In an engaging episode of Six Five Webcast - Infrastructure Matters, Camberley Bates and Keith Townsend explore key updates in data infrastructure and AI markets, including the revolutionary IBM Storage Scale and Pure Storage’s latest enhancements.
Discover how AI is driving major shifts in tech earnings on this episode of the Six Five Webcast - Infrastructure Matters. Learn about Broadcom's AI-fueled growth, VMware's Private AI Foundation, Salesforce's Agentforce, and the satellite internet race, and the impact of tariffs and the future of AI in business.
Hosts Camberley Bates, Keith Townsend, and Dion Hinchcliffe discuss the latest AI model releases, ChatGPT 4.5 and Google's Gemini, along with market insights and more.
Explore the cutting edge of AI with Infrastructure Matters. Hosts discuss NVIDIA's Evo2 biology model, AI's impact on drug discovery, and how CIOs are seeing ROI from generative AI. Plus, insights on AI adoption in enterprise IT and the challenges of managing AI-driven innovation.
Slight Miss of $60M, but Overall Strong Progress With All Flash and AI
Camberley Bates and Krista Case, analysts at The Futurum Group, share their insights on NetApp Q3 earnings and key momentum on all flash, AI, and VMware decisions.
Pure Storage Delivered Record Sales in Key Product Lines and Strong Subscription Growth, but Soft FY 2026 Guidance Weighed on Shares
Camberley Bates, VP & Practice Lead at The Futurum Group, analyzes Pure Storage’s Q4 FY 2025 results, noting sales, subscription growth, AI and cloud gains, and hyperscale progress, amid margin pressures and FY 2026 guidance concerns.
The Extended Collaboration Addresses the Growing Demand for High-Density, Power-Efficient SSD Storage
Camberley Bates, VP & Practice Lead at The Futurum Group, analyzes how Solidigm’s extended partnership with Broadcom ensures high-capacity SSD controllers for AI, supporting efficient, scalable storage as AI infrastructure demand grows.
Camberley Bates, Keith Townsend, and Dion Hinchcliffe share a conversation on whether hyperscalers can keep up with AI demand and the efficiency of new LLM releases.
Hammerspace Expands Its Global Reach as Demand for AI Storage Solutions Grows, Leveraging Its Tier 0 Solution to Optimize Data Movement Across Hybrid Cloud Environments
The Futurum Group’s Krista Case and Camberley Bates analyze Hammerspace’s 10x growth and Tier 0 storage, which eliminates GPU bottlenecks. Can its expansion and innovation reshape AI infrastructure?
