Category: Business Information

June 12, 2024

Daniel Newman

Video Research Note

Senior Leadership Change at Lenovo

The Six Five team discusses senior leadership change at Lenovo.

Business Information

June 12, 2024

Daniel Newman

Video Research Note

US Investigates NVIDIA, Microsoft, OpenAI

The Six Five team discusses US investigates NVIDIA, Microsoft, and OpenAI.

Business Information, Regulations and Policy

June 12, 2024

Daniel Newman

Video Research Note

Talking Computex, SAP, Cisco, NVIDIA & Microsoft & OpenAI, Lenovo, Lattice Semi

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Computex 2024, Cisco Live 2024, SAP Sapphire Orlando 2024, US investigates NVIDIA, Microsoft, and OpenAI, CEO change at Lattice Semi, and senior leadership change at Lenovo.

AI, Business Information, Devices, Digital Transformation, Emerging Technologies, Regulations and Policy

June 10, 2024

Steven Dickens

Research Note

PayPal Brings PYUSD to Solana, Enhancing Transaction Speed and Cost

Steven Dickens, VP and Practice Leader, shares that PayPal's integration of PYUSD with the Solana blockchain is a significant advancement in digital commerce, leveraging Solana's superior speed and cost efficiency. He emphasized that this development underscores the growing importance of stablecoins in modern finance and the need for robust regulatory frameworks to ensure their safe and effective use.

Blockchain, Business Information, Emerging Technologies

June 7, 2024

Steven Dickens

Research Note

Elon Musk’s xAI: $6 Billion Funding Boost in the AI Arms Race Against ChatGPT

Steven Dickens, VP and Practice Leader at The Futurum Group explores how Elon Musk’s recent $6 billion funding round for xAI marks a significant milestone in the rapidly evolving AI landscape. With xAI's ambitious plans and Tesla's vast data collection capabilities, this move positions Musk to potentially redefine the future of AI development.

AI, Business Information

June 7, 2024

Keith Townsend

Research Note

Smartsheet Q1 FY2025: Significant Revenue Increase and Efficiency Gains Despite Net Loss

The Futurum Group’s Global Advisor, Keith Townsend, covers Smartsheet's Q1 FY25 results, illustrating the company's strong momentum and successful execution of its growth strategies. The strong revenue growth, particularly in subscription services, and the significant improvement in profitability metrics reflect the company's effective management and operational efficiency.

Business Information, Enterprise Applications

June 5, 2024

Steven Dickens

Research Note

North Africa’s Cloud Revolution Led by Oracle

Steven Dickens, VP and Practice Leader, highlights the strategic importance of Oracle's move into Morocco, noting how this expansion will catalyze the digital transformation and AI deployment across North Africa. He emphasizes that this development positions Oracle as a key player in shaping the region's technological landscape.

Business Information, Digital Transformation, Hybrid Cloud, Infrastructure, and Operations, Innovation

June 4, 2024

Steven Dickens

Research Note

Analyzing MongoDB’s Q1 FY 2025 Success: The Impact of AI on Earnings

Steven Dickens, VP and Practice Leader, comments on the strategic positioning of MongoDB in the AI-driven market landscape. He highlights the company's adept adaptation to evolving data management trends and its pivotal role in enabling enterprises to leverage AI for competitive advantage.

AI, Business Information, Data Management, Hybrid Cloud, Infrastructure, and Operations

Category: Business Information

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