We need more love in the world. 🌎 ”So now faith, hope, and love abide, these three; but the greatest of these is love.“ 1 Corinthians 13:13 ESV

Of course NVIDIA’s Jensen Huang gets a standing ovation at @servicenow Knowledge 24. I’ve seen him get on many/all relevant stages the past year, but this is a first. $NOW $NVDA

This is a huge statement that NVIDIA’s Jensen Huang says about ServiceNow’s “full stack generative AI platform.”

$ARM crushes it with a quarterly beat-beat-raise-raise. Wall Street digesting the annual guide. More datacenter, richer CSS, bigger mobile cores, etc. More later……

Fun-fact I learned about @servicenow? 98% of it’s enterprise SaaS platform is run on its own infrastructure and not in the public cloud. And they are cranking out AI-enabled features left and right and growing customers and revenue parabolically. That’s a feat. Imagine the money…

We welcomed our newest MoorInsightsStrategy analyst, Jason Andersen, as a guest on the pod today to talk about $AWS and $NOW. Check out our insights on Amazon Web Services Amazon Q and ServiceNow Knowledge2024.

See more about Jason and his new role in the link in comments.

Six Five Media

Ep. 215 of the Six Five Podcast covered Qualcomm Q2 earnings and their YoY growth...all thanks to the growing market in automotive, media tech, smartphones, & headsets. Patrick Moorhead & Daniel Newman cover it all right here --> hubs.ly/Q02wx1b_0

At #RSAC Six Five Media host Shira Rubinoff welcomes Jim McGann from Index Engines to share his insights on revolutionary data security approaches and integrity within the industry. x.com/i/broadcasts/1…

So GlobalFoundries $GF printed a 34% EPS beat and a ~2% revenue beat for Q1. Revenue, Margin $, and wafer shipments declined YoY, a statement on the recovery in the markets the company participates in. Margins increased by 1.6%.
-Comms & IoT markets are down, and so is GF…

We are LIVE! Ep 24 of the Hot Desk Pod! Melody Brue, Robert Kramer, and special guest @jasontjandersen are talking Amazon Web Services Amazon Q, and ServiceNow Knowledge2024. $AMZN $NOW MoorInsightsStrategy Six Five Media x.com/i/broadcasts/1…

.Infor's CEO, Kevin Samuelson, sat down with me to explore how Infor's commitment to innovation distinguishes it from others.

Central to every business is the ERP system, serving as the core of data management and operations. Modern ERP systems are transforming how global…

We are LIVE! Ep 24 of the Hot Desk Pod! Melody Brue, Robert Kramer, and special guest @jasontjandersen are talking Amazon Web Services Amazon Q, and ServiceNow Knowledge2024. $AMZN $NOW MoorInsightsStrategy Six Five Media x.com/i/broadcasts/1…

. RingCentral announced beat/beat earnings and a 40K seat deal with a Fortune 500 retailer in a competitive RFP process - the largest UCaaS win in $RNG history

Q1 2024 EPS: $0.87 vs analysts' estimate of $0.80
Q1 2024 Revenue: $584.2 million vs. consensus of $578.15 million

Let’s go Will Townsend 👏🏻💡✨🎙️

I talk about the “Infrastructure Quadrangle,” and the need to have balance across compute, memory, storage and networking during major inflections. AI is an inflection that’s challenging the quadrangle. We don’t talk enough about having the right storage for AI. Solid meetings…

.IBM and Red Hat @ #RHSummit announces the open sourcing of the Granite LLM

This is a great move. IBM has believed in the potential of open source since 2000 so this is on brand for big blue.

This week on the G2 on 5G Podcast🎙️

Join analysts Anshel Sag & Will Townsend for Ep. 191 from #MediaTekAnalystDay ! MediaTek

🎥: youtu.be/9IC3KzF5-sA

AI is the most disruptive and transformational technology trend we have witnessed. And its unique requirements impact virtually every element of the technology stack – from silicon to compute platforms to software.

While most of the focus has been on the training aspect of AI –…

Catch Patrick Moorhead and the Six Five Media at Dell Technologies Dell Technologies World 2024, May 20-23✨

We'll be sitting down with Dell Technologies leaders including Michael Dell, Yvonne McGill, Matt Baker, Arthur Lewis, Sam Burd, Cassandra Garber, Sam Grocott, Jen Felch, and Jonathan Siegal to…

Six Five in the Booth was live at Infoblox #RSAC with Will Townsend and Infoblox Chief Product Officer, Mukesh Gupta. Let's go behind the scenes as Will and Mukesh discuss their vision for the future.