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Category: Data Center

July 25, 2025
 

Alphabet’s Q2 FY 2025 Earnings Top Estimates, Led by Strong Cloud Revenue

Keith Kirkpatrick and Daniel Newman explore how Alphabet’s strong Q2 FY 2025 results reflect deepening AI integration across Search, Cloud, and YouTube, and what its $85 billion CapEx guidance says...
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July 10, 2025
 

Dell Launches Early AI Infrastructure Offering for Enterprise Demand

Ray Wang, Research Director at Futurum, shares insights on Dell’s early deployment of NVIDIA GB300 NVL72 systems with CoreWeave. The launch sets a new standard in rack-scale performance for AI...
July 1, 2025
 

Micron Technology Q3 FY 2025 Earnings Show Strong Data Center and HBM Growth

Ray Wang, Research Director with The Futurum Group shares his insights on Micron’s Q3 earnings and company’s strong performance amid record-high DRAM and data center revenue....
Marvell Expands Custom AI Portfolio with Launch of 2nm Custom SRAM
June 23, 2025
 

Marvell Expands Custom AI Portfolio With Launch of 2nm Custom SRAM

Ray Wang, Research Director at Futurum, shares his insights on Marvell’s 2nm custom SRAM and how it enhances power efficiency, die area savings, and bandwidth for custom XPUs powering next-gen...
Synopsys Demonstrates PCIe 6.x Interoperability With Broadcom at PCI-SIG DevCon 2025
June 23, 2025
 

Synopsys Demonstrates PCIe 6.x Interoperability With Broadcom at PCI-SIG DevCon 2025

Olivier Blanchard, Research Director at Futurum, shares his insights on Synopsys demonstrating PCIe 6.x interoperability with Broadcom, reducing design risk and accelerating AI and HPC system deployment....
Olivier Blanchard
AMD Strengthens Supercomputing Lead With El Capitan and Frontier Holding Top Spots
June 16, 2025
 

AMD Strengthens Supercomputing Lead With El Capitan and Frontier Holding Top Spots

Olivier Blanchard, Research Director at Futurum, shares his insights on AMD’s supercomputing leadership as El Capitan and Frontier hold top rankings, while AMD expands its global footprint across HPC and...
Olivier Blanchard
Qualcomm Expands Data Center Push With $2.4 Billion Alphawave Acquisition
June 16, 2025
 

Qualcomm Expands Data Center Push With $2.4 Billion Alphawave Acquisition

Olivier Blanchard, Research Director at Futurum, analyzes Qualcomm’s $2.4 billion Alphawave deal and how it expands AI data center capabilities with high-speed connectivity IP....
Olivier Blanchard
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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