Category: Data Center

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....
SiTime's Nasdaq IPO Puts MEMS Timing at the Center of AI Infrastructure
July 29, 2026

SiTime’s Acquisition of Renesas Timing Division: A Strategic Leap in Timing Solutions

Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices at Futurum, analyzes how SiTime's acquisition of Renesas' timing business consolidates 30 years of clocking legacy with innovative MEMS technology....
July 29, 2026

SiTime’s Acquisition of Renesas Timing Division: A Strategic Leap in Timing Solutions

Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices at Futurum, analyzes how SiTime's acquisition of Renesas' timing business consolidates 30 years of clocking legacy with innovative MEMS technology....
Intel Q2 FY 2026: Hyperscaler Server Demand Drives 59% DCAI Growth
July 27, 2026

Intel Q2 FY 2026: Hyperscaler Server Demand Drives 59% DCAI Growth

Futurum Research analyzes Intel’s Q2 FY 2026 earnings, focusing on AI-driven server CPU demand, foundry execution, AI PCs, and higher capital spending....
July 27, 2026

Intel Q2 FY 2026: Hyperscaler Server Demand Drives 59% DCAI Growth

Futurum Research analyzes Intel’s Q2 FY 2026 earnings, focusing on AI-driven server CPU demand, foundry execution, AI PCs, and higher capital spending....
IBM Q2 FY 2026: Software Growth Continues as Mainframe Purchases Slow
July 27, 2026

IBM Q2 FY 2026: Software Growth Continues as Mainframe Purchases Slow

Futurum Research analyzes IBM’s Q2 FY 2026 earnings, focusing on software mix, mainframe timing, AI demand, and revised FY 2026 guidance....
STMicroelectronics Q2 FY 2026 Earnings Climb on Cloud AI and Satellite Strength
July 27, 2026

STMicroelectronics Q2 FY 2026 Earnings Climb on Cloud AI and Satellite Strength

Brendan Burke, Research Director at Futurum, reviews STMicroelectronics' Q2 FY 2026 earnings, the broad demand recovery, and the raised AI data center and satellite revenue ambitions....
July 27, 2026

STMicroelectronics Q2 FY 2026 Earnings Climb on Cloud AI and Satellite Strength

Brendan Burke, Research Director at Futurum, reviews STMicroelectronics' Q2 FY 2026 earnings, the broad demand recovery, and the raised AI data center and satellite revenue ambitions....
July 27, 2026

IBM Q2 FY 2026: Software Growth Continues as Mainframe Purchases Slow

Futurum Research analyzes IBM’s Q2 FY 2026 earnings, focusing on software mix, mainframe timing, AI demand, and revised FY 2026 guidance....
Nokia Q2 FY 2026 Optical Strength Positions Nokia for the AI Buildout
July 24, 2026

Nokia Q2 FY 2026: Optical Strength Positions Nokia for the AI Buildout

Futurum Research analyzes Nokia’s Q2 FY 2026 earnings, focusing on AI and cloud order strength, optical and IP demand, AI-RAN timing, and supply constraints....

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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