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On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Apple Vision Pro developers losing interest, U.S. awards Samsung and Micron over $6B in CHIPS Act funding, does AMD have a datacenter AI GPU problem, Adobe’s use of Midjourney, Samsung knocks Apple off of number 1 market share, and Arm says CPUs can save 15% of total datacenter power.
In Recent Years, the Concept of a Sovereign Cloud Has Gained Significant Traction Among Nations Seeking Greater Autonomy and Security in Their Digital Infrastructures
The Futurum Group’s Steven Dickens observes that Oracle's recent $8 billion investment in Japan not only expands its cloud infrastructure but also strategically aligns with the growing global trend toward sovereign cloud solutions.
Hammerspace, Seagate, Quantum, LucidLink, and Resilio Are Among the NAB Products of the Year for 2024
Camberley Bates, VP of Data Infrastructure at The Futurum Group, covers the significance of data infrastructure at the NAB Show 2024 and the Product of the Year Awards.
The Circular Economy Can Help Your Company and Business Ecosystem Improve Sustainability Efforts and Create New Innovation Opportunities
Olivier Blanchard, Research Director at The Futurum Group, encourages you to download the latest whitepaper from The Futurum Group, which highlights circularity—a perfect read for Earth Day.
Its Strategic AI Integration Puts the Company in a Strong Position to Maintain Its Leadership in the AI Industry, Particularly in the Field of Enterprise Information Management
Steven Dickens, Vice President and Practice Lead, and Sam Holschuh, Analyst, at The Futurum Group, share their insights on OpenText’s AI-driven transformation and market positioning.
Palo Alto Networks Showcases Dig Security and Its Data Security Posture Management Capabilities at Security Field Day 11
Krista Macomber, Research Director at The Futurum Group, shares her insights on Palo Alto Networks’ integration of Dig Security, showcased at Security Field Day 11.
AMD Reveals New Compute Opportunities at Google Cloud Next
Steven Dickens, VP and Practice Leader, and Guy Currier, CTO, highlight the transformative impact of the collaboration between AMD and Google Cloud in the public cloud sector.
Adobe and the Industry at Large Need to Have a Conversation Around the Value and Tradeoffs of Using Generated Images to Train Image-Generation Models
The Futurum Group’s Daniel Newman and Keith Kirkpatrick cover Adobe’s incorporation of generated images used to train their Firefly model and discuss the implications for Adobe and the larger generative AI image market as a whole.
TSMC, Samsung, and Intel All Announced Agreements
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on the geopolitical, market, and supply chain implications of finally securing domestic semiconductor chip production.
The Strategic Acquisition of Netreo by the Global Software Solutions Leader Has the Potential to Reshape the Future of IT Monitoring and Management
Discover insights from Steven Dickens, Vice President and Practice Lead at The Futurum Group, on how BMC's strategic acquisition of Netreo will shape the future of IT monitoring and management.
April 19 ‘Halving’ and New ETFs May Alter the Finance Ecosystem
Steven Dickens, VP and Practice Leader at The Futurum Group, highlights that as Bitcoin has introduced spot Bitcoin ETFs and experiences its fourth halving, it continues to redefine the financial landscape.
Unveiling the Montreal Multizone Region
Steven Dickens, Vice President and Practice Lead, and Sam Holschuh, Analyst, at The Futurum Group share their insights on IBM’s strategic investment in Canadian cloud sovereignty with the launch of the Montreal Multizone Region.

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