Category: Data Center

ASML Q4 FY 2025 Earnings Record Orders, Capacity Execution in Focus
January 30, 2026

ASML Q4 FY 2025 Earnings: Record Orders, Capacity Execution in Focus

Futurum Research analyzes ASML’s Q4 FY 2025, highlighting EUV momentum, backlog coverage into 2027, and how fab readiness, mix, and upgrades shape 2026 execution and margins....
Nutanix and Pure Storage Join Forces Amid Enterprise Virtualization Upheaval
January 28, 2026

Nutanix and Pure Storage Join Forces Amid Enterprise Virtualization Upheaval

Alastair Cooke, CTO Adviser at Futurum, shares his insights on the partnership between Pure Storage and Nutanix to integrate Pure’s Evergreen Storage and FlashArray into Nutanix’s Cloud-like AHV and Prism....
Can Dell PowerScale’s Flexible Architecture Outpace Flash Costs in the AI Era
January 28, 2026

Can Dell PowerScale’s Flexible Architecture Outpace Flash Costs in the AI Era?

Alastair Cooke, CTO Advisor at Futurum, shares his insights on Dell’s view of Hybrid storage to mitigate rising SSD costs. All-flash arrays have dominated; hybrid HDD and SSD options are...
Microsoft’s Maia 200 Signals the XPU Shift Toward Reinforcement Learning
January 27, 2026

Microsoft’s Maia 200 Signals the XPU Shift Toward Reinforcement Learning

Brendan Burke, Research Director at Futurum, analyzes Microsoft’s custom Maia 200 architecture and market position. The accelerator supports reinforcement learning with low-precision formats and deterministic networking....
Amazon EC2 G7e Goes GA With Blackwell GPUs. What Changes for AI Inference
January 27, 2026

Amazon EC2 G7e Goes GA With Blackwell GPUs. What Changes for AI Inference?

Nick Patience, VP and AI Practice Lead at Futurum, examines Amazon’s EC2 G7e instances and how higher GPU memory, bandwidth, and networking change AI inference and graphics workloads....
NVIDIA and CoreWeave Team to Break Through Data Center Real Estate Bottlenecks
January 27, 2026

NVIDIA and CoreWeave Team to Break Through Data Center Real Estate Bottlenecks

Nick Patience, AI Platforms Practice Lead at Futurum, shares his insights on NVIDIA’s $2 billion investment in CoreWeave to accelerate the buildout of over 5 gigawatts of specialized AI factories...
Did SPIE Photonics West 2026 Set the Stage for Scale-up Optics
January 27, 2026

Did SPIE Photonics West 2026 Set the Stage for Scale-up Optics?

Brendan Burke, Research Director at The Futurum Group, explains how SPIE Photonics West 2026 revealed that scaling co-packaged optics depends on cross-domain engineering, thermal materials, and manufacturing testing....
Intel Q4 FY 2025 AI PC Ramp Meets Supply Constraints
January 26, 2026

Intel Q4 FY 2025: AI PC Ramp Meets Supply Constraints

Futurum Research analyzes Intel’s Q4 FY 2025 results, highlighting AI PC and data center demand, 18A/14A progress, and near-term supply constraints with guidance improving as supply recovers from Q2 FY...
Is Tesla’s Multi-Foundry Strategy the Blueprint for Record AI Chip Volumes
January 22, 2026

Is Tesla’s Multi-Foundry Strategy the Blueprint for Record AI Chip Volumes?

Brendan Burke, Research Director at Futurum, explores how Tesla’s dual-foundry strategy for its AI5 chip enables record production scale and could make multi-foundry production the new standard for AI silicon....
SiFive and NVIDIA Rewriting the Rules of AI Data Center Design
January 15, 2026

SiFive and NVIDIA: Rewriting the Rules of AI Data Center Design

Brendan Burke, Research Director at Futurum, analyzes the groundbreaking integration of NVIDIA NVLink Fusion into SiFive’s RISC-V IP, a move that signals the end of the proprietary CPU’s stranglehold on...
Will QAI Moon Beat Hyperscalers in GPU Latency
January 15, 2026

Will QAI Moon Beat Hyperscalers in GPU Latency?

The need for edge AI inference is being met by QAI Moon, a new joint venture formed by Moonshot Energy, QumulusAI, and IXP.us to pair carrier-neutral internet exchange points with...
At CES, NVIDIA Rubin and AMD “Helios” Made Memory the Future of AI
January 12, 2026

At CES, NVIDIA Rubin and AMD “Helios” Made Memory the Future of AI

Brendan Burke, Research Director at Futurum, shares his insights on the unveilings of NVIDIA’s Rubin platform and AMD’s Helios platform at CES. These reveals emphasize that fast access to storage...

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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