Category: Regulations and Policy

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss AMD’s acquisition of ZT Systems, the DOJ consideration of breaking up Google, Cisco Q4FY24 Earnings, Lenovo Q1FY24/25 Earnings, HPE’s intent to acquire Morpheus Data, Huawei’s Chinese Market chip to compete with NVIDIA, and Coherent Q4FY24 Earnings.
Steven Dickens emphasizes that the recent Google antitrust ruling could signal a pivotal shift in how regulators approach big tech companies, potentially leading to more aggressive enforcement actions across the industry. They suggest that this case, along with ongoing investigations into companies such as Apple and Meta, could reshape the competitive landscape and set new precedents for digital market regulation.
The Six Five team discusses Google deemed a monopoly in DOJ ruling.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Marvell to solve memory challenges for cloud providers, GlobalFoundries Q2FY24 earnings, Google deemed a monopoly in DOJ ruling, Crowdstrike aftermath: Microsoft fires back at Delta, new Intel SVP & GM provides foundry updates, and OpenAI revolving door of founders and executives.
The Six Five team discusses Meta won't do GAI in EU Or Brazil.
Olivier Blanchard, Research Director at The Futurum Group, shares his insights into Synopsys’ automotive industry-first IP product to achieve 3rd party certification for ISO/SAE 21434 cybersecurity compliance, and what this means for the software-defined vehicle segment’s ability to securely address cybersecurity challenges and threats.
Steven Dickens, Chief Technology Advisor at The Futurum Group, shares insights on the strategic partnership between GlobalFoundries and BAE Systems, emphasizing its impact on national security and the semiconductor supply chain.
The Six Five team discusses US investigates NVIDIA, Microsoft, and OpenAI.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Computex 2024, Cisco Live 2024, SAP Sapphire Orlando 2024, US investigates NVIDIA, Microsoft, and OpenAI, CEO change at Lattice Semi, and senior leadership change at Lenovo.
Our latest research brief, Responsible Artificial Intelligence: Dell Data Protection for AI Applications– done in partnership with Dell Technologies– explores AI’s increasing need for data protection and cyber security, the unique protection requirements for AI, and how Dell’s data protection portfolio can be leveraged to meet these data protection needs.
TSMC, Samsung, and Intel All Announced Agreements
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on the geopolitical, market, and supply chain implications of finally securing domestic semiconductor chip production.
The Six Five team discusses U.S. inflation data.

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