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Category: Semiconductors, Supply Chain, & Emerging Tech

Qualcomm 8-Core Copilot+ Chip Announcement
Daniel Newman

Qualcomm 8-Core Copilot+ Chip Announcement

The Six Five team discusses Qualcomm 8-Core Copilot+ Chip Announcement
Intel Lunar Lake Copilot+ Chip Announcement
Daniel Newman

Intel Lunar Lake Copilot+ Chip Announcement

The Six Five team discusses Intel Lunar Lake Copilot+ Chip Announcement
Latest NVIDIA DOJ Antitrust Conversations
Daniel Newman

Latest NVIDIA DOJ Antitrust Conversations

The Six Five team discusses Latest NVIDIA DOJ Antitrust Conversations
Talking NVIDIA, Intel, Qualcomm, Broadcom and HPE
Daniel Newman

Talking NVIDIA, Intel, Qualcomm, Broadcom and HPE

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings from Broadcom and HPE along with Chip announcements from Intel and Qualcomm.
GlobalFoundries Advances Energy Efficiency with Efficient Partnership
Dr. Bob Sutor
Dr. Bob Sutor

GlobalFoundries Advances Energy Efficiency with Efficient Partnership

GlobalFoundries Supports Formerly Stealth Startup to Manufacture Lower-Power CPUs
Dr. Bob Sutor, Vice President and Practice Lead of Emerging Technologies at The Futurum Group, looks at Carnegie Mellon University-connected startup Efficient’s partnership with GlobalFoundries to manufacture a processor that Efficient claims is up to 166x more energy-efficient than industry-standard embedded CPUs.
NVIDIA Q2FY25 Earnings with Special Guest Dan Ives
Daniel Newman

NVIDIA Q2FY25 Earnings with Special Guest Dan Ives

The Six Five team discusses NVIDIA Q2FY25 Earnings with Special Guest Dan Ives
Talking Special Guest, NVIDIA, VMware Explore, Salesforce, Dell, Pure Storage, HP
Daniel Newman

Talking Special Guest, NVIDIA, VMware Explore, Salesforce, Dell, Pure Storage, HP

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings from NVIDIA, Salesforce, Dell, Pure Storage, and HP, as well as insights from VMware Explore 2024.
Achieve Better Economics and Performance Through Hybrid AI
Steven Dickens & Ron Westfall

Achieve Better Economics and Performance Through Hybrid AI

In our latest research report, Achieve Better Economics and Performance Through Hybrid AI, we examine why the Lenovo Smarter AI for All portfolio and vision can meet the unique demands of selecting and implementing hybrid AI organization wide.
Liquid Cooling: How Deep Expertise Enables Energy Efficient Computing for AI and Beyond
Steven Dickens & Ron Westfall

Liquid Cooling: How Deep Expertise Enables Energy Efficient Computing for AI and Beyond

In our latest research brief, Liquid Cooling: How Deep Expertise Enables Energy Efficient Computing for AI and Beyond, we assess why liquid cooling approaches are increasingly becoming a focus for both silicon and system designers because of the ability of liquid to absorb heat faster and at higher capacities than traditional air-cooling methods.
Hammerspace Expands Global Data Platform with New Appliances
Mitch Lewis

Hammerspace Expands Global Data Platform with New Appliances

Hammerspace Announced New Appliance Offerings for Its Global Data Platform Software
Mitch Lewis Research Analyst at The Futurum Group, covers Hammerspace’s announcement of new appliance offerings.
IBM's New Telum II Processor - A Strategic Advancement in Transactional AI
Steven Dickens

IBM’s New Telum II Processor – A Strategic Advancement in Transactional AI

The Introduction of Telum II Is Timely, as IBM Continues to Deliver Strong Revenue Performance Even Late Into the Z16 Cycle.
Steven Dickens highlights how IBM's Telum II processor marks a significant leap forward in mainframe technology, particularly for transactional AI workloads. The advanced cache architecture, designed to optimize performance for complex data processing, is crucial for environments that require high-speed, secure, and reliable computing. With IBM actively developing over 200 AI use cases, the Telum II processor is poised to deliver substantial innovation, especially as IBM readies its next-generation mainframe system for release in 2025. This strategic focus positions IBM to meet the growing demands of enterprise computing in the AI era.
Six Five webcast: Strategic Moves and Innovations in the Tech Industry: Marvell, GlobalFoundries, Google, CrowdStrike, Intel, and OpenAI
Six Five Media
Daniel Newman & Six Five Media

Strategic Moves and Innovations in the Tech Industry: Marvell, GlobalFoundries, Google, CrowdStrike, Intel, and OpenAI

Marvell, GlobalFoundries, Google, CrowdStrike, Intel, and OpenAI are advancing their positions in the competitive technology landscape. In their latest Six Five webcast, Patrick Moorhead and Daniel Newman discuss strategic partnerships, innovations, and challenges as these companies navigate the rapidly evolving semiconductors, AI, cloud computing, cybersecurity, and advanced manufacturing sectors.
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