On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Q2FY24 earnings for: SAP, Google, IBM, and ServiceNow, rumored NVIDIA B20 for China, and another day, another Apple booting Qualcomm rumor.
Marvell’s Teralynx 51.2T Ethernet Switch Enters Volume Production for Worldwide AI Cloud Deployments Showcasing Breakthrough Cloud Data Center Benefits
The Futurum Group’s Ron Westfall assesses why the Marvell Teralynx 10 Ethernet switch delivers the low-latency, low-power, high-bandwidth, programmable platform and an architecture optimized for AI and cloud network demands which can assure customers use a comprehensive hardware/software solution that fully aligns with the cloud AI shift to open networking.
Q2 Copilot+ PC Launches Set Stage for Impending PC Refresh Supercycle
The Futurum Group’s Research Director Olivier Blanchard covers the highlights in the AI PC market for H1 2024, focusing on the Copilot+ PC launch, which is setting the stage for the impending PC refresh supercycle.
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.
Marvell Unveils Alaska A 1.6T PAM4 DSP Aimed at Right Sizing AECs to Fulfill the Fast-Growing AI Accelerator Bandwidth Demands in Cloud Data Centers
The Futurum Group’s Ron Westfall assesses why the Alaska A 1.6T PAM4 DSP debut strengthens Marvell’s ability to ensure AI accelerators meet the demands for higher bandwidth 200G/lane interconnects underpinned by the industry-wide migration of copper interconnects from DAC to AEC.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Micron Q3FY24 earnings, their first personal impressions on Copilot+ PC, Google kills endless scroll, Lenovo AI announcements, Google updates Vertex AI, and Synopsys at DAC.
