Category: Data Center

Equinix Q2 FY 2026: Enterprise AI Fuels the Next Phase of Data Center Growth
August 3, 2026

Equinix Q2 FY 2026: Enterprise AI Fuels the Next Phase of Data Center Growth

Futurum Research analyzes Equinix Q2 FY 2026 earnings, focusing on AI infrastructure demand, interconnection growth, capacity expansion, and raised guidance....
August 3, 2026

Ingram Micro Q2 FY 2026: Xvantage Strengthens the AI Distribution Model

Futurum Research analyzes Ingram Micro’s Q2 FY 2026 earnings, focusing on AI infrastructure, cloud growth, Xvantage adoption, and channel consolidation....
Qualcomm Q3 FY 2026: Automotive Growth Offsets Handset Weakness
August 3, 2026

Qualcomm Q3 FY 2026: Automotive Growth Offsets Handset Weakness

Futurum Research analyzes Qualcomm’s Q3 FY 2026 earnings, focusing on handset pressure, automotive growth, and the data center ramp....
Arm Q1 FY 2027: Data Center Royalties Strengthen as AGI CPU Gains Traction
August 3, 2026

Arm Q1 FY 2027: Data Center Royalties Strengthen as AGI CPU Gains Traction

Futurum Research analyzes Arm’s Q1 FY 2027 earnings, focusing on data center royalties, AGI CPU demand, edge AI growth, and smartphone royalty pressure....
August 3, 2026

Qualcomm Q3 FY 2026: Automotive Growth Offsets Handset Weakness

Futurum Research analyzes Qualcomm’s Q3 FY 2026 earnings, focusing on handset pressure, automotive growth, and the data center ramp....
AI infrastructure solution
August 2, 2026

Is Cooling-Defined Infrastructure the Future of AI Data Centers?

UNICOM Engineering and Fourier deploy 600+ megawatts of modular liquid-cooled AI infrastructure as the intelligent devices market surges from $7.1B to $123.6B by 2030....
July 31, 2026

Microsoft Q4 FY 2026: AI Demand Accelerates Azure and Enterprise Growth

Futurum Research analyzes Microsoft’s Q4 FY 2026 earnings, focusing on Azure growth, Copilot adoption, agent platforms, and FY 2027 cloud guidance....
July 31, 2026

Microsoft Q4 FY 2026: AI Demand Accelerates Azure and Enterprise Growth

Futurum Research analyzes Microsoft’s Q4 FY 2026 earnings, focusing on Azure growth, Copilot adoption, agent platforms, and FY 2027 cloud guidance....
Clean Transit
July 30, 2026

Jacobs’ Clean Transit Initiative: A Major shift for Urban Mobility?

Jacobs Solutions won a major contract to deliver EV charging infrastructure for the 2028 LA Olympics, testing AI-driven governance at Olympic scale and positioning the company at the forefront of...
NXP Q2 FY 2026 AI at the Edge Strengthens Automotive and Industrial Demand
July 30, 2026

NXP Q2 FY 2026: AI at the Edge Strengthens Automotive and Industrial Demand

Futurum Research analyzes NXP’s Q2 FY 2026 earnings, focusing on software-defined vehicles, physical AI, and data center control-plane growth....
July 30, 2026

NXP Q2 FY 2026: AI at the Edge Strengthens Automotive and Industrial Demand

Futurum Research analyzes NXP’s Q2 FY 2026 earnings, focusing on software-defined vehicles, physical AI, and data center control-plane growth....
Sovereign AI
July 30, 2026

Anyscale’s Strategic Move: Joining Forces with Nscale to Enhance AI Infrastructure

Anyscale's strategic merger with Nscale combines Ray-based AI orchestration with European sovereign GPU infrastructure, targeting enterprises requiring private cloud deployment and data sovereignty compliance....

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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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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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