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Category: Data Center

NVIDIA Faces China Antitrust Heat – A Recap from The Six Five Webcast
January 2, 2025

NVIDIA Faces China Antitrust Heat – A Recap from The Six Five Webcast

Daniel Newman and Patrick Moorhead discuss Broadcom’s AI networking surge, Marvell’s pivot to AI-driven infrastructure, and NVIDIA’s regulatory challenges in China and how these advancements and obstacles shape the future...
Are Wide Area Networks Ready to Drive Sustainability Success?
December 20, 2024

Are Wide Area Networks Ready to Drive Sustainability Success?

Ron Westfall, Research Director, Futurum examines why Juniper offers the best-in-class solutions essential to success for enlisting the WAN in fulfilling organization-wide sustainability objectives....
Marvell HBM Compute Architecture Ready to Transform Cloud AI Acceleration
December 16, 2024

Marvell HBM Compute Architecture Ready to Transform Cloud AI Acceleration

Futurum’s Ron Westfall examines why Marvell’s new HBM customization solutions can play a crucial role in driving XPU innovation, particularly for AI and high-performance computing applications that require extreme memory...
Tenstorrent's Funding Include Bezos Expeditions, Samsung, LG
December 16, 2024

Tenstorrent Ready to Storm AI Chip Market

Futurum’s Ron Westfall assesses why Tenstorrent’s new funding can spur consistent competitive differentiation of its AI chips against GPUs....
Marvell Q3 FY2025: AI & Cloud Growth Propel Revenue Amid Restructuring
December 9, 2024

Marvell Q3 FY2025: AI & Cloud Growth Propel Revenue Amid Restructuring

Dr. Bob Sutor, VP and Practice Lead at The Futurum Group discusses Marvell’s Q3 FY2025 earnings and how AI silicon and cloud interconnect solutions drove robust revenue growth while restructuring...
Dell Q3 FY2025- Strong Growth Driven by Infrastructure Solutions and AI
December 3, 2024

Dell Q3 FY2025: Strong Growth Driven by Infrastructure Solutions and AI

Olivier Blanchard, Research Director at The Futurum Group, analyzes Dell’s Q3 FY2025 earnings, including record AI-driven ISG performance, ongoing challenges in the consumer market, and Dell’s strategic focus on AI....
Redefining AI Hybrid Cloud and Enterprise Workloads with Cooling Innovations
November 22, 2024

Redefining AI, Hybrid Cloud, and Enterprise Workloads with Cooling Innovations

The Futurum Group’s latest research report, Redefining AI, Hybrid Cloud, and Enterprise Workloads with Cooling Innovations, completed in partnership with HPE, explores the issues companies face as data centers scale...
NFD36: Meter Ready to Transform Internet Infrastructure for IT Pros
November 19, 2024

NFD36: Meter Ready to Transform Internet Infrastructure for IT Pros

Futurum’s Ron Westfall examines why Meter built an approach that can liberate IT professionals from the uncertainties of installing and maintaining Internet infrastructure to concentrate on the topmost business priorities....
NFD36: Itential Ups Network Automation Intentions with Automation Service Debut
November 15, 2024

NFD36: Itential Ups Network Automation Intentions with Automation Service Debut

Futurum’s Ron Westfall examines why Itential’s new Automation Service can expedite how NetDevOps engineers standardize, execute, and securely share infrastructure automations across teams....
Coherent Q1 FY2025 Earnings: Driven by AI and Advanced Laser Innovation
November 14, 2024

Coherent Q1 FY2025 Earnings: Driven by AI and Advanced Laser Innovation

Olivier Blanchard, Research Director at The Futurum Group, discusses how Coherent’s Q1 FY2025 earnings were driven by AI-enabled Datacom transceivers and advanced laser innovations, positioning the company for growth across...
Arm Q2 FY 2025 Earnings: AI & Data Center Growth Drive Revenue
November 13, 2024

Arm Q2 FY 2025 Earnings: AI & Data Center Growth Drive Revenue

Dr. Bob Sutor, VP and Practice Lead for Emerging Technologies at The Futurum Group, analyzes Arm Holdings’ Q2 FY25 earnings, highlighting key revenue drivers from AI, data centers, and automotive....
AMD’s Q3 2024 Earnings Highlights Growth in AI and Data Center Solutions
November 8, 2024

AMD’s Q3 2024 Earnings Highlights Growth in AI and Data Center Solutions

Olivier Blanchard, Research Director at The Futurum Group, analyzes AMD's Q3 2024 performance and AI advancements from the Advancing AI event, emphasizing AMD’s competitive push in data centers and AI...

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