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Category: Intelligent Devices

Talking NVIDIA, Intel, Qualcomm, Broadcom and HPE
September 9, 2024

Talking NVIDIA, Intel, Qualcomm, Broadcom and HPE

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings from Broadcom and HPE along with Chip announcements from Intel and Qualcomm....
GlobalFoundries Advances Energy Efficiency with Efficient Partnership
September 6, 2024

GlobalFoundries Advances Energy Efficiency with Efficient Partnership

Dr. Bob Sutor, Vice President and Practice Lead of Emerging Technologies at The Futurum Group, looks at Carnegie Mellon University-connected startup Efficient’s partnership with GlobalFoundries to manufacture a processor that...
Intel Sticks the Lunar Lake Core Ultra Landing as the AI PC Race Heats Up
September 5, 2024

Intel Sticks the Lunar Lake Core Ultra Landing as the AI PC Race Heats Up

Olivier Blanchard, Research Director at The Futurum Group, digs into Intel’s Lunar Lake Core Ultra announcement just ahead of IFA in Berlin, and explains the importance for Intel to get...
HP Inc Q3FY24 Earnings
September 3, 2024

HP Inc Q3FY24 Earnings

The Six Five team discusses HP Inc Q3FY24 Earnings...
Dell Q2FY25 Earnings
September 3, 2024

Dell Q2FY25 Earnings

The Six Five team discusses Dell Q2FY25 Earnings...
Talking Special Guest, NVIDIA, VMware Explore, Salesforce, Dell, Pure Storage, HP
September 3, 2024

Talking Special Guest, NVIDIA, VMware Explore, Salesforce, Dell, Pure Storage, HP

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings from NVIDIA, Salesforce, Dell, Pure Storage, and HP, as well as insights from VMware...
Dell Q2 FY 2025 Earnings Deliver Record Server and Networking Revenues
September 3, 2024

Dell Q2 FY 2025 Earnings Deliver Record Server and Networking Revenues

Olivier Blanchard, Research Director with The Futurum Group, digs into Dell’s Q2 FY2025 earnings. In focus: How growing demand for AI solutions and Dell’s partnership with NVIDIA are already producing...
HP’s FY 2024 Q3 Results The AI PC Supercycle Starts Now
September 3, 2024

HP’s FY 2024 Q3 Results: The AI PC Supercycle Starts Now

Olivier Blanchard, Research Director with The Futurum Group, digs into HP’s FY 2024 Q3 earnings report: 1) Understanding where HP’s Personal Systems segment is on the AI PC supercycle’s timeline...
Zendesk Announces Outcome-based Pricing Model for AI Agents
August 30, 2024

Zendesk Announces Outcome-based Pricing Model for AI Agents

Keith Kirkpatrick, Research Director with The Futurum Group, shares his insights on Zendesk’s announcement of outcomes-based pricing for its gen AI-powered agent technology, and discusses the challenges and opportunities for...
Scandit Empower Features Innovation in Retail and Beyond
August 30, 2024

Scandit Empower Features Innovation in Retail and Beyond

Keith Kirkpatrick, Research Director with The Futurum Group, shares his insights on Scandit’s Empower 2024 event, and discusses the key commonalities among successful implementations of smart data capture technology....
Cisco Bolsters AI Security with Planned Acquisition of Robust Intelligence
August 29, 2024

Cisco Bolsters AI Security with Planned Acquisition of Robust Intelligence

Krista Case, Research Director with The Futurum Group, covers Cisco’s planned acquisition of Robust Intelligence for AI security....
New Snapdragon 7s Gen 3 Mobile Platform: Premium AI Features, Budget-Friendlier Tier
August 27, 2024

New Snapdragon 7s Gen 3 Mobile Platform: Premium AI Features, Budget-Friendlier Tier

Olivier Blanchard shares insights on the Snapdragon 7s Gen 3 mobile platform announcement, market positioning, strategy, and timing as Qualcomm gives its on-device AI roadmap more gas....

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