Category: Artificial Intelligence Devices

February 14, 2024

Daniel Newman

Video Research Note

Apple Vision Pro First Impressions

The Six Five team discusses Apple Vision Pro first impressions.

Artificial Intelligence Devices

February 13, 2024

Daniel Newman

Six Five Webcast

We are Live! Talking Zoho, Arm, Cohesity & Veritas, Apple, Google, Intel

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Zoho Day 2024, Arm earnings, Cohesity and Veritas’ deal, Apple Vision Pro first impressions, Google Bard becoming Gemini, and NVIDIA selecting Intel IFS.

Artificial Intelligence Devices, Artificial Intelligence Software and Tools, CIO Insights, Cybersecurity, Semiconductors

February 9, 2024

Olivier Blanchard

Market Coverage

NXP Q4 and FY 2023 Earnings Point to Strength of Automotive Segment

NXP Finds Solid Ground in Automotive, IoT, and Mobile Despite a Challenging Year for Semiconductors

Olivier Blanchard, Research Director at The Futurum Group, shares his insights on NXP Q4 and FY 2023 earnings, which generally beat expectations and point to automotive, IoT/IIoT, and Mobile segments as likely vectors of growth in 2024.

Artificial Intelligence Devices, Artificial Intelligence Software and Tools, CIO Insights, Semiconductors

February 7, 2024

Daniel Newman

Six Five Webcast

Microsoft Unveils Copilot Key

On this segment of The Six Five LIVE, host Patrick Moorhead welcomes Matt Barlow, CVP of Microsoft Surface Marketing, at CES 2024. Their discussion covers Microsoft Copilot, AI PCs and OEMS collaborating with Microsoft.

Artificial Intelligence Devices, Artificial Intelligence Software and Tools, Enterprise Applications

February 6, 2024

Daniel Newman

Video Research Note

Microsoft Q2 FY2024 Earnings

The Six Five team discusses Microsoft Q2 FY2024 earnings.

Artificial Intelligence Devices, CIO Insights

February 6, 2024

Ron Westfall

The 5G Factor

5G Factor: MWC24 Preview – AI and GenAI Percolating

An Assessment of Key 5G-IoT Developments Including GSMA IBM Telco AI Collaboration, Juniper’s AI-Native Networking Platform, and Nokia AVA Energy Efficiency.

The Futurum Group’s Ron Westfall explores key 5G AI and GenAI move to watch in 2024 including GSMA IBM collaboration on assisting telco AI adoption using IBM’s watsonx platform and training, Juniper’s debut its AI-Native Networking Platform and Nokia’s AVA Energy Efficiency solution aimed at advancing operator sustainability objectives.

Artificial Intelligence Devices, Artificial Intelligence Software and Tools, CIO Insights

February 6, 2024

Daniel Newman

Video Research Note

Apple Extends Qualcomm Licensing

The Six Five team discusses Apple extends Qualcomm licensing.

Artificial Intelligence Devices, Semiconductors

February 5, 2024

Olivier Blanchard

Market Coverage

3 Key Reasons App Developers May Be Ignoring Apple Vision Pro…For Now

Olivier Blanchard, Research Director at The Futurum Group, shares his insights on why major app developers may be saying no to Apple’s Vision pro launch, at least for now.

Artificial Intelligence Devices, CIO Insights

February 5, 2024

Olivier Blanchard

Market Insight Report

Market Insight Report: 9 Key Technology Sector Trends That Will Impact the Device, Automotive, and Semiconductor Segments in 2024

Our latest brief, Market Insight Report: 9 Key Technology Sector Trends That Will Impact the Device, Automotive, and Semiconductor Segments in 2024, analyzes the devices, semiconductors, automotive, and the policy and regulatory spaces, and explores how 2024 promises to be a significant year for the technology sector.

Artificial Intelligence Devices, Artificial Intelligence Software and Tools, CIO Insights, Data Management & Analytics, Hybrid Cloud, Infrastructure, and Operations, Semiconductors

February 5, 2024

Daniel Newman & Olivier Blanchard

Market Coverage

Qualcomm Q1 2024 Earnings

A Return to Growth and a Validation of the Company’s Diversification Strategy

The Futurum Group’s Daniel Newman and Olivier Blanchard share their insights on Qualcomm Q1 2024 earnings, which beat expectations and point to an upcycle for the company.

Artificial Intelligence Devices, Artificial Intelligence Software and Tools, CIO Insights, Semiconductors

February 1, 2024

Olivier Blanchard

Market Coverage

AMD Q4 2023 Earnings Highlight a Strong Finish

The Company’s Earnings Point to AI Driving Both Data Center and PC Segment Growth In 2024

The Futurum Group’s Olivier Blanchard shares his insights on why AMD’s Q4 2023 numbers highlight how the company’s AI bets in data center and PC segments are already starting to pay off.