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Tag: ASIC

Could Quantum-Resistant Printers Be the Next IT Procurement Standard?
March 25, 2025

Could Quantum-Resistant Printers Be the Next IT Procurement Standard?

Olivier Blanchard, Research Director at The Futurum Group, examines HP’s quantum-resistant 8000 Series printers and the implications for IT leaders preparing for post-quantum security mandates....
Debating The Size of The AI GPU & ASIC Market
August 28, 2024

Debating The Size of The AI GPU & ASIC Market

The Six Five team discusses Debating The Size of The AI GPU & ASIC Market...
Marvell Q4 and Fiscal Year 2024: AI Takes Center Stage
March 11, 2024

Marvell Q4 and Fiscal Year 2024: AI Takes Center Stage

The Futurum Group’s Ron Westfall and Daniel Newman assess why Marvell’s Q4 and FY 2024 results are solidly positioned to drive infrastructure silicon innovation for accelerated computing throughout 2024 and...
NVIDIA Getting into DC AI ASIC Market?
February 20, 2024

NVIDIA Getting into DC AI ASIC Market?

The Six Five team discusses NVIDIA getting into DC AI ASIC market....
We are Live! Talking Cloudera, NVIDIA, IFS, Plus, Cisco, Lattice
February 20, 2024

We are Live! Talking Cloudera, NVIDIA, IFS, Plus, Cisco, Lattice

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss NVIDIA getting into the DC AI ASIC market, preview of IFS’s "Direct Connect" event, Plus...
Broadcom Unleashes New Trident 5-X12 Chip Fueled by NetGNT Engine
December 4, 2023

Broadcom Unleashes New Trident 5-X12 Chip Fueled by NetGNT Engine

The Futurum Group’s Ron Westfall assesses why Broadcom’s new Trident 5-X12 chip, augmented by NetGNT innovation, fulfills growing customer demand for flexible chip portfolios, customizable per application, reducing ToR congestion...
Marvell Q3 Fiscal 2024: Datacenter Business Shines
December 4, 2023

Marvell Q3 Fiscal 2024: Datacenter Business Shines

The Futurum Group’s Daniel Newman and Ron Westfall assess why Marvell Q3 fiscal 2024 results show its portfolio is in fundamental accord with the topmost data infrastructure priorities....
Marvell Q2 Fiscal 2024: AI and Cloud Are Top Growth Drivers
August 25, 2023

Marvell Q2 Fiscal 2024: AI and Cloud Are Top Growth Drivers

The Futurum Group’s Ron Westfall and Daniel Newman assess why Marvell Q2 Fiscal 2024 results show that its portfolio is solidly aligned with the topmost priorities across the AI and...
May 30, 2023

Marvell Fiscal Q1 2024: AI and ASICs are Marvell’s Shining Stars

The Futurum Group’s Daniel Newman and Ron Westfall examine why Marvell turned in an impressive fiscal Q1 2024 fueled by rapidly burgeoning ecosystem-wide demand for AI and expanding demand for...
March 3, 2023

Marvell Fiscal Q4 2023 & FY 2023: Delivers Record Revenue in Fiscal 2023; Cloud-led Data Center Revenue Flourishes

Futurum’s Daniel Newman and Ron Westfall assess why Marvell turned in a solid quarter against a tough semiconductor market as post-pandemic inventory adjustments continue across key segments and believe that...
December 5, 2022

Marvell Fiscal Q3 2023: Record Quarter Revenues and New Cloud Products Pave Way for Long-Term Growth

Futurum’s Daniel Newman and Ron Westfall evaluate Marvell’s fiscal Q3 2023 results highlighted by record revenue of $1.54 billion, growing 27% year over year, and why portfolio-wide innovations, such as...
November 30, 2022

Marvell Unleashes Custom ASIC Portfolio Innovations to Fulfill New Global Data Infrastructure Demands

Marvell Technologies continues to power innovation across its custom ASIC portfolio using 3nm, customization, and chiplet IP advances to provide optimized performance, power & area breakthroughs, and maximized returns on...

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