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...
Nick Patience, VP & AI Practice Lead at The Futurum Group, analyzes the S-1 filing of GPU infrastructure provider CoreWeave; the first step on its path to an IPO....
Olivier Blanchard, Research Director at The Futurum Group, analyzes Dell’s Q4 FY 2025 earnings, highlighting record AI-driven ISG growth, a $9 billion AI backlog, and CSG challenges. With AI server...
Futurum’s Ron Westfall examines how the Qualcomm IBM alliance can spur broader enterprise adoption of on-device inferencing and low-power features key to sustainable GenAI deployment that improves energy efficiencies, performance,...
Camberley Bates, VP & Practice Lead at The Futurum Group, analyzes Pure Storage’s Q4 FY 2025 results, noting sales, subscription growth, AI and cloud gains, and hyperscale progress, amid margin...
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