Olivier Blanchard, Research Director at The Futurum Group, examines Google’s March Pixel Drop, highlighting AI-powered Scam Detection, Gemini Live’s updates, Pixel Watch 3’s health tracking, and Satellite SOS expansion....
Discover how AI is driving major shifts in tech earnings on this episode of the Six Five Webcast - Infrastructure Matters. Learn about Broadcom's AI-fueled growth, VMware's Private AI Foundation,...
Olivier Blanchard, Research Director at The Futurum Group, examines how Qualcomm’s X85 5G Modem-RF advances AI-driven 5G, delivering faster speeds, better efficiency, and improved connectivity for smartphones, PCs, and IoT....
Arvind Krishna, CEO at IBM, joins Daniel Newman to share insights on the evolving landscape of AI and Quantum Computing and their roles in shaping the future....
Nick Patience, AI Practice Lead at The Futurum Group, shares insights on SAS Institute's strategic pivot to cloud-native analytics with Viya while expanding into agentic AI and synthetic data following...
Keith Kirkpatrick, Research Director at The Futurum Group, shares his insights into ServiceNow’s announcements around the Yokohama platform release and the acquisition of Moveworks....
Lory Thorpe, Quantum Safe Industry Lead at IBM, and Luke Ibbetson, Head of Group R&D at Vodafone Group, discuss securing mobile data against quantum threats with Patrick Moorhead....
Keith Kirkpatrick and Daniel Newman at The Futurum Group examine Oracle’s Q3 FY 2025 earnings, highlighting record RPO growth, expanding AI infrastructure, and deepening multi-cloud adoption....
Erik Ekudden, CTO at Ericsson, joins Dan Newman and Patrick Moorhead to discuss how 5G is spearheading the next wave of mobile innovations, closely intertwined with AI and Cloud technologies....
Richard Gordon and Daniel Newman at The Futurum Group break down Broadcom’s Q1 FY 2025 earnings, highlighting AI semiconductor growth, hyperscaler demand for XPUs, and VMware’s software transition driving 25%...
Richard Gordon and Daniel Newman analyze Marvell’s Q4 FY 2025 earnings, highlighting AI growth, custom silicon momentum, and evolving semiconductor trends amid rising demand for efficiency-focused AI models....
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