Category: Data Center

Equinix Q3 FY 2026 Pricing and Interconnection Support Growth
October 30, 2026

Equinix Q3 FY 2026: Pricing and Interconnection Support Growth

Futurum Research analyzes Equinix’s Q3 FY 2026 earnings, examining renewal pricing, AI connectivity, higher-density deployments, and capacity execution....
Cisco-Validated SONiC NOS Highlights Cisco’s Open Networking Message at OCP
October 29, 2026

Cisco-Validated SONiC NOS Highlights Cisco’s Open Networking Message at OCP

Guy Currier, Research Director at Futurum, shares his insights on Cisco’s SONiC strategy at the 2026 OCP Global Summit, where Cisco hardened Cisco-validated SONiC with Live Protect and validated releases....
Oracle Makes the Supercluster Multi-Silicon at AI World 2026
October 28, 2026

Oracle Makes the Supercluster Multi-Silicon at AI World 2026

Brendan Burke, Research Director at Futurum, analyzes Oracle's AI World compute deals spanning NVIDIA Vera Rubin at multi-gigawatt scale, Google TPUs, Cerebras, SambaNova, and Intel Diamond Rapids, and what they...
SK Hynix Breaks 100T KRW: AI Memory Demand Is Now Structural
October 28, 2026

SK Hynix Breaks 100T KRW: AI Memory Demand Is Now Structural

SK Hynix achieved its first-ever quarter exceeding 100 trillion KRW in Q3 FY2026, with HBM4 fully ramped and 50%+ of 2027-2028 capacity already contracted, marking a decisive shift from speculative...
Frenemies in the Cloud Anthropic’s IPO and Its Hyperscaler Reliance
October 27, 2026

Frenemies in the Cloud: Anthropic’s IPO and Its Hyperscaler Reliance

Nick Patience, VP and Practice Lead for AI Platforms at Futurum, shares his insights on the Anthropic S-1, which shows compute costs falling fast and an adjusted profit, but heavy...
Cadence Opens Europe's First Sovereign AI Platform for Chip and AI Factory Design With NVIDIA
October 26, 2026

Cadence Opens Europe's First Sovereign AI Platform for Chip and AI Factory Design With NVIDIA

Brendan Burke, Research Director at Futurum, shares his insights on the Cadence sovereign AI data center in Munich with NVIDIA and why selling jurisdiction plus Blackwell compute gives Cadence a...
Nokia Q3 FY 2026 AI Network Demand Tests Supply Capacity
October 26, 2026

Nokia Q3 FY 2026: AI Network Demand Tests Supply Capacity

Futurum Research analyzes Nokia’s Q3 FY 2026 earnings, examining AI network demand, optical manufacturing capacity, and live AI-RAN deployments....
At GTC Berlin, NVIDIA Puts the AI Factory in an Actual Container
October 22, 2026

At GTC Berlin, NVIDIA Puts the AI Factory in an Actual Container

Nick Patience, VP and Practice Lead for AI Platforms at Futurum, shares his insights on NVIDIA GTC Berlin, where DSX POD, OpenShell, and physical AI anchored a pitch to Europe...
NVIDIA's 104-Qubit JUPITER Simulation Makes GPU Supercomputers the Design Platform for Fault-Tolerant Quantum
October 21, 2026

NVIDIA's 104-Qubit JUPITER Simulation Makes GPU Supercomputers the Design Platform for Fault-Tolerant Quantum

Brendan Burke, Research Director at Futurum, examines NVIDIA's record 104-qubit fault-tolerant quantum simulation on JUPITER and why GPU supercomputers are becoming the quantum industry's design platform....
HPE Spaceborne Computer-4 Will Run the First HPC Benchmarks on the Moon
October 21, 2026

HPE Spaceborne Computer-4 Will Run the First HPC Benchmarks on the Moon

Brendan Burke, Research Director at Futurum, examines HPE's Spaceborne Computer-4 lunar mission and whether commercial edge silicon can run LLMs and the first HPC benchmarks on the Moon....
TSMC Q3 FY 2026 Earnings Beat and Raise on AI and HPC Demand
October 20, 2026

TSMC Q3 FY 2026 Earnings Beat and Raise on AI and HPC Demand

Mitch Ashley, VP and Practice Lead, CIO & Technology Buyers and Software Lifecycle Engineering at The Futurum Group, reviews TSMC's latest earnings, where AI and HPC demand drove a beat...
Intel D-Series GPUs Make HBM Optional for Agentic Inference
October 19, 2026

Intel D-Series GPUs Make HBM Optional for Agentic Inference

Brendan Burke, Research Director at Futurum, shares insights on Intel D-series GPUs, 46,000-core Xeon agentic racks, open prompt routing, and the photonics roadmap Intel detailed at the 2026 OCP Global...

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The vision behind everything in Futurum’s Custom Research practice is this: research should show you what is happening, what comes next, and what to do about it. It should be personal to each audience, easy for people to grasp, and structured so LLMs can reason over it accurately. And it should be fast and turnkey; you want answers now, not another project to carry for quarters.

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If any of this is useful, I would love to talk.

Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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