Futurum analysts share their insights on how AWS re:Invent 2025 redefines the cloud giant as an AI manufacturer. We analyze Nova models, Trainium silicon, and AI Factories as AWS moves...
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....
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...
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