Category: Data Center

Hewlett Packard Enterprise Reports Q3 2024 Revenue Growth Driven by AI and Cloud
September 12, 2024

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

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...
Oracle Q1 FY2025 Results: OCI and AI Drive Growth in Industry-Specific Solutions
September 10, 2024

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

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)...
Dell Q2 FY 2025 Earnings Deliver Record Server and Networking Revenues
September 3, 2024

Dell Q2 FY 2025 Earnings Deliver Record Server and Networking Revenues

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...
Solidigm Expands SSD Portfolio and Ups the Focus on the AI Data Pipeline
August 27, 2024

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...
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....

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