Login

Category: Data Center

AMD Strengthens Supercomputing Lead With El Capitan and Frontier Holding Top Spots
Olivier Blanchard
Olivier Blanchard
,

AMD Strengthens Supercomputing Lead With El Capitan and Frontier Holding Top Spots

AMD Powers El Capitan, Frontier, and 172 Systems in Latest Top500 Rankings
Olivier Blanchard, Research Director at Futurum, shares his insights on AMD’s supercomputing leadership as El Capitan and Frontier hold top rankings, while AMD expands its global footprint across HPC and AI workloads.
Qualcomm Expands Data Center Push With $2.4 Billion Alphawave Acquisition
Olivier Blanchard
Olivier Blanchard
,

Qualcomm Expands Data Center Push With $2.4 Billion Alphawave Acquisition

Qualcomm Strengthens Its AI Infrastructure Capabilities By Acquiring Alphawave Semi In A Strategic Move To Deepen Its Presence In Data Center Compute And Connectivity
Olivier Blanchard, Research Director at Futurum, analyzes Qualcomm’s $2.4 billion Alphawave deal and how it expands AI data center capabilities with high-speed connectivity IP.
Cisco Builds Its Platform on the Tailwinds of Agentic AI and Secure Networking
Fernando Montenegro
Fernando Montenegro
,

Cisco Builds Its Platform on the Tailwinds of Agentic AI and Secure Networking

The Recent Reorganization Yields an Organization More Focused on Innovation and Delivering a Strong Platform Message
Fernando Montenegro, VP and Practice Lead, Cybersecurity at Futurum, shares his/her insights on the main announcements and key trends from Cisco Live US 2025, including agentic AI and secure networking.
Broadcom Q2 FY 2025 Sees Record Revenue, Solid AI and Software Growth
Olivier Blanchard
Olivier Blanchard & Daniel Newman
,

Broadcom Q2 FY 2025 Sees Record Revenue, Solid AI and Software Growth

VMware-Led Software Sales and AI Chips Powered 20% YoY Topline Growth in Q2 FY 2025
Olivier Blanchard and Daniel Newman, at Futurum, explore Broadcom’s strong Q2 FY2025 earnings driven by robust growth in AI networking, VMware-led infrastructure software, and strategic acceleration of custom AI chip deployments.
HPE Q2 FY 2025 Revenue Tops Estimates on Server and Cloud Gains
Fernando Montenegro
Fernando Montenegro
,

HPE Q2 FY 2025 Revenue Tops Estimates on Server and Cloud Gains

Q2 Results Driven by Improved Server Execution, GreenLake Gains, and Cost Actions
Fernando Montenegro and Krista Case at Futurum examine HPE’s Q2 FY 2025 results, with improved server execution, AI systems traction, and hybrid cloud strength driving upside despite margin pressure and macro headwinds.
Marvell Q1 FY 2026 Results Driven by Custom Silicon and Data Center Momentum
Olivier Blanchard
Olivier Blanchard
,

Marvell Q1 FY 2026 Results Driven by Custom Silicon and Data Center Momentum

Strong AI Demand and Growth in Electro-Optics and Custom Silicon Drive 63% YoY Revenue Surge
Olivier Blanchard, Research Director at Futurum, unpacks Marvell’s Q1 FY 2026 results, where strong AI demand, custom silicon ramp, and electro-optics gains fuel data center momentum amid cautious sentiment on margin delivery.
Dell Q1 FY 2026: Robust AI Server Sales, Guidance Lift Despite EPS Miss
Olivier Blanchard
Olivier Blanchard & Daniel Newman
,

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

Record $6.3 Billion in Server Sales and $12.1 Billion in AI Orders Support Full-Year EPS Upgrade
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 tailwinds.
NVIDIA Q1 FY 2026 Revenue Jumps 69% Despite China Export Setback
Olivier Blanchard
Olivier Blanchard & Daniel Newman
,

NVIDIA Q1 FY 2026 Revenue Jumps 69% Despite China Export Setback

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.
NetApp Q4 FY 2025 Results Show Record Margins, Cloud and Flash Momentum
Krista Case
Krista Case
,

NetApp Q4 FY 2025 Results Show Record Margins, Cloud and Flash Momentum

Growth in Flash ARR and Cloud Services Positions NetApp for AI-Aligned Momentum in FY 2026
Krista Case, Research Director at Futurum, examines how NetApp’s record Q4 margins, all-flash growth, and AI reference wins position the company for resilient performance and continued enterprise.
Can Dell Challenge Public Cloud AI with Its Expanded AI Factory?
Olivier Blanchard
Olivier Blanchard
,

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

Dell Strengthens AI Leadership With Infrastructure, Edge Inferencing, Partner Solutions, and Energy-Efficient Cooling Across Its AI Factory Offerings
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.
Make an AI-Ready Data Center With Help From Juniper
Alastair Cooke
,

Make an AI-Ready Data Center With Help From Juniper

Juniper Networks Showed AI Network Design, Implementation, and Operation at AI Infrastructure Field Day
Alastair Cooke, Tech Field Day Event Lead at Futurum, shares his insights on the Juniper Networks presentation at AI Infrastructure Field Day. Intent-based design and deployment using Apstra delivers 800 GB Ethernet for GPUs, storage, and front-end access, making an AI-ready Data Center.
Qualcomm’s Arm-Based Data Center CPUs To Smoothly Integrate With NVIDIA
Olivier Blanchard
Olivier Blanchard
,

Qualcomm’s Arm-Based Data Center CPUs To Smoothly Integrate With NVIDIA

Qualcomm Re-Enters the Data Center Market with Arm-Based CPUs Designed to Interface with NVIDIA AI Infrastructure
Olivier Blanchard, Research Director at Futurum, explores Qualcomm’s re-entry into the data center market with Arm-based CPUs designed to integrate with NVIDIA’s AI infrastructure, marking a strategic pivot from its past efforts.
Become a Client

The Futurum Group

(833) 722-5337

501 West Ave., Suite 2102
Austin TX 78701

Linkedin Youtube Facebook

Welcome to The Futurum Group

Login to The Futurum Group
Login to Futurum Intelligence Platform
Login to Futurum Labs Research Library

Thank you, we received your request, a member of our team will be in contact with you.