Ep. 229: Talking Synopsys, NVIDIA, Broadcom, AI GPU & ASIC Market, Microsoft, Downward Job Revision

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:

4:35 Synopsys Q3FY24 Earnings
12:24 NVIDIA Earnings Predictions
20:41 Broadcom Wins 1st & 2nd Generation AI ASIC Programs From OpenAI?
28:20 Debating The Size of The AI GPU & ASIC Market
38:31 Windows Recall Gets A Date
47:11 Massive Downward Job Revision

Synopsys Q3FY24 Earnings

NVIDIA Earnings Predictions

Broadcom Wins 1st & 2nd Generation AI ASIC Programs From OpenAI?

Debating The Size of The AI GPU & ASIC Market

Windows Recall Gets A Date

Massive Downward Job Revision

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.