Category: Data Center

September 15, 2023

Semtech Q2 FY 2024: Recovery Incoming but Inventory Bloat Still a Drag

Semtech’s Sequential Growth Earnings Point to Recovery, but Inventory Bloat Offsets Semiconductor Gains With a Drag on Hardware

Olivier Blanchard, Research Director at The Futurum Group, shares insights on Semtech Q2 FY 2024 earnings, which point to recovery in high-margin semiconductors and IoT segments despite inventory bloat continuing to drag on module and router revenue.

Business Information, Data Center, Edge Networking, IIoT, IoT, IoT Devices, IoT Security, IT Infrastructure, Processors, Semiconductors and Components

Dave Raffo

September 6, 2023

Research Note

Cisco and Nutanix Converge on Hyperconverged Hybrid Cloud Bundle

Both Vendors Will Sell Cisco Servers and Networking Running Nutanix Cloud Platform

Dave Raffo, Senior Analyst at The Futurum Group, looks at the Cisco and Nutanix hyperconverged infrastructure partnership, combining Cisco compute and networking services with Nutanix software.

Data Center, Data Infrastructure, Hybrid Cloud, Infrastructure, and Operations, Hyperconverged Infrastructure, Storage

Randy Kerns

September 5, 2023

Research Note

Google BigQuery Advances Analytics for AI

Google Announces Advances for BigQuery Data Platform at Google Next 2023

Randy Kerns, Senior Strategist at The Futurum Group shares his assessment of Google’s BigQuery Data Platform announcements, announced recently at Google Next 2023.

AI, AI and Data Analytics, Data Analytics, Data Center, Machine Learning

Daniel Newman and Olivier Blanchard

September 5, 2023

Research Note

Dell Q2 2024 Earnings: Growth Points to End of Post-COVID Slump

Positive Sequential Growth Signals Rebound for PCs and Improving Demand for AI-Driven Infrastructure

Daniel Newman and Olivier Blanchard, analysts at The Futurum Group, share their insights on Dell’s Q2 2024 earnings, which suggest an improving demand environment for PCs and AI-driven infrastructure.

AI, Data Center, Data Infrastructure, Devices, Digital Transformation, High Performance Computing, PCs and Devices, Storage

Daniel Newman

September 5, 2023

Video Research Note

HPE Q3 2023 Earnings

The Six Five Team discusses HPE Q3 2023 earnings.

Data Center, Hybrid Cloud, Infrastructure, and Operations

Randy Kerns

August 29, 2023

Research Note

Databricks Discloses Roadmap for Q3 with Data Platform Capabilities

Continued Delivery of Advanced Capabilities for Databricks Lakehouse Data Platform to Be Used in AI/ML Development

Randy Kerns, Senior Strategist at The Futurum Group shares information on the recent information from Databricks. Randy covers technology and products that deal with Information Storage and Management in addition to Data Platforms used for AI/ML.

AI, AI and Data Analytics, Data Center, Machine Learning

Daniel Newman and Ron Westfall

August 24, 2023

Research Report

Intel 4th Gen Xeon Scalable Processors Primed to Accelerate Data Center Performance and Capabilities

In our latest white paper, Intel 4th Gen Xeon Scalable Processors Primed to Accelerate Data Center Performance and Capabilities, The Futurum Group's Ron Westfall assess why Intel’s 4th Gen Xeon Scalable processors and Intel’s strategic approach of embedding a diverse array of accelerators is key to enabling breakthroughs such as vast improvements in per-core performance.

Data Center, Processors, Semiconductors and Components

Randy Kerns

August 21, 2023

Research Note

Western Digital Announces New Disaggregated Data Center Solutions

Randy Kerns, Senior Strategist at The Futurum Group shares information on the recent information from Western Digital. Randy covers technology and products that deal with Information Storage and Management.

Data Center, Storage

Randy Kerns

August 16, 2023

Research Note

The Futurum Group Report on Flash Memory Summit

Key Announcements and Developments from Micron, Phison, Marvell, Hitachi Vantara, Viking Enterprise, Hammerspace, Quantum, SNIA, CXL Consortium, IBM, Infinidat, and ScaleFlux

Randy Kerns, Senior Strategist at The Futurum Group shares a collection of analyst insights on interesting vendors and technologies from the Flash Memory Summit (FMS). The Futurum Group analysts at FMS also covers technology and products that deal with Information Storage and Management.

Data Center, Data Storage and SAN, Memory, Storage

Krista Macomber and Camberley Bates

August 4, 2023

Infrastructure Matters

What Is Comprehensive Cyber-Resiliency? — Infrastructure Matters, Episode 4

Camberley Bates, VP and Practice Lead, and Krista Macomber, Senior Analyst, cover a range of news items, evolving considerations for cyber-resiliency, and what exactly constitutes comprehensive cyber-resiliency in this episode of the Infrastructure Matters podcast.

Data Center, Data Infrastructure, Data Management, Data Protection

Mitch Lewis

July 26, 2023

Research Note

Sustainability in IT – A Q3 Reflection

Checking in on IT Sustainability in Response to the Honeywell Sustainability Index Q3 2023 Report

Mitch Lewis, Research Associate at The Futurum Group shares his insights on the findings from the latest Environmental Sustainability Index from Honeywell and The Futurum Group, and how these findings relate to the more specific discussion of sustainability in IT.