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...
Olivier Blanchard, Research Director at Futurum, analyzes Qualcomm’s $2.4 billion Alphawave deal and how it expands AI data center capabilities with high-speed connectivity IP....
Michael Dell discusses leading through innovation at Dell Tech World 2025, sharing insights on AI, modernizing infrastructure, and how Dell empowers bold ideas....
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....
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,...
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...
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....
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....
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....
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...
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....
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...
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