Archives: Insights

Continued Performance Points to the Role Data Platforms Play in AI
Mark Beccue, Research Director at The Futurum Group, examines MongoDB 3Q results beat expectations.
For the Full Fiscal Year 2023, Broadcom Revenue Hit $35.8 Billion, Up 8% from $33.2 Billion YoY
The Futurum Group’s Daniel Newman and Todd R. Weiss share their insights as Broadcom revenue in Q4 hits $9.3 billion, up 4% YoY, beating estimates. Starting in 2024, Broadcom will also see revenue from its newly acquired VMware unit.
On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Harshal Pimpalkhute, Sr Manager at AWS for a conversation on the latest announcements from Amazon Bedrock made at AWS re:Invent.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss some special announcements, the Lattice Developers Conference, Marvell AI Day, Google Gemini AI 1.0 and new TPU, AMD Advancing AI Event, Broadcom’s Q4 earnings, and the AI Alliance lead by IBM and Meta.
Shopping Muse Uses Generative AI to Help Shoppers Find Just What They Need—Even Without the Exact Words to Describe It
Sherril Hanson, Senior Analyst at The Futurum Group, breaks down Dynamic Yield by Mastercard’s new personal shopping assistant solution, Shopping Muse, that can provide a personalized digital shopping experience.
On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Chetan Kapoor, Director at AWS EC2 for a conversation on AWS Generative AI Infrastructure announced at AWS re:Invent.
A Deep Dive into Databricks’ RAG Tool Suite
Steven Dickens, VP and Practice Leader at The Futurum Group, shares his insights on Databricks' RAG suite and Vector Search service, which are reshaping AI application development.
Marvell Industry Analyst Day 2023 Sharpened Its Vision and Strategy to Drive Infrastructure Silicon Innovation Key to Advancing Accelerated Computing
The Futurum Group’s Ron Westfall believes Marvell is solidly positioned to drive infrastructure silicon innovation for accelerated computing throughout 2024 and beyond, especially as the advanced computing opportunity expands during AI’s ascent.
This episode of Infrastructure Matters covers AWS re:Invent 2023, a busy event with over 60,000 attendees and 250 announcements from AWS. Topics covered include AI, hybrid solutions, and cost optimization.
New Alliance Promotes Open Source and Open Systems and Might Push Global Policy
Mark Beccue, Research Director at The Futurum Group, examines the push for open systems from IBM’s AI Alliance.
On this episode of The Six Five, hosts Daniel Newman and Patrick Moorhead welcome Varun Bijlani, Global Managing Partner, Hybrid Cloud Services Consulting at IBM and Jeff Calusinski, Senior VP and CTO at USAA to discuss the value of a Hybrid-by-Design cloud strategy for modernization.
On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Ken Exner, CPO at Elastic to discuss their recently unveiled Elasticsearch Query Language and how it fits in with enterprises’ continuous deployment of GenAI.

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