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Tag: ethernet

NVIDIA Q3 FY 2026 Record Data Center Revenue, Higher Q4 Guide
November 25, 2025

NVIDIA Q3 FY 2026: Record Data Center Revenue, Higher Q4 Guide

Futurum Research analyzes NVIDIA’s Q3 FY 2026 earnings, focusing on AI infrastructure demand, Blackwell ramp, networking scale, and ecosystem partnerships shaping the outlook into Q4 and FY 2027....
Intel and IBM Show Joint AI Moxie in the Cloud
September 4, 2024

Intel and IBM Show Joint AI Moxie in the Cloud

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...
Why Ethernet is Vital to Fulfilling AI’s Potential
August 13, 2024

Why Ethernet is Vital to Fulfilling AI’s Potential

In our latest white paper, Why Ethernet is Vital to Fulfilling AI’s Potential, we explore why the Broadcom portfolio provides Ethernet solutions and capabilities that assure lower costs and address...
Marvell Pumps up the Teralynx 10 Ethernet Switch Volume
July 29, 2024

Marvell Pumps up the Teralynx 10 Ethernet Switch Volume

The Futurum Group’s Ron Westfall assesses why the Marvell Teralynx 10 Ethernet switch delivers the low-latency, low-power, high-bandwidth, programmable platform and an architecture optimized for AI and cloud network demands...
A Foundation for Scalable Infrastructure — Dell + Broadcom
July 17, 2024

A Foundation for Scalable Infrastructure: Dell + Broadcom

In our latest Lab Insight Report, A Foundation for Scalable Infrastructure: Dell + Broadcom, completed in partnership with Dell and Broadcom, we evaluate the impact of network speed on storage,...
Juniper 800GB Ethernet for AI Training
July 11, 2024

Juniper 800GB Ethernet for AI Training

Alastair Cooke, CTO Advisor at The Futurum Group, shares insights from the Juniper Networks presentation at Cloud Field Day 20 on 800GB Ethernet for AI training and the Juniper AI...
The Future of Workplace Collaboration - Six Five In the Booth at InfoComm 2024
June 17, 2024

The Future of Workplace Collaboration – Six Five In the Booth at InfoComm 2024

HP’s Greg Baribault joins Melody Brue to share his insights on how HP and Poly are revolutionizing workplace collaboration through innovative technology and a focus on sustainability. This unique partnership...
Networking the AI Future: Ethernet's Role in Scaling AI Infrastructure - Six Five On The Road at Dell Technologies World
May 28, 2024

Networking the AI Future: Ethernet’s Role in Scaling AI Infrastructure – Six Five On the Road at Dell Technologies World

Hasan Siraj, Head of Software Products / Ecosystem at Broadcom, joins hosts Dave Nicholson and Lisa Martin to share his insights on Ethernet's increasing role in AI infrastructure and how...
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...
Cisco and NVIDIA Ease Enterprise Adoption of AI Infrastructure
February 22, 2024

Cisco and NVIDIA Ease Enterprise Adoption of AI Infrastructure

The Futurum Group’s Ron Westfall examines how the strengthened Cisco NVIDIA alliance can play an integral role in accelerating enterprise transition and re-architecting to AI networking vital to deploying and...
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....
5G Factor VRN: Ethernovia’s New Ethernet Approach to EV/SDV Evolution
September 6, 2023

5G Factor VRN: Ethernovia’s New Ethernet Approach to EV/SDV Evolution

Futurum Group’s Ron Westfall and Olivier Blanchard assess why Ethernovia’s zonal architectures are critical to advancing and scaling fast-evolving SDV/EV applications such as ADAS, AD, and 5G-enabled OTA....

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