Category: Semiconductors and Components

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.
The Six Five team discusses Synopsys At DAC
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.
Google Cloud Platform Presentation Covering Running Enterprise Applications on GCP With Hardware Offload for Efficient Performance
Alastair Cooke, CTO Advisor at The Futurum Group, shares his insights on the Titanium architecture and hardware offload for efficient performance in the Google Cloud. Customers get more CPU for their code and less overhead from the infrastructure.
The Six Five team discusses Copilot + PCs ship.
The Six Five team discusses the 3 trillion battle - world’s most valuable companies.
The Six Five team discusses HPE Discover 2024.
The Six Five team discusses Broadcom Q2FY24 earnings.
Daniel Newman and Patrick Moorhead share their insights on Intel's latest developments and performance at Computex, revealing how these announcements could shape the future of technology.
In our latest research brief, Intel AI Everywhere: Ready to Transform the AI Ecosystem, we analyze why Intel is perfectly suited to pace the AI Everywhere proposition. We look at why Intel is fundamentally committed to the core proposition of bringing AI everywhere, through key offerings such as Intel Xeon processors, Gaudi accelerators, and Intel Core Ultra Processors, which are aimed at ushering in the age of AI PC and securely distributing AI workloads in data center, cloud, and edge environments.
Steven Dickens, VP and Practice Leader, discusses Broadcom's Q2 2024 performance, driven by strategic investments in AI and the successful integration of VMware.
Oracle, Microsoft, and OpenAI Collaborate to Extend Microsoft Azure AI Platform to OCI to Ensure OpenAI Can Scale Fast-growing Massive LLM Training Demands
The Futurum Group’s Ron Westfall and Steven Dickens explore why the collaboration with OpenAI to extend the Microsoft Azure AI platform to OCI validates that Oracle Gen2 AI infrastructure, underscored by RDMA-fueled innovation, can support and scale the most demanding LLM/GenAI workloads with immediacy.

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