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Contenu fourni par Daniel Newman and Patrick Moorhead. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Daniel Newman and Patrick Moorhead ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
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The Six Five with Patrick Moorhead and Daniel Newman
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Contenu fourni par Daniel Newman and Patrick Moorhead. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Daniel Newman and Patrick Moorhead ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.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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119 episodes
Tout marquer comme (non) lu
Manage series 2645868
Contenu fourni par Daniel Newman and Patrick Moorhead. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Daniel Newman and Patrick Moorhead ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.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.
…
continue reading
119 episodes
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The Six Five with Patrick Moorhead and Daniel Newman
1 What CES Means for Data Centers and 2025 Data Infrastructure Predictions - Six Five Webcast - Infrastructure Matters 30:21
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30:21On this episode of the Six Five Webcast - Infrastructure Matters, hosts Camberley Bates , Keith Townsend , and Dion Hinchcliffe dive into the announcements from CES 2025 and their implications for data centers and data infrastructure moving forward. Their discussion covers: Nvidia's groundbreaking launch at CES 2025, featuring the Project Digits personal AI supercomputer, the GB-200 data center superchip equipped with 72 Blackwell GPUs, and the debut of the Cosmos AI-friendly world model. The evolution and growing significance of scale-out and parallel file systems in facilitating AI workloads within enterprises. Emerging demands for more sophisticated integration and management of AI-focused data pipelines, spotlighting the roles of data lakes, streaming data, and vector databases. The accelerated transition towards more efficient and compact solid-state storage solutions, driven by the intensive needs of AI computing environments.…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Ep. 245: We are Live! Talking Meta, NVIDIA, Qualcomm, AMD, Intel 56:10
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56:10Leading 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: Meta Goes Community Notes, Eliminates Moderators https://about.fb.com/news/2025/01/meta-more-speech-fewer-mistakes/ https://www.nbcnews.com/tech/social-media/meta-ends-fact-checking-program-community-notes-x-rcna186468 https://www.cnn.com/2025/01/07/tech/meta-censorship-moderation/index.html https://www.nytimes.com/2025/01/07/business/meta-community-notes-x.html NVIDIA Outlines Its Next Big Strategic Opportunity Beyond Datacenter AI https://x.com/danielnewmanUV/status/1877017274038816880 https://x.com/PatrickMoorhead/status/1876462528664093040 https://x.com/PatrickMoorhead/status/1876465642569924951 https://x.com/PatrickMoorhead/status/1876480309363085709 https://x.com/danielnewmanUV/status/1876741533841625561 https://x.com/danielnewmanUV/status/1876470717010883010 https://x.com/danielnewmanUV/status/1876479043039887824 NVIDIA Widens Enterprise Software Mote With Agents https://x.com/PatrickMoorhead/status/1876472310800220521 https://x.com/PatrickMoorhead/status/1876465642569924951 https://x.com/danielnewmanUV/status/1876470717010883010 https://x.com/danielnewmanUV/status/1876479043039887824 NVIDIA Gets Into Developer Desktops: A Notebook Pipe-Cleaner? https://x.com/PatrickMoorhead/status/1876483206100468026 https://x.com/danielnewmanUV/status/1876466691695366274 https://finance.yahoo.com/video/ces-2025-huang-unveils-nvidia-020000890.html Qualcomm Expands Auto Empire & Lowers PC Entry Price Points https://www.qualcomm.com/news/releases/2025/01/qualcomm-brings-industry-leading-ai-innovations-and-broad-collab https://www.yahoo.com/tech/snapdragon-x-chip-qualcomm-targets-160000403.html https://www.fool.com/investing/2025/01/09/qualcomms-budget-pc-chips-dont-solve-its-biggest-p/ AMD Goes Big With Dell & Targets Apple M4 With Max https://x.com/PatrickMoorhead/status/1876351468292436168 https://x.com/PatrickMoorhead/status/1876353826976104883 https://x.com/danielnewmanUV/status/1876349164411637791 Intel Reiterates Go-Forward Strategic Priorities https://x.com/PatrickMoorhead/status/1876311455420793340 https://x.com/PatrickMoorhead/status/1876331758805016850 https://x.com/danielnewmanUV/status/1876391430601720015 https://x.com/danielnewmanUV/status/1876308195851080058 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.…
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The Six Five with Patrick Moorhead and Daniel Newman
1 How Arm is Powering the Next Generation of AI-Enabled Vehicles - Six Five On The Road at CES 2025 18:07
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18:07Who will take the lead in the AI automotive race? 🚗💨 Host Olivier Blanchard is joined by Dipti Vachani , SVP & GM, Automotive Business at Arm on this episode of the Six Five On The Road at CES 2025 to discuss how Arm aims to shape innovation in the automotive industry, highlighting its contributions to the next generation of AI-enabled vehicles. Their discussion covers 👇 The biggest automotive technology trends in 2025 How Arm leverages its smartphone and datacenter market expertise in the automotive industry Arm’s role in fostering collaborations within the automotive ecosystem to streamline and expedite development processes The widespread adoption of Arm technology across various vehicle applications by partners…
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The Six Five with Patrick Moorhead and Daniel Newman
The PC is back in the spotlight 🔆 and Dell unveiled a slew of innovations at CES 2025. On this episode of Connected with Diana Blass , we get the inside scoop from several experts at Dell Technologies and Dell’s Alienware team on their CES 2025 product showcase. Key takeaways: Dell is bringing AI to the edge, integrating powerful MPUs from Intel, Qualcomm, and AMD into its new line of laptops, meaning faster, more efficient performance for demanding workloads Simplified Portfolio: Dell has streamlined its PC lineup with three clear categories: Dell, Dell Pro, and Dell Pro Max Dell is committed to using recycled materials and reducing its environmental impact Insights on how these innovations address current tech trends The impact of these products on the future of personal and professional computing Their vision for the evolution of computing devices…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Alienware Announces New Flagship Products at CES 2025 - Six Five On The Road 11:56
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11:56Area-51 Gaming PC’s are Back! 👽 Dell Technologies has showcased a ton of innovations at CES 2025. On this episode of Six Five On The Road, host Anshel Sag , Principal Analyst, Moor Insights and Strategy is joined by Alienware General Manager, Matt McGowan , for a conversation on the highly anticipated announcements from Alienware , a subsidiary of Dell Technologies, continuing its tradition of unveiling cutting-edge gaming technology. Their discussion covers 👇 • The reintroduction of the iconic Area-51 product line, its legacy, and its significance in the gaming community • How the feedback from the gaming community influenced the new generation of Area-51 desktops and laptops, emphasizing customization and upgradeability • The inspiration behind the new design language for the Area-51 laptops, and Alienware's vision for the future of gaming products • An overview of Alienware Elite Care, a new customer support initiative, and the exclusive benefits it offers to ensure an unparalleled gaming experience • The unveiling of the Alienware 27 4KQD-OLED display alongside the Area-51 lineup and how this flagship monitor enhances the gaming experience…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Meet Dell's Simplified AI PC Portfolio: Silicon Innovation at its Best - Six Five On The Road 12:42
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12:42CES 2025 is in full swing and Dell has some major announcements. On this episode of Six Five On The Road, host Olivier Blanchard is joined by Kevin Terwilliger , VP and GM of PC Portfolio Management at Dell Technologies , for a conversation on Dell’s strategic innovations ahead of CES 2025. They cover the following ⤵️ • A sneak peek into Dell's AI PC strategy unveiling at CES 2025, including key trends and the opportunities it presents • Insights into the IT customer and end-user dynamics driving the AI PC market and the strategic positioning of Dell's new lineup • The importance of silicon diversity in Dell's innovation strategy, with a focus on partnerships with leading tech companies like Intel, Qualcomm, and Delta • Dell's commitment to sustainability and the circular economy across its new PC portfolio • Strategies for engineering AI PCs that evolve with AI technologies to meet the future needs of both businesses and consumers…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Unpacking the Benefits of AI PCs - Six Five On The Road 17:17
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17:17For many, the AI PC revolution can’t come fast enough. So how do we speed it up? Host Olivier Blanchard , Research Director & Practice Lead, Artificial Intelligence Devices at The Futurum Group, is joined by Dell Technologies' Jon Siegal , SVP, Dell Product Marketing, on this episode of the Six Five On The Road. They share in-depth analysis on the benefits of AI PCs and accelerating adoption of AI in personal computing. Tune in as they cover: The rise of hybrid AI: AI workloads moving beyond the cloud to the edge and devices Dell Pro AI Studio: A free toolkit that simplifies AI development and deployment, allowing developers to "build once, run anywhere" AI PCs: These high-performance, energy-efficient machines can empower developers and enable new use cases like offline RAG models and on-device translation Dell's initiatives to boost on-device AI capabilities and innovation through the integration of Neural Processing Units (NPUs) The current landscape of AI PC adoption and how customers are utilizing Dell’s AI solutions in their day-to-day operations…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Dell's Innovative Approach with AI PCs - Six Five On The Road 20:48
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20:48Despite recent concerns about the overall AI PC market, Dell Technologies is proving that the future of this tech is more than just hype. Host Patrick Moorhead is with Jeff Clarke , Vice Chairman and Chief Operating Officer of Dell Technologies on this episode of Six Five On The Road. They discuss how Dell is bolstering its AI PC endeavors through strategic partnerships, and what future AI advancements might look like. Tune in for details on: AI PCs progressing from a "what if" to a reality. They discuss whether the AI PC era has commenced and if the market is primed for these advances A look at Dell's partnerships across the technological spectrum, emphasizing collaboration in silicon innovation and AI PC market penetration Dell's strategic advantage in the burgeoning AI PC market. How their strong R&D, vast supply chain, and deep customer relationships may give them an edge Future predictions for AI technology and its implications for consumers and businesses alike…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Exploring Micron G9 NAND – The World's Fastest NAND - Six Five Podcast 16:39
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16:39On this episode of the Six Five Podcast, host Daniel Newman is joined by Micron Technology's Russ Meyer , Senior Vice President of NAND Technology Development, for a conversation on the groundbreaking advancements in NAND technology. Micron, a leading name in memory and storage solutions, has recently unveiled a series of innovative products, including the world’s fastest data center SSD and the revolutionary G9 NAND technology, marking a significant leap in the storage industry. Their discussion covers: Micron's back-to-back announcements of cutting-edge products and their impact on the technology ecosystem. Insights into the Micron G9 NAND’s unique features and its positioning as the industry’s first in many aspects. The rationale behind Micron’s shift in naming its NAND technology to reflect industry generation, moving away from the traditional layer count. Micron’s strategy on leading NAND transitions, ensuring that announced NAND technology is not just a promise but a present reality in the market. The significance of the 2650 SSD powered by G9 TLC NAND, highlighting its performance benefits and value proposition amidst industry competition.…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Industry Investments and Unicorns! Data, AI, Security are Winners - Six Five Webcast: Infrastructure Matters 32:50
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32:50On this episode of the Six Five Webcast - Infrastructure Matters, hosts Camberley Bates and Keith Townsend discuss industry investments, with a particular focus on the fields of data management, AI, and cybersecurity. They delve into why these sectors are currently being seen as winners in the venture capital space, revealing the key trends and innovations driving their unprecedented growth. Their discussion covers: - The surge in investment within AI, how it's shaping the future of technology, and its implications for industry standards. - Insight into the data management sector, including new advancements and the importance of data security. - A deep dive into cybersecurity measures and the increasing need for robust security frameworks to protect against evolving threats. - The emergence of unicorns (startups valued at over $1 billion) in these sectors and what it means for the global tech ecosystem. - Future predictions for investments in technology, and how current trends might shape the industry dynamics in the coming years.…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Accelerating GenAI Innovation - Six Five On the Road at AWS re:Invent 18:04
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18:04How to speed up GenAI? Find out how on this episode of Six Five On the Road at AWS re:Invent with host Keith Townsend and Elastic ’s Ken Exner , CPO, for a conversation on how Elastic is at the forefront of accelerating generative AI (GenAI) innovation. Fast track this ⤵️ Insights into the adoption of generative AI applications among Elastic's customer base and how Elastic facilitates the acceleration of Gen AI initiatives. Future directions for Elastic’s product portfolio with the integration of AI and machine learning. Developer feedback on Elasticsearch’s usage in GenAI projects and its prominence as the top vector database. The launch of Elastic Cloud Serverless and Elastic's commitment to balancing usability with flexibility for both developers and end-users. A reflection on Elastic’s product developments in the past year and anticipations for innovations in 2025.…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Elastic’s Generative AI Momentum - Six Five On The Road at AWS re:Invent 19:16
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19:16Enterprise RAG? CEO of Elastic Ashutosh Kulkarni sat down with our host Daniel Newman at AWS re:Invent 2024. They touched on how Elastic is driving generative AI adoption by empowering developers with tools and partnerships, focusing on efficiency and integration within the AWS ecosystem, and aiming to lead the enterprise AI sector in 2025. Specific highlights covered ⤵️ Drivers behind Elastic's strong momentum in generative AI adoption and their efforts to help customers accelerate their GenAI projects. Insights into the newly announced Elastic AI Ecosystem and its role in aiding developers to navigate AI product choices and integrations more efficiently. The significant influence of the AWS partnership on Elastic’s strategic directions and key takeaways from this collaboration. Elastic's achievements in 2024 within the enterprise tech landscape. Future prospects for Elastic and the evolving enterprise AI sector in 2025.…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Unlocking Cloud Efficiency: AWS Reveals AI-Driven Operations - Six Five at AWS re:Invent 18:00
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18:00The cloud ops landscape is evolving at lightning speed ⚡ from simple web servers to serverless functions and now, the explosion of AI workloads. 🤯 Hosts Daniel Newman and Patrick Moorhead are joined by Amazon Web Services ' Nandini Ramani , Vice President of Search and Cloud Ops, on this episode of Six Five On The Road at AWS re:Invent, for a conversation on AWS's latest innovations in cloud operations, spotlighting the integration of AI and machine learning to elevate efficiency and performance. Their discussion covers: The evolution of cloud operations challenges over the years and AWS's approach to addressing them Lessons learned from AWS's 17+ years in operation and their impact on the development of cloud services Integrating AI and machine learning in cloud operations for enhanced efficiency and performance An introduction to the Ops-i-tron concept and its significance in cloud operations Exploring the new "Explore Related" button and its role in simplifying troubleshooting across interconnected services…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Exploring Dell’s Generative AI Solutions - Six Five On The Road at SC24 18:46
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18:46Pop quiz: What is an AI factory? 🏭 David Nicholson is joined by Dell Technologies' Vice President of Product Management for Artificial Intelligence and Data Management, Chad Dunn on this episode of Six Five On The Road at SC24. They discuss Dell's advancements in Generative AI (GenAI) Solutions and the unveiling of the Dell AI Factory. Tune in for details 👇 The emerging needs of enterprises in Generative AI and how Dell is addressing them through infrastructure, security, and sustainability The biggest roadblocks to Generative AI adoption, including data preparation and the complexity of coding for GenAI applications An overview of what's new in the Dell AI Factory, highlighting advancements in servers, GPUs, and the expansion of the Dell Enterprise Hub Dell’s set of pre-built blueprints and solutions that accelerate customers’ journey to generative AI, from infrastructure to software and services Priority use cases for enterprises in GenAI and customer success stories showcasing the impact of these technologies…
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The Six Five with Patrick Moorhead and Daniel Newman
1 Sparking AI Innovation with Dell's Data Lakehouse - Six Five On The Road at SC24 16:44
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16:44Unstructured data is the next frontier for AI: think video, audio, and more. David Nicholson is joined by Dell Technologies ' Vice President of Product Management for Artificial Intelligence and Data Management Chad Dunn for a conversation on the strategic importance of high-quality data and the dynamic capabilities of the Dell Data Lakehouse in facilitating effective AI workloads. Highlights include ⤵️ Data quality is paramount: "Garbage in, expensive garbage out" applies more than ever in the age of generative AI Dell’s Data Lakehouse: This intelligent platform helps organizations extract, prepare, and analyze data for AI workloads, including both structured and unstructured data with tools like Apache Spark and Trino Customer experiences: The evolving landscape of data challenges in large enterprises Pushing the boundaries: Dell's approach to managing unstructured data and integrating AI Factory visions into Lakehouse functionalities…
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