Menu

Category: Semiconductors, Supply Chain, & Emerging Tech

Qualcomm’s Q1 FY 2025 Earnings: Record QCT Revenue and Expanding AI Adoption
February 7, 2025

Qualcomm’s Q1 FY 2025 Earnings: Record QCT Revenue and Expanding AI Adoption

Olivier Blanchard, Research Director at The Futurum Group, analyzes Qualcomm’s record Q1 FY 2025 earnings, highlighting strong growth in premium-tier smartphones, AI-driven IoT, and automotive....
Can Hammerspace’s Tier 0 Unlock the Full Potential of AI GPUs?
February 6, 2025

Can Hammerspace’s Tier 0 Unlock the Full Potential of AI GPUs?

The Futurum Group’s Krista Case and Camberley Bates analyze Hammerspace’s 10x growth and Tier 0 storage, which eliminates GPU bottlenecks. Can its expansion and innovation reshape AI infrastructure?...
February 5, 2025

old analyst post loop

IBM on the Upswing, Intel Struggles, and the DeepSeek Saga Continues - Six Five Webcast - Infrastructure Matters
February 5, 2025

IBM on the Upswing, Intel Struggles, and the DeepSeek Saga Continues – Six Five Webcast – Infrastructure Matters

Camberley Bates, Keith Townsend, and Dion Hinchcliffe share their insights on IBM's resurgence, Intel's hurdles, and the intriguing developments of DeepSeek technology, outlining the potential impacts on the industry....
Stargate - The $500 Billion Money Grab - Six Five Webcast: Infrastructure Matters
February 3, 2025

Stargate – The $500 Billion Money Grab – Six Five Webcast: Infrastructure Matters

Camberley Bates, Keith Townsend, and Dion Hinchcliffe dive into the $500 billion Project Stargate, the competitive AI landscape, and infrastructural shifts in the era of AI....
Talking DeepSeek, Microsoft, IBM, Intel, and More
January 31, 2025

Talking DeepSeek, Microsoft, IBM, Intel, and More

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss DeepSeek, Azure, IBM, Intel, and more!...
Powering AI Responsibly: Improving Data Center Efficiency in the Age of Rising Energy - Six Five Media
January 31, 2025

Powering AI Responsibly: Improving Data Center Efficiency in the Age of Rising Energy – Six Five Media

Monica Batchelder and Kirk Bresniker at HPE discuss sustainable AI, highlighting strategies to reduce AI's energy consumption and the role of data center innovation....
Why Lenovo Smart Manufacturing Solutions Are Ready to Drive AI-enabled Transformation
January 31, 2025

Why Lenovo Smart Manufacturing Solutions Are Ready to Drive AI-enabled Transformation

The Futurum Group’s latest research report, Why Lenovo Smart Manufacturing Solutions Are Ready to Drive AI-enabled Transformation, completed in partnership with Lenovo and Intel, explores why smart manufacturing solutions offer...
The View from Davos with Groq's Jonathan Ross
January 24, 2025

The View from Davos with Groq’s Jonathan Ross

Jonathan Ross, CEO & Founder at Groq, joins Daniel Newman and Patrick Moorhead to share his insights on pioneering developments in computing technology and AI's critical role in the future....
Quantum in Context: Early-Stage Startups Are Still Finding Investors
January 22, 2025

Quantum in Context: Early-Stage Startups Are Still Finding Investors

Bob Sutor, VP and Practice Lead for Emerging Technologies at The Futurum Group, examines three recent early-stage investment rounds by quantum computing companies Quantum Brilliance, Qolab, and SEEQC. These were...
US Govt Unveils $500B Stargate Alliance to Lead US AI Infrastructure Push
January 22, 2025

US Government Unveils $500B Stargate Alliance to Lead US AI Infrastructure Push

Nick Patience, AI Practice Lead at The Futurum Group examines President Trump's ambitious $500B Stargate initiative that aims to revolutionize US AI infrastructure while countering China's rapid advances in AI...
Talking Microsoft, AI Regulations, Google, Meta, and More
January 20, 2025

Talking Microsoft, AI Regulations, Google, Meta, and More

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Microsoft, Google, Meta, AI regulations and more!...

Newsletter Sign-up Form

Get important insights straight to your inbox, receive first looks at eBooks, exclusive event invitations, custom content, and more. We promise not to spam you or sell your name to anyone. You can always unsubscribe at any time.

All fields are required






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