Ep. 204: We are Live! Talking Cloudera, NVIDIA, IFS, Plus, Cisco, Lattice

The Six Five with Patrick Moorhead and Daniel Newman

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.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

NVIDIA Getting into DC AI ASIC Market?

• https://twitter.com/PatrickMoorhead/status/1757483843354079548
• https://www.cnbc.com/2024/02/09/nvidia-chases-30-billion-custom-chip-market-with-new-unit-reuters.html
• Custom ASIC: Broadcom & Marvell. Merchant ASIC: Intel Habana, Groq, UntetherAI

Upcoming IFS “Direct Connect” Event Preview

• https://twitter.com/PatrickMoorhead/status/1758139102439108752

Plus AI Open Auto Platform

• https://plus.ai/news-and-insights/plus-launches-open-platform-for-autonomy-to-scale-deployment-of-all-levels-of-autonomous-driving-technology

Cisco Q2 FY2024 Earnings

• https://twitter.com/danielnewmanUV/status/1758136567250776572
• https://twitter.com/danielnewmanUV/status/1757874967943761953
• https://twitter.com/danielnewmanUV/status/1757867283341279424
• https://twitter.com/PatrickMoorhead/status/1758492279239532803

Lattice Q4 FY2023 and 2023 Earnings

• https://twitter.com/danielnewmanUV/status/1757170965367206351
• Revenue: 3% miss; EPS: small beat, Forecast: $25M less than consensus
• https://twitter.com/PatrickMoorhead/status/1758489528224907767

Cloudera Elevate 2025 SKO Event

• https://twitter.com/PatrickMoorhead/status/1757817666646008085
• https://twitter.com/danielnewmanUV/status/1757843125354037738
• Modern Data Platform, GenAI, Hybrid Cloud

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.