Category: Hybrid Cloud, Infrastructure, and Operations

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss the tech news stories that made headlines this week including Marvell buys Innovium, NVIDIA Advances Instant AI, Intel Provides Its Multi-Year Roadmap and more topics you won't want to miss.
Futurum Research Senior Analyst, Steven Dickens provides his take on Q2 earnings from industry veteran Teradata. In a congested market with formidable competitors, Teradata is making a pivot from on-premises deployments to a hybrid cloud model. Can they make the pivot quickly enough to remain a market leader?
Marvell buys Innovium for $1.1 billion swiftly adding Innovium’s cloud-scale date center semiconductor assets to augment its overall Ethernet switch semiconductor portfolio. Futurum’s Ron Westfall examines why the Marvell’s acquisition of Innovium strengthens Marvell’s competitive hand in the Ethernet switching chip market segment and channel presence in meeting burgeoning hyperscaler demand for high-speed cloud scale networking capabilities.
Futurum’s Steven Dickens provides his take on news of the partnership between Red Hat and HCI provider Nutanix and what this might mean for the increasingly complex cloud landscape. This partnership looks to bring choice and deployment simplification to the company’s respective customers.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss all things earnings related from Qualcomm, Microsoft, AMD, Google, Amazon and Poly.
Futurum Research Senior Analyst, Steven Dickens provides his take on what appears to be indicative of Amazon exploring crypto. A recent job listing by Amazon and what this could mean for the innovative global retailer and cloud provider has the cryptocurrency and Blockchainworld going a bit crazy. As the global landscape for money transforms, nations states issue digital currencies and Bitcoin continues its path to wider adoption, it’s interesting to consider when and how Amazon will respond.
SAS Institute, best known as SAS Software announced a plan to go public by 2024 in search of greater talent and a long-term succession plan.
Citrix saw its critics come out after a down revenue quarter and slowing growth, but it has a brighter future if it can make its ARR pivot.
The market reaction to Amazon: Only in these times would 27% growth for a company doing over a $100 billion a quarter be frowned upon.

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