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Mark Heaps, Chief Tech Evangelist at Groq, and Daniel Newman share insights on Groq's impressive Series D fundraising, strategic innovations, and the future of AI acceleration. This conversation highlights Groq's mission to democratize AI and its plans to deploy millions of LPUs.
In episode 50 of Infrastructure Matters, the hosts delve into recent earnings reports and industry trends, highlighting AWS's continued growth, Commvault's successful integration of its cloud division, and Intel's strategic restructuring. They also discuss Kyndryl's turnaround efforts and new announcements from Veeam, Splunk, and Google in AI and data management.
The Six Five team discusses Microsoft Q4FY24 earnings.
The Six Five team discusses Amazon Q2 earnings.
The Six Five team discusses Lattice Q2CY24 earnings.
The Six Five team discusses Arm Q1FY25 earnings.
The Futurum Group’s Bob Sutor discusses GlobalFoundries’ Q2 2024 financial performance, showcasing the company’s resilience and strategic focus, with significant contributions from their recent acquisition of GaN technology. The Futurum Group highlights how GF’s innovative approach is driving sustainable growth.
The Six Five team discusses AMD Q2CY24 earnings.
The Six Five team discusses Qualcomm Q3FY24 earnings.
Financial Infusion from Pegasystems, Sand Dollar Capital Earmarked for BizAI Product Growth
Keith Kirkpatrick, Research Director with The Futurum Group, covers Fisent Technologies’ BizAI solution and the news about the company securing new growth funding, led by Pegasystems and Sand Dollar Capital.
The Six Five team discusses Intel Q2CY24 earnings.
Steven Dickens from The Futurum Group noted that Palantir's latest earnings report underscores the company's strong execution in the commercial sector, particularly in leveraging AI to drive business value. He emphasized that their ability to transition AI from prototype to production positions them uniquely in the rapidly evolving data analytics landscape.
