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Blurring the Traditional Boundaries Between Storage and Compute, VAST Data Hopes to Further Disrupt the Vector Database Market Through Its Unique Approach to Linear Scalability
Brad Shimmin and Stephen Foskett at The Futurum Group examine VAST Data's platform update, evaluating its AI-ready data capabilities and how those will disrupt the broader agentic AI marketplace.
The Proposed All-Cash Blockbuster Deal Has Ramifications Across Cloud Security, Security Operations, and More
The Futurum Group analysts Fernando Montenegro, Krista Case, Mitch Ashley, and Alex Smith share their insights on the blockbuster deal announced by Alphabet that it intends to acquire Wiz to improve multi-cloud security capabilities of Google Cloud.
MWC 2025 Produced a Tidal Wave of Announcements, With Cybersecurity Standing Out as a Consistent Priority Amid 5G, AI, Geopolitical, API, and RAN Concerns
Futurum’s Ron Westfall examines how cybersecurity portfolio development and marketing moves by key players Deutsche Telekom, Vodafone, IBM, Palo Alto, AWS, Nokia, and Microsoft will play a more integral role in the overall success of mobile networks, including 5G service innovation.
Anand Swaminathan, EVP & Global Industry Leader at Infosys, joins Patrick Moorhead to discuss the exciting future of AI and how Infosys is guiding clients through digital transformation.
Apple Updates Its Bestselling Laptop and Pro Desktop with M4 and M3 Ultra Chips
Olivier Blanchard, Research Director at The Futurum Group, breaks down Apple's MacBook Air and Mac Studio updates. With the M4 and M3 Ultra chips, plus a price cut and AI upgrades, how will these changes impact Apple’s market position?
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Intel's new CEO Lipu Tan, the potential impact of tariffs on the US economy, and recent earnings from Oracle and Adobe.
New pNFS Architecture Addresses Data Storage Needs for AI Training and Large Scale Inferencing
Camberley Bates at The Futurum Group covers Pure Storage FlashBlade //EXA announcement for the AI Factory.
Strong ARR and Margin Expansion, but Investor Concerns Over CapEx and AI-Driven Shifts Remain
Olivier Blanchard, Research Director at The Futurum Group, shares insights on Samsara’s strong Q4 FY 2025 earnings, the 11% stock drop, and key investor concerns over CapEx slowdowns and AI-driven edge computing. How will these factors shape Samsara’s growth?
Google’s Latest Pixel Update Brings AI-Driven Scam Detection, Live Video Capabilities in Gemini Live, and Expanded Health and Safety Features to Pixel Devices
Olivier Blanchard, Research Director at The Futurum Group, examines Google’s March Pixel Drop, highlighting AI-powered Scam Detection, Gemini Live’s updates, Pixel Watch 3’s health tracking, and Satellite SOS expansion.
Discover how AI is driving major shifts in tech earnings on this episode of the Six Five Webcast - Infrastructure Matters. Learn about Broadcom's AI-fueled growth, VMware's Private AI Foundation, Salesforce's Agentforce, and the satellite internet race, and the impact of tariffs and the future of AI in business.
Qualcomm’s Latest 5G Modem Features AI-Driven Optimization, Delivering 12.5 Gbps Speeds, Enhanced Power Efficiency, and Connectivity for Smartphones, PCs, and IoT Devices
Olivier Blanchard, Research Director at The Futurum Group, examines how Qualcomm’s X85 5G Modem-RF advances AI-driven 5G, delivering faster speeds, better efficiency, and improved connectivity for smartphones, PCs, and IoT.
Arvind Krishna, CEO at IBM, joins Daniel Newman to share insights on the evolving landscape of AI and Quantum Computing and their roles in shaping the future.