Category: Data Center

Marvell’s Teralynx T100 Puts Power Efficiency at the Center of AI Networking
June 5, 2026

Marvell’s Teralynx T100 Puts Power Efficiency at the Center of AI Networking

Tom Hollingsworth, Networking Technology Advisor and Event Lead at Futurum, examines how the Marvell Teralynx T100 addresses AI networking power and latency constraints as hyperscalers build larger AI clusters....
HPE Q2 FY 2026: AI Orders Remain Strong as Supply Constraints Persist
June 4, 2026

HPE Q2 FY 2026: AI Orders Remain Strong as Supply Constraints Persist

Futurum Research analyzes HPE Q2 FY 2026 earnings, focusing on AI-driven demand across servers and networking, supply constraints affecting conversion, and what updated FY 2026 and FY 2027 guidance implies...
Intel’s COMPUTEX Keynote Reframes an Iconic Company as a Silicon-to-Systems AI Lab
June 4, 2026

Intel’s COMPUTEX Keynote Reframes an Iconic Company as a Silicon-to-Systems AI Lab

Brendan Burke, Research Director at Futurum, examines the Intel agentic AI pivot at COMPUTEX 2026, where Xeon 6+ on 18A, Rackscale Blueprints, and a Perplexity hybrid demo reframe the CPU...
Can ADI Hot Swap Controllers De-Risk NVIDIA’s 800 VDC Transition?
June 3, 2026

Can ADI Hot Swap Controllers De-Risk NVIDIA’s 800 VDC Transition?

Brendan Burke, Research Director at Futurum, examines how 800 VDC power architecture is emerging as a critical requirement for future AI factories as infrastructure constraints increasingly shift from silicon to...
Dell Q1 FY 2027: AI Server Demand Drives Raised FY 2027 Outlook
June 3, 2026

Dell Q1 FY 2027: AI Server Demand Drives Raised FY 2027 Outlook

Futurum Research analyzes Dell’s Q1 FY 2027 earnings, focusing on AI server demand, backlog dynamics, and what supply constraints mean for enterprise infrastructure plans....
NVIDIA Cosmos 3 and Open Agent Tools Is Physical AI About to Leave the Lab
June 2, 2026

NVIDIA Cosmos 3 and Open Agent Tools: Is Physical AI About to Leave the Lab?

Nick Patience, VP & Practice Lead at Futurum, examines NVIDIA’s Cosmos 3 foundation model and open physical AI agent tools, assessing what the GTC Taipei announcements mean for enterprise robotics,...
NVIDIA Engineers the Agentic Data Center with DSX Software Control and Vera CPU Acceleration
June 2, 2026

NVIDIA Engineers the Agentic Data Center with DSX Software Control and Vera CPU Acceleration

Brendan Burke, Research Director at Futurum, examines how NVIDIA uses Vera CPU, DSX operations software, and BlueField-4 STX to engineer a software-defined agentic data center architecture at GTC Taipei....
Synopsys Q2 FY 2026: AI-Driven Chip Design Demand Lifts Outlook
June 1, 2026

Synopsys Q2 FY 2026: AI-Driven Chip Design Demand Lifts Outlook

Futurum Research reviews Synopsys Q2 FY 2026, focusing on AI-driven demand across EDA, IP, and simulation, plus updated FY 2026 targets and monetization direction....
Samsung Foundry
June 1, 2026

Samsung’s 2nm Advance Draws on EDA Innovation from Cadence, Siemens, and Synopsys

Brendan Burke, Research Director at Futurum, analyzes how Synopsys, Cadence, and Siemens simultaneously announced expanded certified design flows and AI-driven capabilities on Samsung Foundry's 2nm process....
Marvell Q1 FY 2027 Raises Full-Year Outlook on AI Data Center Demand
May 29, 2026

Marvell Q1 FY 2027 Raises Full-Year Outlook on AI Data Center Demand

Brendan Burke, Research Director at Futurum, reviews Marvell’s Q1 FY 2027 earnings, focusing on AI-driven data center demand, interconnect and switching ramps, and expanded custom silicon outlook....
Cloud Network Resilience
May 28, 2026

AWS Bets on Random Graph Theory: Will Cloud Network Resilience Define the Next Decade?

Tom Hollingsworth, Research Director, Networking at Futurum, AWS applies random graph theory to enhance cloud network resilience, potentially redefining enterprise uptime and competitive advantage across hyperscale providers....
Nebius Q1 FY 2026 Earnings Show AI Cloud Capacity Scaling
May 26, 2026

Nebius Q1 FY 2026 Earnings Show AI Cloud Capacity Scaling

Dion Hinchcliffe, Vice President & Practice Lead, CIO & Technology Buyers at Futurum reviews Nebius Q1 FY 2026 earnings, focusing on AI cloud capacity scaling, and Token Factory inference momentum....

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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