The Six Five With Patrick Moorhead And Daniel Newman podcast

#Business News #News #Tech News #Daniel Newman #Patrick Moorhead

1:14:43

Artificial intelligence is evolving at an unprecedented pace—what does that mean for the future of technology, venture capital, business, and even our understanding of ourselves? Award-winning journalist and writer Anil Ananthaswamy joins us for our latest episode to discuss his latest book Why Machines Learn: The Elegant Math Behind Modern AI . Anil helps us explore the journey and many breakthroughs that have propelled machine learning from simple perceptrons to the sophisticated algorithms shaping today’s AI revolution, powering GPT and other models. The discussion aims to demystify some of the underlying mathematical concepts that power modern machine learning, to help everyone grasp this technology impacting our lives–even if your last math class was in high school. Anil walks us through the power of scaling laws, the shift from training to inference optimization, and the debate among AI’s pioneers about the road to AGI—should we be concerned, or are we still missing key pieces of the puzzle? The conversation also delves into AI’s philosophical implications—could understanding how machines learn help us better understand ourselves? And what challenges remain before AI systems can truly operate with agency? If you enjoy this episode, please subscribe and leave us a review on your favorite podcast platform. Sign up for our newsletter at techsurgepodcast.com for exclusive insights and updates on upcoming TechSurge Live Summits. Links: Read Why Machines Learn, Anil’s latest book on the math behind AI https://www.amazon.com/Why-Machines-Learn-Elegant-Behind/dp/0593185749 Learn more about Anil Ananthaswamy’s work and writing https://anilananthaswamy.com/ Watch Anil Ananthaswamy’s TED Talk on AI and intelligence https://www.ted.com/speakers/anil_ananthaswamy Discover the MIT Knight Science Journalism Fellowship that shaped Anil’s AI research https://ksj.mit.edu/ Understand the Perceptron, the foundation of neural networks https://en.wikipedia.org/wiki/Perceptron Read about the Perceptron Convergence Theorem and its significance https://www.nature.com/articles/323533a0…

The Six Five with Patrick Moorhead and Daniel Newman

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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.

119 эпизодов

The Six Five with Patrick Moorhead and Daniel Newman

updated 2 дня назад

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119 эпизодов

#Business News #News #Tech News #Daniel Newman #Patrick Moorhead

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The Six Five with Patrick Moorhead and Daniel Newman

1
Ep. 252: We are Live! Talking MWC, Salesforce, Broadcom, Marvell, HPE, Tariffs & Tech 52:54

2 дня назад52:54

52:54

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://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.…

The Six Five with Patrick Moorhead and Daniel Newman

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Ep. 250: We are Live! Talking Lenovo, Intel & TSMC & Broadcom, Groq, HP, Apple, Microsoft 48:20

16 дней назад48:20

48:20

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/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.…

The Six Five with Patrick Moorhead and Daniel Newman

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Ep. 249: Talking Cisco, DOGE, Lattice Semi, OpenAI, CAPEX Spending, Intel, JD Vance & AI 56:57

23 дня назад56:57

56:57

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.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.…

The Six Five with Patrick Moorhead and Daniel Newman

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Ep. 248: We are Live! Talking Qualcomm, Arm, AMD, Amazon, Alphabet, IBM, Coherent 54:46

4 weeks назад54:46

54:46

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/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.…

The Six Five with Patrick Moorhead and Daniel Newman

1
Beyond the Numbers: Jim Anderson on Coherent’s Next Chapter - Six Five Media 20:06

4 weeks назад20:06

20:06

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 emphasizes the critical role of cultural attributes in driving innovation and maintaining a competitive edge…

The Six Five with Patrick Moorhead and Daniel Newman

1
IBM on the Upswing, Intel Struggles, and the DeepSeek Saga Continues - Six Five Webcast - Infrastructure Matters 30:19

5 weeks назад30:19

30:19

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 it's a topic of continuous interest.…

The Six Five with Patrick Moorhead and Daniel Newman

1
Stargate - The $500 Billion Money Grab - Six Five Webcast: Infrastructure Matters 31:39

5 weeks назад31:39

31:39

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 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.…

The Six Five with Patrick Moorhead and Daniel Newman

1
Six Five Connected with Diana Blass: Broadcom Leaders Maintain Mainframe's Relevance 9:24

5 weeks назад9:24

9:24

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 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…

The Six Five with Patrick Moorhead and Daniel Newman

1
Powering AI Responsibly: Improving Data Center Efficiency in the Age of Rising Energy - Six Five Media 27:28

5 weeks назад27:28

27:28

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 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.…

The Six Five with Patrick Moorhead and Daniel Newman

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Ep. 247: We are Live! Talking DeepSeek, Microsoft, IBM, Intel, ServiceNow, SAP 48:39

5 weeks назад48:39

48:39

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/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.…

The Six Five with Patrick Moorhead and Daniel Newman

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DeepSeek’s Ecosystem Implications, Samsung’s Galaxy Unpacked, & More - Six Five Webcast: The 5G Factor 45:15

5 weeks назад45:15

45:15

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. The potential for operators like AT&T and Verizon to monetize their AI capabilities and real estate assets.…

The Six Five with Patrick Moorhead and Daniel Newman

1
Jeetu Patel on Driving Digital Transformation at Cisco - The View From Davos 13:57

5 weeks назад13:57

13:57

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 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…

The Six Five with Patrick Moorhead and Daniel Newman

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Exploring Lenovo's Globalization and AI Strategies - The View From Davos 15:24

5 weeks назад15:24

15:24

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 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…

The Six Five with Patrick Moorhead and Daniel Newman

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Davos 2025 in a Nutshell: AI, Energy, and Optimism 9:50

5 weeks назад9:50

9:50

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 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.…

The Six Five with Patrick Moorhead and Daniel Newman

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NTT R&D Forum 2024: A Showcase of Innovation Aimed at Creating a Better Future - Six Five Media 18:16

6 weeks назад18:16