Ep148: Talking AWS re:Invent, Marvell, HPE, Pure, Dell Technologies and Salesforce Earnings
The Six Five with Patrick Moorhead and Daniel Newman
Release Date: 12/03/2022
The Six Five with Patrick Moorhead and Daniel Newman
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 week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show...
info_outline Why Customers Choose Google Cloud for Generative AI - Six Five On the RoadThe Six Five with Patrick Moorhead and Daniel Newman
On this episode of the Six Five On the Road, hosts Daniel Newman and Patrick Moorhead are joined by Google Cloud's Oliver Parker, Vice President, Global Generative AI GTM, for a conversation on why Google Cloud is the preferred choice for customers looking into generative AI solutions. Their discussion covers: The reasons behind Oliver Parker's decision to rejoin Google Cloud Insights from recent global meetings with customers about their inquiries and needs regarding generative AI The key factors driving customers towards choosing Google Cloud for generative AI projects Additional...
info_outline Google's Workload Optimized Infrastructure at Next '24 - Six Five On the RoadThe Six Five with Patrick Moorhead and Daniel Newman
On this episode of the Six Five On the Road, hosts Daniel Newman and Patrick Moorhead are joined by Google Cloud's Mark Lohmeyer, Vice President & GM Compute and ML Infrastructure, for a conversation on Google Cloud's latest innovations and strategic direction, particularly focusing on workload-optimized infrastructure. The discussion covers: The holistic approach of Google Cloud toward system-level design optimization across essential technology stacks. The extensive range of TPUs and GPUs available through Google Cloud and partners, enhancing infrastructure flexibility. An in-depth...
info_outline Trusted Data: The Difference Maker - Six Five - On the Road with ClouderaThe Six Five with Patrick Moorhead and Daniel Newman
On this episode of The Six Five On the Road, hosts Daniel Newman and Patrick Moorhead welcome Dipto Chakravarty, Chief Product Officer at Cloudera for a conversation on Cloudera’s growth and product-led innovations and their position as AI continues to disrupt compute infrastructure at Cloudera Elevate 25. Their discussion covers: An overview of Cloudera’s growth strategy and specific product-led innovations Cloudera has planned Cloudera’s “nexus of trusted data” and how this makes their cloud platform unique How Cloudera positions themselves as AI usage trends...
info_outline An Inside Look at Intel Enterprise AI from Vision 2024 - Six Five On the RoadThe Six Five with Patrick Moorhead and Daniel Newman
On this episode of the Six Five - On the Road, hosts Patrick Moorhead and Daniel Newman are joined by Intel's Justin Hotard, Executive Vice President and General Manager, Data Center and AI Group, and Sachin Katti, Senior Vice President and General Manager, Network and Edge Group. This episode offers an insightful discussion on Intel's strategic direction regarding Enterprise AI, which was covered this week during Intel Vision 2024. Their discussion covers: The Enterprise AI Opportunity Intel’s Vision for Enterprise AI and the necessary steps to realize it Intel's scalable...
info_outline Ep. 212: We are Live! Talking Intel, Google, Apple, TSMC, Marvell, U.S. Inflation DataThe Six Five with Patrick Moorhead and Daniel Newman
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 week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show...
info_outline How Adobe is Meeting the Content Needs of the Modern Enterprise - The Six Five In the BoothThe Six Five with Patrick Moorhead and Daniel Newman
On this episode of the Six Five In the Booth, host Keith Kirkpatrick is joined by , Vice President of Digital Media for Enterprise, for an illuminating conversation on how Adobe is catering to the evolving content needs of modern enterprises. Recorded at Adobe Summit, Adobe's premier Digital Experience conference, this discussion delves deep into the realms of innovation, GenAI's business impact, and what the future holds for Adobe Firefly. Their discussion covers: The significance of Adobe Summit as a hub for digital experience innovation and what enterprises are seeking to truly leverage...
info_outline State of AI Adoption with Dell Technologies - Six Five - On the RoadThe Six Five with Patrick Moorhead and Daniel Newman
On this episode of the Six Five - On the Road, hosts Patrick Moorhead and Daniel Newman are joined by Dell Technologies' Kyle Dufresne and Ihab Tarazi, who dive into the State of AI Adoption with Dell Technologies. This discussion unravels Dell's positioning and strategy in the evolving AI landscape, exploring their unique value proposition, as well as, upcoming insights from Dell Technologies World. Our discussion covers: Dell's opportunities in GenAI following NVIDIA GTC The advantages of partnering with Dell for enterprise AI solutions Anticipated highlights and what to expect at Dell...
info_outline Dell AI Factory with NVIDIA from GTC - Six Five - On the RoadThe Six Five with Patrick Moorhead and Daniel Newman
On this episode of Six Five - On the Road, host Patrick Moorhead and Daniel Newman are joined by Dell Technologies' Varun Chhabra, SVP Product Marketing, for a conversation on the collaboration between Dell and NVIDIA known as the Dell AI Factory. This innovative initiative was one of the highlights at the recent NVIDIA GTC event, showcasing how both companies are at the forefront of driving enterprise adoption of AI technologies. Their discussion covers: The unveiling of the Dell AI Factory in partnership with NVIDIA at GTC, and its significance for the AI industry. Insights into Rapid...
info_outline Cloudera’s Enterprise AI Ecosystem - Six Five - On the RoadThe Six Five with Patrick Moorhead and Daniel Newman
On this episode of The Six Five - On the Road, hosts Daniel Newman and Patrick Moorhead welcome Abhas Ricky, Chief Strategy Officer at Cloudera for a conversation on Cloudera’s enterprise AI ecosystem at Cloudera Elevate 25. Their discussion covers: How Cloudera is helping customers use AI in production Cloudera’s strategy to use hybrid to drive growth The latest update to Cloudera’s enterprise AI ecosystem
info_outlineLeading 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 week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:
AWS re:Invent
- https://twitter.com/PatrickMoorhead/status/1598413039568420865?s=20&t=0nvzTiY18dKYk8_8AO5GrA
- https://bit.ly/3iw0Ypw
Marvell Earnings
- https://twitter.com/danielnewmanUV/status/1598450881330089984?s=20&t=uxc9tXgjECzouaAZII4PsQ
- marvell-q3-fy23-highlights-financial-results.pdf (investorroom.com)
HPE Earnings
- https://futurumresearch.com/research-notes/hpe-revenue-hits-7-87b-in-q4-beating-analyst-estimates/
- https://twitter.com/PatrickMoorhead/status/1597765208335732736?s=20&t=C7o_9zMCbIaOz7EKlBI1yg
- https://twitter.com/danielnewmanUV/status/1597725432614297602?s=20&t=uxc9tXgjECzouaAZII4PsQ
- https://twitter.com/danielnewmanUV/status/1595437650734944256?s=20&t=uxc9tXgjECzouaAZII4PsQ
Pure Earnings
Dell Technologies
- https://futurumresearch.com/research-notes/dell-q3-revenue-down-6-but-infrastructure-revenue-up-12/
- https://twitter.com/PatrickMoorhead/status/1594800653494374402?s=20&t=C7o_9zMCbIaOz7EKlBI1yg
Salesforce Earnings
- https://twitter.com/danielnewmanUV/status/1598162850627080192?s=20&t=uxc9tXgjECzouaAZII4PsQ
- https://www.marketwatch.com/amp/story/salesforce-better-get-used-to-marc-benioff-in-charge-because-he-keeps-chasing-off-his-chosen-successors-11669860554
- https://twitter.com/PatrickMoorhead/status/1598073454556639233?s=20&t=C7o_9zMCbIaOz7EKlBI1yg
- https://twitter.com/danielnewmanUV/status/1598074875595624448?s=20&t=uxc9tXgjECzouaAZII4PsQ
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.