This is a rare opportunity for us to get a glimpse into the brain of one of the key executives behind the Qualcomm Technology Licensing business. &nbsp; Our guest today, is John Han, Senior Vice President &amp; General Manager of Qualcomm Technology Licensing (QTL), a division of Qualcomm Incorporated. &nbsp; Here are the questions we covered during our conversation: &nbsp; John, could you please introduce yourself and your role within Qualcomm to our audience? Your bio says you work for “QTL” and in IP. I thought Qualcomm made wireless chips? Who are your customers? How does it work? &nbsp; Oh, so you’re one of those companies that buys patents and sues people when they use them? &nbsp; Qualcomm doesn’t have the most patents. How can it say it has the most valuable portfolio of patents? &nbsp; There are sone key terms that are important in the licensing game. FRAND is one of them. I always am thinking, “can’t we just be FRANDS?” &nbsp; is the wild west, but there are also the terms “hold up” and “hold out”. What on earth are these and why should we care? &nbsp; your recent earnings call, it sounded like you had signed up every single smart phone maker with 5G licenses. Is this a sweep? &nbsp; had previously been under intense scrutiny for how you treated your customers and IP. But none of these jurisdictions asked you to change anything about your program, how it’s structured. So what’s the secret to the success? &nbsp; We’re hearing about 5G in cars, in buildings, in PCs. Are we done with 5G? &nbsp; 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.&nbsp;

Six Five Insider with Qualcomm Technologies Licensing’s John Han

In this episode of the Futurum Tech Webcast, analysts Shelly Kramer and Steven Dickens discuss the recent announcements out of , targeting security, an Open Mainframe, and facilitating developer agility. I’ll note before touching on our conversation that the IT Infrastructure Management Software Market is growing at a rapid rate in 2021 and that growth is very much expected to continue. The key players in that space are:&nbsp; CA Technologies, Oracle, IBM, EMC, Microsoft, BMC Software, Dell, LabTech, Symantec, Apple, HPE and SAP. Precision Reports has a new study out on this topic and . Seeing this focus by BMC is exactly what we would expect. In this short conversation, Steven and I discussed the rise of malicious threats in the market as a whole and how attacks like SolarWinds, the JBS meat production facility and, most recently, the REvil group’s attack on a managed IT software provider, Kaseya are forcing a focus on protecting from malicious insider threats, especially as it relates to the mainframe. With Steven’s vast experience in the mainframe industry, his insights here, and his take on the path BMC is taking, are invaluable.

With Growth in Mind, BMC Software Targets Security, Open Mainframe and More

On this episode of the Futurum Tech Webcast – Interview Series I am joined by , Found and CEO of VAST Data for an exciting conversation about the future of IT and data, and how it is impacting the way we work, live and communicate. It was a fascinating conversation from the leader of this great up-and-coming company. The Future of IT and Data In our conversation we discussed the following:  A quick overview of VAST Data An exploration in the high-level shifts we are seeing in enterprise tech The opportunities in the data and storage landscape How VAST Data works to help organizations overcome the way they typically view storage resources Real-world customer success stories that solidify VAST’s position in the market  VAST Data is making a name for itself and it will be interesting to continue to follow their journey over the next few months. I expect we will continue to hear great things from the company. If you’d like to learn more about VAST and what they do,  or watch the full episode below. Don’t forget to subscribe so you never miss an episode.

The Future of IT and Data with VAST Data CEO Renen Hallak

On this episode of&nbsp;The Six Five – On The Road hosts Daniel Newman and Patrick Moorhead are joined by , President of Dell Technology Services to discuss industry trends, sustainability needs, and what the future holds for Dell and their customers. Their conversation covered:  The challenges customers are facing with the ongoing pandemic, inflation, and other geopolitical issues What’s top of mind for Dell’s customers A dive into how the needs of companies are shifting today A little overview of Dell’s 2030 sustainability goals  To learn more about the Dell Technology, .

Six Five on the Road at Dell Headquarters with Doug Schmitt, President, Dell Technologies Services

In this inaugural episode of The Big Ideas Series, a production of the Futurum Tech Webcast devoted to companies who are driving innovation and helping their customers do big things, I’m joined by , Intelligent Automation Strategist for DataXstream. Our conversation today explores how AI-powered tech is changing the game for wholesale distributors at a time when they need every advantage they can get. So much has changed in the last few years for wholesale distribution. With the supply chain in a state of constant flux, the pressure is on for wholesaler distributors to offer fast, agile, nimble, and reliable partnerships. Being able to work efficiently will be key to survival as wholesalers navigate stiff competition. But exactly how do wholesalers do that? If this is on your mind as well, this is one show you’ll want to tune in for. Here are just a few of the things we covered:  The complexities of the wholesale process: why is it complex and what are some of the common challenges customers face? What OMS+ is and why it’s a game-changer for wholesalers. How automation functionality can make a big difference for wholesalers. What the integration of intelligent automation into the platform and the launch of OMS+ia means for customers — and why it’s exciting.  Kathleen also shared some customer use case examples to illustrate the power of OMS+ai in action which were pretty cool. If you’d like more information on DataXstream’s OMS+ai, download the .

Why AI-Powered Tech is Changing the Game for Wholesale Distributors

In this episode of the Futurum Tech Webcast, Interview Series, I’m joined by , Senior Vice President, Product Management for Mitel, who oversees Mitel’s product portfolio and product marketing, including UC platforms, applications, and devices for a conversation about trends in Unified Communications (UC), the many challenges customers face in leveling up their business comms, and a look at what’s ahead for Mitel. Mitel is an industry stalwart, with a long history, a reputation for a laser focus on innovation, and its deep penetration in enterprise telephony. Our conversation today covered the following:  Industry trends that we’ve seen emerging over the course of the last couple of years, and specifically some of the trends that Martin and his team at Mitel are leaning into. We explored business problems and communication challenges that customers face today in a world of hybrid work and what is often a distributed workforce, and some of the business problems Mitel helps customers solve. What the ‘different flavors’ of Unified Communications are and what businesses should be thinking about when they are trying to level up their business comms capabilities. Mitel is a well-established company, having been in the market for almost 50 years, serving many customers. We chatted a little about that big customer base and some of the innovative things that Mitel is doing to serve them. We also explored verticals and some of the focus that Mitel is doing in the vertical markets and why that’s significant. We also discussed the fact that the majority of Mitel’s sales comes through its partner ecosystem and the role that customer lifecycle management plays here, as well as how partners benefit from that partner value prop.  Lastly, I asked Martin to walk me through what’s ahead for 2023 and beyond, and what the roadmap for Mitel’s current and future customers looks like, and why that’s something for our listeners, customers, partners, and the industry as whole to be excited about.

Trends in Unified Communications, Challenges Customers Face in Leveling Up Business Comms, and What’s Ahead for Mitel

On this episode of the Futurum Tech Webcast – Interview Series, Futurum principal analyst Daniel Newman is joined by Intel’s Kavitha Prasad for a conversation on the expansion of AI and how Intel’s CPU architecture provides adequate infrastructure for this rapidly developing market niche. &nbsp; This webcast is sponsored by Intel.

A Deep Dive Into Intel’s Advances in Artificial Intelligence and Workload Acceleration

On this episode of The Six Five –Insider Edition, hosts Daniel Newman and Patrick Moorhead sit down with Micron’s , Corporate Vice President & General Manager, Mobile Business Unit.&nbsp; Their discussion covers:   Why end users should think about memory and storage when purchasing a new phone   What unique differentiators and value Micron brings to memory/storage and the mobile ecosystem   Micron mobile’s latest technology and ecosystem accomplishments   Mark’s predictions of future mobile use and innovation   What to expect for broader semiconductor innovation&nbsp;   Be sure to , so you never miss an episode. &nbsp;

The Six Five Insider Edition with Micron's Mark Montierth at Mobile World Congress 2023

In this episode of the Futurum Tech Webcast – Interview Series, we address the topic of 5G private networks innovation and why it is vital to advancing enterprise connectivity. By replacing wired connections with wireless and unifying existing wireless connections, 5G private networks are increasingly simplifying and optimizing digital technology deployment at scale throughout industrial sites. My guests today are , Group Senior Expert, , , Group Leader 5G & Edge Computing, , and , Senior Director, Technology,  Olivier, Fotis, and George are new guests to the show, and incisively share their insights and perspectives on how the companies developed an innovative end-to-end 5G Private Network solution that can transform industrial automation systems. To start our discussion, Olivier described Schneider Electric activities as they relate to the industrial automation of hoisting systems as well as how the current hoisting product runs, how the connectivity is involved and what are the improvement paths. Next George explained how 5G addressed the connectivity challenges in running the Proof of Concept at Schneider Electric premises plus what is Qualcomm’s strategy as it relates to 5G for industries. Thereafter Fotis described the milestones of the project, what 5G is bringing to the industrial market and what Capgemini’s strategy is in this ecosystem. Our conversation delved further into the following key topics:  Why collaboration is so important to propelling 5G private network capabilities forward. To support innovations in the Hoisting domain, Schneider Electric set up in Grenoble, France a hoisting lab duplicating full hoisting application and helping to validate new solutions. How 5G replacement of cable and optical fiber enables differentiated QoS flows, industrial protocols born on 5G, and the advantages of private disaggregated networks. The way 5G is a real game change by delivering low latency and reliability in full alignment with gaining more flexibility, lower costs, and shorter lead times for factory to production reconfiguration and layout changes. Through highly advanced virtual connectivity, the combined solution can be deployed across diverse industrial and logistic sites. The panel’s favorites for key emerging 5G private network use cases including critical communications, augmented operator, remote assistance, and drones.

Qualcomm, Schneider Electric, and Capgemini Hoist Private 5G Capabilities to New Levels

On this episode of The Six Five – On The Road Partner Edition, hosts Daniel Newman and Patrick Moorhead welcome ’s , EVP Worldwide Partners, ’s , EVP/CIO of Consumer Lending and ’s , VP, Banking & Capital Markets, Head of Global Insights & Data. Their discussion covers:   Insights into the innovations happening in the area of financial transactions   What Wells Fargo is focusing on to bring new features to improve the customer experience, save costs and modernizing for the future   How they’re prioritizing at the c-suite level where everything is important   How Capgemini is working with its partners to help their customers modernize and innovate within Financial Services   An overview of MongoDB’s announcement launching Atlas for Industries   Be sure to , so you never miss an episode.

The Six Five – On The Road Partner Edition at MongoDB .local NYC with Alan Chhabra, Nadeem Kayani, and Arindam Choudhury

In this episode of&nbsp;The 5G Factor, our series that focuses on all things 5G, the IoT, and the ecosystem as a whole, I’m joined by my colleague and fellow analyst, Steven Dickens for a look at 5G news and what’s going on that caught our attention. Our conversation focused on: Red Hat Becomes the Primary Infrastructure Platform for Nokia's Core Network Applications.&nbsp;Nokia and Red Hat reached an agreement to integrate Nokia’s core network applications with Red Hat OpenStack Platform and RedHat OpenShift. 350 personnel at Nokia will be transferring to Red Hat as Nokia moves on from developing the platforms that host its software. The duo will jointly support and evolve existing Nokia Container Services (NCS) and Nokia CloudBand Infrastructure Software (CBIS) customers while developing a path for customers to migrate to Red Hat’s platforms. We delve into the implications for the 5G ecosystem and telco cloud journeys. Azure for Operators: Build 5G Modern Connected Apps at the Edge. Azure for Operators (AfO) is targeting the advancement of 5G modern connected apps across cloud computing fabrics, especially the edge. AfO brings Azure Public MEC, which leverages the mobile operator’s public 5G network connectivity, and Azure Private MEC, which brings the power of the cloud to the enterprise's own infrastructure, as key solution offerings. We explore why AfO can move the needle in driving 5G modern connected apps across 5G environments. HPE Completes Acquisition of Private 5G Specialist Athonet. With the acquisition of Athonet, HPE sets the company’s sights on bringing private 5G and WiFi together to augment and innovate enterprise connectivity, including using HPE GreenLake’s edge compute and security/SASE portfolio assets. HPE’s Aruba portfolio is already widely deployed throughout global WiFi implementations putting HPE in a strong position to drive private 5G and WiFi services and capabilities, including mixed network scenarios, according to customer needs. HPE also gains 450 more deployments across major verticals such as healthcare, transportation, utilities, and government. We assess what the completion of the acquisitions means for the private 5G market and the overall 5G ecosystem.

5G Factor: Why the Cloud is Key to the Nokia/Red Hat Deal, Azure for Operators 5G Modern Connected Apps Push, and the Completion of the HPE Acquisition of Athonet

In this episode of the Infrastructure Matters podcast, hosts Steven Dickens and Camberley Bates break down the recent earnings from Dell, Lenovo and HPE and the impact of announcements and orders for Generative AI technology. They also dive into the overwhelming number of announcements from Google Cloud Next, with Steven coming straight from the conference. We look at Google partnerships, Vertex, A3 VM, Kubernetes and what Google is doing to address security in their cloud.&nbsp; Topics include:&nbsp;   Recent announcements and earnings from Dell, Lenovo and HPE and what it means in the world of Generative AI   Highlights from the Google Next conference including key announcements around Generative AI   NetApp’s announcements on ONTAP and demo’s for generative AI   And will you trust DuetAI for your Google Gmail?&nbsp;   Competition and collaboration we are seeing with generative AI including highlights from Google, AWS, Oracle

Earnings and The Impact of Generative AI, Plus Google Cloud Next - Infrastructure Matters Episode 10

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome , President, and , Executive Vice President and Chief Technology Officer, Technology and Engineering at  for a conversation on the company’s long-term vision for pervasive AI across AMD’s portfolio. Their discussion covers:   How AMD’s customers are responding to the company’s AI vision   The work AMD has done with their community to help AI software companies understand how AMD can power their AI workloads   What has changed for ROCm to bring it up-to-speed for the industry   The next big hot topics to look out for, from a software standpoint, beyond LLMs and generative AI

The Six Five On the Road with Victor Peng and Mark Papermaster at AMD Advancing AI

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome , Group Manager Supply Chain and Fulfillment Transformation from  and , VP and Sr. Partner, Americas AI GenAI IoT Leader from  Consulting for a conversation at CES 2024 on Toyota’s partnership with IBM to transform the automotive supply chain with AI. Their discussion covers:   A brief introduction from Audrey Mito and Shobhit Varshney and what their role is within their companies   What Toyota and IBM are doing to bring business value with the new innovations presented at CES 2024   An insight into Toyota’s partnership with IBM and how IBM can help Toyota build a more customer-centric supply chain to increase customer experience   How Toyota and IBM are using AI and gen AI&nbsp;

Toyota Partners with IBM to Build a Customer Centric Supply Chain

On this episode of Futurum Live! From ISE 2024, The Futurum Group’s Craig Durr talks with Mark Ewing, Product Management Director at Google Workspace, focusing on the innovative strides Google is making with Duet AI and Meet Hardware to revolutionize video conferencing and collaboration solutions. Their discussion covers:   The transformative impact of Duet AI on meeting experiences, streamlining note-taking, and breaking down language barriers.   The integration of AI in conference rooms through Meet Hardware, ensuring inclusivity and effectiveness regardless of the meeting location.   The introduction of dynamic layouts and tiles in Google Meet, creating visually appealing and contextually aware meeting views.   Expansion strategies of Google Workspace, highlighting new partnerships and product introductions, like Google Meet on Logitech Android appliances and collaborations with whiteboard providers.   &nbsp;

Unlocking the Future of Meetings with Mark Ewing, Google's Product Management Director

On this episode of The Six Five - On The Road, hosts Patrick Moorhead and Daniel Newman &nbsp; are joined by HP's Jim Nottingham, Senior Vice President and Division President. Jim shares thoughtful insights on how HP is gearing up to revolutionize artificial intelligence (AI) accessibility and innovation through its new Z by HP products and solutions. The discussion delves into HP's commitment to fostering the new era of AI at scale, emphasizing the democratization of AI, the progress of the Z by HP AI Studio, and the integration of AI in various industries through high-performance Z workstations. The discussion covers:   The importance of HP's announcements at HP Imagine and the new developments presented at APC for making AI more accessible and democratizing AI.   The early-stage development of Z by HP AI Studio, its expected broader availability, and the feedback received from the AI Studio Lighthouse Account Program.   The pivotal role of AI in industries like media and entertainment, product development and manufacturing, and architecture, engineering, and construction, through the utilization of Z workstations.   Learn more at HP.

Work Inventively: Creating the New Era of AI with HP - The Six Five On The Road

On this episode of the Six Five on the Road, host Patrick Moorhead is joined by  , CIO &amp; Chief Digital Officer for a conversation on Dell's strategy for integrating AI and GenAI technologies to drive internal innovation. Their discussion covers:   The evolving roles and responsibilities of a Chief Digital Officer and CIO in today's tech landscape.   Dell's approach to adopting AI and GenAI within its operations, including the challenges and opportunities.   Strategies for addressing scalability and improving data quality in AI implementations.   Supporting team members with the necessary learning, training, and skilling for AI and GenAI innovation.    Learn more at .

Driving Internal Innovation with AI - Six Five on the Road at Dell Technologies World

On this episode of the Six Five On The Road, we are joined by Samsung Semiconductor's Christina Day, Director of DRAM Product Marketing, for a conversation on how memory technology is essential for the advancement of AI. Their discussion covers:   The critical role of memory in accelerating AI, with a focus on high-density DRAM and SSDs   How Samsung memory is integrated into Dell Servers to power advanced computing solutions   The future of memory technology, emphasizing increased bandwidth, density, and efficiency to support faster, smarter AI development   The impact of Processing-In-Memory (PIM) technology on reducing energy consumption and enhancing AI processing speed and performance   &nbsp;

Memory’s Role in Advancing AI - Six Five On The Road at Dell Technologies World

On this episode of the Six Five On The Road, hosts Dave Nicholson and Lisa Martin are joined by '  and 's  for a conversation on the integration and future vision following Dell's acquisition of Moogsoft. This acquisition has sparked significant interest, especially with the evolution of Dell's APEX AIOps portfolio, which now integrates CloudIQ, Moogsoft, and introduces Dell's new Application Observability product. Their discussion covers:   The strategic vision and near-future plans for Dell's APEX AIOps portfolio post-acquisition   Brian's insights on the evolution of Dell's system management and its implications for infrastructure customers   Phil's perspective on the AI revolution's impact on IT operations, comparing its significance to the industrial revolution.What excites Brian the most about the future of AIOps at Dell and the benefits for customers   Learn more at  and . &nbsp;

APEX AI Ops Use Cases, CloudIQ & Moogsoft Better Together - Six Five On The Road

On this episode of the Six Five On the Road, hosts  and  are joined by 's , Chief Technology Officer, for a conversation on how WEKA's solutions, including the WEKApod Data Platform Appliance, are designed to keep storage technology in pace with the rapidly evolving demands of today's AI workloads. Their discussion covers:   The challenges that current AI workloads pose to traditional storage systems.   An overview of WEKApod Data Platform Appliance and its capabilities.   How WEKA's solutions are helping organizations optimize their data infrastructure for AI.   Trends in AI that are shaping the future of storage technology.   Insights into the partnership with Solidigm and its impact on advancing AI storage solutions.   &nbsp;

New WEKA Solutions like WEKApod Data Platform Appliance lets Storage Keep up with Today’s AI Workloads - Six Five On the Road

On this episode of the Six Five Podcast – The 5G Factor, host  assesses why T-Mobile's Capital Market Day energized 5G ecosystem interest in AI RAN, how T-Mobile's alliance with NVIDIA, Ericsson, and Nokia can produce an AI RAN "Fantastic Four," a snapshot of the AI RAN market segment including NVIDIA’s competitive position, and why he agrees with Orange that Open RAN can prove its green credentials. The assessment covers:   How T-Mobile shrewdly leveraged its Capital Market Day event to unveil its new AI-RAN alliance with NVIDIA, Ericsson, and Nokia.&nbsp;   Why T-Mobile and its key AI RAN partners, NVIDIA, Ericsson, and Nokia, are taking advantage of increased mobile ecosystem interest in AI RAN that is fueled heavily by the accelerating integration of AI throughout RAN portfolio development and deployments.&nbsp;   NVIDIA Aerial AI Radio Frameworks include PyTorch- and TensorFlow-based software libraries to develop and train models for improving spectral efficiency and adding new capabilities to 5G and 6G radio signal processing.&nbsp;   Why the Orange Group is warranted in its confidence that O-RAN-compliant radio units can achieve energy efficiencies comparable to traditional RUs.&nbsp;   &nbsp;

5G Factor: T-Mobile Forms Bold AI-RAN Alliance and Orange Pushes Open RAN

On this insightful Signal65 Video Insight, host Ryan Shrout, President of Signal65, is joined by 's , Director of Smartphone Product Management, for a conversation about the development and impact of Galaxy AI and the latest trends and innovations in the smartphone sector.&nbsp; Their discussion provides a comprehensive look at Samsung's AI journey and its forward-thinking approach to shaping the future of mobile devices and covers:   How AI has revolutionized Samsung’s mobile experience, especially with the launch of the Galaxy S24 lineup.   The evolution of smartphone technology and its impact on consumer behavior.   Insights into Samsung's strategy for staying ahead in the competitive smartphone market.   Samsung's vision to make AI intuitive and seamlessly integrated across its product ecosystem, including smartphones, tablets, wearables, and even household appliances like TVs and refrigerators.   The role of sustainability and environmental considerations in product development.   Future directions for smartphone innovations and user experience enhancements.   The importance of customer feedback in shaping product roadmaps.   Learn more at .

Signal65 and Samsung: Talking Smartphone AI Innovation with Blake Gaiser

You’ve heard of AI innovations for passenger vehicles, but how does it fit in with Formula One Racing? Six Five Media host  is on for another segment at the Qualcomm #SnapdragonSummit, where he’s joined by  SVP &amp; Chief Marketing Officer, , and the Team Principal &amp; CEO of , Toto Wolff. They have a dynamic discussion on the interplay between technology and sports, specifically Formula 1 racing, and the critical roles that technology, data, and sustainability play in the evolution of Formula One. Tune in as they share:   The paramount importance of technology and data in F1 racing, highlighting real-time performance optimization and strategy   Sustainability efforts within Formula One, underlining the commitment to hybrid engines, biofuels, and reducing emissions   The significant influence of technology and innovation in Formula One, boosting fan engagement and striving for a more inclusive sport   Insights into the Qualcomm and Mercedes F1 team partnership, focusing on enhancing fan experiences through cutting-edge immersive technologies like XR and the virtual garage   Factors fueling Formula One's growing popularity, including mainstream media's impact and the sport's competitive nature   &nbsp;

A Conversation with Toto Wolff and Don McGuire at Snapdragon Summit - Six Five On The Road

OpenText World '24 = entering a new era of human potential. The Futurum Group's , VP and Practice Manager, DevOps and Application Development, shares his analysis and recaps some key takeaways from OpenText World 2024 in Las Vegas. 📻Tune in for Mitch’s insights on:   Innovations in DevOps and Application Development   Multi-cloud solutions to connect information silos&nbsp;   AI agents automating tasks &amp; boosting productivity&nbsp;   Titanium X platform powering the next generation of OpenText apps&nbsp;   Commitment to security with data masking and biometrics&nbsp;   The Futurum Group's perspective on the future of technology   &nbsp;

Highlights from The Futurum Group’s Mitch Ashley at OpenText World 2024 Las Vegas - Six Five On The Road

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.&nbsp; Hosts  and  are joined by , , and  executives—, , and , 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 infrastructure. This new approach to memory solutions is projected to increase memory capacity, optimize power usage, and reduce silicon waste, marking a significant advancement in the custom chip technology space.&nbsp; Their discussion covers:   The collaboration between Marvell, Samsung Semiconductor, and SK hynix on developing custom HBM solutions   The key benefits of custom HBM, including increased memory capacity and optimization of power and performance   Insights into the customization process of HBM and how it delivers its advantages   The impact of custom HBM on AI processors and projections for its market adoption   The roadmap and future potential of custom HBM for various applications and industries   &nbsp;

How Custom HBM is Shaping AI Chip Technology - Six Five On The Road at Marvell Industry Analyst Day

The PC is back in the spotlight 🔆 and Dell unveiled a slew of innovations at CES 2025. On this episode of Connected with , we get the inside scoop from several experts at  and Dell’s Alienware team on their CES 2025 product showcase. Key takeaways:   Dell is bringing AI to the edge, integrating powerful MPUs from Intel, Qualcomm, and AMD into its new line of laptops, meaning faster, more efficient performance for demanding workloads   Simplified Portfolio: Dell has streamlined its PC lineup with three clear categories: Dell, Dell Pro, and Dell Pro Max   Dell is committed to using recycled materials and reducing its environmental impact   Insights on how these innovations address current tech trends   The impact of these products on the future of personal and professional computing   Their vision for the evolution of computing devices   &nbsp;

Dell Client Portfolio Innovation - Connected with Diana Blass

Leading global tech analysts Patrick Moorhead (Moor Insights &amp; 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.&nbsp; &nbsp; Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights &amp; Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking: &nbsp; Qualcomm Q1FY25 Earnings      &nbsp; Arm Q3FY25 Earnings      &nbsp; AMD Q4FY24 Earnings         &nbsp; Amazon Q4FY24 Earnings    &nbsp; Alphabet Q4FY24 Earnings      &nbsp; IBM Investor Day              &nbsp; Coherent Q2FY25 Earnings    &nbsp; 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.

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

Leading global tech analysts Patrick Moorhead (Moor Insights &amp; 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.&nbsp; &nbsp; Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights &amp; Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking: &nbsp; Cisco Gets AI Lift, All-In On DPUs      &nbsp; DOGE &amp; Tech Impact       &nbsp; Lattice Semi Q4FY24 Earnings    &nbsp; Elon Makes A Play For OpenAI      &nbsp; CAPEX Spending Still On A Tear (Told Ya')   &nbsp; Intel Rising, But Why?      &nbsp; JD Vance Lays Out US AI Case In Paris; Will EU Ever Change?       &nbsp; 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.

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

Leading global tech analysts Patrick Moorhead (Moor Insights &amp; 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.&nbsp; &nbsp; Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights &amp; Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking: &nbsp; TSMC &amp; Broadcom Eye Control Of Intel?          &nbsp; Lenovo Q3FY25 Earnings .   &nbsp; What HP Acquiring Humane Means for AI    &nbsp; Groking Grok-3      &nbsp; Apple iPhone 16e And Its New Modem     &nbsp; Microsoft Majorana 1 Quantum     &nbsp; 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.

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

Leading global tech analysts Patrick Moorhead (Moor Insights &amp; 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.&nbsp; &nbsp; Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights &amp; Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking: &nbsp; MWC Wrap-Up          &nbsp; Salesforce Agentforce 2dx     &nbsp; Broadcom Q1FY25 Earnings       &nbsp; Marvell Q4FY25 Earnings     &nbsp; HPE Q1FY25 Earnings      &nbsp; Tariffs Impact on Tech        &nbsp; TSMC and Intel &nbsp; 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.

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

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the latest tech news stories that made headlines. This week’s handpicked topics include: &nbsp; ServiceNow's major acquisition of Moveworks &nbsp; Intel's new CEO: Lip-Bu Tan takes charge    &nbsp; TSMC's rumored joint venture in the U.S.&nbsp;  Oracle's earnings miss amid the recent “market meltdown” &nbsp; Adobe's record revenue but cautious guidance&nbsp;  AI trade and recession risks   &nbsp; Watch the full episode and be sure to  so you never miss an episode.

Ep. 253: Navigating Market Volatility: Tech Moves and Looming Tariffs

Hosts Patrick Moorhead and Daniel Newman are back on Episode 254 of The Six Five Pod. They discuss the tech news stories that made headlines this week, with key takeaways from the NVIDIA GTC conference, macroeconomic signals in big tech, and more. The handpicked topics for this week include: &nbsp;   NVIDIA's GTC 2025: Taking AI beyond the hype, Jensen Huang's vision for enterprise AI is promising. The rapidly expanding hardware pipeline is setting the stage for a dramatic market shift. But can these companies deliver?   AI Chip Showdown: NVIDIA's dominance isn't going unchallenged. Hyperscalers are building their own chips, sparking a debate on whether the AI chip landscape is about to get a lot more competitive.   Google's Wiz Deal: Risk vs. Reward? A $32 billion gamble raises crucial questions. Will regulators allow it? And does this move signal a new era of tech M&amp;A, or is it a regulatory minefield?   MAG7 in the Hot Seat: Market uncertainty is hitting the tech giants hard, MAG7 are looking a little less shiny ✨Is the time to buy NOW? Or is this just the beginning of a larger correction?   SoftBank's AI Play: The Ampere acquisition hints at a strategic power move. Is SoftBank building an AI empire, and what does it mean for the future of data center tech?    Watch the full episode and be sure to  so you never miss an episode.

EP 254: Unpacking GTC: Nvidia's AI Dominance and the Hyperscaler Challenge

From OpenAI’s $300 Billion Valuation to shake-ups at Intel and more, hosts Patrick Moorhead and Daniel Newman dive into the week's biggest tech stories with a very special guest: Pat Gelsinger. Get ready for insights and unfiltered perspectives you won't hear anywhere else. The handpicked topics for this week are: &nbsp;    From the latest from OpenAI, Microsoft, and Google, we break down the key AI announcements and what they mean for the future of the industry.   : Is OpenAI's $300 billion valuation justified? We go head-to-head on this hot topic, exploring the factors driving investor enthusiasm and potential risks.   : We sit down with Pat Gelsinger to discuss his new roles as Executive Chairman of Gloo and General Partner at Playground Global, delving into his passion for deep tech innovation and the future of faith-based technology.   Semiconductor Sovereignty: Pat Gelsinger shares his views on the critical importance of US semiconductor manufacturing and the ongoing efforts to strengthen domestic supply chains.   : The increasing power demands of AI, and the crucial need for more efficient computing architectures to sustain future growth.     For a deeper dive into each topic, please click on the links above. Be sure to  so you never miss an episode of The Six Five Pod. &nbsp;

EP 255: From Intel to Innovation: Pat Gelsinger's New Ventures

Is this the end, or just the beginning of a new chapter? This week on The Six Five, hosts Patrick Moorhead and Daniel Newman discuss the turbulent waters of a market reeling from trade war escalations and looming recession fears. But amidst the chaos, a long-term narrative emerges: the unstoppable force of AI. The handpicked topics for this week are: &nbsp;   : A breakdown of Microsoft's latest consumer-focused Copilot features and their potential impact on user adoption and competition with other AI assistants.   &nbsp;   : An overview of Qualcomm's acquisitions and strategies to build out its presence in the industrial IoT and edge computing sectors, focusing on the growing importance of edge data for AI.   &nbsp;   : A discussion of Intel's Vision event, with a focus on new CEO Lip-Bu Tan's messaging and the company's strategy for competing in the AI-driven future.   &nbsp;   : A debate on the potential partnership between TSMC and Intel and an exploration of pros and cons for Intel and national security implications.   &nbsp;   :An analysis of the current market downturn, the factors driving investor uncertainty, and the long-term outlook for major tech companies amid this volatility.   &nbsp;   : An off-the-record discussion about the increasing energy demands of AI and the potential solutions being explored to address this challenge.     For a deeper dive into each topic, please click on the links above. Be sure to  so you never miss an episode. &nbsp;

EP 256: Wall Street Meltdowns, Intel Vision, Tech Rumors & the AI Energy Challenge

"Is this Armageddon or just another Monday morning?" That's the question on everyone's mind as the tech world grapples with a whirlwind of AI hype, market volatility, and geopolitical maneuvering. Patrick Moorhead and Daniel Newman deliver their unfiltered perspectives on what's really happening. This week, they explore a handpicked selection of topics that go straight to the heart of the matter, including: &nbsp;   : A look at Google Cloud's announcements from Next 2025, and the company's efforts to differentiate itself through solutions like the Ironwood platform and its approach to enabling enterprise AI adoption.   &nbsp;   : Analysis of Apple's vulnerability to US-China trade tensions and manufacturing relocation difficulties.   &nbsp;   : The conversation delves into the recent market downturn, exploring the complex interplay of trade wars, economic uncertainty, and investor sentiment.   &nbsp;   : Is Trump's tariff strategy a 4D chess masterclass or a dangerous game of roulette? The hosts debate the potential consequences for the US economy and its global trading relationships.   &nbsp;   : Amidst the chaos, the long-term outlook for tech giants like the MAG7 is examined, considering their resilience, growth potential, and ability to capitalize on AI-driven efficiencies.     For a deeper dive into each topic, please click on the links above. Be sure to  so you never miss an episode. &nbsp;

EP 257: Google Cloud Next, Tariff Tango, and the Market Whipsaw

Buckle up! The Six Five Podcast is back, and Patrick Moorhead and Daniel Newman are diving headfirst into the week's tech news, from the latest AI showdowns to the escalating US-China trade war. Get ready for an action-packed breakdown! The handpicked topics for this week are:   : Analysis on the recent tariff changes and exemptions, highlighting the extreme volatility in trade policy and its immediate repercussions.    : The podcast covers Intel's decision to sell a majority stake in its Altera FPGA business to Silver Lake. This segment focuses on the implications of this move and the potential impact on Intel's future competitiveness in the AI and data center markets.    : Talking Elliott Management's stake in HPE and the potential influence of this activist investor on the company's strategy. Plus, a comparison of HPE's performance against key competitors like Dell and Cisco gives context for understanding the investor's motivations.    : Pat and Dan engage in a simulated debate about the complexities of selling advanced chips to China. They weigh the potential economic benefits against the inherent national security risks, considering China's growing technological capabilities and long-term development strategies.    : The podcast analyzes how the current policy volatility is impacting bank trading revenues. It also discusses broader market trends, including the delays in IPOs and overall M&amp;A activity, within the context of the current economic climate.    Predictions on Future Trade Deals: The hosts speculate on the likelihood and timing of potential upcoming trade agreements. They also discuss the increasing urgency for new deals to provide stability amid the current market conditions and to mitigate the potential for further economic disruption.   For more background on each topic, please click on the links above. Be sure to  so you never miss an episode.

EP 258: From Intel's Altera Sale to HPE's Elliot Shake-up: Tech's Turbulent Week

Apple and Microsoft are atop the leader board when it comes to both product success and market capitalization, or valuation. We take a look at the pro's and con's of each, and layout our predictions on which we think has the right stuff long-term (and why LinkedIn is more important that you might think).

Plus our Fast Five: Trend Micro identifies some major security gaps in Industrial IoT (IIoT) protocols; Qualcomm's new Snapdragon "platform" and 5G; Australia's new "show us the data" anti-encryption legislation; Microsoft's iOS update for Outlook; and the US taps Canada as a "trade" partner, seeking the extradition of the CFO of Chinese firm Huawei. 

Our Tech Bites Winner: Facebook, with its "let's bypass user consent to gather information" approach to trust and transparency. Our Crystal Ball: When we we see Apple deliver a true 5G iPhone?

This episode features: Daniel Newman (@danielnewmanUV) and Fred McClimans (@fredmcclimans). If you haven't already, please subscribe to our show on iTunes or SoundCloud. For inquiries or more information on the show you may email the team at info@futurumresearch.com or follow @FuturumXYZ on Twitter and feel free to direct inquires through that channel as well. To learn more about Future research please visit www.futurumresearch.com.

As a reminder, the Futurum Tech Podcast is intended as an informational newsletter only. No investment advice is offered. While equities are frequently discussed, no investment advice is offered or implied.

Apple vs Microsoft: Valuation Battle Royale

In this episode of the Futurum Tech Webcast, analysts Fred McClimans and Shelly Kramer explore the explore the topic of future-proofing the enterprise and transforming business operations. No politics, no economics — just a hard look at the importance of putting a plan process that doesn’t just digitize things today and answer the easy questions (e.g. do we use Microsoft Teams or Cisco Webex for our meetings?), but which truly transforms operations in order to make the business as a whole more resilient and more agile moving forward. &nbsp; Our conversation in the show today includes the importance of assembling an internal SWOT team, an exploration of what that team looks like, and the things teams should consider as they try to plan for the future. &nbsp; Some of the key factors organizations must consider and which we cover in more detail in this episode include: &nbsp;  The importance of moving operations to the cloud The most effective use of collaboration platforms Managing and planning for data center resources Rethinking security operations, evaluating enterprise SOCs Evaluating contracts around your data center, office space, and supply chain, and managed services security contracts How these things are monitored and how information is shared within the enterprise so as to provide real-time insights Evaluating what happens to productivity with a WFH workforce and how to facilitate that Managing the social needs of employees and the rule both collaboration platforms play there  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.

Future Proofing the Enterprise — Transforming Business Operations

For this week’s episode of the Futurum Tech Webcast, Futurum’s Daniel Newman and Sarah Wallace discuss major cloud announcements by vendors such as HPE, Oracle, AWS, Microsoft, and IBM that have been made in the last few weeks. These announcements confirm that there is continued momentum in cloud, especially during the time of the COVID-19 pandemic when companies have had shift to accelerate their digital transformation. &nbsp; This webcast covered announcements from: &nbsp;  HPE’s virtual Discover event and the unveiling of its new Ezmeral software platform, as well as the acquisition of Silver Peak.  &nbsp;  Oracle’s announcements around its Dedication Region Cloud@Customer and others  &nbsp;  Microsoft’s announcements from its Inspire event, including updates to Dynamics 365 and Power Platform  &nbsp;  AWS announcements of its Low Code/No Code with new Honeycode, its launch of Relational Database Service for AWS Outposts, and the availability of AWS IoT SiteWise for industrial customers  &nbsp;  IBM and Adobe’s partnership to digitally transform regulated industries  &nbsp;  IBM, Red Hat and SAP helping customers who want to run SAP Cloud Platform on-prem  &nbsp; 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.

Cloud Announcements Indicate Continued Momentum to Cloud

On this special episode of the Futurum Tech Webcast - Interview Series, host Daniel Newman welcomes , Global Industry Director - Consumer Industries at SAP to discuss retail and the shifting forces that are having an impact in the industry, including the technology behind it all. &nbsp; Maria and I explored the trends that retail companies are watching and implementing as things return to normal in the post-pandemic era. The biggest trend is focusing on digital maturity. Companies that were already customer-centric, digitalizing processes across the organization have been able to embrace the unknowns brought about by COVID so much better than the companies who were stuck in the old way of thinking. We are living in an era where companies that embrace digitalization throughout all sides of business, not just customer-facing commerce, will be more efficient and better positioned for success.&nbsp; &nbsp; Preparing for disruption. Maria shared how COVID-19 disrupted the retail industry and easily showed which companies were agile enough to handle the changes. Many larger companies were able to quickly adapt, but smaller companies struggled. This has to change. Companies, regardless of size, need to be prepared for disruption. Maria shared one great example of a small florist in London that started selling farm-to-table vegetable boxes during the quarantine shut down. This quick pivot allowed the company to stay afloat until lockdown restrictions were relaxed. &nbsp; Unified commerce is the future. We discussed that omnichannel experiences are not customer-centric enough to be sustainable for the future. Unified commerce, which completely reimagines the way retail companies operate. It’s commerce everywhere. It’s bringing digital into every part of a brick and mortar location and empowering sales associates to better serve customers. It’s connecting every store and the website together no matter the location. Each retailer may be different and have different pain points, but the technology is the same. &nbsp; Working toward sustainability. Lastly, Maria explored the demand for increased sustainability in retail. One of the main problems in retail is a lot of garments end up in landfills because it’s unclear what they are made of. How can you reuse something if you’re not sure what it is? Companies should work toward extending the product lifecycle through recycling initiatives and other business model changes. But this will take transparency in the supply chain. Some companies like L’Oreal and Nike are leaders in the space, but there is still room for growth. &nbsp; If you’d like to learn how SAP is using technology to help retailers make these changes, be sure to check out . Don’t forget to subscribe so you never miss an episode of the Futurum Tech Webcast. &nbsp; 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.

Unified Commerce is the Future of Retail

Leading tech analysts from The Futurum Group share weekly deep dives on the latest tech news, new products and services, mergers, earnings, regulations, and more. The Futurum Tech Webcast will keep you current on what’s happening in the tech space — from startups to industry leaders, emerging tech, and what’s ahead for industries across the globe, along with interviews with tech industry leaders and experts.

Subscribe now and stay connected to this exciting journey into the world of technology and the future of work. For more information, visit https://www.futurumgroup.com.

As a reminder, the Futurum Tech Webcast is intended as an informational webcast/podcast only. While publicly traded companies and equities are frequently discussed, the analysts on this show are not in any way offering financial or investment advice.

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