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The Six Five team discusses NVIDIA getting into DC AI ASIC market.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss NVIDIA getting into the DC AI ASIC market, preview of IFS’s "Direct Connect" event, Plus AI Open Auto Platform, Cisco and Lattice earnings, and Cloudera Elevate 25 SKO event.
Mark Beccue, Research Director, AI at The Futurum Group discusses an emerging trend – Google Gemini Advanced as a counter to Microsoft Copilot.
Olivier Blanchard, Research Director at The Futurum Group, shares his insights into Ford Pro’s impressive 2023 numbers and breaks down the market opportunity Ford.
Microsoft Copilot, Google Gemini Advanced, and Now Slack AI Accelerate Generative AI Use Across a Wide Audience
Mark Beccue and Keith Kirkpatrick, Research Directors at The Futurum Group, discuss Salesforce’s Slack AI becoming the latest generative AI assistant.
Capitalizing on Cloud Demand with Innovative Infrastructure Solutions
The Futurum Group’s Steven Dickens reviews Equinix’s Q4 and FY 2023 earnings results, which underscore its transformative evolution from a global data center provider to a platform company.
Empowering Cloud and AI Services through Cisco-Microsoft Collaboration
Paul Nashawaty from The Futurum Group discusses the successful transmission of 800G over the Amitié cable, achieved through the collaboration of Cisco and Microsoft, heralding a new era of high-speed, reliable network connectivity.
Plus’ New Open Platform for Autonomy Leverages Modular Design to Help the Automotive Industry Accelerate ADAS Design and Integration
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on the value to the automotive market of the new ADAS-focused Open Platform for Autonomy (OPA) from Plus.
A Beacon of Strategic Success and Market Leadership
The Futurum Group’s Steven Dickens reviews Informatica’s Q4 and FY 2023 earnings results, which not only shattered growth and profitability forecasts but also solidified its standing as a leader in cloud-based data management.
HPE GreenLake for Block Storage Provides Greater Scalability
Mitch Lewis, Research Analyst at The Futurum Group, shares his insights on updates to HPE GreenLake for Block Storage.
Diagrid Unlocking Seamless Deployment and Monitoring for Cloud-Native Applications
Paul Nashawaty from The Futurum Group discusses how the introduction of Conductor revolutionizes Dapr management, offering enterprise-level support through a self-service trial, optimizing operations, and enhancing security.
New Partnership Focused on Delivering a Seamless Purchasing and Case Management Process Could Serve as a Model for Future Enterprise App Collaborations
Keith Kirkpatrick, Research Director with The Futurum Group, covers Genpact and ServiceNow’s Source-to-Pay application and discusses why this deal may be a blueprint for others to follow in the enterprise application market.

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