Insights

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The Futurum Group’s Steven Dickens and Krista Macomber explores the evolving cloud landscape, discussing recent growth trends, complexities of adoption, and the balance between simplicity and challenges.
Designed for AI-Specific Compute Loads, Newcomer Could Disrupt Cloud Vendors
Mark Beccue, Research Director at The Futurum Group, examines CoreWeave’s announcement of $2.3 billion in debt financing, and the ways in which the company has the potential to disrupt leading cloud service providers.
The Futurum Group’s Daniel Newman shares his insight on news that Amazon is set to meet with the US Federal Trade Commission ahead of a potential antitrust lawsuit the federal government may bring against the company.
Oracle Is Disrupting the Public Cloud On-Premises Market With a True, Purpose-Built Extension of the Cloud to the Customer’s Premises
The Futurum Group’s Ron Westfall and Steven Dickens share their insights on the Oracle Compute Cloud@Customer launch, propelling OCI as a formidable contender in the distributed cloud domain, and mounting an enduring challenge to AWS, GCP, and Azure.
The impact of key CSP CapEx spending expectations in the U.S. plus China and Europe
The Futurum Group analysts Ron Westfall and Todd R. Weiss share a Communications Service Provider CapEx snapshot by looking at AT&T, T-Mobile, and Verizon CapEx trends for the rest of 2023 and implications for the 5G U.S. market as well as the CapEx trend for key CSPs in China and Europe.
T-Mobile has started rolling out four-carrier aggregation for customers, boosting speeds on its 5G SA network
The Futurum Group’s Ron Westfall and Todd Weiss examine T-Mobile’s new 5G four-carrier aggregation capabilities, which allows it to combine multiple 5G channels, or carriers, to deliver greater speed and performance as well as the benefits customers can gain from the new capabilities, particularly for 5G SA environments, as well as the competitive implications for the U.S. mobile network operator market.
T-Mobile, AT&T, and Verizon all showed positive takeaways from Q2 2023 earnings
The Futurum Group’s Ron Westfall and Todd Weiss assess the recent Q2 earnings reports from the Big Three U.S. mobile operators, AT&T, T-Mobile, and Verizon, and their implications for the 5G ecosystem.
Toolkit Streamlines Gen AI Elements for Developers
Mark Beccue, Research Director at The Futurum Group, examines the announcement of NVIDIA AI Workbench, a toolkit designed to streamline the generative AI application building process for developers, and a move that is intended to accelerate the AI market.
Nokia Partners With Sanmina Corporation To Manufacture Products in the US At the Sanmina Pleasant Prairie Facility in Kenosha County, Wisconsin
The Futurum Group’s Ron Westfall assesses why Nokia’s manufacturing partnership with Sanmina swiftly bolsters its channel presence and market credibility for US fiber builds financed by the BEAD program, especially toward meeting the society-wide national goal of bridging the digital divide across unserved and underserved communities.
Partnership Promises Data Flow To Support Both Agents and Customers; Medallia Makes It Clear They Are No Newcomer To AI in Experience Management
Sherril Hanson, Senior Analyst at The Futurum Group shares her insights on two recent Medallia announcements, including the company’s reveal that its sizeable financial investments in AI over the past 2 years has yielded strong results, with more than 1 million weekly active AI users on its platform.
Under New Terms of Service, Zoom Clarifies That Customers Can Opt Out of Sharing Data and Still Have Advanced AI Features
Craig Durr, Senior Analyst at The Futurum Group, shares his insights on Zoom's recent updates to its terms of service and the confusion they have caused in the market regarding the training of Zoom’s AI features The note examines the different types of data that Zoom collects, how it is used to train AI features, and how Zoom's terms of service compare to those of other SaaS companies.

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