Category: AI Platforms

Mark Papermaster, CTO at AMD, joins hosts to share insights on AMD’s evolving AI strategy, highlighting significant progress and strategic directions.
Qualcomm Strengthens Its AI Infrastructure Capabilities By Acquiring Alphawave Semi In A Strategic Move To Deepen Its Presence In Data Center Compute And Connectivity
Olivier Blanchard, Research Director at Futurum, analyzes Qualcomm’s $2.4 billion Alphawave deal and how it expands AI data center capabilities with high-speed connectivity IP.
Marc Hammons and Professor Song Han join David Nicholson to share their insights on revolutionizing productivity and collaboration with AI PCs, delineating a future where work is transformed by intelligence and sustainability.
The Recent Reorganization Yields an Organization More Focused on Innovation and Delivering a Strong Platform Message
Fernando Montenegro, VP and Practice Lead, Cybersecurity at Futurum, shares his/her insights on the main announcements and key trends from Cisco Live US 2025, including agentic AI and secure networking.
Martin Lund, EVP at Cisco, joins Patrick Moorhead and Daniel Newman at Cisco Live to dive into Cisco's innovative silicon strategy, from powering AI infrastructures to transforming campus access with Silicon One.
Adobe Raises FY 2025 Revenue and EPS Targets Amid Continuing AI-Driven Momentum Across Segments
Keith Kirkpatrick and Daniel Newman at Futurum analyze Adobe’s Q2 FY 2025 results, highlighting AI-fueled user growth, Firefly adoption, strong RPO gains, and raised FY 2025 guidance despite AI-native competitive pressures.
Kamal Hathi, SVP & GM at Cisco, joins Patrick Moorhead and Daniel Newman to discuss the powerful synergy between Cisco and Splunk, and the future of digital resilience.
Oracle Posts Q4 Fy 2025 Revenue and EPS Beat as Cloud Demand Fuels Growth Acceleration
Keith Kirkpatrick and Daniel Newman at Futurum analyze Oracle’s Q4 FY 2025 earnings, highlighting strong cloud momentum, multicloud adoption, AI-driven demand, and aggressive capacity expansion, positioning Oracle for FY 2026 acceleration.
Liz Centoni, EVP & Chief Customer Experience Officer at Cisco, joins the hosts to explore how Agentic AI is revolutionizing CX in the B2B sector.
DJ Sampath, SVP at Cisco, joins Six Five to delve into Cisco's AI advancements and the evolutionary shift towards an "Internet of Agents," spotlighting the future of artificial intelligence.
Jeetu Patel, President & Chief Product Officer at Cisco, joins the Six Five On The Road to discuss Cisco's strategic advancements in AI, security, and silicon technology at Cisco Live 2025, emphasizing the power of a unified technology stack.
NVIDIA Expands Isaac Platform With New Tools and Systems To Accelerate Physical AI Development
Olivier Blanchard, Research Director at Futurum, shares insights on how NVIDIA’s Isaac GR00T platform and Blackwell systems aim to accelerate humanoid robotics through simulation, synthetic data, and integrated infrastructure.

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