Category: Business Information

Adults in The Generative AI Rumpus Room: Arthur, YouTube, and AI2

Highlighting Industry Players Approaching Generative AI in the Right Way

Mark Beccue, Research Director AI at The Futurum Group, highlights organizations approaching generative AI in the right way. Adults in the Generative AI Rumpus Room for the week of August 25 features Arthur, YouTube and AI2.

AI, AI and Data Analytics, Business Information, Machine Learning, Regulations and Policy

August 28, 2023

Clint Wheelock

Disney Forms AI Task Force to Reduce TV and Film Production Costs

In-House and Partner AI Development Program Demonstrates Disney’s Continuing Embrace of Emerging Technologies to Drive Innovation in Media and Entertainment

Clint Wheelock, Chief Research Officer at The Futurum Group, examines Disney's latest venture into artificial intelligence with the formation of the Disney AI task force as the company looks to reduce TV and film production costs.

AI, AI and Data Analytics, Business Information, Data Analytics

August 25, 2023

Ron Westfall and Daniel Newman

Marvell Q2 Fiscal 2024: AI and Cloud Are Top Growth Drivers

Marvell Quarterly Results Are Buoyed By AI/Cloud Infrastructure Growth Drivers and Portfolio Innovation, Setting Foundation for Improved Outlook

The Futurum Group’s Ron Westfall and Daniel Newman assess why Marvell Q2 Fiscal 2024 results show that its portfolio is solidly aligned with the topmost priorities across the AI and cloud spheres as demand for AI-related chips, such as custom ASICs, ramps up.

AI, Business Information, Cloud, Digital Transformation, Hybrid Cloud, Infrastructure, and Operations, Machine Learning

August 22, 2023

What Does Amazon Device’s Dave Limp Exit Mean?

The Six Five Team discusses the exit of Amazon’s senior vice president of devices and services, David Limp.

Business Information, Devices

August 22, 2023

Synopsys Q3 2023 Earnings and New CEO

The Six Five Team discusses the latest earnings release from Synopsys and the news that Sassine Ghazi will succeed Aart de Geus as CEO, effective January 1, 2024.

AI, AI and Data Analytics, Business Information

August 22, 2023

Lenovo Q1 2024 Earnings

The Six Five team discusses Lenovo's Q1 2024 earnings.

Business Information, Devices, PCs and Devices

August 22, 2023

Cisco Q4 2023 Earnings

The Six Five team discusses Cisco Q4 2023 earnings.

Business Information, Hybrid Cloud, Infrastructure, and Operations

August 21, 2023

Six Five Webcast

We are live! Talking Cisco, Lenovo, Intel, Tower, Synopsys, Groq, Samsung, TSMC, IFS, and Amazon Devices – The Six Five Webcast

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss the latest earnings releases for Cisco and Lenovo, the termination of the Intel-Tower acquisition, Groq and Samsung, and SVP Dave Limp’s exit from Amazon Devices.

AI, AI and Data Analytics, Business Information, Devices, Semiconductors and Components, Sustainability, Markets, and Policy

August 18, 2023

Daniel Newman and Olivier Blanchard

Lenovo Q1FY24: Service-Led Solutions and AI Are Primary Growth Vectors

Lenovo Q1FY24 earnings point to rebound in devices, and confirms SSG and AI as primary growth vectors

Daniel Newman and Olivier Blanchard of The Futurum Group share their insights on Lenovo’s Q1FY24 earnings, which highlight the strength of the group’s AI and services businesses and a possible return to normal for PCs and handsets in 2024

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

August 17, 2023

Craig Durr