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Strong Blackwell Demand Offsets H20 Restrictions as NVIDIA Delivers Solid Q1 Results
Olivier Blanchard and Daniel Newman at Futurum analyse NVIDIA’s Q1 FY 2026 results. Despite a $4.5 billion export hit, Blackwell-fueled data center and gaming momentum underscores NVIDIA’s dominant position in the AI infrastructure race.
John Roese from Dell Technologies and Dr. Pattie Maes from MIT delve into Agentic AI, explaining its power to autonomously initiate decisions and act as a business collaborator.
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss recent developments like the US chip software ban on China, Meta's AI team restructuring, and iPhone manufacturing in the US. The hosts analyze earnings from companies like Nvidia, Pure Storage, and Dell, offering insights on AI's impact on the tech industry. Their banter includes playful jabs and inside jokes, showcasing their chemistry as co-hosts. The episode concludes with a rapid-fire discussion of various tech companies' financial performances and strategic moves in the AI-driven market landscape.
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Shira Rubinoff from The Futurum Group notes that the rapid proliferation of AI in cybersecurity presents mixed implications for CISOs, highlighting a disconnect between their responsibilities and the adoption of AI technologies across departments.
The Month of March Saw the Forging of Various Memorable CX Partnerships
Alex Gaw, Contributing Analyst at The Futurum Group, undertakes a review of CX wins in March, in Part 2 of a two-part article featuring partnerships formed from March 14 until the end of the month.
March Saw the Forging of Various Memorable CX Partnerships
Alex Gaw, Contributing Analyst at The Futurum Group, undertakes a review of CX wins in March, in this Part 1 of a two-part article featuring partnerships formed from the beginning of the month to March 13.
Zendesk Acquires Ultimate and Moneypenny Buys Sunshine Communication Services
Alex Gaw, Contributing Analyst at The Futurum Group, undertakes a review of CX M&A activity in March, focusing on two key events: the acquisition by Zendesk of Ultimate, and by the Moneypenny Group of Sunshine Communication Services.
Collaborations Are Forged with CallHub, Five9, and MoEngage
Alex Gaw, Contributing Analyst at The Futurum Group, provides a roundup of the latest CX partnerships between Statara and CallHub, Playvox and Five9, and Mitto and MoEngage.
Partnerships Forged with Douglas, A Global B2B Travel Platform, and Miramar Group
Alex Gaw, Contributing Analyst at The Futurum Group, provides a roundup of the latest CX wins for Zeotap, 3CLogic, and SAP Emarsys together with their partners Douglas, a global B2B travel platform, and Miramar Group.
Alex Gaw, Contributing Analyst at The Futurum Group, provides a roundup of new and recent CX research findings from Vonage, Reward Gateway, and MessageGears.
Partnerships Succeed with University of Utah Health, Leslie’s Inc., and HTeaO
Alex Gaw, Contributing Analyst at The Futurum Group, provides a roundup of the latest CX wins for Qualtrics, UKG, and Tattle together with their partners the University of Utah Health, Leslie’s Inc., and HTeaO.
Topics Include Retailers and Free Returns, CDPs, and Dominant Themes in Surveys
Alex Gaw, Contributing Analyst at The Futurum Group, provides a roundup of new and recent CX research findings from SAP Emarsys, Tealium, and SurveyMonkey.
Companies with New Properties Include Zendesk, Nextiva, Genesys, and Bloomreach
Alex Gaw, Contributing Analyst at The Futurum Group, undertakes a review of CX M&A activity in January as the first month of the new year went underway.
Acquired Companies Include Boast, Cured, and AdaptCX
Alex Gaw, Contributing Analyst at The Futurum Group, provides a roundup of recent developments on the CX M&A front with Banzai International, Boast, Innovaccer, Cured, GTS, and AdaptCX.
Topics Include Top CX Trends for 2024, AI and CX, and an Emerging AI Gap
Alex Gaw, Contributing Analyst at The Futurum Group, provides a roundup of new and recent CX research findings from Contentsquare, Zendesk, and LivePerson.
New Partners Include Bharti AXA Life Insurance, Rayna Tours, Wayne Metropolitan Community Action Agency, and Zenni Optical
Alex Gaw, Contributing Analyst at The Futurum Group, provides a roundup of CX wins for MoEngage, 8x8, and Algolia in initiatives with Bharti AXA Life Insurance, Rayna Tours, Wayne Metropolitan Community Action Agency, and Zenni Optical.
Flywheel and LiveVox Become Omnicom and NICE Properties
Alex Gaw, Contributing Analyst at The Futurum Group, provides a roundup of recent developments on the CX M&A front involving Omnicom, Flywheel Digital, NICE, LiveVox, ServiceNow, and UltimateSuite.
The Futurum Group’s Steven Dickens reviews mainframe modernization in 2023, with AI and mainframes sharing the spotlight, and looks to 2024, which is promising for modernization with diverse approaches and open source.
Quiq Offering Spans Digital Messaging and AI-Based Contact Center
Keith Kirkpatrick and Sherril Hanson of The Futurum Group speak with conversational CX provider Quiq to learn more about the platform and what makes it unique.
Partners Include BSH Group, Miller Insurance, and Accent Group
Alex Gaw, Contributing Analyst at The Futurum Group, provides a roundup of the latest CX wins for Medallia, Salesforce, and Amperity in their partner initiatives with BSH Group, Miller Insurance, and Accent Group.
Data Usage, Perception Gap Between Brands and Consumers, and Cyberthreats to Consumer Data
Alex Gaw, Contributing Analyst at The Futurum Group, provides a roundup of new and recent CX research findings from Domo, Treasure Data, and Apple.
