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Category: Data Center

Cisco Builds Its Platform on the Tailwinds of Agentic AI and Secure Networking
June 16, 2025
 

Cisco Builds Its Platform on the Tailwinds of Agentic AI and Secure Networking

Fernando Montenegro, VP and Practice Lead, Cybersecurity at Futurum, shares his/her insights on the main announcements and key trends from Cisco Live US 2025, including agentic AI and secure networking....
Fernando Montenegro
Broadcom Q2 FY 2025 Sees Record Revenue, Solid AI and Software Growth
June 10, 2025
 

Broadcom Q2 FY 2025 Sees Record Revenue, Solid AI and Software Growth

Olivier Blanchard and Daniel Newman, at Futurum, explore Broadcom’s strong Q2 FY2025 earnings driven by robust growth in AI networking, VMware-led infrastructure software, and strategic acceleration of custom AI chip...
Olivier Blanchard
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HPE Q2 FY 2025 Revenue Tops Estimates on Server and Cloud Gains
June 5, 2025
 

HPE Q2 FY 2025 Revenue Tops Estimates on Server and Cloud Gains

Fernando Montenegro and Krista Case at Futurum examine HPE’s Q2 FY 2025 results, with improved server execution, AI systems traction, and hybrid cloud strength driving upside despite margin pressure and...
Fernando Montenegro
Marvell Q1 FY 2026 Results Driven by Custom Silicon and Data Center Momentum
June 3, 2025
 

Marvell Q1 FY 2026 Results Driven by Custom Silicon and Data Center Momentum

Olivier Blanchard, Research Director at Futurum, unpacks Marvell’s Q1 FY 2026 results, where strong AI demand, custom silicon ramp, and electro-optics gains fuel data center momentum amid cautious sentiment on...
Olivier Blanchard
Dell Q1 FY 2026: Robust AI Server Sales, Guidance Lift Despite EPS Miss
June 3, 2025
 

Dell Q1 FY 2026: Robust AI Server Sales, Guidance Lift Despite EPS Miss

Olivier Blanchard and Daniel Newman of Futurum explore how Dell’s record AI server momentum and rising backlog are fueling its infrastructure lead, even as consumer softness delays broader PC refresh...
Olivier Blanchard
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NVIDIA Q1 FY 2026 Revenue Jumps 69% Despite China Export Setback
June 2, 2025
 

NVIDIA Q1 FY 2026 Revenue Jumps 69% Despite China Export Setback

Olivier Blanchard and Daniel Newman at Futurum analyse NVIDIA’s Q1 FY 2026 results. Despite a $4.5 billion export hit, Blackwell-fueled data center and gaming momentum underscores NVIDIA’s dominant position in...
Olivier Blanchard
 & 
NetApp Q4 FY 2025 Results Show Record Margins, Cloud and Flash Momentum
May 30, 2025
 

NetApp Q4 FY 2025 Results Show Record Margins, Cloud and Flash Momentum

Krista Case, Research Director at Futurum, examines how NetApp’s record Q4 margins, all-flash growth, and AI reference wins position the company for resilient performance and continued enterprise....
Krista Case
Can Dell Challenge Public Cloud AI with Its Expanded AI Factory?
May 29, 2025
 

Can Dell Challenge Public Cloud AI with Its Expanded AI Factory?

Olivier Blanchard, Research Director at Futurum, shares insights on Dell’s expanded AI Factory offerings, including infrastructure, AI PCs, and partner solutions aimed at making enterprise AI more scalable and energy-efficient....
Olivier Blanchard
Make an AI-Ready Data Center With Help From Juniper
May 27, 2025
 

Make an AI-Ready Data Center With Help From Juniper

Alastair Cooke, Tech Field Day Event Lead at Futurum, shares his insights on the Juniper Networks presentation at AI Infrastructure Field Day. Intent-based design and deployment using Apstra delivers 800...
Qualcomm’s Arm-Based Data Center CPUs To Smoothly Integrate With NVIDIA
May 22, 2025
 

Qualcomm’s Arm-Based Data Center CPUs To Smoothly Integrate With NVIDIA

Olivier Blanchard, Research Director at Futurum, explores Qualcomm’s re-entry into the data center market with Arm-based CPUs designed to integrate with NVIDIA’s AI infrastructure, marking a strategic pivot from its...
Olivier Blanchard
Coherent Q3 FY 2025 Delivers Record Revenue Led by Strength in AI Infrastructure
May 13, 2025
 

Coherent Q3 FY 2025 Delivers Record Revenue Led by Strength in AI Infrastructure

Olivier Blanchard, Research Director at Futurum, shares insights on Coherent’s record Q3 FY 2025 results, driven by strong AI datacenter momentum, next-gen optical product launches, and the upcoming commercialization of...
Olivier Blanchard
AMD Q1 FY 2025 Financial Results Highlight AI-Led Growth Across Core Segments
May 13, 2025
 

AMD Q1 FY 2025 Financial Results Highlight AI-Led Growth Across Core Segments

Olivier Blanchard and Daniel Newman at Futurum break down AMD’s Q1 FY 2025 earnings, highlighting EPYC and Instinct-driven Data Center growth, record Ryzen ASPs, and how AI momentum is powering...
Olivier Blanchard
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