@sixfivemedia Six Five Media

Six Five Media posts on YouTube about ai, stocks, business, ceo the most. They currently have [-------] followers and [----] posts still getting attention that total [------] engagements in the last [--] hours.

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Social Influence

Social category influence technology brands stocks finance social networks countries events automotive brands travel destinations celebrities cryptocurrencies

Social topic influence ai #6419, stocks, business, ceo #4185, investment, more than, ibm #29, market, dell, twitter

Top accounts mentioned or mentioned by @drilldownpod @patrickmoorhead @danielnewmanuv @ibm @cisco @elastic @crowdstrike @qualcomm @snowflakeinc @hpe @workday @zoom @dell @oracle @c3ai @salesforce @vertiv @smartsheet @broadcom @intel

Top assets mentioned IBM (IBM) Dell Technologies, Inc. (DELL) Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) GlobalFoundries (GFS) QUALCOMM, Inc. (QCOM) ServiceNow Inc (NOW) Mainframe (MFT) Nokia Corporation (NOK) Tesla, Inc. (TSLA) NVIDIA Corp. (NVDA) Salesforce Inc (CRM) Crowdstrike Holdings Inc (CRWD) IonQ, Inc. (IONQ) Smartsheet Inc. (SMAR) intel (INTEL)

Top Social Posts

Top posts by engagements in the last [--] hours

"The View from Davos with Celonis Chief Trust Officer Vanessa Candela AI ambition is easy to talk about but making AI reliable inside real enterprises is much harder. From Davos Patrick Moorhead is with Vanessa Candela Chief Trust Officer at Celonis to talk about why trust process intelligence and clean enterprise data now sit at the center of AI progress. As generative AI spreads across regulated industries and public-sector environments the risks of layering AI on top of broken processes are becoming impossible to ignore. Rather than treating AI as a standalone capability Vanessa explains"
YouTube Link 2026-01-22T20:00Z 110K followers, 19.3K engagements

"EP 292: Capital Flood AI Disruption and the Real Risks Ahead AI isnt just disrupting workflows its forcing a reckoning on jobs regulation and the pace of tech change. On The Six Five Pod Ep. [---] the team breaks down why Anthropic just put $20M behind U.S. candidates supporting AI regulation and what Dario Amodei sees coming as AI diffuses faster than any tech wave before it. Watch the full episode to hear more about the economic reality that's colliding with exponential adoption"
YouTube Link 2026-02-17T18:00Z 110K followers, [----] engagements

"Is vibe coding dead Or just growing up For Six Five On AI Jason Andersen of Moor Insights & Strategy breaks down whats really happening: vibe coding is giving way to spec-based development where agents help design apps generate tests and prep deployments before you write code. With Amazon Web Services Google and IBM all moving in the same direction this is no longer a point experiment. It signals a shift toward enterprise-ready team-scale workflows"
YouTube Link 2026-02-13T21:10Z 110K followers, 12.3K engagements

"Intel Foundry: Why TSMC Customers Are Talking Behind the semiconductor supply chain rumors. 💰 On the latest Six Five Pod Daniel Newman and Patrick Moorhead issued a strong warning: much of the "news" you read about chip partnerships is actually investment bankers and investors leaking information to "pump and dump" stocks. Patrick confirms that every one of TSMC's largest customers has talked with Intel Foundrybut that's just normal business due diligence. Tune in for the full analysis on how to spot the market manipulation: https://youtu.be/ngVqNSmLNN0"
YouTube Link 2025-10-06T19:51Z 110K followers, 42.5K engagements

"The Flip Is AI About to Upend White-Collar Work AI looks inevitable on slides reality is messier. On the latest Flip segment of The Six Five Pod Ep. [---] Daniel Newman and Patrick Moorhead react to last week's viral essay by Matt Shumer and break down one of the biggest questions in tech right now: Will AI upend most jobs in the next few years or are we wildly underestimating how hard real-world deployment actually is From agent-driven marketing teams to regulated industries hitting the brakes we look at capability vs. rollout and why society may be underprepared for the speed of disruption"
YouTube Link 2026-02-17T20:00Z 110K followers, [---] engagements

"Trust in enterprise AI isnt the same as trust in consumer AI In the enterprise AI operates inside regulated workflows sensitive data environments and real accountability structures. Hallucinations and model errors are part of the risk. The bigger issue is foundational discipline. AI is only as reliable as the data and processes beneath it. Layering advanced models on top of fragmented data or unclear workflows leads to predictable outcomes: garbage in garbage out. From Davos Vanessa Candela of Celonis explains why scalable enterprise AI depends on clean data process intelligence and"
YouTube Link 2026-02-12T17:30Z 110K followers, 12.2K engagements

"The Google & Anthropic TPU Deal Changes Everything Google's TPU is officially in the external AI race 🤯 On this week's Six Five Pod (ep. 282) Patrick Moorhead and Daniel Newman broke down the monumental $10 billion deal between Google and Anthropic. Daniel shared his "I told you so" moment noting that Google is now commercializing its custom TPU (Tensor Processing Unit) for major external clients. They discuss how Anthropic the number two to OpenAI is likely securing a massive 30-50% discount on compute signaling a major shift in the AI infrastructure wars. Watch the full episode here:"
YouTube Link 2025-10-27T17:45Z 110K followers, 40.4K engagements

"Winning with AI starts with mindset not models AI failures arent a tech problem theyre a culture problem. From Davos IBM's Rob Thomas tells Patrick Moorhead why most enterprise AI stalls out: lack of courage to disrupt processes change how work gets done and lead real change management. Blaming AI for mistakes misses the point humans get it wrong too. Watch the full conversation to see why culture is the real unlock for AI outcomes:"
YouTube Link 2026-02-13T19:02Z 110K followers, 27.6K engagements

"Nokia and Kyndryl Tie-up - Episode [---] - Six Five Podcast Nokia and Kyndryl Tie-up https://www.nokia.com/about-us/news/releases/2023/02/14/nokia-and-kyndryl-expand-global-network-and-edge-computing-alliance/ https://futurumresearch.com/research-notes/kyndryl-and-nokia-extend-and-expand-their-global-network-and-edge-computing-partnership/ 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"
YouTube Link 2023-02-17T19:40Z 110K followers, 20.1K engagements

"Quantum isnt replacing compute its expanding it From Davos Niccol De Masi CEO of IonQ explains why QPUs are the next leg of the journey from CPU GPU quantum and why deterministic quantum algorithms make regulators far more comfortable than probabilistic AI. Watch the full conversation to see how quantum is moving from promise to platform"
YouTube Link 2026-02-17T19:00Z 110K followers, [----] engagements

"The View from Davos with Wedbushs Daniel Ives AI adoption is broadening use cases are becoming more physical and the path for technology-led growth is long. From Davos Daniel Newman catches up with Daniel Ives Managing Director and Global Head of Technology Research at Wedbush Securities to take the pulse of a market moving into the next phase of the AI cycle. Set against geopolitics policy debates and global competition the conversation looks past the headlines to what is actually changing. Ives explains why the AI narrative is moving toward enterprise software modernization and ROI and why"
YouTube Link 2026-01-23T21:00Z 110K followers, [--] engagements

"Inside the Memory Tech Powering Todays AI and HPC Workloads 00:00:00 - Introduction to SC25 and Guest Introduction 00:00:30 - Overview of High Bandwidth Memory (HBM) 00:01:16 - Evolving AI Workloads and Performance Demands 00:02:43 - Memory Types and Their Trade-offs 00:05:30 - Understanding Memory Bound vs. Capacity Bound 00:08:55 - Tiering in Memory Architecture 00:10:28 - Composable and Modular Infrastructure in HPC and AI 00:12:56 - Introduction to CXL (Compute Express Link) 00:14:23 - CXL's Role in Memory Aggregation and AI Workloads 00:16:48 - Benchmarking and Performance Metrics"
YouTube Link 2026-01-30T21:00Z 110K followers, 23.3K engagements

"Data Decides Who Will Win at Enterprise AI The companies that will win with AI start with business outcomes first and use data as a strategic differentiator. The ones that struggle They chase being an AI company without a plan. At Lenovo Tech World Vlad Rozanovich called out a hard truth many CIOs learned the expensive way: building your own LLM sounds ambitiousuntil the cost complexity and talent demands hit reality. If youre serious about turning data into competitive advantage (not just AI theater) Watch the full video from Lenovo Tech World to hear how leading enterprises are reframing"
YouTube Link 2026-02-06T19:13Z 110K followers, 17.8K engagements

"AI outcomes dont come from tech alone They come from translating capability into business value. Ep. [--] of The Main Scoop guest Brent Foster breaks it down: clear goals + outcome models + real-world implementation = how to turn abstraction into advantage. Watch the full episode to see how leading teams are connecting AI to measurable impact"
YouTube Link 2026-02-09T20:01Z 110K followers, 10.6K engagements

"AI infrastructure isnt just about speeds and feeds ts about building systems that deliver value today and stay adaptable as AI evolves. At Six Five Medias Decode Summit: Next-Gen AI Infrastructure leaders from Lenovo Hewlett-Packard Enterprise Microsoft Marvell Technology and Future Tech break down what it really takes to make AI in production a reality from accelerated data-center-scale compute to open ecosystems and enterprise-ready AI. Watch all the sessions to see how enterprises are operationalizing AI across HPC connectivity and the modern data center"
YouTube Link 2026-02-09T22:30Z 110K followers, 13.5K engagements

"AI doesnt replace SaaS it accelerates it And in regulated environments governance sets the ceiling for AI adoption. From Davos Mike Rost of Workiva joins Daniel Newman to break down why enterprise AI isnt about one-button autonomy. In zero-error domains speed without control creates risk and customers are prioritizing productivity tools that augment judgment over fully autonomous systems. The mission is simple: meet teams where they are and help them move faster with deterministic trusted workflows"
YouTube Link 2026-02-13T22:00Z 110K followers, 11.9K engagements

"Winning isnt about predicting the future. Its about adapting faster than it unfolds. On The Main Scoop Brent Foster of TD Bank joins Daniel Newman and Greg Lotko to unpack what actually drives durable business outcomes from customer-backward thinking to building teams that adapt as fast as conditions change. The takeaway is simple but demanding. Organizations that cultivate learning agility and customer obsession dont just keep up. They compound advantage over time"
YouTube Link 2026-02-05T17:28Z 110K followers, 19.2K engagements

"Why are traditional digital sovereignty models cracking under the realities of AI AI sovereignty isnt just about where data lives anymore. Its about where AI is trained processed and inferenced. 🌍🤖 Analyst Jason Andersen breaks down why traditional digital sovereignty models are cracking under the realities of AI driven by three pressures CIOs cant ignore: [--]. The dynamic nature of AI inference [--]. The rising cost of compliance and audits [--]. Fragmented siloed sovereignty solutions He also highlights IBMs new Sovereign Core approach. Designed for hybrid environments and built to enforce"
YouTube Link 2026-01-29T04:33Z 110K followers, 24.6K engagements

"The View From Davos with IBM's Rob Thomas on Turning AI Spend Into Real Enterprise Value 00:01:06 IBM's Role in AI and Government 00:02:03 Extracting Value from AI 00:02:44 Challenges in AI Adoption 00:04:24 Cultural Shifts for AI Success 00:06:24 Starting with Boring Tasks 00:08:07 Defining Use Cases and Metrics 00:10:12 The Role of Chief AI Officer 00:11:36 Advice for Large Companies on AI 00:14:03 Future of Software Development and AI The AI ROI gap isnt between ambition and technology. Its between ambition and execution. From Davos Patrick Moorhead and Daniel Newman are with IBMs Rob"
YouTube Link 2026-01-27T22:00Z 110K followers, 22.2K engagements

"Data isnt a line item that companies can negotiate away At Lenovo Tech World Vlad Rozanovich called out a hard truth many enterprises are facing as they re-architect for AI: budgets get tight & tradeoffs get tempting but data sovereignty and security are non-negotiable. Once your data is compromised the business impact is immediate and severe"
YouTube Link 2026-02-10T20:00Z 110K followers, 17.1K engagements

"The View from Davos - AI Moves From Conversation to Execution 00:01:10 The AI Moment at Davos 00:02:34 AI Monetization and Enterprise Transformation 00:03:37 From Pilots to Execution: Fail Fast and Improve 00:04:55 Why This AI Cycle Is Not the [----] Bubble 00:05:56 The Future of Work and Human Augmentation 00:06:24 AI as a Collaborative Ecosystem 00:07:08 Edge AI and the Next Phase of Adoption AI is no longer theoretical. Conversations outside of the [----] WEF in Davos focused decisively on what it takes to deploy operate and scale AI in the real world. Patrick Moorhead and Daniel Newman spent"
YouTube Link 2026-01-27T21:39Z 110K followers, 19.8K engagements

"Geopolitics is changing how we think about AI and situational awareness is becoming mission-critical. From Davos Qualcomms Nakul Duggal explains why camera AI and video AI are moving to the edge: organizations want to see what AI sees and translate that into real-world safety protecting assets infrastructure and people. Watch the full conversation to see how edge AI is reshaping safety and infrastructure and enabling real-time decision-making in the physical world"
YouTube Link 2026-02-17T21:02Z 110K followers, [---] engagements

"For the first time in [--] years the U.S. is ahead of China in tech Wedbush's Daniel Ives chats with Daniel Newman in Davos about the next phase of AI monetization. Every conversation points to real momentum across players like NVIDIA Palantir Microsoft and Google with geopolitics rare earths and semiconductors now directly shaping the AI race. Watch the full conversation to see why AI is becoming both an economic and strategic advantage"
YouTube Link 2026-02-13T20:00Z 110K followers, 11.8K engagements

"Reinventing Silicon for the AI Era: Marvells Vision for Compute & Connectivity 00:00:00 - Introduction to Analyst Day [----] 00:00:20 - The Rise of AI and Infrastructure 00:01:00 - Importance of Connectivity in Data Infrastructure 00:02:29 - Macro Trends in Data Center Scale Computing 00:03:38 - Strategic Pillars of Connectivity 00:04:40 - Innovations in Scale-Up and Scale-Out Technologies 00:06:26 - Growth Opportunities in the Market 00:07:29 - Acquisition of Celestial AI 00:09:40 - The Role of Copper and CPO in Connectivity 00:11:00 - Reliability and Cost Considerations for CPO 00:14:10 -"
YouTube Link 2025-12-12T00:30Z 110K followers, 13.6K engagements

"AI inferencing at scale isnt optional when downtime costs real money At Lenovo Tech World Anwar Ghuloum explains why hybrid AIrunning intelligence locally at the edge and on the factory flooris mission-critical for fast defect detection resilience and real-time operations. Watch the full video to see how enterprises overcome AI bottlenecks and scale inference where it matters most"
YouTube Link 2026-02-09T19:45Z 110K followers, 23.6K engagements

"AWS didnt ship trust. It made products earn it. VP of Agentic AI Swami Sivasubramanian explains how a lab idea became a real platform only after 100K Amazonians used it daily. Built for business users shaped by agents with identityand kept internal until it proved indispensable"
YouTube Link 2026-02-05T17:23Z 110K followers, 19K engagements

"The Main Scoop Ep. 39: Fostering Learning Agility and Curiosity - How to Empower Todays Developers 00:00:00 - Welcome to The Main Scoop 00:01:00 - Classic Cars and Mainframes 00:02:25 - Introducing Brent Foster Welcoming Brent Foster VP at TD Bank and his role in software engineering. 00:03:05 - Developer Experience at TD Bank Brent discusses the importance of developer happiness and productivity. 00:04:23 - Balancing Speed and Quality Exploring the challenges of maintaining speed while ensuring reliability in critical workloads. 00:06:39 - Harnessing Technology for Success Brent shares"
YouTube Link 2026-01-23T16:01Z 110K followers, 33.1K engagements

"Innovation to Product: How AWS Goes from Science to Service 00:00:00 - Introduction to AWS reInvent [----] and Agentic AI 00:01:00 - Swami's Role and Experience in AI 00:02:00 - The Innovation Cycle at AWS 00:03:30 - The Concept Behind QuickSuite 00:05:00 - Prototyping and Rapid Development 00:07:00 - Internal Testing and Customer Feedback 00:08:30 - Transforming Work with QuickSuite 00:09:30 - Evaluating Ideas and Innovation Challenges 00:10:30 - The Importance of Customer-Centric Problem Solving 00:15:00 - Balancing Short-Term and Long-Term Investments 00:18:00 - Pride in Innovation: A"
YouTube Link 2026-01-23T23:00Z 110K followers, 24.2K engagements

"Boring Is Beautiful: How IBMs Rob Thomas Says AI Should Actually Be Deployed Start with the boring work. Thats where AI wins. From Davos IBMs Rob Thomas explains why most enterprises miss AI ROI by chasing headlines instead of operational leverage. The biggest returns arent coming from moonshots or flashy demos. Theyre coming from repetitive high-volume workflows inside customer support HR supply chain finance and IT operations. Reduce cost. Shrink cycle times. Build confidence. Then scale. AI isnt a revenue button. Its a productivity engine. If organizations want real impact the focus should"
YouTube Link 2026-02-12T21:30Z 110K followers, 14K engagements

"The View from Davos with Workivas Mike Rost 00:01:21 AIs shift from literacy to fluency 00:02:10 The AI eats SaaS narrative under scrutiny 00:02:44 Why trusted investor-grade data matters 00:03:22 Vibe coding versus enterprise accountability 00:04:13 AI as an accelerator not a replacement 00:04:31 Governance human-in-the-loop and risk 00:05:24 Deterministic systems in zero-error industries 00:05:42 Productivity gains without autonomy overload From Davos Six Five Media examines how AI is reshaping enterprise software through the lens of trust governance and execution. Daniel Newman is with"
YouTube Link 2026-01-21T21:20Z 110K followers, 22K engagements

"The View from Davos with Qualcomms Nakul Duggal 00:01:09 Why Edge AI Matters at Global Scale 00:02:31 Nikuls Impressions of Davos 00:03:24 The Evolution of Edge Technology 00:05:28 Qualcomms Growth in Automotive and Industrial Sectors 00:06:17 Recent Announcements and Innovations 00:10:23 Qualcomms Competitive Edge in Robotics 00:13:29 Looking Ahead to 2026: Strategy and Focus Areas Edge AI Physical Intelligence and the Path to Scalable Automation AI conversations at Davos often start in the data center. This one doesnt stay there. From Davos Daniel Newman and Patrick Moorhead sit down with"
YouTube Link 2026-01-26T23:00Z 110K followers, 26.8K engagements

"5G Factor Video Research Note: Orange Vodafone T-Mobile & Telefonica Lead 5G Sustainability In this vignette of The 5G Factor Ron Westfall and Steven Dickens explore they find that Vodafone Orange T-Mobile and Telefonica are excelling at advancing the 5G sustainability cause in key areas such as carbon emissions reduction inclusive economic development and using renewable sources. The discussion focused on: Top CSPs in Advancing 5G Sustainability. We examine why we find that Vodafone Orange T-Mobile and Telefonica are excelling at advancing the 5G sustainability cause. For example since 2020"
YouTube Link 2023-08-29T16:52Z 110K followers, 26.2K engagements

"Why Enterprises Are [---] Years Behind on Quantum Security Quantum is already reshaping the competitive landscape. From Davos Niccolo De Masi joins Patrick Moorhead to outline IonQs bold thesis: winning compute is only half the story. The real race is quantum security and networking. With "Q-Day" accelerating governments and enterprises are already [---] years behind on security investment. Watch the full conversation to hear why quantum leadership now is about performance and protection"
YouTube Link 2026-02-11T19:30Z 110K followers, 11.7K engagements

"Garbage prompts in = Garbage out AI outcomes arent magic they come down to how well you frame the problem. On The Main Scoop Ep. [--] Brent Foster (TD Bank Group) joins Daniel Newman (Futurum) and Greg Lotko (Broadcom) to break down why better prompts = better outcomes and how prompt libraries turn individual wins into team-wide advantage. Watch the full episode to see how leading teams operationalize this shift"
YouTube Link 2026-02-06T19:18Z 110K followers, 17.7K engagements

"Why is 5G Still the Missing Link to Industrial AI Industrial AI will not scale on cloud ambition alone. Ericssons Niklas Heuveldop and sa Tamsons joined Patrick Moorhead and Daniel Newman for The View from Davos to discuss why enterprise transformation requires more than models. It requires connectivity that can support sensors robotics autonomous systems and real-time operations. 4G transformed consumers. 5G was built for industry. Yet large-scale transformation remains uneven. AI at the edge only works when connectivity compute and execution align. The stack has to work end-to-end"
YouTube Link 2026-02-12T20:30Z 110K followers, 15.1K engagements

"The View from Davos with MBZUAIs Eric Xing 00:01:00 Understanding World Models vs. Language Models 00:02:30 Applications of World Models in Robotics and Gaming 00:04:00 The Need for Physical Intelligence 00:07:00 The Role of Universities in AI Research 00:09:00 Open Models and Collaboration in AI 00:10:30 Balancing Speed and Safety in AI Development 00:12:00 The Importance of Learning How to Learn 00:14:00 Preparing Students for a Changing World As AI research pushes beyond pattern recognition foundational questions are resurfacing about what progress should actually look like. Growth for"
YouTube Link 2026-01-24T00:00Z 110K followers, 45.7K engagements

"HPC and AI have converged Supercomputing [----] From Supercomputing [----] in St. Louis this moment captures how AI is reshaping simulation inference is becoming the next major wave and infrastructure is being pushed to its limits. Networking memory power and cooling now decide what scales. Air cooling is done. Liquid cooling is essential. And flexible workload-specific systems are replacing one-size-fits-all designs. This is HPC 2.0built for AI at scale"
YouTube Link 2026-02-05T23:28Z 110K followers, 13.2K engagements

"How Enterprises Are Turning AI Into Productivity at Scale Lenovo Tech World [----] From the Sphere in Vegas the Six Five team went inside Lenovo Tech World at CES [----] to show what enterprise AI looks like in the real world. Not just models but deployment. The shift is clear: frontier AI is moving to real inference. Hybrid strategy is becoming the default. Infrastructure paired with solid execution beats hype. Teams are seeing up to 50% productivity gains. And every function from sales to supply chain is being reworked by AI. Check out all the coverage to see how businesses can effectively"
YouTube Link 2026-02-04T20:30Z 110K followers, [----] engagements

"Modern Private Cloud: Balancing Operational Agility with Data Sovereignty 00:00:20 - Rising Importance of Sovereignty in Cloud Strategy 00:01:47 - Understanding Sovereignty: Customer Perspectives 00:04:15 - VMware Cloud Foundation: A Game Changer 00:07:15 - The Hyperlocal Model and Its Benefits 00:09:48 - Future of Sovereign Cloud and Ecosystem Evolution 00:12:06 - Cloud Repatriation: Trends and Insights AI is forcing a hard reset on cloud strategy in Europe. Sovereignty locality and private cloud are no longer edge casestheyre becoming core to how enterprises scale AI without new"
YouTube Link 2026-01-27T20:00Z 110K followers, 29.3K engagements

"The Flip Are AI Agents Enterprise-Ready The Agentic Era is here but workflows data and organizational readiness remain key issues for enterprises. This week on The Flip Daniel Newman and Patrick Moorhead tackle the question of whether or not AI agents are enterprise-ready. They break down real ROI vs. reliability gaps governance friction and why agents do best when they sit on top of existing software. Tune in to hear both sides and drop your opinions in the comments"
YouTube Link 2026-02-11T23:31Z 110K followers, [----] engagements

"The Six Five Pod EP 292: Capital Flood AI Disruption and the Real Risks Ahead $650B in AI capex. Anthropic at stratospheric valuations. Alphabet issuing 100-year bonds. On Ep. [---] of The Six Five Pod @PatrickMoorhead and @danielnewmanUV break down the latest wave of AI spending and what it means for white-collar jobs. 00:02:11 The Decode AI Capital Acceleration and Market Context 04:32 The Decode $650B in AI CapEx: Bubble or Survival Strategy 08:57 The Decode Semiconductor Spend to $1 Trillion & the Power Constraint 11:12 The Decode Anthropics $350B Valuation & Enterprise AI Positioning 14:18"
YouTube Link 2026-02-16T15:30Z 110K followers, [----] engagements

"Snowflake CEO On Turning Human Workflows Into Enterprise Outcomes AI outcomes arent magic they come from turning human workflows into repeatable agent skills. From Davos Snowflake CEO Sridhar Ramaswamy explains why the real unlock is moving from app-to-app busywork to becoming the conductor of coding agents capturing patterns once then reusing them at scale. Watch the full conversation to see how agentic workflows turn individual wins into enterprise outcomes"
YouTube Link 2026-02-13T21:00Z 110K followers, 13.4K engagements

"HPE Shows that Networking is the Backbone of Successful AI HPE Barcelona Discover [----] HPE Discover Barcelona [----] underscored the shift from AI ambition to enterprise reality. Leaders werent talking about models they were talking about deployment: why networking now matters as much as GPUs why hybrid cloud is inevitable how teams move from pilots to production and why data maturity automation and governance decide success. The takeaway Customers are done experimenting for experiments sake. Its all about real use cases real infrastructure and real ROI"
YouTube Link 2026-02-06T22:51Z 110K followers, [----] engagements

"AI Is Reshaping the SDLC: Coding Agents Security and Enterprise Scale Conversations have shifted from what AI is to how to deploy it responsibly securely and at scale. From Davos Anand Swaminathan EVP at Infosys joins Patrick Moorhead to discuss this shift and how coding agents are reshaping the SDLC. ROI conversations are replacing experimentation. Sovereign AI is moving from theory to implementation. And enterprise security and resilience are now non-negotiable. As AI moves deeper into regulated industries and national infrastructure success will depend on combining domain expertise"
YouTube Link 2026-02-12T19:30Z 110K followers, 11K engagements

"The Six Five Pod EP 291: Davos to Abu Dhabi - Inference Codex & the So-Called SaaSpocalypse 00:00:00 - Intro: Travel Adventures UAE and Beyond 00:03:03 - Davos Recap and Market Whirlwind (The Decode) 00:05:05 - AI and Chip Developments (The Decode) 00:05:16 - Microsoft's Maia [---] AI Chip (The Decode) 00:08:33 - NVIDIA's Investment in CoreWeave (The Decode) 00:13:25 - OpenAI Codex [---] Announcement (The Decode) 00:18:05 - SaaS Market Dynamics and AI Impact (The Decode) 00:22:47 - Cisco AI Summit Highlights (The Decode) 00:26:37 - Debate: Are AI Agents Ready for the Enterprise (The Flip)"
YouTube Link 2026-02-10T17:34Z 110K followers, 21.5K engagements

"The View from Davos with HPE CEO Antonio Neri AI progress is real. Scaling it responsibly is the true stress test. From Davos Patrick Moorhead and Daniel Newman sit down with Hewlett-Packard Enterprise President and CEO Antonio Neri to examine how enterprises are navigating the next phase of AI. As momentum shifts from experimentation to deployment the conversation centers on where AI should run how risk is created by over-concentration and why distributed architectures are becoming essential to resilience and competitiveness. Rather than framing sovereignty and global scale as opposing"
YouTube Link 2026-01-28T21:30Z 110K followers, 15.7K engagements

"Do happy devs build better products On Ep. [--] of The Main Scoop guest Brent Foster joins Broadcom's Greg Lotko and Daniel Newman to break down why learning agility starts with developer experienceand why simplicity is a competitive advantage. When teams can stay in a state of flow minimize context switching and work with tools that are better faster and simpler value creation accelerates naturally. Productivity follows happiness. Customer experience follows developer experience. Catch the full episode to explore how fostering flow can unlock learning velocity and real outcomes:"
YouTube Link 2026-02-02T23:00Z 110K followers, 16.3K engagements

"Ep. [---] AI Agents in the Enterprise Big Tech Earnings & the Future of SaaS The Six Five Pod is back with Episode [---] as Patrick Moorhead and Daniel Newman dive into the whirlwind of tech developments shaping the market right now from inference chips and AI coding tools to cloud earnings and the SaaSpocalypse panic. Takeaways you wont want to miss: 🔹 AI Agents in the Enterprise: Identifying whats real versus premature. While reliability security and governance remain challenges the upside is clear: teams already deploying agents are seeing real ROI. The biggest blocker isnt the tech its"
YouTube Link 2026-02-10T20:36Z 110K followers, 21.5K engagements

"Real AI research isn't just about expanding models Every AI breakthrough should expand human capability not just set new benchmarks. From Davos Patrick Moorhead and Eric Xing unpack what comes after pattern recognitionand why growth for growths sake is no longer a sufficient answer. Watch the full conversation from Davos to hear how foundational AI research is reframing what real progress looks like for society"
YouTube Link 2026-02-06T19:16Z 110K followers, 12.3K engagements

"Snowflake is reframing the user side of AI Snowflake is moving AI from the back office to the business user. Jason Andersen from Moor Insights & Strategy breaks down why Snowflakes new Snowflake Intelligence platform matters: natural-language dashboards for everyday users paired with Cortex tools that let data scientists build agents once then scale them across the organization. This isnt just analytics. Its turning data teams into force multipliers and giving business users real self-service AI"
YouTube Link 2026-02-13T21:14Z 110K followers, 13.9K engagements

"From AI Literacy to AI Fluency: Why Software Is Entering a New Inflection Point AI literacy was the starting line. AI fluency is the new requirement. From Davos Mike Rost Chief Strategy Officer at Workiva joins Daniel Newman to discuss why software is at a true inflection point. The conversation is shifting from understanding AI to operationalizing it inside real business processes. For companies like Workiva this shift is practical. Customers are no longer asking whether AI matters. They are asking how to integrate it responsibly securely and at scale. The next phase of AI in software is not"
YouTube Link 2026-02-12T18:31Z 110K followers, 16.8K engagements

"Fix Your Data Pipelines to Unlock AI Performance As AI moves from experimentation to scaled inferencing enterprises that fix their data pipelines will unlock performance. Those that dont Theyll keep blaming the model. At Lenovo Tech World Anwar Ghuloum unpacks a critical shift in AI: todays models already have massive context windows and incredible capability. The real differentiator Feeding them the right contextual data. Even smaller distilled models can deliver breakthrough results if your architecture is designed to surface secure and serve the right data at the right time. Watch the full"
YouTube Link 2026-02-11T18:31Z 110K followers, 12.1K engagements

"Should we think of AI agents like documents not applications 👀 Analyst Jason Andersen (Moor Insights & Strategy) shares a sharp insight from a conversation with the head of Office [---] & Copilot: the most successful orgs treat agents as dynamic documents moving through workflows generating audit trails and evolving over time. ⚠ The upside: faster adoption less IT friction. ⚖ The reality: documents are discoverable and legally relevantso governance still matters. enterprise ai microsoft copilot office [---] enterprise ai microsoft copilot office 365"
YouTube Link 2026-01-29T04:45Z 110K followers, 28.8K engagements

"Micron Tech Q2 FY24 Earnings - Episode [---] - Six Five Podcast Micron Tech Q2 FY24 Earnings https://twitter.com/danielnewmanUV/status/1770554006244659331 https://investors.micron.com/news-releases/news-release-details/micron-technology-inc-reports-results-second-quarter-fiscal-2024 https://twitter.com/patrickmoorhead/status/1742377962450653612s=12&t=YiEHo6jc4-PozRf_efr9PA 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"
YouTube Link 2024-03-22T17:25Z 110K followers, 39.7K engagements

"Drill Down Earnings Shorts Ep. 165: Western Digital Q2 earnings essentials ($WDC) Breaking Down Western Digital's Q2 Earnings: Revenue Surges to $3.76B but Will it Satisfy Wall Street Instant analysis of Western Digital ($WDC) Q2 earnings as we hear from CEO David Goeckeler. More than beat or miss the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv @WD_Corporation #earnings $WDC #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductorstocks #stocks #trading"
YouTube Link 2024-07-31T21:51Z 110K followers, [---] engagements

"Building a New Generation of Networks with HPE & Juniper - Six Five On The Road 00:00:00 - Introduction and AI Avatar Discussion 00:01:27 - Unifying AIOps: Combining Juniper Mist and Aruba Central 00:03:06 - Cross-Pollination of Hardware and Software 00:03:52 - Rapid Progress Post-Merger 00:04:24 - Technological Innovations with Helios Rack and AMD 00:06:30 - Focus Areas: Campus Branch Data Center Routing Security 00:07:05 - Excitement in Networking Innovations 00:09:18 - Complementarity of Juniper and HPE Aruba Solutions 00:10:05 - Next Steps in Integration and Sales Strategy 00:11:29 -"
YouTube Link 2025-12-09T19:30Z 110K followers, 24.5K engagements

"DDE Shorts: A quick look at Workday ($WDAY) and its fourth quarter earnings report A rapid-fire insightful look at the breaking earnings from Workday ($WDAY). Its the business story behind these earnings and some insight into the thinking of CEO Carl Eschenbach. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than beat or miss its the business stories behind stocks on the move. The Drill Down Earnings is a production of Six Five Media and Futurum"
YouTube Link 2024-02-27T02:16Z 110K followers, [---] engagements

"Quantinuum InQuanto - Episode [---] - Six Five Podcast Quantinuum InQuanto https://www.forbes.com/sites/moorinsights/2022/06/08/quantinuum-announces-inquanto--an-advanced-computational-chemistry-platform-for-quantum-computers/ 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"
YouTube Link 2022-06-10T16:39Z 110K followers, [----] engagements

"Drill Down Earnings Shorts Ep. 196: Palo Alto Networks Q4 earnings essentials ($PANW) Palo Alto Networks Q4 Earnings: Key Insights Revealed. Instant analysis of Palo Alto Networks ($PANW) Q4 earnings as we hear from CEO Nikesh Arora. More than beat or miss the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv @paloaltonetworks #paloaltonetworks #earnings $PANW #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business @DrillDownPod"
YouTube Link 2024-08-20T01:37Z 110K followers, [----] engagements

"Palo Alto Networks on AI-Powered Cybersecurity - Six Five Summit 0:00 Intro - Six Five Medias Summit: AI Unleashed 0:20 AI convergence and cybersecurity spotlight 1:35 Technological inflection point and AI investment 3:28 Palo Alto Networks' AI security strategy 6:58 The future of cybersecurity platforms 11:27 Balancing customer needs and technology trends 14:29 Shift from best-of-breed to integrated platforms 17:25 Competition from cloud providers in security 19:42 Navigating economic uncertainty in tech investment As AI continues to drive new trends in cybersecurity what does the future of"
YouTube Link 2025-07-11T20:45Z 110K followers, [----] engagements

"Drill Down Earnings Ep. 196: Palo Alto Networks Q4 earnings essentials ($PANW) Instant analysis of Palo Alto Networks ($PANW) Q4 earnings as we hear from CEO Nikesh Arora. More than beat or miss the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv @paloaltonetworks #paloaltonetworks #earnings $PANW #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business @DrillDownPod"
YouTube Link 2024-08-20T01:31Z 110K followers, [----] engagements

"Making the Future of Work Work: How HP is Harnessing AI to Transform Employee Experiences On this episode of Six Five Media at HP Imagine hosts Daniel Newman and Patrick Moorhead are joined by HP's President and CEO Enrique Lores for a conversation on how HP is embracing artificial intelligence to reinvent employee experiences and make the future of work more adaptable and efficient. Their discussion covers: - The role of AI in transforming workplace collaboration and productivity. - HP's strategic initiatives towards developing AI-driven solutions for businesses. - Insights into HP's vision"
YouTube Link 2024-09-30T14:43Z 110K followers, [----] engagements

"Drill Down Earnings Shorts Ep. 73: A quick look at Vicor ($VICR) and its Q1 earnings report. A rapid-fire insightful look at breaking earnings from Vicor ($VICR) as we hear from CEO Patrizio Vinciarelli. More than beat or miss the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Vicor #Earnings @Vicor $VICR #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod"
YouTube Link 2024-04-24T01:55Z 110K followers, [---] engagements

"Drill Down Earnings Shorts Ep. 197: Analog Devices Q3 earnings essentials ($ADI) Analog Devices Q3 Results: Positive Inventory Shift. Instant analysis of Analog Devices ($ADI) Q3 earnings as we hear from CEO Vincent Roche. More than beat or miss the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv @analogdevicesinc #analogdevices #earnings $ADI #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business @DrillDownPod"
YouTube Link 2024-08-22T03:52Z 110K followers, [---] engagements

"Alibaba Big Split - Episode [---] - Six Five Podcast Alibaba Big Split https://www.msn.com/en-us/money/companies/alibaba-to-split-into-6-units-and-explore-ipos-shares-up-14-in-the-us/ar-AA19a6NF 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"
YouTube Link 2023-03-31T17:34Z 110K followers, 35.1K engagements

"Inside Pure Storages FlashBlade//EXA: Scaling AI Without Bottlenecks - Six Five In The Booth 00:00:00 - Introduction to the Podcast and Guest 00:01:01 - Setting the Stage for AI Workloads 00:02:52 - The Merging of HPC and AI 00:04:20 - Data Challenges in AI Workloads 00:06:28 - Evolving Storage Needs for AI 00:07:18 - MLPerf Benchmarking Insights 00:09:06 - Object Storage and AI Integration 00:10:50 - Partner Ecosystem and Customer Engagement 00:13:05 - Conclusion and Wrap-Up Can enterprise storage evolve fast enough to support the explosive growth of AI and HPC workloads From Supercomputing"
YouTube Link 2025-12-02T23:00Z 110K followers, 11.2K engagements

"DDE Shorts: A quick look at Intuit ($INTU) and its second fiscal quarter for [----] earnings report A rapid-fire insightful look at the breaking earnings from Intuit ($INTU). Its the business story behind these earnings and some insight into the thinking of CEO Sasan Goodarzi. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than beat or miss its the business stories behind stocks on the move. The Drill Down Earnings is a production of Six Five"
YouTube Link 2024-02-23T10:24Z 110K followers, [---] engagements

"Drill Down Earnings Shorts Ep. 195: Coherent Q4 earnings essentials ($COHR) Coherent Q4 Earnings: Key Insights on 10% Growth. Instant analysis of Coherent ($COHR) Q4 earnings as we hear from CEO Jim Anderson. More than beat or miss the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #coherent #earnings $COHR #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business @DrillDownPod"
YouTube Link 2024-08-15T23:11Z 110K followers, [---] engagements

"IBM Global Business Services Lands Major 5G Deals with Telefonica and DISH For this vignette of a recent episode of the Futurum Tech Webcast Part of the 5G Factor series analysts Ron Westfall and Shelly Kramer explore the collaboration of IBM Global Business Services with Telefonica to modernize Telefonicas 5G core network platform built with IBM Cloud Pak for Network Automation Red Hat OpenShift and Juniper Networks Apstra and QFX technology as well as DISH Networks selection of IBM to help automate what the company is touting as the United States first greenfield cloud-native 5G network."
YouTube Link 2021-10-14T14:08Z 110K followers, [----] engagements

"Navigating Market Changes: Aquisitions Oracle's Whiff Intel's New CEO 0:00 New format for the Six Five Pod 🎉 5:18 ServiceNow's major acquisition of Moveworks 11:14 Intel's new CEO: Lip-Bu Tan takes charge 17:42 TSMC's rumored joint venture in the U.S. 23:35 The Flip: Debating tariffs' potential impact on tech & the economy 30:29 Oracle's earnings miss amid the recent market meltdown 35:39 Adobe's record revenue but cautious guidance 40:10 Wrapping up: AI trade and recession risks Follow the hosts: https://x.com/PatrickMoorhead https://x.com/danielnewmanUV Follow on X:"
YouTube Link 2025-03-18T17:58Z 110K followers, [----] engagements

"Meta Goes Community Notes Eliminates Moderators - Episode [---] - Six Five Podcast 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 Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of"
YouTube Link 2025-01-10T17:19Z 110K followers, [--] engagements

"Balancing Performance and Efficiency Across Modern Workloads What will define the next generation of enterprise compute Explore the answers with industry analysts Daniel Newman and Patrick Moorhead at HPE Discover Las Vegas [----] They host a key conversation with Krista Satterthwaite Senior Vice President and General Manager Mainstream Compute at Hewlett Packard Enterprise. From silicon to software they dive into the latest advancements in the HPE ProLiant Gen12 server portfolio offering essential insights for IT leaders on everything from heightened security to optimized workloads and their"
YouTube Link 2025-06-26T01:35Z 110K followers, [----] engagements

"DDE Shorts: A quick look at Vicor ($VICR) and its fourth quarter earnings report. A rapid-fire insightful look at the breaking earnings from Vicor ($VICR). Its the business story behind these earnings and curious comments from CEO Patrizio Vinciarelli. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than beat or miss its the business stories behind stocks on the move. The Drill Down Earnings is a production of Six Five Media and Futurum Group a"
YouTube Link 2024-02-23T10:20Z 110K followers, [---] engagements

"Drill Down Earnings Ep. 55: A quick look at Zscaler ($ZS) and its fiscal Q3 earnings report A rapid-fire insightful look at the breaking earnings from Zscaler ($ZS). Its the business story behind these earnings and CEO Jay Chaudhry raises some eyebrows towards Palo Alto Networks ($PANW) . https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than beat or miss its the business stories behind stocks on the move. The Drill Down Earnings is a production of"
YouTube Link 2024-03-01T01:34Z 110K followers, 48.6K engagements

"Drill Down Earnings: A quick look at Vicor ($VICR) and its fourth quarter earnings report. A rapid-fire insightful look at the breaking earnings from Vicor ($VICR). Its the business story behind these earnings and curious comments from CEO Patrizio Vinciarelli. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than beat or miss its the business stories behind stocks on the move. The Drill Down Earnings is a production of Six Five Media and Futurum"
YouTube Link 2024-02-23T10:21Z 110K followers, 30.2K engagements

"The very latest as Fortinet (FTNT) reports fourth quarter earnings. Drill Down Earnings A detailed look at the breaking earnings from Fortinet (FTNT) with a look at the business story behind these earnings and some insight into the thinking of CEO Ken Xie. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than beat or miss its the business stories behind stocks on the move. The Drill Down Earnings is a production of Six Five Media and Futurum Group"
YouTube Link 2024-02-07T04:31Z 110K followers, [---] engagements

"Drill Down Earnings Ep. 112: Cisco Systems Fiscal Q3 earnings essentials ($CSCO) Instant analysis of Cisco Systems ($CSCO) Fiscal Q3 earnings as we hear from CEO Chuck Robbins. More than beat or miss the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #ciscosystems #earnings @Cisco $CSCO #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business @DrillDownPod"
YouTube Link 2024-05-15T23:28Z 110K followers, [----] engagements

"Drill Down Earnings Shorts Ep. 89: A quick look at PayPal ($PYPL) and its Q1 earnings report. A rapid-fire insightful look at breaking earnings from PayPal ($PYPL) as we hear from the companies new CEO Alex Chriss. More than beat or miss the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #paypal #earnings @PayPal $PYPL #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #businessnews @DrillDownPod"
YouTube Link 2024-04-30T19:14Z 110K followers, [---] engagements

"Drill Down Earnings Ep. 165: Western Digital Q2 earnings essentials ($WDC) Instant analysis of Western Digital ($WDC) Q2 earnings as we hear from CEO David Goeckeler. More than beat or miss the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv @WD_Corporation #westerndigital #earnings $WDC #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business @DrillDownPod"
YouTube Link 2024-07-31T22:19Z 110K followers, [----] engagements

"Coherent Q3 earnings essentials ($COHR). Drill Down Earnings Shorts Ep. [---] Instant analysis of Coherent ($COHR) Q3 earnings as we hear from Coherent EVP Datacom Transceivers Lee Xu on the triumph of 800Gbs optical transceivers. More than beat or miss the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #coherent #earnings @CoherentCorp $COHR #technology #lasers #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business @DrillDownPod"
YouTube Link 2024-05-07T19:54Z 110K followers, [---] engagements

"The View from Davos with Ciscos Jeetu Patel 00:01:18 Why AI scale now breaks at infrastructure not models 00:02:32 Power bandwidth and compute as limiting factors for AI growth 00:03:54 From scale-out to scale-across: the networking challenge for AI 00:05:10 How agentic AI changes security trust and system control 00:06:41 The data problem enterprises arent ready for 00:08:03 Turning machine data and observability into AI inputs 00:09:27 Why securing AI systems is fundamentally different from networks 00:10:48 Edge inferencing latency and where AI workloads must run 00:12:06 What enterprises"
YouTube Link 2026-01-22T20:30Z 110K followers, 19.5K engagements

"Andy Jassy Takes the Helm at Amazon - Episode [--] - Six Five Podcast Andy Jassy Takes the Helm at Amazon https://futurumresearch.com/research-notes/week-of-july-5-hot-takes-on-microsoft-amazon-and-google/ 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"
YouTube Link 2021-07-13T20:26Z 110K followers, [----] engagements

"Alienware Announces New Flagship Products at CES [----] - Six Five On The Road Area-51 Gaming PCs are Back 👽 Dell Technologies has showcased a ton of innovations at CES [----]. 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"
YouTube Link 2025-01-07T19:02Z 110K followers, 18.1K engagements

"The View from Davos with IonQs CEO Niccolo de Masi Quantum computing isnt sci-fi. It is a present-day security infrastructure and competitiveness issue. From Davos Patrick Moorhead sits down with Niccolo de Masi CEO of IonQ to break down how quantum computing is moving out of academic labs and into the center of geopolitical and enterprise strategy. As fault-tolerant systems advance timelines are compressing pushing quantum security from an abstract risk into an immediate priority for governments financial institutions and global enterprises. Niccolo walks through how IonQ is building beyond"
YouTube Link 2026-01-20T23:30Z 110K followers, [----] engagements

"Drill Down Earnings Shorts Ep. 169: Lam Research Q4 earnings essentials ($LRCX) Lam Research's Earnings Report: Key Takeaways Revealed Instant analysis of Lam Research ($LRCX) Q4 earnings as we hear from CEO Timothy Archer. More than beat or miss the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #earnings @LamResearchCorp $LRCX #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business @DrillDownPod"
YouTube Link 2024-08-01T00:44Z 110K followers, [---] engagements

"Are world models the next inflection point for AI From Davos Eric Xing shares why world models may matter more than endlessly scaling LLMs. Eric argues that true intelligence requires spatial reasoning emotion agentic behavior and ultimately curiosity and the ability to discover and generate new knowledge. That last piece Todays AI still doesnt have it. But were moving from pattern recognition toward systems that can reason about and act within the real world"
YouTube Link 2026-02-04T18:16Z 110K followers, 29.6K engagements

"The Agent Era Is Here. Is Your Security Strategy Ready AI agents are already driving cars delivering healthcare and replacing call centers but security hasnt caught up. From Davos Nadav Zafrir joins Daniel Newman to break down why enterprises must rethink cyber through three lenses: attacker advantage new AI-driven attack surfaces and using AI to defend all grounded in cyber by design. Watch the full conversation from Davos to see how leaders can prepare for the human + agent era"
YouTube Link 2026-02-11T17:30Z 110K followers, 12.3K engagements

"NOTAM Outage Blame Game - Episode [---] - Six Five Podcast NOTAM Outage Blame Game https://twitter.com/PatrickMoorhead/status/1613937512002772992s=20&t=sNxHkis08FN7oVz6ZNHKlw https://apnews.com/article/science-federal-aviation-administration-business-9e277db75130cc7e4d4b6c6a7bdaad7c 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"
YouTube Link 2023-01-18T16:31Z 110K followers, 17.7K engagements

"The View from Davos with Snowflake: From AI Ambition to Enterprise Impact 00:01:00 - Data Challenges in AI Progress 00:01:40 - Sridhars Goals at Davos 00:02:50 - Barriers to Scaling AI in Enterprises 00:04:30 - Data Silos and Collaboration Constraints 00:06:10 - Agentic AI and Context-Aware Systems 00:08:00 - Demonstrating ROI in Enterprise AI 00:10:30 - Governance Cost Controls and Consumption Models 00:14:30 - Rethinking Knowledge Work with Agents 00:17:30 - Prioritizing AI Initiatives Under Technical Debt From Davos Switzerland amidst the activity of the WEF Patrick Moorhead and Daniel"
YouTube Link 2026-01-28T21:30Z 110K followers, 22.1K engagements

"The View from Davos with Check Point CEO Nadav Zafrir 00:00:17 - The Significance of AI and Security 00:01:08 - Global Leaders' Commitment to AI 00:01:40 - The Urgency of Cybersecurity in AI Transformation 00:02:31 - Three Perspectives on AI Security 00:04:08 - Checkpoint's Philosophy on Security 00:05:30 - The Role of Guardian Agents in Cybersecurity AI is moving fast. Security has to move first. From Davos Daniel Newman sits down with Nadav Zafrir CEO of Check Point Software to examine why cybersecurity has become a foundational requirement for AI transformation not a downstream"
YouTube Link 2026-01-23T20:00Z 110K followers, [---] engagements

"Ep. 238: We are Live Talking Qualcomm Arm & Qualcomm SAP IBM ServiceNow NVIDIA 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 weeks edition of The 6-5. Im 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: 00:00 Intro 3:46 Qualcomm"
YouTube Link 2024-10-25T16:06Z 99.3K followers, [---] engagements

"Transforming the Print Experience - Six Five On The Road On this episode of our Six Five On The Road series from HP Imagine [----] Daniel Newman and Patrick Moorhead are joined by HP's Tuan Tran President of Imaging and Printing Solutions for a conversation on transforming the print experience with AI. Their discussion covers: HP's journey since unveiling their vision to use AI in transforming the printing process The biggest pain points in printing that AI aims to solve How AI fosters creativity beyond basic printing needs The role of print in the future of work enhancing collaboration and"
YouTube Link 2024-09-24T22:26Z 54.3K followers, [----] engagements

"The 5G Factor: Battle of the Billionaires; O-RAN Americas Advances; NEC Buys Aspire Technology In this episode of The 5G Factor a Futurum Tech Webcast series focused on news and happenings in the 5G and IoT ecosystem Im joined by my colleague and fellow analyst Ron Westfall. Our conversation today covered: Elon Musks Starlink turning on 5G protesting (this time) DISH Networks proposal to use the [--] GHz radio spectrum for a 5G cellular network. AT&T DISH Network and CableLabs are among the top U.S. companies and organizations that have stepped forward to handle the O-RAN Alliances activities"
YouTube Link 2022-07-14T20:47Z 90K followers, 19.4K engagements

"Ep 185: We are Live Talking Oracle Ampere Microsoft Intel Cisco Splunk HP and Apple 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 weeks edition of The 6-5. Im Patrick Moorhead with Moor Insights & Strategy co-host joined by Daniel Newman"
YouTube Link 2023-09-22T16:05Z 54.4K followers, 28.9K engagements

"Microsoft & BlackRock Sitting in a Tree - Episode [---] - Six Five Podcast Microsoft & BlackRock Sitting in a Tree https://news.microsoft.com/2024/09/17/blackrock-global-infrastructure-partners-microsoft-and-mgx-launch-new-ai-partnership-to-invest-in-data-centers-and-supporting-power-infrastructure/ https://www.cnbc.com/2024/09/17/microsoft-blackrock-form-gaiip-to-invest-in-ai-data-centers-energy.html https://x.com/PatrickMoorhead/status/1835826494331080785 https://www.thestreet.com/investing/stocks/microsoft-blackrock-and-nvidia-unite-for-30b-ai-power-play"
YouTube Link 2024-09-21T18:33Z 54.3K followers, [----] engagements

"The Intersection of Martech and PLG (Product-Led Growth) - Marketing Art & Science On this episode of Marketing Art and Science Host and CMO Advisor Lisa Martin is joined by SingleStore CMO Madhukar Kumar. Tune into this [--] min discussion as they explore the symbiotic value of a product-led growth (PLG) strategy on sales and marketing the dynamic blend of creativity and analytics in marketing at SingleStore and the influence of AI and emerging technologies on the customer experience. Their discussion covers: * Madhukar Kumar's career journey transitioning from a journalist to a developer to a"
YouTube Link 2024-06-20T15:00Z 54.4K followers, 17K engagements

"The Path to Zero: Intels Approach to Sustainable Semiconductor Manufacturing In this session Intels Chief Sustainability Officer Todd Brady will cover Intels approach to lowering its environmental footprint while expanding its operations to design and manufacture the technologies that power the digital world. Intel has set goals to power its facilities with 100% renewable electricity achieve net positive water and send zero waste to landfill by [----]. In addition the company is working to achieve net-zero greenhouse gases across its global operations by 2040"
YouTube Link 2023-06-28T18:22Z 83.1K followers, 30.8K engagements

"Cloud Repatriation AI Challenges and the Future of Enterprise Tech On this episode of the Six Five Webcast - Infrastructure Matters hosts Camberley Bates Keith Townsend and Dion Hinchcliffe share a comprehensive discussion on the shifting dynamics of enterprise technology touching on critical themes such as cloud repatriation the challenges AI poses to chip depreciation and the evolving role of platform engineering. Their discussion covers: - The surge in SAP's European sales: highlighting the increasing demand for local providers and performance concerns with US-based cloud services amidst"
YouTube Link 2025-04-15T19:29Z 86.4K followers, [--] engagements

"Philosophy Conviction and Culture - The Distinctive Edge of Zoho - Six Five On the Road On this episode of the Six Five On the Road dive into the unique business model and cultural ethos that gives Zoho its competitive edge. Join our hosts at Zoholics in Austin Texas The Futurum Groups Lisa Martin and Cory Johnson with Moor Insights & Strategys Melody Brueto explore the foundational principles that have shaped Zoho into a standout company in the tech landscape. Their discussion covers: * The core philosophies that drive Zoho's business strategies * How conviction in their values shapes Zoho's"
YouTube Link 2024-06-07T23:42Z 54.4K followers, 18.4K engagements

"Futurum Live From the Show Floor with BMC's April Hickel at SHARE Dallas [----] Futurum Research Senior Analyst and VP of Sales Steven Dickens is joined by April Hickel VP of Strategy for BMC. Their conversation centers on her role with BMC the results of their latest client survey and the company's focus on three major themes: Security application development and how to increase the speed and quality of software that connects to or touches the mainframe. #mainframe #security #applicationdevelopment #tech #technology #BMC #AprilHickel #SHARE #SHAREDallas2022 #StevenDickens #Futurum"
YouTube Link 2022-03-29T18:10Z 95.7K followers, 11K engagements

"HPE Discover Pure Storage Accelerate MongoDB & Enterprise AI the Next Frontier for Business In this episode of the Infrastructure Matters Webcast we review the latest conferences including HPE Discover Pure Storage Accelerate and MongoDB .local NYC. Plus we explore the impact of generative AI on the industry it is more than hype and it is here to stay. The Futurum Groups Steven Dickens VP and Practice Lead Hybrid IT and Camberley Bates VP and Practice Lead Data Infrastructure give their views on how this market is evolving and what to expect in the coming months. Topics include: HPE Discover"
YouTube Link 2023-07-28T14:17Z 102K followers, 27.2K engagements

"Google Gemini AI [---] and New TPU - Episode [---] - Six Five Podcast Google Gemini AI [---] and New TPU https://twitter.com/PatrickMoorhead/status/1732431422928154721 https://twitter.com/PatrickMoorhead/status/1732442376000733557 https://twitter.com/danielnewmanUV/status/1732436310684815549 https://twitter.com/danielnewmanUV/status/1732429551907795262 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"
YouTube Link 2023-12-08T19:00Z 49.5K followers, [--] engagements

"Jeetu Patel on Whats Really Holding AI Back - Six Five On The Road 0:00 Intro: Melody Brue welcomes Jeetu Patel 3:26 AI's role in reimagining jobs at Cisco 7:24 Infrastructure constraints in AI development 9:51 Addressing security challenges in AI systems 12:22 Enterprise concerns and excitement about AI 15:00 Observability and education in AI adoption 16:19 The future of AI integration 19:24 Outro: Connected intelligence and future outlook Is enterprise AI innovation being held back more by technology Or is the issue trust and leadership readiness Host Melody Brue is joined by Cisco's Jeetu"
YouTube Link 2025-10-01T21:21Z 102K followers, [----] engagements

"Cyber Resiliency and the Role of AI - Futurum Tech Webcast On this episode of the Futurum Tech Webcast - Interview Series I am joined by Rubriks Anneka Gupta Chief Product Officer for a conversation on the need for organizations to establish cyber resilience and the role of AI in cyber resiliency. Our discussion covers: * The need for organizations to establish cyber resilience and how Rubrik defines cyber resilience and the role AI plays in cyber resilience * Key data points around data growth and security from the most recent Rubrik Zero Labs State of Data Security report and how AI has"
YouTube Link 2024-01-03T18:53Z 49.4K followers, 29.1K engagements

"T-Mobile First SIM-Based SASE - Episode [---] - Six Five Podcast T-Mobile First SIM-Based SASE https://x.com/PatrickMoorhead/status/1706795069251166348s=20 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"
YouTube Link 2023-09-29T16:57Z 49.5K followers, [--] engagements

"The Main Scoop Episode 21: Longevity Integrity and Humanity [--] Years of Mainframe The integrity of both the mainframe platform and the people within the ecosystem have kept the world's economy humming for [--] years. But don't just take it from our hosts Greg Lotko and Daniel Newman This special anniversary episode spotlights the mainframe community what they love about the platform their favorite technological advancements and why the mainframe is critical to our everyday lives. #mainframe #mainframeanniversary #IBMz #MainScoop #Broadcom #DanielNewman #greglotko Disclaimer: The Main Scoop"
YouTube Link 2024-04-09T13:00Z 51.7K followers, 34.2K engagements

"Driving Transformation Innovation and Value for Enterprise AI - Six Five On The Road at IBM Think On this episode of the Six Five On The Road host Patrick Moorhead is joined by IBM's Dr. Daro Gil and Rob Thomas for a conversation on how IBM is leading the charge in leveraging AI to create transformation innovation and value for enterprises. Their discussion covers: * Insights on how IBM is enabling clients to capitalize on their AI moment to transform their operations. * A deep dive into the latest developments in AI-powered automation and the expansive toolkit IBM offers to unlock"
YouTube Link 2024-05-23T21:07Z 52.4K followers, 22.1K engagements

"Marvell Buys Innovium - Episode [--] - Six Five Podcast Marvell Buys Innovium https://twitter.com/PatrickMoorhead/status/1422527636832624643s=20 https://youtu.be/2pqEeLTdPdc 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"
YouTube Link 2021-08-06T01:42Z 99.4K followers, [----] engagements

"Navigating the AI Revolution: From Smart Phones to AI PCs and Beyond - Six Five at Computex [----] On this episode of the Six Five On The Road at Computex Taipei hosts Daniel Newman and Ryan Shrout are joined by Qualcomm's Alex Katouzian Group GM for Mobile Compute XR Voice & Music Wearables Businesses Qualcomm Technologies Inc. for a conversation on Qualcomm's role in enhancing the Windows ecosystem through next-generation technologies and AI integration. Their discussion covers: * The transformative impact of AI across Qualcomm's product portfolio * Comparing the transition to AI in PCs with"
YouTube Link 2024-06-05T23:50Z 52.6K followers, 21.9K engagements

"Zooming into the Future: An Insightful Chat with Zoom's Joseph Chong at Zoomtopia [----] On this episode of Futurum Live From the Show Floor The Futurum Groups Craig Durr talks with Joseph Chong the head of marketing for products solutions and industry marketing at Zoom about the company's latest innovations and how they're enhancing the hybrid work experience. Their discussion covers: * The transformative role of AI in increasing productivity and enhancing collaboration on Zoom * The integration of AI in Zoom's CX and its application in events and the Revenue Accelerator * The significance of"
YouTube Link 2023-10-10T19:13Z 49.1K followers, [--] engagements

"IBM Announces Enterprise AI Venture Fund - Futurum Tech Webcast On this episode of the Futurum Tech Webcast Interview Series host Daniel Newman welcomes IBMs Roger Premo General Manager Corporate Strategy and Ventures for a conversation on the company's launch of the IBM Enterprise AI Venture fund. Their discussion covers: * The importance of the current moment in time with regard to AI * An overview of IBM Ventures and how the company has prioritized investments in AI and generative AI * The launch of the IBM Enterprise AI Venture Fund a $500M fund the company plans to invest in a range of"
YouTube Link 2023-11-07T18:54Z 49.2K followers, 38.2K engagements

"Purpose at Scale: ServiceNows Vision for a More Sustainable Equitable Future - Six Five Summit 0:00 Intro: AI Unleashed and sustainability spotlight 3:33 Aligning business goals with impact strategies 7:07 Human-centric approach to technology solutions 9:29 Connecting company mission with sustainability efforts How are organizations integrating sustainability and social impact into their operations At the Six Five Summit host Melody Brue is joined by ServiceNow's Lyndsay Harris-Kyei Vice President of Global Impact and Sustainability for a conversation on how ServiceNow is leading the charge"
YouTube Link 2025-07-11T14:30Z 100K followers, [--] engagements

"The Enduring Architecture of the Mainframe: [---] years of Computer Architecture and Strategy On April 7th [----] the entire concept of computers changed said an old IBM add. The success story of the mainframe started with a number of key architectural and strategic decisions that later came to be known as IBMs $5 billion gamble. Eddy Ciliendo is the Vice President of Strategy at 21CS and he has personally witnessed half of the mainframes [--] year history. In this session Steven Dickens and Eddy Ciliendo will explore some of those strategic decisions and how they have shaped the mainframe but more"
YouTube Link 2024-04-08T17:25Z 55.1K followers, [----] engagements

"AI's Ripple Effect: White House Job Markets Chip Wars and Corporate Strategy 0:00 Intro 5:38 Google antitrust ruling: A "nothing burger" (The Decode) 12:23 Google TPU availability and cloud strategy (The Decode) 19:05 Trump hosts tech leaders for AI dinner (The Decode) 26:30 Salesforce cuts jobs cites AI efficiency (The Decode) 31:53 Microsoft expands AI tools for education (The Decode) 34:44 Debating Nvidia's customer concentration risk (The Flip) 40:54 Economic data and labor market trends (Bulls and Bears) 45:39 Salesforce earnings and AI strategy challenges (Bulls and Bears) 51:48 HPE and"
YouTube Link 2025-09-08T14:00Z 101K followers, [---] engagements

"Transforming Workplace Experiences with Logitech + Microsoft - Six Five Media Webcast How are Microsoft and Logitech actually making the everyday meeting notably better Host Keith Kirkpatrick Research Director Enterprise Applications at The Futurum Group is joined by Rishi Kumar Director of Alliances & Go-to-Market B2B Business Group at Logitech and Sandhya Rao Principal Group Product Manager Teams Core AI at Microsoft. Tune in as they discuss announcements from Microsoft Build and Logitech including the integration of Microsoft Copilot within Teams new features from Logitech and how both"
YouTube Link 2025-06-27T22:46Z 100K followers, [--] engagements

"The Biggest Takeaways from Smartsheet ENGAGE Exciting Highlights from Six Five Media at Smartsheet ENGAGE [----] In the latest episode host David Nicholson is joined by Cicero Director of Product Marketing at Smartsheet for an in-depth conversation about the standout moments from Smartsheet ENGAGE [----]. Their discussion covers: - Transformative experiences for ENGAGE attendees - The vibrant high-energy atmosphere that sets ENGAGE apart - Buzz from the ground insights on what attendees loved - Key announcements and their broader implications - Ciceros favorite Smartsheet feature and its impact"
YouTube Link 2024-10-11T16:30Z 96.8K followers, [----] engagements

"IBM Granite GAI Watsonx Goes GA with Indemnity Protection - Episode [---] - Six Five Podcast IBM Granite GAI Watsonx Goes GA with Indemnity Protection https://newsroom.ibm.com/2023-09-28-IBM-Announces-Availability-of-watsonx-Granite-Model-Series-Client-Protections-for-IBM-watsonx-Models https://x.com/PatrickMoorhead/status/1707431892704809467s=20 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"
YouTube Link 2023-09-29T16:58Z 49.7K followers, [--] engagements

"AWS GAI Update - Episode [---] - Six Five Podcast AWS GAI Update https://x.com/PatrickMoorhead/status/1707439225291890813s=20 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"
YouTube Link 2023-09-29T16:57Z 49.7K followers, [--] engagements

"GB Goes to Analog Devices - Episode [---] - Six Five Podcast GB Goes to Analog Devices https://twitter.com/PatrickMoorhead/status/1500862022317051905t=Y_HaM_VH3JH9fzcQfpHUQg&s=19 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"
YouTube Link 2022-03-11T19:53Z 103K followers, [----] engagements

"The View from Davos with Metas Yann LeCun The Future of AI is Open and Human-Level Intelligent How important is open source to the future of AI and are we at human-level intelligence yet Patrick Moorhead and Daniel Newman are joined by Meta's Yann LeCun VP & Chief AI Scientist for a conversation on the latest AI developments and insights from WEF25 in this segment of The View From Davos. Get their take on: - The importance of open source for accelerating AI development and - Going beyond LLMs: LeCun imagines future AI systems will understand the physical world reason plan and have persistent"
YouTube Link 2025-01-24T18:19Z 84.3K followers, 12.8K engagements

"The Six Five On The Road with Qualcomms Alex Katouzian at Snapdragon Summit [----] The Six Five On The Road at #SnapdragonSummit [----]. Hosts Patrick Moorhead and Daniel Newman sit down with Alex Katouzian Senior Vice President and General Manager Mobile Computer and XR at Qualcomm for one of many conversations at this years Snapdragon Summit. Their discussion covers: * How Qualcomm defines the Connected Intelligent Edge * The strategy for continued growth in the edge business * Opportunities for Snapdragon outside of smartphones #qualcomm #snapdragon #5G #SoC #ADAS #semiconductor"
YouTube Link 2022-11-17T16:14Z 101K followers, 24.8K engagements

"HP Q4 Earnings - Episode [---] - Six Five Podcast HP Q4 Earnings https://investor.hp.com/news/press-release-details/2023/HP-Inc.-Reports-Fiscal-2023-Full-Year-and-Fourth-Quarter-Results/default.aspx https://s2.q4cdn.com/602190090/files/doc_earnings/2023/q4/supplemental-info/Q423-HP-Inc-Earnings-Summary.pdf 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"
YouTube Link 2023-12-01T18:39Z 49.1K followers, [--] engagements

"Becoming an AI-First Enterprise with Box - Six Five Summit 0:00 Intro: AI's impact on enterprises 5:02 Unstructured data and AI's potential 10:51 AI agents transforming enterprise productivity 15:38 Rethinking AI beyond chatbots 21:48 Historical parallels to AI's impact on jobs 25:43 How AI will change enterprise roles 34:31 Box's vision for AI and unstructured data What does it truly mean to become an AI-first enterprise 🤔 Discover the answer with our Day [--] opening keynote at Six Five Summit: AI Unleashed We are privileged to feature Aaron Levie CEO and Co-Founder at Box as he joins hosts"
YouTube Link 2025-07-07T20:19Z 100K followers, [---] engagements

"T-Mobile AT&T Ericsson & Wilson Connectivity New Moves - Six Five Webcast: The 5G Factor On this episode of the Six Five Webcast - The 5G Factor hosts Ron Westfall and Tom Hollingsworth delve into the pivotal developments shaping the future of 5G technology and its broader implications. Their discussion covers: - The significance of the White House Office of Science and Technology Policy's National Spectrum Research and Development (R&D) Plan for future government and private sector decisions. - Insights from the 5G Americas Analyst Forum highlighting T-Mobile and AT&Ts advocacy for"
YouTube Link 2024-11-13T20:45Z 54.5K followers, [---] engagements

"Cisco: Beyond the Internet Leading in AI - Six Five Connected Can the company that hepled build the internet revolutionize AI 🤔 Join host Diana Blass & Cisco leaders to learn how they're simplifying AI for businesses & building a more adaptable future. This episode of Six Five Connected features Cisco's Executive Vice President & Chief Product Officer Jeetu Patel Technical Leader Marketing DCN BU Joey Ristaino Chief Strategy Officer Mark Patterson Chief People Policy & Purpose Officer Francine Kastoudas and Tim Ormrod Director Ormit Solutions LTD - Splash Access sharing insights on Ciscos"
YouTube Link 2024-11-20T19:28Z 55.9K followers, 113.2K engagements

"The Pace of AI and Innovation: The Six Five's Insights from Computex [----] in Taipei On this episode of the Six Five On The Road at Computex Taipei analysts Daniel Newman Ryan Shrout Anshel Sag and Olivier Blanchard discuss the rapid advancements in AI and innovation showcased at Computex [----] in Taipei. Their conversation covers: * Key trends and breakthroughs in AI technology from Computex [----] * How these innovations are shaping various industries * The impact of AI on global technology strategies * Insights into the future of computing and digital transformation * Expert analysis of the"
YouTube Link 2024-06-06T22:54Z 52.6K followers, [--] engagements

"Enterprising Insights: Episode [--] Oracle CloudWorld Analyst Takes and Takeaways On this episode of the Six Five Podcast Enterprising Insights host Keith Kirkpatrick is joined by Robert Kramer VP and principal analyst at Moor Insights & Strategy and Guy Currier CTO at Visible Impact to discuss the announcements and experiences from Oracle CloudWorld and NetSuite SuiteWorld. He then closes the show by asking them to rant or rave about one item in the enterprise market. #TheFuturumGroup #EnterprisingInsights #LLM #generativeAI #pricing #OracleCloudWorld #NetSuiteSuiteWorld #generativeAI #data"
YouTube Link 2024-09-19T17:48Z 54.3K followers, [----] engagements

"The Resurgence of Networking A Conversation with Aviatrix CEO Doug Merritt On this episode of the Futurum Tech Webcast Interview Series host Daniel Newman welcomes Doug Merritt Chairman CEO and President at Aviatrix for a conversation on secure cloud networking what the market for it is looking like and the impacts of AI. Their discussion covers: * An overview of the convergence of cloud networking * Overall market growth for cloud networking * What role AI is playing in cloud networking * The importance of security in cloud networking #Aviatrix #AI #networksecurity #cloudnetwork #DougMerritt"
YouTube Link 2024-02-12T15:03Z 49.8K followers, 41.5K engagements

"Ep. 245: We are Live Talking Meta NVIDIA Qualcomm AMD Intel 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 weeks edition of The 6-5. Im 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: 00:00 Intro 3:22 Meta Goes Community Notes"
YouTube Link 2025-01-11T04:12Z 57.4K followers, [---] engagements

"Cohesity and Veritas Engineering Leaders Discuss Data Protection's Future - Six Five On The Road Acquisition Close of @Cohesity & VeritasTechLLC - whats next for customers The future of data protection is customer-focused. Patrick Moorhead and Daniel Newman are joined by Cohesity's Chief Development Officer Srinivasan Murari and Veritas' EVP of Engineering Deepak Mohan on this episode of the Six Five On The Road for a conversation on the completion of Cohesity joining forces with Veritas enterprise data protection business and what it means for customers. Their discussion covers: - How"
YouTube Link 2024-12-10T19:30Z 82.8K followers, 18.2K engagements

"AMD Financial Analyst Day - Episode [---] - Six Five Podcast AMD Financial Analyst Day https://ir.amd.com/news-events/financial-analyst-day https://twitter.com/PatrickMoorhead/status/1534973894964170774s=20&t=H-Lk5juT8BG2dxww7vZTug 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"
YouTube Link 2022-06-10T16:35Z 82.8K followers, [----] engagements

"Biden Leaves Trump an AI Regulation Love Note - Episode [---] - Six Five Podcast Biden Leaves Trump an AI Regulation Love Note https://x.com/PatrickMoorhead/status/1879199517305643304 https://x.com/PatrickMoorhead/status/1878811851863240803 https://x.com/PatrickMoorhead/status/1878785441073180961 https://x.com/PatrickMoorhead/status/1878809410732208267 https://x.com/PatrickMoorhead/status/1878810280173445493 https://x.com/danielnewmanUV/status/1878785161019420720 https://apnews.com/article/biden-ai-artificial-intelligence-chips-computer-trade-4495b5b4a48e856dc612e7abe3e47d20"
YouTube Link 2025-01-17T17:24Z 58.7K followers, [--] engagements

"Infrastructure Complexity: Bridging the Gap Between IT Operations and Security In this episode of Infrastructure Matters hosts Steven Dickens and Krista Macomber discuss various topics related to the IT landscape. Key highlights include: * Veeams Acquisition of CT4 and the Future of Data Protection: The episode focuses on the fragmentation and challenges in the field of data protection emphasizing the proliferation of SaaS applications public cloud resources and on-premises data. Specifically Veeams acquisition of CT4 and the companys Cirrus platform is covered. * Nutanixs product"
YouTube Link 2023-10-11T16:25Z 49.7K followers, [--] engagements

"Beyond 5G: AI Innovation and Whats Next for Telecom 0:00 Intro: AI's impact on telecom industry 5:17 AI enhancing customer experience and personalization 9:48 Nokia's approach to AI in telecom networks 12:39 Predictions for AI in telecom networks 15:16 Future of autonomous and self-healing networks How will artificial intelligence shape the future value proposition and operational landscape of telecommunications Host Will Townsend is joined by Boost Mobile's Dawood Shahdad VP Core Network & Innovation Labs and Nokia's Dr. Srinivas Bhattiprolu Head of Global Presales and Advanced Consulting"
YouTube Link 2025-08-22T19:57Z 101K followers, [---] engagements

"Exploring the Future of AI PCs with Dell's Sam BurdSix Five On The Road at Dell Technologies World On this episode of the Six Five On The Road hosts Patrick Moorhead and Daniel Newman are joined by Dell's Sam Burd President Client Solutions Group for a conversation on the evolving landscape of AI in personal computing. Their discussion dives deep into the exciting developments and future potential of AI PCs a field where Dell has been pioneering new frontiers. Their discussion covers: * The history and evolution of AI in PCs highlighting Dell's early initiatives and contributions to this"
YouTube Link 2024-05-21T20:52Z 100K followers, 21.2K engagements

"Cory Johnson discusses Elon Musk suing OpenAI CEO Sam Altman and Apple fines NewsNation talked with Futurum Chief Market Strategist Cory Johnson on how companies need to evolve to meet changing tides in AI"
YouTube Link 2024-03-05T19:22Z [--] followers, 12.2K engagements

"Ep. 246: We are Live Talking Microsoft AI Regulations Google Meta Lenovo TSMC 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 weeks edition of The 6-5. Im 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: 00:00 Intro 7:28 Microsoft Wants"
YouTube Link 2025-01-20T19:39Z 59.2K followers, [---] engagements

"Qualcomm Investor Day 2021: Accelerating Market Success Through Portfolio Diversification For this vignette of a recent episode of the Futurum Tech Webcast part of the 5G Factor series analysts Ron Westfall and Shelly Kramer delve into the Qualcomm Investor Day [----] event highlighted by CEO Cristiano Amons Keynote that talked about his vision for the company and propelling Qualcomms ongoing success through market diversification. #Qualcomm #QualcommInvestorDay #CristianoAmon #BMW #ADAS #Futurum #FuturumResearch #5GFactor Futurum is an independent research analysis and advisory firm focused on"
YouTube Link 2021-12-03T00:31Z 101K followers, [----] engagements

"NVIDIA earnings $NVDA - Episode [---] - Six Five Podcast NVIDIA earnings $NVDA https://twitter.com/PatrickMoorhead/status/1461084246018166786s=20 https://www.marketwatch.com/story/this-is-how-nvidia-plans-to-make-lots-of-money-from-the-metaverse-11637246368 https://cheddar.com/media/nvidia-beats-earnings-expectations-on-strong-gaming-data-center-revenue https://www.youtube.com/watchv=VWdxwkEMzOk (Yahoo Finance Interview) 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"
YouTube Link 2021-11-22T20:46Z 52.8K followers, [----] engagements

"Google to Defend Gen AI Users From Copyright Claims - Episode [---] - Six Five Google to Defend Gen AI Users From Copyright Claims https://finance.yahoo.com/news/google-defend-generative-ai-users-160320009.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"
YouTube Link 2023-10-13T17:25Z 49.1K followers, [--] engagements

"Drill Down Earnings Ep. 91: A quick look at Supermicro ($SMCI) and its Fiscal Q3 earnings report A rapid-fire insightful look at breaking earnings from Supermicro ($SMCI) as we hear from CEO Charles Liang. More than beat or miss the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #supermicro #earnings @Supermicro $SMCI #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business @DrillDownPod"
YouTube Link 2024-05-01T00:06Z 103K followers, 25.8K engagements

"For Silicon the Future is Custom - Six Five Summit 0:00 Intro: Custom silicon in data centers 5:26 Custom memory's rise in AI applications 10:58 Smart switches and DPU integration trends 13:38 Future of custom silicon in data centers How is the shift to custom silicon enabling the transformation of data centers At the Six Five Summit: AI Unleashed We're thrilled to feature Marvell's Mark Kuemerle VP of Technology and CTO ASIC Business Unit and Rishi Chugh VP of Product Marketing Network Switching Group at Marvell as two of our Cloud Infrastructure Speakers. They join host Will Townsend for a"
YouTube Link 2025-07-10T19:30Z 100K followers, [----] engagements

"AI Assistants and the Mainframe - Six Five In The Booth at IBM Think On this episode of the Six Five In The Booth host Steven Dickens is joined by IBM's Tina Tarquinio VP Product Management IBM Z and LinuxOne for a fascinating conversation on integrating AI with the mainframe a cornerstone for modern IT infrastructure. This discussion delves into IBM's recent advancements and predictive insights into future developments. Their discussion covers: * The crucial role of the mainframe in hybrid cloud environments * How IBM Watsonx Code Assistant for Z is revolutionizing application modernization"
YouTube Link 2024-05-23T19:38Z 52.5K followers, 21.7K engagements

"Today's Experience Economy Customer experience (CX) has emerged as a crucial differentiator for businesses across industries. In todays customer-first landscape organizations can create competitive advantage by continuously taking the proper care consideration and compassion in creating and upleveling customer experiences. Delivering exceptional CX can drive all aspects of business performance growth and ultimately success. In this session Alan Masarek will offer his perspectives on topics including innovation without disruption how AI fits into the contact center and why the future belongs"
YouTube Link 2024-07-09T06:33Z 52.8K followers, [--] engagements

"Micron Delivers UFS Memory Advances: Spurs Samsung Galaxy [--] AI Innovation 5G Factor Highlight In this vignette of The 5G Factor Ron Westfall and Olivier Blanchard share their views on Microns UFS memory advances and how it offers the performance and power needed to store growing amounts of data in todays AI-driven smartphones. The discussion highlighted: Micron Delivers UFS Memory Advances: Spurs Samsung Galaxy [--] AI Innovation. Micron announced that it is delivering qualification samples of an enhanced version of its Universal Flash Storage (UFS) [---] mobile solution with breakthrough"
YouTube Link 2024-03-29T20:18Z 51.2K followers, [--] engagements

"DDE Shorts: Lumentum (LITE) fiscal second quarter earnings report. Lumentum (LITE) tanks after fiscal second quarter earnings. We take a look at the business story behind these earnings and some insight into the thinking of CEO Alan Lowe. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than beat or miss its the business stories behind stocks on the move. The Drill Down Earnings is a production of Six Five Media and Futurum Group a leading global"
YouTube Link 2024-02-09T04:12Z 102K followers, [---] engagements

"How Open Banking Tools are Democratizing and Transforming the Financial Industry - The Main Scoop How are emerging financial tools and open banking models transforming banking accessibility and opportunities for small businesses On this episode of the The Main Scoop hosts Daniel Newman and Greg Lotko are joined by Banco de Crdito BCP's Jorge Carrera Product Owner Legacy Infrastructure Squad for a conversation on how major shifts in the banking industry including open banking the rise of e-commerce and emerging financial tools like Yape seek to democratize banking by making financial services"
YouTube Link 2025-08-29T15:00Z 101K followers, [----] engagements

"Futurum Live from the Show Floor with Broadcom's Russ Teubner and Peter Wassel at SHARE Columbus In this episode of Futurum Live From the Show Floor Futurum Research Senior Analyst and VP of Sales Steven Dickens talks with Broadcom's Distinguished Engineer Russ Teubner and Peter Wassal Director DevOps & Open Mainframe Solutions during the SHARE Conference in Columbus. Their conversation covered Broadcom's acquisition of Hostbridge Technology and how it fits into the company's overall technology roadmap. To learn more about Broadcom visit their website: https://broadcom.com #mainframe"
YouTube Link 2022-09-08T20:50Z 52.8K followers, 21.5K engagements

"Apple Spooky Event and M3 - Episode [---] - Six Five Podcast Apple Spooky Event and M3 https://x.com/danielnewmanUV/status/1719389022840135978s=20 https://x.com/danielnewmanUV/status/1719145158455799870s=20 https://x.com/PatrickMoorhead/status/1719184817399480822s=20 https://x.com/PatrickMoorhead/status/1719152184011440584s=20 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"
YouTube Link 2023-11-03T19:31Z 49.1K followers, [--] engagements

"Intel Resets Datacenter Roadmap - Episode [---] - Six Five Podcast Intel Resets Datacenter Roadmap https://www.intc.com/news-events/press-releases/detail/1726/intel-reports-fourth-quarter-and-full-year-2024-financial https://uk.finance.yahoo.com/news/intel-forecasts-first-quarter-revenue-210400965.html https://finance.yahoo.com/news/intel-reports-q4-beats-on-top-and-bottom-line-stock-rises-on-foundry-revenue-outlook-181745845.html https://www.cnbc.com/2025/01/30/intel-intc-q4-earnings-report-2024.html"
YouTube Link 2025-01-31T19:32Z 77K followers, 17K engagements

"AI Compute is Driving the Need for Thermal Cooling Solutions 0:00 Intro: Dell Tech World innovations overview 5:24 AI workloads driving extreme power challenges 9:15 Air cooling still crucial for smaller deployments 12:32 Outro: Keeping data centers cool As AI and advanced workloads escalate data center power demands efficient cooling becomes a critical imperative. 🧊 Dell Technologies Andrew Pack Product Planner AI & Dense Compute Cooling Infrastructure and Tim Shedd Senior Distinguished Engineer share details behind Dells cooling solutions with hosts Patrick Moorhead and Daniel Newman at"
YouTube Link 2025-05-23T13:20Z 93.2K followers, [----] engagements

"The Six Five Insider Edition with Micron's Mark Montierth at Mobile World Congress [----] On this episode of The Six Five Insider Edition hosts Daniel Newman and Patrick Moorhead sit down with Microns Mark Montierth Corporate Vice President & General Manager Mobile Business Unit. Their discussion covers: * Why end users should think about memory and storage when purchasing a new phone * What unique differentiators and value Micron brings to memory/storage and the mobile ecosystem * Micron mobiles latest technology and ecosystem accomplishments * Marks predictions of future mobile use and"
YouTube Link 2023-03-02T22:35Z 103K followers, 25.9K engagements

"What Makes Oracles AI Strategy Different - Six Five On the Road at Oracle CloudWorld [----] On this episode of Six Five On the Road at Oracle CloudWorld [----] hosts Daniel Newman and Patrick Moorhead are joined by Oracle's Jason Maynard Executive VP Revenue Operations for a conversation on Oracle's unique approach to artificial intelligence. Their discussion covers: * The foundational elements that distinguish Oracle's AI strategy from competitors. * How Oracle integrates AI across its product and service offerings. * The role of data privacy and security in Oracle's AI developments. * Oracle's"
YouTube Link 2024-09-17T13:32Z 100K followers, [----] engagements

"Ep. 249: Elastic CEO Ash Kulkarni Crowdstrike Lululemon and Hewlett Packard Enterprise Our big interview with Elastic CEO Ash Kulkarni (ESTC). Also Crowdstrike (CRWD) masters cyber security Lululemon (LULU) wrestles with inventory and the parable of the Everywhere Belt Bag and Hewlett Packard Enterprise (HPE) rides liquid cooling to server success. https://linktr.ee/drilldownpod Futurums The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. Its business news for business people. Every episode of The Drill Down offers a pithy look at the"
YouTube Link 2024-06-07T23:27Z 82.4K followers, [----] engagements

"The Main Scoop Episode 26: Microsoft and Mainframe: Combining Platform Strengths in Hybrid IT In this episode of The Main Scoop Greg Lotko and Daniel Newman sit down with Barry Wordell Head and Global GTM for Sales and Strategy at Microsoft to discuss the importance of leveraging both cloud and mainframe strengths for an effective hybrid strategy. #Microsoft #Mainframe #HybridIT #CloudComputing #Security #AI #developertools Disclaimer: The Main Scoop Webcast is for information and entertainment purposes only. Over the course of this webcast we may talk about companies that are publicly traded"
YouTube Link 2024-09-10T13:34Z 84.9K followers, [----] engagements

"Cost Effective Security and the Security Talent Gap with Vishal Ghariwala"
YouTube Link 2023-10-02T02:08Z 49.7K followers, [---] engagements

"Databricks New DBRX Model- Enterprise Worthy - Episode [---] - Six Five Podcast Databricks New DBRX Model- Enterprise Worthy https://twitter.com/PatrickMoorhead/status/1773073895504884163 https://www.databricks.com/blog/introducing-dbrx-new-state-art-open-llm 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"
YouTube Link 2024-03-29T17:33Z 103K followers, 34.7K engagements

"AMD Instinct MI355X: Examining Next-Generation Enterprise AI Performance Read the full report: https://signal65.com/research/ai/amd-instinct-mi355x-examining-next-generation-enterprise-ai-performance/ Few technologies have experienced a faster adoption rate than AI which has emerged as one of the most important enterprise workloads over the past decade. Companies that excel at implementing these new AI workloads cost effectively will gain a significant competitive advantage. While the leading GPU supplier has continued to deliver enhancements the AI accelerator landscape has changed markedly"
YouTube Link 2025-09-12T19:22Z 101K followers, [----] engagements

"The Edge Landscape and how Innovative High-Density Storage Transcends Edge Workloads How does AI complicate or advance malicious intent that could potentially cripple a company and why does the executive team need to be prepared and accountable. CEO of Sonatype Wayne Jackson will discuss the importance of software supply chain security highlighting the power of AI when fueled by the right data to protect and safeguard organizations in driving software innovation"
YouTube Link 2024-07-10T21:55Z 52.8K followers, [----] engagements

"Accelerating GenAI Innovation - Six Five On the Road at AWS re:Invent How 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 Elastics 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 Elastics product portfolio with the integration of AI and machine learning. -"
YouTube Link 2025-01-02T19:10Z 56.1K followers, 11.8K engagements

"AI Acceleration News from IBM at Hot Chips - Six Five Media Infrastructure Matters Episode [--] On this episode of Infrastructure Matters Steven Dickens is joined by IBM's Chris Berry Distinguished Engineer - Processor Development and Susan Eickhoff Director IBM Z Processor Development for a conversation on the latest AI acceleration innovations unveiled by IBM at the Hot Chips conference. Their discussion covers: - The key features of IBM's new processor developments. - The impact of AI acceleration on business applications. - The role of IBM's technology in advancing computational power. -"
YouTube Link 2024-08-26T20:00Z 53.4K followers, [----] engagements

"Growth and Value Creation in the AI Era - Six Five On The Road at Dell Technologies World On this episode of the Six Five On The Road host Daniel Newman is joined by Dell Technologies' Yvonne McGill CFO for a conversation on how Dell is navigating the changing tech landscape especially with the advent of AI and what this means for the company's future growth and value creation. Their discussion covers: * Dell's strategy for innovation and progress in the current tech era. * The bullish outlook on Dell Technologies and its distinguishing factors. * The impact of AI on financial performance"
YouTube Link 2024-05-21T17:58Z 52.4K followers, 29.9K engagements

"The Main Scoop Disrupting With Purpose: Learning from the Past to Innovate Forward Discover the next chapter of mainframe evolution 💡On this episode of The Main Scoop hosts Daniel Newman CEO and Chief Analyst at Futurum and Greg Lotko SVP & GM Mainframe Software Division at Broadcom are joined by Eduardo J. Ciliendo CEO at 21CS to unpack the mainframe's pivotal role in transforming the digital landscape. They explore how mainframe continues to evolve and discuss the merits of meaningful disruption vs. disruption for the sake of it. Tune in as they cover 👇 ✅ Why transformation needs a clear"
YouTube Link 2025-03-19T15:00Z 82.6K followers, [----] engagements

"AMD: Advancing AI from Cloud to Edge to Endpoints Join us for an enlightening discussion on the transformative power of AI and how it is reshaping technology and how we work. At the heart of this revolution lies the vision of pervasive AI seamlessly integrated from the cloud all the way to PCs. Discover how AMD is at the forefront of enabling AI driving innovation at every step of the journey. From empowering data centers to handle the immense computational demands to facilitating the training of complex models and seamlessly executing inference tasks AMD is paving the way. We will cover how"
YouTube Link 2024-07-08T19:40Z 52.8K followers, [--] engagements

"The Fed Inflation and AI: Deciphering Market Signals 0:00 Intro: Six Five Pod 03:20 China gets green light for AI chips (The Decode) 10:08 Middle East AI investments raise concerns (The Decode) 20:50 AWS New York summit focuses on agents (The Decode) 26:53 Synopsys-Ansys deal crosses the finish line (The Decode) 34:00 Debating AI chip export restrictions (The Flip) 43:38 Inflation trends and economic indicators (Bulls and Bears) 53:21 Trump vs Powell: Federal Reserve tensions (Bulls and Bears) 56:46 TSMC earnings signal continued AI boom (Bulls and Bears) Follow the hosts:"
YouTube Link 2025-07-21T14:00Z 100K followers, [----] engagements

"Ep 156: Talking Qualcomm Intel Nokia Kyndryl Cisco Lattice GlobalFoundries 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 weeks edition of The 6-5. Im Patrick Moorhead with Moor Insights & Strategy co-host joined by Daniel Newman with"
YouTube Link 2023-02-17T19:10Z 99.7K followers, 29.1K engagements

"How AI's Scalability Challenges are Solved by Ocient's High-Density Storage Solutions - Six Five On this episode of the Six Five On the Road Keith Townsend and Dave Nicholson are joined by Ocient's Shantan Kethireddy Vice President of Customer Solutions for a conversation on the impact of AI on scalability both technically and environmentally and how Ocient's high-density storage solutions are addressing these challenges. Their discussion covers: * An overview of Ocient and its role in enabling data-intensive analysis with an emphasis on performance cost and energy efficiency. * The"
YouTube Link 2024-06-25T16:04Z 100K followers, 28.2K engagements

"The Six Five On the Road w/ Qualcomm's Kedar Kondap and Microsoft's Aaron Woodman @ Snapdragon [----] The Six Five On The Road at #SnapdragonSummit [----]. Hosts Patrick Moorhead and Daniel Newman sit down with Kedar Kondap Senior Vice President and General Manager Compute & Gaming at Qualcomm and Aaron Woodman Vice President of Windows Marketing at Microsoft. This is one of many conversations at this years #SnapdragonSummit. Their discussion covers: * What are Snapdragon Compute Platforms * Within #AI - the capabilities that have helped redefine personal computing * Customer experiences feedback"
YouTube Link 2023-10-26T10:34Z 49.1K followers, 24.3K engagements

"More Wide Area Networks: A New Vista for Sustainability Success - A Deeper Dive - Six Five 0:00 Intro: Welcoming AE Natarajan from Juniper Networks 5:04 Juniper's silicon innovations for network performance 8:54 [---] gig technology and AI cluster connectivity 12:14 AI-driven networking for efficiency and sustainability 15:51 Universal routing platform for flexible networking 18:23 MX304 platform for AI network onboarding 20:17 Juniper's commitment to net zero emissions As AI and data demands surge how will networks keep pace sustainably ♻ 800G Ethernet is here and key players are working to"
YouTube Link 2025-04-03T20:37Z 84.7K followers, [----] engagements

"5G Factor: CSPs Flashing 5G Prowess In this episode of The 5G Factor our series that focuses on all things 5G the IoT and the ecosystem as a whole Ron Westfall is joined by colleague and fellow analyst Todd R. Weiss for a look at the top 5G developments and whats going on that caught their eye. Their conversation focused on: * AT&T Delivers Solid Q3 [----]. AT&T delivered strong results in the third quarter of [----] with solid 5G and fiber subscriber growth. The company also posted healthy year-over-year (YoY) increases in service and broadband revenues driving higher profitability. Key"
YouTube Link 2023-10-31T14:07Z 83.2K followers, 28K engagements

"NVIDIA Announces Mistral NeMo 12B NIM - Episode [---] - Six Five Podcast 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"
YouTube Link 2024-07-19T16:44Z 99K followers, [----] engagements

"Latest Intel Conversations (20A Arrow Lake 18A I-Bankers IFS Broadcom Lip-Bu Tan) - Episode [---] Latest Intel Conversations (20A Arrow Lake 18A I-Bankers IFS Broadcom Lip-Bu Tan) https://twitter.com/danielnewmanUV/status/1831264995394421014 https://twitter.com/danielnewmanUV/status/1831000797481771165 https://www.yahoo.com/tech/intel-signals-arrow-lake-desktop-174503128.html https://www.tomshardware.com/pc-components/cpus/intel-announces-cancellation-of-20a-process-node-for-arrow-lake-goes-with-external-nodes-instead-likely-tsmc Disclaimer: This show is for information and entertainment"
YouTube Link 2024-09-06T16:25Z 101K followers, [----] engagements

"Drill Down Earnings Ep. 189: Trade Desk Q2 earnings essentials ($TTD) Instant analysis of Trade Desk ($TTD) Q2 earnings as we hear from CEO Jeff Green. More than beat or miss the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #TradeDesk #earnings @Trade Desk $TTD #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business @DrillDownPod"
YouTube Link 2024-08-08T23:22Z 53.4K followers, [--] engagements

"Marvell and Samsung SoC News - Cisco Is Live Armed With Updates - Six Five Podcast Marvell and Samsung SoC News 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"
YouTube Link 2021-04-02T19:57Z 100K followers, [----] engagements

"Cisco Earnings - Episode [---] - Six Five Podcast Cisco Earnings https://twitter.com/PatrickMoorhead/status/1625967719571984384s=20 https://investor.cisco.com/home/default.aspx https://s2.q4cdn.com/951347115/files/doc_financials/2023/q2/Q2FY23-Press-Release.pdf 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"
YouTube Link 2023-02-17T19:42Z 101K followers, 22.6K engagements

"Drill Down Earnings: A quick look at Zoom Video Communications ($ZM) and its Q4 earnings report A rapid-fire insightful look at the breaking earnings from Zoom Video Communications ($ZM). Its the business story behind these earnings and some interesting comments on corporate spending from CFO Kelly Steckelberg. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than beat or miss its the business stories behind stocks on the move. The Drill Down"
YouTube Link 2024-02-27T02:18Z 101K followers, 29.1K engagements

"Accelerating the Cloud Data Center Evolution Now more than ever the data that we generate in our daily lives at work home and on the go is processed moved stored and secured in the cloud. As increasing amounts of workloads migrate to the cloud data centers continue to evolve to address the rising number of customers and sheer volume of data. While each generation of cloud data center architecture has developed to service a specific function it has also defined new challenges that operators face and made room for technology innovation to help solve them. In this presentation Marvells President"
YouTube Link 2021-06-14T20:00Z 83.3K followers, 47.3K engagements

"AI Democratization: CPU-Based AI for Healthcare - Futurum Tech Webcast On this episode of the Futurum Tech Webcast host David Nicholson is joined by Mohan Rokkam Marketing and Product Manager at Dell Technologies and Steen Graham Founder at Scalers AI's to discuss the democratization of AI in healthcare focusing on CPU-based solutions. Their discussion covers: * The current state and future of AI in healthcare * How Dell Technologies and Scalers AI are working towards democratizing AI * Real-world applications and impacts of CPU-based AI in the healthcare sector * Challenges and opportunities"
YouTube Link 2024-06-19T18:00Z 82.8K followers, 16.9K engagements

"The AI-Native Era: Building the Future on Arm - Six Five Summit 0:00 Intro to The Six Five Summit 5:52 ARM's role in AI and compute platforms 11:46 Evolution of ARM's platform strategy 14:28 How ARM helps solve AI adoption challenges 19:11 ARM's vision for success in [----] How is Arm working to redefine computing in an effort to power an entirely AI-native future Discover the answer at the Six Five Summit: AI Unleashed We were privileged to feature Rene Haas CEO at Arm as our Day One Opener He joins hosts Patrick Moorhead and Daniel Newman for a pivotal discussion on Arm's transformative role"
YouTube Link 2025-07-07T20:26Z 100K followers, [---] engagements

"Ep. 241: We are Live Talking NVIDIA Microsoft Qualcomm OpenText Meta 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 weeks edition of The 6-5. Im 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: 00:00 Intro 4:11 NVIDIA Q3FY25 Earnings"
YouTube Link 2024-11-23T04:22Z 82.6K followers, 25.7K engagements

"The AI Ecosystem: AMD's Full Stack Data Center Strategy - Six Five Media at AMD Advancing AI Six Five Media hosts Daniel Newman and Patrick Moorhead are at AMD Advancing AI where theyre joined by AMD's Forrest Norrod Executive Vice President and General Manager Data Center Solutions Business Group for a conversation on AMD's strategic evolution toward becoming a data center solutions provider and the latest collaboration driving forward AI and chip ecosystems. Their discussion covers: - An overview of AMD's evolved strategy from compute engines to comprehensive data center solutions - AMD's"
YouTube Link 2024-10-16T00:08Z 86.1K followers, [----] engagements

"AI will be EVERYWHERE ⚡ Why AI's impact will be as massive as ELECTRICITY💡 #AI #TechShorts #Tech AI will be EVERYWHERE David Nicholson from The Futurum Group on why AI's impact will be as massive as electricity. #AI #TechShorts #Tech #SixFiveOnAI#AI #Agents #Amazon #TechShorts #Innovation #SixFiveOnAI #AI #OpenAI #TechShorts #Investment #Money #TechNews"
YouTube Link 2025-04-10T20:51Z 85.6K followers, [----] engagements

"Google NRF - Episode [---] - Six Five Podcast Google NRF https://www.prnewswire.com/news-releases/google-cloud-unveils-new-ai-tools-for-retailers-301721298.html https://cloud.google.com/vertex-ai-vision https://cloud.google.com/solutions/retail-product-discovery 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. Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this"
YouTube Link 2023-01-18T16:35Z 82.8K followers, 16.7K engagements

"Top AI Trends for [----] The AI Moment Episode [--] On this episode of The AI Moment Mark Beccue discusses the latest developments in enterprise AI & the top [--] AI trends for [----]. The discussion covers : Top AI Trends for 2024: After the year AI had in [----] what could possibly be next I will give you a hint: AI wont slow down much in [----]. There are seven key trends I think will impact the adoption of AI in [----]. I walk through what those trends are and why they are so important. #thefuturumgroup #generativeai #responsibleai #ethicalai #datamanagement #theaimoment #markbeccue Disclosure: The"
YouTube Link 2023-12-19T20:50Z 49.7K followers, 24.9K engagements

"AMD Acquires Nod.AI - Episode [---] - Six Five AMD Acquires Nod.AI https://www.cnbc.com/amp/2023/10/10/amd-acquires-nodai-ai-startup-as-it-seeks-to-catch-up-with-nvidia.html https://ir.amd.com/news-events/press-releases/detail/1159/amd-to-acquire-open-source-ai-software-expert-nod-ai 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"
YouTube Link 2023-10-13T17:23Z 49.1K followers, [--] engagements

"InstructLab Demo at IBM TechXchange Conference - Six Five in the Booth What if AI could revolutionize the way you learn Host Keith Townsend sits down with IBM's Suhas Kashyap Senior Product Manager for InstructLab at watsonx.ai for Six Five in the Booth at the IBM TechXchange Conference. Together they delve into InstructLab a groundbreaking AI-powered learning demo showcased at the event. Their discussion covers: - The inspiration behind InstructLab's development - Key features and capabilities of InstructLab - The role of AI and machine learning in enhancing InstructLab - How InstructLab"
YouTube Link 2024-10-24T13:00Z 102K followers, [----] engagements

"The View from Davos with IBM's Arvind Krishna On this episode of The View from Davos The Futurum Groups Daniel Newman is joined by IBMs Chairman and CEO Arvind Krisha for a conversation on how the topic of ethical AI is being discussed at Davos the role of the government with AI and the future of automation. Their discussion covers: * What IBM is focused on and discussing at the World Economic Forum * The role of government in the ethical deployment of AI and IBMs approach to governance in their solutions * How AI can be leveraged towards increased sustainability * What opportunities AI"
YouTube Link 2024-01-19T00:33Z 100K followers, 34.9K engagements

"Microsofts Latest Announcements & Their Vision for Gen AI - Six Five on The Road On this episode of The Six Five On The Road hosts Daniel Newman and Patrick Moorhead welcome Microsofts Matt Barlow Corporate VP Microsoft Windows + Surface Marketing for a conversation on Microsoft's latest Copilot announcements Generative AI and Microsoft's vision for the future. Their discussion covers: * Microsofts latest Copilot announcements * Copilot's ability to create new streams for monetization * The different ways consumer and commercial customers might leverage Microsoft Copilot * Microsofts"
YouTube Link 2023-09-28T20:21Z 49.7K followers, [--] engagements

"Marvell Industry Analyst Day 2021: Key Takeaways & Announcements In this episode of the Futurum Tech Webcast Interview Series Futurum's Daniel Newman sits down with Nigel Alvares Vice President of Solutions Marketing at Marvell for a conversation around Marvells recent Industry Analyst Day. #Marvell #Marvell5G #5G #Marvellcloud #cloudnetworking #cloudstorage #cloud #automotive #Futurum #FuturumResearch #DanielNewman Futurum is an independent research analysis and advisory firm focused on digital innovation market-disrupting technologies and industry trends. Every day our analysts researchers"
YouTube Link 2021-12-15T18:03Z 82.4K followers, 24.7K engagements

"Proactive Mainframe Performance Management: How Hybrid AI-Guided Remediation & AI Agents Improve Ops The mainframe remains critical but its complexity is exploding. How do we keep up Host Mitch Ashley is joined by BMC Software's Anthony DiStauro R&D Solutions Architect and Liat Sokolov Principal Product Management for a conversation on how Hybrid AI-Guided Remediation and AI Agents are revolutionizing mainframe operations. It's not just about generative AI or machine learning alone. Hybrid AI intelligently combines these and other techniques choosing the right AI for the right problem. Key"
YouTube Link 2025-02-28T01:19Z 86.1K followers, [----] engagements

"Transforming the Modern Workplace: AI PCs and the Future of Work Get ready for an eye-opening journey into the future of work 💼 On this episode of AI & Us host David Nicholson is joined by Marc Hammons Senior Distinguished Engineer Office of the CTO at Dell Technologies and Professor Song Han Department of Electrical Engineering and Computer Science at MIT for a conversation on the seismic shifts transforming the modern workplace with a special focus on the truly revolutionary impact of AI-powered PCs. Discover how these intelligent machines are set to redefine efficiency creativity and"
YouTube Link 2025-06-16T16:00Z 100K followers, [----] engagements

"Are EVs or Tesla Stalling Or is China Winning - Episode [---] - Six Five Podcast 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"
YouTube Link 2024-04-06T16:51Z 51.4K followers, 33.3K engagements

"Skyworks Earnings - Episode [---] - Six Five Podcast Skyworks Earnings 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"
YouTube Link 2022-11-04T17:26Z 99.3K followers, [----] engagements

"Rack-scale Compute & Rack-scale Management - Six Five On The Road at SC24 The complexity of rack-scale AI infrastructure is staggering but Dell's expertise and build-to-order approach make it manageable. Host David Nicholson is joined by Dell Technologies' Eric Kuzmack Senior Product Planner AI Compute Systems on this episode of the Six Five On The Road at SC24 for a conversation on the latest in rack-scale compute and management innovations. Here's the TL;DR: - Forget DIY. These racks are packing [---] horsepower and need serious liquid cooling. We're talking [----] lbs of hardware with complex"
YouTube Link 2024-11-20T20:36Z 54.6K followers, 17.6K engagements

"Arm & Qualcomm Lawsuit In The Jurys Hands - Episode [---] - Six Five Podcast Arm & Qualcomm Lawsuit In The Jurys Hands https://x.com/PatrickMoorhead/status/1868634026589769830 https://www.reuters.com/legal/arm-qualcomm-make-closing-cases-chip-license-dispute-trial-2024-12-19/ https://www.laptopmag.com/ai/copilot-pcs/arm-qualcomm-snapdragon-chip-legal-dispute https://www.businessinsider.com/arm-qualcomm-trial-delaware-nuvia-chip-license-2024-12 Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of"
YouTube Link 2024-12-20T17:33Z 98.4K followers, [----] engagements

"The Latest from GTC: Announcements on Data Infrastructure and How the AI Markets are Shaping Up On this episode of the Six Five Webcast - Infrastructure Matters hosts Camberley Bates and Keith Townsend dive into the latest announcements and developments in data infrastructure and AI markets ahead of GTC. Their discussion delves into new advancements and community engagement shaping the technology landscape. Their discussion covers: - The importance of CIO chat and community engagement platforms like Blue Sky for encouraging high-level tech discussions. - Updates on IBM Storage Scale and its"
YouTube Link 2025-03-21T19:50Z 103K followers, [----] engagements

"5G Factor Video Research Note: T-Mobile Unveils New Four-Carrier Aggregation Capabilities In this vignette of The 5G Factor Ron Westfall and Todd R. Weiss provide their perspective on T-Mobiles introduction of four-carrier aggregation across its nationwide 5G Standalone network. The discussion spotlighted: T-Mobile Champions New 5G Carrier Aggregation Capabilities. T-Mobile is championing its new 5G four-carrier aggregation capabilities which allows it to combine multiple 5G channels or carriers to deliver greater speed and performance. T-Mobile is now merging four 5G channels of sub-6 GHz"
YouTube Link 2023-08-09T23:08Z 49.1K followers, [--] engagements

"Drill Down Earnings Ep. 202: Box Q2 earnings essentials ($BOX) Instant analysis of Box ($BOX) Q2 earnings as we hear from CEO Aaron Levie. More than beat or miss the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv @box #earnings $BOX #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business @DrillDownPod"
YouTube Link 2024-08-27T22:23Z 78.7K followers, [----] engagements

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