Tag: AI

Steven Dickens, Chief Technology Advisor at The Futurum Group, shares insights on Amazon's Q2 2024 earnings, highlighting AWS's growth and strategic innovations.
Company’s Focus on Leveraging Data and AI for New Customer Growth
The Futurum Group’s Keith Kirkpatrick discusses how Twilio’s AI advancements significantly boosted its Q2 2024 performance, driving revenue growth and operational efficiency, and helping position the company as a leading customer engagement platform.
Paul Nashawaty, Practice Lead at The Futurum Group analyzes the new platform for AI and HPC resources offered by Parallel Works and the announcement to drive adoption of ACTIVATE.
Olivier Blanchard, Research Director with The Futurum Group, drills down into Qualcomm’s FYQ3 2024 earnings. Highlights include Qualcomm’s impressive YoY growth in the automotive segment, steady growth in handsets despite the segment’s relative maturity, and how the company’s investments in edge AI in the PC, XR, IOT and IIOT segments is already starting to pay off.
Powered by Adobe Firefly and the Firefly Vector Model, Creators Will See Efficiency and Productivity Gains
Keith Kirkpatrick, Research Director with The Futurum Group, covers Adobe’s feature and function enhancements to its flagship Illustrator and Photoshop products, incorporating workflow innovations and other features powered by generative AI.
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.
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.
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.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Q2FY24 earnings for: SAP, Google, IBM, and ServiceNow, rumored NVIDIA B20 for China, and another day, another Apple booting Qualcomm rumor.
Paul Nashawaty, Practice Lead at The Futurum Group analyzes Mirantis' expansion of their open source initiatives by creating a dedicated Open Source Program Office and hiring a vice president.

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