On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss NVIDIA getting into the DC AI ASIC market, preview of IFS’s "Direct Connect" event, Plus AI Open Auto Platform, Cisco and Lattice earnings, and Cloudera Elevate 25 SKO event.
Empowering Cloud and AI Services through Cisco-Microsoft Collaboration
Paul Nashawaty from The Futurum Group discusses the successful transmission of 800G over the Amitié cable, achieved through the collaboration of Cisco and Microsoft, heralding a new era of high-speed, reliable network connectivity.
A Beacon of Strategic Success and Market Leadership
The Futurum Group’s Steven Dickens reviews Informatica’s Q4 and FY 2023 earnings results, which not only shattered growth and profitability forecasts but also solidified its standing as a leader in cloud-based data management.
Diagrid Unlocking Seamless Deployment and Monitoring for Cloud-Native Applications
Paul Nashawaty from The Futurum Group discusses how the introduction of Conductor revolutionizes Dapr management, offering enterprise-level support through a self-service trial, optimizing operations, and enhancing security.
Understanding Budget Implications and Integration Challenges
Paul Nashawaty from The Futurum Group discusses how CEOs must pay attention to the generative AI impacts on developers. They must integrate the multifaceted costs into their strategic vision.
GlobalFoundries Q4 and FY 2023 Earnings Spotlight Robust Performance in Automotive Amid Demand Softness and Inventory Adjustments in Other End Markets
The Futurum Group’s Ron Westfall and Daniel Newman assess why they believe GlobalFoundries’ Q4 and FY 2023 results showed GF’s partnership diversification played a key role in the automotive end market’s breakthrough FY 2023 performance.
Cisco Q2 Results Reflect Ongoing Macro Caution and Uncertainties with Revenue Growth in Security, Collaboration, and Observability Bright Spots
The Futurum Group’s Ron Westfall and Daniel Newman examine Cisco’s Q2 FY 2024 results and why the improving subscription-based revenue trend provides a positive framework to successfully address concerns that resulted in the dial back of guidance.
Lattice Finished the Year Strong with Record Revenue
The Futurum Group’s Daniel Newman shares his insights on the Lattice Q4 and FY 2023 earnings report and takes a look at the future outlook for Lattice and the semiconductor industry in 2024.
An Assessment of Key 5G-IoT Developments Including On-Device AI Progress, Voice and Gesture Innovations, and Foldable Screens Unfolding Across the Ecosystem
The Futurum Group’s Ron Westfall and Olivier Blanchard scrutinize key innovations leading into 2024 and MWC 24 including how on-device AI will begin to reset expectations for everyday tech products’ features, capabilities, and UX, voice and gesture recognition innovations redefining the AR and smart glasses categories, and foldable screens ready to proliferate across the entire device space.
Keith Kirkpatrick, Research Director, Enterprise Applications, at The Futurum Group, provides a recap of Zoho Day 2024, the SaaS company’s analyst meeting, discussing key highlights and key takeaways from the event.
