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Category: Data Center

AMD to Acquire ZT Systems and Expand Data Center AI Systems Capabilities
August 26, 2024

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

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...
Lenovo FY Q1: Hybrid AI Opportunity Delivers Profitability and Growth Across All Segments
August 19, 2024

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

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...
DigiCert Expands Security Portfolio with Planned Vercara Acquisition
August 16, 2024

DigiCert Expands Security Portfolio with Planned Vercara Acquisition

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...
New SiFive Performance P870-D Complements Intelligence Chipset for AI
August 16, 2024

New SiFive Performance P870-D Complements Intelligence Chipset for AI

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...
AI Chipsets in Context: Good and Bad News for Vendors
August 9, 2024

AI Chipsets in Context: Good and Bad News for Vendors

Dr. Bob Sutor of The Futurum Group examines recent good and bad news for several leading vendors of AI chipsets for cloud and data center applications, including Intel Corporation, NVIDIA,...
GlobalFoundries Reports Second Quarter 2024 Financial Results
August 7, 2024

GlobalFoundries Reports Second Quarter 2024 Financial Results

The Futurum Group’s Bob Sutor discusses GlobalFoundries’ Q2 2024 financial performance, showcasing the company’s resilience and strategic focus, with significant contributions from their recent acquisition of GaN technology. The Futurum...
Dell APEX Cloud Platform for Red Hat OpenShift - Analysis of Operational Efficiency
August 5, 2024

Dell APEX Cloud Platform for Red Hat OpenShift: Analysis of Operational Efficiency

In our latest Lab Insight Report, Dell APEX Cloud Platform for Red Hat OpenShift: Analysis of Operational Efficiency, completed in partnership with Dell, The Futurum Group has evaluated the impact...
How AWS Boosted Amazon’s Q2 2024 Earnings
August 2, 2024

How AWS Boosted Amazon’s Q2 2024 Earnings

Steven Dickens, Chief Technology Advisor at The Futurum Group, shares insights on Amazon's Q2 2024 earnings, highlighting AWS's growth and strategic innovations....
Intel’s Q2 2024 Earnings Release: Navigating Challenges and Strategic Shifts
August 2, 2024

Intel’s Q2 2024 Earnings Release: Navigating Challenges and Strategic Shifts

The Futurum Group’s Ron Westfall shares his insights on why Intel’s Q2 2024 earnings release demonstrates significant challenges amid strategic industry shifts while its new cost reductions are key to...
AMD Q2 2024 Financial Results Highlight Strong Momentum in Data Center and PC Segments
July 31, 2024

AMD Q2 2024 Financial Results Highlight Strong Momentum in Data Center and PC Segments

Olivier Blanchard, Research Director at The Futurum Group, zooms in on AMD’s Q2 2024 financial results and discusses the opportunities, threats, velocity, and momentum of AMD’s opportunity across all business...
A Foundation for Scalable Infrastructure — Dell + Broadcom
July 17, 2024

A Foundation for Scalable Infrastructure: Dell + Broadcom

In our latest Lab Insight Report, A Foundation for Scalable Infrastructure: Dell + Broadcom, completed in partnership with Dell and Broadcom, we evaluate the impact of network speed on storage,...
Juniper 800GB Ethernet for AI Training
July 11, 2024

Juniper 800GB Ethernet for AI Training

Alastair Cooke, CTO Advisor at The Futurum Group, shares insights from the Juniper Networks presentation at Cloud Field Day 20 on 800GB Ethernet for AI training and the Juniper AI...

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