Category: Data Center

AMD MLPerf Inference 6.1 Results Show ROCm Gaining 38% on the Same MI355X Hardware
September 16, 2026

AMD MLPerf Inference 6.1 Results Show ROCm Gaining 38% on the Same MI355X Hardware

Brendan Burke, Research Director at Futurum, shares his insights on AMD's MLPerf Inference 6.1 results and why ROCm's measured rate of improvement under a six-week release cadence is now AMD's...
d-Matrix Joins NVLink Fusion. Is It NVIDIA's Hedge on Groq?
September 14, 2026

d-Matrix Joins NVLink Fusion. Is It NVIDIA’s Hedge on Groq?

Brendan Burke, Research Director at Futurum, examines d-Matrix's integration of Raptor inference XPUs into NVIDIA MGX racks via NVLink Fusion, testing if 3D-DRAM architecture outperforms Groq's SRAM-based LPX....
Oracle Q1 FY 2027 AI Infrastructure Contracts Convert Into Growth
September 14, 2026

Oracle Q1 FY 2027: AI Infrastructure Contracts Convert Into Growth

Futurum Research analyzes Oracle’s Q1 FY 2027 earnings, including OCI growth, AI contract conversion, data center spending, and agentic enterprise products....
NVIDIA Groq 3 LPX’s Promise of World’s Fastest Inference Enters Full Production
September 14, 2026

NVIDIA Groq 3 LPX’s Promise of World’s Fastest Inference Enters Full Production

Brendan Burke, Research Director at Futurum, shares his insights on how NVIDIA Groq 3 LPX strengthens Vera Rubin and what cloud providers must prove before faster tokens support premium pricing....
NVIDIA and SpaceXAI Link Grok Expansion With Orbital Computing
September 14, 2026

NVIDIA and SpaceXAI Link Grok Expansion With Orbital Computing

Brendan Burke, Research Director at Futurum, shares insights on NVIDIA Vera CPU adoption across Grok and Starmind and the evidence required to validate orbital AI computing....
Qualcomm Lands $60 Billion Custom Silicon and 1.6T Optics Deal with AWS, Backed by a $4 Billion Warrant
September 9, 2026

Qualcomm Lands $60 Billion Custom Silicon and 1.6T Optics Deal with AWS, Backed by a $4 Billion Warrant

Qualcomm announced a multi-generation collaboration with AWS covering customized silicon for AI inference and optical connectivity solutions extending up to 1.6T....
Dell Technologies Q2 FY 2027 AI Orders Fuel Server and Storage Growth
September 9, 2026

Dell Technologies Q2 FY 2027: AI Orders Fuel Server and Storage Growth

Futurum Research analyzes Dell Technologies’ Q2 FY 2027 earnings, focusing on AI server backlog, infrastructure demand, storage pull-through, and FY 2027 guidance....
Beyond Raw Compute Equinix’s Strategic Bet on AI Infrastructure
September 9, 2026

Beyond Raw Compute: Equinix’s Strategic Bet on AI Infrastructure

Nick Patience, VP & AI Platforms Practice Lead at The Futurum Group, examines Equinix Fabric One and Inference Exchange, and asks whether neutral infrastructure solves a problem enterprises have today...
HCLTech's Semiconductor Lab Bet Targets a $25.7B Channel Opportunity
September 8, 2026

HCLTech’s Semiconductor Lab Bet Targets a $25.7B Channel Opportunity

HCLTech launched its Advanced Semiconductor Lab in Bengaluru, investing Rs. 185 crore in a 40,000 sq ft facility to capitalize on a $25.7B channel ecosystem opportunity....
Sovereign Cloud as Channel Strategy: Visiativ's Free Pro Bet
September 8, 2026

Sovereign Cloud as Channel Strategy: Visiativ’s Free Pro Bet

Visiativ's deployment of Free Pro's sovereign cloud infrastructure across French datacenters demonstrates how ISVs are turning data residency compliance into a competitive channel trust asset, shielding clients from extraterritorial legislation....
NetApp Q1 FY 2027 AI-Ready Storage Drives Enterprise Momentum
September 4, 2026

NetApp Q1 FY 2027: AI-Ready Storage Drives Enterprise Momentum

Futurum Research analyzes NetApp’s Q1 FY 2027 earnings, focusing on AI data infrastructure, hybrid cloud demand, and migration momentum....
HPE Q3 FY 2026 AI Infrastructure Demand Strengthens Outlook
September 4, 2026

HPE Q3 FY 2026: AI Infrastructure Demand Strengthens Outlook

Futurum Research analyzes HPE’s Q3 FY 2026 earnings, focusing on AI server demand, networking growth, supply constraints, and FY 2027 positioning....

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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