On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Q2FY24 earnings for: SAP, Google, IBM, and ServiceNow, rumored NVIDIA B20 for China, and another...
The Futurum Group’s Ron Westfall assesses why the Marvell Teralynx 10 Ethernet switch delivers the low-latency, low-power, high-bandwidth, programmable platform and an architecture optimized for AI and cloud network demands...
The Futurum Group’s Research Director Olivier Blanchard covers the highlights in the AI PC market for H1 2024, focusing on the Copilot+ PC launch, which is setting the stage for...
The Futurum Group’s Ron Westfall examines why Juniper’s new Ops4AI Lab and JVDs are ready to play a key role in accelerating ecosystem-wide AI adoption across both hyperscaler and beyond...
Keith Kirkpatrick and Steven Dickens from The Futurum Group emphasize that Scandit Express 3.0 represents a significant leap in smart data capture technology, providing businesses with enhanced efficiency and accuracy...
Steven Dickens from The Futurum Group highlights Google's impressive cloud revenue growth, emphasizing its strategic focus on leveraging AI and vast data resources to differentiate itself from competitors. He notes...
Olivier Blanchard, Research Director at The Futurum Group, digs into the Ford Motor Company’s Q2 2024 earnings, shares his insights on why EV sales might be a red herring, and...
Steven Dickens, Chief Technology Advisor from The Futurum Group, shares insights on IBM's strong Q2 2024 performance, driven by strategic investments in AI and hybrid cloud solutions....
Keith Kirkpatrick, Research Director with The Futurum Group, shares insights on how generative AI drove ServiceNow’s impressive Q2 2024 revenue growth, highlighting new AI capabilities and strategic partnerships....
Keith Kirkpatrick, Research Director with The Futurum Group, covers two HR-focused announcements from Oracle, focusing on reducing friction with day-to-day tasks, as well as the employee application process....
Keith Kirkpatrick, Research Director with The Futurum Group, covers the new AI assistant from Salesforce and Workday, and details why he believes the new tool checks all the boxes for...
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