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Tag: AI infrastructure

Qualcomm’s Arm-Based Data Center CPUs To Smoothly Integrate With NVIDIA
Olivier Blanchard
Olivier Blanchard

Qualcomm’s Arm-Based Data Center CPUs To Smoothly Integrate With NVIDIA

Qualcomm Re-Enters the Data Center Market with Arm-Based CPUs Designed to Interface with NVIDIA AI Infrastructure
Olivier Blanchard, Research Director at Futurum, explores Qualcomm’s re-entry into the data center market with Arm-based CPUs designed to integrate with NVIDIA’s AI infrastructure, marking a strategic pivot from its past efforts.
Cisco Q3 FY 2025 Sees 20% Order Growth, AI Demand Hits Key Milestone
Krista Case
Fernando Montenegro
Krista Case & Fernando Montenegro

Cisco Q3 FY 2025 Sees 20% Order Growth, AI Demand Hits Key Milestone

Webscale AI Orders Surpass $1 Billion YTD as Cisco Beats Top and Bottom-Line Estimates
Krista Case and Fernando Montenegro at Futurum analyze Cisco’s Q3 FY 2025 results, highlighting strong AI infrastructure growth, security momentum with Splunk, and solid execution across networking and enterprise transformation.
Coherent Q3 FY 2025 Delivers Record Revenue Led by Strength in AI Infrastructure
Olivier Blanchard
Olivier Blanchard

Coherent Q3 FY 2025 Delivers Record Revenue Led by Strength in AI Infrastructure

Gross Margin Gains and Datacenter Momentum Support Coherent’s Record Quarterly Performance
Olivier Blanchard, Research Director at Futurum, shares insights on Coherent’s record Q3 FY 2025 results, driven by strong AI datacenter momentum, next-gen optical product launches, and the upcoming commercialization of its OCS platform.
The Six Five Pod | EP 259: Tech Titans Under Scrutiny: Antitrust, AI, and Global Competition
Daniel Newman

The Six Five Pod | EP 259: Tech Titans Under Scrutiny: Antitrust, AI, and Global Competition

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Google's antitrust issues, IBM and Nvidia's White House announcements, Taiwan's semiconductor regulations, and Intel's Foundry Day. The hosts debate the consolidation of AI into big tech and its need for regulation. They analyze recent earnings reports from major tech companies, highlighting strong performances in enterprise AI and cloud services. The podcast concludes with a preview of their upcoming Six Five Summit, featuring industry leaders like Michael Dell.
Hammerspace Tier 0: Unlocking Greater Efficiency in GPU-Driven Computing
Mitch Lewis

Hammerspace Tier 0: Unlocking Greater Efficiency in GPU-Driven Computing

In our latest Research Brief, Hammerspace Tier 0: Unlocking Greater Efficiency in GPU-Driven Computing, The Futurum Group explores how organizations can overcome latency and storage inefficiencies by unlocking stranded NVMe capacity within GPU servers.
Alphabet Q1 FY 2025 Results Hit $90.2B, Driven by Cloud and Ads
Keith Kirkpatrick & Daniel Newman

Alphabet Q1 FY 2025 Revenue Hits $90.2B, Driven by Cloud and Ads

Alphabet Reports Strong Q1 FY 2025 Performance With Margin Expansion, Strong Bottom-Line Growth, and Resilient Ad Business Despite Macro Concerns
Keith Kirkpatrick and Daniel Newman at The Futurum Group analyze Alphabet's Q1 FY 2025 earnings. Key highlights include strong AI adoption, significant growth in ads and Cloud, and the continued leadership of Google’s AI-powered platforms.
Google Debuts Ironwood TPU to Drive Inference-Focused AI Architecture at Scale
Daniel Newman

Google Debuts Ironwood TPU to Drive Inference-Focused AI Architecture at Scale

Seventh-Generation TPU Delivers 42.5 Exaflops and 2x Energy Efficiency Over Trillium
Daniel Newman, CEO at The Futurum Group, shares insights on Google’s Ironwood TPU launch. With 42.5 exaflops at scale and 2x Trillium’s efficiency, Ironwood is Google’s clearest inference-focused chip yet.
Altimeter and ARK Lead $100M Round in Hammerspace to Strengthen AI Infrastructure Performance
Brad Shimmin
Brad Shimmin

Altimeter and ARK Lead $100M Round in Hammerspace to Strengthen AI Infrastructure Performance

Brad Shimmin, VP and Practice Lead at The Futurum Group, examines why investors behind NVIDIA and Meta are backing Hammerspace to remove AI data bottlenecks and improve performance at scale.
How AI Is Reshaping Enterprise Strategy - A Recap from The CIO Pulse Report
Dion Hinchcliffe
Dion Hinchcliffe

How AI Is Reshaping Enterprise Strategy – A Recap from The CIO Pulse Report

Dion Hinchcliffe, VP of CIO Practice at The Futurum Group, recaps GTC 2025, ServiceNow’s Yokohama update, and AWS’s AI pricing strategy - helping CIOs rethink AI infrastructure, automation, and SaaS data control.
Broadcom Q1 FY 2025: AI and Software Power 25% Revenue Growth
Richard Gordon
Richard Gordon & Daniel Newman

Broadcom Q1 FY 2025: AI and Software Power 25% Revenue Growth

AI-Driven Semiconductor Demand and Infrastructure Software Expansion Fueled Broadcom’s 25% YoY Revenue Growth in Q1 FY 2025
Richard Gordon and Daniel Newman at The Futurum Group break down Broadcom’s Q1 FY 2025 earnings, highlighting AI semiconductor growth, hyperscaler demand for XPUs, and VMware’s software transition driving 25% YoY revenue growth and strong Q2 guidance.
Marvell Q4 FY 2025 Reports 27% Revenue Growth, AI Custom Chips Drive Momentum
Richard Gordon
Richard Gordon & Daniel Newman

Marvell Q4 FY 2025 Reports 27% Revenue Growth, AI Custom Chips Drive Momentum

Strong AI Adoption Propels Marvell’s Revenue Growth, With Custom Silicon Ramping Up
Richard Gordon and Daniel Newman analyze Marvell’s Q4 FY 2025 earnings, highlighting AI growth, custom silicon momentum, and evolving semiconductor trends amid rising demand for efficiency-focused AI models.
HPE Q1 FY 2025: Server Boom Fuels Revenue Jump, But Margins Pressured
Ron Westfall & Daniel Newman

HPE Q1 FY 2025: Server Boom Fuels Revenue Jump, But Margins Pressured

AI-Driven Server Growth Lifts HPE’s Revenue, but Profit Margins Disappoint
Ron Westfall and Daniel Newman at The Futurum Group analyze HPE’s Q1 FY 2025 earnings, highlighting AI-driven server growth, GreenLake expansion, margin pressures, weak guidance, cost cuts, and Juniper deal uncertainty.
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