Insights

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Andrew Dieckmann and Anush Elangovan from AMD join Patrick Moorhead and Daniel Newman to share their insights on enhancing AI development through open source, rapidly evolving hardware, and AMD's strategic moves in the AI infrastructure space.
Dan McNamara, SVP and GM at AMD, joins Patrick Moorhead and Daniel Newman to discuss AMD's EPYC impact on the enterprise AI and server market.
Adobe Debuts GenStudio, LLM Optimizer, And Agent Orchestrator To Unify Creativity, AI, And Marketing Across Customer Touchpoints
Keith Kirkpatrick, Research Director at Futurum, shares insights on Adobe’s CXO tools - GenStudio, LLM Optimizer, Agent Orchestrator, and Firefly updates - designed to unify content creation and scale AI-driven personalization.
Mark Papermaster, CTO at AMD, joins hosts to share insights on AMD’s evolving AI strategy, highlighting significant progress and strategic directions.
Diana Blass and experts from Solidigm and Dell Technologies dive into the revolution of edge storage in AI innovation, highlighting the critical role of rapid data access and the power of Dell's PowerScale integrated with Solidigm’s 122TB SSD.
AMD Powers El Capitan, Frontier, and 172 Systems in Latest Top500 Rankings
Olivier Blanchard, Research Director at Futurum, shares his insights on AMD’s supercomputing leadership as El Capitan and Frontier hold top rankings, while AMD expands its global footprint across HPC and AI workloads.
Qualcomm Strengthens Its AI Infrastructure Capabilities By Acquiring Alphawave Semi In A Strategic Move To Deepen Its Presence In Data Center Compute And Connectivity
Olivier Blanchard, Research Director at Futurum, analyzes Qualcomm’s $2.4 billion Alphawave deal and how it expands AI data center capabilities with high-speed connectivity IP.
Salesforce Connections 2025 Introduced Marketing Cloud Next—an AI-Powered Platform That Streamlines Campaign Creation and Monitoring, Expands Agentforce for Automated Marketing Workflows, and Highlights Data Cloud Features Like Zero‑Copy Integration, Unified Customer Profiles, and AI Segmentation
Keith Kirkpatrick, Research Director at Futurum, covers the highlights from Salesforce Connections, including agentic AI in marketing, unified journeys through Marketing Cloud Next, real-time Data Cloud activation, and new retail bundles.
Marc Hammons and Professor Song Han join David Nicholson to share their insights on revolutionizing productivity and collaboration with AI PCs, delineating a future where work is transformed by intelligence and sustainability.
The Recent Reorganization Yields an Organization More Focused on Innovation and Delivering a Strong Platform Message
Fernando Montenegro, VP and Practice Lead, Cybersecurity at Futurum, shares his/her insights on the main announcements and key trends from Cisco Live US 2025, including agentic AI and secure networking.
Martin Lund, EVP at Cisco, joins Patrick Moorhead and Daniel Newman at Cisco Live to dive into Cisco's innovative silicon strategy, from powering AI infrastructures to transforming campus access with Silicon One.
Adobe Raises FY 2025 Revenue and EPS Targets Amid Continuing AI-Driven Momentum Across Segments
Keith Kirkpatrick and Daniel Newman at Futurum analyze Adobe’s Q2 FY 2025 results, highlighting AI-fueled user growth, Firefly adoption, strong RPO gains, and raised FY 2025 guidance despite AI-native competitive pressures.

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