Ep. 223: We are Live! Talking AWS, Apple & Microsoft, Samsung, AI, AMD & Silo, Oracle & Palantir

The Six Five with Patrick Moorhead and Daniel Newman

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:

AWS Summit New York 2024

https://twitter.com/PatrickMoorhead/status/1810676779654226268

https://twitter.com/danielnewmanUV/status/1811059782033285379

https://twitter.com/danielnewmanUV/status/1811053879448215671

https://twitter.com/danielnewmanUV/status/1811061651291931120

https://twitter.com/danielnewmanUV/status/1811059273960476776

https://twitter.com/danielnewmanUV/status/1811054822583365655

https://twitter.com/danielnewmanUV/status/1811065656617345120

Samsung Galaxy Unpacked July 2024

https://twitter.com/PatrickMoorhead/status/1811031791198679116

https://twitter.com/PatrickMoorhead/status/1811030235430711653

https://twitter.com/PatrickMoorhead/status/1811027699411963991

https://twitter.com/PatrickMoorhead/status/1811026412783952060

https://twitter.com/PatrickMoorhead/status/1811024706155299010

https://twitter.com/PatrickMoorhead/status/1810279226177700335

https://twitter.com/PatrickMoorhead/status/1811044452015771985

https://twitter.com/PatrickMoorhead/status/1811041855288590436

https://twitter.com/PatrickMoorhead/status/1811038633266209089

https://twitter.com/PatrickMoorhead/status/1811037797395898691

https://twitter.com/PatrickMoorhead/status/1811035679897375059

https://twitter.com/PatrickMoorhead/status/1811033738626670624

Apple & Microsoft Leave OpenAI Board

https://www.washingtonpost.com/technology/2024/07/10/openai-board-microsoft-apple-withdraw/

https://www.bloomberg.com/news/articles/2024-07-10/microsoft-quits-openai-board-after-antitrust-scrutiny-grows

AMD Acquires Silo

https://www.forbes.com/sites/marcochiappetta/2024/07/10/amd-to-acquire-silo-ai-to-accelerate-the-companys-ai-ambitions/

https://www.investors.com/news/technology/amd-stock-chipmaker-to-buy-silo-ai/

https://www.ft.com/content/7b8d2057-2687-45b3-bae4-1488a75ac5b2

Sequoia/A16Z/Goldman Rain On The AI Parade

https://finance.yahoo.com/news/goldman-strategists-big-tech-ai-085521628.html

https://boingboing.net/2024/07/10/goldman-sachs-warns-that-ai-could-be-a-bad-investment.html

https://www.sequoiacap.com/article/ai-data-center-buildout/

https://www.tomshardware.com/tech-industry/artificial-intelligence/ai-industry-needs-to-earn-dollar600-billion-per-year-to-pay-for-massive-hardware-spend-fears-of-an-ai-bubble-intensify-in-wake-of-sequoia-report

Oracle & Palantir Foundry & AI Platform

https://www.oracle.com/news/announcement/oracle-and-palantir-unlock-new-innovation-in-cloud-and-ai-to-power-businesses-and-governments-around-the-world-2024-07-09/

https://finance.yahoo.com/news/oracle-orcl-partners-palantir-accelerate-121200671.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.