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Category: Semiconductors, Supply Chain, & Emerging Tech

Key Announcements from AWS, Intel, and More – A Recap from The Six Five Webcast
January 2, 2025

Key Announcements from AWS, Intel, and More – A Recap from The Six Five Webcast

Daniel Newman and Patrick Moorhead examine AWS re:Invent’s latest AI innovations, Intel’s leadership shift, and advancements in enterprise tech from Pure Storage, Salesforce, Synopsys, and Marvell....
Broadcom’s FY2024 Earnings Surge as AI and Software Innovation Take Center Stage
December 23, 2024

Broadcom’s FY2024 Earnings Surge as AI and Software Innovation Take Center Stage

Daniel Newman, Principal Analyst and CEO at The Futurum Group, explores Broadcom’s Q4 and FY2024 earnings, including the company’s record-breaking AI revenue growth and VMware integration’s impact on software expansion....
Chip Makers Under Trump Administration
December 23, 2024

Chip Makers Under Trump Administration

The Six Five team discusses Chip Makers Under Trump Administration...
NVIDIA Updates Robotics Chip & ReDrafter
December 23, 2024

NVIDIA Updates Robotics Chip & ReDrafter

The Six Five team discusses NVIDIA Updates Robotics Chip & ReDrafter...
Mainframe Modernization with GenAI and AveriSource
December 23, 2024

Mainframe Modernization with GenAI and AveriSource

In this research brief, Mainframe Modernization with GenAI and AveriSource, completed in partnership with AveriSource, Futurum explores AveriSource’s latest approach to mainframe modernization with the release of its new AveriSource...
Mitch Ashley
Talking NVIDIA, Arm & Qualcomm, Google, & More
December 20, 2024

Talking NVIDIA, Arm & Qualcomm, Google, & More

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings from Micron, Google Gemini improvements, NVIDIA updates and more....
Quantum in Context: Infleqtion and NVIDIA Put CUDA-Q to Practical Use
December 19, 2024

Quantum in Context: Infleqtion and NVIDIA Put CUDA-Q to Practical Use

Bob Sutor, VP and Practice Lead for Emerging Technologies at The Futurum Group, examines Infleqtion’s and NVIDIA’s joint work using classical and quantum computing for a materials science application using...
Dr. Bob Sutor
The Future of Silicon Is Custom - Six Five at Marvell Industry Analyst Day
December 17, 2024

The Future of Silicon Is Custom – Six Five at Marvell Industry Analyst Day

Nigel Alvares, VP of Marketing at Marvell, joins Patrick Moorhead to share his insights on the booming trend toward custom silicon, spotlighting how Marvell is steering through the changing tides...
Six Five Media
Scaling Up and Out for AI - Six Five at Marvell Industry Analyst Day
December 17, 2024

Scaling Up and Out for AI – Six Five at Marvell Industry Analyst Day

Achyut Shah and Nick Kucharewski from Marvell join Patrick Moorhead to share their insights on evolving AI infrastructure and the critical technologies Marvell is developing to support this transition, heralding...
Six Five Media
How Custom HBM is Shaping AI Chip Technology - Six Five On The Road at Marvell Industry Analyst Day
December 17, 2024

How Custom HBM is Shaping AI Chip Technology – Six Five On The Road at Marvell Industry Analyst Day

In Dong Kim, Sunny Kang, and Will Chu join the Six Five team to discuss the future of chip technology with custom High Bandwidth Memory (HBM), a pivotal shift that...
Insights from Lenovo and Micron to Deliver Extreme Performance Computing - Six Five On The Road at SC24
December 17, 2024

Insights from Lenovo and Micron to Deliver Extreme Performance Computing – Six Five On The Road at SC24

Patrick Caporale and Praveen Vaidyanathan share insights on the essential collaboration between Lenovo and Micron in developing next-gen technologies that drive extreme performance computing, particularly for AI and HPC workloads....
Tim Keating Joins AMD to Lead Government Relations and Regulatory Affairs
December 16, 2024

Tim Keating Joins AMD to Lead Government Relations and Regulatory Affairs

Olivier Blanchard, Research Director at The Futurum Group, discusses Tim Keating's appointment as AMD’s Senior VP of Government Relations and Regulatory Affairs and how his leadership could shape AMD’s policy...
Olivier Blanchard

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