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The Futurum Group’s Dr. Bob Sutor shares his insights on D-Wave’s second-quarter 2024 results, highlighting the company’s growth, technological advancements, and strategic partnerships.
The Futurum Group’s Dr. Bob Sutor discusses IonQ’s Q2 2024 results, which include a 160% year-over-year revenue increase to $5.5 million and a raise of its full-year guidance, reflecting growing demand for its quantum computing systems.
Patrick Moorhead, founder and CEO at Moor Insights & Strategy, joins The Main Scoop, sharing his insights on current IT trends and investment strategies, and the enduring relevance of mainframes in modern infrastructure.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Marvell to solve memory challenges for cloud providers, GlobalFoundries Q2FY24 earnings, Google deemed a monopoly in DOJ ruling, Crowdstrike aftermath: Microsoft fires back at Delta, new Intel SVP & GM provides foundry updates, and OpenAI revolving door of founders and executives.
Camberley Bates and Steven Dickens emphasize the importance of integrating AI into existing data environments, highlighting how Cloudera shift to AI-centric, cloud-based platforms is crucial for enterprises looking to leverage their data more effectively. They point out that these advancements in metadata management and security are essential for achieving scalable and secure AI deployments.
HPE Aruba Networking Boosts Cyber Defense Credentials With HPE Aruba Networking Central Delivering New NDR Capabilities and ZTNA Enhancements
The Futurum Group’s Ron Westfall examines why new NDR capabilities and ZTNA enhancements bolster the overall cybersecurity credentials of the HPE Networking Aruba Central proposition.
It’s the Best of Times and the Not-So-Good Times for AI Chipset Vendors
Dr. Bob Sutor of The Futurum Group examines recent good and bad news for several leading vendors of AI chipsets for cloud and data center applications, including Intel Corporation, NVIDIA, Groq, and Cerebras Systems.
In this episode of Enterprising Insights, The Futurum Group Research Director Keith Kirkpatrick discusses recent earnings from OpenText, Twilio, ServiceNow, and Alphabet (Google) and explains how their earnings reflect larger market trends.
The Magnificent Seven and the AI-driven Semiconductor Boom’s Fundamentals and Growth Trajectories are Strong
Olivier Blanchard, Research Director at The Futurum Group, shares his thoughts on why the tech selloff trend doesn’t align with the tech sector’s overall year-on-year performance, AI-driven chip-to-cloud opportunity, or current growth trajectory. To make his point, Blanchard addresses eight fundamental questions to be fueling the trend, touching on Apple, Intel, Taiwan, and uncertainty about the outcome of the upcoming US Presidential elections, weighed against critical product roadmaps, demand pipelines, and market momentum.
Fiber Connect 2024 Featured the Just a Cloud Away Panel That Demonstrated Why the Cloud Alongside AI Capabilities Is Crucial to Fiber Operator Journeys
The Futurum Group’s Ron Westfall assesses why telcos are using cloud platforms to strengthen their overall competitiveness, bolstered by investments in AI capabilities, such as AIOps, to meet major goals such as operations automation and improving business outcomes.
Steven Dickens, Chief Technology Advisor at The Futurum Group, shares his insights on the position of NVIDIA in the marketplace and how this relates to the wider trends in the market.
Camberley Bates, Chief Technology Advisor at The Futurum Group, highlights NetApp's achievement as Microsoft Global Partner of the Year, showcasing its unique status and strategic partnerships across major cloud platforms.

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