Ray Wang, Research Director at Futurum, analyzes Broadcom’s Q3 FY2025 earnings, highlighting AI semiconductor momentum, VMware Cloud Foundation growth, and record backlog that reinforce Broadcom’s position in semiconductors and software....
Alexandru Costin, VP of Generative AI at Adobe, joins Daniel Newman and Patrick Moorhead to discuss the evolution of Adobe Firefly, integration with creative tools, and how generative AI is...
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss recent antitrust rulings affecting Google, the availability of Nvidia's H100 and H200 GPUs, and the...
Ritika Gunnar, GM of Data & AI at IBM, joins Daniel Newman to discuss IBM’s role at the US Open, innovations in AI-powered fan experiences, and how new platforms like...
Adam King, VP and GM at MediaTek, joins the webcast to share insights on the company's approach to bringing advanced AI capabilities to consumer devices, including smart home tech, Chromebooks,...
Keith Kirkpatrick and Daniel Newman at Futurum analyze Salesforce’s Q2 FY 2026 earnings, highlighting subscription growth, margin expansion, AI adoption, and capital return, with guidance raised as the company pivots...
Broadcom’s leadership joins Six Five hosts to break down the biggest VMware Explore 2025 announcements – including VCF 9.0, new AI partnerships, and strategies for secure hybrid infrastructure. Discover the...
Ray Wang, Research Director at Futurum, shares insights on Marvell’s Q2 FY2026 earnings, highlighting how AI-driven custom silicon, electro-optics, and recovery in enterprise and carrier markets are fueling broad-based growth....
As data centers pivot to AI, precision timing shifts from component choice to strategic lever. This brief shows how tighter synchronization and low-jitter clocking unlock higher throughput, stronger uptime, better...
Olivier Blanchard and Daniel Newman at Futurum, examine Dell’s Q2 FY 2026 earnings, highlighting record ISG growth fueled by AI servers and why margin pressures and soft CSG results show...
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the recent Federal Reserve comments, Nvidia's impressive Q2 earnings, and Dell's strong AI server performance....
Olivier Blanchard, Research Director at Futurum, analyzes Apple’s AI push with robots, smart displays, and security devices, centered on a revamped Siri to restore its innovation edge....
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