Moor Insights & Strategy Podcasts
The Six Five Podcast
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:
Microsoft BUILD
- https://twitter.com/PatrickMoorhead/status/1263177774572998656?s=20
- https://twitter.com/PatrickMoorhead/status/1263150132297637890?s=20
- https://twitter.com/PatrickMoorhead/status/1262758439253467146?s=20
HPE Earnings
- https://siliconangle.com/2020/05/21/hpe-revenue-plunges-sparking-new-round-cost-cuts/
- https://futurumresearch.com/research-notes/hpe-reports-challenging-q2-but-keeps-eye-on-the-future/
- https://twitter.com/PatrickMoorhead/status/1263576077022179333?s=20
NVIDIA Earnings
- https://www.cnbc.com/2020/05/21/nvidia-nvda-earnings-q1-2021.html
- https://futurumresearch.com/research-notes/nvidia-posts-beat-as-e-commerce-drives-gpu-explosion/
- https://twitter.com/PatrickMoorhead/status/1263571129496715276?s=20
Google/Apple Launch Contact Tracing App
Splunk Earnings
Intel acquires Rivet Networks
Alright…let’s get started.
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.
DataCentric
It's a strange time for infrastructure companies as we start seeing the first full-quarter earnings in this COVID-19 world. Hewlett Packard Enterprise & Lenovo are first up, and we're learning from them how to think about this market. At the same time, AMD's EPYC server CPU continues to gain traction, with new wins in HCI and Deep Learning.
Join hosts Matt Kimball and Steve McDowell, both senior analysts at Moor Insights & Strategy, as they digest it all.
01:08 Attending Virtual Conferences
05:50 AMD EPYC & HCI and Edge Computiong
08:50 AMD EPYC & Nvidia's New A100
13:16 We don't talk about HPE Earnings
21:35 Lenovo continues to show strength
30:00 The End.
What's Hot In Tech?
Join me for an informative podcast with Jens Heithecker, Executive Vice President of the Messe Berlin Group, who breaks some exciting news on a revised format IFA event in early September that the international tech community has been eagerly anticipating