Login

Category: Semiconductors, Supply Chain, & Emerging Tech

Lattice Semiconductor Sees Stabilization Signs Despite Q4 FY 2024 Revenue Decline
Richard Gordon
Richard Gordon

Lattice Semiconductor Sees Stabilization Signs Despite Q4 FY 2024 Revenue Decline

Revenue in Line With Expectations; Stronger Backlog, New Product Ramps, and Double-Digit Growth in New FPGAs Set a Positive Tone for FY 2025
Richard Gordon, VP & Practice Lead, Semiconductors at The Futurum Group, highlights Lattice Semiconductor’s Q4 FY 2024 results, covering Nexus and Avant growth, market stabilization, and expanding software capabilities driving future performance.
Talking Qualcomm, Arm, AMD, Coherent, and More
Daniel Newman

Talking Qualcomm, Arm, AMD, Coherent, and More

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings from Qualcomm, Arm, AMD, Amazon, Alphabet, Coherent as well as IBM Investor Day!
Coherent Reports Robust Q2, Driven by Datacom Strength and Margin Expansion
Olivier Blanchard
Olivier Blanchard

Coherent Reports Robust Q2, Driven by Datacom Strength and Margin Expansion

Q2 Revenue and Margin Expansion Driven by AI-Powered Data Center Demand, Telecom Recovery, and Industrial Resilience
Olivier Blanchard, Research Director at The Futurum Group, analyzes Coherent’s Q2 FY 2025 earnings, highlighting record networking revenue fueled by AI data center demand, telecom recovery, and margin expansion.
Qualcomm’s Q1 FY 2025 Earnings: Record QCT Revenue and Expanding AI Adoption
Olivier Blanchard
Olivier Blanchard

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

Strong Handset Demand and Automotive Growth Propel Record QCT Revenues
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?
Krista Case
Camberley Bates
Krista Case & Camberley Bates

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

Hammerspace Expands Its Global Reach as Demand for AI Storage Solutions Grows, Leveraging Its Tier 0 Solution to Optimize Data Movement Across Hybrid Cloud Environments
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?
IBM on the Upswing, Intel Struggles, and the DeepSeek Saga Continues - Six Five Webcast - Infrastructure Matters
Camberley Bates
Keith Townsend
Dion Hinchcliffe
Camberley Bates, Keith Townsend & Dion Hinchcliffe

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
Camberley Bates
Keith Townsend
Dion Hinchcliffe
Camberley Bates, Keith Townsend & Dion Hinchcliffe

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
Daniel Newman

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
Daniel Newman

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
Ron Westfall

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 significant advantages in today's competitive landscape.
The View from Davos with Groq's Jonathan Ross
Daniel Newman

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
Dr. Bob Sutor
Dr. Bob Sutor

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

Qolab, Quantum Brilliance, and SEEQC Raise Cash Despite Wild Stock Market Speculation
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 finalized amid rampant market speculation on quantum computing stocks, followed by dramatic crashes.
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.