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

The Six Five with Patrick Moorhead and Daniel Newman

Release Date: 01/31/2025

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 ...

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

The Six Five with Patrick Moorhead and Daniel Newman

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

The Six Five with Patrick Moorhead and Daniel Newman

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

The Six Five with Patrick Moorhead and Daniel Newman

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...

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,...

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...

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...

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...

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

The Six Five with Patrick Moorhead and Daniel Newman

More Episodes

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?

https://x.com/PatrickMoorhead/status/1882937702951379398

https://x.com/PatrickMoorhead/status/1883122284648624190

https://x.com/PatrickMoorhead/status/1883865746176156096

https://x.com/PatrickMoorhead/status/1883926761987260892

https://x.com/PatrickMoorhead/status/1883976154987872352

https://x.com/PatrickMoorhead/status/1883956139164831985

https://x.com/PatrickMoorhead/status/1883981761794941113

https://x.com/PatrickMoorhead/status/1883998475689562507

https://x.com/PatrickMoorhead/status/1884003102514426350

https://x.com/PatrickMoorhead/status/1884022614160728093

https://x.com/PatrickMoorhead/status/1884204733839106273

https://x.com/PatrickMoorhead/status/1884310526106427898

https://x.com/PatrickMoorhead/status/1884670408038752733

https://x.com/PatrickMoorhead/status/1884973348188217692

https://x.com/danielnewmanUV/status/1884627766135398784

https://x.com/danielnewmanUV/status/1884372146304213401

https://x.com/danielnewmanUV/status/1884264060213923916

https://x.com/danielnewmanUV/status/1883954747482243205

https://x.com/danielnewmanUV/status/1883994547715481823

https://x.com/danielnewmanUV/status/1883890084128211004

https://x.com/danielnewmanUV/status/1883930419529236623

https://x.com/danielnewmanUV/status/1883910247720665453

https://x.com/danielnewmanUV/status/1883731469056811102

https://x.com/danielnewmanUV/status/1883553089682067477

Azure Disappoints While AI Soars

https://x.com/PatrickMoorhead/status/1884720577631707324

https://x.com/danielnewmanUV/status/1884732896193253850

https://x.com/danielnewmanUV/status/1884710180966867177

https://www.microsoft.com/en-us/investor/earnings/fy-2025-q2/press-release-webcast

https://finance.yahoo.com/news/microsoft-stock-moves-lower-after-q2-cloud-revenue-fell-short-of-expectations-165353435.html

https://seekingalpha.com/news/4400733-microsoft-demonstrates-ai-monetization-growth-outside-of-infrastructure

IBM Up 12 Percent 😳

https://x.com/PatrickMoorhead/status/1884713446161473854

https://x.com/danielnewmanUV/status/1884718264363688395

https://finance.yahoo.com/news/why-ibm-stock-14-today-172603965.html

https://www.barrons.com/articles/ibm-earnings-stock-price-2a003e02

Intel Resets Datacenter Roadmap

https://www.intc.com/news-events/press-releases/detail/1726/intel-reports-fourth-quarter-and-full-year-2024-financial

https://uk.finance.yahoo.com/news/intel-forecasts-first-quarter-revenue-210400965.html

https://finance.yahoo.com/news/intel-reports-q4-beats-on-top-and-bottom-line-stock-rises-on-foundry-revenue-outlook-181745845.html

https://www.cnbc.com/2025/01/30/intel-intc-q4-earnings-report-2024.html

https://www.investing.com/news/stock-market-news/intel-reports-q4-earnings-beat-but-offers-weak-guidance-3841003

https://x.com/PatrickMoorhead/status/1885093188278362314

https://www.linkedin.com/posts/cnbc-overtime_shares-of-intel-moved-higher-after-beating-activity-7290845243422187520-hr7s?utm_source=share&utm_medium=member_desktop

https://x.com/danielnewmanUV/status/1885090618176680019

ServiceNow Agents-Agents-Agents

https://x.com/PatrickMoorhead/status/1884719256421441605

https://x.com/danielnewmanUV/status/1884716549862240402

https://www.servicenow.com/company/media/press-room/fourth-quarter-full-year-2024-financial-results.html

https://www.investors.com/news/technology/servicenow-stock-servicenow-earnings-q42024/

https://www.cio.com/article/3813359/servicenow-adds-ai-agent-orchestrator-studio-to-its-now-platform.html

https://www.ciodive.com/news/ServiceNow-AI-agent-portfolio-enterprise-automation/738685/

SAP Rinse & Repeat

https://news.sap.com/2025/01/sap-announces-q4-and-fy-2024-results/

https://finance.yahoo.com/news/saps-q4-earnings-revenues-y-124800410.html

Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

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