Category: Data Infrastructure

In our latest Research Brief, Secure Data Infrastructure in a Post-Quantum Cryptographic World, created in partnership with NetApp, The Futurum Group explores the quantum cybersecurity threat and offers a roadmap to protect enterprise infrastructure through Post-Quantum Cryptography, crypto-agility, and proactive data security strategies.
Expansion of Storage Scale for Faster Response to Data Changes and Data Silos in AI Workloads
Camberley Bates at The Futurum Group covers IBM Storage Scale and Content Aware Storage for AI.
Will a New Unified User Experience for Data, Analytics, and AI Professionals, Along With Updated Lakehouse Capabilities, Help Simplify Aws’ Wide-Ranging Data and Analytics Portfolio?
The Futurum Group's analyst unpacks AWS's SageMaker Unified Studio launch and S3 Tables updates. Learn how this simplifies data and AI workflows for enterprises and strengthens their data lakehouse strategy.
New pNFS Architecture Addresses Data Storage Needs for AI Training and Large Scale Inferencing
Camberley Bates at The Futurum Group covers Pure Storage FlashBlade //EXA announcement for the AI Factory.
With Record RPO Growth and Strong Cloud Momentum, Oracle Forecasts Accelerating Revenue Expansion Into FY 2026, Driven by AI Demand and Hyperscaler Partnerships
Keith Kirkpatrick and Daniel Newman at The Futurum Group examine Oracle’s Q3 FY 2025 earnings, highlighting record RPO growth, expanding AI infrastructure, and deepening multi-cloud adoption.
Bringing the Capabilities of IBM Cloud Management to On-Premises Storage
Camberley Bates at The Futurum Group covers IBM’s Ceph as a service offering, bringing IBM cloud capabilities to on premises.
Dell’s Q4 FY 2025 Results Show Strong AI Infrastructure Demand, Boosting ISG Growth While CSG Continues to Face Softness in Consumer Sales
Olivier Blanchard, Research Director at The Futurum Group, analyzes Dell’s Q4 FY 2025 earnings, highlighting record AI-driven ISG growth, a $9 billion AI backlog, and CSG challenges. With AI server demand surging, execution remains key in FY 2026.
Commercial PC Momentum and AI PC Demand Drive HP’s Q1 FY 2025 Revenue Growth, Offset by Weak Consumer PC Sales and Soft Printing Demand
Olivier Blanchard, Research Director with The Futurum Group, analyzes HP’s Q1 FY 2025 earnings, exploring how AI PC adoption and commercial demand are driving growth, while rising costs, tariffs, and supply chain shifts challenge profitability.
Slight Miss of $60M, but Overall Strong Progress With All Flash and AI
Camberley Bates and Krista Case, analysts at The Futurum Group, share their insights on NetApp Q3 earnings and key momentum on all flash, AI, and VMware decisions.
Pure Storage Delivered Record Sales in Key Product Lines and Strong Subscription Growth, but Soft FY 2026 Guidance Weighed on Shares
Camberley Bates, VP & Practice Lead at The Futurum Group, analyzes Pure Storage’s Q4 FY 2025 results, noting sales, subscription growth, AI and cloud gains, and hyperscale progress, amid margin pressures and FY 2026 guidance concerns.
Record Blackwell Sales of $11 Billion in Q4 FY 2025 Push Nvidia’s Data Center Revenue up 93% YoY
Richard Gordon, VP & Practice Lead, Semiconductors at The Futurum Group, analyzes Nvidia’s Q4 FY 2025 earnings, highlighting record-breaking AI-driven growth, Blackwell’s rapid adoption, and margin pressures amid supply constraints. Key insights on gaming, automotive, and professional visualization trends.

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