Futurum’s Daniel Newman gives some quick hit insights on three stories making headlines this week.
MWC 2021: Marvell OCTEON 10 DPU Launch Injects Innovation Boost to DPU Technology
The new Marvell OCTEON 10 DPU solution is positioned to gain rapid traction in meeting the burgeoning security, networking, and storage workload demands of the data center, cloud, 5G, carrier, and enterprise realms as the sampling process unfolds in H2 2021. Futurum’s Ron Westfall examines why Marvell’s new OCTEON 10 DPU is clearly differentiated and why the solution is well-suited to advance processing capabilities such as parsing, classification, and inline IPSec applications using hardware accelerators to provide ML and vector packet processing as well as Terabir switching key to delivering performance and power efficiency breakthroughs.
Amazon’s Stock has Been Stuck in Neutral, but a Host of Catalysts May Soon Change That
Amazon has been diversifying its businesses and executing at the highest levels, and that could help with their stock growth.
NVIDIA Receives Public Vote of Confidence on its $40 Billion Arm Deal
The proposed NVIDIA acquisition of Arm has received a mass of attention. This week, Broadcom and Marvell came out in support or the deal.
Week of June 21: Hot Takes on AWS, Salesforce, Lattice, Microsoft
Over the past few days there were several interesting stories that broke on AWS, Microsoft, Salesforce, and Lattice Semiconductor.
Microsoft Windows 11 — Focused on Ease, Productivity, and Creativity
The Microsoft Windows 11 has finally, and officially, been confirmed by Microsoft, with the company promising availability as a free upgrade to Microsoft 10 users first, and available in the wild sometime in October, with new hardware running the OS. Futurum’s Shelly Kramer breaks down the nuances of the “next generation of Windows” announcement from Microsoft, clearly focused on ease, productivity, and creativity.
Salomon’s Selection of HPE GreenLake Designed to Aid in Meeting its Ambitious Sustainability Goal
Futurum’s Steven Dickens provides his take on news coming out of HPE’s Discover event of leading sports manufacturer Salomon’s selection of HPE GreenLake. Not only is this move intended to provide a next-generation, on-premises cloud environment, it’s also a nod toward the company’s focus on ESG and meeting its ambitious sustainability goal — and perhaps a key point of vendor differentiation moving forward.
Zoom’s Pandemic-fueled Growth is the Start, Not the End
Zoom’s revenue growth is slowing, but it has diversified its offerings, creating a long and wide runway for the company.
Adobe Outperforms Q2 Expectations on Strong Portfolio Demand
Adobe delivered a robust top and bottom line outperform on rapidly growing demand for its digital experience and creative offerings.
HPE Acquires Determined AI to Accelerate ML Training Capabilities
On Day 0 of HPE Discover, HPE announced the acquisition of Determined AI to augment and accelerate its AI training capabilities.