Ep. 244: Talking NVIDIA, Arm & Qualcomm, Google, Chip Makers Under Trump, Salesforce, Micron

20/12/2024 58 min
Ep. 244: Talking NVIDIA, Arm & Qualcomm, Google, Chip Makers Under Trump, Salesforce, Micron

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Episode Synopsis

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:   Arm & Qualcomm Lawsuit In The Jury's Hands https://x.com/PatrickMoorhead/status/1868634026589769830 https://www.reuters.com/legal/arm-qualcomm-make-closing-cases-chip-license-dispute-trial-2024-12-19/ https://www.laptopmag.com/ai/copilot-pcs/arm-qualcomm-snapdragon-chip-legal-dispute https://www.businessinsider.com/arm-qualcomm-trial-delaware-nuvia-chip-license-2024-12   NVIDIA Updates Robotics Chip & ReDrafter https://www.wsj.com/tech/ai/nvidia-introduces-device-aimed-at-small-companies-hobbyists-3972ae41 https://x.com/danielnewmanUV/status/1869161088316510382 https://x.com/danielnewmanUV/status/1869860599242334343 https://9to5mac.com/2024/12/18/apple-collaborates-with-nvidia-to-research-faster-llm-performance/ https://machinelearning.apple.com/research/redrafter-nvidia-tensorrt-llm https://finance.yahoo.com/news/nvidia-apple-boost-llm-inference-095917343.html   Chip Makers Under Trump Administration https://x.com/PatrickMoorhead/status/1868998497669988414 https://www.aljazeera.com/economy/2024/12/19/as-trump-two-point-o-looms-taiwans-chip-industry-braces-for-upheaval   Google Gemini Improvements https://x.com/PatrickMoorhead/status/1869069567546233006 https://gemini.google.com/updates https://www.tomsguide.com/phones/google-pixel-phones/googles-gemini-2-0-update-will-supercharge-your-phone-3-changes-to-try-first   Micron Q1FY25 Earnings https://x.com/danielnewmanUV/status/1869552496797995346 https://x.com/danielnewmanUV/status/1869493680756949262 https://investors.micron.com/news-releases/news-release-details/micron-technology-inc-reports-results-first-quarter-fiscal-2025 https://finance.yahoo.com/news/micron-stock-plummets-as-weak-outlook-overshadows-ai-opportunity-153503152.html   Is SaaS Over + AgentForce 2.0 Launch https://x.com/danielnewmanUV/status/1869427316629348677 https://x.com/PatrickMoorhead/status/1869415222412259551 https://www.businesswire.com/news/home/20241217795822/en/Introducing-Agentforce-2.0-The-Digital-Labor-Platform-for-Building-a-Limitless-Workforce https://www.salesforce.com/news/press-releases/2024/12/17/agentforce-2-0-announcement/   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.244-01 

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