On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Oracle and Azure, Arm’s successful public debut, Apple’s September 2023 event announcements, Salesforce Dreamforce 2023 and the latest earnings releases for Oracle and Adobe.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss the latest earnings releases for Dell Technologies, MongoDB, Broadcom, and Elastic, along with Huawei’s “mystery” phone, Qualcomm at IAA and more.
Positive Sequential Growth Signals Rebound for PCs and Improving Demand for AI-Driven Infrastructure
Daniel Newman and Olivier Blanchard, analysts at The Futurum Group, share their insights on Dell’s Q2 2024 earnings, which suggest an improving demand environment for PCs and AI-driven infrastructure.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss their experience at Google Cloud Next, the latest earnings releases for Pure Storage, HP Inc, HPE and Salesforce, and Intel Habana 2 on Hugging Face.
HP Earnings Point to Coming Rebound in PC Market Despite Market Headwinds
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on HP Q3 2023 earnings, which suggest a rebound for PCs in 2024 despite persistent market headwinds.
With Meta’s Llama 2 LLM to Power On-Device Generative AI, MediaTek Takes Another Swing at Mobile’s Premium Tier
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on MediaTek’s announcement that it has partnered with Meta to bring on-device generative AI capabilities to its next-gen SoCs, and what this move signals about MediaTek’s mobile and edge compute ambitions.
