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The Six Five team discusses NVIDIA creating Arm-based SOC in this highlight from episode 190 of the Six Five Webcast.
The Six Five team discusses Microsoft Earnings in this highlight from episode 190 of the Six Five Webcast.
The Six Five team discusses Qualcomm Snapdragon Summit 2023 in this highlight from episode 190.
VAST and Lambda Combine to Build a GPU Cloud Built for AI
Mitch Lewis, Research Analyst at The Futurum Group, shares his insights on the partnership between VAST Data and Lambda.
Why Wait for NVIDA GPUs When AMD Can Do the Job?
Dave Raffo, Senior Analyst at The Futurum Group, dissects Lamina CTO Greg Diamos’ step-by-step account of how the startup built its LLM Superstation on AMD Instinct GPUs.
Qualcomm’s New PC Platform and Custom CPU Could Pose a Real Challenge to x86 and Go Head-to-Head with Apple Silicon
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on how Qualcomm’s impressive new Snapdragon X Elite PC platform and Oryon CPU take aim at x86 and Apple silicon to redefine PCs for the era of on-device AI.
Juniper Delivers Record Enterprise Business and Another Quarter of Improved Profitability Amid Macroeconomic Uncertainties in Fiscal Q3 2023
The Futurum Group’s Ron Westfall and Daniel Newman assess Juniper’s fiscal Q3 2023 performance including a record quarter in enterprise, another quarter of improved profitability, and advancing portfolio innovation.
The Futurum Group’s Daniel Newman is joined by HPE’s Frances Guida, Director, HPE Compute Workload Solutions for a conversation on how HPE is helping customers navigate AI inference, and bringing its expertise to empower AI adoption for businesses.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Qualcomm Snapdragon Summit 2023, NVIDIA creating Arm-based SOC, and the latest earnings from Microsoft, Google, Intel and IBM.
Honeywell’s Q3 EPS of $2.27 Beat Analyst Estimates, While Revenue Just Missed Estimates of $9.23 Billion
Daniel Newman and Todd R. Weiss, analysts with The Futurum Group, share their insights as Honeywell Q3 revenue hits $9.21 billion, up 3% YoY, as the controls and automation company released its latest earnings results on October 26.
New SoCs, Snapdragon X Elite and Snapdragon 8 Gen 3, Aim to Bring AI to Massive Market PCs and Smartphones
The Futurum Group’s Mark Beccue and Daniel Newman examine whether Qualcomm is going to set the pace for on-device AI.
In Amazon’s Q3 Earnings Announcement, the Company Provides Q4 Projections, Outlines the Impact of Cost-Cutting, and Highlights AWS Growth Numbers
The Futurum Group’s Steven Dickens and Daniel Newman share their insights on Amazon’s Q3 earnings. Amazon's recent Q4 projections are notable in the context of strong earnings from Microsoft and Google, highlighting industry competitiveness.
