Insight Categories:
Insight Verticals:
Insight Type:
Select Dates:
Custom Arm Neoverse V2 Chip Posts Gains in AI, HPC, and General Compute Across C4A VMs
Richard Gordon, VP & Practice Lead, Semiconductors at The Futurum Group, unpacks Google Axion’s strong benchmarks across AI, HPC, and cloud workloads, showing how Google’s custom Arm CPU could reshape enterprise infrastructure.
Intel’s New CEO Lip-Bu Tan Spotlighted Physical AI and Its Importance at Intel Vision in Providing First Glimpses of His Unfolding Strategy
Ron Westfall, Research Director at The Futurum Group, shares insights on why Intel possesses the key portfolio building blocks, such as AI accelerators, edge computing expertise, and a legacy of powering complex systems, to become an integral player in the nascent Physical AI market.
Google’s AI Ambitions Expand Beyond the Cloud as It Builds an Interoperable Ecosystem for Agent Communication, Application Management, and On-Premises AI Deployment
Nick Patience, AI Practice Lead at The Futurum Group, shares his insights - along with those of colleagues - on Google’s Cloud Next 25 event, held last week in Las Vegas.
OpenText Releases Titanium X to Integrate AI Agents Across Business Clouds and Operational Functions
Keith Kirkpatrick, Research Director at The Futurum Group, examines OpenText’s Titanium X rollout, which introduces AI agents across enterprise functions to support automation, security, and cloud-native.
Camberley Bates, Keith Townsend, and Dion Hinchcliffe delve into cloud repatriation, AI challenges, and the evolving dynamics of enterprise technology, offering valuable insights on the future of the sector.
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Google Cloud's infrastructure advancements, IBM's new mainframe capabilities, and the potential impact of tariffs on tech companies, particularly Apple. The hosts debate the effectiveness of Trump's trade policies and explore how various tech sectors might fare amid economic uncertainty.
Intel’s AI Gaming Push Shows Gains but Lacks the Firepower of Rival NPUs
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on Intel’s AI-driven gaming features in the Core Ultra 200HX processors, spotlighting real-world performance gains and the limitations of its 13 TOPS NPU.
New User Agents and Deeper GenAI Tool Integration With AlloyDB, BigQuery, et al. Promise To Streamline Data-Driven Agentic Workflows
Brad Shimmin, Principal Analyst at The Futurum Group, shares insights on how Google Cloud integrates databases like AlloyDB & BigQuery with GenAI tools to empower data-driven agentic AI workflows unveiled at Google Cloud Next.
Marvell Showcases Higher Performance, Customization, and Flexibility for Rack, Row, and Cloud-scale AI Networks at OFC 2025
Ron Westfall, Research Director at The Futurum Group, shares insights on why Marvell is making significant strides in advancing its interconnect portfolio to support scale-up and scale-out fabrics, particularly for AI-driven and cloud-based infrastructure.
AMD Expands Its AI-Focused Processor Line Beyond Laptops, Promising Strong Gaming and AI Capabilities Without Discrete GPUs
Olivier Blanchard, Research Director at The Futurum Group, examines AMD’s Ryzen AI Max+ 395 entering desktop PCs, delivering strong AI and gaming performance that could reshape the role of discrete GPUs in the mainstream segment.
Intel Eyes Late 2025 Launch for First 18A-Based CPUs as New CEO Focuses on Execution and Engineering-Led Turnaround
Olivier Blanchard, Research Director at The Futurum Group, shares insights on Intel’s Panther Lake CPU and 18A risk production – key milestones that will test Intel’s turnaround efforts under new CEO Lip-Bu Tan.
Intel’s New CEO Charts AI, Foundry, and Product-Led Recovery Plan; Market Cautiously Awaits Execution
Olivier Blanchard, Research Director at The Futurum Group, shares insights on Intel CEO Lip-Bu Tan’s plan to reset Intel’s culture, focus on AI and custom silicon, and restore credibility through engineering-led execution and foundry transformation.
