On this episode, hosts Ron Westfall and Olivier Blanchard discuss DeepSeek R1, Galaxy Unpacked, and the potential for operators like AT&T and Verizon to monetize their AI capabilities and real estate assets.
Daniel Newman and Patrick Moorhead provide invaluable insights from Davos, highlighting the influential role of emerging technologies and strategic leadership in shaping the future. This episode is a must-listen for anyone interested in the intersection of technology and global trends.
Daniel Newman sees 2025 as the year of agentic AI with the ability to take AI and create and hyperscale your business by maximizing and automating processes. Daniel relays to Patrick Moorhead that there's about $4 trillion of cost that can be taken out of the labor pool to drive the future of agentics.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings from Micron, Google Gemini improvements, NVIDIA updates and more.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings from Adobe, Broadcom, and Oracle, along with Marvell Industry Analyst Day and Lattice Semi Developer Conference
