On this episode of The Six Five - On the Road, hosts Daniel Newman and Patrick Moorhead welcome AMD’s Victor Peng and Mark Papermaster for a conversation on the company’s long-term vision for pervasive AI across AMD’s portfolio.
On this episode of The Six Five - On the Road, hosts Daniel Newman and Patrick Moorhead welcome AMD’s Forrest Norrod for a conversation on open data center infrastructure ecosystem for AI and AI hardware.
On this episode of The Six Five - On the Road, hosts Daniel Newman and Patrick Moorhead welcome AMD’s Lisa Su for a conversation on AI’s transformation of the industry and the ways AMD has advanced AI adoption through its ecosystem of products.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss IBM & Albany NanoTech, Google Cloud, the Intel AI Event, earnings from Oracle and Adobe, and announcements from Plus AI.
Insights on How Intel Plans to Compete, Grow, and Innovate in the AI Landscape
The Futurum Group’s Daniel Newman shares his brief "dissertation" on last week's Intel Corporation event in NYC. There have been big positive changes for Intel in past couple of years, but there is still work to be done.
On this episode of The Six Five Connected, host Diana Blass heads to the Cisco Partner Summit in Miami, where she learns about the latest network innovation to hit the market.
On this episode of The Six Five – Insider hosts Daniel Newman and Patrick Moorhead welcome Marvell’s Chris Koopmans for a conversation on the growing performance demands of AI and infrastructure silicon for accelerated computing.
The Futurum Group’s Ron Westfall is joined by Marvell Technology’s Sandeep Bharathi, for a conversation on AI and the impact that it's having on the semiconductor industry as well as portfolio development, during Marvell’s Industry Analyst Day Event.
Bloated Inventories Still Saddle Recovery with Growth Asymmetries
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on Semtech Q3 FY 2024 earnings, which point to continued recovery despite asymmetrical drag on hardware demand.
