Category: Data Center

BlueAlly and NetBox Labs Forge Strategic Alliance to Enhance AI Solutions
July 23, 2026

BlueAlly and NetBox Labs Forge Strategic Alliance to Enhance AI Solutions

BlueAlly Technology Solutions and NetBox Labs partner to embed infrastructure intelligence into automation, targeting federal agencies, educational institutions, and enterprises in a market projected to reach $41.8 billion by 2029....
Azure's AMD Partnership Expands: Is Reinforcement Learning the Hardware Bottleneck?
July 21, 2026

Azure’s AMD Partnership Expands: Is Reinforcement Learning the Hardware Bottleneck?

Brendan Burke, Research Director at Futurum, examines how Azure's AMD Partnership expands across GPUs, CPUs, and networking to address frontier model inference and reinforcement learning workloads, signaling evolution of AI...
Microsoft Puts 3M EBO Technology to Work. Can 3M Scale It?
July 20, 2026

Microsoft Puts 3M EBO Technology to Work. Can 3M Scale It?

Tom Hollingsworth, Networking Technology Advisor and Event Lead at The Futurum Group, shares his insights on why Microsoft validates 3M EBO technology, while manufacturing scale and alternative sourcing remain unresolved....
QumulusAI Lists on Nasdaq: The Speed Advantage of a Distributed Path to Multi-Gigawatt Scale
July 20, 2026

QumulusAI Lists on Nasdaq: The Speed Advantage of a Distributed Path to Multi-Gigawatt Scale

Brendan Burke, Research Director at Futurum, examines QumulusAI's Nasdaq listing targeting 2.5 gigawatts of GPU capacity by 2027, with distributed inference accelerating infrastructure deployment....
SiTime's Nasdaq IPO Puts MEMS Timing at the Center of AI Infrastructure
July 20, 2026

SiTime’s Nasdaq IPO Puts MEMS Timing at the Center of AI Infrastructure

SiTime's Nasdaq IPO positions its precision MEMS timing technology at the center of AI infrastructure scaling, capitalizing on the $181.3B market driven by hyperscale data centers....
NVIDIA DSX Promises More Revenue per Gigawatt. Who Actually Captures It?
July 6, 2026

NVIDIA DSX Promises More Revenue per Gigawatt. Who Actually Captures It?

Brendan Burke, Research Director at Futurum, analyzes how NVIDIA's DSX design and revenue sharing model increase token efficiency and capture recurring value from AI infrastructure deployments....
Qualcomm’s Investor Day 2026 Agentic and AI Inference To Drive 2x Revenue Growth by 2030
June 29, 2026

Qualcomm’s Investor Day 2026: Agentic and AI Inference To Drive 2x Revenue Growth by 2030

Olivier Blanchard and Brendan Burke, Research Directors at Futurum, explain the significance of Qualcomm's June 24 Investor Day announcements as the company continues to evolve into a full-stack AI platform...
Qualcomm’s Data Center Reentry at Investor Day 2026 Arrives Just in Time for the Inference Decode Prize
June 29, 2026

Qualcomm’s Data Center Reentry at Investor Day 2026 Arrives Just in Time for the Inference Decode Prize

Brendan Burke and Olivier Blanchard, Research Directors at Futurum, explain why Qualcomm's June 24 Investor Day matters less for its new CPU than for its claim on the decode-heavy inference...
Jalapeño in Nine Months: Did AI Just Break Chip Design Timelines?
June 26, 2026

Jalapeño in Nine Months: Did AI Just Break Chip Design Timelines?

Brendan Burke, Research Director at Futurum, analyzes how OpenAI and Broadcom's Jalapeño accelerator achieved record nine-month tape-out using AI-assisted design optimization and advanced packaging....
Micron Q3 FY 2026: HBM and LPDRAM Drive the Next Phase of AI Memory Growth
June 25, 2026

Micron Q3 FY 2026: HBM and LPDRAM Drive the Next Phase of AI Memory Growth

Futurum Research at The Futurum Group reviews Micron’s Q3 FY 2026 earnings, focusing on AI-led memory demand, Strategic Customer Agreements, HBM supply tightness, and greenfield ramp implications for FY 2027....
AMD and Rackspace
June 22, 2026

Can AMD and Rackspace Scale Sovereign AI Inference?

Brendan Burke, Research Director at Futurum, examines AMD and Rackspace's agreement to deploy 30 MW of AI compute capacity that establishes governed enterprise infrastructure for regulated production workloads....
Agentic Workloads Reshape
June 17, 2026

How will Qualcomm’s AI Bet Solve for NVIDIA’s Data Center Gaps as Agentic Workloads Reshape the Chip Market?

Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices at Futurum, on Qualcomm's Investor Day, and whether Qualcomm can challenge NVIDIA's data center dominance....

Welcome

The vision behind everything in Futurum’s Custom Research practice is this: research should show you what is happening, what comes next, and what to do about it. It should be personal to each audience, easy for people to grasp, and structured so LLMs can reason over it accurately. And it should be fast and turnkey; you want answers now, not another project to carry for quarters.

Whether you are defining business, channel, or go-to-market strategy; evaluating vendors or justifying ROI; or commissioning research to fill an emerging market need, we have your back, with a program that answers your questions with the objectivity and credibility to drive real decisions.

To do it, we bring unmatched data to bear: Futurum research, surveys, and market projections; validated market feeds; ETR’s 15 years of insight from 10,000 technology decision-makers; G2’s buyer and user data; and what our analysts hear every day. Add leading primary collection, from AI-moderated voice interviews to surveys and analyst-led interviews, all turnkey, and every project comes out credible, nuanced, and actionable.

And we don’t just drop the results in your lap. For internal work, we provide analyst-led sessions, interactive dashboards, and a range of formats. For market-facing work, Futurum delivers turnkey activation and amplification that actually gets seen, by people and by LLMs, through our media and share of voice. This is research that moves decisions and markets.

We will meet you wherever you are, from a fast-turn brief to a multi-year program, and shape the work to your goals, timeline, and budget. The right program for your moment.

If any of this is useful, I would love to talk.

Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

Newsletter Sign-up Form

Get important insights straight to your inbox, receive first looks at eBooks, exclusive event invitations, custom content, and more. We promise not to spam you or sell your name to anyone. You can always unsubscribe at any time.

All fields are required






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