Category: Semiconductors and Components

Q2 Revenue and Margin Expansion Driven by AI-Powered Data Center Demand, Telecom Recovery, and Industrial Resilience
Olivier Blanchard, Research Director at The Futurum Group, analyzes Coherent’s Q2 FY 2025 earnings, highlighting record networking revenue fueled by AI data center demand, telecom recovery, and margin expansion.
Camberley Bates, Keith Townsend, and Dion Hinchcliffe share their insights on IBM's resurgence, Intel's hurdles, and the intriguing developments of DeepSeek technology, outlining the potential impacts on the industry.
Camberley Bates, Keith Townsend, and Dion Hinchcliffe dive into the $500 billion Project Stargate, the competitive AI landscape, and infrastructural shifts in the era of AI.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss DeepSeek, Azure, IBM, Intel, and more!
Monica Batchelder and Kirk Bresniker at HPE discuss sustainable AI, highlighting strategies to reduce AI's energy consumption and the role of data center innovation.
Jonathan Ross, CEO & Founder at Groq, joins Daniel Newman and Patrick Moorhead to share his insights on pioneering developments in computing technology and AI's critical role in the future.
OpenAI, Oracle, and SoftBank Join Forces to Build Massive Data Center Network as a Key Issue for US National Security
Nick Patience, AI Practice Lead at The Futurum Group examines President Trump's ambitious $500B Stargate initiative that aims to revolutionize US AI infrastructure while countering China's rapid advances in AI development.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Microsoft, Google, Meta, AI regulations and more!
Daniel Newman and Patrick Moorhead discuss the biggest innovations unveiled at CES 2025. From Meta’s community-driven moderation to NVIDIA’s AI advancements and Qualcomm’s edge computing breakthroughs sharing a technical look at CES’s top trends.
Camberley Bates, Keith Townsend, and Dion Hinchcliffe explore Nvidia's CES 2025 innovations and the future landscape of data infrastructure on Six Five Webcast - Infrastructure Matters.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Meta, Qualcomm, Nvidia and more.
Dipti Vachani, SVP & GM at Arm, joins Olivier Blanchard to discuss how Arm is revolutionizing the automotive industry with AI-enabled vehicles at CES 2025.

Thank you, we received your request, a member of our team will be in contact with you.