Category: Data Center

NVIDIA Q2 FY 2026 Earnings: Networking Steals the Spotlight and Q3 Ramp Will Be Key To Watch
August 28, 2025

NVIDIA Q2 FY 2026 Earnings: Networking Steals the Spotlight and Q3 Ramp Will Be Key To Watch

Futurum’s Ray Wang and Daniel Newman examine NVIDIA’s Q2 FY 2026 earnings, highlighting strong Blackwell adoption, record networking revenue, and accelerating AI demand across data center, gaming, and professional visualization....
Is NVIDIA's Jetson Thor the New Brain for General Robotics?
August 27, 2025

Is NVIDIA’s Jetson Thor the New Brain for General Robotics?

Ray Wang, Research Director at The Futurum Group shares his insights on the NVIDIA Jetson Thor, a new robotics computer with the server-class performance needed to run generative AI at...
Coherent Q4 FY 2025 Earnings Rise on AI Datacenter and Networking Demand
August 15, 2025

Coherent Q4 FY 2025 Earnings Rise on AI Datacenter and Networking Demand

Ray Wang, Research Director at Futurum, examines Coherent’s Q4 FY 2025 earnings, highlighting AI datacenter and networking growth, margin gains, and the Aerospace and Defense sale to sharpen focus on...
Cisco Q4 FY 2025 Delivers Solid Growth With AI and Networking Tailwinds
August 15, 2025

Cisco Q4 FY 2025 Delivers Solid Growth With AI and Networking Tailwinds

Fernando Montenegro, VP & Practice Lead for Cybersecurity & Resilience at Futurum, analyzes Cisco’s Q4 FY 2025 results, spotlighting strong AI infrastructure demand, robust networking growth, and guidance backed by...
Is NVIDIA’s RTX PRO 6000 Blackwell the Tipping Point for Enterprise AI Acceleration?
August 15, 2025

Is NVIDIA’s RTX PRO 6000 Blackwell the Tipping Point for Enterprise AI Acceleration?

Ray Wang, Research Director at Futurum, shares insights on NVIDIA RTX PRO 6000 Blackwell-powered 2U servers from top OEMs, delivering AI acceleration, efficiency gains, and broad workload support for enterprise...
AMD Upgrades Ryzen AI Max+ With 128B Parameter Model
August 13, 2025

AMD Expands Windows AI Limits With 128B Parameter Model Capability

Olivier Blanchard, Research Director at Futurum, shares his insights on AMD’s Variable Graphics Memory upgrade for the Ryzen AI Max+ 395, enabling up to 128B parameter models with full vision...
August 8, 2025

Will Jericho4 Help Broadcom Lead the Next Era of AI Networking?

Ray Wang, Research Director at Futurum, shares insights on Broadcom Jericho4 - an Ethernet router designed to connect over a million XPUs across data centers with lossless, secure performance for...
August 7, 2025

AMD Q2 FY 2025 Sales Beat Offset by MI308-Linked EPS Decline

Olivier Blanchard and Daniel Newman at Futurum unpack AMD’s Q2 FY 2025 results, where record EPYC and Ryzen sales were offset by export-driven MI308 charges. In focus: the MI355 ramp,...
August 5, 2025

Lattice Q2 FY 2025 Results Show Strong Comms and Compute Growth

Ray Wang and Daniel Newman at Futurum analyse Lattice’s Q2 FY 2025 results, highlighting record server revenue, growing AI attach rates, and strong momentum in communications and compute despite industrial...
July 31, 2025

Microsoft Q4 FY 2025 Earnings Beat Driven by 39% Azure Growth

Keith Kirkpatrick and Daniel Newman from Futurum break down Microsoft’s Q4 FY 2025 earnings, highlighting Azure’s strong growth, the expanding Copilot ecosystem, and why Microsoft’s AI momentum shows no signs...
July 31, 2025

Is NVIDIA’s GB300 NVL72 Power Shelf the Answer to AI’s Grid Strain?

Ray Wang, Research Director at Futurum, shares his insights on how NVIDIA’s GB300 NVL72 reduces grid disruption from AI workloads using energy storage, ramp-rate control, and GPU burn to cut...

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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