Insight Type: Research Note

Futurum lead analyst Shelly Kramer covers the announcement by GM and AT&T on their partnership to bring 5G cellular connectivity to certain GM models by 2024 and the continuing moves by other players in the industry as a whole toward the democratization of the connected car experience for consumers.
Futurum Research Principal Analyst Daniel Newman and Senior Analyst Steven Dickens provide their take on Splunk’s Q2 earnings announcement. The company is shuffling the executive deck, making strategic investments to bolster its security portfolio and also transition to a recurring revenue based on workload pricing, rather than data ingestion and seems to be executing on all fronts given the strong numbers for Q2.
IBM announces the upcoming new IBM Telum Processor. Telum is IBM's first processor that contains on-chip acceleration for AI inferencing. Futurum's Daniel Newman discusses this new on-chip hardware acceleration. It's designed to help customers achieve business insights at scale across banking, finance, trading, insurance applications and customer interactions.
Google Cloud introduced three new BeyondCorp Enterprise features designed to fortify customer zero-trust capabilities including providing their users with simple and secure access to key applications. Futurum’s Ron Westfall examines why the new features align with meeting growing ecosystem demand for zero-trust, can help drive SASE adoption, and strengthens Google Cloud’s competitive hand against rivals such as HPE GreenLake and Azure as well as especially AWS.
Futurum Research Principal Analyst, Daniel Newman provides his take on news coming out of GlobalFoundries today about the company’s plans to IPO as early as later this year.  As the saga continues with chip shortages and bifurcation of global supply chains, the twists and turns of big tech mergers and acquisitions play out in the mainstream media.  Today's news about the GlobalFoundries IPO is just another chapter in the story.
AWS announced the availability of new general-purpose Amazon EC2 M6i instances that offer up to 15% improvement in price/performance in comparison to fifth-generation instances. Futurum’s Ron Westfall examines why expanding the sixth-generation offerings to include x86 instances strengthens the overall Gravitron2 processor proposition, bolsters AWS’ supply chain stability, and advances Amazon’s overall sustainability & ESG goals as well as boost the competitive edge AWS has over Azure and Google Cloud in the custom silicon realm.
Futurum Research Senior Analyst, Steven Dickens provides his take on what is really going on with CentOS Stream. After a rocky last eight months and lots of loud voices in the community calling for Red Hat’s head, I got the chance to get an inside track on what is really going on with CentOS Stream, and I was impressed with the hard work of community governance that is going on.
Microsoft Cloud for Healthcare expanded its health data services to enable the exchange of multiple data types in the FHIR format, branding the new capability Azure Healthcare APIs. Futurum’s Ron Westfall examines why Azure Healthcare APIs meets growing demand across the healthcare and life sciences fields for unified data that generates a consummate patient record with real-time data, collected and persisted in a consistent way according to common health data standards across multiple types of health data. Moreover, the new offering enables Microsoft to preserve its time to market advantages over key rivals AWS and Google Cloud in delivering FHIR support capabilities and Healthcare API innovations.
HPE President and CEO Antonio Neri unveiled new HPE GreenLake organizational and leadership changes all targeted at making further inroads into the hybrid cloud space. Futurum’s Ron Westfall explores why the new HPE GreenLake changes, such as the formation of the HPE GreenLake Platform Development team, the HPE GreenLake Cloud Service Services group, SRE and Cloud Services Operations teams, all strengthen HPE’s hand in competing against hyperscalers AWS, Azure, and Google Cloud as well as enterprise-savvy cloud players IBM/RedHat, VMware, and Oracle.
Cisco had its strongest quarter of Fiscal 2021 with 8% growth while guiding to what should be a strong FY 2022.
NVIDIA continued its spree of record-breaking quarters in its Fiscal Q2 delivering high growth across the board led by gaming and datacenter.