Category: AI

April 14, 2025

Camberley Bates, Dion Hinchcliffe & Keith Townsend

Infrastructure Matters

Cloud Repatriation, AI Challenges and the Future of Enterprise Tech – Six Five Webcast – Infrastructure Matters

Camberley Bates, Keith Townsend, and Dion Hinchcliffe delve into cloud repatriation, AI challenges, and the evolving dynamics of enterprise technology, offering valuable insights on the future of the sector.

AI, Business Information, Cloud, Data Management, Semiconductors and Components

April 14, 2025

Daniel Newman

Six Five Webcast

The Six Five Pod | EP 257: Google Cloud Next, Tariff Tango, and the Market Whipsaw

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Google Cloud's infrastructure advancements, IBM's new mainframe capabilities, and the potential impact of tariffs on tech companies, particularly Apple. The hosts debate the effectiveness of Trump's trade policies and explore how various tech sectors might fare amid economic uncertainty.

AI, Business Information, Emerging Technologies, PCs and Devices, Semiconductors and Components

April 11, 2025

Olivier Blanchard

Research Note

How Intel’s 13-TOPS NPU Might Find Purpose in a World of Copilot+ PCs

Intel’s AI Gaming Push Shows Gains but Lacks the Firepower of Rival NPUs

Olivier Blanchard, Research Director at The Futurum Group, shares his insights on Intel’s AI-driven gaming features in the Core Ultra 200HX processors, spotlighting real-world performance gains and the limitations of its 13 TOPS NPU.

Advanced Computing, AI, AI and Data Analytics, Processors

April 10, 2025

Brad Shimmin

Research Note

At Google Cloud Next, Google Brings Its Databases to Bear on Agentic AI Opportunity

New User Agents and Deeper GenAI Tool Integration With AlloyDB, BigQuery, et al. Promise To Streamline Data-Driven Agentic Workflows

Brad Shimmin, Principal Analyst at The Futurum Group, shares insights on how Google Cloud integrates databases like AlloyDB & BigQuery with GenAI tools to empower data-driven agentic AI workflows unveiled at Google Cloud Next.

Agentic AI, AI, AI and Data Analytics, Cloud, Machine Learning

April 10, 2025

Ron Westfall

Research Note

OFC 2025: Marvell Interconnecting the AI Era

Marvell Showcases Higher Performance, Customization, and Flexibility for Rack, Row, and Cloud-scale AI Networks at OFC 2025

Ron Westfall, Research Director at The Futurum Group, shares insights on why Marvell is making significant strides in advancing its interconnect portfolio to support scale-up and scale-out fabrics, particularly for AI-driven and cloud-based infrastructure.

Advanced Computing, AI, AI and Data Analytics, Data Center, IT Infrastructure

April 10, 2025

Olivier Blanchard

Research Note

AMD Brings Ryzen AI Max Processors to Desktops: A Shift in Mainstream PC Design?

AMD Expands Its AI-Focused Processor Line Beyond Laptops, Promising Strong Gaming and AI Capabilities Without Discrete GPUs

Olivier Blanchard, Research Director at The Futurum Group, examines AMD’s Ryzen AI Max+ 395 entering desktop PCs, delivering strong AI and gaming performance that could reshape the role of discrete GPUs in the mainstream segment.

Advanced Computing, AI, Devices, Edge Networking, PCs and Devices

April 10, 2025

Olivier Blanchard

Research Note

Can Intel’s Panther Lake and 18A Process Reset the Chipmaker’s Competitive Position?

Intel Eyes Late 2025 Launch for First 18A-Based CPUs as New CEO Focuses on Execution and Engineering-Led Turnaround

Olivier Blanchard, Research Director at The Futurum Group, shares insights on Intel’s Panther Lake CPU and 18A risk production – key milestones that will test Intel’s turnaround efforts under new CEO Lip-Bu Tan.

Advanced Computing, AI, Devices, Processors, Semiconductors and Components

April 10, 2025

Olivier Blanchard

Research Note

Can Lip-Bu Tan’s Engineering-First Vision Get Intel Back on Track?

Intel’s New CEO Charts AI, Foundry, and Product-Led Recovery Plan; Market Cautiously Awaits Execution

Olivier Blanchard, Research Director at The Futurum Group, shares insights on Intel CEO Lip-Bu Tan’s plan to reset Intel’s culture, focus on AI and custom silicon, and restore credibility through engineering-led execution and foundry transformation.

AI, AI and Data Analytics, Devices, Processors, Semiconductors and Components

April 9, 2025

Fernando Montenegro

Research Note

RSA Conference Innovation Sandbox Announces 2025 Finalists

Top 10 Finalists for RSAC 2025 Spotlight AI Security, Data Protection, and Attack Surface Management

Fernando Montenegro, VP and Practice Lead, Cybersecurity at The Futurum Group, shares insights on the 2025 RSAC Innovation Sandbox finalists. AI security, data protection, and attack surface management dominate this year’s themes amid rising enterprise demand.

AI, Cybersecurity, Data Protection, Emerging Technologies

April 9, 2025

Olivier Blanchard

Research Note

Can MediaTek’s Kompanio Ultra Set the Standard for AI-Driven Chromebooks?

MediaTek Targets AI Performance, Power Efficiency, and Chromebook Growth with Kompanio Ultra Launch

Olivier Blanchard, Research Director at The Futurum Group, examines MediaTek’s Kompanio Ultra processor and its implications for on-device AI, Chromebook performance, and the company’s expansion beyond smartphones.

Advanced Computing, AI, Devices, Processors, Semiconductors and Components

April 9, 2025

Keith Kirkpatrick & Donald Jin

Research Report

Unlocking the Total Economic Value of Smartsheet

In our latest report, Unlocking the Total Economic Value of Smartsheet, completed in partnership with Smartsheet, The Futurum Group quantifies the platform’s financial and operational impact, revealing how Smartsheet helps organizations accelerate decision-making, streamline workflows, and realize a 601% ROI in just three years.