losing Interest?

The Six Five team discusses Apple Vision Pro developers losing interest?

AR/VR, Business Information, Devices

April 22, 2024

Daniel Newman

Six Five Webcast

Talking Apple, AMD, Samsung & Micron, Adobe, Samsung & Apple, Arm

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Apple Vision Pro developers losing interest, U.S. awards Samsung and Micron over $6B in CHIPS Act funding, does AMD have a datacenter AI GPU problem, Adobe’s use of Midjourney, Samsung knocks Apple off of number 1 market share, and Arm says CPUs can save 15% of total datacenter power.

AI, Business Information, Devices, Mobile Devices, Semiconductors and Components

April 22, 2024

Daniel Newman & Keith Kirkpatrick

Analyst Insight

Incorporating Generated Images into Adobe’s Firefly Model

Adobe and the Industry at Large Need to Have a Conversation Around the Value and Tradeoffs of Using Generated Images to Train Image-Generation Models

The Futurum Group’s Daniel Newman and Keith Kirkpatrick cover Adobe’s incorporation of generated images used to train their Firefly model and discuss the implications for Adobe and the larger generative AI image market as a whole.

AI, Enterprise Applications

April 17, 2024

Daniel Newman

Video Research Note

Marvell Accelerated Infrastructure for the AI Era Event

The Six Five team discusses Marvell Accelerated Infrastructure for the AI Era event.

AI, Business Information, Data Infrastructure

April 17, 2024

Daniel Newman

Video Research Note

Google Cloud Next 2024 Event

The Six Five team discusses Google Cloud Next 2024 event.

AI, Business Information

April 17, 2024

Daniel Newman

Video Research Note

U.S. Inflation Data

The Six Five team discusses U.S. inflation data.

Regulations and Policy, Sustainability, Markets, and Policy

April 17, 2024

Daniel Newman

Video Research Note

Apple M4 Chips & New Macs

The Six Five team discusses Apple M4 chips & new Macs.

AI, Business Information, PCs and Devices, Semiconductors and Components

April 17, 2024

Daniel Newman

Six Five Webcast

Why Customers Choose Google Cloud for Generative AI – Six Five On the Road

Oliver Parker, Vice President at Google Cloud, joins Daniel Newman and Patrick Moorhead to share his insights on why Google Cloud is increasingly becoming the go-to option for generative AI, given its advanced capabilities and global customer engagement.

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

April 17, 2024

Daniel Newman

Making Markets

Making Markets EP51: Elastic’s CEO Ash Kulkarni on Recent Earnings and the Company’s Generative AI Prowess

Ash Kulkarni, CEO at Elastic joins Daniel Newman to share his insights on Elastic's recent financial achievements and the company's prowess in generative AI technology. A compelling brief glimpse into how generative AI is shaping the future of Elastic's offerings and customer experiences.