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Category: Data Center

Steven Dickens, VP and Practice Leader, discusses Broadcom's Q2 2024 performance, driven by strategic investments in AI and the successful integration of VMware.
Lenovo’s QoQ and YoY Execution in the Expanding Hybrid, Distributed AI Ecosystem Is Fueling an Accelerating Growth Trajectory Across Its Businesses
Olivier Blanchard, Research Director with the Futurum Group, and Steven Dickens, VP and Practice Lead, share their insights into Lenovo’s Q4 and FY 23/24 earnings and drill down into how the company’s pocket-to-cloud strategy is already working.
A 400% Increase in VMware Licensing Cost Prompted Migration to an Alternative Hypervisor and Hyperconverged Infrastructure
Alastair Cooke, CTO Advisor and Paul Nashawaty, Practice Leader and Lead Principal Analyst at The Futurum Group, share their insights on what size of client might successfully migrate from a vSphere cluster to a Nutanix AHV cluster without experiencing significant business disruption.
AMD’s AI-Enabling Solutions Portfolio Gains Traction in All the Right Places
Olivier Blanchard, Research Director at The Futurum Group, shares his insights about AMD’s Q1 2024 earnings and how its investments in AI solutions sets up the company for growth early in the AI disruption cycle.
Intel Showed Progress in Q1 2024 Results Led by Double-Digit Growth in Intel Products and Intel Foundry Delivering Breakthrough Intel 3 Production
The Futurum Group’s Ron Westfall and Daniel Newman assess Intel Q1 2024 results and why Intel’s new foundry operating model provides transparency and the new Intel Products immediately bolster the Intel enterprise AI proposition.
The Futurum Group’s Steven Dickens provides his take on Equinix's latest announcement as Equinix pivots to a digital infrastructure leader, investing in AI-ready data centers to meet growing technological demands with a new facility in California.
Tiered Storage Options from Distributed IoT Devices Up to Complete Rack-Scale Solutions from Supermicro Showcase the Value of Solidigm Storage Options for AI
Alastair Cooke, CTO Advisor at The Futurum Group, shares his insights on the Solidigm and Supermicro presentation at AI Field Day. Supermicro showed products reinforcing the range of Solidigm storage options for AI pipeline stages.
VAST Data Reveals Multiple Announcements Focused on AI
Mitch Lewis, Research Analyst at The Futurum Group, shares his insights on recent announcements from VAST Data.
Xeon CPUs Can Often Deliver AI-Enriched Applications Without Requiring Expensive GPUs
Alastair Cooke, CTO Advisor at The Futurum Group, shares his insights on Intel’s presentation at AI Field Day 4, discussing when to use CPUs rather than GPUs for AI inference.
VMware by Broadcom Presented Private AI at AI Field Day, Focusing on How to Build AI Using Private Data On-Premises
Alastair Cooke, CTO Advisor at The Futurum Group, shares his insights on how VMware Private AI allows companies to keep their AI data on-premises and gain insights without the excessive cost of GPUs that are often idle.
HPE GreenLake Provides Hybrid Cloud Services as a Service
Alastair Cooke, CTO Advisor at The Futurum Group, shares his insights on how HPE has developed the GreenLake portfolio to deliver a variety of hybrid cloud infrastructure as a service offerings.
Intel Delivers Solid Q4 2023 Results Led by a Rebound in the PC Market with AI Everywhere and IFS Paving the Future Although Tempered by Soft Q1 2024 Guidance
The Futurum Group’s Ron Westfall and Daniel Newman assess Intel’s 2023 progress, with a rebound in the PC market. The Q1 2024 guide is a wrinkle but advancing its IDM 2.0 strategy delivering 5 nodes in 4 years plus AI PC innovation shows progress.