Category: Hybrid Cloud & Infrastructure

NVIDIA Q1 FY2027: Data Center Diversification, Blackwell Scale, CPU Upside
May 22, 2026

NVIDIA Q1 FY2027: Data Center Diversification, Blackwell Scale, CPU Upside

Nick Patience, VP and Practice Lead for AI Platforms at The Futurum Group, examines NVIDIA’s Q1 FY2027 results: record Blackwell-driven data center revenue, the Vera CPU opportunity for agentic AI,...
Taming the Agentic Data Center Inside Dell's High-Density AI Platform and Exascale Expansion
May 21, 2026

Taming the Agentic Data Center: Inside Dell’s High-Density AI Platform and Exascale Expansion

Brad Shimmin shares his insights on day two of Dell Technologies World 2026, exploring how the new Dell AI Data Platform, Lightning parallel file system, and PowerStore Elite provide the...
Is the Cloud Too Expensive for Agentic AI? Dell Bets on Localized Tokens
May 20, 2026

Is the Cloud Too Expensive for Agentic AI? Dell Bets on Localized Tokens

Brad Shimmin and Nick Patience share their insights on Dell's expansion of the Dell AI Factory with NVIDIA, exploring how localized agentic infrastructure and data partnerships provide a secure alternative...
Unified Private Cloud
May 19, 2026

Can HPE’s Unified Private Cloud and Data Platforms Really Deliver AI Simplicity?

Alastair Cooke, Research Director, Hybrid Cloud & Infrastructure at Futurum, Examines whether HPE's Unified Private Cloud and GreenLake innovations truly simplify enterprise AI data readiness or merely reduce operational friction....
Why Internal-Only Monitoring Fails Autonomous IT, and What Leaders Must Do Next
May 18, 2026

Why Internal-Only Monitoring Fails Autonomous IT, and What Leaders Must Do Next

Internal dashboards show green lights while users face outages. LogicMonitor reveals why internet performance monitoring is essential for CIOs managing complex digital ecosystems....
CoreWeave Q1 FY 2026: Capacity Constraints Amid Accelerating AI Demand
May 13, 2026

CoreWeave Q1 FY 2026: Capacity Constraints Amid Accelerating AI Demand

Futurum Research reviews CoreWeave Q1 FY 2026 earnings, focusing on backlog growth, capacity scaling, and the near-term cost timing that shapes margin progression....
Is LogicMonitor the Real SolarWinds Alternative for Autonomous IT Simplicity?
May 13, 2026

Is LogicMonitor the Real SolarWinds Alternative for Autonomous IT Simplicity?

Enterprise IT teams need more than features—LogicMonitor's unified telemetry and AI-driven Autonomous IT reduce complexity and costs across hybrid environments....
MRC Protocol
May 11, 2026

Can OpenAI’s MRC Networking Protocol Redefine the Economics of AI Training?

Brendan Burke, Research Director at Futurum, analyzes how OpenAI's MRC Networking Protocol addresses supercomputer bottlenecks and could redefine large-scale AI training economics through improved efficiency....
Microsoft Agent 365 Turns Shadow AI Into a Governed Asset Class
May 8, 2026

Microsoft Agent 365 Turns Shadow AI Into a Governed Asset Class

Keith Kirkpatrick, VP & RD, Enterprise Software, and Brad Shimmin, VP & Practice Lead, Data Intelligence and Analytics, examine Microsoft Agent 365's general availability and analyze how the cross-platform control...
Can SAP Finally Kill the ETL Monster? The Dremio and Prior Labs Acquisition Explained
May 6, 2026

Can SAP Finally Kill the ETL Monster? The Dremio and Prior Labs Acquisition Explained

Brad Shimmin, analyst at Futurum, analyzes SAP's major move to acquire Dremio and Prior Labs. This strategic play addresses the core challenges of enterprise data fragmentation and specialized AI reasoning...
Lenovo’s AI Strategy Drives Enterprise Transformation in a Crowded Market
May 4, 2026

Lenovo’s AI Strategy Drives Enterprise Transformation in a Crowded Market

Lenovo announces advanced AI integration across operations to support enterprise digital transformation. As competitors like Microsoft and Dell vie for AI budgets, Lenovo's differentiation depends on execution and measurable outcomes...
Tenstorrent Galaxy Blackhole
May 4, 2026

Tenstorrent’s Galaxy Blackhole: Can RISC-V Processors Expand Fast Inference Globally?

Brendan Burke, Research Director at Futurum, reviews Tenstorrent's Galaxy Blackhole launch event featuring record inference performance through open standards and integrated RISC-V processing, accelerating Sovereign AI....

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