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Category: Data Infrastructure

Lenovo FY Q1: Hybrid AI Opportunity Delivers Profitability and Growth Across All Segments
Olivier Blanchard
Olivier Blanchard

Lenovo FY Q1: Hybrid AI Opportunity Delivers Profitability and Growth Across All Segments

Lenovo’s Infrastructure Solutions Group Posts Record Revenues as Demand for AI Continues to Grow
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 yielding impressive YoY growth at scale across its three main business segments.
Coherent Q4 2024 Financial Results Driven by AI and OLED Market Growth
Ron Westfall

Coherent Q4 2024 Financial Results Driven by AI and OLED Market Growth

Coherent Sees Strong Q4 Growth in AI-Driven Datacom and OLED Markets, Bolstered by Strategic Innovation and Robust Product Demand
Ron Westfall, Research Director at The Futurum Group, shares insights on Coherent Corp.’s Q4 2024 financial results, highlighting the company’s strategic growth in AI-driven Datacom transceivers and OLED markets. Discover how these factors influenced Coherent’s performance.
The Main Scoop, Episode 25: Driving Business Value Through IT Investment Strategies
Daniel Newman

The Main Scoop, Episode 25: Driving Business Value Through IT Investment Strategies

Patrick Moorhead, founder and CEO at Moor Insights & Strategy, joins The Main Scoop, sharing his insights on current IT trends and investment strategies, and the enduring relevance of mainframes in modern infrastructure.
AI Integration in Data Environments Is Crucial for Scalable Deployments
Camberley Bates
Camberley Bates & Steven Dickens

AI Integration in Data Environments Is Crucial for Scalable Deployments

Camberley Bates and Steven Dickens emphasize the importance of integrating AI into existing data environments, highlighting how Cloudera shift to AI-centric, cloud-based platforms is crucial for enterprises looking to leverage their data more effectively. They point out that these advancements in metadata management and security are essential for achieving scalable and secure AI deployments.
NetApp Wins Microsoft Global Partner of the Year
Camberley Bates
Camberley Bates

NetApp Wins Microsoft Global Partner of the Year

Camberley Bates, Chief Technology Advisor at The Futurum Group, highlights NetApp's achievement as Microsoft Global Partner of the Year, showcasing its unique status and strategic partnerships across major cloud platforms.
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.
Marvell Unveils Structera CXL Solutions to Meet Hyperscaler Memory Needs
Camberley Bates
Camberley Bates & Ron Westfall

Marvell Unveils Structera CXL Solutions to Meet Hyperscaler Memory Needs

Marvell Unveils Structera CXL Product Line Using Near-Memory Accelerator and Memory Expansion Innovations to Meet Memory Challenge Across Cloud Data Centers
Camberley Bates and Ron Westfall examine why the Structera product line launch underscores Marvell’s commitment to directly addressing the server memory bandwidth and capacity challenges faced by modern data centers and cloud environments.
VAST Data’s AI Vision, Supported by Breakthrough Technology and Customer Perspectives - Six Five On the Road
Daniel Newman

VAST Data’s AI Vision, Supported by Breakthrough Technology and Customer Perspectives – Six Five On the Road

Renen Hallak, CEO at VAST Data, joins Daniel Newman and Patrick Moorhead to share insights on propelling AI forward with breakthrough technologies and enriching customer perspectives.
Pure Storage Invests in Ceramic Data Storage Company, Cerabyte
Krista Case
Krista Case

Pure Storage Invests in Ceramic Data Storage Company, Cerabyte

Partnership Delivers Sustainable, Immutable Solutions for Long-Term Data Retention and Archiving
Krista Case, Research Director at The Futurum Group shares her insights on Pure Storage’s investment in the ceramic-based data storage company, Cerabyte.
AMD and Solidigm Power the Open AI Ecosystem - Six Five On the Road
Keith Townsend
David Nicholson & Keith Townsend

AMD and Solidigm Power the Open AI Ecosystem – Six Five On the Road

Robert Hormuth and Mark Orthodoxou from AMD join Keith Townsend and Dave Nicholson to share their insights on AMD and Solidigm's efforts to empower the open AI ecosystem, highlighting the significance of collaboration and innovation in this rapidly evolving field.
Facebook to Rival AWS, Microsoft, and Google in the Public Cloud?
Steven Dickens

Facebook to Rival AWS, Microsoft, and Google in the Public Cloud?

Steven Dickens at The Futurum Group commented that the speculation around Meta's potential entry into the public cloud market highlights both opportunities and significant challenges. While Meta has the infrastructure and scale to rival AWS, Microsoft, and Google, its history of data privacy issues presents a substantial hurdle in gaining the trust of enterprises seeking secure cloud solutions.
Google Cloud - Q2 Earnings Deep Dive
Steven Dickens

Google Cloud – Q2 Earnings Deep Dive

Steven Dickens from The Futurum Group highlights Google's impressive cloud revenue growth, emphasizing its strategic focus on leveraging AI and vast data resources to differentiate itself from competitors. He notes that significant investment in infrastructure is essential for Google to maintain its competitive edge and capitalize on the growing demand for AI-driven cloud services.
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