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Category: Semiconductors and Components

Synopsys, NVIDIA, and Broadcom Key Players in the AI Chip Revolution—A Recap from The Six Five Podcast Episode 229
Daniel Newman and Six Five Media

Synopsys, NVIDIA, and Broadcom: Key Players in the AI Chip Revolution—A Recap from The Six Five Podcast Episode 229

Synopsys’ Q3 earnings, NVIDIA’s AI dominance, Broadcom’s OpenAI wins, the future of AI hardware, and Microsoft’s upcoming Windows Recall launch. In the latest Six Five webcast, Patrick Moorhead and Daniel Newman discuss their innovations and market challenges.
Broadcom Q3 2024 AI Revenue, VMware Merger, and Mainframe Division Overview
Steven Dickens

Broadcom Q3 2024: AI Revenue, VMware Merger, and Mainframe Division Overview

Broadcom’s AI Revenue Growth, VMware Integration, and Steady Contributions from the Mainframe Software Division Drive Strong Financial Performance in Q3 2024
Steven Dickens, Chief Technology Advisor at The Futurum Group, shares insights on Broadcom’s Q3 2024 earnings, focusing on AI revenue growth, the impact of the VMware integration on profitability, and the contributions of the Mainframe Software Division.
GlobalFoundries Advances Energy Efficiency with Efficient Partnership
Dr. Bob Sutor

GlobalFoundries Advances Energy Efficiency with Efficient Partnership

GlobalFoundries Supports Formerly Stealth Startup to Manufacture Lower-Power CPUs
Dr. Bob Sutor, Vice President and Practice Lead of Emerging Technologies at The Futurum Group, looks at Carnegie Mellon University-connected startup Efficient’s partnership with GlobalFoundries to manufacture a processor that Efficient claims is up to 166x more energy-efficient than industry-standard embedded CPUs.
NVIDIA Q2FY25 Earnings with Special Guest Dan Ives
Daniel Newman

NVIDIA Q2FY25 Earnings with Special Guest Dan Ives

The Six Five team discusses NVIDIA Q2FY25 Earnings with Special Guest Dan Ives
Talking Special Guest, NVIDIA, VMware Explore, Salesforce, Dell, Pure Storage, HP
Daniel Newman

Talking Special Guest, NVIDIA, VMware Explore, Salesforce, Dell, Pure Storage, HP

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings from NVIDIA, Salesforce, Dell, Pure Storage, and HP, as well as insights from VMware Explore 2024.
Six Five webcast: Strategic Moves and Innovations in the Tech Industry: Marvell, GlobalFoundries, Google, CrowdStrike, Intel, and OpenAI
Daniel Newman and Six Five Media

Strategic Moves and Innovations in the Tech Industry: Marvell, GlobalFoundries, Google, CrowdStrike, Intel, and OpenAI

Marvell, GlobalFoundries, Google, CrowdStrike, Intel, and OpenAI are advancing their positions in the competitive technology landscape. In their latest Six Five webcast, Patrick Moorhead and Daniel Newman discuss strategic partnerships, innovations, and challenges as these companies navigate the rapidly evolving semiconductors, AI, cloud computing, cybersecurity, and advanced manufacturing sectors.
Debating The Size of The AI GPU & ASIC Market
Daniel Newman

Debating The Size of The AI GPU & ASIC Market

The Six Five team discusses Debating The Size of The AI GPU & ASIC Market
Broadcom Wins 1st & 2nd Generation AI ASIC Programs From OpenAI?
Daniel Newman

Broadcom Wins 1st & 2nd Generation AI ASIC Programs From OpenAI?

The Six Five team discusses Broadcom Wins 1st & 2nd Generation AI ASIC Programs From OpenAI?
NVIDIA Earnings Predictions
Daniel Newman

NVIDIA Earnings Predictions

The Six Five team discusses NVIDIA Earnings Predictions
Synopsys Q3FY24 Earnings
Daniel Newman

Synopsys Q3FY24 Earnings

The Six Five team discusses Synopsys Q3FY24 Earnings
Talking Synopsys, NVIDIA, Broadcom, AI GPU & ASIC Market, Microsoft, Downward Job Revision
Daniel Newman

Talking Synopsys, NVIDIA, Broadcom, AI GPU & ASIC Market, Microsoft, Downward Job Revision

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings from Synopsys, NVIDIA Earnings Predictions, Broadcom 1st and 2nd Generation AI ASIC Programs from OpenAI, the size of the AI GPU and ASIC Market, the Windows recall date and the massive downward job revision.
Solidigm Expands SSD Portfolio and Ups the Focus on the AI Data Pipeline
Camberley Bates

Solidigm Expands SSD Portfolio and Ups the Focus on the AI Data Pipeline

Camberley Bates, Chief Technology Advisor at The Futurum Group, shares insights on Solidigm’s expansion of its SSD portfolio, focusing on the impact of the new D7-PS1010 and D7-PS1030 SSDs on AI data pipelines and energy efficiency, highlighting future industry trends.
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