Category: High Performance Computing

Dell Q2 2024 Earnings- Growth Points to End of Post-COVID Slump
Daniel Newman and Olivier Blanchard

Dell Q2 2024 Earnings: Growth Points to End of Post-COVID Slump

Positive Sequential Growth Signals Rebound for PCs and Improving Demand for AI-Driven Infrastructure
Daniel Newman and Olivier Blanchard, analysts at The Futurum Group, share their insights on Dell’s Q2 2024 earnings, which suggest an improving demand environment for PCs and AI-driven infrastructure.
IBM Is Building an AI Center of Competence With Wintershall Dea
Todd R. Weiss

IBM Is Building an AI Center of Competence With Wintershall Dea

New Center With the European Oil and Gas Company Is Designed to Promote the Scaling and Use of AI Technologies Inside Enterprises
Todd R. Weiss, Senior Analyst at The Futurum Group, shares his insights about IBM building an AI Center of Competence with European oil and gas vendor Wintershall Dea to empower enterprise AI users and help scale enterprise AI projects.
Daniel Newman and Todd R. Weiss

Honeywell Revenue Hits $8.9B in Q1 2023, Beating Estimates

The Futurum Group Analysts Daniel Newman and Todd R. Weiss share their insights as Honeywell revenue hits $8.9B in Q1 2023, beating estimates as the diverse aerospace, defense, and controls products vendor released its latest earnings results.
Daniel Newman

Alphabet Announces Q1 FY23 Results: Search and Cloud Lift Performance as Google Preps for AI Battles

The Futurum Group's Daniel Newman and Ron Westfall assess why Google is making the strategic moves necessary to meet macroeconomic uncertainties during 2023. Google’s strategic AI moves indicate that it is fully prepared to counter the looming Microsoft-backed ChatGPT threat as well as other AI competitive threats and make AI integral to invigorating revenue streams across its portfolio including Search and Cloud.
Daniel Newman and Todd R. Weiss

IBM Q1 Revenue Hits $14.3B, up 0.4% YoY, EPS Beats Estimates

The Futurum Group analysts Daniel Newman and Todd R. Weiss share their insights as IBM Q1 revenue hits $14.3B, up 0.4% YoY, and EPS beats estimates as Big Blue continues to see its AI and hybrid cloud strategies playing out well in the market, with IBM maintaining a solid financial performance against a still-difficult macroeconomic environment around the world.
Todd R. Weiss

Weather Supercomputer by Fujitsu Monitors Heavy Rains in Japan

Futurum analyst Todd R. Weiss writes that a weather supercomputer by Fujitsu monitors heavy rains in Japan that are causing powerful linear rain bands that typically produce dangerous flooding and landslides, helping to protect residents from death or injury.
Daniel Newman

Dell Tech Earnings

The Six Five team discusses Dell Tech's latest earnings.
Daniel Newman

Honeywell Revenue Hits $9.2B in Q4, up 6% from Q4 2021

Futurum analysts Daniel Newman and Todd R. Weiss provide their insights as Honeywell revenue hits $9.2B in Q4, up 6% from Q4 2021, as the diversified technology and consumer products vendor unveils solid Q4 and FY2022 earnings numbers.
Daniel Newman

IBM-AWS Software Agreement: Alliance Update with IBM’s Tom Rosamilia – The Six Five In the Booth

The Six Five In The Booth at AWS re:Invent 2022. Patrick Moorhead and Daniel Newman sit down with Tom Rosamilia, SVP of Software, IBM.
Daniel Newman

NVIDIA & Azure Supercomputer

The Six Five team discusses NVIDIA & Azure Supercomputer.
Todd R. Weiss

Pure Storage Bolsters Portworx Enterprise Managed Kubernetes

Futurum analyst Todd R. Weiss explains how Pure Storage bolsters Portworx Enterprise managed Kubernetes, adding a data plane overlay that makes it easier for enterprises to run their business-critical Kubernetes applications atop any Kubernetes platform and with any storage system.
Todd R. Weiss

Groq: A Single Core Design Enabling Higher Compute Performance

In our latest research brief, Groq: A Single Core Design Enabling Higher Compute Performance — done in partnership with Groq — we analyze how their technology can help enterprises and other organizations improve compute power, reduce uncertainly, and deliver vastly better performance for their most demanding workloads.
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