On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss GlobalFoundries Q3 Earnings, Arm Q2 Earnings, announcements from OpenAI, IBM AI and Research Day, VMware, IBM, OpenShift, and Synopsys.
Arm Is Acquiring a Minority Stake in Raspberry Pi to Expand a Partnership that Aims to Work More Closely with IoT Developers
Todd R. Weiss, Analyst with The Futurum Group, shares his insights as Raspberry Pi gets a strategic IoT investment from Arm as they expand their partnership to work more closely with the IoT developer community.
The Futurum Group’s Daniel Newman and Olivier Blanchard share insights on Qualcomm Q4 2023 earnings, which beat expectations and join other tech sector quarterly earnings in suggesting an improving demand environment for handsets and other devices.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Cloudera Evolve 2023, the latest earnings from Lattice, Qualcomm, and AMD, as well as news from AWS and Apple.
AMD Q3 2023 Earnings Point to a Normalizing Chip Market and Strong Tailwinds for AI
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on why AMD’s Q3 2023 numbers signal an accelerating recovery for the PC market and strong AI-accelerated potential for AMD across all segments.
On this episode of The Six Five – Insider, hosts Daniel Newman and Patrick Moorhead welcome Qualcomm’s CEO, Cristiano Amon, during Snapdragon Summit for an inside look at Qualcomm’s vision for AI, and how the company is approaching developing Generative AI at the edge.
Intel Is Seeing Steady and Measurable Progress Under the Leadership of CEO Pat Gelsinger
Daniel Newman and Todd R. Weiss, analysts with The Futurum Group, share their insights as Intel Q3 revenue hits $14.16 billion, beating analyst estimates as the chipmaker reported its latest earnings, despite some ongoing challenges in tech.
The FPGA Market Remains Hot for the Low-Power Programmable FPGA Maker, Though Its Growth Slowed Slightly in Q3
Daniel Newman and Todd R. Weiss, analysts with The Futurum Group, share their latest insights as Lattice Semiconductor Q3 2023 revenue hits $192 million, up 11% YoY in the latest quarter for the FPGA specialist.
