AI-Driven Server Growth Lifts HPE’s Revenue, but Profit Margins Disappoint
Ron Westfall and Daniel Newman at The Futurum Group analyze HPE’s Q1 FY 2025 earnings, highlighting AI-driven server growth, GreenLake expansion, margin pressures, weak guidance, cost cuts, and Juniper deal uncertainty.
Anthony Anter and Mark Schettenhelm from BMC Software join Mitchell Ashley to share insights on optimizing mainframe application development for enhanced efficiency.
Hosts Camberley Bates, Keith Townsend, and Dion Hinchcliffe discuss the latest AI model releases, ChatGPT 4.5 and Google's Gemini, along with market insights and more.
Jeff Amann, EVP & GM at Salesforce, alongside analysts Daniel Newman and Patrick Moorhead, dives into how Salesforce Communications Cloud and Agentforce are revolutionizing customer engagement in telecom.
Krista Satterthwaite and Karin Eibschitz Segal join Patrick Moorhead to share insights on HPE's and Intel's collaboration in evolving compute platforms that are not just performant but future-ready.
As Secure Access Service Edge (SASE) Vendors Look To Differentiate, We See a Rise in More Specialized Deployments. Along These Lines, Palo Alto Networks Introduces Prisma SASE 5G, Leveraging Now Ubiquitous AI-Enabled and Zero Trust Concepts Alongside SIM-Based Authentication to Potentially Secure Enterprise 5G Connectivity
Fernando Montenegro, VP and Practice Lead, Cybersecurity at The Futurum Group, examines how Palo Alto Networks' Prisma SASE 5G enhances enterprise 5G security with AI-driven Zero Trust and SIM-based authentication.
Agentic AI Has Become the Latest Must-Have Technology, and May Become the Flagship Offering at Large Technology Companies
Keith Kirkpatrick and Dion Hinchcliffe at The Futurum Group share insights into AWS’s announcement around the formation of an agentic AI group, and discuss potential product offerings for the cloud giant in the enterprise space.
Michelle Johnston Holthaus, Interim co-CEO and CEO of Intel Products, joins Patrick Moorhead to share Intel's strategic focus on AI and infrastructure modernization discussed at MWC Barcelona.
AMD Unveils Radeon RX 9000 Series Graphics Cards, Bringing AI Acceleration and Next-Gen Raytracing to Enthusiast Gamers
Olivier Blanchard, Research Director with The Futurum Group, analyzes AMD’s Radeon RX 9000 Series launch, highlighting RDNA 4 advancements, AI acceleration, enhanced raytracing, and FSR 4 upscaling.
