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Category: Semiconductors, Supply Chain, & Emerging Tech

Kyndryl Unveils AI for Mainframe Modernization and Hybrid Cloud
Steven Dickens

Kyndryl Unveils AI for Mainframe Modernization and Hybrid Cloud

The Futurum Group’s Steven Dickens explores how Kyndryl's latest AI-driven services provide the expertise and tools necessary to transform and optimize mainframe operations, ensuring enhanced agility and resilience.
GlobalFoundries Q1/24 Earnings
Daniel Newman

GlobalFoundries Q1/24 Earnings

The Six Five team discusses GlobalFoundries Q1/24 earnings.
Arm Q4 FY24 Earnings
Daniel Newman

Arm Q4 FY24 Earnings

The Six Five team discusses Arm Q4 FY24 earnings.
Intel, Qualcomm, and Huawei Licenses
Daniel Newman

Intel, Qualcomm, and Huawei Licenses

The Six Five team discusses Intel, Qualcomm, and Huawei licenses.
Welcome Stacy Rasgon, Bernstein Research - AMD, Intel, Qualcomm
Daniel Newman

Welcome Stacy Rasgon, Bernstein Research

The Six Five team discusses welcome Stacy Rasgon, Bernstein Research.
Quantum in Context: IBM Extends Qiskit 1.0 via AI Tools
Dr. Bob Sutor
Dr. Bob Sutor

Quantum in Context: IBM Extends Qiskit 1.0 via AI Tools

IBM Announces Additional Details About the Quantum Software Development Kit
Dr. Bob Sutor examines IBM’s recent announcement of new features for the Qiskit 1.0 release of the quantum software development kit. AI for quantum takes center stage, including GenAI in the Qiskit Coding Assistant built on Granite.
Quantum in Context: D-Wave Q1 2024 Earnings
Dr. Bob Sutor
Dr. Bob Sutor

Quantum in Context: D-Wave Q1 2024 Earnings

D-Wave Had a Consistent Quarter to Start 2024
Compared with Q4 2023, D-Wave had a consistent quarter to start 2024. Its fast-anneal feature is a notable achievement that will benefit existing users, allowing them to run individual computations faster and more of them.
Quantum in Context: Infleqtion Key to UK Quantum PNT Tech Test
Dr. Bob Sutor
Dr. Bob Sutor

Quantum in Context: Infleqtion Key to UK Quantum PNT Tech Test

An Announcement of the First Successful Airborne Test of Quantum Technologies Underlying PNT
The Futurum Group’s Dr. Bob Sutor discusses the importance of the recent announcement by Infleqtion, BAE Systems, and QinetiQ regarding the first successful airborne test of quantum technologies underlying PNT.
Special Guest, Intel & Qualcomm & Huawei, Arm, GlobalFoundries, Apple, ServiceNow, Solidigm
Daniel Newman

Special Guest, Intel & Qualcomm & Huawei, Arm, GlobalFoundries, Apple, ServiceNow, Solidigm

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman invite a special guest, Stacy Rasgon to discuss the Intel, Qualcomm, and Huawei license, Arm Q4 FY24 earnings, GlobalFoundries Q1/24 earnings, Apple, ServiceNow Knowledge 2024, and Solidigm.
Quantum in Context: IonQ Announces Q1 2024 Earnings
Dr. Bob Sutor
Dr. Bob Sutor

Quantum in Context: IonQ Announces Q1 2024 Earnings

Revenue Was Slightly Above Guidance and Bookings Were Low
The Futurum Group’s Dr. Bob Sutor examines quantum computing company IonQ’s Q1 2024 earnings report, discusses their relative financial position, and points out the key metric to watch over the next two quarters.
Lattice Q1/24 Earnings
Daniel Newman

Lattice Q1/24 Earnings

The Six Five team discusses Lattice Q1/24 earnings.
AMD Q1/24 Earnings
Daniel Newman

AMD Q1/24 Earnings

The Six Five team discusses AMD Q1/24 earnings.
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