On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings from Synopsys, NVIDIA Earnings Predictions, Broadcom 1st and 2nd Generation AI ASIC Programs from OpenAI, the size of the AI GPU and ASIC Market, the Windows recall date and the massive downward job revision.
Camberley Bates, Chief Technology Advisor at The Futurum Group, highlights NetApp's achievement as Microsoft Global Partner of the Year, showcasing its unique status and strategic partnerships across major cloud platforms.
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.
Weakness in the Company’s Intelligent Cloud Segment Could Indicate Slower AI Adoption
The Futurum Group’s Keith Kirkpatrick and Daniel Newman highlights Microsoft’s strong Q4 2024 earnings, driven by cloud and AI investments. Despite Azure’s growth falling short of expectations, the company’s strong revenue performance remains encouraging.
Krista Case from The Futurum Group highlighted the significance of robust cyber resiliency and disaster recovery plans in light of the recent CrowdStrike outage, emphasizing that it was a flawed software update rather than a security breach. Camberley Bates and Steven Dickens discussed the broader implications of the outage, the importance of multi-vendor strategies to mitigate risk, and the increasing regulatory focus on addressing systemic issues in cloud services.
Q2 Copilot+ PC Launches Set Stage for Impending PC Refresh Supercycle
The Futurum Group’s Research Director Olivier Blanchard covers the highlights in the AI PC market for H1 2024, focusing on the Copilot+ PC launch, which is setting the stage for the impending PC refresh supercycle.
Steven Dickens, Chief Technology Advisor at The Futurum Group, noted that last week's major outage in Microsoft's Central US region severely disrupted multiple Azure services, including Virtual Machines and Cosmos DB. The incident, compounded by the Crowdstrike debacle, highlights significant vulnerabilities in cloud infrastructure and underscores the broad impact such outages can have on dependent services and industries.
In this episode of Enterprising Insights, The Futurum Group Research Director Keith Kirkpatrick discusses two Market Insight Reports he authored at FuturumGroup.com, focusing on Text-to-Image Generation Technology for the Enterprise, and on Customer Data Platforms.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss AWS Summit New York 2024, Samsung Galaxy Unpacked July 2024, Apple & Microsoft leave OpenAI board, AMD acquires Silo, Sequoia/A16Z/Goldman rain on the AI parade, and Oracle & Palantir Foundry & AI Platform.
