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 IDM 2.0 Strategy
https://futurumresearch.com/research-notes/new-fabs-a-foundry-service-more-collaboration-intels-path-forward/ https://www.forbes.com/sites/patrickmoorhead/2021/03/23/intels-pat-gelsinger-gave-me-many-reasons-today-to-believe-the-company-is-back/
Oracle Updates ADW and SCM
https://futurumresearch.com/research-notes/oracle-autonomous-data-warehouse-ready-to-power-more-self-driving-cloud-data-warehouse-adoption/ https://www.oracle.com/news/announcement/blog/oracle-helps-customers-embrace-continuous-supply-chain-innovation-032421.html https://futurumresearch.com/research-notes/oracle-and-red-bull-racing-partner-to-advance-f1-analytics/ https://www.forbes.com/sites/patrickmoorhead/2021/03/17/oracle-announces-next-gen-autonomous-data-warehouse-expands-addressable-market/
Lattice MVision and Sentry Updates
https://www.forbes.com/sites/patrickmoorhead/2021/03/12/lattice-semiconductor-updates-solutions-stack-with-mvision-20-and-sentry-20/?sh=3196ecc357eb
AWS EC2 X2gd
https://futurumresearch.com/research-notes/aws-ec2-x2gd-instances-powered-using-home-grown-graviton2-processors/
AMD 3rd Gen EPYC
https://www.forbes.com/sites/moorinsights/2021/03/16/amd-continues-its-datacenter-push-with-3rd-generation-of-epyc/ https://www.forbes.com/sites/moorinsights/2021/03/24/amd-will-make-significant-gains-in-the-enterprise-with-milan/?sh=15b288303eb9
Intel Nabs Justin Long
https://futurumresearch.com/research-notes/intels-new-ads-target-apple-m1-with-former-mac-spokesman-justin-long/ C https://twitter.com/PatrickMoorhead/status/1372193627791790085?s=20
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.
