Category: Data Center

Marvell Q2 FY 2027 Connectivity and Custom Silicon Fuel AI Growth
September 1, 2026

Marvell Q2 FY 2027: Connectivity and Custom Silicon Fuel AI Growth

Futurum Research at The Futurum Group analyzes Marvell’s Q2 FY 2027 earnings, focusing on AI infrastructure demand, data center growth, custom silicon, and FY 2027 guidance....
Synopsys Q3 FY 2026 AI Design Demand Drives EDA Growth
August 31, 2026

Synopsys Q3 FY 2026: AI Design Demand Drives EDA Growth

Futurum Research analyzes Synopsys’ Q3 FY 2026 earnings, focusing on AI-driven EDA demand, Ansys integration, and FY 2027 monetization priorities....
NVIDIA Q2 FY 2027 AI Infrastructure Demand Extends Into FY 2028
August 31, 2026

NVIDIA Q2 FY 2027: AI Infrastructure Demand Extends Into FY 2028

Futurum Research analyzes NVIDIA’s Q2 FY 2027 earnings, focusing on AI infrastructure demand, Vera Rubin production, Blackwell Ultra momentum, and FY 2028 growth expectations....
SiFive BigSky Ships the First RISC-V Server. Is the GPU Head Node the Prize
August 28, 2026

SiFive BigSky Ships the First RISC-V Server. Is the GPU Head Node the Prize?

Brendan Burke, Research Director at Futurum, shares his insights on SiFive's BigSky, the first enterprise-grade RISC-V server, and why CUDA head node duty for NVIDIA GPUs is the socket that...
QumulusAI Q2 FY 2026 118% Revenue Growth for Hyperspeed AI Compute Deployment
August 28, 2026

QumulusAI Q2 FY 2026: 118% Revenue Growth for Hyperspeed AI Compute Deployment

Brendan Burke, Research Director at Futurum, analyzes QumulusAI’s Q2 FY 2026 earnings, focusing on direct AI compute demand, GPU fleet expansion, and capacity execution....
MTG-I2 Launch Reveals Thales's Critical Infrastructure Security Depth
August 28, 2026

MTG-I2 Launch Reveals Thales’s Critical Infrastructure Security Depth

Thales Alenia Space's MTG-I2 satellite completes the Meteosat Third Generation constellation, positioning Thales as a critical infrastructure security provider for European meteorological data in the expanding cybersecurity market....
Cerebras CS-4
August 20, 2026

Cerebras CS-4 Makes the Rack the New Chip by Doubling Power and Tripling Wafers

Brendan Burke, Research Director at Futurum, shares his insights on the Cerebras CS-4 launch and why power delivery and networking now decide whether wafer scale can serve trillion parameter models...
NVIDIA's Credit Support Buys Exclusivity at OpenAI's Ohio Data Center
August 20, 2026

NVIDIA’s Credit Support Buys Exclusivity at OpenAI’s Ohio Data Center

Brendan Burke, Research Director at Futurum, shares his insights on NVIDIA's exclusive guarantee of OpenAI's Ohio data center at PORTS-Pike and why credit support is becoming the competitive weapon no...
The 1.6TbE Transition Will Reshape Data Center Architecture from the Ground Up
August 19, 2026

The 1.6TbE Transition Will Reshape Data Center Architecture from the Ground Up

Tom Hollingsworth, Research Director at Futurum, shares his insights on the 1.6TbE transition, highlighting that it's a massive architectural shift requiring data centers to rethink topology, power, and cooling to...
Lenovo Q1 FY 2027 Can AI Infrastructure Offset Device Market Pressure
August 18, 2026

Lenovo Q1 FY 2027: Can AI Infrastructure Offset Device Market Pressure?

Futurum Research analyzes Lenovo’s Q1 FY 2027 earnings, focusing on AI infrastructure growth, AI PCs, services momentum, and guidance....
IBM and Together AI: Did IBM Cloud Just Become a Neocloud?
August 17, 2026

IBM and Together AI: Did IBM Cloud Just Become a Neocloud?

Brendan Burke, Research Director at Futurum, shares his insights on the $240 million IBM and Together AI agreement and why an anchor-tenant inference cluster moves IBM Cloud to the landlord...
Coherent Q4 FY 2026 Earnings 1.6T Transceivers Ramp, CPO Revenue Approaches
August 14, 2026

Coherent Q4 FY 2026 Earnings: 1.6T Transceivers Ramp, CPO Revenue Approaches

Brendan Burke, Research Director at Futurum, analyzes Coherent’s Q4 FY 2026 earnings, focusing on AI datacenter optics, indium phosphide capacity, CPO, NPO, and optical circuit switching....

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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