Ray Wang and Daniel Newman at Futurum analyze Micron’s Q4 FY 2025 earnings, focusing on record data center momentum, HBM growth, and margin expansion, while highlighting how AI demand positions...
Ray Wang, Research Director at Futurum, shares insights on Synopsys and TSMC’s expanded collaboration on certified flows, IP, and 3DIC solutions to accelerate AI and multi-die chip design across advanced...
Olivier Blanchard, Research Director at Futurum, shares insights on MediaTek’s Dimensity 9500, a flagship chipset delivering top-tier AI, gaming, and efficiency, debuting in OPPO’s Find X9 series and competing directly...
Enzo Damato, President of Rice Telecom, joins hosts to discuss bridging generational gaps in IT, his journey from mainframe hobbyist to AI innovator, and how future technologists can succeed in...
Nick Patience, VP and AI Practice Lead at Futurum shares insights on Zoho’s partnership with Dell and NVIDIA to scale multimodal LLMs and agent-based AI, balancing innovation with data sovereignty...
Keith Kirkpatrick, Research Director at Futurum, shares his insights on Microsoft 365 Copilot agents, exploring how new collaborative AI teammates in Teams, SharePoint, and Viva Engage transform teamwork and project...
Olivier Blanchard, Research Director at Futurum, shares his insights on SiTime’s Titan Platform, the industry’s smallest MEMS resonators, enabling miniaturization across wearables, medical devices, and IoT....
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the recent partnership between Intel and Nvidia, analyzing its implications for the tech industry. They...
Keith Kirkpatrick, Research Director at Futurum, shares his insights into WalkMe’s AI-powered digital learning solution and discusses why this approach is critical for enterprises in the age of accelerating technological...
Olivier Blanchard, Research Director at Futurum, shares a recap of the litigation between Qualcomm and Arm, which includes a status report, analysis of the case and its broader ecosystem impact,...
Olivier Blanchard, Research Director at Futurum, shares his insights on MediaTek’s first 2nm SoC built with TSMC’s N2P process, promising up to 18% more performance and 36% lower power use,...
Ray Wang, Research Director at Futurum shares his insights on NeuReality’s launch of the NR2 AI-SuperNIC, built for 1.6 Tbps throughput with UEC compliance and in-network compute to address scale-out...
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