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, 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 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...
Keith Kirkpatrick and Daniel Newman of The Futurum Group analyze Microsoft’s Q3 FY 2025 results, with Azure growth, expanding AI workloads, and broad enterprise traction driving stronger-than-expected performance across segments....
Richard Gordon and Daniel Newman explore Intel’s Q1 FY 2025 results, highlighting flat revenue, margin challenges, and CEO Lip-Bu Tan’s early turnaround actions....
In our latest Research Brief, Hammerspace Tier 0: Unlocking Greater Efficiency in GPU-Driven Computing, The Futurum Group explores how organizations can overcome latency and storage inefficiencies by unlocking stranded NVMe...
Futurum’s Brad Shimmin and Ron Westfall examine why Oracle is well-positioned to leverage its unique architectural approach to data management and cloud services to tackle evolving enterprise demand for more...
Ron Westfall, Research Director at The Futurum Group, shares insights on why Nokia CNS and Bell Labs are driving the portfolio innovation key to enable CSP and enterprise transformation of...
Ron Westfall, Research Director at The Futurum Group, shares insights on why Intel possesses the key portfolio building blocks, such as AI accelerators, edge computing expertise, and a legacy of...
Ron Westfall, Research Director at The Futurum Group, shares insights on why Marvell is making significant strides in advancing its interconnect portfolio to support scale-up and scale-out fabrics, particularly for...
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...
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...
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