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Category: Data Center

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.
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 as the major trends we are seeing around repatriation, cost optimization, and generative AI.
The Number of STaaS Options Grew Considerably in 2023 as Major Vendors Significantly Expanded Their Consumption Programs
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.
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 infrastructure silicon for accelerated computing.
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 portfolio development, during Marvell’s Industry Analyst Day Event.
Bloated Inventories Still Saddle Recovery with Growth Asymmetries
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 key technologies enabling these shifts.
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 Analyst Day Event.
Dell Q3 2024 Earnings Feel Like Two Steps Forward, One Step Back But Points to Generative AI Momentum
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 to the company’s growth.