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Tag: data centers

CoreWeave files for IPO: Specialized AI Cloud Provider Eyes Next Phase of Growth
Nick Patience

CoreWeave Files for IPO: Specialized AI Cloud Provider Eyes Next Phase of Growth

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.
MWC 2025: Qualcomm and IBM Raise GenAI Competitive Stakes
Ron Westfall

MWC 2025: Qualcomm and IBM Raise GenAI Competitive Stakes

Qualcomm and IBM Unveil Expanded Collaboration to Drive Enterprise-Ready Generative AI Solutions Across Cloud and Edge Devices
Futurum’s Ron Westfall examines how the Qualcomm IBM alliance can spur broader enterprise adoption of on-device inferencing and low-power features key to sustainable GenAI deployment that improves energy efficiencies, performance, and user experiences.
Solidigm and Broadcom Extend SSD Partnership to Power AI’s Next Growth Phase
Camberley Bates
Camberley Bates

Solidigm and Broadcom Extend SSD Partnership to Power AI’s Next Growth Phase

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.
Powering AI Responsibly: Improving Data Center Efficiency in the Age of Rising Energy - Six Five Media
Daniel Newman

Powering AI Responsibly: Improving Data Center Efficiency in the Age of Rising Energy – Six Five Media

Monica Batchelder and Kirk Bresniker at HPE discuss sustainable AI, highlighting strategies to reduce AI's energy consumption and the role of data center innovation.
Microsoft Q2 FY 2025: Cloud and AI Strength Offset Margin Pressures from Rising Capex
Keith Kirkpatrick & Nick Patience

Microsoft Q2 FY 2025: Cloud and AI Strength Offset Margin Pressures from Rising Capex

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.
What CES Means for Data Centers and 2025 Data Infrastructure Predictions - Six Five Webcast - Infrastructure Matters
Camberley Bates
Dion Hinchcliffe
Keith Townsend
Camberley Bates, Dion Hinchcliffe & Keith Townsend

What CES Means for Data Centers and 2025 Data Infrastructure Predictions – Six Five Webcast – Infrastructure Matters

Camberley Bates, Keith Townsend, and Dion Hinchcliffe explore Nvidia's CES 2025 innovations and the future landscape of data infrastructure on Six Five Webcast - Infrastructure Matters.
NVIDIA Faces China Antitrust Heat – A Recap from The Six Five Webcast
Six Five Media
Daniel Newman & Six Five Media

NVIDIA Faces China Antitrust Heat – A Recap from The Six Five Webcast

Daniel Newman and Patrick Moorhead discuss Broadcom’s AI networking surge, Marvell’s pivot to AI-driven infrastructure, and NVIDIA’s regulatory challenges in China and how these advancements and obstacles shape the future of tech innovation.
The Critical Role of High-Capacity Storage in AI - Six Five On The Road
Six Five Media
Six Five Media

The Critical Role of High-Capacity Storage in AI – Six Five On The Road

Join hosts Patrick Moorhead and Melody Brue to explore the groundbreaking impact of high-capacity SSDs and QLC technology in driving AI's future, emphasizing Solidigm's role in leading this transformative journey.
Redefining AI Hybrid Cloud and Enterprise Workloads with Cooling Innovations
Ron Westfall

Redefining AI, Hybrid Cloud, and Enterprise Workloads with Cooling Innovations

The Futurum Group’s latest research report, Redefining AI, Hybrid Cloud, and Enterprise Workloads with Cooling Innovations, completed in partnership with HPE, explores the issues companies face as data centers scale to accommodate rapidly expanding compute demands, such as AI workloads, liquid cooling is becoming essential, reducing energy costs, minimizing thermal limitations, and enabling more compact and sustainable infrastructure for the next generation of AI advancements.
Arm Q2 FY 2025 Earnings: AI & Data Center Growth Drive Revenue
Dr. Bob Sutor
Dr. Bob Sutor

Arm Q2 FY 2025 Earnings: AI & Data Center Growth Drive Revenue

A Look Into Arm’s Q2 2025 Earnings, Highlighting Key Growth Drivers and Strategic Positioning in AI, Automotive, and Data Centers
Dr. Bob Sutor, VP and Practice Lead for Emerging Technologies at The Futurum Group, analyzes Arm Holdings’ Q2 FY25 earnings, highlighting key revenue drivers from AI, data centers, and automotive.
Collaborations and Innovations in Tech: AMD and Intel, And More
Six Five Media
Daniel Newman & Six Five Media

Collaborations and Innovations in Tech – A Recap from The Six Five Webcast

Daniel Newman and Patrick Moorhead discuss key tech industry developments, including AMD and Intel’s historic collaboration, Lenovo’s AI innovations, and the role of nuclear power in supporting AI infrastructure growth.
Salesforce, Intel, and T-Mobile's AI Moves – A Recap From The Six Five Webcast
Six Five Media
Daniel Newman & Six Five Media

Salesforce, Intel, and T-Mobile’s AI Moves – A Recap From The Six Five Webcast

Daniel Newman and Patrick Moorhead share insights on key developments from Salesforce’s Dreamforce event, T-Mobile's AI advancements, and Intel’s latest wins in AI and government contracts. Learn how these moves impact the tech industry’s future.
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