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

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:

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