Category: Semiconductors and Components

September 5, 2023

Daniel Newman & tweiss@futurumresearch.com

Research Note

Broadcom Revenue in Q3 2023 Hits $8.88 Billion, Beating Estimates

Broadcom’s Revenue Increase for Q3 Was Up 5% Year-over-Year

Daniel Newman and Todd R. Weiss, analysts with The Futurum Group, share their insights as Broadcom revenue in Q3 2023 hits $8.88 billion, beating estimates. Now Broadcom waits to see if it gains approval for its proposed $61B VMware acquisition.

Automation, Cybersecurity, Security, Semiconductors and Components

September 5, 2023

Daniel Newman

Video Research Note

Intel Habana 2 Leads on Hugging Face Visual Model?

The Six Five Team discusses recent published benchmarks from Hugging Face on Intel Habana 2 compared to NVIDIA H100 and A100.

AI, Machine Learning, Processors, Semiconductors and Components

September 5, 2023

Daniel Newman

Six Five Webcast

We are Live! Talking Google, Intel, Pure Storage, HP Inc., HPE, and Salesforce

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss their experience at Google Cloud Next, the latest earnings releases for Pure Storage, HP Inc, HPE and Salesforce, and Intel Habana 2 on Hugging Face.

AI, AI and Data Analytics, Business Information, Cloud, Enterprise Applications, Hybrid Cloud, Infrastructure, and Operations, PCs and Devices, Semiconductors and Components, Sustainability, Markets, and Policy

August 30, 2023

Daniel Newman

Video Research Note

Arm Files F-1 in Front of IPO

The Six Five Team discusses chip architecture design company Arm, their recent F-1 filing, and their thoughts on the appetite for another IPO.

Business Information, Semiconductors and Components, Sustainability, Markets, and Policy

August 30, 2023

Daniel Newman

Video Research Note

Marvell Q2 2024 Earnings

The Six Five Team discusses the latest earnings release from Marvell for Q2 2024.

AI, Semiconductors and Components

August 30, 2023

Daniel Newman

Video Research Note

NVIDIA Q2 2024 Earnings

The Six Five Team discusses the latest earnings release from NVIDIA for Q2 2024.

AI, Semiconductors and Components

August 28, 2023

Daniel Newman

Six Five Webcast

We are live! Talking NVIDIA, Zoom, Marvell, VMWare, Oracle and Arm

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss the latest earnings releases for NVIDIA, Marvell and Zoom, VMWare Explore 2023, Oracle Cloud joining the VMware Cloud Universal Program, and the latest on chip architecture design company, Arm.

AI, AI and Data Analytics, Business Information, Cloud, Collaboration, Enterprise Applications, Regulations and Policy, Semiconductors and Components, Sustainability, Markets, and Policy

August 25, 2023

Olivier Blanchard

Research Note

MediaTek Announces On-Device Generative AI Powered by Meta’s Llama 2

With Meta’s Llama 2 LLM to Power On-Device Generative AI, MediaTek Takes Another Swing at Mobile’s Premium Tier

Olivier Blanchard, Research Director at The Futurum Group, shares his insights on MediaTek’s announcement that it has partnered with Meta to bring on-device generative AI capabilities to its next-gen SoCs, and what this move signals about MediaTek’s mobile and edge compute ambitions.

AI, Devices, Digital Transformation, Mobile Devices, PCs and Devices, Semiconductors and Components

August 24, 2023

Daniel Newman

Six Five Webcast

The Six Five On the Road at VMware Explore 2023 with Intel’s Chris Tobias

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Chris Tobias, GM, Americas Technology Leadership/Global Platform ISV Account Team at Intel Corporation for a conversation during VMWare Explore in Las Vegas.

AI, AI and Data Analytics, Processors, Semiconductors and Components

August 24, 2023

Daniel Newman & Ron Westfall

Research Report

Intel 4th Gen Xeon Scalable Processors Primed to Accelerate Data Center Performance and Capabilities

In our latest white paper, Intel 4th Gen Xeon Scalable Processors Primed to Accelerate Data Center Performance and Capabilities, The Futurum Group's Ron Westfall assess why Intel’s 4th Gen Xeon Scalable processors and Intel’s strategic approach of embedding a diverse array of accelerators is key to enabling breakthroughs such as vast improvements in per-core performance.