Category: Semiconductors, Supply Chain, & Emerging Tech

Futurum analyst Todd R. Weiss explores Intel’s bold new pledge to reduce its direct and indirect greenhouse gas emissions to net-zero by 2040 throughout its diverse global facilities, as well as its plans to work even harder to reduce the carbon footprints for the company’s technology products and services.
Talking AMD Buying Pensando, Qualcomm Closes Arriver, LeadershIP Event, Six Five Summit 2022. A new episode of The Six Five Webcast with hosts Patrick Moorhead and Daniel Newman.
Arm is showcasing Arm Neoverse ecosystem momentum through Microsoft’s preview of VMs on its Azure cloud platform powered by Arm-based Ampere Altra server CPUs. Futurum’s Ron Westfall assesses why the preview of VMs on Microsoft Azure using Arm-based Ampere Altra processors boosts Arm’s sales and marketing momentum as well as the influence of the Arm Neoverse ecosystem after the dissolution of the $40 billion NVIDIA acquisition and before parent company Softbank’s plan to take the company public.
Making Markets EP31: Musk’s Twitter Stake, Wrestling with the Chips Act, A Look Ahead at Tech Earnings
Futurum senior analyst Steven Dickens takes a deep dive into IBM’s new z16 mainframe, exploring the features in the newest zSystems ecosystem based on IBM announcements and sharing insights on what this means for IBM’s mainframe customers.
Futurum analyst Todd R. Weiss explores AMD’s latest planned acquisition – the $1.9 billion purchase of Pensando Systems – and analyzes how the addition of the programmable packet processor and software specialist will also likely bolster AMD’s recent acquisition of FPGA chip maker Xilinx.
The Six Five team dives into the latest IBM Quantum news.
Intel Arc & acquiring Granulate, Oracle Heatwave, Micron earnings, Groq Day, IBM Quantum. A new episode of The Six Five Webcast with hosts Patrick Moorhead and Daniel Newman.
Futurum Research senior analyst Steven Dickens provides his take on the financial impact that the launch of IBM z16, a new mainframe, will have on the wider IBM. IBM is a different company from when the last mainframe was launched, and the new system has the opportunity to further drive the company’s growth trajectory in the coming quarters.
Futurum Research analyst Todd R. Weiss takes a deep dive into Intel’s acquisition of real-time autonomous optimization software vendor, Granulate, and explores how the move is designed to deliver positive impacts for cloud and data center customers.
Futurum Research analyst Michael Diamond discusses Intel’s launch of its Arc A-Series discrete GPUs line-up which includes its Arc 3 Series, Arc 5 Series, and Arc 7 Series.
Futurum Research Senior Analyst and VP of Sales Steven Dickens talks with Barbara Ballard, Senior Product Manager, and Michael Mackes, Senior Systems Engineer, from Micro Focus during the SHARE Conference in Dallas. Their conversation centers around their roles on the host access team, how Micro Focus's products facilitate all the connections to the zOS, and how terminal emulation can fit in the landscape and securely protect those connections.

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