Ray Wang, Research Director at Futurum, examines Synopsys’ Q3 FY 2025 earnings, where strong Design Automation growth and Ansys contributions were tempered by weakness in Design IP and ongoing China-related...
Nick Patience, AI Platforms Practice Lead at Futurum, shares his insights on how ASML’s strategic investment in Mistral AI represents a pivotal step toward ensuring European leadership in the global...
Olivier Blanchard, Research Director at Futurum, shares his insights on NVIDIA and MediaTek’s GB10 collaboration, which fuses CPU, memory, and GPU into a superchip while fueling speculation of a $73...
Olivier Blanchard, Research Director at Futurum, shares insights on Qualcomm and BMW’s Snapdragon Ride Pilot launch in the BMW iX3, a scalable automated driving system validated in 60 countries and...
Brad Shimmin, Analyst at Futurum, shares insights on Neo4j's Infinigraph, its bold bet on becoming the data layer for agentic AI, and if it's a future-proof strategy or a solution...
Olivier Blanchard, Research Director at Futurum, shares insights on Qualcomm’s Dragonwing Q-6690, the first processor with integrated RFID, AI, and 5G, redefining retail, logistics, and industrial mobility....
Keith Kirkpatrick, Research Director at Futurum, shares his insights on GSA’s OneGov agreement with ServiceNow, which delivers discounts up to 70% on ITSM Pro bundles and positions AI at the...
Ray Wang, Research Director at Futurum, analyzes Broadcom’s Q3 FY2025 earnings, highlighting AI semiconductor momentum, VMware Cloud Foundation growth, and record backlog that reinforce Broadcom’s position in semiconductors and software....
Sanjay Mirchandani, CEO at Commvault, joins Patrick Moorhead and Daniel Newman to discuss Commvault’s strategy for advancing cyber resilience through acquisitions, AI, and upcoming SHIFT event highlights....
Alexandru Costin, VP of Generative AI at Adobe, joins Daniel Newman and Patrick Moorhead to discuss the evolution of Adobe Firefly, integration with creative tools, and how generative AI is...
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss recent antitrust rulings affecting Google, the availability of Nvidia's H100 and H200 GPUs, and the...
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