Category: Semiconductors, Supply Chain, & Emerging Tech

Tina Tarquinio and Chris Berry from IBM join hosts to explore the z17's cutting-edge advancements and reliability in the tech world.
Selector at Networking Field Day 37 Showed Why Its AI-Native Portfolio is Ready to Transform Network Operations
Ron Westfall, Research Director at The Futurum Group, shares insights on why Selector is earning more trust and greater customer traction in the adoption and scaling of its AIOps solutions by building AI into its overall portfolio from the company's inception.
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Microsoft's consumer Copilot announcements, Qualcomm's IoT acquisitions, Intel's Vision event featuring new, the potential TSMC-Intel partnership, its implications for the semiconductor, and current market volatility.
AE Natarajan, EVP at Juniper Networks, joins Daniel Newman to explore Juniper's innovative WAN technologies aimed at environmental sustainability.
Avi Shetty, Sr. Director at Solidigm, joins Keith Townsend to discuss the innovative liquid-cooled SSD solution developed in collaboration with NVIDIA, marking a significant advancement in high-performance computing.
Dive into the future of AI infrastructure with Infrastructure Matters Episode 76! Hosts Camberley Bates, Dion Hinchcliffe, and Keith Townsend dissect NVIDIA's GTC conference, Blackwell GPUs, the token economy, and the shifting landscape of AI investment. Discover the latest trends in hardware, software, and the evolving role of AI in enterprise.
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss recent AI model announcements from OpenAI, Microsoft, and Google, and debate the $300 billion valuation of OpenAI. The show features a special guest, Pat Gelsinger, who shares insights on his new roles as executive chairman of Gloo, and reflects on his time at Intel.
HP Enhances Local AI Development and Advanced Compute with Blackwell GPU-Powered Workstations
Olivier Blanchard, Research Director at The Futurum Group, breaks down HP’s latest Z by HP workstation and AI Station launches and questions how the company is positioning mobile systems with limited NPUs as AI workstations.
NVIDIA Partners With Asus, Dell, and HP to Deliver GB10-Based Personal AI Machines for Developers
Olivier Blanchard, Research Director at The Futurum Group, shares insights on NVIDIA’s GB10-based DGX Spark and OEM mini PCs designed to bring AI model tuning and inference to the desktop.
General Motors and NVIDIA Expand Collaboration to Deploy AI in Manufacturing, ADAS, and Vehicle Development
Olivier Blanchard, Research Director at The Futurum Group, shares insights on GM’s partnership with NVIDIA to advance smart manufacturing, robotics, and driver-assistance systems using AI platforms like Omniverse and Drive AGX.
Greg Matson, Jacob Yundt, and Vik Malyala discuss how Solidigm SSDs and Supermicro servers boost CoreWeave's cloud solutions, offering scalable and efficient AI computing power.
HP’s New 8000 Series Launch Sets Security Expectations Ahead of 2027 Compliance Deadlines
Olivier Blanchard, Research Director at The Futurum Group, examines HP’s quantum-resistant 8000 Series printers and the implications for IT leaders preparing for post-quantum security mandates.

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