Keith Kirkpatrick, Research Director at The Futurum Group, covers the announcement of Siemens Industrial Copilot and discusses the Siemens and Microsoft focus on verticals with use cases that can deliver...
The Futurum Group’s Daniel Newman and Olivier Blanchard share insights on Qualcomm Q4 2023 earnings, which beat expectations and join other tech sector quarterly earnings in suggesting an improving demand...
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Cloudera Evolve 2023, the latest earnings from Lattice, Qualcomm, and AMD, as well as news...
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on why AMD’s Q3 2023 numbers signal an accelerating recovery for the PC market and strong AI-accelerated potential for...
Dave Raffo, Senior Analyst at The Futurum Group, looks at the strategy Nutanix laid out at its analyst day about becoming a data platform company, competing with VMware after the...
Keith Kirkpatrick, Research Director with The Futurum Group, covers Rockwell Automation and Microsoft’s announcement of generative AI tools for industrial automation and discusses how they will help drive ROI for...
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on how Qualcomm’s impressive new Snapdragon X Elite PC platform and Oryon CPU take aim at x86 and Apple...
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Qualcomm Snapdragon Summit 2023, NVIDIA creating Arm-based SOC, and the latest earnings from Microsoft, Google,...
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