Futurum Tech Webcast

On this episode of the Futurum Tech Webcast – Interview Series, host Ron Westfall welcomes Sandeep Bharathi, Chief Development Officer at Marvell Technology for a conversation on AI and the impact that it's having on the semiconductor industry as well as portfolio development, during Marvell's Industry Analyst Day Event.

Their discussion covers:

• The impact that AI will have on semiconductor technology and the market moving forward from Marvell's perspective

• How Moore's Law is changing and how Marvell has shifted its technology and IP strategy to address this change

• Advanced connectivity IP and technologies that Marvell is working on in their applications

• What areas Marvell is investing in moving forward

On this episode of the Futurum Tech Webcast – Interview Series, host Daniel Newman welcomes Loi Nguyen, PhD, EVP Optical & Copper Connectivity at Marvell Technology for a conversation on how Marvell's Optical business has changed under the influence of AI, including bandwidth, power and the key technologies enabling these shifts.

Their discussion covers:

• The evolution of Marvell's Optical business, with the increased networking demands of AI

• How optical modules have developed in terms of bandwidth and power

• The infrastructure needs of inference, within data centers and beyond

• Silicon photonics: what they are and why they are important

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On this episode of the Futurum Tech Webcast – Interview Series, host Daniel Newman welcomes Raghib Hussain, President, Products & Technologies at Marvell Technology for a conversation on generative AI, accelerated infrastructure, and the evolution of data center architecture during Marvell's Industry Analyst Day Event.

Their discussion covers:

• Marvell's perspective on generative AI and what it means for data centers

• Insights on accelerated infrastructure: what it means and what it is

• The differences between the architecture of traditional data centers and AI data centers

• What Marvell is doing to enable the move to accelerated infrastructure

On this episode of the Futurum Tech Webcast – Interview Series, host Daniel Newman welcomes Alteryx CIO Trevor Schulze for a conversation on the evolving landscape of IT decision-making, the importance of data analytics in modern IT strategy, and how IT leaders can "future-proof" their strategies by leveraging them.

Their discussion covers:

• The role of AI in the shifting role of the CIO and what IT leaders should consider around AI when making technology decisions

• The importance of data analytics in shaping the decisions made by IT leaders and contributing to overall business success

• Some top predictions for the future of IT decision-making, especially concerning the increasing emphasis on predictive analytics, the integration of AI, and the democratization of data

Insights on how IT leaders can "future-proof" their strategies by leveraging data analytics and what specific approaches can enhance these strategies for success

On this episode of The AI Moment, we will take a deeper look at a key trend in generative AI – the continued emergence of on-device AI, with special guest Olivier Blanchard, Senior Analyst and Research Director at The Futurum Group.

The discussion covers:

Key Trends in Generative AI: The installed base of smartphones and PCs is about 6.42 billion – 4.45 billion smartphones, 1.97 billion laptops, tablets and desktop PCs. This is a massive market opportunity to leverage generative AI applications. But there are challenges, including limitations to local processing, battery power and connectivity. Mark walks through some of the challenges and opportunities with my colleague, Olivier Blanchard, Senior Analyst and Research Director at The Futurum Group, whose practice area includes devices.

In this episode of Enterprising Insights, The Futurum Group Enterprise Applications Research Director Keith Kirkpatrick is joined by Mark Beccue, Research Director, AI, with The Futurum Group, to discuss the trends in Software-as-a-Service pricing, focusing specifically on enterprise applications that are or are in the process of incorporating some type of analytics-based, predictive, or generative AI. They will cover common pricing models and approaches in use today, discuss the impact AI has on software delivery economics, and will assess how advances in the training of AI models may change the calculus around AI pricing.

Finally, the pair will close out the show with the "Rant or Rave" segment, where Kirkpatrick picks one item in the market, and asks Beccue to either champion or criticize it.

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In this episode of The 5G Factor, our series that focuses on all things 5G, the IoT, and the ecosystem as a whole, The Futurum Group's Ron Westfall is joined by colleague and fellow analyst, Olivier Blanchard, for a look at the top 5G developments and what's going on that caught their eye including HP's Q4 results hinting at PC market recovery, the impact of Intel's Core Ultra debut on AI PC expansion, T-Mobile's 5G secure laptop data plan push, and Qualcomm's AI portfolio diversification gains from its Cloud AI 100 Ultra launch.

Our conversation focused on:

• HP Q4 2023 Points to PC Market Rebound
• Intel Core Ultra NPU Targets AI PCs
• T-Mobile Shows 5G Secure Laptops Key to Security
• Qualcomm Diversifies AI Portfolio with Cloud AI 100 Ultra Debut

The term "hybrid cloud" has been around for years now—but how is it still impacting today's IT ecosystem? In this episode of The Main Scoop™, Barry Baker, COO of IBM Infrastructure, unpacks the term and explores how important trends and advances, like generative AI and sustainability, fit into the future of this hybrid multicloud world with our hosts Daniel Newman and Greg Lotko. It was a great conversation and one you don't want to miss. Like what you've heard? Check out all our past episodes here, and be sure to subscribe so you never miss an episode of The Main Scoop™ series.

In this episode of Infrastructure Matters, Krista Macomber, Camberley Bates, and Steven Dickens discuss key takeaways from AWS re:Invent 2023, including the cloud juggernaut's pragmatic approach to cloud computing, focusing on AI, hybrid solutions, and cost optimization. It is also investing heavily in new features and services, and partnering with other companies to expand their reach.

Key themes include:

• Gen AI: AWS made a big push towards AI with announcements like Q, a helpful service for developers and cloud admins, custom silicon updates for Graviton and Trainium, and a focus on the AI layered cake.

• Hybrid is here: AWS acknowledged the hybrid cloud reality with announcements like S3 Express One Zone, an S3 offering for high performance computing, and AWSM2, a managed mainframe migration service.

• Cost optimization: With the economic headwinds, AWS emphasized cost optimization with announcements like the DB2 offering on AWS, which allows customers to run their legacy workloads in the cloud.

An Assessment of Key Developments Across the 5G-IoT Ecosystem Including T-Mobile Verizon Spur FWA, New Nokia FastMile Products, and Ericsson FWA Tariff Views

In this episode of The 5G Factor, our series that focuses on all things 5G, the IoT, and the ecosystem as a whole, I'm joined by my colleague and fellow analyst, Todd R Weiss, for a look at the top 5G developments and what's going on that caught our eye including the latest on the T-Mobile Verizon US 5G FWA horse race, Nokia introduces new FastMile products to address FWA scaling challenges, and Ericsson provides recommendations on 5G FWA plans.

Our conversation focused on:

US 5G FWA Horse Race Heats Up. T-Mobile is the fastest-growing internet provider in the U.S., a trend that started almost two years ago. Both T-Mobile and Verizon have managed to make FWA-based home internet service an easy installation, and the bundle proposition is vital because most of these subscribers have the service bundled with their mobile cellular offering. Combined, T-Mobile and Verizon added about 940,000 FWA/5G home internet subscribers in Q3 2023. We delve into why both mobile operators are making deep strides with their FWA service offerings and why FWA is altering the overall broadband services competitive landscape.

Nokia FastMile Addresses 5G FWA Scaling Challenges. According to GSMA Intelligence, over 90 fixed broadband service providers across 48 countries have already launched 5G FWA services. However, as FWA service uptake begins to top 15%, user experience can diminish across the board, given that existing mobile users and FWA subscribers are competing for the same limited resources. To solve this capacity challenge and boost 5G FWA deployments, Nokia has introduced next generation 5G fixed wireless broadband devices to its FastMile product portfolio. Latest in this portfolio is the Nokia FastMile 5G Receiver (5G26-A) and the Nokia FastMile 5G Gateway 7. We review the Nokia's FastMile portfolio and why we see it meeting the challenges of scaling FWA including addressing digital divide concerns.

Ericsson FWA Tariff Recommendations. According to the latest Ericsson Mobility Report June 2023, over one-quarter of FWA service providers now offer speed-based tariff plans (also referred to as quality of service, or QoS). The remaining three-quarters are still best-effort, with volume-based tariff plans (buckets of GB per month). Ericsson is recommending the adoption of speed-based tariffs, emphasizing the appeal of presenting 'up-to' speed values in contracts. We examine why this approach allies with subscribers being more drawn to plans that clearly define potential speeds, aligning with consumer expectations and building trust.

We discuss the prospects for the LLM intended to help telcos worldwide, including in Europe, Asia, and the Middle East, to develop GenAI services, such as "AI agents", flexibly and according to their respective environment.