Olivier Blanchard and Brad Shimmin at Futurum examine Amazon’s Q2 FY 2025 results, spotlighting strong retail and ad growth, mixed AI progress, and AWS margin compression amid intensifying cloud competition...
In this episode of The Six Five Podcast, hosts Patrick Moorhead and Daniel Newman break down the latest tech earnings and market trends, with expert insights on Intel's foundry strategy,...
Daniel Newman, CEO, and Mitch Ashley, VP & Practice Lead at The Futurum Group, take a bold stance on open data access, essential for companies to become AI-powered intelligence organizations....
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the recent AI summit in Washington D.C., analyzing its implications for U.S. competitiveness and policy....
Ray Wang, Research Director at Futurum, shares his insights on AWS’s launch of EC2 P6e-GB200 UltraServers, highlighting how NVIDIA Grace Blackwell GPUs and liquid-cooled UltraClusters are enabling trillion-parameter AI workloads....
Keith Kirkpatrick and Daniel Newman explore how Alphabet’s strong Q2 FY 2025 results reflect deepening AI integration across Search, Cloud, and YouTube, and what its $85 billion CapEx guidance says...
Futurum’s Nick Patience and Daniel Newman share their insights on IBM's Q2 2025, highlighting strong revenue and profit growth, surging GenAI business, and raised free cash flow guidance as AI...
In our latest Market Brief, Enabling the Agentic AI Ecosystem Through watsonx, developed in partnership with IBM, Futurum Research explores how agentic AI will redefine digital labor and enterprise workflows....
Doug Oathout and Peter Lillian join Keith Townsend to discuss optimizing AI architecture, leveraging NVIDIA’s computing and Lenovo’s AI solutions....
Keith Kirkpatrick, Research Director at Futurum, shares insights on SAP’s Q2 FY 2025 earnings, spotlighting AI-led cloud growth, ERP suite momentum, rising internal AI productivity, and a reaffirmed FY outlook...
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