Olivier Blanchard, Research Director with The Futurum Group, digs into Dell’s Q2 FY2025 earnings. In focus: How growing demand for AI solutions and Dell’s partnership with NVIDIA are already producing...
Olivier Blanchard, Research Director with The Futurum Group, digs into HP’s FY 2024 Q3 earnings report: 1) Understanding where HP’s Personal Systems segment is on the AI PC supercycle’s timeline...
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings from Synopsys, NVIDIA Earnings Predictions, Broadcom 1st and 2nd Generation AI ASIC Programs from...
Steven Dickens emphasizes that the recent Google antitrust ruling could signal a pivotal shift in how regulators approach big tech companies, potentially leading to more aggressive enforcement actions across the...
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....
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...
Dr. Bob Sutor of The Futurum Group examines recent good and bad news for several leading vendors of AI chipsets for cloud and data center applications, including Intel Corporation, NVIDIA,...
In episode 50 of Infrastructure Matters, the hosts delve into recent earnings reports and industry trends, highlighting AWS's continued growth, Commvault's successful integration of its cloud division, and Intel's strategic...
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Q2CY24 earnings for Intel, AMD, and Lattice, Q2 earnings for Amazon, Q3FY24 earnings for Qualcomm,...
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