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 insights into Google Cloud's offerings and future directions

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 continue and how Cloudera’s trusted data will make a difference for customers

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 approach to AI and its impact Intel's strategy on addressing software challenges in AI Key product announcements made by Intel this week

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 we will be talking: Intel Vision 2024 Event https://twitter.com/anshelsag/status/1777723909972041979 https://twitter.com/danielnewmanUV/status/1777779401113169929 https://twitter.com/danielnewmanUV/status/1777741909865488417 https://twitter.com/danielnewmanUV/status/1777732805386199384 https://x.com/PatrickMoorhead/status/1777824158921240693 https://x.com/PatrickMoorhead/status/1777823715168079996 Google Cloud Next 2024 Event https://twitter.com/PatrickMoorhead/status/1777730172441288797 https://twitter.com/PatrickMoorhead/status/1778106837373690119 https://twitter.com/danielnewmanUV/status/1777749000151773570 https://twitter.com/PatrickMoorhead/status/1777841767632744835 https://twitter.com/PatrickMoorhead/status/1777732669478236465 https://twitter.com/danielnewmanUV/status/1777746536069464246 https://twitter.com/PatrickMoorhead/status/1777837143286800747 https://twitter.com/PatrickMoorhead/status/1777734922616336580 https://twitter.com/PatrickMoorhead/status/1777733496364265602 https://twitter.com/danielnewmanUV/status/1778106196567925001 https://twitter.com/danielnewmanUV/status/1777751328212779338 https://twitter.com/danielnewmanUV/status/1777846396487700484 https://twitter.com/danielnewmanUV/status/1777738921734176838 https://twitter.com/danielnewmanUV/status/1777736027274416234 Apple M4 Chips & New Macs https://x.com/PatrickMoorhead/status/1778517407071412553 https://www.yahoo.com/news/apple-may-start-releasing-ai-centric-m4-powered-macs-later-this-year-175312540.html#:~:text=Versions%20of%20the%2013%2Dinch,notes%20that%20plans%20may%20change https://www.bloomberg.com/news/articles/2024-04-11/apple-aapl-readies-m4-chip-mac-line-including-new-macbook-air-and-mac-pro TSMC Gets $6.6 billion CHIPS Act Funding https://twitter.com/PatrickMoorhead/status/1777394409295782078 https://twitter.com/danielnewmanUV/status/1778186030300209478 https://twitter.com/danielnewmanUV/status/1778125637875826748 https://www.wsj.com/tech/taiwanese-chip-making-giant-tsmc-gets-6-6-billion-for-arizona-project-f75e9de4 https://www.marketplace.org/2024/04/09/tsmc-deal-chips-acts-semiconductors/ Marvell Accelerated Infrastructure for the AI Era Event https://twitter.com/PatrickMoorhead/status/1778424084130369545 https://twitter.com/danielnewmanUV/status/1778424121409380846 https://twitter.com/PatrickMoorhead/status/1778430334268297449 https://twitter.com/PatrickMoorhead/status/1778430966006006256 U.S. Inflation Data https://twitter.com/danielnewmanUV/status/1778054672689013131 https://twitter.com/danielnewmanUV/status/1778104488706056336 https://twitter.com/PatrickMoorhead/status/1778195676251435442 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.

On this episode of the Six Five In the Booth, host Keith Kirkpatrick is joined by Adobe's Ken Reisman, 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 the potential of GenAI. Ken Reisman’s insights on the latest innovations and product announcements from Adobe, highlighting the developments he's most enthusiastic about. The future trajectory for Adobe Firefly amidst Adobe's expansive innovation landscape and other key takeaways from the event.

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 Tech World

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 Adoption Group's (RAG) findings on enterprise adoption of AI technologies. How Dell's collaboration with NVIDIA, including the integration of NVIDIA's Blackwell series, is shaping the future of AI solutions for customers. A sneak peek into what Dell Technologies has planned next in the field of AI and emerging technologies.

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

On this episode of The Six Five, host Patrick Moorhead is joined by Cornerstone Research's Kirti Gupta VP & Chief Economist, Global Tech. Kirti brings a wealth of experience from her 20 years at Qualcomm and shares her insights into the LeadershIP 2024 conference, the critical role of technology and innovation policies, and the challenges facing the US in maintaining its competitive edge in the global tech landscape. The discussion covers: An overview of the LeadershIP 2024 conference, its evolution, and the significance of its new partnership with CSIS. The dichotomy between open ecosystems and closed models in today's economy and the impact on innovation. The strategic considerations of national security and the dangers of technological monopolies from a country perspective. Examining which innovation model will triumph in the face of global competition, and the role of financial resources. The effects of diminishing intellectual property rights in the US, and the necessity of protecting these rights to ensure competitiveness. The potential lag of the US behind other jurisdictions in implementing regulations similar to the EU's Digital Markets Act, and the implications.

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 we will be talking: Intel Breaks Out Product and Foundry Reporting https://download.intel.com/newsroom/2024/corporate/resegmentation-infographic.pdf https://d1io3yog0oux5.cloudfront.net/_9bece0e2e2052ad835960ec926e1b746/intel/db/856/8992/presentation/Intel+New+Segment+Reporting+Webinar+-+for+posting+to+INTC.com.pdf https://twitter.com/PatrickMoorhead/status/1775551444260716608 https://twitter.com/PatrickMoorhead/status/1775266979492085779 https://twitter.com/danielnewmanUV/status/1775263404133060620 https://twitter.com/danielnewmanUV/status/1775272665009590541 Oracle-Palantir Partnership https://www.oracle.com/ee/news/announcement/oracle-and-palantir-join-forces-to-deliver-mission-critical-ai-solutions-to-governments-and-businesses-2024-04-04/ https://twitter.com/Oracle/status/1775888741350924485 https://www.techmarketview.com/ukhotviews/archive/2024/04/05/palantir-and-oracle-partner-to-provide-government-and-more-ai-services#:~:text=Oracle%20and%20US%2Dheadquartered%20data,across%20government%20and%20commercial%20sectors. https://www.investors.com/news/technology/palantir-stock-rises-oracle-deal-for-ai-cloud-computing-services/ Groq Developer and App Milestones https://twitter.com/danielnewmanUV/status/1775176439802761518 https://twitter.com/PatrickMoorhead/status/1775315306715422731 https://wow.groq.com/news_press/demand-for-real-time-ai-inference-from-groq-accelerates-week-over-week/ Apple Getting Into Home Robots After Bailing on Cars? https://twitter.com/danielnewmanUV/status/1775645024379715978 https://www.bloomberg.com/news/articles/2024-04-03/apple-explores-home-robots-after-abandoning-car-efforts https://www.cnet.com/tech/mobile/apple-reportedly-developing-robots-thatll-roam-your-home/ Rubrik Files S-1 To Go Public https://twitter.com/danielnewmanUV/status/1775178111945978165 https://twitter.com/danielnewmanUV/status/1776070827206709363 https://www.rubrik.com/company/newsroom/press-releases/24/rubrik-files-registration-statement-for-proposed-initial-public-offering https://www.meritechcapital.com/blog/rubrik-ipo-or-s-1-breakdown Are EVs or Tesla Stalling? Or is China Winning? https://www.theglobeandmail.com/business/international-business/article-tesla-scraps-low-cost-car-plans-amid-fierce-chinese-ev-competition/ https://www.businessinsider.com/china-electric-cars-ev-elon-musk-tesla-byd-price-war-2024-4 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.

On this episode of The Six Five - On the Road, hosts Patrick Moorhead and Daniel Newman are joined by Adobe's Eric Hall, CMO Digital Experience Business for a conversation on the revolutionary shifts in customer experience driven by artificial intelligence. Eric shares valuable insights from the Adobe Summit, discussing the challenges marketers face in this new era of GenAI and how Adobe is uniquely positioned to assist enterprises in achieving personalization at scale. Our discussion covers: Key themes and challenges for marketers highlighted at the Adobe Summit, focusing on the era of GenAI. Adobe's strategic approach to empowering Enterprise CMOs and CIOs with tools for achieving personalization at scale. Exciting new products and offerings announced at the summit that are set to transform customer experience management. The significance of Adobe's role as customer zero in its marketing strategy. The crucial role of partnerships in enhancing Adobe's Customer Experience Management solutions.

On this episode of "In the Booth" from Enterprise Connect 2024, The Futurum Group’s Craig Durr talks with Ryan Nichols, Chief Product Officer for Service Cloud at Salesforce, and Randy Hand, Head of Solution Architecture at AWS, about the transformative role of AI in customer service and the strategic partnership between Salesforce and AWS that enhances contact center solutions. Their discussion covers: The impact of Generative AI on customer service strategies and its potential to revolutionize contact center efficiency and customer satisfaction. The collaboration between Salesforce and AWS, highlighting how their integrated solutions leverage AI and cloud technologies to innovate contact center operations. Salesforce's Service Cloud Voice and how it utilizes AI and CRM data to provide a unified and personalized customer service experience across various channels. Future innovations from Salesforce in the contact center space, focusing on AI and data-driven solutions to enhance customer interactions and operational effectiveness.

On this episode of The Six Five On the Road, hosts Daniel Newman and Patrick Moorhead are at Cloudera Elevate 25 where they welcome Charles Sansbury, Chief Executive Officer at Cloudera for a conversation on Cloudera’s growth strategy, which includes hybrid cloud and AI. Their discussion covers: Cloudera’s strategy and key investments for growth How Cloudera is using AI to help their customers Cloudera’s plan for hybrid cloud and how are the customers reacting

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 we will be talking: Adobe Summit 2024 https://twitter.com/PatrickMoorhead/status/1773136770114204149 https://twitter.com/PatrickMoorhead/status/1773035536145408389 https://twitter.com/PatrickMoorhead/status/1772732619144274081 https://twitter.com/PatrickMoorhead/status/1772738166669115665 https://twitter.com/PatrickMoorhead/status/1772664499025084738 https://twitter.com/PatrickMoorhead/status/1772662848289907113 https://twitter.com/PatrickMoorhead/status/1772661695837512119 https://twitter.com/danielnewmanUV/status/1772739538193920197 https://twitter.com/danielnewmanUV/status/1772743799921365092 https://twitter.com/danielnewmanUV/status/1772745512804041004 https://twitter.com/danielnewmanUV/status/1772734299596267935 https://twitter.com/danielnewmanUV/status/1772732623183364515 https://twitter.com/danielnewmanUV/status/1772664601009857024 China’s Crackdown on AMD & Intel Chips https://twitter.com/PatrickMoorhead/status/1772312978454388793 https://twitter.com/PatrickMoorhead/status/1772319189073567892 https://twitter.com/PatrickMoorhead/status/1772368710948290730 https://www.cnbc.com/2024/03/25/chinas-new-guidelines-will-block-intel-and-amd-chips-in-government-computers-ft.html https://x.com/danielnewmanUV/status/1771946202159878562?s=20 Intel Gaudi Performance - Beats NVIDIA? https://twitter.com/danielnewmanUV/status/1773195621802926279 https://www.intel.com/content/www/us/en/newsroom/news/new-gaudi-2-xeon-performance-ai-inference.html Apple Investigated Again by EU & Consumer Class Action Suits Start https://twitter.com/PatrickMoorhead/status/1772689693496262967 https://twitter.com/PatrickMoorhead/status/1772403071563227355 https://twitter.com/PatrickMoorhead/status/1771284469988684093 https://twitter.com/PatrickMoorhead/status/1771580903644443110 https://twitter.com/PatrickMoorhead/status/1771555157391585760 https://twitter.com/danielnewmanUV/status/1772768660765233333 https://www.cbsnews.com/news/eu-apple-google-meta-investigation-new-digital-markets-act-antitrust-law/ https://www.reuters.com/technology/consumers-sue-apple-taking-page-us-justice-department-lawsuit-2024-03-25/ Databricks New DBRX Model- Enterprise Worthy? https://twitter.com/PatrickMoorhead/status/1773073895504884163 https://www.databricks.com/blog/introducing-dbrx-new-state-art-open-llm Is NVIDIA a Monopoly? https://twitter.com/danielnewmanUV/status/1772706567210885277 https://twitter.com/PatrickMoorhead/status/1772406764136268277 https://twitter.com/PatrickMoorhead/status/1771600944280596659 Lattice Leveraging the AI PC Wave? https://www.latticesemi.com/en/Blog/2024/03/12/18/12/Bolstering-AI-PC-Innovation-with-FPGA-Edge-Accelerators 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.

On this episode of The Six Five - In the Booth from Enterprise Connect, The Futurum Group’s Craig Durr talks with Albert Kooiman, Senior Director at Microsoft, about the latest advancements in Microsoft Teams Rooms, highlighting the integration of AI to enhance meeting experiences and improve collaboration. Their discussion covers: The role of AI in transforming meeting room experiences, enabling features like speaker identification and content processing. The lifecycle of meetings, from preparation to post-meeting analysis, all enhanced by AI-driven suggestions and insights. Governance and privacy considerations in AI deployment, especially concerning voice recognition and data access. The evolution of BYOD (Bring Your Own Device) meeting rooms, leveraging Teams client to differentiate user experiences and provide valuable data for IT and business decision-making.

On this episode of The Six Five - On the Road, host Patrick Moorhead is joined by Dr. Dario Gil SVP and Director for IBM Research and Ion Stoica, Executive Chairman, Anyscale and Databricks and Professor at UC Berkeley. They engage in a captivating conversation about the significance of an open future for Artificial Intelligence and introduce us to the AI Alliance's goals and initiatives. Our discussion covers: The mission and objectives of the AI Alliance within the AI industry Historical context and motivations behind the formation of the AI Alliance and its unique positioning The diverse makeup of the AI Alliance, including pivotal roles of IBM and Anyscale, in promoting AI accessibility Strategies for fostering open and responsible AI development through the Alliance Overview of current projects and future endeavors of the AI Alliance Learn more at IBM Research and Anyscale.

On this episode of The Six Five - In the Booth, host Paul Nashawaty is joined by Fermyon Technologies' CEO Matt Butcher, for a conversation on how WebAssembly and SpinKube are shaping the future of cloud computing from KubeCon Paris 2024. The discussion covers: The journey of WebAssembly crossing into real-world production use cases The exceptional performance WebAssembly offers and its impact Introduction of SpinKube and its successful implementation at ZEISS Group Examining the multi-dimensional performance enhancements including cold starts, throughput, and density The advent of "true serverless" computing and its significance for developers across skill levels

On this episode of The Six Five - On the Road, hosts Patrick Moorhead and Daniel Newman are joined by Pure Storage's Chairman and CEO Charles Giancarlo for a conversation on Pure Storage's advancements and strategic position regarding Artificial Intelligence (AI). The discussion covers: The evolution of Pure Storage's stance on AI during Charles Giancarlo’s 7-year tenure Current state of Pure Storage's AI deployments The critical role of flash technology in driving AI innovation Insights into Pure Storage's partnership with NVIDIA Pure Storage's use of AI for enhancing storage operations for system users A deep dive into Evergreen//One

On this episode of the Six Five - In the Booth, host Paul Nashawaty is joined by ZEDEDA's Erik Nordmark, Co-founder and CTO for a conversation on navigating the complexities of open source in the evolving landscape of edge computing at KubeCon Paris 2024. Our discussion covers: The concerns surrounding open source and the Linux Foundation’s role in addressing them The impact of containers on legacy software and the role of Kubernetes in modern applications Insights into the customer journey toward adopting Kubernetes, containers, and edge computing Challenges specific to distributed edge computing, including issues related to physical security and connectivity The role of AI-enabled applications in processing data at the edge

Inside the Santiago Bernabeau Stadium, the home of Real Madrid, everything has become connected thanks to a Wi-Fi 6 network using Cisco technology. The network serves as the stadium's digital backbone, enabling transformation through AI to drive new fan experiences and operational efficiencies. In this episode of Connected, host Diana Blass explores how other businesses can do the same. Learn more in interviews with Real Madrid CIO Enrique Uriel, Cisco's Bob Everson, Cisco’s Matt Macpherson and AT&T's Mike Troiano.