#  @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. ### Engagements: [------] [#](/creator/youtube::UC7-rtz96bYgd2m4AhKtZFQw/interactions)  - [--] Week [-------] +76% - [--] Month [---------] +123% - [--] Months [---------] +116% - [--] Year [---------] -47% ### Mentions: [--] [#](/creator/youtube::UC7-rtz96bYgd2m4AhKtZFQw/posts_active)  - [--] Month [--] -37% - [--] Months [---] -34% - [--] Year [-----] +15% ### Followers: [-------] [#](/creator/youtube::UC7-rtz96bYgd2m4AhKtZFQw/followers)  - [--] Week [-------] no change - [--] Month [-------] +3.80% - [--] Months [-------] +8.90% - [--] Year [-------] +42% ### CreatorRank: [-------] [#](/creator/youtube::UC7-rtz96bYgd2m4AhKtZFQw/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 49.29% [technology brands](/list/technology-brands) 43.57% [finance](/list/finance) 41.43% [social networks](/list/social-networks) 6.43% [events](/list/events) 2.14% [countries](/list/countries) 2.14% [automotive brands](/list/automotive-brands) 2.14% [vc firms](/list/vc-firms) 0.71% [travel destinations](/list/travel-destinations) 0.71% [cryptocurrencies](/list/cryptocurrencies) 0.71% **Social topic influence** [ai](/topic/ai) 65.71%, [stocks](/topic/stocks) 26.43%, [business](/topic/business) 25.71%, [ceo](/topic/ceo) 25%, [more than](/topic/more-than) 13.57%, [investment](/topic/investment) 9.29%, [market](/topic/market) 8.57%, [lenovo](/topic/lenovo) 5.71%, [watch](/topic/watch) 5%, [shorts](/topic/shorts) 5% **Top accounts mentioned or mentioned by** [@drilldownpod](/creator/undefined) [@patrickmoorhead](/creator/undefined) [@danielnewmanuv](/creator/undefined) [@ibm](/creator/undefined) [@hpe](/creator/undefined) [@wdcorporation](/creator/undefined) [@paloaltonetworks](/creator/undefined) [@analogdevicesinc](/creator/undefined) [@a16z](/creator/undefined) [@fortinet](/creator/undefined) [@nxpdeveloperzone](/creator/undefined) [@hp](/creator/undefined) [@marvell](/creator/undefined) [@intuit](/creator/undefined) [@kla](/creator/undefined) [@smartsheet](/creator/undefined) [@cloudflare](/creator/undefined) [@palantir](/creator/undefined) [@crowdstrike](/creator/undefined) [@netflix](/creator/undefined) **Top assets mentioned** [IBM (IBM)](/topic/ibm) [Microsoft Corp. (MSFT)](/topic/microsoft) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Dell Technologies, Inc. (DELL)](/topic/dell) [GlobalFoundries (GFS)](/topic/globalfoundries) [ServiceNow Inc (NOW)](/topic/servicenow) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Fortinet Inc (FTNT)](/topic/$ftnt) [IonQ, Inc. (IONQ)](/topic/$ionq) [Crowdstrike Holdings Inc (CRWD)](/topic/crowdstrike) [SAP SE (SAP)](/topic/$sap) [Tesla, Inc. (TSLA)](/topic/tesla) [Okta Inc (OKTA)](/topic/$okta) [Honeywell International Inc (HON)](/topic/honeywell) [Western Digital Corp (WDC)](/topic/$wdc) [Analog Devices, Inc. (ADI)](/topic/$adi) [NVIDIA Corp. (NVDA)](/topic/$nvda) [NXP Semiconductors NV (NXPI)](/topic/$nxpi) [HP Inc (HPQ)](/topic/$hpq) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Astera Labs, Inc. (ALAB)](/topic/$alab) [Synopsys, Inc. (SNPS)](/topic/$snps) ### Top Social Posts Top posts by engagements in the last [--] hours "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](https://youtube.com/watch?v=C1xUhe7fheM) 2026-02-12T17:30Z 110K followers, [----] 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](https://youtube.com/watch?v=DAlgowq8Ihg) 2026-02-13T22:00Z 110K followers, [----] 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](https://youtube.com/watch?v=gSHHdoHw9MQ) 2026-02-13T19:02Z 110K followers, 15.9K 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](https://youtube.com/watch?v=oKXgOKZlPeQ) 2026-02-12T21:30Z 110K followers, [----] 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](https://youtube.com/watch?v=pAY2Al618OY) 2026-02-13T21:14Z 110K followers, [----] 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](https://youtube.com/watch?v=-bQtPeS8FDU) 2026-02-06T19:13Z 110K followers, 17.8K 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](https://youtube.com/watch?v=2F5u-P8P-E0) 2024-07-31T21:51Z 110K followers, [---] 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](https://youtube.com/watch?v=4PAjdK0pOms) 2026-02-09T22:30Z 110K followers, 10.9K 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](https://youtube.com/watch?v=A9p-1ph3LIA) 2026-01-24T00:00Z 110K followers, 45.7K engagements "The Data Problem: Building Infrastructure for the Worlds Most Valuable Enterprise Asset 00:00:18 - The Significance of AI at Enterprise Scale 00:00:43 - Longstanding Challenges in Data Management 00:01:05 - How AI Has Amplified the Data Problem 00:02:50 - Why Traditional Data Architectures Fall Short 00:05:08 - Defining Business Outcomes Before AI Design 00:06:43 - Complexity of Hybrid Edge Cloud and On-Prem Environments 00:09:01 - Shifting to Truly Data-Driven AI Initiatives 00:10:46 - Trade-offs Between Cost Performance and Architecture 00:12:21 - Data Sovereignty and Security as" [YouTube Link](https://youtube.com/watch?v=ALNo_l3f4q0) 2026-01-19T21:00Z 110K followers, 29.1K 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](https://youtube.com/watch?v=BAZlRS6HvK8) 2026-02-05T23:28Z 110K followers, 13.2K engagements "The View from Davos with Infosyss Anand Swaminathan 00:02 The Davos Context: AI Policy and Enterprise Complexity 01:03 Infosys at Davos [----] 02:01 From What Is AI to ROI and Real Outcomes 03:57 Shifting Spend: From Keep the Lights On to AI-Driven Growth 04:59 Agentic AI and the Developer Inflection Point 05:37 Enterprise Risk: Security Resilience and Responsible AI 07:34 Telcos as the Backbone of Sovereign AI 08:34 AI Adoption Belief and the CapEx Debate 09:30 Advice for Students and Professionals Entering the AI Era 11:23 Power Infrastructure and the Next AI Constraint 12:31 Optimism" [YouTube Link](https://youtube.com/watch?v=DlpptE649N8) 2026-01-21T23:49Z 110K followers, 19.8K 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 $PANW #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business @DrillDownPod" [YouTube Link](https://youtube.com/watch?v=FfRESHQ40Ec) 2024-08-20T01:37Z 110K followers, [----] engagements "The View From Davos with IBM's Rob Thomas on Turning AI Spend Into Real Enterprise Value 00:01:06 IBM's Role in AI and Government 00:02:03 Extracting Value from AI 00:02:44 Challenges in AI Adoption 00:04:24 Cultural Shifts for AI Success 00:06:24 Starting with Boring Tasks 00:08:07 Defining Use Cases and Metrics 00:10:12 The Role of Chief AI Officer 00:11:36 Advice for Large Companies on AI 00:14:03 Future of Software Development and AI The AI ROI gap isnt between ambition and technology. Its between ambition and execution. From Davos Patrick Moorhead and Daniel Newman are with IBMs Rob" [YouTube Link](https://youtube.com/watch?v=HEwZIrtVLx8) 2026-01-27T22:00Z 110K followers, 22.2K engagements "Data isnt a line item that companies can negotiate away At Lenovo Tech World Vlad Rozanovich called out a hard truth many enterprises are facing as they re-architect for AI: budgets get tight & tradeoffs get tempting but data sovereignty and security are non-negotiable. Once your data is compromised the business impact is immediate and severe" [YouTube Link](https://youtube.com/watch?v=Ng2NAfT1MBo) 2026-02-10T20:00Z 110K followers, 11.9K engagements "Drill Down Earnings Shorts Ep. 197: Analog Devices Q3 earnings essentials ($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](https://youtube.com/watch?v=OtoDhQILr7I) 2024-08-22T03:52Z 110K followers, [---] engagements "Broadcoms Breakthrough CPO Architecture for Scale-Up and Scale-Out AI Networking - Virtual Webcast 0:00 Intro: AI's transformative impact on industries 5:29 Co-packaged optics: From vision to reality 10:34 Broadcom's journey in developing CPO technology 15:31 Meeting hyperscaler needs with heterogeneous environments 18:06 Conclusion: CPO solving power and reliability issues What does Broadcom's new switch (Tomahawk 6-Davisson) mean for the future of high-bandwidth energy-efficient AI networking Host Patrick Moorhead Founder CEO and Chief Analyst at Moor Insights & Strategy is joined by" [YouTube Link](https://youtube.com/watch?v=Pysi1ugrtx8) 2025-10-08T13:15Z 110K followers, 34.3K 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](https://youtube.com/watch?v=Q2PaLQe-yGY) 2026-02-11T23:31Z 110K followers, [----] engagements "a16z' Martin Casado on The Reality of AI Scale - Off The Record What's the biggest constraint to AI at scale Regulation might be the culprit. Episode [---] of The Six Five Pod gets straight to the real bottleneck behind AI scale. @PatrickMoorhead and @danielnewmanUV unpack why compute and power are not the only gating factors and why permitting policy and execution capacity now decide who can build fast enough to win. Featuring Martin Casado of @a16z on why removing friction matters as much as adding infrastructure" [YouTube Link](https://youtube.com/watch?v=Q_bNOYbFU80) 2026-01-13T22:23Z 110K followers, [---] engagements "Drill Down Earnings Ep. 96: Fortinet Q1 earnings essentials ($FTNT) Instant analysis of Fortinet ($FTNT) Q1 earnings as we hear from CEO Ken Xie. 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 #fortinet #earnings @fortinet $FTNT #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business @DrillDownPod" [YouTube Link](https://youtube.com/watch?v=SgcXJ1m-FQU) 2024-05-03T01:42Z 110K followers, [----] engagements "Futurum Live From the Show Floor with Kyndryl's Frank DeMarco at SHARE Dallas [----] Futurum Research Senior Analyst and VP of Sales Steven Dickens talks with Frank DeMarco VP Development at Kyndryl about the company's recent launch their partnerships with hyperscalers and the extensive apprenticeship and training program that keeps their [----] member delivery team skilled and trained. #mainframe #hyperscalers #tech #technology #Kyndryl #FrankDeMarco #SHARE #SHAREDallas2022 #StevenDickens #Futurum #FuturumResearch" [YouTube Link](https://youtube.com/watch?v=WAibbHUWu68) 2022-03-30T05:20Z 110K followers, 13.5K 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](https://youtube.com/watch?v=Y3ykh55xDcA) 2026-02-06T22:51Z 110K followers, [----] 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](https://youtube.com/watch?v=YlbwTCw9RyA) 2026-02-10T17:34Z 110K followers, 13.4K 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](https://youtube.com/watch?v=a7X09HPzgeA) 2026-01-28T21:30Z 110K followers, 15.7K engagements "Drill Down Earnings Shorts Ep. 146: NXP Semiconductors Q1 earnings essentials ($NXPI) Why NXP Semiconductors' Stock Is Plummeting: Negative [--] Percent Automotive Sales. Instant analysis of NXP Semiconductors ($NXPI) Q1 earnings as we hear from CEO Kurt Sievers. 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 #nxp #earnings @NXPDeveloperZone $NXPI #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductorstocks #stocks #trading #business" [YouTube Link](https://youtube.com/watch?v=cJcTnYXv1O4) 2024-07-23T16:43Z 110K followers, [---] engagements "Drill Down Earnings Shorts Ep. 124: HP Q2 earnings essentials ($HPQ) Instant analysis of HP ($HPQ) Q2 earnings as we hear from CEO Enrique Lores. 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 #hp #earnings @HP $HPQ #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business @DrillDownPod" [YouTube Link](https://youtube.com/watch?v=dKqGiUOClL8) 2024-05-30T01:15Z 110K followers, [----] engagements "How Custom HBM is Shaping AI Chip Technology - Six Five On The Road at Marvell Industry Analyst Day How is the ever increasing AI demand and workloads affecting memory Six Five is On The Road at Marvell Industry Analyst Day to answer just that. Hosts Patrick Moorhead and Daniel Newman are joined by Marvell Technology Samsung Semiconductor and SK hynix America executivesIn Dong Kim Sunny Kang and Will Chu for a conversation on the collaboration between Marvell Samsung and SK Hynix on custom high bandwidth memory (HBM) solutions aimed at enhancing the processors driving accelerated" [YouTube Link](https://youtube.com/watch?v=dhfEOtm9o04) 2024-12-17T20:03Z 110K followers, 12K engagements "DDE Shorts Ep. 62: A quick look at Marvell ($MRVL) and its fiscal third quarter earnings report. A rapid-fire insightful look at breaking earnings from Marvell ($MRVL) as we hear from CEO Matt Guitar Murphy. (Okay its a different Matt Murphy but still a fascinating story) 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 #marvell #earnings @Marvell $MRVL #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business" [YouTube Link](https://youtube.com/watch?v=ffvNSDazmaY) 2024-03-08T03:05Z 110K followers, [---] engagements "AI inferencing at scale isnt optional when downtime costs real money At Lenovo Tech World Anwar Ghuloum explains why hybrid AIrunning intelligence locally at the edge and on the factory flooris mission-critical for fast defect detection resilience and real-time operations. Watch the full video to see how enterprises overcome AI bottlenecks and scale inference where it matters most" [YouTube Link](https://youtube.com/watch?v=fik3dEtHIZo) 2026-02-09T19:45Z 110K followers, 20K engagements "Scaling AI with Astera Labs Smart Fabric Switch Portfolio - Six Five On the Road On this episode of Six Five On the Road host Patrick Moorhead is joined by Astera Labs' Jitendra Mohan and Thad Omura for a conversation on scaling AI through innovative solutions like the new Scorpio Smart Fabric Switch Portfolio and overall understanding the journey and vision of Astera Labs. Their discussion covers: - Astera Labs journey to enabling AI infrastructure and reflections on their IPO - The challenges of keeping up with demand for AI models next-gen GPUs and AI accelerators as discussed by Thad" [YouTube Link](https://youtube.com/watch?v=hFxHHebtI8w) 2024-10-08T20:30Z 110K followers, [----] engagements "Drill Down Earnings Shorts Ep. 198: Synopsys Q3 earnings essentials ($SNPS) Synopsys Q3 Earnings: Design IP Business Soars by 278% Instant analysis of Synopsys ($SNPS) Q3 earnings as we hear from CEO Sassine Ghazi. 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 #synopsys #earnings $SNPS #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading @DrillDownPod" [YouTube Link](https://youtube.com/watch?v=hHOAKdIfSzs) 2024-08-22T03:55Z 110K followers, [----] 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](https://youtube.com/watch?v=i6BuKINuULw) 2026-01-20T23:30Z 110K followers, [----] engagements "Dell and Broadcoms Next-Gen Networking: Tomahawk [--] and Enterprise SONiC Power the AI Fabric 00:00:00 - Introduction to AI and Networking 00:00:30 - The Importance of Networking in AI 00:02:32 - Cooling Solutions and Power Constraints 00:04:21 - Introducing Tomahawk [--] 00:05:41 - Understanding the Form Factor of Networking Devices 00:06:58 - Low Latency and High Packet Rate Switching 00:08:07 - The Role of Software: Sonic and Beyond 00:09:48 - Benefits of Direct Liquid Cooling (DLC) 00:11:51 - Open Managed Networking Explained 00:12:20 - Future-Proofing Your Infrastructure 00:15:05 - Advice for" [YouTube Link](https://youtube.com/watch?v=j4-M0t-oUuU) 2025-11-20T21:00Z 110K followers, 25.2K 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](https://youtube.com/watch?v=oyUdFGkOKVA) 2026-02-06T19:16Z 110K followers, 12.3K 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](https://youtube.com/watch?v=p5tY-KUvtJY) 2026-01-26T23:00Z 110K followers, 26.8K 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](https://youtube.com/watch?v=t1lUSQIa1xY) 2026-01-30T21:00Z 110K followers, 23.3K 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](https://youtube.com/watch?v=t1oMWz7XT48) 2026-02-11T19:30Z 110K followers, [----] engagements "Drill Down Earnings Shorts Ep. 121: Intuit Q2 earnings essentials ($INTU) Instant analysis of Intuit ($INTU) Q2 earnings as we hear from CEO Sasan Goodarzi. 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 #intuit #earnings @intuit $INTU #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business @DrillDownPod" [YouTube Link](https://youtube.com/watch?v=uDVdYVu7hcs) 2024-05-24T00:56Z 110K followers, [---] engagements "Garbage prompts in = Garbage out AI outcomes arent magic they come down to how well you frame the problem. On The Main Scoop Ep. [--] Brent Foster (TD Bank Group) joins Daniel Newman (Futurum) and Greg Lotko (Broadcom) to break down why better prompts = better outcomes and how prompt libraries turn individual wins into team-wide advantage. Watch the full episode to see how leading teams operationalize this shift" [YouTube Link](https://youtube.com/watch?v=vBZ23_no8Vw) 2026-02-06T19:18Z 110K followers, 17.7K engagements "Drill Down Earnings Shorts Ep. 154: KLA Q4 earnings essentials ($KLAC) KLA's Strong Q2 Results - $2 57B Revenue and 9% Growth. Instant analysis of KLA ($KLAC) Q4 earnings as we hear from CEO Rick Wallace. 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 #kla #earnings @KLA $KLAC #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductorstocks #stocks #trading #business @DrillDownPod" [YouTube Link](https://youtube.com/watch?v=zM5_OBLCCvs) 2024-07-25T01:20Z 110K followers, [----] engagements "Marvell Industry Analyst Day 2021: Marvell Debuts AtlasOne Chip For this vignette of a recent episode of the Futurum Tech Webcast Part of the 5G Factor series analysts Ron Westfall and Shelly Kramer examine the debut of the Marvell AtlasOne chipset the companys 50Gbps PAM4 chipset solution for 5G fronthaul targeted at improving performance for integrated radio access networks (RAN) as well as Open (O-RAN) and virtualized (vRAN) architectures. To meet growing 5G capacity demands mobile operators are prioritizing fronthaul solutions that scale beyond 25G. The Marvell AtlasOne chipset optimized" [YouTube Link](https://youtube.com/watch?v=t8foAPU-PAg) 2021-12-22T14:49Z 103K followers, 20.9K engagements "Drill Down Earnings Ep. 66: A quick look at Smartsheet ($SMAR) and its fiscal Q3 earnings report. A rapid-fire insightful look at breaking earnings and mild guidance from Smartsheet ($SMAR). CEO Mark Mader explains how self-directed customers will reignite growth. 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 #smartsheet #earnings @Smartsheet $SMAR #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business" [YouTube Link](https://youtube.com/watch?v=tHmZizeQAJU) 2024-03-15T01:06Z 104K followers, 39.6K engagements "AI Predictions: Reflecting on the Past Shaping the Future - Dells AI & Us Series 0:00 Intro 1:29 Unexpected Enterprise AI Adoption Obstacles 3:00 AI Governance Becomes Critical Priority 4:17 Data Management as AI Backbone 5:35 Agentic AI Evolution and Continuity Management 8:39 Data Gravity and Cloud Infrastructure Shifts 10:35 AI Factory Disaster Recovery Strategies 13:12 Mission Critical AI Systems Reality 14:20 Sovereign AI Infrastructure and Enterprise Collaboration 17:14 Government Investment in AI Infrastructure 19:13 Quantum Computing Breakthrough Warning 21:16 Robotics Revolution Wild" [YouTube Link](https://youtube.com/watch?v=tRVl5oqQ-e8) 2025-12-10T16:01Z 105K followers, [----] engagements "GitHub's Latest Play: Is AI boosting their user count 💡 GitHub's Latest Play: Is AI boosting their user count 💡 Over 80% of GitHub users now use an AI tool. Jason Andersen Vice President and Principal Analyst at Moor Insights and Strategy explores whether this massive momentum means AI is fundamentally changing the type and size of repositories being created. This is a trend to watch closely" [YouTube Link](https://youtube.com/watch?v=tXVXlAclxJI) 2025-10-31T17:45Z 103K followers, 50.2K engagements "5G Factor: Private 5G Kindling In this episode of The 5G Factor our series that focuses on all things 5G the IoT and the 5G ecosystem as a whole we review new private 5G (P5G) ecosystem advances including Ciscos collaboration with Augmentir Nokia and Logicalis to boost adoption of the Cisco Mobility Services Platform across enterprises Tesla building its P5G network at its Berlin gigafactory and Verizon completing the first phase of certifying Nokias DAC for the Verizon Business Private 5G Network portfolio. Our analytical review spotlighted: Cisco Private 5G Ecosystem Credentials Wax. At the" [YouTube Link](https://youtube.com/watch?v=tZJW4Gp5_IY) 2024-05-15T21:43Z 105K followers, 23.4K engagements "Lenovos VP of Cloud Solutions on How Cloud and On-Prem Are Evolving Together in the AI Era 00:00:00 Introduction and Event Overview 00:01:30 Evolution of Cloud Service Providers 00:03:40 AI and Cloud Architecture 00:05:50 Global Scale and Manufacturing 00:07:30 AI Workloads and Deployment Flexibility 00:09:50 Challenges in AI Hybrid Cloud Era 00:12:00 Multi-Cloud Strategies and User Experience AI is reshaping the relationship between cloud providers and enterprise infrastructure not replacing one with the other. Recorded live at Lenovo Tech World at CES in Las Vegas hosts Patrick Moorhead and" [YouTube Link](https://youtube.com/watch?v=tZUiSQ9355g) 2026-01-13T21:01Z 106K followers, [----] engagements "Drill Down Earnings Ep. 175: Cloudflare Q2 earnings essentials ($NET) Instant analysis of Cloudflare ($NET) Q2 earnings as we hear from CEO Matthew Prince. 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 @cloudflare #cloudflare #earnings $NET #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business @DrillDownPod" [YouTube Link](https://youtube.com/watch?v=tZaTAYigDYg) 2024-08-02T17:53Z 103K followers, [----] engagements "HP bought Humane AI -- what's next Patrick Moorhead and Daniel Newman decode the implications of HP's acquisition of Humane AI on Ep. [---] of The Six Five Pod" [YouTube Link](https://youtube.com/watch?v=tbE9JAVw0mI) 2025-02-22T04:26Z 79K followers, [---] engagements "Drill Down Earnings Ep. 178: Palantir Technologies Q2 earnings essentials ($PLTR) Instant analysis of Palantir Technologies ($PLTR) Q2 earnings as we hear from Futurum Group analyst Steven Dickens. 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 #palantirtechnologies #earnings @Palantir Technologies $PLTR #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductorstocks #stocks #trading #business @DrillDownPod" [YouTube Link](https://youtube.com/watch?v=tcEnFhH0OuI) 2024-08-06T00:16Z 103K followers, [----] engagements "Intel Mobileye + Luminar = Moovit Robotaxi - Episode [--] - Six Five Podcast Intel Mobileye + Luminar = Moovit Robotaxi https://futurumresearch.com/research-notes/iaa-mobility-2021-luminar-and-intel-mobileye-partner-on-robotaxi-service/ Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice" [YouTube Link](https://youtube.com/watch?v=tj06YqUZF34) 2021-09-11T00:12Z 103K followers, [----] engagements "Drill Down Earnings Shorts Ep. 132: Crowdstrike Q1 earnings essentials ($CRWD) Instant analysis of Crowdstrike ($CRWD) Q1 earnings as we hear from CEO George Kurtz. 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 #crowdstrike #earnings @CrowdStrike $CRWD #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business @DrillDownPod" [YouTube Link](https://youtube.com/watch?v=tlMSmZncdjI) 2024-06-05T18:07Z 105K followers, [---] engagements "Netflix Q1 earnings: Revenge of the Mooch - Drill Down Earnings Shorts [--] A rapid-fire insightful look at breaking earnings from Netflix ($NFLX) as we hear from CEO Ted Serandos. 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 #netflix #earnings @Netflix $NFLX #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business @DrillDownPod" [YouTube Link](https://youtube.com/watch?v=tyBf_lQfIWw) 2024-04-19T00:54Z 103K followers, [---] engagements "Why SONiC Is Powering the Modern Data Center: Dells Journey to Open Scalable Networking 00:00:00 - Introduction to SC25 and Guest Introduction 00:00:38 - Overview of Saurabh Kapoor's Role at Dell 00:01:18 - What is SONIC 00:02:48 - The Importance of Open Standards in AI Infrastructure 00:03:26 - Time to Value and Trust in AI Technologies 00:05:49 - Dell's Experience with SONIC at Scale 00:08:08 - Reassuring Enterprises About Open Networking 00:10:17 - Avoiding Vendor Lock-In with Open Standards 00:12:26 - Best Practices for Building Scalable Infrastructure 00:14:44 - The Flexibility of Dell's" [YouTube Link](https://youtube.com/watch?v=u7incnkk66E) 2025-11-21T20:30Z 105K followers, [----] engagements "Why Rack-Scale Architecture Matters: Preparing Data Centers for the Next Wave of AI 00:00:00 - Introduction to Rack Scale Architecture 00:01:00 - Understanding Rack Scale and Its Importance 00:02:41 - The Shift to Liquid Cooling 00:05:11 - Operational Changes with Rack Scale Integration 00:06:35 - Addressing Concerns About Liquid Cooling 00:08:42 - The Role of Dell in Rack Scale Solutions 00:09:24 - Lessons Learned from Rack Scale Deployments 00:10:28 - Innovations in Cooling Technology 00:12:30 - Power Consumption in Modern Racks 00:14:08 - Future Power Capabilities of Racks 00:16:23 -" [YouTube Link](https://youtube.com/watch?v=uBHBlIK74f8) 2025-11-26T22:23Z 105K followers, [----] engagements "The Six Five On the Road at Cloudera Headquarters On this episode of The Six Five On the Road hosts Daniel Newman and Patrick Moorhead are joined by Clouderas Charles Sansbury CEO and Luke Roquet Senior Vice President of Marketing at Cloudera Headquarters for a discussion on how Cloudera has uniquely enabled their customers to solve problems around data management helping to guide them in making impactful transformative disruptive business decisions with their data. Their conversation covers: * What drove the decision behind Charles taking the position as Clouderas new CEO and what he is most" [YouTube Link](https://youtube.com/watch?v=ud2xdZkcLpA) 2023-09-13T19:47Z 104K followers, 28.4K engagements "Drill Down Earnings Shorts Ep. 189: Trade Desk Q2 earnings essentials ($TTD) Breaking Down Trade Desk's Q2 Earnings: Impressive Growth and Profitability. 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 #earnings $TTD #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business @DrillDownPod" [YouTube Link](https://youtube.com/watch?v=udQNzH9H0TY) 2024-08-08T22:39Z 100K followers, [---] engagements "AI Infrastructure Connectivity: Strategies and Recommendations from Broadcom - Six Five Summit 0:00 Intro: Broadcom's role in accelerating AI 5:53 Connectivity's crucial importance in AI infrastructure 11:12 Open networking standards for AI environments 15:29 PCIe Gen 6: State-of-the-art connectivity for AI 18:13 Ethernet winning for scale-out networking in AI 24:20 Innovation in AI NICs and cabling solutions 29:47 Final thoughts: Prepare for rapid AI innovation How is accelerated computing fueling the next era of AI breakthroughsfrom model training to real-time inference Find out in this" [YouTube Link](https://youtube.com/watch?v=ul_x_CLhM-s) 2025-07-08T19:30Z 103K followers, [----] 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" [YouTube Link](https://youtube.com/watch?v=uphXlgd7Ry0) 2024-02-07T04:31Z 105K followers, [---] engagements "Pure Storage Q3FY25 Earnings - Episode [---] - Six Five Podcast Pure Storage Q3FY25 Earnings https://x.com/PatrickMoorhead/status/1864118303599546864 https://x.com/danielnewmanUV/status/1864062565699006759 https://investor.purestorage.com/financial-information/quarterly-results/default.aspx https://www.investors.com/news/technology/pure-storage-stock-earnings-q3-2024-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](https://youtube.com/watch?v=uwcpaSAD7ss) 2024-12-06T17:27Z 106K followers, [---] engagements "Liquid Cooling at the Forefront: Redefining Performance Standards Six Five On The Road 00:00:00 - Introduction to SC25 and Castrol 00:01:14 - Challenges in Liquid Cooling for Data Centers 00:02:44 - Importance of the Right Liquid Cooling Solution 00:03:25 - End-to-End Service Capabilities of Castrol 00:04:20 - Strategic Investment of Castrol in ECS 00:05:48 - Brand Recognition and Trust through Partnership 00:06:46 - Unique Capabilities of ECS in Liquid Cooling 00:08:06 - Complexity of Liquid Cooling Systems 00:09:36 - The Future of Liquid Cooling and Immersion Cooling 00:12:58 - Conclusion" [YouTube Link](https://youtube.com/watch?v=uyrpGnnop1Q) 2025-11-25T18:31Z 105K followers, [----] engagements "Drill Down Earnings Ep. 216: GameStop Q2 earnings essentials ($GME) GameStop's Q2 Earnings: Business Stinks Stock Sales Rock Instant analysis of GameStop ($GME) Q2 earnings as we hear from CEO Ryan Cohen. 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 @GameStop #gamestop #earnings $GME #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business @DrillDownPod" [YouTube Link](https://youtube.com/watch?v=v6wFiUgazVY) 2024-09-10T23:13Z 104K followers, [---] engagements "Drill Down Earnings Ep. 105: Rivian Q1 earnings essentials ($RIVN) Instant analysis of Rivian ($RIVN) Q1 earnings as we hear from CEO and Founder R.J. Caringe . 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 #rivian #earnings @Rivian $RIVN #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business @DrillDownPod" [YouTube Link](https://youtube.com/watch?v=vIVIktmUZdE) 2024-05-08T01:56Z 104K followers, [----] engagements "5G and Airports Much Ado About Nothing Netcracker and T Mobile and AT&T and Dish In the latest episode of The 5G Factor a Futurum Research production focused on the 5G ecosystem latest news and trends Futurum analysts Shelly Kramer and Ron Westfall cover Netcracker and T-Mobile expanding their strategic partnership T-Mobile keeps winning the 5G speed war AT&T and Dish win big in the Andromeda Auction and T-Mobile and renewable energy. #5G #The5GFactor #TMobilespeed #TMobilerenewableenergycommitment #ATTDishAndromedaauction #TMobileNetcrackerpartnership #OpensignalUSA5GExperienceReport" [YouTube Link](https://youtube.com/watch?v=vJMMNfYPrTg) 2022-02-14T23:24Z 104K followers, 19.2K engagements "Google Clouds Customer Experience and Success at Next [--] 0:00 Intro: Google Cloud Next [----] in Las Vegas 5:24 Top customer concerns: AI value and speed 7:42 Multi-cloud and sovereign cloud discussion 12:01 Future goals: Co-innovation and customer growth The future of cloud is being driven by REAL business outcomes. ☁ At Google Cloud Next [----] hosts Patrick Moorhead and Daniel Newman are joined by Hayete Gallot President Customer Experience at Google Cloud to share how the company is structuring its approach to empowering businesses to effectively leverage AI. From the strategic significance" [YouTube Link](https://youtube.com/watch?v=vNbhY-EBCbs) 2025-04-16T23:01Z 104K followers, [----] engagements "The Six Five On the Road: IBM's Full Stack Approach to the Future of Computing On this episode of The Six Five On The Road hosts Daniel Newman and Patrick Moorhead are joined by some of IBMs leading minds to talk about IBMs full stack infrastructure and the future of computing. Their conversations covered: * IBMs semiconductor vision and ecosystem with Dr. Mukesh Khare VP Hybrid Cloud at IBM Research * The benefits of fundamental science and technology innovation with IBMs Ross Mauri GM IBM Z and LinuxONE * How IBMs Cloud fits into their full stack and impacts the future of computing with" [YouTube Link](https://youtube.com/watch?v=vSD0c27QdgE) 2022-08-26T16:08Z 103K followers, 26.7K engagements "Qualcomm Earnings $QCOM - Episode [---] - Six Five Podcast Qualcomm Earnings $QCOM https://twitter.com/PatrickMoorhead/status/1456005521656451082s=20 https://futurumresearch.com/research-notes/qualcomms-fiscal-wraps-q4-with-strong-growth-across-its-segments/ https://twitter.com/YahooFinance/status/1456002621173608452s=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](https://youtube.com/watch?v=vbv3CWVJegU) 2021-11-05T21:01Z 107K followers, 10.2K engagements "Powering the Future of AI: HPEs Scalable Vision with Trish Damkroger - Six Five On The Road How are leading enterprises scaling truly advanced AI from generative to agentic models with unyielding security and performance Discover the definitive strategies from HPE Discover Las Vegas [----] Join hosts David Nicholson and Keith Townsend for a compelling conversation with Trish Damkroger Senior Vice President and General Manager HPC & AI Infrastructure Solutions at Hewlett Packard Enterprise (HPE). Get deep insights into HPE's unique approach to creating scalable secure infrastructure precisely" [YouTube Link](https://youtube.com/watch?v=vn4iuNKi8eE) 2025-07-02T18:10Z 103K followers, [----] engagements "AMD and Solidigm Power the Open AI Ecosystem - Six Five On the Road On this episode of the Six Five On The Road hosts Keith Townsend and Dave Nicholson are joined by AMD's Robert Hormuth and Mark Orthodoxou for a conversation on how AMD and Solidigm are collaborating to power the open AI ecosystem. Their discussion covers: - Innovations in data center solutions and Instinct Data Center GPUs by AMD. - The evolving landscape of AI technologies and their applications. - The role of AMD and Solidigm in fostering an open AI ecosystem. - Challenges and opportunities in the current AI market. #AMD" [YouTube Link](https://youtube.com/watch?v=vnoiB0CAkxQ) 2024-07-30T16:00Z 105K followers, [----] engagements "Lattice Nexus [--] Demo - Six Five In the Booth at Lattice Developers Conference [--] Could the Lattice Nexus make waves for other FPGA platforms It boasts improvements to power efficiency connectivity options and security features in edge computing. Hosts Patrick Moorhead and Daniel Newman are joined by Lattice Semiconductor's Deepak Boppana for a demo of the key innovations in the Lattice Nexus [--] platform on this episode of Six Five In the Booth at Lattice Developers Conference [--]. Watch the full video for more on: - The innovative features and capabilities of the Lattice Nexus [--] platform -" [YouTube Link](https://youtube.com/watch?v=vu6C7Rh3f2k) 2024-12-11T22:50Z 104K followers, [----] engagements "Drill Down Earnings Ep. 172: Intel Q2 earnings essentials ($INTC) Breaking News: Intel Slashes Jobs and Dividend Stock Plunges Instant analysis of Intel ($INTC) Q2 earnings as we hear from CEO Pat Gelsinger. 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 @Intel #intel #earnings $INTC #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductorstocks #stocks #trading #business @DrillDownPod" [YouTube Link](https://youtube.com/watch?v=w1GjyGjSt70) 2024-08-01T23:19Z 104K followers, [---] engagements "AI is hot but spending blind is NOT the move. ☕👀 AI is hot but spending blind is NOT the move. 👀 Ever feel pressured to throw money at an AI project without knowing the value You're not alone. Jason Andersen VP and Principal Analyst at Moor Insights and Strategy shares his take on the TBM Conference [----] stats showing 64% of CIOs feel board pressure to spend on AIand why that leads to project failure. It's time to talk about where the AI money is really going" [YouTube Link](https://youtube.com/watch?v=w9ugj5Uw1GY) 2025-11-13T17:12Z 104K followers, 26.9K engagements "The Power of the CDP: How to Maximize Insights for Better Customer Experiences In this episode of the Futurum Tech Webcast Im joined by Matt Nolan Senior Director of Product Marketing Decision Sciences to talk about one of my favorite topics: data analytics and how you can use them to provide customers with top notch experiences. We also explore Pegas latest product release: Pega Customer Data Connectors which I see as a definite gamechanger for organizations in every industry. For consumers whether B2B or B2C experiences can be the difference between a closed sale and a lost revenue" [YouTube Link](https://youtube.com/watch?v=wC1ltvjLGjE) 2022-10-28T13:11Z 103K followers, 23K engagements "Palo Alto Networks on their Strategies for AI Security - Six Five On The Road 0:00 Intro: RSA conference and cybersecurity trends 5:42 Platformization and real-time security needs 11:54 Staying ahead of rapidly evolving technology 15:14 Balancing best-of-breed vs platform approaches 18:09 Competition from cloud providers in security 20:26 Navigating economic uncertainty in tech investing The cybersecurity battleground is shifting and the stakes have never been higher ⚠ Palo Alto Networks Chairman and CEO Nikesh Arora joins hosts Patrick Moorhead and Daniel Newman at RSAC [----] to explore the" [YouTube Link](https://youtube.com/watch?v=wDaYw1UqTm8) 2025-04-30T01:03Z 106K followers, [----] engagements "DDE Shorts Ep. 60: A quick look at Broadcom ($AVGO) and its fiscal third quarter earnings report. A rapid-fire insightful look at breaking earnings from Broadcom ($AVGO) and comments from the charismatic CEO Hock Tan. Its the business story behind a stock on the move. 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. https://x.com/corytv #broadcom #earnings @Broadcom #vmwareexplore $AVGO #technology #software" [YouTube Link](https://youtube.com/watch?v=wMxnnYSUhzI) 2024-03-08T01:18Z 106K followers, [---] engagements "Drill Down Earnings Ep. 76: A quick look at IBM ($IBM) and its Q1 earnings report A rapid-fire insightful look at breaking earnings from IBM ($IBM) as we hear from CEO Arvind Krishna. 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 #ibm #earnings @IBM $IBM #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business @DrillDownPod" [YouTube Link](https://youtube.com/watch?v=wNXcdsqhiLU) 2024-04-24T23:52Z 104K followers, 31.7K engagements "Drill Down Insider Shorts Infleqtion CEO Mathew Kinsella - The PRESENT and quantum technology In this episode we sit down with Mathew Kinsella CEO of Infleqtion to explore the exciting world of quantum technology. Beyond the buzz about quantum computing Mathew sheds light on the broader applications of quantum technology that are already making a real impact. We delve into specific examples across defense telecom enterprise and more showcasing the diverse range of industries benefiting from quantum advancements. Mathew also discusses the immense market opportunity and the growing competition" [YouTube Link](https://youtube.com/watch?v=wUb_mV7aBPI) 2024-09-04T19:09Z 105K followers, [----] engagements "Drill Down Earnings Ep. 82: A quick look at Alphabet ($GOOG) and its Q1 earnings report. A rapid-fire insightful look at breaking earnings from Alphabet ($GOOG) as we hear from CEO Sundar Pichai. 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 #Alphabet #Earnings @Alphabet $TICKERTK #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod" [YouTube Link](https://youtube.com/watch?v=wdLbpkOoWVI) 2024-04-26T02:27Z 106K followers, [---] engagements "Drill Down Earnings Ep. 147: Spotify Q2 earnings essentials ($SPOT) Instant analysis of Spotify ($SPOT) Q2 earnings as we hear from CEO Daniel Ek. 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 @Spotify #spotify #earnings $SPOT #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductorstocks #stocks #trading #business @DrillDownPod" [YouTube Link](https://youtube.com/watch?v=wjHT66mpldA) 2024-07-23T18:03Z 107K followers, [----] engagements "The Twitch Hack Its Personal Its Big and if Youre in Network Security Scary AF In this excerpt from our Futurum Tech Webcast Cybersecurity Shorts Series Futurum analysts Shelly Kramer and Fred McClimans explore the Twitch hack and why a massive hack of this nature is a nightmare for infosec community and should be a wakeup call as it relates to the primacy of network security. #Twitch #Twitchhack #Amazongamestreaming #Amazon #AWS #cybersecurity #infosec #security #CybersecurityShorts #Futurum #FuturumResearch Futurum is an independent research analysis and advisory firm focused on digital" [YouTube Link](https://youtube.com/watch?v=wrJMg4ePxMA) 2021-10-13T21:42Z 104K followers, 11.4K engagements "Information Readiness AI Maturity and Customer Impact Six Five On the Road 00:00:00 - Introduction to Open Text World [----] 00:00:19 - The Importance of Data Management for AI 00:01:10 - AI's Impact on Enterprises 00:01:55 - Sandy from OpenText Joins the Conversation 00:02:16 - OpenText's AI Implementation in Marketing 00:03:45 - Balancing Automation and Accuracy in AI 00:04:33 - The Role of Contextual Awareness in AI 00:07:11 - Redefining B2B Marketing with AI 00:09:02 - Navigating AI Terminology and Credibility 00:10:30 - The Future of B2B Marketing and AI Agents 00:12:35 - The Evolving Role" [YouTube Link](https://youtube.com/watch?v=xIEHZgHaVlE) 2025-11-25T20:00Z 105K followers, [----] engagements "Exploring Micron G9 NAND The World's Fastest NAND - Six Five Podcast On this episode of the Six Five Podcast host Daniel Newman is joined by Micron Technology's Russ Meyer Senior Vice President of NAND Technology Development for a conversation on the groundbreaking advancements in NAND technology. Micron a leading name in memory and storage solutions has recently unveiled a series of innovative products including the worlds fastest data center SSD and the revolutionary G9 NAND technology marking a significant leap in the storage industry. Their discussion covers: - Micron's back-to-back" [YouTube Link](https://youtube.com/watch?v=xXrb9Uky5z8) 2025-01-06T18:21Z 106K followers, [----] engagements "SAP Earnings $SAP - Episode [---] - Six Five Podcast SAP Earnings $SAP https://twitter.com/PatrickMoorhead/status/1584889116554326016s=20&t=Em4cT9mkdk1VXJplQRgJfw https://futurumresearch.com/research-notes/sap-q3-2022-revenue-up-15-to-7-8b-euros-as-cloud-rises-38/ https://twitter.com/danielnewmanUV/status/1584891399350018050s=20&t=O374nY6Q-rntVG0GRQICBg Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice" [YouTube Link](https://youtube.com/watch?v=xc-q-3kkjjI) 2022-10-28T17:36Z 103K followers, 15.9K engagements "Drill Down Earnings Ep. 55: A quick look at Zscaler ($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](https://youtube.com/watch?v=xeHeQbKx5fU) 2024-03-01T01:34Z 104K followers, 48.6K engagements "Has the Token Economy Arrived Decoding NVIDIAs GTC and the Future of AI On this episode of the Six Five Webcast - Infrastructure Matters hosts Camberley Bates Keith Townsend and Dion Hinchcliffe dive into the highlights and key takeaways from the recent GTC Conference. Topics include NVIDIA's strategies and dominance in the AI sector the ongoing challenges of AI infrastructure and the intriguing concept of a token economy as a measuring tool for AI costs. Their discussion covers: GTC Conference Highlights: An overview of the conference's growth significance and key announcements such as the" [YouTube Link](https://youtube.com/watch?v=xnOJNZVZZDk) 2025-03-31T20:59Z 105K followers, [---] engagements "Drill Down Earnings: The very latest as Paypal (PYPL) reports fourth quarter earnings Breaking earnings from Paypal (PYPL) with a look at the business story behind these earnings and some tough talk from the new CEO Alex Chriss 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 technology" [YouTube Link](https://youtube.com/watch?v=xo-itGnNcck) 2024-02-08T03:26Z 103K followers, 29.6K engagements "Drill Down Earnings Shorts Ep. 100: Lumentum Q3 earnings essentials ($LITE) Instant analysis of Lumentum ($LITE) Q3 earnings as we hear from CEO Alan Lowe. 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 #Lumentum #earnings @lumentum1789 $LITE #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business" [YouTube Link](https://youtube.com/watch?v=xwsla6CTf5w) 2024-05-06T23:47Z 106K followers, [---] engagements "Building Context-Aware AI for the Enterprise - Six Five On The Road 00:00:00 - Introduction and Childhood Reflections 00:01:00 - The Evolution of Content Consumption 00:02:00 - AI Opportunities Beyond LLMs 00:03:00 - Contextual AI and Enterprise Challenges 00:04:00 - Unlocking Enterprise Data for AI 00:05:00 - Balancing AI Readiness with Security 00:06:00 - Real-World Applications of AI in Supply Chains 00:07:00 - Managing AI Accuracy and Governance 00:08:00 - The Rise of AI-Generated Content 00:09:00 - Synthetic Data vs. Real Data in Enterprises 00:10:00 - The Importance of Real Data in AI" [YouTube Link](https://youtube.com/watch?v=xwuZOFbr9Do) 2025-11-21T22:01Z 104K followers, [----] engagements "Drill Down Earnings Ep. 136: Oracle Q4 [----] earnings essentials ($ORCL) Instant analysis of Oracle ($ORCL) Q4 [----] earnings as we hear from CEO chief technology officer and founder Larry Ellison. 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 #oracle #earnings @Oracle $ORCL #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business @DrillDownPod" [YouTube Link](https://youtube.com/watch?v=y2Iqb3CguSU) 2024-06-12T17:39Z 104K followers, [----] engagements "Todays Business Challenges Need a New Approach for Data Management - Futurum Tech Webcast On this episode of the Futurum Tech Webcast - Interview Series I am joined by Quantum Incs CEO Jamie Lerner for a conversation on how Quantum is solving the challenges of data management for todays business. Our discussion covers: * The current macro trends in the data management and storage markets * Quantums current portfolio and how it solves customers challenges in ways that other vendors cannot and which products are driving the most interest * Where the data management and data storage trends are" [YouTube Link](https://youtube.com/watch?v=y5CRB9yGFNI) 2023-10-12T18:37Z 105K followers, 29.2K engagements "The Flip Should the U.S. take equity stakes in frontier tech Should the government take stakes in tech 🤯 On this week's "The Flip" segment Daniel Newman argues that yes the government should act like a sovereign wealth fund taking equity stakes in essential industries (like Intel and rare earths) instead of just giving out grants that are never repaid. Patrick Moorhead counters that this model only makes sense in oligopolies and monopolies arguing that picking winners in competitive fields like Quantum would be impossible. Watch the full episode for this high-stakes debate on the future of" [YouTube Link](https://youtube.com/watch?v=y60rjO02IJA) 2025-11-04T19:00Z 103K followers, [----] engagements "Dreamforce 25: Salesforce is becoming a developer powerhouse 💪 Jason Andersen Vice President and Principal Analyst at Moor Insights & Strategy reviews the massive Agent Builder overhaul. He dives into AgentScript for deterministic code and the new MuleSoft Agent Fabric. A great evolution for low-code and pro-code teams" [YouTube Link](https://youtube.com/watch?v=y8xPpgofjZ4) 2025-10-17T23:39Z 103K followers, 17.3K engagements "Ep170 EARNINGSPALOOZA-Salesforce HPE MongoDB HP Pure Storage Broadcom Cisco Dell Technologies 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" [YouTube Link](https://youtube.com/watch?v=yCvWFvMMCXU) 2023-06-02T17:16Z 104K followers, 23.5K engagements "AWS Observability Update from AWS re:Invent [----] - Six Five On the Road 00:00:00 - Introduction to AWS reInvent [----] 00:01:00 - Keynote Highlights and Innovations 00:02:30 - The Growth of Startups on AWS 00:03:50 - Challenges in Modern Observability 00:05:10 - Rethinking Observability with AI 00:06:30 - The Role of Frontier Agents 00:08:00 - Importance of Agent Core Observability 00:09:30 - Market Growth and AI Platforms 00:10:15 - Unified Data Lake and Its Significance 00:11:30 - Efficiency of Agent Core vs. DIY Solutions 00:12:30 - Future of Observability and AI Integration 00:14:00 -" [YouTube Link](https://youtube.com/watch?v=yD0-Seqy9l8) 2025-12-17T19:01Z 105K followers, [----] engagements "Apple's AI sucks -- why people still buy it Daniel Newman and Patrick Moorhead dig into Apple and the "new" SE phone on Episode [---] of The Six Five Pod" [YouTube Link](https://youtube.com/watch?v=yEt1OqQdJRM) 2025-02-22T04:24Z 79.4K followers, [---] engagements "Groking Grok-3 - Episode [---] - Six Five Podcast Groking Grok-3 https://x.com/danielnewmanUV/status/1891845938404012528 https://x.com/danielnewmanUV/status/1891988379631239487 https://x.com/PatrickMoorhead/status/1891829617800982706 https://www.reuters.com/technology/artificial-intelligence/musks-xai-unveils-grok-3-ai-chatbot-rival-chatgpt-chinas-deepseek-2025-02-18/ https://www.nbcnews.com/tech/tech-news/musk-xai-releases-grok-3-rcna192670 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](https://youtube.com/watch?v=yK-4zTcBFas) 2025-02-21T17:08Z 104K followers, [----] engagements "Microsoft Earnings $MSFT - Episode [---] - Six Five Podcast Microsoft Earnings $MSFT https://twitter.com/PatrickMoorhead/status/1453099180050747397s=20 https://futurumresearch.com/research-notes/microsoft-sees-revenue-growth-accelerate-to-22-in-q1/ 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](https://youtube.com/watch?v=yjNRwImSDV0) 2021-10-29T17:25Z 104K followers, [----] engagements "GlobalFoundries Earnings - Episode [---] - Six Five Podcast GlobalFoundries Earnings https://twitter.com/PatrickMoorhead/status/1625508719273340932s=20 https://investors.gf.com/latest-quarterly-results https://futurumresearch.com/research-notes/globalfoundries-revenue-for-q4-2022-hits-2-1b-up-14-yoy/ https://youtu.be/itgylhx2GIc 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](https://youtube.com/watch?v=ylxJoL6KyAY) 2023-02-17T19:43Z 106K followers, 25K 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](https://youtube.com/watch?v=yqOsOPySzOQ) 2026-01-23T20:00Z 110K followers, [---] engagements "Driving the Next Era of Computing with Intel Foundry Services Semiconductors have never been more essential to the world. Recent events from pandemic-induced supply chain disruptions to geopolitical instabilities have shined a renewed spotlight on the importance of this strategic industry. Yet even as the world is witnessing unprecedented supply challenges demand for advanced chips continues to grow. This demand is driven by inflections in several industries from automotive electrification and autonomy to the emergence of domain-specific computing architectures in the data center. With its" [YouTube Link](https://youtube.com/watch?v=yvM_meijtxY) 2022-06-21T17:27Z 105K followers, 28.2K engagements "Drill Down Earnings Ep. 145: SAP Q2 earnings essentials ($SAP) Instant analysis of SAP ($SAP) Q2 earnings as we hear from CEO Christian Klein. 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 #sap #earnings @SAP $SAP #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductorstocks #stocks #trading #business @DrillDownPod" [YouTube Link](https://youtube.com/watch?v=z5oWZdP1Mpw) 2024-07-22T23:53Z 103K followers, [----] engagements "Unlocking Opportunities for Growth - The Six Five On the Road On this episode of the Six Five - On the Road hosts Daniel Newman and Patrick Moorhead are joined by HP's Dave McQuarrie Chief Commercial Officer for a conversation on leveraging growth markets and growth segments to drive business forward. Dave elaborates on why these areas are rich with untapped potential for partners aiming to expand their customer base and boost revenues. The discussion covers: * The significance of Growth Markets and Growth Segments like small to medium businesses as untapped opportunities for partners. *" [YouTube Link](https://youtube.com/watch?v=z9DpfRwzW0o) 2024-03-07T01:00Z 104K followers, 34.8K engagements "Powering the New Normal with SAS and The AIoT In this episode of the Futurum Tech Podcast - Interview Series Daniel Newman interviews Jason Mann VP of IoT at SAS. Their conversation centered around IoT and AIoT which is the Artificial Intelligence of Things and how companies are using this technology to drive innovation and gain a competitive advantage. When you think about the millions of connected devices generating a massive amount of data adding artificial intelligence capabilities into the equation enables you to infinitely more with the data. The AIoT has the power to transform" [YouTube Link](https://youtube.com/watch?v=zSQuk0yXCwM) 2020-05-06T19:06Z 104K followers, [--] engagements "Rakuten Symphony Strikes Up Alliance with Intel and Juniper to Deliver Symware For this vignette of a recent episode of the Futurum Tech Webcast Part of the 5G Factor series analysts Ron Westfall and Shelly Kramer assess the 5G ecosystem implications of the Rakuren Symphony Intel and Juniper Networks collaboration to develop Symware a carrier-grade Open RAN solutions aimed at modernizing radio cell sites by using the latest cloud-native architecture and capabilities. #Rakuten #RakutenSymphony #Intel #Juniper #Symware #cloud #5G #5GFactor #Futurum #FuturumResearch #FuturumTechWebcast Futurum" [YouTube Link](https://youtube.com/watch?v=zU5D6ceivhs) 2021-11-04T19:03Z 105K followers, [----] engagements "AI Everywhere: Why Inferencing Is the Turning Point from Building AI to Using It AI adoption is reaching an inflection point and inferencing is where the shift towards AI at scale becomes real. Patrick Moorhead and Daniel Newman are joined by Flynn Maloy Chief Marketing Officer of ISG at Lenovo to examine why inferencing is emerging as the capability that transforms AI from a research exercise into an operational tool. As organizations move beyond experimentation attention is turning to how AI is actually deployed in production environments. The discussion focuses on how organizations" [YouTube Link](https://youtube.com/watch?v=zUFYelNnB1c) 2026-01-13T18:31Z 106K followers, [----] engagements "Drill Down Earnings Ep. 171: Apple Q2 earnings essentials ($AAPL) Instant analysis of Apple ($AAPL) Q2 earnings as we hear from CEO Tim Cook. 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 @Apple #apple #earnings $AAPL #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductorstocks #stocks #trading #business @DrillDownPod" [YouTube Link](https://youtube.com/watch?v=z_V6HZhvZyk) 2024-08-01T22:45Z 105K followers, [---] engagements "Big Tech Earnings: Wins for MSFT NOW SAP IBM. Qualcomm's Guidance Hit. #TechEarnings #AI Microsoft crushed earnings ServiceNow is winning with or without AI and SAP & IBM delivered strong quarters. Meanwhile Qualcomm took a hit after issuing what many saw as weak guidance despite landing dead-center of expectations. They split the goalposts but investors wanted more upside. Get the full breakdown of earnings season from @DanielNewmanUV and @PatrickMoorhead on whats ahead for the big tech players on the latest episode of The Six Five Podcast 🎙 https://youtu.be/DGSy1TSveiwsi=BB7-CiFmCjpOEyn0" [YouTube Link](https://youtube.com/watch?v=zdUMbzLOSns) 2025-05-05T20:33Z 104K followers, 26K engagements "Drill Down Earnings Ep. 170: Mobileye Global Q2 earnings essentials ($MBLY) Mobileye's Q2 Earnings Call: Wall Street Disappointed China Remains a Challenge. Instant analysis of Mobileye Global ($MBLY) Q2 earnings as we hear from CEO Prof. Amnon Shashua. 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 #mobileye #earnings @mobileye $MBLY #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business @drilldownpod" [YouTube Link](https://youtube.com/watch?v=-REh65dB8pY) 2024-08-01T18:26Z 108K followers, [---] engagements "From D.C. to Silicon Valley: Navigating the AI Revolution 0:00 Intro: Hosts discuss recent personal events 8:07 Winning the AI race: Key themes from DC summit (The Decode) 12:10 Build it here: Challenges of US chip manufacturing (The Decode) 18:08 Trump's AI plan: Executive orders and diplomacy (The Decode) 24:34 Tariffs and trade: Surprising economic resilience (The Decode) 30:54 Is Apple doomed Debating the tech giant's future (The Flip) 37:03 Tesla earnings: AI hype vs automotive reality (Bulls and Bears) 43:40 Google's AI advantage: Vertically integrated stack (Bulls and Bears) 49:22" [YouTube Link](https://youtube.com/watch?v=0cFYC6imHAQ) 2025-07-28T21:00Z 109K followers, [---] engagements "Drill Down Earnings Shorts Ep. 149: Alphabet Q2 earnings essentials ($GOOG) Alphabet Q2 Earnings - Turning the Tide for the YouTube Business. Instant analysis of Alphabet ($GOOG) Q2 earnings as we hear from CEO Sundar Pichai. 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 #alphabet #earnings $GOOG #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductorstocks #stocks #trading #business @DrillDownPod @Google" [YouTube Link](https://youtube.com/watch?v=2zHPNIqSRQE) 2024-07-23T23:49Z 108K followers, [---] engagements "Drill Down Earnings Ep. 125: Okta Q1 earnings essentials ($OKTA) Instant analysis of Okta ($OKTA) Q1 earnings as we hear from CEO Todd McKinnon. 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 #okta #earnings $OKTA #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business @DrillDownPod" [YouTube Link](https://youtube.com/watch?v=3UAGDnYJW7M) 2024-05-30T01:37Z 108K followers, [----] engagements "Google Earnings $GOOG - Episode [---] - Six Five Podcast Google Earnings $GOOG https://twitter.com/PatrickMoorhead/status/1585370090287296513s=20&t=3skJiG_ldggEqnyqwVy4Rw https://twitter.com/danielnewman UV/status/1585027040713256961s=20&t=O374nY6Q-rntVG0GRQICBg https://twitter.com/danielnewmanUV/status/1585008098921820161s=20&t=O374nY6Q-rntVG0GRQICBg Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice" [YouTube Link](https://youtube.com/watch?v=4U_HeDaw3p0) 2022-10-28T17:39Z 109K followers, 10.7K engagements "Drill Down Earnings Ep. 169: Lam Research Q4 earnings essentials ($LRCX) 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 @LamResearchCorp #earnings $LRCX #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductorstocks #stocks #trading #business @DrillDownPod" [YouTube Link](https://youtube.com/watch?v=85Rb5Yoi4H4) 2024-08-01T00:38Z 108K followers, [----] 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](https://youtube.com/watch?v=A51s9uESg10) 2026-01-27T22:00Z 108K followers, [--] engagements "AIs next bottleneck isnt GPUs its data center power and permission On Ep. [---] of The Six Five Pod Patrick Moorhead and Daniel Newman break down why massive new data centers now hinge on energy production regulation and community impact. As recent guest of the pod Martin Casado puts it: compute isnt the constraint anymore regulation is. The U.S. still leads in silicon. But without faster energy buildout AI can't scale. Catch the full episode to hear more from them on what's needed for a true AI Manhattan Project" [YouTube Link](https://youtube.com/watch?v=Bx9_OFGjN0M) 2026-01-21T01:36Z 108K followers, 104K engagements "Infrastructure for the AI Era: From Experimentation to Execution AI doesnt fail because of weak models. It fails when the infrastructure decisions underneath them werent built for scale. As AI investment accelerates many organizations are discovering that ambition alone does not translate into results. The real challenge is infrastructure and the growing gap between experimentation and execution is forcing IT leaders to rethink architecture deployment models and long-term strategy. In this episode of Six Five On The Road hosts Patrick Moorhead and Daniel Newman are joined by Vlad Rozanovich" [YouTube Link](https://youtube.com/watch?v=GTrg0XsirLs) 2026-01-15T23:30Z 108K followers, 19.6K engagements "GlobalFoundries Q2FY24 Earnings - Episode [---] - Six Five Podcast GlobalFoundries Q2FY24 Earnings https://twitter.com/PatrickMoorhead/status/1820962443918492060 https://twitter.com/danielnewmanUV/status/1820839889811677610 https://twitter.com/danielnewmanUV/status/1820843295045550493 https://investors.gf.com/news-releases/news-release-details/globalfoundries-reports-second-quarter-2024-financial-results Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as" [YouTube Link](https://youtube.com/watch?v=HKlOS-_7NEU) 2024-08-09T16:49Z 108K followers, [----] engagements "Lattice CertusPro-NX for Edge Launch - Episode [--] - Six Five Podcast Lattice CertusPro-NX for Edge Launch https://twitter.com/PatrickMoorhead/status/1407728163929591810s=20 https://www.forbes.com/sites/patrickmoorhead/2021/06/25/lattice-semiconductor-launches-certuspro-nx-fpgas-for-the-edge-and-updates-core-application-software/ https://thesixfivesummit.com/session/future-proofing-the-edge/ 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](https://youtube.com/watch?v=K621VFX1fDs) 2021-07-03T21:22Z 108K followers, [----] engagements "Drill Down Earnings Shorts Ep. 158: F5 Q3 earnings essentials ($FFIV) Secrets to F5's Third Quarter Impressive Revenue Growth Instant analysis of F5 ($FFIV) Q3 earnings as we hear from CEO Franois Locoh-Donou. 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 #f5 #earnings @F5 $FFIV #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductorstocks #stocks #trading #business @DrillDownPod" [YouTube Link](https://youtube.com/watch?v=LPGYlQfbrBw) 2024-07-29T23:07Z 108K followers, [---] engagements "HP Inc Q3FY24 Earnings - Episode [---] - Six Five Podcast HP Inc Q3FY24 Earnings https://twitter.com/danielnewmanUV/status/1828903178408194233 https://investor.hp.com/news-events/news/news-details/2024/HP-Inc.-Reports-Fiscal-2024-Third-Quarter-Results/default.aspx https://x.com/PatrickMoorhead/status/1829193355076534328 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](https://youtube.com/watch?v=M1iWFwU45mk) 2024-08-30T22:35Z 108K followers, [----] engagements "The Flip goes full Texas. Mild medium wild. The Flip goes full Texas. Mild medium wild. On Ep. [---] of The Six Five Pod in this weeks The Flip segment Patrick Moorhead and Daniel Newman take the gloves offin person and on the clock. The debate: Will custom silicon overtake merchant AI silicon within three years What follows is a rapid-fire showdown that touches on everything from cloud-built chips and software lock-in to whether headlines about the end of GPUs match reality. From Googles TPU momentum to Apples rumored AI server ambitions Nvidias system-level evolution and what AMD still hasnt" [YouTube Link](https://youtube.com/watch?v=R1TuySLf6dc) 2026-01-21T20:20Z 108K followers, 11.1K 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](https://youtube.com/watch?v=RpMAgQ_ZLCA) 2026-01-27T21:39Z 110K followers, 19.8K engagements "IonQ Scores a $20M UMD Deal. Triples Order Expectations $DMYI - Episode [--] - Six Five Podcast IonQ Scores a $20M UMD Deal. Triples Order Expectations $DMYI https://www.forbes.com/sites/patrickmoorhead/2021/09/09/ionq-scores-20m-quantum-computing-deal-with-university-of-maryland-and-triples-2021-bookings/ Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice" [YouTube Link](https://youtube.com/watch?v=SbsQir8MpIM) 2021-09-11T00:07Z 108K followers, 10.7K engagements "Honeywell Climate Pledge - VMware Shares the Decoder Ring for Cloud - Six Five Podcast Honeywell Climate Pledge Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice" [YouTube Link](https://youtube.com/watch?v=TuaqX5Xc6Vo) 2021-04-09T21:26Z 108K followers, [----] engagements "Drill Down Earnings Ep. 207: Autodesk Q2 earnings essentials ($ADSK). Instant analysis of Autodesk ($ADSK) Q2 earnings as we hear from CEO Andrew Anagnost. 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 @Autodesk #autodesk #earnings $ADSK #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business @DrillDownPod" [YouTube Link](https://youtube.com/watch?v=X9eljnkPeLw) 2024-08-30T00:27Z 108K followers, [----] engagements "DDE Shorts: A quick look at Okta ($OKTA) and its fiscal third quarter earnings report. A rapid-fire insightful look at the breaking earnings from Okta ($OKTA). Its the business story behind these earnings and some insight into the thinking of CEO Todd McKinnon. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than beat or miss its the business stories behind stocks on the move. The Drill Down Earnings is a production of Six Five Media and Futurum" [YouTube Link](https://youtube.com/watch?v=YrjaVsYtZ7I) 2024-02-29T12:09Z 108K followers, [---] engagements "Honeywell Quantum Breakthroughs - Episode [--] - Six Five Podcast Honeywell Quantum Breakthroughs https://twitter.com/PatrickMoorhead/status/1417986687091757065s=20 https://futurumresearch.com/research-notes/honeywell-reaches-three-important-quantum-milestones/ Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice" [YouTube Link](https://youtube.com/watch?v=_VZ0vH49Lbw) 2021-07-23T02:18Z 108K followers, [----] engagements "Drill Down Earnings Ep. 152: ServiceNow Q2 earnings essentials ($NOW) Instant analysis of ServiceNow ($NOW) Q2 earnings as we hear from CEO Bill McDermott. 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 @servicenow #servicenow #earnings $NOW #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductorstocks #stocks #trading #business @DrillDownPod" [YouTube Link](https://youtube.com/watch?v=e1qjZ-iE20A) 2024-07-24T23:51Z 109K followers, [----] engagements "🤔Execs & AI: Leadership needs to know the tech. Time to get curious 👇 Remember learning the "how" and "why" David Nicholson The Futurum Group's SVP and Global Technology Advisor applies this to AI arguing that even execs need a grasp of the tech (like what LLMs actually do). Is it time for leaders to get hands-on #AI #business #tech #techshorts #technology #artificialintelligence" [YouTube Link](https://youtube.com/watch?v=h2nmTyFyjQs) 2025-05-12T20:57Z 108K followers, 14.4K engagements "Customer Digital Experience is Key to Successful Ecommerce In this episode of the Futurum Tech Webcast Im joined by Brian McGlynn General Manager of Commerce Solutions at Coveo to talk about one of my favorite topics: customer experience. And in this instance were discussing customer experience in the ecommerce ecosystem. Before we get started some background. Weve witnessed some major shifts in the last few years as it relates to customer experience. Customers are more savvy than ever before theyre more demanding than ever before they are more impatient than ever before and they have more" [YouTube Link](https://youtube.com/watch?v=hUyPJ1heiQY) 2022-10-21T19:29Z 108K followers, 25.8K engagements "Ep. 209: We are Live Talking NVIDIA Apple Broadcom Intel Micron Synopsys 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 Futurum" [YouTube Link](https://youtube.com/watch?v=jvt96NVZfGw) 2024-03-22T16:43Z 108K followers, 39.4K engagements "Drill Down Earnings Ep. 133: Hewlett Packard Enterprise Q2 earnings essentials ($HPE) Instant analysis of Hewlett Packard Enterprise ($HPE) Q2 earnings as we hear from CEO Antonio Neri. 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 #HewlettPackardEnterprise #earnings @HPE $HPE #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business @DrillDownPod" [YouTube Link](https://youtube.com/watch?v=k6CrlTxDtwU) 2024-06-05T17:54Z 108K followers, [----] engagements "Revolutionizing Meeting Spaces: Craig Durr Discusses Jabra's Latest Innovations with Olly Henderson On this episode of Futurum Live From Ise [----] The Futurum Groups Craig Durr talks with Olly Henderson Head of Portfolio and Commercialization at Jabra about the launch of Jabra+ for next-generation meeting room and video device management trends in hybrid working and the introduction of AI-powered features in Jabras PanaCast video solutions to enhance productivity and collaboration in the workplace. Their discussion covers: *The unveiling of Jabra+ a unified platform that simplifies the" [YouTube Link](https://youtube.com/watch?v=lRSg9arvu2I) 2024-02-01T18:20Z 108K followers, 29K engagements "Drill Down Earnings Ep. 188: Datadog Q2 earnings essentials ($DDOG) Instant analysis of Datadog ($DDOG) Q2 earnings as we hear from CEO Olivier Pomel. 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 @DatadogHQ #datadog #earnings $DDOG #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business @DrillDownPod" [YouTube Link](https://youtube.com/watch?v=o-oaXZ0TvRg) 2024-08-08T19:26Z 108K followers, [----] engagements "A Conversation on Cooling Power and Running AI in Production with Lenovo 00:00:44 Welcoming Scott Tease to Discuss Inference at Lenovo Tech World 00:02:35 The Gap Between AI Ambition and Enterprise Reality 00:02:50 Operationalizing AI and the Importance of Inference 00:04:02 The Adoption of AI by Lines of Business 00:04:55 Inference and the Role of SaaS 00:05:39 The Hybrid AI Vision 00:07:08 Distributed Compute Requirements of AI 00:09:14 A Lasting Competitive Advantage in the Age of AI 00:10:15 Identifying Strategic Areas for AI Implementation 00:12:09 The Importance of Unique Data 00:13:10" [YouTube Link](https://youtube.com/watch?v=o9vo2ZslNv0) 2026-01-15T22:00Z 108K followers, 25.1K engagements "Ep. [---] The Flip: Can OpenAI's $800B$1T valuation be justified Is OpenAI the foundation of the AI economyor the first major stress test of it With an $800B$1T valuation what has to go right for OpenAI to justify it In The Flip segment on Ep. [---] of The Six Five Pod Daniel Newman and Patrick Moorhead take opposite positions on OpenAIs valuation durability and role in the AI stack. Pat argues that OpenAI is becoming core infrastructure reinforced by execution speed and deep enterprise alignment with Microsoft. Dan argues that model parity intensifying competition from Google and others and" [YouTube Link](https://youtube.com/watch?v=oWgGaC7jrOU) 2025-12-23T17:58Z 109K followers, 22.9K engagements "Ep130: We are LIVE Talking Google Tesla IBM Apple Qualcomm and 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. 5:53 Google Cloud Goes Arm With Tau T2A 13:57 Tesla AI Leader Quits - Implications 20:28 IBM Announces New Power10 Platforms 28:48" [YouTube Link](https://youtube.com/watch?v=qrgTYtuXV0M) 2022-07-15T15:36Z 108K followers, 19.4K engagements "From Intel's Altera Sale to HPE's Elliot Shake-up: Tech's Turbulent Week 0:00 Intro 5:18 Tariff whipsaw: China tech and trade chaos (The Decode) 13:41 Intel sells Altera stake to Silver Lake (The Decode) 20:16 Activist investor targets HPE: Elliott Management (The Decode) 24:24 The China chip debate: Sell or restrict (The Flip) 34:32 Real opinions on China chip sales (The Flip) 38:32 Bank earnings benefit from policy volatility (Bulls and Bears) 40:46 Trading vs investing in volatile markets (Bulls and Bears) 42:24 IPO and M&A activity slowing down (Bulls and Bears) 43:22 Predicting the next" [YouTube Link](https://youtube.com/watch?v=r4n3Wk-jrmc) 2025-04-21T14:01Z 108K followers, [---] engagements "Scaling AI Infrastructure: Lessons from the Lenovo and Nscale Partnership 00:00:50 Infrastructure's Importance in the Age of Generative AI 00:01:43 Introducing Conor (Lenovo) and Stu (Nscale Advisor) 00:03:24 Operationalizing AI at Scale and the Complexity of the Scalable Unit 00:04:46 The Characteristics that Led Lenovo to Partner with Nscale 00:06:11 The Critical Role of Supply Chain Visibility 00:06:48 Managing the Complexity of Churning Architectures 00:07:42 Biggest AI Infrastructure Challenges: Memory and Timelines 00:10:00 Measuring Success: Reliability and Time-to-First-Token 00:11:28" [YouTube Link](https://youtube.com/watch?v=ridX-FBM6MU) 2026-01-16T22:45Z 108K followers, 21K engagements "2023 AI Product of the Year AI Company of the Year The AI Moment Episode [--] #On this episode of The AI Moment we discuss my picks for [----] AI Product of the Year AI Company of the Year [----] AI Product of the Year AI Company of the Year: In this time of AI disruption who has shined In my view it was those which are building and delivering pragmatic enterprise-grade solutions. Those who have been invested in and have understood AI for some time. Those who have clear visions and goals for end results. They are AI innovators. With that in mind I developed a list of companies and products that I" [YouTube Link](https://youtube.com/watch?v=xq5DfPWIDKM) 2024-01-11T17:58Z 108K followers, 28.2K engagements "Calix Mobile Backhaul Products Meeting 5G Demand Calixs AXOS E5 Ethernet Service Access Nodes integrate Carrier Ethernet 10G and 1G UNI Service Demarcation and Ethernet Aggregation Capabilities In this vignette of The 5G Factor Ron Westfall and Todd R. Weiss discuss why they see Calix mobile backhaul products are meeting the growing demands of 5G carriers and their customers as small cells are proliferating and network traffic and competition are growing. Meeting these changing requirements requires a network that deploys quickly is always on and provides unprecedented visibility for the" [YouTube Link](https://youtube.com/watch?v=zzeo_2nDjZo) 2023-09-12T20:15Z 108K followers, 24.2K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@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.
Engagements: [------] #
- [--] Week [-------] +76%
- [--] Month [---------] +123%
- [--] Months [---------] +116%
- [--] Year [---------] -47%
Mentions: [--] #
- [--] Month [--] -37%
- [--] Months [---] -34%
- [--] Year [-----] +15%
Followers: [-------] #
- [--] Week [-------] no change
- [--] Month [-------] +3.80%
- [--] Months [-------] +8.90%
- [--] Year [-------] +42%
CreatorRank: [-------] #
Social Influence
Social category influence stocks 49.29% technology brands 43.57% finance 41.43% social networks 6.43% events 2.14% countries 2.14% automotive brands 2.14% vc firms 0.71% travel destinations 0.71% cryptocurrencies 0.71%
Social topic influence ai 65.71%, stocks 26.43%, business 25.71%, ceo 25%, more than 13.57%, investment 9.29%, market 8.57%, lenovo 5.71%, watch 5%, shorts 5%
Top accounts mentioned or mentioned by @drilldownpod @patrickmoorhead @danielnewmanuv @ibm @hpe @wdcorporation @paloaltonetworks @analogdevicesinc @a16z @fortinet @nxpdeveloperzone @hp @marvell @intuit @kla @smartsheet @cloudflare @palantir @crowdstrike @netflix
Top assets mentioned IBM (IBM) Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) Dell Technologies, Inc. (DELL) GlobalFoundries (GFS) ServiceNow Inc (NOW) Palo Alto Networks Inc (PANW) Fortinet Inc (FTNT) IonQ, Inc. (IONQ) Crowdstrike Holdings Inc (CRWD) SAP SE (SAP) Tesla, Inc. (TSLA) Okta Inc (OKTA) Honeywell International Inc (HON) Western Digital Corp (WDC) Analog Devices, Inc. (ADI) NVIDIA Corp. (NVDA) NXP Semiconductors NV (NXPI) HP Inc (HPQ) Marvell Technology Inc (MRVL) Astera Labs, Inc. (ALAB) Synopsys, Inc. (SNPS)
Top Social Posts
Top posts by engagements in the last [--] hours
"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, [----] 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, [----] 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, 15.9K 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, [----] 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, [----] 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
"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
"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, 10.9K 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
"The Data Problem: Building Infrastructure for the Worlds Most Valuable Enterprise Asset 00:00:18 - The Significance of AI at Enterprise Scale 00:00:43 - Longstanding Challenges in Data Management 00:01:05 - How AI Has Amplified the Data Problem 00:02:50 - Why Traditional Data Architectures Fall Short 00:05:08 - Defining Business Outcomes Before AI Design 00:06:43 - Complexity of Hybrid Edge Cloud and On-Prem Environments 00:09:01 - Shifting to Truly Data-Driven AI Initiatives 00:10:46 - Trade-offs Between Cost Performance and Architecture 00:12:21 - Data Sovereignty and Security as"
YouTube Link 2026-01-19T21:00Z 110K followers, 29.1K 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
"The View from Davos with Infosyss Anand Swaminathan 00:02 The Davos Context: AI Policy and Enterprise Complexity 01:03 Infosys at Davos [----] 02:01 From What Is AI to ROI and Real Outcomes 03:57 Shifting Spend: From Keep the Lights On to AI-Driven Growth 04:59 Agentic AI and the Developer Inflection Point 05:37 Enterprise Risk: Security Resilience and Responsible AI 07:34 Telcos as the Backbone of Sovereign AI 08:34 AI Adoption Belief and the CapEx Debate 09:30 Advice for Students and Professionals Entering the AI Era 11:23 Power Infrastructure and the Next AI Constraint 12:31 Optimism"
YouTube Link 2026-01-21T23:49Z 110K followers, 19.8K 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 $PANW #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business @DrillDownPod"
YouTube Link 2024-08-20T01:37Z 110K followers, [----] engagements
"The View From Davos with IBM's Rob Thomas on Turning AI Spend Into Real Enterprise Value 00:01:06 IBM's Role in AI and Government 00:02:03 Extracting Value from AI 00:02:44 Challenges in AI Adoption 00:04:24 Cultural Shifts for AI Success 00:06:24 Starting with Boring Tasks 00:08:07 Defining Use Cases and Metrics 00:10:12 The Role of Chief AI Officer 00:11:36 Advice for Large Companies on AI 00:14:03 Future of Software Development and AI The AI ROI gap isnt between ambition and technology. Its between ambition and execution. From Davos Patrick Moorhead and Daniel Newman are with IBMs Rob"
YouTube Link 2026-01-27T22:00Z 110K followers, 22.2K engagements
"Data isnt a line item that companies can negotiate away At Lenovo Tech World Vlad Rozanovich called out a hard truth many enterprises are facing as they re-architect for AI: budgets get tight & tradeoffs get tempting but data sovereignty and security are non-negotiable. Once your data is compromised the business impact is immediate and severe"
YouTube Link 2026-02-10T20:00Z 110K followers, 11.9K engagements
"Drill Down Earnings Shorts Ep. 197: Analog Devices Q3 earnings essentials ($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
"Broadcoms Breakthrough CPO Architecture for Scale-Up and Scale-Out AI Networking - Virtual Webcast 0:00 Intro: AI's transformative impact on industries 5:29 Co-packaged optics: From vision to reality 10:34 Broadcom's journey in developing CPO technology 15:31 Meeting hyperscaler needs with heterogeneous environments 18:06 Conclusion: CPO solving power and reliability issues What does Broadcom's new switch (Tomahawk 6-Davisson) mean for the future of high-bandwidth energy-efficient AI networking Host Patrick Moorhead Founder CEO and Chief Analyst at Moor Insights & Strategy is joined by"
YouTube Link 2025-10-08T13:15Z 110K followers, 34.3K 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
"a16z' Martin Casado on The Reality of AI Scale - Off The Record What's the biggest constraint to AI at scale Regulation might be the culprit. Episode [---] of The Six Five Pod gets straight to the real bottleneck behind AI scale. @PatrickMoorhead and @danielnewmanUV unpack why compute and power are not the only gating factors and why permitting policy and execution capacity now decide who can build fast enough to win. Featuring Martin Casado of @a16z on why removing friction matters as much as adding infrastructure"
YouTube Link 2026-01-13T22:23Z 110K followers, [---] engagements
"Drill Down Earnings Ep. 96: Fortinet Q1 earnings essentials ($FTNT) Instant analysis of Fortinet ($FTNT) Q1 earnings as we hear from CEO Ken Xie. 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 #fortinet #earnings @fortinet $FTNT #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business @DrillDownPod"
YouTube Link 2024-05-03T01:42Z 110K followers, [----] engagements
"Futurum Live From the Show Floor with Kyndryl's Frank DeMarco at SHARE Dallas [----] Futurum Research Senior Analyst and VP of Sales Steven Dickens talks with Frank DeMarco VP Development at Kyndryl about the company's recent launch their partnerships with hyperscalers and the extensive apprenticeship and training program that keeps their [----] member delivery team skilled and trained. #mainframe #hyperscalers #tech #technology #Kyndryl #FrankDeMarco #SHARE #SHAREDallas2022 #StevenDickens #Futurum #FuturumResearch"
YouTube Link 2022-03-30T05:20Z 110K followers, 13.5K 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
"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, 13.4K 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
"Drill Down Earnings Shorts Ep. 146: NXP Semiconductors Q1 earnings essentials ($NXPI) Why NXP Semiconductors' Stock Is Plummeting: Negative [--] Percent Automotive Sales. Instant analysis of NXP Semiconductors ($NXPI) Q1 earnings as we hear from CEO Kurt Sievers. 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 #nxp #earnings @NXPDeveloperZone $NXPI #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductorstocks #stocks #trading #business"
YouTube Link 2024-07-23T16:43Z 110K followers, [---] engagements
"Drill Down Earnings Shorts Ep. 124: HP Q2 earnings essentials ($HPQ) Instant analysis of HP ($HPQ) Q2 earnings as we hear from CEO Enrique Lores. 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 #hp #earnings @HP $HPQ #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business @DrillDownPod"
YouTube Link 2024-05-30T01:15Z 110K followers, [----] engagements
"How Custom HBM is Shaping AI Chip Technology - Six Five On The Road at Marvell Industry Analyst Day How is the ever increasing AI demand and workloads affecting memory Six Five is On The Road at Marvell Industry Analyst Day to answer just that. Hosts Patrick Moorhead and Daniel Newman are joined by Marvell Technology Samsung Semiconductor and SK hynix America executivesIn Dong Kim Sunny Kang and Will Chu for a conversation on the collaboration between Marvell Samsung and SK Hynix on custom high bandwidth memory (HBM) solutions aimed at enhancing the processors driving accelerated"
YouTube Link 2024-12-17T20:03Z 110K followers, 12K engagements
"DDE Shorts Ep. 62: A quick look at Marvell ($MRVL) and its fiscal third quarter earnings report. A rapid-fire insightful look at breaking earnings from Marvell ($MRVL) as we hear from CEO Matt Guitar Murphy. (Okay its a different Matt Murphy but still a fascinating story) 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 #marvell #earnings @Marvell $MRVL #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business"
YouTube Link 2024-03-08T03:05Z 110K followers, [---] engagements
"AI inferencing at scale isnt optional when downtime costs real money At Lenovo Tech World Anwar Ghuloum explains why hybrid AIrunning intelligence locally at the edge and on the factory flooris mission-critical for fast defect detection resilience and real-time operations. Watch the full video to see how enterprises overcome AI bottlenecks and scale inference where it matters most"
YouTube Link 2026-02-09T19:45Z 110K followers, 20K engagements
"Scaling AI with Astera Labs Smart Fabric Switch Portfolio - Six Five On the Road On this episode of Six Five On the Road host Patrick Moorhead is joined by Astera Labs' Jitendra Mohan and Thad Omura for a conversation on scaling AI through innovative solutions like the new Scorpio Smart Fabric Switch Portfolio and overall understanding the journey and vision of Astera Labs. Their discussion covers: - Astera Labs journey to enabling AI infrastructure and reflections on their IPO - The challenges of keeping up with demand for AI models next-gen GPUs and AI accelerators as discussed by Thad"
YouTube Link 2024-10-08T20:30Z 110K followers, [----] engagements
"Drill Down Earnings Shorts Ep. 198: Synopsys Q3 earnings essentials ($SNPS) Synopsys Q3 Earnings: Design IP Business Soars by 278% Instant analysis of Synopsys ($SNPS) Q3 earnings as we hear from CEO Sassine Ghazi. 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 #synopsys #earnings $SNPS #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading @DrillDownPod"
YouTube Link 2024-08-22T03:55Z 110K followers, [----] 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
"Dell and Broadcoms Next-Gen Networking: Tomahawk [--] and Enterprise SONiC Power the AI Fabric 00:00:00 - Introduction to AI and Networking 00:00:30 - The Importance of Networking in AI 00:02:32 - Cooling Solutions and Power Constraints 00:04:21 - Introducing Tomahawk [--] 00:05:41 - Understanding the Form Factor of Networking Devices 00:06:58 - Low Latency and High Packet Rate Switching 00:08:07 - The Role of Software: Sonic and Beyond 00:09:48 - Benefits of Direct Liquid Cooling (DLC) 00:11:51 - Open Managed Networking Explained 00:12:20 - Future-Proofing Your Infrastructure 00:15:05 - Advice for"
YouTube Link 2025-11-20T21:00Z 110K followers, 25.2K 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
"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
"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
"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, [----] engagements
"Drill Down Earnings Shorts Ep. 121: Intuit Q2 earnings essentials ($INTU) Instant analysis of Intuit ($INTU) Q2 earnings as we hear from CEO Sasan Goodarzi. 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 #intuit #earnings @intuit $INTU #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business @DrillDownPod"
YouTube Link 2024-05-24T00:56Z 110K followers, [---] engagements
"Garbage prompts in = Garbage out AI outcomes arent magic they come down to how well you frame the problem. On The Main Scoop Ep. [--] Brent Foster (TD Bank Group) joins Daniel Newman (Futurum) and Greg Lotko (Broadcom) to break down why better prompts = better outcomes and how prompt libraries turn individual wins into team-wide advantage. Watch the full episode to see how leading teams operationalize this shift"
YouTube Link 2026-02-06T19:18Z 110K followers, 17.7K engagements
"Drill Down Earnings Shorts Ep. 154: KLA Q4 earnings essentials ($KLAC) KLA's Strong Q2 Results - $2 57B Revenue and 9% Growth. Instant analysis of KLA ($KLAC) Q4 earnings as we hear from CEO Rick Wallace. 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 #kla #earnings @KLA $KLAC #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductorstocks #stocks #trading #business @DrillDownPod"
YouTube Link 2024-07-25T01:20Z 110K followers, [----] engagements
"Marvell Industry Analyst Day 2021: Marvell Debuts AtlasOne Chip For this vignette of a recent episode of the Futurum Tech Webcast Part of the 5G Factor series analysts Ron Westfall and Shelly Kramer examine the debut of the Marvell AtlasOne chipset the companys 50Gbps PAM4 chipset solution for 5G fronthaul targeted at improving performance for integrated radio access networks (RAN) as well as Open (O-RAN) and virtualized (vRAN) architectures. To meet growing 5G capacity demands mobile operators are prioritizing fronthaul solutions that scale beyond 25G. The Marvell AtlasOne chipset optimized"
YouTube Link 2021-12-22T14:49Z 103K followers, 20.9K engagements
"Drill Down Earnings Ep. 66: A quick look at Smartsheet ($SMAR) and its fiscal Q3 earnings report. A rapid-fire insightful look at breaking earnings and mild guidance from Smartsheet ($SMAR). CEO Mark Mader explains how self-directed customers will reignite growth. 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 #smartsheet #earnings @Smartsheet $SMAR #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business"
YouTube Link 2024-03-15T01:06Z 104K followers, 39.6K engagements
"AI Predictions: Reflecting on the Past Shaping the Future - Dells AI & Us Series 0:00 Intro 1:29 Unexpected Enterprise AI Adoption Obstacles 3:00 AI Governance Becomes Critical Priority 4:17 Data Management as AI Backbone 5:35 Agentic AI Evolution and Continuity Management 8:39 Data Gravity and Cloud Infrastructure Shifts 10:35 AI Factory Disaster Recovery Strategies 13:12 Mission Critical AI Systems Reality 14:20 Sovereign AI Infrastructure and Enterprise Collaboration 17:14 Government Investment in AI Infrastructure 19:13 Quantum Computing Breakthrough Warning 21:16 Robotics Revolution Wild"
YouTube Link 2025-12-10T16:01Z 105K followers, [----] engagements
"GitHub's Latest Play: Is AI boosting their user count 💡 GitHub's Latest Play: Is AI boosting their user count 💡 Over 80% of GitHub users now use an AI tool. Jason Andersen Vice President and Principal Analyst at Moor Insights and Strategy explores whether this massive momentum means AI is fundamentally changing the type and size of repositories being created. This is a trend to watch closely"
YouTube Link 2025-10-31T17:45Z 103K followers, 50.2K engagements
"5G Factor: Private 5G Kindling In this episode of The 5G Factor our series that focuses on all things 5G the IoT and the 5G ecosystem as a whole we review new private 5G (P5G) ecosystem advances including Ciscos collaboration with Augmentir Nokia and Logicalis to boost adoption of the Cisco Mobility Services Platform across enterprises Tesla building its P5G network at its Berlin gigafactory and Verizon completing the first phase of certifying Nokias DAC for the Verizon Business Private 5G Network portfolio. Our analytical review spotlighted: Cisco Private 5G Ecosystem Credentials Wax. At the"
YouTube Link 2024-05-15T21:43Z 105K followers, 23.4K engagements
"Lenovos VP of Cloud Solutions on How Cloud and On-Prem Are Evolving Together in the AI Era 00:00:00 Introduction and Event Overview 00:01:30 Evolution of Cloud Service Providers 00:03:40 AI and Cloud Architecture 00:05:50 Global Scale and Manufacturing 00:07:30 AI Workloads and Deployment Flexibility 00:09:50 Challenges in AI Hybrid Cloud Era 00:12:00 Multi-Cloud Strategies and User Experience AI is reshaping the relationship between cloud providers and enterprise infrastructure not replacing one with the other. Recorded live at Lenovo Tech World at CES in Las Vegas hosts Patrick Moorhead and"
YouTube Link 2026-01-13T21:01Z 106K followers, [----] engagements
"Drill Down Earnings Ep. 175: Cloudflare Q2 earnings essentials ($NET) Instant analysis of Cloudflare ($NET) Q2 earnings as we hear from CEO Matthew Prince. 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 @cloudflare #cloudflare #earnings $NET #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business @DrillDownPod"
YouTube Link 2024-08-02T17:53Z 103K followers, [----] engagements
"HP bought Humane AI -- what's next Patrick Moorhead and Daniel Newman decode the implications of HP's acquisition of Humane AI on Ep. [---] of The Six Five Pod"
YouTube Link 2025-02-22T04:26Z 79K followers, [---] engagements
"Drill Down Earnings Ep. 178: Palantir Technologies Q2 earnings essentials ($PLTR) Instant analysis of Palantir Technologies ($PLTR) Q2 earnings as we hear from Futurum Group analyst Steven Dickens. 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 #palantirtechnologies #earnings @Palantir Technologies $PLTR #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductorstocks #stocks #trading #business @DrillDownPod"
YouTube Link 2024-08-06T00:16Z 103K followers, [----] engagements
"Intel Mobileye + Luminar = Moovit Robotaxi - Episode [--] - Six Five Podcast Intel Mobileye + Luminar = Moovit Robotaxi https://futurumresearch.com/research-notes/iaa-mobility-2021-luminar-and-intel-mobileye-partner-on-robotaxi-service/ Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice"
YouTube Link 2021-09-11T00:12Z 103K followers, [----] engagements
"Drill Down Earnings Shorts Ep. 132: Crowdstrike Q1 earnings essentials ($CRWD) Instant analysis of Crowdstrike ($CRWD) Q1 earnings as we hear from CEO George Kurtz. 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 #crowdstrike #earnings @CrowdStrike $CRWD #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business @DrillDownPod"
YouTube Link 2024-06-05T18:07Z 105K followers, [---] engagements
"Netflix Q1 earnings: Revenge of the Mooch - Drill Down Earnings Shorts [--] A rapid-fire insightful look at breaking earnings from Netflix ($NFLX) as we hear from CEO Ted Serandos. 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 #netflix #earnings @Netflix $NFLX #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business @DrillDownPod"
YouTube Link 2024-04-19T00:54Z 103K followers, [---] engagements
"Why SONiC Is Powering the Modern Data Center: Dells Journey to Open Scalable Networking 00:00:00 - Introduction to SC25 and Guest Introduction 00:00:38 - Overview of Saurabh Kapoor's Role at Dell 00:01:18 - What is SONIC 00:02:48 - The Importance of Open Standards in AI Infrastructure 00:03:26 - Time to Value and Trust in AI Technologies 00:05:49 - Dell's Experience with SONIC at Scale 00:08:08 - Reassuring Enterprises About Open Networking 00:10:17 - Avoiding Vendor Lock-In with Open Standards 00:12:26 - Best Practices for Building Scalable Infrastructure 00:14:44 - The Flexibility of Dell's"
YouTube Link 2025-11-21T20:30Z 105K followers, [----] engagements
"Why Rack-Scale Architecture Matters: Preparing Data Centers for the Next Wave of AI 00:00:00 - Introduction to Rack Scale Architecture 00:01:00 - Understanding Rack Scale and Its Importance 00:02:41 - The Shift to Liquid Cooling 00:05:11 - Operational Changes with Rack Scale Integration 00:06:35 - Addressing Concerns About Liquid Cooling 00:08:42 - The Role of Dell in Rack Scale Solutions 00:09:24 - Lessons Learned from Rack Scale Deployments 00:10:28 - Innovations in Cooling Technology 00:12:30 - Power Consumption in Modern Racks 00:14:08 - Future Power Capabilities of Racks 00:16:23 -"
YouTube Link 2025-11-26T22:23Z 105K followers, [----] engagements
"The Six Five On the Road at Cloudera Headquarters On this episode of The Six Five On the Road hosts Daniel Newman and Patrick Moorhead are joined by Clouderas Charles Sansbury CEO and Luke Roquet Senior Vice President of Marketing at Cloudera Headquarters for a discussion on how Cloudera has uniquely enabled their customers to solve problems around data management helping to guide them in making impactful transformative disruptive business decisions with their data. Their conversation covers: * What drove the decision behind Charles taking the position as Clouderas new CEO and what he is most"
YouTube Link 2023-09-13T19:47Z 104K followers, 28.4K engagements
"Drill Down Earnings Shorts Ep. 189: Trade Desk Q2 earnings essentials ($TTD) Breaking Down Trade Desk's Q2 Earnings: Impressive Growth and Profitability. 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 #earnings $TTD #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business @DrillDownPod"
YouTube Link 2024-08-08T22:39Z 100K followers, [---] engagements
"AI Infrastructure Connectivity: Strategies and Recommendations from Broadcom - Six Five Summit 0:00 Intro: Broadcom's role in accelerating AI 5:53 Connectivity's crucial importance in AI infrastructure 11:12 Open networking standards for AI environments 15:29 PCIe Gen 6: State-of-the-art connectivity for AI 18:13 Ethernet winning for scale-out networking in AI 24:20 Innovation in AI NICs and cabling solutions 29:47 Final thoughts: Prepare for rapid AI innovation How is accelerated computing fueling the next era of AI breakthroughsfrom model training to real-time inference Find out in this"
YouTube Link 2025-07-08T19:30Z 103K followers, [----] 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"
YouTube Link 2024-02-07T04:31Z 105K followers, [---] engagements
"Pure Storage Q3FY25 Earnings - Episode [---] - Six Five Podcast Pure Storage Q3FY25 Earnings https://x.com/PatrickMoorhead/status/1864118303599546864 https://x.com/danielnewmanUV/status/1864062565699006759 https://investor.purestorage.com/financial-information/quarterly-results/default.aspx https://www.investors.com/news/technology/pure-storage-stock-earnings-q3-2024-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 2024-12-06T17:27Z 106K followers, [---] engagements
"Liquid Cooling at the Forefront: Redefining Performance Standards Six Five On The Road 00:00:00 - Introduction to SC25 and Castrol 00:01:14 - Challenges in Liquid Cooling for Data Centers 00:02:44 - Importance of the Right Liquid Cooling Solution 00:03:25 - End-to-End Service Capabilities of Castrol 00:04:20 - Strategic Investment of Castrol in ECS 00:05:48 - Brand Recognition and Trust through Partnership 00:06:46 - Unique Capabilities of ECS in Liquid Cooling 00:08:06 - Complexity of Liquid Cooling Systems 00:09:36 - The Future of Liquid Cooling and Immersion Cooling 00:12:58 - Conclusion"
YouTube Link 2025-11-25T18:31Z 105K followers, [----] engagements
"Drill Down Earnings Ep. 216: GameStop Q2 earnings essentials ($GME) GameStop's Q2 Earnings: Business Stinks Stock Sales Rock Instant analysis of GameStop ($GME) Q2 earnings as we hear from CEO Ryan Cohen. 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 @GameStop #gamestop #earnings $GME #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business @DrillDownPod"
YouTube Link 2024-09-10T23:13Z 104K followers, [---] engagements
"Drill Down Earnings Ep. 105: Rivian Q1 earnings essentials ($RIVN) Instant analysis of Rivian ($RIVN) Q1 earnings as we hear from CEO and Founder R.J. Caringe . 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 #rivian #earnings @Rivian $RIVN #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business @DrillDownPod"
YouTube Link 2024-05-08T01:56Z 104K followers, [----] engagements
"5G and Airports Much Ado About Nothing Netcracker and T Mobile and AT&T and Dish In the latest episode of The 5G Factor a Futurum Research production focused on the 5G ecosystem latest news and trends Futurum analysts Shelly Kramer and Ron Westfall cover Netcracker and T-Mobile expanding their strategic partnership T-Mobile keeps winning the 5G speed war AT&T and Dish win big in the Andromeda Auction and T-Mobile and renewable energy. #5G #The5GFactor #TMobilespeed #TMobilerenewableenergycommitment #ATTDishAndromedaauction #TMobileNetcrackerpartnership #OpensignalUSA5GExperienceReport"
YouTube Link 2022-02-14T23:24Z 104K followers, 19.2K engagements
"Google Clouds Customer Experience and Success at Next [--] 0:00 Intro: Google Cloud Next [----] in Las Vegas 5:24 Top customer concerns: AI value and speed 7:42 Multi-cloud and sovereign cloud discussion 12:01 Future goals: Co-innovation and customer growth The future of cloud is being driven by REAL business outcomes. ☁ At Google Cloud Next [----] hosts Patrick Moorhead and Daniel Newman are joined by Hayete Gallot President Customer Experience at Google Cloud to share how the company is structuring its approach to empowering businesses to effectively leverage AI. From the strategic significance"
YouTube Link 2025-04-16T23:01Z 104K followers, [----] engagements
"The Six Five On the Road: IBM's Full Stack Approach to the Future of Computing On this episode of The Six Five On The Road hosts Daniel Newman and Patrick Moorhead are joined by some of IBMs leading minds to talk about IBMs full stack infrastructure and the future of computing. Their conversations covered: * IBMs semiconductor vision and ecosystem with Dr. Mukesh Khare VP Hybrid Cloud at IBM Research * The benefits of fundamental science and technology innovation with IBMs Ross Mauri GM IBM Z and LinuxONE * How IBMs Cloud fits into their full stack and impacts the future of computing with"
YouTube Link 2022-08-26T16:08Z 103K followers, 26.7K engagements
"Qualcomm Earnings $QCOM - Episode [---] - Six Five Podcast Qualcomm Earnings $QCOM https://twitter.com/PatrickMoorhead/status/1456005521656451082s=20 https://futurumresearch.com/research-notes/qualcomms-fiscal-wraps-q4-with-strong-growth-across-its-segments/ https://twitter.com/YahooFinance/status/1456002621173608452s=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 2021-11-05T21:01Z 107K followers, 10.2K engagements
"Powering the Future of AI: HPEs Scalable Vision with Trish Damkroger - Six Five On The Road How are leading enterprises scaling truly advanced AI from generative to agentic models with unyielding security and performance Discover the definitive strategies from HPE Discover Las Vegas [----] Join hosts David Nicholson and Keith Townsend for a compelling conversation with Trish Damkroger Senior Vice President and General Manager HPC & AI Infrastructure Solutions at Hewlett Packard Enterprise (HPE). Get deep insights into HPE's unique approach to creating scalable secure infrastructure precisely"
YouTube Link 2025-07-02T18:10Z 103K followers, [----] engagements
"AMD and Solidigm Power the Open AI Ecosystem - Six Five On the Road On this episode of the Six Five On The Road hosts Keith Townsend and Dave Nicholson are joined by AMD's Robert Hormuth and Mark Orthodoxou for a conversation on how AMD and Solidigm are collaborating to power the open AI ecosystem. Their discussion covers: - Innovations in data center solutions and Instinct Data Center GPUs by AMD. - The evolving landscape of AI technologies and their applications. - The role of AMD and Solidigm in fostering an open AI ecosystem. - Challenges and opportunities in the current AI market. #AMD"
YouTube Link 2024-07-30T16:00Z 105K followers, [----] engagements
"Lattice Nexus [--] Demo - Six Five In the Booth at Lattice Developers Conference [--] Could the Lattice Nexus make waves for other FPGA platforms It boasts improvements to power efficiency connectivity options and security features in edge computing. Hosts Patrick Moorhead and Daniel Newman are joined by Lattice Semiconductor's Deepak Boppana for a demo of the key innovations in the Lattice Nexus [--] platform on this episode of Six Five In the Booth at Lattice Developers Conference [--]. Watch the full video for more on: - The innovative features and capabilities of the Lattice Nexus [--] platform -"
YouTube Link 2024-12-11T22:50Z 104K followers, [----] engagements
"Drill Down Earnings Ep. 172: Intel Q2 earnings essentials ($INTC) Breaking News: Intel Slashes Jobs and Dividend Stock Plunges Instant analysis of Intel ($INTC) Q2 earnings as we hear from CEO Pat Gelsinger. 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 @Intel #intel #earnings $INTC #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductorstocks #stocks #trading #business @DrillDownPod"
YouTube Link 2024-08-01T23:19Z 104K followers, [---] engagements
"AI is hot but spending blind is NOT the move. ☕👀 AI is hot but spending blind is NOT the move. 👀 Ever feel pressured to throw money at an AI project without knowing the value You're not alone. Jason Andersen VP and Principal Analyst at Moor Insights and Strategy shares his take on the TBM Conference [----] stats showing 64% of CIOs feel board pressure to spend on AIand why that leads to project failure. It's time to talk about where the AI money is really going"
YouTube Link 2025-11-13T17:12Z 104K followers, 26.9K engagements
"The Power of the CDP: How to Maximize Insights for Better Customer Experiences In this episode of the Futurum Tech Webcast Im joined by Matt Nolan Senior Director of Product Marketing Decision Sciences to talk about one of my favorite topics: data analytics and how you can use them to provide customers with top notch experiences. We also explore Pegas latest product release: Pega Customer Data Connectors which I see as a definite gamechanger for organizations in every industry. For consumers whether B2B or B2C experiences can be the difference between a closed sale and a lost revenue"
YouTube Link 2022-10-28T13:11Z 103K followers, 23K engagements
"Palo Alto Networks on their Strategies for AI Security - Six Five On The Road 0:00 Intro: RSA conference and cybersecurity trends 5:42 Platformization and real-time security needs 11:54 Staying ahead of rapidly evolving technology 15:14 Balancing best-of-breed vs platform approaches 18:09 Competition from cloud providers in security 20:26 Navigating economic uncertainty in tech investing The cybersecurity battleground is shifting and the stakes have never been higher ⚠ Palo Alto Networks Chairman and CEO Nikesh Arora joins hosts Patrick Moorhead and Daniel Newman at RSAC [----] to explore the"
YouTube Link 2025-04-30T01:03Z 106K followers, [----] engagements
"DDE Shorts Ep. 60: A quick look at Broadcom ($AVGO) and its fiscal third quarter earnings report. A rapid-fire insightful look at breaking earnings from Broadcom ($AVGO) and comments from the charismatic CEO Hock Tan. Its the business story behind a stock on the move. 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. https://x.com/corytv #broadcom #earnings @Broadcom #vmwareexplore $AVGO #technology #software"
YouTube Link 2024-03-08T01:18Z 106K followers, [---] engagements
"Drill Down Earnings Ep. 76: A quick look at IBM ($IBM) and its Q1 earnings report A rapid-fire insightful look at breaking earnings from IBM ($IBM) as we hear from CEO Arvind Krishna. 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 #ibm #earnings @IBM $IBM #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business @DrillDownPod"
YouTube Link 2024-04-24T23:52Z 104K followers, 31.7K engagements
"Drill Down Insider Shorts Infleqtion CEO Mathew Kinsella - The PRESENT and quantum technology In this episode we sit down with Mathew Kinsella CEO of Infleqtion to explore the exciting world of quantum technology. Beyond the buzz about quantum computing Mathew sheds light on the broader applications of quantum technology that are already making a real impact. We delve into specific examples across defense telecom enterprise and more showcasing the diverse range of industries benefiting from quantum advancements. Mathew also discusses the immense market opportunity and the growing competition"
YouTube Link 2024-09-04T19:09Z 105K followers, [----] engagements
"Drill Down Earnings Ep. 82: A quick look at Alphabet ($GOOG) and its Q1 earnings report. A rapid-fire insightful look at breaking earnings from Alphabet ($GOOG) as we hear from CEO Sundar Pichai. 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 #Alphabet #Earnings @Alphabet $TICKERTK #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod"
YouTube Link 2024-04-26T02:27Z 106K followers, [---] engagements
"Drill Down Earnings Ep. 147: Spotify Q2 earnings essentials ($SPOT) Instant analysis of Spotify ($SPOT) Q2 earnings as we hear from CEO Daniel Ek. 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 @Spotify #spotify #earnings $SPOT #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductorstocks #stocks #trading #business @DrillDownPod"
YouTube Link 2024-07-23T18:03Z 107K followers, [----] engagements
"The Twitch Hack Its Personal Its Big and if Youre in Network Security Scary AF In this excerpt from our Futurum Tech Webcast Cybersecurity Shorts Series Futurum analysts Shelly Kramer and Fred McClimans explore the Twitch hack and why a massive hack of this nature is a nightmare for infosec community and should be a wakeup call as it relates to the primacy of network security. #Twitch #Twitchhack #Amazongamestreaming #Amazon #AWS #cybersecurity #infosec #security #CybersecurityShorts #Futurum #FuturumResearch Futurum is an independent research analysis and advisory firm focused on digital"
YouTube Link 2021-10-13T21:42Z 104K followers, 11.4K engagements
"Information Readiness AI Maturity and Customer Impact Six Five On the Road 00:00:00 - Introduction to Open Text World [----] 00:00:19 - The Importance of Data Management for AI 00:01:10 - AI's Impact on Enterprises 00:01:55 - Sandy from OpenText Joins the Conversation 00:02:16 - OpenText's AI Implementation in Marketing 00:03:45 - Balancing Automation and Accuracy in AI 00:04:33 - The Role of Contextual Awareness in AI 00:07:11 - Redefining B2B Marketing with AI 00:09:02 - Navigating AI Terminology and Credibility 00:10:30 - The Future of B2B Marketing and AI Agents 00:12:35 - The Evolving Role"
YouTube Link 2025-11-25T20:00Z 105K followers, [----] engagements
"Exploring Micron G9 NAND The World's Fastest NAND - Six Five Podcast On this episode of the Six Five Podcast host Daniel Newman is joined by Micron Technology's Russ Meyer Senior Vice President of NAND Technology Development for a conversation on the groundbreaking advancements in NAND technology. Micron a leading name in memory and storage solutions has recently unveiled a series of innovative products including the worlds fastest data center SSD and the revolutionary G9 NAND technology marking a significant leap in the storage industry. Their discussion covers: - Micron's back-to-back"
YouTube Link 2025-01-06T18:21Z 106K followers, [----] engagements
"SAP Earnings $SAP - Episode [---] - Six Five Podcast SAP Earnings $SAP https://twitter.com/PatrickMoorhead/status/1584889116554326016s=20&t=Em4cT9mkdk1VXJplQRgJfw https://futurumresearch.com/research-notes/sap-q3-2022-revenue-up-15-to-7-8b-euros-as-cloud-rises-38/ https://twitter.com/danielnewmanUV/status/1584891399350018050s=20&t=O374nY6Q-rntVG0GRQICBg Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice"
YouTube Link 2022-10-28T17:36Z 103K followers, 15.9K engagements
"Drill Down Earnings Ep. 55: A quick look at Zscaler ($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 104K followers, 48.6K engagements
"Has the Token Economy Arrived Decoding NVIDIAs GTC and the Future of AI On this episode of the Six Five Webcast - Infrastructure Matters hosts Camberley Bates Keith Townsend and Dion Hinchcliffe dive into the highlights and key takeaways from the recent GTC Conference. Topics include NVIDIA's strategies and dominance in the AI sector the ongoing challenges of AI infrastructure and the intriguing concept of a token economy as a measuring tool for AI costs. Their discussion covers: GTC Conference Highlights: An overview of the conference's growth significance and key announcements such as the"
YouTube Link 2025-03-31T20:59Z 105K followers, [---] engagements
"Drill Down Earnings: The very latest as Paypal (PYPL) reports fourth quarter earnings Breaking earnings from Paypal (PYPL) with a look at the business story behind these earnings and some tough talk from the new CEO Alex Chriss 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 technology"
YouTube Link 2024-02-08T03:26Z 103K followers, 29.6K engagements
"Drill Down Earnings Shorts Ep. 100: Lumentum Q3 earnings essentials ($LITE) Instant analysis of Lumentum ($LITE) Q3 earnings as we hear from CEO Alan Lowe. 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 #Lumentum #earnings @lumentum1789 $LITE #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business"
YouTube Link 2024-05-06T23:47Z 106K followers, [---] engagements
"Building Context-Aware AI for the Enterprise - Six Five On The Road 00:00:00 - Introduction and Childhood Reflections 00:01:00 - The Evolution of Content Consumption 00:02:00 - AI Opportunities Beyond LLMs 00:03:00 - Contextual AI and Enterprise Challenges 00:04:00 - Unlocking Enterprise Data for AI 00:05:00 - Balancing AI Readiness with Security 00:06:00 - Real-World Applications of AI in Supply Chains 00:07:00 - Managing AI Accuracy and Governance 00:08:00 - The Rise of AI-Generated Content 00:09:00 - Synthetic Data vs. Real Data in Enterprises 00:10:00 - The Importance of Real Data in AI"
YouTube Link 2025-11-21T22:01Z 104K followers, [----] engagements
"Drill Down Earnings Ep. 136: Oracle Q4 [----] earnings essentials ($ORCL) Instant analysis of Oracle ($ORCL) Q4 [----] earnings as we hear from CEO chief technology officer and founder Larry Ellison. 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 #oracle #earnings @Oracle $ORCL #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business @DrillDownPod"
YouTube Link 2024-06-12T17:39Z 104K followers, [----] engagements
"Todays Business Challenges Need a New Approach for Data Management - Futurum Tech Webcast On this episode of the Futurum Tech Webcast - Interview Series I am joined by Quantum Incs CEO Jamie Lerner for a conversation on how Quantum is solving the challenges of data management for todays business. Our discussion covers: * The current macro trends in the data management and storage markets * Quantums current portfolio and how it solves customers challenges in ways that other vendors cannot and which products are driving the most interest * Where the data management and data storage trends are"
YouTube Link 2023-10-12T18:37Z 105K followers, 29.2K engagements
"The Flip Should the U.S. take equity stakes in frontier tech Should the government take stakes in tech 🤯 On this week's "The Flip" segment Daniel Newman argues that yes the government should act like a sovereign wealth fund taking equity stakes in essential industries (like Intel and rare earths) instead of just giving out grants that are never repaid. Patrick Moorhead counters that this model only makes sense in oligopolies and monopolies arguing that picking winners in competitive fields like Quantum would be impossible. Watch the full episode for this high-stakes debate on the future of"
YouTube Link 2025-11-04T19:00Z 103K followers, [----] engagements
"Dreamforce 25: Salesforce is becoming a developer powerhouse 💪 Jason Andersen Vice President and Principal Analyst at Moor Insights & Strategy reviews the massive Agent Builder overhaul. He dives into AgentScript for deterministic code and the new MuleSoft Agent Fabric. A great evolution for low-code and pro-code teams"
YouTube Link 2025-10-17T23:39Z 103K followers, 17.3K engagements
"Ep170 EARNINGSPALOOZA-Salesforce HPE MongoDB HP Pure Storage Broadcom Cisco Dell Technologies 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"
YouTube Link 2023-06-02T17:16Z 104K followers, 23.5K engagements
"AWS Observability Update from AWS re:Invent [----] - Six Five On the Road 00:00:00 - Introduction to AWS reInvent [----] 00:01:00 - Keynote Highlights and Innovations 00:02:30 - The Growth of Startups on AWS 00:03:50 - Challenges in Modern Observability 00:05:10 - Rethinking Observability with AI 00:06:30 - The Role of Frontier Agents 00:08:00 - Importance of Agent Core Observability 00:09:30 - Market Growth and AI Platforms 00:10:15 - Unified Data Lake and Its Significance 00:11:30 - Efficiency of Agent Core vs. DIY Solutions 00:12:30 - Future of Observability and AI Integration 00:14:00 -"
YouTube Link 2025-12-17T19:01Z 105K followers, [----] engagements
"Apple's AI sucks -- why people still buy it Daniel Newman and Patrick Moorhead dig into Apple and the "new" SE phone on Episode [---] of The Six Five Pod"
YouTube Link 2025-02-22T04:24Z 79.4K followers, [---] engagements
"Groking Grok-3 - Episode [---] - Six Five Podcast Groking Grok-3 https://x.com/danielnewmanUV/status/1891845938404012528 https://x.com/danielnewmanUV/status/1891988379631239487 https://x.com/PatrickMoorhead/status/1891829617800982706 https://www.reuters.com/technology/artificial-intelligence/musks-xai-unveils-grok-3-ai-chatbot-rival-chatgpt-chinas-deepseek-2025-02-18/ https://www.nbcnews.com/tech/tech-news/musk-xai-releases-grok-3-rcna192670 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 2025-02-21T17:08Z 104K followers, [----] engagements
"Microsoft Earnings $MSFT - Episode [---] - Six Five Podcast Microsoft Earnings $MSFT https://twitter.com/PatrickMoorhead/status/1453099180050747397s=20 https://futurumresearch.com/research-notes/microsoft-sees-revenue-growth-accelerate-to-22-in-q1/ 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 2021-10-29T17:25Z 104K followers, [----] engagements
"GlobalFoundries Earnings - Episode [---] - Six Five Podcast GlobalFoundries Earnings https://twitter.com/PatrickMoorhead/status/1625508719273340932s=20 https://investors.gf.com/latest-quarterly-results https://futurumresearch.com/research-notes/globalfoundries-revenue-for-q4-2022-hits-2-1b-up-14-yoy/ https://youtu.be/itgylhx2GIc 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 2023-02-17T19:43Z 106K followers, 25K 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
"Driving the Next Era of Computing with Intel Foundry Services Semiconductors have never been more essential to the world. Recent events from pandemic-induced supply chain disruptions to geopolitical instabilities have shined a renewed spotlight on the importance of this strategic industry. Yet even as the world is witnessing unprecedented supply challenges demand for advanced chips continues to grow. This demand is driven by inflections in several industries from automotive electrification and autonomy to the emergence of domain-specific computing architectures in the data center. With its"
YouTube Link 2022-06-21T17:27Z 105K followers, 28.2K engagements
"Drill Down Earnings Ep. 145: SAP Q2 earnings essentials ($SAP) Instant analysis of SAP ($SAP) Q2 earnings as we hear from CEO Christian Klein. 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 #sap #earnings @SAP $SAP #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductorstocks #stocks #trading #business @DrillDownPod"
YouTube Link 2024-07-22T23:53Z 103K followers, [----] engagements
"Unlocking Opportunities for Growth - The Six Five On the Road On this episode of the Six Five - On the Road hosts Daniel Newman and Patrick Moorhead are joined by HP's Dave McQuarrie Chief Commercial Officer for a conversation on leveraging growth markets and growth segments to drive business forward. Dave elaborates on why these areas are rich with untapped potential for partners aiming to expand their customer base and boost revenues. The discussion covers: * The significance of Growth Markets and Growth Segments like small to medium businesses as untapped opportunities for partners. *"
YouTube Link 2024-03-07T01:00Z 104K followers, 34.8K engagements
"Powering the New Normal with SAS and The AIoT In this episode of the Futurum Tech Podcast - Interview Series Daniel Newman interviews Jason Mann VP of IoT at SAS. Their conversation centered around IoT and AIoT which is the Artificial Intelligence of Things and how companies are using this technology to drive innovation and gain a competitive advantage. When you think about the millions of connected devices generating a massive amount of data adding artificial intelligence capabilities into the equation enables you to infinitely more with the data. The AIoT has the power to transform"
YouTube Link 2020-05-06T19:06Z 104K followers, [--] engagements
"Rakuten Symphony Strikes Up Alliance with Intel and Juniper to Deliver Symware For this vignette of a recent episode of the Futurum Tech Webcast Part of the 5G Factor series analysts Ron Westfall and Shelly Kramer assess the 5G ecosystem implications of the Rakuren Symphony Intel and Juniper Networks collaboration to develop Symware a carrier-grade Open RAN solutions aimed at modernizing radio cell sites by using the latest cloud-native architecture and capabilities. #Rakuten #RakutenSymphony #Intel #Juniper #Symware #cloud #5G #5GFactor #Futurum #FuturumResearch #FuturumTechWebcast Futurum"
YouTube Link 2021-11-04T19:03Z 105K followers, [----] engagements
"AI Everywhere: Why Inferencing Is the Turning Point from Building AI to Using It AI adoption is reaching an inflection point and inferencing is where the shift towards AI at scale becomes real. Patrick Moorhead and Daniel Newman are joined by Flynn Maloy Chief Marketing Officer of ISG at Lenovo to examine why inferencing is emerging as the capability that transforms AI from a research exercise into an operational tool. As organizations move beyond experimentation attention is turning to how AI is actually deployed in production environments. The discussion focuses on how organizations"
YouTube Link 2026-01-13T18:31Z 106K followers, [----] engagements
"Drill Down Earnings Ep. 171: Apple Q2 earnings essentials ($AAPL) Instant analysis of Apple ($AAPL) Q2 earnings as we hear from CEO Tim Cook. 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 @Apple #apple #earnings $AAPL #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductorstocks #stocks #trading #business @DrillDownPod"
YouTube Link 2024-08-01T22:45Z 105K followers, [---] engagements
"Big Tech Earnings: Wins for MSFT NOW SAP IBM. Qualcomm's Guidance Hit. #TechEarnings #AI Microsoft crushed earnings ServiceNow is winning with or without AI and SAP & IBM delivered strong quarters. Meanwhile Qualcomm took a hit after issuing what many saw as weak guidance despite landing dead-center of expectations. They split the goalposts but investors wanted more upside. Get the full breakdown of earnings season from @DanielNewmanUV and @PatrickMoorhead on whats ahead for the big tech players on the latest episode of The Six Five Podcast 🎙 https://youtu.be/DGSy1TSveiwsi=BB7-CiFmCjpOEyn0"
YouTube Link 2025-05-05T20:33Z 104K followers, 26K engagements
"Drill Down Earnings Ep. 170: Mobileye Global Q2 earnings essentials ($MBLY) Mobileye's Q2 Earnings Call: Wall Street Disappointed China Remains a Challenge. Instant analysis of Mobileye Global ($MBLY) Q2 earnings as we hear from CEO Prof. Amnon Shashua. 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 #mobileye #earnings @mobileye $MBLY #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business @drilldownpod"
YouTube Link 2024-08-01T18:26Z 108K followers, [---] engagements
"From D.C. to Silicon Valley: Navigating the AI Revolution 0:00 Intro: Hosts discuss recent personal events 8:07 Winning the AI race: Key themes from DC summit (The Decode) 12:10 Build it here: Challenges of US chip manufacturing (The Decode) 18:08 Trump's AI plan: Executive orders and diplomacy (The Decode) 24:34 Tariffs and trade: Surprising economic resilience (The Decode) 30:54 Is Apple doomed Debating the tech giant's future (The Flip) 37:03 Tesla earnings: AI hype vs automotive reality (Bulls and Bears) 43:40 Google's AI advantage: Vertically integrated stack (Bulls and Bears) 49:22"
YouTube Link 2025-07-28T21:00Z 109K followers, [---] engagements
"Drill Down Earnings Shorts Ep. 149: Alphabet Q2 earnings essentials ($GOOG) Alphabet Q2 Earnings - Turning the Tide for the YouTube Business. Instant analysis of Alphabet ($GOOG) Q2 earnings as we hear from CEO Sundar Pichai. 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 #alphabet #earnings $GOOG #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductorstocks #stocks #trading #business @DrillDownPod @Google"
YouTube Link 2024-07-23T23:49Z 108K followers, [---] engagements
"Drill Down Earnings Ep. 125: Okta Q1 earnings essentials ($OKTA) Instant analysis of Okta ($OKTA) Q1 earnings as we hear from CEO Todd McKinnon. 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 #okta #earnings $OKTA #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business @DrillDownPod"
YouTube Link 2024-05-30T01:37Z 108K followers, [----] engagements
"Google Earnings $GOOG - Episode [---] - Six Five Podcast Google Earnings $GOOG https://twitter.com/PatrickMoorhead/status/1585370090287296513s=20&t=3skJiG_ldggEqnyqwVy4Rw https://twitter.com/danielnewman UV/status/1585027040713256961s=20&t=O374nY6Q-rntVG0GRQICBg https://twitter.com/danielnewmanUV/status/1585008098921820161s=20&t=O374nY6Q-rntVG0GRQICBg Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice"
YouTube Link 2022-10-28T17:39Z 109K followers, 10.7K engagements
"Drill Down Earnings Ep. 169: Lam Research Q4 earnings essentials ($LRCX) 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 @LamResearchCorp #earnings $LRCX #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductorstocks #stocks #trading #business @DrillDownPod"
YouTube Link 2024-08-01T00:38Z 108K followers, [----] 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 2026-01-27T22:00Z 108K followers, [--] engagements
"AIs next bottleneck isnt GPUs its data center power and permission On Ep. [---] of The Six Five Pod Patrick Moorhead and Daniel Newman break down why massive new data centers now hinge on energy production regulation and community impact. As recent guest of the pod Martin Casado puts it: compute isnt the constraint anymore regulation is. The U.S. still leads in silicon. But without faster energy buildout AI can't scale. Catch the full episode to hear more from them on what's needed for a true AI Manhattan Project"
YouTube Link 2026-01-21T01:36Z 108K followers, 104K engagements
"Infrastructure for the AI Era: From Experimentation to Execution AI doesnt fail because of weak models. It fails when the infrastructure decisions underneath them werent built for scale. As AI investment accelerates many organizations are discovering that ambition alone does not translate into results. The real challenge is infrastructure and the growing gap between experimentation and execution is forcing IT leaders to rethink architecture deployment models and long-term strategy. In this episode of Six Five On The Road hosts Patrick Moorhead and Daniel Newman are joined by Vlad Rozanovich"
YouTube Link 2026-01-15T23:30Z 108K followers, 19.6K engagements
"GlobalFoundries Q2FY24 Earnings - Episode [---] - Six Five Podcast GlobalFoundries Q2FY24 Earnings https://twitter.com/PatrickMoorhead/status/1820962443918492060 https://twitter.com/danielnewmanUV/status/1820839889811677610 https://twitter.com/danielnewmanUV/status/1820843295045550493 https://investors.gf.com/news-releases/news-release-details/globalfoundries-reports-second-quarter-2024-financial-results Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as"
YouTube Link 2024-08-09T16:49Z 108K followers, [----] engagements
"Lattice CertusPro-NX for Edge Launch - Episode [--] - Six Five Podcast Lattice CertusPro-NX for Edge Launch https://twitter.com/PatrickMoorhead/status/1407728163929591810s=20 https://www.forbes.com/sites/patrickmoorhead/2021/06/25/lattice-semiconductor-launches-certuspro-nx-fpgas-for-the-edge-and-updates-core-application-software/ https://thesixfivesummit.com/session/future-proofing-the-edge/ 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 2021-07-03T21:22Z 108K followers, [----] engagements
"Drill Down Earnings Shorts Ep. 158: F5 Q3 earnings essentials ($FFIV) Secrets to F5's Third Quarter Impressive Revenue Growth Instant analysis of F5 ($FFIV) Q3 earnings as we hear from CEO Franois Locoh-Donou. 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 #f5 #earnings @F5 $FFIV #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductorstocks #stocks #trading #business @DrillDownPod"
YouTube Link 2024-07-29T23:07Z 108K followers, [---] engagements
"HP Inc Q3FY24 Earnings - Episode [---] - Six Five Podcast HP Inc Q3FY24 Earnings https://twitter.com/danielnewmanUV/status/1828903178408194233 https://investor.hp.com/news-events/news/news-details/2024/HP-Inc.-Reports-Fiscal-2024-Third-Quarter-Results/default.aspx https://x.com/PatrickMoorhead/status/1829193355076534328 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 2024-08-30T22:35Z 108K followers, [----] engagements
"The Flip goes full Texas. Mild medium wild. The Flip goes full Texas. Mild medium wild. On Ep. [---] of The Six Five Pod in this weeks The Flip segment Patrick Moorhead and Daniel Newman take the gloves offin person and on the clock. The debate: Will custom silicon overtake merchant AI silicon within three years What follows is a rapid-fire showdown that touches on everything from cloud-built chips and software lock-in to whether headlines about the end of GPUs match reality. From Googles TPU momentum to Apples rumored AI server ambitions Nvidias system-level evolution and what AMD still hasnt"
YouTube Link 2026-01-21T20:20Z 108K followers, 11.1K 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
"IonQ Scores a $20M UMD Deal. Triples Order Expectations $DMYI - Episode [--] - Six Five Podcast IonQ Scores a $20M UMD Deal. Triples Order Expectations $DMYI https://www.forbes.com/sites/patrickmoorhead/2021/09/09/ionq-scores-20m-quantum-computing-deal-with-university-of-maryland-and-triples-2021-bookings/ Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice"
YouTube Link 2021-09-11T00:07Z 108K followers, 10.7K engagements
"Honeywell Climate Pledge - VMware Shares the Decoder Ring for Cloud - Six Five Podcast Honeywell Climate Pledge Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice"
YouTube Link 2021-04-09T21:26Z 108K followers, [----] engagements
"Drill Down Earnings Ep. 207: Autodesk Q2 earnings essentials ($ADSK). Instant analysis of Autodesk ($ADSK) Q2 earnings as we hear from CEO Andrew Anagnost. 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 @Autodesk #autodesk #earnings $ADSK #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business @DrillDownPod"
YouTube Link 2024-08-30T00:27Z 108K followers, [----] engagements
"DDE Shorts: A quick look at Okta ($OKTA) and its fiscal third quarter earnings report. A rapid-fire insightful look at the breaking earnings from Okta ($OKTA). Its the business story behind these earnings and some insight into the thinking of CEO Todd McKinnon. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than beat or miss its the business stories behind stocks on the move. The Drill Down Earnings is a production of Six Five Media and Futurum"
YouTube Link 2024-02-29T12:09Z 108K followers, [---] engagements
"Honeywell Quantum Breakthroughs - Episode [--] - Six Five Podcast Honeywell Quantum Breakthroughs https://twitter.com/PatrickMoorhead/status/1417986687091757065s=20 https://futurumresearch.com/research-notes/honeywell-reaches-three-important-quantum-milestones/ Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice"
YouTube Link 2021-07-23T02:18Z 108K followers, [----] engagements
"Drill Down Earnings Ep. 152: ServiceNow Q2 earnings essentials ($NOW) Instant analysis of ServiceNow ($NOW) Q2 earnings as we hear from CEO Bill McDermott. 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 @servicenow #servicenow #earnings $NOW #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductorstocks #stocks #trading #business @DrillDownPod"
YouTube Link 2024-07-24T23:51Z 109K followers, [----] engagements
"🤔Execs & AI: Leadership needs to know the tech. Time to get curious 👇 Remember learning the "how" and "why" David Nicholson The Futurum Group's SVP and Global Technology Advisor applies this to AI arguing that even execs need a grasp of the tech (like what LLMs actually do). Is it time for leaders to get hands-on #AI #business #tech #techshorts #technology #artificialintelligence"
YouTube Link 2025-05-12T20:57Z 108K followers, 14.4K engagements
"Customer Digital Experience is Key to Successful Ecommerce In this episode of the Futurum Tech Webcast Im joined by Brian McGlynn General Manager of Commerce Solutions at Coveo to talk about one of my favorite topics: customer experience. And in this instance were discussing customer experience in the ecommerce ecosystem. Before we get started some background. Weve witnessed some major shifts in the last few years as it relates to customer experience. Customers are more savvy than ever before theyre more demanding than ever before they are more impatient than ever before and they have more"
YouTube Link 2022-10-21T19:29Z 108K followers, 25.8K engagements
"Ep. 209: We are Live Talking NVIDIA Apple Broadcom Intel Micron Synopsys 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 Futurum"
YouTube Link 2024-03-22T16:43Z 108K followers, 39.4K engagements
"Drill Down Earnings Ep. 133: Hewlett Packard Enterprise Q2 earnings essentials ($HPE) Instant analysis of Hewlett Packard Enterprise ($HPE) Q2 earnings as we hear from CEO Antonio Neri. 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 #HewlettPackardEnterprise #earnings @HPE $HPE #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business @DrillDownPod"
YouTube Link 2024-06-05T17:54Z 108K followers, [----] engagements
"Revolutionizing Meeting Spaces: Craig Durr Discusses Jabra's Latest Innovations with Olly Henderson On this episode of Futurum Live From Ise [----] The Futurum Groups Craig Durr talks with Olly Henderson Head of Portfolio and Commercialization at Jabra about the launch of Jabra+ for next-generation meeting room and video device management trends in hybrid working and the introduction of AI-powered features in Jabras PanaCast video solutions to enhance productivity and collaboration in the workplace. Their discussion covers: *The unveiling of Jabra+ a unified platform that simplifies the"
YouTube Link 2024-02-01T18:20Z 108K followers, 29K engagements
"Drill Down Earnings Ep. 188: Datadog Q2 earnings essentials ($DDOG) Instant analysis of Datadog ($DDOG) Q2 earnings as we hear from CEO Olivier Pomel. 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 @DatadogHQ #datadog #earnings $DDOG #technology #software #cloudcomputing #chips #ai #artificialintelligence #semiconductors #stocks #trading #business @DrillDownPod"
YouTube Link 2024-08-08T19:26Z 108K followers, [----] engagements
"A Conversation on Cooling Power and Running AI in Production with Lenovo 00:00:44 Welcoming Scott Tease to Discuss Inference at Lenovo Tech World 00:02:35 The Gap Between AI Ambition and Enterprise Reality 00:02:50 Operationalizing AI and the Importance of Inference 00:04:02 The Adoption of AI by Lines of Business 00:04:55 Inference and the Role of SaaS 00:05:39 The Hybrid AI Vision 00:07:08 Distributed Compute Requirements of AI 00:09:14 A Lasting Competitive Advantage in the Age of AI 00:10:15 Identifying Strategic Areas for AI Implementation 00:12:09 The Importance of Unique Data 00:13:10"
YouTube Link 2026-01-15T22:00Z 108K followers, 25.1K engagements
"Ep. [---] The Flip: Can OpenAI's $800B$1T valuation be justified Is OpenAI the foundation of the AI economyor the first major stress test of it With an $800B$1T valuation what has to go right for OpenAI to justify it In The Flip segment on Ep. [---] of The Six Five Pod Daniel Newman and Patrick Moorhead take opposite positions on OpenAIs valuation durability and role in the AI stack. Pat argues that OpenAI is becoming core infrastructure reinforced by execution speed and deep enterprise alignment with Microsoft. Dan argues that model parity intensifying competition from Google and others and"
YouTube Link 2025-12-23T17:58Z 109K followers, 22.9K engagements
"Ep130: We are LIVE Talking Google Tesla IBM Apple Qualcomm and 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. 5:53 Google Cloud Goes Arm With Tau T2A 13:57 Tesla AI Leader Quits - Implications 20:28 IBM Announces New Power10 Platforms 28:48"
YouTube Link 2022-07-15T15:36Z 108K followers, 19.4K engagements
"From Intel's Altera Sale to HPE's Elliot Shake-up: Tech's Turbulent Week 0:00 Intro 5:18 Tariff whipsaw: China tech and trade chaos (The Decode) 13:41 Intel sells Altera stake to Silver Lake (The Decode) 20:16 Activist investor targets HPE: Elliott Management (The Decode) 24:24 The China chip debate: Sell or restrict (The Flip) 34:32 Real opinions on China chip sales (The Flip) 38:32 Bank earnings benefit from policy volatility (Bulls and Bears) 40:46 Trading vs investing in volatile markets (Bulls and Bears) 42:24 IPO and M&A activity slowing down (Bulls and Bears) 43:22 Predicting the next"
YouTube Link 2025-04-21T14:01Z 108K followers, [---] engagements
"Scaling AI Infrastructure: Lessons from the Lenovo and Nscale Partnership 00:00:50 Infrastructure's Importance in the Age of Generative AI 00:01:43 Introducing Conor (Lenovo) and Stu (Nscale Advisor) 00:03:24 Operationalizing AI at Scale and the Complexity of the Scalable Unit 00:04:46 The Characteristics that Led Lenovo to Partner with Nscale 00:06:11 The Critical Role of Supply Chain Visibility 00:06:48 Managing the Complexity of Churning Architectures 00:07:42 Biggest AI Infrastructure Challenges: Memory and Timelines 00:10:00 Measuring Success: Reliability and Time-to-First-Token 00:11:28"
YouTube Link 2026-01-16T22:45Z 108K followers, 21K engagements
"2023 AI Product of the Year AI Company of the Year The AI Moment Episode [--] #On this episode of The AI Moment we discuss my picks for [----] AI Product of the Year AI Company of the Year [----] AI Product of the Year AI Company of the Year: In this time of AI disruption who has shined In my view it was those which are building and delivering pragmatic enterprise-grade solutions. Those who have been invested in and have understood AI for some time. Those who have clear visions and goals for end results. They are AI innovators. With that in mind I developed a list of companies and products that I"
YouTube Link 2024-01-11T17:58Z 108K followers, 28.2K engagements
"Calix Mobile Backhaul Products Meeting 5G Demand Calixs AXOS E5 Ethernet Service Access Nodes integrate Carrier Ethernet 10G and 1G UNI Service Demarcation and Ethernet Aggregation Capabilities In this vignette of The 5G Factor Ron Westfall and Todd R. Weiss discuss why they see Calix mobile backhaul products are meeting the growing demands of 5G carriers and their customers as small cells are proliferating and network traffic and competition are growing. Meeting these changing requirements requires a network that deploys quickly is always on and provides unprecedented visibility for the"
YouTube Link 2023-09-12T20:15Z 108K followers, 24.2K engagements
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