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Category: Data Infrastructure

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.
Dell and Broadcom Deliver Scale - Out AI Platform for Industry
Randy Kerns
Russ Fellows
Randy Kerns & Russell Fellows

Dell and Broadcom Deliver Scale-Out AI Platform for Industry

In our latest Lab Insight Report, Dell and Broadcom Deliver Scale-Out AI Platform for Industry, done in partnership with Dell, The Futurum Group Lab team outlined Dell PowerEdge Servers coupled with the Broadcom Ethernet NICS to provide the high-speed inter-node communications required with distributed computing and accelerated LLM training.
AMD Q3 2023 Earnings Signal PC Segment Recovery, Broadening AI Reach
Olivier Blanchard
Olivier Blanchard

AMD Q3 2023 Earnings Signal PC Segment Recovery, Broadening AI Reach

AMD Q3 2023 Earnings Point to a Normalizing Chip Market and Strong Tailwinds for AI
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on why AMD’s Q3 2023 numbers signal an accelerating recovery for the PC market and strong AI-accelerated potential for AMD across all segments.
Nutanix Preps for VMware Takeover, Generative AI Wave
Dave Raffo

Nutanix Preps for VMware Takeover, Generative AI Wave

HCI Pioneer’s Goal Is to Run Data and Apps Anywhere and Everywhere
Dave Raffo, Senior Analyst at The Futurum Group, looks at the strategy Nutanix laid out at its analyst day about becoming a data platform company, competing with VMware after the Broadcom deal, and helping customers run generative AI.
Earnings and Events Season Recap - Infrastructure Matters Episode 18
Camberley Bates
Krista Case
Steven Dickens, Camberley Bates & Krista Case

Earnings and Events Season Recap – Infrastructure Matters Episode 18

The Futurum Group’s Camberley Bates, Steven Dickens and Krista Macomber provide an earnings and events season recap with highlights from NetApp Insight, Lenovo Tech World with discussions on AI, data security, and modern data architecture.
NetApp Gets Insightful on Generative AI, Cyber Recovery
Krista Case
Dave Raffo & Krista Case

NetApp Gets Insightful on Generative AI, Cyber Recovery

New Block Storage, Guarantees, and Security Highlight Launches
Dave Raffo and Krista Macomber of The Futurum Group share their insights on NetApp Insight 2023, the storage vendor’s first live user show since 2019. To no one’s surprise, NetApp focused on the hot trends of generative AI and ransomware protection.
Evolutions in Enterprise Storage and AI for Data Protection - Infrastructure Matters Episode 17
Krista Case
Steven Dickens & Krista Case

Evolutions in Enterprise Storage and AI for Data Protection – Infrastructure Matters Episode 17

Hosts Krista Macomber and Steven Dickens discuss the latest trends in semiconductor innovation and the rise of custom silicon. They also discuss the implications of this innovation and use cases, including autonomous vehicles, AI, and edge computing.
Talking Cloud Cost Economics with Senior Strategist Randy Kerns - Infrastructure Matters, Episode 16
Krista Case
Randy Kerns
Krista Case & Randy Kerns

Talking Cloud Cost Economics with Senior Strategist Randy Kerns – Infrastructure Matters, Episode 16

The Futurum Group’s Randy Kerns and Krista Macomber discuss how to most cost-effectively use cloud infrastructure based on deep economic analysis and engagements with IT practitioners.
Today’s Business Challenges Need a New Approach for Data Management - Futurum Tech Webcast
Daniel Newman

Today’s Business Challenges Need a New Approach for Data Management – Futurum Tech Webcast

The Futurum Group’s Daniel Newman is joined by Quantum’s CEO, Jamie Lerner, for a conversation on how Quantum is solving the challenges of data management for today’s business.
Infrastructure Complexity: Bridging the Gap Between IT Operations and Security - Infrastructure Matters Episode 15
Krista Case
Steven Dickens & Krista Case

Infrastructure Complexity: Bridging the Gap Between IT Operations and Security – Infrastructure Matters Episode 15

Steven Dickens and Krista Macomber covered the intersection of data protection and security, including announcements from Veeam, Nutanix, and Telesign, as well as highlights from research with C-Level leadership.
Is the tech industry restructuring for the next wave of success? - Infrastructure Matters - Episode 14
Krista Case
Camberley Bates
Steven Dickens, Krista Case & Camberley Bates

Is the Tech Industry Restructuring for the Next Wave of Success? – Infrastructure Matters – Episode 14

Steven Dickens, Krista Macomber and Camberley Bates cover HPE's restructuring to focus on hybrid cloud services, Cisco's acquisition of Splunk and its implications, the significance of custom silicon in AI, and the growing collaboration between security and data protection teams.
Thales Teams With Intel To Secure On-Premises and Cloud Data
Dave Raffo & Steven Dickens

Thales Teams With Intel To Secure On-Premises and Cloud Data

Confidential Computing Collaboration Facilitates Steps Toward Zero Trust in Public Cloud Environments
Dave Raffo and Steven Dickens of The Futurum Group share insights about the Thales-Intel collaboration and how it can help push customers in highly regulated industries toward a zero trust architecture.
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