On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss recent antitrust rulings affecting Google, the availability of Nvidia's H100 and H200 GPUs, and the impact of AI on job markets. The hosts analyze earnings reports from Salesforce, HPE, and Broadcom, offering insights into their AI strategies and market positions. They debate the concentration risk for Nvidia with its top customers and explore the economic implications of recent unemployment data. Throughout...| Moor Insights & Strategy
Adam King, VP and GM at MediaTek, joins the webcast to share insights on the company's approach to bringing advanced AI capabilities to consumer devices, including smart home tech, Chromebooks, and AR glasses. The post A Conversation with MediaTek on the Latest AI Trends for Consumer Devices appeared first on Moor Insights & Strategy.| Moor Insights & Strategy
Broadcom’s leadership joins Six Five hosts to break down the biggest VMware Explore 2025 announcements – including VCF 9.0, new AI partnerships, and strategies for secure hybrid infrastructure. Discover the path ahead for enterprise IT. The post VMware Explore 2025 Recap: Broadcom’s Big Announcements and What’s Next – Six Five On The Road appeared first on Moor Insights & Strategy.| Moor Insights & Strategy
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the recent Federal Reserve comments, Nvidia's impressive Q2 earnings, and Dell's strong AI server performance. The hosts debate whether enterprise AI is a bubble or the start of something big, offering insights on market valuations and growth projections. They also analyze earnings from Pure Storage, Marvell, and HP, highlighting the impact of AI on various tech sectors. Throughout the episode, Patrick and D...| Moor Insights & Strategy
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Intel's potential government stake, China's reliance on Nvidia, and the impact of Fed interest rate decisions on the economy. The hosts debate the future of SaaS companies like Workday and Zoom, while also touching on cybersecurity firm Palo Alto Networks' performance. The conversation wraps up with anticipation for Nvidia's upcoming earnings report and its market dominance in AI chips. Throughout, the hosts...| Moor Insights & Strategy
Brandon Sharp, Chief Information Officer of Brookfield Residential, shares how eliminating spreadsheet and disparate legacy systems, and investing in real-time visibility, has created a performance culture — from the field to finance.| The Builder's Daily
Across its four decades, Qualcomm built its reputation as a supplier of chips for mobile phones. Now Qualcomm execs are discussing plans for growth in automotive, IoT and beyond. The post Qualcomm Execs Discuss Plans For Growth In Automotive, IoT And Beyond appeared first on Moor Insights & Strategy.| Moor Insights & Strategy
This week's episode of The Enterprise Apps Podcast includes a fast-paced breakdown of how AI is transforming education, analytics, and workforce engagement- from student tools and data agents to semantic insights and frontline communication gaps. The post The Enterprise Applications Podcast – Episode 12: Google, Salesforce, Workvivo, and More! appeared first on Moor Insights & Strategy.| Moor Insights & Strategy
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss NVIDIA's dominance in AI, Intel's potential government investment, and Apple's foray into robotics. The hosts analyze earnings from companies like Cisco, Lenovo, and Applied Materials, offering insights on market trends and industry shifts. Throughout the episode, they blend technical analysis with personal anecdotes, creating a dynamic and engaging discussion. The post The Six Five Pod | EP 272: The Great T...| Moor Insights & Strategy
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Trump's tariff threats on semiconductors, Apple's investment commitments, and Intel's leadership challenges. The hosts analyze AMD's earnings, Palantir's soaring valuation, and Lattice Semiconductor's market position. They also touch on quantum computing developments and AI server market dynamics. Throughout the episode, Newman and Moorhead engage in friendly banter, share personal anecdotes, and offer candi...| Moor Insights & Strategy
AI meets human collaboration in Industry 5.0. ERP, GenAI, SaaS, and Mitel’s pivot—Episode 11 breaks it all down.| Moor Insights & Strategy
Many workers report feeling overwhelmed by employers' expectations and a lack of work-life boundaries. How can AI help — and when is it part of the problem?| Moor Insights & Strategy
Nvidia should be able to ship lower-powered AI chips directly to China and use its more powerful chips to serve Chinese companies under strict know-your-customer rules| Moor Insights & Strategy
Device makers and wireless carriers are taking necessary steps to improve satellite messaging, though there is room for improvement in handovers and other functions| Moor Insights & Strategy
Lewis Smithingham of Media.Monks joins Game Time Tech to explore cloud-based sports broadcasting, remote production on AWS, and why the future of fan engagement depends on multi-platform innovation| Moor Insights & Strategy
Hosts discuss Cisco’s AI Canvas, AMD’s MI350 GPU, HPE’s GreenLake Intelligence, Pure Storage’s Enterprise Data Cloud, and the Juniper acquisition. Discover how these innovations are transforming AI infrastructure.| Moor Insights & Strategy
Apple's announcements about VisionOS 26 at WWDC highlight the importance of spatial computing for the company and how it fits into Apple's product strategy.| Moor Insights & Strategy
Paddington Bear says hello and invites you to sit on the bench and rest awhile. Five long months ago I declared that I would write reflectively almost-daily and publish a monthly compilation. And t…| BizLibratory: Academic Business Librarianship, Instruction, research strategi...
The Six Five team discusses VMware Explore 2024 in this highlight from episode 230 of The Six Five Webcast.| Moor Insights & Strategy
The Hot Desk team talks ServiceNow, Microsoft, IBM, Salesforce, Zoom, and Canva on this episode of the Hot Desk Podcast.| Moor Insights & Strategy
In November's GBP DIY episodes, Josh dove into the deep end, explaining how you can best optimize your Google Business Profile, and the purpose behind department nesting. Read here.| Wikimotive LLC