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Category: Data Center

Lenovo's New AI Suite: Pioneering Private AI Deployments
Steven Dickens and Ron Westfall

Lenovo’s New AI Suite: Pioneering Private AI Deployments

Lenovo Unveils New Services That Emphasize Bringing Flexible, Affordable, and Manageable AI to Enterprises
Futurum’s Steven Dickens and Ron Westfall assess why Lenovo's emphasis on scalability, flexibility, and sustainability, coupled with its AI Accelerator Program, offers businesses a robust platform to securely and efficiently accelerate their AI transformation.
The Oracle & AWS Collaboration: A True Hybrid Multi-Cloud World Takes Shape
Steven Dickens and Ron Westfall

The Oracle & AWS Collaboration: A True Hybrid Multi-Cloud World Takes Shape

Oracle and AWS Collaborate, Eliminating Egress Fees and Enabling Seamless Hybrid Multi-Cloud Integration
Futurum’s Steven Dickens and Ron Westfall delve into why Oracle and AWS’s strategic partnership to offer Oracle's database services directly on AWS infrastructure ushers in the multi-cloud era and promises clear differentiation for the Oracle Database@AWS solution.
CIO Pulse Recap: NVIDIA Q2 2024 Earnings Driven by AI Growth
Dion Hinchcliffe

NVIDIA and the Enterprise Tech Landscape: Navigating Growth, Challenges, and the Future of AI—A Recap from The CIO Pulse Report #4

Dion Hinchcliffe, VP of CIO Practice at The Futurum Group, shares insights into NVIDIA’s Q2 2024 earnings, challenges with its Blackwell chip, rising cloud costs, and the evolving AI skills gap.
Synopsys, NVIDIA, and Broadcom Key Players in the AI Chip Revolution—A Recap from The Six Five Podcast Episode 229
Daniel Newman and Six Five Media

Synopsys, NVIDIA, and Broadcom: Key Players in the AI Chip Revolution—A Recap from The Six Five Podcast Episode 229

Synopsys’ Q3 earnings, NVIDIA’s AI dominance, Broadcom’s OpenAI wins, the future of AI hardware, and Microsoft’s upcoming Windows Recall launch. In the latest Six Five webcast, Patrick Moorhead and Daniel Newman discuss their innovations and market challenges.
Hewlett Packard Enterprise Reports Q3 2024 Revenue Growth Driven by AI and Cloud
Steven Dickens

Hewlett Packard Enterprise Reports Q3 2024 Revenue Growth Driven by AI and Cloud

Greenlake ARR Growth and Strong Performance in AI-Enabled Services Set the Tone for a Solid Q3 FY24 Performance
Steven Dickens, Chief Technology Advisor at The Futurum Group, shares insights on Hewlett Packard Enterprise’s Q3 2024 financial performance, focusing on AI's impact on earnings, the future of AI at HPE, and the growth of GreenLake’s ARR.
Oracle Q1 FY2025 Results OCI and AI Drive Growth in Industry-Specific Solutions
Steven Dickens and Keith Kirkpatrick

Oracle Q1 FY2025 Results: OCI and AI Drive Growth in Industry-Specific Solutions

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.
Dell Q2 FY 2025 Earnings Deliver Record Server and Networking Revenues
Olivier Blanchard

Dell Q2 FY 2025 Earnings Deliver Record Server and Networking Revenues

Latest Dell Earnings Point to Growth Acceleration in Server and Networking Solutions
Olivier Blanchard, Research Director with The Futurum Group, digs into Dell’s Q2 FY2025 earnings. In focus: How growing demand for AI solutions and Dell’s partnership with NVIDIA are already producing record results for Dell’s Infrastructure Solutions Group, and why softness in Dell’s Client Solutions Group numbers for the quarter suggests that the PC refresh supercycle, which kicked off just a few weeks ago, may take a few more quarters to gain momentum.
Solidigm Expands SSD Portfolio and Ups the Focus on the AI Data Pipeline
Camberley Bates

Solidigm Expands SSD Portfolio and Ups the Focus on the AI Data Pipeline

Camberley Bates, Chief Technology Advisor at The Futurum Group, shares insights on Solidigm’s expansion of its SSD portfolio, focusing on the impact of the new D7-PS1010 and D7-PS1030 SSDs on AI data pipelines and energy efficiency, highlighting future industry trends.
AMD to Acquire ZT Systems and Expand Data Center AI Systems Capabilities
Olivier Blanchard

AMD to Acquire ZT Systems and Expand Data Center AI Systems Capabilities

AMD to Significantly Expand Data Center AI Systems Capabilities with Acquisition of Hyperscale Solutions Provider ZT Systems
Olivier Blanchard, Research Director at The Futurum Group, digs into the motivations and potential upsides of AMD’s plans to acquire ZT Systems, particularly as AMD ramps up efforts to expand its leadership in high-growth AI-driven IT market segments.
Lenovo FY Q1: Hybrid AI Opportunity Delivers Profitability and Growth Across All Segments
Olivier Blanchard

Lenovo FY Q1: Hybrid AI Opportunity Delivers Profitability and Growth Across All Segments

Lenovo’s Infrastructure Solutions Group Posts Record Revenues as Demand for AI Continues to Grow
Olivier Blanchard, Research Director with The Futurum Group, digs into Lenovo’s latest quarterly earnings report and explains why the company’s device-to-cloud approach to the larger hybrid AI opportunity is already yielding impressive YoY growth at scale across its three main business segments.
DigiCert Expands Security Portfolio with Planned Vercara Acquisition
Dr. Bob Sutor

DigiCert Expands Security Portfolio with Planned Vercara Acquisition

Acquisition Will Strengthen Cloud-Based Security Offerings for DNS and DDoS
Dr. Bob Sutor of The Futurum Group examines DigiCert’s planned acquisition of Vercara. He looks at the security capabilities in the new, expanded portfolio. For good measure, Bob discusses DigiCert’s post-quantum cryptography activities in light of the new standards from the US National Institute of Standards and Technology (NIST).
New SiFive Performance P870-D Complements Intelligence Chipset for AI
Dr. Bob Sutor and Steven Dickens

New SiFive Performance P870-D Complements Intelligence Chipset for AI

SiFive RISC-V Chip Targets Data Centers, Vehicles, and Embedded Systems
Dr. Bob Sutor and Steven Dickens of The Futurum Group examine the strategic significance of SiFive’s new P870-D processor in addressing the growing demand for scalable, power-efficient solutions in AI-driven data centers. The analysts note that SiFive’s focus on flexibility and industry-standard protocols positions the company to compete effectively in the evolving landscape dominated by traditional players such as AMD and Intel.
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