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Category: AI

Upcoming IFS “Direct Connect” Event Preview
Daniel Newman

Upcoming IFS “Direct Connect” Event Preview

The Six Five team discusses the upcoming IFS “Direct Connect” event preview.
NVIDIA Getting into DC AI ASIC Market?
Daniel Newman

NVIDIA Getting into DC AI ASIC Market?

The Six Five team discusses NVIDIA getting into DC AI ASIC market.
We are Live! Talking Cloudera, NVIDIA, IFS, Plus, Cisco, Lattice
Daniel Newman

We are Live! Talking Cloudera, NVIDIA, IFS, Plus, Cisco, Lattice

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss NVIDIA getting into the DC AI ASIC market, preview of IFS’s "Direct Connect" event, Plus AI Open Auto Platform, Cisco and Lattice earnings, and Cloudera Elevate 25 SKO event.
Google Gemini Advanced: Google’s Counter to Copilot? | The AI Moment – Episode 15
Mark Beccue

Google Gemini Advanced: Google’s Counter to Copilot? | The AI Moment – Episode 15

Mark Beccue, Research Director, AI at The Futurum Group discusses an emerging trend – Google Gemini Advanced as a counter to Microsoft Copilot.
Salesforce’s Slack AI Becomes the Latest Generative AI Assistant
Mark Beccue & Keith Kirkpatrick

Salesforce’s Slack AI Becomes the Latest Generative AI Assistant

Microsoft Copilot, Google Gemini Advanced, and Now Slack AI Accelerate Generative AI Use Across a Wide Audience
Mark Beccue and Keith Kirkpatrick, Research Directors at The Futurum Group, discuss Salesforce’s Slack AI becoming the latest generative AI assistant.
Cisco and Microsoft Partner for Cloud and AI Collaboration
Paul Nashawaty
Paul Nashawaty

Cisco and Microsoft Partner for Cloud and AI Collaboration

Empowering Cloud and AI Services through Cisco-Microsoft Collaboration
Paul Nashawaty from The Futurum Group discusses the successful transmission of 800G over the Amitié cable, achieved through the collaboration of Cisco and Microsoft, heralding a new era of high-speed, reliable network connectivity.
Informatica's Fiscal 2023 Performance
Steven Dickens

Informatica’s Fiscal 2023 Performance

A Beacon of Strategic Success and Market Leadership
The Futurum Group’s Steven Dickens reviews Informatica’s Q4 and FY 2023 earnings results, which not only shattered growth and profitability forecasts but also solidified its standing as a leader in cloud-based data management.
Conductor Enterprise Simplifying Dapr Management on Kubernetes
Paul Nashawaty
Paul Nashawaty

Conductor Enterprise Simplifying Dapr Management on Kubernetes

Diagrid Unlocking Seamless Deployment and Monitoring for Cloud-Native Applications
Paul Nashawaty from The Futurum Group discusses how the introduction of Conductor revolutionizes Dapr management, offering enterprise-level support through a self-service trial, optimizing operations, and enhancing security.
CEO Insights and Generative AI Adoption Costs for Developers
Paul Nashawaty
Paul Nashawaty

CEO Insights and Generative AI Adoption Costs for Developers

Understanding Budget Implications and Integration Challenges
Paul Nashawaty from The Futurum Group discusses how CEOs must pay attention to the generative AI impacts on developers. They must integrate the multifaceted costs into their strategic vision.
GlobalFoundries Q4 and FY 2023: Automotive Shines Brightly
Ron Westfall & Daniel Newman

GlobalFoundries Q4 and FY 2023: Automotive Shines Brightly

GlobalFoundries Q4 and FY 2023 Earnings Spotlight Robust Performance in Automotive Amid Demand Softness and Inventory Adjustments in Other End Markets
The Futurum Group’s Ron Westfall and Daniel Newman assess why they believe GlobalFoundries’ Q4 and FY 2023 results showed GF’s partnership diversification played a key role in the automotive end market’s breakthrough FY 2023 performance.
Cisco Q2 2024: Security, Collaboration, and Observability Shine
Ron Westfall & Daniel Newman

Cisco Q2 2024: Security, Collaboration, and Observability Shine

Cisco Q2 Results Reflect Ongoing Macro Caution and Uncertainties with Revenue Growth in Security, Collaboration, and Observability Bright Spots
The Futurum Group’s Ron Westfall and Daniel Newman examine Cisco’s Q2 FY 2024 results and why the improving subscription-based revenue trend provides a positive framework to successfully address concerns that resulted in the dial back of guidance.
Lattice Semiconductor Q4 and FY 2023 Earnings
Daniel Newman

Lattice Semiconductor Q4 and FY 2023 Earnings

Lattice Finished the Year Strong with Record Revenue
The Futurum Group’s Daniel Newman shares his insights on the Lattice Q4 and FY 2023 earnings report and takes a look at the future outlook for Lattice and the semiconductor industry in 2024.
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