Category: Semiconductors and Components

The Six Five team discusses NVIDIA Q3 Earnings.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss AWS re:Invent 2023, Broadcom and VMware, Apple, the OpenAI debacle, and the latest earnings from Salesforce, Synopsys, Pure Storage, HPE, Zoom, NVIDIA, HP, and Dell.
The Technology and Infrastructure Partnership Injects Much-Needed Innovation and Disruption into the EV Market
Olivier Blanchard, Research Director at The Futurum Group, shares insights on the NIO and Geely BaaS technology partnership as a positive disruptive force for the EV market, a way to address key EV adoption hurdles, and why Tesla should be worried.
On this episode of The Six Five – In the Booth, hosts Daniel Newman and Patrick Moorhead welcome Broadcom’s Sanjay Uppal for an inside look at how the now combined Broadcom and VMware are approaching opportunities at the edge, including the need for infrastructure, management and security.
On this episode of The Six Five – In the Booth, hosts Daniel Newman and Patrick Moorhead welcome Broadcom’s Purnima Padmanabhan for an inside look at how Tanzu furthers VMware, and now Broadcom’s hybrid cloud strategy, the next evolution of the Tanzu Application Platform, and more.
On this episode of The Six Five – In the Booth, hosts Daniel Newman and Patrick Moorhead welcome Broadcom’s Krish Prasad for an inside look at how VMware Cloud Foundation fits into Broadcom’s larger strategy of delivering private and hybrid cloud solutions for customers.
On this episode of The Six Five – In the Booth, hosts Daniel Newman and Patrick Moorhead welcome Hock Tan, President and CEO of Broadcom for an inside look at the future of a combined Broadcom and VMware, the company’s multi-cloud strategy, security, and more.
The Six Five team discusses Supercomputing 2023.
The Six Five team discusses Qualcomm AI 100 Ultra Card.
The Six Five team discusses Synopsys.ai Copilot.
The Six Five team discusses Microsoft’s Custom Silicon at Microsoft Ignite 2023.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Microsoft’s custom silicon announcement at Ignite 2023, Synopsys, Qualcomm, Supercomputing 2023, and the latest earnings releases from Cisco and Lenovo.

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