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The View from Davos with Qualcomm's Cristiano Amon

The Six Five with Patrick Moorhead and Daniel Newman

Release Date: 01/24/2025

Ep. 252: We are Live! Talking MWC, Salesforce, Broadcom, Marvell, HPE, Tariffs & Tech show art Ep. 252: We are Live! Talking MWC, Salesforce, Broadcom, Marvell, HPE, Tariffs & Tech

The Six Five with Patrick Moorhead and Daniel Newman

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:   MWC Wrap-Up   Salesforce Agentforce 2dx  ...

info_outline Ep. 250: We are Live! Talking Lenovo, Intel & TSMC & Broadcom, Groq, HP, Apple, Microsoft show art Ep. 250: We are Live! Talking Lenovo, Intel & TSMC & Broadcom, Groq, HP, Apple, Microsoft

The Six Five with Patrick Moorhead and Daniel Newman

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:   TSMC & Broadcom Eye Control Of Intel?   Lenovo...

info_outline Ep. 249: Talking Cisco, DOGE, Lattice Semi, OpenAI, CAPEX Spending, Intel, JD Vance & AI show art Ep. 249: Talking Cisco, DOGE, Lattice Semi, OpenAI, CAPEX Spending, Intel, JD Vance & AI

The Six Five with Patrick Moorhead and Daniel Newman

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:   Cisco Gets AI Lift, All-In On DPUs   DOGE & Tech...

info_outline Ep. 248: We are Live! Talking Qualcomm, Arm, AMD, Amazon, Alphabet, IBM, Coherent show art Ep. 248: We are Live! Talking Qualcomm, Arm, AMD, Amazon, Alphabet, IBM, Coherent

The Six Five with Patrick Moorhead and Daniel Newman

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:   Qualcomm Q1FY25 Earnings   Arm Q3FY25 Earnings  ...

info_outline Beyond the Numbers: Jim Anderson on Coherent’s Next Chapter - Six Five Media show art Beyond the Numbers: Jim Anderson on Coherent’s Next Chapter - Six Five Media

The Six Five with Patrick Moorhead and Daniel Newman

Want to know more about Coherent’s quarterly results? Get the details directly from CEO, , Hosts and share a conversation on the evolving dynamics at Coherent and their vision for the future in tech. Tune in as they cover 👇 Coherent's key role in the AI revolution: Discover how the company is contributing to the rapid growth of datacom and AI technologies The power of a diverse industrial business: Learn about the often-overlooked industrial segments and their importance to Coherent's overall success Building a winning culture: Jim emphasizes the critical role of cultural...

info_outline IBM on the Upswing, Intel Struggles, and the DeepSeek Saga Continues - Six Five Webcast - Infrastructure Matters show art IBM on the Upswing, Intel Struggles, and the DeepSeek Saga Continues - Six Five Webcast - Infrastructure Matters

The Six Five with Patrick Moorhead and Daniel Newman

On this episode of the Six Five Webcast - Infrastructure Matters, hosts , , and discuss the latest developments and challenges in the tech industry. The discussion delves into IBM's recent successes, Intel's ongoing struggles, and the unfolding saga of a remarkable technology known as DeepSeek. Their discussion covers: The factors contributing to IBM's current upswing and what it indicates about their strategic direction. Intel's challenges amidst a competitive semiconductor market and potential strategies for recovery. An in-depth look into the DeepSeek technology, its implications,...

info_outline Stargate - The $500 Billion Money Grab - Six Five Webcast: Infrastructure Matters show art Stargate - The $500 Billion Money Grab - Six Five Webcast: Infrastructure Matters

The Six Five with Patrick Moorhead and Daniel Newman

On this episode of the Six Five Webcast: Infrastructure Matters, hosts , , and share a conversation on the AI industry, its leadership, competitive landscape, and the infrastructural challenges and opportunities it presents. Their discussion covers: The pivotal role of CEOs in steering their companies through AI transformation and the strategic importance of AI in future corporate success.  The intense competition for both talent and data essential for creating powerful AI models, highlighting the efforts of giants like OpenAI, Meta, and Anthropic. Details about Project Stargate, a...

info_outline Six Five Connected with Diana Blass: Broadcom Leaders Maintain Mainframe's Relevance show art Six Five Connected with Diana Blass: Broadcom Leaders Maintain Mainframe's Relevance

The Six Five with Patrick Moorhead and Daniel Newman

Mainframes are not only here to stay—they’re leading the way!    This powerful tech is not only alive but thriving, powering 74% of the world's transactional workloads. From banking to shopping, the mainframe is the backbone of our digital world, offering unmatched security, resilience, and performance. 💪 But there's a catch: with a generation of mainframe experts heading into retirement, the industry needs fresh talent! 👨‍💻👩‍💻 is joined by subject matter experts from various companies including , , , and , for a conversation on how organizations are...

info_outline Powering AI Responsibly: Improving Data Center Efficiency in the Age of Rising Energy - Six Five Media show art Powering AI Responsibly: Improving Data Center Efficiency in the Age of Rising Energy - Six Five Media

The Six Five with Patrick Moorhead and Daniel Newman

The rise of AI is revolutionizing industries, but can we harness the power of AI while minimizing its environmental impact? Six Five Media host met with two industry leaders: , Chief Sustainability Officer, and , Chief Architect of and a Hewlett Packard Enterprise Fellow, both from to discuss this critical topic. Tune in as they discuss ⤵️ • The sheer scale of AI's energy consumption and the urgent need to mitigate its impact on the climate crisis • Holistic strategies for reducing the carbon footprint of AI deployments, including innovative data center designs and optimized...

info_outline Ep. 247: We are Live! Talking DeepSeek, Microsoft, IBM, Intel, ServiceNow, SAP show art Ep. 247: We are Live! Talking DeepSeek, Microsoft, IBM, Intel, ServiceNow, SAP

The Six Five with Patrick Moorhead and Daniel Newman

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:   DeepSeek Panic or Joy?   Azure...

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What's Qualcomm's CEO Cristiano Amon saying from Davos?

He has great optimism for growth and the crucial role of collaboration between public-private partnerships in driving progress. Find out why below ⬇

Hosts Daniel Newman and Patrick Moorhead are back with another interview on The View From Davos. They met up with Qualcomm's Cristiano Amon, President and Chief Executive Officer, to discuss the latest tech advancements and market trends observed at this year’s WEF. Cristiano shares his valuable insights from the forum including his optimism for growth and the crucial role of collaboration between public-private partnerships in driving progress.

Check out the full interview for more on:

  1. AI in real-world applications and tangible value creation with are top of mind for business and government leaders

  2. Edge computing is key to unlocking AI's potential: Latency, privacy, and cost are driving a shift towards distributed computing power

  3. The lines between cloud and edge are blurring

  4. Qualcomm’s role in powering AI innovation across industries, from mobile to automotive to industrial IoT

  5. A new era of IoT is dawning: Advances in AI, edge computing, and connectivity are creating opportunities for a resurgence of the Internet of Things.