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Author: Ron Westfall

Oracle and Google Cloud Boost Multi-Cloud Cause with Google Cloud Offering OCI Database Services and Interconnect with Oracle to Meet Huge Customer Demand
The Futurum Group’s Ron Westfall and Steven Dickens assess why OCI and Google Cloud entering their well-anticipated partnership gives customers the choice they prioritize to combine OCI and Google Cloud technologies, which can help accelerate their application migrations and modernization as well as improve business outcomes.
Oracle, Microsoft, and OpenAI Collaborate to Extend Microsoft Azure AI Platform to OCI to Ensure OpenAI Can Scale Fast-growing Massive LLM Training Demands
The Futurum Group’s Ron Westfall and Steven Dickens explore why the collaboration with OpenAI to extend the Microsoft Azure AI platform to OCI validates that Oracle Gen2 AI infrastructure, underscored by RDMA-fueled innovation, can support and scale the most demanding LLM/GenAI workloads with immediacy.
Oracle Reported Solid FY Q4 and Full-Year Results with GenAI and Multi-Cloud Fueling Record-Breaking Sales Contracts and Huge Boost in Cloud Revenues
The Futurum Group’s Ron Westfall and Steven Dickens review Oracle’s Fiscal 2024 Q4 and Full Year results and how the company is producing competitive groundswells across the global cloud market. The results validate that the company is a vital player in powering innovation and accelerating adoption across the cloud and AI ecosystems as advances in GenAI and multi-cloud move at unparalleled speeds.
Lenovo Infrastructure Solutions V4 Portfolio Uses Intel Xeon 6 Processors to Make AI Accessible Ecosystem-wide with Right Mix of AI Across XPUs and Assets
The Futurum Group’s Ron Westfall assesses why Lenovo and Intel are advancing their mutual goal of bringing AI everywhere as the new Lenovo Infrastructure Solutions V4 portfolio uses Intel 6 processor breakthroughs to accelerate performance, consolidate IT, and lower power consumption, including especially across demanding AI environments.
Intel Shows Why Intel 6 Processors, Gaudi Accelerators, and Lunar Lake Architecture Breakthroughs Are Key to AI Cloud, Networking, Client, and Edge Innovation
The Futurum Group’s Ron Westfall assesses why Intel’s latest Xeon, Gaudi, and Lunar Lake platform innovations, reinforced by its field-proven extensive software and hardware ecosystem, can fulfill the unique challenges of the AI era with cost-advantageous, secure, and agile solutions for all its customers and partners.
The Futurum Group’s Ron Westfall and Tom Hollingsworth examine key 5G ecosystem developments including T-Mobile’s $4.4 billion acquisition of UScellular’s wireless operations, NVIDIA kicking P5G tires, AI-RAN Alliance considerations, and what Fortinet’s cybersecurity portfolio brings to wireless/mobility environments.
Marvell Unveils Alaska P PCIe Retimer Product Line Aimed at Scaling Compute Fabrics of Accelerated Infrastructure to Meet Connectivity Device Demands of AI Era
The Futurum Group’s Ron Westfall assesses why the Alaska P PCIe launch positions Marvell to drive PAM4 PCIe innovations throughout AI server compute fabrics, building on its PAM4 innovation expertise, capitalizing on a major industry inflection point as compute fabrics for PCIe and CXL transition from NRZ to PAM4.
HPE Aruba Networking Enterprise Private 5G Debut Provides Unified Wireless Solution Aimed at Simplifying Deploying and Managing Enterprise Cellular Networks
The Futurum Group’s Ron Westfall explores why the end-to-end approach of the new HPE Aruba Networking Enterprise Private 5G solution strengthens HPE’s overall wireless value proposition by providing a unified portfolio vision for enterprises plus operators to ease the implementation and management of private cellular, Wi-Fi, wired, and SD-WAN technologies.
Marvell Q1 2025 Revenue Came in Above Mid-point of Guidance Showing AI’s Key Role in Boosting Data Center Revenue Plus Overall Brighter Q2 2025 Guidance
The Futurum Group’s Ron Westfall and Daniel Newman assess why Marvell’s Q1 Fiscal 2025 results show why the company is positioned solidly to meet the demands of accelerated infrastructure across fast evolving AI environments through portfolio innovation such as the Alaska P PCIe launch and a multitude of breakthrough optical portfolio offerings.
Lenovo and Cisco Join Forces to Show Why Pair Can Deliver Fully Integrated Infrastructure and Networking Solutions to Spur AI Innovation and Digital Transformation
The Futurum Group’s Ron Westfall and Steven Dickens analyze why the Lenovo-Cisco partnership represents a strategic alignment that not only enhances their respective market positions but also responds to the growing demand for AI-driven digital transformation solutions.
T-Mobile Acquires UScellular’s Wireless Operations at $4.4 Billion, Boosting Coverage and Customer Footprint in Rural Areas and Stimulating Wireless Competition
The Futurum Group’s Ron Westfall examines why the T-Mobile UScellular deal will inject much-needed competition into the US wireless services market segment across underserved rural areas, help reduce the US digital divide, and strengthen T-Mobile’s overall competitiveness through its expanded coverage and customer footprint.
An Assessment of Key 5G Ecosystem Adjustments with Verizon’s Neutral Host Debut, Dell Ericsson Aiming to Spur Telco Cloud Journeys and Red Hat Open Source Strides
The Futurum Group’s Ron Westfall and Tom Hollingsworth review recent adjustments throughout the 5G ecosystem including Verizon Business’ debut in the neutral host network segment, Dell and Ericsson commercially debuting Ericsson Cloud RAN software on Dell PowerEdge servers to spur telco cloud journeys, and how Red Hat’s open source approach is making inroads across telco hybrid cloud and Open RAN environments.