Archives: Insights

September 4, 2024

Intel and IBM Show Joint AI Moxie in the Cloud

The Futurum Group’s Ron Westfall assesses why combining Intel Gaudi 3 AI accelerators and Xeon CPUs with IBM Cloud enables them to develop new AI capabilities and make inroads fulfilling...

<img width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-48x48.png.webp" class="attachment-36x36 size-36x36" alt="" itemprop="image" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-48x48.png.webp 48w,https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-500x500.png.webp 500w,https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-300x300.png.webp 300w,https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-120x120.png.webp 120w,https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-150x150.png.webp 150w,https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-70x70.png.webp 70w,https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-100x100.png 100w,https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-24x24.png.webp 24w,https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall-96x96.png.webp 96w,https://futurumgroup.com/wp-content/uploads/2023/06/Ron-Westfall.png.webp 512w" sizes="(max-width: 36px) 100vw, 36px"/>
Ron Westfall

September 3, 2024

Video Research Note

NVIDIA Q2FY25 Earnings with Special Guest Dan Ives

The Six Five team discusses NVIDIA Q2FY25 Earnings with Special Guest Dan Ives...

<img width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-48x48.png.webp" class="attachment-36x36 size-36x36" alt="" itemprop="image" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-48x48.png.webp 48w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-500x500.png.webp 500w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-300x300.png.webp 300w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-120x120.png.webp 120w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-150x150.png.webp 150w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-70x70.png.webp 70w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-100x100.png 100w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-24x24.png.webp 24w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-96x96.png.webp 96w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman.png.webp 512w" sizes="(max-width: 36px) 100vw, 36px"/>
Daniel Newman

September 3, 2024

Six Five Webcast

Talking Special Guest, NVIDIA, VMware Explore, Salesforce, Dell, Pure Storage, HP

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings from NVIDIA, Salesforce, Dell, Pure Storage, and HP, as well as insights from VMware...

<img width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-48x48.png.webp" class="attachment-36x36 size-36x36" alt="" itemprop="image" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-48x48.png.webp 48w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-500x500.png.webp 500w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-300x300.png.webp 300w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-120x120.png.webp 120w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-150x150.png.webp 150w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-70x70.png.webp 70w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-100x100.png 100w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-24x24.png.webp 24w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman-96x96.png.webp 96w,https://futurumgroup.com/wp-content/uploads/2020/04/Daniel-Newman.png.webp 512w" sizes="(max-width: 36px) 100vw, 36px"/>
Daniel Newman

September 3, 2024

Infrastructure Matters Six Five Webcast

Strategies for Successful Mainframe Modernization – Six Five Podcast / Infrastructure Matters

Scott Silk, Chairman and CEO at Astadia, joins Steven Dickens to share his insights on the pivotal role of mainframe modernization in today's technology landscape and how Astadia is leading...

<img width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2021/06/Steven-Dickens-48x48.png.webp" class="attachment-36x36 size-36x36" alt="" itemprop="image" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2021/06/Steven-Dickens-48x48.png.webp 48w,https://futurumgroup.com/wp-content/uploads/2021/06/Steven-Dickens-500x500.png.webp 500w,https://futurumgroup.com/wp-content/uploads/2021/06/Steven-Dickens-300x300.png.webp 300w,https://futurumgroup.com/wp-content/uploads/2021/06/Steven-Dickens-120x120.png.webp 120w,https://futurumgroup.com/wp-content/uploads/2021/06/Steven-Dickens-150x150.png.webp 150w,https://futurumgroup.com/wp-content/uploads/2021/06/Steven-Dickens-70x70.png.webp 70w,https://futurumgroup.com/wp-content/uploads/2021/06/Steven-Dickens-100x100.png 100w,https://futurumgroup.com/wp-content/uploads/2021/06/Steven-Dickens-24x24.png.webp 24w,https://futurumgroup.com/wp-content/uploads/2021/06/Steven-Dickens-96x96.png.webp 96w,https://futurumgroup.com/wp-content/uploads/2021/06/Steven-Dickens.png.webp 512w" sizes="(max-width: 36px) 100vw, 36px"/>
Steven Dickens

September 3, 2024

Market Coverage

Dell Q2 FY 2025 Earnings Deliver Record Server and Networking Revenues

Olivier Blanchard, Research Director with The Futurum Group, digs into Dell’s Q2 FY2025 earnings. In focus: How growing demand for AI solutions and Dell’s partnership with NVIDIA are already producing...

<img width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-48x48.png.webp" class="attachment-36x36 size-36x36" alt="Olivier Blanchard" itemprop="image" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-48x48.png.webp 48w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-500x500.png.webp 500w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-300x300.png.webp 300w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-120x120.png.webp 120w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-150x150.png.webp 150w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-70x70.png.webp 70w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-74x74.png.webp 74w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-100x100.png 100w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-24x24.png.webp 24w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-96x96.png.webp 96w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard.png.webp 512w" sizes="(max-width: 36px) 100vw, 36px"/>
Olivier Blanchard

September 3, 2024

Market Coverage

HP’s FY 2024 Q3 Results: The AI PC Supercycle Starts Now

Olivier Blanchard, Research Director with The Futurum Group, digs into HP’s FY 2024 Q3 earnings report: 1) Understanding where HP’s Personal Systems segment is on the AI PC supercycle’s timeline...

<img width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-48x48.png.webp" class="attachment-36x36 size-36x36" alt="Olivier Blanchard" itemprop="image" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-48x48.png.webp 48w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-500x500.png.webp 500w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-300x300.png.webp 300w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-120x120.png.webp 120w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-150x150.png.webp 150w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-70x70.png.webp 70w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-74x74.png.webp 74w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-100x100.png 100w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-24x24.png.webp 24w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard-96x96.png.webp 96w,https://futurumgroup.com/wp-content/uploads/2020/04/OlivierBlanchard.png.webp 512w" sizes="(max-width: 36px) 100vw, 36px"/>
Olivier Blanchard

August 30, 2024

Market Coverage

Black Hat 2024 Reflections: Security Challenges Demand Rethink on Tools and Processes

Mitch Ashley, Chief Technology Advisor, and Krista Case, Research Director of The Futurum Group, share insights from Black Hat USA 2024....

<img width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2024/08/Mitch-Ashley_headshot_jacket_600x600-48x48.jpg" class="attachment-36x36 size-36x36" alt="Mitch Ashley" itemprop="image" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2024/08/Mitch-Ashley_headshot_jacket_600x600-48x48.jpg 48w, https://futurumgroup.com/wp-content/uploads/2024/08/Mitch-Ashley_headshot_jacket_600x600-498x500.jpg 498w, https://futurumgroup.com/wp-content/uploads/2024/08/Mitch-Ashley_headshot_jacket_600x600-1019x1024.jpg 1019w, https://futurumgroup.com/wp-content/uploads/2024/08/Mitch-Ashley_headshot_jacket_600x600-300x300.jpg 300w, https://futurumgroup.com/wp-content/uploads/2024/08/Mitch-Ashley_headshot_jacket_600x600-768x772.jpg 768w, https://futurumgroup.com/wp-content/uploads/2024/08/Mitch-Ashley_headshot_jacket_600x600-120x120.jpg 120w, https://futurumgroup.com/wp-content/uploads/2024/08/Mitch-Ashley_headshot_jacket_600x600-150x150.jpg 150w, https://futurumgroup.com/wp-content/uploads/2024/08/Mitch-Ashley_headshot_jacket_600x600-70x70.jpg 70w, https://futurumgroup.com/wp-content/uploads/2024/08/Mitch-Ashley_headshot_jacket_600x600-74x74.jpg 74w, https://futurumgroup.com/wp-content/uploads/2024/08/Mitch-Ashley_headshot_jacket_600x600-600x603.jpg 600w, https://futurumgroup.com/wp-content/uploads/2024/08/Mitch-Ashley_headshot_jacket_600x600-100x100.jpg 100w, https://futurumgroup.com/wp-content/uploads/2024/08/Mitch-Ashley_headshot_jacket_600x600-24x24.jpg 24w, https://futurumgroup.com/wp-content/uploads/2024/08/Mitch-Ashley_headshot_jacket_600x600-96x96.jpg 96w, https://futurumgroup.com/wp-content/uploads/2024/08/Mitch-Ashley_headshot_jacket_600x600.jpg 1194w" sizes="(max-width: 36px) 100vw, 36px"/>
<img width="36" height="36" src="https://futurumgroup.com/wp-content/uploads/2023/06/Krista-Macomber-48x48.png.webp" class="attachment-36x36 size-36x36" alt="Krista Case" itemprop="image" decoding="async" srcset="https://futurumgroup.com/wp-content/uploads/2023/06/Krista-Macomber-48x48.png.webp 48w,https://futurumgroup.com/wp-content/uploads/2023/06/Krista-Macomber-500x500.png.webp 500w,https://futurumgroup.com/wp-content/uploads/2023/06/Krista-Macomber-300x300.png.webp 300w,https://futurumgroup.com/wp-content/uploads/2023/06/Krista-Macomber-120x120.png.webp 120w,https://futurumgroup.com/wp-content/uploads/2023/06/Krista-Macomber-150x150.png.webp 150w,https://futurumgroup.com/wp-content/uploads/2023/06/Krista-Macomber-70x70.png.webp 70w,https://futurumgroup.com/wp-content/uploads/2023/06/Krista-Macomber-100x100.png 100w,https://futurumgroup.com/wp-content/uploads/2023/06/Krista-Macomber-24x24.png.webp 24w,https://futurumgroup.com/wp-content/uploads/2023/06/Krista-Macomber-96x96.png.webp 96w,https://futurumgroup.com/wp-content/uploads/2023/06/Krista-Macomber.png.webp 512w" sizes="(max-width: 36px) 100vw, 36px"/>
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