Category: Semiconductors, Supply Chain, & Emerging Tech

April 15, 2024

Daniel Newman

Six Five Webcast

Talking Intel, Google, Apple, TSMC, Marvell, U.S. Inflation Data

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Intel Vision 2024 event, Google Cloud Next 2024 event, Apple M4 chips and new macs, TSMC gets $6.6 billion CHIPS Act funding, Marvell Accelerated Infrastructure for the AI Era event, and U.S. inflation data.

AI Platforms, Digital Leadership & CIO, Intelligent Devices, Semiconductors, Supply Chain, & Emerging Tech

April 11, 2024

Daniel Newman

Video Research Note

Groq Developer and App Milestones

The Six Five team discusses Groq Developer and App Milestones.

AI Platforms, Digital Leadership & CIO, Semiconductors, Supply Chain, & Emerging Tech

April 11, 2024

Daniel Newman

Video Research Note

Intel Breaks Out Product and Foundry Reporting

The Six Five team discusses Intel Breaks Out Product and Foundry Reporting.

Digital Leadership & CIO, Semiconductors, Supply Chain, & Emerging Tech

April 11, 2024

Dr. Bob Sutor

Market Coverage

AI in Context: UXL to Be an Open-Source Alternative to NVIDIA’s CUDA?

The UXL Foundation Has Been Getting Attention Lately as It Plans to Provide an Open-Source Alternative to NVIDIA’s CUDA GPU Coding Platform

The Futurum Group’s Dr. Bob Sutor discusses the UXL’s plan to create a “multi-architecture multi-vendor software ecosystem for all accelerators,” competing with NVIDIA’s CUDA platform for GPUs. Does it stand a chance of overcoming NVIDIA’s lead?

AI Platforms, Semiconductors, Supply Chain, & Emerging Tech

April 11, 2024

Ron Westfall & Russell Fellows

Market Coverage

Intel Vision 2024: Intel Unleashes Gaudi 3 Led Enterprise AI Strategy

Intel Launched Its AI Strategy for Enterprises Spearheaded by Gaudi 3 Debut Emphasizing Open, Scalable Systems Built to Bring AI Innovation to All AI Segments

The Futurum Group’s Ron Westfall and Russ Fellows examine why the new Intel Gaudi, Xeon, and Core Ultra portfolio offerings immediately bolster the Intel enterprise AI proposition, bringing AI innovation everywhere.

AI Platforms, Digital Leadership & CIO, Hybrid Cloud, Infrastructure, and Operations, Semiconductors, Supply Chain, & Emerging Tech

April 9, 2024

Daniel Newman

Six Five Webcast

Talking Intel, Oracle & Palantir, Groq, Apple, Rubrik, Tesla

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Intel’s Products and Foundry reporting, Oracle and Palantir partnership, Groq developer and app milestones, Apple getting into home robots, Rubrik filing S-1 to go public, and are EVs or Tesla stalling.

AI Platforms, Digital Leadership & CIO, Intelligent Devices, Semiconductors, Supply Chain, & Emerging Tech

April 5, 2024

Ron Westfall & Steven Dickens

Market Coverage

Oracle Palantir Partnership Transforms AI Decision Making

Palantir Selects Oracle Cloud Infrastructure to Augment Efficiency, Performance, and Sovereignty from HQ to Tactical Edge for Vast Array of Organizations

The Futurum Group’s Ron Westfall and Steven Dickens assess why the Oracle-Palantir alliance delivers the synergy between OCI and Palantir's AI platforms needed to spur a wave of innovation.

AI Platforms, Digital Leadership & CIO, Hybrid Cloud, Infrastructure, and Operations, Semiconductors, Supply Chain, & Emerging Tech

April 5, 2024

Dr. Bob Sutor

Market Coverage

Quantum in Context: Microsoft & Quantinuum Create Real Logical Qubits

Microsoft and Quantinuum Have Clarified the Notion of a Logical Qubit and Demonstrated a True Implementation

The Futurum Group’s Dr. Bob Sutor discusses Microsoft and Quantinuum’s creation of two pairs of error-corrected and entangled logical qubits.

Digital Leadership & CIO, Semiconductors, Supply Chain, & Emerging Tech

April 5, 2024

Ron Westfall

Market Coverage

OFC 2024: Marvell Displays Accelerated Infrastructure Portfolio Gems

Marvell Spotlighted Connectivity Optimized for Diverse Architectures and Use Cases to Meet Skyrocketing Demand for Bandwidth at OFC 2024

The Futurum Group’s Ron Westfall assesses how Marvell’s OFC 2024 announcements demonstrate its ability to meet the massive scaling demands of optical data rates and deliver the energy per bit savings essential to transforming data infrastructure.