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Category: Hybrid Cloud & Infrastructure

Will Supermicro's Legal Crisis Shift Server Market Share to New Dell and HPE GPU Platforms?
March 27, 2026

Will Supermicro’s Legal Crisis Shift Server Market Share to New Dell and HPE GPU Platforms?

Brendan Burke, Research Director at Futurum, shares insights on how Supermicro's export crisis creates a GPU allocation opening for Dell and HPE, reshaping the AI server competitive landscape post-NVIDIA GTC...
Does RSA's Microsoft Alliance Signal a New Passwordless Standard for the Enterprise?
March 26, 2026

Does RSA’s Microsoft Alliance Signal a New Passwordless Standard for the Enterprise?

Arm's $15 Billion CPU Opportunity Hinges on Agentic Data Center Design
March 26, 2026

Arm’s $15 Billion CPU Opportunity Hinges on Agentic Data Center Design

Brendan Burke, Research Director at Futurum Research, analyzes Arm's AGI CPU launch, the company's first production silicon in 35 years, and what the dual revenue model means for the data...
Can Infosys and Nottingham’s Digital Push Set a New Standard for UK Higher Ed IT?
March 26, 2026

Can Infosys and Nottingham’s Digital Push Set a New Standard for UK Higher Ed IT?

Will Rubrik-Microsoft Defender Alliance Redefine AI-Driven Data Security?
March 25, 2026

Will Rubrik-Microsoft Defender Alliance Redefine AI-Driven Data Security?

Mistral Forge Takes Aim at RAG. But Who Actually Needs Custom Models
March 25, 2026

Mistral Forge Takes Aim at RAG. But Who Actually Needs Custom Models?

Nick Patience, AI Platforms Practice Lead at Futurum, examines Mistral Forge, a custom enterprise AI model training platform, and argues that while its approach is sound, the addressable market may...
Marvell's XConn Buy Yields a Two-Pronged Open Fabric Play Against NVLink
March 23, 2026

Marvell’s XConn Buy Yields a Two-Pronged Open Fabric Play Against NVLink

Brendan Burke, Research Director at Futurum, analyzes Marvell's dual PCIe 6.0 and CXL 3.0 switch launches from its XConn acquisition and what they mean for the open fabric challenge to...
Planisware FY 2025 Earnings Close With SaaS-Led Momentum
March 3, 2026

Planisware FY 2025 Earnings Close With SaaS-Led Momentum

Dion Hinchcliffe, Vice President & Practice Lead, CIO & Technology Buyers, analyzes Planisware’s FY 2025 earnings, focusing on SaaS-led momentum, AI platform differentiation, pipeline conversion, and implications for FY 2026...
Nokia’s Global Data Center Network Migration: From Legacy Complexity to Automated, Reliable Operations
March 3, 2026

Nokia’s Global Data Center Network Migration: From Legacy Complexity to Automated, Reliable Operations

In our latest report, Nokia’s Global Data Center Network Migration: From Legacy Complexity to Automated, Reliable Operations, completed in partnership with Nokia, Futurum Research details Nokia IT’s automation-first data center...
Collapsing the Stack VAST Data’s Bid to Own the AI Data Loop
February 27, 2026

Collapsing the Stack: VAST Data’s Bid to Own the AI Data Loop

Brad Shimmin, Vice President at Futurum, analyzes the VAST Data platform updates from VAST Forward, detailing how the new Policy Engine, Tuning Engine, and Polaris architectures are simplifying the AI...
Are Enterprises Ready for the Virtualization Reset, or Just Swapping Out One Complexity for Another
February 27, 2026

Are Enterprises Ready for the Virtualization Reset, or Just Swapping Out One Complexity for Another?

Futurum’s Alastair Cooke shares his insights on new HPE research that finds that only 5% of enterprises are fully prepared for the so-called Great Virtualization Reset, even as two-thirds plan...
The Open Lakehouse Imperative: Delivering AI Value Without Compromise
February 27, 2026

The Open Lakehouse Imperative: Delivering AI Value Without Compromise

In The Open Lakehouse Imperative: Delivering AI Value Without Compromise, a report commissioned by Oracle, Futurum Research explains why many lakehouse stacks still force tradeoffs—and what a truly open, multi-cloud,...

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