Category: Semiconductors and Components

April 2, 2025

Keith Townsend

Six Five Webcast

Liquid-Cooled SSD: Solidigm and NVIDIA’s Innovative Solutions – Six Five Media at NVIDIA GTC

Avi Shetty, Sr. Director at Solidigm, joins Keith Townsend to discuss the innovative liquid-cooled SSD solution developed in collaboration with NVIDIA, marking a significant advancement in high-performance computing.

AI, Cloud, Data Management, Infrastructure, Semiconductors and Components

March 31, 2025

Camberley Bates, Dion Hinchcliffe & Keith Townsend

Infrastructure Matters

Has the Token Economy Arrived? Decoding NVIDIA’s GTC and the Future of AI – Six Five Webcast – Infrastructure Matters

Dive into the future of AI infrastructure with Infrastructure Matters Episode 76! Hosts Camberley Bates, Dion Hinchcliffe, and Keith Townsend dissect NVIDIA's GTC conference, Blackwell GPUs, the token economy, and the shifting landscape of AI investment. Discover the latest trends in hardware, software, and the evolving role of AI in enterprise.

AI, Data Management, Emerging Technologies, Semiconductors and Components

March 31, 2025

Daniel Newman

Six Five Webcast

The Six Five Pod | EP 255: From Intel to Innovation: Pat Gelsinger’s New Ventures

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss recent AI model announcements from OpenAI, Microsoft, and Google, and debate the $300 billion valuation of OpenAI. The show features a special guest, Pat Gelsinger, who shares insights on his new roles as executive chairman of Gloo, and reflects on his time at Intel.

AI, Business Information, Emerging Technologies, PCs and Devices, Semiconductors and Components

March 26, 2025

Keith Townsend

Six Five Webcast

Solidigm, CoreWeave, and Supermicro: Powering Next-Gen AI Cloud Solutions – Six Five Media at NVIDIA GTC

Greg Matson, Jacob Yundt, and Vik Malyala discuss how Solidigm SSDs and Supermicro servers boost CoreWeave's cloud solutions, offering scalable and efficient AI computing power.

AI, Cloud, Data Management, Enterprise Applications, Infrastructure, Semiconductors and Components

March 24, 2025

Daniel Newman

Six Five Webcast

The Six Five Pod | EP 254: Unpacking GTC: Nvidia’s AI Dominance and the Hyperscaler Challenge

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss NVIDIA's GTC conference, Google's potential acquisition of Wiz and the competitive landscape for AI accelerators.

AI, Business Information, Emerging Technologies, PCs and Devices, Semiconductors and Components

March 21, 2025

Ron Westfall

Research Note

GTC 2025: Can Solidigm’s Liquid-Cooled SSD Redefine AI Server Infrastructure?

Solidigm and NVIDIA Unveil Cold-Plate-Cooled SSD to Eliminate Air Cooling from AI Servers

Ron Westfall, Research Director at The Futurum Group, shares insights on Solidigm’s cold-plate-cooled SSD, developed with NVIDIA to enable fanless, liquid-cooled AI server infrastructure and meet surging demand driven by gen AI workloads.

Advanced Computing, AI and Data Analytics, Data Center, Data Storage and SAN, Semiconductors and Components

March 21, 2025

Six Five Media

Six Five Webcast

GTC 2025 Wrap-Up with Pat Moorhead

Pat Moorhead, Founder, CEO, and Chief Analyst at Moor Insights & Strategy, dives into GTC 2025's major AI and compute innovations, spotlighting Samsung's role in powering future AI.

AI, Data Management, Enterprise Applications, Semiconductors and Components

March 20, 2025

Six Five Media

Six Five Webcast

From Promise to Profits: A Hybrid Approach to Unleash AI’s Power at Scale – Six Five Media at NVIDIA GTC

Hillery Hunter, CTO at IBM, shares insights on AI scalability, the challenges in adopting GenAI, and IBM's unique approach to AI models and its partnership with NVIDIA.

AI, Cloud, Data Management, Infrastructure, Semiconductors and Components

March 19, 2025

Olivier Blanchard

Research Note

Coherent Introduces 793nm Pump Laser Diode Solidifies Company’s Integration Strategy

The 28W 793nm Pump Laser Diode Offers High Polarization Purity, Enhancing Thulium Fiber Laser Efficiency in Medical and Industrial Applications

Olivier Blanchard, Research Director at The Futurum Group, analyzes Coherent’s 793nm pump laser diode, a breakthrough in Thulium fiber laser efficiency.

Data Center, High Performance Computing, Innovation, Semiconductors and Components

March 17, 2025

Daniel Newman

Six Five Webcast

The Six Five Pod | Ep. 253: Navigating Market Volatility: Tech Moves and Looming Tariffs

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Intel's new CEO Lipu Tan, the potential impact of tariffs on the US economy, and recent earnings from Oracle and Adobe.

AI, Business Information, Emerging Technologies, PCs and Devices, Semiconductors and Components

March 13, 2025

Daniel Newman

Six Five Webcast

AI and The Future of Quantum: A Conversation with IBM CEO Arvind Krishna at SXSW 2025

Arvind Krishna, CEO at IBM, joins Daniel Newman to share insights on the evolving landscape of AI and Quantum Computing and their roles in shaping the future.