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Technology Insights

The Futurum Group’s analysts cover a myriad of technologies across the technological landscape. Here you can narrow down our insights by technology category. If you prefer to filter by industry vertical, you can do that here.

The Six Five Pod | EP 272: The Great Tech Reshuffle: Insights on Cisco, NVIDIA, and Industry Shifts
August 18, 2025

The Six Five Pod | EP 272: The Great Tech Reshuffle: Insights on Cisco, NVIDIA, and Industry Shifts

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss NVIDIA's dominance in AI, Intel's potential government investment, and Apple's foray into robotics. The hosts...
Coherent Q4 FY 2025 Earnings Rise on AI Datacenter and Networking Demand
August 15, 2025

Coherent Q4 FY 2025 Earnings Rise on AI Datacenter and Networking Demand

Ray Wang, Research Director at Futurum, examines Coherent’s Q4 FY 2025 earnings, highlighting AI datacenter and networking growth, margin gains, and the Aerospace and Defense sale to sharpen focus on...
Cisco Q4 FY 2025 Delivers Solid Growth With AI and Networking Tailwinds
August 15, 2025

Cisco Q4 FY 2025 Delivers Solid Growth With AI and Networking Tailwinds

Fernando Montenegro, VP & Practice Lead for Cybersecurity & Resilience at Futurum, analyzes Cisco’s Q4 FY 2025 results, spotlighting strong AI infrastructure demand, robust networking growth, and guidance backed by...
Is NVIDIA’s RTX PRO 6000 Blackwell the Tipping Point for Enterprise AI Acceleration?
August 15, 2025

Is NVIDIA’s RTX PRO 6000 Blackwell the Tipping Point for Enterprise AI Acceleration?

Ray Wang, Research Director at Futurum, shares insights on NVIDIA RTX PRO 6000 Blackwell-powered 2U servers from top OEMs, delivering AI acceleration, efficiency gains, and broad workload support for enterprise...
Security Summer Camp: Black Hat 2025, Def Con, And Others
August 14, 2025

Black Hat 2025, Def Con, And Others: Yes, AI, Sure, But Much, Much More

Fernando Montenegro, VP at Futurum, shares his insights on how the many conversations at this year's Security Summer Camp - Black Hat, DEF CON, and more - line up with...
AI-Powered Oracle EHR Aims to Streamline Clinical Workflows and Documentation
August 14, 2025

AI-Powered Oracle EHR Aims to Streamline Clinical Workflows and Documentation

Keith Kirkpatrick and Mitch Ashley of Futurum share their insights on Oracle’s AI-powered, cloud-native EHR that streamlines workflows, reduces documentation, and delivers real-time patient insights for U.S. ambulatory providers....
Applied Materials’ New Partnership with Apple and Texas Instruments Aims to Enhance Domestic Innovation and Supply Chain
August 14, 2025

Applied Materials’ New Partnership with Apple and Texas Instruments Aims to Enhance Domestic Innovation and Supply Chain

Ray Wang, Research Director at Futurum, shares insights on Applied Materials’ work with Apple and Texas Instruments to supply US-made chip equipment and boost manufacturing under Apple’s $600 billion American...
If AI Is So Hot, Why Is Palantir Soaring While C3.ai Is Stumbling?
August 14, 2025

If AI Is So Hot, Why Is Palantir Soaring While C3.ai Is Stumbling?

Nick Patience, VP & AI Platforms Practice Lead at Futurum, shares insights on the Palantir vs. C3.ai divergence. While both offer AI platforms, Palantir's booming stock and financials contrast sharply...
AMD Upgrades Ryzen AI Max+ With 128B Parameter Model
August 13, 2025

AMD Expands Windows AI Limits With 128B Parameter Model Capability

Olivier Blanchard, Research Director at Futurum, shares his insights on AMD’s Variable Graphics Memory upgrade for the Ryzen AI Max+ 395, enabling up to 128B parameter models with full vision...
MLPerf v2.0 Results Highlight Hammerspace Tier 0’s Role in Maximizing GPU Utilization
August 13, 2025

MLPerf v2.0 Results Highlight Hammerspace Tier 0’s Role in Maximizing GPU Utilization

Krista Case, Research Director at Futurum, shares insights on Hammerspace MLPerf Tier 0 results, showcasing linear scaling, 3.7x efficiency gains, and high GPU utilization for AI storage performance....
Lenovo Introduces TruScale DaaS to Support Greener IT
August 12, 2025

Lenovo Introduces TruScale DaaS to Support Greener IT

Olivier Blanchard, Research Director at Futurum, shares insights on Lenovo TruScale DaaS for Sustainability, a modular, AI-powered offering to cut IT costs, extend device life, and deliver measurable carbon footprint...
CoreWeave Q2 Preview: Potential Beat from OpenAI Momentum?
August 12, 2025

Is CoreWeave’s OpenAI Momentum Enough to Beat Again?

Insights on CoreWeave’s Q2 preview: AI cloud growth from OpenAI and GPU scarcity sets up another potential beat; balance sheet scrutiny remains key....

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