Archives: Insights

The Six Five team discusses Microsoft Activision Deal Blocked in U.S.
The Six Five team discusses Lenovo AI Disclosures.
The Six Five team discusses Oracle Q1 Earnings.
The Six Five team discusses IBM Quantum Utility Breakthrough.
The Six Five team discusses Salesforce AI Day NYC.
The Six Five team discusses AMD Datacenter & AI Event.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss AMD, Salesforce, IBM, Oracle, Lenovo, and Microsoft Activision.
The Futurum Group’s Ron Westfall and Daniel Newman evaluate the x86 architecture and why they believe having the largest footprint in public and private clouds, provides testament to the trust and long-standing relationship between Intel and the ecosystem and allows organizations to avoid mixing microprocessor architectures from different vendors, such as Arm, thereby creating more challenges, risks, and cost, across their private, public, and hybrid cloud environments.
The Futurum Group Industry Analyst Michael Diamond shares his thoughts on Motorola’s (Lenovo) Motorola Razr 40 Ultra foldable phone outfitted with Qualcomm’s Snapdragon 8+ Gen 1 SoC, offering users excellent camera, video, and gaming options in a compact and emerging form factor.
The Futurum Group Analysts Daniel Newman and Todd R. Weiss share their insights as Adobe revenue for Q2 2023 rises 10% YoY to record $4.82 billion as the digital creativity and experiences software maker announced its Q2 earnings on June 15.
The Futurum Group’s Ron Westfall examines why the collaboration between GlobalFoundries and Lockheed Martin directly benefits from the duo’s trusted partner status across the aerospace and defense industries, reaffirming the national security credentials of the partnership in reliably and securely providing the semiconductors vital to mission-critical security systems.
Futurum Group VP & Practice Leader Steven Dickens offers his take on the latest AI-focused announcements from Lenovo. Lenovo has achieved a significant milestone by surpassing $2 billion in annual revenue from its AI infrastructure, demonstrating its commitment to advancing AI across industries. The company plans to invest an additional $1 billion over 3 years to expedite AI deployment globally. Lenovo aims to simplify AI implementation by bringing AI capabilities directly to the source of data and expanding its portfolio of smart devices, infrastructure solutions, and services. With a focus on end-to-end infrastructure solutions, Lenovo is well positioned to empower organizations of all sizes to leverage AI and drive transformative intelligence in various sectors.

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