Q2 Revenue and Margin Expansion Driven by AI-Powered Data Center Demand, Telecom Recovery, and Industrial Resilience
Olivier Blanchard, Research Director at The Futurum Group, analyzes Coherent’s Q2 FY 2025 earnings, highlighting record networking revenue fueled by AI data center demand, telecom recovery, and margin expansion.
The Latest Earnings Reinforce Arm’s Competitive Momentum, Driven by the Increasing Integration of Its Technology in AI Workloads and High-Performance Computing
Richard Gordon, VP & Practice Lead, Semiconductors at The Futurum Group, examines Arm’s Q3 FY 2025 earnings, highlighting AI-driven royalty growth, Compute Subsystem expansion, and key AI collaborations.
Kyndryl’s Latest Results Reflect a Turnaround in Profitability, With Expanding Margins and Rising Contributions From High-Value Contracts and Kyndryl Consult
Krista Case, Research Director at The Futurum Group, analyzes Kyndryl’s Q3 FY 2025 results, highlighting strong margin expansion, higher-value signings, and the company's progress in eliminating unprofitable pre-spinoff contracts.
AI Investors, Tech Leaders, and Customers Sort Through Short-Term Fallout and Longer-Term Claims By China’s DeepSeek
The Futurum Group analysts share their insights on DeepSeek R1 claims of model training and cost efficiency, questions about the potential use of competitors' models, and security and privacy concerns. Analysts discuss the near and long-term implications of faster and lower-cost LLM development.
Cloud and AI Services Saw Strong Adoption, While Heightened Capex for AI Infrastructure Affected Margin Performance
The Futurum Group’s Keith Kirkpatrick and Nick Patience analyze Microsoft’s Q2 FY 2025 results, highlighting strong cloud and AI-driven growth, a surge in commercial bookings, and record-high AI infrastructure investments.
CoreWeave’s Newly Opened Crawley and London Docklands Facilities, Featuring NVIDIA H200 GPUs, Bolster Its AI Hyperscaling Efforts in Alignment With the UK’s AI Opportunities Action Plan
Nick Patience, VP and AI Practice Lead at The Futurum Group, explores CoreWeave's launch of UK-based data centers featuring NVIDIA H200 GPUs, driving AI innovation and supporting the UK’s AI Opportunities Action Plan.
Oracle’s Latest Exadata X11M Platform Delivers Key Enhancements in Performance, Efficiency, and Energy Conservation for AI and Data Workloads
Futurum’s Ron Westfall examines why Exadata X11M allows customers to decide where they want to gain the best performance for their Oracle Database workloads from new levels of price performance, consolidation, and efficiency alongside savings in hardware, power and cooling, and data center space.
Marvell Spotlights How Incorporation of Its CPO Technology Capabilities Can Accelerate XPU Architecture Innovation
Futurum’s Ron Westfall explores how Marvell’s CPO portfolio can play an integral role in further demystifying applying customization in the XPU architecture design process, incentivizing hyperscalers to develop custom XPUs that increase the density and performance of their AI servers.
Daniel Newman and Patrick Moorhead discuss Broadcom’s AI networking surge, Marvell’s pivot to AI-driven infrastructure, and NVIDIA’s regulatory challenges in China and how these advancements and obstacles shape the future of tech innovation.
Juniper Networks Provides the Technical and Manageability Portfolio Innovations for Meeting the Topmost Demands of WAN Sustainability
Ron Westfall, Research Director, Futurum examines why Juniper offers the best-in-class solutions essential to success for enlisting the WAN in fulfilling organization-wide sustainability objectives.
Marvell Debuted Custom HBM Solutions Specifically Designed for XPUs Partnering With Samsung, Micron, and SK Hynix to Innovate Tailored Memory Solutions
Futurum’s Ron Westfall examines why Marvell’s new HBM customization solutions can play a crucial role in driving XPU innovation, particularly for AI and high-performance computing applications that require extreme memory bandwidth and efficiency.
