The Six Five with Patrick Moorhead and Daniel Newman – Détails, épisodes et analyse

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.

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

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 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.

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.

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, 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:

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 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.

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.