The Futurum Group
@TheFuturumGroup
Leader in High Tech Research + Analysis. Focused on advising the world’s largest Tech companies, and applying a disruptive approach to reaching decision makers
🎙️ 𝘛𝘩𝘦 𝘚𝘪𝘹 𝘍𝘪𝘷𝘦 𝘗𝘰𝘥 | 𝘌𝘗 268 features an in-depth discussion on the strategic forces shaping today’s economic and technology landscape. @danielnewmanUV and @PatrickMoorhead analyze developments including expanded chip access to China for @nvidia and @AMD, the…
▶️ @TheFuturumGroup CEO @danielnewmanUV appeared on @CNBC’s 𝘗𝘰𝘸𝘦𝘳 𝘓𝘶𝘯𝘤𝘩 to provide strategic insight into current trends shaping the technology sector. Alphabet Inc. continues to demonstrate strong momentum. Daniel emphasized the company’s advancements in AI, custom…
𝗥𝗲𝗱𝘂𝗰𝗶𝗻𝗴 𝗰𝗼𝗺𝗽𝗹𝗲𝘅𝗶𝘁𝘆, 𝗶𝗺𝗽𝗿𝗼𝘃𝗶𝗻𝗴 𝘃𝗶𝘀𝗶𝗯𝗶𝗹𝗶𝘁𝘆: 𝗠𝗶𝗰𝗿𝗼𝘀𝗼𝗳𝘁’𝘀 𝗦𝗲𝗻𝘁𝗶𝗻𝗲𝗹 𝗗𝗮𝘁𝗮 𝗟𝗮𝗸𝗲 𝗿𝗲𝗱𝗲𝗳𝗶𝗻𝗲𝘀 𝗺𝗼𝗱𝗲𝗿𝗻 𝗦𝗢𝗖 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆. With AI-powered threats growing more complex, @Microsoft’s new 𝗦𝗲𝗻𝘁𝗶𝗻𝗲𝗹…
Building successful enterprise AI starts with a solid, scalable architecture. In this 𝘚𝘪𝘹 𝘍𝘪𝘷𝘦 𝘞𝘦𝘣𝘤𝘢𝘴𝘵, host @CTOAdvisor is joined by @Lenovo’s Doug Oathout and @nvidia's Peter Lillian to explore what it takes to build a secure, scalable, and efficient foundation…
SAP reported 28% cloud growth in Q2 FY 2025 and reaffirmed its full-year outlook, signaling strong momentum across its Cloud ERP suite, Business Data Cloud, and expanding AI portfolio. @TheFuturumGroup’s @Keith_Kirkpat provides an in-depth analysis of @SAP’s earnings, strategic…
The sustainability challenge has become a strategic priority as the AI industrial revolution drives unprecedented demand for computing and storage infrastructure. In this 𝗦𝗶𝘅 𝗙𝗶𝘃𝗲 𝗪𝗲𝗯𝗰𝗮𝘀𝘁, host @MasSubestimado speaks with @Lenovo’s Matthew Ziegler and @nvidia's…
From $4.2B to $39.1B in just eight quarters, @nvidia's data center revenue growth has redefined the AI infrastructure market. Compute demand continues to outpace projections as organizations scale training and inference workloads for increasingly complex AI models. The true…
▶️ @TheFuturumGroup’s @rwang07 joined @Bloomberg's 𝘛𝘩𝘦 𝘈𝘴𝘪𝘢 𝘛𝘳𝘢𝘥𝘦 to provide strategic insight into the implications of recent U.S. export control policy shifts and what they mean for @nvidia's ($NVDA) momentum in China. With demand for H20 and new B30 chips…
From data chaos to AI clarity: unlocking the full potential of enterprise AI starts with trusted, high-quality data. Despite the promise of generative and agentic AI, many organizations face critical roadblocks rooted in data quality, accessibility, and governance. Incomplete or…
▶️ @FuturumEquities’ Chief Market Strategist, @StockSavvyShay, offered perspective on near-term earnings and long-term tech trends during his recent appearance on Schwab Network. He noted that @Tesla's Q2 results may disappoint, with expected declines in deliveries and earnings…
📊 @nvidia has officially surpassed the $4 trillion market cap milestone, establishing itself as the driving force behind accelerated computing and AI infrastructure. Over the past two years, NVIDIA’s total quarterly revenue has surged from just over $7B to $44B. The data center…
🌍 Open source continues to shape the global digital infrastructure, with cloud leading the charge. New research from 𝗙𝘂𝘁𝘂𝗿𝘂𝗺 𝗜𝗻𝘁𝗲𝗹𝗹𝗶𝗴𝗲𝗻𝗰𝗲 reveals that open-source adoption is thriving across all deployment models. Public cloud usage leads the way, reaching…
TSMC has reported its Q2 FY 2025 earnings, surpassing expectations and reaffirming its leadership at the forefront of semiconductor innovation. Fueled by relentless AI demand, sustained technology leadership, and tight execution, TSMC posted 44% year-over-year revenue growth and…
