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...
Ray Wang, Research Director at Futurum, examines Coherent’s Q4 FY 2025 earnings, highlighting AI datacenter and networking growth, margin gains, and the Aerospace and Defense sale to sharpen focus on...
Ray Wang, Research Director at Futurum, shares insights on NVIDIA RTX PRO 6000 Blackwell-powered 2U servers from top OEMs, delivering AI acceleration, efficiency gains, and broad workload support for enterprise...
Keith Kirkpatrick and Mitch Ashley of Futurum share their insights on Oracle’s AI-powered, cloud-native EHR that streamlines workflows, reduces documentation, and delivers real-time patient insights for U.S. ambulatory providers....
Nick Patience, VP & AI Platforms Practice Lead at Futurum, shares insights on the Palantir vs. C3.ai divergence. While both offer AI platforms, Palantir's booming stock and financials contrast sharply...
Olivier Blanchard, Research Director at Futurum, shares his insights on AMD’s Variable Graphics Memory upgrade for the Ryzen AI Max+ 395, enabling up to 128B parameter models with full vision...
Insights on CoreWeave’s Q2 preview: AI cloud growth from OpenAI and GPU scarcity sets up another potential beat; balance sheet scrutiny remains key....
Insights on Okla’s earnings preview, at the intersection of two major growth curves: AI infrastructure expansion and the need for sustainable, reliable energy sources....
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...
Keith Kirkpatrick, Research Director at Futurum, covers Twilio’s Q2 FY 2025 earnings and discusses how the company is driving margin expansion across its product portfolio amid economic headwinds....
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,...
Ray Wang and Daniel Newman at Futurum analyse Lattice’s Q2 FY 2025 results, highlighting record server revenue, growing AI attach rates, and strong momentum in communications and compute despite industrial...
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