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Juniper Networks Showed AI Network Design, Implementation, and Operation at AI Infrastructure Field Day
Alastair Cooke, Tech Field Day Event Lead at Futurum, shares his insights on the Juniper Networks presentation at AI Infrastructure Field Day. Intent-based design and deployment using Apstra delivers 800 GB Ethernet for GPUs, storage, and front-end access, making an AI-ready Data Center.
Broad-Based Growth Across Customers, Segments, and Geographies Drives Q1 Performance
Keith Kirkpatrick, Research Director at Futurum, examines Workday’s Q1 FY 2026 results, spotlighting accelerating AI adoption, partner-driven growth, and platform expansion across customer tiers and global markets.
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the recent Dell Tech World conference, Computex announcements, and Microsoft Build highlights. The hosts analyze Nvidia's advancements in robotics and AI, Google's I/O event, and the potential impact on the tech landscape. They also explore market trends, including bond yields and trade tensions. The episode features an interview with Jeetu Patel, President and Chief Product Officer at Cisco, who shares insights on AI infrastructure and partnerships. The hosts wrap up with a discussion on Lenovo's earnings and its implications for the upcoming Nvidia earnings report, providing a comprehensive overview of the week's most significant tech developments.
AI, Agents, and the Flywheel Effect Were in Full View at SAP’s Annual User Conference
Futurum's Keith Kirkpatrick and Brad Shimmin share their insights on SAP’s annual Sapphire event, and discuss how the company’s revamped strategy helps to redefine the company in the age of generative AI, agents, and data.
Zendesk Completes Local Measure Acquisition, Expanding AI-Driven Voice and Contact Center Capabilities via AWS Integration
Keith Kirkpatrick, Research Director at Futurum, explores Zendesk’s completed acquisition of Local Measure and what it means for enterprise contact centers and AI voice deployment.
Andrew Pack and Tim Shedd from Dell Technologies discuss the necessity of efficient thermal solutions in data centers, focusing on the innovative eRDHx cooling system and the shift towards liquid cooling.
Sam Burd, President at Dell Technologies, shares his remarkable insights on the evolution of AI PCs as enterprise edge devices, highlighting pivotal innovations and customer feedback at Dell Tech World 2025.
David Schmidt and Jas Tremblay join us to share insights on shaping the future of AI infrastructure with Dell's and Broadcom's latest innovations. They delve into PCIe technology, AI server ecosystem, and the importance of open standards.
Saurabh Kapoor, Director of Product Management & Strategy at Dell Technologies, joins Patrick Moorhead and Daniel Newman to share his insights on AI fabrics and how Dell's AI Factory is addressing key networking concerns and performance bottlenecks in AI workloads.
OpenText Deepens Its Business Optimization Strategy, Linking Workforce Cuts to Its AI-First Operational Model as Part of a $550 Million Savings Plan
Keith Kirkpatrick, Research Director at Futurum, shares insights on OpenText’s AI-led restructuring strategy and its implications for long-term cost savings and operational efficiency.
James Wynia from Dell Technologies dives into the world of LPO, illustrating how this innovation redefines connectivity in data centers, featured at Dell Tech World 2025.
Platformization and AI Investments Shaped Palo Alto Networks’ Q3 Performance, as the Company Balanced Internal Execution With an Evolving Industry Landscape
Fernando Montenegro, Vice President and Practice Lead with Futurum, digs into Palo Alto Networks Q3 2025 results. In focus: the key movement towards platformization and AI momentum within a competitive landscape, as the company advances toward long-term targets.
