Ep 189: We Are Live! Talking Qualcomm, Google, Lenovo, Oracle, Netsuite, NVIDIA, AWS, and SAP

Oct 21, 2023

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:

 

Qualcomm & Google Announce RISC-V Wearable Platform

• https://www.linkedin.com/posts/patmoorhead_qualcomm-to-bring-risc-v-based-wearable-platform-activity-7120438777415704578-cGN8
• https://x.com/PatrickMoorhead/status/1714283223415673311?s=20

 

Lenovo 2023 Analyst Event

• https://x.com/PatrickMoorhead/status/1714344485944013175?s=20

 

Oracle Netsuite SuiteWorld 2023

• https://www.netsuitesuiteworld.com/
• https://www.forbes.com/sites/patrickmoorhead/2023/10/18/oracle-netsuite-aims-to-help-businesses-achieve-productivity-quantum/

 

US Bans China Export of More NVIDIA AI Cards

• https://x.com/PatrickMoorhead/status/1714267850712522806?s=20
• https://x.com/YahooFinance/status/1715021774880919931?s=20
• https://moorinsightsstrategy.com/research-notes/banning-nvidia-chips-in-china-likely-wont-deter-chinas-ai-progress/
• https://moorinsightsstrategy.com/research-notes/banning-nvidia-chips-in-china-likely-wont-deter-chinas-ai-progress/

 

AWS Chip Lab Tour

• https://x.com/danielnewmanUV/status/1715105105601524212?s=20
• https://x.com/PatrickMoorhead/status/1715101578133225873?s=20

 

SAP Q3 2023 Earnings

• https://www.linkedin.com/posts/daniellouisnewman_sap-announces-q3-2023-results-activity-7120539727664934912-H_VL

 

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.