Category: Semiconductors and Components

April 11, 2024

Ron Westfall & Russell Fellows

Research Note

Intel Vision 2024: Intel Unleashes Gaudi 3 Led Enterprise AI Strategy

Intel Launched Its AI Strategy for Enterprises Spearheaded by Gaudi 3 Debut Emphasizing Open, Scalable Systems Built to Bring AI Innovation to All AI Segments

The Futurum Group’s Ron Westfall and Russ Fellows examine why the new Intel Gaudi, Xeon, and Core Ultra portfolio offerings immediately bolster the Intel enterprise AI proposition, bringing AI innovation everywhere.

AI, Cloud, Communications Networks, Digital Transformation, Hybrid Cloud, Infrastructure, and Operations, Semiconductors and Components

April 9, 2024

Daniel Newman

Six Five Webcast

Talking Intel, Oracle & Palantir, Groq, Apple, Rubrik, Tesla

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Intel’s Products and Foundry reporting, Oracle and Palantir partnership, Groq developer and app milestones, Apple getting into home robots, Rubrik filing S-1 to go public, and are EVs or Tesla stalling.

AI, Business Information, Cloud, Robotics, Semiconductors and Components

April 5, 2024

Ron Westfall & Steven Dickens

Research Note

Oracle Palantir Partnership Transforms AI Decision Making

Palantir Selects Oracle Cloud Infrastructure to Augment Efficiency, Performance, and Sovereignty from HQ to Tactical Edge for Vast Array of Organizations

The Futurum Group’s Ron Westfall and Steven Dickens assess why the Oracle-Palantir alliance delivers the synergy between OCI and Palantir's AI platforms needed to spur a wave of innovation.

AI, Cloud, Communications Networks, Digital Transformation, Hybrid Cloud, Infrastructure, and Operations, Semiconductors and Components

April 5, 2024

Ron Westfall

Research Note

OFC 2024: Marvell Displays Accelerated Infrastructure Portfolio Gems

Marvell Spotlighted Connectivity Optimized for Diverse Architectures and Use Cases to Meet Skyrocketing Demand for Bandwidth at OFC 2024

The Futurum Group’s Ron Westfall assesses how Marvell’s OFC 2024 announcements demonstrate its ability to meet the massive scaling demands of optical data rates and deliver the energy per bit savings essential to transforming data infrastructure.

AI, Cloud, Communications Networks, Digital Transformation, Hybrid Cloud, Infrastructure, and Operations, Semiconductors and Components

April 2, 2024

Daniel Newman

Video Research Note

Lattice Leveraging the AI PC Wave?

The Six Five team discusses Lattice Leveraging the AI PC Wave?

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

April 2, 2024

Daniel Newman

Video Research Note

Is NVIDIA a Monopoly?

The Six Five team discusses Is NVIDIA a Monopoly?

AI, Business Information, Semiconductors and Components

April 2, 2024

Daniel Newman

Video Research Note

Intel Gaudi Performance – Beats NVIDIA?

The Six Five team discusses Intel Gaudi Performance - Beats NVIDIA?

AI, Business Information, Semiconductors and Components

April 2, 2024

Daniel Newman

Video Research Note

China’s Crackdown on AMD & Intel Chips

The Six Five team discusses China’s Crackdown on AMD & Intel Chips.

AI, Processors, Regulations and Policy, Semiconductors and Components

April 1, 2024

Daniel Newman

Six Five Webcast

Talking Adobe, China’s Crackdown on U.S. Chips, Intel, Apple, NVIDIA, Databricks

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Adobe Summit 2024, China’s crackdown on AMD and Intel chips, Intel Gaudi Performance beats NVIDIA, Apple investigated again by the EU, Databricks’ new DBRX model, is NVIDIA a monopoly, and Lattice leveraging the AI PC wave.