Ep228 Talking AMD, ZT Systems, Google, Cisco, Lenovo, HPE & Morpheus Data, Huawei & NVIDIA, Coherent
Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) 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.
Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:
2:32 AMD Acquires ZT Systems for AI Rack Design Capabilities
12:01 DOJ Considers Breaking Up Google
21:13 Cisco Q4FY24 Earnings
27:59 Lenovo Q1FY24/25 Earnings
35:37 HPE To Acquire Morpheus Data
41:17 Huawei To Introduce A Chip In Chinese Market To Compete With NVIDIA?
50:33 Coherent Q4FY24 Earnings
AMD Acquires ZT Systems for AI Rack Design Capabilities
https://www.forbes.com/sites/patrickm...
https://x.com/patrickmoorhead/status/...
https://x.com/PatrickMoorhead/status/...
DOJ Considers Breaking Up Google
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https://www.nytimes.com/2024/08/13/te...
https://www.bloomberg.com/news/articl...
Cisco Q4FY24 Earnings
/ 1823835829405442247
/ 1823818590925283805
https://newsroom.cisco.com/c/r/newsro....
https://www.fierce-network.com/cloud/...
https://x.com/jpatel41
Lenovo Q1FY24/25 Earnings
/ 1824158999606125041
https://news.lenovo.com/pressroom/pre...
https://www.reuters.com/technology/le...
HPE To Acquire Morpheus Data
/ 1824129805073223929
/ 1824100712202064162
https://finance.yahoo.com/news/hewlet...
https://seekingalpha.com/news/4140436...
Huawei To Introduce A Chip In Chinese Market To Compete With NVIDIA?
/ 1823341668575199727
https://www.cnbc.com/2024/08/14/china...
Coherent Q4FY24 Earnings
/ 1824191170882277686
/ 1824203518888329713
https://www.coherent.com/news/press-r...
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.