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Category: Semiconductors, Supply Chain, & Emerging Tech

Talking Marvell, GlobalFoundries, Google, CrowdStrike, Intel, OpenAI
August 12, 2024

Talking Marvell, GlobalFoundries, Google, CrowdStrike, Intel, OpenAI

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Marvell to solve memory challenges for cloud providers, GlobalFoundries Q2FY24 earnings, Google deemed a monopoly...
AI Chipsets in Context: Good and Bad News for Vendors
August 9, 2024

AI Chipsets in Context: Good and Bad News for Vendors

Dr. Bob Sutor of The Futurum Group examines recent good and bad news for several leading vendors of AI chipsets for cloud and data center applications, including Intel Corporation, NVIDIA,...
8 Reasons Why This Summer’s Tech Stock Selloff Trend Makes No Sense
August 8, 2024

8 Reasons Why This Summer’s Tech Stock Selloff Trend Makes No Sense

Olivier Blanchard, Research Director at The Futurum Group, shares his thoughts on why the tech selloff trend doesn’t align with the tech sector’s overall year-on-year performance, AI-driven chip-to-cloud opportunity, or...
FC24: Key Takeaways from Just a Cloud Away Panel
August 8, 2024

FC24: Key Takeaways from Just a Cloud Away Panel

The Futurum Group’s Ron Westfall assesses why telcos are using cloud platforms to strengthen their overall competitiveness, bolstered by investments in AI capabilities, such as AIOps, to meet major goals...
The Future of NVIDIA: A Comparison with Intel and Cisco's Legacy
August 8, 2024

The Future of NVIDIA: A Comparison with Intel and Cisco’s Legacy

Steven Dickens, Chief Technology Advisor at The Futurum Group, shares his insights on the position of NVIDIA in the marketplace and how this relates to the wider trends in the...
Lattice Q2CY24 Earnings
August 7, 2024

Lattice Q2CY24 Earnings

The Six Five team discusses Lattice Q2CY24 earnings....
Arm Q1FY25 Earnings
August 7, 2024

Arm Q1FY25 Earnings

The Six Five team discusses Arm Q1FY25 earnings....
GlobalFoundries Reports Second Quarter 2024 Financial Results
August 7, 2024

GlobalFoundries Reports Second Quarter 2024 Financial Results

The Futurum Group’s Bob Sutor discusses GlobalFoundries’ Q2 2024 financial performance, showcasing the company’s resilience and strategic focus, with significant contributions from their recent acquisition of GaN technology. The Futurum...
AMD Q2CY24 Earnings
August 7, 2024

AMD Q2CY24 Earnings

The Six Five team discusses AMD Q2CY24 earnings....
Qualcomm Q3FY24 Earnings
August 7, 2024

Qualcomm Q3FY24 Earnings

The Six Five team discusses Qualcomm Q3FY24 earnings....
Intel Q2CY24 Earnings
August 7, 2024

Intel Q2CY24 Earnings

The Six Five team discusses Intel Q2CY24 earnings....
PopUp Mainframe: The Platform to Pioneer Agile DevOps Mainframe Development
August 7, 2024

PopUp Mainframe: The Platform to Pioneer Agile DevOps Mainframe Development

This Research Brief is crucial in today's technology landscape as it sheds light on the ongoing modernization of mainframes. By adopting Agile and DevOps practices, mainframes are becoming integral to...

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