-
1 week 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.
-
1 week 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.
-
3 weeks 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.
-
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.
-
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).
-
1 month 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.
-
1 month 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.
-
1 month 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.
-
1 month ago | 
futuriom.com | Mary Jander
(Editor's Note: This is a premium Cloud Tracker Pro article that will be made free for a limited amount of time.) What’s next for Hewlett Packard Enterprise (HPE)? The upcoming few months could be pivotal for the vendor as it navigates several challenges—including the possible failure of its bid to acquire Juniper Networks and its potential moves to compensate for the loss.
-
2 months ago | 
futuriom.com | Mary Jander
(Editor's Note: We conduct regular Q&As with technology leaders as part of our Cloud Tracker Pro [CTP] service. We are offering this Q&A for a limited time, before it becomes part of the CTP subscription.)
Alaa Moussawi serves as Chief Data Scientist for the New York City Council, where he oversees the operations of a team of data scientists, and a team of software engineers.
