On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the recent US-China trade deal, the Middle East AI technology push, and Qualcomm's unexpected data center chip announcement. The hosts debate the future impact of AI on information workers and analyze market reactions to recent tech deals. They also explore Cisco's impressive earnings and leadership changes. Throughout the episode, Moorhead and Newman offer insightful commentary on the interconnectedness of global tech markets, the rapid pace of AI advancements, and the strategic moves of major tech players in response to evolving industry dynamics.
Dion Hinchcliffe, VP of CIO Practice at The Futurum Group, shares insights on the AI industry's current state, exploring the generative AI bubble, talent shortages, and success stories like Palantir, offering CIOs a balanced view of AI’s future.
NVIDIA, VMware, Salesforce, Dell, Pure Storage, and HP Inc. spotlight AI growth and cloud innovation. In episode 230 of the Six Five webcast, Patrick Moorhead, Daniel Newman, and guest Dan Ives discuss their innovations and market challenges.
In this episode of Infrastructure Matters, we delve into the Future of Memory and Storage Summit, discussing advancements in AI-related memory technology and Intel's ongoing challenges. We also highlight Palantir's commercial growth and Cloudera's role in data management for AI, while underscoring efforts to support women in the tech industry through the SuperWomen of FMS initiative.
Steven Dickens from The Futurum Group noted that Palantir's latest earnings report underscores the company's strong execution in the commercial sector, particularly in leveraging AI to drive business value. He emphasized that their ability to transition AI from prototype to production positions them uniquely in the rapidly evolving data analytics landscape.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss AWS Summit New York 2024, Samsung Galaxy Unpacked July 2024, Apple & Microsoft leave OpenAI board, AMD acquires Silo, Sequoia/A16Z/Goldman rain on the AI parade, and Oracle & Palantir Foundry & AI Platform.
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 getting into home robots, Rubrik filing S-1 to go public, and are EVs or Tesla stalling.
Palantir Selects Oracle Cloud Infrastructure to Augment Efficiency, Performance, and Sovereignty from HQ to Tactical Edge for Vast Array of Organizations
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.