Ron Westfall, Research Director at The Futurum Group, shares insights on why Nokia CNS and Bell Labs are driving the portfolio innovation key to enable CSP and enterprise transformation of...
Ron Westfall, Research Director at The Futurum Group, shares insights on why Intel possesses the key portfolio building blocks, such as AI accelerators, edge computing expertise, and a legacy of...
Ron Westfall, Research Director at The Futurum Group, shares insights on why Marvell is making significant strides in advancing its interconnect portfolio to support scale-up and scale-out fabrics, particularly for...
Ron Westfall, Research Director at The Futurum Group, shares insights on why Selector is earning more trust and greater customer traction in the adoption and scaling of its AIOps solutions...
Ron Westfall, Research Director at The Futurum Group, shares insights on why Versa Sovereign SASE provides a transformative deployment strategy, merging a top-tier security and networking platform with adaptable deployment...
Futurum’s Ron Westfall examines how AI portfolio development and marketing moves by key players HPE, Cisco, Ericsson, and Rakuten Symphony will play a more integral role in the overall success...
Ron Westfall, Research Director at The Futurum Group, shares insights on Solidigm’s cold-plate-cooled SSD, developed with NVIDIA to enable fanless, liquid-cooled AI server infrastructure and meet surging demand driven by...
Olivier Blanchard, Research Director at The Futurum Group, analyzes Coherent’s 793nm pump laser diode, a breakthrough in Thulium fiber laser efficiency....
Futurum’s Ron Westfall examines how cybersecurity portfolio development and marketing moves by key players Deutsche Telekom, Vodafone, IBM, Palo Alto, AWS, Nokia, and Microsoft will play a more integral role...
Richard Gordon and Daniel Newman at The Futurum Group break down Broadcom’s Q1 FY 2025 earnings, highlighting AI semiconductor growth, hyperscaler demand for XPUs, and VMware’s software transition driving 25%...
Richard Gordon and Daniel Newman analyze Marvell’s Q4 FY 2025 earnings, highlighting AI growth, custom silicon momentum, and evolving semiconductor trends amid rising demand for efficiency-focused AI models....
Ron Westfall and Daniel Newman at The Futurum Group analyze HPE’s Q1 FY 2025 earnings, highlighting AI-driven server growth, GreenLake expansion, margin pressures, weak guidance, cost cuts, and Juniper deal...
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