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Category: Semiconductors, Supply Chain, & Emerging Tech

Talking AMD, ZT Systems, Google, Cisco, Lenovo, HPE & Morpheus Data, Huawei & NVIDIA, Coherent
August 20, 2024

Talking AMD, ZT Systems, Google, Cisco, Lenovo, HPE & Morpheus Data, Huawei & NVIDIA, Coherent

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss AMD’s acquisition of ZT Systems, the DOJ consideration of breaking up Google, Cisco Q4FY24 Earnings,...
Why The New AI-enabled Pixel 9 Lineup Is Google’s Strongest Play Against Apple Yet
August 16, 2024

Why The New AI-Enabled Pixel 9 Lineup Is Google’s Strongest Play Against Apple Yet

The Futurum Group's Research Director Olivier Blanchard takes a look at the new Google Pixel 9 lineup and how Google intends to use its hybrid AI mobile solutions to disrupt...
How The Pixel 9 Launch Clarifies Google’s Expanding AI Monetization Strategy
August 16, 2024

How The Pixel 9 Launch Clarifies Google’s Expanding AI Monetization Strategy

Olivier Blanchard, Research Director at The Futurum Group, shares his insights on how the Pixel 9 launch clarifies Google’s expanding AI monetization strategy....
New SiFive Performance P870-D Complements Intelligence Chipset for AI
August 16, 2024

New SiFive Performance P870-D Complements Intelligence Chipset for AI

Dr. Bob Sutor and Steven Dickens of The Futurum Group examine the strategic significance of SiFive’s new P870-D processor in addressing the growing demand for scalable, power-efficient solutions in AI-driven...
The Six Five team discusses New Intel SVP & GM Provides Foundry Updates
August 14, 2024

New Intel SVP & GM Provides Foundry Updates

The Six Five team discusses new Intel SVP & GM provides Foundry updates....
GlobalFoundries Q2FY24 Earnings
August 14, 2024

GlobalFoundries Q2FY24 Earnings

The Six Five team discusses GlobalFoundries Q2FY24 earnings....
Black Hat 2024: Marvell Secures Microsoft LiquidSecurity HSM Update
August 14, 2024

Black Hat 2024: Marvell Secures Microsoft LiquidSecurity HSM Update

The Futurum Group’s Ron Westfall assesses why Marvell attaining NIST FIPS 140-3, Level-3 certification for its LiquidSecurity HSMs and Microsoft update deal bolster its cybersecurity ecosystem credentials....
Quantum in Context: IBM Key to New NIST Post-Quantum Crypto Standards
August 14, 2024

Quantum in Context: IBM Key to New NIST Post-Quantum Crypto Standards

Dr. Bob Sutor and Krista Case of The Futurum Group discuss the three new standards for post-quantum encryption released by the US National Institute of Standards and Technology and IBM’s...
Rigetti Computing Reports Second Quarter 2024 Financial Results
August 13, 2024

Rigetti Computing Reports Second Quarter 2024 Financial Results

The Futurum Group’s Dr. Bob Sutor discusses Rigetti Computing’s Q2 2024 earnings, highlighting $3.1 million in revenue and the development of the 84-qubit Ankaa-3 system. Read on for an in-depth...
D-Wave Reports Second Quarter 2024 Results
August 13, 2024

D-Wave Reports Second Quarter 2024 Results

The Futurum Group’s Dr. Bob Sutor shares his insights on D-Wave’s second-quarter 2024 results, highlighting the company’s growth, technological advancements, and strategic partnerships....
IonQ Reports Second Quarter 2024 Financial Results
August 13, 2024

IonQ Reports Second Quarter 2024 Financial Results

The Futurum Group’s Dr. Bob Sutor discusses IonQ’s Q2 2024 results, which include a 160% year-over-year revenue increase to $5.5 million and a raise of its full-year guidance, reflecting growing...
Why Ethernet is Vital to Fulfilling AI’s Potential
August 13, 2024

Why Ethernet is Vital to Fulfilling AI’s Potential

In our latest white paper, Why Ethernet is Vital to Fulfilling AI’s Potential, we explore why the Broadcom portfolio provides Ethernet solutions and capabilities that assure lower costs and address...

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