On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings from NVIDIA, Salesforce, Dell, Pure Storage, and HP, as well as insights from VMware...
Olivier Blanchard, Research Director with The Futurum Group, digs into Dell’s Q2 FY2025 earnings. In focus: How growing demand for AI solutions and Dell’s partnership with NVIDIA are already producing...
In our latest research report, Boost Efficiencies and Optimize Performance with Turnkey AI Enterprise Solutions, we examine how organizations can plan and build private AI solutions and why private AI...
The Futurum Group’s Daniel Newman and Keith Kirkpatrick share their insights on Salesforce's Q2 FY25 financial performance, highlighting the company's AI advancements, strong revenue growth, and cloud expansions that drove...
Paul Nashawaty highlights Broadcom’s strategic investments post-acquisition of Tanzu, suggesting that VMware could similarly benefit from a focused, long-term innovation strategy under Broadcom’s ownership....
Steven Dickens highlights how IBM's Telum II processor marks a significant leap forward in mainframe technology, particularly for transactional AI workloads. The advanced cache architecture, designed to optimize performance for...
Marvell, GlobalFoundries, Google, CrowdStrike, Intel, and OpenAI are advancing their positions in the competitive technology landscape. In their latest Six Five webcast, Patrick Moorhead and Daniel Newman discuss strategic partnerships,...
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