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AMD Reports Record Growth in Data Center and Client (PC) Segments Thanks to Its Growing Portfolio of Competitive AI-Enabling IP
Olivier Blanchard, Research Director at The Futurum Group, zooms in on AMD’s Q2 2024 financial results and discusses the opportunities, threats, velocity, and momentum of AMD’s opportunity across all business segments, with particular attention to the data center and PC segments, where the chipmaker could start capturing market share from rivals NVIDIA and Intel as early as H2 2024.
Weakness in the Company’s Intelligent Cloud Segment Could Indicate Slower AI Adoption
The Futurum Group’s Keith Kirkpatrick and Daniel Newman highlights Microsoft’s strong Q4 2024 earnings, driven by cloud and AI investments. Despite Azure’s growth falling short of expectations, the company’s strong revenue performance remains encouraging.
Lisa Martin, CMO Advisor at The Futurum Group, and Observe, Inc. CEO Jeremy Burton dive into the evolving role of the CMO, with Burton sharing invaluable insights from his experiences running companies and marketing organizations at businesses like Dell.
Infleqtion Installs a Neutral Atom Quantum Computing Testbed at the NQCC Harwell Campus in Oxfordshire
Dr. Bob Sutor of The Futurum Group examines Infleqtion UK’s installation of the first quantum computing testbed at the UK’s National Quantum Computing Centre at the Harwell Campus in Oxfordshire.
Krista Case from The Futurum Group highlighted the significance of robust cyber resiliency and disaster recovery plans in light of the recent CrowdStrike outage, emphasizing that it was a flawed software update rather than a security breach. Camberley Bates and Steven Dickens discussed the broader implications of the outage, the importance of multi-vendor strategies to mitigate risk, and the increasing regulatory focus on addressing systemic issues in cloud services.
Marvell Unveils Structera CXL Product Line Using Near-Memory Accelerator and Memory Expansion Innovations to Meet Memory Challenge Across Cloud Data Centers
Camberley Bates and Ron Westfall examine why the Structera product line launch underscores Marvell’s commitment to directly addressing the server memory bandwidth and capacity challenges faced by modern data centers and cloud environments.
Lattice Semiconductor’s Q2 2024 Earnings Reveal Cyclic Industry Headwinds with Execution of Product Portfolio Expansion Setting up Solid Long-term Growth
The Futurum Group’s Ron Westfall analyzes Lattice Semiconductor's Q2 2024 earnings, addressing why new product launches in autonomous applications, secure control FPGAs, and logic-optimized FPGAs, counter-cyclical industry headwinds and bolster long-term growth prospects.
Host Paul Nashawaty is joined by The Futurum Group’s Guy Currier and Sprinter Associates’ Scott King, Managing Partner for a discussion on impacts of outsourcing skill gaps.
Renen Hallak, CEO at VAST Data, joins Daniel Newman and Patrick Moorhead to share insights on propelling AI forward with breakthrough technologies and enriching customer perspectives.
Krista Case, Research Director at The Futurum Group, shares insights on Commvault’s strong Q1 2025 performance, driven by subscription growth and strategic investments in cyber-resiliency. Learn about the company's strategic vision and future projections.
Partnership Delivers Sustainable, Immutable Solutions for Long-Term Data Retention and Archiving
Krista Case, Research Director at The Futurum Group shares her insights on Pure Storage’s investment in the ceramic-based data storage company, Cerabyte.
Robert Hormuth and Mark Orthodoxou from AMD join Keith Townsend and Dave Nicholson to share their insights on AMD and Solidigm's efforts to empower the open AI ecosystem, highlighting the significance of collaboration and innovation in this rapidly evolving field.