Mark Heaps, Chief Tech Evangelist at Groq, and Daniel Newman share insights on Groq's impressive Series D fundraising, strategic innovations, and the future of AI acceleration. This conversation highlights Groq's mission to democratize AI and its plans to deploy millions of LPUs.
In episode 50 of Infrastructure Matters, the hosts delve into recent earnings reports and industry trends, highlighting AWS's continued growth, Commvault's successful integration of its cloud division, and Intel's strategic restructuring. They also discuss Kyndryl's turnaround efforts and new announcements from Veeam, Splunk, and Google in AI and data management.
The Futurum Group’s Bob Sutor discusses GlobalFoundries’ Q2 2024 financial performance, showcasing the company’s resilience and strategic focus, with significant contributions from their recent acquisition of GaN technology. The Futurum Group highlights how GF’s innovative approach is driving sustainable growth.
Subscription Revenue Increases, but Net Loss Widens
Keith Kirkpatrick, Research Director of The Futurum Group, shares insights on WalkMe’s AI-driven innovations, customer base expansion, and operational efficiency, highlighting the company's bright future in the digital adoption market.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Q2CY24 earnings for Intel, AMD, and Lattice, Q2 earnings for Amazon, Q3FY24 earnings for Qualcomm, Q4FY24 earnings for Microsoft, and Q1FY25 earnings for Arm.
