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Category: Semiconductors, Supply Chain, & Emerging Tech

US Govt Unveils $500B Stargate Alliance to Lead US AI Infrastructure Push
Nick Patience

US Government Unveils $500B Stargate Alliance to Lead US AI Infrastructure Push

OpenAI, Oracle, and SoftBank Join Forces to Build Massive Data Center Network as a Key Issue for US National Security
Nick Patience, AI Practice Lead at The Futurum Group examines President Trump's ambitious $500B Stargate initiative that aims to revolutionize US AI infrastructure while countering China's rapid advances in AI development.
Talking Microsoft, AI Regulations, Google, Meta, and More
Daniel Newman

Talking Microsoft, AI Regulations, Google, Meta, and More

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Microsoft, Google, Meta, AI regulations and more!
Meta, NVIDIA, AMD: CES 2025 Highlights – A Recap from The Six Five Webcast
Six Five Media
Daniel Newman & Six Five Media

Meta, NVIDIA, AMD: CES 2025 Highlights – A Recap from The Six Five Webcast

Daniel Newman and Patrick Moorhead discuss the biggest innovations unveiled at CES 2025. From Meta’s community-driven moderation to NVIDIA’s AI advancements and Qualcomm’s edge computing breakthroughs sharing a technical look at CES’s top trends.
What CES Means for Data Centers and 2025 Data Infrastructure Predictions - Six Five Webcast - Infrastructure Matters
Camberley Bates
Dion Hinchcliffe
Keith Townsend
Camberley Bates, Dion Hinchcliffe & Keith Townsend

What CES Means for Data Centers and 2025 Data Infrastructure Predictions – Six Five Webcast – Infrastructure Matters

Camberley Bates, Keith Townsend, and Dion Hinchcliffe explore Nvidia's CES 2025 innovations and the future landscape of data infrastructure on Six Five Webcast - Infrastructure Matters.
Talking Meta, NVIDIA, Qualcomm, AMD, Intel
Daniel Newman

Talking Meta, NVIDIA, Qualcomm, AMD, Intel

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Meta, Qualcomm, Nvidia and more.
VAST Data 5.2: Advancing AI-Ready Storage with Performance and Resilience
Camberley Bates
Camberley Bates

VAST Data 5.2: Advancing AI-Ready Storage with Performance and Resilience

A Transformative Update Bringing New Hardware Architecture, Enhanced Write Performance, and Innovative Data Management Solutions for Hyperscale and Enterprise Environments
Camberley Bates, Chief Technology Advisor at The Futurum Group, shares insights on VAST Data Version 5.2, highlighting the EBox architecture, enhanced write performance, and data resilience features designed to meet AI and hyperscale storage environments.
How Arm is Powering the Next Generation of AI-Enabled Vehicles - Six Five On The Road at CES 2025
Olivier Blanchard
Olivier Blanchard

How Arm is Powering the Next Generation of AI-Enabled Vehicles – Six Five On The Road at CES 2025

Dipti Vachani, SVP & GM at Arm, joins Olivier Blanchard to discuss how Arm is revolutionizing the automotive industry with AI-enabled vehicles at CES 2025.
Meet Dell's Simplified AI PC Portfolio: Silicon Innovation at its Best - Six Five On The Road
Olivier Blanchard
Olivier Blanchard

Meet Dell’s Simplified AI PC Portfolio: Silicon Innovation at its Best – Six Five On The Road

Kevin Terwilliger discusses Dell Technologies' innovative approach to AI PCs at CES 2025, highlighting silicon diversity, sustainability, and the future of computing.
Exploring Micron G9 NAND – The World's Fastest NAND - Six Five Podcast
Daniel Newman

Exploring Micron G9 NAND – The World’s Fastest NAND – Six Five Podcast

Russ Meyer, Senior Vice President at Micron, shares his insights on pioneering the industry with the world's fastest NAND, the G9, and its real-world implications.
NVIDIA Faces China Antitrust Heat – A Recap from The Six Five Webcast
Six Five Media
Daniel Newman & Six Five Media

NVIDIA Faces China Antitrust Heat – A Recap from The Six Five Webcast

Daniel Newman and Patrick Moorhead discuss Broadcom’s AI networking surge, Marvell’s pivot to AI-driven infrastructure, and NVIDIA’s regulatory challenges in China and how these advancements and obstacles shape the future of tech innovation.
Key Announcements from AWS, Intel, and More – A Recap from The Six Five Webcast
Daniel Newman

Key Announcements from AWS, Intel, and More – A Recap from The Six Five Webcast

Daniel Newman and Patrick Moorhead examine AWS re:Invent’s latest AI innovations, Intel’s leadership shift, and advancements in enterprise tech from Pure Storage, Salesforce, Synopsys, and Marvell.
Broadcom’s FY2024 Earnings Surge as AI and Software Innovation Take Center Stage
Daniel Newman

Broadcom’s FY2024 Earnings Surge as AI and Software Innovation Take Center Stage

Technology Advancements in AI Semiconductors and VMware Integration Propel Broadcom’s Record-Breaking Financial Results
Daniel Newman, Principal Analyst and CEO at The Futurum Group, explores Broadcom’s Q4 and FY2024 earnings, including the company’s record-breaking AI revenue growth and VMware integration’s impact on software expansion.
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