Erik Day, Senior VP at Dell Technologies, joins Tiffani Bova to discuss the exciting AI adoption landscape for SMBs and Dell's unique offerings in this space....
Keith Kirkpatrick and Daniel Newman at The Futurum Group analyze Alphabet's Q1 FY 2025 earnings. Key highlights include strong AI adoption, significant growth in ads and Cloud, and the continued...
Brad Shimmin, VP and Practice Lead at The Futurum Group, shares his insights on how Kyndryl’s SAP data migration suite, rooted in its own 18-month ERP journey, sets a new...
Keith Kirkpatrick, Research Director at The Futurum Group, unpacks ServiceNow’s Q1 FY2025 earnings beat, driven by strong AI-led subscription growth, CRM and workflow expansion, and disciplined guidance amid U.S. budget...
Daniel Newman, CEO at The Futurum Group, shares insights on Google’s Ironwood TPU launch. With 42.5 exaflops at scale and 2x Trillium’s efficiency, Ironwood is Google’s clearest inference-focused chip yet....
The Futurum Group’s Ron Westfall shares his insights on why Lightmatter can be a frontrunner in photonic supercomputing through its Passage M1000 and L200 products aimed at transforming AI infrastructure...
Keith Kirkpatrick and Daniel Newman at The Futurum Group examine SAP’s Q1 FY 2025 earnings, highlighting strong cloud ERP growth, rising AI adoption, and resilience amid macro and tariff pressures....
The Futurum Group’s Ron Westfall shares his insights on why Micron’s G9 NAND with UFS 4.1 and UFS 3.1 drives the mobile ecosystem forward by delivering faster, more efficient, and...
Camberley Bates and Krista Case of The Futurum Group share insights on how NetApp and Google Cloud’s storage updates enable scalable, AI-ready, and compliance-aware cloud infrastructure....
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the whiplash-inducing tariff announcements affecting US-China trade, Intel's strategic move to sell a majority stake...
Brad Shimmin, VP and Practice Lead at The Futurum Group, examines why investors behind NVIDIA and Meta are backing Hammerspace to remove AI data bottlenecks and improve performance at scale....
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