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Category: Data Center

Infrastructure Silicon for Accelerated Computing - Six Five Insider at Marvell Industry Analyst Day 2023
Daniel Newman

Infrastructure Silicon for Accelerated Computing – Six Five Insider at Marvell Industry Analyst Day 2023

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 at Marvell's Industry Analyst Day 2023 with Sandeep Bharathi - Futurum Tech Webcast
Ron Westfall

The Futurum Group at Marvell’s Industry Analyst Day 2023 with Sandeep Bharathi – Futurum Tech Webcast

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.
Semtech Q3 FY 2024 Earnings
Olivier Blanchard
Olivier Blanchard

Semtech Q3 FY 2024 Earnings

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 at Marvell's Industry Analyst Day 2023 with Loi Nguyen, PhD - Futurum Tech Webcast
Daniel Newman

The Futurum Group at Marvell’s Industry Analyst Day 2023 with Loi Nguyen, PhD – Futurum Tech Webcast

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.
Accelerated Infrastructure: Building a Backbone for AI — The Futurum Group at Marvell's AI Day
Daniel Newman

Accelerated Infrastructure: Building a Backbone for AI — The Futurum Group at Marvell’s AI Day

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.
NVIDIA Q3 Earnings
Daniel Newman

NVIDIA Q3 Earnings

The Six Five team discusses NVIDIA Q3 Earnings.
Dell Q3 FY24 Earnings Show Strength in AI Demand But Sluggish Recovery
Olivier Blanchard
Olivier Blanchard

Dell Q3 FY24 Earnings Show Strength in AI Demand But Sluggish Recovery

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.
Craig Durr
Craig Durr

Lenovo and EPOS Unite to Transform Hybrid Work

The Unique Partnership Will Leverage EPOS’s Advanced Audio Technology in Today’s Increasingly Challenging Hybrid Work Scenarios
Craig Durr, Research Director at The Futurum Group, highlights the strategic Lenovo and EPOS partnership as a game-changer in professional audio for hybrid work environments.
Future Directions: Quantum's Myriad Solution - Infrastructure Matters, Insider Edition
Randy Kerns
Randy Kerns

Future Directions: Quantum’s Myriad Solution – Infrastructure Matters, Insider Edition

In this episode of Infrastructure Matters – Insider Edition, Randy Kerns is joined by Quantum’s Brian Pawlowski, for a conversation on Quantum’s Myriad solution and how it is uniquely offering solutions to customer data challenges.
Veeam Analyst Summit 2023 Highlights
Randy Kerns
Randy Kerns

Veeam Analyst Summit 2023 Highlights

The Company Gathered Analysts to Share Strategy, Successes, and Upcoming Product Releases
Randy Kerns, Senior Strategist at The Futurum Group, shares information on the recent Veeam Analyst Summit.
Lenovo Q2 FY 2024 Earnings
Olivier Blanchard
Daniel Newman, Olivier Blanchard & Steven Dickens

Lenovo Q2 FY 2024 Earnings

Strong Lenovo Q2 FY 2024 Earnings Boosted by Storage, Services, and AI as Primary Growth Drivers
The Futurum Group’s Daniel Newman, Olivier Blanchard, and Steven Dickens share insights on the Lenovo Q2 FY 2024 earnings, which strengthen the argument for an accelerating sector-wide recovery and highlight storage, AI, and hybrid IT solutions as Lenovo growth drivers.
Early Access for Cohesity Turing Integration with Amazon Bedrock
Randy Kerns
Randy Kerns

Early Access for Cohesity Turing Integration with Amazon Bedrock

Integration with Amazon Bedrock to Bring New Foundational Models and Data Insights
Randy Kerns, Senior Strategist at The Futurum Group, shares information on a recent Cohesity announcement of software integration with Amazon Bedrock to bring AI capabilities into its multicloud data platform and solutions.
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