Category: Data Center

January 29, 2024

Intel Q4 and FY 2023 Results: Transformation Progress Continues

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...

<img width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-48x48.png.webp" class="attachment-36x36 size-36x36" alt="" itemprop="image" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-48x48.png.webp 48w,https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-500x500.png.webp 500w,https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-300x300.png.webp 300w,https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-120x120.png.webp 120w,https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-150x150.png.webp 150w,https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-70x70.png.webp 70w,https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-100x100.png 100w,https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-24x24.png.webp 24w,https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-96x96.png.webp 96w,https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall.png.webp 512w" sizes="(max-width: 36px) 100vw, 36px"/>
<img width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-48x48.png.webp" class="attachment-36x36 size-36x36" alt="" itemprop="image" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-48x48.png.webp 48w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-500x500.png.webp 500w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-300x300.png.webp 300w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-120x120.png.webp 120w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-150x150.png.webp 150w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-70x70.png.webp 70w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-100x100.png 100w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-24x24.png.webp 24w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-96x96.png.webp 96w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman.png.webp 512w" sizes="(max-width: 36px) 100vw, 36px"/>
Ron Westfall & Daniel Newman

January 19, 2024

Market Insight Report

Market Insight Report: Hybrid Cloud Compute Q4 2023

In our latest report, Market Insight Report: Hybrid Cloud Compute Q4 2023, we analyze how infrastructure vendors and hyperscalers are tailoring their products and services to hybrid clouds, as well...

<img width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2023/06/Dave-Raffo-48x48.png.webp" class="attachment-36x36 size-36x36" alt="" itemprop="image" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2023/06/Dave-Raffo-48x48.png.webp 48w,https://futurumgroup.com/wp-content/uploads/2023/06/Dave-Raffo-500x500.png.webp 500w,https://futurumgroup.com/wp-content/uploads/2023/06/Dave-Raffo-300x300.png.webp 300w,https://futurumgroup.com/wp-content/uploads/2023/06/Dave-Raffo-120x120.png.webp 120w,https://futurumgroup.com/wp-content/uploads/2023/06/Dave-Raffo-150x150.png.webp 150w,https://futurumgroup.com/wp-content/uploads/2023/06/Dave-Raffo-70x70.png.webp 70w,https://futurumgroup.com/wp-content/uploads/2023/06/Dave-Raffo-100x100.png 100w,https://futurumgroup.com/wp-content/uploads/2023/06/Dave-Raffo-24x24.png.webp 24w,https://futurumgroup.com/wp-content/uploads/2023/06/Dave-Raffo-96x96.png.webp 96w,https://futurumgroup.com/wp-content/uploads/2023/06/Dave-Raffo.png.webp 512w" sizes="(max-width: 36px) 100vw, 36px"/>
<img width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2021/06/Steven-Dickens-48x48.png.webp" class="attachment-36x36 size-36x36" alt="" itemprop="image" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2021/06/Steven-Dickens-48x48.png.webp 48w,https://futurumgroup.com/wp-content/uploads/2021/06/Steven-Dickens-500x500.png.webp 500w,https://futurumgroup.com/wp-content/uploads/2021/06/Steven-Dickens-300x300.png.webp 300w,https://futurumgroup.com/wp-content/uploads/2021/06/Steven-Dickens-120x120.png.webp 120w,https://futurumgroup.com/wp-content/uploads/2021/06/Steven-Dickens-150x150.png.webp 150w,https://futurumgroup.com/wp-content/uploads/2021/06/Steven-Dickens-70x70.png.webp 70w,https://futurumgroup.com/wp-content/uploads/2021/06/Steven-Dickens-100x100.png 100w,https://futurumgroup.com/wp-content/uploads/2021/06/Steven-Dickens-24x24.png.webp 24w,https://futurumgroup.com/wp-content/uploads/2021/06/Steven-Dickens-96x96.png.webp 96w,https://futurumgroup.com/wp-content/uploads/2021/06/Steven-Dickens.png.webp 512w" sizes="(max-width: 36px) 100vw, 36px"/>
Dave Raffo & Steven Dickens

January 10, 2024

Analyst Insight

Storage as a Service Consumption Programs Multiplied in 2023

Dave Raffo, Senior Analyst at The Futurum Group, looks at how STaaS and other consumption programs expanded in 2023 and how these have changed the way IT teams purchase infrastructure....

<img width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2023/06/Dave-Raffo-48x48.png.webp" class="attachment-36x36 size-36x36" alt="" itemprop="image" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2023/06/Dave-Raffo-48x48.png.webp 48w,https://futurumgroup.com/wp-content/uploads/2023/06/Dave-Raffo-500x500.png.webp 500w,https://futurumgroup.com/wp-content/uploads/2023/06/Dave-Raffo-300x300.png.webp 300w,https://futurumgroup.com/wp-content/uploads/2023/06/Dave-Raffo-120x120.png.webp 120w,https://futurumgroup.com/wp-content/uploads/2023/06/Dave-Raffo-150x150.png.webp 150w,https://futurumgroup.com/wp-content/uploads/2023/06/Dave-Raffo-70x70.png.webp 70w,https://futurumgroup.com/wp-content/uploads/2023/06/Dave-Raffo-100x100.png 100w,https://futurumgroup.com/wp-content/uploads/2023/06/Dave-Raffo-24x24.png.webp 24w,https://futurumgroup.com/wp-content/uploads/2023/06/Dave-Raffo-96x96.png.webp 96w,https://futurumgroup.com/wp-content/uploads/2023/06/Dave-Raffo.png.webp 512w" sizes="(max-width: 36px) 100vw, 36px"/>
Dave Raffo

December 15, 2023

Six Five Webcast

Infrastructure Silicon for Accelerated Computing – Six Five Insider at Marvell Industry Analyst Day 2023

On this episode of The Six Five – Insider hosts Daniel Newman and Patrick Moorhead welcome Marvell’s Chris Koopmans for a conversation on the growing performance demands of AI and...

<img width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-48x48.png.webp" class="attachment-36x36 size-36x36" alt="" itemprop="image" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-48x48.png.webp 48w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-500x500.png.webp 500w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-300x300.png.webp 300w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-120x120.png.webp 120w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-150x150.png.webp 150w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-70x70.png.webp 70w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-100x100.png 100w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-24x24.png.webp 24w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-96x96.png.webp 96w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman.png.webp 512w" sizes="(max-width: 36px) 100vw, 36px"/>
Daniel Newman

December 14, 2023

Futurum Tech Webcast

The Futurum Group at Marvell’s Industry Analyst Day 2023 with Sandeep Bharathi – Futurum Tech Webcast

The Futurum Group’s Ron Westfall is joined by Marvell Technology’s Sandeep Bharathi, for a conversation on AI and the impact that it's having on the semiconductor industry as well as...

<img width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-48x48.png.webp" class="attachment-36x36 size-36x36" alt="" itemprop="image" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-48x48.png.webp 48w,https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-500x500.png.webp 500w,https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-300x300.png.webp 300w,https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-120x120.png.webp 120w,https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-150x150.png.webp 150w,https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-70x70.png.webp 70w,https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-100x100.png 100w,https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-24x24.png.webp 24w,https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-96x96.png.webp 96w,https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall.png.webp 512w" sizes="(max-width: 36px) 100vw, 36px"/>
Ron Westfall

December 14, 2023

Market Coverage

Semtech Q3 FY 2024 Earnings

Olivier Blanchard, Research Director at The Futurum Group, shares his insights on Semtech Q3 FY 2024 earnings, which point to continued recovery despite asymmetrical drag on hardware demand....

<img width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-48x48.png.webp" class="attachment-36x36 size-36x36" alt="Olivier Blanchard" itemprop="image" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-48x48.png.webp 48w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-500x500.png.webp 500w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-300x300.png.webp 300w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-120x120.png.webp 120w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-150x150.png.webp 150w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-70x70.png.webp 70w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-74x74.png.webp 74w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-100x100.png 100w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-24x24.png.webp 24w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-96x96.png.webp 96w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard.png.webp 512w" sizes="(max-width: 36px) 100vw, 36px"/>
Olivier Blanchard

December 14, 2023

Futurum Tech Webcast

The Futurum Group at Marvell’s Industry Analyst Day 2023 with Loi Nguyen, PhD – Futurum Tech Webcast

The Futurum Group’s Daniel Newman is joined by Marvell Technology’s Loi Nguyen, to discuss how Marvell’s Optical business has changed under the influence of AI, including bandwidth, power and the...

<img width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-48x48.png.webp" class="attachment-36x36 size-36x36" alt="" itemprop="image" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-48x48.png.webp 48w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-500x500.png.webp 500w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-300x300.png.webp 300w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-120x120.png.webp 120w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-150x150.png.webp 150w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-70x70.png.webp 70w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-100x100.png 100w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-24x24.png.webp 24w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-96x96.png.webp 96w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman.png.webp 512w" sizes="(max-width: 36px) 100vw, 36px"/>
Daniel Newman

December 14, 2023

Futurum Tech Webcast

Accelerated Infrastructure: Building a Backbone for AI — The Futurum Group at Marvell’s AI Day

The Futurum Group’s Daniel Newman is joined by Marvell Technology’s Raghib Hussain for a conversation on generative AI, accelerated infrastructure, and the evolution of data center architecture during Marvell’s Industry...

<img width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-48x48.png.webp" class="attachment-36x36 size-36x36" alt="" itemprop="image" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-48x48.png.webp 48w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-500x500.png.webp 500w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-300x300.png.webp 300w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-120x120.png.webp 120w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-150x150.png.webp 150w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-70x70.png.webp 70w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-100x100.png 100w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-24x24.png.webp 24w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-96x96.png.webp 96w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman.png.webp 512w" sizes="(max-width: 36px) 100vw, 36px"/>
Daniel Newman

December 5, 2023

Video Research Note

NVIDIA Q3 Earnings

The Six Five team discusses NVIDIA Q3 Earnings....

<img width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-48x48.png.webp" class="attachment-36x36 size-36x36" alt="" itemprop="image" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-48x48.png.webp 48w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-500x500.png.webp 500w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-300x300.png.webp 300w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-120x120.png.webp 120w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-150x150.png.webp 150w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-70x70.png.webp 70w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-100x100.png 100w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-24x24.png.webp 24w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-96x96.png.webp 96w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman.png.webp 512w" sizes="(max-width: 36px) 100vw, 36px"/>
Daniel Newman

December 4, 2023

Market Coverage

Dell Q3 FY24 Earnings Show Strength in AI Demand But Sluggish Recovery

Olivier Blanchard, Research Director at The Futurum Group, shares his insights on Dell Q3 2024 earnings, which, despite reflecting a sluggish and inconsistent recovery, highlight the importance of generative AI...

<img width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-48x48.png.webp" class="attachment-36x36 size-36x36" alt="Olivier Blanchard" itemprop="image" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-48x48.png.webp 48w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-500x500.png.webp 500w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-300x300.png.webp 300w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-120x120.png.webp 120w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-150x150.png.webp 150w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-70x70.png.webp 70w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-74x74.png.webp 74w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-100x100.png 100w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-24x24.png.webp 24w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-96x96.png.webp 96w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard.png.webp 512w" sizes="(max-width: 36px) 100vw, 36px"/>
Olivier Blanchard

December 1, 2023

Market Coverage

Lenovo and EPOS Unite to Transform Hybrid Work

Craig Durr, Research Director at The Futurum Group, highlights the strategic Lenovo and EPOS partnership as a game-changer in professional audio for hybrid work environments....

<img width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2023/09/Craig-Durr-48x48.webp" class="attachment-36x36 size-36x36" alt="Craig Durr" itemprop="image" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2023/09/Craig-Durr-48x48.webp 48w, https://futurumgroup.com/wp-content/uploads/2023/09/Craig-Durr-500x500.webp 500w, https://futurumgroup.com/wp-content/uploads/2023/09/Craig-Durr-300x300.webp 300w, https://futurumgroup.com/wp-content/uploads/2023/09/Craig-Durr-120x120.webp 120w, https://futurumgroup.com/wp-content/uploads/2023/09/Craig-Durr-150x150.webp 150w, https://futurumgroup.com/wp-content/uploads/2023/09/Craig-Durr-70x70.webp 70w, https://futurumgroup.com/wp-content/uploads/2023/09/Craig-Durr-74x74.webp 74w, https://futurumgroup.com/wp-content/uploads/2023/09/Craig-Durr-100x100.webp 100w, https://futurumgroup.com/wp-content/uploads/2023/09/Craig-Durr-24x24.webp 24w, https://futurumgroup.com/wp-content/uploads/2023/09/Craig-Durr-96x96.webp 96w, https://futurumgroup.com/wp-content/uploads/2023/09/Craig-Durr.webp 512w" sizes="(max-width: 36px) 100vw, 36px"/>
Craig Durr

November 22, 2023

Infrastructure Matters

Future Directions: Quantum’s Myriad Solution – Infrastructure Matters, Insider Edition

In this episode of Infrastructure Matters – Insider Edition, Randy Kerns is joined by Quantum’s Brian Pawlowski, for a conversation on Quantum’s Myriad solution and how it is uniquely offering...

<img width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2023/06/Randy-Kerns-1-48x48.png.webp" class="attachment-36x36 size-36x36" alt="Randy Kerns" itemprop="image" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2023/06/Randy-Kerns-1-48x48.png.webp 48w,https://futurumgroup.com/wp-content/uploads/2023/06/Randy-Kerns-1-500x500.png.webp 500w,https://futurumgroup.com/wp-content/uploads/2023/06/Randy-Kerns-1-300x300.png.webp 300w,https://futurumgroup.com/wp-content/uploads/2023/06/Randy-Kerns-1-120x120.png.webp 120w,https://futurumgroup.com/wp-content/uploads/2023/06/Randy-Kerns-1-150x150.png.webp 150w,https://futurumgroup.com/wp-content/uploads/2023/06/Randy-Kerns-1-70x70.png.webp 70w,https://futurumgroup.com/wp-content/uploads/2023/06/Randy-Kerns-1-74x74.png.webp 74w,https://futurumgroup.com/wp-content/uploads/2023/06/Randy-Kerns-1-100x100.png 100w,https://futurumgroup.com/wp-content/uploads/2023/06/Randy-Kerns-1-24x24.png.webp 24w,https://futurumgroup.com/wp-content/uploads/2023/06/Randy-Kerns-1-96x96.png.webp 96w,https://futurumgroup.com/wp-content/uploads/2023/06/Randy-Kerns-1.png.webp 512w" sizes="(max-width: 36px) 100vw, 36px"/>
Randy Kerns

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