Category: Data Center

WEKA Engineers the AI Chassis to Conquer the Inference Power Paradox
July 24, 2026

WEKA Engineers the AI Chassis to Conquer the Inference Power Paradox

Brad Shimmin, VP and Practice Lead at Futurum, shares his insights on WEKA’s launch of the WEKApod 3 appliances and NeuralMesh 6 software. By taking total control of its hardware...
Alphabet Q2 FY 2026: Google Cloud Leads Growth Amid Rising AI Investment
July 23, 2026

Alphabet Q2 FY 2026: Google Cloud Leads Growth Amid Rising AI Investment

Futurum Research analyzes Alphabet’s Q2 FY 2026 earnings, focusing on cloud AI demand, Gemini adoption, Search monetization, and rising AI infrastructure spending....
July 23, 2026

Alphabet Q2 FY 2026: Google Cloud Leads Growth Amid Rising AI Investment

Futurum Research analyzes Alphabet’s Q2 FY 2026 earnings, focusing on cloud AI demand, Gemini adoption, Search monetization, and rising AI infrastructure spending....
July 23, 2026

BlueAlly and NetBox Labs Forge Strategic Alliance to Enhance AI Solutions

BlueAlly Technology Solutions and NetBox Labs partner to embed infrastructure intelligence into automation, targeting federal agencies, educational institutions, and enterprises in a market projected to reach $41.8 billion by 2029....
NetBox Labs
July 23, 2026

BlueAlly and NetBox Labs Forge Strategic Alliance to Enhance AI Solutions

BlueAlly Technology Solutions and NetBox Labs partner to embed infrastructure intelligence into automation, targeting federal agencies, educational institutions, and enterprises in a market projected to reach $41.8 billion by 2029....
Azure's AMD Partnership Expands: Is Reinforcement Learning the Hardware Bottleneck?
July 21, 2026

Azure’s AMD Partnership Expands: Is Reinforcement Learning the Hardware Bottleneck?

Brendan Burke, Research Director at Futurum, examines how Azure's AMD Partnership expands across GPUs, CPUs, and networking to address frontier model inference and reinforcement learning workloads, signaling evolution of AI...
July 21, 2026

Azure’s AMD Partnership Expands: Is Reinforcement Learning the Hardware Bottleneck?

Brendan Burke, Research Director at Futurum, examines how Azure's AMD Partnership expands across GPUs, CPUs, and networking to address frontier model inference and reinforcement learning workloads, signaling evolution of AI...
Microsoft Puts 3M EBO Technology to Work. Can 3M Scale It?
July 20, 2026

Microsoft Puts 3M EBO Technology to Work. Can 3M Scale It?

Tom Hollingsworth, Networking Technology Advisor and Event Lead at The Futurum Group, shares his insights on why Microsoft validates 3M EBO technology, while manufacturing scale and alternative sourcing remain unresolved....
July 20, 2026

Microsoft Puts 3M EBO Technology to Work. Can 3M Scale It?

Tom Hollingsworth, Networking Technology Advisor and Event Lead at The Futurum Group, shares his insights on why Microsoft validates 3M EBO technology, while manufacturing scale and alternative sourcing remain unresolved....
QumulusAI Lists on Nasdaq: The Speed Advantage of a Distributed Path to Multi-Gigawatt Scale
July 20, 2026

QumulusAI Lists on Nasdaq: The Speed Advantage of a Distributed Path to Multi-Gigawatt Scale

Brendan Burke, Research Director at Futurum, examines QumulusAI's Nasdaq listing targeting 2.5 gigawatts of GPU capacity by 2027, with distributed inference accelerating infrastructure deployment....
July 20, 2026

QumulusAI Lists on Nasdaq: The Speed Advantage of a Distributed Path to Multi-Gigawatt Scale

Brendan Burke, Research Director at Futurum, examines QumulusAI's Nasdaq listing targeting 2.5 gigawatts of GPU capacity by 2027, with distributed inference accelerating infrastructure deployment....
NVIDIA DSX Promises More Revenue per Gigawatt. Who Actually Captures It?
July 6, 2026

NVIDIA DSX Promises More Revenue per Gigawatt. Who Actually Captures It?

Brendan Burke, Research Director at Futurum, analyzes how NVIDIA's DSX design and revenue sharing model increase token efficiency and capture recurring value from AI infrastructure deployments....

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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