Ty Schmitt and Dr. Jeremy Kepner join David Nicholson to share their insights on the AI energy challenge, exploring the balance between innovation and sustainability.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings from Qualcomm, Arm, AMD, Amazon, Alphabet, Coherent as well as IBM Investor Day!
Alphabet’s Q4 Saw Solid Gains in Search and YouTube, Yet Google Cloud’s Revenue Fell Short, and a $75 Billion Capex Forecast Raised Investor Concerns
The Futurum Group’s Keith Kirkpatrick and Nick Patience analyze Alphabet’s Q4 2024 earnings, highlighting strong ad revenue from Search and YouTube, concerns over Google Cloud’s growth miss, and the company’s aggressive $75 billion capex plan.
Camberley Bates, Keith Townsend, and Dion Hinchcliffe share their insights on IBM's resurgence, Intel's hurdles, and the intriguing developments of DeepSeek technology, outlining the potential impacts on the industry.
Camberley Bates, Keith Townsend, and Dion Hinchcliffe dive into the $500 billion Project Stargate, the competitive AI landscape, and infrastructural shifts in the era of AI.
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.
Jeetu Patel, EVP & Chief Product Officer at Cisco, joins hosts Daniel Newman and Patrick Moorhead, sharing his insights on spearheading digital transformation at Cisco and shaping the future of how we work.
Ken Wong, President for Solutions & Services Group at Lenovo, shares his insights on Lenovo's globalization journey and its pivotal role in leveraging AI to solve global challenges, drawing from his experiences at the Davos forum.
