Olivier Blanchard, Research Director with The Futurum Group, shares his insights into Dell’s Q1 2025 earnings, and sheds some light into how Dell’s complete end-to-end AI ecosystem play, from data center to edge to PC, is absolutely the right approach to the transition to AI.
Steven Dickens, VP and Practice Leader, highlights the significant role Elastic plays in driving innovation within the search AI space, particularly as businesses increasingly seek out robust, AI-enhanced tools for data observability and security. He points out that Elastic’s strategic alignment with emerging technology trends positions it well to leverage the growing demand for advanced search functionalities integrated with AI capabilities.
Strong Performance in Q2 2024 Reflects the Company’s Robust Business Model and Continued Demand for Its Critical Technology Solutions
The Futurum Group’s Steven Dickens highlights Synopsys’ strong Q2 2024 performance with the evolution of AI and the need for sophisticated silicon technology placing the company at the forefront of a rapidly expanding market.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Dell Tech World 2024, Microsoft Build 2024, IBM Think 2024, earnings for NVIDIA, Synopsys, and Lenovo, and a special guest- Dan Ives, Wedbush MD.
