Company: Broadcom

The Six Five Pod | EP 264: Breaking Up and Making Up: Feuds, Forecasts & Foundries
June 9, 2025

The Six Five Pod | EP 264: Breaking Up and Making Up: Feuds, Forecasts & Foundries

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Microsoft's reorganization signaling the potential end of SaaS, the public feud between Elon Musk and...
Driving AI Infrastructure: Innovations from Dell and Broadcom - Six Five On The Road
May 22, 2025

Driving AI Infrastructure: Innovations from Dell and Broadcom – Six Five On The Road

David Schmidt and Jas Tremblay join us to share insights on shaping the future of AI infrastructure with Dell's and Broadcom's latest innovations. They delve into PCIe technology, AI server...
Creating a Modern Mainframe Culture Across DevOps Teams - The Main Scoop Episode 33
May 12, 2025

Creating a Modern Mainframe Culture Across DevOps Teams – The Main Scoop Episode 33

Sheree Britt discusses the importance of DevOps in modernizing application development at TD Bank, highlighting the journey and cultural shifts entailed....
How the New IBM z17 is Leveling Up Mainframe Capabilities - The Main Scoop Episode 32
April 8, 2025

How the New IBM z17 is Leveling Up Mainframe Capabilities – The Main Scoop Episode 32

David Watts and Greg Lotko delve into IBM's z17, discussing its innovative features and how it addresses client challenges in data security and AI....
Has the Token Economy Arrived? Decoding NVIDIA’s GTC and the Future of AI
March 31, 2025

Has the Token Economy Arrived? Decoding NVIDIA’s GTC and the Future of AI – Six Five Webcast – Infrastructure Matters

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 Main Scoop | Disrupting With Purpose: Learning from the Past to Innovate Forward
March 19, 2025

The Main Scoop | Disrupting With Purpose: Learning from the Past to Innovate Forward

Eduardo Ciliendo, Greg Lotko and Daniel Newman explore the evolving mainframe ecosystem, examining how it drives innovation, unlocks data insights, and shapes the future of digital transformation....
Surprise: AI Drives Earnings Up and Down, Plus Agentic AI and Tariffs - Six Five Webcast - Infrastructure Matters
March 14, 2025

Surprise: AI Drives Earnings Up and Down, Plus Agentic AI and Tariffs – Six Five Webcast – Infrastructure Matters

Discover how AI is driving major shifts in tech earnings on this episode of the Six Five Webcast - Infrastructure Matters. Learn about Broadcom's AI-fueled growth, VMware's Private AI Foundation,...
Broadcom Q1 FY 2025: AI and Software Power 25% Revenue Growth
March 10, 2025

Broadcom Q1 FY 2025: AI and Software Power 25% Revenue Growth

Richard Gordon and Daniel Newman at The Futurum Group break down Broadcom’s Q1 FY 2025 earnings, highlighting AI semiconductor growth, hyperscaler demand for XPUs, and VMware’s software transition driving 25%...
Talking MWC, Salesforce, Broadcom, Marvell, HPE, Tariffs & Tech
March 10, 2025

Talking MWC, Salesforce, Broadcom, Marvell, HPE, Tariffs & Tech

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss MWC, Salesforce, Broadcom and more....
Earnings Impact, AI and DNA, AI and Data Management - Six Five Webcast - Infrastructure Matters
March 4, 2025

Earnings Impact, AI and DNA, AI and Data Management – Six Five Webcast – Infrastructure Matters

Explore the cutting edge of AI with Infrastructure Matters. Hosts discuss NVIDIA's Evo2 biology model, AI's impact on drug discovery, and how CIOs are seeing ROI from generative AI. Plus,...
Solidigm and Broadcom Extend SSD Partnership to Power AI’s Next Growth Phase
February 27, 2025

Solidigm and Broadcom Extend SSD Partnership to Power AI’s Next Growth Phase

Camberley Bates, VP & Practice Lead at The Futurum Group, analyzes how Solidigm’s extended partnership with Broadcom ensures high-capacity SSD controllers for AI, supporting efficient, scalable storage as AI infrastructure...
Talking Lenovo, Intel & TSMC & Broadcom, Groq, and More
February 24, 2025

Talking Lenovo, Intel & TSMC & Broadcom, Groq, and More

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Lenovo, Intel, TSMC, Broadcom, Groq, and more....

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