The Six Five with Patrick Moorhead and Daniel Newman (Patrick Moorhead and Daniel Newman)

On this episode of the Six Five, Daniel Newman is joined by Groq's Mark Heaps, Chief Tech Evangelist, for a conversation on Groq's significant progress in the realm of AI acceleration. This discussion delves into Groq's successful Series D fundraising, strategic shifts, technological advances, and its mission to make AI more accessible.

Their discussion covers:

• The pivotal role of AI accelerators and GPUs in the tech industry and Daniel's insights as an advisor and investor in Groq.

• Groq's announcement of their $640 million Series D fundraising success and its impact on the company's valuation.

• Groq's remarkable technological strides, including the development of a new chip in partnership with Samsung, transitioning from 14-nanometer to 4-nanometer technology.

• The significant strategic pivots Groq has undertaken, such as major acquisitions and a shift towards offering cloud solutions, aimed at enhancing their market position.

• Groq's effort to democratize AI by making their technology accessible and affordable, supporting open-source models, and providing free access to developers.

On this episode of the Six Five On the Road, hosts Lisa Martin and Cory Johnson are joined by Zoho's Raju Vegesna, Chief Evangelist, for a conversation on Zoho's major CRM customization announcements and their impact on customers.

Their discussion covers:

• The latest CRM customization options introduced by Zoho

• How these new features can enhance user experience and operational efficiency

• The potential impact of Zoho's announcements on customer relationships and business outcomes

• Strategies for businesses to effectively implement and leverage Zoho's CRM customizations

• Insights into the future developments of Zoho CRM and what customers can expect

Learn more at Zoho.

On this episode of The Six Five Webcast, host Steven Dickens talks with Scott Fagen, President of SHARE, about the upcoming event in Kansas City. Watch Steven and Scott to learn more about how SHARE:

• Has become the largest independent mainframe systems event.

• Offers extensive educational sessions and networking opportunities.

• Provides opportunities for discussions, collaborations, and influence on vendor directions.

On this episode of the Six Five On the Road, Daniel Newman and Patrick Moorhead are joined by Broadcom's Umesh Mahajan, VP & GM, Application Networking and Security (ANS) Division for a conversation on Broadcom's acquisition of VMware and the innovative developments within the ANS division.

Their discussion covers:

• The primary focus and opportunities for the ANS Division following Broadcom's acquisition of VMware.

• Challenges digital enterprises face in securing applications and data, and the main pain points customers are expressing.

• The unique value proposition ANS security offers to tackle customer challenges and popular use cases.

• The intersection of emerging GenAI and LLM technologies with ANS's security solutions.

• Special attributes and top use cases of the Avi Load Balancing solution, including its application in Kubernetes environments.

On this episode of On The Road at Pure//Accelerate 2024, we are joined by Pure Storage's Prakash Darji and Shawn Hansen, GM Digital Experience Business Unit and GM Core Platforms, respectively, for a conversation on Pure Storage's latest digital experience initiatives, storage solutions, and AI strategies.

Their discussion covers:

• Insights into Pure Storage's latest digital experience initiatives

• The impact of evolving storage technologies on enterprise IT strategies

• Pure Storage’s approach to sustainability in data management

• Challenges and solutions in current data storage trends

• The future of data storage and Pure Storage’s roadmap

Learn more at Pure Storage.

On this episode of Six Five On The Road, hosts Dave Nicholson and Lisa Martin are joined by Kalray’s CEO, Eric Baissus, for a conversation on how Kalray, along with its collaboration with Dell, is revolutionizing AI performance and efficiency through high-density storage solutions.

Our discussion covers:

• Kalray's strategic partnership with Dell and the value it brings to AI innovators

• The critical role of data acceleration in AI and the blend of hardware and software to achieve it

• Exciting announcements from Kalray at this year's Dell Tech World

• The debate on "Walled garden" vs. "Open" approaches in supporting AI solutions

• Kalray's collaboration with Solidigm and its impact on the Dell-Kalray offering

Learn more at Kalray.

On this episode of the Six Five on the Road, Daniel Newman and Patrick Moorhead break down the latest developments and key messages shared by Intel at Computex 2024.

Their discussion covers:

• Intel's showing at Computex 2024 

• The announcements of Xeon 6 for the data center, AI accelerators Gaudi 2 & 3, and AI PC processor Lunar Lake

• The execution of Lunar Lake and Xeon 6 processors (which are on time or even ahead of schedule)

• Intel's AI PC strategy 

• The need to show more real-world use cases for Gaudi in the data center

Learn more at Intel at Computex 2024.

On this episode of the Six Five On the Road, Keith Townsend and Dave Nicholson are joined by Ocient's Shantan Kethireddy, Vice President of Customer Solutions for a conversation on the impact of AI on scalability, both technically and environmentally, and how Ocient's high-density storage solutions are addressing these challenges.

Their discussion covers:

• An overview of Ocient and its role in enabling data-intensive analysis with an emphasis on performance, cost, and energy efficiency.

• The importance of high-density storage in delivering efficient data solutions and the partnership with Solidigm to achieve this.

• Insight into the types of customers and workloads Ocient supports, showcasing the versatility of their solutions across various sectors.

• How Ocient is addressing the technical and environmental scalability challenges posed by AI, focusing on optimizing hardware efficiency and minimizing energy consumption.

• Shantan's anticipation for the future of hardware innovation revealed at Dell Tech World and its implications for Ocient's service delivery.

On this episode of the Six Five On The Road, hosts Keith Townsend and Dave Nicholson are joined by AMD's Robert Hormuth and Mark Orthodoxou for a conversation on how AMD and Solidigm are collaborating to power the open AI ecosystem.

Their discussion covers:

• The strategic partnership between AMD and Solidigm and its impact on the AI industry.

• Innovations in data center solutions and Instinct Data Center GPUs by AMD.

• The evolving landscape of AI technologies and their applications.

• The role of AMD and Solidigm in fostering an open AI ecosystem.

• Challenges and opportunities in the current AI market.

Leading 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:

Marvell Structera To Solve Memory Challenges For Cloud Providers

https://www.marvell.com/company/newsroom/marvell-introduces-breakthrough-structera-cxl-product-line-to-address-server-memory-bandwidth-and-capacity-challenges-in-cloud-data-centers.html

GlobalFoundries Q2FY24 Earnings

https://twitter.com/PatrickMoorhead/status/1820962443918492060

https://twitter.com/danielnewmanUV/status/1820839889811677610

https://twitter.com/danielnewmanUV/status/1820843295045550493

https://investors.gf.com/news-releases/news-release-details/globalfoundries-reports-second-quarter-2024-financial-results

Google Deemed A Monopoly In DOJ Ruling

https://twitter.com/PatrickMoorhead/status/1820572688047546408

https://www.washingtonpost.com/technology/2024/08/05/doj-google-monopoly-trial-judgment/

CrowdStrike Aftermath: Microsoft Fires Back At Delta

https://twitter.com/danielnewmanUV/status/1820860195368513754

https://twitter.com/PatrickMoorhead/status/1820870312805732660

https://abcnews.go.com/US/wireStory/microsoft-hits-back-delta-after-airline-months-tech-112626967#:~:text=Microsoft%20is%20joining%20cybersecurity%20software,a%20technology%20outage%20last%20month.

New Intel SVP & GM Provides Foundry Updates

https://twitter.com/danielnewmanUV/status/1820943625196597424

https://twitter.com/PatrickMoorhead/status/1820934976604377589

OpenAI Revolving Door Of Founders & Executives

https://twitter.com/danielnewmanUV/status/1820630985844609048

https://twitter.com/danielnewmanUV/status/1820630323488776667

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.

On this episode of the Six Five On the Road at BlackHat 2024, host Shira Rubinoff is joined by IBM's Guy Shanny, Global Data Security Leader, Co Founder & CEO, Polar Security, and Matthew Shriner, Global Threat Management Partner & Portfolio Leader, for a conversation on securing AI against emerging threats.

Their discussion covers:

• The current landscape of AI security challenges

• Innovative strategies businesses are employing to safeguard AI

• The role of collaboration between tech companies in enhancing AI security

• IBM's approach to threat management in the context of AI

• Future trends in AI security and threat management

Learn more at IBM.

On this episode of the Six Five On The Road at Computex Taipei, analysts Daniel Newman, Ryan Shrout, Anshel Sag, and Olivier Blanchard discuss the rapid advancements in AI and innovation showcased at Computex 2024 in Taipei.

Their conversation covers:

• Key trends and breakthroughs in AI technology from Computex 2024

• How these innovations are shaping various industries

• The impact of AI on global technology strategies

• Insights into the future of computing and digital transformation

• Expert analysis of the challenges and opportunities ahead in AI

Learn more at Computex 2024.

The Six Five is "On The Road" with VAST Data's CEO, Renen Hallak at their HQ in NYC. Hosts Daniel Newman and Patrick Moorhead discuss their upcoming “Cosmos” event, VAST Data’s role in AI and how AI is reshaping society and business, offering efficiency gains and customer benefits, but also presenting new challenges. Stay tuned as Vast is aiming to deliver the OS for AI.

Their discussion covers:

• The evolution of VAST Data and its mission in the AI landscape

• Breakthrough technologies that are driving AI advancements at VAST Data

• Real-world use cases and customer success stories

• The importance of data infrastructure in scaling AI applications

• Future directions for VAST Data in AI and data storage

On this episode of the Six Five On The Road, host Shira Rubinoff is joined by Tanium's Harman Kaur, VP, President of AI for a conversation on the evolving landscape of endpoint management and security.

Their discussion covers:

• The definition and importance of Autonomous Endpoint Management

• Challenges businesses face in endpoint security

• How AI is revolutionizing the way we manage and secure endpoints

• Strategies for implementing effective endpoint management solutions

• Future trends in endpoint security and management

Learn more at Tanium.

On this episode of the Six Five On The Road, hosts Patrick Moorhead and Daniel Newman are joined by Dell's Sam Grocott, Senior Vice President Product Marketing for a conversation on the innovative approach of Dell in the realm of Artificial Intelligence with the Dell AI Factory. Our hosts, Patrick Moorhead and Daniel Newman, delve into an enlightening discussion on the strategic insights and technological advancements that underpin the Dell AI Factory initiative.

Their discussion covers:

• Debating the merits and drawbacks of building AI Factories in public clouds versus on-premises environments.

• An in-depth look into what the Dell AI Factory is.

• Exploring the components that make up the Dell AI Factory.

• The unique value proposition of choosing Dell over other technology partners for building AI factories.

Learn more at Dell.

On this episode of the Six Five On The Road at Computex Taipei, hosts Olivier Blanchard and Anshel Sag are joined by Acer's Eric Ackerson, Sr. Product Marketing and Brand Manager, for a conversation on Acer's innovative strategies in the evolving landscape of AI PCs, highlighting their collaboration with Qualcomm on the Snapdragon X Elite and the introduction of the Acer Swift 14 AI.

Their discussion covers:

• Acer's leadership in PC innovation and how the new CoPilot+ PC platform and Snapdragon X Elite are setting new standards in the market.

• The transformative impact of the Snapdragon X Elite partnership with Qualcomm on the concept of AI PCs.

• Future perspectives on PC innovation driven by AI and Acer's vision for the evolving technology ecosystem.

• The development and competitive positioning of the Acer Swift 14 AI as a testament to Acer's ongoing innovation momentum.

On this episode of the Six Five On the Road, hosts Keith Townsend and Lisa Martin are joined by Dell Technologies' Matt Baker, SVP - AI Enablement for a conversation on Dell's Density Journey, highlighting their collaboration with Solidigm. During this thought-provoking discussion, Matt shares insights into how Dell Technologies is navigating the intricate landscape of AI enablement, their partnership with Solidigm, and the impact this journey is having on technology density and innovation.

Their discussion covers:

• The strategic partnership between Dell Technologies and Solidigm and its significance.

• Innovations in technology density and how it is reshaping the AI landscape.

• Challenges and opportunities in AI enablement from an industry perspective.

• Insights into future trends in technology density and AI capabilities.

• Practical applications of these innovations in real-world scenarios.

Dive into the future of cybersecurity in the latest episode of Connected, hosted by Diana Blass!  Discover how enterprises are moving from siloed solutions to integrated, autonomous tools for enhanced protection in the AI era, and see how the tech market is evolving. We explore the topic through the lens of Cisco, a networking company that's become increasingly competitive in cybersecurity following its acquisition of Splunk. Hear exclusive interviews with Krista Macomber and Steven Dickens from The Futurum Group, plus top executives from Cisco. Tune in now!

Leading 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:

SAP Q2FY24 Earnings

https://twitter.com/PatrickMoorhead/status/1815509821782712744

https://twitter.com/danielnewmanUV/status/1815481693773410329

https://twitter.com/danielnewmanUV/status/1815583190901240187

https://news.sap.com/2024/07/sap-announces-q2-2024-results/

https://finance.yahoo.com/news/sap-q2-results-top-estimates-170347041.html

Google Q2FY24 Earnings

https://twitter.com/danielnewmanUV/status/1815845517810868523

https://twitter.com/danielnewmanUV/status/1815858305341775910

https://abc.xyz/assets/19/e4/3dc1d4d6439c81206370167db1bd/2024q2-alphabet-earnings-release.pdf

Rumored NVIDIA B20 For China

https://twitter.com/PatrickMoorhead/status/1815527029166473600

https://twitter.com/danielnewmanUV/status/1815588486243610871

https://www.reuters.com/technology/nvidia-preparing-version-new-flaghip-ai-chip-chinese-market-sources-say-2024-07-22/

https://www.tweaktown.com/news/99462/nvidia-working-on-b20-ai-gpu-for-china-compliant-with-us-regulations-enters-production-soon/index.html

IBM Q2FY24 Earnings

https://twitter.com/danielnewmanUV/status/1816247781922857156

https://finance.yahoo.com/news/ibms-q2-earnings-revenues-beat-110400705.html

https://www.ibm.com/downloads/cas/9Q14L10Z

Another Day, Another Apple Booting Qualcomm Rumor

https://twitter.com/danielnewmanUV/status/1816182581207130575

https://appleinsider.com/articles/24/07/24/apple-has-reportedly-dropped-qualcomm-modems-on-two-2025-iphones

https://www.cnet.com/tech/mobile/apple-may-ditch-qualcomms-5g-modems-in-some-2025-iphones-report-says/

ServiceNow Q2FY24 Earnings

https://twitter.com/danielnewmanUV/status/1816229786873966825

https://www.servicenow.com/company/media/press-room/second-quarter-2024-earnings.html

https://markets.ft.com/data/announce/detail?dockey=600-202407241610BIZWIRE_USPRX____20240724_BW663858-1

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.

On this episode of the Six Five On The Road at Computex Taipei, Anshel Sag, VP & Principal Analyst at Moor Insights & Strategy shows us the innovative features and potential market impact of Qualcomm’s new Snapdragon X Elite and X Plus devices.

Anshel covers:

• The technical advancements and new capabilities of Snapdragon X Elite and X Plus

• Market trends driving the development of these devices

• Potential applications and industries that could be transformed by these technologies

• Qualcomm's strategic vision for the future of mobile and IoT devices

• The role of 5G and AI in enhancing the performance and user experience of Snapdragon-powered devices

Learn more at Qualcomm.

On this episode of the Six Five On the Road, host Keith Kirkpatrick is at PegaWorld 2024, joined by Wells Fargo's Sangeeta Doss, Operations Executive - Estate Care Center at Wells Fargo, for a conversation on how Wells Fargo is transforming the approach to estate settlement through the integration of empathy and efficiency.

Their discussion covers:

• The challenges faced by individuals and families during the estate settlement process

• How Wells Fargo's Estate Care Center is leveraging technology to improve the overall experience

• The role of empathy in financial services and its impact on customer satisfaction

• Strategies for balancing technological efficiency with personal touch in sensitive situations

• Future directions for Wells Fargo in enhancing customer care in estate settlements

On this episode of Six Five On The Road, hosts Patrick Moorhead and Daniel Newman are joined by IBM's Kate Woolley, General Manager, Ecosystem at IBM for a conversation on the evolution and impact of IBM's Partner Plus program and the importance of strong tech partnerships in leveraging Watson.

Their discussion covers:

• The growth and evolution of the Partner Plus program at IBM over the past year.

• An overview of the strong partnerships IBM has cultivated across the tech landscape and the work behind making these collaborations a reality.

• A deep dive into some of the most impactful partnerships related to Watson.

• Kate Woolley’s vision for the Ecosystem team over the next two years, marking her own journey at IBM.

On this episode of the Six Five Webcast, host Paul Nashawaty is joined by Dell Technologies’ Nivas Iyer, Sr. Principal Product Manager, for a conversation on overcoming data storage challenges in modern IT environments, transitioning from traditional VMs to Kubernetes.

Their discussion covers:

• The evolution of data storage from VMs to Kubernetes.

• Key challenges businesses face when managing data storage in Kubernetes environments.

• Best practices for implementing data storage solutions in Kubernetes.

• Dell Technologies' approach to simplifying data storage for Kubernetes.

• Predictions for the future of data storage and Kubernetes.

Leading 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:

OpenAI Announcements On GPT-4 and 4o

• https://twitter.com/PatrickMoorhead/status/1790075998513279080
• https://twitter.com/PatrickMoorhead/status/1790086210402103729
• https://twitter.com/PatrickMoorhead/status/1790081384465203663
• https://twitter.com/danielnewmanUV/status/1790369061135663561
• https://twitter.com/danielnewmanUV/status/1790070271560298862
• https://twitter.com/PatrickMoorhead/status/1790166603989946495
• https://openai.com/index/hello-gpt-4o/

Google I/O 2024

• https://blog.google/technology/ai/google-io-2024-100-announcements/
• https://www.tomsguide.com/news/live/google-io-2024-keynote
• https://twitter.com/PatrickMoorhead/status/1790512651572756590
• https://twitter.com/PatrickMoorhead/status/1790369592109420605

Cisco Q3 FY24 Earnings

• https://twitter.com/PatrickMoorhead/status/1790847816270590226
• https://twitter.com/danielnewmanUV/status/1790878658267169199
• https://investor.cisco.com/news/news-details/2024/CISCO-REPORTS-THIRD-QUARTER-EARNINGS/default.aspx

Dell AI Server Orders

• https://www.cnbc.com/2024/05/15/dell-stock-surges-9percent-on-optimism-company-has-big-ai-server-orders.html
• https://twitter.com/danielnewmanUV/status/1790835313733935570

AWS CEO Change

• https://twitter.com/danielnewmanUV/status/1790409264407703955
• https://twitter.com/PatrickMoorhead/status/1790512651572756590
• https://www.aboutamazon.com/news/company-news/leadership-update-aws-adam-selipsky-matt-garman
• https://fortune.com/2024/05/14/amazon-aws-ceo-adam-selipsky-departing-matt-garman/

IBM and Palo Alto Partner on AI-Powered Security

• Focus IBM efforts on data security (Guardian, Polar) and identity, Security challenges much more tightly aligned to HC & AI
• Lead services partner for #1 Security ISV, giving us a chance to grow our business in line with theirs
• XDR taking over SIEM, pjatformization of Security, threat mgmt landscape changing rapidly
• with PANW IBM has a partner to embed IBM AI, Building LLMs on watsonx to infuse into PANW’s tooling
• -Hashi Vault a key piece of the puzzle moving forward with our existing Verify offering
• https://newsroom.ibm.com/2024-05-15-Palo-Alto-Networks-and-IBM-to-Jointly-Provide-AI-powered-Security-Offerings-IBM-to-Deliver-Security-Consulting-Services-Across-Palo-Alto-Networks-Security-Platforms

Synopsys Sells Off Software Integrity Division

• https://uk.finance.yahoo.com/news/synopsys-sell-unit-much-2-142008331.html
• https://www.prnewswire.com/news-releases/synopsys-enters-definitive-agreement-to-sell-its-software-integrity-business-to-clearlake-capital-and-francisco-partners-302136709.html

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.

On this episode of the Six Five In the Booth, host Melody Brue is joined by Shure's Sam Sabet, CTO, at InfoComm 2024, for a conversation on Shure's latest developments in audio technology, their end-user centric design philosophy, and what the future holds for the company.

Their discussion covers:

• How Shure’s end-user centric design philosophy shapes their product development process and the overall customer experience.

• A deep dive into the Microflex MXW neXt 2, discussing its key features and versatility for various user needs.

• Insights into the Shure Cloud Beta launched at ISE, including the significance of a cloud portal for device management.

• Shure’s approach to security within its cloud portal solutions.

On this episode of the Six Five on the Road, host Patrick Moorhead is joined by Dell's Jen Felch, CIO & Chief Digital Officer for a conversation on Dell's strategy for integrating AI and GenAI technologies to drive internal innovation.

Their discussion covers:

• The evolving roles and responsibilities of a Chief Digital Officer and CIO in today's tech landscape.

• Dell's approach to adopting AI and GenAI within its operations, including the challenges and opportunities.

• Strategies for addressing scalability and improving data quality in AI implementations.

• Supporting team members with the necessary learning, training, and skilling for AI and GenAI innovation.

Learn more at Dell.

In this episode of Six Five On the Road, host Keith Kirkpatrick welcomes Peter van der Putten, Lead Scientist & Director of Pega’s AI Lab at Pegasystems for a conversation about generative AI in the enterprise. 

Their discussion covers:

• The current state of generative AI 

• Common use cases for the technology, pitfalls and hurdles to avoid when deploying generative AI 

• A preview of the topics he and others will be discussing at PegaWorld iNspire 2024

On this episode of the Six Five On The Road at Computex 2024, hosts Daniel Newman and Ryan Shrout are joined by Qualcomm's Cristiano Amon, President and CEO, for a conversation on how Qualcomm is evolving through AI innovations and diversifying its market approach.

Their discussion covers:

• Qualcomm's perspective on AI and its significance for the company's future

• Exploring the vast opportunities AI presents to Qualcomm

• The strategic transition towards becoming a foremost compute company

• Development milestones of Oryon and its impact on Qualcomm's growth

• Forecasting the evolution of AI across devices, from smartphones to PCs, in the next two years

• Insights into Qualcomm's market diversification and disruption strategies

On this episode of the Six Five On the Road, host Krista Macomber is joined by Mike Nichols, VP of Product Management, Security, at Elastic for a conversation on the critical role of AI in transforming Security Operations Centers (SOCs). Mike shares insights on how artificial intelligence is not just the future but a present necessity in defending enterprise systems against advancing threats.

Their discussion covers:

• The transition from traditional SIEM to AI-driven security analytics and its impact on SOC workflows.

• Advancements in threat detection with the new Attack Discovery feature using generative AI.

• Enhancements in team productivity through the AI Assistant, offering tailored guidance for analysts and administrators.

• The implementation of the Search AI platform to improve the accuracy and relevance of generative AI responses by integrating public Large Language Models (LLMs) with private contextual data.

• A forward-looking perspective on defending enterprises with AI technologies, emphasizing that the future is already here.

On this episode of the Six Five On the Road, host Keith Kirkpatrick is joined by Pega's Tara DeZao, Director of Product Marketing, Adtech & Martech, for a conversation on how Generative AI (GenAI) is transforming the marketing landscape through innovative adtech and martech strategies, while also addressing the critical aspects of ethics and data management.

Their discussion covers:

• The evolving role of GenAI in marketing and advertising technologies

• Ethical considerations and best practices in data utilization with GenAI

• Impact of GenAI on personalized marketing strategies and customer experiences

• Navigating the challenges and opportunities presented by data privacy regulations in the era of GenAI

• Future trends in advertising and marketing technologies influenced by GenAI advancements

In this episode of The Six Five Webcast, host Paul Nashawaty welcomes Infinidat’s Eric Herzog, CMO to discuss the future of enterprise storage, cyber storage resilience, and hybrid multi-cloud storage.

Their conversation covers:

• Infinidat G4 Storage platforms

• Cyber Storage Resilience and Recovery

• InfiniSafe Advanced Cyber Protection (ACP)

• InfiniSafe Cyber Detection for VMware Environments

• InfiniVerse Infrastructure Consumption Software Control Plane

• InfuzeOS Cloud Edition for Microsoft Azure and Amazon AWS 

On this episode of the Six Five On The Road at Zoholics, join Six Five Media hosts Cory Johnson, Lisa Martin, and Dave Nicholson for a conversation on the latest insights and developments unveiled at Zoho’s annual Zoholics conference.

Their discussion covers:

• The most impactful announcements made during Zoholics and their implications for businesses and consumers

• How Zoho's latest product developments and updates are set to shape the future of the tech landscape

• Insights into Zoho's strategic direction and vision for enhancing user experience and productivity

• A deep dive into the customer stories shared at Zoholics, showcasing the real-world impact of Zoho's solutions

• Expert analysis on the evolving technology trends and how Zoho remains at the forefront of innovation

Learn more at Zoho.

On this episode of the Six Five In the Booth, host Melody Brue is joined by HP's Greg Baribault, Vice President, Product & Portfolio Management, HP Hybrid Systems for a conversation on the evolution of workplace collaboration technology. With HP's acquisition of Poly, the combined expertise of both companies in computing and audio/video conferencing has paved the way for innovative collaboration solutions that set new industry standards.

Their discussion covers:

• The synergy between HP’s computing prowess and Poly’s audio/video conferencing expertise to create unparalleled collaboration products.

• Insights into the launch of next-gen video conferencing solutions including the Poly Studio G62 and the Poly Studio Base Kit G9 Plus for Microsoft Teams Rooms, emphasizing the importance of Ethernet connections for easy setup and scalability in various meeting spaces.

• The critical role of next-generation hardware in underpinning AI-driven software applications, particularly for enabling features like Poly's Director AI, to deliver exceptional meeting experiences.

• HP's integration with Zoom Device Management into the Poly Lens platform, offering a comprehensive management view for IT teams and outlining future plans with other ecosystem partners.

• The commitment towards sustainability from both HP and Poly, highlighting how it is being integrated as a differentiator in their new product generation and sketching out future sustainability initiatives.

On this episode of the Six Five On The Road, hosts Patrick Moorhead and Daniel Newman are joined by Pure Storage's Maciej Kranz, GM, Enterprise, for a conversation on navigating the complexities and risks in the rapidly evolving AI landscape. With insights from Pure Storage's recent survey, Maciej sheds light on how organizations are gearing up for AI-driven transformation while managing the inherent risks.

Their discussion covers:

• The multifaceted nature of risks in today's technology landscape as outlined in Pure Storage's survey.

• Insights from CIOs on the balance between innovation and risk management, highlighting the pressure to innovate amidst escalating challenges.

• The urgency of AI initiatives for future growth, with a focus on the readiness of current infrastructures to support such advancements according to survey findings.

Learn more at Pure Storage.

On this episode of the Six Five, host Steven Dickens is joined by AWS's Nick Smit, Principal Product Manager, and Emily Shea, Worldwide Lead, Integration Services Go-To-Market, for a conversation on developing a future-proof integration strategy with AWS.

Their discussion covers:

• The importance and impact of integration strategies in today's cloud ecosystems.

• AWS's approach to facilitating seamless integration across diverse IT environments.

• Best practices in developing and implementing a robust integration strategy.

• How AWS enables organizations to innovate and scale with their integration solutions.

• The future prospects for integration on AWS and the impact on global business operations.

Leading 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 Q2CY24 Earnings

https://twitter.com/danielnewmanUV/status/1818713425574330383

https://x.com/PatrickMoorhead/status/1819102693064835247

Qualcomm Q3FY24 Earnings

https://twitter.com/PatrickMoorhead/status/1818755388709179713

https://twitter.com/danielnewmanUV/status/1818742103146742218

https://investor.qualcomm.com/

https://www.cnbc.com/2024/07/31/qualcomm-qcom-earnings-report-q3-2024.html

AMD Q2CY24 Earnings

https://twitter.com/PatrickMoorhead/status/1818386618941952204

https://twitter.com/danielnewmanUV/status/1818386204792177047

https://ir.amd.com/news-events/press-releases/detail/1209/amd-reports-second-q08224uarter-2024-financial-results

Arm Q1FY25 Earnings

https://twitter.com/PatrickMoorhead/status/1818767384389599580

https://twitter.com/danielnewmanUV/status/1818755380039893493

https://twitter.com/danielnewmanUV/status/1818779510160212103

https://investors.arm.com/financials/quarterly-annual-results?utm_source=twitter&utm_medium=social-organic&utm_content=newsroom&utm_campaign=mk29_exec-comms_na

Lattice Q2CY24 Earnings

https://twitter.com/PatrickMoorhead/status/1818371871295127925

https://twitter.com/danielnewmanUV/status/1818422783283454242

https://markets.businessinsider.com/news/stocks/lscc-stock-earnings-lattice-semiconductor-for-q2-of-2024-10336

Microsoft Q4FY24 Earnings

https://twitter.com/PatrickMoorhead/status/1818383375071428614

https://twitter.com/danielnewmanUV/status/1818384036647387579

https://www.google.com/finance/quote/MSFT:NASDAQ

Amazon Q2 Earnings

https://x.com/danielnewmanUV/status/1819103171471725044

https://x.com/danielnewmanUV/status/1819111841307808180

https://www.cnbc.com/2024/08/01/amazon-amzn-q2-earnings-report-2024.html

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.

On this episode of the Six Five In The Booth, host Steven Dickens is joined by IBM's Tina Tarquinio, VP, Product Management, IBM Z and LinuxOne, for a fascinating conversation on integrating AI with the mainframe, a cornerstone for modern IT infrastructure. This discussion delves into IBM's recent advancements and predictive insights into future developments.

Their discussion covers:

• The crucial role of the mainframe in hybrid cloud environments

• How IBM Watsonx Code Assistant for Z is revolutionizing application modernization with AI

• The introduction of Watsonx Assistant for Z, enhancing productivity through conversational AI and generative AI technologies

• The synergy between semiconductors like Telum and the mainframe in powering AI

• A look back at IBM's recent earnings strength and forward-looking non-promissory insights into next year's refresh

Leading 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:

Synopsys Q3FY24 Earnings

https://twitter.com/PatrickMoorhead/status/1826367273507971490

https://twitter.com/danielnewmanUV/status/1826352357099122723

https://investor.synopsys.com/news/news-details/2024/Synopsys-Posts-Financial-Results-for-Third-Quarter-Fiscal-Year-2024/#:~:text=Synopsys%20Posts%20Financial%20Results%20for%20Third%20Quarter%20Fiscal%20Year%202024,-August%2021%2C%202024&text=Record%20quarterly%20revenue%20of%20%241.526,over%20year%20and%20exceeding%20guidance.

NVIDIA Earnings Predictions

https://twitter.com/danielnewmanUV/status/1826279941844963516

https://www.tipranks.com/news/goldman-sachs-sets-expectations-on-nvidia-stock-ahead-of-earnings

https://finance.yahoo.com/news/nvidia-stock-slips-ahead-of-earnings-release-as-wall-street-reiterates-bullish-outlook-175404516.html

https://www.thestreet.com/investing/stocks/analyst-resets-nvidia-stock-price-target-before-earnings

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

https://twitter.com/danielnewmanUV/status/1826631682356650231

https://www.benzinga.com/analyst-ratings/analyst-color/24/08/40505439/broadcom-secures-major-wins-with-openai-google-meta-as-it-targets-150b-ai-market

Debating The Size of The AI GPU & ASIC Market

https://twitter.com/danielnewmanUV/status/1826438394127221065

https://twitter.com/danielnewmanUV/status/1826298517251342541

https://www.cnbc.com/2024/08/23/how-google-makes-custom-cloud-chips-that-power-apple-ai-and-gemini.html

Windows Recall Gets A Date

https://twitter.com/PatrickMoorhead/status/1826413608365863129

https://www.msn.com/en-us/news/technology/recall-just-got-a-release-date-window-for-windows-pcs-here-s-when-you-ll-get-to-test-it/ar-AA1pcu0Y?ocid=BingNewsSerp

https://www.windowscentral.com/software-apps/windows-11/microsoft-says-windows-recall-will-enter-public-preview-in-october

Massive Downward Job Revision

https://twitter.com/danielnewmanUV/status/1826273339142181042

https://twitter.com/PatrickMoorhead/status/1826334206772834474

https://www.cnbc.com/2024/08/21/us-job-growth-revised-down-by-the-most-since-2009-why-this-time-is-different.html

https://seekingalpha.com/article/4716491-3-implications-from-the-massive-downward-jobs-revision

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.

On this episode of the Six Five Media Webcast, Dave Nicholson is joined by Kyndryl, Intel, and Dell Technologies representatives Kevin Hazard, Nuri Cankaya, and Jonathan Seckler for a conversation on Making Enterprise AI Real. This comprehensive discussion outlines how enterprises can implement AI swiftly, the innovative AI factory model by Dell, readiness for current AI applications, and the crucial role of companies like Kyndryl, Intel, and Dell Technologies in facilitating AI integration within corporate strategies.

Their discussion covers:

• The transformative potential of AI factories by Dell for enterprises to scale AI infrastructure.

• The need for enterprises to adopt new skills and expertise to capitalize on AI technologies, with guidance from Kyndryl.

• Intel’s introduction of advanced CPU and GPU technologies tailored for enhanced AI capabilities and infrastructure.

• The readiness of enterprises for AI integration, featuring insights from Intel on technology, ecosystem support, and development programs.

• Strategies for enterprises to kick-start their AI initiatives, including planning for future technology advancements with Dell's AI Ops and partnership insights.

On this episode of the Six Five On the Road, hosts Keith Townsend and Dave Nicholson are joined by VMware User Group’s Brad Tompkins, Executive Director, for a conversation on the latest updates and insights following VMware's acquisition by Broadcom.

Their discussion covers:

• The impact of Broadcom's acquisition of VMware on the user community.

• The anticipated changes in VMware's product and service offerings.

• VMUG's strategy to support its members during this transition.

• Key initiatives VMUG is focusing on to enhance value for its members.

• Overview of upcoming VMUG events and how to get involved.

On this episode of Six Five On The Road at VMware Explore Las Vegas, hosts Daniel Newman and Patrick Moorhead are joined by Chris Wolf, Global Head of AI and Advanced Services, from the VMware Cloud Foundation Division of Broadcom. Chris brings an in-depth perspective on the evolving landscape of private AI and its implications for modern businesses. Our conversation circles around the pivotal shifts in AI deployment strategies and the growing importance of maintaining privacy and security in AI integrations.

Their discussion covers:

• The current state and future prospects of private AI within the enterprise environment.

• Strategies VMware is implementing to enhance privacy and security in AI solutions.

• Insights into Broadcom's approaches to fostering innovation in Cloud and AI technologies.

• The challenges and opportunities businesses face in integrating private AI into their operations.

• Predictions for the next wave of AI advancements and their impact on the tech industry.

On this episode of the Six Five On The Road at Zoholics 2024, hosts Cory Johnson and Lisa Martin are joined by Zoho Corporation's Ram Ramamoorthy, Director of AI Research, for a conversation on how Zoho is addressing the evolving AI challenges within the enterprise landscape.

Their discussion covers:

• Zoho's holistic approach to integrating AI across its suite of products

• The most significant AI challenges enterprises face today and Zoho's solutions

• Future trends in AI technology Zoho is investing in

• The role of data privacy and security in Zoho's AI strategy

• Real-world applications and success stories of AI in Zoho's ecosystem

Learn more at Zoho Corporation.

Leading 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:

Apple WWDC 2024

• https://twitter.com/PatrickMoorhead/status/1800589468144922656
• https://twitter.com/PatrickMoorhead/status/1800335600333045804
• https://twitter.com/PatrickMoorhead/status/1800245807712514556
• https://twitter.com/PatrickMoorhead/status/1800165285325836528
• https://twitter.com/danielnewmanUV/status/1801238399573250050
• https://twitter.com/danielnewmanUV/status/1801244976321581407
• https://twitter.com/danielnewmanUV/status/1800819579008016739
• https://twitter.com/danielnewmanUV/status/1800500949326205414
• https://www.apple.com/newsroom/2024/06/wwdc24-highlights/

Broadcom Q2FY24 Earnings

• https://x.com/PatrickMoorhead/status/1801345321957462137
• https://twitter.com/PatrickMoorhead/status/1801004340510929406
• https://twitter.com/PatrickMoorhead/status/1801000795225178271
• https://twitter.com/danielnewmanUV/status/1801206371209142558
• https://investors.broadcom.com/node/62226/pdf

Adobe Q2FY24 Earnings

• https://x.com/PatrickMoorhead/status/1801360173111402646
• https://news.adobe.com/news/news-details/2024/Adobe-Reports-Record-Revenue-in-Q2-Fiscal-2024/default.aspx
• https://www.cnbc.com/2024/06/13/adobe-adbe-q2-earnings-report-2024.html

Oracle Q4FY24 Earnings

• https://twitter.com/PatrickMoorhead/status/1800908386038431813
• https://twitter.com/danielnewmanUV/status/1800683110285345200
• https://www.oracle.com/news/announcement/q4fy24-earnings-release-2024-06-11/

Enterprise SaaS Reset or Pause?

• https://www.cnbc.com/2024/06/10/power-stocks-up-saas-challenges-and-awaiting-ai-updates-at-apples-event.html
• https://techcrunch.com/podcast/neas-vanessa-larco-says-generative-ai-will-change-the-saas-pricing-model-and-thats-a-good-thing/

Six Five Summit 2024 Wrap

• https://twitter.com/PatrickMoorhead/status/1800474210479051231
• https://twitter.com/PatrickMoorhead/status/1800545970176078304
• https://twitter.com/PatrickMoorhead/status/1800894194292306264
• https://twitter.com/PatrickMoorhead/status/1800934026229735838
• https://twitter.com/PatrickMoorhead/status/1800662715117302033
• https://twitter.com/PatrickMoorhead/status/1800649938122018906
• https://twitter.com/PatrickMoorhead/status/1800649938122018906
• https://twitter.com/danielnewmanUV/status/1801241031725420722

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.

On this episode of the Six Five On the Road, hosts Dave Nicholson and Lisa Martin are joined by Broadcom's Dennis Makishima, VP and GM, Brocade Storage Networking, for a conversation on the unique partnership between Dell Technologies and Brocade. This collaboration highlights a close relationship in joint product development, addressing mission-critical needs, supporting AI ambitions, and a distinctive go-to-market strategy.

Their discussion covers:

• The unique aspects of the Dell Technologies and Brocade relationship

• The collaborative approach to product development, engineering, and innovation between Brocade & Dell

• How Brocade plays a crucial role in supporting Dell customers' mission-critical needs

• Insights into the Brocade & Dell Go-To-Market partnership that sets it apart

• Ways in which Brocade supports Dell's AI ambitions

Leading 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:

HPE Discover 2024

• https://twitter.com/PatrickMoorhead/status/1803456652202615200
• https://twitter.com/PatrickMoorhead/status/1803112603952332898
• https://twitter.com/PatrickMoorhead/status/1803161169487937863
• https://twitter.com/PatrickMoorhead/status/1803107152309133393
• https://twitter.com/PatrickMoorhead/status/1803099434047475875
• https://twitter.com/danielnewmanUV/status/1803191780088881156
• https://twitter.com/danielnewmanUV/status/1803107665260028363
• https://twitter.com/danielnewmanUV/status/1803109611798753725
• https://twitter.com/danielnewmanUV/status/1803086509408751642

Apple Halt On Vision Pro?

• https://readwrite.com/apple-halts-work-on-vision-pro-turns-focus-to-releasing-a-cheaper-vision-headset-next-year/
• https://9to5mac.com/2024/06/18/why-the-vision-pro-2-shutdown-actually-points-to-a-brighter-apple-vision-future/

Pure Storage Accelerate 2024

• https://twitter.com/PatrickMoorhead/status/1803540142587781286
• https://twitter.com/danielnewmanUV/status/1803539488318394848
• https://twitter.com/PatrickMoorhead/status/1803862404364968022
• https://twitter.com/PatrickMoorhead/status/1803827298250154364
• https://twitter.com/danielnewmanUV/status/1803539488318394848

The 3 Trillion Battle - World’s Most Valuable Companies

• https://twitter.com/danielnewmanUV/status/1803195987110010889
• https://twitter.com/danielnewmanUV/status/1803156963301400940
• https://twitter.com/danielnewmanUV/status/1803167696869269815
• https://twitter.com/danielnewmanUV/status/1802850071429742696
• https://twitter.com/danielnewmanUV/status/1802767292662513803
• https://finance.yahoo.com/news/nvidia-becomes-world-most-valuable-185546829.html
• https://www.nytimes.com/2024/06/18/technology/nvidia-most-valuable-company.html

Dell Tech x.AI Ai Deal

• https://finance.yahoo.com/news/dell-super-micro-shares-jump-140329801.html
• https://www.bloomberg.com/news/articles/2024-06-20/dell-super-micro-shares-jump-on-reports-of-ai-factory-for-elon-musk-s-xai
• https://www.investopedia.com/musk-says-dell-super-micro-computer-will-provide-hardware-for-his-ai-startup-8666455

Copilot + PCs Ship

• https://twitter.com/danielnewmanUV/status/1803060301044064442
• https://twitter.com/PatrickMoorhead/status/1802901013051080756
• https://www.engadget.com/here-are-all-of-the-copilot-pcs-with-snapdragon-x-chips-that-were-released-today-104404765.html
• https://learn.microsoft.com/en-us/windows/ai/npu-devices/

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.

On this episode of the Six Five On The Road at Computex Taipei, hosts Daniel Newman and Ryan Shrout are joined by Microsoft's Pavan Davuluri, Corporate VP, Windows & Devices, for a conversation on Microsoft's innovative integration of AI into its products, specifically focusing on Copilot+ PCs.

Their discussion covers:

• How AI integration in Windows and Copilot+ PCs is elevating the user experience

• The necessary hardware requirements for Copilot+ PCs and their significance

• The transformative impact of AI on the PC landscape through Copilot+ PCs

• Ensuring performance and power efficiency in the PC ecosystem with AI advancements

• Microsoft's view on the business potential of AI in PCs compared to the cloud, including insights into new Copilot+ PCs from Surface

Learn more at Microsoft.

On this episode of the Six Five On The Road at Computex Taipei, hosts Olivier Blanchard and Anshel Sag are joined by ASUS's Benjamin Yeh, President of North America, System Business Group, for a conversation on ASUS's innovative strategies and the future of AI PCs.

Their discussion covers:

• The distinctiveness of the ASUS Vivobook S 15 from previous ASUS designs and innovations

• The advantages of ASUS' partnership with Qualcomm in developing the latest generation of CoPilot+ PCs

• The future direction for AI PCs, as seen through the lens of ASUS's current CoPilot+ PC offerings

• Prospects of integrating CoPilot+ technology into ROG-based PCs and the potential focus on non-gaming systems

On this episode of the Six Five On The Road, host Patrick Moorhead is joined by Samsung Electronics B2B America SVP & GM Brad Haczynski, for a conversation on Samsung B2B’s latest innovations revealed at Samsung Unpacked.

Their discussion covers:

• Brad Haczynski's role within Samsung and his perspectives on the latest Samsung Unpacked announcements.

• The significance of Samsung's sixth generation of foldable devices and their appeal to the business sector.

• Key business-oriented features of the Samsung Galaxy Z Fold6 and how they cater to the needs of professionals.

• Samsung's approach to integrating AI into mobile devices and the benefits for business users.

• The evolving role of wearable technology in the business ecosystem and what Samsung's latest wearables offer to corporate users.

On this episode of the Six Five On The Road, hosts Olivier Blanchard and Ryan Shrout are joined by Lenovo's Steve Long, SVP & GM, Commercial Segment IDG for a conversation on Lenovo's strategy and vision for the future of AI PCs, emphasizing the development and integration of Snapdragon X Elite processors.

Their discussion covers:

• Lenovo's roadmap for the AI PC space in the upcoming year and its strategic positioning

• The behind-the-scenes of the Snapdragon X Elite based machines' development and the decision-making process for this collaboration

• The differentiation in AI PC features between Lenovo's commercial and consumer designs

• Prospects for the PC and laptop market with the advent of X Elite processors, including new form factors and design considerations

• Highlighting unique features, technologies, and capabilities in Lenovo's ThinkPad and Yoga systems in the context of AI

• Lenovo's future plans aligning with Microsoft's vision for the Copilot+ PC

On this episode of the Six Five on the Road, hosts David Nicholson and Lisa Martin are joined by Dell's Omar Rawashdeh, PowerEdge Product Planner, for a conversation on Dell's latest announcements at DTW regarding their PowerEdge Servers.

Their discussion covers:

• The latest PowerEdge Servers Dell is announcing at DTW

• Key highlights about the new T160/R260 PE servers

• The key use cases/workloads for these servers

• Availability dates for the T160/R260/R660/R770 servers

On this episode of the Six Five On the Road, hosts Daniel Newman and Patrick Moorhead are joined by Dell Technologies' Doug Schmitt, President, Dell Technologies Services, Dell Technologies for a conversation on leveraging General AI (GenAI) for competitive advantage through services.

Their discussion covers:

• Exploring the omnipresent GenAI and Dell Technologies Services' response to it

• The reasons Dell stands out as the go-to provider for Gen AI and other emerging technological needs

• How GenAI is reshaping the business landscape towards an outcome-based, services-led strategy and Dell’s role in this evolution

• Identifying customer needs beyond GenAI and how Dell is addressing them

• Insights into the future of Services and what to expect moving forward

On this episode of the Six Five On The Road, we are joined by Dell's Justin Bandholz, PowerEdge Portfolio Manager - CSP Manager, for a conversation on the latest developments in Dell's product offerings specifically designed for Communication Service Providers (CSPs).

Our discussion covers:

• The latest announcement from Dell regarding the new CSP Edition products, the PowerEdge R670 & R770

• An explanation of what DC-MHS is and its importance to the industry

• How the PowerEdge R670 & R770 CSP Edition are engineered to address the unique challenges faced by CSPs

• Directions to further resources for Dell CSP customers seeking more information

Leading 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 Q2FY25 Earnings with Special Guest Dan Ives

https://twitter.com/danielnewmanUV/status/1828950129677656440

https://twitter.com/danielnewmanUV/status/1828912048090296611

https://twitter.com/danielnewmanUV/status/1828547617699307905

https://twitter.com/EconomyApp/status/1828895352822657176

https://twitter.com/PatrickMoorhead/status/1828900918122741806

https://twitter.com/PatrickMoorhead/status/1828893310410469838

https://twitter.com/PatrickMoorhead/status/1828526633827119108

https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2025

VMware Explore 2024

https://twitter.com/PatrickMoorhead/status/1828465936162267171

https://twitter.com/PatrickMoorhead/status/1828464851796332765

https://twitter.com/PatrickMoorhead/status/1828554732056789111

https://twitter.com/danielnewmanUV/status/1828527522914672657

https://twitter.com/danielnewmanUV/status/1828464802479644873

https://twitter.com/danielnewmanUV/status/1828465958979264523

https://twitter.com/danielnewmanUV/status/1828465607236522427

Salesforce Q2FY25 Earnings

https://twitter.com/danielnewmanUV/status/1828898718671851914

https://twitter.com/EconomyApp/status/1828888998254891172

https://investor.salesforce.com/press-releases/press-release-details/2024/Salesforce-Announces-Second-Quarter-Fiscal-2025-Results/default.aspx

Dell Q2FY25 Earnings

https://twitter.com/PatrickMoorhead/status/1828811753163272621

https://twitter.com/PatrickMoorhead/status/1829273137466294646

https://twitter.com/danielnewmanUV/status/1829271449531809865

https://www.dell.com/en-us/dt/corporate/newsroom/announcements/detailpage.press-releases~usa~2024~08~dell-technologies-delivers-second-quarter-fiscal-2025-financial-results.htm#/filter-on/Country:en-us

https://www.cnbc.com/2024/08/29/dell-earnings-report-q2-2025.html

Pure Storage Q2FY25 Earnings

https://investor.purestorage.com/financial-information/quarterly-results/default.aspx

https://www.prnewswire.com/news-releases/pure-storage-announces-second-quarter-fiscal-2025-financial-results-302233325.html

https://finance.yahoo.com/news/pure-storage-pstg-q2-earnings-212006305.html

https://twitter.com/danielnewmanUV/status/1829194511265747117

HP Inc Q3FY24 Earnings

https://twitter.com/danielnewmanUV/status/1828903178408194233

https://investor.hp.com/news-events/news/news-details/2024/HP-Inc.-Reports-Fiscal-2024-Third-Quarter-Results/default.aspx

https://x.com/PatrickMoorhead/status/1829193355076534328

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.

Tech It Out: The Six Five's Diana Blass is inside The Dell AI Factory at Dell Tech World 2024, where AI-innovation has transformed nearly every industry vertical. In this episode, see the solutions powering that change: new PowerEdge servers optimized for cooling, an autonomous mobile robot trained in the Omniverse; and don't miss Andy, Dell's "human-like" AI assistant. 

On this episode of the Six Five on the Road, hosts Patrick Moorhead and Daniel Newman are joined by Dell's Arthur Lewis, President, Infrastructure Solutions Group for a conversation on Dell's role in accelerating AI innovation for its customers. Amid the buzz of Dell Technologies World, Arthur offers deep insights into the current AI landscape, Dell's recent AI announcements, and the significance of building a robust AI ecosystem.

Their discussion covers:

• The significant buzz around AI at Dell Technologies World and the trends Arthur is observing

• Dell's strategies and solutions to help customers advance their AI initiatives

• An overview of the AI-related announcements made by Dell at the conference

• The critical role of the AI ecosystem in Dell's approach and how it benefits customers

• The primary message Dell wants customers to remember about its commitment to AI and innovation

On this episode of the Six Five On the Road, we explore the comprehensive impact of Zoho on businesses ranging from SMBs to large enterprises. Join our hosts at Zoholics in Austin, Texas – The Futurum Group’s Lisa Martin, Cory Johnson, and Keith Kirkpatrick with Moor Insights & Strategy’s Robert Kramer to delve into Zoho's suite of products and services, and explore how they cater to diverse business needs.

Their discussion covers:

• The evolution of Zoho from a software company for small and medium businesses to a full-scale enterprise solution provider

• An overview of Zoho's suite of applications and their integration capabilities for businesses

• Case studies highlighting real-world applications of Zoho's products in different industry sectors

• Zoho's role in digital transformation strategies for businesses looking to modernize

• Future outlook and expansions plans of Zoho in the context of emerging business technologies

Learn more at Zoho.

On this episode of the Six Five Webcast, host Paul Nashawaty is joined by Jen Aspesi, Sr. Consultant DevOps and Automation Marketing for ISG at Dell Technologies. Jen shares her profound insights on the pivotal role of Infrastructure as Code, the emerging trends in Platform Engineering, and the transformative impact of Generative AI in advancing DevOps practices.

Their discussion covers:

Summarize the following into one short sentence:

• The evolution and growing importance of Infrastructure as Code (IaC) in DevOps.

• Key strategies and best practices for implementing effective Platform Engineering.

• The integration and influence of Generative AI technologies in DevOps workflows.

• The future outlook of DevOps with the rise of Generative AI and automation technologies.

• Insights into how organizations can adapt to these changes to enhance their DevOps capabilities.

On this episode of the Six Five On the Road, hosts Dave Nicholson and Alastair Cooke are joined by WEKA's Shimon Ben David, Chief Technology Officer, for a conversation on how WEKA's solutions, including the WEKApod Data Platform Appliance, are designed to keep storage technology in pace with the rapidly evolving demands of today's AI workloads.

Their discussion covers:

• The challenges that current AI workloads pose to traditional storage systems.

• An overview of WEKApod Data Platform Appliance and its capabilities.

• How WEKA's solutions are helping organizations optimize their data infrastructure for AI.

• Trends in AI that are shaping the future of storage technology.

• Insights into the partnership with Solidigm and its impact on advancing AI storage solutions.

On this episode of the Six Five On The Road at Computex Taipei, hosts Olivier Blanchard and Anshel Sag are joined by Qualcomm's Don McGuire, SVP & CMO for a conversation on Qualcomm's role in pushing the boundaries of technology through its Snapdragon platform. The discussion spans from the overall impact of the Snapdragon brand across various sectors including mobile, sound, XR, automotive, and the emerging segment of AI PCs.

Their discussion covers:

• The evolution and recognition of the Snapdragon brand beyond mobile, entering new domains such as sound, XR, automotive, and AI PCs.

• How Snapdragon's entry into the AI PC platform with its next-generation features aims at redefining the PC industry.

• The positioning of Snapdragon as both a technology disruptor and an innovation accelerator, and its strategic approach to market leadership.

• Key differentiators of the Snapdragon platform in contrast to other technology solutions, and the significance of these distinctions for the wider tech ecosystem.

Learn more at Qualcomm.

On this episode of the Six Five on the Road, hosts Daniel Newman and Patrick Moorhead are joined by Dell's Cassandra Garber, VP, Sustainability & ESG, for a conversation on Dell’s comprehensive strategy towards sustainability and Environmental, Social, and Governance (ESG) initiatives.

Their discussion covers:

• The latest initiatives in sustainability & ESG at Dell

• Dell's end-to-end approach to sustainability

• Key sustainability goals for this year

• Feedback and expectations from customers regarding sustainability

• Practical advice for businesses aiming to incorporate sustainability & ESG into their models

On this episode of the Six Five On The Road, hosts Dave Nicholson and Lisa Martin are joined by Rackspace's Hannah Duce, Director of Strategic Alliances, for a conversation on the company's latest collaboration with Dell. This partnership marks a significant step forward in providing cutting-edge solutions to customers, leveraging the strengths of both Rackspace and Dell technologies.

Their discussion covers:

• The strategic partnership between Rackspace and Dell and its implications for the market

• The introduction and potential impact of Rackspace Private AI on businesses

• Insights into how this collaboration will influence future tech solutions

Learn more at Rackspace.

On this episode of the Six Five on the Road, hosts Patrick Moorhead and Daniel Newman are joined by Dell Technologies' Jon Siegal and Jonathan Huang, MD/PhD Candidate at Northwestern University Feinberg School of Medicine, Northwestern Medicine for a conversation on how Dell Technologies and Northwestern Medicine are leading the charge in revolutionizing patient care through life-saving artificial intelligence innovations.

Their discussion covers:

• Exploring generative AI vision and use cases in patient care

• Why The Dell AI Factory is the best solution for Northwestern Medicine’s AI needs

• Outcomes and impacts of Northwestern Medicine's AI Factory initiatives

On this episode of the Six Five On the Road, hosts Patrick Moorhead and Daniel Newman are joined by Microsoft's Eric Boyd, CVP, Azure AI Platform, and Asha Sharma, CVP, Product, Azure AI Platform for a conversation on the latest innovations and insights from Microsoft Build 2024.

Our discussion covers:

• The latest developments in Azure AI technology and how they're driving digital transformation

• Strategies for implementing AI solutions within various industries to optimize operations

• Insights into future AI trends and how businesses can prepare for what's next

• The importance of ethical AI and Microsoft's approach to responsible AI development

• Collaboration opportunities within the Azure ecosystem for developers and partners

On this episode of the Six Five Webcast, host Steven Dickens is joined by IBM's Spurthi Kommajosula, Product Manager, IBM Data Product Hub for a conversation on enhancing data and AI outcomes through modern data sharing solutions.

Our discussion covers:

• The critical nature of data sharing in today's digital environment.

• Common inefficiencies in current data exchange methods, including manual delivery and lack of data quality.

• The significant benefits of adopting a data-as-a-product mindset, emphasizing quick value realization, cost efficiency, and improved governance.

• Exploring the primary features and advantages of an internal data marketplace.

• Concluding thoughts and actions to further engage with IBM's Data Product Hub.

On this episode of the Six Five On The Road, hosts Dave Nicholson and Lisa Martin are joined by Dell Technologies' Brian Doty and Moogsoft's Phil Tee for a conversation on the integration and future vision following Dell's acquisition of Moogsoft. This acquisition has sparked significant interest, especially with the evolution of Dell's APEX AIOps portfolio, which now integrates CloudIQ, Moogsoft, and introduces Dell's new Application Observability product.

Their discussion covers:

• The strategic vision and near-future plans for Dell's APEX AIOps portfolio post-acquisition

• Brian's insights on the evolution of Dell's system management and its implications for infrastructure customers

• Phil's perspective on the AI revolution's impact on IT operations, comparing its significance to the industrial revolution.What excites Brian the most about the future of AIOps at Dell and the benefits for customers

Learn more at Dell Technologies and Moogsoft.

Leading 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:

AMD Acquires ZT Systems for AI Rack Design Capabilities

https://www.forbes.com/sites/patrickmoorhead/2024/08/19/amd-boosts-gpu-server-design-capabilities-with-zt-systems-acquisition/

https://x.com/patrickmoorhead/status/1825484205419102242?s=46&t=YiEHo6jc4-PozRf_efr9PA

https://x.com/PatrickMoorhead/status/1825528793349386553

DOJ Considers Breaking Up Google

https://twitter.com/danielnewmanUV/status/1823563936823755225

https://www.nytimes.com/2024/08/13/technology/google-monopoly-antitrust-justice-department.html

https://www.bloomberg.com/news/articles/2024-08-13/doj-considers-seeking-google-goog-breakup-after-major-antitrust-win

Cisco Q4FY24 Earnings

https://twitter.com/PatrickMoorhead/status/1823835829405442247

https://twitter.com/danielnewmanUV/status/1823818590925283805

https://newsroom.cisco.com/c/r/newsroom/en/us/a/y2024/m08/cisco-reports-fourth-quarter-and-fiscal-year-2024-earnings.html#:~:text=Cisco%20today%20reported%20fourth%20quarter,billion%20or%20%240.87%20per%20share.

https://www.fierce-network.com/cloud/more-layoffs-cisco-profit-tanks

https://x.com/jpatel41

Lenovo Q1FY24/25 Earnings

https://twitter.com/danielnewmanUV/status/1824158999606125041

https://news.lenovo.com/pressroom/press-releases/q1-fy-2024-25/

https://www.reuters.com/technology/lenovo-q1-revenue-jumps-20-beats-estimates-pc-market-recovers-2024-08-15/

HPE To Acquire Morpheus Data

https://twitter.com/PatrickMoorhead/status/1824129805073223929

https://twitter.com/danielnewmanUV/status/1824100712202064162

https://finance.yahoo.com/news/hewlett-packard-enterprise-acquire-morpheus-130000545.html

https://seekingalpha.com/news/4140436-hewlett-packard-stock-rises-on-deal-to-acquire-morpheus-data

Huawei To Introduce A Chip In Chinese Market To Compete With NVIDIA?

https://twitter.com/danielnewmanUV/status/1823341668575199727

https://www.cnbc.com/2024/08/14/chinas-huawei-set-to-release-ai-new-chip-to-challenge-nvidia-wsj-says.html#:~:text=Huawei%20is%20preparing%20to%20launch,testing%20the%20chip%2C%20Ascend%20910C

Coherent Q4FY24 Earnings

https://twitter.com/PatrickMoorhead/status/1824191170882277686

https://twitter.com/danielnewmanUV/status/1824203518888329713

https://www.coherent.com/news/press-releases/fourth-quarter-and-full-fiscal-year-2024-results#:~:text=Revenue%20for%20the%20fourth%20quarter,per%20diluted%20share%20of%20%240.61

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.

Leading 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:

Computex 2024

• https://twitter.com/PatrickMoorhead/status/1797523993932767608
• https://twitter.com/PatrickMoorhead/status/1797234174656459256
• https://twitter.com/danielnewmanUV/status/1798139506899783707
• https://twitter.com/danielnewmanUV/status/1797970370915336665
• https://twitter.com/danielnewmanUV/status/1797924285715259422
• https://twitter.com/danielnewmanUV/status/1797865188588478974
• https://twitter.com/danielnewmanUV/status/1797850892135547355
• https://twitter.com/danielnewmanUV/status/1797806082171224142
• https://twitter.com/danielnewmanUV/status/1797450443456704603
• https://twitter.com/danielnewmanUV/status/1797503234703307005
• https://twitter.com/danielnewmanUV/status/1797513977347616863
• https://twitter.com/danielnewmanUV/status/1797509460547760304
• https://twitter.com/danielnewmanUV/status/1797510453570228378
• https://twitter.com/danielnewmanUV/status/1797507200837107722
• https://twitter.com/danielnewmanUV/status/1797507741944324302
• https://twitter.com/danielnewmanUV/status/1797506936969269638
• https://twitter.com/danielnewmanUV/status/1797229333641343123

Cisco Live 2024

• https://newsroom.cisco.com/c/r/newsroom/en/us/a/y2024/m06/cisco-live-2024-cisco-announces-new-ai-powered-innovations-and-investments-to-help-customers-unlock-a-more-connected-and-secure-future.html
• https://www.techrepublic.com/article/cisco-live-2024-splunk-observability-platform

SAP Sapphire Orlando 2024

• https://news.sap.com/2024/06/sap-sapphire-sap-customers-drive-business-transformation/
• https://news.sap.com/2024/06/sap-sapphire-innovation-key-to-bring-out-your-best/
• https://news.sap.com/2024/06/sap-sapphire-generative-ai-center-stage/
• https://news.sap.com/2024/06/ai-innovations-partnerships-sap-sapphire/
• https://news.sap.com/2024/06/joule-microsoft-copilot-unified-work-experience/
• https://technologymagazine.com/videos/sap-sapphire-2024-highlights-from-day-one

US Investigates NVIDIA, Microsoft, OpenAI

• https://twitter.com/danielnewmanUV/status/1798582042957173097
• https://www.nytimes.com/2024/06/05/technology/nvidia-microsoft-openai-antitrust-doj-ftc.html
• https://www.cnbc.com/2024/06/06/us-regulators-to-open-antitrust-probes-into-nvidia-microsoft-and-openai.html

CEO Change at Lattice Semi

• https://twitter.com/PatrickMoorhead/status/1797701960642236668
• https://www.nasdaq.com/articles/lattice-semiconductor-announces-leadership-transition-and-strategy
• https://www.investopedia.com/lattice-semiconductor-shares-tumble-as-ceo-leaves-to-run-coherent-8657493

Senior Leadership Change at Lenovo

• https://news.lenovo.com/pressroom/press-releases/leadership-statement/
• https://news.lenovo.com/pressroom/press-releases/patricia-wilke/

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.

On this episode of the Six Five On The Road, we are joined by Samsung Semiconductor's Christina Day, Director of DRAM Product Marketing, for a conversation on how memory technology is essential for the advancement of AI.

Their discussion covers:

• The critical role of memory in accelerating AI, with a focus on high-density DRAM and SSDs

• How Samsung memory is integrated into Dell Servers to power advanced computing solutions

• The future of memory technology, emphasizing increased bandwidth, density, and efficiency to support faster, smarter AI development

• The impact of Processing-In-Memory (PIM) technology on reducing energy consumption and enhancing AI processing speed and performance

On this episode of the Six Five On The Road, hosts Daniel Newman and Patrick Moorhead are joined by Pure Storage's CEO, Charles Giancarlo, for a conversation on the future of storage solutions and AI innovations at Pure//Accelerate 2024.

Their discussion covers:

• Charles Giancarlo's insights on the evolving landscape of data storage and management

• New technologies and solutions unveiled at Pure//Accelerate 2024

• The role of AI and machine learning in advancing storage solutions

• Strategies for ensuring data security and privacy in storage solutions

• Pure Storage's vision for the future of digital infrastructure

Learn more at Pure Storage.

Leading 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:

Micron Q3FY24 Earnings

• https://investors.micron.com/news-releases/news-release-details/micron-technology-inc-reports-results-third-quarter-fiscal-2024
• https://www.cnbc.com/2024/06/26/micron-shares-slide-after-revenue-forecast-fails-to-top-estimates.html
• https://finance.yahoo.com/news/micron-technology-mu-stock-trades-164706907.html
• https://twitter.com/danielnewmanUV/status/1806162044187803784

Our First Personal Impressions On Copilot+ PC

• https://twitter.com/PatrickMoorhead/status/1806346748840869953
• https://twitter.com/PatrickMoorhead/status/1805659409273463240
• https://twitter.com/danielnewmanUV/status/1805696398094221635

Google Kills Endless Scroll

• https://www.theverge.com/2024/6/25/24185727/google-search-continuous-scrolling-doomscrolling-graveyard
• https://www.zdnet.com/article/google-search-kills-infinite-scroll-heres-what-it-means-for-you-and-websites/

Lenovo AI Announcements

• https://news.lenovo.com/pressroom/press-releases/lenovo-accelerates-ai-with-solutions-that-fast-track-ai-use-cases-for-every-industry/

Google Updates Vertex AI

• https://www.theverge.com/2024/6/27/24187534/google-vertex-ai-developer-search-features-third-party-data
• https://venturebeat.com/ai/google-to-shore-up-vertex-ais-enterprise-credentials-with-addition-of-mistral-small-large-and-codestral-models/

Synopsys At DAC

• https://www.synopsys.com/blogs/chip-design/ai-chip-design-dac-2024.html

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.

On this episode of the Six Five On The Road, hosts Dave Nicholson and Lisa Martin are joined by IBM's Brendan Kinkade, Vice President, Strategic Technology Partnerships, for a conversation on enhancing AI performance through IBM's broader partner strategy.

Their discussion covers:

• IBM's expansive partner strategy and its successful outcomes

• Insights into joint clients and the challenges they face

• The history and evolution of IBM's strategic partnerships

• The unique benefits and collaborative synergies between IBM and its partners

• A recap of recent announcements highlighting advancements in AI performance

Learn more at IBM.

On this episode of Six Five On The Road at VMware Explore Las Vegas, hosts Daniel Newman and Patrick Moorhead are joined by Broadcom's President and CEO, Hock Tan, for a conversation on highlights from his keynote and impactful events from VMware Explore Las Vegas.

Their discussion covers:

• Insights on what resonated most with attendees at the packed VMware Explore session

• Feedback from customers and partners gathered during the event

• Key takeaways Hock Tan wishes for the VMware community from Explore 2024

• A reflective close from hosts Pat and Dan on the keynote insights and broader implications

In this episode of Connected, Diana Blass explores Dell Tech World, uncovering the cutting-edge infrastructure powering AI in enterprises. From robots to farms, witness next-gen servers and edge devices in action. The challenge? Scaling these technologies to maximize computational power efficiently while keeping costs and energy consumption in check. Discover more in our latest episode!

On this episode of the Six Five On The Road, hosts Cory Johnson and Lisa Martin are joined by Zoho's Sridhar Vembu, CEO for a conversation on how prioritizing employee satisfaction can fundamentally transform and elevate the customer experience.

Their discussion covers:

• The correlation between employee satisfaction and customer service excellence

• Strategies Zoho employs to maintain a high level of employee morale and its direct impact on customer satisfaction

• Real-world examples of how Zoho has transformed customer service through employee engagement initiatives

• The role of technology in facilitating employee satisfaction and efficiency

• Future trends in employee engagement and customer experience management

Learn more at Zoho.

On this episode of the Six Five On the Road, host Daniel Newman is joined by Dell Technologies' Yvonne McGill, CFO, for a conversation on how Dell is navigating the changing tech landscape, especially with the advent of AI, and what this means for the company's future growth and value creation.

Their discussion covers:

• Dell's strategy for innovation and progress in the current tech era.

• The bullish outlook on Dell Technologies and its distinguishing factors.

• The impact of AI on financial performance from a CFO's perspective.

• Insights into Dell's recent investor community attention and stock momentum.

• Yvonne McGill's unique approach to her role as CFO nearly a year in.

On this episode of the Six Five On the Road, hosts Daniel Newman and Patrick Moorhead are joined by Dell's Alex Barretto, Senior Vice President for a conversation on how Dell is leveraging AI in their support services.

Our discussion covers:

• The role of AI in transforming customer support at Dell

• Innovative AI technologies Dell is implementing in support services

• The impact of AI on customer satisfaction and operational efficiency

• Future directions for AI in support services at Dell

• Challenges and opportunities in integrating AI into support systems

On this episode of the Six Five On the Road, hosts Dave Nicholson and Lisa Martin are joined by Broadcom and AMD, featuring Jas Tremblay from Broadcom and Robert Hormuth from AMD for an in-depth conversation on their collaborative efforts in supporting Open Architecture for AI. This discussion sheds light on how their partnership is setting the stage for more power-efficient and scalable AI solutions.

Their discussion covers:

• The strategic vision behind Broadcom and AMD's support for Open Architecture in AI.

• The benefits of Open Architecture for businesses and developers in the AI space.

• Achieving power efficiency in AI applications through collaborative innovation.

• The role of scalability in future-proofing AI deployments.

• Insights into Broadcom and AMD's roadmap for AI development and support.

On this episode of the Six Five Webcast - AWS Serverless Series, Keith Townsend is joined by Amazon Web Services' AWS Lambda Usman Khalid and Spencer Dillard for a conversation on leveraging AWS Serverless technologies to achieve rapid innovation without compromising security.

Their discussion covers:

• The advantages of the Serverless operating model versus traditional application development

• Common security challenges in modern application development and how AWS addresses these

• The shared responsibility model for securing Serverless applications on AWS

• Built-in protections provided by AWS Serverless services like AWS Lambda and Amazon ECS with AWS Fargate

• How the ephemeral nature of Serverless resources contributes to security

On this episode of the Six Five On the Road, hosts Alastair Cooke and Lisa Martin are joined by Kamiwaza.ai's Luke Norris, CEO for a conversation on how Kamiwaza.ai is leading the charge in the AI revolution, aiming to redefine the enterprise scale AI with a focus on private data agents and autonomous processes, enabling the 5th Industrial revolution.

Their discussion covers:

• The mission and vision behind Kamiwaza.ai, aiming for 1 trillion inferences per day.

• How data privacy and efficient processing stand at the core of Kamiwaza.ai's technology.

• The use of 'Inference Mesh' and RAG technology to deploy AI across various environments.

• The significant role of agents and autonomous processes in driving the 5th Industrial Revolution.

• The future of enterprise-scale AI and how Kamiwaza.ai is setting the stage for new possibilities in the industry.

On this episode of the Six Five On the Road, dive into the unique business model and cultural ethos that gives Zoho its competitive edge. Join our hosts at Zoholics in Austin, Texas– The Futurum Group’s Lisa Martin and Cory Johnson, with Moor Insights & Strategy’s Melody Brue–to explore the foundational principles that have shaped Zoho into a standout company in the tech landscape.

Their discussion covers:

• The core philosophies that drive Zoho's business strategies

• How conviction in their values shapes Zoho's product development and customer relations

• The impact of Zoho's company culture on its global success

• Strategies Zoho employs to innovate while staying true to its roots

• The role of leadership in fostering a unique workplace environment at Zoho

Learn more at Zoho.

On this episode of Six Five On The Road at VMware Explore Las Vegas, hosts Daniel Newman and Patrick Moorhead are joined by VMware's Paul Turner, Vice President Products, VMware Cloud Foundation Division for a conversation on the future of VMware Cloud Foundation and its implications for cloud computing. With insights into how Broadcom's recent activities align with VMware's vision, this deep dive explores the evolving landscape of cloud infrastructure and services.

Their discussion covers:

• The strategic vision and roadmap for VMware Cloud Foundation

• How Broadcom's acquisition impacts VMware Cloud Foundation's strategy

• Innovations in cloud infrastructure and services planned by VMware

• The role of VMware Cloud Foundation in facilitating hybrid cloud environments

• Future trends in cloud technology and VMware’s position within it

On this episode of the Six Five On The Road at Computex Taipei, hosts Daniel Newman and Ryan Shrout are joined by Qualcomm's Alex Katouzian, Group GM for Mobile, Compute, XR, Voice & Music Wearables Businesses, Qualcomm Technologies Inc., for a conversation on Qualcomm's role in enhancing the Windows ecosystem through next-generation technologies and AI integration.

Their discussion covers:

• The transformative impact of AI across Qualcomm's product portfolio

• Comparing the transition to AI in PCs with that of smartphones

• Overcoming architectural challenges for the X Elite platform

• The synergy between connectivity, cameras, sensors, and AI technologies

• Future paths for on-device AI Compute advancements

• Exploring the "one technology roadmap" approach

• The implications of AI and other tech on XR and upcoming Qualcomm announcements

Leading 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:

Crowdstrike Global Meltdown

https://x.com/PatrickMoorhead/status/1814270507602116769

Meta Won't Do GAI In EU Or Brazil

https://thehackernews.com/2024/07/meta-halts-ai-use-in-brazil-following.html

https://www.bbc.com/news/articles/c7291l3nvwvo

https://www.reuters.com/technology/artificial-intelligence/meta-decides-suspend-its-generative-ai-tools-brazil-2024-07-17/

HP Imagine AI 2024

https://www.hp.com/us-en/newsroom/press-kits/2024/hp-imagine-ai.html

https://www.hp.com/us-en/newsroom/press-releases/2024/HP-Takes-AI-Leadership-to-the-Next-Level.html

TSMC Q2FY24 Earnings

https://twitter.com/danielnewmanUV/status/1813905186756145196

https://twitter.com/danielnewmanUV/status/1813911397950001327

https://investor.tsmc.com/english/quarterly-results/2024/q2

AMD Zen 5 Tech Day

https://www.kitguru.net/components/cpu/matthew-wilson/everything-we-learned-at-amds-zen-5-tech-day/

https://www.tomshardware.com/pc-components/cpus/amd-deep-dives-zen-5-ryzen-9000-and-strix-point-cpu-rdna-35-gpu-and-xdna-2-architectures

Apple Using YouTube To Train Its Models?

https://timesofindia.indiatimes.com/technology/tech-news/apple-ai-model-trained-on-youtube-this-is-what-the-company-has-to-say/articleshow/111837078.cms

https://www.macrumors.com/2024/07/18/apple-intelligence-not-trained-on-youtube/

NVIDIA Announces Mistral NeMo 12B NIM

https://mistral.ai/news/mistral-nemo/?ref=upstract.com

https://venturebeat.com/ai/nvidia-and-mistrals-new-model-mistral-nemo-brings-enterprise-grade-ai-to-desktop-computers/

https://www.forbes.com/sites/moorinsights/2024/07/18/mistral-nemo-analyzing-nvidias-broad-model-support/

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.

On this episode of the Six Five On The Road at Computex Taipei, hosts Olivier Blanchard and Anshel Sag are joined by Qualcomm's Nitin Kumar, VP Product Management for Qualcomm Technologies, Inc., for a conversation on Qualcomm's groundbreaking approach to the design and capabilities of their latest technological marvel, the X Elite.

Their discussion covers:

• The X Elite’s 45 TOPS NPU and its revolutionary performance features

• The genesis and development of the X Elite’s IP to surpass current-generation performance

• The significance of CPU performance and the impressive results of the Oryon CPU

• Enhancements in GPU performance and its impact on gaming, drivers, and game compatibility

• The advancement in connectivity features including WiFi, cellular connections, cameras, and sensorsLearn more at Qualcomm.

Leading 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 Summit New York 2024

https://twitter.com/PatrickMoorhead/status/1810676779654226268

https://twitter.com/danielnewmanUV/status/1811059782033285379

https://twitter.com/danielnewmanUV/status/1811053879448215671

https://twitter.com/danielnewmanUV/status/1811061651291931120

https://twitter.com/danielnewmanUV/status/1811059273960476776

https://twitter.com/danielnewmanUV/status/1811054822583365655

https://twitter.com/danielnewmanUV/status/1811065656617345120

Samsung Galaxy Unpacked July 2024

https://twitter.com/PatrickMoorhead/status/1811031791198679116

https://twitter.com/PatrickMoorhead/status/1811030235430711653

https://twitter.com/PatrickMoorhead/status/1811027699411963991

https://twitter.com/PatrickMoorhead/status/1811026412783952060

https://twitter.com/PatrickMoorhead/status/1811024706155299010

https://twitter.com/PatrickMoorhead/status/1810279226177700335

https://twitter.com/PatrickMoorhead/status/1811044452015771985

https://twitter.com/PatrickMoorhead/status/1811041855288590436

https://twitter.com/PatrickMoorhead/status/1811038633266209089

https://twitter.com/PatrickMoorhead/status/1811037797395898691

https://twitter.com/PatrickMoorhead/status/1811035679897375059

https://twitter.com/PatrickMoorhead/status/1811033738626670624

Apple & Microsoft Leave OpenAI Board

https://www.washingtonpost.com/technology/2024/07/10/openai-board-microsoft-apple-withdraw/

https://www.bloomberg.com/news/articles/2024-07-10/microsoft-quits-openai-board-after-antitrust-scrutiny-grows

AMD Acquires Silo

https://www.forbes.com/sites/marcochiappetta/2024/07/10/amd-to-acquire-silo-ai-to-accelerate-the-companys-ai-ambitions/

https://www.investors.com/news/technology/amd-stock-chipmaker-to-buy-silo-ai/

https://www.ft.com/content/7b8d2057-2687-45b3-bae4-1488a75ac5b2

Sequoia/A16Z/Goldman Rain On The AI Parade

https://finance.yahoo.com/news/goldman-strategists-big-tech-ai-085521628.html

https://boingboing.net/2024/07/10/goldman-sachs-warns-that-ai-could-be-a-bad-investment.html

https://www.sequoiacap.com/article/ai-data-center-buildout/

https://www.tomshardware.com/tech-industry/artificial-intelligence/ai-industry-needs-to-earn-dollar600-billion-per-year-to-pay-for-massive-hardware-spend-fears-of-an-ai-bubble-intensify-in-wake-of-sequoia-report

Oracle & Palantir Foundry & AI Platform

https://www.oracle.com/news/announcement/oracle-and-palantir-unlock-new-innovation-in-cloud-and-ai-to-power-businesses-and-governments-around-the-world-2024-07-09/

https://finance.yahoo.com/news/oracle-orcl-partners-palantir-accelerate-121200671.html

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.

On this episode of Six Five On The Road at VMware Explore Las Vegas, hosts Daniel Newman and Patrick Moorhead are joined by Broadcom's Hock Tan, President and CEO, for a conversation on Broadcom's vision for VMware following its acquisition. The discussion provides valuable insights into the future direction of VMware under Broadcom's leadership, addressing key concerns and opportunities for innovation and growth in the technology sector.

Their discussion covers:

• Broadcom's strategic plans for VMware's integration

• The potential impact on VMware's customer base and product innovation

• How this acquisition aligns with Broadcom's long-term goals in the technology industry

On this episode of the Six Five in the Booth, host Paul Nashawaty is joined by Flexera’s Kristian Dell'Orso, Vice President, Site Reliability Engineering & Site Leader, highlighting their collaboration with Nobl9 for a conversation on becoming an SRE-driven organization. This in-depth discussion explores the transformative impact of adopting Service Level Objectives (SLOs) over traditional Service Level Agreements (SLAs), and how Flexera has shifted its approach to prioritize reliability and enhance customer experiences.

Their discussion covers:

• The transition from SLAs to SLOs at Flexera and its impact on organizational key performance indicators (KPIs), including improvements in reliability and customer experience.

• The limitations of SLAs in capturing the full spectrum of service reliability and customer satisfaction, and the move towards a more proactive and accountable approach within organizations.

• How adopting SLOs has led to consistency in measuring reliability across different groups in the company, fostering a culture of accountability and transparency.

Learn more how Nobl9 and Flexera articulates its strategy: 

• Customer testimonial/webinar 

• SLOConf Presentation 

On this episode of the Six Five On the Road, hosts Patrick Moorhead and Daniel Newman are joined by Dell's Matt Baker, Senior Vice President, Activating AI Strategy at Dell Tech World 2024 for a conversation on Dell's role and strategy within the AI ecosystem.

Their discussion covers:

• Insights on Dell Tech World AI ecosystem news and partnerships

• The significance of GenAI in the tech industry

• Exploring the landscape beyond LLMs in AI models

• Dell's approach to AI enablement through internal deployment

• Analysis of where AI workloads are most effectively run

On this episode of the Six Five on the Road, host Shira Rubinoff is joined by Aviatrix's Chris McHenry, Vice President of Product Management, for a conversation on the critical convergence of cloud networking and security, and how Aviatrix is leading the way.

Their discussion covers:

• The timing and reasons behind the convergence of cloud networking and security

• The benefits that come from integrating cloud networking and security functions

• Insights into Aviatrix Distributed Cloud Firewall and its role in this new era

• Recommendations for organizations to align their enterprise cloud operations with networking and security imperatives

• The exciting potential of Generative AI in enhancing cost optimization, efficiencies, and proactive protection within cloud environments

Learn more at Aviatrix.

On this episode of Six Five on the Road, hosts Cory Johnson and Lisa Martin are joined by CIMCO Refrigeration's David Fauser, Vice President of Sales, Marketing, and Strategy for a conversation on how CIMCO is leveraging Zoho to drive innovation and sustainability within their solutions.

Their discussion covers:

• The innovative approaches CIMCO is taking with Zoho to enhance their refrigeration solutions

• How sustainability is a key component of CIMCO's strategy and its integration with Zoho's tools

• The impact of digital transformation on CIMCO and the refrigeration industry at large

• Insights into CIMCO's future initiatives in leveraging technology for business growth

• The role of data analytics in shaping CIMCO's offerings and customer experiences

Learn more at CIMCO Refrigeration.

On this episode of the Six Five on the Road, hosts Patrick Moorhead and Daniel Newman are joined by Dell's Michael Dell, Chairman & CEO, for a conversation on how Dell Technologies is leveraging AI to pioneer advancements in technology and society. Our discussion delves deep into the role of AI in driving human progress, marking a significant leap in innovation, collaboration, and responsible technology use.

Their discussion covers:

• Insights from Dell Tech World 2024 and the significance of Dell's announcements and the company's drive towards innovation

• Integration of AI in Dell's products and services, enhancing their offerings

• The expansion and nourishment of Dell's ecosystem through strategic partnerships

• Addressing the dual aspects of challenges and opportunities in AI integration within society

• Celebrating Dell's 40th anniversary and looking ahead to the future of Dell Technologies

On this episode of the Six Five On The Road, hosts Patrick Moorhead and Daniel Newman are joined by IBM's Dr. Darío Gil and Rob Thomas, for a conversation on how IBM is leading the charge in leveraging AI to create transformation, innovation, and value for enterprises.

Their discussion covers:

• Insights on how IBM is enabling clients to capitalize on their AI moment to transform their operations.

• A deep dive into the latest developments in AI-powered automation and the expansive toolkit IBM offers to unlock significant value for clients.

• Challenges enterprises face in moving from the exploration phase to generating tangible ROI and value with AI at scale, with expert advice from Dr. Gil.

• The strategic advantages that position IBM as the go-to partner for enterprises looking to deploy, scale, and derive value from AI.

• A look at IBM’s strategy to maintain its leadership position in a fast-evolving industry through rapid innovation in AI.

On this episode of the Six Five On the Road, hosts Dave Nicholson and Lisa Martin are joined by Broadcom's Hasan Siraj, Head of Software Products / Ecosystem for a conversation on how Ethernet is pivotal in scaling AI infrastructure. Broadcom, a global technology leader, is at the forefront of addressing the complexities and needs of AI networking to facilitate the growth and deployment of AI technologies.

Their discussion covers:

• The crucial role of networking in AI deployments

• Broadcom's solutions to the key challenges in AI networking

• Reasons for choosing Ethernet over Infiniband for AI cluster deployments

• Anticipated evolution of AI infrastructure over the next 3-5 years and upcoming challenges

• The demographic of customers deploying AI and their current stage in the AI adoption journey

On this episode of the Six Five On the Road, host Keith Kirkpatrick is joined by Pega's Matt Healy, Director of Product Marketing, Intelligent Automation for a conversation on how Pega's innovative approach to AI and application development is reshaping industries.

Their discussion covers:

• The evolving role of AI in application development

• How Pega's Blueprint technology stands out in the market

• Real-world impacts of Pega's intelligent automation

• The future vision of AI and automation at Pega

• Challenges and opportunities in implementing AI solutions in businesses

#Pegaworld #Pegasystems #Pega #AI #BlueprintTechnology #appdevelopment #TheSixFiveOnTheRoad #KeithKirkpatrick #MattHealy #technology

On this episode of the Six Five On The Road at Computex Taipei, we are joined by Qualcomm's Kedar Kondap, SVP and GM, Compute and Gaming, Qualcomm Technologies, Inc. for a conversation on Qualcomm's strategic movements in the PC space, aiming to redefine performance leadership within the Windows ecosystem.

Our discussion covers:

• The strategic reasons behind Qualcomm's increased focus on the PC segment and their leadership ambitions.

• The journey and impact of Windows on Snapdragon from its inception to the present day.

• Qualcomm's growth aspirations for Snapdragon in the PC market, in terms of market penetration, revenue, and expanding into new sectors.

• The experiences and strategies Qualcomm employs working alongside and differentiating within a market historically dominated by two key players.

• Expected shifts in the software ecosystem, particularly how they may fuel the acceleration of AI in PCs.

• Qualcomm's unique approach to carving out space in the PC segment for both consumer and commercial markets, now through 2025.

Learn more at Qualcomm.

On this episode of the Six Five On the Road, hosts Patrick Moorhead and Daniel Newman are joined by Dell's Sam Burd, President, Client Solutions Group, for a conversation on the evolving landscape of AI in personal computing. Their discussion dives deep into the exciting developments and future potential of AI PCs, a field where Dell has been pioneering new frontiers.

Their discussion covers:

• The history and evolution of AI in PCs, highlighting Dell's early initiatives and contributions to this technology.

• Current ways Dell's customers are leveraging AI PCs in their operations and the benefits they are experiencing.

• Details on the recent AI PC innovations announced by Dell at DTW, outlining what these advancements mean for users.

• An exploration of the market opportunities AI PCs present for Dell and the tech industry as a whole.

Leading 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 Tech World 2024

• https://twitter.com/PatrickMoorhead/status/1792613526873452781
• https://twitter.com/PatrickMoorhead/status/1792608662231593423
• https://twitter.com/PatrickMoorhead/status/1792602634500845885
• https://twitter.com/danielnewmanUV/status/1792611958505812406
• https://twitter.com/danielnewmanUV/status/1792604689172713648
• https://twitter.com/anshelsag/status/1792988137511109021

Microsoft Build 2024

• https://twitter.com/PatrickMoorhead/status/1792609792143536176
• https://twitter.com/anshelsag/status/1792602143201046905
• https://twitter.com/PatrickMoorhead/status/1792606232957825262
• https://twitter.com/danielnewmanUV/status/1793024352146903317
• https://twitter.com/danielnewmanUV/status/1792610370877899211
• https://twitter.com/danielnewmanUV/status/1792608493691863199

IBM Think 2024

• https://twitter.com/PatrickMoorhead/status/1793431766818340877
• https://twitter.com/PatrickMoorhead/status/1793307260233425154
• https://twitter.com/PatrickMoorhead/status/1792898914447675518
• https://twitter.com/PatrickMoorhead/status/1792897289800806822
• https://twitter.com/danielnewmanUV/status/1793375280738009306
• https://twitter.com/danielnewmanUV/status/1792898491028488435

Special Guest - Dan Ives, Wedbush MD

NVIDIA Q1 FY25 Earnings

• https://twitter.com/PatrickMoorhead/status/1793393432800661860
• https://twitter.com/PatrickMoorhead/status/1792544888808259640
• https://twitter.com/danielnewmanUV/status/1793390135528096065
• https://twitter.com/danielnewmanUV/status/1793369369881477526
• https://twitter.com/danielnewmanUV/status/1792981975604555941
• https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-first-quarter-fiscal-2025

Synopsys Q2 FY24 Earnings

• https://twitter.com/PatrickMoorhead/status/1793392550004322574
• https://twitter.com/danielnewmanUV/status/1793376122023055440
• https://investor.synopsys.com/news/news-details/2024/Synopsys-Posts-Financial-Results-for-Second-Quarter-Fiscal-Year-2024/default.aspx

Lenovo Q4 FY23/24 Earnings

• https://news.lenovo.com/pressroom/press-releases/fy-2023-24/
• https://finance.yahoo.com/news/lenovo-group-q4-full-financial-041900859.html
• https://x.com/PatrickMoorhead/status/1793760511961555347

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.

On this episode of Six Five On The Road, hosts Dave Nicholson and Lisa Martin are joined by Dell Technologies' Delmar Hernandez, Sr. Principal Engineer, Technical Product Marketing, and Steen Graham, Founder of Scalers.AI, for a conversation on the flexibility and advantages of GPU choice in the new Dell PowerEdge XE9680.

Their discussion covers:

• The design philosophy behind the Dell PowerEdge XE9680

• How Dell's latest offering supports varied GPU ecosystems

• The role of the PowerEdge XE9680 in advancing AI and machine learning technologies

• Collaboration opportunities for businesses with Scalers.AI using Dell's technology

• Future trends in hardware optimization for AI applications

#DellTechWorld #DellTechnologies, #PowerEdge, #GPU, #AI, #machinelearning, #ScalersAI, #technology #collaboration

On this episode of the Six Five On The Road at Computex Taipei hosts Olivier Blanchard and Anshel Sag are joined by Qualcomm's Rahul Patel, Group GM, Connectivity, Broadband and Networking, at Qualcomm Technologies, Inc., for a conversation on the pivotal role of advanced connectivity solutions like 5G and Wi-Fi 7 in enhancing AI PC experiences. This insightful discussion delves into how Qualcomm is shaping the future of PC technology through innovative connectivity.

Their discussion covers:

• The significance of PC connectivity in the age of AI and how Qualcomm is positioned within this space.

• The benefits of integrating 5G and Wi-Fi 7 into PCs for both enterprise users and consumers, moving beyond conventional Wi-Fi connections.

• New connectivity enhancements Qualcomm is bringing to the PC market to elevate user experiences.

• A broad look at how Qualcomm views connectivity among various devices, including PCs, mobile devices, XR, hearables, and wearables.

• The announcement of a new Wi-Fi SoC aimed at battery-powered IoT devices and the importance of micro-power Wi-Fi.

Learn more at Qualcomm.

On this episode of the Six Five On the Road, we are joined by OP360's Josh Corson, SVP, Data Science & Analytics, for a conversation on how OP360 manages growth and leverages data with Zoho for optimal business performance.

Our discussion covers:

• The role of Zoho in OP360's rapid growth and scalability

• Insights into data management strategies that drive business decisions

• Challenges and triumphs in integrating Zoho with OP360's existing systems

• Future plans for leveraging technology to sustain business growth

• The impact of data analytics on improving customer experience and service delivery

Learn more at OP360.