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Category: Semiconductors, Supply Chain, & Emerging Tech

Quantum in Context: D-Wave, IonQ, and Rigetti 3Q2024 Financial Results
Dr. Bob Sutor
Dr. Bob Sutor

Quantum in Context: D-Wave, IonQ, and Rigetti 3Q2024 Financial Results

IonQ Continues to Have Revenue Results Superior to D-Wave Quantum and Rigetti Computing
Bob Sutor, VP and Practice Lead for Emerging Technologies at The Futurum Group, examines the 3Q 2024 financial results from the three quantum computing companies that went public via SPACs: D-Wave Quantum, IonQ, and Rigetti Computing.
Talking Dell Technologies, Qualcomm, Arm, Coherent, Lattice, Meta & More
Daniel Newman

Talking Dell Technologies, Qualcomm, Arm, Coherent, Lattice, Meta & More

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings from Qualcomm, Arm, Lattice, Cisco and much more!
The Impact of Power Servers at IBM TechXchange Conference - Six Five Media In the Booth
Six Five Media
Six Five Media

The Impact of Power Servers at IBM TechXchange Conference – Six Five Media In the Booth

Bargav Balakrishnan, VP of Product Management at IBM, joins Steven Dickens to share insights on the evolution and future of IBM Power servers. Discover the milestones since Power10 and what's next for Power, including the exciting Power11 processor.
Arm Q2 FY 2025 Earnings: AI & Data Center Growth Drive Revenue
Dr. Bob Sutor
Dr. Bob Sutor

Arm Q2 FY 2025 Earnings: AI & Data Center Growth Drive Revenue

A Look Into Arm’s Q2 2025 Earnings, Highlighting Key Growth Drivers and Strategic Positioning in AI, Automotive, and Data Centers
Dr. Bob Sutor, VP and Practice Lead for Emerging Technologies at The Futurum Group, analyzes Arm Holdings’ Q2 FY25 earnings, highlighting key revenue drivers from AI, data centers, and automotive.
GlobalFoundries Q3 2024 Earnings: Strategic Moves in a Challenging Market
Dr. Bob Sutor
Dr. Bob Sutor

GlobalFoundries Q3 2024 Earnings: Strategic Moves in a Challenging Market

Despite Year-To-Year Revenue Decline, GlobalFoundries Builds Momentum With Strategic Partnerships and Growth in High-Demand Sectors
Bob Sutor, VP and Practice Lead for Emerging Technologies at The Futurum Group, discusses GlobalFoundries’ Q3 2024 earnings, with key partnerships in automotive and AI sectors and industry-wide pressures and challenges in the semiconductor market.
Mainframe And Open-Source - Yes You Read That Right
Steven Dickens

Mainframe And Open-Source – Yes You Read That Right

Empowering Mainframes for the Hybrid Cloud Era with Open-Source Innovation
Steven Dickens shares his insights on The Open Mainframe Project leading the charge around open-source capabilities on mainframes, particularly through Zowe, an open-source tool for hybrid-friendly interfaces and DevOps integration. With Broadcom now offering free enterprise support for Zowe, mainframe environments can connect more seamlessly with cloud-native applications, safe in the knowledge that they have support from a proven vendor.
Lattice Semiconductor Q3 2024 Earnings: Still Fighting Industry Headwinds
Dr. Bob Sutor
Dr. Bob Sutor

Lattice Semiconductor Q3 2024 Earnings: Still Fighting Industry Headwinds

An Analytical Look at Lattice’s Q3 FY2024 Earnings, Strategic Cost Reductions, and the Company’s Focus on Long-Term Market Expansion
Bob Sutor, VP and Practice Lead of Emerging Technologies at The Futurum Group analyzes Lattice Semiconductor's Q3 2024 results, examining the company's strategic cost reductions, AI-PC partnerships, and leadership transition to drive long-term growth.
AMD’s Q3 2024 Earnings Highlights Growth in AI and Data Center Solutions
Olivier Blanchard
Olivier Blanchard

AMD’s Q3 2024 Earnings Highlights Growth in AI and Data Center Solutions

AMD Is Developing AI-Focused Infrastructure Solutions and Competitive AI PC Processors, Positioning Itself in the Enterprise and Personal Computing Markets
Olivier Blanchard, Research Director at The Futurum Group, analyzes AMD's Q3 2024 performance and AI advancements from the Advancing AI event, emphasizing AMD’s competitive push in data centers and AI PCs against Intel and Qualcomm.
IBM Enhances Secure AI and Quantum-Safe Tech with Guardium Security Center
Krista Case
Krista Case

IBM Enhances Secure AI and Quantum-Safe Tech with Guardium Security Center

IBM’s Guardium Data Security Center Strengthens AI and Quantum Security With a Unified Platform to Safeguard Data Across Any Environment, Advancing Crypto-Agility for the Future
Krista Case, Research Director at The Futurum Group, provides insights into IBM's Guardium Data Security Center, highlighting its role in enhancing data security for AI and quantum technologies through a centralized and compliance-focused approach.
Talking Google, AMD, Microsoft, Apple, Amazon, Intel
Daniel Newman

Talking Google, AMD, Microsoft, Apple, Amazon, Intel

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings from Google, AMD, Microsoft, Apple, Amazon, and Intel.
Intel’s Q3 2024 Earnings Release: Restructuring and Investments
Dr. Bob Sutor
Dr. Bob Sutor

Intel’s Q3 2024 Earnings Release: Restructuring and Investments

Intel Is Undergoing a Significant Restructuring, Focusing on Investments in Artificial Intelligence and Advancements in Its Foundry Operation
Bob Sutor, VP and Practice Lead for Emerging Technologies at The Futurum Group, analyzes Intel’s Q3 2024 earnings report, focusing on the company’s restructuring efforts, investments in artificial intelligence, and advancements in its foundry operations.
Taking a Look at Coherent’s EDGE FL™ Series for Industrial Fiber Laser Solutions
Olivier Blanchard
Olivier Blanchard

Taking a Look at Coherent’s EDGE FL™ Series for Industrial Fiber Laser Solutions

Coherent Announces the Edge FL™ Series, Which Delivers Powerful, Affordable Laser-Cutting Technology
Olivier Blanchard, Research Director at The Futurum Group, discusses Coherent’s new EDGE FL™ fiber laser series, which offers machine tool manufacturers unprecedented power and precision at accessible price points.
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