Category: Cloud

Oracle’s Cloud Infrastructure and AI Advancements Drive Robust Revenue Growth Bolstered by Crucial Industry Verticals Such as Healthcare, Financial Services, and Retail
Steven Dickens, Chief Technology Advisor, and Keith Kirkpatrick, Research Director at The Futurum Group, share insights on Oracle’s Q1 FY2025 earnings, showcasing the rapid growth of Oracle Cloud Infrastructure (OCI) and AI’s impact on cloud revenue.
The Six Five team discusses HPE Q3FY24 Earnings
Steven Dickens and Ron Westfall from The Futurum Group highlighted that HPE Private Cloud AI’s ability to rapidly deploy generative AI applications, along with its solution accelerators and partner ecosystem, can greatly simplify AI adoption for enterprises, helping them scale quickly and achieve faster results.
Navigating Growth Through AI, Cloud Innovation, and Strategic Adjustments
Steven Dickens, Chief Technology Advisor at The Futurum Group, shares his insights on Elastic’s Q1 FY2025 financial performance. He highlights key achievements in AI and security and analyzes the company's market positioning and future growth prospects.
Intel and IBM Strike AI Partnership to Deploy Gaudi 3 Accelerators on IBM Cloud to Meet Enterprise AI Scaling and Optimization Demands
The Futurum Group’s Ron Westfall assesses why combining Intel Gaudi 3 AI accelerators and Xeon CPUs with IBM Cloud enables them to develop new AI capabilities and make inroads fulfilling the rapidly expanding demand for cost-effective, secure AI computing solutions.
The Six Five team discusses Pure Storage Q2FY25 Earnings
The Six Five team discusses Salesforce Q2FY25 Earnings
The Six Five team discusses VMware Explore 2024
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.
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.
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.
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.

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