NVIDIA, VMware, Salesforce, Dell, Pure Storage, and HP Inc. spotlight AI growth and cloud innovation. In episode 230 of the Six Five webcast, Patrick Moorhead, Daniel Newman, and guest Dan Ives discuss their innovations and market challenges.
Greenlake ARR Growth and Strong Performance in AI-Enabled Services Set the Tone for a Solid Q3 FY24 Performance
Steven Dickens, Chief Technology Advisor at The Futurum Group, shares insights on Hewlett Packard Enterprise’s Q3 2024 financial performance, focusing on AI's impact on earnings, the future of AI at HPE, and the growth of GreenLake’s ARR.
CrowdStrike Drives Growth Through Falcon Platform Expansion and Strategic Partnerships Amid Rising Demand for Integrated Cybersecurity Solutions
Steven Dickens, Chief Technology Advisor, and Krista Case, Research Director at The Futurum Group, provide insights into CrowdStrike's Q2 FY2025, highlighting the Falcon platform's role in shaping the future of cybersecurity.
Barry Wordell, Head and Global GTM for Sales and Strategy at Microsoft, discusses hybrid IT strategies, highlighting the strengths of cloud and mainframes, the importance of security, AI's potential, and future roles for mainframes.
Matthew Kinsella, CEO at Infleqtion, shares his insights on the synergy between quantum computing and AI, explaining how advancements in one field can significantly propel the other, potentially revolutionizing how businesses operate.
Ashutosh Kulkarni, CEO at Elastic, joins Cory Johnson to share his insights on the transformative potential of Generative AI and the Vectorization of Search, illustrating Elastic's leading-edge approach in this space.
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.
Latest Dell Earnings Point to Growth Acceleration in Server and Networking Solutions
Olivier Blanchard, Research Director with The Futurum Group, digs into Dell’s Q2 FY2025 earnings. In focus: How growing demand for AI solutions and Dell’s partnership with NVIDIA are already producing record results for Dell’s Infrastructure Solutions Group, and why softness in Dell’s Client Solutions Group numbers for the quarter suggests that the PC refresh supercycle, which kicked off just a few weeks ago, may take a few more quarters to gain momentum.
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.
