Category: AI Platforms

Companies Detail Plans to Build Additional Copilots for Manufacturing, Infrastructure, Transportation, and Healthcare Industries
Keith Kirkpatrick, Research Director at The Futurum Group, covers the announcement of Siemens Industrial Copilot and discusses the Siemens and Microsoft focus on verticals with use cases that can deliver strong ROI from generative AI.
Growth Drivers in Q3 2023 Include New Customer Wins and an Expansion of Consumer Subscribers
The Futurum Group’s Steven Dickens and Keith Kirkpatrick share their insights on Udemy’s Q3 2023 earnings results, driven by customer wins, rising subscriber counts, geographic expansion, and the use of AI across its marketplace platform.
The Futurum Group’s Daniel Newman is joined by IBM’s Roger Premo, General Manager, Corporate Strategy and Ventures for a conversation on the company's launch of the IBM Enterprise AI Venture fund.
With Amazon EC2 Capacity Blocks, AWS Takes Reservations for GPUs
The Futurum Group’s Steven Dickens and Dave Raffo share their insights on the new AWS consumption model for renting NVIDIA GPUs in EC2 Capacity Blocks for short-duration ML workloads.
Nokia Collaborates with Hololight to Deliver Reliable Immersive XR Experiences with Latency-Improving Technology L4S Stimulating Broader Ecosystem Support
The Futurum Group’s Ron Westfall examines how the Nokia Hololight alliance can play an integral role in expanding ecosystem collaboration to show that the L4S protocol can transform communications, including across XR and 5G-Advanced environments.
New IBM Storage Scale System Focuses on AI Workloads
Mitch Lewis, Research Analyst at The Futurum Group, shares his insights on IBM’s new Storage Scale System 6000.
Earnings Growth Powered by Subscription and Cloud Revenue and a Focus on Organic Growth
Daniel Newman, Chief Analyst, and Keith Kirkpatrick, Research Director, at The Futurum Group share their insights on OpenText’s strong Q1 FY 2024 earnings.
Despite YoY Revenue Losses, Qualcomm Q4 2023 Earnings Beat Expectations
The Futurum Group’s Daniel Newman and Olivier Blanchard share insights on Qualcomm Q4 2023 earnings, which beat expectations and join other tech sector quarterly earnings in suggesting an improving demand environment for handsets and other devices.
The Six Five team discusses AWS ML Capacity Blocks in this highlight from episode 191 of the Six Five Webcast.
The Six Five team discusses AMD Q3 Earnings results in this highlight from episode 191 of the Six Five Webcast.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Cloudera Evolve 2023, the latest earnings from Lattice, Qualcomm, and AMD, as well as news from AWS and Apple.
Ericsson Launches New Software Toolkit to Support New RAN and Core Capabilities Aimed at Boosting 5G SA to Create New Business Opportunities for CSPs
The Futurum Group’s Ron Westfall examines why Ericsson’s new 5G SA-focused software toolkit can play an integral role in providing premium experiences with SLAs by unlocking advanced 5G applications through differentiated connectivity.

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