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Category: Semiconductors, Supply Chain, & Emerging Tech

Latest Intel Conversations (20A, Arrow Lake, 18A, I-Bankers, IFS Broadcom, Lip-Bu Tan)
September 10, 2024

Latest Intel Conversations (20A, Arrow Lake, 18A, I-Bankers, IFS Broadcom, Lip-Bu Tan)

The Six Five team discusses Latest Intel Conversations (20A, Arrow Lake, 18A, I-Bankers, IFS Broadcom, Lip-Bu Tan)...
Qualcomm 8-Core Copilot+ Chip Announcement
September 10, 2024

Qualcomm 8-Core Copilot+ Chip Announcement

The Six Five team discusses Qualcomm 8-Core Copilot+ Chip Announcement...
Intel Lunar Lake Copilot+ Chip Announcement
September 10, 2024

Intel Lunar Lake Copilot+ Chip Announcement

The Six Five team discusses Intel Lunar Lake Copilot+ Chip Announcement...
Latest NVIDIA DOJ Antitrust Conversations
September 10, 2024

Latest NVIDIA DOJ Antitrust Conversations

The Six Five team discusses Latest NVIDIA DOJ Antitrust Conversations...
Talking NVIDIA, Intel, Qualcomm, Broadcom and HPE
September 9, 2024

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
September 6, 2024

GlobalFoundries Advances Energy Efficiency with Efficient Partnership

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...
Dr. Bob Sutor
NVIDIA Q2FY25 Earnings with Special Guest Dan Ives
September 3, 2024

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
September 3, 2024

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...
Achieve Better Economics and Performance Through Hybrid AI
August 30, 2024

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...
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Liquid Cooling: How Deep Expertise Enables Energy Efficient Computing for AI and Beyond
August 30, 2024

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...
 & 
Hammerspace Expands Global Data Platform with New Appliances
August 30, 2024

Hammerspace Expands Global Data Platform with New Appliances

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
August 29, 2024

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

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...

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