Ep219: We are Live! Talking Computex, SAP, Cisco, NVIDIA & Microsoft & OpenAI, Lenovo, Lattice Semi

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:

Computex 2024

• https://twitter.com/PatrickMoorhead/status/1797523993932767608
• https://twitter.com/PatrickMoorhead/status/1797234174656459256
• https://twitter.com/danielnewmanUV/status/1798139506899783707
• https://twitter.com/danielnewmanUV/status/1797970370915336665
• https://twitter.com/danielnewmanUV/status/1797924285715259422
• https://twitter.com/danielnewmanUV/status/1797865188588478974
• https://twitter.com/danielnewmanUV/status/1797850892135547355
• https://twitter.com/danielnewmanUV/status/1797806082171224142
• https://twitter.com/danielnewmanUV/status/1797450443456704603
• https://twitter.com/danielnewmanUV/status/1797503234703307005
• https://twitter.com/danielnewmanUV/status/1797513977347616863
• https://twitter.com/danielnewmanUV/status/1797509460547760304
• https://twitter.com/danielnewmanUV/status/1797510453570228378
• https://twitter.com/danielnewmanUV/status/1797507200837107722
• https://twitter.com/danielnewmanUV/status/1797507741944324302
• https://twitter.com/danielnewmanUV/status/1797506936969269638
• https://twitter.com/danielnewmanUV/status/1797229333641343123

Cisco Live 2024

• https://newsroom.cisco.com/c/r/newsroom/en/us/a/y2024/m06/cisco-live-2024-cisco-announces-new-ai-powered-innovations-and-investments-to-help-customers-unlock-a-more-connected-and-secure-future.html
• https://www.techrepublic.com/article/cisco-live-2024-splunk-observability-platform

SAP Sapphire Orlando 2024

• https://news.sap.com/2024/06/sap-sapphire-sap-customers-drive-business-transformation/
• https://news.sap.com/2024/06/sap-sapphire-innovation-key-to-bring-out-your-best/
• https://news.sap.com/2024/06/sap-sapphire-generative-ai-center-stage/
• https://news.sap.com/2024/06/ai-innovations-partnerships-sap-sapphire/
• https://news.sap.com/2024/06/joule-microsoft-copilot-unified-work-experience/
• https://technologymagazine.com/videos/sap-sapphire-2024-highlights-from-day-one

US Investigates NVIDIA, Microsoft, OpenAI

• https://twitter.com/danielnewmanUV/status/1798582042957173097
• https://www.nytimes.com/2024/06/05/technology/nvidia-microsoft-openai-antitrust-doj-ftc.html
• https://www.cnbc.com/2024/06/06/us-regulators-to-open-antitrust-probes-into-nvidia-microsoft-and-openai.html

CEO Change at Lattice Semi

• https://twitter.com/PatrickMoorhead/status/1797701960642236668
• https://www.nasdaq.com/articles/lattice-semiconductor-announces-leadership-transition-and-strategy
• https://www.investopedia.com/lattice-semiconductor-shares-tumble-as-ceo-leaves-to-run-coherent-8657493

Senior Leadership Change at Lenovo

• https://news.lenovo.com/pressroom/press-releases/leadership-statement/
• https://news.lenovo.com/pressroom/press-releases/patricia-wilke/

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.