Category: Data Center

Selector at Networking Field Day 37 Showed Why Its AI-Native Portfolio is Ready to Transform Network Operations
Ron Westfall, Research Director at The Futurum Group, shares insights on why Selector is earning more trust and greater customer traction in the adoption and scaling of its AIOps solutions by building AI into its overall portfolio from the company's inception.
Versa Networks at Networking Field Day 37 Showed Why It is Ready to Redefine Security and Control in the Era of Data Sovereignty with Sovereign SASE Offering
Ron Westfall, Research Director at The Futurum Group, shares insights on why Versa Sovereign SASE provides a transformative deployment strategy, merging a top-tier security and networking platform with adaptable deployment options to address the strict regulatory and operational demands of any organization.
MWC 2025 Generated a Mother Lode of Announcements and Initiatives, With the Spotlight Often Focused On AI’s Impact on the Mobile Ecosystem – And With Good Reason
Futurum’s Ron Westfall examines how AI portfolio development and marketing moves by key players HPE, Cisco, Ericsson, and Rakuten Symphony will play a more integral role in the overall success of mobile networks including 5G service innovation.
Solidigm and NVIDIA Unveil Cold-Plate-Cooled SSD to Eliminate Air Cooling from AI Servers
Ron Westfall, Research Director at The Futurum Group, shares insights on Solidigm’s cold-plate-cooled SSD, developed with NVIDIA to enable fanless, liquid-cooled AI server infrastructure and meet surging demand driven by gen AI workloads.
The 28W 793nm Pump Laser Diode Offers High Polarization Purity, Enhancing Thulium Fiber Laser Efficiency in Medical and Industrial Applications
Olivier Blanchard, Research Director at The Futurum Group, analyzes Coherent’s 793nm pump laser diode, a breakthrough in Thulium fiber laser efficiency.
MWC 2025 Produced a Tidal Wave of Announcements, With Cybersecurity Standing Out as a Consistent Priority Amid 5G, AI, Geopolitical, API, and RAN Concerns
Futurum’s Ron Westfall examines how cybersecurity portfolio development and marketing moves by key players Deutsche Telekom, Vodafone, IBM, Palo Alto, AWS, Nokia, and Microsoft will play a more integral role in the overall success of mobile networks, including 5G service innovation.
AI-Driven Semiconductor Demand and Infrastructure Software Expansion Fueled Broadcom’s 25% YoY Revenue Growth in Q1 FY 2025
Richard Gordon and Daniel Newman at The Futurum Group break down Broadcom’s Q1 FY 2025 earnings, highlighting AI semiconductor growth, hyperscaler demand for XPUs, and VMware’s software transition driving 25% YoY revenue growth and strong Q2 guidance.
Strong AI Adoption Propels Marvell’s Revenue Growth, With Custom Silicon Ramping Up
Richard Gordon and Daniel Newman analyze Marvell’s Q4 FY 2025 earnings, highlighting AI growth, custom silicon momentum, and evolving semiconductor trends amid rising demand for efficiency-focused AI models.
AI-Driven Server Growth Lifts HPE’s Revenue, but Profit Margins Disappoint
Ron Westfall and Daniel Newman at The Futurum Group analyze HPE’s Q1 FY 2025 earnings, highlighting AI-driven server growth, GreenLake expansion, margin pressures, weak guidance, cost cuts, and Juniper deal uncertainty.
AI-Optimized Infrastructure Positions CoreWeave as a Strategic Alternative to Hyperscalers Amid GPU Shortage
Nick Patience, VP & AI Practice Lead at The Futurum Group, analyzes the S-1 filing of GPU infrastructure provider CoreWeave; the first step on its path to an IPO.
Dell’s Q4 FY 2025 Results Show Strong AI Infrastructure Demand, Boosting ISG Growth While CSG Continues to Face Softness in Consumer Sales
Olivier Blanchard, Research Director at The Futurum Group, analyzes Dell’s Q4 FY 2025 earnings, highlighting record AI-driven ISG growth, a $9 billion AI backlog, and CSG challenges. With AI server demand surging, execution remains key in FY 2026.
Qualcomm and IBM Unveil Expanded Collaboration to Drive Enterprise-Ready Generative AI Solutions Across Cloud and Edge Devices
Futurum’s Ron Westfall examines how the Qualcomm IBM alliance can spur broader enterprise adoption of on-device inferencing and low-power features key to sustainable GenAI deployment that improves energy efficiencies, performance, and user experiences.

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