Mary Jander

Lakewood, New Jersey

Senior Analyst at Futuriom

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Articles

Broadcom Chip Advances Ethernet for AI

3 weeks ago | futuriom.com | Mary Jander

Broadcom is shipping a new switch ASIC that could help advance Ethernet as the universal protocol for AI networks, while offering significant competition for NVIDIA’s Spectrum-X Ethernet platform. The new Tomahawk 6 (TH6) switch series is an Ethernet-based chip that supports 102.4 Tbit/s of bandwidth adaptable to a variety of configurations.
NVIDIA Faces Tough Challenge on China

3 weeks ago | futuriom.com | Mary Jander

Is the U.S. threatening its future dominance in the AI technology race by severely limiting the ability of American chip companies such as NVIDIA to compete in China? That’s the question buzzing in the tech industry following NVIDIA’s earnings report last week.
NVIDIA Posts Solid Results Despite China Ban

1 month ago | futuriom.com | Mary Jander

NVIDIA posted strong quarterly results last night, despite taking charges against lost business in China and being cut off from what management believes to be a $50 total addressable market there. And tucked into the good news were some surprising details about AI deployments, networking, and the potential for future markets.
Why Salesforce Will Buy Informatica for $8 Billion

1 month ago | futuriom.com | Mary Jander

Salesforce will acquire data management vendor Informatica in a debt-and-cash deal worth approximately $8 billion, the companies said today. And the arrangement could propel Salesforce’s future in agentic AI.
What's Next for Networking Infrastructure for AI?

1 month ago | futuriom.com | Mary Jander

Artificial intelligence (AI) is building momentum in enterprises worldwide. Futuriom's research shows that hundreds of the globe's largest firms are engaged in proof-of-concepts to bring AI to bear on a range of critical applications. At the same time, to reap AI’s rewards requires a full-on reworking of the IT infrastructure, with particular emphasis on networking. It’s clear why this is so: AI requires new levels of performance in bandwidth, latency, and security.
Messaging Hack Hints at Broader U.S. Cybersecurity Weakness

1 month ago | futuriom.com | Mary Jander

A messaging app used by now-former national security advisor Mike Waltz has been hacked, prompting questions about the current Trump administration’s capability to manage its cybersecurity technology.
Microsoft and Meta Post Great Earnings, But Can It Last?

1 month ago | futuriom.com | Mary Jander

Major hyperscalers Microsoft and Meta aren’t seeing an AI slowdown, and they’re banking on increased demand despite macroeconomic uncertainty stemming from the Trump trade war. But questions swirl as to whether the good news will be sustained longer term. On Wednesday, April 30, Microsoft announced revenue of $70.1 billion for its quarter ended March 31, 2025, up 13% year-over-year (y/y).
UALink Offers Fresh Options for AI Networking

2 months ago | futuriom.com | Mary Jander

A major push toward alternatives to NVIDIA networking for AI emerged on April 8 when the Ultra Accelerator Link (UALink) Consortium published its first specification. The consortium, led by an impressive list of members—including AMD, Apple, Astera Labs, AWS, Broadcom, Cisco, Enfabrica, Google, HPE, Intel, Juniper Networks, Meta, Microsoft, and Synopsys, to name just a few—is offering the first open-source alternative to NVIDIA’s ubiquitous NVLink to connect GPUs and CPUs in AI clusters.
Inside the Tech Tariff Catastrophe

2 months ago | futuriom.com | Mary Jander

High tariffs and export restrictions imposed by the Trump administration are snarling technology supply chains, threatening production, and forcing a dramatic shift in plans for a range of U.S. companies. And the outcome could be the opposite of what the government intends.
Why Hyperscaler Capex Could Drop in 2026

2 months ago | futuriom.com | Mary Jander

AI adoption is still growing and there are early returns showing solid productivity gains across the industry. But will 2025 represent the peak in the AI capital spending (capex) boom? Our research shows the market should expect a capex pullback of 20%-30% in 2026, based on historical norms.