Category: Business Information

The Six Five team discusses NVIDIA Earnings Predictions
The Six Five team discusses Synopsys Q3FY24 Earnings
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings from Synopsys, NVIDIA Earnings Predictions, Broadcom 1st and 2nd Generation AI ASIC Programs from OpenAI, the size of the AI GPU and ASIC Market, the Windows recall date and the massive downward job revision.
The Six Five team discusses Coherent Q4FY24 Earnings
The Six Five team discusses Huawei To Introduce A Chip In Chinese Market To Compete With NVIDIA?
The Six Five team discusses HPE To Acquire Morpheus Data
The Six Five team discusses Lenovo Q1FY24/25 Earnings
The Six Five team discusses Cisco Q4FY24 Earnings
The Six Five team discusses DOJ Considers Breaking Up Google
The Six Five team discusses AMD Acquires ZT Systems for AI Rack Design Capabilities
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss AMD’s acquisition of ZT Systems, the DOJ consideration of breaking up Google, Cisco Q4FY24 Earnings, Lenovo Q1FY24/25 Earnings, HPE’s intent to acquire Morpheus Data, Huawei’s Chinese Market chip to compete with NVIDIA, and Coherent Q4FY24 Earnings.
Steven Dickens emphasizes that the recent Google antitrust ruling could signal a pivotal shift in how regulators approach big tech companies, potentially leading to more aggressive enforcement actions across the industry. They suggest that this case, along with ongoing investigations into companies such as Apple and Meta, could reshape the competitive landscape and set new precedents for digital market regulation.

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