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Tag: Huawei

Tech Giants on the Move: AMD, Cisco, Lenovo, and More – A Recap from The Six Five Podcast
August 29, 2024

Tech Giants on the Move: AMD, Cisco, Lenovo, and More – A Recap from The Six Five Podcast

AMD, Cisco, Lenovo, HPE, and Huawei make strategic moves to strengthen their positions in AI, cloud computing, and infrastructure. In the latest Six Five webcast, Patrick Moorhead and Daniel Newman...
Huawei To Introduce A Chip In Chinese Market To Compete With NVIDIA?
August 20, 2024

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

The Six Five team discusses Huawei To Introduce A Chip In Chinese Market To Compete With NVIDIA?...
Talking AMD, ZT Systems, Google, Cisco, Lenovo, HPE & Morpheus Data, Huawei & NVIDIA, Coherent
August 20, 2024

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

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss AMD’s acquisition of ZT Systems, the DOJ consideration of breaking up Google, Cisco Q4FY24 Earnings,...
Intel, Qualcomm, and Huawei Licenses
May 16, 2024

Intel, Qualcomm, and Huawei Licenses

The Six Five team discusses Intel, Qualcomm, and Huawei licenses....
Special Guest, Intel & Qualcomm & Huawei, Arm, GlobalFoundries, Apple, ServiceNow, Solidigm
May 13, 2024

Special Guest, Intel & Qualcomm & Huawei, Arm, GlobalFoundries, Apple, ServiceNow, Solidigm

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman invite a special guest, Stacy Rasgon to discuss the Intel, Qualcomm, and Huawei license, Arm Q4...
Graphiant Network Edge: Innovating Law Enforcement Data Assurance
March 15, 2024

Graphiant Network Edge: Innovating Law Enforcement Data Assurance

The Futurum Group’s Ron Westfall assesses why Graphiant Network Edge can streamline the provisioning of connectivity solutions with built-in security at a fraction of the cost of existing SD-WAN or...
Huawei's Mystery P60 Smartphone
September 12, 2023

Huawei’s Mystery P60 Smartphone

The Six Five Team discusses news that Huawei is back in the phone business and their "mystery" P60 Smartphone....
Talking Earnings From Dell Tech MongoDB Broadcom Elastic Huawei Phones Qualcomm IAA
September 12, 2023

Talking Earnings From Dell Tech, MongoDB, Broadcom, Elastic, Huawei Phones, Qualcomm IAA

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss the latest earnings releases for Dell Technologies, MongoDB, Broadcom, and Elastic, along with Huawei’s “mystery”...
May 15, 2023

Checking In On NVMe/TCP

Mitch Lewis, research analyst at The Futurum Group, covers an update on the state of adoption of NVMe/TCP....
January 30, 2023

Nokia Fiscal Q4 2022 & FY 2022: Demonstrates Impressive Company-wide Progress with Turnaround Mission

Futurum’s Daniel Newman and Ron Westfall assess Nokia’s fiscal Q4 and FY 2022 results highlighted by constant currency full-year net sales growth accelerating to 6% and its impressive Network Infrastructure...
September 28, 2022

5G Factor Video Research Note: Deutsche Telekom Gives Mavenir Thumbs Up to Replace Huawei and Deliver Cloud-Native 5G Core

Ron Westfall and Shelly Kramer examine how Deutsche Telekom’s selection of Mavenir’s Converged Packet Core solution forwards DT’s Huawei replacement strategy in the mobile core, advances the 5G SA open...
July 25, 2022

Samsung Raises 5G FWA Profile with Mediacom Cable Win

Futurum’s Ron Westfall examines why the Samsung Mediacom 5G FWA deal highlights major ongoing 5G ecosystem developments such as growing cable operator commitment to use 5G FWA to broaden their...

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