Category: Processors

Semtech Q2 FY 2024: Recovery Incoming but Inventory Bloat Still a Drag
Olivier Blanchard

Semtech Q2 FY 2024: Recovery Incoming but Inventory Bloat Still a Drag

Semtech’s Sequential Growth Earnings Point to Recovery, but Inventory Bloat Offsets Semiconductor Gains With a Drag on Hardware
Olivier Blanchard, Research Director at The Futurum Group, shares insights on Semtech Q2 FY 2024 earnings, which point to recovery in high-margin semiconductors and IoT segments despite inventory bloat continuing to drag on module and router revenue.
Intel Habana 2 Leads on Hugging Face Visual Model
Daniel Newman

Intel Habana 2 Leads on Hugging Face Visual Model?

The Six Five Team discusses recent published benchmarks from Hugging Face on Intel Habana 2 compared to NVIDIA H100 and A100.
The Six Five On the Road at VMware Explore 2023 with Intel's Chris Tobias
Daniel Newman

The Six Five On the Road at VMware Explore 2023 with Intel’s Chris Tobias

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Chris Tobias, GM, Americas Technology Leadership/Global Platform ISV Account Team at Intel Corporation for a conversation during VMWare Explore in Las Vegas.
Intel 4th Gen Xeon Scalable Processors
Daniel Newman and Ron Westfall

Intel 4th Gen Xeon Scalable Processors Primed to Accelerate Data Center Performance and Capabilities

In our latest white paper, Intel 4th Gen Xeon Scalable Processors Primed to Accelerate Data Center Performance and Capabilities, The Futurum Group's Ron Westfall assess why Intel’s 4th Gen Xeon Scalable processors and Intel’s strategic approach of embedding a diverse array of accelerators is key to enabling breakthroughs such as vast improvements in per-core performance.
NVIDIA Siggraph Announcements
Daniel Newman

NVIDIA Siggraph Announcements

The Six Five team discusses NVIDIA Siggraph Announcements.
AMD Revenue Hits $5.4 Billion in Q2, Down 18% YoY, But Beats Estimates
Daniel Newman and Todd R. Weiss

AMD Revenue Hits $5.4 Billion in Q2, Down 18% YoY, But Beats Estimates

AMD’s Q2 Revenue Was Hit by Weaker PC and Gaming Markets
Chief analyst Daniel Newman and senior analyst Todd R. Weiss of The Futurum Group share their insights as AMD revenue hits $5.4 billion in Q2, down 18% YoY, but beats estimates. The CPU, GPU, and AI chip vendor saw revenue affected by weaker PC and gaming markets and global supply chain inventory corrections.
Keith Kirkpatrick

Utilizing Mixed Reality to Deliver More Immersive Customer Experiences

Amdocs Survey Finds Consumers Want More AR and MR Tech, but Need More Education and Guidance
Michael Diamond

Intel Meteor Lake: Placing Bets on On-Device AI

The Futurum Group Industry Analyst Michael Diamond discusses Intel’s recently unveiled new 14th-generation Intel Meteor Lake CPUs that are built on 4-nanometer processes versus its 13th Generation Raptor Lake chips that are built on the 7-nanometer process.
Daniel Newman

NVIDIA Q1 Earnings

The Six Five team discusses NVIDIA Q1 Earnings.
Daniel Newman

We are Live! Talking Apple, AMD, Qualcomm, Lattice, Zoho and Microsoft

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Apple, AMD, Qualcomm, Lattice, Zoho and Microsoft.
Randy Kerns

Nyriad Exhibits their New UltraIO Block Storage System at NAB 2023

Randy Kerns, senior strategist at Futurum Research (formerly known as Evaluator Group), recaps Nyriad’s new UltraIO storage system exhibited at NAB 2023 and shares his thoughts on what makes UltraIO valuable to customers.
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