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Showing episodes and shows of
Patrick Moorhead And Daniel Newman
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The Six Five with Patrick Moorhead and Daniel Newman
EP 265: Will AI Take Your Job? Plus Intel’s Quiet Transformation & AMD’s Opportunity in the AI Chip Race
Could AI make your job obsolete? Episode 265 of the Six Five Podcast tackles this question and other hot topics. Patrick Moorhead and Daniel Newman explore Amazon's AI-driven hiring slowdown and the potential impact on white-collar jobs. From HPE Discover highlights to OpenAI's legal battles with Microsoft, and a debate over the ethics of AI companies using copyrighted data for training, the boys are back with insightful commentary on the rapidly evolving tech landscape. This week’s handpicked topics include: Intro: Recent events, including HPE Discover and the Six Five Summit Amazon's Announcement About Work...
2025-06-30
1h 01
The Six Five with Patrick Moorhead and Daniel Newman
EP 263: NVIDIA’s Big Week, The iPhone Made in America Debate, and the China Chip Crunch
It’s NVIDIA Week! On Episode 263 of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman share a lively dialogue on the week's most compelling tech news and earnings reports. From new US chip software restrictions on China, and Salesforce's strategic acquisition of Informatica, to the latest tech earnings reports. This episode heats up! This week’s handpicked topics include: NVIDIA Earnings Analysis: Breakdown of NVIDIA's strong quarterly performance despite trade restrictions with China. Key highlights for growth in the gaming, automotive, and networking segments. Pure Storage Earnings Review: Discussion of Pur...
2025-06-02
1h 10
The Six Five with Patrick Moorhead and Daniel Newman
EP 262: AI Acceleration: Cisco's Jeetu Patel on Transforming Enterprise Tech
In this episode, Daniel Newman and Patrick Moorhead sit down with Jeetu Patel, President and Chief Product Officer at Cisco, to explore the transformative impact of AI on technology and business. Jeetu shares insights into Cisco's strategic focus on infrastructure, security, and partnerships to drive AI innovation. The handpicked topics for this week are: AI and Industry Transformation: Discussion on the seismic shift in technology driven by AI with special guest: Cisco’s Jeetu Patel. Cisco's role in providing low-latency connectivity and reducing GPU idle time. Strategic investments and partnerships for networking and security infrastructure....
2025-05-26
1h 10
The Six Five with Patrick Moorhead and Daniel Newman
EP 261: AI's Global Surge: From Middle East Deals to Data Center Disruption
Join your favorite hosts, Patrick Moorhead and Daniel Newman, as they unpack the week's most significant tech headlines. From surprising developments in the Middle East to groundbreaking announcements in data center technology and the electrifying buzz around AI, they leave no stone unturned. The handpicked topics for this week are: Middle East Tech Investments and Partnerships: Major tech companies' involvement with Gulf countries and the significance of Western technology expansion in the region, including economic commitments and data center projects in Saudi Arabia and the UAE. Qualcomm's Data Center Ambitions: Qualcomm's un...
2025-05-19
48 min
The Six Five with Patrick Moorhead and Daniel Newman
EP 260: The AI Chip Race and the Trade Deal Gamble: Analyzing AMD, ARM
This week on The Six Five Podcast, Patrick Moorhead and Daniel Newman are back from their travels and diving headfirst into the whirlwind of tech news! From big tech earnings and deepening trade tensions to the evolution of enterprise AI, SaaS disruption, and the shifting role of software agents, the duo breaks down what’s driving transformation across the tech landscape. The handpicked topics for this week are: Market and Economic Updates: Discussion of the first trade deal between the UK and US. Analysis of tariff reductions and remaining trade barriers, and the implications for tec...
2025-05-12
57 min
The Six Five with Patrick Moorhead and Daniel Newman
EP 259: Tech Titans Under Scrutiny: Antitrust, AI, and Global Competition
Tough times for tech as Apple AND Google face legal woes. This week on The Six Five Pod, Patrick Moorhead and Daniel Newman dissect the major developments shaping the tech landscape: From the DOJ's challenge to Google Chrome’s search dominance and Apple's legal battles over its app store policies. Get the expert breakdown on the implications for consumers and the future of these tech behemoths. The handpicked topics for this week are: Google's Legal Challenges and Antitrust Issues: Discussion on Google's predicament with the DOJ's demand to sell Chrome, plus the examination of antitrust imp...
2025-05-05
52 min
The Six Five with Patrick Moorhead and Daniel Newman
EP 258: From Intel's Altera Sale to HPE's Elliot Shake-up: Tech's Turbulent Week
Buckle up! The Six Five Podcast is back, and Patrick Moorhead and Daniel Newman are diving headfirst into the week's tech news, from the latest AI showdowns to the escalating US-China trade war. Get ready for an action-packed breakdown! The handpicked topics for this week are: Tariff and Trade Policy Whipsaw: Analysis on the recent tariff changes and exemptions, highlighting the extreme volatility in trade policy and its immediate repercussions. Intel's Strategic Moves: The podcast covers Intel's decision to sell a majority stake in its Altera FPGA business to Silver Lake. This segment...
2025-04-21
44 min
The Six Five with Patrick Moorhead and Daniel Newman
EP 257: Google Cloud Next, Tariff Tango, and the Market Whipsaw
"Is this Armageddon or just another Monday morning?" That's the question on everyone's mind as the tech world grapples with a whirlwind of AI hype, market volatility, and geopolitical maneuvering. Patrick Moorhead and Daniel Newman deliver their unfiltered perspectives on what's really happening. This week, they explore a handpicked selection of topics that go straight to the heart of the matter, including: Google Cloud Next & Enterprise AI: A look at Google Cloud's announcements from Next 2025, and the company's efforts to differentiate itself through solutions like the Ironwood platform and its approach to enabling enterprise AI a...
2025-04-14
54 min
The Six Five with Patrick Moorhead and Daniel Newman
EP 256: Wall Street Meltdowns, Intel Vision, Tech Rumors & the AI Energy Challenge
Is this the end, or just the beginning of a new chapter? This week on The Six Five, hosts Patrick Moorhead and Daniel Newman discuss the turbulent waters of a market reeling from trade war escalations and looming recession fears. But amidst the chaos, a long-term narrative emerges: the unstoppable force of AI. The handpicked topics for this week are: Microsoft Copilot Consumer Announcements: A breakdown of Microsoft's latest consumer-focused Copilot features and their potential impact on user adoption and competition with other AI assistants. Qualcomm's IoT Expansion: An overview of Qu...
2025-04-07
52 min
The Six Five with Patrick Moorhead and Daniel Newman
EP 255: From Intel to Innovation: Pat Gelsinger's New Ventures
From OpenAI’s $300 Billion Valuation to shake-ups at Intel and more, hosts Patrick Moorhead and Daniel Newman dive into the week's biggest tech stories with a very special guest: Pat Gelsinger. Get ready for insights and unfiltered perspectives you won't hear anywhere else. The handpicked topics for this week are: AI Model Mania: From the latest from OpenAI, Microsoft, and Google, we break down the key AI announcements and what they mean for the future of the industry. The OpenAI Valuation Debate: Is OpenAI's $300 billion valuation justified? We go head-to-head on this hot top...
2025-03-31
47 min
The Six Five with Patrick Moorhead and Daniel Newman
EP 254: Unpacking GTC: Nvidia's AI Dominance and the Hyperscaler Challenge
Hosts Patrick Moorhead and Daniel Newman are back on Episode 254 of The Six Five Pod. They discuss the tech news stories that made headlines this week, with key takeaways from the NVIDIA GTC conference, macroeconomic signals in big tech, and more. The handpicked topics for this week include: NVIDIA's GTC 2025: Taking AI beyond the hype, Jensen Huang's vision for enterprise AI is promising. The rapidly expanding hardware pipeline is setting the stage for a dramatic market shift. But can these companies deliver? AI Chip Showdown: NVIDIA's dominance isn't going unchallenged. Hyperscalers are building t...
2025-03-24
57 min
The Six Five with Patrick Moorhead and Daniel Newman
Ep. 253: Navigating Market Volatility: Tech Moves and Looming Tariffs
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the latest tech news stories that made headlines. This week’s handpicked topics include: ServiceNow's major acquisition of Moveworks https://www.reuters.com/technology/servicenow-buy-ai-firm-moveworks-29-billion-tap-new-customers-2025-03-10/ Intel's new CEO: Lip-Bu Tan takes charge https://x.com/danielnewmanUV/status/1899153069470011865 https://x.com/PatrickMoorhead/status/1900229243524833302 https://www.linkedin.com/posts/daniellouisnewman_intel-ceo-activity-7305692820848136193-xUr-?utm_source=share&utm_medium=member_desktop&rcm=ACoAAA84rLgBlQEgE9kmL8ASHTy8Nkn-OcyGjwc https://x.com/YahooFinance/status/1899934659716202665 https://finance.yahoo.com/video/intel-ceo-brings-stability-investors-133356850.html
2025-03-17
42 min
The Six Five with Patrick Moorhead and Daniel Newman
Ep. 252: We are Live! Talking MWC, Salesforce, Broadcom, Marvell, HPE, Tariffs & Tech
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: MWC Wrap-Up https://x.com/PatrickMoorhead/status/1897644077958725984 https...
2025-03-07
52 min
The Six Five with Patrick Moorhead and Daniel Newman
Ep. 250: We are Live! Talking Lenovo, Intel & TSMC & Broadcom, Groq, HP, Apple, Microsoft
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: TSMC & Broadcom Eye Control Of Intel? https://x.com/Patri...
2025-02-21
48 min
The Six Five with Patrick Moorhead and Daniel Newman
Ep. 249: Talking Cisco, DOGE, Lattice Semi, OpenAI, CAPEX Spending, Intel, JD Vance & AI
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: Cisco Gets AI Lift, All-In On DPUs https://x.c...
2025-02-14
56 min
The Six Five with Patrick Moorhead and Daniel Newman
Ep. 248: We are Live! Talking Qualcomm, Arm, AMD, Amazon, Alphabet, IBM, Coherent
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: Qualcomm Q1FY25 Earnings https://x.com/PatrickMoor...
2025-02-07
54 min
The Six Five with Patrick Moorhead and Daniel Newman
Beyond the Numbers: Jim Anderson on Coherent’s Next Chapter - Six Five Media
Want to know more about Coherent’s quarterly results? Get the details directly from Coherent CEO, Jim Anderson, Hosts Patrick Moorhead and Daniel Newman share a conversation on the evolving dynamics at Coherent and their vision for the future in tech. Tune in as they cover 👇 Coherent's key role in the AI revolution: Discover how the company is contributing to the rapid growth of datacom and AI technologies The power of a diverse industrial business: Learn about the often-overlooked industrial segments and their importance to Coherent's overall success Building a winning culture: Jim e...
2025-02-06
20 min
The Six Five with Patrick Moorhead and Daniel Newman
IBM on the Upswing, Intel Struggles, and the DeepSeek Saga Continues - Six Five Webcast - Infrastructure Matters
On this episode of the Six Five Webcast - Infrastructure Matters, hosts Camberley Bates, Keith Townsend, and Dion Hinchcliffe discuss the latest developments and challenges in the tech industry. The discussion delves into IBM's recent successes, Intel's ongoing struggles, and the unfolding saga of a remarkable technology known as DeepSeek. Their discussion covers: The factors contributing to IBM's current upswing and what it indicates about their strategic direction. Intel's challenges amidst a competitive semiconductor market and potential strategies for recovery. An in-depth look into the DeepSeek technology, its implications, and why...
2025-02-05
30 min
The Six Five with Patrick Moorhead and Daniel Newman
Stargate - The $500 Billion Money Grab - Six Five Webcast: Infrastructure Matters
On this episode of the Six Five Webcast: Infrastructure Matters, hosts Camberley Bates, Keith Townsend, and Dion Hinchcliffe share a conversation on the AI industry, its leadership, competitive landscape, and the infrastructural challenges and opportunities it presents. Their discussion covers: The pivotal role of CEOs in steering their companies through AI transformation and the strategic importance of AI in future corporate success. The intense competition for both talent and data essential for creating powerful AI models, highlighting the efforts of giants like OpenAI, Meta, and Anthropic. Details about Project Stargate, a m...
2025-02-04
31 min
The Six Five with Patrick Moorhead and Daniel Newman
Six Five Connected with Diana Blass: Broadcom Leaders Maintain Mainframe's Relevance
Mainframes are not only here to stay—they’re leading the way! This powerful tech is not only alive but thriving, powering 74% of the world's transactional workloads. From banking to shopping, the mainframe is the backbone of our digital world, offering unmatched security, resilience, and performance. 💪 But there's a catch: with a generation of mainframe experts heading into retirement, the industry needs fresh talent! 👨💻👩💻 Diana Blass is joined by subject matter experts from various companies including Broadcom, Interskill, The Linux Foundation, and The Futurum Group, for a conversation on how organizations are investing heavily in training and de...
2025-02-03
09 min
The Six Five with Patrick Moorhead and Daniel Newman
Powering AI Responsibly: Improving Data Center Efficiency in the Age of Rising Energy - Six Five Media
The rise of AI is revolutionizing industries, but can we harness the power of AI while minimizing its environmental impact? Six Five Media host Daniel Newman met with two industry leaders: Monica Batchelder, Chief Sustainability Officer, and Kirk Bresniker, Chief Architect of Hewlett Packard Labs and a Hewlett Packard Enterprise Fellow, both from Hewlett Packard Enterprise to discuss this critical topic. Tune in as they discuss ⤵️ • The sheer scale of AI's energy consumption and the urgent need to mitigate its impact on the climate crisis • Holistic strategies for reducing the carbon footprin...
2025-01-31
27 min
The Six Five with Patrick Moorhead and Daniel Newman
Ep. 247: We are Live! Talking DeepSeek, Microsoft, IBM, Intel, ServiceNow, SAP
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: DeepSeek Panic or Joy? https://x.com/PatrickMoor...
2025-01-31
48 min
The Six Five with Patrick Moorhead and Daniel Newman
DeepSeek’s Ecosystem Implications, Samsung’s Galaxy Unpacked, & More - Six Five Webcast: The 5G Factor
On this episode of the Six Five Webcast: The 5G Factor, host Ron Westfall, along with analyst Olivier Blanchard, dive into the latest developments in the mobile and AI landscapes. They discuss DeepSeek R1, Galaxy Unpacked, and the prospects of operators like AT&T and Verizon using their real estate and AI infrastructure to monetize AI services are examined. Their discussion covers: The introduction of DeepSeek's R1 model, its impact on AI ecosystems, and the geopolitical considerations involving NVIDIA. Samsung's unveiling of new Galaxy devices aimed at enhancing AI mobile experiences. ...
2025-01-31
45 min
The Six Five with Patrick Moorhead and Daniel Newman
Jeetu Patel on Driving Digital Transformation at Cisco - The View From Davos
The World Economic Forum is always a hotbed of ideas, and this year, the focus was squarely on AI 🎯 Daniel Newman and Patrick Moorhead caught up with Cisco’s EVP & Chief Product Officer Jeetu Patel to get his thoughts on the event and his take on AI and the keys to unlocking economic growth. Tune in as they cover: Cisco's approach to innovation and product development The importance of hybrid and sovereign AI clouds & areas where Cisco can add unique value, like AI security Cisco’s role working with hypersca...
2025-01-31
13 min
The Six Five with Patrick Moorhead and Daniel Newman
Exploring Lenovo's Globalization and AI Strategies - The View From Davos
Could CEO's role in AI success be counterintuitive? Hear from Lenovo's Global Solutions Group President, Ken Wong, as he chatted with Daniel Newman and Patrick Moorhead last week at the WEF in Davos, Switzerland. They discuss that strong leadership is essential in AI implementation but hands-on involvement may hinder progress. Catch this segment of The View From Davos as they cover👇 Lenovo's role in addressing global challenges and its journey in AI adoption The transition from experimenting with Gen AI to implementing and scaling these solutions for Lenovo's customers How Lenovo is u...
2025-01-30
15 min
The Six Five with Patrick Moorhead and Daniel Newman
Davos 2025 in a Nutshell: AI, Energy, and Optimism
Davos 2025 was packed with ideas, inspiration, and crucial updates in tech.! The Swiss town was teaming with leaders from across tech, government, and finance converging to discuss the future. Catch Patrick Moorhead and Daniel Newman fresh off a week of incredible meetings and conversations as they share their thoughts on the key trends, innovations, and strategic outcomes from the event including 👇 AI is THE dominant theme: From CEOs to policymakers, everyone is focused on how AI will reshape our world. Sustainability takes center stage: Companies and governments are showing a genuine commitment to dec...
2025-01-30
09 min
The Six Five with Patrick Moorhead and Daniel Newman
NTT R&D Forum 2024: A Showcase of Innovation Aimed at Creating a Better Future - Six Five Media
NTT is a top 15 global tech company with nearly $100B in revenue and 340K employees worldwide. What many people don’t realize is they’re much more than a telecom provider – they’re also a major player in enterprise IT services, data centers, and even renewable energy. Six Five Media is with Will Townsend, Vice President & Principal Analyst at Moor Insights & Strategy, as he sits down with with Vito Mabrucco, Global Chief Marketing Officer at NTT to digest the 2024 NTT R&D Forum held in Tokyo, Japan—a premier event that brings together top tier people, technologies, and research, fostering...
2025-01-29
18 min
The Six Five with Patrick Moorhead and Daniel Newman
Cloud, Complexity, AI: Threats to Cyber Resilience - Six Five On The Road
What’s the REAL cost of cyberattacks? 🚨Over 54% of enterprises have been attacked in the last 12-18 months, with breach costs averaging $5 MILLION. Futurum Group CEO, Daniel Newman, is joined by NetApp's GM of Data Services, Gagan Gulati, on this episode of the Six Five On The Road for a conversation on the critical findings from the NETAPP–FUTURUM GROUP CYBER RESILIENCE STUDY and the evolving cybersecurity threats necessitating new resilience strategies. Key topics include: The startling statistics from The NetApp – Futurum Group Cyber Resilience Study, including over 54% of enterprises experiencing cyber-atta...
2025-01-29
25 min
The Six Five with Patrick Moorhead and Daniel Newman
Lenovo + NetApp Making Moves, The Feds on Security, and Dion's Predictions - Six Five Webcast - Infrastructure Matters
On this episode of the Six Five Webcast - Infrastructure Matters, hosts Camberley Bates, Keith Townsend, and Dion Hinchcliffe discuss the latest industry moves, the federal government's stance on cybersecurity, Lenovo and NetApps initiatives, and more. Their discussion covers: Lenovo and NetApp's strategic initiatives and what these mean for the tech industry The federal government's latest directives on cybersecurity and how they impact businesses Dion Hinchcliffe's predictions for the tech industry, focusing on emerging trends and challenges The importance of collaboration between tech giants in shaping the future of...
2025-01-29
34 min
The Six Five with Patrick Moorhead and Daniel Newman
Boost Mobile, Cisco, Nokia, & More - Six Five Webcast: The 5G Factor
On this episode of the Six Five Webcast: The 5G Factor, hosts Ron Westfall and Tom Hollingsworth delve into the significant 5G ecosystem developments that have marked the onset of 2025. They highlight Cisco's recent update on its strategic relationship with Boost Mobile, demonstrating how Cisco's Test Automation Framework and SDN controller, the Cisco Crosswork Network Controller, were crucial in testing new services and activating cell sites. This ensured Boost Mobile met its 5G deployment targets, while also evaluating the future prospects for Boost's parent company, Echostar/DISH Wireless, through 2025 and beyond. Their discussion covers: ...
2025-01-28
23 min
The Six Five with Patrick Moorhead and Daniel Newman
Antonio Neri Discusses Hewlett Packard Enterprise's Future - The View From Davos
There’s no question – AI is top of mind for businesses and governments alike and the focus is shifting from infrastructure to implementation & value derivation. Patrick Moorhead and Daniel Newman were joined by Hewlett Packard Enterprise's President & CEO, Antonio Neri, last week in Davos. In their conversation, Neri emphasizes HPE's commitment to making technology equitable and sustainable, their strategic positioning in AI, and the role of hybrid cloud in AI applications. Tune in as they cover 👇 Sovereign AI initiatives by various governments HPE’s edge-to-cloud platform, GreenLake and partnerships with companies like NVIDIA and Junip...
2025-01-28
13 min
The Six Five with Patrick Moorhead and Daniel Newman
Exploring the Future of Technology with LogicMonitor's CEO - The View From Davos
With an upcoming raise close to $1B LogicMonitor must be doing a few things right, right? Get the download straight from LogicMonitor's Chief Executive Officer Christina Crawford Kosmowski and hosts Patrick Moorhead and Daniel Newman at the WEF in Davos.They discuss the future landscape of technology and how LogicMonitor is prioritizing innovation while making sure systems work as they should. Get their take on: AI as the dominant theme at this year’s WEF LogicMonitor’s recent $800M funding round and an exciting new partnership with OpenAI How LogicMonitor is help...
2025-01-28
11 min
The Six Five with Patrick Moorhead and Daniel Newman
The View From Davos with Ericsson’s Åsa Tamsons
Daniel Newman had a fascinating "walk and talk" at Davos with Ericsson's Head of Enterprise Wireless Solutions, Åsa Tamsons. ❄️ AI & tech innovation demands that we push connectivity to the edge. Get their take on cutting-edge developments in enterprise wireless solutions and the future of connectivity. Tune in as they discuss 👇 The evolving landscape of enterprise wireless solutions The importance of investing in network infrastructure for global competitiveness Responsible resource management, even as networks scale to accommodate growing data demands The potential of edge computing to power real-time applications like video analytics and AI-d...
2025-01-28
09 min
The Six Five with Patrick Moorhead and Daniel Newman
Samsung Launches Flagship Phone Positioned as “A True AI Companion” - Six Five On The Road at Galaxy Unpacked
You could be carrying an AI agent in your pocket. 📲 Olivier Blanchard, Research Director & Practice Lead, AI, Futurum, and Anshel Sag, Principal Analyst, Moor Insights & Strategy, are at the Samsung Galaxy Unpacked event where they’re joined by Samsung Electronics America's Brad Haczynski, SVP and General Manager for B2B Mobile eXperience. They share a conversation on Samsung's reveal of the, Galaxy S25 series, packed with powerful AI capabilities for this episode of Six Five On The Road. Tune in for details on: Brad Haczynski's insights into the Galaxy S25 Samsun...
2025-01-27
17 min
The Six Five with Patrick Moorhead and Daniel Newman
The View from Davos with Cisco's Chuck Robbins
Cisco CEO Chuck Robbins gives us his state of the market from Davos. Learn what he is saying below ⬇️ Patrick Moorhead, Daniel Newman, and Chuck spoke about, wait, you guessed it…. #AI, but Chuck connected the dots on its transformative nature from infrastructure to security. Plus, we got the scoop on the future of Agentic AI and Cisco’s ongoing transformation. Specifically learn: How AI is driving Cisco's evolution: From infrastructure to security, Cisco is integrating AI across its portfolio The next frontier of Agentic AI: Imagine a network administrator that's an AI age...
2025-01-27
07 min
The Six Five with Patrick Moorhead and Daniel Newman
Insights from Infosys's EVP Anand Swaminathan - The View From Davos
2024 was a great year for AI awareness building. Infosys EVP Anand Swaminathan, Infosys EVP, believes 2025 will be a pivotal year for organizations to unlock the true potential of AI to drive meaningful impact. Host Patrick Moorhead gets his thoughts on this and more on The View From Davos. Tune in as they discuss ⤵️ AI driving product reimagination and process simplification across industries Infosys’s approach to innovation and how it’s shaping the future of business Small Language Models (SLMs) are gaining traction for business-specific purposes Creating a culture of innovation and embracing AI within large organizations Utilizing AI to drive t...
2025-01-25
12 min
The Six Five with Patrick Moorhead and Daniel Newman
The View from Davos with AccuWeather's Dr. Joel N. Myers
AI is accelerating everything…including energy demand and climate change? Patrick Moorhead and Daniel Newman are at WEF25 where they’re joined by AccuWeather's Dr. Joel N. Myers, Founder and Executive Chairman for this installment of The View From Davos. Dr. Myers shares insights on the critical role of weather forecasting in global decision-making and climate change adaptation strategies. Tune in for these key takeaways: How much we can expect the rise of AI to increase energy demand in the next 10+ years Fusion energy? Why it could be the ultimate solution but its...
2025-01-24
14 min
The Six Five with Patrick Moorhead and Daniel Newman
The View from Davos with Groq's Jonathan Ross
🔥 Did you know? Groq is rivaling giants like Google Gemini and Amazon Bedrock in LangChain's API usage! Daniel Newman & Patrick Moorhead catch Groq CEO Jonathan Ross to get his take on AI's exponential growth and why Groq is poised to dominate the inference market. 🎧 Tune into this segment of The View From Davos for more on: AI’s Exponential Growth: AI is evolving at an incredible pace, driven by the doubling of chips and transistors. Groq is uniquely positioned to capitalize on this with their data center-level approach Energy Efficiency: Groq's architec...
2025-01-24
07 min
The Six Five with Patrick Moorhead and Daniel Newman
The View from Davos with Qualcomm's Cristiano Amon
What's Qualcomm's CEO Cristiano Amon saying from Davos? He has great optimism for growth and the crucial role of collaboration between public-private partnerships in driving progress. Find out why below ⬇ Hosts Daniel Newman and Patrick Moorhead are back with another interview on The View From Davos. They met up with Qualcomm's Cristiano Amon, President and Chief Executive Officer, to discuss the latest tech advancements and market trends observed at this year’s WEF. Cristiano shares his valuable insights from the forum including his optimism for growth and the crucial role of collaboration between public-private partnerships in d...
2025-01-24
15 min
The Six Five with Patrick Moorhead and Daniel Newman
The View from Davos with Meta‘s Yann LeCun – The Future of AI is Open and Human-Level Intelligent
How important is open source to the future of AI and are we at human-level intelligence yet? Patrick Moorhead and Daniel Newman are joined by Meta's Yann LeCun , VP & Chief AI Scientist for a conversation on the latest AI developments and insights from WEF25 in this segment of The View From Davos. Get their take on: - The importance of open source for accelerating AI development and - Going beyond LLMs: LeCun imagines future AI systems will understand the physical world, reason, plan, and have persistent memory - Th...
2025-01-24
08 min
The Six Five with Patrick Moorhead and Daniel Newman
DevOps Strategies: The Secret to Smarter, Faster Business Outcomes - DevOps Dialogues
What trends can organizations expect in DevOps? Host Mitch Ashley is joined by Johnny Halife, Founder & Chief Technology Officer at SOUTHWORKS, on this episode of the DevOps Dialogues, for a conversation on leveraging DevOps strategies for smarter and faster business outcomes. Their discussion covers 👇 How SOUTHWORKS employs DevOps strategies for more intelligent and swift outcomes Key tactics to streamline workflows, manage high-stakes projects effectively, and anticipate the future of DevOps practices The direct impact of DevOps strategies on improving business outcomes Strategies SOUTHWORKS uses to successfully manage high-stakes software dev...
2025-01-23
24 min
The Six Five with Patrick Moorhead and Daniel Newman
The View from Davos with Fox Rothschild's Matthew Kittay
Get the download from Davos on AI, Regulation, and the Future of Business The convergence of finance, tech, government, and regulation is creating a pivotal moment placing AI, regulation, and the future of business at the forefront. Daniel Newman and Patrick Moorhead continue to bring exclusive WEF25 coverage with The View From Davos in this conversation with Fox Rothschild's Matthew Kittay, Partner; National Co-Chair, M&A Team. They share thoughts on the global economic outlook, key trends in mergers and acquisitions, and insights from the Davos meeting. Key Takeaways: AI's impact and the...
2025-01-23
08 min
The Six Five with Patrick Moorhead and Daniel Newman
The View from Davos with Workday CTO Jim Stratton
There’s no question about it – AI is changing the workforce across entire industries and ecosystems. Can employers build trust while implementing AI? Patrick Moorhead and Daniel Newman are joined by Workday's Jim Stratton, Chief Technology Officer on this segment of The View From Davos, for a conversation on the transformative power of AI, responsible implementation, and the evolving landscape of work. Tune in as they cover: Key themes and technology trends emerging from Davos How Workday is contributing to the global technology landscape Jim Stratton's vision for the future of work...
2025-01-23
13 min
The Six Five with Patrick Moorhead and Daniel Newman
How VCs Are Supporting AI & Sustainability - Helena Capital - The View From Davos
Helena Capital aims to break barriers with its focus on female-led tech companies. Join Patrick Moorhead and Daniel Newman as they sit down with Sarah Antor, the powerhouse behind Helena Capital. Sarah isn't just another VC - she's leading the charge in a revolution that's reshaping the future of investment. 💥 Why this is a must-watch: AI & Sustainability Collide: Discover how Helena Capital is backing startups that are weaving AI and decarbonization technologies into the very fabric of global supply chains Female Founders Take Center Stage: Sarah reveals why investing in women-led businesses isn't jus...
2025-01-23
10 min
The Six Five with Patrick Moorhead and Daniel Newman
Talking AI, Cybersecurity, Ransomware & Deepfakes with Check Point Software - The View From Davos
When it comes to cybersecurity, AI may be a double-edged sword. You may be used to news reporters or journalists covering this big event, but we are here to go one step further, connecting the dots between tech, finance, and policy. Six Five Media’s “The View From Davos” brings you slightly different perspectives & analysis from technology industry analysts, Patrick Moorhead and Daniel Newman. Today they are joined by Check Point Software President, Rupal Shah Hollenbeck, to talk on the evolving landscape of cybersecurity, focusing on current threats like AI, ransomware, and deepfakes. Ge...
2025-01-22
11 min
The Six Five with Patrick Moorhead and Daniel Newman
Stick or Twist: Examining the Alternatives to VMware for Virtualization & HCI - Six Five Webcast - DevOps Dialogues
Many SMBs and remote-based enterprises are facing soaring infrastructure costs. On this episode of DevOps Dialogues, host Mitch Ashley is joined by StorMagic's Chief Product Officer Bruce Kornfeld, to look at the evolving landscape of virtualization and HCI (Hyper-Converged Infrastructure). Their discussion covers: - The current state of virtualization technology and its market implications - Challenges businesses face with traditional virtualization solutions - Advantages of alternative HCI and virtualization technologies compared to VMware - StorMagic’s role in providing innovative virtualization and cost-effective solutions with its SvHCI pl...
2025-01-22
17 min
The Six Five with Patrick Moorhead and Daniel Newman
Six Five Connected: The Need For High-Density Storage in The Age of AI
The age of AI is here, and data is its fuel. But could storage limitations be holding us back? Conversations at SC24 explored this challenge diving into the SSD vs. HDD debate, and the latest advancements like Solidigm's 122TB SSD – a game-changer that can hold 4K copies of every '90s movie 2.6 times over! 🤯 Tune in for more on this critical piece of the AI race as Diana Blass, Patrick Moorhead, Keith Townsend break down the latest in solid-state drive technology and their importance in AI and big data landscapes with Solidigm's Avi Shetty and Dell Technologies' Geeta...
2025-01-22
08 min
The Six Five with Patrick Moorhead and Daniel Newman
IBM’s Rob Thomas on Generative AI, LLMs, and the Path to Value Creation at the World Economic Forum in Davos, Switzerland - The View from Davos
New insights from Davos ❄️ – the future of AI is about value creation. Has AI reached a pivotal point? IBM’s Rob Thomas believes it’s time to move beyond experimentation and to focus on generating real value with AI. Patrick Moorhead and Daniel Newman are joined by IBM's Rob Thomas, SVP, Software and Chief Commercial Officer, for a conversation on IBM's recent initiatives and his take on the future of AI in this installment of The View from Davos. Tune in as they cover ⤵️ IBM's strategic priorities and how they are shaping the fu...
2025-01-22
16 min
The Six Five with Patrick Moorhead and Daniel Newman
2025 5G Prospects - Open RAN, D2C & DOOH - Six Five Webcast: The 5G Factor
On this episode of the Six Five Webcast: The 5G Factor, hosts Ron Westfall and Tom Hollingsworth discuss the promising future of 5G technology in 2025, focusing on Open RAN, direct-to-cell satellite communications, and digital out-of-home (DOOH) applications. They dive into the early efforts by the US NTIA to administer the $1.5 billion Public Wireless Supply Chain Innovation Fund to encourage Open RAN development, with a keen eye on supply chain and national security considerations, citing the Salt Typhoon cybersecurity incident as a critical factor. Their discussion covers: The potential impact and benefits of the $1.5 billion Public...
2025-01-21
24 min
The Six Five with Patrick Moorhead and Daniel Newman
AI & Us: Building an AI-Skilled Workforce: Overcoming Talent Gaps in GenAI Adoption - Six Five Media
The future of work is here, and it's powered by AI. But are we prepared? As businesses navigate the complexities of AI implementation, talent scarcity, technical hurdles, and the need for interdisciplinary skills emerge as significant barriers. In the second installment of Dell Technologies’ “AI & Us” series, Six Five Media host David Nicholson is with Cynthia Breazeal, Dean for Digital Learning at MIT Media Lab, and Vivek Mohindra, SVP of Corporate Strategy at Dell Technologies, to share actionable strategies to proactively build an AI-skilled workforce. Their conversation covers: How AI is tra...
2025-01-21
21 min
The Six Five with Patrick Moorhead and Daniel Newman
The Future of Work and Technology: Exclusive Insights from Davos, Switzerland
Curious about what the technology industry analyst angle is at Davos? From AI and automation to sustainability and geopolitics, Six Five Media founders, Daniel Newman, CEO at The Futurum Group, and Patrick Moorhead, Founder & CEO at Moor Insights & Strategy, are on the ground at the World Economic Forum. They are capturing the key trends and insights shaping the future of business and technology, from a slightly different perspective than what you're used to. Watch the latest episode of this special coverage for exclusive interviews and analysis, focusing on the “re-ordering” of priorities like sustainability, agentic AI, aut...
2025-01-21
07 min
The Six Five with Patrick Moorhead and Daniel Newman
Ep. 246: We are Live! Talking Microsoft, AI Regulations, Google, Meta, Lenovo, TSMC
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: Microsoft Wants to Drive Enterprise Trial With Copilot Chat https...
2025-01-18
49 min
The Six Five with Patrick Moorhead and Daniel Newman
Six Five Connected: Infleqtion Quantum Solutions - From Lab to Market
Infleqtion is developing groundbreaking quantum solutions for a variety of industries, including telecommunications, data centers, and financial centers. Diana Blass is joined by Infleqtion CEO Matthew Kinsella, Evan Salim, Quantum Fellow & Lead Prototype Engineer, and Christina Willis, Director, Government Affairs & Senior Optical Scientist on this episode of Six Five Connected for a conversation on how quantum technology has transitioned from academic research to enterprise applications. Tune in as they cover: The evolution of quantum technologies from theoretical exploration to commercial readiness The development and impact of atomic clocks and quantum computers in various s...
2025-01-16
09 min
The Six Five with Patrick Moorhead and Daniel Newman
What CES Means for Data Centers and 2025 Data Infrastructure Predictions - Six Five Webcast - Infrastructure Matters
On this episode of the Six Five Webcast - Infrastructure Matters, hosts Camberley Bates, Keith Townsend, and Dion Hinchcliffe dive into the announcements from CES 2025 and their implications for data centers and data infrastructure moving forward. Their discussion covers: Nvidia's groundbreaking launch at CES 2025, featuring the Project Digits personal AI supercomputer, the GB-200 data center superchip equipped with 72 Blackwell GPUs, and the debut of the Cosmos AI-friendly world model. The evolution and growing significance of scale-out and parallel file systems in facilitating AI workloads within enterprises. Emerging demands for more sophisticated...
2025-01-15
30 min
The Six Five with Patrick Moorhead and Daniel Newman
Ep. 245: We are Live! Talking Meta, NVIDIA, Qualcomm, AMD, Intel
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: Meta Goes Community Notes, Eliminates Moderators https://about.fb.co...
2025-01-10
56 min
The Six Five with Patrick Moorhead and Daniel Newman
How Arm is Powering the Next Generation of AI-Enabled Vehicles - Six Five On The Road at CES 2025
Who will take the lead in the AI automotive race? 🚗💨 Host Olivier Blanchard is joined by Dipti Vachani, SVP & GM, Automotive Business at Arm on this episode of the Six Five On The Road at CES 2025 to discuss how Arm aims to shape innovation in the automotive industry, highlighting its contributions to the next generation of AI-enabled vehicles. Their discussion covers 👇 The biggest automotive technology trends in 2025 How Arm leverages its smartphone and datacenter market expertise in the automotive industry Arm’s role in fostering collaborations within the automotive ecosystem to streamline...
2025-01-09
18 min
The Six Five with Patrick Moorhead and Daniel Newman
Dell Client Portfolio Innovation - Connected with Diana Blass
The PC is back in the spotlight 🔆 and Dell unveiled a slew of innovations at CES 2025. On this episode of Connected with Diana Blass, we get the inside scoop from several experts at Dell Technologies and Dell’s Alienware team on their CES 2025 product showcase. Key takeaways: Dell is bringing AI to the edge, integrating powerful MPUs from Intel, Qualcomm, and AMD into its new line of laptops, meaning faster, more efficient performance for demanding workloads Simplified Portfolio: Dell has streamlined its PC lineup with three clear categories: Dell, Dell Pro, and Dell Pro M...
2025-01-07
06 min
The Six Five with Patrick Moorhead and Daniel Newman
Alienware Announces New Flagship Products at CES 2025 - Six Five On The Road
Area-51 Gaming PC’s are Back! 👽 Dell Technologies has showcased a ton of innovations at CES 2025. On this episode of Six Five On The Road, host Anshel Sag, Principal Analyst, Moor Insights and Strategy is joined by Alienware General Manager, Matt McGowan, for a conversation on the highly anticipated announcements from Alienware, a subsidiary of Dell Technologies, continuing its tradition of unveiling cutting-edge gaming technology. Their discussion covers 👇 • The reintroduction of the iconic Area-51 product line, its legacy, and its significance in the gaming community • How the feedback from the gaming community in...
2025-01-07
11 min
The Six Five with Patrick Moorhead and Daniel Newman
Meet Dell's Simplified AI PC Portfolio: Silicon Innovation at its Best - Six Five On The Road
CES 2025 is in full swing and Dell has some major announcements. On this episode of Six Five On The Road, host Olivier Blanchard is joined by Kevin Terwilliger, VP and GM of PC Portfolio Management at Dell Technologies, for a conversation on Dell’s strategic innovations ahead of CES 2025. They cover the following ⤵️ • A sneak peek into Dell's AI PC strategy unveiling at CES 2025, including key trends and the opportunities it presents • Insights into the IT customer and end-user dynamics driving the AI PC market and the strategic positioning of Dell's new lineup • T...
2025-01-07
12 min
The Six Five with Patrick Moorhead and Daniel Newman
Unpacking the Benefits of AI PCs - Six Five On The Road
For many, the AI PC revolution can’t come fast enough. So how do we speed it up? Host Olivier Blanchard, Research Director & Practice Lead, Artificial Intelligence Devices at The Futurum Group, is joined by Dell Technologies' Jon Siegal, SVP, Dell Product Marketing, on this episode of the Six Five On The Road. They share in-depth analysis on the benefits of AI PCs and accelerating adoption of AI in personal computing. Tune in as they cover: The rise of hybrid AI: AI workloads moving beyond the cloud to the edge and devices Dell Pro...
2025-01-06
17 min
The Six Five with Patrick Moorhead and Daniel Newman
Dell's Innovative Approach with AI PCs - Six Five On The Road
Despite recent concerns about the overall AI PC market, Dell Technologies is proving that the future of this tech is more than just hype. Host Patrick Moorhead is with Jeff Clarke, Vice Chairman and Chief Operating Officer of Dell Technologies on this episode of Six Five On The Road. They discuss how Dell is bolstering its AI PC endeavors through strategic partnerships, and what future AI advancements might look like. Tune in for details on: AI PCs progressing from a "what if" to a reality. They discuss whether the AI PC era has commenced and...
2025-01-06
20 min
The Six Five with Patrick Moorhead and Daniel Newman
Exploring Micron G9 NAND – The World's Fastest NAND - Six Five Podcast
On this episode of the Six Five Podcast, host Daniel Newman is joined by Micron Technology's Russ Meyer, Senior Vice President of NAND Technology Development, for a conversation on the groundbreaking advancements in NAND technology. Micron, a leading name in memory and storage solutions, has recently unveiled a series of innovative products, including the world’s fastest data center SSD and the revolutionary G9 NAND technology, marking a significant leap in the storage industry. Their discussion covers: Micron's back-to-back announcements of cutting-edge products and their impact on the technology ecosystem. Insights into the Mi...
2025-01-06
16 min
The Six Five with Patrick Moorhead and Daniel Newman
Industry Investments and Unicorns! Data, AI, Security are Winners - Six Five Webcast: Infrastructure Matters
On this episode of the Six Five Webcast - Infrastructure Matters, hosts Camberley Bates and Keith Townsend discuss industry investments, with a particular focus on the fields of data management, AI, and cybersecurity. They delve into why these sectors are currently being seen as winners in the venture capital space, revealing the key trends and innovations driving their unprecedented growth. Their discussion covers: - The surge in investment within AI, how it's shaping the future of technology, and its implications for industry standards. - Insight into the data management sector, including new advancements...
2025-01-02
32 min
The Six Five with Patrick Moorhead and Daniel Newman
Accelerating GenAI Innovation - Six Five On the Road at AWS re:Invent
How to speed up GenAI? Find out how on this episode of Six Five On the Road at AWS re:Invent with host Keith Townsend and Elastic’s Ken Exner, CPO, for a conversation on how Elastic is at the forefront of accelerating generative AI (GenAI) innovation. Fast track this ⤵️ Insights into the adoption of generative AI applications among Elastic's customer base and how Elastic facilitates the acceleration of Gen AI initiatives. Future directions for Elastic’s product portfolio with the integration of AI and machine learning. Developer feedback on Elasticsearch’s usage in...
2025-01-02
18 min
The Six Five with Patrick Moorhead and Daniel Newman
Elastic’s Generative AI Momentum - Six Five On The Road at AWS re:Invent
Enterprise RAG? CEO of Elastic Ashutosh Kulkarni sat down with our host Daniel Newman at AWS re:Invent 2024. They touched on how Elastic is driving generative AI adoption by empowering developers with tools and partnerships, focusing on efficiency and integration within the AWS ecosystem, and aiming to lead the enterprise AI sector in 2025. Specific highlights covered ⤵️ Drivers behind Elastic's strong momentum in generative AI adoption and their efforts to help customers accelerate their GenAI projects. Insights into the newly announced Elastic AI Ecosystem and its role in aiding developers to navigate AI pr...
2025-01-02
19 min
The Six Five with Patrick Moorhead and Daniel Newman
Unlocking Cloud Efficiency: AWS Reveals AI-Driven Operations - Six Five at AWS re:Invent
The cloud ops landscape is evolving at lightning speed ⚡ from simple web servers to serverless functions and now, the explosion of AI workloads. 🤯 Hosts Daniel Newman and Patrick Moorhead are joined by Amazon Web Services' Nandini Ramani, Vice President of Search and Cloud Ops, on this episode of Six Five On The Road at AWS re:Invent, for a conversation on AWS's latest innovations in cloud operations, spotlighting the integration of AI and machine learning to elevate efficiency and performance. Their discussion covers: The evolution of cloud operations challenges over the years and AWS's approa...
2024-12-31
18 min
The Six Five with Patrick Moorhead and Daniel Newman
Exploring Dell’s Generative AI Solutions - Six Five On The Road at SC24
Pop quiz: What is an AI factory? 🏭 David Nicholson is joined by Dell Technologies' Vice President of Product Management for Artificial Intelligence and Data Management, Chad Dunn on this episode of Six Five On The Road at SC24. They discuss Dell's advancements in Generative AI (GenAI) Solutions and the unveiling of the Dell AI Factory. Tune in for details 👇 The emerging needs of enterprises in Generative AI and how Dell is addressing them through infrastructure, security, and sustainability The biggest roadblocks to Generative AI adoption, including data preparation and the co...
2024-12-30
18 min
The Six Five with Patrick Moorhead and Daniel Newman
Sparking AI Innovation with Dell's Data Lakehouse - Six Five On The Road at SC24
Unstructured data is the next frontier for AI: think video, audio, and more. David Nicholson is joined by Dell Technologies' Vice President of Product Management for Artificial Intelligence and Data Management Chad Dunn for a conversation on the strategic importance of high-quality data and the dynamic capabilities of the Dell Data Lakehouse in facilitating effective AI workloads. Highlights include ⤵️ Data quality is paramount: "Garbage in, expensive garbage out" applies more than ever in the age of generative AI Dell’s Data Lakehouse: This intelligent platform helps organizations extract, prepare, and analyze data for AI wor...
2024-12-30
16 min
The Six Five with Patrick Moorhead and Daniel Newman
Quantum is Here! Plus more on re:Invent and Data Protection - Six Five Webcast Infrastructure Matters
On this episode of the Six Five Webcast Infrastructure Matters, hosts Camberley Bates and Dion Hinchcliffe discuss takeaways from AWS re:Invent, developments in Quantum computing, open source LLMs and more! Their discussion covers: The American Society for AI and its discussions around open source LLMs AWS re:Invent announcements such as S3 Enhancements, Amazon Q, Bedrock and more. Developments in quantum computing, including new quantum chips from Google and IBM
2024-12-30
28 min
The Six Five with Patrick Moorhead and Daniel Newman
Alianza Expands, Ericsson Antennas Wax, Nokia 5G Advanced Moves - Six Five Webcast: The 5G Factor
On this episode of the Six Five Webcast - The 5G Factor, dive into the recent strategic moves by Alianza, Ericsson, and Nokia that are set to reshape the competitive landscape of the 5G ecosystem by 2025. Host Ron Westfall along with guest, Tom Hollingsworth, explore the implications of these developments and what they signal for the future of 5G and beyond. Their discussion covers: Alianza's acquisition of Metaswitch from Microsoft and its impact on cloud-native and AI services in the communications industry. The role of Ericsson Antenna System in driving antenna evolution and...
2024-12-27
36 min
The Six Five with Patrick Moorhead and Daniel Newman
Ep. 244: Talking NVIDIA, Arm & Qualcomm, Google, Chip Makers Under Trump, Salesforce, Micron
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: Arm & Qualcomm Lawsuit In The Jury’s Hands https://x.c...
2024-12-20
58 min
The Six Five with Patrick Moorhead and Daniel Newman
The Future Of Kubernetes On AWS - Six Five On The Road at AWS re:Invent
AWS re:Invent 2024 included big updates for Kubernetes on AWS. Host Daniel Newman is with Amazon Web Services' Barry Cooks, Vice President of AWS Kubernetes, for an insightful conversation on the future of Kubernetes on AWS on this episode of the Six Five On The Road at AWS re:Invent. They explore the latest innovations and the strategic vision shaping the growth of Kubernetes services within the AWS ecosystem. Tune in for more on ⬇️ The announcements of Amazon EKS Hybrid Nodes, Amazon EKS Auto Mode, and other cutting-edge developments Open-source collaboration: How...
2024-12-19
12 min
The Six Five with Patrick Moorhead and Daniel Newman
A Roundtable Conversation with AWS Partner Award Winners - Six Five On the Road at AWS re:Invent
Celebrating the some of the best in ☁️ Hosts Daniel Newman and Patrick Moorhead sat down with Julia Chen, Vice President, AWS Partner Core, Specialists & Partners, and the winners of the AWS Partner Awards at AWS re:Invent! The impressive lineup of guests includes: JB McGinnis, US Lead Alliance Partner, Amazon/AWS, Deloitte Chris Wegmann, Senior Managing Director, Accenture James Beasley, Vice President, Cloud Engagement, Palo Alto Networks Tom Henderson, Global Channel & Alliances Lead, Wiz Bill Hustad, Senior Vice President, Global Partners & Alliances, Okta Tune in for their though...
2024-12-19
22 min
The Six Five with Patrick Moorhead and Daniel Newman
Toyota, AWS and Deloitte Discuss the Impact of Generative AI on The Automotive Market- Six Five On The Road at AWS re:Invent
Generative AI is disrupting industries and automakers are not immune. Daniel Newman and Patrick Moorhead are joined by Amazon Web Services' Karthik Bharathy, Deloitte's Chris Jangareddy, and Toyota's Philip Ryan to discuss the transformative power of generative AI in the automotive industry, AWS's innovative technology like Amazon Bedrock and SageMaker, Deloitte's strategic incorporation of GenAI, and Toyota's strategic imperatives in AI that collectively drive enhanced customer experiences and increased market share. Get their insights on 👇 The impact of generative AI on customer buying decisions and its uptake across industries, highlighted by AWS innovations Key...
2024-12-19
19 min
The Six Five with Patrick Moorhead and Daniel Newman
Integration As An Accelerator for Innovation - Six Five On The Road at AWS re:Invent
Integrations are becoming more critical in today’s serverless environments. Host Jason Andersen is with Amazon Web Services' Justin Callison, Director, Application Integration, and Bill Boora, Principle Worldwide Specialist, Serverless, for a conversation on the role of integration in accelerating innovation, highlighted by the recent launch of Amazon EventBridge + AWS Step Functions Private API. Tune into this episode of the Six Five On The Road at AWS re:Invent as they get into all things “application modernization” and 👇 Insights on the Amazon EventBridge + AWS Step Functions Private API launch announced at RIV Application integrati...
2024-12-19
24 min
The Six Five with Patrick Moorhead and Daniel Newman
From Proof of Concept to Production: How AWS re:Invent 2024 Strategic Partners are Shaping Enterprise IT - Six Five On The Road at AWS re:Invent
Generative AI is no longer just a playground for tech enthusiasts. Hosts Daniel Newman and Patrick Moorhead are joined by Amazon Web Services' Vice President, AI/ML Services & Infrastructure, Baskar Sridharan on this episode of Six Five On The Road at AWS re:Invent. They discuss the journey from proof-of-concept to full-scale production in enterprise IT with a focus on generative AI and strategic partnerships. Highlights Include: Great Expectations: The transition of generative AI applications from experimental stages to production and the evolving customer expectations of AI & data infrastructure Unified SageMaker: AWS is...
2024-12-19
24 min
The Six Five with Patrick Moorhead and Daniel Newman
Dell Sustainable Data Center Services - Six Five On The Road at SC24
The explosion of AI is putting immense pressure on our data centers – which begs the question, can we keep the lights on? 💡Host David Nicholson is joined by Dell Technologies' Matt Liebowitz, Global Portfolio Lead, Multicloud Professional Services, Dell, on this episode of Six Five On The Road at SC24, to discuss Dell’s approach to this challenge with its Sustainable Data Center Services. Matt discusses the critical need for sustainability in data centers, driven by the surge in AI and the consequent energy demand, regulatory pressures, and organizational commitments to carbon neutrality. Tune in as they cover:
2024-12-18
19 min
The Six Five with Patrick Moorhead and Daniel Newman
Navigating AI Networking Challenges with Dell's Design Services - Six Five On The Road at SC24
Networking is NOT an afterthought in AI. Get it wrong, and your AI initiatives could face serious bottlenecks and delays. Host David Nicholson is joined by Dell Technologies' Matt Liebowitz Portfolio Lead, Multicloud Professional Services on this episode of the Six Five On The Road at SC24 for a conversation on Dell's solutions to the challenges of AI networking. Their discussion covers: The unique challenges in networking for AI deployments and the necessity for redesigning traditional data centers How AI workloads differ fundamentally from traditional ones, emphasizing the significance of GPU connectivity and...
2024-12-18
16 min
The Six Five with Patrick Moorhead and Daniel Newman
Dell AI Data Management Services - Six Five On The Road at SC24
There is no AI without data. Host David Nicholson is joined by Dell Technologies' Global Portfolio Lead, AI, Apps & Data Services, Beth Williams on this episode of the Six Five On The Road at SC24. Beth and David discuss the importance of data in virtually any AI use case and how Dell is addressing the challenges of AI Data Management. Tune in for more on ⤵️ Data-related challenges organizations face when adopting AI, including: ✅ Managing massive data volumes ✅ Ensuring data quality ✅ Meeting AI-specific regulatory standards ✅ Adapting to the demands of A...
2024-12-18
19 min
The Six Five with Patrick Moorhead and Daniel Newman
The Future of Silicon Is Custom - Six Five at Marvell Industry Analyst Day
Tech giants are increasingly turning to custom silicon to power their AI ambitions – a shift that is rapidly reshaping the semiconductor industry. Heavy-weights like AWS, Google, Microsoft, and Meta, are aiming to enhance performance, conserve power, and stay ahead in the AI race. Host Patrick Moorhead is joined by guest Nigel Alvares, VP of Marketing at Marvell Technology, on this episode of Six Five On The Road at Marvell Industry Analyst Day to unpack the implications of this trend for the semi industry and how Marvell is navigating the future of custom silicon development. Tune in...
2024-12-18
15 min
The Six Five with Patrick Moorhead and Daniel Newman
Scaling Up and Out for AI - Six Five at Marvell Industry Analyst Day
To scale up or to scale out? Discover why both are important for the future of AI. Host Patrick Moorhead is joined by Marvell Technology's Achyut Shah, SVP and GM, Connectivity, and Nick Kucharewski, SVP and GM, Network Switching at Marvell’s Industry Analyst Day, for a conversation on the seismic changes in AI infrastructure. As the digital world embarks on a major shift with the advent of new technologies, Marvell Technology is developing crucial technologies to support this transformation. Tune in for more on ⤵️ The concept of 'scale up' in technology development An expl...
2024-12-17
15 min
The Six Five with Patrick Moorhead and Daniel Newman
How Custom HBM is Shaping AI Chip Technology - Six Five On The Road at Marvell Industry Analyst Day
How is the ever increasing AI demand and workloads affecting memory? Six Five is On The Road at Marvell Industry Analyst Day to answer just that. Hosts Patrick Moorhead and Daniel Newman are joined by Marvell Technology, Samsung Semiconductor, and SK hynix America executives—In Dong Kim, Sunny Kang, and Will Chu, for a conversation on the collaboration between Marvell, Samsung, and SK Hynix on custom high bandwidth memory (HBM) solutions, aimed at enhancing the processors driving accelerated infrastructure. This new approach to memory solutions is projected to increase memory capacity, optimize power usage, and reduce silicon was...
2024-12-17
15 min
The Six Five with Patrick Moorhead and Daniel Newman
Insights from Lenovo and Micron to Deliver Extreme Performance Computing - Six Five On The Road at SC24
Think super computing is a big deal? Try EXTREME computing. Host David Nicholson is joined by Lenovo’s Patrick Caporale, Distinguished Engineer and Chief I/O Architect, and Micron's Praveen Vaidyanathan, Vice President and General Manager, Micron Compute Products Group, on this episode of Six Five On The Road at SC24. They discuss the cutting-edge collaboration between Lenovo and Micron in advancing extreme performance computing. Their discussion covers: The necessity of high-performance servers for AI and HPC workloads and the role of innovative memory and cooling technologies in meeting these demands The collaboration be...
2024-12-17
15 min
The Six Five with Patrick Moorhead and Daniel Newman
Accelerating Cloud Migration and Modernization: How AWS and Strategic Partners are Transforming Enterprise IT - Six Five On The Road at AWS re:Invent
As AI continues to take off – a talent gap persists. Host Dion Hinchcliffe is joined by Amazon Web Services' Leo LaBranche, Director, Global Business Innovation on this episode of Six Five On The Road at AWS re:Invent. They look at how AWS and its partners are reshaping the landscape of AI in enterprise IT through strategic cloud migration, modernization efforts and upskilling existing workforces. Get their take on: The change from lift-and-shift to modernization: Enterprises are increasingly re-architecting or building cloud-native applications The talent gap: Upskilling existing workforces is crucial, and AWS is investing heavily in...
2024-12-16
25 min
The Six Five with Patrick Moorhead and Daniel Newman
Ep. 243: Talking Adobe, Broadcom, Oracle, NVIDIA, Broadcom & Apple, Marvell, Lattice Semi
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: Adobe Q4FY24 Earnings https://x.com/danielnewma...
2024-12-13
51 min
The Six Five with Patrick Moorhead and Daniel Newman
10 Years of Amazon ECS: Powering a Decade of Containerized Innovation - Six Five On The Road at AWS re:Invent
What has a decade of containerized innovation meant for businesses? Host Keith Townsend is joined by Amazon Web Services' Nick Coult, Director of Product and Science, Serverless Compute on this episode of Six Five On The Road at AWS re:Invent for a conversation on the 10th anniversary of Amazon ECS and its impact on containerized innovation. Their discussion covers: - The impact of Gen AI on customer buying decisions across different industries - The uniqueness of the GenAI competency within AWS and its benefits for customers - A...
2024-12-13
16 min
The Six Five with Patrick Moorhead and Daniel Newman
The Critical Role of High-Capacity Storage in AI - Six Five On The Road
Just 25 years ago SSDs were a mere 1 or 2 GB, faster forward to 2024 and we are at 122 TB! Now with AI's BIG dreams, they need seriously BIG storage to make them come true! Patrick Moorhead and Melody Brue are with Solidigm's Dave Dixon and Greg Matson, for a special panel edition of Six Five On The Road. The group sits alongside industry leaders Chloe Jian Ma from ARM, Renen Hallak from VAST Data, Jacob Yundt from CoreWeave, Sophie Kane from Ocient, and Roger Cummings from PEAK:AIO for a conversation on the evolution of high-capacity storage and its...
2024-12-13
35 min
The Six Five with Patrick Moorhead and Daniel Newman
The Future Of Cloud Marketplaces With Matt Yanchyshyn - Six Five On The Road at AWS re:Invent
What does the future have in store for cloud marketplaces and their essential role for hyperscalers? Matt Yanchyshyn, VP of Marketplace & Partner Services at AWS, joined host Dion Hinchcliffe on this episode of Six Five On The Road at AWS re:Invent to discuss the rapidly evolving world of cloud marketplaces. Key topics covered: The unprecedented growth of cloud marketplaces and the forces shaping their trajectory AWS Marketplace's strategic vision and its roadmap for the future The revolutionary "Buy with AWS" experience and its implications for commerce How GenAI...
2024-12-12
19 min
The Six Five with Patrick Moorhead and Daniel Newman
Exploring the Impact of High-Density Storage with Dell’s AI Factory - Six Five On The Road at SC24
Discover how Solidigm's solutions are revolutionizing AI infrastructure. On this episode of the Six Five On The Road at SC24, host Keith Townsend is joined by Avi Shetty, Sr. Director - AI Market Enablement & Partnerships at Solidigm for a conversation on the rapid advancements in artificial intelligence and the crucial role of high-density storage solutions. With the exponential increase in computing power necessitated by AI's growth, this discussion looks at the importance of infrastructure enabling AI applications to operate efficiently and effectively. Tune in for more on 👇 The evolution of AI demands and the significance of...
2024-12-12
15 min
The Six Five with Patrick Moorhead and Daniel Newman
From Proof of Concept to Production: How AWS re:Invent 2024 Strategic Partners are Shaping Enterprise IT - Six Five On The Road at AWS re:Invent
Generative AI is no longer just a playground for tech enthusiasts. Hosts Daniel Newman and Patrick Moorhead are joined by Amazon Web Services' VP AWS, Database & AI Leadership Baskar Sridharan on this episode of Six Five On The Road at AWS re:Invent. They discuss the journey from proof-of-concept to full-scale production in enterprise IT with a focus on generative AI and strategic partnerships. Highlights Include: Great Expectations: The transition of generative AI applications from experimental stages to production and the evolving customer expectations of AI & data infrastructure Unified SageMaker: AWS is streamlining...
2024-12-12
27 min
The Six Five with Patrick Moorhead and Daniel Newman
The Importance of Data Quality and Open Architectures in AI Implementation - Six Five On the Road at AWS re:Invent
If you were AI, how would you reach your full potential? Check out this episode of Six Five On the Road at AWS re:Invent, where host Keith Townsend is joined by Qlik's Brendan Grady, General Manager, Analytics Business Unit, and Sam Pierson, SVP of Data Business Unit R&D Organization. Learn about the pivotal role of data quality and open architectures in realizing the full potential of AI technologies within organizations. Deep dive into this ⤵️ The essentiality of a robust data foundation as a precursor to AI adoption and the potential pitfalls in the abse...
2024-12-12
16 min
The Six Five with Patrick Moorhead and Daniel Newman
Lattice Nexus 2 Demo at Lattice Developers Conference 24
Could the Lattice Nexus make waves for other FPGA platforms? It boasts improvements to power efficiency, connectivity options, and security features in edge computing. Host Patrick Moorhead is joined by Lattice Semiconductor's Deepak Boppana for a demo of the key innovations in the Lattice Nexus 2 platform on this episode of Six Five On The Road at Lattice Developers Conference 24. Watch the full video for more on: The innovative features and capabilities of the Lattice Nexus 2 platform Insights into Lattice Semiconductor's approach to addressing the evolving needs of developers The significance of...
2024-12-11
13 min
The Six Five with Patrick Moorhead and Daniel Newman
Six Five On The Road at Lattice DevCon 2024 - Deep Dive into Lattice's Growth and Innovations
Lattice Developers Conference Key Insights! What's the latest in Edge AI innovation from Lattice Semiconductor? Hosts Daniel Newman and Patrick Moorhead are joined by Lattice Semiconductor’s CEO, Ford Tamer, Chief Strategy and Marketing Officer, Esam Elashmawi, and CVP of Product Marketing and Planning, Dan Mansur, for a conversation on Lattice Semiconductor’s strategic growth, key announcements, and unique market position in the Edge AI sector on this episode of Six Five On The Road at Lattice DevCon 2024. Highlights include ⤵️ Ford Tamer’s insights and experiences since joining Lattice. Lattice’s growth strate...
2024-12-11
18 min
The Six Five with Patrick Moorhead and Daniel Newman
Cohesity and Veritas Sales Leaders on Forming the Largest Data Protection Provider - Six Five On The Road
Data protection…simplified? Hosts Patrick Moorhead and Daniel Newman are joined by Cohesity's CRO, Kit Beall and Veritas’ EVP, Worldwide Field Operations, Brian Hamel to discuss the monumental merger of their enterprise data protection businesses from a sales, customer focus, and integration perspective on this episode of Six Five On The Road. Tune in to learn why this is big 👇 Unmatched Scale and Integration: they now offer unparalleled reach across the IT landscape, supporting 800+ data sources, 100+ operating systems, 1,400+ storage targets, and 60+ clouds – all through a single, unified platform Modernization Made Easy: Migrating to a modern da...
2024-12-10
17 min
The Six Five with Patrick Moorhead and Daniel Newman
Cohesity and Veritas Engineering Leaders Discuss Data Protection's Future - Six Five On The Road
Acquisition Close of @Cohesity & VeritasTechLLC - what’s next for customers? The future of data protection is customer-focused. Patrick Moorhead and Daniel Newman are joined by Cohesity's Chief Development Officer, Srinivasan Murari, and Veritas' EVP of Engineering, Deepak Mohan, on this episode of the Six Five On The Road, for a conversation on the completion of Cohesity's merger with Veritas’ enterprise data protection business and what it means for customers. Their discussion covers: How Cohesity and Veritas plan to ensure no customer is left behind post-merger and their commitment to support and innovate acro...
2024-12-10
21 min
The Six Five with Patrick Moorhead and Daniel Newman
Acquisition Close! Cohesity and Veritas - World's Largest Data Protection Provider - Six Five On The Road
Will the Cohesity and Veritas merger usher in a new era in data security & AI? Hosts Patrick Moorhead and Daniel Newman are with Cohesity CEO, Sanjay Poonen for Six Five On The Road, where they dive into the merger between Cohesity and Veritas, highlighting the emergence of the world's largest data protection provider and what it means for the future. Hear more about ⤵️ - The strategic vision behind the merger between Cohesity and Veritas - The start of a new era in data protection, where security, AI, and customer-centricity converge - How...
2024-12-10
23 min
The Six Five with Patrick Moorhead and Daniel Newman
Maximize Your Potential, Minimize Your Risk With AI - Six Five On The Road at AWS re:Invent
An AI tool that lets you CHAT with your data? Host Patrick Moorhead is with Cohesity's CTO, Dr. Craig Martell, for a conversation about the hype vs. reality of AI in data management and the surprising ways AI is ALREADY being used to protect your data (Think ransomware detection and sensitive data identification)! Catch Six Five On The Road at AWS re:Invent for more on: The impact of AI on Data Management and Cohesity's role in driving Data Insights The latest developments around Cohesity GAIA and what it means for enterprises
2024-12-09
13 min
The Six Five with Patrick Moorhead and Daniel Newman
Ep. 242: We are Live! Talking AWS, Intel, Salesforce, Pure Storage, Synopsys, Marvell, HPE
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 re:Invent 2024 https://x.com/PatrickMoorhead/status/1863...
2024-12-07
1h 03
The Six Five with Patrick Moorhead and Daniel Newman
Qualcomm, Ericsson, AT&T Moves Shine Spotlight on IoT - Six Five Webcast: The 5G Factor
On this episode of the Six Five Webcast - The 5G Factor, we dive deep into why companies like Qualcomm, Ericsson, and AT&T are making significant moves to advance and scale the Internet of Things (IoT) across the 5G ecosystem. Hosts Ron Westfall and Tom Hollingsworth share their expert analysis on the competitive landscape implications of recent developments within the sector. Their discussion covers: Qualcomm's Investor Day revelations about their new IoT strategy, focusing on creating scalable blueprints to foster industry-wide solutions. Ericsson's emphasis on private 5G networks to address the unique needs of the...
2024-12-06
28 min
The Six Five with Patrick Moorhead and Daniel Newman
One-on-One with Sanjay Poonen at AWS re:Invent - Six Five On The Road
RAG is revolutionizing data protection and Cohesity is driving it forward to pull insights from secondary data. Host Patrick Moorhead is joined by Cohesity's President & CEO, Sanjay Poonen, on this episode of the Six Five On The Road at AWS re:Invent. They discuss the intersection of cybersecurity, innovation, and the future landscape of the tech sector. Tune in for more on ⤵️ The future of data protection, AI, and the $7 BILLION Veritas acquisition Emerging trends for 2025: IPO, M&A activities, AI regulation, and investment changes The current M&A climate of with...
2024-12-06
17 min