Tag: daniel newman

August 28, 2024

Massive Downward Job Revision

The Six Five team discusses Massive Downward Job Revision...

Daniel Newman

August 28, 2024

Video Research Note

Windows Recall Gets A Date

The Six Five team discusses Windows Recall Gets A Date...

Daniel Newman

August 28, 2024

Video Research Note

Debating The Size of The AI GPU & ASIC Market

The Six Five team discusses Debating The Size of The AI GPU & ASIC Market...

Daniel Newman

August 28, 2024

Video Research Note

Broadcom Wins 1st & 2nd Generation AI ASIC Programs From OpenAI?

The Six Five team discusses Broadcom Wins 1st & 2nd Generation AI ASIC Programs From OpenAI?...

Daniel Newman

August 28, 2024

Video Research Note

NVIDIA Earnings Predictions

The Six Five team discusses NVIDIA Earnings Predictions...

Daniel Newman

August 28, 2024

Video Research Note

Synopsys Q3FY24 Earnings

The Six Five team discusses Synopsys Q3FY24 Earnings...

Daniel Newman

August 27, 2024

Six Five Webcast

Talking Synopsys, NVIDIA, Broadcom, AI GPU & ASIC Market, Microsoft, Downward Job Revision

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings from Synopsys, NVIDIA Earnings Predictions, Broadcom 1st and 2nd Generation AI ASIC Programs from...

Daniel Newman

August 27, 2024

Six Five Webcast

VMware Explore General Session: Q&A with Hock Tan, President and CEO, Broadcom – Six Five at VMware Explore Las Vegas

Hock Tan, President and CEO at Broadcom, joins Daniel Newman and Patrick Moorhead on The Six Five at VMware Explore Las Vegas to share his insights on Broadcom’s ambitious plans...