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Tag: Dell

Momentum Shifts in the Tech Sector Q3 2025
October 3, 2025

Futurum Tech Vanguards 2025 Q3: The Established Resurge

Alex Smith, VP at Futurum, explores how established tech companies are resurging, detailing big tech performance and shifts in cloud power balance fueled by AI infrastructure and strategic pivots....
Dell Q2 FY 2026 Results Show 19% Revenue Jump, AI Server Shipments Surge
September 2, 2025

Dell Q2 FY 2026 Results Show 19% Revenue Jump, AI Server Shipments Surge

Olivier Blanchard and Daniel Newman at Futurum, examine Dell’s Q2 FY 2026 earnings, highlighting record ISG growth fueled by AI servers and why margin pressures and soft CSG results show...
July 10, 2025

Dell Launches Early AI Infrastructure Offering for Enterprise Demand

Ray Wang, Research Director at Futurum, shares insights on Dell’s early deployment of NVIDIA GB300 NVL72 systems with CoreWeave. The launch sets a new standard in rack-scale performance for AI...
Dell Q1 FY 2026: Robust AI Server Sales, Guidance Lift Despite EPS Miss
June 3, 2025

Dell Q1 FY 2026: Robust AI Server Sales, Guidance Lift Despite EPS Miss

Olivier Blanchard and Daniel Newman of Futurum explore how Dell’s record AI server momentum and rising backlog are fueling its infrastructure lead, even as consumer softness delays broader PC refresh...
Dell’s Pro Max Plus Laptop Broadens Local AI Development Opportunity
May 29, 2025

Dell’s Pro Max Plus Laptop Broadens Local AI Development Opportunity

Olivier Blanchard, Research Director at Futurum, shares insights on Dell’s Pro Max Plus mobile workstation and its enterprise-grade NPU powering on-device AI development without cloud reliance....
Can Dell Challenge Public Cloud AI with Its Expanded AI Factory?
May 29, 2025

Can Dell Challenge Public Cloud AI with Its Expanded AI Factory?

Olivier Blanchard, Research Director at Futurum, shares insights on Dell’s expanded AI Factory offerings, including infrastructure, AI PCs, and partner solutions aimed at making enterprise AI more scalable and energy-efficient....
Dell Tech World 2025 - Is it a Good Time to be in Hardware Again?
May 28, 2025

Dell Tech World 2025 – Is It a Good Time To Be in Hardware Again?

Alex Smith, Krista Case, and Olivier Blanchard from Futurum share their insights on the key themes and announcements from the latest Dell Tech World....
Tariff Watch 2025 - Has the Tech Community Dodged a Bullet?
April 30, 2025

TariffWatch 2025 – Has the Tech Community Dodged a Bullet?

Alex Smith, VP Channels Research at The Futurum Group, shares his insights on how tariffs impact different technology sectors and vendors. It will explore how the industry is looking to...
Tech Leaders Navigate Fluid Tariff Environment
March 21, 2025

Tech Leaders Navigate Fluid Tariff Environment

Alex Smith, VP & Practice Lead, Channels and Go-to-Market at The Futurum Group, shares his insights on how technology leaders are responding to the fluid tariff environment based on comments...
Dell Expands Virtualized Networking Capabilities Through 6WIND Partnership
March 19, 2025

Dell Expands Virtualized Networking Capabilities Through 6WIND Partnership

Ron Westfall, Research Director at The Futurum Group, examines Dell’s partnership with 6WIND, integrating VSR software with PowerEdge servers to enhance virtualized networking for CSPs and enterprises....
The Battle of the AI Models ChatGPT 4.5 and Claude 3.7 - Six Five Webcast - Infrastructure Matters
March 7, 2025

The Battle of the AI Models ChatGPT 4.5 and Claude 3.7 – Six Five Webcast – Infrastructure Matters

Hosts Camberley Bates, Keith Townsend, and Dion Hinchcliffe discuss the latest AI model releases, ChatGPT 4.5 and Google's Gemini, along with market insights and more....
Dell Q4 FY 2025 Earnings Show Strong AI Momentum, ISG Revenue Up 22% YoY
March 5, 2025

Dell Q4 FY 2025 Earnings Show Strong AI Momentum, ISG Revenue Up 22% YoY

Olivier Blanchard, Research Director at The Futurum Group, analyzes Dell’s Q4 FY 2025 earnings, highlighting record AI-driven ISG growth, a $9 billion AI backlog, and CSG challenges. With AI server...

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