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1 Understanding Taxes as a Newly Formed Small Business - Part 2 of the Small Business Starter Kit 28:24
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The Six Five with Patrick Moorhead and Daniel Newman
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Content provided by Daniel Newman and Patrick Moorhead. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Daniel Newman and Patrick Moorhead or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.
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Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.
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1 EP 254: Unpacking GTC: Nvidia's AI Dominance and the Hyperscaler Challenge 57:18
57:18 Play Later Play Later Lists Like Liked57:18
Play Later Play Later Lists Like LikedHosts 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 their own chips, sparking a debate on whether the AI chip landscape is about to get a lot more competitive. Google's Wiz Deal: Risk vs. Reward? A $32 billion gamble raises crucial questions. Will regulators allow it? And does this move signal a new era of tech M&A, or is it a regulatory minefield? MAG7 in the Hot Seat: Market uncertainty is hitting the tech giants hard, MAG7 are looking a little less shiny ✨Is the time to buy NOW? Or is this just the beginning of a larger correction? SoftBank's AI Play: The Ampere acquisition hints at a strategic power move. Is SoftBank building an AI empire, and what does it mean for the future of data center tech? Watch the full episode and be sure to subscribe to The Six Five Pod so you never miss an episode.…
1 Ep. 253: Navigating Market Volatility: Tech Moves and Looming Tariffs 42:46
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Play Later Play Later Lists Like LikedOn 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 TSMC's rumored joint venture in the U.S. https://www.reuters.com/technology/tsmc-pitched-intel-foundry-jv-nvidia-amd-broadcom-sources-say-2025-03-12/ Oracle's earnings miss amid the recent “market meltdown” https://www.cnbc.com/video/2025/03/10/oracle-misses-on-quarterly-results-raises-dividend-by-25-percent.html Adobe's record revenue but cautious guidance https://finance.yahoo.com/news/adobe-stock-tumbles-despite-record-120849371.html AI trade and recession risks https://x.com/danielnewmanUV/status/1900288442795479151 https://x.com/PatrickMoorhead/status/1898127308332187715 Watch the full episode and be sure to subscribe to The Six Five Pod so you never miss an episode.…
1 Ep. 252: We are Live! Talking MWC, Salesforce, Broadcom, Marvell, HPE, Tariffs & Tech 52:54
52:54 Play Later Play Later Lists Like Liked52:54
Play Later Play Later Lists Like LikedLeading 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://x.com/PatrickMoorhead/status/1896980302494621856 https://x.com/PatrickMoorhead/status/1897271496063537479 https://x.com/PatrickMoorhead/status/1897260017260118242 https://x.com/PatrickMoorhead/status/1897275407956631987 https://x.com/PatrickMoorhead/status/1897315734075928768 https://x.com/PatrickMoorhead/status/1897324890929422364 https://x.com/PatrickMoorhead/status/1897327150585528503 https://x.com/danielnewmanUV/status/1897768085433495572 Salesforce Agentforce 2dx https://www.salesforce.com/news/press-releases/2025/03/05/agentforce-2dx-news/ https://venturebeat.com/ai/salesforce-launches-agentforce-2dx-pushing-autonomous-ai-deep-into-enterprise-workflows/ https://www.cio.com/article/3840122/salesforce-takes-on-hyperscalers-with-agentforce-2dx-updates.html https://www.cxtoday.com/crm/salesforce-launches-agentexchange-strengthens-agentforces-ecosystem/ Broadcom Q1FY25 Earnings https://x.com/danielnewmanUV/status/1897318547245662290 https://x.com/danielnewmanUV/status/1897759473483288852 https://investors.broadcom.com/news-releases/news-release-details/broadcom-inc-announces-first-quarter-fiscal-year-2025-financial https://www.cnbc.com/2025/03/06/broadcom-avgo-earnings-report-q1-2025-.html https://www.investors.com/news/technology/avgo-stock-broadcom-fiscal-q1-2025-earnings/ https://finance.yahoo.com/news/broadcom-forecasts-second-quarter-revenue-212446731.html Marvell Q4FY25 Earnings https://investor.marvell.com/2025-03-05-Marvell-Technology,-Inc-Reports-Fourth-Quarter-and-Fiscal-Year-2025-Financial-Results https://www.barrons.com/articles/marvell-technology-earnings-stock-price-9d0fa9cd https://www.investors.com/news/technology/mrvl-stock-marvell-misses-q1-sales-whisper-number/ https://finance.yahoo.com/news/marvell-plunges-forecast-trails-loftiest-214523669.html HPE Q1FY25 Earnings https://x.com/danielnewmanUV/status/1897764313768825021 https://www.hpe.com/us/en/newsroom/press-release/2025/03/hewlett-packard-enterprise-reports-fiscal-2025-first-quarter-results.html https://www.cnbc.com/2025/03/06/hewlett-packard-enterprise-hpe-q1-earnings-report-2025.html https://finance.yahoo.com/video/hpe-stock-sinking-over-mixed-212020407.html https://www.investors.com/news/technology/hpe-stock-hpe-earnings-q42024/ Tariffs Impact on Tech https://x.com/PatrickMoorhead/status/1897209988910551359 https://x.com/danielnewmanUV/status/1896605525221245318 https://x.com/danielnewmanUV/status/1896662541390241929 https://x.com/danielnewmanUV/status/1896903202827579696 https://www.politico.com/news/2025/03/05/trumps-tariffs-are-already-rattling-californias-tech-sector-00213828 https://www.theverge.com/604742/trump-tariffs-canada-mexico-china-updates https://x.com/danielnewmanUV/status/1897768085433495572 TSMC and Intel 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.…
1 Ep. 250: We are Live! Talking Lenovo, Intel & TSMC & Broadcom, Groq, HP, Apple, Microsoft 48:20
48:20 Play Later Play Later Lists Like Liked48:20
Play Later Play Later Lists Like LikedLeading 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/PatrickMoorhead/status/1890534596305199444 https://x.com/PatrickMoorhead/status/1890754946821222816 https://x.com/PatrickMoorhead/status/1890577982206460078 https://x.com/PatrickMoorhead/status/1890754949845274750 https://x.com/danielnewmanUV/status/1891189011835727903 https://x.com/danielnewmanUV/status/1891902924634140900 https://www.barrons.com/articles/intel-stock-price-tsmc-broadcom-353ca9d9 https://finance.yahoo.com/news/intel-stock-pulls-back-from-record-rally-as-analysts-note-barriers-to-potential-deals-with-tsmc-broadcom-183207050.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAJpQvcuN74hvyRnTUyDFWaJS2MJJGmjwzD_92TrTyZj2R5PCKkrxYfqGguZCIdE0K37bX5V752FrR6qL1-BLDIxNGvUJ-mrdSAsHCPo79XLsG3H4Fv5Zr6_rDkM8y6pb0ON_EzIor8h8tVb_giEKEwCHB9vNaQciY3V7LIFjt3mx https://www.wsj.com/tech/broadcom-tsmc-eye-possible-intel-deals-that-would-split-storied-chip-maker-966b143b Lenovo Q3FY25 Earnings https://news.lenovo.com/pressroom/press-releases/q3-fy-2024-25/#:~:text=Revenue%20grew%2020%25%20year%2Don,Reporting%20Standards%20(HKFRS)%20basis . https://www.reuters.com/technology/lenovos-q3-revenue-jumps-20-pc-industry-recovers-2025-02-20/ https://www.stocktitan.net/news/LNVGY/lenovo-group-third-quarter-financial-results-2024-ljkkqskfq2ue.html What HP Acquiring Humane Means for AI https://x.com/danielnewmanUV/status/1891981440625369418 https://fortune.com/2025/02/19/hp-humane-deal-ai-pin-shutting-down/ https://finance.yahoo.com/news/hp-inc-hpq-acquires-humane-215402894.html Groking Grok-3 https://x.com/danielnewmanUV/status/1891845938404012528 https://x.com/danielnewmanUV/status/1891988379631239487 https://x.com/PatrickMoorhead/status/1891829617800982706 https://www.reuters.com/technology/artificial-intelligence/musks-xai-unveils-grok-3-ai-chatbot-rival-chatgpt-chinas-deepseek-2025-02-18/ https://www.nbcnews.com/tech/tech-news/musk-xai-releases-grok-3-rcna192670 Apple iPhone 16e And Its New Modem https://x.com/danielnewmanUV/status/1892294426027823194 https://x.com/PatrickMoorhead/status/1892291469139996926 https://www.wsj.com/tech/apple-iphone-se-new-chip-3cf0cdb2 https://www.cnbc.com/2025/02/19/apple-unveils-iphone-16e-with-ai-.html Microsoft Majorana 1 Quantum https://x.com/danielnewmanUV/status/1892341026955596241 https://news.microsoft.com/source/features/innovation/microsofts-majorana-1-chip-carves-new-path-for-quantum-computing/ https://www.cnbc.com/2025/02/19/microsoft-reveals-its-first-quantum-computing-chip-the-majorana-1.html https://www.theverge.com/news/614205/microsoft-quantum-computing-majorana-1-processor 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.…
1 Ep. 249: Talking Cisco, DOGE, Lattice Semi, OpenAI, CAPEX Spending, Intel, JD Vance & AI 56:57
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Play Later Play Later Lists Like LikedLeading 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.com/danielnewmanUV/status/1889786849536926064 https://x.com/PatrickMoorhead/status/1890121941169893739 https://investor.cisco.com/news/news-details/2025/CISCO-REPORTS-SECOND-QUARTER-EARNINGS/default.aspx https://blogs.cisco.com/datacenter/fortify-your-data-center-with-new-cisco-n9300-series-smart-switches https://www.nextplatform.com/2025/02/11/cisco-cuts-network-costs-by-welding-nexus-switch-to-amd-dpu/ DOGE & Tech Impact https://www.washingtonpost.com/education/2025/02/13/doge-education-department-cuts/ https://x.com/PatrickMoorhead/status/1890028722193076526 https://www.npr.org/2025/02/11/nx-s1-5290288/doge-savings-billions-contracts-musk-trump https://www.ntd.com/musk-says-doge-providing-tech-support-to-white-house-improving-outdated-technology_1047468.html https://thehill.com/policy/technology/5133585-elon-musk-doge-reforms/ https://www.nbcnews.com/tech/tech-news/elon-musk-doge-usaid-treasury-government-rcna190450 Lattice Semi Q4FY24 Earnings https://x.com/danielnewmanUV/status/1889057474327777571 https://ir.latticesemi.com/news-releases/news-release-details/lattice-semiconductor-reports-fourth-quarter-and-full-year-2024 https://finance.yahoo.com/news/lattice-semiconductor-corp-lscc-q4-070740185.html Elon Makes A Play For OpenAI https://x.com/danielnewmanUV/status/1888954766950281579 https://www.nytimes.com/2025/02/10/technology/elon-musk-openai-bid.html https://thehill.com/policy/technology/5142737-elon-musk-open-ai-sam-altman/ https://www.reuters.com/markets/deals/elon-musk-led-group-makes-974-billion-bid-control-openai-wsj-reports-2025-02-10/ https://www.bbc.com/news/articles/cpdx75zgg88o CAPEX Spending Still On A Tear (Told Ya') https://x.com/danielnewmanUV/status/1888254807216881959 https://finance.yahoo.com/news/big-tech-set-to-invest-325-billion-this-year-as-hefty-ai-bills-come-under-scrutiny-182329236.html Intel Rising, But Why? https://x.com/PatrickMoorhead/status/1890054026332418390 https://finance.yahoo.com/news/intel-stock-skyrockets-12-u-165931216.html https://www.cnbc.com/2025/02/11/intel-rises-after-vp-vance-promises-to-safeguard-american-ai-and-chips.html https://www.fool.com/investing/2025/02/11/why-intel-stock-is-soaring-today/ https://x.com/danielnewmanUV/status/1890141617539150324 JD Vance Lays Out US AI Case In Paris; Will EU Ever Change? https://www.foxnews.com/politics/deregulatory-flavor-jd-vance-lays-out-vision-paris-future-ai-under-trump https://x.com/PatrickMoorhead/status/1889304155350618414 https://x.com/PatrickMoorhead/status/1889290891916927315 https://www.cnn.com/2025/02/11/tech/jd-vance-ai-regulation-paris-intl/index.html https://www.npr.org/2025/02/12/nx-s1-5290257/vice-president-vance-lays-out-ai-vision-very-different-from-biden-administrations https://www.euronews.com/2025/02/11/jd-vance-challenges-europes-excessive-regulation-of-ai-at-paris-summit 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.…
1 Ep. 248: We are Live! Talking Qualcomm, Arm, AMD, Amazon, Alphabet, IBM, Coherent 54:46
54:46 Play Later Play Later Lists Like Liked54:46
Play Later Play Later Lists Like LikedLeading 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/PatrickMoorhead/status/1887253686423863659 https://x.com/danielnewmanUV/status/1886838173063585999 https://x.com/danielnewmanUV/status/1887256254361575534 https://www.qualcomm.com/news/releases/2025/02/qualcomm-announces-first-quarter-fiscal-2025-results https://www.cnbc.com/2025/02/05/qualcomm-qcom-q1-earnings-report-2025.html#:~:text=Earnings%20per%20share%3A%20%243.41%2C%20adjusted,%2410.93%20billion%20expected Arm Q3FY25 Earnings https://x.com/PatrickMoorhead/status/1887253686423863659 https://x.com/danielnewmanUV/status/1886838173063585999 https://x.com/danielnewmanUV/status/1887254976025727414 https://newsroom.arm.com/news/arm-q3-fye25-results https://www.investopedia.com/arm-holdings-earnings-q3-fy-2025-8785973 AMD Q4FY24 Earnings https://x.com/PatrickMoorhead/status/1886895779757088888 https://x.com/PatrickMoorhead/status/1886912623423230369 https://x.com/danielnewmanUV/status/1886838173063585999 https://x.com/danielnewmanUV/status/1886892031294796102 https://x.com/danielnewmanUV/status/1886884498421268609 https://x.com/danielnewmanUV/status/1887116522285359533 https://ir.amd.com/news-events/press-releases/detail/1236/amd-reports-fourth-quarter-and-full-year-2024-financial https://www.cnbc.com/2025/02/04/amd-earnings-report-q4-2024.html Amazon Q4FY24 Earnings https://x.com/danielnewmanUV/status/1887609783471226935 https://x.com/danielnewmanUV/status/1887608976373915721 https://x.com/danielnewmanUV/status/1887615023725306222 Alphabet Q4FY24 Earnings https://x.com/PatrickMoorhead/status/1886889370315317435 https://x.com/PatrickMoorhead/status/1887113807580828016 https://x.com/danielnewmanUV/status/1886839409112191189 https://x.com/danielnewmanUV/status/1886838173063585999 https://x.com/danielnewmanUV/status/1886884498421268609 IBM Investor Day https://x.com/danielnewmanUV/status/1886840970630873567 https://x.com/danielnewmanUV/status/1886841336592003541 https://x.com/danielnewmanUV/status/1886841702801187143 https://x.com/danielnewmanUV/status/1886842675468378178 https://x.com/danielnewmanUV/status/1886843221264707710 https://x.com/danielnewmanUV/status/1886844259132751968 https://x.com/danielnewmanUV/status/1886845332903866666 https://x.com/danielnewmanUV/status/1886846140424790053 https://x.com/danielnewmanUV/status/1886847808512167976 https://x.com/danielnewmanUV/status/1886850412361490904 https://x.com/danielnewmanUV/status/1886852003021668458 https://x.com/danielnewmanUV/status/1886840111746187533 https://x.com/danielnewmanUV/status/1886840111746187533 Coherent Q2FY25 Earnings https://www.coherent.com/news/press-releases/second-quarter-fiscal-year-2025-results https://finance.yahoo.com/news/coherent-corp-cohr-q2-2025-071533486.html https://www.valuethemarkets.com/analysis/coherent-corps-earnings-surge-exceeds-expectations 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.…
1 Beyond the Numbers: Jim Anderson on Coherent’s Next Chapter - Six Five Media 20:06
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Play Later Play Later Lists Like LikedWant 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 emphasizes the critical role of cultural attributes in driving innovation and maintaining a competitive edge…
1 IBM on the Upswing, Intel Struggles, and the DeepSeek Saga Continues - Six Five Webcast - Infrastructure Matters 30:19
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Play Later Play Later Lists Like LikedOn 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 it's a topic of continuous interest.…
1 Stargate - The $500 Billion Money Grab - Six Five Webcast: Infrastructure Matters 31:39
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Play Later Play Later Lists Like LikedOn 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 massive $500 billion endeavor by leading tech firms aimed at pioneering advanced AI models to ensure US competitiveness on the global stage. The emergence of China's DeepSeek AI as a significant rival to the dominance of US-based AI initiatives.…
1 Six Five Connected with Diana Blass: Broadcom Leaders Maintain Mainframe's Relevance 9:24
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Play Later Play Later Lists Like LikedMainframes 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 development programs to bridge the skills gap. Watch this episode of Six Five Connected for more on: Why mainframe skills are in high demand Open-source initiatives and hybrid cloud integrations keeping the technology at the forefront of innovation The evolution of mainframe technology and its importance in today's digital world Strategies shared by The Futurum Group to foresee industry trends and prepare the mainframe ecosystem for future challenges…
1 Powering AI Responsibly: Improving Data Center Efficiency in the Age of Rising Energy - Six Five Media 27:28
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Play Later Play Later Lists Like LikedThe 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 footprint of AI deployments, including innovative data center designs and optimized operations • The vital role of future-proof initiatives that promote collaboration among governments, businesses, and society in pursuing sustainability. • Cutting-edge cooling technologies that are dramatically boosting energy efficiency in data centers. • The sustainability implications of edge computing, including both the challenges and opportunities related to energy usage.…
1 Ep. 247: We are Live! Talking DeepSeek, Microsoft, IBM, Intel, ServiceNow, SAP 48:39
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Play Later Play Later Lists Like LikedLeading 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/PatrickMoorhead/status/1882937702951379398 https://x.com/PatrickMoorhead/status/1883122284648624190 https://x.com/PatrickMoorhead/status/1883865746176156096 https://x.com/PatrickMoorhead/status/1883926761987260892 https://x.com/PatrickMoorhead/status/1883976154987872352 https://x.com/PatrickMoorhead/status/1883956139164831985 https://x.com/PatrickMoorhead/status/1883981761794941113 https://x.com/PatrickMoorhead/status/1883998475689562507 https://x.com/PatrickMoorhead/status/1884003102514426350 https://x.com/PatrickMoorhead/status/1884022614160728093 https://x.com/PatrickMoorhead/status/1884204733839106273 https://x.com/PatrickMoorhead/status/1884310526106427898 https://x.com/PatrickMoorhead/status/1884670408038752733 https://x.com/PatrickMoorhead/status/1884973348188217692 https://x.com/danielnewmanUV/status/1884627766135398784 https://x.com/danielnewmanUV/status/1884372146304213401 https://x.com/danielnewmanUV/status/1884264060213923916 https://x.com/danielnewmanUV/status/1883954747482243205 https://x.com/danielnewmanUV/status/1883994547715481823 https://x.com/danielnewmanUV/status/1883890084128211004 https://x.com/danielnewmanUV/status/1883930419529236623 https://x.com/danielnewmanUV/status/1883910247720665453 https://x.com/danielnewmanUV/status/1883731469056811102 https://x.com/danielnewmanUV/status/1883553089682067477 Azure Disappoints While AI Soars https://x.com/PatrickMoorhead/status/1884720577631707324 https://x.com/danielnewmanUV/status/1884732896193253850 https://x.com/danielnewmanUV/status/1884710180966867177 https://www.microsoft.com/en-us/investor/earnings/fy-2025-q2/press-release-webcast https://finance.yahoo.com/news/microsoft-stock-moves-lower-after-q2-cloud-revenue-fell-short-of-expectations-165353435.html https://seekingalpha.com/news/4400733-microsoft-demonstrates-ai-monetization-growth-outside-of-infrastructure IBM Up 12 Percent 😳 https://x.com/PatrickMoorhead/status/1884713446161473854 https://x.com/danielnewmanUV/status/1884718264363688395 https://finance.yahoo.com/news/why-ibm-stock-14-today-172603965.html https://www.barrons.com/articles/ibm-earnings-stock-price-2a003e02 Intel Resets Datacenter Roadmap https://www.intc.com/news-events/press-releases/detail/1726/intel-reports-fourth-quarter-and-full-year-2024-financial https://uk.finance.yahoo.com/news/intel-forecasts-first-quarter-revenue-210400965.html https://finance.yahoo.com/news/intel-reports-q4-beats-on-top-and-bottom-line-stock-rises-on-foundry-revenue-outlook-181745845.html https://www.cnbc.com/2025/01/30/intel-intc-q4-earnings-report-2024.html https://www.investing.com/news/stock-market-news/intel-reports-q4-earnings-beat-but-offers-weak-guidance-3841003 https://x.com/PatrickMoorhead/status/1885093188278362314 https://www.linkedin.com/posts/cnbc-overtime_shares-of-intel-moved-higher-after-beating-activity-7290845243422187520-hr7s?utm_source=share&utm_medium=member_desktop https://x.com/danielnewmanUV/status/1885090618176680019 ServiceNow Agents-Agents-Agents https://x.com/PatrickMoorhead/status/1884719256421441605 https://x.com/danielnewmanUV/status/1884716549862240402 https://www.servicenow.com/company/media/press-room/fourth-quarter-full-year-2024-financial-results.html https://www.investors.com/news/technology/servicenow-stock-servicenow-earnings-q42024/ https://www.cio.com/article/3813359/servicenow-adds-ai-agent-orchestrator-studio-to-its-now-platform.html https://www.ciodive.com/news/ServiceNow-AI-agent-portfolio-enterprise-automation/738685/ SAP Rinse & Repeat https://news.sap.com/2025/01/sap-announces-q4-and-fy-2024-results/ https://finance.yahoo.com/news/saps-q4-earnings-revenues-y-124800410.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.…
1 DeepSeek’s Ecosystem Implications, Samsung’s Galaxy Unpacked, & More - Six Five Webcast: The 5G Factor 45:15
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Play Later Play Later Lists Like LikedOn 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. The potential for operators like AT&T and Verizon to monetize their AI capabilities and real estate assets.…
1 Jeetu Patel on Driving Digital Transformation at Cisco - The View From Davos 13:57
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Play Later Play Later Lists Like LikedThe 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 hyperscalers and providing solutions for both training and inferencing The future of work and collaboration technologies over the next 3-5 years is Agentic AI Strategies for leading in a hybrid work environment Jeetu Patel's vision for the technological future of Cisco…
1 Exploring Lenovo's Globalization and AI Strategies - The View From Davos 15:24
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Play Later Play Later Lists Like LikedCould 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 using its own AI solutions to streamline processes, like contract negotiations, and sharing those learnings with customers The challenges and imperatives that CEOs and CIOs are currently facing Ken’s takeaways & highlights from Davos…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Davos 2025 in a Nutshell: AI, Energy, and Optimism 9:50
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Play Later Play Later Lists Like LikedDavos 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 decarbonization and energy efficiency, with insightful discussions on the role of technology in achieving these goals. Optimism abounds: Despite global challenges, there's a sense of hope and excitement about the future, driven by innovation, deregulation, and a focus on growth.…
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The Six Five with Patrick Moorhead and Daniel Newman
1 NTT R&D Forum 2024: A Showcase of Innovation Aimed at Creating a Better Future - Six Five Media 18:16
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Play Later Play Later Lists Like LikedNTT 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 a sustainable society through innovation. Tune in to hear about 👇 Highlights from the NTT R&D Forum, emphasizing its role in uniting technology and research for sustainability Insights into IOWN INTEGRAL, an all-photonic network architecture An exploration of how the IOWN initiative is being implemented and its expected impact on networking and AI, illustrating NTT's commitment to innovation and sustainability How their tech can handle data-intensive applications like AI, especially where power consumption and efficiency are major concerns The strategic vision behind the R&D Forum and the IOWN initiative, highlighting NTT's pursuit of building a sustainable future through technological advancement Other R&D projects in the works, including: optical cryptographic circuits and non-invasive health monitoring technologies…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Cloud, Complexity, AI: Threats to Cyber Resilience - Six Five On The Road 25:27
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Play Later Play Later Lists Like LikedWhat’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-attacks within the last 12-18 months and the significant impact on businesses. The crucial role of data classification in cyber resilience, with insights on how it affects the recovery capabilities of organizations. Strategies for addressing cyber-threats in hybrid multi-cloud environments, including the adoption of automated data discovery and unified security practices. The potential of AI-driven threat detection and the importance of full-stack recovery to enhance cyber resilience. Gagan Gulati's insights into NetApp’s perspective on dealing with tool sprawl, evolving threat landscapes, and strategizing for future cybersecurity challenges.…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Lenovo + NetApp Making Moves, The Feds on Security, and Dion's Predictions - Six Five Webcast - Infrastructure Matters 34:34
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Play Later Play Later Lists Like LikedOn 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 technology How these developments affect enterprise technology decisions and the broader market landscape…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Boost Mobile, Cisco, Nokia, & More - Six Five Webcast: The 5G Factor 23:36
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Play Later Play Later Lists Like LikedOn 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: The impact of Cisco's Test Automation Framework and Cisco Crosswork Network Controller in facilitating Boost Mobile's 5G service deployment and site activation. An analysis of Echostar/DISH Wireless's future in the 5G space following the latest developments with Boost Mobile. Nokia's collaboration with the National Institute of Standards and Technology’s National Cybersecurity Center of Excellence to enhance 5G security, highlighting Nokia's commitment to address security and privacy challenges in mobile networks. The U.S. Department of Defense’s selection of Federated Wireless, subcontracting JMA Wireless for RAN infrastructure and HPE for core network software, to deploy its first commercial private 5G network. This move spotlights the growing business case for P5G across military installations.…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Antonio Neri Discusses Hewlett Packard Enterprise's Future - The View From Davos 13:14
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Play Later Play Later Lists Like LikedThere’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 Juniper to deploy and scale AI solutions with ease Fostering a culture of experimentation and learning to unlock the full potential of AI Antonio Neri's perspective on global tech trends and their impact on the enterprise sector The role of sustainability and ethical considerations in HPE's corporate strategy Key insights into HPE's collaboration and partnership strategies for the future…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Exploring the Future of Technology with LogicMonitor's CEO - The View From Davos 11:05
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Play Later Play Later Lists Like LikedWith 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 helping organizations monitor and manage the performance and cost of LLMs Discussing the crucial role of observability and infrastructure monitoring in the age of AI and hybrid cloud Christina's vision for LogicMonitor in the coming years…
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The Six Five with Patrick Moorhead and Daniel Newman
1 The View From Davos with Ericsson’s Åsa Tamsons 9:51
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Play Later Play Later Lists Like LikedDaniel 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-driven solutions Ericsson’s collaborations with partners to unlock the full potential of edge connectivity…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Samsung Launches Flagship Phone Positioned as “A True AI Companion” - Six Five On The Road at Galaxy Unpacked 17:04
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Play Later Play Later Lists Like LikedYou 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 Samsung’s AI strategy to empower businesses & professional with productivity and efficiency How Samsung's newly created AI agent will influence businesses Approaches adopted by Samsung to ensure privacy and create a secure environment for businesses utilizing mobile technology, with a special focus on AI implementations…
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The Six Five with Patrick Moorhead and Daniel Newman
1 The View from Davos with Cisco's Chuck Robbins 7:58
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Play Later Play Later Lists Like LikedCisco 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 agent Cisco's transformation continues: The company’s pivot to recurring revenue and software, with AI driving further growth The role of technology in addressing global challenges Key takeaways from the Davos meeting for businesses and governments…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Insights from Infosys's EVP Anand Swaminathan - The View From Davos 12:31
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Play Later Play Later Lists Like Liked2024 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 tangible revenue growth Learn more at Infosys . Watch the video , and be sure to subscribe to our YouTube channel , so you never miss an episode.…
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The Six Five with Patrick Moorhead and Daniel Newman
1 The View from Davos with AccuWeather's Dr. Joel N. Myers 14:18
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Play Later Play Later Lists Like LikedAI 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 widespread availability remains uncertain The future of weather prediction and its implications for the global community. The evolution of weather forecasting technology and its impact on global business and safety. Fostering a culture of innovation for successful AI implementation…
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The Six Five with Patrick Moorhead and Daniel Newman
🔥 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 architecture uses 1/3 the energy of traditional GPUs, a major advantage in a world increasingly focused on sustainability Massive Capacity: Groq is ramping up production to 2 million chips this year, rivaling NVIDIA's output Global Inference Network: With deployments in Saudi Arabia and beyond, Groq is building a truly global inference network Jonathan also hinted at a potential 4nm chip in the works... 👀 Learn more at Groq .…
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The Six Five with Patrick Moorhead and Daniel Newman
1 The View from Davos with Qualcomm's Cristiano Amon 15:12
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Play Later Play Later Lists Like LikedWhat'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 driving progress. Check out the full interview for more on: AI in real-world applications and tangible value creation with are top of mind for business and government leaders Edge computing is key to unlocking AI's potential: Latency, privacy, and cost are driving a shift towards distributed computing power The lines between cloud and edge are blurring Qualcomm’s role in powering AI innovation across industries, from mobile to automotive to industrial IoT A new era of IoT is dawning: Advances in AI, edge computing, and connectivity are creating opportunities for a resurgence of the Internet of Things.…
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The Six Five with Patrick Moorhead and Daniel Newman
1 The View from Davos with Meta‘s Yann LeCun – The Future of AI is Open and Human-Level Intelligent 8:49
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Play Later Play Later Lists Like LikedHow 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 - The role of AI in addressing global challenges - Insights into future AI projects at Meta - Yann LeCun’s perspective on ethical AI and its governance…
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