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Category: AI and Data Analytics

GTC25: T-Mobile NVIDIA Prep 6G Blueprint for AI-Native Wireless Networks
Ron Westfall

GTC25: T-Mobile NVIDIA Prep 6G Blueprint for AI-Native Wireless Networks

T-Mobile Joins Forces with NVIDIA, MITRE, Cisco, ODC, and Booz Allen Hamilton to Build AI-Driven 6G Network Stack on the NVIDIA AI Aerial Platform
Ron Westfall, Research Director at The Futurum Group, shares insights on how T-Mobile’s expanded collaboration with NVIDIA could shape the future of AI-native 6G network design and standardization through a unified, secure infrastructure stack.
GTC 2025: Can Solidigm’s Liquid-Cooled SSD Redefine AI Server Infrastructure?
Ron Westfall

GTC 2025: Can Solidigm’s Liquid-Cooled SSD Redefine AI Server Infrastructure?

Solidigm and NVIDIA Unveil Cold-Plate-Cooled SSD to Eliminate Air Cooling from AI Servers
Ron Westfall, Research Director at The Futurum Group, shares insights on Solidigm’s cold-plate-cooled SSD, developed with NVIDIA to enable fanless, liquid-cooled AI server infrastructure and meet surging demand driven by gen AI workloads.
AWS Puts S3 and Next Generation of SageMaker at the Heart of its Data and Analytics Strategy during Pi Day 2025
Brad Shimmin
Brad Shimmin

AWS Puts S3 and Next Generation of SageMaker at the Heart of Its Data and Analytics Strategy During Pi Day 2025

Will a New Unified User Experience for Data, Analytics, and AI Professionals, Along With Updated Lakehouse Capabilities, Help Simplify Aws’ Wide-Ranging Data and Analytics Portfolio?
The Futurum Group's analyst unpacks AWS's SageMaker Unified Studio launch and S3 Tables updates. Learn how this simplifies data and AI workflows for enterprises and strengthens their data lakehouse strategy.
MWC 2025: Why Mobile Security Matters More than Ever
Ron Westfall

MWC 2025: Why Mobile Security Matters More than Ever

MWC 2025 Produced a Tidal Wave of Announcements, With Cybersecurity Standing Out as a Consistent Priority Amid 5G, AI, Geopolitical, API, and RAN Concerns
Futurum’s Ron Westfall examines how cybersecurity portfolio development and marketing moves by key players Deutsche Telekom, Vodafone, IBM, Palo Alto, AWS, Nokia, and Microsoft will play a more integral role in the overall success of mobile networks, including 5G service innovation.
Apple Pushes AI and Performance with New MacBook Air and Mac Studio
Olivier Blanchard
Olivier Blanchard

Apple Pushes AI and Performance with New MacBook Air and Mac Studio

Apple Updates Its Bestselling Laptop and Pro Desktop with M4 and M3 Ultra Chips
Olivier Blanchard, Research Director at The Futurum Group, breaks down Apple's MacBook Air and Mac Studio updates. With the M4 and M3 Ultra chips, plus a price cut and AI upgrades, how will these changes impact Apple’s market position?
Samsara Q4 FY 2025 Earnings: Understanding Market Reactions
Olivier Blanchard
Olivier Blanchard

Samsara’s Post-Earnings Drop: Understanding Market Reactions

Strong ARR and Margin Expansion, but Investor Concerns Over CapEx and AI-Driven Shifts Remain
Olivier Blanchard, Research Director at The Futurum Group, shares insights on Samsara’s strong Q4 FY 2025 earnings, the 11% stock drop, and key investor concerns over CapEx slowdowns and AI-driven edge computing. How will these factors shape Samsara’s growth?
Google’s March Pixel Drop Brings AI Security, Health, and Connectivity Upgrades
Olivier Blanchard
Olivier Blanchard

Google’s March Pixel Drop Brings AI Security, Health, and Connectivity Upgrades

Google’s Latest Pixel Update Brings AI-Driven Scam Detection, Live Video Capabilities in Gemini Live, and Expanded Health and Safety Features to Pixel Devices
Olivier Blanchard, Research Director at The Futurum Group, examines Google’s March Pixel Drop, highlighting AI-powered Scam Detection, Gemini Live’s updates, Pixel Watch 3’s health tracking, and Satellite SOS expansion.
Oracle Q3 FY 2025 Earnings Show Strong RPO Growth Amid Cloud Expansion
Keith Kirkpatrick & Daniel Newman

Oracle Q3 FY 2025 Earnings Show Strong RPO Growth Amid Cloud Expansion

With Record RPO Growth and Strong Cloud Momentum, Oracle Forecasts Accelerating Revenue Expansion Into FY 2026, Driven by AI Demand and Hyperscaler Partnerships
Keith Kirkpatrick and Daniel Newman at The Futurum Group examine Oracle’s Q3 FY 2025 earnings, highlighting record RPO growth, expanding AI infrastructure, and deepening multi-cloud adoption.
Broadcom Q1 FY 2025: AI and Software Power 25% Revenue Growth
Richard Gordon
Richard Gordon & Daniel Newman

Broadcom Q1 FY 2025: AI and Software Power 25% Revenue Growth

AI-Driven Semiconductor Demand and Infrastructure Software Expansion Fueled Broadcom’s 25% YoY Revenue Growth in Q1 FY 2025
Richard Gordon and Daniel Newman at The Futurum Group break down Broadcom’s Q1 FY 2025 earnings, highlighting AI semiconductor growth, hyperscaler demand for XPUs, and VMware’s software transition driving 25% YoY revenue growth and strong Q2 guidance.
Marvell Q4 FY 2025 Reports 27% Revenue Growth, AI Custom Chips Drive Momentum
Richard Gordon
Richard Gordon & Daniel Newman

Marvell Q4 FY 2025 Reports 27% Revenue Growth, AI Custom Chips Drive Momentum

Strong AI Adoption Propels Marvell’s Revenue Growth, With Custom Silicon Ramping Up
Richard Gordon and Daniel Newman analyze Marvell’s Q4 FY 2025 earnings, highlighting AI growth, custom silicon momentum, and evolving semiconductor trends amid rising demand for efficiency-focused AI models.
HPE Q1 FY 2025: Server Boom Fuels Revenue Jump, But Margins Pressured
Ron Westfall & Daniel Newman

HPE Q1 FY 2025: Server Boom Fuels Revenue Jump, But Margins Pressured

AI-Driven Server Growth Lifts HPE’s Revenue, but Profit Margins Disappoint
Ron Westfall and Daniel Newman at The Futurum Group analyze HPE’s Q1 FY 2025 earnings, highlighting AI-driven server growth, GreenLake expansion, margin pressures, weak guidance, cost cuts, and Juniper deal uncertainty.
Dell Q4 FY 2025 Earnings Show Strong AI Momentum, ISG Revenue Up 22% YoY
Olivier Blanchard
Olivier Blanchard

Dell Q4 FY 2025 Earnings Show Strong AI Momentum, ISG Revenue Up 22% YoY

Dell’s Q4 FY 2025 Results Show Strong AI Infrastructure Demand, Boosting ISG Growth While CSG Continues to Face Softness in Consumer Sales
Olivier Blanchard, Research Director at The Futurum Group, analyzes Dell’s Q4 FY 2025 earnings, highlighting record AI-driven ISG growth, a $9 billion AI backlog, and CSG challenges. With AI server demand surging, execution remains key in FY 2026.
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