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Category: Semiconductors, Supply Chain, & Emerging Tech

Inside AMD’s AI Playbook: Strategy, Scale and Execution - Six Five On The Road
Daniel Newman

Inside AMD’s AI Playbook: Strategy, Scale and Execution – Six Five On The Road

Mark Papermaster, CTO at AMD, joins hosts to share insights on AMD’s evolving AI strategy, highlighting significant progress and strategic directions.
AMD Strengthens Supercomputing Lead With El Capitan and Frontier Holding Top Spots
Olivier Blanchard
Olivier Blanchard
,

AMD Strengthens Supercomputing Lead With El Capitan and Frontier Holding Top Spots

AMD Powers El Capitan, Frontier, and 172 Systems in Latest Top500 Rankings
Olivier Blanchard, Research Director at Futurum, shares his insights on AMD’s supercomputing leadership as El Capitan and Frontier hold top rankings, while AMD expands its global footprint across HPC and AI workloads.
Qualcomm Expands Data Center Push With $2.4 Billion Alphawave Acquisition
Olivier Blanchard
Olivier Blanchard
,

Qualcomm Expands Data Center Push With $2.4 Billion Alphawave Acquisition

Qualcomm Strengthens Its AI Infrastructure Capabilities By Acquiring Alphawave Semi In A Strategic Move To Deepen Its Presence In Data Center Compute And Connectivity
Olivier Blanchard, Research Director at Futurum, analyzes Qualcomm’s $2.4 billion Alphawave deal and how it expands AI data center capabilities with high-speed connectivity IP.
Future-proofing networks with Cisco Silicon One - Six Five On The Road
Daniel Newman

Future-proofing networks with Cisco Silicon One – Six Five On The Road

Martin Lund, EVP at Cisco, joins Patrick Moorhead and Daniel Newman at Cisco Live to dive into Cisco's innovative silicon strategy, from powering AI infrastructures to transforming campus access with Silicon One.
From Generative to Agentic: Cisco’s Vision for the Internet of Agents? - Six Five On The Road
Daniel Newman

From Generative to Agentic: Cisco’s Vision for the Internet of Agents? – Six Five On The Road

DJ Sampath, SVP at Cisco, joins Six Five to delve into Cisco's AI advancements and the evolutionary shift towards an "Internet of Agents," spotlighting the future of artificial intelligence.
Cisco Is Building for the Next Wave of AI: Agentic Systems and Infrastructure Reinvention - Six Five On The Road
Daniel Newman

Cisco Is Building for the Next Wave of AI: Agentic Systems and Infrastructure Reinvention – Six Five On The Road

Jeetu Patel, President & Chief Product Officer at Cisco, joins the Six Five On The Road to discuss Cisco's strategic advancements in AI, security, and silicon technology at Cisco Live 2025, emphasizing the power of a unified technology stack.
Is NVIDIA Building the Defining Infrastructure for AI-powered Robotics?
Olivier Blanchard
Olivier Blanchard
,

Is NVIDIA Building the Defining Infrastructure for AI-Powered Robotics?

NVIDIA Expands Isaac Platform With New Tools and Systems To Accelerate Physical AI Development
Olivier Blanchard, Research Director at Futurum, shares insights on how NVIDIA’s Isaac GR00T platform and Blackwell systems aim to accelerate humanoid robotics through simulation, synthetic data, and integrated infrastructure.
Synopsys Collaboration Expands Startup Access to Chip Design Tools
Olivier Blanchard
Olivier Blanchard
,

Synopsys Collaboration Expands Startup Access to Chip Design Tools

Plug and Play Taps Synopsys to Expand Semiconductor Ecosystem and Support Startup Chip Design
Olivier Blanchard, Research Director at Futurum, explores how Synopsys’ collaboration with Plug and Play could reduce chip design costs and accelerate time-to-market for startups entering the semiconductor space.
Broadcom Q2 FY 2025 Sees Record Revenue, Solid AI and Software Growth
Olivier Blanchard
Olivier Blanchard & Daniel Newman
,

Broadcom Q2 FY 2025 Sees Record Revenue, Solid AI and Software Growth

VMware-Led Software Sales and AI Chips Powered 20% YoY Topline Growth in Q2 FY 2025
Olivier Blanchard and Daniel Newman, at Futurum, explore Broadcom’s strong Q2 FY2025 earnings driven by robust growth in AI networking, VMware-led infrastructure software, and strategic acceleration of custom AI chip deployments.
Six Five Connected with Diana Blass at Dell Tech World: From Data Chaos to AI-Ready—Inside the Enterprise Shift
Diana Blass
Diana Blass

Six Five Connected with Diana Blass at Dell Tech World: From Data Chaos to AI-Ready—Inside the Enterprise Shift

Justin Jones, Spencer Bull, Graham Steen, Christopher M. Sullivan, Mitch Mcleod, and Michael Catrone join Diana Blass to discuss the enterprise shift towards AI readiness, highlighting real-world applications and the journey through data chaos.
The Six Five Pod | EP 264: Breaking Up and Making Up: Feuds, Forecasts & Foundries
Daniel Newman

The Six Five Pod | EP 264: Breaking Up and Making Up: Feuds, Forecasts & Foundries

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Microsoft's reorganization signaling the potential end of SaaS, the public feud between Elon Musk and Donald Trump, and Broadcom's impressive AI chip performance. The hosts also analyze recent earnings from Tesla, Broadcom, and HPE, offering insights on market reactions and company strategies. Throughout the episode, Newman and Moorhead engage in spirited debates, including a "flip" segment where they argue opposing viewpoints on whether the Musk-Trump feud is genuine or a publicity stunt. The podcast concludes with a reminder about their upcoming AI summit and playful banter between the hosts.
Marvell Q1 FY 2026 Results Driven by Custom Silicon and Data Center Momentum
Olivier Blanchard
Olivier Blanchard
,

Marvell Q1 FY 2026 Results Driven by Custom Silicon and Data Center Momentum

Strong AI Demand and Growth in Electro-Optics and Custom Silicon Drive 63% YoY Revenue Surge
Olivier Blanchard, Research Director at Futurum, unpacks Marvell’s Q1 FY 2026 results, where strong AI demand, custom silicon ramp, and electro-optics gains fuel data center momentum amid cautious sentiment on margin delivery.
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