Broadcom’s AI Revenue Growth, VMware Integration, and Steady Contributions from the Mainframe Software Division Drive Strong Financial Performance in Q3 2024
Steven Dickens, Chief Technology Advisor at The Futurum Group, shares insights on Broadcom’s Q3 2024 earnings, focusing on AI revenue growth, the impact of the VMware integration on profitability, and the contributions of the Mainframe Software Division.
Oracle’s Cloud Infrastructure and AI Advancements Drive Robust Revenue Growth Bolstered by Crucial Industry Verticals Such as Healthcare, Financial Services, and Retail
Steven Dickens, Chief Technology Advisor, and Keith Kirkpatrick, Research Director at The Futurum Group, share insights on Oracle’s Q1 FY2025 earnings, showcasing the rapid growth of Oracle Cloud Infrastructure (OCI) and AI’s impact on cloud revenue.
Barry Wordell, Head and Global GTM for Sales and Strategy at Microsoft, discusses hybrid IT strategies, highlighting the strengths of cloud and mainframes, the importance of security, AI's potential, and future roles for mainframes.
Steven Dickens and Ron Westfall from The Futurum Group highlighted that HPE Private Cloud AI’s ability to rapidly deploy generative AI applications, along with its solution accelerators and partner ecosystem, can greatly simplify AI adoption for enterprises, helping them scale quickly and achieve faster results.
Uma Ramadoss and Eric Johnson from AWS join Daniel Newman and Patrick Moorhead to share their insights on the evolution and the future of Building Generative AI Applications with Serverless, highlighting AWS's role in simplifying this futuristic technology.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings from Broadcom and HPE along with Chip announcements from Intel and Qualcomm.
