GlobalFoundries Q1 2024 Delivered Beats on Top and Bottom Results Gaining Momentum from Mobility Recovery and GenAI-Fueled Power Management Demand
The Futurum Group’s Ron Westfall and Daniel Newman examine GlobalFoundries’ solid Q1 2024 results due to funding from the US Department of Commerce and New York State that enables the company to expand and build new manufacturing capacity.
IBM’s Adaptive Strategies and Its Collaboration with AWS Are Likely to Set New Standards in the Industry
The Futurum Group’s Steven Dickens emphasizes that the strategic partnership between IBM and AWS marks a pivotal evolution in cloud computing, enabling a significant expansion of IBM's software offerings across a global stage.
Amazon’s First Quarter Earnings Blend Robust Growth and Competitive Dynamics
The Futurum Group’s Daniel Newman and Steven Dickens note Amazon's Q1 2024 earnings and discuss the company’s expansion into retail, advertising, and cloud computing as a masterclass in market disruption.
Learn more about the ever-changing mainframe talent acquisition, skill development, and industry trends in our upcoming Research Report. Explore the complex talent flow funnel to learn about the interests and capabilities of students who are specializing in mainframes.
Oracle Databases 23ai Unleashes Breakthrough Enterprise AI Capabilities Across AI Vector Search, App Dev Acceleration, and Mission-Critical Data Domains
The Futurum Group’s Ron Westfall and Steven Dickens examine why Oracle's comprehensive suite of enhancements in Oracle Database 23ai positions it uniquely in the marketplace.
In our latest offering, Market Insight Report: AI RAN, focuses on the nascent AI RAN market, sharpening the definition of the category’s addressable market and market sizing data specific to the AI RAN market segment as it evolves.
In our latest deliverable, Market Insight Report: Industrial IoT Platform 2024 assesses the state of the IIoT platform market in 2024 and the integral role IIoT solutions play in enabling organizations to improve operational efficiency and business outcomes by ensuring granular and detailed data in real-time.
In this episode of Infrastructure Matters, hosts Steve Dickens and Camberley Bates take on earnings, IPOs and business growth: Rubrik, IBM, Google, and Oracle.
Lattice Semiconductor Q1 2024 Experienced Broad Declines Battling Industry Cyclical Headwinds But Robust Margins Show Solid Positioning for Long-Term Gains
The Futurum Group’s Ron Westfall and Daniel Newman review Lattice Semiconductor’s Q1 2024 results and why it remains the FPGA player to watch in the low and mid-tier segments of the market.
The Acquisition of OpenText’s AMC Business Enhances Rocket Software’s Position as a Leader in the Mainframe Modernization Space
Steven Dickens, Vice President and Practice Lead at The Futurum Group, provides insights on the transformative impact of Rocket Software’s recent acquisition of OpenText’s Application Modernization and Connectivity division.
NVIDIA AI Enterprise on Oracle Cloud Infrastructure Supercluster Sets a New Standard for Governmental Digital Transformation
Steven Dickens, VP and Practice Leader, comments on the strategic importance of Oracle's integration of NVIDIA AI Enterprise into Oracle’s U.S. Government Cloud, which supercharges their sovereign cloud capabilities.
