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Category: Semiconductors and Components

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

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.
Coherent Introduces 793nm Pump Laser Diode Solidifies Company's Integration Strategy
Olivier Blanchard
Olivier Blanchard

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

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

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.
Talking MWC, Salesforce, Broadcom, Marvell, HPE, Tariffs & Tech
Daniel Newman

Talking MWC, Salesforce, Broadcom, Marvell, HPE, Tariffs & Tech

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss MWC, Salesforce, Broadcom and more.
HPE and Intel – Building Future-ready Compute Platforms Together
Six Five Media
Six Five Media

HPE and Intel – Building Future-ready Compute Platforms Together

Krista Satterthwaite and Karin Eibschitz Segal join Patrick Moorhead to share insights on HPE's and Intel's collaboration in evolving compute platforms that are not just performant but future-ready.
Interview with Interim co-CEO at Intel and CEO of Intel Products, Michelle Johnston Holthaus - Six Five On The Road
Six Five Media
Six Five Media

Interview with Interim co-CEO at Intel and CEO of Intel Products, Michelle Johnston Holthaus – Six Five On The Road

Michelle Johnston Holthaus, Interim co-CEO and CEO of Intel Products, joins Patrick Moorhead to share Intel's strategic focus on AI and infrastructure modernization discussed at MWC Barcelona.
Radeon RX 9000 Series Launch: AMD Focuses on AI and Raytracing
Olivier Blanchard
Olivier Blanchard

Radeon RX 9000 Series Launch: AMD Focuses on AI and Raytracing

AMD Unveils Radeon RX 9000 Series Graphics Cards, Bringing AI Acceleration and Next-Gen Raytracing to Enthusiast Gamers
Olivier Blanchard, Research Director with The Futurum Group, analyzes AMD’s Radeon RX 9000 Series launch, highlighting RDNA 4 advancements, AI acceleration, enhanced raytracing, and FSR 4 upscaling.
CoreWeave files for IPO: Specialized AI Cloud Provider Eyes Next Phase of Growth
Nick Patience

CoreWeave Files for IPO: Specialized AI Cloud Provider Eyes Next Phase of Growth

AI-Optimized Infrastructure Positions CoreWeave as a Strategic Alternative to Hyperscalers Amid GPU Shortage
Nick Patience, VP & AI Practice Lead at The Futurum Group, analyzes the S-1 filing of GPU infrastructure provider CoreWeave; the first step on its path to an IPO.
Talking NVIDIA, Amazon, Cisco & NVIDIA, Qualcomm, and More
Daniel Newman

Talking NVIDIA, Amazon, Cisco & NVIDIA, Qualcomm, and More

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss NVIDIA, Amazon, Qualcomm and more.
Focus on Execution as Synopsys Reports Solid 1Q FY 2025 Financial Results
Richard Gordon
Richard Gordon

Focus on Execution as Synopsys Reports Solid 1Q FY 2025 Financial Results

Latest Synopsys Financial Report Shows Solid Performance and Continued Innovation Across Key Segments
Richard Gordon, Vice President & Practice Lead, Semiconductors at The Futurum Group shares his insights on Synopsys’ 1Q FY 2025 earnings report, where the company demonstrated that strong design activity remained a cornerstone of the company’s performance, driven by its leadership in hardware-assisted verification (HAV) solutions, advancements in EDA software, AI-driven innovations, and Design IP solutions.
Apple Launches the iPhone 16e A Budget Game-Changer or an Overpriced Entry Model
Olivier Blanchard
Olivier Blanchard

Apple Launches the iPhone 16e: A Budget Game-Changer or an Overpriced Entry Model?

Apple Aims to Redefine Its Budget Lineup with AI and In-House Modem
Olivier Blanchard, Research Director at The Futurum Group, analyzes Apple’s iPhone 16e launch, its pricing shift, AI integration, in-house modem transition, and the broader impact on Apple's iPhone strategy amid growing competition.
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