Terry Farmer

Passionate about leveraging the power of data to create great products and powerful brands.

[Will @WillBaizer]

Every god damn week

[Terry Farmer @terryfarmerT12]

Excited to bring our expert insights wherever you work!

[The Futurum Group @TheFuturumGroup]

Research delivers more value when it is available at the moment a business decision is being made.

The Futurum Intelligence API and MCP Connector bring proprietary market intelligence directly into the AI tools and workflows your team already uses. Access market forecasts, decision-maker survey data, Futurum Signal research and account intelligence without opening another platform or exporting files.

Your team can work in Claude, ChatGPT, Gemini, Cursor or its own internal systems. Futurum provides the research layer underneath the workflow so every question can begin with stronger inputs and deeper market context.

See how Futurum intelligence can work inside your stack and request a demo: https://t.co/a6eq0uG25i

#MarketIntelligence #EnterpriseAI #Futurum

[The Futurum Group @TheFuturumGroup]

Research delivers more value when it is available at the moment a business decision is being made.

The Futurum Intelligence API and MCP Connector bring proprietary market intelligence directly into the AI tools and workflows your team already uses. Access market forecasts, decision-maker survey data, Futurum Signal research and account intelligence without opening another platform or exporting files.

Your team can work in Claude, ChatGPT, Gemini, Cursor or its own internal systems. Futurum provides the research layer underneath the workflow so every question can begin with stronger inputs and deeper market context.

See how Futurum intelligence can work inside your stack and request a demo: https://t.co/a6eq0uG25i

#MarketIntelligence #EnterpriseAI #Futurum

[The Futurum Group @TheFuturumGroup]

IBM delivered another strong quarter with revenue up 9% year over year to $16.3 billion, driven by increased demand for AI, automation, and hybrid cloud. The launch of IBM z17 and expanding GenAI adoption boosted both profitability and cash flow.

Software growth was led by automation and Red Hat ARR momentum, while Consulting showed signs of sustained AI-driven engagement. Infrastructure also delivered standout results, marking IBM’s strongest third-quarter Z performance in nearly two decades.

With guidance raised for revenue and free cash flow, @IBM enters Q4 positioned for continued growth across its AI, hybrid cloud, and mainframe portfolio.

👉 Learn more about IBM’s AI strategy, hybrid infrastructure momentum, and outlook: https://t.co/t5Ki6wzdH0

#IBM #AI #HybridCloud #Automation #EnterpriseTech #Futurum

[Terry Farmer @terryfarmerT12]

Great write-up Keith!

Keith Kirkpatrick, Research Director at Futurum, shares his insights on Microsoft's new Dynamics 365 agents, which aim to transform business applications from systems of record to systems of action. https://t.co/koRJGrGb6H

[Terry Farmer @terryfarmerT12]

Great piece from Ray on AWSs new AI infrastructure offering.

[The Futurum Group @TheFuturumGroup]

𝗛𝗶𝗴𝗵-𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲 𝗔𝗜 𝗶𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲, 𝗻𝗼𝘄 𝗳𝘂𝗹𝗹𝘆 𝗶𝗻𝘁𝗲𝗴𝗿𝗮𝘁𝗲𝗱.

Amazon Web Services’ new EC2 P6e-GB200 UltraServers are built to support trillion-parameter AI workloads at scale. Powered by NVIDIA Grace Blackwell Superchips, they deliver up to 360 PFLOPS of FP8 compute and 13.4 TB of HBM3E memory, setting a new bar for performance and integration.

The UltraServers combine liquid cooling, fifth-gen NVLink, and EC2 UltraClusters to create AWS’s most advanced GPU-backed system to date. With native support for SageMaker HyperPod, Amazon EKS, and NVIDIA DGX Cloud, these servers are designed to accelerate deployment across AI pipelines, Kubernetes environments, and inference-intensive workloads.

@TheFuturumGroup’s @rwang07 breaks down what this launch means for the future of scalable AI infrastructure: https://t.co/HM9JuunZrE

#AWS #AIInfrastructure #GraceBlackwell #GPUs #CloudComputing

[The Futurum Group @TheFuturumGroup]

𝗖𝘆𝗯𝗲𝗿𝘀𝗲𝗰𝘂𝗿𝗶𝘁𝘆 𝗹𝗲𝗮𝗱𝘀 𝗲𝗻𝘁𝗲𝗿𝗽𝗿𝗶𝘀𝗲 𝗜𝗧 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗽𝗿𝗶𝗼𝗿𝗶𝘁𝗶𝗲𝘀 𝗳𝗼𝗿 𝟮𝟬𝟮𝟱

𝘍𝘶𝘵𝘶𝘳𝘶𝘮 𝘐𝘯𝘵𝘦𝘭𝘭𝘪𝘨𝘦𝘯𝘤𝘦’𝘴 𝘘2 2025 𝘊𝘐𝘖 𝘚𝘶𝘳𝘷𝘦𝘺 reveals:
🔐 59% of CIOs say having the right tools to detect and fight cyberattacks is the top buying driver
🛡️ 35% cite ransomware protection as a distinct priority
🧠 28% are investing in tactical AI adoption and experimentation
💸 25% focus on cost-cutting to improve efficiency
🌐 Cloud strategy, digital innovation, and infrastructure modernization follow closely

CIOs are aligning tech investments with risk management, resilience, and operational impact.

📊 Explore the full data and insights: https://t.co/fvxGeavjeb

#Cybersecurity #ITStrategy #EnterpriseIT #AI #FuturumIntelligence

[Terry Farmer @terryfarmerT12]

@TheFuturumGroup Exciting new dataset from Dion and The Futurum Group

[The Futurum Group @TheFuturumGroup]

IBM exceeded Q2 FY 2025 expectations with double-digit profit growth, record free cash flow, and a GenAI book of business surpassing $7.5B.

In this latest analysis from @TheFuturumGroup, @nickpatience and @danielnewmanUV examine how IBM’s hybrid cloud strategy, AI-driven portfolio, and operational discipline are driving enterprise-scale adoption and sustained margin expansion.

Read the full analysis for insights into @IBM’s financial performance, GenAI momentum, and updated FY 2025 outlook: https://t.co/blwa86Tp8q

#IBM #GenAI #HybridCloud #EnterpriseAI #TheFuturumGroup

[Daniel Newman @danielnewmanUV]

Looking ahead at what is in store for $AAPL $META, the AI playbook for retail and more👇🏻

The breakdown from our fearless @FuturumEquities leader @StockSavvyShay as he joins @YahooFinance this morning 💪🏻🔥

[The Futurum Group @TheFuturumGroup]

🚀 NEW AI PROCESSORS DATASET 🚀

Futurum Intelligence has just released its AI Chipset Market Share Analysis and 5-Year Forecast exploring the evolving AI chipset sector within data centers.

This study examines 18 chip vendors, revealing their revenue and growth projections across key product lines like GPUs, CPUs, XPUs, and Custom Cloud Accelerators.

Key insights include:
🔹 The AI data center chipset market is set to soar from $38B in 2024 to $138B by 2028, driven by a 30% CAGR.
🔹 CPUs will continue playing a vital role, with their market share growing from $7.7B to $26B by 2028.
🔹 NVIDIA dominates the GPU market with a 92% share, contributing to a sector poised to reach $102B by 2028.

📊 Read the full press release https://t.co/oMZLLWMp4B

[Daniel Newman @danielnewmanUV]

AMD to acquire ZT Systems—An Overview and Outlook 👇🏻

Today, AMD announced a definitive agreement to acquire ZT Systems, a provider of AI and general-purpose infrastructure for the world’s largest hyperscale providers.

Deal Size: $4.9 Billion in cash and stock

Why it matters: Over the past year, AMD has been aggressively investing in software and consulting services companies to enable it to grow more rapidly into what it has described as a $400 Billion AI Chips (GPU, XPU, Accelerator) Market (by the end of 2027). While this forecast exceeds our own for AI chips, the company sees a sizable opportunity but has struggled to compete with NVIDIA without certain capabilities that it has been aggressively acquiring.

From a software perspective, AMD has made significant progress with ROCm, and a series of acquisitions including its most recent Silo AI has added to its capabilities. Also, what has been described as software evolving to higher abstractions for AI software development (PyTorch, Jax, etc.) could be an advantage, but this has been more speculative than reflective in numbers to date.

Having said that, AMD is the unchallenged number two in DC AI GPUs and has already seen its $4.5 billion (annual forecast) Instinct portfolio swell—however, many investors and likely AMD insiders all see the opportunity as substantially larger given the strong capex demand for AI chips and the perceived interest in a meaningful competitor to take on NVIDIA’s strong moat and pricing power.

A note on the integration and other expectations: The partnership between ZT and AMD has already existed and the companies have long collaborated on EPYC designs and there was an existing work stream with the MI line. This should bode well for the integration, culture, and growth that can be realized quickly.

On the systems manufacturing side, it seems that AMD and Su do not intend on going down the path of full systems business like NVIDIA has with DGX. There are overlaps with ZT servicing Intel and NVIDIA and those relationships. The split off should suffice.

I also think AMD will have some positive responses for going down this path but not entering the full systems space. Hyperscalers are already trying to take on more of an open system approach and seek to have choice and in many cases the opportunity to build homegrown AI chips that can be paired with different CPU head nodes and networking/storage architectures. This could open the door to strong alignments with a partner like Broadcom, which is pushing a more open standard approach.

Final thought: A significant deal for AMD. It moves the needle and sets the company up for more growth in an area where growth is expected. NVIDIA isn’t going to overreact to this, nor should it, but it is a reminder that competition is coming and there is meaningful opportunity for AMD here. And Su knows it and continues to run her play on how it can capitalize on the AI demand that is growing and will continue to do so.

$AMD $INTC $NVDA $GOOGL $MSFT $AMZN

[Terry Farmer @terryfarmerT12]

Lots of great speakers over the next few days. Great opportunity to learn from the world’s leaders in tech.

[Daniel Newman @danielnewmanUV]

The countdown begins! ⏳

Only a few hours until this year’s Six Five Summit featuring an outstanding event opening session with @ServiceNow CEO @BillRMcDermott.

With over 60 speakers from 40 global leading tech companies it will be a fast and furious 3 days.

Hope you will join us! 🔥

[Six Five Media @TheSixFiveMedia]

Industry leaders and policymakers, this one's for you! Don't miss Devavrat Shah, PhD from @IkigaiLabs at #SixFiveSummit24, where he shares guidelines for responsibly navigating the transformative potential of Gen AI. 🆓
Register now! https://t.co/rGEv9vqhdT

[Six Five Media @TheSixFiveMedia]

🎉 It's time! @BillRMcDermott's keynote at the #SixFiveSummit24 is starting NOW! Tune in to learn how @ServiceNow is putting #AI to work for people and transforming the enterprise.
Join the live stream: https://t.co/rGEv9vqhdT

[Six Five Media @TheSixFiveMedia]

🚨 ICYMI: @MarkMader's keynote at the #SixFiveSummit24 just concluded, and it was packed with insights on winning with applied AI! 🔥
Be sure to sign up to catch the rest of the sessions by signing up here: https://t.co/n9RRNAZaur
#EnterpriseApps #AppliedAI @Smartsheet

[Six Five Media @TheSixFiveMedia]

🚀 The Cloud Infrastructure Track is NOW LIVE at the #SixFiveSummit24! Join us as we dive into the world of cloud technology with experts from @Azure, @GroqInc , @Solidigm, and other leading companies.
Tune in: https://t.co/rGEv9vqP3r

[Six Five Media @TheSixFiveMedia]

☁️ The Cloud Infrastructure Track at the #SixFiveSummit24 is about to begin in 15 minutes! Get ready to explore the latest trends and innovations in cloud technology with industry leaders from @Azure, @GroqInc , @Solidigm, and more.
Register now: https://t.co/rGEv9vqP3r

[Diana Blass @dianablass]

Hello 👋 from @TechstrongTV studios! We’re filming for the @TheSixFiveMedia #sixfivesummit talkin about - what else - AI 🤖!

Watch the full show now at https://t.co/LiKM1XlyWh

[Daniel Newman @danielnewmanUV]

A deeper dive into WWDC and the launch of Apple Intelligence. 🗒️

First of all, I find it funny that we live in a world where everything has to be so binary.

It feels like we have two distinct camps following WWDC:

1. Those that are absolutely blown away by the amazingness of the Apple Intelligence offering.
2. Those that are asking for their two hours back.

Sorry to be “That Guy,” but this lands somewhere in the middle.

If I’m Apple, the first goal has to be to shore up your installed user base. This includes iPhone, Mac, iPad users and show them that they can depend on Apple to deliver AI features on device within its ethical construct—all the while, delivering enough incentive to drive an upgrade cycle. I genuinely believe Apple hit the mark here and is offering a number of AI use cases on device that its users will eat up. ✅

The second goal, which was more aspirational, was to show that Apple is genuinely innovating beyond just system level implementation of AI into its devices. I’m sure the Apple purists will argue with me when I say I didn’t see this in yesterday’s presentation. Apple has long used AI on device for a variety of use cases and has built its own AI engines to do so. In the era of multi-modal generative AI, I would have liked to see Apple lean into building and developing its own LLM(s) and showing more industry leadership here. This was just okay for me—and I think this is where a lot of people were disappointed. Apple once again more of a follower than a leader here. ❌

And while people are losing their minds about Elon Musk threatening to not use Apple if it embeds OpenAI into its engine. The whole ChatGPT integration was really confusing for me. How does Apple assure privacy with in its privacy construct? And moreover, it feels like Microsoft is a huge beneficiary of Apple going that route. I was never particularly happy with Apple going all in on Google or Microsoft for its Gen AI strategy. Same with what it has done with Search. Feels like a missing piece of its vertical strategy.

So, it was just okay for me. Good iterative products and capabilities. But it felt a bit like what Microsoft has been doing with Copilot for 18+ months and what the Copilot+PC is promising its users as well. And yes, Apple is not Windows. But the TLDR for me is…

Apple being good is boring. I want Apple to be great. Not just manage numbers and sell units. But innovate and change the world. I guess that is a lot to ask, but that is the Apple I grew up with…But not the Apple I see today.

I do think the supercycle will come—so Apple did do “enough” here.

Yesterday, I joined @NewsNation to weigh in on on the topic. It is a nuanced one and not black and white at all.

What did you think of WWDC and Apple Intelligence?

$AAPL $MSFT $GOOGL