Category: Semiconductors and Components

July 23, 2020

Daniel Newman

Research Note

What Could an NVIDIA Acquisition of ARM Mean for Semiconductors?

Rumors have emerged of a possible takeover of ARM by NVIDIA. What would this mean for ARM and for Semiconductors in general?

AI, Processors, Semiconductors and Components

June 30, 2020

Daniel Newman

Research Note

NVIDIA Announces Important Updates to its vGPU Offering

NVIDIA announced a series of important updates to its vGPU offering to power collaboration, work from home and IT administrators amidst Covid-19.

AI, Processors, Semiconductors and Components

June 22, 2020

Daniel Newman

Six Five Webcast

An Insider’s Look at the Current Semiconductor Market – The Six Five Insiders Edition

On this special episode of The Six Five - Insiders Edition, hosts Patrick Moorhead and Daniel Newman are joined by GLOBALFOUNDRIES CEO Tom Caufield to discuss the success GLOBALFOUNDRIES has had, and how chipmakers are responding to the current global crisis and where the semiconductor market is poised for growth.

5G, Semiconductors and Components

June 21, 2020

Daniel Newman

Research Note

Intel Pushes AI Ambitions Forward With Third Generation Xeon Scalable

Intel announced its 3rd genertion Xeon Scalable processors, which will comprise of 14nm and 10nm parts and have a greater emphasis on AI.

5G, AI, Processors, Semiconductors and Components

June 18, 2020

Olivier Blanchard

Futurum Tech Webcast

Reframing AI: From Cloud-based to the Edge, AI is Expanding its Reach – Futurum Tech Webcast

In this episode of the Futurum Tech Webcast, Futurum’s Daniel Newman and Olivier Blanchard discuss the reframing of AI, from the cloud to the edge and beyond, and how the reach of AI is expanding.

5G, AI, Edge Networking, IIoT, Industrial Devices, Processors, Semiconductors and Components

May 22, 2020

Daniel Newman

Research Note

NVIDIA Posts Beat As E-Commerce Drives GPU Explosion

NVIDIA delivered a strong set of results in its FY Q1 for 2021. Propelled by 80% growth in data center, the company is in a good position for growth.

Semiconductors and Components

May 14, 2020

Daniel Newman

Research Note

NVIDIA GTC 2020: The Next Wave of Enterprise AI

NVIDIA's annual digital event, GTC, made a big splash as CEO Jensen Huang announced several key advancements in AI that will shape its future.

AI, Cloud, Hybrid Cloud, Infrastructure, and Operations, Processors, Semiconductors and Components

May 10, 2020

Ron Westfall

Research Note

HPE’s Simplivity 325 is Set to Disrupt the HCI Market

HPE’s SimpliVity 325, through compelling cost savings, scaling, and ease-of-integration differentiators and meeting surging enterprise demand for drastic acceleration of HCI applications deployment, is ready to play a key role disrupting in the HCI market during the ongoing COVID-19 crisis and the remainder of 2020.

5G, Digital Transformation, Processors, Semiconductors and Components

May 7, 2020

Daniel Newman

Six Five Webcast

Getting to Know AMD’s Newest Processor – The Six Five Insiders Edition

On this special episode of The Six Five Podcast - Insiders Edition hosts Patrick Moorhead and Daniel Newman welcome Rick Bergman, Executive Vice President of Computing and Graphics Business Group at AMD to discuss the exciting new products coming from AMD.