Author: Steven Dickens

Oracle’s Cloud Infrastructure and AI Advancements Drive Robust Revenue Growth Bolstered by Crucial Industry Verticals Such as Healthcare, Financial Services, and Retail
Steven Dickens, Chief Technology Advisor, and Keith Kirkpatrick, Research Director at The Futurum Group, share insights on Oracle’s Q1 FY2025 earnings, showcasing the rapid growth of Oracle Cloud Infrastructure (OCI) and AI’s impact on cloud revenue.
Steven Dickens and Ron Westfall from The Futurum Group highlighted that HPE Private Cloud AI’s ability to rapidly deploy generative AI applications, along with its solution accelerators and partner ecosystem, can greatly simplify AI adoption for enterprises, helping them scale quickly and achieve faster results.
Steven Dickens, Chief Technology Advisor at The Futurum Group, explores how AWS is transforming sports with AI and cloud technology, enhancing fan engagement and team performance while raising concerns around privacy and commercialization. Discover the future challenges and opportunities in sports tech.
Navigating Growth Through AI, Cloud Innovation, and Strategic Adjustments
Steven Dickens, Chief Technology Advisor at The Futurum Group, shares his insights on Elastic’s Q1 FY2025 financial performance. He highlights key achievements in AI and security and analyzes the company's market positioning and future growth prospects.
Scott Silk, Chairman and CEO at Astadia, joins Steven Dickens to share his insights on the pivotal role of mainframe modernization in today's technology landscape and how Astadia is leading the charge towards efficient, cloud-based solutions.
In our latest research report, Boost Efficiencies and Optimize Performance with Turnkey AI Enterprise Solutions, we examine how organizations can plan and build private AI solutions and why private AI addresses the growing demand for greater control over AI solutions, including protection and transparency.
In our latest research report, Achieve Better Economics and Performance Through Hybrid AI, we examine why the Lenovo Smarter AI for All portfolio and vision can meet the unique demands of selecting and implementing hybrid AI organization wide.
In our latest research brief, Liquid Cooling: How Deep Expertise Enables Energy Efficient Computing for AI and Beyond, we assess why liquid cooling approaches are increasingly becoming a focus for both silicon and system designers because of the ability of liquid to absorb heat faster and at higher capacities than traditional air-cooling methods.
Steven Dickens from The Futurum Group shares that sovereign clouds have emerged as a critical element in the global cloud computing landscape, driven by the need for enhanced data sovereignty and regulatory compliance amid geopolitical tensions. Major cloud providers, including AWS, Microsoft, Google, and Oracle, are making significant investments in sovereign cloud solutions to meet the evolving demands of governments and highly regulated industries.
The Introduction of Telum II Is Timely, as IBM Continues to Deliver Strong Revenue Performance Even Late Into the Z16 Cycle.
Steven Dickens highlights how IBM's Telum II processor marks a significant leap forward in mainframe technology, particularly for transactional AI workloads. The advanced cache architecture, designed to optimize performance for complex data processing, is crucial for environments that require high-speed, secure, and reliable computing. With IBM actively developing over 200 AI use cases, the Telum II processor is poised to deliver substantial innovation, especially as IBM readies its next-generation mainframe system for release in 2025. This strategic focus positions IBM to meet the growing demands of enterprise computing in the AI era.
In this analysis, Steven Dickens explores Lenovo’s strategic introduction of Hybrid Cloud Advisory Services, aimed at simplifying AI deployment for enterprises. Drawing on Futurum's research, the article emphasizes the growing prevalence of hybrid AI deployments and Lenovo's role in helping businesses accelerate time to value.
Paul Nashawaty and Steven Dickens highlight how Broadcom’s strategic investments post-acquisition, particularly in the CA Technologies mainframe software portfolio, challenge the prevailing narrative of asset milking. They suggest that VMware could similarly benefit from a focused, long-term innovation strategy under Broadcom’s ownership.

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