NVIDIA Expands Isaac Platform With New Tools and Systems To Accelerate Physical AI Development
Olivier Blanchard, Research Director at Futurum, shares insights on how NVIDIA’s Isaac GR00T platform and Blackwell systems aim to accelerate humanoid robotics through simulation, synthetic data, and integrated infrastructure.
Google Cloud Introduces Enhanced Data Boundary Controls, New Security Testing, and Localised Partnerships To Meet Rising Regional Demands for Data Governance and Operational Autonomy
Daniel Newman, CEO at Futurum, shares insights on Google Cloud’s sovereign cloud expansion, highlighting how new data controls and local partnerships aim to address EU regulatory concerns and customer sovereignty demands.
VMware-Led Software Sales and AI Chips Powered 20% YoY Topline Growth in Q2 FY 2025
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 deployments.
Justin Jones, Spencer Bull, Graham Steen, Christopher M. Sullivan, Mitch Mcleod, and Michael Catrone join Diana Blass to discuss the enterprise shift towards AI readiness, highlighting real-world applications and the journey through data chaos.
Q2 Results Driven by Improved Server Execution, GreenLake Gains, and Cost Actions
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 macro headwinds.
Strong AI Demand and Growth in Electro-Optics and Custom Silicon Drive 63% YoY Revenue Surge
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 margin delivery.
Record $6.3 Billion in Server Sales and $12.1 Billion in AI Orders Support Full-Year EPS Upgrade
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 tailwinds.
In our latest market brief, Modern Data Protection for Modern Threats: A Strategic Blueprint for Cyber Resilience, written in collaboration with Quantum, Futurum outlines how IT leaders can move beyond reactive data protection toward proactive recovery-readiness by implementing a multi-tiered and performance-optimized cyber resilience architecture.
Growth in Flash ARR and Cloud Services Positions NetApp for AI-Aligned Momentum in FY 2026
Krista Case, Research Director at Futurum, examines how NetApp’s record Q4 margins, all-flash growth, and AI reference wins position the company for resilient performance and continued enterprise.
Keith Kirkpatrick and Daniel Newman at Futurum unpack Salesforce’s Q1 FY 2026 results, highlighting AI-led growth, Agentforce and Data Cloud traction, and why 60% of large deals now bundle AI and data subscriptions.
Dell and NVIDIA Announce Next-Gen Enterprise AI Infrastructure and Services To Streamline Deployment Across the Full AI Lifecycle
Olivier Blanchard, Research Director at Futurum, shares insights on Dell and NVIDIA’s upgraded AI Factory and how it enables enterprises to deploy high-performance, full-stack AI infrastructure with integrated services and tools.
