On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss their experience at Google Cloud Next, the latest earnings releases for Pure Storage, HP Inc, HPE and Salesforce, and Intel Habana 2 on Hugging Face.
Product Innovation and Alignment With Market Shift Toward Cloud-Based AI and Data Analytics Are Driving Continued Growth
Steven Dickens, VP and Practice Leader at The Futurum Group shares his analysis of Elastic’s Q1 FY 2024 earnings report, with a focus on how the company’s technology innovation and alignment with market trends are driving growth.
Duet AI Is Now Generally Available in Workspace, with Duet AI Google Cloud Enterprise Development and Data Analytics Tools in Preview
Keith Kirkpatrick, Research Director at The Futurum Group covers the GA launch of Duet AI for Workspace and the preview version Duet AI in Google Cloud, discussing the benefits of these tools for Google enterprise users.
Momentous Event Included Key Transformative Announcements Related to Partnerships, Infrastructure, AI, and Security
Steven Dickens, VP and Practice Leader at The Futurum Group highlights Google Cloud Next's key revelations. These include enhancements in Vertex AI, the introduction of TPU v5e, and A3 VMs, along with Duet AI for streamlined workflow.
A Review Of The Key Fiber Technology Advances That Are Powering 5G Ecosystem Innovations Across xHaul, Mobile Backhaul, And RAN Technologies
The Futurum Group’s Ron Westfall and Todd Weiss examine fiber’s vital role in 5G builds and innovation, including how Nokia, Ciena, and Calix fiber portfolio capabilities boost 5G deployments and capabilities.
Vechain and SingularityNET Combine Blockchain and AI Technologies to Address Sustainability
Mitch Lewis, Research Associate at The Futurum Group shares his insights on a recent collaboration between Vechain and SingularityNET that leverages blockchain and AI to tackle sustainability.
FlashBlade Sales, Subscriptions, AI, and Customer Growth All Contribute to Strong Results
Dave Raffo and Camberley Bates, analysts at The Futurum Group, share their insights on Pure Storage’s Q2 fiscal 2024 revenue success, driven by strong FlashBlade sales, AI deals, and subscriptions.
HP Earnings Point to Coming Rebound in PC Market Despite Market Headwinds
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on HP Q3 2023 earnings, which suggest a rebound for PCs in 2024 despite persistent market headwinds.
Rapidly-Evolving AI Platforms Could Be Key to Cloud Provider Market Share
Mark Beccue, Research Director at The Futurum Group, examines the announcement of Google Cloud Next, and how the updates to Google’s AI models and the introduction of Vertex AI Extensions are likely to impact the rapidly-evolving AI market, including Google Cloud’s competitive positioning.
It Was a Solid Quarter for HPE, With Continuing Growth in Its Intelligent Edge Market
Daniel Newman and Todd R. Weiss, analysts at The Futurum Group, share their insights as HPE revenue hits $7 billion in Q3 2023, beating analyst estimates. Overall, it was a solid quarter for HPE with continuing growth in its intelligent edge market.
