Category: Data Center

NVIDIA Groq 3 LPX’s Promise of World’s Fastest Inference Enters Full Production
September 14, 2026

NVIDIA Groq 3 LPX’s Promise of World’s Fastest Inference Enters Full Production

Brendan Burke, Research Director at Futurum, shares his insights on how NVIDIA Groq 3 LPX strengthens Vera Rubin and what cloud providers must prove before faster tokens support premium pricing....
NVIDIA and SpaceXAI Link Grok Expansion With Orbital Computing
September 14, 2026

NVIDIA and SpaceXAI Link Grok Expansion With Orbital Computing

Brendan Burke, Research Director at Futurum, shares insights on NVIDIA Vera CPU adoption across Grok and Starmind and the evidence required to validate orbital AI computing....
Qualcomm Lands $60 Billion Custom Silicon and 1.6T Optics Deal with AWS, Backed by a $4 Billion Warrant
September 9, 2026

Qualcomm Lands $60 Billion Custom Silicon and 1.6T Optics Deal with AWS, Backed by a $4 Billion Warrant

Qualcomm announced a multi-generation collaboration with AWS covering customized silicon for AI inference and optical connectivity solutions extending up to 1.6T....
Dell Technologies Q2 FY 2027 AI Orders Fuel Server and Storage Growth
September 9, 2026

Dell Technologies Q2 FY 2027: AI Orders Fuel Server and Storage Growth

Futurum Research analyzes Dell Technologies’ Q2 FY 2027 earnings, focusing on AI server backlog, infrastructure demand, storage pull-through, and FY 2027 guidance....
Beyond Raw Compute Equinix’s Strategic Bet on AI Infrastructure
September 9, 2026

Beyond Raw Compute: Equinix’s Strategic Bet on AI Infrastructure

Nick Patience, VP & AI Platforms Practice Lead at The Futurum Group, examines Equinix Fabric One and Inference Exchange, and asks whether neutral infrastructure solves a problem enterprises have today...
HCLTech's Semiconductor Lab Bet Targets a $25.7B Channel Opportunity
September 8, 2026

HCLTech’s Semiconductor Lab Bet Targets a $25.7B Channel Opportunity

HCLTech launched its Advanced Semiconductor Lab in Bengaluru, investing Rs. 185 crore in a 40,000 sq ft facility to capitalize on a $25.7B channel ecosystem opportunity....
Sovereign Cloud as Channel Strategy: Visiativ's Free Pro Bet
September 8, 2026

Sovereign Cloud as Channel Strategy: Visiativ’s Free Pro Bet

Visiativ's deployment of Free Pro's sovereign cloud infrastructure across French datacenters demonstrates how ISVs are turning data residency compliance into a competitive channel trust asset, shielding clients from extraterritorial legislation....
NetApp Q1 FY 2027 AI-Ready Storage Drives Enterprise Momentum
September 4, 2026

NetApp Q1 FY 2027: AI-Ready Storage Drives Enterprise Momentum

Futurum Research analyzes NetApp’s Q1 FY 2027 earnings, focusing on AI data infrastructure, hybrid cloud demand, and migration momentum....
HPE Q3 FY 2026 AI Infrastructure Demand Strengthens Outlook
September 4, 2026

HPE Q3 FY 2026: AI Infrastructure Demand Strengthens Outlook

Futurum Research analyzes HPE’s Q3 FY 2026 earnings, focusing on AI server demand, networking growth, supply constraints, and FY 2027 positioning....
Broadcom Q3 FY 2026 Can Custom Silicon Sustain AI Growth
September 4, 2026

Broadcom Q3 FY 2026: Can Custom Silicon Sustain AI Growth?

Futurum Research analyzes Broadcom’s Q3 FY 2026 earnings, focusing on AI custom silicon demand, networking growth, and Q4 FY 2026 guidance....
Marvell Q2 FY 2027 Connectivity and Custom Silicon Fuel AI Growth
September 1, 2026

Marvell Q2 FY 2027: Connectivity and Custom Silicon Fuel AI Growth

Futurum Research at The Futurum Group analyzes Marvell’s Q2 FY 2027 earnings, focusing on AI infrastructure demand, data center growth, custom silicon, and FY 2027 guidance....
Synopsys Q3 FY 2026 AI Design Demand Drives EDA Growth
August 31, 2026

Synopsys Q3 FY 2026: AI Design Demand Drives EDA Growth

Futurum Research analyzes Synopsys’ Q3 FY 2026 earnings, focusing on AI-driven EDA demand, Ansys integration, and FY 2027 monetization priorities....

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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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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