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Insight Type: Market Coverage

Some Thoughts on the AI Boom, Silicon, and the Year Behind & Ahead
December 19, 2023

Some Thoughts on the AI Boom, Silicon, and the Year Behind & Ahead

The Futurum Group’s Daniel Newman shares his thoughts on the AI boom, silicon, the end of 2023, and what is ahead in 2024....
Intel's AI Everywhere Event Unveils Strategic Moves in the Era of AI
December 19, 2023

Intel’s AI Everywhere Event Unveils Strategic Moves in the Era of AI

The Futurum Group’s Daniel Newman shares his brief "dissertation" on last week's Intel Corporation event in NYC. There have been big positive changes for Intel in past couple of years,...
Adobe Revenue in Q4 Hits $5 Billion, Up 12% YoY, As Growth Continues
December 19, 2023

Adobe Revenue in Q4 Hits $5 Billion, Up 12% YoY, As Growth Continues

Daniel Newman and Todd R. Weiss, analysts with The Futurum Group, share their insights as Adobe revenue in Q4 hits $5 billion, up 12% YoY, as growth continues with record...
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Salesforce Announces Updates to the Einstein 1 Platform
December 18, 2023

Salesforce Announces Updates to the Einstein 1 Platform

The Futurum Group’s Keith Kirkpatrick and Mark Beccue cover Salesforce’s updates to the Einstein 1 platform, focusing on the increased capabilities provided to Salesforce users and how this offering sits...
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CoreWeave Selects Dell Servers to Power GPU Cloud
December 18, 2023

CoreWeave Selects Dell Servers to Power GPU Cloud

Mitch Lewis, Research Analyst at The Futurum Group, shares his insights on CoreWeave’s selection of Dell servers for its GPU cloud....
Lenovo Expands HCI, Servers, and Services Based on New Intel Chips
December 18, 2023

Lenovo Expands HCI, Servers, and Services Based on New Intel Chips

Dave Raffo, Senior Analyst at The Futurum Group, adds his insights to Lenovo’s new ThinkAgile HCI, ThinkSystem server, and TruScale services launched to take advantage of Intel’s latest AI-enhanced CPUs....
Why the Launch of LLM Gemini Will Underpin Google Revenue
December 15, 2023

Why the Launch of LLM Gemini Will Underpin Google Revenue

Mark Beccue, Research Director at The Futurum Group, examines why the launch of LLM Gemini will underpin Google revenue....
Genesys Cloud Workforce Engagement Management Showing Strong Growth
December 15, 2023

Genesys Cloud Workforce Engagement Management Showing Strong Growth

Sherril Hanson, Senior Analyst at The Futurum Group, shares insights from Genesys’ annual update on its Workforce Engagement Management solution, which has been showing steady customer growth and deepening usage....
Updating Virtual Collaboration: Microsoft's New Teams App for VDI
December 15, 2023

Updating Virtual Collaboration: Microsoft’s New Teams App for VDI

Craig Durr, Research Director at The Futurum Group, describes the new Microsoft Teams app for VDI as a next step in virtual collaboration, enhancing performance and user experience....
Craig Durr
Ericsson Open RAN Gear to Power AT&T’s Coming US 5G Open RAN Network
December 15, 2023

Ericsson Open RAN Gear to Power AT&T’s Coming US 5G Open RAN Network

The Futurum Group’s Ron Westfall and Todd R. Weiss share their insights on why Ericsson gains strategic inroads and channel influence with the $14.5 billion AT&T deal as the Open...
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How Broadcom's Bold Move Alters the VMware Landscape
December 15, 2023

How Broadcom’s Bold Move Alters the VMware Landscape

The Futurum Group’s Steven Dickens and Keith Townsend share their insights on Broadcom's significant price cut for VMware's hybrid cloud suite subscription, the end of perpetual licenses, and a new,...
Keith Townsend
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Lenovo's AI-Driven Hybrid Cloud Expansion
December 15, 2023

Lenovo’s AI-Driven Hybrid Cloud Expansion

Steven Dickens, VP and Practice Leader at The Futurum Group, shares his perspective Lenovo's AI-driven hybrid cloud expansion....

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