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Category: Cloud

Amazon’s Stock has Been Stuck in Neutral, but a Host of Catalysts May Soon Change That
Daniel Newman

Amazon’s Stock has Been Stuck in Neutral, but a Host of Catalysts May Soon Change That

Amazon has been diversifying its businesses and executing at the highest levels, and that could help with their stock growth.
Steven Dickens

HPE Announces New Vertically Optimized GreenLake Cloud Services at HPE Discover

HPE announces new vertically optimized GreenLake cloud services at HPE Discover. Futurum analyst Steven Dickens breaks down the three highlighted areas from the HPE announcement, along with thoughts on the growing importance of hybrid solutions in highly regulated verticals such as healthcare and banking, as well as the emergence and co-located solutions as prevalent approaches in the industry.
Daniel Newman

HPE Acquires Determined AI to Accelerate ML Training Capabilities

On Day 0 of HPE Discover, HPE announced the acquisition of Determined AI to augment and accelerate its AI training capabilities.
Daniel Newman

The Cost of Cloud

Daniel Newman

Quantum Leap: Do You CQC What We See? – The Six Five Webcast

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss the tech news stories that made headlines this week including Honeywell and Quantum team up, Cisco Webex rebrands, earnings report from Marvell and other topics you won't want to miss.
Olivier Blanchard
Olivier Blanchard

The Problem with Congress’s 5 New Antitrust Bills Aimed at Reining In U.S. Big Tech

Last Friday, House Democrats introduced five new antitrust-style bills aimed at curtailing the market dominance of U.S. technology companies. Futurum’s Olivier Blanchard breaks down the nuances of the bills, outlines the problems with each, and shares thoughts on the challenges ahead.
Ron Westfall

Intel Changing Data Center Stakes with Debut of Infrastructure Processing Unit

Intel introduces its vision for the IPU (Infrastructure Processing Unit) focusing on improving data center manageability and efficiency, purpose-developed in close collaboration with hyperscale cloud partners. Futurum’s Ron Westfall examines and analyzes why Intel’s IPU proposition is clearly differentiated and why Intel is now better positioned to expand its influence and presence across burgeoning intelligent data center architectures.
Ron Westfall

Guavus Revs Up Open NWDAF to Spur Automated Multi-vendor 5G Networks

Guavus launched its Guavus-IQ NWDAF solution to provide open NWDAF across operator 5G Core environments to power the service orchestration and closed-loop network automation key to elastically scaling and monetizing new 5G services. Futurum’s Ron Westfall examines why the standard-based 3GPP Network Data Analytics Function (NWDAF) is integral to producing the real-time operational intelligence key to handling the complexities of open, multi-vendor 5G networks and delivering the statistical and predictive analytics processing designated for emerging 5G use cases.
Ron Westfall

Marvell Fortifies Cloud Data Center Networking Portfolio with New Atlas and Alaska Chipsets

Marvell launches new Atlas and 5nm Alaska chipsets developed to deliver unparalleled data center connectivity capabilities, including PAM4 innovations, key to dramatically improving data workload performance, scalability, and power efficiencies, particularly inside cloud data centers. Futurum’s Ron Westfall assesses why Marvell’s Atlas and Alaska offerings are clearly differentiated and why that are ready to deliver cloud data center connectivity breakthroughs.
This Selloff in Tech is Irrational — Even More so than Last Year’s Climb
Daniel Newman

This Selloff in Tech is Irrational — Even More so than Last Year’s Climb

With growth for semiconductors, PCs, Cloud, AI, 5G, and electric vehicles all robust, it’s hard to suggest investors are being forward-looking.
Ron Westfall

Cisco Ups its SD-WAN Game with ThousandEyes Native Integration

Cisco natively integrates its ThousandEyes Internet and Cloud Intelligence capabilities throughout its SD-WAN portfolio, including the Catalyst 8300/8200 Series Edge Platforms and ISR 4000 Series, improving visibility and experience monitoring capabilities for customers. Futurum’s Ron Westfall explores and analyzes how Cisco’s assimilation of ThousandEyes technology expands Cisco’s influence in driving SD-WAN expansion across cloud, edge, and SaaS environments and why SD-WAN rivals need to counter Cisco’s move.
Fred McClimans

Microsoft’s Rebranded Azure Virtual Desktop: The Future of Work is Hybrid

Microsoft has announced the rebranding of its Windows Virtual Desktop to Azure Virtual Desktop. Futurum Research analyst Fred McClimans dives into the reason behind this rebranding and how it reflects the new post-pandemic hybrid physical/virtual work model while also offering a new SaaS-based revenue stream for third-party application developers.
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