Category: Data Center

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....
AWS Graviton5 Reframes the CPU as Agentic AI Infrastructure
June 12, 2026

AWS Graviton5 Reframes the CPU as Agentic AI Infrastructure

Brendan Burke, Research Director at Futurum, analyzes how AWS Graviton5's general availability redefines CPU architecture for agentic AI, with Meta deploying tens of millions of cores and customers halving their...
Can Zoho’s Nathu La Server Redefine Enterprise Stack Sovereignty and TCO for AI
June 12, 2026

Can Zoho’s Nathu La Server Redefine Enterprise Stack Sovereignty and TCO for AI?

The Futurum Group’s Keith Kirkpatrick and Brad Shimmin share their insights on Zoho’s Nathu La server, and discuss the impact on the SaaS market, end customers, and Zoho’s competitors....
Oracle Q4 FY 2026: AI Workloads Accelerate Cloud and Database Growth
June 12, 2026

Oracle Q4 FY 2026: AI Workloads Accelerate Cloud and Database Growth

Futurum Research reviews Oracle Q4 FY 2026 earnings, focusing on AI-driven cloud infrastructure growth, agentic AI commercialization moves, multicloud database traction, and FY 2027 outlook....
Can AMD EPYC Extend Its Lead Over Vera and Xeon in the Agentic Data Center?
June 11, 2026

Can AMD EPYC Extend Its Lead Over Vera and Xeon in the Agentic Data Center?

Brendan Burke, Research Director at Futurum, examines AMD's EPYC 9965's claimed 2.37x NVIDIA Vera throughput and 1.6x Intel Xeon performance in 100 kW rack-scale agentic workloads....
COMPUTEX 2026: Are Agentic CPUs Rivals or Complements?
June 9, 2026

COMPUTEX 2026: Are Agentic CPUs Rivals or Complements?

Brendan Burke, Research Director at Futurum, examines how Intel and NVIDIA diverged on the ideal agentic CPU at COMPUTEX 2026 and why their competing designs may prove complementary....
Broadcom Q2 FY 2026 VMware Stability Supports AI-Led Semiconductor Expansion
June 8, 2026

Broadcom Q2 FY 2026: VMware Stability Supports AI-Led Semiconductor Expansion

Futurum Research reviews Broadcom’s Q2 FY 2026 earnings, focusing on AI semiconductor scaling, networking mix expectations, and VMware’s linkage to server buildouts ahead of Q3 guidance....

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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