Ty Schmitt and Dr. Jeremy Kepner join David Nicholson to share their insights on the AI energy challenge, exploring the balance between innovation and sustainability.
Strategic Move Aligns with Growing Enterprise Demand for Secure Cloud Connectivity
Fernando Montenegro, VP and Practice Lead, Cybersecurity at The Futurum Group, examines Kyndryl’s expanded Palo Alto partnership, highlighting its impact on cybersecurity, revenue growth, and zero-trust positioning.
Dion Hinchcliffe, VP of CIO Practice at The Futurum Group, highlights Google’s Gemini 2.0, OpenAI’s Deep Research, and Anysphere’s Cursor, showing how they reshape IT leadership, AI adoption, and custom development.
Keith Townsend and Dion Hinchcliffe discuss Intel's stock, AI ethics, DataRobot's acquisition, SAP and Databricks' partnership, Elon Musk's OpenAI offer, and CIOs' supply chain strategies in AI chips on this insightful Six Five episode.
Ron Westfall and Olivier Blanchard explore T-Mobile Starlink's Super Bowl debut, Nokia's leadership change, and Qualcomm's revenue surge in the latest episode of the Six Five Webcast - The 5G Factor.
Strong Demand From Webscale and Enterprise Segments Positions Cisco for Continued AI-Driven Growth
Ron Westfall, Research Director at The Futurum Group, shares insights on Cisco’s Q2 FY 2025 results, focusing on AI infrastructure growth, Splunk’s impact on security, and innovations like AI PODs and HyperFabric driving future opportunities.
Major Partnership Sees Databricks Offered as a First-Party Data Service; Aims to Modernize SAP Data Access and Accelerate AI Adoption Through Business Data Cloud
Nick Patience, AI Practice Lead at The Futurum Group, examines the strategic partnership between SAP and Databricks that combines SAP's enterprise data assets with Databricks' data platform capabilities through SAP Business Data Cloud, marking a significant shift in enterprise data accessibility and AI innovation.
Camberley Bates, Keith Townsend, and Dion Hinchcliffe share a conversation on whether hyperscalers can keep up with AI demand and the efficiency of new LLM releases.
Revenue in Line With Expectations; Stronger Backlog, New Product Ramps, and Double-Digit Growth in New FPGAs Set a Positive Tone for FY 2025
Richard Gordon, VP & Practice Lead, Semiconductors at The Futurum Group, highlights Lattice Semiconductor’s Q4 FY 2024 results, covering Nexus and Avant growth, market stabilization, and expanding software capabilities driving future performance.
