Category: Data Center

July 28, 2025

Intel Q2 FY 2025 Results Beat on Revenue, Margin Hit by One-Time Charges

Ray Wang and Daniel Newman from Futurum explore Intel’s Q2 FY 2025 earnings, highlighting revenue strength, margin pressures from restructuring, strategic foundry shifts, and why the 18A ramp is critical...
July 25, 2025

Alphabet’s Q2 FY 2025 Earnings Top Estimates, Led by Strong Cloud Revenue

Keith Kirkpatrick and Daniel Newman explore how Alphabet’s strong Q2 FY 2025 results reflect deepening AI integration across Search, Cloud, and YouTube, and what its $85 billion CapEx guidance says...
July 10, 2025

Dell Launches Early AI Infrastructure Offering for Enterprise Demand

Ray Wang, Research Director at Futurum, shares insights on Dell’s early deployment of NVIDIA GB300 NVL72 systems with CoreWeave. The launch sets a new standard in rack-scale performance for AI...
July 1, 2025

Micron Technology Q3 FY 2025 Earnings Show Strong Data Center and HBM Growth

Ray Wang, Research Director with The Futurum Group shares his insights on Micron’s Q3 earnings and company’s strong performance amid record-high DRAM and data center revenue....
Marvell Expands Custom AI Portfolio with Launch of 2nm Custom SRAM
June 23, 2025

Marvell Expands Custom AI Portfolio With Launch of 2nm Custom SRAM

Ray Wang, Research Director at Futurum, shares his insights on Marvell’s 2nm custom SRAM and how it enhances power efficiency, die area savings, and bandwidth for custom XPUs powering next-gen...
Synopsys Demonstrates PCIe 6.x Interoperability With Broadcom at PCI-SIG DevCon 2025
June 23, 2025

Synopsys Demonstrates PCIe 6.x Interoperability With Broadcom at PCI-SIG DevCon 2025

Olivier Blanchard, Research Director at Futurum, shares his insights on Synopsys demonstrating PCIe 6.x interoperability with Broadcom, reducing design risk and accelerating AI and HPC system deployment....
AMD Strengthens Supercomputing Lead With El Capitan and Frontier Holding Top Spots
June 16, 2025

AMD Strengthens Supercomputing Lead With El Capitan and Frontier Holding Top Spots

Olivier Blanchard, Research Director at Futurum, shares his insights on AMD’s supercomputing leadership as El Capitan and Frontier hold top rankings, while AMD expands its global footprint across HPC and...
Qualcomm Expands Data Center Push With $2.4 Billion Alphawave Acquisition
June 16, 2025

Qualcomm Expands Data Center Push With $2.4 Billion Alphawave Acquisition

Olivier Blanchard, Research Director at Futurum, analyzes Qualcomm’s $2.4 billion Alphawave deal and how it expands AI data center capabilities with high-speed connectivity IP....
Cisco Builds Its Platform on the Tailwinds of Agentic AI and Secure Networking
June 16, 2025

Cisco Builds Its Platform on the Tailwinds of Agentic AI and Secure Networking

Fernando Montenegro, VP and Practice Lead, Cybersecurity at Futurum, shares his/her insights on the main announcements and key trends from Cisco Live US 2025, including agentic AI and secure networking....
Broadcom Q2 FY 2025 Sees Record Revenue, Solid AI and Software Growth
June 10, 2025

Broadcom Q2 FY 2025 Sees Record Revenue, Solid AI and Software Growth

Olivier Blanchard and Daniel Newman, at Futurum, explore Broadcom’s strong Q2 FY2025 earnings driven by robust growth in AI networking, VMware-led infrastructure software, and strategic acceleration of custom AI chip...
HPE Q2 FY 2025 Revenue Tops Estimates on Server and Cloud Gains
June 5, 2025

HPE Q2 FY 2025 Revenue Tops Estimates on Server and Cloud Gains

Fernando Montenegro and Krista Case at Futurum examine HPE’s Q2 FY 2025 results, with improved server execution, AI systems traction, and hybrid cloud strength driving upside despite margin pressure and...
Marvell Q1 FY 2026 Results Driven by Custom Silicon and Data Center Momentum
June 3, 2025

Marvell Q1 FY 2026 Results Driven by Custom Silicon and Data Center Momentum

Olivier Blanchard, Research Director at Futurum, unpacks Marvell’s Q1 FY 2026 results, where strong AI demand, custom silicon ramp, and electro-optics gains fuel data center momentum amid cautious sentiment on...

Welcome

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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To do it, we bring unmatched data to bear: Futurum research, surveys, and market projections; validated market feeds; ETR’s 15 years of insight from 10,000 technology decision-makers; G2’s buyer and user data; and what our analysts hear every day. Add leading primary collection, from AI-moderated voice interviews to surveys and analyst-led interviews, all turnkey, and every project comes out credible, nuanced, and actionable.

And we don’t just drop the results in your lap. For internal work, we provide analyst-led sessions, interactive dashboards, and a range of formats. For market-facing work, Futurum delivers turnkey activation and amplification that actually gets seen, by people and by LLMs, through our media and share of voice. This is research that moves decisions and markets.

We will meet you wherever you are, from a fast-turn brief to a multi-year program, and shape the work to your goals, timeline, and budget. The right program for your moment.

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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