Tag: AI

November 6, 2023

Daniel Newman

Video Research Note

AWS ML Capacity Blocks

The Six Five team discusses AWS ML Capacity Blocks in this highlight from episode 191 of the Six Five Webcast.

AI, Business Information, Machine Learning, Processors

November 3, 2023

Olivier Blanchard

Research Note

AMD Q3 2023 Earnings Signal PC Segment Recovery, Broadening AI Reach

AMD Q3 2023 Earnings Point to a Normalizing Chip Market and Strong Tailwinds for AI

Olivier Blanchard, Research Director at The Futurum Group, shares his insights on why AMD’s Q3 2023 numbers signal an accelerating recovery for the PC market and strong AI-accelerated potential for AMD across all segments.

AI, Business Information, Data Infrastructure, Devices, PCs and Devices, Processors, Semiconductors and Components

November 3, 2023

Daniel Newman

Six Five Webcast

The Six Five Insider with Cristiano Amon at Qualcomm Snapdragon Summit in Maui

On this episode of The Six Five – Insider, hosts Daniel Newman and Patrick Moorhead welcome Qualcomm’s CEO, Cristiano Amon, during Snapdragon Summit for an inside look at Qualcomm’s vision for AI, and how the company is approaching developing Generative AI at the edge.

5G, AI, Edge Networking, Semiconductors and Components

November 2, 2023

Ron Westfall

Research Note

HPE GreenLake Lights Up Hybrid Cloud Scoreboard with New Deals

HPE GreenLake Lands a Trio of New Deals with Żabka, İSKİ, and SCA Demonstrating Strong Market Momentum Leading to the Formation of a New Hybrid Cloud Unit

The Futurum Group’s Ron Westfall assesses why HPE GreenLake’s new set of deals with Żabka, İSKİ, and SCA bolsters HPE’s overall prospects including consolidation of its storage and compute as a service offerings under a new hybrid cloud segment.

AI, Cloud, Collaboration, Communications Networks, Digital Transformation, Hybrid Cloud, Infrastructure, and Operations

November 2, 2023

Mark Beccue

Research Note

Executive Order on AI: It Is Not Law

US President Biden’s Executive Order on AI Is Not Necessarily Where the US Will Land on AI Legislation

Mark Beccue, Research Director at The Futurum Group, writes about how the US Executive Order on AI is not law.

AI, Machine Learning, Regulations and Policy

November 1, 2023

Ron Westfall & Olivier Blanchard

The 5G Factor

5G Factor: Major Summits Driving New 5G Innovation

An assessment of New Offerings from the Snapdragon Summit Including Snapdragon 8 Gen 3 and Snapdragon X Elite and Motorola Showcasing Adaptive Display Tech

The Futurum Group’s Ron Westfall and Olivier Blanchard assess the 5G innovation breakthroughs coming out of Snapdragon Summit and Lenovo Tech World including the Snapdragon 8 Gen 3 and Snapdragon Elite X debuts plus Motorola’s new adaptive display tech.

AI, Cloud, Communications Networks

November 1, 2023

Daniel Newman & tweiss@futurumresearch.com

Research Note

Lattice Semiconductor Q3 2023 Revenue Hits $192 Million, Up 11% YoY

The FPGA Market Remains Hot for the Low-Power Programmable FPGA Maker, Though Its Growth Slowed Slightly in Q3

Daniel Newman and Todd R. Weiss, analysts with The Futurum Group, share their latest insights as Lattice Semiconductor Q3 2023 revenue hits $192 million, up 11% YoY in the latest quarter for the FPGA specialist.

Business Information, Semiconductors and Components

November 1, 2023

Steven Dickens, Camberley Bates & Krista Case

Infrastructure Matters

Earnings and Events Season Recap – Infrastructure Matters Episode 18

The Futurum Group’s Camberley Bates, Steven Dickens and Krista Macomber provide an earnings and events season recap with highlights from NetApp Insight, Lenovo Tech World with discussions on AI, data security, and modern data architecture.

AI, Data Infrastructure, Data Protection, Edge Networking, Hybrid Cloud, Infrastructure, and Operations, Security

November 1, 2023

Daniel Newman & Keith Kirkpatrick

Research Note

ServiceNow Delivers Robust Results in Q3 2023, Beating Expectations

Strong AI and Execution Strategy Drive Results from Government, Transportation, and Education Markets

The Futurum Group’s Daniel Newman and Keith Kirkpatrick cover ServiceNow’s Q3 2023 earnings and discuss how the company’s strong AI strategy and execution plan are delivering robust results to customers and investors.

AI, Business Information, Enterprise Applications

October 31, 2023

Mark Beccue

Research Note

Adults in the Generative AI Rumpus Room: Leica, Data Provenance, Google

Highlighting Industry Players Approaching Generative AI in the Right Way

Mark Beccue, Research Director at The Futurum Group, highlights organizations approaching generative AI in the right way. This week features Leica, the Data Provenance Initiative, and Google.