Insight Type: Market Coverage

March 25, 2025

Ron Westfall

Market Coverage

MWC 2025: The AI Factor

MWC 2025 Generated a Mother Lode of Announcements and Initiatives, With the Spotlight Often Focused On AI’s Impact on the Mobile Ecosystem – And With Good Reason

Futurum’s Ron Westfall examines how AI portfolio development and marketing moves by key players HPE, Cisco, Ericsson, and Rakuten Symphony will play a more integral role in the overall success of mobile networks including 5G service innovation.

Artificial Intelligence Software and Tools, CIO Insights, Data Center, Hybrid Cloud, Infrastructure, and Operations

March 25, 2025

Ron Westfall

Market Coverage

GTC25: T-Mobile NVIDIA Prep 6G Blueprint for AI-Native Wireless Networks

T-Mobile Joins Forces with NVIDIA, MITRE, Cisco, ODC, and Booz Allen Hamilton to Build AI-Driven 6G Network Stack on the NVIDIA AI Aerial Platform

Ron Westfall, Research Director at The Futurum Group, shares insights on how T-Mobile’s expanded collaboration with NVIDIA could shape the future of AI-native 6G network design and standardization through a unified, secure infrastructure stack.

Artificial Intelligence Software and Tools, CIO Insights

March 21, 2025

Ron Westfall

Market Coverage

GTC 2025: Can Solidigm’s Liquid-Cooled SSD Redefine AI Server Infrastructure?

Solidigm and NVIDIA Unveil Cold-Plate-Cooled SSD to Eliminate Air Cooling from AI Servers

Ron Westfall, Research Director at The Futurum Group, shares insights on Solidigm’s cold-plate-cooled SSD, developed with NVIDIA to enable fanless, liquid-cooled AI server infrastructure and meet surging demand driven by gen AI workloads.

Artificial Intelligence Software and Tools, Data Center, Data Management & Analytics, Semiconductors

March 21, 2025

Brad Shimmin

Market Coverage

AWS Puts S3 and Next Generation of SageMaker at the Heart of Its Data and Analytics Strategy During Pi Day 2025

Will a New Unified User Experience for Data, Analytics, and AI Professionals, Along With Updated Lakehouse Capabilities, Help Simplify Aws’ Wide-Ranging Data and Analytics Portfolio?

The Futurum Group's analyst unpacks AWS's SageMaker Unified Studio launch and S3 Tables updates. Learn how this simplifies data and AI workflows for enterprises and strengthens their data lakehouse strategy.

Artificial Intelligence Software and Tools, Data Management & Analytics, DevOps and Application Development

March 21, 2025

Alex Smith

Market Coverage

Tech Leaders Navigate Fluid Tariff Environment

Exploring Tariff-Related Comments Made by Technology Leaders on Recent Earnings Calls

Alex Smith, VP & Practice Lead, Channels and Go-to-Market at The Futurum Group, shares his insights on how technology leaders are responding to the fluid tariff environment based on comments shared during the latest round of earnings calls.

Channels & Go-to-Market, CIO Insights

March 19, 2025

Ron Westfall

Market Coverage

Dell Expands Virtualized Networking Capabilities Through 6WIND Partnership

Dell and 6WIND Join Forces to Provide Scalable Virtualized Networking Offerings for CSPs and Enterprises

Ron Westfall, Research Director at The Futurum Group, examines Dell’s partnership with 6WIND, integrating VSR software with PowerEdge servers to enhance virtualized networking for CSPs and enterprises.

CIO Insights, Data Management & Analytics, Enterprise Applications

March 19, 2025

Olivier Blanchard

Market Coverage

Coherent Introduces 793nm Pump Laser Diode Solidifies Company’s Integration Strategy

The 28W 793nm Pump Laser Diode Offers High Polarization Purity, Enhancing Thulium Fiber Laser Efficiency in Medical and Industrial Applications

Olivier Blanchard, Research Director at The Futurum Group, analyzes Coherent’s 793nm pump laser diode, a breakthrough in Thulium fiber laser efficiency.

CIO Insights, Data Center, Semiconductors

March 18, 2025

Brad Shimmin & Stephen Foskett

Market Coverage

VAST Data Takes on Agentic AI with a Major Platform Update

Blurring the Traditional Boundaries Between Storage and Compute, VAST Data Hopes to Further Disrupt the Vector Database Market Through Its Unique Approach to Linear Scalability

Brad Shimmin and Stephen Foskett at The Futurum Group examine VAST Data's platform update, evaluating its AI-ready data capabilities and how those will disrupt the broader agentic AI marketplace.

Artificial Intelligence Software and Tools, CIO Insights, Data Management & Analytics

March 18, 2025

Fernando Montenegro, Krista Case, Mitch Ashley & Alex Smith

Market Coverage

Alphabet’s Proposed Acquisition of Wiz Shifts Cloud Security Landscape

The Proposed All-Cash Blockbuster Deal Has Ramifications Across Cloud Security, Security Operations, and More

The Futurum Group analysts Fernando Montenegro, Krista Case, Mitch Ashley, and Alex Smith share their insights on the blockbuster deal announced by Alphabet that it intends to acquire Wiz to improve multi-cloud security capabilities of Google Cloud.

CIO Insights, Cybersecurity

March 17, 2025

Ron Westfall

Market Coverage

MWC 2025: Why Mobile Security Matters More than Ever

MWC 2025 Produced a Tidal Wave of Announcements, With Cybersecurity Standing Out as a Consistent Priority Amid 5G, AI, Geopolitical, API, and RAN Concerns

Futurum’s Ron Westfall examines how cybersecurity portfolio development and marketing moves by key players Deutsche Telekom, Vodafone, IBM, Palo Alto, AWS, Nokia, and Microsoft will play a more integral role in the overall success of mobile networks, including 5G service innovation.

Artificial Intelligence Software and Tools, CIO Insights, Data Center, Hybrid Cloud, Infrastructure, and Operations

March 17, 2025

Olivier Blanchard

Market Coverage

Apple Pushes AI and Performance with New MacBook Air and Mac Studio

Apple Updates Its Bestselling Laptop and Pro Desktop with M4 and M3 Ultra Chips

Olivier Blanchard, Research Director at The Futurum Group, breaks down Apple's MacBook Air and Mac Studio updates. With the M4 and M3 Ultra chips, plus a price cut and AI upgrades, how will these changes impact Apple’s market position?