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Oracle Bets on AI-Driven Sales and Supply Chain Transformation
Keith Kirkpatrick

Oracle Bets on AI-Driven Sales and Supply Chain Transformation

Oracle Fusion Cloud Sales and SCM Introduce AI Agents to Boost Customer Interactions, Optimize Supply Chains, and Drive Productivity
Keith Kirkpatrick, Research Director at The Futurum Group, analyzes Oracle's AI-driven enhancements in Fusion Cloud Sales and SCM, evaluating how embedded AI agents streamline sales, optimize supply chains, and improve enterprise efficiency.
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!
DeepSeek Disrupts AI Market with Low-Cost Training and Open Source, Yet Many Questions Loom
Mitch Ashley
Olivier Blanchard
Krista Case
Fernando Montenegro
Daniel Newman, Mitch Ashley, Olivier Blanchard, Krista Case, Keith Kirkpatrick, Fernando Montenegro, Nick Patience & Ron Westfall

DeepSeek Disrupts AI Market with Low-Cost Training and Open Source, Yet Many Questions Loom

AI Investors, Tech Leaders, and Customers Sort Through Short-Term Fallout and Longer-Term Claims By China’s DeepSeek
The Futurum Group analysts share their insights on DeepSeek R1 claims of model training and cost efficiency, questions about the potential use of competitors' models, and security and privacy concerns. Analysts discuss the near and long-term implications of faster and lower-cost LLM development.
Microsoft Q2 FY 2025: Cloud and AI Strength Offset Margin Pressures from Rising Capex
Keith Kirkpatrick & Nick Patience

Microsoft Q2 FY 2025: Cloud and AI Strength Offset Margin Pressures from Rising Capex

Cloud and AI Services Saw Strong Adoption, While Heightened Capex for AI Infrastructure Affected Margin Performance
The Futurum Group’s Keith Kirkpatrick and Nick Patience analyze Microsoft’s Q2 FY 2025 results, highlighting strong cloud and AI-driven growth, a surge in commercial bookings, and record-high AI infrastructure investments.
Commvault Q3 FY 2025: Subscription & Cloud Gains Fuel Strong ARR Growth
Krista Case
Krista Case

Commvault Q3 FY 2025: Subscription & Cloud Gains Fuel Strong ARR Growth

Commvault’s Q3 Results Highlight Strong Subscription Growth, Accelerating SaaS Adoption, and Expanding Cloud Workloads, Reinforcing Its ARR-Driven Strategy
Krista Case, Research Director at The Futurum Group, examines Commvault’s Q3 FY2025 results, highlighting SaaS growth, multi-cloud expansion, and cyber resilience innovations driving ARR acceleration.
AI Agent and Hybrid Architecture: What It Means for Software Development
Mitch Ashley
Mitch Ashley

AI Agent and Hybrid Architecture: What It Means for Software Development

Microsoft CEO Satya Nadella Predicts Business Applications Will Be Created With AI Agents
Mitch Ashley, VP and Practice Lead, DevOps and AppDev at The Futurum Group, explores how AI agents are set to redefine SaaS by automating workflows, enhancing efficiency, and reshaping enterprise software architecture.
Talking Microsoft, AI Regulations, Google, Meta, and More
Daniel Newman

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!
Google Announces Inclusion of Gemini Within Its Workspace
Keith Kirkpatrick

Will Google’s New Pricing Model Spur Usage of Gemini Leading to AI Revenue?

Microsoft and Salesforce Are Going All-In on Consumption Pricing and Google May Not Be Far Behind
Keith Kirkpatrick, Research Director at The Futurum Group shares his insights on Google’s inclusion of Gemini within its Workspace Business and Enterprise editions, and discusses how this may spur greater demand for generative AI tools.
GitHub Copilot Free Tier Aims to Propel GitHub Beyond 150 Million Developers
Mitch Ashley
Mitch Ashley

GitHub Copilot Free Tier Aims to Propel GitHub Beyond 150 Million Developers

Can GitHub Copilot Free Fend Off Competition from Amazon Q Developer, Google Gemini Code Assist, and Microsoft’s Own Copilot Studio in the Hot AI Development Tool Market?
Mitch Ashley, VP and Practice lead, DevOps and AppDev at The Futurum Group, shares his insights on GitHub reaching 150 million developers and introducing a free tier of its popular GitHub Copilot AI development tool, aiming to expand its user base and move developers toward its paid Copilot Pro and other offerings. Mitch addresses the future commoditization of today’s AI offerings in the highly competitive software development market between titans GitHub, Google, AWS, and Atlassian.
Quantum in Context: Infleqtion and NVIDIA Put CUDA-Q to Practical Use
Dr. Bob Sutor
Dr. Bob Sutor

Quantum in Context: Infleqtion and NVIDIA Put CUDA-Q to Practical Use

Infleqtion and NVIDIA Demonstrate a Materials Science Computation Using GPUs and Logical Qubits
Bob Sutor, VP and Practice Lead for Emerging Technologies at The Futurum Group, examines Infleqtion’s and NVIDIA’s joint work using classical and quantum computing for a materials science application using CUDA-Q and logical qubits.
Will Google’s AI Enhancements Help Drive Greater User Adoption?
Nick Patience & Keith Kirkpatrick

Will Google’s AI Enhancements Help Drive Greater User Adoption?

Google Upgrades Its AI With New TPUs, Enhanced Gemini Model & Agentic AI
Nick Patience and Keith Kirkpatrick at The Futurum Group share their insights into Google’s late-2024 AI announcements, and discuss what the company needs to do to drive and retain customer interest in its AI offerings.
The Rise of AI and Enterprise Solutions – A Recap from The Six Five Webcast
Six Five Media
Daniel Newman & Six Five Media

The Rise of AI and Enterprise Solutions – A Recap from The Six Five Webcast

Daniel Newman and Patrick Moorhead share insights on how NVIDIA, Microsoft, Qualcomm, OpenText, and Meta navigate AI-driven innovation, supply chain challenges, and market diversification.
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