Six Five Media

The Six Five Pod | EP 254: From NVIDIA's ambitious roadmaps to Google's massive Wiz acquisition, this was an explosive week for tech! ?? Patrick Moorhead and Daniel Newman dissect the week’s headlines in episode 254 of The Six Five Podcast! 0:00 Intro 5:25 Jensen's keynote themes at GTC (The Decode) 9:10 Enterprise focus and tokenomics at GTC (The Decode) 15:12 Co-packaged optics and networking innovations (The Decode) 20:27 Nvidia's aggressive 4-year roadmap unveiled (The Decode) 26:13 Google-Wiz deal faces regulatory hurdles (The Decode) 35:34 Will Nvidia continue to dominate AI chips? (The Flip) 43:56 M&A and MAG7 stocks (Bulls & Bears)

Tech's "Magnificent 7" faltering? ?? Major players have seen double-digit declines. Patrick Moorhead on Bloomberg Television breaks down the nuanced factors: economic uncertainty, interest rates, AI's future, & consumer confidence. Is it just valuation, or is there a fundamental shift with new leaders potentially emerging? https://lnkd.in/gbAWmGSi #MAG7 #TechMarket #Investment #AI

Data deja vu! ??The latest episode of The Main Scoop hits on a crucial point: the "data conundrum" isn't new, but its urgency is amplified by #GenAI. We've been chasing "data readiness" for decades, but now, the bottleneck is real. Guest Eduardo J. Ciliendo highlights the #mainframe's untapped potential – decades of transaction data ripe for GenAI training. Are business leaders missing a goldmine by overlooking this legacy data? Catch the full conversation here: https://lnkd.in/epwWGU9M

What are Solidigm, CoreWeave, and Supermicro up to? Stay tuned for exciting updates on their collaborative efforts from #GTC25

AI adoption is growing ?? but challenges remain! The evolution of AI deployment is shifting from isolated experiments to integrated, scalable solutions. At #GTC25, host Patrick Moorhead is joined by Kevin Wollenweber, SVP and GM of Datacenter and Provider Connectivity at Cisco, to discuss the path to making AI accessible beyond the hyperscaler giants. They touch on Cisco's announcement of the Cisco Secure AI Factory with NVIDIA, and the impact of their partnership on the future of enterprise AI. Key takeaways include : ??Transition from AI Trials to Scalable ROI: Enterprises are now prioritizing #AI deployments that deliver measurable business value, moving beyond experimental phases. ??Unified Infrastructure for Simplified AI: #Cisco and #NVIDIA are collaborating to integrate networking, computing, and security, creating a cohesive and manageable AI ecosystem. ??Streamlined Operations with Familiar Tools: Enterprises benefit from unified network management using existing Cisco tools, simplifying AI infrastructure operations. ??Enhanced Security and Future-Proof Innovation: Cisco's AI Defense and a long-term engineering agreement with NVIDIA ensure robust security and continuous adaptation to evolving AI demands. Watch the full video here: https://lnkd.in/eSZf_Ddn Learn more about the Cisco Secure AI Factory with NVIDIA: https://lnkd.in/eGdA8d6H

Local government departments, energy modeling, retail automation – real-world applications for #hybridAI are exploding. Host Patrick Moorhead is at #GTC25, joined by Fidelma Russo, EVP & GM, Hybrid Cloud and CTO at Hewlett Packard Enterprise, for a detailed look into HPE Private Cloud AI's progress, and how #enterpriseAI adoption is progressing. Key takeaways include: ??Hybrid AI Gains Momentum: Enterprises are increasingly adopting hybrid AI models, demanding seamless integration between on-premise and cloud environments. ??HPE's Turnkey #PrivateCloud AI: HPE simplifies #AI adoption with a cloud-managed, on-premise system, offering various configurations and focusing on software innovation. ??Real-World Use Cases Drive Demand: Practical applications in sectors like government, energy, and retail are fueling the adoption of #HPE's hybrid AI solutions. ??Data Management and Observability are Essential: HPE emphasizes data federation and observability tools to ensure effective AI deployment and management in complex IT environments. Learn more at HPE Private Cloud AI: https://lnkd.in/duenirMY

Local government departments, energy modeling, retail automation – real-world applications for #hybridAI are exploding. Host Patrick Moorhead is at #GTC25, joined by Fidelma Russo, EVP & GM, Hybrid Cloud and CTO at Hewlett Packard Enterprise, for a detailed look into HPE Private Cloud AI's progress, and how #enterpriseAI adoption is progressing. Key takeaways include: ??Hybrid AI Gains Momentum: Enterprises are increasingly adopting hybrid AI models, demanding seamless integration between on-premise and cloud environments. ??HPE's Turnkey #PrivateCloud AI: HPE simplifies #AI adoption with a cloud-managed, on-premise system, offering various configurations and focusing on software innovation. ??Real-World Use Cases Drive Demand: Practical applications in sectors like government, energy, and retail are fueling the adoption of #HPE's hybrid AI solutions. ??Data Management and Observability are Essential: HPE emphasizes data federation and observability tools to ensure effective AI deployment and management in complex IT environments. Learn more at HPE Private Cloud AI: https://lnkd.in/duenirMY

What's the real cost of a Telco security breach? It's more than you think. ?? From financial losses to societal disruption, the stakes are sky-high. For Telecomm companies, security isn't merely a choice—it's a responsibility. Experts Patrick Moorhead, Lory Piccirilli Thorpe, and Luke Ibbetson discuss the urgent need for robust security strategies at MWC: https://lnkd.in/e5DqtB-r

Midway through #GTC25, Patrick Moorhead, Founder, CEO, and Chief Analyst at Moor Insights & Strategy, shares his early insights, revealing a landscape buzzing with AI innovation and a clear vision for the future. Pat highlights takeaways from #NVIDIA’s latest GPU launches, AI-driven infrastructure, and how #Samsung’s advancements with GDDR7, HBM3E, and SOCAMM will impact the next wave of AI. Key takeaways include: ??Hyperscaler Investment Surge: Despite concerns about demand saturation, the reality is a significant increase in computing demand, driven by reasoning engines and agents, leading to rising H100 and H200 prices. ??Fueling the AI Ecosystem: Talks underscored the critical role of advanced memory technologies, with HBM, eSSD, and the collaborative integration of Samsung’s GDDR7 into NVIDIA's RTX 5090 & 6000, supporting the future of AI and high-performance computing. ??AI Pervasiveness: From data centers to gaming PCs, AI is permeating every aspect of technology. NVIDIA's messaging from GTC underscored the broad applicability of AI across diverse sectors. ??Software Leads the Charge: Contrary to expectations, NVIDIA's focus was on software, with advancements in #CUDA and the introduction of #Dynamo, highlighting the critical role of software in enabling #AI at scale. ??Hardware Innovations: Announcements like #BlackwellUltra, #Rubin, and the enterprise data platform, showcase NVIDIA's commitment to pushing the boundaries of computing, networking, and storage. ??Data Management is Key: The introduction of the enterprise data platform addresses a critical challenge for CIOs, highlighting the importance of efficient #datamanagement in AI deployments.

At #GTC25, Patrick Moorhead hosts Sanjay Poonen, CEO and President of Cohesity, for a conversation on how Cohesity is extending its enterprise knowledge discovery assistant, Gaia, to generate AI-powered insights from on-premises backup data, and the company's latest advancements since joining forces with #Veritas Data Protection. Key takeaways include: ??Strategic Accelerated Growth: #Cohesity is rapidly integrating since bringing in Veritas Data Protection, aiming to operate as a "2 billion revenue startup" with a focus on innovation and customer satisfaction. ??Leveraging NVIDIA for On-Prem AI: Their deepening partnership with #NVIDIA enables Cohesity to bring advanced AI capabilities, specifically through the #Gaia platform, directly to on-premises data. ??Gaia – Transforming Secondary Data: Cohesity's #Gaia platform is unlocking the potential of previously untapped backup data, providing AI-driven insights through search and summarization of unstructured information. ??Championing Hybrid-Cloud Solutions: Cohesity emphasizes the importance of hybrid and multi-cloud strategies, positioning itself as a leader in bridging on-premises and cloud environments for comprehensive data management. Learn more at Cohesity Gaia: https://lnkd.in/dZ-UhXse #GenAI