On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss GlobalFoundries Q3 Earnings, Arm Q2 Earnings, announcements from OpenAI, IBM AI and Research Day, VMware, IBM, OpenShift, and Synopsys.
GlobalFoundries Q3 2023 Earnings Delivered Positive Outcomes Amid Macro Uncertainties with Fab Security and Portfolio Innovation Driving Demand
The Futurum Group’s Daniel Newman and Ron Westfall assess why they believe GlobalFoundries’ Q3 2023 results demonstrate resilience amid geopolitical and macro uncertainties and are fueled by demand for fab security and portfolio innovation.
With Amazon EC2 Capacity Blocks, AWS Takes Reservations for GPUs
The Futurum Group’s Steven Dickens and Dave Raffo share their insights on the new AWS consumption model for renting NVIDIA GPUs in EC2 Capacity Blocks for short-duration ML workloads.
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 from AWS and Apple.
Highlighting Industry Players Approaching Generative AI in the Right Way
Mark Beccue, Research Director at The Futurum Group, highlights organizations approaching generative AI in the right way. This week features Leica, the Data Provenance Initiative, and Google.
Dave Raffo, Senior Analyst at The Futurum Group, dissects Lamina CTO Greg Diamos’ step-by-step account of how the startup built its LLM Superstation on AMD Instinct GPUs.
Juniper Delivers Record Enterprise Business and Another Quarter of Improved Profitability Amid Macroeconomic Uncertainties in Fiscal Q3 2023
The Futurum Group’s Ron Westfall and Daniel Newman assess Juniper’s fiscal Q3 2023 performance including a record quarter in enterprise, another quarter of improved profitability, and advancing portfolio innovation.
The Futurum Group’s Daniel Newman is joined by HPE’s Frances Guida, Director, HPE Compute Workload Solutions for a conversation on how HPE is helping customers navigate AI inference, and bringing its expertise to empower AI adoption for businesses.
