Category: Business Information

April 2, 2024

Daniel Newman

Video Research Note

Intel Gaudi Performance – Beats NVIDIA?

The Six Five team discusses Intel Gaudi Performance - Beats NVIDIA?

AI, Business Information, Semiconductors and Components

April 2, 2024

Daniel Newman

Video Research Note

Adobe Summit 2024

The Six Five team discusses Adobe Summit 2024.

AI, Business Information, Cloud

April 2, 2024

Keith Kirkpatrick

Research Note

Adobe Focuses on Productivity and Efficiency in Summit Announcements

Adobe Is Leaning into Personalization at Scale and Removing Friction from Workflows

Keith Kirkpatrick, Research Director with The Futurum Group, provides an assessment of Adobe’s Summit announcements, focusing on enhancements to Firefly, Adobe Experience Platform, and content workflows.

AI, Business Information, Enterprise Applications

April 2, 2024

Daniel Newman

Six Five Webcast

Outside-In Perspective – Six Five On the Road

On this episode of The Six Five On the Road, hosts Daniel Newman and Patrick Moorhead welcome Charles Sansbury, CEO at Cloudera at Cloudera Elevate 25 for a conversation on Cloudera’s growth strategy, which includes hybrid cloud and AI.

AI, Business Information, Hybrid Cloud, Infrastructure, and Operations

April 1, 2024

Daniel Newman

Six Five Webcast

Talking Adobe, China’s Crackdown on U.S. Chips, Intel, Apple, NVIDIA, Databricks

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Adobe Summit 2024, China’s crackdown on AMD and Intel chips, Intel Gaudi Performance beats NVIDIA, Apple investigated again by the EU, Databricks’ new DBRX model, is NVIDIA a monopoly, and Lattice leveraging the AI PC wave.

AI, Business Information, Regulations and Policy, Semiconductors and Components

March 27, 2024

Daniel Newman

Video Research Note

Synopsys Investor Day 2024

The Six Five team discusses Synopsys Investor Day 2024.

Business Information, Semiconductors and Components

March 27, 2024

Daniel Newman

Video Research Note

Micron Tech Q2 FY24 Earnings

The Six Five team discusses Micron Tech Q2 FY24 Earnings.

Business Information, Semiconductors and Components

March 26, 2024

Daniel Newman

Video Research Note

Intel $20B Chips Act Funding

The Six Five team discusses Intel $20B Chips Act Funding.

Business Information, PCs and Devices, Semiconductors and Components

March 26, 2024

Daniel Newman

Video Research Note

Broadcom “Enabling AI Infrastructure” Investor Meeting 2024

The Six Five team discusses Broadcom “Enabling AI Infrastructure” Investor Meeting 2024.

AI, Business Information

March 26, 2024

Daniel Newman

Video Research Note

NVIDIA GTC 2024

The Six Five team discusses NVIDIA GTC 2024.

AI, Business Information, Semiconductors and Components

March 25, 2024

Daniel Newman

Six Five Webcast

Talking NVIDIA, Apple, Broadcom, Intel, Micron, Synopsys

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss NVIDIA GTC 2024, Broadcom Investor Day, Intel’s $20B CHIPS Act funding, Apple sued by DoJ for illegal monopoly, Micron earnings, and Synopsys Investor Day.