The Extended Collaboration Addresses the Growing Demand for High-Density, Power-Efficient SSD Storage
Camberley Bates, VP & Practice Lead at The Futurum Group, analyzes how Solidigm’s extended partnership with Broadcom ensures high-capacity SSD controllers for AI, supporting efficient, scalable storage as AI infrastructure demand grows.
AI Acceleration and Hybrid Infrastructure Strategy Lift Lenovo’s Earnings
Olivier Blanchard, Research Director with The Futurum Group, analyzes Lenovo’s Q3 FY2025 earnings, highlighting AI-driven growth in ISG, premium PC momentum in IDG, and sustained double-digit expansion in SSG.
Strong Demand From Webscale and Enterprise Segments Positions Cisco for Continued AI-Driven Growth
Ron Westfall, Research Director at The Futurum Group, shares insights on Cisco’s Q2 FY 2025 results, focusing on AI infrastructure growth, Splunk’s impact on security, and innovations like AI PODs and HyperFabric driving future opportunities.
Andi Gutmans, VP & GM of Databases at Google Cloud, and Karan Batta, SVP of Oracle Cloud Infrastructure, join Patrick Moorhead to share their insights on leveraging the best of Oracle Database and Google Cloud for organizational growth. This collaboration aims to provide enhanced data management solutions.
AWS Continues to Scale as Amazon Accelerates AI Investments, While Same-Day Delivery Expansion and Cost Control Drive Retail Profitability
Olivier Blanchard, Research Director with The Futurum Group, analyzes Amazon’s Q4 2024 earnings, highlighting AWS growth amid supply constraints, the expansion of same-day delivery, and advertising monetization.
OpenText Shifts Focus to Growth After Margin-Driven Execution, With AI and Cloud Leading the Strategy
Keith Kirkpatrick, Research Director at The Futurum Group, examines OpenText’s Q2 FY 2025 results, highlighting strong profitability, record cloud bookings, and a strategic pivot toward AI-driven growth.
Camberley Bates, Keith Townsend, and Dion Hinchcliffe share their insights on IBM's resurgence, Intel's hurdles, and the intriguing developments of DeepSeek technology, outlining the potential impacts on the industry.
The Futurum Group’s latest research report, HPE Private Cloud AI with NVIDIA AI Computing by HPE: Essential to Accelerating GenAI Industrial Transformation, completed in partnership with HPE and NVIDIA, assesses why HPE Private Cloud AI directly addresses the top challenges enterprises face in adopting AI across their entire organization.
In our latest brief, Unlocking the Power of Private Cloud With NVIDIA AI Computing by HPE: A Smarter Approach, completed in partnership with HPE and NVIDIA, delves into HPE’s Private Cloud AI, which offers enterprises a turnkey solution that eliminates the complexities of a DIY approach while accelerating AI adoption.
Gagan Gulati, GM at NetApp, joins Daniel Newman to share his insights on the critical findings from the NETAPP–FUTURUM GROUP CYBER RESILIENCE STUDY, highlighting the need for advanced cybersecurity strategies in facing modern threats.
Dion Hinchcliffe, Camberley Bates, and Keith Townsend share insights on Lenovo and NetApp's strategic directions, the federal government's evolving approach to cybersecurity, and forward-looking predictions for the tech industry.