The Futurum Group analysts Daniel Newman and Todd R. Weiss share their insights as Microsoft revenue hits $52.9B for Q3 FY23, beating estimates as the software giant and competitors continue to fight difficult global macroeconomic conditions.
The Six Five – In The Booth at RSA 2023 hosts Daniel Newman and Patrick Moorhead welcome Ray Harishankar, IBM Fellow, IBM Quantum Safe and Michael Osborne, CTO, IBM Quantum Safe and Security Research.
The Futurum Group analysts Daniel Newman and Todd R. Weiss share their insights as SAP revenue for Q1 2023 up 10% to $7.4B euros, cloud up 24%, as the intelligent cloud ERP software vendor sees positive progress despite ongoing macroeconomic challenges around the world.
The Futurum Group's Daniel Newman and Ron Westfall assess why Google is making the strategic moves necessary to meet macroeconomic uncertainties during 2023. Google’s strategic AI moves indicate that it is fully prepared to counter the looming Microsoft-backed ChatGPT threat as well as other AI competitive threats and make AI integral to invigorating revenue streams across its portfolio including Search and Cloud.
The Futurum Group's CEO Daniel Newman dives into the recent announcement coming out of Broadcom. The Broadcom Jericho3-AI, introduced this week, provides a high-performance ethernet for a 32,000 GPU cluster. Newman thinks this will hopefully improve workload balance and performance for AI operation.
The Six Five – In The Booth for RSA 2023, hosts Daniel Newman and Patrick Moorhead welcome Chris Meenan, VP of Product Management, Threat Detection and Response at IBM.
