Category: Data Center

Marvell Investor Day 2026 Targets $80B FY 2031 Revenue With Custom Silicon and Optics
October 9, 2026

Marvell Investor Day 2026 Targets $80B FY 2031 Revenue With Custom Silicon and Optics

Brendan Burke, Research Director at Futurum, shares his insights on the Marvell Investor Day, the $80 billion FY 2031 target, and whether custom silicon and scale-up optics can compound at...
Astera Labs Bets on PCIe 7 as AI's Next Signal Bottleneck
October 9, 2026

Astera Labs Bets on PCIe 7 as AI's Next Signal Bottleneck

Astera Labs launches its broadest PCIe 7 signal-conditioning portfolio, including optical connectivity products, to address AI's growing interconnect demands. The expanded Aries family spans retimers, redrivers, and cable modules....
Lattice Brings FPGAs and AMI Firmware to Arm's $15 Billion AGI CPU Server Push
October 9, 2026

Lattice Brings FPGAs and AMI Firmware to Arm's $15 Billion AGI CPU Server Push

Brendan Burke, Research Director at Futurum, shares insights on the Lattice-Arm collaboration placing Lattice FPGAs and AMI firmware inside Arm AGI CPU server platforms as the merchant Arm server era...
Astera Labs Aries 7 Goes Optical. Can PCIe 7 Outgrow the Retimer Plateau?
October 9, 2026

Astera Labs Aries 7 Goes Optical. Can PCIe 7 Outgrow the Retimer Plateau?

Brendan Burke, Research Director at Futurum, examines Astera Labs Aries 7, the first PCIe 7 signal conditioning portfolio across copper and optics, and whether it can turn a maturing retimer...
Lumen's Nasdaq Debut Puts Alkira at the Center of Its AI Networking Pitch
October 7, 2026

Lumen’s Nasdaq Debut Puts Alkira at the Center of Its AI Networking Pitch

Futurum Research at The Futurum Group examines how Lumen's move to Nasdaq places its Alkira acquisition at the center of its effort to be valued as an enterprise networking company...
CoreWeave Fully Connected 2026 Forge Brings Frontier Lab RL to Every AI Team
October 6, 2026

CoreWeave Fully Connected 2026: Forge Brings Frontier Lab RL to Every AI Team

Brendan Burke and Nick Patience of Futurum share insights from CoreWeave Fully Connected 2026, where CoreWeave Forge packaged frontier lab RL for every customer while enterprises enter the AI loop...
Micron Q4 FY 2026: AI Memory Demand Sustains Pricing Power
October 2, 2026

Micron Q4 FY 2026: AI Memory Demand Sustains Pricing Power

Futurum Research analyzes Micron’s Q4 FY 2026 earnings, focusing on AI memory demand, constrained supply, pricing power, and long-term customer contracts....
The $246 Billion CPU Opportunity’s Winning Chip Has Not Been Designed Yet
October 1, 2026

The $246 Billion CPU Opportunity’s Winning Chip Has Not Been Designed Yet

Brendan Burke, Research Director at Futurum, sizes the 2030 server CPU market at $246 billion, two-thirds of it agentic. Scored against Microsoft Azure's fleet data, NVIDIA Vera is best aligned,...
Two Clouds Pick Cerebras in One Week to Make Multi-Silicon Inference Fast
October 1, 2026

Two Clouds Pick Cerebras in One Week to Make Multi-Silicon Inference Fast

Brendan Burke, Research Director at Futurum, examines how Gimlet Labs and General Compute plan to turn Cerebras decode speed into production clouds, and why multi-silicon inference is becoming a market...
Project Suncatcher
September 25, 2026

Project Suncatcher Prepares to Launch TPUs. Is Google Ahead in the Orbital AI Race?

Brendan Burke, Research Director at Futurum, examines Google's Project Suncatcher launch and whether orbital data centers can reach cost parity with terrestrial AI infrastructure by the mid-2030s....
Marvell’s 2nm Optics Target AI Scale-Up Beyond the Rack
September 24, 2026

Marvell’s 2nm Optics Target AI Scale-Up Beyond the Rack

Brendan Burke, Research Director at The Futurum Group, positions Marvell’s 2nm optics against the scale-up needs defined at AI Infra Summit and rival moves from Coherent and Broadcom....
Datacom Bets $200m+ on Sovereign AI Infrastructure in New Zealand
September 24, 2026

Datacom Bets $200m+ on Sovereign AI Infrastructure in New Zealand

Datacom acquired T4's Auckland data centre, expanding its sovereign infrastructure commitment past $200m across five NZ sites, positioning itself to capture growing demand for localized enterprise and government services....

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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