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: AMD Q1/24 Earnings https://twitter.com/PatrickMoorhead/status/1785431080146989100https://twitter.com/PatrickMoorhead/status/1785410851790364722https://twitter.com/danielnewmanUV/status/1785404308927725708https://twitter.com/danielnewmanUV/status/1785412651889127782 https://www.amd.com/en/newsroom/press-releases/2024-4-30-amd-reports-first-quarter-2024-financial-results.html#:~:text=SANTA%20CLARA%2C%20Calif.%2C%20April,earnings%20per%20share%20of%20%240.07 Amazon Q1/24 Earnings & Q Goes GA https://twitter.com/PatrickMoorhead/status/1785666389996380578 https://moorinsightsstrategy.com/research-notes/amazon-q-delivers-an-evolved-take-on-ai-for-enterprises/https://twitter.com/danielnewmanUV/status/1785400018263801979https://twitter.com/danielnewmanUV/status/1785689571033825755https://twitter.com/danielnewmanUV/status/1785411458383176166https://twitter.com/danielnewmanUV/status/1785035897861255288 https://ir.aboutamazon.com/news-release/news-release-details/2024/Amazon.com-Announces-First-Quarter-Results-68b9258cd/ Qualcomm Q2/FY24 Earnings https://twitter.com/PatrickMoorhead/status/1785787290784035156https://twitter.com/PatrickMoorhead/status/1785780919111942486https://twitter.com/PatrickMoorhead/status/1785762212876873826https://twitter.com/danielnewmanUV/status/1785785183058141199 https://finance.yahoo.com/news/qualcomm-inc-qcom-q2-fiscal-214245257.html Apple Q2/FY24 Earnings https://www.apple.com/newsroom/2024/05/apple-reports-second-quarter-results/https://twitter.com/PatrickMoorhead/status/1786133526833672202 https://x.com/quartr_app/status/1786134894646554820?s=46&t=YiEHo6jc4-PozRf_efr9PAhttps://twitter.com/danielnewmanUV/status/1786145686594965978https://twitter.com/danielnewmanUV/status/1786133257353871491 Lattice Q1/24 Earnings https://twitter.com/PatrickMoorhead/status/1785367306584948887https://twitter.com/danielnewmanUV/status/1785073534449979744 https://ir.latticesemi.com/static-files/02d79053-4b33-46ac-b47c-b16b9d5121f2 Commvault Q4/FY24 Earnings https://twitter.com/danielnewmanUV/status/1785361743255921034 https://ir.commvault.com/news-releases/news-release-details/commvault-announces-fiscal-2024-fourth-quarter-financial-results 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.

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: Google Q1/24 Earnings https://twitter.com/danielnewmanUV/status/1783592718712668547 https://x.com/PatrickMoorhead/status/1783651113767706925 https://abc.xyz/assets/91/b3/3f9213d14ce3ae27e1038e01a0e0/2024q1-alphabet-earnings-release-pdf.pdf https://finance.yahoo.com/news/alphabet-earnings-preview-all-eyes-on-ai-investments-ad-market-growth-as-meta-disappoints-142011581.html Microsoft Q3/24 Earnings https://x.com/PatrickMoorhead/status/1783642788409888806 https://twitter.com/danielnewmanUV/status/1783589533725958356 https://www.microsoft.com/en-us/investor/earnings/fy-2024-q3/press-release-webcast https://www.microsoft.com/en-us/Investor/earnings/FY-2024-Q3/performance ServiceNow Q1/24 Earnings https://twitter.com/danielnewmanUV/status/1783231711490302031 https://www.servicenow.com/company/media/press-room/first-quarter-2024-financial-results.html SAP Q1/24 Earnings https://twitter.com/danielnewmanUV/status/1782746698625737023 https://twitter.com/PatrickMoorhead/status/1783309345779814513 https://news.sap.com/2024/04/sap-announces-q1-2024-results/ Meta Q1/24 Earnings https://twitter.com/danielnewmanUV/status/1783239579463553395 https://investor.fb.com/investor-news/press-release-details/2024/Meta-Reports-First-Quarter-2024-Results/default.aspx IBM Q1/24 Earnings https://x.com/PatrickMoorhead/status/1783319862950998392 Intel Q1/24 Earnings https://x.com/PatrickMoorhead/status/1783635930894782641 https://twitter.com/danielnewmanUV/status/1783596972236050773 https://twitter.com/danielnewmanUV/status/1783600304577012055 https://www.intc.com/news-events/press-releases/detail/1692/intel-reports-first-quarter-2024-financial-results https://finance.yahoo.com/news/intel-earnings-135825817.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.

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: Apple Vision Pro Developers Losing Interest? https://twitter.com/PatrickMoorhead/status/1780746447102599462https://twitter.com/PatrickMoorhead/status/1779852272937132347https://twitter.com/danielnewmanUV/status/1779672831049011663 U.S. Awards Samsung & Micron over $6B in CHIPS Act https://twitter.com/PatrickMoorhead/status/1779849058540027907https://twitter.com/danielnewmanUV/status/1780766818157617281https://twitter.com/danielnewmanUV/status/1779873626084274559 Does AMD Really Have a Datacenter AI GPU Problem? https://twitter.com/PatrickMoorhead/status/1779851395811668037https://twitter.com/danielnewmanUV/status/1779696805820698953 Adobe’s Use of Midjourney https://twitter.com/danielnewmanUV/status/1780264288348766403 https://www.bloomberg.com/news/articles/2024-04-12/adobe-s-ai-firefly-used-ai-generated-images-from-rivals-for-training Samsung Knocks Apple Off Of Number 1 Market Share https://twitter.com/danielnewmanUV/status/1779915488723611791 https://www.washingtontimes.com/news/2024/apr/15/samsung-knocks-apple-out-as-worlds-biggest-phone-s/ https://malaysia.news.yahoo.com/samsung-takes-top-phone-maker-092637769.html Arm Says CPUs Can Save 15 Percent of Total Datacenter Power https://twitter.com/PatrickMoorhead/status/1780674836123074946https://twitter.com/danielnewmanUV/status/1780687456716861730 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.

On this episode of the Six Five On the Road, hosts Daniel Newman and Patrick Moorhead are joined by Google Cloud's Oliver Parker, Vice President, Global Generative AI GTM, for a conversation on why Google Cloud is the preferred choice for customers looking into generative AI solutions. Their discussion covers: The reasons behind Oliver Parker's decision to rejoin Google Cloud Insights from recent global meetings with customers about their inquiries and needs regarding generative AI The key factors driving customers towards choosing Google Cloud for generative AI projects Additional insights into Google Cloud's offerings and future directions

On this episode of the Six Five On the Road, hosts Daniel Newman and Patrick Moorhead are joined by Google Cloud's Mark Lohmeyer, Vice President & GM Compute and ML Infrastructure, for a conversation on Google Cloud's latest innovations and strategic direction, particularly focusing on workload-optimized infrastructure. The discussion covers: The holistic approach of Google Cloud toward system-level design optimization across essential technology stacks. The extensive range of TPUs and GPUs available through Google Cloud and partners, enhancing infrastructure flexibility. An in-depth look at Google Cloud's AI Hypercomputer architecture designed to supercharge AI operations. The introduction of Axion, a new custom-designed Arm-based CPU by Google. Exciting expansions in Google Cloud's storage capabilities, including the launch of Hyperdisk ML for AI applications.

On this episode of The Six Five On the Road, hosts Daniel Newman and Patrick Moorhead welcome Dipto Chakravarty, Chief Product Officer at Cloudera for a conversation on Cloudera’s growth and product-led innovations and their position as AI continues to disrupt compute infrastructure at Cloudera Elevate 25. Their discussion covers: An overview of Cloudera’s growth strategy and specific product-led innovations Cloudera has planned Cloudera’s “nexus of trusted data” and how this makes their cloud platform unique How Cloudera positions themselves as AI usage trends continue and how Cloudera’s trusted data will make a difference for customers

On this episode of the Six Five - On the Road, hosts Patrick Moorhead and Daniel Newman are joined by Intel's Justin Hotard, Executive Vice President and General Manager, Data Center and AI Group, and Sachin Katti, Senior Vice President and General Manager, Network and Edge Group. This episode offers an insightful discussion on Intel's strategic direction regarding Enterprise AI, which was covered this week during Intel Vision 2024. Their discussion covers: The Enterprise AI Opportunity Intel’s Vision for Enterprise AI and the necessary steps to realize it Intel's scalable approach to AI and its impact Intel's strategy on addressing software challenges in AI Key product announcements made by Intel this week

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: Intel Vision 2024 Event https://twitter.com/anshelsag/status/1777723909972041979https://twitter.com/danielnewmanUV/status/1777779401113169929https://twitter.com/danielnewmanUV/status/1777741909865488417https://twitter.com/danielnewmanUV/status/1777732805386199384https://x.com/PatrickMoorhead/status/1777824158921240693https://x.com/PatrickMoorhead/status/1777823715168079996 Google Cloud Next 2024 Event https://twitter.com/PatrickMoorhead/status/1777730172441288797https://twitter.com/PatrickMoorhead/status/1778106837373690119https://twitter.com/danielnewmanUV/status/1777749000151773570https://twitter.com/PatrickMoorhead/status/1777841767632744835https://twitter.com/PatrickMoorhead/status/1777732669478236465https://twitter.com/danielnewmanUV/status/1777746536069464246https://twitter.com/PatrickMoorhead/status/1777837143286800747https://twitter.com/PatrickMoorhead/status/1777734922616336580https://twitter.com/PatrickMoorhead/status/1777733496364265602https://twitter.com/danielnewmanUV/status/1778106196567925001https://twitter.com/danielnewmanUV/status/1777751328212779338https://twitter.com/danielnewmanUV/status/1777846396487700484https://twitter.com/danielnewmanUV/status/1777738921734176838https://twitter.com/danielnewmanUV/status/1777736027274416234 Apple M4 Chips & New Macs https://x.com/PatrickMoorhead/status/1778517407071412553 https://www.yahoo.com/news/apple-may-start-releasing-ai-centric-m4-powered-macs-later-this-year-175312540.html#:~:text=Versions%20of%20the%2013%2Dinch,notes%20that%20plans%20may%20change https://www.bloomberg.com/news/articles/2024-04-11/apple-aapl-readies-m4-chip-mac-line-including-new-macbook-air-and-mac-pro TSMC Gets $6.6 billion CHIPS Act Funding https://twitter.com/PatrickMoorhead/status/1777394409295782078https://twitter.com/danielnewmanUV/status/1778186030300209478https://twitter.com/danielnewmanUV/status/1778125637875826748 https://www.wsj.com/tech/taiwanese-chip-making-giant-tsmc-gets-6-6-billion-for-arizona-project-f75e9de4 https://www.marketplace.org/2024/04/09/tsmc-deal-chips-acts-semiconductors/ Marvell Accelerated Infrastructure for the AI Era Event https://twitter.com/PatrickMoorhead/status/1778424084130369545https://twitter.com/danielnewmanUV/status/1778424121409380846https://twitter.com/PatrickMoorhead/status/1778430334268297449https://twitter.com/PatrickMoorhead/status/1778430966006006256 U.S. Inflation Data https://twitter.com/danielnewmanUV/status/1778054672689013131https://twitter.com/danielnewmanUV/status/1778104488706056336https://twitter.com/PatrickMoorhead/status/1778195676251435442 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.

On this episode of the Six Five In the Booth, host Keith Kirkpatrick is joined by Adobe's Ken Reisman, Vice President of Digital Media for Enterprise, for an illuminating conversation on how Adobe is catering to the evolving content needs of modern enterprises. Recorded at Adobe Summit, Adobe's premier Digital Experience conference, this discussion delves deep into the realms of innovation, GenAI's business impact, and what the future holds for Adobe Firefly. Their discussion covers: The significance of Adobe Summit as a hub for digital experience innovation and what enterprises are seeking to truly leverage the potential of GenAI. Ken Reisman’s insights on the latest innovations and product announcements from Adobe, highlighting the developments he's most enthusiastic about. The future trajectory for Adobe Firefly amidst Adobe's expansive innovation landscape and other key takeaways from the event.

On this episode of the Six Five - On the Road, hosts Patrick Moorhead and Daniel Newman are joined by Dell Technologies' Kyle Dufresne and Ihab Tarazi, who dive into the State of AI Adoption with Dell Technologies. This discussion unravels Dell's positioning and strategy in the evolving AI landscape, exploring their unique value proposition, as well as, upcoming insights from Dell Technologies World. Our discussion covers: Dell's opportunities in GenAI following NVIDIA GTC The advantages of partnering with Dell for enterprise AI solutions Anticipated highlights and what to expect at Dell Tech World

On this episode of Six Five - On the Road, host Patrick Moorhead and Daniel Newman are joined by Dell Technologies' Varun Chhabra, SVP Product Marketing, for a conversation on the collaboration between Dell and NVIDIA known as the Dell AI Factory. This innovative initiative was one of the highlights at the recent NVIDIA GTC event, showcasing how both companies are at the forefront of driving enterprise adoption of AI technologies. Their discussion covers: The unveiling of the Dell AI Factory in partnership with NVIDIA at GTC, and its significance for the AI industry. Insights into Rapid Adoption Group's (RAG) findings on enterprise adoption of AI technologies. How Dell's collaboration with NVIDIA, including the integration of NVIDIA's Blackwell series, is shaping the future of AI solutions for customers. A sneak peek into what Dell Technologies has planned next in the field of AI and emerging technologies.

On this episode of The Six Five - On the Road, hosts Daniel Newman and Patrick Moorhead welcome Abhas Ricky, Chief Strategy Officer at Cloudera for a conversation on Cloudera’s enterprise AI ecosystem at Cloudera Elevate 25. Their discussion covers: How Cloudera is helping customers use AI in production Cloudera’s strategy to use hybrid to drive growth The latest update to Cloudera’s enterprise AI ecosystem

On this episode of The Six Five, host Patrick Moorhead is joined by Cornerstone Research's Kirti Gupta VP & Chief Economist, Global Tech. Kirti brings a wealth of experience from her 20 years at Qualcomm and shares her insights into the LeadershIP 2024 conference, the critical role of technology and innovation policies, and the challenges facing the US in maintaining its competitive edge in the global tech landscape. The discussion covers: An overview of the LeadershIP 2024 conference, its evolution, and the significance of its new partnership with CSIS. The dichotomy between open ecosystems and closed models in today's economy and the impact on innovation. The strategic considerations of national security and the dangers of technological monopolies from a country perspective. Examining which innovation model will triumph in the face of global competition, and the role of financial resources. The effects of diminishing intellectual property rights in the US, and the necessity of protecting these rights to ensure competitiveness. The potential lag of the US behind other jurisdictions in implementing regulations similar to the EU's Digital Markets Act, and the implications.

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: Intel Breaks Out Product and Foundry Reporting https://download.intel.com/newsroom/2024/corporate/resegmentation-infographic.pdf https://d1io3yog0oux5.cloudfront.net/_9bece0e2e2052ad835960ec926e1b746/intel/db/856/8992/presentation/Intel+New+Segment+Reporting+Webinar+-+for+posting+to+INTC.com.pdfhttps://twitter.com/PatrickMoorhead/status/1775551444260716608https://twitter.com/PatrickMoorhead/status/1775266979492085779https://twitter.com/danielnewmanUV/status/1775263404133060620https://twitter.com/danielnewmanUV/status/1775272665009590541 Oracle-Palantir Partnership https://www.oracle.com/ee/news/announcement/oracle-and-palantir-join-forces-to-deliver-mission-critical-ai-solutions-to-governments-and-businesses-2024-04-04https://twitter.com/Oracle/status/1775888741350924485 https://www.techmarketview.com/ukhotviews/archive/2024/04/05/palantir-and-oracle-partner-to-provide-government-and-more-ai-services#:~:text=Oracle%20and%20US%2Dheadquartered%20data,across%20government%20and%20commercial%20sectors. https://www.investors.com/news/technology/palantir-stock-rises-oracle-deal-for-ai-cloud-computing-services/ Groq Developer and App Milestones https://twitter.com/danielnewmanUV/status/1775176439802761518https://twitter.com/PatrickMoorhead/status/1775315306715422731 https://wow.groq.com/news_press/demand-for-real-time-ai-inference-from-groq-accelerates-week-over-week/ Apple Getting Into Home Robots After Bailing on Cars? https://twitter.com/danielnewmanUV/status/1775645024379715978 https://www.bloomberg.com/news/articles/2024-04-03/apple-explores-home-robots-after-abandoning-car-efforts https://www.cnet.com/tech/mobile/apple-reportedly-developing-robots-thatll-roam-your-home/ Rubrik Files S-1 To Go Public https://twitter.com/danielnewmanUV/status/1775178111945978165https://twitter.com/danielnewmanUV/status/1776070827206709363 https://www.rubrik.com/company/newsroom/press-releases/24/rubrik-files-registration-statement-for-proposed-initial-public-offeringhttps://www.meritechcapital.com/blog/rubrik-ipo-or-s-1-breakdown Are EVs or Tesla Stalling? Or is China Winning? https://www.theglobeandmail.com/business/international-business/article-tesla-scraps-low-cost-car-plans-amid-fierce-chinese-ev-competition/ https://www.businessinsider.com/china-electric-cars-ev-elon-musk-tesla-byd-price-war-2024-4 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.

On this episode of The Six Five - On the Road, hosts Patrick Moorhead and Daniel Newman are joined by Adobe's Eric Hall, CMO Digital Experience Business for a conversation on the revolutionary shifts in customer experience driven by artificial intelligence. Eric shares valuable insights from the Adobe Summit, discussing the challenges marketers face in this new era of GenAI and how Adobe is uniquely positioned to assist enterprises in achieving personalization at scale. Our discussion covers: Key themes and challenges for marketers highlighted at the Adobe Summit, focusing on the era of GenAI. Adobe's strategic approach to empowering Enterprise CMOs and CIOs with tools for achieving personalization at scale. Exciting new products and offerings announced at the summit that are set to transform customer experience management. The significance of Adobe's role as customer zero in its marketing strategy. The crucial role of partnerships in enhancing Adobe's Customer Experience Management solutions.

On this episode of "In the Booth" from Enterprise Connect 2024, The Futurum Group’s Craig Durr talks with Ryan Nichols, Chief Product Officer for Service Cloud at Salesforce, and Randy Hand, Head of Solution Architecture at AWS, about the transformative role of AI in customer service and the strategic partnership between Salesforce and AWS that enhances contact center solutions. Their discussion covers: The impact of Generative AI on customer service strategies and its potential to revolutionize contact center efficiency and customer satisfaction. The collaboration between Salesforce and AWS, highlighting how their integrated solutions leverage AI and cloud technologies to innovate contact center operations. Salesforce's Service Cloud Voice and how it utilizes AI and CRM data to provide a unified and personalized customer service experience across various channels. Future innovations from Salesforce in the contact center space, focusing on AI and data-driven solutions to enhance customer interactions and operational effectiveness.

On this episode of The Six Five On the Road, hosts Daniel Newman and Patrick Moorhead are at Cloudera Elevate 25 where they welcome Charles Sansbury, Chief Executive Officer at Cloudera for a conversation on Cloudera’s growth strategy, which includes hybrid cloud and AI. Their discussion covers: Cloudera’s strategy and key investments for growth How Cloudera is using AI to help their customers Cloudera’s plan for hybrid cloud and how are the customers reacting

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: Adobe Summit 2024 https://twitter.com/PatrickMoorhead/status/1773136770114204149https://twitter.com/PatrickMoorhead/status/1773035536145408389https://twitter.com/PatrickMoorhead/status/1772732619144274081https://twitter.com/PatrickMoorhead/status/1772738166669115665https://twitter.com/PatrickMoorhead/status/1772664499025084738https://twitter.com/PatrickMoorhead/status/1772662848289907113https://twitter.com/PatrickMoorhead/status/1772661695837512119https://twitter.com/danielnewmanUV/status/1772739538193920197https://twitter.com/danielnewmanUV/status/1772743799921365092https://twitter.com/danielnewmanUV/status/1772745512804041004https://twitter.com/danielnewmanUV/status/1772734299596267935https://twitter.com/danielnewmanUV/status/1772732623183364515https://twitter.com/danielnewmanUV/status/1772664601009857024 China’s Crackdown on AMD & Intel Chips https://twitter.com/PatrickMoorhead/status/1772312978454388793https://twitter.com/PatrickMoorhead/status/1772319189073567892https://twitter.com/PatrickMoorhead/status/1772368710948290730 https://www.cnbc.com/2024/03/25/chinas-new-guidelines-will-block-intel-and-amd-chips-in-government-computers-ft.htmlhttps://x.com/danielnewmanUV/status/1771946202159878562?s=20 Intel Gaudi Performance - Beats NVIDIA? https://twitter.com/danielnewmanUV/status/1773195621802926279 https://www.intel.com/content/www/us/en/newsroom/news/new-gaudi-2-xeon-performance-ai-inference.html Apple Investigated Again by EU & Consumer Class Action Suits Start https://twitter.com/PatrickMoorhead/status/1772689693496262967https://twitter.com/PatrickMoorhead/status/1772403071563227355https://twitter.com/PatrickMoorhead/status/1771284469988684093https://twitter.com/PatrickMoorhead/status/1771580903644443110https://twitter.com/PatrickMoorhead/status/1771555157391585760https://twitter.com/danielnewmanUV/status/1772768660765233333 https://www.cbsnews.com/news/eu-apple-google-meta-investigation-new-digital-markets-act-antitrust-law/ https://www.reuters.com/technology/consumers-sue-apple-taking-page-us-justice-department-lawsuit-2024-03-25/ Databricks New DBRX Model- Enterprise Worthy? https://twitter.com/PatrickMoorhead/status/1773073895504884163 https://www.databricks.com/blog/introducing-dbrx-new-state-art-open-llm Is NVIDIA a Monopoly? https://twitter.com/danielnewmanUV/status/1772706567210885277https://twitter.com/PatrickMoorhead/status/1772406764136268277https://twitter.com/PatrickMoorhead/status/1771600944280596659 Lattice Leveraging the AI PC Wave? https://www.latticesemi.com/en/Blog/2024/03/12/18/12/Bolstering-AI-PC-Innovation-with-FPGA-Edge-Accelerators 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.

On this episode of The Six Five - In the Booth from Enterprise Connect, The Futurum Group’s Craig Durr talks with Albert Kooiman, Senior Director at Microsoft, about the latest advancements in Microsoft Teams Rooms, highlighting the integration of AI to enhance meeting experiences and improve collaboration. Their discussion covers: The role of AI in transforming meeting room experiences, enabling features like speaker identification and content processing. The lifecycle of meetings, from preparation to post-meeting analysis, all enhanced by AI-driven suggestions and insights. Governance and privacy considerations in AI deployment, especially concerning voice recognition and data access. The evolution of BYOD (Bring Your Own Device) meeting rooms, leveraging Teams client to differentiate user experiences and provide valuable data for IT and business decision-making.

On this episode of The Six Five - On the Road, host Patrick Moorhead is joined by Dr. Dario Gil SVP and Director for IBM Research and Ion Stoica, Executive Chairman, Anyscale and Databricks and Professor at UC Berkeley. They engage in a captivating conversation about the significance of an open future for Artificial Intelligence and introduce us to the AI Alliance's goals and initiatives. Our discussion covers: The mission and objectives of the AI Alliance within the AI industry Historical context and motivations behind the formation of the AI Alliance and its unique positioning The diverse makeup of the AI Alliance, including pivotal roles of IBM and Anyscale, in promoting AI accessibility Strategies for fostering open and responsible AI development through the Alliance Overview of current projects and future endeavors of the AI Alliance Learn more at IBM Research and Anyscale.