Microsoft’s AI and Cloud Segments Lead Q1 FY2025 Results, With Record-Breaking Growth but Tempered Investor Response Due to Forward-Looking Guidance
Keith Kirkpatrick, Research Director at The Futurum Group, shares insights on Microsoft’s Q1 FY2025 earnings, where record growth in AI and cloud segments, including Azure OpenAI and Microsoft 365 Copilot, reflects high demand.
Ryan Manning, VP of Product Management at BMC, and Josh Nichols, Sr. Manager Corporate Applications at CoorsTek, Inc., join Steven Dickens to share their insights on BMC's Agentic AI, a cutting-edge solution designed to transform enterprise IT work.
Accelerating Growth Through Focused Innovation in Mainframe Optimization and AI-Driven Service Management
Steven Dickens, Chief Technology Advisor at The Futurum Group, shares insights on BMC Software’s decision to split into two independent companies. The article explores the strategic implications for BMC and BMC Helix, highlighting potential growth in AI-driven service management and mainframe optimization.
Vendor Augments GlobalFoundries Fotonix Catalog with Integrated Photonics Products
Dr. Bob Sutor, Vice President and Practice Lead of Emerging Technologies at The Futurum Group, looks at the announcement by Enosemi regarding GlobalFoundries and explains why this is relevant to quantum computing and networking.
Camberley Bates, Chief Technology Advisor at The Futurum Group, offers insights on Pure Storage’s ESG report, highlighting energy efficiency, reliability, and management tools for IT infrastructure.
In our latest Lab Insight Report, A Foundation for Scalable Infrastructure: Dell + Broadcom, completed in partnership with Dell and Broadcom, we evaluate the impact of network speed on storage, applications, and the security and cyber resiliency features of Dell Servers with Broadcom NICs.
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.
