Category: Infrastructure

Blurring the Traditional Boundaries Between Storage and Compute, VAST Data Hopes to Further Disrupt the Vector Database Market Through Its Unique Approach to Linear Scalability
Brad Shimmin and Stephen Foskett at The Futurum Group examine VAST Data's platform update, evaluating its AI-ready data capabilities and how those will disrupt the broader agentic AI marketplace.
Discover how AI is driving major shifts in tech earnings on this episode of the Six Five Webcast - Infrastructure Matters. Learn about Broadcom's AI-fueled growth, VMware's Private AI Foundation, Salesforce's Agentforce, and the satellite internet race, and the impact of tariffs and the future of AI in business.
Erik Ekudden, CTO at Ericsson, joins Dan Newman and Patrick Moorhead to discuss how 5G is spearheading the next wave of mobile innovations, closely intertwined with AI and Cloud technologies.
Tomer Zelberzvig and Mikhael Liberman from BMC Software join Mitch Ashley to share insights on the shift from tape to hybrid cloud storage in mainframe environments, ensuring compliance and immutable data protection.
Jeff Amann, EVP & GM at Salesforce, alongside analysts Daniel Newman and Patrick Moorhead, dives into how Salesforce Communications Cloud and Agentforce are revolutionizing customer engagement in telecom.
Krista Satterthwaite and Karin Eibschitz Segal join Patrick Moorhead to share insights on HPE's and Intel's collaboration in evolving compute platforms that are not just performant but future-ready.
Explore the cutting edge of AI with Infrastructure Matters. Hosts discuss NVIDIA's Evo2 biology model, AI's impact on drug discovery, and how CIOs are seeing ROI from generative AI. Plus, insights on AI adoption in enterprise IT and the challenges of managing AI-driven innovation.
Keith Townsend and Dion Hinchcliffe discuss Intel's stock, AI ethics, DataRobot's acquisition, SAP and Databricks' partnership, Elon Musk's OpenAI offer, and CIOs' supply chain strategies in AI chips on this insightful Six Five episode.
Camberley Bates, Keith Townsend, and Dion Hinchcliffe share a conversation on whether hyperscalers can keep up with AI demand and the efficiency of new LLM releases.
Jay Subramanian, GM of Core Storage Platforms at Hitachi Vantara, joins Daniel Newman to discuss how AI and telemetry are key to achieving sustainability in IT.
Q2 Revenue and Margin Expansion Driven by AI-Powered Data Center Demand, Telecom Recovery, and Industrial Resilience
Olivier Blanchard, Research Director at The Futurum Group, analyzes Coherent’s Q2 FY 2025 earnings, highlighting record networking revenue fueled by AI data center demand, telecom recovery, and margin expansion.
Experts from Broadcom and partners discuss maintaining mainframe relevance in today's tech landscape, highlighting innovation, integration, and workforce development.

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