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Tag: AI computing

AMD OpenAI Partnership Scale Win or Execution Risk at 6 GW
October 7, 2025

AMD OpenAI Partnership: Scale Win or Execution Risk at 6 GW?

Ray Wang, Research Director at Futurum, shares his insights on the AMD OpenAI partnership spanning 6 GW of Instinct GPUs, where milestone-linked warrants and power readiness define the next phase...
HP’s New EliteBook Series Brings AI to the Forefront of Business Laptops
March 25, 2025

HP’s New EliteBook Series Brings AI to the Forefront of Business Laptops

Olivier Blanchard, Research Director at The Futurum Group, explores HP’s new EliteBook series and how AI-driven NPUs, premium displays, and enterprise security position these business laptops in a competitive market....
CoreWeave files for IPO: Specialized AI Cloud Provider Eyes Next Phase of Growth
March 5, 2025

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

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....
Nvidia Q4 FY 2025: AI Momentum Strengthens Despite Margin Pressures
February 28, 2025

Nvidia Q4 FY 2025: AI Momentum Strengthens Despite Margin Pressures

Richard Gordon, VP & Practice Lead, Semiconductors at The Futurum Group, analyzes Nvidia’s Q4 FY 2025 earnings, highlighting record-breaking AI-driven growth, Blackwell’s rapid adoption, and margin pressures amid supply constraints....
Can Hammerspace’s Tier 0 Unlock the Full Potential of AI GPUs?
February 6, 2025

Can Hammerspace’s Tier 0 Unlock the Full Potential of AI GPUs?

The Futurum Group’s Krista Case and Camberley Bates analyze Hammerspace’s 10x growth and Tier 0 storage, which eliminates GPU bottlenecks. Can its expansion and innovation reshape AI infrastructure?...

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