Category: Processors

Making Markets EP31: Musk’s Twitter Stake, Wrestling with the Chips Act, A Look Ahead at Tech Earnings
Futurum analyst Todd R. Weiss explores AMD’s latest planned acquisition – the $1.9 billion purchase of Pensando Systems – and analyzes how the addition of the programmable packet processor and software specialist will also likely bolster AMD’s recent acquisition of FPGA chip maker Xilinx.
Futurum Research analyst Todd R. Weiss takes a deep dive into Intel’s acquisition of real-time autonomous optimization software vendor, Granulate, and explores how the move is designed to deliver positive impacts for cloud and data center customers.
Futurum Research analyst Todd R. Weiss takes an in-depth look at NVIDIA’s GTC 2022 news, including the company’s bold enhancements to its Omniverse simulation and modeling platform, its digital twin capabilities, and its industrial robotics products and services showing the continual out-of-the box thinking that we’ve become accustomed to seeing from NVIDIA’s developers, engineers, and innovators.
Futurum analyst Todd R. Weiss dives into the happenings unveiled at NVIDIA’s Spring GTC 2022 opening keynote, including insights into the company’s latest Grace CPU Superchips, its NVIDIA H100 GPUs, and its new NVIDIA Hopper accelerated computing platform architecture.
The Six Five team discusses the Qualcomm Venture and the Metaverse fund.
Futurum’s Daniel Newman breaks down the first phase of Intel’s plan to invest as much as 80 billion euros in the European Union over the next decade.
The Six Five team delves into the latest news coming out of AMD.
The Six Five team dives into the latest NVIDIA earnings report.
The Six Five team dives into Intel Investor Day and the Tower Semiconductor acquisition.
Intel Investor Day & Tower, Alphabet-IDFA, Cisco-NVIDIA-Lattice Earnings, AMD Closes Xilinx. A new episode of The Six Five Webcast with hosts Patrick Moorhead and Daniel Newman.
Futurum’s principal analyst Daniel Newman breaks down the collapse of the NVIDIA Arm acquisition. He shares insight on how this will impact each company, investors, and the marketplace as a whole.

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