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Author: Ron Westfall

Marvell Right Sizes AEC Connections to Meet New AI Acceleration Demands
Ron Westfall

Marvell Right Sizes AEC Connections to Meet New AI Acceleration Demands

Marvell Unveils Alaska A 1.6T PAM4 DSP Aimed at Right Sizing AECs to Fulfill the Fast-Growing AI Accelerator Bandwidth Demands in Cloud Data Centers
The Futurum Group’s Ron Westfall assesses why the Alaska A 1.6T PAM4 DSP debut strengthens Marvell’s ability to ensure AI accelerators meet the demands for higher bandwidth 200G/lane interconnects underpinned by the industry-wide migration of copper interconnects from DAC to AEC.
Oracle HeatWave GenAI: AI Innovation Without Data Movement or Added Expense
Ron Westfall & Steven Dickens

Oracle HeatWave GenAI: AI Innovation Without Data Movement or Added Expense

Oracle HeatWave GenAI Meets the Clarion Call from Customers to Build Generative AI Applications Without Data Movement, AI Expertise, or Extra Cost
The Futurum Group’s Ron Westfall and Steven Dickens assess why Oracle has done vector processing right with the HeatWave GenAI debut by delivering crystal clear price performance advantages against the competition including relentless vector processing performance that is 30X faster than Snowflake, 18X faster than Google BigQuery, and 15X faster than Databricks, at up to 6X lower cost.
5G Factor: BT, Vodafone, Altice Show Deft CSP Moves
Ron Westfall

5G Factor: BT, Vodafone, Altice Show Deft CSP Moves

BT ServiceNow Expand Relation to Elevate CX, Vodafone Germany FlyNex Take to the Drone Skies, and Altice Attains Complexity Relief with Google Cloud
The Futurum Group’s Ron Westfall and Tom Hollingsworth review the deft recent moves of key CSPs including BT Group and ServiceNow expanding their relation to vastly improve CX and workforce experience, Vodafone Germany and FlyNex taking to the drone skies, and Altice using the Google Cloud Application Integration architecture to surmount legacy-borne complexity.
5G Factor: AfO Woes, Cloud RAN Rising, & P5G for Airports
Ron Westfall

5G Factor: AfO Woes, Cloud RAN Rising, & P5G for Airports

Microsoft Scales Back Azure for Operators, Dell and Nokia Bolster Cloud RAN Alliance, and Ericsson Provides Perspective on P5G Boosting Airport Operations
The Futurum Group’s Ron Westfall and Tom Hollingsworth assess major 5G ecosystem developments including Microsoft’s dramatic scale back of Azure for Operators unit, Nokia and Dell strengthening their alliance to help accelerate Cloud RAN deployments, and Ericsson spotlight on how P5G can play integral role in streamlining airport operations.
HPE Unveils NVIDIA AI Computing by HPE: Enterprise AI Ascends
Ron Westfall & Steven Dickens

HPE Unveils NVIDIA AI Computing by HPE: Enterprise AI Ascends

HPE and NVIDIA Debut “NVIDIA AI Computing by HPE” Portfolio of Co-Developed AI Solutions Led by HPE Private Cloud AI Aimed at Transforming Enterprise AI
The Futurum Group’s Ron Westfall and Steven Dickens examine why the strengthened NVIDIA partnership enables HPE to deliver a cohesive and integrated AI ecosystem that meets the needs of modern enterprises, helping them harness the full potential of AI while mitigating associated risks.
Oracle Debuts APEX AI Assistant to Unleash Developer-led AI Innovation
Ron Westfall

Oracle Debuts APEX AI Assistant to Unleash Developer-led AI Innovation

Oracle APEX 24.1 Delivers AI-Assisted App Development Enlisting Oracle’s Data Platform and Low Code Acumen to Fuel Mobile and Web App Innovation
The Futurum Group’s Ron Westfall explores that with the introduction of Oracle APEX 24.1, Oracle deftly demonstrates how low code is done right and why GenAI can enable developers to create hardened, mission-critical applications with ease, further spotlighting Oracle’s open and collaborative approach to clouds and application development.
Oracle and Google Cloud Finally Tie the Interconnect Knot
Ron Westfall & Steven Dickens

Oracle and Google Cloud Finally Tie the Interconnect Knot

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.
Intel AI Everywhere Ready to Transform the AI Ecosystem
Daniel Newman & Ron Westfall

Intel AI Everywhere: Ready to Transform the AI Ecosystem

In our latest research brief, Intel AI Everywhere: Ready to Transform the AI Ecosystem, we analyze why Intel is perfectly suited to pace the AI Everywhere proposition. We look at why Intel is fundamentally committed to the core proposition of bringing AI everywhere, through key offerings such as Intel Xeon processors, Gaudi accelerators, and Intel Core Ultra Processors, which are aimed at ushering in the age of AI PC and securely distributing AI workloads in data center, cloud, and edge environments.
Oracle, Microsoft, and OpenAI Form GenAI Power Trio
Ron Westfall & Steven Dickens

Oracle, Microsoft, and OpenAI Form GenAI Power Trio

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 Fiscal 2024 Q4 & Full-Year: Cloud and GenAI Uplift Results
Ron Westfall & Steven Dickens

Oracle Fiscal 2024 Q4 & Full-Year: Cloud and GenAI Uplift Results

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 Takes the Intel Path to Simplify AI Journeys for Businesses
Ron Westfall

Lenovo Takes the Intel Path to Simplify AI Journeys for Businesses

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.
Computex 2024: Intel Catalyzes AI Everywhere with Key AI Portfolio Innovations
Ron Westfall

Computex 2024: Intel Catalyzes AI Everywhere with Key AI Portfolio Innovations

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.
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