Category: Data Center

Is the NVIDIA DSX Reference Design the Real Collateral for $500B in Financing?
August 11, 2026

Is the NVIDIA DSX Reference Design the Real Collateral for $500B in Financing?

Brendan Burke, Research Director at Futurum, shares his insights on NVIDIA's $500 billion financing platforms and how DSX reference designs turn AI compute into collateral that banks, insurers, and pension...
Is the AI Gold Rush Compromising Data Center Integrity?
August 11, 2026

Is the AI Gold Rush Compromising Data Center Integrity?

Hyperscalers' $660B capex surge is cutting corners in data center construction, risking unsafe AI infrastructure. Standards-compliant network integration is essential to address structural power gaps and commissioning risks....
SiTime Q2 FY 2026 AI Demand and Renesas Integration Shape the Next Phase
August 10, 2026

SiTime Q2 FY 2026: AI Demand and Renesas Integration Shape the Next Phase

Futurum Research analyzes SiTime’s Q2 FY 2026 earnings, focusing on AI data center timing demand, Renesas timing integration, and guidance....
NVIDIA AI Storage
August 7, 2026

NVIDIA AI Storage Goes Open at FMS 2026. Is Open Source the New Moat?

Brendan Burke, Research Director at Futurum, examines NVIDIA's FMS 2026 storage push and whether openness extends NVIDIA's platform control to the data path....
IonQ Q2 FY 2026 Tempo Quantum Computers Drive Growth Ahead of SkyWater Integration
August 7, 2026

IonQ Q2 FY 2026: Tempo Quantum Computers Drive Growth Ahead of SkyWater Integration

Brendan Burke, Research Director at Futurum, analyzes IonQ’s Q2 FY 2026 earnings, focusing on quantum platform growth, SkyWater integration, security demand, and raised FY 2026 guidance....
Lattice Semiconductor Q2 FY 2026 AMI Acquisition Pulls $1 Billion Revenue Rate Up to Q3 2026
August 7, 2026

Lattice Semiconductor Q2 FY 2026: AMI Acquisition Pulls $1 Billion Revenue Rate Up to Q3 2026

Brendan Burke, Research Director at Futurum, analyzes Lattice Semiconductor’s Q2 FY 2026 earnings, focusing on AI server demand, FPGA attach, AMI, and guidance....
AMD Q2 FY 2026 EPYC and Helios Fuel the Next AI Growth Phase
August 7, 2026

AMD Q2 FY 2026: EPYC and Helios Fuel the Next AI Growth Phase

Brendan Burke, Research Director at Futurum, analyzes AMD’s Q2 FY 2026 earnings, focusing on Data Center growth, EPYC demand, Helios momentum, and the next phase of AI infrastructure execution....
Is the AI Data Center Gold Rush Unsustainable?
August 7, 2026

Is the AI Data Center Gold Rush Unsustainable?

AI's rapid expansion is causing execution failures in data centers, with 92% of operators facing accelerated timelines and power shortages, leading to costly delays and reworks....
Equinix's Strategic Partnership: A Blueprint for Future Infrastructure Investments
August 7, 2026

Equinix’s Strategic Partnership: A Blueprint for Future Infrastructure Investments

Equinix announced a groundbreaking 20-year utility partnership with Central Georgia Electric, establishing a competitive template for AI-driven data center expansion while protecting local ratepayers from infrastructure costs....
Lumen Technologies Q2 FY 2026: AI-Era Connectivity Drives Strategic Shift
August 6, 2026

Lumen Technologies Q2 FY 2026: AI-Era Connectivity Drives Strategic Shift

Futurum Research analyzes Lumen Technologies’ Q2 FY 2026 earnings, focusing on NaaS adoption, Alkira integration, strategic revenue growth, and AI networking strategy....
Backblaze Q2 FY 2026 CoreWeave Deal Strengthens AI Storage Position
August 5, 2026

Backblaze Q2 FY 2026: CoreWeave Deal Strengthens AI Storage Position

Brad Shimmin and Brendan Burke, analysts at Futurum, review Backblaze’s Q2 FY 2026 earnings, focusing on B2 Cloud Storage growth, AI infrastructure demand, and the CoreWeave agreement....
Amazon Q2 2026 AWS Momentum Accelerates as AI Investment Climbs
August 4, 2026

Amazon Q2 2026: AWS Momentum Accelerates as AI Investment Climbs

Futurum Research analyzes Amazon’s Q2 2026 earnings, focusing on AWS acceleration, AI infrastructure demand, custom silicon, agentic AI, and commerce execution....

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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