Category: AI

November 21, 2022

Daniel Newman

Research Note

NVIDIA Revenue Beats Estimates, Fueled by Data Center Growth

Futurum analysts Daniel Newman and Todd R. Weiss share their insights as NVIDIA revenue beats estimates, fueled by data center growth as the GPU, AI, HPC, and supercomputing continues to see its post-pandemic gaming market shrink.

AI, Metaverse, Processors

November 17, 2022

Daniel Newman

Video Research Note

Groq’s US Army Entanglement Report

The Six Five team discusses Groq's US Army Entanglement Report.

AI, Security

November 16, 2022

tweiss@futurumresearch.com

Research Note

NVIDIA H100 is Again Impressive on MLPerf AI Test Benchmarks

Futurum analyst Todd R. Weiss explains how the NVIDIA H100 is again impressive on MLPerf AI test benchmarks as the GPU, supercomputer and HPC vendor continues its dominance in the critical AI test results.

AI, Digital Transformation

November 16, 2022

tweiss@futurumresearch.com

Research Note

AMD 4th Gen Epyc CPUs Unveiled for Data Center Modernization

Futurum analyst Todd R. Weiss discusses the unveiling of AMD’s 4th gen Epyc CPUs, designed for data center modernization as AMD expands its processor portfolio with its most powerful and energy efficient Epyc chips yet.

AI, Cloud, Data Management, Digital Transformation, Hybrid Cloud, Infrastructure, and Operations, Processors, Semiconductors and Components

November 14, 2022

Ron Westfall

Research Note

Smartphone Innovation Surge Fueling Demand for Higher Capacity, Purpose-Built Internal Memory and Storage – New Futurum Research Report

In this research report, Futurum Research explores why Micron is very well-positioned to provide leading edge memory and storage solutions that are high bandwidth, low latency, and offer massive capacity to global smartphone OEMs for use in their devices and how Micron offers the depth and breadth of memory and storage solutions that are purpose-built to serve all tiers of the smartphone ecosystem, including flagship, high-end and mid-range smartphones.

5G, AI, Communications Networks, Digital Transformation, Metaverse, Storage

November 10, 2022

tweiss@futurumresearch.com

Research Report

Groq: A Single Core Design Enabling Higher Compute Performance

In our latest research brief, Groq: A Single Core Design Enabling Higher Compute Performance — done in partnership with Groq — we analyze how their technology can help enterprises and other organizations improve compute power, reduce uncertainly, and deliver vastly better performance for their most demanding workloads.

AI, High Performance Computing

November 7, 2022

Daniel Newman

Futurum Tech Webcast

AI and Automation: Key Pieces of the Customer Experience Puzzle – Futurum Tech Webcast Interview Series

On this episode of the Futurum Tech Webcast – Interview Series, Futurum principal analyst Daniel Newman sits down with Don Schuerman, CTO for Pegasystems, to discuss how AI and automation can help deliver exceptional customer experiences.

AI, Automation, Customer Experience, Digital Home

November 4, 2022

Daniel Newman

Research Note

Juniper Q3 2022 Earnings: Solid Results and Doing Well During a Challenging Stretch for Most of Tech

Futurum’s Daniel Newman and Ron Westfall assess Juniper’s financial results for the third quarter of fiscal 2022 and why they believe Juniper’s adjustments toward improving its overall supply chain picture can help the company fulfill its financial forecast and how its Cloud Metro initiative plays to portfolio strengths in cloud and cybersecurity capabilities helping to pave the way for enduring financial and competitive success.

AI, Automation, Cloud, Communications Networks, Cybersecurity, Edge Networking, Hybrid Cloud, Infrastructure, and Operations, Security

November 1, 2022

Daniel Newman

Futurum Tech Webcast

The Future of AI Accelerators

On this episode of the Futurum Tech Webcast — Interview Series, Futurum’s Daniel Newman sits down with Groq CEO, Jonathan Ross, to talk about the future of AI accelerators and how this technology can help organizations reduce uncertainty.

AI, Digital Transformation, Innovation

November 1, 2022

Daniel Newman

Research Note

Intel Q3 2022 Results: Return to Profitability Points to Progress in Turnaround

Futurum’s Daniel Newman and Ron Westfall assess Intel’s financial results for the third quarter of fiscal 2022 and why they believe the company is executing the strategy required to improve its overall financial situation, including focus on driving $3 billion in cost reductions in 2023, growing to $8 billion to $10 billion in annualized cost reductions and efficiency gains by the end of 2025, as well as making long game moves to boost prospects in key areas such as IFS and x86.