On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss the NVIDIA Siggraph announcements, Zoom’s AI Terms of Service update, GlobalFoundries earnings, Salesforce, Groq’s Llama milestone, and Qualcomm’s all-electric Cadillac SUV design.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings for Amazon/AWS, Apple, Qualcomm, AMD, and Lattice and the recent Zoom Perspectives 2023 event.
Some Growth in Mobile Phone Sales Expected for the Holiday Season
The Futurum Group analysts Daniel Newman and Todd R. Weiss share their insights as Qualcomm’s revenue for Q3 of fiscal year 2023 fell to $8.44 billion, down 23% from $10.9 billion YoY. Qualcomm continues to face challenging macroeconomic issues around the globe, reducing the company’s component sales to mobile phone and IoT manufacturers, but with key bright points from continuing growth in AI and automotive markets.
The Futurum Group’s Ron Westfall and Clint Wheelock assess the impact that AI is having throughout the 5G ecosystem addressing Qualcomm’s view that the future of AI is hybrid with 5G Advanced making AI integral to ongoing and future 5G innovation.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Microsoft Earnings, Qualcomm, Samsung, Google Earnings, T-Mobile, Intel Earnings and Ericsson 18A for IFS, and the Adobe-Figma Deal.
Expanded Capabilities Include AI-Powered Enhancements, Desktop-Level Gaming, and Professional-Grade Photography
Clint Wheelock, Chief Research Officer at The Futurum Group, examines the recent announcement by Qualcomm Technologies that its Snapdragon 8 Gen 2 Mobile Platform for Galaxy is now powering the Samsung Galaxy Z Fold5 and Galaxy Z Flip5, along with Samsung Galaxy Tab S9 Series devices.
The Futurum Group’s Ron Westfall and Clint Wheelock examine the impact AI is having throughout the 5G ecosystem addressing Qualcomm’s view that the future of AI is hybrid with 5G Advanced making AI integral to 5G innovation, why Nokia’s new AI-infused AirScale portfolio boosts its O-RAN and Cloud RAN proposition and 5G Advanced readiness, and NVIDIA and Softbank’s collaboration on a platform for generative AI and 5G/6G apps based on the NVIDIA GH200 Grace Hopper Superchip.
Futurum’s Ron Westfall and Clint Wheelock explore how chipmakers are powering innovation across the 5G ecosystem including Qualcomm’s advocacy of operators accelerating their 5G Standalone implementations to swiftly broaden developer support as well as spur 5G application innovation.
The Futurum Group Industry Analyst, Michael Diamond looks at the Qualcomm and Meta partnership, in which the duo are working to optimize the execution of Meta’s Llama 2 language models directly on the device without relying on the sole use of cloud services.
