Futurum analysts Daniel Newman and Todd R. Weiss share their insights as NVIDIA revenue beats estimates, fueled by data center growth as the GPU, AI, HPC, and supercomputing continues to see its post-pandemic gaming market shrink.
Futurum analyst Todd R. Weiss discusses the unveiling of AMD’s 4th gen Epyc CPUs, designed for data center modernization as AMD expands its processor portfolio with its most powerful and energy efficient Epyc chips yet.
Futurum analysts Daniel Newman and Todd R. Weiss share their insights as Qualcomm revenue hits $11.39B for Q4, $44.2B for fiscal 2022 as the diversified processor, modem, RF systems, 5G, and connectivity powerhouse continues its healthy growth.
Futurum’s Daniel Newman and Ron Westfall assess Intel’s financial results for the third quarter of fiscal 2022 and why they believe the company is executing the strategy required to improve its overall financial situation, including focus on driving $3 billion in cost reductions in 2023, growing to $8 billion to $10 billion in annualized cost reductions and efficiency gains by the end of 2025, as well as making long game moves to boost prospects in key areas such as IFS and x86.
The Six Five is "On The Road" at Oracle #CloudWorld. Hosts Patrick Moorhead and Daniel Newman are live at Oracle CloudWorld 2022 and they discuss the announcements and themes coming out of the event.
