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Category: Semiconductors and Components

Broadcom Inc. Reports Strong Q2 2024 Earnings with AI and VMware Boost
Steven Dickens

Broadcom Inc. Reports Strong Q2 2024 Earnings with AI and VMware Boost

Steven Dickens, VP and Practice Leader, discusses Broadcom's Q2 2024 performance, driven by strategic investments in AI and the successful integration of VMware.
Oracle, Microsoft, and OpenAI Form GenAI Power Trio
Ron Westfall and Steven Dickens

Oracle, Microsoft, and OpenAI Form GenAI Power Trio

Oracle, Microsoft, and OpenAI Collaborate to Extend Microsoft Azure AI Platform to OCI to Ensure OpenAI Can Scale Fast-growing Massive LLM Training Demands
The Futurum Group’s Ron Westfall and Steven Dickens explore why the collaboration with OpenAI to extend the Microsoft Azure AI platform to OCI validates that Oracle Gen2 AI infrastructure, underscored by RDMA-fueled innovation, can support and scale the most demanding LLM/GenAI workloads with immediacy.
CEO Change at Lattice Semi
Daniel Newman

CEO Change at Lattice Semi

The Six Five team discusses CEO change at Lattice Semi.
Lenovo Takes the Intel Path to Simplify AI Journeys for Businesses
Ron Westfall

Lenovo Takes the Intel Path to Simplify AI Journeys for Businesses

Lenovo Infrastructure Solutions V4 Portfolio Uses Intel Xeon 6 Processors to Make AI Accessible Ecosystem-wide with Right Mix of AI Across XPUs and Assets
The Futurum Group’s Ron Westfall assesses why Lenovo and Intel are advancing their mutual goal of bringing AI everywhere as the new Lenovo Infrastructure Solutions V4 portfolio uses Intel 6 processor breakthroughs to accelerate performance, consolidate IT, and lower power consumption, including especially across demanding AI environments.
Computex 2024: Intel Catalyzes AI Everywhere with Key AI Portfolio Innovations
Ron Westfall

Computex 2024: Intel Catalyzes AI Everywhere with Key AI Portfolio Innovations

Intel Shows Why Intel 6 Processors, Gaudi Accelerators, and Lunar Lake Architecture Breakthroughs Are Key to AI Cloud, Networking, Client, and Edge Innovation
The Futurum Group’s Ron Westfall assesses why Intel’s latest Xeon, Gaudi, and Lunar Lake platform innovations, reinforced by its field-proven extensive software and hardware ecosystem, can fulfill the unique challenges of the AI era with cost-advantageous, secure, and agile solutions for all its customers and partners.
A Closer Look at the New Snapdragon X Elite and X Plus Devices - Six Five On The Road
Daniel Newman

A Closer Look at the New Snapdragon X Elite and X Plus Devices – Six Five On The Road

Anshel Sag to share his insights on Qualcomm’s Snapdragon X Elite and X Plus devices, spotlighting the blending of cutting-edge technologies with practical applications in major industries.
Shaping the Future: Snapdragon's Impact on AI PCs and Beyond - Six Five On The Road
Olivier Blanchard and Six Five Media

Shaping the Future: Snapdragon’s Impact on AI PCs and Beyond – Six Five On The Road

Don McGuire, SVP & CMO at Qualcomm, shares his insights on how Snapdragon is broadening its horizons beyond mobile to redefine technology sectors such as AI PCs, bringing innovative computing to the forefront.
Inside the X Elite: Unpacking Qualcomm's Next-Gen Performance and Features - Six Five On The Road
Olivier Blanchard and Six Five Media

Inside the X Elite: Unpacking Qualcomm’s Next-Gen Performance and Features – Six Five On The Road

Nitin Kumar, VP Product Management at Qualcomm, shares insightful details on Qualcomm's next-gen X Elite, highlighting its unmatched performance and cutting-edge features that set new standards in technology innovation.
Marvell Sees Time Has Come for Alaska-sized Retimer Innovation
Ron Westfall

Marvell Sees Time Has Come for Alaska-sized Retimer Innovation

Marvell Unveils Alaska P PCIe Retimer Product Line Aimed at Scaling Compute Fabrics of Accelerated Infrastructure to Meet Connectivity Device Demands of AI Era
The Futurum Group’s Ron Westfall assesses why the Alaska P PCIe launch positions Marvell to drive PAM4 PCIe innovations throughout AI server compute fabrics, building on its PAM4 innovation expertise, capitalizing on a major industry inflection point as compute fabrics for PCIe and CXL transition from NRZ to PAM4.
NVIDIA Q1 FY25 Earnings
Daniel Newman

NVIDIA Q1 FY25 Earnings

The Six Five team discusses NVIDIA Q1 FY25 earnings.
Synopsys Q2 FY24 Earnings
Daniel Newman

Synopsys Q2 FY24 Earnings

The Six Five team discusses Synopsys Q2 FY24 earnings.
T-Mobile Acquires UScellular Wireless Ops: A Boon to Rural Areas and Competition
Ron Westfall

T-Mobile Acquires UScellular Wireless Ops: A Boon to Rural Areas and Competition

T-Mobile Acquires UScellular’s Wireless Operations at $4.4 Billion, Boosting Coverage and Customer Footprint in Rural Areas and Stimulating Wireless Competition
The Futurum Group’s Ron Westfall examines why the T-Mobile UScellular deal will inject much-needed competition into the US wireless services market segment across underserved rural areas, help reduce the US digital divide, and strengthen T-Mobile’s overall competitiveness through its expanded coverage and customer footprint.
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