Hillery Hunter, CTO at IBM, shares insights on AI scalability, the challenges in adopting GenAI, and IBM's unique approach to AI models and its partnership with NVIDIA.
Dell and 6WIND Join Forces to Provide Scalable Virtualized Networking Offerings for CSPs and Enterprises
Ron Westfall, Research Director at The Futurum Group, examines Dell’s partnership with 6WIND, integrating VSR software with PowerEdge servers to enhance virtualized networking for CSPs and enterprises.
Blurring the Traditional Boundaries Between Storage and Compute, VAST Data Hopes to Further Disrupt the Vector Database Market Through Its Unique Approach to Linear Scalability
Brad Shimmin and Stephen Foskett at The Futurum Group examine VAST Data's platform update, evaluating its AI-ready data capabilities and how those will disrupt the broader agentic AI marketplace.
The Proposed All-Cash Blockbuster Deal Has Ramifications Across Cloud Security, Security Operations, and More
The Futurum Group analysts Fernando Montenegro, Krista Case, Mitch Ashley, and Alex Smith share their insights on the blockbuster deal announced by Alphabet that it intends to acquire Wiz to improve multi-cloud security capabilities of Google Cloud.
Apple Updates Its Bestselling Laptop and Pro Desktop with M4 and M3 Ultra Chips
Olivier Blanchard, Research Director at The Futurum Group, breaks down Apple's MacBook Air and Mac Studio updates. With the M4 and M3 Ultra chips, plus a price cut and AI upgrades, how will these changes impact Apple’s market position?
Strong ARR and Margin Expansion, but Investor Concerns Over CapEx and AI-Driven Shifts Remain
Olivier Blanchard, Research Director at The Futurum Group, shares insights on Samsara’s strong Q4 FY 2025 earnings, the 11% stock drop, and key investor concerns over CapEx slowdowns and AI-driven edge computing. How will these factors shape Samsara’s growth?
Discover how AI is driving major shifts in tech earnings on this episode of the Six Five Webcast - Infrastructure Matters. Learn about Broadcom's AI-fueled growth, VMware's Private AI Foundation, Salesforce's Agentforce, and the satellite internet race, and the impact of tariffs and the future of AI in business.
With Record RPO Growth and Strong Cloud Momentum, Oracle Forecasts Accelerating Revenue Expansion Into FY 2026, Driven by AI Demand and Hyperscaler Partnerships
Keith Kirkpatrick and Daniel Newman at The Futurum Group examine Oracle’s Q3 FY 2025 earnings, highlighting record RPO growth, expanding AI infrastructure, and deepening multi-cloud adoption.
Erik Ekudden, CTO at Ericsson, joins Dan Newman and Patrick Moorhead to discuss how 5G is spearheading the next wave of mobile innovations, closely intertwined with AI and Cloud technologies.
AI-Driven Semiconductor Demand and Infrastructure Software Expansion Fueled Broadcom’s 25% YoY Revenue Growth in Q1 FY 2025
Richard Gordon and Daniel Newman at The Futurum Group break down Broadcom’s Q1 FY 2025 earnings, highlighting AI semiconductor growth, hyperscaler demand for XPUs, and VMware’s software transition driving 25% YoY revenue growth and strong Q2 guidance.
Strong AI Adoption Propels Marvell’s Revenue Growth, With Custom Silicon Ramping Up
Richard Gordon and Daniel Newman analyze Marvell’s Q4 FY 2025 earnings, highlighting AI growth, custom silicon momentum, and evolving semiconductor trends amid rising demand for efficiency-focused AI models.
AI-Driven Server Growth Lifts HPE’s Revenue, but Profit Margins Disappoint
Ron Westfall and Daniel Newman at The Futurum Group analyze HPE’s Q1 FY 2025 earnings, highlighting AI-driven server growth, GreenLake expansion, margin pressures, weak guidance, cost cuts, and Juniper deal uncertainty.
