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Category: Semiconductors and Components

Can Lip-Bu Tan’s Engineering-First Vision Get Intel Back on Track?
Olivier Blanchard
Olivier Blanchard

Can Lip-Bu Tan’s Engineering-First Vision Get Intel Back on Track?

Intel’s New CEO Charts AI, Foundry, and Product-Led Recovery Plan; Market Cautiously Awaits Execution
Olivier Blanchard, Research Director at The Futurum Group, shares insights on Intel CEO Lip-Bu Tan’s plan to reset Intel’s culture, focus on AI and custom silicon, and restore credibility through engineering-led execution and foundry transformation.
Can MediaTek’s Kompanio Ultra Set the Standard for AI-Driven Chromebooks?
Olivier Blanchard
Olivier Blanchard

Can MediaTek’s Kompanio Ultra Set the Standard for AI-Driven Chromebooks?

MediaTek Targets AI Performance, Power Efficiency, and Chromebook Growth with Kompanio Ultra Launch
Olivier Blanchard, Research Director at The Futurum Group, examines MediaTek’s Kompanio Ultra processor and its implications for on-device AI, Chromebook performance, and the company’s expansion beyond smartphones.
IBM z17: Doing More at the Core - Six Five On The Road
Daniel Newman

IBM z17: Doing More at the Core – Six Five On The Road

Tina Tarquinio and Chris Berry from IBM join hosts to explore the z17's cutting-edge advancements and reliability in the tech world.
The Six Five Pod | EP 256: Wall Street Meltdowns, Intel Vision, Tech Rumors & the AI Energy Challenge
Daniel Newman

The Six Five Pod | EP 256: Wall Street Meltdowns, Intel Vision, Tech Rumors & the AI Energy Challenge

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Microsoft's consumer Copilot announcements, Qualcomm's IoT acquisitions, Intel's Vision event featuring new, the potential TSMC-Intel partnership, its implications for the semiconductor, and current market volatility.
More Wide Area Networks: A New Vista for Sustainability Success - A Deeper Dive - Six Five On The Road
Daniel Newman

More Wide Area Networks: A New Vista for Sustainability Success – A Deeper Dive – Six Five On The Road

AE Natarajan, EVP at Juniper Networks, joins Daniel Newman to explore Juniper's innovative WAN technologies aimed at environmental sustainability.
Liquid-Cooled SSD: Solidigm and NVIDIA’s Innovative Solutions - Six Five Media at NVIDIA GTC
Keith Townsend
Keith Townsend

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.
Has the Token Economy Arrived? Decoding NVIDIA’s GTC and the Future of AI
Camberley Bates
Dion Hinchcliffe
Keith Townsend
Camberley Bates, Dion Hinchcliffe & Keith Townsend

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.
The Six Five Pod | EP 255: From Intel to Innovation: Pat Gelsinger's New Ventures
Daniel Newman

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

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.
The Six Five Pod | EP 254: Unpacking GTC: Nvidia's AI Dominance and the Hyperscaler Challenge
Daniel Newman

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

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.
GTC 2025 Wrap-Up with Pat Moorhead
Six Five Media
Six Five Media

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.
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