Category: Data Center

Cisco Q4 FY 2026 Earnings Point to Broader AI Infrastructure Demand
August 14, 2026

Cisco Q4 FY 2026 Earnings Point to Broader AI Infrastructure Demand

Futurum Research analyzes Cisco’s Q4 FY 2026 earnings, focusing on AI infrastructure orders, networking demand, security traction, and FY 2027 guidance....
ASUS Q2 FY 2026 Earnings Hit Record Revenue on AI Servers
August 14, 2026

ASUS Q2 FY 2026 Earnings Hit Record Revenue on AI Servers

Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices with Futurum, analyzes ASUS Q2 FY 2026 earnings, focusing on AI server revenue doubling, and how agentic AI compute positions the...
Microchip Q1 FY 2027 Earnings Beat as Data Center Exposure Nears $1 Billion
August 14, 2026

Microchip Q1 FY 2027 Earnings Beat as Data Center Exposure Nears $1 Billion

Brendan Burke, Research Director at Futurum, reviews Microchip's Q1 FY 2027 earnings, its data center exposure nearing $1 billion, and margin gains above its long-term model....
CoreWeave Q2 FY 2026 AI Demand Drives Pricing and Capacity Growth
August 13, 2026

CoreWeave Q2 FY 2026: AI Demand Drives Pricing and Capacity Growth

Futurum Research analyzes CoreWeave’s Q2 FY 2026 earnings, focusing on AI cloud demand, managed inference growth, power expansion, and raised FY 2026 guidance....
From Blaize to NVIDIA: Why Is AI Infrastructure Converging on Indonesia?
August 13, 2026

From Blaize to NVIDIA: Why Is AI Infrastructure Converging on Indonesia?

Brendan Burke, Research Director at Futurum, shares his insights on 100 days that put Blaize, CoreWeave, NVIDIA, Nokia, Firmus, and Indosat on Indonesia's sovereign AI map, and the generation-plus-distribution model...
Is the NVIDIA DSX Reference Design the Real Collateral for $500B in Financing?
August 11, 2026

Is the NVIDIA DSX Reference Design the Real Collateral for $500B in Financing?

Brendan Burke, Research Director at Futurum, shares his insights on NVIDIA's $500 billion financing platforms and how DSX reference designs turn AI compute into collateral that banks, insurers, and pension...
Is the AI Gold Rush Compromising Data Center Integrity?
August 11, 2026

Is the AI Gold Rush Compromising Data Center Integrity?

Hyperscalers' $660B capex surge is cutting corners in data center construction, risking unsafe AI infrastructure. Standards-compliant network integration is essential to address structural power gaps and commissioning risks....
SiTime Q2 FY 2026 AI Demand and Renesas Integration Shape the Next Phase
August 10, 2026

SiTime Q2 FY 2026: AI Demand and Renesas Integration Shape the Next Phase

Futurum Research analyzes SiTime’s Q2 FY 2026 earnings, focusing on AI data center timing demand, Renesas timing integration, and guidance....
NVIDIA AI Storage
August 7, 2026

NVIDIA AI Storage Goes Open at FMS 2026. Is Open Source the New Moat?

Brendan Burke, Research Director at Futurum, examines NVIDIA's FMS 2026 storage push and whether openness extends NVIDIA's platform control to the data path....
IonQ Q2 FY 2026 Tempo Quantum Computers Drive Growth Ahead of SkyWater Integration
August 7, 2026

IonQ Q2 FY 2026: Tempo Quantum Computers Drive Growth Ahead of SkyWater Integration

Brendan Burke, Research Director at Futurum, analyzes IonQ’s Q2 FY 2026 earnings, focusing on quantum platform growth, SkyWater integration, security demand, and raised FY 2026 guidance....
Lattice Semiconductor Q2 FY 2026 AMI Acquisition Pulls $1 Billion Revenue Rate Up to Q3 2026
August 7, 2026

Lattice Semiconductor Q2 FY 2026: AMI Acquisition Pulls $1 Billion Revenue Rate Up to Q3 2026

Brendan Burke, Research Director at Futurum, analyzes Lattice Semiconductor’s Q2 FY 2026 earnings, focusing on AI server demand, FPGA attach, AMI, and guidance....
AMD Q2 FY 2026 EPYC and Helios Fuel the Next AI Growth Phase
August 7, 2026

AMD Q2 FY 2026: EPYC and Helios Fuel the Next AI Growth Phase

Brendan Burke, Research Director at Futurum, analyzes AMD’s Q2 FY 2026 earnings, focusing on Data Center growth, EPYC demand, Helios momentum, and the next phase of AI infrastructure execution....

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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