Category: Data Center

Analog Devices Q1 FY 2026 Broad-Based Recovery with AI Data Center Upside
February 20, 2026

Analog Devices Q1 FY 2026: Broad-Based Recovery with AI Data Center Upside

Brendan Burke, Research Director at Futurum, analyzes Analog Devices’ Q1 FY 2026 earnings, highlighting Industrial and Communications momentum, AI data center power/optics growth, pricing cadence, and a stronger second-half setup....
Will NVIDIA’s Meta Deal Ignite a CPU Supercycle
February 20, 2026

Will NVIDIA’s Meta Deal Ignite a CPU Supercycle?

Brendan Burke, Research Director at Futurum, analyzes NVIDIA and Meta's expanded partnership, deploying standalone Grace and Vera CPUs at hyperscale, signaling that agentic AI workloads are creating a new discrete...
Arista Networks Q4 FY 2025 Revenue Beat on AI Ethernet Momentum
February 16, 2026

Arista Networks Q4 FY 2025: Revenue Beat on AI Ethernet Momentum

Futurum Research analyzes Arista’s Q4 FY 2025 results, highlighting AI Ethernet adoption across model builders and cloud titans, growing DCI/7800 spine roles, AMD-driven open networking wins, and a Q1 guide...
IBM’s New FlashSystem Might Be the Blueprint for AI-Driven Storage Resilience
February 16, 2026

IBM’s New FlashSystem Might Be the Blueprint for AI-Driven Storage Resilience

Alastair Cooke, Research Director at Futurum, shares his insights on IBM’s latest FlashSystem release with Agentic AI features to minimize manual operations and simplify compliance....
Lenovo Q3 FY 2026 Earnings Broad-Based Growth, AI Mix Rising
February 16, 2026

Lenovo Q3 FY 2026 Earnings: Broad-Based Growth, AI Mix Rising

Futurum Research analyzes Lenovo’s Q3 FY 2026 results, highlighting a revenue beat, rising AI mix across devices, infrastructure, and services, and management’s playbook to navigate persistent memory and silicon cost...
Cisco Q2 FY 2026 Earnings- AI Infrastructure Momentum Lifts Results
February 13, 2026

Cisco Q2 FY 2026 Earnings: AI Infrastructure Momentum Lifts Results

Futurum Research analyzes Cisco’s Q2 FY 2026 results, highlighting AI infrastructure momentum, campus networking demand, and margin mitigation plans, with guidance reaffirming a strong FY 2026 outlook....
Astera Labs Q4 2025 Earnings Diversified AI Connectivity Momentum
February 13, 2026

Astera Labs Q4 2025 Earnings: Diversified AI Connectivity Momentum

Brendan Burke, Research Director at Futurum, analyzes Astera Labs’ Q4 2025 beat and above-consensus guidance, highlighting momentum in smart fabrics, signal conditioning, and CXL memory as AI connectivity spend accelerates....
Does Nebius’ Acquisition of Tavily Create the Leading Agentic Cloud
February 12, 2026

Does Nebius’ Acquisition of Tavily Create the Leading Agentic Cloud?

Brendan Burke, Research Director at Futurum, explores Nebius’ acquisition of Tavily to create a unified "Agentic Cloud." By integrating real-time search, Nebius is addressing hallucinations and context gaps for autonomous...
Lattice Semiconductor Q4 FY 2025 Record Comms & Compute, AI Servers +85%
February 12, 2026

Lattice Semiconductor Q4 FY 2025: Record Comms & Compute, AI Servers +85%

Futurum Research analyzes Lattice’s Q4 FY 2025 results, highlighting data center companion FPGA momentum, expanding security attach, and a growing new-product mix that supports FY 2026 growth and margin resilience....
AI Capex 2026 The $690B Infrastructure Sprint
February 12, 2026

AI Capex 2026: The $690B Infrastructure Sprint

Nick Patience, AI Platforms Practice Lead at Futurum, shares his insights on the massive AI capex plans of US hyperscalers, specifically whether the projected $700 billion infrastructure build-out can be...
Will Cisco’s Silicon One G300 Be the Backbone of Agentic Inference
February 11, 2026

Will Cisco’s Silicon One G300 Be the Backbone of Agentic Inference?

Brendan Burke, Research Director at Futurum, analyzes Cisco's Silicon One G300 announcement. The 102.4T chip and 1.6T optics target agentic AI workloads, promising 6x system consolidation and improved reliability for...
Arm at the Center of the AI & Data Center Revolution
February 10, 2026

Arm at the Center of the AI & Data Center Revolution

In Arm at the Center of the AI & Data Center Revolution, Futurum Research examines how Arm’s scalable IP, partner ecosystem, and software enablement are positioning it as a unifying...

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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