Category: Data Center

Tenstorrent Lands $693 Million in New Funding Including Bezos Expeditions, Samsung, and LG to Challenge NVIDIA’s AI Chip Prominence
Futurum’s Ron Westfall assesses why Tenstorrent’s new funding can spur consistent competitive differentiation of its AI chips against GPUs.
Marvell Reports 19% Sequential Revenue Growth Fueled by AI and Cloud Solutions While Addressing Operational Challenges Through Restructuring Efforts
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 costs presented challenges, shaping the company's outlook.
Dell Posts a 10% Revenue Increase in Q3 FY2025, Powered by Record-Breaking ISG Performance and Expanding AI Demand
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.
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 to accommodate rapidly expanding compute demands, such as AI workloads, liquid cooling is becoming essential, reducing energy costs, minimizing thermal limitations, and enabling more compact and sustainable infrastructure for the next generation of AI advancements.
Meter Committed to Delivering a Modern Networking Solution That Is Consistent, Accessible, and Interconnected Across the Entire Stack
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.
Itential Debuts Automation Service Designed to Enable NetDevOps Teams to Streamline Operations and Standardize Automation Across Their Infrastructure
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.
A Detailed Look at How AI-Driven Data Solutions, Advanced Materials, and Innovative Laser Technology Powered Coherent’s Q1 FY2025 Growth
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 data and industrial markets.
A Look Into Arm’s Q2 2025 Earnings, Highlighting Key Growth Drivers and Strategic Positioning in AI, Automotive, and Data Centers
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 Is Developing AI-Focused Infrastructure Solutions and Competitive AI PC Processors, Positioning Itself in the Enterprise and Personal Computing Markets
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 PCs against Intel and Qualcomm.
OpenStack-based Private Cloud Management Service with Migration Tools to Move Virtual Machines from VMware vSphere
Alastair Cooke, Event Lead at Tech Field Day, shares his insights on the Platform9 launch of Private Cloud Director for on-premises private cloud as a service and migration from an existing virtualization platform.
Daniel Newman and Patrick Moorhead discuss key tech industry developments, including AMD and Intel’s historic collaboration, Lenovo’s AI innovations, and the role of nuclear power in supporting AI infrastructure growth.
Daniel Newman and Patrick Moorhead discuss competition between AMD, NVIDIA, and Intel in the AI hardware space, Tesla’s vision for autonomous robotics, and Amazon’s AI-driven logistics innovations, offering deep insights into the future of AI.

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