Intel’s New Lunar Lake Core Ultra Processors for AI PCs Will Compete Against Qualcomm’s Snapdragon X and AMD’s Ryzen AI Processors, But Has Intel Fallen Behind?
Olivier Blanchard, Research Director at The Futurum Group shares his insights on whether or not Intel Lunar Lake Core Ultra processors entering the Windows 11 Copilot+ AI PC market a few months behind Qualcomm’s and AMD’s will cost the semiconductor giant some market share as the PC refresh supercycle begins to heat up.
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.
