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Category: Hybrid Cloud & Infrastructure

Cisco Builds Its Platform on the Tailwinds of Agentic AI and Secure Networking
June 16, 2025
 

Cisco Builds Its Platform on the Tailwinds of Agentic AI and Secure Networking

Fernando Montenegro, VP and Practice Lead, Cybersecurity at Futurum, shares his/her insights on the main announcements and key trends from Cisco Live US 2025, including agentic AI and secure networking....
Fernando Montenegro
Strengthening the Digital Resilience Journey with Cisco and Splunk - Six Five On The Road
June 13, 2025

Strengthening the Digital Resilience Journey with Cisco and Splunk – Six Five On The Road

Kamal Hathi, SVP & GM at Cisco, joins Patrick Moorhead and Daniel Newman to discuss the powerful synergy between Cisco and Splunk, and the future of digital resilience....
Oracle Delivers Q4 FY 2025 Results With 27% Cloud Growth, RPO Hits $138 Billion
June 12, 2025
 

Oracle Delivers Q4 FY 2025 Results With 27% Cloud Growth, RPO Hits $138 Billion

Keith Kirkpatrick and Daniel Newman at Futurum analyze Oracle’s Q4 FY 2025 earnings, highlighting strong cloud momentum, multicloud adoption, AI-driven demand, and aggressive capacity expansion, positioning Oracle for FY 2026...
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Is NVIDIA Building the Defining Infrastructure for AI-powered Robotics?
June 11, 2025
 

Is NVIDIA Building the Defining Infrastructure for AI-Powered Robotics?

Olivier Blanchard, Research Director at Futurum, shares insights on how NVIDIA’s Isaac GR00T platform and Blackwell systems aim to accelerate humanoid robotics through simulation, synthetic data, and integrated infrastructure....
Olivier Blanchard
Google Expands Sovereign Cloud to Address EU Data Sovereignty Requirements
June 10, 2025
 

Google Expands Sovereign Cloud to Address EU Data Sovereignty Requirements

Daniel Newman, CEO at Futurum, shares insights on Google Cloud’s sovereign cloud expansion, highlighting how new data controls and local partnerships aim to address EU regulatory concerns and customer sovereignty...
Broadcom Q2 FY 2025 Sees Record Revenue, Solid AI and Software Growth
June 10, 2025
 

Broadcom Q2 FY 2025 Sees Record Revenue, Solid AI and Software Growth

Olivier Blanchard and Daniel Newman, at Futurum, explore Broadcom’s strong Q2 FY2025 earnings driven by robust growth in AI networking, VMware-led infrastructure software, and strategic acceleration of custom AI chip...
Olivier Blanchard
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Hybrid Cloud & AI: The Future of Enterprises - Six Five On The Road
June 10, 2025

Hybrid Cloud & AI: The Future of Enterprises – Six Five On The Road

Menaka Sundar, VP at HPE, joins the discussion to share insights into how HPE's hybrid cloud and AI solutions are crafting the future of enterprises....
Six Five Connected with Diana Blass at Dell Tech World: From Data Chaos to AI-Ready—Inside the Enterprise Shift
June 9, 2025

Six Five Connected with Diana Blass at Dell Tech World: From Data Chaos to AI-Ready—Inside the Enterprise Shift

Justin Jones, Spencer Bull, Graham Steen, Christopher M. Sullivan, Mitch Mcleod, and Michael Catrone join Diana Blass to discuss the enterprise shift towards AI readiness, highlighting real-world applications and the...
Diana Blass
HPE Q2 FY 2025 Revenue Tops Estimates on Server and Cloud Gains
June 5, 2025
 

HPE Q2 FY 2025 Revenue Tops Estimates on Server and Cloud Gains

Fernando Montenegro and Krista Case at Futurum examine HPE’s Q2 FY 2025 results, with improved server execution, AI systems traction, and hybrid cloud strength driving upside despite margin pressure and...
Fernando Montenegro
Marvell Q1 FY 2026 Results Driven by Custom Silicon and Data Center Momentum
June 3, 2025
 

Marvell Q1 FY 2026 Results Driven by Custom Silicon and Data Center Momentum

Olivier Blanchard, Research Director at Futurum, unpacks Marvell’s Q1 FY 2026 results, where strong AI demand, custom silicon ramp, and electro-optics gains fuel data center momentum amid cautious sentiment on...
Olivier Blanchard
Dell Q1 FY 2026: Robust AI Server Sales, Guidance Lift Despite EPS Miss
June 3, 2025
 

Dell Q1 FY 2026: Robust AI Server Sales, Guidance Lift Despite EPS Miss

Olivier Blanchard and Daniel Newman of Futurum explore how Dell’s record AI server momentum and rising backlog are fueling its infrastructure lead, even as consumer softness delays broader PC refresh...
Olivier Blanchard
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Modern Data Protection for Modern Threats A Strategic Blueprint for Cyber Resilience
May 30, 2025

Modern Data Protection for Modern Threats: A Strategic Blueprint for Cyber Resilience

In our latest market brief, Modern Data Protection for Modern Threats: A Strategic Blueprint for Cyber Resilience, written in collaboration with Quantum, Futurum outlines how IT leaders can move beyond...
Krista Case

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