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Category: AI Platforms

AI Acceleration News from IBM at Hot Chips - Infrastructure Matters, Episode 52
Steven Dickens

AI Acceleration News from IBM at Hot Chips – Infrastructure Matters, Episode 52

Chris Berry and Susan Eickhoff, leading figures in processor development at IBM, join Steven Dickens to share insights on IBM's groundbreaking AI acceleration technologies presented at Hot Chips.
Scandit Expands Shelf Intelligence with MarketLab's Fixed-Camera Tech
Steven Dickens & Keith Kirkpatrick

Scandit Expands Shelf Intelligence with MarketLab’s Fixed-Camera Tech

New Fixed-Camera Shelf Scanning Could Boost Store Efficiency, But It Is Crucial To Address Customer Privacy Concerns
The Futurum Group’s Steven Dickens and Keith Kirkpatrick share their insights on Scandit’s acquisition of MarketLab’s fixed-camera scanning solutions, and discuss the steps retailers should take to ensure privacy issues do not derail its use.
OpenText Axcelerate Integrates AI-Power via Aviator
Keith Kirkpatrick

OpenText Axcelerate Integrates AI-Power via Aviator

New Capabilities Aid Legal Teams with eDiscovery, Document Review, Analysis, and Litigation Strategies
Keith Kirkpatrick, Research Director at The Futurum Group, dives deep into OpenText's AI-driven Axcelerate with Aviator, showcasing its potential to revolutionize legal eDiscovery through advanced analytics and automation.
AMD to Acquire ZT Systems and Expand Data Center AI Systems Capabilities
Olivier Blanchard
Olivier Blanchard

AMD to Acquire ZT Systems and Expand Data Center AI Systems Capabilities

AMD to Significantly Expand Data Center AI Systems Capabilities with Acquisition of Hyperscale Solutions Provider ZT Systems
Olivier Blanchard, Research Director at The Futurum Group, digs into the motivations and potential upsides of AMD’s plans to acquire ZT Systems, particularly as AMD ramps up efforts to expand its leadership in high-growth AI-driven IT market segments.
Synopsys Hits Record Q3 2024 Revenue on High Semiconductor, AI Demand
Dr. Bob Sutor
Dr. Bob Sutor

Synopsys Hits Record Q3 2024 Revenue on High Semiconductor, AI Demand

Synopsys Posts a Solid Third Quarter in Fiscal Year 2024, Reporting Robust Revenue Growth, Yet Faces Potential Challenges in Sustaining Momentum Across Its Core Business Units
Synopsys, Inc.’s record Q3 earnings reflect the company’s advancements in design automation and AI-driven IP solutions. These innovations support the growth of AI, 5G, and IoT technologies, aligning with the sustained demand that fueled their strong financial performance.
Huawei To Introduce A Chip In Chinese Market To Compete With NVIDIA?
Daniel Newman

Huawei To Introduce A Chip In Chinese Market To Compete With NVIDIA?

The Six Five team discusses Huawei To Introduce A Chip In Chinese Market To Compete With NVIDIA?
DOJ Considers Breaking Up Google
Daniel Newman

DOJ Considers Breaking Up Google

The Six Five team discusses DOJ Considers Breaking Up Google
AMD Acquires ZT Systems for AI Rack Design Capabilities
Daniel Newman

AMD Acquires ZT Systems for AI Rack Design Capabilities

The Six Five team discusses AMD Acquires ZT Systems for AI Rack Design Capabilities
Talking AMD, ZT Systems, Google, Cisco, Lenovo, HPE & Morpheus Data, Huawei & NVIDIA, Coherent
Daniel Newman

Talking AMD, ZT Systems, Google, Cisco, Lenovo, HPE & Morpheus Data, Huawei & NVIDIA, Coherent

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss AMD’s acquisition of ZT Systems, the DOJ consideration of breaking up Google, Cisco Q4FY24 Earnings, Lenovo Q1FY24/25 Earnings, HPE’s intent to acquire Morpheus Data, Huawei’s Chinese Market chip to compete with NVIDIA, and Coherent Q4FY24 Earnings.
WalkMe Spotlights DAP Professionals as Catalysts for AI Transformation
Keith Kirkpatrick

WalkMe Spotlights DAP Professionals as Catalysts for AI Transformation

Annual Survey of Digital Adoption Professionals Highlights a Variety of AI-Powered Applications
The Futurum Group’s Keith Kirkpatrick highlights the results of WalkMe’s annual DAP Professional Survey, emphasizing the growing influence of DAPs in optimizing digital transformation and AI deployment.
Lenovo FY Q1: Hybrid AI Opportunity Delivers Profitability and Growth Across All Segments
Olivier Blanchard
Olivier Blanchard

Lenovo FY Q1: Hybrid AI Opportunity Delivers Profitability and Growth Across All Segments

Lenovo’s Infrastructure Solutions Group Posts Record Revenues as Demand for AI Continues to Grow
Olivier Blanchard, Research Director with The Futurum Group, digs into Lenovo’s latest quarterly earnings report and explains why the company’s device-to-cloud approach to the larger hybrid AI opportunity is already yielding impressive YoY growth at scale across its three main business segments.
Coherent Q4 2024 Financial Results Driven by AI and OLED Market Growth
Ron Westfall

Coherent Q4 2024 Financial Results Driven by AI and OLED Market Growth

Coherent Sees Strong Q4 Growth in AI-Driven Datacom and OLED Markets, Bolstered by Strategic Innovation and Robust Product Demand
Ron Westfall, Research Director at The Futurum Group, shares insights on Coherent Corp.’s Q4 2024 financial results, highlighting the company’s strategic growth in AI-driven Datacom transceivers and OLED markets. Discover how these factors influenced Coherent’s performance.
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