Login

Category: Semiconductors, Supply Chain, & Emerging Tech

Talking AMD, ZT Systems, Google, Cisco, Lenovo, HPE & Morpheus Data, Huawei & NVIDIA, Coherent
Daniel Newman

Talking AMD, ZT Systems, Google, Cisco, Lenovo, HPE & Morpheus Data, Huawei & NVIDIA, Coherent

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss AMD’s acquisition of ZT Systems, the DOJ consideration of breaking up Google, Cisco Q4FY24 Earnings, Lenovo Q1FY24/25 Earnings, HPE’s intent to acquire Morpheus Data, Huawei’s Chinese Market chip to compete with NVIDIA, and Coherent Q4FY24 Earnings.
Why The New AI-enabled Pixel 9 Lineup Is Google’s Strongest Play Against Apple Yet
Olivier Blanchard
Olivier Blanchard

Why The New AI-Enabled Pixel 9 Lineup Is Google’s Strongest Play Against Apple Yet

Google’s Pixel 9 Launch Drops Hints About How Google Intends to Use its Hybrid AI Strategy to Disrupt Apple’s Market Share in Mobile
The Futurum Group's Research Director Olivier Blanchard takes a look at the new Google Pixel 9 lineup and how Google intends to use its hybrid AI mobile solutions to disrupt Apple's mobile market share.
How The Pixel 9 Launch Clarifies Google’s Expanding AI Monetization Strategy
Olivier Blanchard
Olivier Blanchard

How The Pixel 9 Launch Clarifies Google’s Expanding AI Monetization Strategy

Google’s Pixel 9 Launch Provides the Clearest Indication Yet of How Google Intends to Monetize Premium AI Experiences in Mobile
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on how the Pixel 9 launch clarifies Google’s expanding AI monetization strategy.
New SiFive Performance P870-D Complements Intelligence Chipset for AI
Dr. Bob Sutor
Dr. Bob Sutor & Steven Dickens

New SiFive Performance P870-D Complements Intelligence Chipset for AI

SiFive RISC-V Chip Targets Data Centers, Vehicles, and Embedded Systems
Dr. Bob Sutor and Steven Dickens of The Futurum Group examine the strategic significance of SiFive’s new P870-D processor in addressing the growing demand for scalable, power-efficient solutions in AI-driven data centers. The analysts note that SiFive’s focus on flexibility and industry-standard protocols positions the company to compete effectively in the evolving landscape dominated by traditional players such as AMD and Intel.
The Six Five team discusses New Intel SVP & GM Provides Foundry Updates
Daniel Newman

New Intel SVP & GM Provides Foundry Updates

The Six Five team discusses new Intel SVP & GM provides Foundry updates.
GlobalFoundries Q2FY24 Earnings
Daniel Newman

GlobalFoundries Q2FY24 Earnings

The Six Five team discusses GlobalFoundries Q2FY24 earnings.
Black Hat 2024: Marvell Secures Microsoft LiquidSecurity HSM Update
Ron Westfall

Black Hat 2024: Marvell Secures Microsoft LiquidSecurity HSM Update

Marvell Reinforces Microsoft Relation with Azure Updating Fleet of LiquidSecurity HSMs to the FIPS 140-3, Level-3 Standards Building on Proven LiquidSecurity Deployment
The Futurum Group’s Ron Westfall assesses why Marvell attaining NIST FIPS 140-3, Level-3 certification for its LiquidSecurity HSMs and Microsoft update deal bolster its cybersecurity ecosystem credentials.
Quantum in Context: IBM Key to New NIST Post-Quantum Crypto Standards
Dr. Bob Sutor
Krista Case
Dr. Bob Sutor & Krista Case

Quantum in Context: IBM Key to New NIST Post-Quantum Crypto Standards

New Encryption Methods That Quantum Computers Will Likely Not Be Able to Break
Dr. Bob Sutor and Krista Case of The Futurum Group discuss the three new standards for post-quantum encryption released by the US National Institute of Standards and Technology and IBM’s role in developing the specifications.
Rigetti Computing Reports Second Quarter 2024 Financial Results
Dr. Bob Sutor
Dr. Bob Sutor

Rigetti Computing Reports Second Quarter 2024 Financial Results

The Futurum Group’s Dr. Bob Sutor discusses Rigetti Computing’s Q2 2024 earnings, highlighting $3.1 million in revenue and the development of the 84-qubit Ankaa-3 system. Read on for an in-depth analysis of the company’s progress and future outlook.
D-Wave Reports Second Quarter 2024 Results
Dr. Bob Sutor
Dr. Bob Sutor

D-Wave Reports Second Quarter 2024 Results

The Futurum Group’s Dr. Bob Sutor shares his insights on D-Wave’s second-quarter 2024 results, highlighting the company’s growth, technological advancements, and strategic partnerships.
IonQ Reports Second Quarter 2024 Financial Results
Dr. Bob Sutor
Dr. Bob Sutor

IonQ Reports Second Quarter 2024 Financial Results

The Futurum Group’s Dr. Bob Sutor discusses IonQ’s Q2 2024 results, which include a 160% year-over-year revenue increase to $5.5 million and a raise of its full-year guidance, reflecting growing demand for its quantum computing systems.
Why Ethernet is Vital to Fulfilling AI’s Potential
Ron Westfall, David Nicholson & Daniel Newman

Why Ethernet is Vital to Fulfilling AI’s Potential

In our latest white paper, Why Ethernet is Vital to Fulfilling AI’s Potential, we explore why the Broadcom portfolio provides Ethernet solutions and capabilities that assure lower costs and address network congestion challenges by optimizing network efficiency, especially for scaling and optimizing fast expanding AI workloads.
Become a Client

The Futurum Group

(833) 722-5337

501 West Ave., Suite 2102
Austin TX 78701

Linkedin Youtube Facebook

Welcome to The Futurum Group

Login to The Futurum Group
Login to Futurum Intelligence Platform
Login to Futurum Labs Research Library

Thank you, we received your request, a member of our team will be in contact with you.