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Tag: AI

Microsoft Earnings
Daniel Newman

Microsoft Earnings

The Six Five team discusses Microsoft Earnings in this highlight from episode 190 of the Six Five Webcast.
Qualcomm Snapdragon Summit 2023
Daniel Newman

Qualcomm Snapdragon Summit 2023

The Six Five team discusses Qualcomm Snapdragon Summit 2023 in this highlight from episode 190.
VAST Data Partners with Lambda to Power GPU Cloud
Mitch Lewis

VAST Data Partners with Lambda to Power GPU Cloud

VAST and Lambda Combine to Build a GPU Cloud Built for AI
Mitch Lewis, Research Analyst at The Futurum Group, shares his insights on the partnership between VAST Data and Lambda.
Juniper Q3 2023 Earnings: Enterprise Takes Spotlight
Ron Westfall & Daniel Newman

Juniper Q3 2023 Earnings: Enterprise Takes Spotlight

Juniper Delivers Record Enterprise Business and Another Quarter of Improved Profitability Amid Macroeconomic Uncertainties in Fiscal Q3 2023
The Futurum Group’s Ron Westfall and Daniel Newman assess Juniper’s fiscal Q3 2023 performance including a record quarter in enterprise, another quarter of improved profitability, and advancing portfolio innovation.
Powering Your Future Business with AI Inference - Futurum Tech Webcast
Daniel Newman

Powering Your Future Business with AI Inference – Futurum Tech Webcast

The Futurum Group’s Daniel Newman is joined by HPE’s Frances Guida, Director, HPE Compute Workload Solutions for a conversation on how HPE is helping customers navigate AI inference, and bringing its expertise to empower AI adoption for businesses.
Operationalizing Generative AI: Making It Your Own, Creating Corporate Value
Steven Dickens & Mark Beccue

Operationalizing Generative AI: Making It Your Own, Creating Corporate Value

In our latest research brief, Operationalizing Generative AI: Making It Your Own, Creating Corporate Value, done in partnership with HPE, we analyze the HPE ProLiant Gen11 servers, which provide a cloud operating model, trusted security by design, and performance optimized for specific workloads.
Talking Qualcomm, Microsoft, NVIDIA and Arm, Google, Intel, IBM
Daniel Newman

We are Live! Talking Qualcomm, Microsoft, NVIDIA and Arm, Google, Intel, IBM

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Qualcomm Snapdragon Summit 2023, NVIDIA creating Arm-based SOC, and the latest earnings from Microsoft, Google, Intel and IBM.
Is ChatGPT’s OpenAI Looking to Make Its Own AI Chips?
tweiss@futurumresearch.com

Is ChatGPT’s OpenAI Looking to Make Its Own AI Chips?

Is ChatGPT’s OpenAI Looking to Make Its Own AI Chips?
Todd R. Weiss, Senior Analyst with The Futurum Group, shares his insights about a recent Reuters news story that reported that ChatGPT’s OpenAI is looking to make its own AI chips due to shortages of the chips on the open market.
With Snapdragon, Qualcomm Sets the Pace for On-Device AI
Mark Beccue & Daniel Newman

With Snapdragon, Qualcomm Sets the Pace for On-Device AI

New SoCs, Snapdragon X Elite and Snapdragon 8 Gen 3, Aim to Bring AI to Massive Market PCs and Smartphones
The Futurum Group’s Mark Beccue and Daniel Newman examine whether Qualcomm is going to set the pace for on-device AI.
ServiceNow Delivers Robust Results in Q3 2023, Beating Expectations
Daniel Newman & Keith Kirkpatrick

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.
IBM Q3 Revenue Up 4.6% to $14.75 Billion, Beats Analyst Estimates
Daniel Newman & tweiss@futurumresearch.com

IBM Q3 Revenue Up 4.6% to $14.75 Billion, Beats Analyst Estimates

IBM Saw Free Cash Flow Rise by $0.9 Billion to $1.7 Billion in Q3 as Margins Expanded and Steady Performance Continues
Daniel Newman and Todd R. Weiss, analysts with The Futurum Group, share their insights about IBM Q3 revenue being up 4.6% to $14.75 billion, beating analyst estimates, partly due to early success from its new watsonx generative AI and data platform.
Microsoft Q1 2024 Earnings Outperform Expectations
Daniel Newman & Keith Kirkpatrick

Microsoft Q1 2024 Earnings Outperform Expectations

Microsoft Cloud Revenue Increased 19% from a Year Ago to Reach $24.3 Billion
The Futurum Group’s Daniel Newman and Keith Kirkpatrick cover Microsoft’s Q1 2024 earnings and discuss how the company’s laser-like focus on AI and cloud computing are helping to drive revenue.
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