Great debut on Squawk Box by our very own Olivier Blanchard 💬 breaking down today’s NVIDIA earnings. Arguably one of the most anticipated market moments in years as we see the most important AI name trying to keep its incredible momentum and maintain the strong confidence in the

Another tech name that dropped yesterday was Pure Storage The company showed a mixed result with an earnings beat and a narrow revenue miss. The big standout reason for the selling pressure on the result for me was the slowing SaaS growth that saw TCV estimates drop to $500

Broadcom doing Broadcom things in Q3 👇🏻 Beating on top and bottom and a solid on par guide. The standout quote from Hock Tan was the $12 Billion in AI revenue from networking and customer AI chips. This part of the business is growing really quickly and Broadcom has the lead on

Great way to start Friday chatting to Yahoo Finance anchors Madison Mills and Brad Smith about Broadcom Earnings, the future of AI Chips (GPUs vs. ASICs), and China Chip Controls. While Broadcom saw some selling pressure in the wake of its recent quarter, I feel that the

Link: Cisco Aims to Operationalize GenAI in Enterprises With AI-Ready FlexPod With NVIDIA NIM CVD Cisco Sulagna #AIFD5 @TechstrongAI buff.ly/3zgGuKu

I'm in London for #CommvaultShift this week, and I just had to call out the location: Halfway between MI-6 and Parliament! Metaphorically speaking, this is exactly where Commvault itself sits: Between cybersecurity and compliance.

Stay tuned for the latest in #DevOps, #AIOps & #GenAI w/ BMC Software's leaders & partners at #BMCConnect. Learn more 👉 bmcconnect.bmc.com #BMCConnect2024 #DiscoverTheNewBMC

CEO AMD Lisa Su sat down w/ Daniel Newman & Patrick Moorhead at their #AdvancingAI event to discuss $AMD's advancements in #CPUs #GPUs (5th Gen EPYC & Instinct MI325X), software stack #ROCm, data center, #AI, and overall computing performance.

I had the chance to talk to AMD’s Lisa Su and @Intel’s Pat Gelsinger yesterday about this huge announcement on the extension of X86. It has support from the CEOs of Broadcom, Dell, Google Cloud, HP, HPE, Lenovo, Microsoft, Oracle, IBM’s Red Hat, Tim Sweeney of Epic Games and Linus

Just added an interview with Samsung Mobile Director of Smartphone Product Management Blake Gaiser to our Galaxy AI Lab Insights page. We talk all about the hardware and software that create Galaxy AI on the S24 family of devices. Full interview here: signal65.com/research/ai/le…

Hey #CFD21 Delegates... what do you think of Platform9's Private Cloud Director?

Link: SonicWall Doubles Down on Edge Security With Risk-Based Connectivity and Threat Protection Sulagna SonicWall #XFD12 @SecurityBlvd buff.ly/4dWKGxa

From defining project scope to achieving #scalability - IBMConsulting is leading clients through the journey. On this Six Five Media, Daniel Newman & $IBM Kelly Chambliss share their thoughts on @IBM 's approach in consulting projects.

🔥Six Five Media is at #CiscoPS24 in LA! Cisco Partners Patrick Moorhead and Daniel Newman are joined by Cisco's CPO Jeetu Patel to discuss the power of #AI, #security (#Hypershield), #networking, and how $CSCO is paving the way to thrive in the digital era. Tune in for

🔐What could “The New Tier 0” unlock for tiered storage? Six Five Media host David Nicholson (David Nicholson) and Hammerspace's Molly Presley discuss the announcement of The New Tier 0 storage and what it means for: - Unleashing the power of unused NVMe drives in GPU

🟡 DAILY RIP LIVE - OPENING BELL W/ SHAY BOLOOR & JORDAN LEE + DANIEL NEWMAN x.com/i/broadcasts/1…

🚨 New Data Alert! 🚨 62% of Enterprise Application Decision Makers prefer their applications to be delivered as part of a comprehensive single platform with point solutions to fill in gaps. Gain valuable insights from our latest research covering 150+ vendors. Download the full

✨ BIG NEWS! ✨ The Six Five just leveled up with a brand new, media-first website, designed to give you a deeper look at who we are and what we do! Discover our story and explore our revamped flagship podcast featuring Patrick Moorhead & Daniel Newman. 👇 Check it out:

Exciting news! We're thrilled to announce that Michael Dell 🇺🇸, Founder, Chairman, and CEO of Dell Technologies, will deliver the Show Opening Keynote for The Six Five Summit: AI Unleashed 2025. This fully virtual event, taking place June 16-19, is free to attend and will explore the

What yesterday’s Qualcomm, Meta, and Microsoft results may infer about what we will see today from Apple and Amazon. My call yesterday on Bloomberg TV 👇🏻 $AAPL $AMZN