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Tag: AI

Daniel Newman

The Six Five On the Road at AWS re:Invent 2022 with Susanne Seitinger, Director, AI/ML Product Mktg at AWS

The Six Five On the Road at AWS re:Invent 2022. Patrick Moorhead and Daniel Newman sit down with Susanne Seitinger, Director of AI & ML, AWS.
Daniel Newman

IBM-AWS Alliance Update with GM, Strategy & Corporate Development, IBM, Roger Premo — Six Five In the Booth

The Six Five hosts Patrick Moorhead and Daniel Newman sit down with Roger Premo, IBM’s GM, Strategy & Corporate Development at AWS re:Invent 2022 to talk about the IBM-AWS partnership, the progression of the alliance, priorities for IBM and AWS, and what we can expect in the future from this alliance.
Daniel Newman

HPE Revenue Hits $7.87B in Q4, Beating Analyst Estimates

Futurum analysts Daniel Newman and Todd R. Weiss share their insights as HPE revenue hits $7.87B in Q4, beating analyst estimates as the edge-to-cloud and everything-as-a-service vendor marks its second best-quarter in its history.
Ron Westfall

Marvell Unleashes Custom ASIC Portfolio Innovations to Fulfill New Global Data Infrastructure Demands

Marvell Technologies continues to power innovation across its custom ASIC portfolio using 3nm, customization, and chiplet IP advances to provide optimized performance, power & area breakthroughs, and maximized returns on investments. Futurum’s Ron Westfall and Marvell’s Hugh Durdan explore why Marvell’s custom ASIC offerings fulfill the intricate, high-speed, high-performance silicon requirements of next generation 5G operators, cloud data centers, enterprises, and automotive applications as well as how Marvell’s custom capabilities provide the foundation for driving portfolio-wide innovation.
Daniel Newman

NVIDIA Revenue Beats Estimates, Fueled by Data Center Growth

Futurum analysts Daniel Newman and Todd R. Weiss share their insights as NVIDIA revenue beats estimates, fueled by data center growth as the GPU, AI, HPC, and supercomputing continues to see its post-pandemic gaming market shrink.
Daniel Newman

Groq’s US Army Entanglement Report

The Six Five team discusses Groq's US Army Entanglement Report.
tweiss@futurumresearch.com

NVIDIA H100 is Again Impressive on MLPerf AI Test Benchmarks

Futurum analyst Todd R. Weiss explains how the NVIDIA H100 is again impressive on MLPerf AI test benchmarks as the GPU, supercomputer and HPC vendor continues its dominance in the critical AI test results.
tweiss@futurumresearch.com

AMD 4th Gen Epyc CPUs Unveiled for Data Center Modernization

Futurum analyst Todd R. Weiss discusses the unveiling of AMD’s 4th gen Epyc CPUs, designed for data center modernization as AMD expands its processor portfolio with its most powerful and energy efficient Epyc chips yet.
Ron Westfall

Smartphone Innovation Surge Fueling Demand for Higher Capacity, Purpose-Built Internal Memory and Storage – New Futurum Research Report

In this research report, Futurum Research explores why Micron is very well-positioned to provide leading edge memory and storage solutions that are high bandwidth, low latency, and offer massive capacity to global smartphone OEMs for use in their devices and how Micron offers the depth and breadth of memory and storage solutions that are purpose-built to serve all tiers of the smartphone ecosystem, including flagship, high-end and mid-range smartphones.
Daniel Newman

Juniper Q3 2022 Earnings: Solid Results and Doing Well During a Challenging Stretch for Most of Tech

Futurum’s Daniel Newman and Ron Westfall assess Juniper’s financial results for the third quarter of fiscal 2022 and why they believe Juniper’s adjustments toward improving its overall supply chain picture can help the company fulfill its financial forecast and how its Cloud Metro initiative plays to portfolio strengths in cloud and cybersecurity capabilities helping to pave the way for enduring financial and competitive success.
Daniel Newman

The Future of AI Accelerators

On this episode of the Futurum Tech Webcast — Interview Series, Futurum’s Daniel Newman sits down with Groq CEO, Jonathan Ross, to talk about the future of AI accelerators and how this technology can help organizations reduce uncertainty.
Daniel Newman

Intel Q3 2022 Results: Return to Profitability Points to Progress in Turnaround

Futurum’s Daniel Newman and Ron Westfall assess Intel’s financial results for the third quarter of fiscal 2022 and why they believe the company is executing the strategy required to improve its overall financial situation, including focus on driving $3 billion in cost reductions in 2023, growing to $8 billion to $10 billion in annualized cost reductions and efficiency gains by the end of 2025, as well as making long game moves to boost prospects in key areas such as IFS and x86.
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