Ep. 210: We are Live! Talking Adobe, China’s Crackdown on U.S. Chips, Intel, Apple, NVIDIA, Databricks

Mar 30, 2024

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.