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Category: Artificial Intelligence Software and Tools

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.
Micron Introducing Breakthrough G9 NAND to Premium Smartphones
Ron Westfall
,

Micron Introducing Breakthrough G9 NAND to Premium Smartphones

The Micron G9 NAND Mobile UFS 4.1 Solution Provides the Innovation Key to Enabling Faster and More Responsive Experiences on Flagship Smartphones
The Futurum Group’s Ron Westfall shares his insights on why Micron’s G9 NAND with UFS 4.1 and UFS 3.1 drives the mobile ecosystem forward by delivering faster, more efficient, and AI-optimized storage solutions.
Can NetApp Volumes Deliver on AI and EDA Storage Demands in the Cloud?
Camberley Bates
Krista Case
Camberley Bates & Krista Case
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Can Google Cloud Deliver on AI and EDA Storage Demands with NetApp?

Expanded NetApp Volumes Capabilities Extend Enterprise-Grade AI and EDA Storage to Google Cloud with Enhanced Scalability, Cost Control, and Compliance Features
Camberley Bates and Krista Case of The Futurum Group share insights on how NetApp and Google Cloud’s storage updates enable scalable, AI-ready, and compliance-aware cloud infrastructure.
The Six Five Pod | EP 258: From Intel's Altera Sale to HPE's Elliot Shake-up: Tech's Turbulent Week
Daniel Newman

The Six Five Pod | EP 258: From Intel’s Altera Sale to HPE’s Elliot Shake-up: Tech’s Turbulent Week

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the whiplash-inducing tariff announcements affecting US-China trade, Intel's strategic move to sell a majority stake in Altera to Silver Lake, and activist investor Elliott Management's stake in HPE. The hosts engage in a lively debate on the merits of selling AI chips to China, exploring the complex interplay between national security, economic interests, and technological advancement.
Altimeter and ARK Lead $100M Round in Hammerspace to Strengthen AI Infrastructure Performance
Brad Shimmin
Brad Shimmin
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Altimeter and ARK Lead $100M Round in Hammerspace to Strengthen AI Infrastructure Performance

Brad Shimmin, VP and Practice Lead at The Futurum Group, examines why investors behind NVIDIA and Meta are backing Hammerspace to remove AI data bottlenecks and improve performance at scale.
Will Tableau’s New Enhancements Drive Use of Agentic AI Across the Enterprise
Brad Shimmin
Brad Shimmin & Keith Kirkpatrick
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Will Tableau’s New Enhancements Drive Use of Agentic AI Across the Enterprise?

Looking Beyond the Dashboard: Tableau Bets Big on AI Grounded in Semantic Data to Define Its Next Chapter
Futurum analysts Brad Shimmin and Keith Kirkpatrick cover the latest developments from Tableau Conference, focused on the new AI and data-management enhancements to the visualization platform.
Partnering For Success: Field Alignment, Earnings, and Readiness with Google Cloud- Six Five On the Road
Tiffani Bova
Tiffani Bova

Partnering For Success: Field Alignment, Earnings, and Readiness with Google Cloud- Six Five On the Road

Colleen Kapase, VP at Google Cloud, joins Tiffani Bova to share insights on enhancing partner opportunities and harnessing AI for growth.
Ericsson Goes Wireless-First for AI Enterprises
Ron Westfall
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Ericsson Goes Wireless-First for AI Enterprises

Ericsson Introduces Wireless-First Branch Architecture for Agile, Secure Connectivity to Support AI-Driven Enterprise Innovation
The Futurum Group’s Ron Westfall shares his insights on why Ericsson’s new wireless-first architecture and the E400 fulfill key emerging enterprise trends, such as 5G Advanced, IoT proliferation, and increased reliance on wireless-first implementations.
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