FuturumWebcast
@FuturumWebcast
Weekly insights + analysis of the technology, trends, people, news, mergers, policies, and markets that shape the world today. @TheFuturumGroup
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.@TheFuturumGroup’s @DanielNewmanUV is joined by @Tray.io CEO and Co-Founder, @RichWaldron, to discuss the company’s mission to deliver the intelligent autonomous enterprise, enabling organizations to transform every business process using AI. bit.ly/3U5ojzo
Proud moment here: 👏Great to watch @TheFuturumGroup's @OABlanchard make his @Bloomberg TV debut talking about the global semiconductor space and what is happening in China and how China is staying competitive. Watch -> Wrote 4 books with this guy b/c he's smart! $NVDA $AMD $QCOM
It shouldn’t surprise anyone that the U.S. won’t allow AMD to make a weaker AI chip for China when it didn’t let NVIDIA. This is about national security and global tech leadership. In this case the rules apply to all. reuters.com/technology/amd… $NVDA $AMD
Looking forward to covering #MSSecure for @TheSixFiveMedia! @TheFuturumGroup
Always great to collaborate with the team @BMCSoftware This time we talked about how to architect your CI/CD pipeline for resilience and new regulations such as DORA.
Fun times in Orlando at Share filming a series of new Main Scoop with @GregLotko and the @BroadcomMSD team.
The question I wanted to ask Rami Rahim the most wasn’t just what is @JuniperNetworks doing in AI, but what is Juniper doing in AI that is truly different? In this extended conversation Rami and I went deep on the company’s journey across network innovation and how it has…
This week, @SFoskett joins @StevenDickens3 and @DanielNewmanUV as @TheFuturumGroup heads to #SHARE2024, the largest open source conference, in Orlando. #SHAREOrlando2024
Exciting update from @TheFuturumGroup I am beyond excited to have @Robert_Sutor join The Futurum Group as VP and Practice Lead for our Emerging Technologies practice including Quantum Computing and Advanced AI. Bob brings 4 decades of experience at IBM leading Quantum and AI…
The crew is back on the road next week at #HPAmplify in Vegas where #tech industry leaders and visionaries come together to drive growth and quality customer experiences. @danielnewmanUV and @PatrickMoorhead will talk with HP leaders including: @AlexChoHP, @EnriqueJLores,…
Always a pleasure to jump on the @SchwabNetwork this time to talk about a busy week in the markets for cloud stocks... We talked about @HPE @Dell @SnowflakeDB amongst others...
I greatly enjoyed reading @SherylEstrada’s fabulous write-up of our discussion at @FortuneMagazine’s CFO dinner earlier this week. @TheFuturumGroup’s AI-Cyber bench includes luminaries such as @Shirastweet finance.yahoo.com/news/futurum-g…
When I said $DELL just knows how to make it happen on earnings day… The market reaction says it all. The macro is tough, but @Dell is great at figuring it out.
Dell’s superpower is beating even in wildly complex macros through op excellence. Did it once again here. Infrastructure takes charge here and offsets soft PC business 40% QoQ growth in AI order book. Diversified to benefit from AI tailwind. Solid quarter and mgmt from $DELL
Mixed result for @HPE. Great bottom line growth and margin expansion versus slower top line growth. The number I really like is the 41% ARR growth and ~3000 GreenLake customer adds. Spoke to @AntonioNeri_HPE and he sees acceleration as GPU avail grows. AI is the tailwind! $HPE
Had the opportunity to get under the hood and see some demos of the new @Microsoft Copilot for Finance. This is a great Gen AI use case for efficiency and productivity gains in collections, compliances, quote to cash etc. Read up 👇🏻 More later. $MSFT microsoft.com/en-us/microsof…
microsoft.com
Introducing Microsoft Copilot for Finance in Microsoft 365| Microsoft 365 Blog
Transform your financial processes with Microsoft Copilot for Finance in Microsoft 365—now in public preview. Learn more.
It's a beat-beat-raise for @PureStorage. While YoY revenue fell to single digit, company guided back to double digit growth in FY 25. ARR growth 25% + Evergreen Cloud 100% + 31% RPO growth look great. Remain market leader in NPS. AI story beginning to take shape. $PSTG
The quick rundown on @HP Q1 earnings. EPS $0.81 (Est. $0.81) Sales $13.19B (Est. $13.51B) PC numbers still lag, but optimism is here with AI PC and strong client numbers from $ARM $INTC and $AMD Spoke to CEO Enrique Lores, cautious on AI PC impact in 24. But, overall positive
The website is live for the Mainframe Mini Summit on April 8th. With the likes of @IBM, @BroadcomMSD, @Rocket and @BMCSoftware already locked in its shaping up to be a great event!!! mainframe.thesixfivesummit.com
mainframe.thesixfivesummit.com
The Six Five Mainframe Summit
Welcome to Six Five Mainframe Summit with speakers from IBM, Broadcom, Rocket Software, VirtualZ Computing, 21CS, BMC, and more.
.@Cohesity made a splash yesterday with the introduction of Gaia, a #generativeai tool for protection data. futurumgroup.com/insights/cohes…
futurumgroup.com
Cohesity Gaia Uses RAG to Unlock Valuable Secondary Data
Cohesity introduces Gaia, an AI-powered conversational assistant that uses retrieval-augmented generation (RAG) for querying secondary data.
Have questions for @AvizNews? Ask the delegates using hashtag #NFD34! tfd.bz/3STQ0sr
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