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Category: CIO Insights

NVIDIA Q2FY25 Earnings with Special Guest Dan Ives
Daniel Newman

NVIDIA Q2FY25 Earnings with Special Guest Dan Ives

The Six Five team discusses NVIDIA Q2FY25 Earnings with Special Guest Dan Ives
Talking Special Guest, NVIDIA, VMware Explore, Salesforce, Dell, Pure Storage, HP
Daniel Newman

Talking Special Guest, NVIDIA, VMware Explore, Salesforce, Dell, Pure Storage, HP

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings from NVIDIA, Salesforce, Dell, Pure Storage, and HP, as well as insights from VMware Explore 2024.
Dell Q2 FY 2025 Earnings Deliver Record Server and Networking Revenues
Olivier Blanchard
Olivier Blanchard

Dell Q2 FY 2025 Earnings Deliver Record Server and Networking Revenues

Latest Dell Earnings Point to Growth Acceleration in Server and Networking Solutions
Olivier Blanchard, Research Director with The Futurum Group, digs into Dell’s Q2 FY2025 earnings. In focus: How growing demand for AI solutions and Dell’s partnership with NVIDIA are already producing record results for Dell’s Infrastructure Solutions Group, and why softness in Dell’s Client Solutions Group numbers for the quarter suggests that the PC refresh supercycle, which kicked off just a few weeks ago, may take a few more quarters to gain momentum.
Boost Efficiencies and Optimize Performance with Turnkey AI Enterprise Solutions
Steven Dickens & Ron Westfall

Boost Efficiencies and Optimize Performance with Turnkey AI Enterprise Solutions

In our latest research report, Boost Efficiencies and Optimize Performance with Turnkey AI Enterprise Solutions, we examine how organizations can plan and build private AI solutions and why private AI addresses the growing demand for greater control over AI solutions, including protection and transparency.
Hammerspace Expands Global Data Platform with New Appliances
Mitch Lewis

Hammerspace Expands Global Data Platform with New Appliances

Hammerspace Announced New Appliance Offerings for Its Global Data Platform Software
Mitch Lewis Research Analyst at The Futurum Group, covers Hammerspace’s announcement of new appliance offerings.
Salesforce Q2 FY25 Financials Exceed Expectations
Daniel Newman & Keith Kirkpatrick

Salesforce Q2 FY25 Financials Exceed Expectations

AI and Cloud Innovations Leading the Way Forward
The Futurum Group’s Daniel Newman and Keith Kirkpatrick share their insights on Salesforce's Q2 FY25 financial performance, highlighting the company's AI advancements, strong revenue growth, and cloud expansions that drove market-leading results.
VMware's Tanzu 10 Sets A New Standard for Private Cloud-Native Platforms
Paul Nashawaty
Paul Nashawaty

VMware’s Tanzu 10 Sets A New Standard for Private Cloud-Native Platforms

Empower Your Team with GenAI
Paul Nashawaty highlights Broadcom’s strategic investments post-acquisition of Tanzu, suggesting that VMware could similarly benefit from a focused, long-term innovation strategy under Broadcom’s ownership.
IBM's New Telum II Processor - A Strategic Advancement in Transactional AI
Steven Dickens

IBM’s New Telum II Processor – A Strategic Advancement in Transactional AI

The Introduction of Telum II Is Timely, as IBM Continues to Deliver Strong Revenue Performance Even Late Into the Z16 Cycle.
Steven Dickens highlights how IBM's Telum II processor marks a significant leap forward in mainframe technology, particularly for transactional AI workloads. The advanced cache architecture, designed to optimize performance for complex data processing, is crucial for environments that require high-speed, secure, and reliable computing. With IBM actively developing over 200 AI use cases, the Telum II processor is poised to deliver substantial innovation, especially as IBM readies its next-generation mainframe system for release in 2025. This strategic focus positions IBM to meet the growing demands of enterprise computing in the AI era.
Cisco Bolsters AI Security with Planned Acquisition of Robust Intelligence
Krista Case
Krista Case

Cisco Bolsters AI Security with Planned Acquisition of Robust Intelligence

AI Security Gets a Boost: Cisco to Buy Robust Intelligence
Krista Case, Research Director with The Futurum Group, covers Cisco’s planned acquisition of Robust Intelligence for AI security.
Six Five webcast: Strategic Moves and Innovations in the Tech Industry: Marvell, GlobalFoundries, Google, CrowdStrike, Intel, and OpenAI
Six Five Media
Daniel Newman & Six Five Media

Strategic Moves and Innovations in the Tech Industry: Marvell, GlobalFoundries, Google, CrowdStrike, Intel, and OpenAI

Marvell, GlobalFoundries, Google, CrowdStrike, Intel, and OpenAI are advancing their positions in the competitive technology landscape. In their latest Six Five webcast, Patrick Moorhead and Daniel Newman discuss strategic partnerships, innovations, and challenges as these companies navigate the rapidly evolving semiconductors, AI, cloud computing, cybersecurity, and advanced manufacturing sectors.
CIO Pulse Report - Explores Five Critical Decisions and Strategies Shaping the Future of Enterprise Technology
Dion Hinchcliffe
Dion Hinchcliffe

CIO Pulse Report – Explores Five Critical Decisions and Strategies Shaping the Future of Enterprise Technology

Dion Hinchcliffe, Vice President and Practice Lead, CIO at The Futurum Group shares his insights on transformative advancements across the tech industry. From the game-changing expansion of the Dell and Nutanix partnership to the projected rise in IT budgets driven by AI investments, this episode explores the critical decisions and strategies shaping the future of enterprise technology. Additionally, the news report sheds further light on the transformative impact of AI on IT jobs, the rise of what are known as Large Action Models (LAMs), and the ongoing debate between Kubernetes and AWS ECS, making it a must-watch for anyone navigating the rapidly evolving IT landscape.
Windows Recall Gets A Date
Daniel Newman

Windows Recall Gets A Date

The Six Five team discusses Windows Recall Gets A Date
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