Category: AI

December 4, 2023

Daniel Newman

Six Five Webcast

Talking AWS, VMware & Broadcom, Apple, Synopsys, Salesforce, Pure Storage, Zoom, NVIDIA, HP, Open AI

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss AWS re:Invent 2023, Broadcom and VMware, Apple, the OpenAI debacle, and the latest earnings from Salesforce, Synopsys, Pure Storage, HPE, Zoom, NVIDIA, HP, and Dell.

AI, Business Information, Cloud, Enterprise Applications, Hybrid Cloud, Infrastructure, and Operations, Machine Learning, PCs and Devices, Semiconductors and Components, Storage

December 4, 2023

Steven Dickens & Dave Raffo

Research Note

AWS and Kyndryl Partner to Build an AI Innovation Factory

Tech Giants Sign Multiyear Agreement to Boost Customer Adoption

The Futurum Group’s Steven Dickens and Dave Raffo look at the collaboration between AWS and Kyndryl that will produce an Innovation Factory to boost AI/ML customer adoption by modernizing systems in the AWS cloud.

AI, Business Information, Cloud, Collaboration, Data Infrastructure, Hybrid Cloud, Infrastructure, and Operations

December 4, 2023

Steven Dickens

Futurum Tech Webcast

The Futurum Group with Qlik at AWS re:Invent 2023 – Futurum Tech Webcast

The Futurum Group’s Steven Dickens is joined by Qlik’s Brendan Grady for a conversation on how Qlik’s partnership with AWS provides customers with end-to-end data integration and analytics solutions for AWS and empowers users at any skill level to modernize with AI.

AI, AI and Data Analytics, Collaboration, Data Management

December 4, 2023

Mitch Lewis

Research Note

HPE Enhances GreenLake for File Storage for AI Workloads

HPE GreenLake for File Storage Receives Capacity and Performance Enhancements to Focus on AI Workloads

Mitch Lewis, Research Analyst at The Futurum Group, shares his insights on HPE’s latest enhancement to GreenLake for File Storage.

AI, Cloud, High Performance Computing, Storage

December 4, 2023

Ron Westfall

Research Note

Broadcom Unleashes New Trident 5-X12 Chip Fueled by NetGNT Engine

Broadcom’s New Trident 5-X12 Doubles Bandwidth, Reduces Power by 25%, and Adds Neural Network Aimed at Improving Telemetry, Traffic Engineering, and Security

The Futurum Group’s Ron Westfall assesses why Broadcom’s new Trident 5-X12 chip, augmented by NetGNT innovation, fulfills growing customer demand for flexible chip portfolios, customizable per application, reducing ToR congestion for AI/ML workloads.

AI, Cloud, Communications Networks, Digital Transformation, Hybrid Cloud, Infrastructure, and Operations

December 4, 2023

Daniel Newman & Keith Kirkpatrick

Research Note

Salesforce Q3 FY 2024 Revenue Hits $8.72B, Up 11% Year-over-Year

Quarterly Performance Up 11% YoY, Driven by Large Deals, Data Cloud Growth

Daniel Newman, CEO and Chief Analyst at The Futurum Group, and Keith Kirkpatrick, Research Director at The Futurum Group, cover Salesforce’s Q3 2024 earnings, and discuss the factors contributing to the company’s strong quarterly performance.

AI, Business Information, Enterprise Applications

December 4, 2023

Olivier Blanchard

Research Note

Dell Q3 FY24 Earnings Show Strength in AI Demand But Sluggish Recovery

Dell Q3 2024 Earnings Feel Like Two Steps Forward, One Step Back But Points to Generative AI Momentum

Olivier Blanchard, Research Director at The Futurum Group, shares his insights on Dell Q3 2024 earnings, which, despite reflecting a sluggish and inconsistent recovery, highlight the importance of generative AI to the company’s growth.

AI, Business Information, Collaboration Devices and Services, Data Center, Data Infrastructure, Devices, Digital Transformation, High Performance Computing, PCs and Devices, Storage

December 4, 2023

Steven Dickens

Futurum Tech Webcast

Ripple’s CBDC Innovate 2023: AnChain.AI’s Impact on Digital Asset Security and Compliance – Futurum Tech Webcast

The Futurum Group’s Steven Dickens is joined by Francesco Piccoli, Senior Director at AnChain, discusses the company's role in enhancing blockchain security and compliance, particularly focusing on anti-money laundering (AML) practices.

AI, Blockchain, Emerging Technologies, Security

December 4, 2023

Daniel Newman & tweiss@futurumresearch.com

Research Note

HPE Revenue Hits $29 Billion for Full Fiscal Year 2023, Up 2% YoY

HPE Revenue for Q4 of Fiscal Year 2023 Came In at $7.4 Billion, Down 7% from $7.9 Billion YoY

The Futurum Group’s Daniel Newman and Todd R. Weiss share their insights as HPE revenue hits $29 billion for full fiscal year 2023, up 2% YoY as the edge-to-cloud technology vendor reported its latest earnings on November 28.

AI, Business Information, Cloud, Hybrid Cloud, Infrastructure, and Operations

December 4, 2023

Daniel Newman & Ron Westfall

Research Note

Marvell Q3 Fiscal 2024: Datacenter Business Shines

Marvell Q3 Fiscal 2024 Results Are Lifted by AI/Cloud Infrastructure Growth Drivers and Portfolio Diversification, Setting the Foundation for Guidance Fulfillment

The Futurum Group’s Daniel Newman and Ron Westfall assess why Marvell Q3 fiscal 2024 results show its portfolio is in fundamental accord with the topmost data infrastructure priorities.

AI, Business Information, Cloud, Communications Networks, Digital Transformation, Hybrid Cloud, Infrastructure, and Operations, Machine Learning

December 1, 2023

Daniel Newman

Six Five Webcast

Event-Driven App Architectures with Emily Shea and Nick Smit – The Six Five On the Road at AWS re:Invent

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Emily Shea and Nick Smit at AWS to discuss Event-Driven Architecture and the role of application integration in modernization.