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Category: Data Center

AI Chipsets in Context: Good and Bad News for Vendors
Dr. Bob Sutor
Dr. Bob Sutor

AI Chipsets in Context: Good and Bad News for Vendors

It’s the Best of Times and the Not-So-Good Times for AI Chipset 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, Groq, and Cerebras Systems.
GlobalFoundries Reports Second Quarter 2024 Financial Results
Dr. Bob Sutor
Dr. Bob Sutor

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 Group highlights how GF’s innovative approach is driving sustainable growth.
Dell APEX Cloud Platform for Red Hat OpenShift - Analysis of Operational Efficiency
Russ Fellows

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 of network speed on storage, applications and evaluated the security and cyber resiliency features of Dell Servers with Broadcom NICs.
How AWS Boosted Amazon’s Q2 2024 Earnings
Steven Dickens

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
Ron Westfall

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

Intel’s Q2 2024 Earnings Usher in a $10B Cost Reduction Plan Per Guidance Miss to Bolster Near-term Competitiveness in Key Segments and Land Long Game Strategy
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 boosting competitiveness and long-term strategy.
AMD Q2 2024 Financial Results Highlight Strong Momentum in Data Center and PC Segments
Olivier Blanchard
Olivier Blanchard

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

AMD Reports Record Growth in Data Center and Client (PC) Segments Thanks to Its Growing Portfolio of Competitive AI-Enabling IP
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 segments, with particular attention to the data center and PC segments, where the chipmaker could start capturing market share from rivals NVIDIA and Intel as early as H2 2024.
A Foundation for Scalable Infrastructure — Dell + Broadcom
Russ Fellows

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, applications, and the security and cyber resiliency features of Dell Servers with Broadcom NICs.
Juniper 800GB Ethernet for AI Training
Alastair Cooke

Juniper 800GB Ethernet for AI Training

Reference Architectures, Customer Innovation Labs, and Industry-Standard Ethernet Enable Cost-Effective 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 Innovation Lab.
Row-Scale On-Premises Cloud Infrastructure from Oxide Computer
Alastair Cooke

Row-Scale On-Premises Cloud Infrastructure from Oxide Computer

The Oxide Cloud Computer Platform is a First-Principles Redesign of On-Premises Cloud Infrastructure.
Alastair Cooke, CTO Advisor at The Futurum Group, shares his insights on Oxide Computer’s multi-rack-scale on-premises cloud infrastructure and the innovative approach Oxide brings to tightly integrated server infrastructure hardware design.
HPE Enters the Virtualization Market
Keith Townsend
Keith Townsend

HPE Enters the Virtualization Market

The Futurum Group Chief Technology Advisor, Keith Townsend examines HPE’s entry into the data center hypervisor space and if the solution is mature enough to replace VMware by Broadcom’s market leading solution.
Broadcom Inc. Reports Strong Q2 2024 Earnings with AI and VMware Boost
Steven Dickens

Broadcom Inc. Reports Strong Q2 2024 Earnings with AI and VMware Boost

Steven Dickens, VP and Practice Leader, discusses Broadcom's Q2 2024 performance, driven by strategic investments in AI and the successful integration of VMware.
Lenovo Q4 FY 2324 Insights Growth Accelerates with Hybrid AI Opportunities
Olivier Blanchard
Olivier Blanchard & Steven Dickens

Lenovo Q4 FY 23/24 Insights: Growth Accelerates with Hybrid AI Opportunities

Lenovo’s QoQ and YoY Execution in the Expanding Hybrid, Distributed AI Ecosystem Is Fueling an Accelerating Growth Trajectory Across Its Businesses
Olivier Blanchard, Research Director with the Futurum Group, and Steven Dickens, VP and Practice Lead, share their insights into Lenovo’s Q4 and FY 23/24 earnings and drill down into how the company’s pocket-to-cloud strategy is already working.
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