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.
AI-Optimized Infrastructure Positions CoreWeave as a Strategic Alternative to Hyperscalers Amid GPU Shortage
Nick Patience, VP & AI Practice Lead at The Futurum Group, analyzes the S-1 filing of GPU infrastructure provider CoreWeave; the first step on its path to an IPO.
The Extended Collaboration Addresses the Growing Demand for High-Density, Power-Efficient SSD Storage
Camberley Bates, VP & Practice Lead at The Futurum Group, analyzes how Solidigm’s extended partnership with Broadcom ensures high-capacity SSD controllers for AI, supporting efficient, scalable storage as AI infrastructure demand grows.
Strong Demand From Webscale and Enterprise Segments Positions Cisco for Continued AI-Driven Growth
Ron Westfall, Research Director at The Futurum Group, shares insights on Cisco’s Q2 FY 2025 results, focusing on AI infrastructure growth, Splunk’s impact on security, and innovations like AI PODs and HyperFabric driving future opportunities.
The Latest Earnings Reinforce Arm’s Competitive Momentum, Driven by the Increasing Integration of Its Technology in AI Workloads and High-Performance Computing
Richard Gordon, VP & Practice Lead, Semiconductors at The Futurum Group, examines Arm’s Q3 FY 2025 earnings, highlighting AI-driven royalty growth, Compute Subsystem expansion, and key AI collaborations.
Alphabet’s Q4 Saw Solid Gains in Search and YouTube, Yet Google Cloud’s Revenue Fell Short, and a $75 Billion Capex Forecast Raised Investor Concerns
The Futurum Group’s Keith Kirkpatrick and Nick Patience analyze Alphabet’s Q4 2024 earnings, highlighting strong ad revenue from Search and YouTube, concerns over Google Cloud’s growth miss, and the company’s aggressive $75 billion capex plan.
Cloud and AI Services Saw Strong Adoption, While Heightened Capex for AI Infrastructure Affected Margin Performance
The Futurum Group’s Keith Kirkpatrick and Nick Patience analyze Microsoft’s Q2 FY 2025 results, highlighting strong cloud and AI-driven growth, a surge in commercial bookings, and record-high AI infrastructure investments.
Daniel Newman and Patrick Moorhead examine AWS re:Invent’s latest AI innovations, Intel’s leadership shift, and advancements in enterprise tech from Pure Storage, Salesforce, Synopsys, and Marvell.
Achyut Shah and Nick Kucharewski from Marvell join Patrick Moorhead to share their insights on evolving AI infrastructure and the critical technologies Marvell is developing to support this transition, heralding a new era of data center architectures.
Examining Pure Storage’s Progress in Hyperscale Markets, AI Infrastructure, and Enterprise Storage During Q3 FY2025
Camberley Bates, Chief Technology Advisor at The Futurum Group, discusses Pure Storage’s Q3 FY2025 performance, focusing on its hyperscale breakthroughs, AI infrastructure advancements, and enterprise storage innovations.
James Wynia and Hemal Shah, leading minds at Dell and Broadcom, join David Nicholson to share their insights on building AI fabrics utilizing the groundbreaking capabilities of Dell PowerSwitch and Broadcom Thor 2.
Flynn Maloy and Seamus Matthews discuss the powerful collaboration between Lenovo and Digital Realty to innovate within AI, data centers, and sustainability, spotlighting how this partnership benefits enterprises globally.
