Ep228 Talking AMD, ZT Systems, Google, Cisco, Lenovo, HPE & Morpheus Data, Huawei & NVIDIA, Coherent

The Six Five with Patrick Moorhead and Daniel Newman

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:

AMD Acquires ZT Systems for AI Rack Design Capabilities

https://www.forbes.com/sites/patrickmoorhead/2024/08/19/amd-boosts-gpu-server-design-capabilities-with-zt-systems-acquisition/

https://x.com/patrickmoorhead/status/1825484205419102242?s=46&t=YiEHo6jc4-PozRf_efr9PA

https://x.com/PatrickMoorhead/status/1825528793349386553

DOJ Considers Breaking Up Google

https://twitter.com/danielnewmanUV/status/1823563936823755225

https://www.nytimes.com/2024/08/13/technology/google-monopoly-antitrust-justice-department.html

https://www.bloomberg.com/news/articles/2024-08-13/doj-considers-seeking-google-goog-breakup-after-major-antitrust-win

Cisco Q4FY24 Earnings

https://twitter.com/PatrickMoorhead/status/1823835829405442247

https://twitter.com/danielnewmanUV/status/1823818590925283805

https://newsroom.cisco.com/c/r/newsroom/en/us/a/y2024/m08/cisco-reports-fourth-quarter-and-fiscal-year-2024-earnings.html#:~:text=Cisco%20today%20reported%20fourth%20quarter,billion%20or%20%240.87%20per%20share.

https://www.fierce-network.com/cloud/more-layoffs-cisco-profit-tanks

https://x.com/jpatel41

Lenovo Q1FY24/25 Earnings

https://twitter.com/danielnewmanUV/status/1824158999606125041

https://news.lenovo.com/pressroom/press-releases/q1-fy-2024-25/

https://www.reuters.com/technology/lenovo-q1-revenue-jumps-20-beats-estimates-pc-market-recovers-2024-08-15/

HPE To Acquire Morpheus Data

https://twitter.com/PatrickMoorhead/status/1824129805073223929

https://twitter.com/danielnewmanUV/status/1824100712202064162

https://finance.yahoo.com/news/hewlett-packard-enterprise-acquire-morpheus-130000545.html

https://seekingalpha.com/news/4140436-hewlett-packard-stock-rises-on-deal-to-acquire-morpheus-data

Huawei To Introduce A Chip In Chinese Market To Compete With NVIDIA?

https://twitter.com/danielnewmanUV/status/1823341668575199727

https://www.cnbc.com/2024/08/14/chinas-huawei-set-to-release-ai-new-chip-to-challenge-nvidia-wsj-says.html#:~:text=Huawei%20is%20preparing%20to%20launch,testing%20the%20chip%2C%20Ascend%20910C

Coherent Q4FY24 Earnings

https://twitter.com/PatrickMoorhead/status/1824191170882277686

https://twitter.com/danielnewmanUV/status/1824203518888329713

https://www.coherent.com/news/press-releases/fourth-quarter-and-full-fiscal-year-2024-results#:~:text=Revenue%20for%20the%20fourth%20quarter,per%20diluted%20share%20of%20%240.61

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.