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Archives: Insights

IBM on the Upswing, Intel Struggles, and the DeepSeek Saga Continues - Six Five Webcast - Infrastructure Matters
Camberley Bates
Keith Townsend
Dion Hinchcliffe
Camberley Bates, Keith Townsend & Dion Hinchcliffe

IBM on the Upswing, Intel Struggles, and the DeepSeek Saga Continues – Six Five Webcast – Infrastructure Matters

Camberley Bates, Keith Townsend, and Dion Hinchcliffe share their insights on IBM's resurgence, Intel's hurdles, and the intriguing developments of DeepSeek technology, outlining the potential impacts on the industry.
DOJ Blocks HPE’s $14 billion Juniper Deal – A Competitive Setback or Market Win?
Ron Westfall
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DOJ Blocks HPE’s $14 billion Juniper Deal – A Competitive Setback or Market Win?

Antitrust Suit Challenges HPE’s Bid to Acquire Juniper, Raising Questions on Competition, Innovation, and Market Dynamics
Ron Westfall, Research Director at The Futurum Group, shares insights on the DOJ’s lawsuit blocking HPE’s Juniper acquisition. He examines its impact on competition, innovation, and whether blocking the deal benefits Cisco more than the market.
Oracle Bets on AI-Driven Sales and Supply Chain Transformation
Keith Kirkpatrick
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Oracle Bets on AI-Driven Sales and Supply Chain Transformation

Oracle Fusion Cloud Sales and SCM Introduce AI Agents to Boost Customer Interactions, Optimize Supply Chains, and Drive Productivity
Keith Kirkpatrick, Research Director at The Futurum Group, analyzes Oracle's AI-driven enhancements in Fusion Cloud Sales and SCM, evaluating how embedded AI agents streamline sales, optimize supply chains, and improve enterprise efficiency.
Stargate - The $500 Billion Money Grab - Six Five Webcast: Infrastructure Matters
Camberley Bates
Keith Townsend
Dion Hinchcliffe
Camberley Bates, Keith Townsend & Dion Hinchcliffe

Stargate – The $500 Billion Money Grab – Six Five Webcast: Infrastructure Matters

Camberley Bates, Keith Townsend, and Dion Hinchcliffe dive into the $500 billion Project Stargate, the competitive AI landscape, and infrastructural shifts in the era of AI.
Six Five Connected with Diana Blass: Broadcom Leaders Maintain Mainframe's Relevance
Diana Blass
Diana Blass

Six Five Connected with Diana Blass: Broadcom Leaders Maintain Mainframe’s Relevance

Experts from Broadcom and partners discuss maintaining mainframe relevance in today's tech landscape, highlighting innovation, integration, and workforce development.
Will SugarCRM’s Focus on Manufacturing, Wholesaling, and Distribution Resonate?
Keith Kirkpatrick
,

Will SugarCRM’s Focus on Manufacturing, Wholesaling, and Distribution Resonate?

At the Company’s 2025 Analyst Day, New CEO David Roberts Revealed the Company’s Strategy for Positioning SugarCRM as the Vendor of Choice for Mid-Market Manufacturers, Wholesalers, and Distributors
Keith Kirkpatrick, Research Director at The Futurum Group shares his review and insights gleaned from SugarCRM’s 2025 Analyst Day, where the company laid out its new strategy, customer focus, GTM, and generative AI approach.
Talking DeepSeek, Microsoft, IBM, Intel, and More
Daniel Newman

Talking DeepSeek, Microsoft, IBM, Intel, and More

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss DeepSeek, Azure, IBM, Intel, and more!
Powering AI Responsibly: Improving Data Center Efficiency in the Age of Rising Energy - Six Five Media
Daniel Newman

Powering AI Responsibly: Improving Data Center Efficiency in the Age of Rising Energy – Six Five Media

Monica Batchelder and Kirk Bresniker at HPE discuss sustainable AI, highlighting strategies to reduce AI's energy consumption and the role of data center innovation.
DeepSeek’s Ecosystem Implications, Samsung’s Galaxy Unpacked, & More - Six Five Webcast: The 5G Factor
Olivier Blanchard
Ron Westfall & Olivier Blanchard

DeepSeek’s Ecosystem Implications, Samsung’s Galaxy Unpacked, & More – Six Five Webcast: The 5G Factor

On this episode, hosts Ron Westfall and Olivier Blanchard discuss DeepSeek R1, Galaxy Unpacked, and the potential for operators like AT&T and Verizon to monetize their AI capabilities and real estate assets.
T-Mobile Q4 FY 2024: Sustained Growth and 5G Leadership
Ron Westfall
,

T-Mobile Q4 FY 2024: Sustained Growth and 5G Leadership

T-Mobile’s Strong Q4 Highlights Market Leadership, 5G Expansion, and M&A-Driven Growth
Ron Westfall, Research Director at The Futurum Group, examines T-Mobile’s 5G expansion, postpaid growth, and broadband strategy, highlighting its strong market position and strategic moves for 2025.
Jeetu Patel on Driving Digital Transformation at Cisco - The View From Davos
Daniel Newman

Jeetu Patel on Driving Digital Transformation at Cisco – The View From Davos

Jeetu Patel, EVP & Chief Product Officer at Cisco, joins hosts Daniel Newman and Patrick Moorhead, sharing his insights on spearheading digital transformation at Cisco and shaping the future of how we work.
Exploring Lenovo's Globalization and AI Strategies - The View From Davos
Daniel Newman

Exploring Lenovo’s Globalization and AI Strategies – The View From Davos

Ken Wong, President for Solutions & Services Group at Lenovo, shares his insights on Lenovo's globalization journey and its pivotal role in leveraging AI to solve global challenges, drawing from his experiences at the Davos forum.
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