Nigel Alvares, VP of Marketing at Marvell, joins Patrick Moorhead to share his insights on the booming trend toward custom silicon, spotlighting how Marvell is steering through the changing tides of the semiconductor industry.
Daniel Newman and Patrick Moorhead share insights on how NVIDIA, Microsoft, Qualcomm, OpenText, and Meta navigate AI-driven innovation, supply chain challenges, and market diversification.
Microsoft Announces Key Advancements at Ignite 2024, From a Proprietary Chip to Enhanced Ai-Driven Security Tools, to Help Enterprises Keep Pace With the Evolving Threat Landscape
Krista Case, Research Director at The Futurum Group, examines Microsoft Ignite 2024’s key cybersecurity announcements, such as the AI-powered Security Copilot, proprietary Azure HSM, and its SFI and the bug bounty initiatives.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss recent events including Microsoft Ignite, OpenText World and Qualcomm Investor Days along with other tech news.
Annie Pearl, CVP and GM at Azure Experiences & Ecosystem, and panel discuss the seismic shift startups are effecting in the generative AI space, underpinned by Microsoft's unwavering support and innovative ecosystems.
Mike Hulme, General Manager at Microsoft, alongside leaders from Weights & Biases and Pinecone, delves into the future of building AI apps leveraging Microsoft's Azure platform, streamlining development with an array of ISV integrations.
Asha Sharma and Sarah Bird, leading voices at Microsoft, shed light on the transformative journey of Azure AI and its profound impact on the tech landscape, ushering in a new era of ethical and responsible AI development.
Scott Guthrie, EVP of Cloud and AI at Microsoft, joins Daniel Newman and Patrick Moorhead on Six Five On The Road, sharing insights into Microsoft Azure's role in advancing AI technologies across industries.
Mike Hulme and Mandy Whaley join us to explore how Microsoft Azure is shaping the future of software development with AI, from ground-breaking tools like GitHub Copilot to AI-driven Azure enhancements.
A Look Into Arm’s Q2 2025 Earnings, Highlighting Key Growth Drivers and Strategic Positioning in AI, Automotive, and Data Centers
Dr. Bob Sutor, VP and Practice Lead for Emerging Technologies at The Futurum Group, analyzes Arm Holdings’ Q2 FY25 earnings, highlighting key revenue drivers from AI, data centers, and automotive.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings from Google, AMD, Microsoft, Apple, Amazon, and Intel.
Microsoft’s AI and Cloud Segments Lead Q1 FY2025 Results, With Record-Breaking Growth but Tempered Investor Response Due to Forward-Looking Guidance
Keith Kirkpatrick, Research Director at The Futurum Group, shares insights on Microsoft’s Q1 FY2025 earnings, where record growth in AI and cloud segments, including Azure OpenAI and Microsoft 365 Copilot, reflects high demand.
