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Category: AI Platforms

Intel Delivers Flat Q1 FY 2025 Revenue Amid Ongoing Turnaround Efforts
Richard Gordon
Richard Gordon & Daniel Newman
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Intel Delivers Flat Q1 FY 2025 Revenue Amid Ongoing Turnaround Efforts

Q1 FY 2025 Results Show Intel Maintaining Topline but Facing Margin Pressure
Richard Gordon and Daniel Newman explore Intel’s Q1 FY 2025 results, highlighting flat revenue, margin challenges, and CEO Lip-Bu Tan’s early turnaround actions.
Hammerspace Tier 0: Unlocking Greater Efficiency in GPU-Driven Computing
Mitch Lewis

Hammerspace Tier 0: Unlocking Greater Efficiency in GPU-Driven Computing

In our latest Research Brief, Hammerspace Tier 0: Unlocking Greater Efficiency in GPU-Driven Computing, The Futurum Group explores how organizations can overcome latency and storage inefficiencies by unlocking stranded NVMe capacity within GPU servers.
Dataiku Everyday AI Conference - Rising Above the Agentic AI Fray
Brad Shimmin
Brad Shimmin
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Dataiku Everyday AI Conference – Rising Above the Agentic AI Fray

Dataiku Hopes Its LLM Mesh Can Help Enterprises Quell AI Agent Technology Sprawl Through Technology-Agnostic Yet Centralized Control, Orchestration, and Management
Brad Shimmin, VP & Practice Lead, Data & Analytics at The Futurum Group, shares insights on Dataiku's strategy to tame the "agentic AI fray" with new AI Agent tools on its LLM Mesh, focusing on centralized control and orchestration, discussed at Everyday AI.
T-Mobile Q1 FY 2025: Delivers Wireless and Broadband Milestones
Ron Westfall
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T-Mobile Q1 FY 2025: Delivers Wireless and Broadband Milestones

T-Mobile Q1 2025 Earnings Shine with Revenue Growth and Record Customer Additions
Ron Westfall at The Futurum Group analyzes T-Mobile’s Q1 FY 2025 earnings, highlighting why it delivered robust results, including revenue growth, record customer additions, and new 5GA, T-Fiber, and T-Satellite updates.
IBM's Q1 FY 2025 Results Backed by Automation and Hybrid Cloud
Nick Patience & Daniel Newman
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IBM Posts Strong Q1 FY 2025 Results, Backed by Automation and Hybrid Cloud

IBM’s Software Strength and AI Bookings Support Its Reaffirmed 2025 Guidance
Daniel Newman and Nick Patience of The Futurum Group break down IBM’s Q1 FY 2025 results, with a focus on software-led growth, expanding AI backlog, and strategic traction across hybrid cloud and automation.
Unpacking SMB AI Adoption with Dell Technologies - Six Five Media
Tiffani Bova
Tiffani Bova

Unpacking SMB AI Adoption with Dell Technologies – Six Five Media

Erik Day, Senior VP at Dell Technologies, joins Tiffani Bova to discuss the exciting AI adoption landscape for SMBs and Dell's unique offerings in this space.
Alphabet Q1 FY 2025 Results Hit $90.2B, Driven by Cloud and Ads
Keith Kirkpatrick & Daniel Newman
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Alphabet Q1 FY 2025 Revenue Hits $90.2B, Driven by Cloud and Ads

Alphabet Reports Strong Q1 FY 2025 Performance With Margin Expansion, Strong Bottom-Line Growth, and Resilient Ad Business Despite Macro Concerns
Keith Kirkpatrick and Daniel Newman at The Futurum Group analyze Alphabet's Q1 FY 2025 earnings. Key highlights include strong AI adoption, significant growth in ads and Cloud, and the continued leadership of Google’s AI-powered platforms.
ServiceNow Q1 FY 2025 Results Top Expectations as AI, Subscription Sales Grow
Keith Kirkpatrick
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ServiceNow Q1 FY 2025 Results Top Expectations as AI, Subscription Sales Grow

ServiceNow Reports Robust 22% Yoy cRPO Growth and Improved Margins Amid Macro Uncertainty in Q1 FY 2025
Keith Kirkpatrick, Research Director at The Futurum Group, unpacks ServiceNow’s Q1 FY2025 earnings beat, driven by strong AI-led subscription growth, CRM and workflow expansion, and disciplined guidance amid U.S. budget and macro headwinds.
Google Debuts Ironwood TPU to Drive Inference-Focused AI Architecture at Scale
Daniel Newman
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Google Debuts Ironwood TPU to Drive Inference-Focused AI Architecture at Scale

Seventh-Generation TPU Delivers 42.5 Exaflops and 2x Energy Efficiency Over Trillium
Daniel Newman, CEO at The Futurum Group, shares insights on Google’s Ironwood TPU launch. With 42.5 exaflops at scale and 2x Trillium’s efficiency, Ironwood is Google’s clearest inference-focused chip yet.
Lightmatter: Solving How to Interconnect Millions of Chips
Ron Westfall
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Lightmatter: Solving How to Interconnect Millions of Chips

Lightmatter Breakthrough 3D Photonic Interposer Tech Provides Highest Bandwidth and Largest Die Complexes for AI Infrastructure Chips
The Futurum Group’s Ron Westfall shares his insights on why Lightmatter can be a frontrunner in photonic supercomputing through its Passage M1000 and L200 products aimed at transforming AI infrastructure with breakthrough 3D photonic innovation.
SAP Q1 FY 2025 Results Exceed Profit Forecasts as Cloud ERP Drives Growth
Keith Kirkpatrick & Daniel Newman
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SAP Q1 FY 2025 Results Exceed Profit Forecasts as Cloud ERP Drives Growth

Sap Q1 FY 2025 Sees Continued Success in Cloud Transformation, With 27% Cloud Growth and Operating Margin up 810 BPS
Keith Kirkpatrick and Daniel Newman at The Futurum Group examine SAP’s Q1 FY 2025 earnings, highlighting strong cloud ERP growth, rising AI adoption, and resilience amid macro and tariff pressures.
Enhancing Cyber-Resilience: A Multi-Layered Approach to Data Infrastructure, Protection, and Security
Krista Case
Camberley Bates
Krista Case & Camberley Bates

Enhancing Cyber-Resilience: A Multi-Layered Approach to Data Infrastructure, Protection, and Security

In our latest market brief, Enhancing Cyber-Resilience: A Multi-Layered Approach to Data Infrastructure, Protection, and Security, The Futurum Group, in partnership with Lenovo, explores how organizations can design resilient systems that reduce downtime, safeguard critical data, and empower lean IT teams to act swiftly in crisis moments.
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