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Squid Game: The Official Podcast
Squid Game is back, and so is Player 456. In the gripping Season 2 premiere, Player 456 returns with a vengeance, leading a covert manhunt for the Recruiter. Hosts Phil Yu and Kiera Please dive into Gi-hun’s transformation from victim to vigilante, the Recruiter’s twisted philosophy on fairness, and the dark experiments that continue to haunt the Squid Game. Plus, we touch on the new characters, the enduring trauma of old ones, and Phil and Kiera go head-to-head in a game of Ddakjji. Finally, our resident mortician, Lauren Bowser is back to drop more truth bombs on all things death. SPOILER ALERT! Make sure you watch Squid Game Season 2 Episode 1 before listening on. Let the new games begin! IG - @SquidGameNetflix X (f.k.a. Twitter) - @SquidGame Check out more from Phil Yu @angryasianman , Kiera Please @kieraplease and Lauren Bowser @thebitchinmortician on IG Listen to more from Netflix Podcasts . Squid Game: The Official Podcast is produced by Netflix and The Mash-Up Americans.…
The Six Five with Patrick Moorhead and Daniel Newman
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Content provided by Daniel Newman and Patrick Moorhead. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Daniel Newman and Patrick Moorhead or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.
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118 episodes
Mark all (un)played …
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Content provided by Daniel Newman and Patrick Moorhead. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Daniel Newman and Patrick Moorhead or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.
…
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118 episodes
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The Six Five with Patrick Moorhead and Daniel Newman
1 Dell Client Portfolio Innovation - Connected with Diana Blass 6:19
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6:19The PC is back in the spotlight 🔆 and Dell unveiled a slew of innovations at CES 2025. On this episode of Connected with Diana Blass , we get the inside scoop from several experts at Dell Technologies and Dell’s Alienware team on their CES 2025 product showcase. Key takeaways: Dell is bringing AI to the edge, integrating powerful MPUs from Intel, Qualcomm, and AMD into its new line of laptops, meaning faster, more efficient performance for demanding workloads Simplified Portfolio: Dell has streamlined its PC lineup with three clear categories: Dell, Dell Pro, and Dell Pro Max Dell is committed to using recycled materials and reducing its environmental impact Insights on how these innovations address current tech trends The impact of these products on the future of personal and professional computing Their vision for the evolution of computing devices…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Alienware Announces New Flagship Products at CES 2025 - Six Five On The Road 11:56
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11:56Area-51 Gaming PC’s are Back! 👽 Dell Technologies has showcased a ton of innovations at CES 2025. On this episode of Six Five On The Road, host Anshel Sag , Principal Analyst, Moor Insights and Strategy is joined by Alienware General Manager, Matt McGowan , for a conversation on the highly anticipated announcements from Alienware , a subsidiary of Dell Technologies, continuing its tradition of unveiling cutting-edge gaming technology. Their discussion covers 👇 • The reintroduction of the iconic Area-51 product line, its legacy, and its significance in the gaming community • How the feedback from the gaming community influenced the new generation of Area-51 desktops and laptops, emphasizing customization and upgradeability • The inspiration behind the new design language for the Area-51 laptops, and Alienware's vision for the future of gaming products • An overview of Alienware Elite Care, a new customer support initiative, and the exclusive benefits it offers to ensure an unparalleled gaming experience • The unveiling of the Alienware 27 4KQD-OLED display alongside the Area-51 lineup and how this flagship monitor enhances the gaming experience…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Meet Dell's Simplified AI PC Portfolio: Silicon Innovation at its Best - Six Five On The Road 12:42
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12:42CES 2025 is in full swing and Dell has some major announcements. On this episode of Six Five On The Road, host Olivier Blanchard is joined by Kevin Terwilliger , VP and GM of PC Portfolio Management at Dell Technologies , for a conversation on Dell’s strategic innovations ahead of CES 2025. They cover the following ⤵️ • A sneak peek into Dell's AI PC strategy unveiling at CES 2025, including key trends and the opportunities it presents • Insights into the IT customer and end-user dynamics driving the AI PC market and the strategic positioning of Dell's new lineup • The importance of silicon diversity in Dell's innovation strategy, with a focus on partnerships with leading tech companies like Intel, Qualcomm, and Delta • Dell's commitment to sustainability and the circular economy across its new PC portfolio • Strategies for engineering AI PCs that evolve with AI technologies to meet the future needs of both businesses and consumers…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Unpacking the Benefits of AI PCs - Six Five On The Road 17:17
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17:17For many, the AI PC revolution can’t come fast enough. So how do we speed it up? Host Olivier Blanchard , Research Director & Practice Lead, Artificial Intelligence Devices at The Futurum Group, is joined by Dell Technologies' Jon Siegal , SVP, Dell Product Marketing, on this episode of the Six Five On The Road. They share in-depth analysis on the benefits of AI PCs and accelerating adoption of AI in personal computing. Tune in as they cover: The rise of hybrid AI: AI workloads moving beyond the cloud to the edge and devices Dell Pro AI Studio: A free toolkit that simplifies AI development and deployment, allowing developers to "build once, run anywhere" AI PCs: These high-performance, energy-efficient machines can empower developers and enable new use cases like offline RAG models and on-device translation Dell's initiatives to boost on-device AI capabilities and innovation through the integration of Neural Processing Units (NPUs) The current landscape of AI PC adoption and how customers are utilizing Dell’s AI solutions in their day-to-day operations…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Dell's Innovative Approach with AI PCs - Six Five On The Road 20:48
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20:48Despite recent concerns about the overall AI PC market, Dell Technologies is proving that the future of this tech is more than just hype. Host Patrick Moorhead is with Jeff Clarke , Vice Chairman and Chief Operating Officer of Dell Technologies on this episode of Six Five On The Road. They discuss how Dell is bolstering its AI PC endeavors through strategic partnerships, and what future AI advancements might look like. Tune in for details on: AI PCs progressing from a "what if" to a reality. They discuss whether the AI PC era has commenced and if the market is primed for these advances A look at Dell's partnerships across the technological spectrum, emphasizing collaboration in silicon innovation and AI PC market penetration Dell's strategic advantage in the burgeoning AI PC market. How their strong R&D, vast supply chain, and deep customer relationships may give them an edge Future predictions for AI technology and its implications for consumers and businesses alike…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Exploring Micron G9 NAND – The World's Fastest NAND - Six Five Podcast 16:39
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16:39On this episode of the Six Five Podcast, host Daniel Newman is joined by Micron Technology's Russ Meyer , Senior Vice President of NAND Technology Development, for a conversation on the groundbreaking advancements in NAND technology. Micron, a leading name in memory and storage solutions, has recently unveiled a series of innovative products, including the world’s fastest data center SSD and the revolutionary G9 NAND technology, marking a significant leap in the storage industry. Their discussion covers: Micron's back-to-back announcements of cutting-edge products and their impact on the technology ecosystem. Insights into the Micron G9 NAND’s unique features and its positioning as the industry’s first in many aspects. The rationale behind Micron’s shift in naming its NAND technology to reflect industry generation, moving away from the traditional layer count. Micron’s strategy on leading NAND transitions, ensuring that announced NAND technology is not just a promise but a present reality in the market. The significance of the 2650 SSD powered by G9 TLC NAND, highlighting its performance benefits and value proposition amidst industry competition.…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Industry Investments and Unicorns! Data, AI, Security are Winners - Six Five Webcast: Infrastructure Matters 32:50
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32:50On this episode of the Six Five Webcast - Infrastructure Matters, hosts Camberley Bates and Keith Townsend discuss industry investments, with a particular focus on the fields of data management, AI, and cybersecurity. They delve into why these sectors are currently being seen as winners in the venture capital space, revealing the key trends and innovations driving their unprecedented growth. Their discussion covers: - The surge in investment within AI, how it's shaping the future of technology, and its implications for industry standards. - Insight into the data management sector, including new advancements and the importance of data security. - A deep dive into cybersecurity measures and the increasing need for robust security frameworks to protect against evolving threats. - The emergence of unicorns (startups valued at over $1 billion) in these sectors and what it means for the global tech ecosystem. - Future predictions for investments in technology, and how current trends might shape the industry dynamics in the coming years.…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Accelerating GenAI Innovation - Six Five On the Road at AWS re:Invent 18:04
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18:04How to speed up GenAI? Find out how on this episode of Six Five On the Road at AWS re:Invent with host Keith Townsend and Elastic ’s Ken Exner , CPO, for a conversation on how Elastic is at the forefront of accelerating generative AI (GenAI) innovation. Fast track this ⤵️ Insights into the adoption of generative AI applications among Elastic's customer base and how Elastic facilitates the acceleration of Gen AI initiatives. Future directions for Elastic’s product portfolio with the integration of AI and machine learning. Developer feedback on Elasticsearch’s usage in GenAI projects and its prominence as the top vector database. The launch of Elastic Cloud Serverless and Elastic's commitment to balancing usability with flexibility for both developers and end-users. A reflection on Elastic’s product developments in the past year and anticipations for innovations in 2025.…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Elastic’s Generative AI Momentum - Six Five On The Road at AWS re:Invent 19:16
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19:16Enterprise RAG? CEO of Elastic Ashutosh Kulkarni sat down with our host Daniel Newman at AWS re:Invent 2024. They touched on how Elastic is driving generative AI adoption by empowering developers with tools and partnerships, focusing on efficiency and integration within the AWS ecosystem, and aiming to lead the enterprise AI sector in 2025. Specific highlights covered ⤵️ Drivers behind Elastic's strong momentum in generative AI adoption and their efforts to help customers accelerate their GenAI projects. Insights into the newly announced Elastic AI Ecosystem and its role in aiding developers to navigate AI product choices and integrations more efficiently. The significant influence of the AWS partnership on Elastic’s strategic directions and key takeaways from this collaboration. Elastic's achievements in 2024 within the enterprise tech landscape. Future prospects for Elastic and the evolving enterprise AI sector in 2025.…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Unlocking Cloud Efficiency: AWS Reveals AI-Driven Operations - Six Five at AWS re:Invent 18:00
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18:00The cloud ops landscape is evolving at lightning speed ⚡ from simple web servers to serverless functions and now, the explosion of AI workloads. 🤯 Hosts Daniel Newman and Patrick Moorhead are joined by Amazon Web Services ' Nandini Ramani , Vice President of Search and Cloud Ops, on this episode of Six Five On The Road at AWS re:Invent, for a conversation on AWS's latest innovations in cloud operations, spotlighting the integration of AI and machine learning to elevate efficiency and performance. Their discussion covers: The evolution of cloud operations challenges over the years and AWS's approach to addressing them Lessons learned from AWS's 17+ years in operation and their impact on the development of cloud services Integrating AI and machine learning in cloud operations for enhanced efficiency and performance An introduction to the Ops-i-tron concept and its significance in cloud operations Exploring the new "Explore Related" button and its role in simplifying troubleshooting across interconnected services…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Exploring Dell’s Generative AI Solutions - Six Five On The Road at SC24 18:46
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18:46Pop quiz: What is an AI factory? 🏭 David Nicholson is joined by Dell Technologies' Vice President of Product Management for Artificial Intelligence and Data Management, Chad Dunn on this episode of Six Five On The Road at SC24. They discuss Dell's advancements in Generative AI (GenAI) Solutions and the unveiling of the Dell AI Factory. Tune in for details 👇 The emerging needs of enterprises in Generative AI and how Dell is addressing them through infrastructure, security, and sustainability The biggest roadblocks to Generative AI adoption, including data preparation and the complexity of coding for GenAI applications An overview of what's new in the Dell AI Factory, highlighting advancements in servers, GPUs, and the expansion of the Dell Enterprise Hub Dell’s set of pre-built blueprints and solutions that accelerate customers’ journey to generative AI, from infrastructure to software and services Priority use cases for enterprises in GenAI and customer success stories showcasing the impact of these technologies…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Sparking AI Innovation with Dell's Data Lakehouse - Six Five On The Road at SC24 16:44
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16:44Unstructured data is the next frontier for AI: think video, audio, and more. David Nicholson is joined by Dell Technologies ' Vice President of Product Management for Artificial Intelligence and Data Management Chad Dunn for a conversation on the strategic importance of high-quality data and the dynamic capabilities of the Dell Data Lakehouse in facilitating effective AI workloads. Highlights include ⤵️ Data quality is paramount: "Garbage in, expensive garbage out" applies more than ever in the age of generative AI Dell’s Data Lakehouse: This intelligent platform helps organizations extract, prepare, and analyze data for AI workloads, including both structured and unstructured data with tools like Apache Spark and Trino Customer experiences: The evolving landscape of data challenges in large enterprises Pushing the boundaries: Dell's approach to managing unstructured data and integrating AI Factory visions into Lakehouse functionalities…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Quantum is Here! Plus more on re:Invent and Data Protection - Six Five Webcast Infrastructure Matters 28:22
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28:22On this episode of the Six Five Webcast Infrastructure Matters, hosts Camberley Bates and Dion Hinchcliffe discuss takeaways from AWS re:Invent, developments in Quantum computing, open source LLMs and more! Their discussion covers: The American Society for AI and its discussions around open source LLMs AWS re:Invent announcements such as S3 Enhancements, Amazon Q, Bedrock and more. Developments in quantum computing, including new quantum chips from Google and IBM…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Alianza Expands, Ericsson Antennas Wax, Nokia 5G Advanced Moves - Six Five Webcast: The 5G Factor 36:34
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36:34On this episode of the Six Five Webcast - The 5G Factor, dive into the recent strategic moves by Alianza, Ericsson, and Nokia that are set to reshape the competitive landscape of the 5G ecosystem by 2025. Host Ron Westfall along with guest, Tom Hollingsworth , explore the implications of these developments and what they signal for the future of 5G and beyond. Their discussion covers: Alianza's acquisition of Metaswitch from Microsoft and its impact on cloud-native and AI services in the communications industry. The role of Ericsson Antenna System in driving antenna evolution and enhancing network capabilities in North America. How Nokia is preparing for 6G with its focus on 3GPP Release 20, emphasizing network energy efficiency and 5G-Advanced enhancements.…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Ep. 244: Talking NVIDIA, Arm & Qualcomm, Google, Chip Makers Under Trump, Salesforce, Micron 58:10
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58:10Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis. Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking: Arm & Qualcomm Lawsuit In The Jury’s Hands https://x.com/PatrickMoorhead/status/1868634026589769830 https://www.reuters.com/legal/arm-qualcomm-make-closing-cases-chip-license-dispute-trial-2024-12-19/ https://www.laptopmag.com/ai/copilot-pcs/arm-qualcomm-snapdragon-chip-legal-dispute https://www.businessinsider.com/arm-qualcomm-trial-delaware-nuvia-chip-license-2024-12 NVIDIA Updates Robotics Chip & ReDrafter https://www.wsj.com/tech/ai/nvidia-introduces-device-aimed-at-small-companies-hobbyists-3972ae41 https://x.com/danielnewmanUV/status/1869161088316510382 https://x.com/danielnewmanUV/status/1869860599242334343 https://9to5mac.com/2024/12/18/apple-collaborates-with-nvidia-to-research-faster-llm-performance/ https://machinelearning.apple.com/research/redrafter-nvidia-tensorrt-llm https://finance.yahoo.com/news/nvidia-apple-boost-llm-inference-095917343.html Chip Makers Under Trump Administration https://x.com/PatrickMoorhead/status/1868998497669988414 https://www.aljazeera.com/economy/2024/12/19/as-trump-two-point-o-looms-taiwans-chip-industry-braces-for-upheaval Google Gemini Improvements https://x.com/PatrickMoorhead/status/1869069567546233006 https://gemini.google.com/updates https://www.tomsguide.com/phones/google-pixel-phones/googles-gemini-2-0-update-will-supercharge-your-phone-3-changes-to-try-first Micron Q1FY25 Earnings https://x.com/danielnewmanUV/status/1869552496797995346 https://x.com/danielnewmanUV/status/1869493680756949262 https://investors.micron.com/news-releases/news-release-details/micron-technology-inc-reports-results-first-quarter-fiscal-2025 https://finance.yahoo.com/news/micron-stock-plummets-as-weak-outlook-overshadows-ai-opportunity-153503152.html Is SaaS Over + AgentForce 2.0 Launch https://x.com/danielnewmanUV/status/1869427316629348677 https://x.com/PatrickMoorhead/status/1869415222412259551 https://www.businesswire.com/news/home/20241217795822/en/Introducing-Agentforce-2.0-The-Digital-Labor-Platform-for-Building-a-Limitless-Workforce https://www.salesforce.com/news/press-releases/2024/12/17/agentforce-2-0-announcement/ Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.244-01…
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The Six Five with Patrick Moorhead and Daniel Newman
1 The Future Of Kubernetes On AWS - Six Five On The Road at AWS re:Invent 12:15
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12:15AWS re:Invent 2024 included big updates for Kubernetes on AWS. Host Daniel Newman is with Amazon Web Services' Barry Cooks , Vice President of AWS Kubernetes, for an insightful conversation on the future of Kubernetes on AWS on this episode of the Six Five On The Road at AWS re:Invent. They explore the latest innovations and the strategic vision shaping the growth of Kubernetes services within the AWS ecosystem. Tune in for more on ⬇️ The announcements of Amazon EKS Hybrid Nodes, Amazon EKS Auto Mode, and other cutting-edge developments Open-source collaboration: How AWS champions the Kubernetes community and contributes to its growth The roadmap for Kubernetes on AWS: A glimpse into the exciting future of this powerful technology…
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The Six Five with Patrick Moorhead and Daniel Newman
1 A Roundtable Conversation with AWS Partner Award Winners - Six Five On the Road at AWS re:Invent 22:30
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22:30Celebrating the some of the best in ☁️ Hosts Daniel Newman and Patrick Moorhead sat down with Julia Chen , Vice President, AWS Partner Core, Specialists & Partners, and the winners of the AWS Partner Awards at AWS re:Invent! The impressive lineup of guests includes: JB McGinnis , US Lead Alliance Partner, Amazon/AWS , Deloitte Chris Wegmann , Senior Managing Director, Accenture James Beasley , Vice President, Cloud Engagement, Palo Alto Networks Tom Henderson , Global Channel & Alliances Lead, Wiz Bill Hustad , Senior Vice President, Global Partners & Alliances, Okta Tune in for their thoughts on: - The pivotal role of #AWS partnerships in the evolving cloud landscape - Key insights into the criteria and significance of the AWS Partner Awards - The journey and successes of top AWS partners and their vision for the future…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Toyota, AWS and Deloitte Discuss the Impact of Generative AI on The Automotive Market- Six Five On The Road at AWS re:Invent 19:21
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19:21Generative AI is disrupting industries and automakers are not immune. Daniel Newman and Patrick Moorhead are joined by Amazon Web Services' Karthik Bharathy , Deloitte's Chris Jangareddy , and Toyota's Philip Ryan to discuss the transformative power of generative AI in the automotive industry, AWS's innovative technology like Amazon Bedrock and SageMaker, Deloitte's strategic incorporation of GenAI, and Toyota's strategic imperatives in AI that collectively drive enhanced customer experiences and increased market share. Get their insights on 👇 The impact of generative AI on customer buying decisions and its uptake across industries, highlighted by AWS innovations Key business outcomes from Deloitte's GenAI use cases and the unique AWS-Deloitte partnership value Toyota’s approach to addressing its "impossible challenge" in the IT Supply Chain, strategic priorities surrounding GenAI and AI, and the business impact seen from collaborations with AWS and Deloitte…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Integration As An Accelerator for Innovation - Six Five On The Road at AWS re:Invent 24:26
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24:26Integrations are becoming more critical in today’s serverless environments. Host Jason Andersen is with Amazon Web Services ' Justin Callison , Director, Application Integration, and Bill Boora , Principle Worldwide Specialist, Serverless, for a conversation on the role of integration in accelerating innovation, highlighted by the recent launch of Amazon EventBridge + AWS Step Functions Private API. Tune into this episode of the Six Five On The Road at AWS re:Invent as they get into all things “application modernization” and 👇 Insights on the Amazon EventBridge + AWS Step Functions Private API launch announced at RIV Application integration on AWS, specifically focusing on the Private APIs launch and application modernization Exploration of how AWS tackles integration challenges, providing services and capabilities to assist in these efforts The benefits of empowering developers to build integration solutions Customer case studies showcasing the real-world impact of leveraging AWS integration services…
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The Six Five with Patrick Moorhead and Daniel Newman
1 From Proof of Concept to Production: How AWS re:Invent 2024 Strategic Partners are Shaping Enterprise IT - Six Five On The Road at AWS re:Invent 24:15
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24:15Generative AI is no longer just a playground for tech enthusiasts. Hosts Daniel Newman and Patrick Moorhead are joined by Amazon Web Services' Vice President, AI/ML Services & Infrastructure, Baskar Sridharan on this episode of Six Five On The Road at AWS re:Invent. They discuss the journey from proof-of-concept to full-scale production in enterprise IT with a focus on generative AI and strategic partnerships. Highlights Include: Great Expectations: The transition of generative AI applications from experimental stages to production and the evolving customer expectations of AI & data infrastructure Unified SageMaker: AWS is streamlining the journey from data to AI with their next-gen SageMaker platform, making it easier for businesses to build and deploy GenAI applications Cost Optimization: Model distillation and other innovations are making GenAI more affordable, with significant reductions in training and inference costs Data as a Differentiator: Your data is what makes your GenAI applications unique & AWS is providing powerful tools like Bedrock Knowledge Bases to help customers leverage data effectively Trust and Security: AWS is leading the way in responsible AI with its ISO 42001 certification, ensuring that your GenAI applications are built on a foundation of trust Real-world examples: How enterprise IT is leveraging AWS services to scale their generative AI applications effectively…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Dell Sustainable Data Center Services - Six Five On The Road at SC24 19:20
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19:20The explosion of AI is putting immense pressure on our data centers – which begs the question, can we keep the lights on? 💡Host David Nicholson is joined by Dell Technologies' Matt Liebowitz , Global Portfolio Lead, Multicloud Professional Services, Dell, on this episode of Six Five On The Road at SC24, to discuss Dell’s approach to this challenge with its Sustainable Data Center Services. Matt discusses the critical need for sustainability in data centers, driven by the surge in AI and the consequent energy demand, regulatory pressures, and organizational commitments to carbon neutrality. Tune in as they cover: The increased importance of sustainability in data centers due to rising AI demands, regulatory pressures, and energy costs Practical steps organizations can take toward more sustainable data center operations, including real-time power consumption monitoring and implementation of intelligent power and cooling management How Dell supports customers in achieving their sustainability goals for data centers with services like ProConsult Advisory and ongoing advisory support Dell’s unique approach to sustainable data centers, highlighting its service packages, partnerships with industry leaders, and commitment to innovation and customer support…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Navigating AI Networking Challenges with Dell's Design Services - Six Five On The Road at SC24 16:00
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16:00Networking is NOT an afterthought in AI. Get it wrong, and your AI initiatives could face serious bottlenecks and delays. Host David Nicholson is joined by Dell Technologies' Matt Liebowitz Portfolio Lead, Multicloud Professional Services on this episode of the Six Five On The Road at SC24 for a conversation on Dell's solutions to the challenges of AI networking. Their discussion covers: The unique challenges in networking for AI deployments and the necessity for redesigning traditional data centers How AI workloads differ fundamentally from traditional ones, emphasizing the significance of GPU connectivity and efficiency Dell's consultative approach to aiding customers through Design Services for AI Networking, highlighting partnerships and solutions tailored for AI networking complexity…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Dell AI Data Management Services - Six Five On The Road at SC24 19:07
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19:07There is no AI without data. Host David Nicholson is joined by Dell Technologies ' Global Portfolio Lead, AI, Apps & Data Services, Beth Williams on this episode of the Six Five On The Road at SC24. Beth and David discuss the importance of data in virtually any AI use case and how Dell is addressing the challenges of AI Data Management. Tune in for more on ⤵️ Data-related challenges organizations face when adopting AI, including: ✅ Managing massive data volumes ✅ Ensuring data quality ✅ Meeting AI-specific regulatory standards ✅ Adapting to the demands of AI development and deployment. Techniques and technologies organizations can adopt to address AI Data Management challenges Dell's Data Management Services, including optimization and implementation services for data cataloging and pipelines, and Dell's collaboration with leading technology providers to offer advanced data management for AI…
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The Six Five with Patrick Moorhead and Daniel Newman
1 The Future of Silicon Is Custom - Six Five at Marvell Industry Analyst Day 15:14
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15:14Tech giants are increasingly turning to custom silicon to power their AI ambitions – a shift that is rapidly reshaping the semiconductor industry. Heavy-weights like AWS, Google, Microsoft, and Meta, are aiming to enhance performance, conserve power, and stay ahead in the AI race. Host Patrick Moorhead is joined by guest Nigel Alvares , VP of Marketing at Marvell Technology , on this episode of Six Five On The Road at Marvell Industry Analyst Day to unpack the implications of this trend for the semi industry and how Marvell is navigating the future of custom silicon development. Tune in for these key takeaways: Hyperscalers are driving the demand for custom chips to optimize performance and power efficiency as Moore's Law slows Customization is happening across various devices, including CPUs, XPUs, CXL devices, and NICs Examples of chip customization in action, including projects from major players, showcasing the technological innovation driving the semiconductor market Marvell's role and strategies within the custom chip sphere, highlighting the importance of IP foundation, process technology advancements, partnerships, and IP flexibility The emerging trend of leveraging AI in Electronic Design Automation (EDA) to expedite design processes, cut costs, and democratize access to chip customization…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Scaling Up and Out for AI - Six Five at Marvell Industry Analyst Day 15:44
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15:44To scale up or to scale out? Discover why both are important for the future of AI. Host Patrick Moorhead is joined by Marvell Technology's Achyut Shah , SVP and GM, Connectivity, and Nick Kucharewski , SVP and GM, Network Switching at Marvell’s Industry Analyst Day, for a conversation on the seismic changes in AI infrastructure. As the digital world embarks on a major shift with the advent of new technologies, Marvell Technology is developing crucial technologies to support this transformation. Tune in for more on ⤵️ The concept of 'scale up' in technology development An exploration of 'scale out' and the enabling technologies that support this approach Insights into the driving forces behind the trends toward scale up and scale out, and their implications for the future AI infrastructure The potential of optical interconnect as a universal medium and Marvell's roadmap for its adoption Predictions on how these advancements could transform data center architectures and systems…
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The Six Five with Patrick Moorhead and Daniel Newman
1 How Custom HBM is Shaping AI Chip Technology - Six Five On The Road at Marvell Industry Analyst Day 15:30
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15:30How is the ever increasing AI demand and workloads affecting memory? Six Five is On The Road at Marvell Industry Analyst Day to answer just that. Hosts Patrick Moorhead and Daniel Newman are joined by Marvell Technology , Samsung Semiconductor , and SK hynix America executives— In Dong Kim , Sunny Kang , and Will Chu , for a conversation on the collaboration between Marvell, Samsung, and SK Hynix on custom high bandwidth memory (HBM) solutions, aimed at enhancing the processors driving accelerated infrastructure. This new approach to memory solutions is projected to increase memory capacity, optimize power usage, and reduce silicon waste, marking a significant advancement in the custom chip technology space. Their discussion covers: The collaboration between Marvell, Samsung Semiconductor, and SK hynix on developing custom HBM solutions The key benefits of custom HBM, including increased memory capacity and optimization of power and performance Insights into the customization process of HBM and how it delivers its advantages The impact of custom HBM on AI processors and projections for its market adoption The roadmap and future potential of custom HBM for various applications and industries…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Insights from Lenovo and Micron to Deliver Extreme Performance Computing - Six Five On The Road at SC24 15:25
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15:25Think super computing is a big deal? Try EXTREME computing. Host David Nicholson is joined by Lenovo’s Patrick Caporale , Distinguished Engineer and Chief I/O Architect, and Micron's Praveen Vaidyanathan , Vice President and General Manager, Micron Compute Products Group, on this episode of Six Five On The Road at SC24. They discuss the cutting-edge collaboration between Lenovo and Micron in advancing extreme performance computing. Their discussion covers: The necessity of high-performance servers for AI and HPC workloads and the role of innovative memory and cooling technologies in meeting these demands The collaboration between Lenovo and Micron, highlighting improved cooling technologies and the introduction of MRDIMM to enhance memory bandwidth capability Insights into the development of emerging memory, storage, and GPU technologies aimed at providing unprecedented AI and HPC performance How Lenovo's liquid-cooling technology (Neptune) differentiates from traditional air cooling solutions, supporting the integration of Micron’s advanced memory technologies The industry trends surrounding liquid cooling beyond AI and HPC, and how these innovations are paving the way for future computing environments.…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Accelerating Cloud Migration and Modernization: How AWS and Strategic Partners are Transforming Enterprise IT - Six Five On The Road at AWS re:Invent 25:21
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25:21As AI continues to take off – a talent gap persists. Host Dion Hinchcliffe is joined by Amazon Web Services ' Leo LaBranche , Director, Global Business Innovation on this episode of Six Five On The Road at AWS re:Invent. They look at how AWS and its partners are reshaping the landscape of AI in enterprise IT through strategic cloud migration, modernization efforts and upskilling existing workforces. Get their take on: The change from lift-and-shift to modernization: Enterprises are increasingly re-architecting or building cloud-native applications The talent gap: Upskilling existing workforces is crucial, and AWS is investing heavily in training and career path development IT Outsourcing (ITO) and Application Outsourcing (AO) in today's business environment Rethinking commercial constructs: How AWS is working with partners to develop more flexible models that enable modernization The C-Suite Perspective: CIOs should seek partners who can deliver tangible business outcomes, not just billable hours. AI is the next frontier: AWS's approach to partnerships in enhancing cloud migration and modernization AI is transforming how workloads are migrated, modernized, and managed.…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Ep. 243: Talking Adobe, Broadcom, Oracle, NVIDIA, Broadcom & Apple, Marvell, Lattice Semi 51:29
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51:29Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis. Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking: Adobe Q4FY24 Earnings https://x.com/danielnewmanUV/status/1867193602943631837 https://www.adobe.com/content/dam/cc/en/investor-relations/pdfs/11214202/a56sthg53egr.pdf https://finance.yahoo.com/news/adobe-inc-adbe-q4-2024-070108531.html Broadcom Q4FY24 Earnings https://finance.yahoo.com/news/broadcom-inc-announces-fourth-quarter-211500508.html https://x.com/danielnewmanUV/status/1867324836160450789 https://www.wsj.com/business/earnings/broadcom-revenue-surges-on-semiconductor-business-momentum-31bdb0ee https://seekingalpha.com/news/4386067-broadcom-releases-q4-results Oracle Q2FY25 Earnings https://x.com/PatrickMoorhead/status/1866582232389029997 https://x.com/danielnewmanUV/status/1866232631656120374 https://www.oracle.com/news/announcement/q2fy25-earnings-release-2024-12-09/#:~:text=Oracle%20Corporation%20(NYSE%3A%20ORCL),constant%20currency%2C%20to%20%2410.8%20billion. China Antitrust Probe Into NVIDIA https://x.com/danielnewmanUV/status/1866133215032774938 https://www.reuters.com/technology/china-investigates-nvidia-over-suspected-violation-antimonopoly-law-2024-12-09/ https://www.bloomberg.com/news/articles/2024-12-09/china-targets-nvidia-for-potential-breaches-of-anti-monopoly-law Broadcom & Apple Chip? https://x.com/danielnewmanUV/status/1866864685263237392 https://www.reuters.com/technology/apple-is-working-ai-chip-with-broadcom-information-reports-2024-12-11/ https://www.theregister.com/2024/12/12/apple_ai_chip_broadcom/ https://www.bloomberg.com/news/articles/2024-12-11/apple-is-working-on-ai-chip-with-broadcom-information-reports Marvell Industry Analyst Day https://x.com/PatrickMoorhead/status/1866574385789931707 https://x.com/PatrickMoorhead/status/1866548010668396971 https://x.com/danielnewmanUV/status/1866573189750591968 https://x.com/danielnewmanUV/status/1866532542347874313 https://x.com/danielnewmanUV/status/1866533287814197683 https://x.com/danielnewmanUV/status/1866546727182086641 https://x.com/danielnewmanUV/status/1866546317578866889 https://x.com/danielnewmanUV/status/1866543048722940170 https://x.com/danielnewmanUV/status/1866537849245536399 https://x.com/danielnewmanUV/status/1866531125948273059 https://investor.marvell.com/2024-12-10-Marvell-Announces-Breakthrough-Custom-HBM-Compute-Architecture-to-Optimize-Cloud-AI-Accelerators Lattice Semi Developer Conference https://x.com/PatrickMoorhead/status/1866927705423229335 https://www.stocktitan.net/news/LSCC/lattice-advances-low-power-fpga-leadership-with-new-small-and-mid-cviawj7vhp13.html https://www.businesswire.com/news/home/20241210483055/en/Lattice-Advances-Low-Power-FPGA-Leadership-with-New-Small-and-Mid-range-FPGA-Offerings Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.…
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The Six Five with Patrick Moorhead and Daniel Newman
1 10 Years of Amazon ECS: Powering a Decade of Containerized Innovation - Six Five On The Road at AWS re:Invent 16:59
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16:59What has a decade of containerized innovation meant for businesses? Host Keith Townsend is joined by Amazon Web Services' Nick Coult , Director of Product and Science, Serverless Compute on this episode of Six Five On The Road at AWS re:Invent for a conversation on the 10th anniversary of Amazon ECS and its impact on containerized innovation. Their discussion covers: - The impact of Gen AI on customer buying decisions across different industries - The uniqueness of the GenAI competency within AWS and its benefits for customers - A decade of evolution, milestones, and why customers prefer Amazon ECS - Key Amazon ECS innovations announced at re:Invent to meet customer needs - Future visions for Amazon ECS over the next decade…
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The Six Five with Patrick Moorhead and Daniel Newman
1 The Critical Role of High-Capacity Storage in AI - Six Five On The Road 35:25
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35:25Just 25 years ago SSDs were a mere 1 or 2 GB, faster forward to 2024 and we are at 122 TB! Now with AI's BIG dreams, they need seriously BIG storage to make them come true! Patrick Moorhead and Melody Brue are with Solidigm 's Dave Dixon and Greg Matson , for a special panel edition of Six Five On The Road. The group sits alongside industry leaders Chloe Jian Ma from ARM , Renen Hallak from VAST Data , Jacob Yundt from CoreWeave , Sophie Kane from Ocient , and Roger Cummings from PEAK:AIO for a conversation on the evolution of high-capacity storage and its pivotal role in AI's future. Highlights from the panel include: - The introduction of Solidigm's new 122TB drive and the implications of QLC-based high-cap SSDs in the AI realm - Tech transitions over the years from the era of minicomputers to GenAI, focusing on how each shift impacts the compute-memory-storage-networking spectrum - The challenges and solutions surrounding storage and data management for AI, and the critical need for power and space efficiency - How Solidigm and its partners are addressing the surging demand for energy-efficient AI infrastructures and the benefits of high-capacity SSDs and QLC technology - Forward looking thoughts on growth areas in AI, storage innovation, and the role of efficient data centers in sustainable technology advancement…
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The Six Five with Patrick Moorhead and Daniel Newman
1 The Future Of Cloud Marketplaces With Matt Yanchyshyn - Six Five On The Road at AWS re:Invent 19:59
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19:59What does the future have in store for cloud marketplaces and their essential role for hyperscalers? Matt Yanchyshyn , VP of Marketplace & Partner Services at AWS, joined host Dion Hinchcliffe on this episode of Six Five On The Road at AWS re:Invent to discuss the rapidly evolving world of cloud marketplaces. Key topics covered: The unprecedented growth of cloud marketplaces and the forces shaping their trajectory AWS Marketplace's strategic vision and its roadmap for the future The revolutionary "Buy with AWS" experience and its implications for commerce How GenAI is reshaping operations and creating new opportunities…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Exploring the Impact of High-Density Storage with Dell’s AI Factory - Six Five On The Road at SC24 15:53
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15:53Discover how Solidigm's solutions are revolutionizing AI infrastructure. On this episode of the Six Five On The Road at SC24, host K eith Townsend is joined by Avi Shetty , Sr. Director - AI Market Enablement & Partnerships at Solidigm for a conversation on the rapid advancements in artificial intelligence and the crucial role of high-density storage solutions. With the exponential increase in computing power necessitated by AI's growth, this discussion looks at the importance of infrastructure enabling AI applications to operate efficiently and effectively. Tune in for more on 👇 The evolution of AI demands and the significance of high-throughput, low-latency networks and deep learning models The impact of scalability problems on AI development and how Solidigm's high-density storage solutions address these challenges The benefits of high-capacity QLC SSDs, such as the 122TB Solidigm D5-P5336, in accelerating time-to-results and ensuring energy efficiency. The unique challenges posed by generative AI applications, including data access speed, volume, and format compatibility, and how high-density storage solutions can mitigate these issues An exploration of Dell PowerEdge XE servers and how they are optimized for Artificial Intelligence, Generative AI, and High Performance Computing, spotlighting Dell's comprehensive approach to AI solutions…
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The Six Five with Patrick Moorhead and Daniel Newman
1 The Importance of Data Quality and Open Architectures in AI Implementation - Six Five On the Road at AWS re:Invent 16:50
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16:50If you were AI, how would you reach your full potential? Check out this episode of Six Five On the Road at AWS re:Invent, where host Keith Townsend is joined by Qlik's Brendan Grady , General Manager, Analytics Business Unit, and Sam Pierson , SVP of Data Business Unit R&D Organization. Learn about the pivotal role of data quality and open architectures in realizing the full potential of AI technologies within organizations. Deep dive into this ⤵️ The essentiality of a robust data foundation as a precursor to AI adoption and the potential pitfalls in the absence of a solid data groundwork. Identifying the hallmarks of a dataset that is genuinely prepared for AI utilization. The significance of open architectures for AI implementations, including the risks of siloed systems in the evolving landscape of AI technology. Insight into how Qlik is assisting its clients to establish strong data foundations and spearhead successful AI projects, complemented by illustrative examples. Reflections on instances where AI initiatives have faltered and the strategies that could have steered these projects back on course.…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Lattice Nexus 2 Demo at Lattice Developers Conference 24 13:10
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13:10Could the Lattice Nexus make waves for other FPGA platforms? It boasts improvements to power efficiency, connectivity options, and security features in edge computing. Host Patrick Moorhead is joined by Lattice Semiconductor 's Deepak Boppana for a demo of the key innovations in the Lattice Nexus 2 platform on this episode of Six Five On The Road at Lattice Developers Conference 24. Watch the full video for more on: The innovative features and capabilities of the Lattice Nexus 2 platform Insights into Lattice Semiconductor's approach to addressing the evolving needs of developers The significance of Lattice Developers Conference 24 in showcasing leading-edge semiconductor technology Deepak Boppana's perspective on the future of semiconductor technology and its applications…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Six Five On The Road at Lattice DevCon 2024 - Deep Dive into Lattice's Growth and Innovations 18:29
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18:29Lattice Developers Conference Key Insights! What's the latest in Edge AI innovation from Lattice Semiconductor? Hosts Daniel Newman and Patrick Moorhead are joined by Lattice Semiconductor ’s CEO, Ford Tamer , Chief Strategy and Marketing Officer, Esam Elashmawi , and CVP of Product Marketing and Planning, Dan Mansur , for a conversation on Lattice Semiconductor’s strategic growth, key announcements, and unique market position in the Edge AI sector on this episode of Six Five On The Road at Lattice DevCon 2024. Highlights include ⤵️ Ford Tamer’s insights and experiences since joining Lattice. Lattice’s growth strategy and the strengths driving this growth. Key product announcements and solutions introduced at the DevCon. The unique position of Lattice FPGA’s in the burgeoning Edge AI market. An introduction to Nexus 2 and continued investment in small FPGAs.…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Cohesity and Veritas Sales Leaders on Forming the Largest Data Protection Provider - Six Five On The Road 17:30
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17:30Data protection…simplified? Hosts Patrick Moorhead and Daniel Newman are joined by Cohesity's CRO, Kit Beall and Veritas ’ EVP, Worldwide Field Operations, Brian Hamel to discuss the monumental merger of their enterprise data protection businesses from a sales, customer focus, and integration perspective on this episode of Six Five On The Road. Tune in to learn why this is big 👇 Unmatched Scale and Integration: they now offer unparalleled reach across the IT landscape, supporting 800+ data sources, 100+ operating systems, 1,400+ storage targets, and 60+ clouds – all through a single, unified platform Modernization Made Easy: Migrating to a modern data protection environment can be complex and costly. The team is committed to simplifying this process with streamlined tools and services, making it virtually "push-button" easy Customer-Centric Approach: No customer will be left behind, there will be support for existing environments while providing a clear path to modernize Innovation and Long-Term Vision: With increased engineering resources, they’ll continue to drive innovation and solutions to meet evolving customer needs…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Cohesity and Veritas Engineering Leaders Discuss Data Protection's Future - Six Five On The Road 21:20
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21:20Acquisition Close of @Cohesity & VeritasTechLLC - what’s next for customers? The future of data protection is customer-focused. Patrick Moorhead and Daniel Newman are joined by Cohesity 's Chief Development Officer, Srinivasan Murari , and Veritas ' EVP of Engineering, Deepak Mohan , on this episode of the Six Five On The Road, for a conversation on the completion of Cohesity's merger with Veritas’ enterprise data protection business and what it means for customers. Their discussion covers: How Cohesity and Veritas plan to ensure no customer is left behind post-merger and their commitment to support and innovate across all platforms Unmatched scale and support: Over 13,000 customers in 140+ countries, 300+ exabytes of data under management, and the largest partner ecosystem in the industry AI-powered future: Cohesity's leading AI capabilities will be a key differentiator, helping customers manage and protect their exploding data volumes Future market demands for Cohesity and Veritas, focusing on innovation, data protection as a cybersecurity measure, and the role of AI in managing expanding data volumes…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Acquisition Close! Cohesity and Veritas - World's Largest Data Protection Provider - Six Five On The Road 23:07
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23:07Will the Cohesity and Veritas merger usher in a new era in data security & AI? Hosts P atrick Moorhead and Daniel Newman are with Cohesity CEO, Sanjay Poonen for Six Five On The Road, where they dive into the merger between Cohesity and Veritas, highlighting the emergence of the world's largest data protection provider and what it means for the future. Hear more about ⤵️ - The strategic vision behind the merger between Cohesity and Veritas - The start of a new era in data protection, where security, AI, and customer-centricity converge - How this merger positions Cohesity in the data protection and management market - Future innovations in data protection technologies - Cohesity's roadmap post-merger…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Maximize Your Potential, Minimize Your Risk With AI - Six Five On The Road at AWS re:Invent 13:28
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13:28An AI tool that lets you CHAT with your data? Host Patrick Moorhead is with Cohesity's CTO, Dr. Craig Martell , for a conversation about the hype vs. reality of AI in data management and the surprising ways AI is ALREADY being used to protect your data (Think ransomware detection and sensitive data identification)! Catch Six Five On The Road at AWS re:Invent for more on: The impact of AI on Data Management and Cohesity's role in driving Data Insights The latest developments around Cohesity GAIA and what it means for enterprises Dr. Martell's predictions for AI in 2025, focusing on the importance of a pragmatic approach to AI development and application, especially concerning cybersecurity…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Ep. 242: We are Live! Talking AWS, Intel, Salesforce, Pure Storage, Synopsys, Marvell, HPE 1:03:26
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1:03:26Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis. Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking: AWS re:Invent 2024 https://x.com/PatrickMoorhead/status/1863979345372418331 https://x.com/PatrickMoorhead/status/1863981392930984272 https://x.com/PatrickMoorhead/status/1863984153684771003 https://x.com/PatrickMoorhead/status/1863985966714618127 https://x.com/PatrickMoorhead/status/1863986630366757279 https://x.com/PatrickMoorhead/status/1863982303375970766 https://x.com/PatrickMoorhead/status/1863996947553472603 https://x.com/PatrickMoorhead/status/1864000470928257310 https://x.com/PatrickMoorhead/status/1864006069518836008 https://x.com/PatrickMoorhead/status/1864069504449597624 https://x.com/PatrickMoorhead/status/1864661834328125951 https://x.com/danielnewmanUV/status/1864074108956553656 https://x.com/danielnewmanUV/status/1863978211815919882 https://x.com/PatrickMoorhead/status/1863613525169435007 https://x.com/PatrickMoorhead/status/1863613489631113383 https://x.com/danielnewmanUV/status/1863615476116455540 Intel CEO Departure https://x.com/PatrickMoorhead/status/1863589549491802538 https://x.com/PatrickMoorhead/status/1863634552884711910 https://x.com/PatrickMoorhead/status/1863718873394184612 https://x.com/CNBCOvertime/status/1863707562996011191 https://x.com/PatrickMoorhead/status/1863995991348985913 https://x.com/PatrickMoorhead/status/1864003775822000628 https://x.com/danielnewmanUV/status/1863591333115334797 https://x.com/danielnewmanUV/status/1863636053246067177 https://x.com/danielnewmanUV/status/1863785662149021870 https://x.com/danielnewmanUV/status/1864002966342213911 Pure Storage Q3FY25 Earnings https://x.com/PatrickMoorhead/status/1864118303599546864 https://x.com/danielnewmanUV/status/1864062565699006759 https://investor.purestorage.com/financial-information/quarterly-results/default.aspx https://www.investors.com/news/technology/pure-storage-stock-earnings-q3-2024-ai/ Salesforce Q3FY25 Earnings https://x.com/PatrickMoorhead/status/1864116557825364009 https://x.com/danielnewmanUV/status/1864059340082069950 https://www.salesforce.com/news/press-releases/2024/12/03/salesforce-announces-third-quarter-fiscal-2025-results/ https://www.cnbc.com/2024/12/03/salesforce-crm-q3-earnings-report-2025.html Synopsys Q4FY24 Earnings https://x.com/PatrickMoorhead/status/1864509615230341404 https://x.com/danielnewmanUV/status/1864446576493764961 https://news.synopsys.com/2024-12-04-Synopsys-Posts-Financial-Results-for-Fourth-Quarter-and-Fiscal-Year-2024#:~:text=Revenue%20for%20the%20fourth%20quarter,billion%20in%20fiscal%20year%202023.&text=Synopsys%20headquarters%20in%20Sunnyvale%2C%20Calif https://www.prnewswire.com/news-releases/synopsys-posts-financial-results-for-fourth-quarter-and-fiscal-year-2024-302322901.html Marvell Q3FY25 Earnings https://x.com/danielnewmanUV/status/1864102441467191465 https://x.com/PatrickMoorhead/status/1864120274293281037 https://investor.marvell.com/2024-12-03-Marvell-Technology,-Inc-Reports-Third-Quarter-of-Fiscal-Year-2025-Financial-Results https://finance.yahoo.com/news/q3-2025-marvell-technology-inc-144042859.html HPE Q4FY24 Earnings https://x.com/PatrickMoorhead/status/1864781487251558517 https://www.businesswire.com/news/home/20241205728686/en/Hewlett-Packard-Enterprise-Reports-Fiscal-2024-Fourth-Quarter-Results https://www.barrons.com/articles/hp-enterprise-hpe-stock-price-earnings-74ea7a90 https://www.gurufocus.com/news/2625131/hewlett-packard-enterprise-co-hpe-reports-q4-revenue-of-85-billion-eps-of-099-surpassing-estimates Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Qualcomm, Ericsson, AT&T Moves Shine Spotlight on IoT - Six Five Webcast: The 5G Factor 28:58
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28:58On this episode of the Six Five Webcast - The 5G Factor, we dive deep into why companies like Qualcomm, Ericsson, and AT&T are making significant moves to advance and scale the Internet of Things (IoT) across the 5G ecosystem. Hosts Ron Westfall and Tom Hollingsworth share their expert analysis on the competitive landscape implications of recent developments within the sector. Their discussion covers: Qualcomm's Investor Day revelations about their new IoT strategy, focusing on creating scalable blueprints to foster industry-wide solutions. Ericsson's emphasis on private 5G networks to address the unique needs of the Oil and Gas industry, highlighting the shortcomings of Wi-Fi in IoT connectivity. AT&T's decision to decommission its narrowband Internet of Things (NB-IoT) network by 2025 and its implications for alternative technologies like 5G Redcap, LTE-M, and LoRa. The competitive dynamics Verizon and T-Mobile are creating with their continued investment in NB-IoT offerings. Potential future trends in the 5G and IoT landscape, reflecting on the moves made by Qualcomm, Ericsson, and AT&T.…
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The Six Five with Patrick Moorhead and Daniel Newman
1 One-on-One with Sanjay Poonen at AWS re:Invent - Six Five On The Road 17:50
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17:50RAG is revolutionizing data protection and Cohesity is driving it forward to pull insights from secondary data. Host Patrick Moorhead is joined by Cohesity's President & CEO, Sanjay Poonen , on this episode of the Six Five On The Road at AWS re:Invent. They discuss the intersection of cybersecurity, innovation, and the future landscape of the tech sector. Tune in for more on ⤵️ The future of data protection, AI, and the $7 BILLION Veritas acquisition Emerging trends for 2025: IPO, M&A activities, AI regulation, and investment changes The current M&A climate of within the security sector The 5 S's of data strategy: Sanjay shares his framework for building a winning data strategy: Speed, Scale, Security, Simplicity, and Smart (AI) The critical role of cyber resilience in ensuring business continuity, informed by Cohesity’s Global Cyber Resilience report findings The data goldmine: The importance of not just protecting data (defense), but also using AI to unlock its full potential (offense). Think "Snowflake meets Palo Alto" 🔒💡…
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The Six Five with Patrick Moorhead and Daniel Newman
1 A Decade of AWS Lambda—Leading the Future of Serverless Computing - Six Five On The Road at AWS re:Invent 17:08
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17:08Join us on a serverless computing journey! Host Keith Townsend is with Amazon Web Services ' Usman Khalid , Director, AWS Lambda on this episode of Six Five On The Road at AWS re:Invent. They look at a decade of evolution and what’s in store for the future of serverless computing with AWS Lambda. Tune in for details 👇 A reflection on a decade of AWS Lambda, highlighting major innovations and milestones that are changing the game for developers Recent enhancements in AWS Lambda that elevate the developer experience and streamline application development, particularly leading up to AWS re:Invent An overview of the AWS Serverless Vision and its implications for the future of cloud computing Insights on the integral role of security in AWS Lambda and its importance in serverless computing A look ahead at the future progression of AWS Lambda and serverless technologies, focusing on scalability, developer efficiency, and the continuous simplification of cloud computing infrastructure…
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The Six Five with Patrick Moorhead and Daniel Newman
1 The Science behind AWS GenAI - Six Five On The Road at AWS re:Invent 16:39
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16:39How is AWS making generative AI more accessible and cost-effective? Jason Andersen , Vice President and Principal Analyst, Moor Insights & Strategy is joined by Amazon Web Services ' Sherry Marcus , Director, Bedrock Science for a look at the science powering AWS's GenAI capabilities on this episode of Six Five at AWS re:Invent. Tune in for details on ⤵️ AWS's internal best practices for building and deploying GenAI capabilities for their customers The role of data science in providing a scalable, secure, and resilient three-layer stack for GenAI at AWS The strategic focus on multi-agent collaboration and model distillation within Amazon Bedrock to facilitate the creation of high-accuracy, low-latency AI models at reduced costs Insights into AWS's process for starting GenAI projects, selecting models for distillation, and the importance of autonomous agents in the future of GenAI An overview of how model routing enhances AWS's GenAI offerings, ensuring efficiency and effectiveness in the deployment of AI solutions…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Broadcom AI Tales from the Lab - Six Five On The Road at SC24 13:25
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13:25Feel like tech is passing you by? Think again! 💾 Broadcom’s Kim Leyenaar , Principal Performance Architect, and host David Nicholson share a conversation on Six Five On The Road at #SC24 about the surprising relevance of "old school" storage tech like RAID controllers in AI infrastructure. They highlight the critical role of infrastructure in AI performance from power requirements to liquid cooling and insights from Broadcom’s AI Labs. Tune in for more on these key topics: AI is a team sport: GPUs, CPUs, networking, and storage all play a crucial role Broadcom's commitment to open, power-efficient, and scalable solutions The cutting-edge AI research happening within Broadcom's labs Kimberly Leyenaar's journey and insights as a Principal Performance Architect The collaboration between Broadcom and its technology partners like Dell Technologies Future directions for AI research and applications in the tech industry…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Earnings Season: Lenovo, Cisco, Kyndryl, Plus What to Know About LLMs - Six Five Webcast Infrastructure Matters 30:24
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30:24On this episode of the Six Five Webcast Infrastructure Matters, hosts Dion Hinchcliffe and Camberley Bates share a conversation on critical insights from the recent earnings season, including notable updates from Lenovo, Cisco, and Kyndryl, alongside a deep dive into the latest developments in Large Language Models. Their discussion covers: Key takeaways from the latest earnings season for major tech giants Updates and highlights from NetApp, Pure, and Veeam announcements Insights from the CIO Insight Study, focusing on what CIOs need to know about LLMs A look at the LLM performance leaderboard, understanding the bigger picture…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Wrapping Up Adobe MAX - Six Five Webcast Enterprising Insights 31:08
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31:08On this episode of the Six Five Webcast Enterprising Insights, host Keith Kirkpatrick shares his insights on Adobe MAX - the company's annual conference that unveils new product innovations tailored for the creative community. This discussion covers: Highlights from Adobe MAX and key product updates The introduction of new AI and generative AI capabilities in Creative Cloud applications, including Photoshop and Premiere Pro The critical importance of adhering to responsible AI development principles, especially regarding IP and licensing for commercial applications Adobe's dedicated approach to incorporating customer feedback into its ongoing innovation efforts, ensuring it remains at the forefront of the creative software industry…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Industry Firsts Insights on Dell PowerEdge XE9680 with Intel Gaudi 3 - Six Five On The Road at SC24 14:03
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14:03Dell Tech, Intel, and Metrum AI – an AI dream team? Host David Nicholson is with Dell Technologies ' Manya Rastogi and Metrum AI 's Steen Graham for Six Five On The Road at SC24 to discuss the groundbreaking potential of the Dell PowerEdgeXE9680 server, featuring Intel Gaudi 3 technology. Their discussion covers: The collaboration between Dell Tech, Intel, and Metrum AI in developing the PowerEdge XE9680 Unique features and benefits of the PowerEdge XE9680 for AI and high-performance computing applications The role of Intel Gaudi 3 accelerators in enhancing #ML workloads Insights into Metrum AI's integration and application experiences with the new server Thoughts on future technologies and trends in the AI and computing space…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Advanced AI with Power Edge XE9680 and AMD Instinct MI300X: AI Agents in Action - Six Five On the Road at SC24 15:59
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15:59AI agents are no longer a futuristic concept. They're here today, automating tasks, analyzing logs, and even making recommendations. Host David Nicholson is with Dell Technologies ' Delmar Hernandez and Metrum AI 's Steen Graham for this episode of Six Five On the Road at SC24. Tune in as they discuss how Metrum AI is pioneering the integration of AI agents in industry using the PowerEdge XE9680 with AMD Instinct MI300X. Their discussion covers: The innovative features of the PowerEdge XE9680 and AMD Instinct MI300X Real-world applications of AI agents in various industries, including healthcare The collaboration between Dell Technologies and Metrum AI in advancing AI technology Insights into future AI trends and developments The importance of hardware and software synergy to maximize AI capabilities…
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The Six Five with Patrick Moorhead and Daniel Newman
1 The Future of Dense Compute - Six Five On The Road at SC24 19:20
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19:20The future of dense compute is HERE! Host David Nicholson and Armando Acosta , Director of HPC Product Management at Dell Technologies , discussed the challenges of skyrocketing power demands, the need for standardization in liquid cooling, and how Dell is leading the charge with innovative solutions like external power shelves for maximum performance. 📻Tune into this episode of Six Five On The Road at #SC24 to hear about some of the mind-blowing advancements in #AI infrastructure including: 🤯 480-kilowatt racks (yes, you read that right!) 🌊 The rise of direct liquid cooling (and why #Dell is going hybrid) 🔮 A glimpse into the next 5 years of #datacenter evolution…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Ep. 241: We are Live! Talking NVIDIA, Microsoft, Qualcomm, OpenText, Meta 49:02
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49:02Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis. Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking: NVIDIA Q3FY25 Earnings https://x.com/danielnewmanUV/status/1859054710491365867 https://x.com/danielnewmanUV/status/1859013212626108520 https://x.com/PatrickMoorhead/status/1859397014338892095 https://x.com/CNBCOvertime/status/1859349472599474481 https://x.com/danielnewmanUV/status/1859393459741655242 https://x.com/danielnewmanUV/status/1859436038189351183 https://x.com/danielnewmanUV/status/1859420999105773896 https://x.com/danielnewmanUV/status/1859347077303763053 https://x.com/PatrickMoorhead/status/1859213594774135222 https://x.com/PatrickMoorhead/status/1858583013946187905 https://x.com/danielnewmanUV/status/1858996150529118265 https://x.com/danielnewmanUV/status/1858697224932250009 https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-third-quarter-fiscal-2025 Microsoft Ignite 2024 https://x.com/PatrickMoorhead/status/1858907904578924830 https://x.com/PatrickMoorhead/status/1858899059211157956 https://x.com/PatrickMoorhead/status/1858889210595291275 https://x.com/PatrickMoorhead/status/1858887218426736768 https://x.com/PatrickMoorhead/status/1858885264753508398 https://x.com/PatrickMoorhead/status/1858886016678912197 https://x.com/PatrickMoorhead/status/1858883618594050374 https://x.com/PatrickMoorhead/status/1858875559263994352 https://x.com/PatrickMoorhead/status/1858881947163885917 https://x.com/danielnewmanUV/status/1858874592837665149 https://x.com/danielnewmanUV/status/1858879156164980803 https://x.com/danielnewmanUV/status/1858877810443464713 https://x.com/danielnewmanUV/status/1858877492901110183 https://x.com/danielnewmanUV/status/1858875571947630931 https://x.com/danielnewmanUV/status/1858876642673721658 https://x.com/RobKramer_Data/status/1859595440821551119 OpenText World 2024 https://blogs.opentext.com/opentext-world-2024-information-reimagined-2/ https://www.intelligentcio.com/north-america/2024/11/18/opentext-world-2024-unites-industry-leaders-to-tackle-ai-and-information-management/ https://blogs.opentext.com/embrace-ai-knowledge-work-with-cloud-editions-ce-24-4/ Qualcomm Investor Day https://x.com/danielnewmanUV/status/1859253811954459076 https://x.com/danielnewmanUV/status/1858955109113471278 https://x.com/danielnewmanUV/status/1858872279221829725 https://x.com/anshelsag/status/1858983762320912724 https://x.com/anshelsag/status/1858983446347186670 https://x.com/anshelsag/status/1858982486862348714 https://x.com/anshelsag/status/1858981996376322132 https://x.com/anshelsag/status/1858980545876947131 https://x.com/anshelsag/status/1858980299599999391 https://x.com/anshelsag/status/1858980205790163317 https://x.com/anshelsag/status/1858967357148065930 https://x.com/anshelsag/status/1858970486941819134 https://x.com/anshelsag/status/1858972168161566895 https://x.com/anshelsag/status/1858972739274764512 https://x.com/anshelsag/status/1858974442409652442 Clara Shih Joins Meta, Departs Salesforce https://x.com/PatrickMoorhead/status/1859420130993676332 https://www.bizjournals.com/dallas/bizwomen/news/latest-news/2024/11/clara-shih-meta-business-ai-salesforce.html https://finance.yahoo.com/news/meta-hires-salesforce-ai-ceo-121652963.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAJpQvcuN74hvyRnTUyDFWaJS2MJJGmjwzD_92TrTyZj2R5PCKkrxYfqGguZCIdE0K37bX5V752FrR6qL1-BLDIxNGvUJ-mrdSAsHCPo79XLsG3H4Fv5Zr6_rDkM8y6pb0ON_EzIor8h8tVb_giEKEwCHB9vNaQciY3V7LIFjt3mx https://www.investors.com/news/technology/meta-hires-former-salesforce-ai-boss-for-big-step-in-enterprise / Microsoft’s New Silicon https://x.com/PatrickMoorhead/status/1858889210595291275 https://x.com/danielnewmanUV/status/1858883908055515426 https://x.com/danielnewmanUV/status/1858684343796785344 https://x.com/danielnewmanUV/status/1858884152923144318 https://x.com/PatrickMoorhead/status/1858885264753508398 Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.…
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The Six Five with Patrick Moorhead and Daniel Newman
1 From Early Stage To Unicorn & Beyond - Six Five Media at Microsoft Ignite 16:08
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16:08Microsoft’s AI ecosystem is on fire and startups are the fuel 🔥The Six Five Media at Microsoft Ignite wraps up the week with hosts Patrick Moorhead and Daniel Newman where they’re joined by guests Annie Pearl from Microsoft Azure , Ross Kennedy from Microsoft , and Adriano Koshiyama from Holistic AI for a comprehensive discussion on the transformative role of generative AI (GenAI) in the startup ecosystem and how Microsoft propels startups from their early stages to becoming unicorns and beyond. Their discussion covers: The significant impact of generative AI in driving innovation among startups and Microsoft's support through programs like Microsoft for Startups How their go-to-market support is a game-changer for startups AND established companies The differences between unicorns, public digital natives, smaller startups, and Microsoft's tailored approach to nurturing their growth The importance of responsibly building AI solutions and Microsoft's commitment to enabling ethical AI development HolisticAI’s mission championing governance and the synergy with Microsoft in progressing towards responsible AI utilization Insights and advice on adopting generative AI solutions for startups and digital natives aiming for impactful growth…
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The Six Five with Patrick Moorhead and Daniel Newman
1 The New Tier 0 from Hammerspace - Six Five On The Road at SC24 15:53
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15:53✨What’s the top speed “holy grail” in tiered storage hierarchy? Tier 0! Host David Nicholson is joined by Hammerspace's Molly Presley , Senior Vice President of Global Marketing to discuss how Hammerspace is unlocking the power of unused NVMe storage in existing GPU servers, creating a massive, high-performance data pool for AI workloads. Their discussion covers: - The concept and technology behind The New Tier 0 - Hammerspace's approach to addressing modern data challenges - Insights into the future roadmap for Hammerspace and its technologies - How The New Tier 0 translates to faster checkpoints, increased GPU utilization, and significant cost savings - Real-world applications and benefits for organizations adopting The New Tier 0…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Highlights from The Futurum Group’s Mitch Ashley at OpenText World 2024 Las Vegas - Six Five On The Road 6:55
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6:55OpenText World '24 = entering a new era of human potential. The Futurum Group's Mitch Ashley , VP and Practice Manager, DevOps and Application Development, shares his analysis and recaps some key takeaways from OpenText World 2024 in Las Vegas. 📻Tune in for Mitch’s insights on: Innovations in DevOps and Application Development Multi-cloud solutions to connect information silos AI agents automating tasks & boosting productivity Titanium X platform powering the next generation of OpenText apps Commitment to security with data masking and biometrics The Futurum Group's perspective on the future of technology…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Building highly performant AI Apps with Microsoft’s extensible AI platform - Six Five On The Road at Microsoft Ignite 15:18
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15:18Find out why leading AI companies Pinecone and Weights & Biases are joining forces with Microsoft to empower developers and drive innovation. This episode of Six Five On The Road at Microsoft Ignite features Microsoft's Mike Hulme General Manager, Digital Apps and Innovation, Azure, Chris Van Pelt , Co-founder & CISO at Weights & Biases, and Lauren Nemeth , Chief Operating Officer at Pinecone with host Daniel Newman for a conversation on utilizing Microsoft's Azure AI Platform to build high-performance AI applications. Their discussion covers: The extensive Azure AI toolchain including frameworks, databases, and LLM observability from leading ISVs Azure Native Integrations enhancing the developer experience with ISV services seamlessly in Azure The strategic partnership between Microsoft, Weights & Biases, and Pinecone to simplify AI app development The growing trend and Microsoft’s strategy in partnering with ISVs to bolster AI solution offerings How Pinecone and Weights & Biases aim to drive optimal outcomes through their Microsoft partnership…
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The Six Five with Patrick Moorhead and Daniel Newman
1 What's New with Azure AI at Ignite 2024 - Six Five On The Road at Microsoft Ignite 20:25
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20:25Catch the latest updates in this episode of Six Five On The Road at Microsoft Ignite. Hosts Patrick Moorhead and Daniel Newman are joined by Microsoft 's Asha Sharma and Sarah Bird , for a conversation on new developments in Azure AI and its impact on developing generative AI applications. Tune in as they cover 👇 The Azure AI ecosystem for developers The evolution of generative and multimodal AI over the past year Azure’s solutions to customer needs and challenges building #GenAI apps Key announcements from Ignite, including Azure AI Foundry Strategies for building consumer trust in AI usage and the future of AI agents…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Driving AI Powered Innovation on Azure - Six Five On The Road 18:36
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18:36🚨The Azure AI Foundry could be a game-changer for developers, IT pros, and AI engineers. Hosts Patrick Moorhead and Daniel Newman are joined by Microsoft's Scott Guthrie , EVP, Cloud+AI, for a conversation on how Microsoft Azure is driving value for customers by streamling AI app development and management, plus the latest announcements at Microsoft Ignite 2024. Watch for more details on 👇 The value customers are finding in building AI applications on Azure across various industries Microsoft's commitment to empowering organizations to develop, manage, and scale AI applications with ease and security Insights into the evolving role and challenges of developers in the AI space, including the impact of tools like GitHub Copilot A look at the significance of Azure AI Foundry for simplifying AI app development and enhancing operational efficiency for IT professionals Microsoft’s approach to ensuring security and trust in AI applications, including new Azure VMs optimized for AI workloads and innovative security features…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Build and Scale Your AI Apps on Azure’s App and Infrastructure Platform - Six Five On The Road 25:38
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25:38In this new Age of AI, enterprises now face unique challenges running AI apps in production. Hosts Patrick Moorhead and Daniel Newman are joined by Microsoft Azure 's Jeremy Winter Chief Product Officer and CVP, Azure Core, and Rani Borkar , Corporate Vice President, Azure Hardware Systems & Infrastructure at Microsoft for this episode of Six Five On The Road. 📻Tune in to learn how Azure is paving the way for businesses to deploy and scale AI applications effectively. Their discussion covers: Innovations across Azure's app and infrastructure platform to aid businesses in scaling AI applications The seamless developer experience provided by the integration of Azure's app and infrastructure stack The role of Azure’s custom silicon portfolio and industry partnerships in offering more choices to customers The vital components beyond managing AI workflows, model selection, and performance for AI app scaling Insights from Microsoft Ignite about Microsoft's approach to application and infrastructure for AI…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Rack-scale Compute & Rack-scale Management - Six Five On The Road at SC24 16:07
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16:07The complexity of rack-scale AI infrastructure is staggering, but Dell's expertise and build-to-order approach make it manageable. Host David Nicholson is joined by Dell Technologies ' Eric Kuzmack , Senior Product Planner, AI Compute Systems, on this episode of the Six Five On The Road at SC24, for a conversation on the latest in rack-scale compute and management innovations. Here's the TL;DR: Forget DIY. These racks are packing 130 horsepower and need serious liquid cooling. We're talking 3,000 lbs of hardware with complex network and cooling interconnects. Data centers need a MAJOR upgrade. Legacy facilities often lack the power, cooling, and even door size (!) to handle these beasts. Dell is leading the charge with customizable rack-scale solutions. They're helping enterprises design bespoke AI pods tailored to their exact needs and future growth.…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Enterprise-Grade Everywhere - Six Five Podcast 15:28
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15:282024 was a big year for enterprise cybersecurity incidents but SMBs are not immune from these attacks. Shira Rubinoff is joined by Jason Rolleston , VP & GM at Broadcom’s Enterprise Security Group on this episode of Six Five On The Road. They discuss Symantec by Broadcom and Carbon Black by Broadcom and the shifting dynamics of cybersecurity in the current digital age, particularly for small and mid-sized businesses. Highlights include: The sophisticated cyber threats that target large enterprises, resulting in substantial financial losses as well as disruption to organizations and critical services The changing landscape of cybersecurity threats targeting small and mid-sized businesses The critical importance of robust, foundational security measures in protecting against sophisticated cyber-attacks…
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The Six Five with Patrick Moorhead and Daniel Newman
1 AWS and GitLab Announce Integrated AI Offering - Six Five Media at AWS re:Invent 20:26
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20:26Exciting news from AWS re:Invent! GitLab and AWS are joining forces to supercharge AI-powered software development! 💻 Host Daniel Newman is joined by GitLab's Ashley Kramer , Interim CRO and CMSO on this episode of Six Five Media at AWS re:Invent, to discuss the groundbreaking announcement from GitLab and AWS bringing together the power of GitLab Duo and Amazon Q to create a seamless developer experience that streamlines DevSecOps workflows and accelerates secure software delivery. 📻Tune in for a first look at: An overview of the integrated AI offering by AWS and GitLab, aimed at accelerating software development and enhancing security The synergy between GitLab Duo and Amazon Q, providing a seamless AI-powered developer experience for DevSecOps workflows The significance of this partnership and its benefits for customers in delivering secure software faster Insights into the challenges of fragmented software development lifecycles and how GitLab Duo with Amazon Q addresses these issues Expectations for the evolution of AI in software development by 2025…
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The Six Five with Patrick Moorhead and Daniel Newman
1 AI & Us: Insights, Predictions, and Strategies for 2025 21:56
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21:56Are you an #AI skeptic? Find out why Dell Technologies and MIT Media Lab are optimistic about the future of AI. Host David Nicholson is joined by #Dell’s CTO & CAIO, John Roese , and MIT Media Lab’s Director, Dr. Dava Newman , for Part 1 of Dell’s new series: AI & Us.They discuss predictions and preparations for AI and the importance of human-centered design, transparency, and trust. 📺Tune in for: The evolution of AI technologies and their expected impact on society and industry by 2025 Insights into the most exciting areas of AI research and development at Dell and MIT It's not just about speed, but a qualitative shift in how we integrate technology into our lives The quest for AGI will continue alongside practical applications of AI to improve existing processes Gen AI is just the beginning. Get ready for Gen Bio, large nature models, and AI-powered breakthroughs in healthcare and beyond Governance is crucial. We need a collaborative approach with public-private partnerships to ensure AI is ethical, responsible, and benefits everyone AI for good. AI’s potential to address complex global issues like climate change and revolutionize healthcare and education…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Empowering Businesses with Scalable Custom Supercomputing Solutions - Six Five On The Road 15:10
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15:10In a world increasingly driven by AI access to high-powered computing is seeing unprecedented demand. Host Keith Townsend is joined by Dell Technologies' Director of Product Management, Saurabh Kapoor and Hot Aisle's CEO, Jon Stevens for this episode of Six Five On The Road at SC24. They share thoughts on empowering businesses with scalable custom supercomputing solutions. Tune in for more on 👇 Democratizing access to supercomputing: Hot Aisle is making top-tier GPU compute available to everyone, not just the hyperscalers. Think hourly rentals and low-level hardware access for devs. Simplifying AI infrastructure: Dell's AI Factory is a game-changer, offering a flexible, open architecture with a choice of GPUs, NICs, and connectivity options. Plus, they're championing open standards like SONiC, bringing hyperscaler-level networking to the enterprise. Solving the AI talent shortage: Dell provides expert services and training to empower businesses with the knowledge they need to succeed in AI. Hot Aisle fosters a developer ecosystem that drives innovation and collaboration.…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Building AI Fabrics with Dell PowerSwitch and Broadcom Thor 2 - Six Five On The Road at SC24 17:15
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17:15AI workloads are exploding. Is your network ready? David Nicholson is joined by Dell Technologies ' James Wynia , Director Product Management Networking, and Broadcom's Hemal Shah on this episode of Six Five On The Road at SC24 for a discussion on the INSANE speeds and feeds driving the future of AI and supercomputing ⚡ Their discussion covers: Building AI fabrics with Dell PowerSwitch and Broadcom Thor 2 The collaboration between Dell and Broadcom to advance AI infrastructure Key features of the Dell PowerSwitch and Broadcom Thor 2 and their impact on AI workloads Challenges & solutions in scaling AI operations Insights into the future of AI infrastructure and networking technologies Best practices for deploying AI fabric in varied enterprise environments…
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The Six Five with Patrick Moorhead and Daniel Newman
1 The Power of Power and Cooling - Six Five On The Road at SC24 17:29
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17:29Megawatt Racks? It's not science fiction! Host Keith Townsend is with Dell Technologies ' Tim Shedd , Engineering Technologist, Office of the CTO, on this episode of Six Five On The Road at SC24. Tim dropped some of his insights & knowledge about the future of data center power and cooling. Their discussion covers: The rise of liquid cooling The evolving demands on power and cooling systems in current computing environments Power-dense rack infrastructure Dell Technologies' innovative approaches to energy efficiency and sustainability Insights into future trends and technologies for power and cooling optimization Bridging the adaptation gap by providing solutions for both air-cooled and liquid-cooled environments…
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The Six Five with Patrick Moorhead and Daniel Newman
1 How to Control Cloud Costs for GenAI Tools and Reinvest for Growth - DevOps Dialogues 29:11
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29:11Can AI be used to control cloud expenses? Host Mitch Ashley is joined by DoiT 's Eduardo Mota and Weaviate 's Jobi George on this episode of DevOps Dialogues, for a conversation on how companies can manage their cloud expenditures in the context of GenAI tool utilization and strategize reinvestment for growth. Their discussion covers: The intricate cost relationship between cloud architecture and GenAI, highlighting the importance of expert partnerships in developing effective AI solutions Utilizing data as a competitive advantage, from leveraging existing datasets to enhancing them through transformations or graph database conversions A comparative analysis of RAG (Retrievable Augmented Generation) versus Agents in reducing hallucinations and costs while optimizing efficiency Evaluating ROI for AI-driven projects, considering aspects like end-user payment, competitive differentiation, and operational efficiencies The role of managed services in the initial stages of cloud transition, and advanced strategies such as fine-tuning, distillation, or quantizing a model for growth…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Lenovo Powers Kempner’s Mission to Advance AI Research - Six Five On The Road at SC24 14:54
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14:54🎓 Lenovo & Harvard have their thinking caps on. On this episode of the Six Five On The Road at SC24, hosts Keith Townsend and David Nicholson speak with Lenovo's Dana Ryan , Head of North America Infrastructure Solutions Group, and Max Shad , Senior Director of AI ML Research Engineering at the Harvard University Kempner Institute . They discuss the groundbreaking work Lenovo and the Kempner Institute are doing to advance artificial intelligence in enterprise data. Get the full scoop on ⤵️ The impact of Lenovo's liquid cooling technology on AI research efficiency and environmental sustainability The pioneering AI research at Harvard's Kempner Institute, working towards understanding the foundations of both natural and artificial intelligence The significant funding and resources behind Kempner AI, including Lenovo's advanced liquid-cooled ThinkSystem gear The potential of liquid cooling technology in transforming data centers across industries for better performance and eco-friendliness Predictions on how AI advancements will influence everyday life and society in the next decade…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Digital Reality: Bringing AI to Enterprise Data with Lenovo - Six Five On The Road at SC24 18:59
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18:59How can you future-proof your collocation? Start by combining advanced AI hardware with global data center capabilities. On this episode of Six Five On The Road at SC24, hosts Keith Townsend and David Nicholson are joined by Lenovo's CMO Flynn Maloy and Digital Realty's Chief Executive of Alliances - Global Sales, Seamus Matthews for a conversation on how their collaboration addresses the increasing demand for #AIinfrastructure and sustainable data center solutions. Watch the full video for more on 👇 The strategic partnership between Lenovo and Digital Realty to bring advanced AI hardware and global data center capabilities to enterprises, optimizing AI deployment sustainability and efficiency How Digital Realty's colocation services and infrastructure solutions support the scalability of global IT operations along with the integration of hybrid cloud and AI technologies Lenovo's advancements in cooling technologies and infrastructure to meet the demands of next-generation AI processing units, focusing on sustainable data center operations Lenovo Neptune® Liquid Cooling technology within Digital Realty's colocation services for high-density workloads and sustainable operations…
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The Six Five with Patrick Moorhead and Daniel Newman
1 SharonAI: Revolutionizing Conversations with Advanced AI - Six Five On The Road at SC24 16:42
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16:42How is Sharon AI adapting its GPU-as-a-service offerings for organizations of all sizes? On this episode of the Six Five On The Road at SC24, hosts Keith Townsend and David Nicholson are joined by Lenovo's Sinisa Nikolic and Sharon AI 's Andrew Leece for a conversation on how SharonAI, a leading GPU-as-a-service provider along with Lenovo 's innovative technology, is driving the AI research boom. Catch the full into this episode and: Discover how Sharon AI differentiates itself with its cutting-edge, informative, and engaging conversation capabilities Learn how Sharon AI is optimizing its infrastructure for high-performance computing (HPC), serving higher education, research, and now expanding into enterprise and government sectors Learn about the critical role of Lenovo's TruScale in enabling Sharon AI's rapid and capital-efficient scaling Explore the exciting advancements in water-cooling technology and its impact on data center sustainability and performance Get details on how Lenovo TruScale has powered SharonAI's offerings and what future developments to anticipate from the company…
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The Six Five with Patrick Moorhead and Daniel Newman
1 CIO / CTO AI Insights Plus Show and Earnings Coverage - Six Five Webcast Infrastructure Matters 30:49
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30:49On this episode of the Six Five Webcast Infrastructure Matters, hosts Keith Townsend , Camberley Bates , and Dion Hinchcliffe discuss AI's strategic implications for CIOs and CTOs, alongside a comprehensive analysis of recent earnings reports within the tech sector. Their discussion covers: The strategic importance of AI implementation for CIOs and CTOs. A detailed breakdown of the latest earnings reports from leading tech companies. Predictions for future technology trends based on current earnings. Insight into how businesses can leverage AI for competitive advantage. Challenges and opportunities presented by AI in the current tech landscape.…
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The Six Five with Patrick Moorhead and Daniel Newman
1 How To Easily And Quickly Migrate Oracle Database Workloads To AWS - Six Five On The Road at AWS re:Invent 17:01
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17:01The Oracle-AWS partnership is revolutionizing the way businesses migrate and modernize their Oracle Database workloads. 🤝 Hosts Daniel Newman and Patrick Moorhead are with Oracle's Karan Batta , SVP, Oracle Cloud Infrastructure for Six Five On The Road at AWS re:Invent, to discuss the strategies and benefits behind this pivotal Oracle-AWS partnership, focusing on leveraging Oracle Database capabilities within the AWS cloud environment. Their discussion covers: How Oracle and AWS aim to facilitate seamless migration and modernization of critical enterprise workloads into the cloud Insights into the upcoming Oracle Database@AWS service, and a sneak peek 👀 at its features and integration into AWS's expansive cloud services The significance of the Oracle-AWS multicloud collaboration, focusing on offering customers flexibility, scalability, and enhanced efficiency Key differentiators that set Oracle Database@AWS apart from other multicloud initiatives Highlights from the recent announcement at AWS re:Invent, including Oracle's ongoing efforts to enhance cloud interoperability and meet the evolving needs of its users Learn more at Oracle Database@AWS…
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The Six Five with Patrick Moorhead and Daniel Newman
1 BSC and Lenovo – Advancing Sustainable Computing in Research - Six Five On The Road at SC24 13:52
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13:52High-performance computing has some serious power requirements and finding sustainable solutions for this is a theme at this year’s SC24. Hosts David Nicholson and Keith Townsend are joined by Barcelona Supercomputing Center 's Operations Director Sergi Girona and Lenovo 's VP, ISG Product Group Scott Tease for this episode of Six Five On The Road at SC24. They discuss their exciting partnership to advance high-performance computing (HPC) and address global sustainability challenges. Tune in for details on: The impactful collaboration between Barcelona Supercomputing Center and Lenovo on HPC advancements The role of Lenovo's Neptune Water Cooling Technology in driving sustainability in supercomputing An overview of BSC's MareNostrum 5 and its contribution to HPC and research Insights into Lenovo’s partner ecosystem in the European public sector and their efforts towards solving global challenges Future directions in HPC, demonstrating progress through sustainable technologies and partnerships Learn more at Lenovo .…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Dell on Sustainable AI - Six Five On The Road at SC24 19:10
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19:10The question of sustainability is the “elephant in the room” 🐘 as AI continues to revolutionize industry. On this episode of the Six Five On The Road at SC24, host David Nicholson is joined by Dell Technologies ' Seamus Jones , Director, Server Technical Marketing Engineering for a conversation on Sustainable AI and Dell's initiatives towards eco-friendly technology solutions. 📻Tune in for these key takeaways: The importance of AI-powered efficiency & how Dell is using AI to optimize cooling and power consumption in their servers, creating a virtuous cycle of sustainability Liquid cooling and heat capture: Dell is exploring cutting-edge cooling technologies to minimize environmental impact and even potentially repurpose excess heat Right-sizing is key: Dell helps customers choose the right infrastructure for their needs, avoiding unnecessary energy waste The role of AI in enhancing sustainability efforts across industries Future trends and challenges in sustainable technology practices…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Exploring High-Density Storage's Impact & Conservation Efforts - Six Five On The Road at SC24 13:47
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13:47Can AI be leveraged for wildlife conservation? 🦓🐘 Host Keith Townsend is joined by Solidigm's Avi Shetty and PEAK:AIO's Roger Cummings for a fascinating conversation on the convergence of cutting-edge technology and wildlife conservation efforts. Tune into this episode of the Six Five On The Road at SC24 to learn about ⤵️ The innovative data management approach developed for wildlife studies by ZSL and PEAK:AIO, leveraging high-density Solidigm storage and AI The role of Solidigm's D5-P5336 61.44 TB QLC drives in powering rapid data storage and analysis for conservation efforts Challenges of scalability in AI development due to infrastructure limitations in performance and power efficiency How Solidigm's high-density storage solutions meet the intense demands of data processing for global conservation projects Solidigm’s latest 122TB SSD announcement and its significance in overcoming storage and performance challenges…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Safe AI for a Resilient Future: What You Need to Know - Six Five On the Road 19:23
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19:23Is your Generative AI strategy overlooking a critical vulnerability? Discover why data protection needs to be a top priority in the age of AI in this episode of the Six Five On the Road. Host Krista Case is joined by Dell Technologies' Kenneth Bachman , Director of Global Technology Office for a conversation on the critical aspects of data protection and compliance in the era of Generative AI (GenAI). Their discussion covers: The necessity of considering data protection and cyber resiliency for GenAI early in the planning phase Understanding the evolving nature of AI and the implications for data protection amidst potential new regulations and compliance requirements Insights into Dell Technologies' approach to data protection for AI, demonstrating how AI integration within data protection strategies enhances cyber resilience The role of Dell's PowerProtect in safeguarding Scalable Architecture for Retrieval-Augmented Generation (RAG) workloads, highlighting a recently published technical white paper…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Accelerating Developer-Led AI Innovation - Six Five On The Road at Microsoft Ignite 21:16
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21:16Looking to harness the power of AI for developers? Azure is making it possible. Hosts Patrick Moorhead and Daniel Newman are joined by Microsoft Azure's General Manager of Digital Apps and Innovation Mike Hulme , and Mandy Whaley , Partner Director for Azure Dev Tools on this episode of Six Five Media On The Road for conversation on harnessing AI to empower developers and accelerate innovation. 📻 Tune in for more on: The transformative role of AI in the software development lifecycle, powered by Microsoft's leading developer platform Enhancements in GitHub Copilot, including new AI models and integrations, to streamline developer workflows GitHub Copilot for Azure: A gateway for developers to build, deploy, and manage Azure applications more efficiently Empowering new developers with AI app templates and in-editor guidance to simplify their entry into AI-driven development Strategic approaches for teams to adopt AI-assisted tools and maximize their development workflows…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Cisco: Beyond the Internet, Leading in AI - Six Five Connected 6:08
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6:08Can the company that hepled build the internet revolutionize AI? 🤔 Join host Diana Blass & Cisco leaders to learn how they're simplifying AI for businesses & building a more adaptable future. This episode of Connected features Cisco's Executive Vice President & Chief Product Officer Jeetu Patel , Technical Leader, Marketing, DCN BU Joey Ristaino , Chief Strategy Officer Mark Patterson , Chief People, Policy & Purpose Officer Francine Kastoudas , and Tim Ormrod Director, Ormit Solutions, LTD - Splash Access sharing insights on Cisco’s strategy to overcome the hurdles of enterprise AI adoption by providing the tools and resources for partner organizations to build resilient and adaptable networks. Their discussion covers: The progression of Cisco from internet pioneers to tech transformers in the AI era The significant role Cisco has played in shaping today's internet and their current focus on AI Insights from the Cisco Partner Summit, including strategic moves like the Splunk acquisition and a hefty investment in AI infrastructure The challenges and strategies around legacy systems, data privacy, and the promotion of industry-specific AI use cases and partner upskilling Predictions for the future of Cisco and the enterprise AI landscape…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Ep. 240: Talking Dell Technologies, Qualcomm, Arm, Coherent, Lattice, Meta, Trump & Tech, Solidigm, Cisco 55:17
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55:17Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis. Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking: Dell Technologies Analyst Event 2024 https://x.com/PatrickMoorhead/status/1854557515201089773 https://x.com/danielnewmanUV/status/1854289448349163685 https://x.com/danielnewmanUV/status/1854355117987803489 Qualcomm Q4FY24 Earnings https://x.com/PatrickMoorhead/status/1854615326258045085 https://x.com/PatrickMoorhead/status/1854282372461842692 https://x.com/danielnewmanUV/status/1854274761129410890 https://x.com/danielnewmanUV/status/1854274761129410890 https://www.qualcomm.com/news/releases/2024/11/qualcomm-announces-fourth-quarter-and-fiscal-2024-results Arm Q2FY25 Earnings https://x.com/PatrickMoorhead/status/1854285659755757673 https://x.com/danielnewmanUV/status/1854276813008273757 https://x.com/danielnewmanUV/status/1854283326284034146 https://www.investopedia.com/arm-q2-fy2025-earnings-8740831 https://investors.arm.com/static-files/2fdf83c2-ea2b-4104-9f34-18750967240d Coherent Q1FY25 Earnings https://x.com/danielnewmanUV/status/1854538776522936528 https://x.com/PatrickMoorhead/status/1854577695998542086 https://www.coherent.com/company/investor-relations/financial-releases https://finance.yahoo.com/news/coherent-corp-cohr-q1-2025-072454038.html https://www.benzinga.com/news/earnings/24/11/41819463/coherent-analysts-boost-their-forecasts-following-better-than-expected-earnings Lattice Q3FY24 Earnings https://x.com/danielnewmanUV/status/1853581297173614905 https://ir.latticesemi.com/news-releases/news-release-details/lattice-semiconductor-reports-third-quarter-2024-results https://finance.yahoo.com/news/lattice-semiconductor-third-quarter-2024-102513375.html Meta Llama For Defense https://x.com/PatrickMoorhead/status/1853597336091472368 https://www.capacitymedia.com/article/meta-makes-llama-ai-models-available-to-us-gov-defence-agencies https://www.nytimes.com/2024/11/04/technology/meta-ai-military.html Trump Expectations on Tech https://www.barrons.com/articles/trump-tech-stocks-nvidia-taiwan-8858e0ad https://www.techtarget.com/searchcio/news/366615226/Tech-industry-will-see-less-regulation-under-Trump Solidigm 122TB SSD https://x.com/PatrickMoorhead/status/1856784389184635043 https://www.businesswire.com/news/home/20241113019805/en/Solidigm-Extends-AI-Portfolio-Leadership-with-the-Introduction-of-122TB-Drive-the-World%E2%80%99s-Highest-Capacity-PCIe-SSD https://www.tomshardware.com/pc-components/ssds/solidigm-reveals-122tb-ssd-the-worlds-highest-capacity-drive-for-ai-workloads-d5-p5336-offers-unlimited-write-durability Cisco Q1FY25 Earnings https://x.com/danielnewmanUV/status/1856823731399651491 https://x.com/PatrickMoorhead/status/1857088110040879204 https://investor.cisco.com/news/news-details/2024/CISCO-REPORTS-FIRST-QUARTER-EARNINGS/default.aspx https://www.investors.com/news/technology/cisco-stock-cisco-earnings-news-q32024/ Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.…
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The Six Five with Patrick Moorhead and Daniel Newman
1 T-Mobile, AT&T, Ericsson & Wilson Connectivity New Moves - Six Five Webcast: The 5G Factor 25:20
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25:20On this episode of the Six Five Webcast - The 5G Factor, hosts Ron Westfall and Tom Hollingsworth delve into the pivotal developments shaping the future of 5G technology and its broader implications. Their discussion covers: The significance of the White House Office of Science and Technology Policy's National Spectrum Research and Development (R&D) Plan for future government and private sector decisions. Insights from the 5G Americas Analyst Forum, highlighting T-Mobile and AT&T’s advocacy for addressing spectrum shortages and the potential repurposing of lower 3 GHz and 7 GHz bands. Ericsson's unveiling of seven new 5G Advanced software products aimed at enhancing network performance, user experience, and operational efficiency. The introduction of Private 5G by Wilson Connectivity, marking a significant step forward in the private 5G market with enhanced capabilities and security.…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Skills for Tomorrow: Navigating the AI-Driven Workforce - Six Five Media On The Road 17:57
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17:57What if AI wasn't a threat to your job, but a tool to unlock your potential? Cisco 's Francine Katsoudas , EVP and Chief People, Policy & Purpose Officer shares the forward looking stance Cisco is taking towards AI in the workplace and empowering employees to make AI work for them – navigating the challenges and opportunities in an AI-driven workforce. Hosts Patrick Moorhead and Daniel Newman dig into these topics for Six Five Media On The Road at the Cisco Partner Summit: The impact of AI on jobs and the critical importance of skilling and upskilling in today's job market The evolving landscape of work with the rise of AI, and its implications on job roles and required skills for the future Cisco’s strategies for addressing the skilling and upskilling needs of the modern workforce Visions of the future of work, focusing on skills and opportunities rather than traditional roles and jobs, and how leaders can adapt to these changes…
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The Six Five with Patrick Moorhead and Daniel Newman
1 What Earnings Mean to Infrastructure Decisions & VMware Changes Their Licensing! - Six Five Webcast Infrastructure Matters 30:16
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30:16On this episode of the Six Five Webcast Infrastructure Matters, hosts Camberley Bates and Keith Townsend discuss how earnings can significantly influence infrastructure decisions and the latest changes to VMware's licensing. Their discussion covers: The impact of corporate earnings on infrastructure strategy and investment Detailed analysis of VMware's new licensing model and what it means for customers The broader implications of licensing changes on the cloud and data center industry…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Business Process Transformation Through Generative AI - Six Five Media In the Booth 4:34
4:34
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4:34How do AI agents learn and adapt to become more efficient in the tech landscape? Host Keith Townsend is with IBM 's Dinesh Nirmal , Senior Vice President, Products to discuss the continuous evolution of AI agents for Six Five Media In the Booth at IBM TechXchange Conference . Details of their conversation include 👇 The role and impact of AI agents in today's tech landscape The differentiation between automation and intelligent agents Insights into the architecture behind AI agents How AI agents evolve with human feedback IBM's unique approach and value in the realm of AI agents…
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The Six Five with Patrick Moorhead and Daniel Newman
1 A Conversation with Toto Wolff and Don McGuire at Snapdragon Summit - Six Five On The Road 18:42
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18:42You’ve heard of AI innovations for passenger vehicles, but how does it fit in with Formula One Racing? Six Five Media host Daniel Newman is on for another segment at the Qualcomm #SnapdragonSummit, where he’s joined by Qualcomm's SVP & Chief Marketing Officer, Don McGuire , and the Team Principal & CEO of Mercedes-AMG PETRONAS F1 Team , Toto Wolff. They have a dynamic discussion on the interplay between technology and sports, specifically Formula 1 racing, and the critical roles that technology, data, and sustainability play in the evolution of Formula One. Tune in as they share: The paramount importance of technology and data in F1 racing, highlighting real-time performance optimization and strategy Sustainability efforts within Formula One, underlining the commitment to hybrid engines, biofuels, and reducing emissions The significant influence of technology and innovation in Formula One, boosting fan engagement and striving for a more inclusive sport Insights into the Qualcomm and Mercedes F1 team partnership, focusing on enhancing fan experiences through cutting-edge immersive technologies like XR and the virtual garage Factors fueling Formula One's growing popularity, including mainstream media's impact and the sport's competitive nature…
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The Six Five with Patrick Moorhead and Daniel Newman
1 A Conversation with Nakul Duggal from the Qualcomm Snapdragon Summit - Six Five Media On The Road 14:35
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14:35Qualcomm takes the wheel 🚘 Hosts Patrick Moorhead and Daniel Newman are in Maui for this episode of the Six Five Media On The Road, where they’re joined by Nakul Duggal , Qualcomm’s Group General Manager, Automotive, Industrial and Cloud, Qualcomm for a conversation on the innovative developments revealed at the Qualcomm Snapdragon Summit . Get all the details on: Key announcements about the Snapdragon Cockpit Elite and Ride Elite Nakul’s insights into the future of AI in the automotive technology Qualcomm's diversification beyond handsets into areas like automotive, IoT, and PCs How Qualcomm has gone from being an ADAS newcomer to a major force in just a few years with a $45 billion design win pipeline Qualcomm's focus on safety and passenger vehicles in their newest automotive SOCs and their approach working with automakers A look ahead: What's next for Qualcomm and Snapdragon…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Business Intelligence and BI Assistants at IBM TechXchange Conference - Six Five Media In the Booth 5:34
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5:34Learn how you can unlock the full potential of AI for business intelligence. Host Keith Townsend is joined by IBM 's Bruno Aziza , Vice President, Data, AI & Analytics Strategy, for Six Five Media In the Booth at IBM TechXchange . The two explore IBM’s advancements and strategic visions within the realm of AI and the role of Watsonx in the future of Business Intelligence tools. Their discussion covers: The capabilities and benefits of the WATSONX.AI experience in generative AI and machine learning model building Bruno Aziza’s enthusiasm for joining IBM and what he looks forward to achieving The critical role of business intelligence in realizing IBM’s overarching AI strategy Predictions on the evolution of AI within business intelligence initiatives Innovations IBM is introducing that aim to transform how clients utilize business intelligence tools…
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The Six Five with Patrick Moorhead and Daniel Newman
1 AI Gets Loose, but Mainframe is Far From Dead! - Six Five Webcast Infrastructure Matters 30:13
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30:13On this episode of the Six Five Webcast - Infrastructure Matters, hosts Dion Hinchcliffe , Camberley Bates , and Steven Dickens discuss traversing the evolving landscapes of AI and mainframe technology. This episode delves into exciting developments in AI while asserting the continued significance and innovation within mainframe computing. Their discussion covers: The recent breakthroughs and applications in AI that are shaping the future. The enduring importance and modernization of mainframe technology in today's digital era. How businesses are leveraging both AI and mainframe technologies to drive digital transformation and operational efficiency. The challenges and opportunities presented by integrating AI with legacy systems. Predictions for the future of AI and mainframe technology in the wider tech ecosystem.…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Ep. 239: We are Live! Talking Google, AMD, Microsoft, Apple, Amazon, Intel 57:37
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57:37Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis. Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking: Intel Q3FY24 Earnings https://x.com/PatrickMoorhead/status/1852089420997898598 https://x.com/PatrickMoorhead/status/1852087153339105775 https://x.com/danielnewmanUV/status/1852094548836495836 https://www.intc.com/news-events/press-releases/detail/1716/intel-reports-third-quarter-2024-financial-results https://www.cnbc.com/2024/10/31/intel-intc-q3-earnings-report-2024.html Google Q3FY24 Earnings https://x.com/PatrickMoorhead/status/1851356647467467079 https://x.com/danielnewmanUV/status/1851403317819425102 https://x.com/danielnewmanUV/status/1851357547388944858 https://x.com/danielnewmanUV/status/1851356207690498467 https://x.com/danielnewmanUV/status/1851356402864021641 https://x.com/danielnewmanUV/status/1851354863210463344 https://finance.yahoo.com/news/alphabet-inc-goog-q3-2024-071350797.html https://www.cnbc.com/2024/10/29/alphabet-to-report-q3-earnings-after-the-bell.html https://abc.xyz/assets/71/a5/78197a7540c987f13d247728a371/2024q3-alphabet-earnings-release.pdf AMD Q3FY24 Earnings https://x.com/PatrickMoorhead/status/1851360356066869721 https://x.com/danielnewmanUV/status/1851359812019503467 https://ir.amd.com/news-events/press-releases/detail/1224/amd-reports-third-quarter-2024-financial-results https://www.cnbc.com/2024/10/29/amd-earnings-report-q3-2024.html Apple Q4FY24 Earnings https://www.cnbc.com/2024/10/31/apple-aapl-q4-earnings-report-2024.html https://www.businessinsider.com/apple-stock-earnings-report-call-live-updates-2024-10 https://finance.yahoo.com/news/apple-reports-better-than-anticipated-q4-revenue-earnings-hurt-by-eu-tax-payment-203155159.html Microsoft Q1FY25 Earnings https://www.microsoft.com/en-us/investor/earnings/fy-2025-q1/press-release-webcast https://www.benzinga.com/news/earnings/24/10/41654118/microsoft-stock-is-sliding-thursday-whats-going-on https://www.fool.com/investing/2024/10/31/why-microsoft-stock-is-sinking-today/ Amazon Q3FY24 Earnings https://finance.yahoo.com/news/amazon-stock-pops-after-q3-earnings-beat-150027690.html https://s2.q4cdn.com/299287126/files/doc_financials/2024/q3/AMZN-Q3-2024-Earnings-Release.pdf https://www.barrons.com/articles/amazon-earnings-stock-price-c2f4efd8 Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.…
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The Six Five with Patrick Moorhead and Daniel Newman
1 From AI Hype to Enterprise Value: A Fireside Chat with Cisco’s Chief Strategy Officer Mark Patterson - Six Five Media On The Road at Cisco Partner Summit 17:58
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17:58Mark Patterson , Cisco's Chief Strategy Officer, cuts through the AI hype to reveal Cisco's strategic vision and $1B investment in building a secure and reliable AI-powered future. Our hosts Patrick Moorhead and Daniel Newman dive into these topics for Six Five Media On The Road at the Cisco Partner Summit ⤵️ Cisco's strategy and investments in AI amid the ongoing fanfare and the complexities of implementing and scaling AI initiatives. The vision Cisco holds for AI and its alignment with the company's overarching business strategy. Predictions on how AI will transform various industries and business models in the near future. Common obstacles companies encounter when integrating AI into their operations and strategies to navigate these challenges. The significance of Cisco's role within the broader AI ecosystem and the importance of cross-industry collaboration in fostering AI innovation. Insights into Cisco's $1B global investment fund aimed at developing secure, reliable AI solutions and what prompted this initiative.…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Digital Resilience in the Age of AI: Insights from Cisco and Splunk - Six Five Media On The Road at Cisco Partner Summit 12:23
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12:23How are Cisco + Splunk tackling digital resilience and AI together? Hosts Patrick Moorhead and Daniel Newman are joined by Cisco's Gary Steele , President, Go-to-Market & GM to discuss Cisco’s recent acquisition of Splunk and how they are partnering to solve their customer challenges around digital resilience in the AI era and the key announcements made at #CiscoPS24. Catch the specifics from Six Five Media on The Road below ⤵️ The integration of Cisco and Splunk to bolster digital resilience for customers navigating the AI landscape Insights into Gary's new role as Go-to-Market for Cisco and General Manager of Splunk, and the emerging dynamics Key announcements from the Cisco Partner Summit and their implications for partners and customers Challenges customers face with AI and security, and how the combined forces of Cisco and Splunk are addressing these issues The evolution of the digital resilience narrative in the context of Cisco's AI and networking capabilities…
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The Six Five with Patrick Moorhead and Daniel Newman
1 The Importance of CPU’s, Open Platforms, and the Future of AI with Cristiano Amon at Snapdragon Summit - Six Five Media On The Road 17:31
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17:31Could Qualcomm's Oryon CPUs and commitment to open platforms spark an explosion of AI innovation that transforms how we interact with everything from our phones to our cars? At the Qualcomm Snapdragon Summit, hosts Patrick Moorhead and Daniel Newman speak with Qualcomm Incorporated 's Cristiano Amon , President and CEO. They answer this question and dive into Qualcomm’s transition from communications to being at the forefront of AI. Their discussion covers: How Qualcomm is shifting from communications to becoming a leading connected processor company for the AI era How Qualcomm's custom Oryon CPU is bringing competition and innovation to the PC market, with performance exceeding Apple's M-series chips The Snapdragon 8 Elite a the new flagship smartphone processor featuring the 2nd Gen Oryon CPU The importance of open platforms for flexibility and innovation in AI development. How AI is transforming user experiences across devices Qualcomm's new automotive platform with Oryon is driving a software revolution in the industry, powering the future of in-vehicle experiences…
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The Six Five with Patrick Moorhead and Daniel Newman
1 AI Rules at 5G Americas; T-Mobile, Verizon, Nokia Make Key Moves - Six Five Webcast: The 5G Factor 34:25
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34:25On this episode of the Six Five Webcast - The 5G Factor, hosts Ron Westfall and Tom Hollingsworth provide in-depth analysis on how AI emerged as the dominant theme at the recent 5G Americas conference, showcasing its critical role in the advancement and deployment of 5G networks. Their discussion covers: T-Mobile's innovative use of AI to optimize network upgrades and expansion Verizon's strategy to monetize computing infrastructure tailored for AI operations The potential of GenAI-enabled platforms like Nokia Network Service Platform to revolutionize network design and management AI's capacity to correlate data in novel ways, enhancing network operation's efficiency and problem-solving capabilities The foresight on AI's evolving role in the telecom industry, particularly in driving 5G development…
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The Six Five with Patrick Moorhead and Daniel Newman
1 IBM Build Partners - Sirion at IBM TechXchange Conference - Six Five Media In the Booth 5:15
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5:15What problems can IBM’s watsonx solve? Six Five Media host Steven Dickens is In the Booth at IBM TechXchange , where he’s joined by IBM ’s Savio Rodrigues , VP, Ecosystem Engineering & Developer Advocacy, and Sirion 's Kanti Prabha , President and Co-founder, for a conversation on partnering with IBM to enhance their solutions using hybrid cloud and AI technology. Their discussion covers: Partnering with IBM as an ISV or MSP to leverage IBM hybrid cloud and AI technology Expanding into new markets with IBM's global reach and networks Insights into Sirion AI and its integration with IBM's Watson to solve business problems Achievements and outcomes from using WatsonX solutions for businesses and customers Future business problems Sirion aims to solve with WatsonX technology…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Thriving in the Era of AI: Essential Innovations with Cisco’s Jeetu Patel - Six Five Media On The Road at Cisco Partner Summit 17:20
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17:20Hosts Patrick Moorhead and Daniel Newman are in LA for this year’s Cisco Partner Summit. They’re joined by Cisco 's Jeetu Patel , EVP and Chief Product Officer, for a conversation on how businesses can leverage AI to drive customer value, security, and networking innovations to succeed in today’s digital environment. Check out this episode of Six Five Media on The Road as they cover these topics 👇 Insights into the role of AI, security, and networking in business success and how Cisco is leading the charge. Jeetu Patel discusses Cisco's commitment to AI and shares his enthusiasm for the potential it holds. Insights into Jeetu Patel’s priorities as Cisco’s new Chief Product Officer and how he plans to drive customer value through AI. An overview of Cisco's strategy to incorporate AI responsibly into security measures, including the introduction of Hypershield and recent acquisitions. How Cisco addresses the evolving landscape of security risks with the integration of AI technologies.…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Watson Code Assistant at IBM TechXchange Conference - Six Five Media In the Booth 6:00
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6:00“Code smarter, not harder” is the holy grail for scaling enterprises. Host Steven Dickens is joined by IBM 's Keri Olson , Vice President, Product Management, for Six Five Media In the Booth at IBM TechXchange to discuss the latest developments with Watsonx Code Assistant and its impact on developer productivity and efficiency. Their discussion covers: The latest developments with Watson Code Assistants since the Think conference The role of IBM's Granite models in driving forward applications and use cases of generative AI Real-world client success stories showcasing the impact of Watson Code Assistant on developer workflows…
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The Six Five with Patrick Moorhead and Daniel Newman
1 How Pure Storage Leverages Data and AI to Transform the Customer Experience - Episode 13 32:30
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32:30In this episode of the Six Five Webcast - Marketing: Art & Science - CMO Advisor and host, Lisa Martin , welcomes the CMO of Pure Storage, Lynn Lucas , who talks about her journey to the C-suite after studying electrical engineering and breaking into technical marketing. She shares how Pure Storage is leveraging data science and generative AI to achieve significant efficiency gains. Lynn also provides insight into the AI Marketing Council she's built at Pure, along with some of the great use cases they are already implementing. Their discussion covers how: Pure Storage marketing is leveraging data science to be proactive with its customers Pure Marketing is leveraging emerging technologies like gen AI to elevate the Pure brand and convert prospects to loyal advocates faster, more efficiently This Challenger brand infuses both art and science to elevate the brand…
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The Six Five with Patrick Moorhead and Daniel Newman
1 The Impact of Power Servers at IBM TechXchange Conference - Six Five Media In the Booth 8:01
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8:01Power up your hybrid cloud experience! Host Steven Dickens is with Six Five Media In the Booth at IBM TechXchange , where he’s joined by IBM ’s Bargav Balakrishnan , VP, Product Management, to discuss the evolution, impact, and future of IBM® Power® servers. Their discussion covers: The IBM Power server capabilities, including support for AIX®, IBM i operating system, and Linux® The response of IBM Power servers to business demands, protection from core to cloud, streamlined insights, and automation Highlights from the past three years since the launch of Power10, including momentum and success stories New announcements regarding the IBM Power11 processor, Spyre Accelerator, RPG Assistant, enhancements to PowerVS The impact of AI on the Power business and its benefits for IBM clients…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Power VS at IBM TechXchange Conference - Six Five Media In the Booth 14:01
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14:01Are virtual servers the key to a flexible and resilient IT infrastructure? Host Steven Dickens is Six Five Media In the Booth at IBM TechXchange, joined by IBM 's Joe Cropper , Distinguished Engineer, Power as-a-Service & Hybrid Cloud, and Anthony Ciccone , Director, Product Management, IBM Power Systems - Cloud Offerings for a conversation on the latest innovations and client experiences with IBM’s Power Virtual Servers (Power VS). See what they have to say about the following: ⤵️ An overview of IBM Power servers' capabilities, including support for AIX, IBM i operating system, and Linux The agility, reliability, and sustainability offered by Power servers to meet organizational needs Insights from Power clients on the growing need for cloud solutions A deep dive into the use cases and benefits of Power Virtual Server (Power VS) Updates and comparisons of Power VS within the competitive landscape…
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The Six Five with Patrick Moorhead and Daniel Newman
1 IBM Consulting: Taking Clients from Scope to Scalability - Six Five Media On the Road 13:03
13:03
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13:03IBM Consulting is leading clients through the journey from defining project scope to achieving scalability. Host Daniel Newman and IBM 's Kelly Chambliss , SVP at IBM Consulting, spoke on the topics below on this episode of Six Five Media On the Road. 👇 The strategic importance of scope in successful technology consulting Case studies on seamless scalability transformations enabled by IBM Future trends in technology consulting and scalability solutions…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Fem.AI: Igniting Women Into the AI Workforce - Six Five On the Road 16:00
16:00
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16:00Did you know October is National Women in AI Month? Start by learning about opportunities for women in tech and AI on this episode of Six Five On the Road. Host Melody Brue is joined by Cadence Design Systems ' Nicole Johnson , Global Director of Social Impact and President of the Cadence Giving Foundation, for a conversation on empowering women through technology and initiatives to integrate them into the AI workforce more efficiently. Their discussion covers: The vision and goals of Fem.AI The current landscape for women in AI and technology Strategies and programs Cadence Design Systems employs to support women in AI The impact of social impact initiatives on corporate culture and the wider community Future directions for Fem.AI and how individuals and organizations can get involved…
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