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Category: AI Platforms

We are Live! Talking NVIDIA, GlobalFoundries, Zoom, Salesforce, Groq, Qualcomm
August 14, 2023

We are live! Talking NVIDIA, GlobalFoundries, Zoom, Salesforce, Groq, Qualcomm – The Six Five Webcast

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss the NVIDIA Siggraph announcements, Zoom’s AI Terms of Service update, GlobalFoundries earnings, Salesforce, Groq’s Llama...
DISH and EchoStar Reunite: Long-Awaited Merger Finally Commences
August 14, 2023

DISH and EchoStar Reunite: Long-Awaited Merger Finally Commences

The Futurum Group’s Ron Westfall assesses why the reunification of DISH and EchoStar provides the financial flexibility and portfolio resources key to meeting an expanding array of consumer, enterprise, and...
WalkMe Achieves Record Positive Free Cash Flow in Q2 2023
August 14, 2023

WalkMe Achieves Record Positive Free Cash Flow in Q2 2023

Daniel Newman and Sherril Hanson of The Futurum Group cover WalkMe’s Q2 2023 earnings and cover the factors that are helping to position the company for solid market positioning....
5G Factor: T-Mobile, Vodafone, Orange, and Telefonica Shine at 5G Sustainability
August 11, 2023

5G Factor: T-Mobile, Vodafone, Orange, and Telefonica Shine at 5G Sustainability

The Futurum Group’s Ron Westfall and Steven Dickens examine how the major 5G carriers are advancing their 5G sustainability and ESG goals with Vodafone, T-Mobile, Orange, and Telefonica shining....
Oracle Compute Cloud@Customer: Taking Cloud Services to New Heights
August 11, 2023

Oracle Compute Cloud@Customer: Taking Cloud Services to New Heights

The Futurum Group’s Ron Westfall assesses why the latest Compute Cloud@Customer offering clearly bucks the trend of on-premises cloud offerings by delivering the same compute, storage, networking, APIs, control plane,...
IBM Is Building an AI Center of Competence With Wintershall Dea
August 11, 2023

IBM Is Building an AI Center of Competence With Wintershall Dea

Todd R. Weiss, Senior Analyst at The Futurum Group, shares his insights about IBM building an AI Center of Competence with European oil and gas vendor Wintershall Dea to empower...
Google Search Generative Experience: Will Gen AI Impact Search?
August 11, 2023

Google Search Generative Experience: Will Gen AI Impact Search?

Mark Beccue, Research Director at The Futurum Group, examines recent updates to the Google Search Generative Experience and explores the impact of generative AI on the future of search, including...
AWS Storage Day 2023: AWS Tackles AI/ML, Cyber-Resiliency in the Cloud
August 11, 2023

AWS Storage Day 2023: AWS Tackles AI/ML, Cyber-Resiliency in the Cloud

The Futurum Group’s senior analysts Krista Macomber and Dave Raffo share their insights on AWS Storage Day performance and cost improvements made to Elastic Block Storage, FSx file storage, and...
Solid Q2 2023 Results for Twilio With 10% Total Revenue Growth YoY
August 10, 2023

Solid Q2 2023 Results for Twilio With 10% Total Revenue Growth YoY

Daniel Newman and Sherril Hanson of The Futurum Group break down Twilio’s Q2 2023 earnings, which saw the company surpassing both revenue and profit targets....
The AI Wave Is Here Are You Ready
August 10, 2023

The AI Wave Is Here: Are You Ready?

The Futurum Group’s Daniel Newman shares insight on the risks and rewards of generative AI and the need for an industry-standard process to manage those risks, particularly around data security....
CoreWeave Secures $2.3 Billion in Debt Financing, Challenges for AI Compute
August 10, 2023

CoreWeave Secures $2.3 Billion in Debt Financing, Challenges for AI Compute

Mark Beccue, Research Director at The Futurum Group, examines CoreWeave’s announcement of $2.3 billion in debt financing, and the ways in which the company has the potential to disrupt leading...
5G Factor Video Research Note: T-Mobile Unveils New Four-Carrier Aggregation Capabilities
August 9, 2023

5G Factor Video Research Note: T-Mobile Unveils New Four-Carrier Aggregation Capabilities

The Futurum Group’s Ron Westfall and Todd Weiss examine T-Mobile’s new 5G four-carrier aggregation capabilities, which allows it to combine multiple 5G channels, or carriers, to deliver greater speed and...

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