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Category: AI Platforms

Intel Sticks the Lunar Lake Core Ultra Landing as the AI PC Race Heats Up
Olivier Blanchard
Olivier Blanchard

Intel Sticks the Lunar Lake Core Ultra Landing as the AI PC Race Heats Up

New Lunar Lake Core Ultra Chipsets Are Everything Intel Needed to Get back Into the AI PC Race at Exactly the Right Time
Olivier Blanchard, Research Director at The Futurum Group, digs into Intel’s Lunar Lake Core Ultra announcement just ahead of IFA in Berlin, and explains the importance for Intel to get this launch right, the significance of this new AI PC platform’s entry into the Copilot+ PC ecosystem, and key competitive considerations involving PC OEMs and semiconductor rivals AMD and Qualcomm.
Elastic Q1 FY2025 Strong Revenue Growth Amid Operational Adjustments
Steven Dickens

Elastic Q1 FY2025 Strong Revenue Growth Amid Operational Adjustments

Navigating Growth Through AI, Cloud Innovation, and Strategic Adjustments
Steven Dickens, Chief Technology Advisor at The Futurum Group, shares his insights on Elastic’s Q1 FY2025 financial performance. He highlights key achievements in AI and security and analyzes the company's market positioning and future growth prospects.
Intel and IBM Show Joint AI Moxie in the Cloud
Ron Westfall

Intel and IBM Show Joint AI Moxie in the Cloud

Intel and IBM Strike AI Partnership to Deploy Gaudi 3 Accelerators on IBM Cloud to Meet Enterprise AI Scaling and Optimization Demands
The Futurum Group’s Ron Westfall assesses why combining Intel Gaudi 3 AI accelerators and Xeon CPUs with IBM Cloud enables them to develop new AI capabilities and make inroads fulfilling the rapidly expanding demand for cost-effective, secure AI computing solutions.
HP Inc Q3FY24 Earnings
Daniel Newman

HP Inc Q3FY24 Earnings

The Six Five team discusses HP Inc Q3FY24 Earnings
Pure Storage Q2FY25 Earnings
Daniel Newman

Pure Storage Q2FY25 Earnings

The Six Five team discusses Pure Storage Q2FY25 Earnings
Salesforce Q2FY25 Earnings
Daniel Newman

Salesforce Q2FY25 Earnings

The Six Five team discusses Salesforce Q2FY25 Earnings
Talking Special Guest, NVIDIA, VMware Explore, Salesforce, Dell, Pure Storage, HP
Daniel Newman

Talking Special Guest, NVIDIA, VMware Explore, Salesforce, Dell, Pure Storage, HP

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings from NVIDIA, Salesforce, Dell, Pure Storage, and HP, as well as insights from VMware Explore 2024.
Dell Q2 FY 2025 Earnings Deliver Record Server and Networking Revenues
Olivier Blanchard
Olivier Blanchard

Dell Q2 FY 2025 Earnings Deliver Record Server and Networking Revenues

Latest Dell Earnings Point to Growth Acceleration in Server and Networking Solutions
Olivier Blanchard, Research Director with The Futurum Group, digs into Dell’s Q2 FY2025 earnings. In focus: How growing demand for AI solutions and Dell’s partnership with NVIDIA are already producing record results for Dell’s Infrastructure Solutions Group, and why softness in Dell’s Client Solutions Group numbers for the quarter suggests that the PC refresh supercycle, which kicked off just a few weeks ago, may take a few more quarters to gain momentum.
HP’s FY 2024 Q3 Results The AI PC Supercycle Starts Now
Olivier Blanchard
Olivier Blanchard

HP’s FY 2024 Q3 Results: The AI PC Supercycle Starts Now

HP Fiscal 2024 Q3 Results: The Last of the Calm Before the AI PC Supercycle’s First Hints of Acceleration and Encouraging Numbers in the Printing Segment
Olivier Blanchard, Research Director with The Futurum Group, digs into HP’s FY 2024 Q3 earnings report: 1) Understanding where HP’s Personal Systems segment is on the AI PC supercycle’s timeline and what to expect in terms of acceleration in upcoming quarters. 2) HP’s printing segment’s downward trend has slowed considerably since Q2, and further improvements could be seen as the PC refresh cycle creates new UX and attaches opportunities for printing solutions.
Boost Efficiencies and Optimize Performance with Turnkey AI Enterprise Solutions
Steven Dickens & Ron Westfall

Boost Efficiencies and Optimize Performance with Turnkey AI Enterprise Solutions

In our latest research report, Boost Efficiencies and Optimize Performance with Turnkey AI Enterprise Solutions, we examine how organizations can plan and build private AI solutions and why private AI addresses the growing demand for greater control over AI solutions, including protection and transparency.
Zendesk Announces Outcome-based Pricing Model for AI Agents
Keith Kirkpatrick

Zendesk Announces Outcome-based Pricing Model for AI Agents

Significant Shift in its Pricing Model Focuses on Automated Resolutions to Deliver Value to Customers
Keith Kirkpatrick, Research Director with The Futurum Group, shares his insights on Zendesk’s announcement of outcomes-based pricing for its gen AI-powered agent technology, and discusses the challenges and opportunities for vendors and customers.
Achieve Better Economics and Performance Through Hybrid AI
Steven Dickens & Ron Westfall

Achieve Better Economics and Performance Through Hybrid AI

In our latest research report, Achieve Better Economics and Performance Through Hybrid AI, we examine why the Lenovo Smarter AI for All portfolio and vision can meet the unique demands of selecting and implementing hybrid AI organization wide.
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