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Category: AI and Data Analytics

Microsoft Q2 FY 2025: Cloud and AI Strength Offset Margin Pressures from Rising Capex
Keith Kirkpatrick & Nick Patience

Microsoft Q2 FY 2025: Cloud and AI Strength Offset Margin Pressures from Rising Capex

Cloud and AI Services Saw Strong Adoption, While Heightened Capex for AI Infrastructure Affected Margin Performance
The Futurum Group’s Keith Kirkpatrick and Nick Patience analyze Microsoft’s Q2 FY 2025 results, highlighting strong cloud and AI-driven growth, a surge in commercial bookings, and record-high AI infrastructure investments.
ServiceNow Q4 FY 2024: Sales Outlook Falls Short on AI Adoption Focus
Keith Kirkpatrick

ServiceNow Q4 FY 2024: Sales Outlook Falls Short on AI Adoption Focus

ServiceNow’s AI Strategy Shifts to Usage-Based Pricing, Impacting Near-Term Revenue
Keith Kirkpatrick, Research Director at The Futurum Group, examines ServiceNow’s Q4 FY 2024 earnings, focusing on its AI pricing shift, key partnerships, and enterprise adoption impact.
The View from Davos with Groq's Jonathan Ross
Daniel Newman

The View from Davos with Groq’s Jonathan Ross

Jonathan Ross, CEO & Founder at Groq, joins Daniel Newman and Patrick Moorhead to share his insights on pioneering developments in computing technology and AI's critical role in the future.
The View from Davos with Qualcomm's Cristiano Amon
Daniel Newman

The View from Davos with Qualcomm’s Cristiano Amon

Cristiano Amon, President and CEO at Qualcomm, joins host Daniel Newman to share his insights on the technological foresights and innovations discussed at Davos, highlighting Qualcomm's role in pushing the boundaries of connectivity and AI.
The View from Davos with Meta‘s Yann LeCun – The Future of AI is Open and Human-Level Intelligent
Daniel Newman

The View from Davos with Meta‘s Yann LeCun – The Future of AI is Open and Human-Level Intelligent

Yann LeCun, VP & Chief AI Scientist at Meta, joins Daniel Newman and Patrick Moorhead, sharing his insights on AI's transformative potential as seen at Davos. LeCun discusses Meta's AI advancements and their impact on global issues.
AI Agent and Hybrid Architecture: What It Means for Software Development
Mitch Ashley
Mitch Ashley

AI Agent and Hybrid Architecture: What It Means for Software Development

Microsoft CEO Satya Nadella Predicts Business Applications Will Be Created With AI Agents
Mitch Ashley, VP and Practice Lead, DevOps and AppDev at The Futurum Group, explores how AI agents are set to redefine SaaS by automating workflows, enhancing efficiency, and reshaping enterprise software architecture.
IBM’s Rob Thomas on Generative AI, LLMs, and the Path to Value Creation at the World Economic Forum in Davos, Switzerland - The View from Davos
Daniel Newman

IBM’s Rob Thomas on Generative AI, LLMs, and the Path to Value Creation at the World Economic Forum in Davos, Switzerland – The View from Davos

Rob Thomas, Senior VP and Chief Commercial Officer at IBM, joins hosts Daniel Newman and Patrick Moorhead, sharing his insights on IBM's strategies and the technological advancements shaping our future. A compelling overview from the heart of Davos.
Oracle Exadata X11M: The Enterprise AI Architecture
Ron Westfall

Oracle Exadata X11M: The Enterprise AI Architecture

Oracle’s Latest Exadata X11M Platform Delivers Key Enhancements in Performance, Efficiency, and Energy Conservation for AI and Data Workloads
Futurum’s Ron Westfall examines why Exadata X11M allows customers to decide where they want to gain the best performance for their Oracle Database workloads from new levels of price performance, consolidation, and efficiency alongside savings in hardware, power and cooling, and data center space.
Meta, NVIDIA, AMD: CES 2025 Highlights – A Recap from The Six Five Webcast
Six Five Media
Daniel Newman & Six Five Media

Meta, NVIDIA, AMD: CES 2025 Highlights – A Recap from The Six Five Webcast

Daniel Newman and Patrick Moorhead discuss the biggest innovations unveiled at CES 2025. From Meta’s community-driven moderation to NVIDIA’s AI advancements and Qualcomm’s edge computing breakthroughs sharing a technical look at CES’s top trends.
Marvell Unveils CPO Innovations Prepared to Drive XPU Architecture Breakthroughs
Ron Westfall

Marvell Unveils CPO Innovations Prepared to Drive XPU Architecture Breakthroughs

Marvell Spotlights How Incorporation of Its CPO Technology Capabilities Can Accelerate XPU Architecture Innovation
Futurum’s Ron Westfall explores how Marvell’s CPO portfolio can play an integral role in further demystifying applying customization in the XPU architecture design process, incentivizing hyperscalers to develop custom XPUs that increase the density and performance of their AI servers.
VAST Data 5.2: Advancing AI-Ready Storage with Performance and Resilience
Camberley Bates
Camberley Bates

VAST Data 5.2: Advancing AI-Ready Storage with Performance and Resilience

A Transformative Update Bringing New Hardware Architecture, Enhanced Write Performance, and Innovative Data Management Solutions for Hyperscale and Enterprise Environments
Camberley Bates, Chief Technology Advisor at The Futurum Group, shares insights on VAST Data Version 5.2, highlighting the EBox architecture, enhanced write performance, and data resilience features designed to meet AI and hyperscale storage environments.
Hitachi Vantara's Expanded Hybrid Cloud Storage Platform
Camberley Bates
Camberley Bates

Hitachi Vantara Updates and Reflection on This Past Year

A Closer Look At Hitachi Vantara’s Innovative Virtual Storage Platform One, Offering Scalable and Energy-Efficient Storage Solutions for Hybrid and Multi-Cloud Environments
Camberley Bates, Chief Technology Advisor at The Futurum Group, shares insights on Hitachi Vantara’s expanded hybrid cloud storage platform and the integration of all-QLC flash, object storage, and advanced cloud capabilities.
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