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Category: Semiconductors, Supply Chain, & Emerging Tech

Broadcom’s FY2024 Earnings Surge as AI and Software Innovation Take Center Stage
Daniel Newman

Broadcom’s FY2024 Earnings Surge as AI and Software Innovation Take Center Stage

Technology Advancements in AI Semiconductors and VMware Integration Propel Broadcom’s Record-Breaking Financial Results
Daniel Newman, Principal Analyst and CEO at The Futurum Group, explores Broadcom’s Q4 and FY2024 earnings, including the company’s record-breaking AI revenue growth and VMware integration’s impact on software expansion.
Chip Makers Under Trump Administration
Daniel Newman

Chip Makers Under Trump Administration

The Six Five team discusses Chip Makers Under Trump Administration
NVIDIA Updates Robotics Chip & ReDrafter
Daniel Newman

NVIDIA Updates Robotics Chip & ReDrafter

The Six Five team discusses NVIDIA Updates Robotics Chip & ReDrafter
Mainframe Modernization with GenAI and AveriSource
Mitch Ashley
Mitch Ashley

Mainframe Modernization with GenAI and AveriSource

In this research brief, Mainframe Modernization with GenAI and AveriSource, completed in partnership with AveriSource, Futurum explores AveriSource’s latest approach to mainframe modernization with the release of its new AveriSource Platform 3.0, enhanced with Generative AI technology.
Talking NVIDIA, Arm & Qualcomm, Google, & More
Daniel Newman

Talking NVIDIA, Arm & Qualcomm, Google, & More

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings from Micron, Google Gemini improvements, NVIDIA updates and more.
Quantum in Context: Infleqtion and NVIDIA Put CUDA-Q to Practical Use
Dr. Bob Sutor
Dr. Bob Sutor

Quantum in Context: Infleqtion and NVIDIA Put CUDA-Q to Practical Use

Infleqtion and NVIDIA Demonstrate a Materials Science Computation Using GPUs and Logical Qubits
Bob Sutor, VP and Practice Lead for Emerging Technologies at The Futurum Group, examines Infleqtion’s and NVIDIA’s joint work using classical and quantum computing for a materials science application using CUDA-Q and logical qubits.
The Future of Silicon Is Custom - Six Five at Marvell Industry Analyst Day
Six Five Media
Six Five Media

The Future of Silicon Is Custom – Six Five at Marvell Industry Analyst Day

Nigel Alvares, VP of Marketing at Marvell, joins Patrick Moorhead to share his insights on the booming trend toward custom silicon, spotlighting how Marvell is steering through the changing tides of the semiconductor industry.
Scaling Up and Out for AI - Six Five at Marvell Industry Analyst Day
Six Five Media
Six Five Media

Scaling Up and Out for AI – Six Five at Marvell Industry Analyst Day

Achyut Shah and Nick Kucharewski from Marvell join Patrick Moorhead to share their insights on evolving AI infrastructure and the critical technologies Marvell is developing to support this transition, heralding a new era of data center architectures.
How Custom HBM is Shaping AI Chip Technology - Six Five On The Road at Marvell Industry Analyst Day
Daniel Newman

How Custom HBM is Shaping AI Chip Technology – Six Five On The Road at Marvell Industry Analyst Day

In Dong Kim, Sunny Kang, and Will Chu join the Six Five team to discuss the future of chip technology with custom High Bandwidth Memory (HBM), a pivotal shift that promises to enhance memory capabilities and efficiency.
Insights from Lenovo and Micron to Deliver Extreme Performance Computing - Six Five On The Road at SC24
David Nicholson

Insights from Lenovo and Micron to Deliver Extreme Performance Computing – Six Five On The Road at SC24

Patrick Caporale and Praveen Vaidyanathan share insights on the essential collaboration between Lenovo and Micron in developing next-gen technologies that drive extreme performance computing, particularly for AI and HPC workloads.
Tim Keating Joins AMD to Lead Government Relations and Regulatory Affairs
Olivier Blanchard
Olivier Blanchard

Tim Keating Joins AMD to Lead Government Relations and Regulatory Affairs

Strategic Leadership Appointment Highlights AMD’s Focus On Navigating Regulatory Landscapes and Fostering Innovation in High-Performance Computing
Olivier Blanchard, Research Director at The Futurum Group, discusses Tim Keating's appointment as AMD’s Senior VP of Government Relations and Regulatory Affairs and how his leadership could shape AMD’s policy engagement.
Talking Adobe, Broadcom, Oracle, NVIDIA, & More
Daniel Newman

Talking Adobe, Broadcom, Oracle, NVIDIA, & More

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings from Adobe, Broadcom, and Oracle, along with Marvell Industry Analyst Day and Lattice Semi Developer Conference
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