Category: Data Center

Dell Technologies Q2 FY 2027 AI Orders Fuel Server and Storage Growth
September 9, 2026

Dell Technologies Q2 FY 2027: AI Orders Fuel Server and Storage Growth

Futurum Research analyzes Dell Technologies’ Q2 FY 2027 earnings, focusing on AI server backlog, infrastructure demand, storage pull-through, and FY 2027 guidance....
Beyond Raw Compute Equinix’s Strategic Bet on AI Infrastructure
September 9, 2026

Beyond Raw Compute: Equinix’s Strategic Bet on AI Infrastructure

Nick Patience, VP & AI Platforms Practice Lead at The Futurum Group, examines Equinix Fabric One and Inference Exchange, and asks whether neutral infrastructure solves a problem enterprises have today...
HCLTech's Semiconductor Lab Bet Targets a $25.7B Channel Opportunity
September 8, 2026

HCLTech’s Semiconductor Lab Bet Targets a $25.7B Channel Opportunity

HCLTech launched its Advanced Semiconductor Lab in Bengaluru, investing Rs. 185 crore in a 40,000 sq ft facility to capitalize on a $25.7B channel ecosystem opportunity....
Sovereign Cloud as Channel Strategy: Visiativ's Free Pro Bet
September 8, 2026

Sovereign Cloud as Channel Strategy: Visiativ’s Free Pro Bet

Visiativ's deployment of Free Pro's sovereign cloud infrastructure across French datacenters demonstrates how ISVs are turning data residency compliance into a competitive channel trust asset, shielding clients from extraterritorial legislation....
NetApp Q1 FY 2027 AI-Ready Storage Drives Enterprise Momentum
September 4, 2026

NetApp Q1 FY 2027: AI-Ready Storage Drives Enterprise Momentum

Futurum Research analyzes NetApp’s Q1 FY 2027 earnings, focusing on AI data infrastructure, hybrid cloud demand, and migration momentum....
HPE Q3 FY 2026 AI Infrastructure Demand Strengthens Outlook
September 4, 2026

HPE Q3 FY 2026: AI Infrastructure Demand Strengthens Outlook

Futurum Research analyzes HPE’s Q3 FY 2026 earnings, focusing on AI server demand, networking growth, supply constraints, and FY 2027 positioning....
Broadcom Q3 FY 2026 Can Custom Silicon Sustain AI Growth
September 4, 2026

Broadcom Q3 FY 2026: Can Custom Silicon Sustain AI Growth?

Futurum Research analyzes Broadcom’s Q3 FY 2026 earnings, focusing on AI custom silicon demand, networking growth, and Q4 FY 2026 guidance....
Marvell Q2 FY 2027 Connectivity and Custom Silicon Fuel AI Growth
September 1, 2026

Marvell Q2 FY 2027: Connectivity and Custom Silicon Fuel AI Growth

Futurum Research at The Futurum Group analyzes Marvell’s Q2 FY 2027 earnings, focusing on AI infrastructure demand, data center growth, custom silicon, and FY 2027 guidance....
Synopsys Q3 FY 2026 AI Design Demand Drives EDA Growth
August 31, 2026

Synopsys Q3 FY 2026: AI Design Demand Drives EDA Growth

Futurum Research analyzes Synopsys’ Q3 FY 2026 earnings, focusing on AI-driven EDA demand, Ansys integration, and FY 2027 monetization priorities....
NVIDIA Q2 FY 2027 AI Infrastructure Demand Extends Into FY 2028
August 31, 2026

NVIDIA Q2 FY 2027: AI Infrastructure Demand Extends Into FY 2028

Futurum Research analyzes NVIDIA’s Q2 FY 2027 earnings, focusing on AI infrastructure demand, Vera Rubin production, Blackwell Ultra momentum, and FY 2028 growth expectations....
SiFive BigSky Ships the First RISC-V Server. Is the GPU Head Node the Prize
August 28, 2026

SiFive BigSky Ships the First RISC-V Server. Is the GPU Head Node the Prize?

Brendan Burke, Research Director at Futurum, shares his insights on SiFive's BigSky, the first enterprise-grade RISC-V server, and why CUDA head node duty for NVIDIA GPUs is the socket that...
QumulusAI Q2 FY 2026 118% Revenue Growth for Hyperspeed AI Compute Deployment
August 28, 2026

QumulusAI Q2 FY 2026: 118% Revenue Growth for Hyperspeed AI Compute Deployment

Brendan Burke, Research Director at Futurum, analyzes QumulusAI’s Q2 FY 2026 earnings, focusing on direct AI compute demand, GPU fleet expansion, and capacity execution....

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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