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Category: Digital Transformation

Marvell Right Sizes AEC Connections to Meet New AI Acceleration Demands
Ron Westfall

Marvell Right Sizes AEC Connections to Meet New AI Acceleration Demands

Marvell Unveils Alaska A 1.6T PAM4 DSP Aimed at Right Sizing AECs to Fulfill the Fast-Growing AI Accelerator Bandwidth Demands in Cloud Data Centers
The Futurum Group’s Ron Westfall assesses why the Alaska A 1.6T PAM4 DSP debut strengthens Marvell’s ability to ensure AI accelerators meet the demands for higher bandwidth 200G/lane interconnects underpinned by the industry-wide migration of copper interconnects from DAC to AEC.
Talking Micron, Microsoft, Google, Lenovo, Synopsys
Daniel Newman

Talking Micron, Microsoft, Google, Lenovo, Synopsys

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Micron Q3FY24 earnings, their first personal impressions on Copilot+ PC, Google kills endless scroll, Lenovo AI announcements, Google updates Vertex AI, and Synopsys at DAC.
Oracle HeatWave GenAI: AI Innovation Without Data Movement or Added Expense
Ron Westfall & Steven Dickens

Oracle HeatWave GenAI: AI Innovation Without Data Movement or Added Expense

Oracle HeatWave GenAI Meets the Clarion Call from Customers to Build Generative AI Applications Without Data Movement, AI Expertise, or Extra Cost
The Futurum Group’s Ron Westfall and Steven Dickens assess why Oracle has done vector processing right with the HeatWave GenAI debut by delivering crystal clear price performance advantages against the competition including relentless vector processing performance that is 30X faster than Snowflake, 18X faster than Google BigQuery, and 15X faster than Databricks, at up to 6X lower cost.
Talking HPE, Pure Storage, Apple, NVIDIA, Microsoft, Dell
Daniel Newman

Talking HPE, Pure Storage, Apple, NVIDIA, Microsoft, Dell

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss HPE Discover 2024, Apple's halt on Vision Pro, Pure Storage Accelerate 2024, the 3 trillion battle - world’s most valuable companies, Dell Tech x.AI Ai deal, and Copilot + PCs ship.
HPE Unveils NVIDIA AI Computing by HPE: Enterprise AI Ascends
Ron Westfall & Steven Dickens

HPE Unveils NVIDIA AI Computing by HPE: Enterprise AI Ascends

HPE and NVIDIA Debut “NVIDIA AI Computing by HPE” Portfolio of Co-Developed AI Solutions Led by HPE Private Cloud AI Aimed at Transforming Enterprise AI
The Futurum Group’s Ron Westfall and Steven Dickens examine why the strengthened NVIDIA partnership enables HPE to deliver a cohesive and integrated AI ecosystem that meets the needs of modern enterprises, helping them harness the full potential of AI while mitigating associated risks.
Oracle Debuts APEX AI Assistant to Unleash Developer-led AI Innovation
Ron Westfall

Oracle Debuts APEX AI Assistant to Unleash Developer-led AI Innovation

Oracle APEX 24.1 Delivers AI-Assisted App Development Enlisting Oracle’s Data Platform and Low Code Acumen to Fuel Mobile and Web App Innovation
The Futurum Group’s Ron Westfall explores that with the introduction of Oracle APEX 24.1, Oracle deftly demonstrates how low code is done right and why GenAI can enable developers to create hardened, mission-critical applications with ease, further spotlighting Oracle’s open and collaborative approach to clouds and application development.
Oracle and Google Cloud Finally Tie the Interconnect Knot
Ron Westfall & Steven Dickens

Oracle and Google Cloud Finally Tie the Interconnect Knot

Oracle and Google Cloud Boost Multi-Cloud Cause with Google Cloud Offering OCI Database Services and Interconnect with Oracle to Meet Huge Customer Demand
The Futurum Group’s Ron Westfall and Steven Dickens assess why OCI and Google Cloud entering their well-anticipated partnership gives customers the choice they prioritize to combine OCI and Google Cloud technologies, which can help accelerate their application migrations and modernization as well as improve business outcomes.
Talking Apple, Broadcom, Adobe, Oracle, Enterprise SaaS, Six Five Summit
Daniel Newman

Talking Apple, Broadcom, Adobe, Oracle, Enterprise SaaS, Six Five Summit

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Apple WWDC24, Broadcom Q2FY24 earnings, Adobe Q2FY24 earnings, Oracle Q4FY24 earnings, enterprise SaaS reset or pause, and Six Five Summit 2024.
Oracle, Microsoft, and OpenAI Form GenAI Power Trio
Ron Westfall & Steven Dickens

Oracle, Microsoft, and OpenAI Form GenAI Power Trio

Oracle, Microsoft, and OpenAI Collaborate to Extend Microsoft Azure AI Platform to OCI to Ensure OpenAI Can Scale Fast-growing Massive LLM Training Demands
The Futurum Group’s Ron Westfall and Steven Dickens explore why the collaboration with OpenAI to extend the Microsoft Azure AI platform to OCI validates that Oracle Gen2 AI infrastructure, underscored by RDMA-fueled innovation, can support and scale the most demanding LLM/GenAI workloads with immediacy.
Oracle Fiscal 2024 Q4 & Full-Year: Cloud and GenAI Uplift Results
Ron Westfall & Steven Dickens

Oracle Fiscal 2024 Q4 & Full-Year: Cloud and GenAI Uplift Results

Oracle Reported Solid FY Q4 and Full-Year Results with GenAI and Multi-Cloud Fueling Record-Breaking Sales Contracts and Huge Boost in Cloud Revenues
The Futurum Group’s Ron Westfall and Steven Dickens review Oracle’s Fiscal 2024 Q4 and Full Year results and how the company is producing competitive groundswells across the global cloud market. The results validate that the company is a vital player in powering innovation and accelerating adoption across the cloud and AI ecosystems as advances in GenAI and multi-cloud move at unparalleled speeds.
Talking Computex, SAP, Cisco, NVIDIA & Microsoft & OpenAI, Lenovo, Lattice Semi
Daniel Newman

Talking Computex, SAP, Cisco, NVIDIA & Microsoft & OpenAI, Lenovo, Lattice Semi

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Computex 2024, Cisco Live 2024, SAP Sapphire Orlando 2024, US investigates NVIDIA, Microsoft, and OpenAI, CEO change at Lattice Semi, and senior leadership change at Lenovo.
Lenovo Takes the Intel Path to Simplify AI Journeys for Businesses
Ron Westfall

Lenovo Takes the Intel Path to Simplify AI Journeys for Businesses

Lenovo Infrastructure Solutions V4 Portfolio Uses Intel Xeon 6 Processors to Make AI Accessible Ecosystem-wide with Right Mix of AI Across XPUs and Assets
The Futurum Group’s Ron Westfall assesses why Lenovo and Intel are advancing their mutual goal of bringing AI everywhere as the new Lenovo Infrastructure Solutions V4 portfolio uses Intel 6 processor breakthroughs to accelerate performance, consolidate IT, and lower power consumption, including especially across demanding AI environments.
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