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What yesterday’s Qualcomm, Meta, and Microsoft results may infer about what we will see today from Apple and Amazon. My call yesterday on @BloombergTV 👇🏻 $AAPL $AMZN
Exciting news! We're thrilled to announce that @MichaelDell, Founder, Chairman, and CEO of @DellTech, will deliver the Show Opening Keynote for The Six Five Summit: AI Unleashed 2025. This fully virtual event, taking place June 16-19, is free to attend and will explore the…
✨ BIG NEWS! ✨ The Six Five just leveled up with a brand new, media-first website, designed to give you a deeper look at who we are and what we do! Discover our story and explore our revamped flagship podcast featuring @PatrickMoorhead & @danielnewmanUV. 👇 Check it out:…
🚨 New Data Alert! 🚨 62% of Enterprise Application Decision Makers prefer their applications to be delivered as part of a comprehensive single platform with point solutions to fill in gaps. Gain valuable insights from our latest research covering 150+ vendors. Download the full…
🟡 DAILY RIP LIVE - OPENING BELL W/ SHAY BOLOOR & JORDAN LEE + DANIEL NEWMAN x.com/i/broadcasts/1…
🔐What could “The New Tier 0” unlock for tiered storage? @TheSixFiveMedia host David Nicholson (@MasSubestimado) and @Hammerspace_Inc's @Molly_J_Presley discuss the announcement of The New Tier 0 storage and what it means for: - Unleashing the power of unused NVMe drives in GPU…
🔥@TheSixFiveMedia is at #CiscoPS24 in LA! @CiscoPartners @PatrickMoorhead and @danielnewmanUV are joined by @Cisco's CPO @jpatel41 to discuss the power of #AI, #security (#Hypershield), #networking, and how $CSCO is paving the way to thrive in the digital era. Tune in for…
From defining project scope to achieving #scalability - @IBMConsulting is leading clients through the journey. On this @TheSixFiveMedia, @danielnewmanUV & $IBM @KellyChambliss5 share their thoughts on @IBM 's approach in consulting projects.
Link: SonicWall Doubles Down on Edge Security With Risk-Based Connectivity and Threat Protection @WriterOfTech1 @SonicWall #XFD12 @SecurityBlvd buff.ly/4dWKGxa
Hey #CFD21 Delegates... what do you think of Platform9's Private Cloud Director?
Just added an interview with @SamsungMobile Director of Smartphone Product Management Blake Gaiser to our Galaxy AI Lab Insights page. We talk all about the hardware and software that create Galaxy AI on the S24 family of devices. Full interview here: signal65.com/research/ai/le…
I had the chance to talk to @AMD’s @LisaSu and @Intel’s @PGelsinger yesterday about this huge announcement on the extension of X86. It has support from the CEOs of Broadcom, Dell, Google Cloud, HP, HPE, Lenovo, Microsoft, Oracle, IBM’s Red Hat, Tim Sweeney of Epic Games and Linus…
CEO @AMD @LisaSu sat down w/ @danielnewmanUV & @PatrickMoorhead at their #AdvancingAI event to discuss $AMD's advancements in #CPUs #GPUs (5th Gen EPYC & Instinct MI325X), software stack #ROCm, data center, #AI, and overall computing performance.
Stay tuned for the latest in #DevOps, #AIOps & #GenAI w/ @BMCSoftware's leaders & partners at #BMCConnect. Learn more 👉 bmcconnect.bmc.com #BMCConnect2024 #DiscoverTheNewBMC
We're headed to Las Vegas for live, on-site coverage of BMC Connect! Stay tuned for the latest in #DevOps, #AIOps & #GenAI w/ @BMCSoftware's leaders & partners. Learn more 👉 bmcconnect.bmc.com #BMCConnect #BMCConnect2024 #DiscoverTheNewBMC
I'm in London for #CommvaultShift this week, and I just had to call out the location: Halfway between MI-6 and Parliament! Metaphorically speaking, this is exactly where @Commvault itself sits: Between cybersecurity and compliance.
We're here in London where #CyberSecurity and #CyberResilience is a big topic. Between MI-6 and Parliament, the subject is more relevant than ever, making it the perfect place for @Commvault to hold their #CommvaultShift event this week. Tune in and register for the event today!
Link: Cisco Aims to Operationalize GenAI in Enterprises With AI-Ready FlexPod With NVIDIA NIM CVD @Cisco @WriterOfTech1 #AIFD5 @TechstrongAI buff.ly/3zgGuKu
Great way to start Friday chatting to @YahooFinance anchors @MadisonMills22 and @thebradsmith about Broadcom Earnings, the future of AI Chips (GPUs vs. ASICs), and China Chip Controls. While Broadcom saw some selling pressure in the wake of its recent quarter, I feel that the…
"The AI business is performing," The Futurum Group CEO @danielnewmanUV says. $AVGO's "in the driver's seat." Full comments:
Broadcom doing Broadcom things in Q3 👇🏻 Beating on top and bottom and a solid on par guide. The standout quote from Hock Tan was the $12 Billion in AI revenue from networking and customer AI chips. This part of the business is growing really quickly and Broadcom has the lead on…
Another tech name that dropped yesterday was @PureStorage The company showed a mixed result with an earnings beat and a narrow revenue miss. The big standout reason for the selling pressure on the result for me was the slowing SaaS growth that saw TCV estimates drop to $500…
Great debut on @SquawkCNBC by our very own @OABlanchard breaking down today’s NVIDIA earnings. Arguably one of the most anticipated market moments in years as we see the most important AI name trying to keep its incredible momentum and maintain the strong confidence in the…
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