Category: Business Information

July 16, 2024

Daniel Newman

Video Research Note

Apple & Microsoft Leave OpenAI Board

The Six Five team discusses Apple & Microsoft leave OpenAI board.

AI, Business Information

July 15, 2024

Daniel Newman

Six Five Webcast

AWS, Apple & Microsoft, Samsung, AI, AMD & Silo, Oracle & Palantir

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss AWS Summit New York 2024, Samsung Galaxy Unpacked July 2024, Apple & Microsoft leave OpenAI board, AMD acquires Silo, Sequoia/A16Z/Goldman rain on the AI parade, and Oracle & Palantir Foundry & AI Platform.

AI, Business Information, Devices, Digital Transformation, Mergers and Acquisitions

July 11, 2024

Alastair Cooke

Research Note

Juniper 800GB Ethernet for AI Training

Reference Architectures, Customer Innovation Labs, and Industry-Standard Ethernet Enable Cost-Effective Ethernet for AI Training

Alastair Cooke, CTO Advisor at The Futurum Group, shares insights from the Juniper Networks presentation at Cloud Field Day 20 on 800GB Ethernet for AI training and the Juniper AI Innovation Lab.

AI, Business Information, Data Center

July 10, 2024

Dr. Bob Sutor

Research Note

Quantum in Context: Quantum Companies Rotate in New Leaders

Quantum Computing Companies are Not Immune from Leadership Changes at the Top

Dr. Bob Sutor of The Futurum Group notes the quantum computing companies that have recently replaced their CEOs. He examines why organizations make such changes, including several specific to the quantum industry.

Advanced Computing, Business Information, High Performance Computing, Quantum Computing

July 8, 2024

Camberley Bates

Analyst Insight

NetApp, Perspectives on Intelligent Data Infrastructure and Strategic Direction

Camberley Bates at The Futurum Group reflects on NetApp’s Intelligent Data Infrastructure across hybrid and multi-cloud environments, enhancing operational consistency and resilience.

AI, Business Information, Cybersecurity, Data Infrastructure

July 5, 2024

Steven Dickens

Research Note

GlobalFoundries and BAE Systems Partnership: Strengthening the Semiconductor Supply Chain

Steven Dickens, Chief Technology Advisor at The Futurum Group, shares insights on the strategic partnership between GlobalFoundries and BAE Systems, emphasizing its impact on national security and the semiconductor supply chain.

Business Information, Regulations and Policy, Semiconductors and Components, Sustainability, Markets, and Policy

July 5, 2024

Keith Townsend & Steven Dickens

Research Note

Broadcom Further Streamlines VMware, Omnissa is Born

Keith Townsend and Steven Dickens from the Futurum Group view the transformation of Broadcom's End-User Computing Division into a standalone business as a pivotal moment for the digital workspace market. They believe this move will drive innovation and enhance the delivery of cutting-edge solutions independently.