Category: AI

September 13, 2024

Steven Dickens

Research Note

Are Enterprises Ignoring Mainframe Skills in Their Modernization Push?

Tackling Mainframe Skills: Upskilling, Reskilling, and External Expertise Solutions for Modernization

Steven Dickens, Chief Technology Advisor at The Futurum Group, shares insights on how Mainframe modernization is accelerating with AI and hybrid IT, but skills gaps remain, with the majority of organizations relying on external providers.

AI, Cloud, Mainframe

September 13, 2024

Dion Hinchcliffe

Research Note

NVIDIA and the Enterprise Tech Landscape: Navigating Growth, Challenges, and the Future of AI—A Recap from The CIO Pulse Report #4

Dion Hinchcliffe, VP of CIO Practice at The Futurum Group, shares insights into NVIDIA’s Q2 2024 earnings, challenges with its Blackwell chip, rising cloud costs, and the evolving AI skills gap.

AI, Cloud, Data Center

September 12, 2024

Daniel Newman & Six Five Media

Research Note

Synopsys, NVIDIA, and Broadcom: Key Players in the AI Chip Revolution—A Recap from The Six Five Podcast Episode 229

Synopsys’ Q3 earnings, NVIDIA’s AI dominance, Broadcom’s OpenAI wins, the future of AI hardware, and Microsoft’s upcoming Windows Recall launch. In the latest Six Five webcast, Patrick Moorhead and Daniel Newman discuss their innovations and market challenges.

AI, Data Center, Semiconductors and Components

September 12, 2024

Keith Kirkpatrick

Enterprising Insights

Enterprising Insights: Episode 36 – Enterprise Application Pricing Shifts

In this episode of Enterprising Insights, Futurum Group Research Director Keith Kirkpatrick discusses the shifting pricing models used by SaaS vendors, in response to the growing use of automation and genAI, and the decline in seat license revenue.

AI, Enterprise Applications

September 11, 2024

Keith Kirkpatrick

Research Note

Adobe Reinforces Messaging to Content Creators Around GenAI, IP

Dedicated Sources of Truth and a Direct Email Address Demonstrate Adobe’s Renewed Commitment to a Core User Base

Keith Kirkpatrick, Research Director with The Futurum Group, discusses Adobe’s message reinforcement around genAI and creator IP rights, and provides his views on why this is an important and necessary step for the company.

AI, Enterprise Applications

September 11, 2024

Keith Kirkpatrick

Research Note

NetSuite Announces Significant New Product Innovations

Capabilities Enable Help Reduce Friction and Deliver Faster Insights

Keith Kirkpatrick, Research Director with The Futurum Group, shares his insights on NetSuite’s new product features and enhancements made at SuiteWorld, and discusses why these updates are critical for the vendor.

AI, Enterprise Applications, Innovation

September 11, 2024

Ron Westfall

Futurum Intelligence, Research Note

5G FWA Takes Mobile Ecosystem Spotlight in August 2024

The Futurum Group’s Ron Westfall assesses why the advances reported in August 2024 demonstrate 5G FWA has become integral to mobile service provider strategic business objectives.

AI, Cloud, Digital Transformation

September 10, 2024

Olivier Blanchard

Futurum Intelligence, Research Note

Does Intel Entering the Copilot+ PC Ecosystem Late Really Matter?

Intel’s New Lunar Lake Core Ultra Processors for AI PCs Will Compete Against Qualcomm’s Snapdragon X and AMD’s Ryzen AI Processors, But Has Intel Fallen Behind?

Olivier Blanchard, Research Director at The Futurum Group shares his insights on whether or not Intel Lunar Lake Core Ultra processors entering the Windows 11 Copilot+ AI PC market a few months behind Qualcomm’s and AMD’s will cost the semiconductor giant some market share as the PC refresh supercycle begins to heat up.

AI, Computing, Devices, Operating Systems, PCs and Devices

September 10, 2024

Steven Dickens

Research Note

Broadcom Q3 2024: AI Revenue, VMware Merger, and Mainframe Division Overview

Broadcom’s AI Revenue Growth, VMware Integration, and Steady Contributions from the Mainframe Software Division Drive Strong Financial Performance in Q3 2024

Steven Dickens, Chief Technology Advisor at The Futurum Group, shares insights on Broadcom’s Q3 2024 earnings, focusing on AI revenue growth, the impact of the VMware integration on profitability, and the contributions of the Mainframe Software Division.

AI, Cloud, Semiconductors and Components

September 10, 2024

Steven Dickens & Keith Kirkpatrick

Research Note

Oracle Q1 FY2025 Results: OCI and AI Drive Growth in Industry-Specific Solutions

Oracle’s Cloud Infrastructure and AI Advancements Drive Robust Revenue Growth Bolstered by Crucial Industry Verticals Such as Healthcare, Financial Services, and Retail

Steven Dickens, Chief Technology Advisor, and Keith Kirkpatrick, Research Director at The Futurum Group, share insights on Oracle’s Q1 FY2025 earnings, showcasing the rapid growth of Oracle Cloud Infrastructure (OCI) and AI’s impact on cloud revenue.