June 3, 2025
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...
June 3, 2025
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...
May 28, 2025
Nathan Thomas and GG Goindi discuss the groundbreaking Oracle Database at Google Cloud partnership, highlighting how it empowers customers to utilize Oracle’s robust database capabilities within Google Cloud, marking a...
May 20, 2025
Olivier Blanchard, Research Director at Futurum, shares his insights on AMD’s new EPYC 4005 CPUs. Built for SMBs and hosters, the Zen 5-based chips challenge Intel Xeon on price, performance,...