Explore the reasons behind CoreWeave's explosive growth and its impact on the AI cloud infrastructure landscape with insights from industry leaders and customers....
Ray Wang, Research Director at Futurum, examines Synopsys’ Q3 FY 2025 earnings, where strong Design Automation growth and Ansys contributions were tempered by weakness in Design IP and ongoing China-related...
Nick Patience, AI Platforms Practice Lead at Futurum, shares his insights on how ASML’s strategic investment in Mistral AI represents a pivotal step toward ensuring European leadership in the global...
Olivier Blanchard, Research Director at Futurum, shares insights on Qualcomm and BMW’s Snapdragon Ride Pilot launch in the BMW iX3, a scalable automated driving system validated in 60 countries and...
Keith Kirkpatrick, Research Director at Futurum, shares his insights on GSA’s OneGov agreement with ServiceNow, which delivers discounts up to 70% on ITSM Pro bundles and positions AI at the...
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...
Get important insights straight to your inbox, receive first looks at eBooks, exclusive event invitations, custom content, and more. We promise not to spam you or sell your name to anyone. You can always unsubscribe at any time.
Thank you, we received your request, a member of our team will be in contact with you.
