Ep. 224: We are Live! Talking Meta, HP, TSMC, AMD, Apple, NVIDIA

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:

Crowdstrike Global Meltdown

https://x.com/PatrickMoorhead/status/1814270507602116769

Meta Won't Do GAI In EU Or Brazil

https://thehackernews.com/2024/07/meta-halts-ai-use-in-brazil-following.html

https://www.bbc.com/news/articles/c7291l3nvwvo

https://www.reuters.com/technology/artificial-intelligence/meta-decides-suspend-its-generative-ai-tools-brazil-2024-07-17/

HP Imagine AI 2024

https://www.hp.com/us-en/newsroom/press-kits/2024/hp-imagine-ai.html

https://www.hp.com/us-en/newsroom/press-releases/2024/HP-Takes-AI-Leadership-to-the-Next-Level.html

TSMC Q2FY24 Earnings

https://twitter.com/danielnewmanUV/status/1813905186756145196

https://twitter.com/danielnewmanUV/status/1813911397950001327

https://investor.tsmc.com/english/quarterly-results/2024/q2

AMD Zen 5 Tech Day

https://www.kitguru.net/components/cpu/matthew-wilson/everything-we-learned-at-amds-zen-5-tech-day/

https://www.tomshardware.com/pc-components/cpus/amd-deep-dives-zen-5-ryzen-9000-and-strix-point-cpu-rdna-35-gpu-and-xdna-2-architectures

Apple Using YouTube To Train Its Models?

https://timesofindia.indiatimes.com/technology/tech-news/apple-ai-model-trained-on-youtube-this-is-what-the-company-has-to-say/articleshow/111837078.cms

https://www.macrumors.com/2024/07/18/apple-intelligence-not-trained-on-youtube/

NVIDIA Announces Mistral NeMo 12B NIM

https://mistral.ai/news/mistral-nemo/?ref=upstract.com

https://venturebeat.com/ai/nvidia-and-mistrals-new-model-mistral-nemo-brings-enterprise-grade-ai-to-desktop-computers/

https://www.forbes.com/sites/moorinsights/2024/07/18/mistral-nemo-analyzing-nvidias-broad-model-support/

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.