Tag: Intel

May 13, 2024

Daniel Newman

Six Five Webcast

Special Guest, Intel & Qualcomm & Huawei, Arm, GlobalFoundries, Apple, ServiceNow, Solidigm

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman invite a special guest, Stacy Rasgon to discuss the Intel, Qualcomm, and Huawei license, Arm Q4 FY24 earnings, GlobalFoundries Q1/24 earnings, Apple, ServiceNow Knowledge 2024, and Solidigm.

AI, Business Information, Semiconductors and Components

April 30, 2024

Daniel Newman

Video Research Note

Intel Q1/24 Earnings

The Six Five team discusses Intel Q1/24 earnings.

AI, Business Information, Semiconductors and Components

April 29, 2024

Daniel Newman

Six Five Webcast

Talking Google, Microsoft, ServiceNow, SAP, Meta, Intel

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Q1 2024 earnings for Google, ServiceNow, SAP, Meta, and Intel, and Q3 2024 earnings for Microsoft.

AI, Business Information, Semiconductors and Components

April 26, 2024

Ron Westfall & Daniel Newman

Research Note

Intel Q1 2024 Results: New Reporting Structure with Top Bottom Beat

Intel Showed Progress in Q1 2024 Results Led by Double-Digit Growth in Intel Products and Intel Foundry Delivering Breakthrough Intel 3 Production

The Futurum Group’s Ron Westfall and Daniel Newman assess Intel Q1 2024 results and why Intel’s new foundry operating model provides transparency and the new Intel Products immediately bolster the Intel enterprise AI proposition.

AI, Business Information, Cloud, Communications Networks, Data Center, Digital Transformation, Semiconductors and Components

April 19, 2024

Olivier Blanchard

Research Note

CHIPs Act Update: US Secures Domestic Production of Advanced Chips

TSMC, Samsung, and Intel All Announced Agreements

Olivier Blanchard, Research Director at The Futurum Group, shares his insights on the geopolitical, market, and supply chain implications of finally securing domestic semiconductor chip production.

Regulations and Policy, Semiconductors and Components, Sustainability, Markets, and Policy

April 18, 2024

Ron Westfall & Olivier Blanchard

The 5G Factor

5G Factor: Making AI Open, Responsible, and Transparent

An Assessment of AI’s Openness Including Intel’s Guadi 3-led Enterprise AI Strategy, Qualcomm’s Responsible AI Vision, and Nokia’s Transparent AI Moves

The Futurum Group’s Ron Westfall and Olivier Blanchard examine the major mobile ecosystem moves to make AI open, responsible, and transparent including Intel’s Enterprise AI proposition emphasizing open industry software for developer productivity, Qualcomm’s Responsible AI vision focus on privacy and security, and Nokia using Transparent AI moves.

AI, Cloud, Communications Networks, Devices, Mobile Devices, PCs and Devices

April 17, 2024

Daniel Newman

Video Research Note

Intel Vision 2024 Event

The Six Five team discusses Intel Vision 2024 event.

AI, Business Information, PCs and Devices

April 15, 2024

Daniel Newman

Six Five Webcast

Talking Intel, Google, Apple, TSMC, Marvell, U.S. Inflation Data

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Intel Vision 2024 event, Google Cloud Next 2024 event, Apple M4 chips and new macs, TSMC gets $6.6 billion CHIPS Act funding, Marvell Accelerated Infrastructure for the AI Era event, and U.S. inflation data.

AI, Business Information, PCs and Devices, Semiconductors and Components

April 11, 2024

Daniel Newman

Video Research Note

Intel Breaks Out Product and Foundry Reporting

The Six Five team discusses Intel Breaks Out Product and Foundry Reporting.

Business Information, Semiconductors and Components

April 11, 2024

Ron Westfall & Russell Fellows

Research Note

Intel Vision 2024: Intel Unleashes Gaudi 3 Led Enterprise AI Strategy

Intel Launched Its AI Strategy for Enterprises Spearheaded by Gaudi 3 Debut Emphasizing Open, Scalable Systems Built to Bring AI Innovation to All AI Segments

The Futurum Group’s Ron Westfall and Russ Fellows examine why the new Intel Gaudi, Xeon, and Core Ultra portfolio offerings immediately bolster the Intel enterprise AI proposition, bringing AI innovation everywhere.

AI, Cloud, Communications Networks, Digital Transformation, Hybrid Cloud, Infrastructure, and Operations, Semiconductors and Components

April 9, 2024

Daniel Newman

Six Five Webcast

Talking Intel, Oracle & Palantir, Groq, Apple, Rubrik, Tesla

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Intel’s Products and Foundry reporting, Oracle and Palantir partnership, Groq developer and app milestones, Apple getting into home robots, Rubrik filing S-1 to go public, and are EVs or Tesla stalling.