Login

Tag: Intel

Talking NVIDIA, Intel, Qualcomm, Broadcom and HPE
Daniel Newman

Talking NVIDIA, Intel, Qualcomm, Broadcom and HPE

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings from Broadcom and HPE along with Chip announcements from Intel and Qualcomm.
Intel Sticks the Lunar Lake Core Ultra Landing as the AI PC Race Heats Up
Olivier Blanchard
Olivier Blanchard

Intel Sticks the Lunar Lake Core Ultra Landing as the AI PC Race Heats Up

New Lunar Lake Core Ultra Chipsets Are Everything Intel Needed to Get back Into the AI PC Race at Exactly the Right Time
Olivier Blanchard, Research Director at The Futurum Group, digs into Intel’s Lunar Lake Core Ultra announcement just ahead of IFA in Berlin, and explains the importance for Intel to get this launch right, the significance of this new AI PC platform’s entry into the Copilot+ PC ecosystem, and key competitive considerations involving PC OEMs and semiconductor rivals AMD and Qualcomm.
Intel and IBM Show Joint AI Moxie in the Cloud
Ron Westfall

Intel and IBM Show Joint AI Moxie in the Cloud

Intel and IBM Strike AI Partnership to Deploy Gaudi 3 Accelerators on IBM Cloud to Meet Enterprise AI Scaling and Optimization Demands
The Futurum Group’s Ron Westfall assesses why combining Intel Gaudi 3 AI accelerators and Xeon CPUs with IBM Cloud enables them to develop new AI capabilities and make inroads fulfilling the rapidly expanding demand for cost-effective, secure AI computing solutions.
Black Hat 2024 Reflections Security Challenges Demand Rethink on Tools and Processes
Mitch Ashley
Krista Case
Mitch Ashley & Krista Case

Black Hat 2024 Reflections: Security Challenges Demand Rethink on Tools and Processes

Mitch Ashley, Chief Technology Advisor, and Krista Case, Research Director of The Futurum Group, share insights from Black Hat USA 2024.
Six Five webcast: Strategic Moves and Innovations in the Tech Industry: Marvell, GlobalFoundries, Google, CrowdStrike, Intel, and OpenAI
Six Five Media
Daniel Newman & Six Five Media

Strategic Moves and Innovations in the Tech Industry: Marvell, GlobalFoundries, Google, CrowdStrike, Intel, and OpenAI

Marvell, GlobalFoundries, Google, CrowdStrike, Intel, and OpenAI are advancing their positions in the competitive technology landscape. In their latest Six Five webcast, Patrick Moorhead and Daniel Newman discuss strategic partnerships, innovations, and challenges as these companies navigate the rapidly evolving semiconductors, AI, cloud computing, cybersecurity, and advanced manufacturing sectors.
The Six Five team discusses New Intel SVP & GM Provides Foundry Updates
Daniel Newman

New Intel SVP & GM Provides Foundry Updates

The Six Five team discusses new Intel SVP & GM provides Foundry updates.
Talking Marvell, GlobalFoundries, Google, CrowdStrike, Intel, OpenAI
Daniel Newman

Talking Marvell, GlobalFoundries, Google, CrowdStrike, Intel, OpenAI

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Marvell to solve memory challenges for cloud providers, GlobalFoundries Q2FY24 earnings, Google deemed a monopoly in DOJ ruling, Crowdstrike aftermath: Microsoft fires back at Delta, new Intel SVP & GM provides foundry updates, and OpenAI revolving door of founders and executives.
8 Reasons Why This Summer’s Tech Stock Selloff Trend Makes No Sense
Olivier Blanchard
Olivier Blanchard

8 Reasons Why This Summer’s Tech Stock Selloff Trend Makes No Sense

The Magnificent Seven and the AI-driven Semiconductor Boom’s Fundamentals and Growth Trajectories are Strong
Olivier Blanchard, Research Director at The Futurum Group, shares his thoughts on why the tech selloff trend doesn’t align with the tech sector’s overall year-on-year performance, AI-driven chip-to-cloud opportunity, or current growth trajectory. To make his point, Blanchard addresses eight fundamental questions to be fueling the trend, touching on Apple, Intel, Taiwan, and uncertainty about the outcome of the upcoming US Presidential elections, weighed against critical product roadmaps, demand pipelines, and market momentum.
The Future of NVIDIA: A Comparison with Intel and Cisco's Legacy
Steven Dickens

The Future of NVIDIA: A Comparison with Intel and Cisco’s Legacy

Steven Dickens, Chief Technology Advisor at The Futurum Group, shares his insights on the position of NVIDIA in the marketplace and how this relates to the wider trends in the market.
Earnings Take the Talk of the Pod Intel, Kyndryl, Commvault - Infrastructure Matters, Episode 50
Krista Case
Camberley Bates
Krista Case, Camberley Bates & Steven Dickens

Earnings Take the Talk of the Pod Intel, Kyndryl, Commvault – Infrastructure Matters, Episode 50

In episode 50 of Infrastructure Matters, the hosts delve into recent earnings reports and industry trends, highlighting AWS's continued growth, Commvault's successful integration of its cloud division, and Intel's strategic restructuring. They also discuss Kyndryl's turnaround efforts and new announcements from Veeam, Splunk, and Google in AI and data management.
Talking Qualcomm, Intel, AMD, Arm, Lattice, Microsoft, Amazon
Daniel Newman

Talking Qualcomm, Intel, AMD, Arm, Lattice, Microsoft, Amazon

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Q2CY24 earnings for Intel, AMD, and Lattice, Q2 earnings for Amazon, Q3FY24 earnings for Qualcomm, Q4FY24 earnings for Microsoft, and Q1FY25 earnings for Arm.
Intel’s Q2 2024 Earnings Release: Navigating Challenges and Strategic Shifts
Ron Westfall

Intel’s Q2 2024 Earnings Release: Navigating Challenges and Strategic Shifts

Intel’s Q2 2024 Earnings Usher in a $10B Cost Reduction Plan Per Guidance Miss to Bolster Near-term Competitiveness in Key Segments and Land Long Game Strategy
The Futurum Group’s Ron Westfall shares his insights on why Intel’s Q2 2024 earnings release demonstrates significant challenges amid strategic industry shifts while its new cost reductions are key to boosting competitiveness and long-term strategy.
Become a Client

The Futurum Group

(833) 722-5337

501 West Ave., Suite 2102
Austin TX 78701

Linkedin Youtube Facebook

Welcome to The Futurum Group

Login to The Futurum Group
Login to Futurum Intelligence
Login to Futurum Labs Research Library

Thank you, we received your request, a member of our team will be in contact with you.