On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings for Microsoft, Google, AMD, Qualcomm, and Amazon, and Apple extending Qualcomm licensing....
The Futurum Group’s Olivier Blanchard shares his insights on why AMD’s Q4 2023 numbers highlight how the company’s AI bets in data center and PC segments are already starting to...
The Futurum Group’s Ron Westfall and Daniel Newman assess Intel’s 2023 progress, with a rebound in the PC market. The Q1 2024 guide is a wrinkle but advancing its IDM...
Olivier Blanchard, Research Director at The Futurum Group, shares his short list of most significant market-defining tech trends driving growth trajectories for semiconductor vendors and OEMs at CES 2024....
Todd R. Weiss, Senior Analyst with The Futurum Group, shares his insights about chip design vendor Synopsys acquiring Ansys for $35 billion as it brings together Synopsys' semiconductor EDA with...
Research Directors Mark Beccue and Olivier Blanchard of The Futurum Group examine AI whether Intel Gaudi 2 Databricks Testing indicates compute relief in 2024....
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss the top tech trends for 2024, the Apple Watch import ban, Salesforce World Tour 2023,...
On this episode of The Six Five - On the Road, hosts Daniel Newman and Patrick Moorhead welcome AMD’s Victor Peng and Mark Papermaster for a conversation on the company’s...
On this episode of The Six Five - On the Road, hosts Daniel Newman and Patrick Moorhead welcome AMD’s Forrest Norrod for a conversation on open data center infrastructure ecosystem...
On this episode of The Six Five - On the Road, hosts Daniel Newman and Patrick Moorhead welcome AMD’s Lisa Su for a conversation on AI’s transformation of the industry...
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