Search

Category: IT Infrastructure

Steven Dickens, VP and Practice Leader, discusses Broadcom's Q2 2024 performance, driven by strategic investments in AI and the successful integration of VMware.
AMD’s AI-Enabling Solutions Portfolio Gains Traction in All the Right Places
Olivier Blanchard, Research Director at The Futurum Group, shares his insights about AMD’s Q1 2024 earnings and how its investments in AI solutions sets up the company for growth early in the AI disruption cycle.
In this episode of Infrastructure Matters, hosts Krista Macomber, Steven Dickens and Camberley Bates discuss Broadcom's strategic focus with VMware, Dell's partner program adjustments, Teradata's transition to cloud-based offerings, and the market reactions to these changes.
In this episode of Infrastructure Matters, hosts Steven Dickens and Camberley Bates are joined by Stephen Foskett and Keith Townsend, to discuss the evolving landscape of IT infrastructure, focusing on innovation and challenges in the field.
Bloated Inventories Still Saddle Recovery with Growth Asymmetries
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on Semtech Q3 FY 2024 earnings, which point to continued recovery despite asymmetrical drag on hardware demand.
The Futurum Group’s Daniel Newman is joined by Alteryx CIO Trevor Schulze for a conversation on the evolving landscape of IT decision-making, the importance of data analytics in modern IT strategy, and how IT leaders can “future-proof” their strategies by leveraging them.
In this episode of Infrastructure Matters, hosts Krista Macomber, Steven Dickens and Camberely Bates discuss announcements and insights from a number of recent vendor and industry events, including Microsoft Ignite, SuperComputing ’23, and Veeam’s Analyst Summit.
New Block Storage, Guarantees, and Security Highlight Launches
Dave Raffo and Krista Macomber of The Futurum Group share their insights on NetApp Insight 2023, the storage vendor’s first live user show since 2019. To no one’s surprise, NetApp focused on the hot trends of generative AI and ransomware protection.
The LFP Battery Factory Will Make Batteries for Energy Storage Systems Used by Households, Businesses, and Utilities
Todd R. Weiss, Senior Analyst with The Futurum Group, shares his insights on how Honeywell automation plays key roles in a new gigafactory that will make LFP batteries for energy storage for later use by households, businesses, and utilities.
Semtech’s Sequential Growth Earnings Point to Recovery, but Inventory Bloat Offsets Semiconductor Gains With a Drag on Hardware
Olivier Blanchard, Research Director at The Futurum Group, shares insights on Semtech Q2 FY 2024 earnings, which point to recovery in high-margin semiconductors and IoT segments despite inventory bloat continuing to drag on module and router revenue.
The Upcoming Ionic Battery Energy Storage System Will Include Battery Management Through a Partnership With Nuvation Energy
Todd R. Weiss, an analyst with The Futurum Group, shares his insights as Honeywell’s Ionic energy storage is getting built-in battery management through a partnership with Nuvation Energy. Ionic storage systems will be available by early 2024.
With Cloud Block Store, Pure Decouples Storage Software From Its Flash Arrays and Runs It Natively on Azure
Dave Raffo, Senior Analyst at The Futurum Group, looks at how Pure Storage is making Cloud Block Store available for Azure VMware Solutions. This is first block-only storage for AVS.