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Category: Semiconductors, Supply Chain, & Emerging Tech

CHIPs Act Update: US Secures Domestic Production of Advanced Chips
April 19, 2024

CHIPs Act Update: US Secures Domestic Production of Advanced Chips

Olivier Blanchard, Research Director at The Futurum Group, shares his insights on the geopolitical, market, and supply chain implications of finally securing domestic semiconductor chip production....
Apple M4 Chips & New Macs
April 17, 2024

Apple M4 Chips & New Macs

The Six Five team discusses Apple M4 chips & new Macs....
Quantum in Context: The Case for On-Premises Quantum Computers
April 17, 2024

Quantum in Context: The Case for On-Premises Quantum Computers

The Futurum Group’s Dr. Bob Sutor uses the news of IBM’s installation of a Quantum System One at Rensselaer Polytechnic Institute (RPI) in New York to discuss why putting a...
TSMC Gets $6.6 billion CHIPS Act Funding
April 17, 2024

TSMC Gets $6.6 billion CHIPS Act Funding

The Six Five team discusses TSMC Gets $6.6 billion CHIPS Act funding....
April 16, 2024

Making Markets EP50: CEO Thomas Sonderman on SkyWater Technology’s Approach to Innovation and Development, and a Look at the Company’s Path Forward

Thomas Sonderman, CEO at SkyWater, joins Daniel Newman to share his insights on SkyWater Technology's innovative approaches within the semiconductor sector and outlines the company's forward-looking strategies....
Talking Intel, Google, Apple, TSMC, Marvell, U.S. Inflation Data
April 15, 2024

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,...
Groq Developer and App Milestones
April 11, 2024

Groq Developer and App Milestones

The Six Five team discusses Groq Developer and App Milestones....
Intel Breaks Out Product and Foundry Reporting
April 11, 2024

Intel Breaks Out Product and Foundry Reporting

The Six Five team discusses Intel Breaks Out Product and Foundry Reporting....
AI in Context: UXL to Be an Open-Source Alternative to NVIDIA’s CUDA?
April 11, 2024

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

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...
Intel Vision 2024: Intel Unleashes Gaudi 3 Led Enterprise AI Strategy
April 11, 2024

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

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...
Talking Intel, Oracle & Palantir, Groq, Apple, Rubrik, Tesla
April 9, 2024

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...
Oracle Palantir Partnership Transforms AI Decision Making
April 5, 2024

Oracle Palantir Partnership Transforms AI Decision Making

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....

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