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...
Nick Patience, AI Practice Lead at The Futurum Group, examines the strategic partnership between SAP and Databricks that combines SAP's enterprise data assets with Databricks' data platform capabilities through SAP...
Camberley Bates, Keith Townsend, and Dion Hinchcliffe share a conversation on whether hyperscalers can keep up with AI demand and the efficiency of new LLM releases....
Jay Subramanian, GM of Core Storage Platforms at Hitachi Vantara, joins Daniel Newman to discuss how AI and telemetry are key to achieving sustainability in IT....
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...
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....
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....
Olivier Blanchard, Research Director at The Futurum Group, analyzes Coherent’s Q2 FY 2025 earnings, highlighting record networking revenue fueled by AI data center demand, telecom recovery, and margin expansion....
The Futurum Group’s Krista Case and Camberley Bates analyze Hammerspace’s 10x growth and Tier 0 storage, which eliminates GPU bottlenecks. Can its expansion and innovation reshape AI infrastructure?...
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