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Ep. 224: We are Live! Talking Meta, HP, TSMC, AMD, Apple, NVIDIA
Manage episode 429734708 series 2645868
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:
Crowdstrike Global Meltdown
https://x.com/PatrickMoorhead/status/1814270507602116769
Meta Won't Do GAI In EU Or Brazil
https://thehackernews.com/2024/07/meta-halts-ai-use-in-brazil-following.html
https://www.bbc.com/news/articles/c7291l3nvwvo
https://www.reuters.com/technology/artificial-intelligence/meta-decides-suspend-its-generative-ai-tools-brazil-2024-07-17/
HP Imagine AI 2024
https://www.hp.com/us-en/newsroom/press-kits/2024/hp-imagine-ai.html
https://www.hp.com/us-en/newsroom/press-releases/2024/HP-Takes-AI-Leadership-to-the-Next-Level.html
TSMC Q2FY24 Earnings
https://twitter.com/danielnewmanUV/status/1813905186756145196
https://twitter.com/danielnewmanUV/status/1813911397950001327
https://investor.tsmc.com/english/quarterly-results/2024/q2
AMD Zen 5 Tech Day
https://www.kitguru.net/components/cpu/matthew-wilson/everything-we-learned-at-amds-zen-5-tech-day/
https://www.tomshardware.com/pc-components/cpus/amd-deep-dives-zen-5-ryzen-9000-and-strix-point-cpu-rdna-35-gpu-and-xdna-2-architectures
Apple Using YouTube To Train Its Models?
https://timesofindia.indiatimes.com/technology/tech-news/apple-ai-model-trained-on-youtube-this-is-what-the-company-has-to-say/articleshow/111837078.cms
https://www.macrumors.com/2024/07/18/apple-intelligence-not-trained-on-youtube/
NVIDIA Announces Mistral NeMo 12B NIM
https://mistral.ai/news/mistral-nemo/?ref=upstract.com
https://venturebeat.com/ai/nvidia-and-mistrals-new-model-mistral-nemo-brings-enterprise-grade-ai-to-desktop-computers/
https://www.forbes.com/sites/moorinsights/2024/07/18/mistral-nemo-analyzing-nvidias-broad-model-support/
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.
118 episodes
Manage episode 429734708 series 2645868
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:
Crowdstrike Global Meltdown
https://x.com/PatrickMoorhead/status/1814270507602116769
Meta Won't Do GAI In EU Or Brazil
https://thehackernews.com/2024/07/meta-halts-ai-use-in-brazil-following.html
https://www.bbc.com/news/articles/c7291l3nvwvo
https://www.reuters.com/technology/artificial-intelligence/meta-decides-suspend-its-generative-ai-tools-brazil-2024-07-17/
HP Imagine AI 2024
https://www.hp.com/us-en/newsroom/press-kits/2024/hp-imagine-ai.html
https://www.hp.com/us-en/newsroom/press-releases/2024/HP-Takes-AI-Leadership-to-the-Next-Level.html
TSMC Q2FY24 Earnings
https://twitter.com/danielnewmanUV/status/1813905186756145196
https://twitter.com/danielnewmanUV/status/1813911397950001327
https://investor.tsmc.com/english/quarterly-results/2024/q2
AMD Zen 5 Tech Day
https://www.kitguru.net/components/cpu/matthew-wilson/everything-we-learned-at-amds-zen-5-tech-day/
https://www.tomshardware.com/pc-components/cpus/amd-deep-dives-zen-5-ryzen-9000-and-strix-point-cpu-rdna-35-gpu-and-xdna-2-architectures
Apple Using YouTube To Train Its Models?
https://timesofindia.indiatimes.com/technology/tech-news/apple-ai-model-trained-on-youtube-this-is-what-the-company-has-to-say/articleshow/111837078.cms
https://www.macrumors.com/2024/07/18/apple-intelligence-not-trained-on-youtube/
NVIDIA Announces Mistral NeMo 12B NIM
https://mistral.ai/news/mistral-nemo/?ref=upstract.com
https://venturebeat.com/ai/nvidia-and-mistrals-new-model-mistral-nemo-brings-enterprise-grade-ai-to-desktop-computers/
https://www.forbes.com/sites/moorinsights/2024/07/18/mistral-nemo-analyzing-nvidias-broad-model-support/
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.
118 episodes
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