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Category: Data Center

Microsoft Q3 FY 2025 Earnings Beat on Strong Cloud and AI Services Growth - Market Coverage-Earnings
Keith Kirkpatrick & Daniel Newman

Microsoft Q3 FY 2025 Earnings Beat on Strong Cloud and AI Services Growth

Azure Grew 33% YoY, Adding 16 Points From AI Services; The Operating Margin Expanded by 100 bps
Keith Kirkpatrick and Daniel Newman of The Futurum Group analyze Microsoft’s Q3 FY 2025 results, with Azure growth, expanding AI workloads, and broad enterprise traction driving stronger-than-expected performance across segments.
Intel Delivers Flat Q1 FY 2025 Revenue Amid Ongoing Turnaround Efforts
Richard Gordon
Richard Gordon & Daniel Newman

Intel Delivers Flat Q1 FY 2025 Revenue Amid Ongoing Turnaround Efforts

Q1 FY 2025 Results Show Intel Maintaining Topline but Facing Margin Pressure
Richard Gordon and Daniel Newman explore Intel’s Q1 FY 2025 results, highlighting flat revenue, margin challenges, and CEO Lip-Bu Tan’s early turnaround actions.
Hammerspace Tier 0: Unlocking Greater Efficiency in GPU-Driven Computing
Mitch Lewis

Hammerspace Tier 0: Unlocking Greater Efficiency in GPU-Driven Computing

In our latest Research Brief, Hammerspace Tier 0: Unlocking Greater Efficiency in GPU-Driven Computing, The Futurum Group explores how organizations can overcome latency and storage inefficiencies by unlocking stranded NVMe capacity within GPU servers.
Oracle Database Analyst Summit 2025 Oracle Raises its Database Game
Brad Shimmin
Brad Shimmin & Ron Westfall

Oracle Database Analyst Summit 2025: Oracle Raises its Database Game

Oracle, at Its Annual Oracle Database Analyst Summit, Showed Why It Is the Powerhouse for Optimizing Data Workloads in the AI Era
Futurum’s Brad Shimmin and Ron Westfall examine why Oracle is well-positioned to leverage its unique architectural approach to data management and cloud services to tackle evolving enterprise demand for more efficient data use and new ways of building enterprise software.
NBL100: Nokia Celebrates Bell Labs Innovation Powerhouse
Ron Westfall

NBL100: Nokia Celebrates Bell Labs Innovation Powerhouse

Nokia Bell Labs’ 100th Anniversary Created the Opportunity for Nokia CNS to Showcase How Collaboration with Bell Labs is Productizing Portfolio Innovation
Ron Westfall, Research Director at The Futurum Group, shares insights on why Nokia CNS and Bell Labs are driving the portfolio innovation key to enable CSP and enterprise transformation of cloud, AI and automation, and monetization capabilities.
Intel Vision 2025 Why Physical AI Beckons for Intel
Ron Westfall

Intel Vision 2025: Why Physical AI Beckons for Intel

Intel’s New CEO Lip-Bu Tan Spotlighted Physical AI and Its Importance at Intel Vision in Providing First Glimpses of His Unfolding Strategy
Ron Westfall, Research Director at The Futurum Group, shares insights on why Intel possesses the key portfolio building blocks, such as AI accelerators, edge computing expertise, and a legacy of powering complex systems, to become an integral player in the nascent Physical AI market.
OFC 2025: Marvell Interconnecting the AI Era
Ron Westfall

OFC 2025: Marvell Interconnecting the AI Era

Marvell Showcases Higher Performance, Customization, and Flexibility for Rack, Row, and Cloud-scale AI Networks at OFC 2025
Ron Westfall, Research Director at The Futurum Group, shares insights on why Marvell is making significant strides in advancing its interconnect portfolio to support scale-up and scale-out fabrics, particularly for AI-driven and cloud-based infrastructure.
NFD37: Selector Elevates AIOps to the Next Level
Ron Westfall

NFD37: Selector Elevates AIOps to the Next Level

Selector at Networking Field Day 37 Showed Why Its AI-Native Portfolio is Ready to Transform Network Operations
Ron Westfall, Research Director at The Futurum Group, shares insights on why Selector is earning more trust and greater customer traction in the adoption and scaling of its AIOps solutions by building AI into its overall portfolio from the company's inception.
NFD37 Versa Takes Sovereign SASE Versatility to the Next Level
Ron Westfall

NFD37: Versa Takes Sovereign SASE Versatility to the Next Level

Versa Networks at Networking Field Day 37 Showed Why It is Ready to Redefine Security and Control in the Era of Data Sovereignty with Sovereign SASE Offering
Ron Westfall, Research Director at The Futurum Group, shares insights on why Versa Sovereign SASE provides a transformative deployment strategy, merging a top-tier security and networking platform with adaptable deployment options to address the strict regulatory and operational demands of any organization.
MWC 2025: The AI Factor
Ron Westfall

MWC 2025: The AI Factor

MWC 2025 Generated a Mother Lode of Announcements and Initiatives, With the Spotlight Often Focused On AI’s Impact on the Mobile Ecosystem – And With Good Reason
Futurum’s Ron Westfall examines how AI portfolio development and marketing moves by key players HPE, Cisco, Ericsson, and Rakuten Symphony will play a more integral role in the overall success of mobile networks including 5G service innovation.
GTC 2025: Can Solidigm’s Liquid-Cooled SSD Redefine AI Server Infrastructure?
Ron Westfall

GTC 2025: Can Solidigm’s Liquid-Cooled SSD Redefine AI Server Infrastructure?

Solidigm and NVIDIA Unveil Cold-Plate-Cooled SSD to Eliminate Air Cooling from AI Servers
Ron Westfall, Research Director at The Futurum Group, shares insights on Solidigm’s cold-plate-cooled SSD, developed with NVIDIA to enable fanless, liquid-cooled AI server infrastructure and meet surging demand driven by gen AI workloads.
Coherent Introduces 793nm Pump Laser Diode Solidifies Company's Integration Strategy
Olivier Blanchard
Olivier Blanchard

Coherent Introduces 793nm Pump Laser Diode Solidifies Company’s Integration Strategy

The 28W 793nm Pump Laser Diode Offers High Polarization Purity, Enhancing Thulium Fiber Laser Efficiency in Medical and Industrial Applications
Olivier Blanchard, Research Director at The Futurum Group, analyzes Coherent’s 793nm pump laser diode, a breakthrough in Thulium fiber laser efficiency.
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