Category: AI

The Six Five team discusses Huawei To Introduce A Chip In Chinese Market To Compete With NVIDIA?
The Six Five team discusses DOJ Considers Breaking Up Google
The Six Five team discusses AMD Acquires ZT Systems for AI Rack Design Capabilities
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss AMD’s acquisition of ZT Systems, the DOJ consideration of breaking up Google, Cisco Q4FY24 Earnings, Lenovo Q1FY24/25 Earnings, HPE’s intent to acquire Morpheus Data, Huawei’s Chinese Market chip to compete with NVIDIA, and Coherent Q4FY24 Earnings.
Annual Survey of Digital Adoption Professionals Highlights a Variety of AI-Powered Applications
The Futurum Group’s Keith Kirkpatrick highlights the results of WalkMe’s annual DAP Professional Survey, emphasizing the growing influence of DAPs in optimizing digital transformation and AI deployment.
Lenovo’s Infrastructure Solutions Group Posts Record Revenues as Demand for AI Continues to Grow
Olivier Blanchard, Research Director with The Futurum Group, digs into Lenovo’s latest quarterly earnings report and explains why the company’s device-to-cloud approach to the larger hybrid AI opportunity is already yielding impressive YoY growth at scale across its three main business segments.
Google’s Pixel 9 Launch Drops Hints About How Google Intends to Use its Hybrid AI Strategy to Disrupt Apple’s Market Share in Mobile
The Futurum Group's Research Director Olivier Blanchard takes a look at the new Google Pixel 9 lineup and how Google intends to use its hybrid AI mobile solutions to disrupt Apple's mobile market share.
Google’s Pixel 9 Launch Provides the Clearest Indication Yet of How Google Intends to Monetize Premium AI Experiences in Mobile
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on how the Pixel 9 launch clarifies Google’s expanding AI monetization strategy.
Paul Nashawaty, Practice Lead, and Sam Holschuh, Analyst, at The Futurum Group share their insight on Twilio's Second Annual SIGNAL event.
Paul Nashawaty of The Futurum Group examines the recent announcement of HPE acquisition of Morpheus Data
Cisco Q4 and FY 2024 Results Included Robust FY 2024 Gross Margins and Greater Q4 Portfolio Focus on AI, Security, and Cloud to Pave 2025 Return to Growth
The Futurum Group’s Ron Westfall and Daniel Newman examine Cisco’s Q4 2024 and FY 2024 results and why Cisco’s portfolio consolidations focused its AI, security, and cloud capabilities pave the way to better capitalize on the AI megatrend and organization-wide security and cloud implementations.
Arrcus Gains $30 Million Investment with NVIDIA Chipping In, T-Mobile Seeks Reduction in 5G Laptop and FWA Barriers, and Ericsson Sees Differentiated 5G Ahead
In this episode of The 5G Factor, The Futurum Group’s Ron Westfall and Tom Hollingsworth examine new moves made by Arrcus, NVIDIA, T-Mobile, and Ericsson to advance 5G readiness.

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