Tag: daniel newman

August 20, 2024

Daniel Newman

Six Five Webcast

Talking AMD, ZT Systems, Google, Cisco, Lenovo, HPE & Morpheus Data, Huawei & NVIDIA, Coherent

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss AMD’s acquisition of ZT Systems, the DOJ consideration of breaking up Google, Cisco Q4FY24 Earnings, Lenovo Q1FY24/25 Earnings, HPE’s intent to acquire Morpheus Data, Huawei’s Chinese Market chip to compete with NVIDIA, and Coherent Q4FY24 Earnings.

Artificial Intelligence Devices, Artificial Intelligence Software and Tools, CIO Insights, Semiconductors

August 14, 2024

Daniel Newman

Video Research Note

OpenAI Revolving Door Of Founders & Executives

The Six Five team discusses OpenAI revolving door of founders & executives.

Artificial Intelligence Software and Tools, CIO Insights

August 14, 2024

Daniel Newman

Video Research Note

New Intel SVP & GM Provides Foundry Updates

The Six Five team discusses new Intel SVP & GM provides Foundry updates.

CIO Insights, Semiconductors

August 14, 2024

Daniel Newman

Video Research Note

CrowdStrike Aftermath: Microsoft Fires Back At Delta

The Six Five team discusses CrowdStrike aftermath: Microsoft fires back at Delta.

CIO Insights, Cybersecurity

August 14, 2024

Daniel Newman

Video Research Note

Google Deemed A Monopoly In DOJ Ruling

The Six Five team discusses Google deemed a monopoly in DOJ ruling.

CIO Insights

August 14, 2024

Daniel Newman

Video Research Note

GlobalFoundries Q2FY24 Earnings

The Six Five team discusses GlobalFoundries Q2FY24 earnings.

CIO Insights, Semiconductors

August 14, 2024

Daniel Newman

Video Research Note

Marvell Structera To Solve Memory Challenges For Cloud Providers

The Six Five team discusses Marvell Structera to solve memory challenges for cloud providers.

CIO Insights, Data Management & Analytics

August 12, 2024

Daniel Newman

Six Five Webcast

Talking Marvell, GlobalFoundries, Google, CrowdStrike, Intel, OpenAI

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Marvell to solve memory challenges for cloud providers, GlobalFoundries Q2FY24 earnings, Google deemed a monopoly in DOJ ruling, Crowdstrike aftermath: Microsoft fires back at Delta, new Intel SVP & GM provides foundry updates, and OpenAI revolving door of founders and executives.