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....
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...
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...
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...
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....
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...
The Futurum Group’s Daniel Newman, Olivier Blanchard, and Steven Dickens share insights on the Lenovo Q2 FY 2024 earnings, which strengthen the argument for an accelerating sector-wide recovery and highlight...
Randy Kerns, Senior Strategist at The Futurum Group, shares information on a recent Cohesity announcement of software integration with Amazon Bedrock to bring AI capabilities into its multicloud data platform...
The Futurum Group’s Daniel Newman is joined by Quantum’s CEO, Jamie Lerner, for a conversation on how Quantum is solving the challenges of data management for today’s business....
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