Revenue from Azure, Cloud, and Productivity and Business Processes Display Healthy Growth
The Futurum Group’s Daniel Newman and Keith Kirkpatrick cover Microsoft’s Q3 FY 2024 earnings and discuss how the company is balancing functionality and pricing to deliver innovation and customer satisfaction.
NVIDIA AI Enterprise on Oracle Cloud Infrastructure Supercluster Sets a New Standard for Governmental Digital Transformation
Steven Dickens, VP and Practice Leader, comments on the strategic importance of Oracle's integration of NVIDIA AI Enterprise into Oracle’s U.S. Government Cloud, which supercharges their sovereign cloud capabilities.
The Acquisition Aims to Enhance Customer Efficiency in Managing AI Computing Resources through Kubernetes-Based Workload Management
The Futurum Group’s Paul Nashawaty and Russ Fellows provide insights into NVIDIA's acquisition of Run.ai and the aim to enhance customer efficiency in managing AI computing resources through Kubernetes-based workload management.
Snowflake Is Making Progress Toward Matching the Capabilities of Its Competitors but Requires Differentiated Innovation and Vision
The Futurum Group’s Steven Dickens and Dr. Bob Sutor add context to Snowflake’s Arctic announcement and compare where it stands relative to Databricks and its products and approach.
T-Mobile Raises 2024 Guidance Driven by Q1 2024 Service Revenue, Profitability, and High-Speed Internet Breakthroughs Plus Record Low Postpaid Phone Churn
The Futurum Group’s Ron Westfall and Daniel Newman examine T-Mobile’s Q1 2024 results and why they expect T-Mobile to fulfill its raised 2024 guidance as the company is outperforming its rivals across important mobile network service categories.
Generative AI-Powered Workflows Are Helping to Fuel Performance Across All Key Business Areas
The Futurum Group’s Daniel Newman and Keith Kirkpatrick cover ServiceNow’s Q1 2024 earnings and discuss how the company has successfully leveraged generative AI across its platform to drive revenue growth.
The Futurum Group’s Paul Nashawaty and Sam Holschuh provide their insights on the convergence of IBM, Red Hat, and now potentially HashiCorp and the compelling synergy in terms of developer tools, security offerings, and automation capabilities.
Google Announces Q1 2024 Earnings, Powered by Revenue Gains across Cloud, Advertising, AI, and Search
The Futurum Group’s Steven Dickens and Keith Kirkpatrick cover Google’s Q1 2024 earnings and discuss how the company’s innovations across cloud, workflows, and AI are helping it to drive success.
Intel Showed Progress in Q1 2024 Results Led by Double-Digit Growth in Intel Products and Intel Foundry Delivering Breakthrough Intel 3 Production
The Futurum Group’s Ron Westfall and Daniel Newman assess Intel Q1 2024 results and why Intel’s new foundry operating model provides transparency and the new Intel Products immediately bolster the Intel enterprise AI proposition.
Bedrock’s New Enhancements Are Designed to Streamline the Development of Advanced Generative AI Applications
Steven Dickens, Vice President and Practice Lead at The Futurum Group, provides his insights into the announcements from AWS on the enhancements to Amazon Bedrock, including Custom Model Import, Model Evaluation, and advanced Guardrails.
The New ThinkCentre Desktops Are Powered by AMD Ryzen PRO 8000 Series Desktop Processors
Olivier Blanchard, Research Director at The Futurum Group, shares his insights about Lenovo’s decision to lean into on-device AI’s system improvement value proposition for the enterprise.