E50: NVIDIA Pays an Arm and a Leg

Sep 18, 2020

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:

 

NVIDIA Arm $40B Megadeal

• https://www.forbes.com/sites/patrickmoorhead/2020/09/13/its-officialnvidia-acquires-arm-for-40b-to-create-what-could-be-a-computing-juggernaut/#732a87524973
• https://futurumresearch.com/research-notes/nvidia-announces-arm-acquisition-and-its-a-really-big-deal/

 

Oracle Earnings

• https://twitter.com/PatrickMoorhead/status/1304162131869421568?s=20
• https://futurumresearch.com/research-notes/oracle-returns-to-annualized-growth-in-its-fiscal-q1-as-cloud-grows/ 

 

IBM Red Hat Marketplace

• https://futurumresearch.com/research-notes/red-hat-marketplace-a-win-for-ibm-and-hybrid-cloud-adoption/

 

• Surface Duo Review First Impressions
• https://twitter.com/PatrickMoorhead/status/1304063149050560512?s=20 

 

Amazon Hiring Spree - Career Day For 33K jobs

• https://futurumresearch.com/research-notes/amazon-hiring-spree-continues-with-september-16-career-day/
• https://twitter.com/PatrickMoorhead/status/1303732238165651456?s=20 

 

Oracle Tik Tok Speculation

• https://twitter.com/PatrickMoorhead/status/1305336793114574849?s=20 

 

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.