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Category: Semiconductors, Supply Chain, & Emerging Tech

July 14, 2025
 

The Six Five Pod | EP 267: Grok 4, Galaxy Folds, AI Ethics, and Frothy Markets

On episode 267 of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman dive into the latest tech trends and market dynamics. They discuss Samsung's Galaxy Unpacked event, highlighting...
July 10, 2025
 

Dell Launches Early AI Infrastructure Offering for Enterprise Demand

Ray Wang, Research Director at Futurum, shares insights on Dell’s early deployment of NVIDIA GB300 NVL72 systems with CoreWeave. The launch sets a new standard in rack-scale performance for AI...
July 8, 2025
 

Can Intel and HP Finally Make AI PCs a Must-Have for Business?

Olivier Blanchard, Research Director at Futurum shares insights on how Intel and HP’s AI PCs deliver productivity gains through local AI workloads, with up to 223% faster app performance and...
Olivier Blanchard
July 7, 2025
 

Is Zoho’s Rural R&D Bet in Kerala a Scalable Model for Deep-Tech Innovation?

Keith Kirkpatrick, Research Director at Futurum, shares insights on Zoho’s R&D expansion in Kerala, including its robotics acquisition, startup studio partnership, and rural innovation strategy to build deep-tech capabilities in...
July 7, 2025
 

The Six Five Pod | EP 266: Tech Giants’ Chess Moves – From Meta’s Hiring Flex to Oracle’s Cloud Surge

On episode 266 of The Six Five Pod, Patrick Moorhead and Daniel Newman dive into the latest tech news and trends. They discuss OpenAI's talent poaching by Meta, the impact...
July 2, 2025
 

Transforming Enterprise AI: From Agents to Infrastructure – Six Five On The Road

Andy Palmer, Director of Technology at AWS, joins us to reveal how strategic collaborations and custom silicon are defining the future of enterprise AI....
July 1, 2025
 

Synopsys Strengthens AI and Multi-Die Design Capabilities with Samsung

Ray Wang, Research Director at Futurum, shares his insights on Synopsys and Samsung’s expanded collaboration to fast-track AI and multi-die chip design using certified flows, advanced packaging, and a robust...
July 1, 2025
 

Micron Technology Q3 FY 2025 Earnings Show Strong Data Center and HBM Growth

Ray Wang, Research Director with The Futurum Group shares his insights on Micron’s Q3 earnings and company’s strong performance amid record-high DRAM and data center revenue....
The Six Five Pod | EP 265: Will AI Take Your Job? Plus Intel’s Quiet Transformation & AMD’s Opportunity in the AI Chip Race
June 30, 2025

The Six Five Pod | EP 265: Will AI Take Your Job? Plus Intel’s Quiet Transformation & AMD’s Opportunity in the AI Chip Race

On episode 265 of The Six Five Pod, Patrick Moorhead and Daniel Newman, hosts of the Six Five podcast, dive into the latest tech news and trends. They discuss HPE...
Meta and Oakley Launch Performance AI Glasses With 3K Video and Built-in Meta AI
June 27, 2025
 

Meta and Oakley Launch Performance AI Glasses With 3K Video and Built-in Meta AI

Olivier Blanchard, Research Director at Futurum, shares insights on Oakley Meta HSTN - smart glasses from Meta and Oakley that blend AI, 3K video, and sport-focused design for hands-free performance...
Olivier Blanchard
New Coherent Femtosecond Laser Targets Medical, Bioimaging Integrations
June 27, 2025
 

New Coherent Femtosecond Laser Targets Medical, Bioimaging Integrations

Ray Wang, Research Director at Futurum, explores how Coherent’s Osprey laser brings precision and efficiency to microsurgery, optogenetics, and device manufacturing....
Will Coherent’s Air-Cooled Laser Raise the Bar in Polymer Welding?
June 26, 2025
 

Will Coherent’s Air-Cooled Laser Raise the Bar in Polymer Welding?

Ray Wang, Research Director at Futurum, shares his insights on Coherent’s launch of the COMPACT EVOLUTION AC laser system and its implications for polymer welding, industrial integration, and production line...

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