Dion Hinchcliffe, VP of CIO Practice at The Futurum Group, shares insights into NVIDIA’s Q2 2024 earnings, challenges with its Blackwell chip, rising cloud costs, and the evolving AI skills gap.
NVIDIA, VMware, Salesforce, Dell, Pure Storage, and HP Inc. spotlight AI growth and cloud innovation. In episode 230 of the Six Five webcast, Patrick Moorhead, Daniel Newman, and guest Dan Ives discuss their innovations and market challenges.
Synopsys’ Q3 earnings, NVIDIA’s AI dominance, Broadcom’s OpenAI wins, the future of AI hardware, and Microsoft’s upcoming Windows Recall launch. In the latest Six Five webcast, Patrick Moorhead and Daniel Newman discuss their innovations and market challenges.
Greenlake ARR Growth and Strong Performance in AI-Enabled Services Set the Tone for a Solid Q3 FY24 Performance
Steven Dickens, Chief Technology Advisor at The Futurum Group, shares insights on Hewlett Packard Enterprise’s Q3 2024 financial performance, focusing on AI's impact on earnings, the future of AI at HPE, and the growth of GreenLake’s ARR.
CrowdStrike Drives Growth Through Falcon Platform Expansion and Strategic Partnerships Amid Rising Demand for Integrated Cybersecurity Solutions
Steven Dickens, Chief Technology Advisor, and Krista Case, Research Director at The Futurum Group, provide insights into CrowdStrike's Q2 FY2025, highlighting the Falcon platform's role in shaping the future of cybersecurity.
Dedicated Sources of Truth and a Direct Email Address Demonstrate Adobe’s Renewed Commitment to a Core User Base
Keith Kirkpatrick, Research Director with The Futurum Group, discusses Adobe’s message reinforcement around genAI and creator IP rights, and provides his views on why this is an important and necessary step for the company.
Capabilities Enable Help Reduce Friction and Deliver Faster Insights
Keith Kirkpatrick, Research Director with The Futurum Group, shares his insights on NetSuite’s new product features and enhancements made at SuiteWorld, and discusses why these updates are critical for the vendor.
The Planned Strategic Acquisition Expands Salesforce’s Data Backup, Recovery, and Cyber Resilience Capabilities, Addressing the Increasing Demand for Protection of SaaS Applications
Krista Case, Research Director at The Futurum Group, shares insights into Salesforce’s planned $1.9B acquisition of Own Company, examining its impact on SaaS data protection, cyber resilience, and prospects for Salesforce customers.
The Futurum Group’s Ron Westfall assesses why the advances reported in August 2024 demonstrate 5G FWA has become integral to mobile service provider strategic business objectives.
IBM’s DS8000 G10, Launching in Late 2024, Offers Groundbreaking Performance With PCIe gen4, NVMe Technology, and Enhanced Ransomware Protection for Mission-Critical Enterprise Storage
IBM's 10th generation DS8000, launching in late 2024, introduces significant advancements in performance and security for mission-critical storage systems. Camberley Bates and Steven Dickens share their insights on how upgrades such as PCIe gen4, NVMe technology, and enhanced ransomware protection position the DS8000 G10 to meet the evolving demands of heavily regulated industries, offering robust cyber resilience and faster data recovery.
Intel’s New Lunar Lake Core Ultra Processors for AI PCs Will Compete Against Qualcomm’s Snapdragon X and AMD’s Ryzen AI Processors, But Has Intel Fallen Behind?
Olivier Blanchard, Research Director at The Futurum Group shares his insights on whether or not Intel Lunar Lake Core Ultra processors entering the Windows 11 Copilot+ AI PC market a few months behind Qualcomm’s and AMD’s will cost the semiconductor giant some market share as the PC refresh supercycle begins to heat up.
Broadcom’s AI Revenue Growth, VMware Integration, and Steady Contributions from the Mainframe Software Division Drive Strong Financial Performance in Q3 2024
Steven Dickens, Chief Technology Advisor at The Futurum Group, shares insights on Broadcom’s Q3 2024 earnings, focusing on AI revenue growth, the impact of the VMware integration on profitability, and the contributions of the Mainframe Software Division.
