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Category: Semiconductors, Supply Chain, & Emerging Tech

Unpacking Insights from Dell’s AI Strategy & Journey - Six Five On The Road at Dell Tech World 2025
May 22, 2025

Unpacking Insights from Dell’s AI Strategy & Journey – Six Five On The Road at Dell Tech World 2025

John Roese, Global CTO & Chief AI Officer at Dell Technologies, shares valuable insights on AI implementation and future prospects with Patrick Moorhead and Daniel Newman....
Exploring Scalable AI Journeys With Dell Tech’s Server PowerEdge XE - Six Five On The Road
May 21, 2025

Exploring Scalable AI Journeys With Dell Tech’s Server PowerEdge XE – Six Five On The Road

Armando Acosta, Director at Dell Technologies, joins hosts to shed light on powering AI journeys with the PowerEdge XE portfolio, emphasizing innovation in serviceability and management....
Can AMD’s EPYC 4005 Series Disrupt the Entry-Level Enterprise Server Market?
May 20, 2025

Can AMD’s EPYC 4005 Series Disrupt the Entry-Level Enterprise Server Market?

Olivier Blanchard, Research Director at Futurum, shares his insights on AMD’s new EPYC 4005 CPUs. Built for SMBs and hosters, the Zen 5-based chips challenge Intel Xeon on price, performance,...
The Six Five Pod | EP 261: AI's Global Surge: From Middle East Deals to Data Center Disruption
May 19, 2025

The Six Five Pod | EP 261: AI’s Global Surge: From Middle East Deals to Data Center Disruption

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the recent US-China trade deal, the Middle East AI technology push, and Qualcomm's unexpected data...
Cisco Q3 FY 2025 Sees 20% Order Growth, AI Demand Hits Key Milestone
May 15, 2025

Cisco Q3 FY 2025 Sees 20% Order Growth, AI Demand Hits Key Milestone

Krista Case and Fernando Montenegro at Futurum analyze Cisco’s Q3 FY 2025 results, highlighting strong AI infrastructure growth, security momentum with Splunk, and solid execution across networking and enterprise transformation....
Arm Q4 FY 2025 Delivers Record Revenue as Armv9 and CSS Ramp Up
May 13, 2025

Arm Q4 FY 2025 Delivers Record Revenue as Armv9 and CSS Ramp Up

Olivier Blanchard and Daniel Newman at Futurum analyse Arm’s Q4 FY25 results, highlighting how Armv9 and CSS adoption are driving record royalty and licensing growth across smartphones, AI infrastructure, and...
AMD Q1 FY 2025 Financial Results Highlight AI-Led Growth Across Core Segments
May 13, 2025

AMD Q1 FY 2025 Financial Results Highlight AI-Led Growth Across Core Segments

Olivier Blanchard and Daniel Newman at Futurum break down AMD’s Q1 FY 2025 earnings, highlighting EPYC and Instinct-driven Data Center growth, record Ryzen ASPs, and how AI momentum is powering...
The Six Five Pod EP 260: The AI Chip Race and the Trade Deal Gamble: Analyzing AMD, ARM
May 12, 2025

The Six Five Pod EP 260: The AI Chip Race and the Trade Deal Gamble: Analyzing AMD, ARM

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss ServiceNow's Knowledge conference, IBM's Think event, and the UK-US trade deal. The hosts analyze AMD...
Lattice Delivers Q1 FY 2025 Results With Record Design Win Momentum
May 8, 2025

Lattice Delivers Q1 FY 2025 Results With Record Design Win Momentum

Olivier Blanchard, Research Director at Futurum, examines Lattice’s Q1 FY 2025 earnings, highlighting record design wins across AI, robotics, and automotive, and how new products are paving the way for...
Qualcomm’s Q2 FY 2025 Earnings: YoY QCT Revenue Growth Momentum Continues
May 5, 2025

Qualcomm’s Q2 FY 2025 Earnings: YoY QCT Revenue Growth Momentum Continues

Olivier Blanchard, Research Director at Futurum, analyzes Qualcomm’s record Q1 FY 2025 earnings, highlighting strong YoY growth AI-driven IoT and automotive....
The Six Five Pod | EP 259: Tech Titans Under Scrutiny: Antitrust, AI, and Global Competition
May 5, 2025

The Six Five Pod | EP 259: Tech Titans Under Scrutiny: Antitrust, AI, and Global Competition

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Google's antitrust issues, IBM and Nvidia's White House announcements, Taiwan's semiconductor regulations, and Intel's Foundry...
Tariff Watch 2025 - Has the Tech Community Dodged a Bullet?
April 30, 2025

TariffWatch 2025 – Has the Tech Community Dodged a Bullet?

Alex Smith, VP Channels Research at The Futurum Group, shares his insights on how tariffs impact different technology sectors and vendors. It will explore how the industry is looking to...

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