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.
Qualcomm’s New PC Platform and Custom CPU Could Pose a Real Challenge to x86 and Go Head-to-Head with Apple Silicon
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on how Qualcomm’s impressive new Snapdragon X Elite PC platform and Oryon CPU take aim at x86 and Apple silicon to redefine PCs for the era of on-device AI.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Qualcomm Snapdragon Summit 2023, NVIDIA creating Arm-based SOC, and the latest earnings from Microsoft, Google, Intel and IBM.
Is ChatGPT’s OpenAI Looking to Make Its Own AI Chips?
Todd R. Weiss, Senior Analyst with The Futurum Group, shares his insights about a recent Reuters news story that reported that ChatGPT’s OpenAI is looking to make its own AI chips due to shortages of the chips on the open market.
Qualcomm’s Snapdragon 8 Gen 3 Premium Mobile Platform Hits the Gas with Powerful On-Device AI Features
Olivier Blanchard, Research Director at The Futurum Group, shares his insights about Qualcomm’s powerful new Snapdragon 8 Gen 3 mobile platform and how its AI-forward specs and features are already redefining mobile experiences and performance.
