Category: Hybrid Cloud & Infrastructure

LogicMonitor Bets on Outside-In Observability for the AI Era
September 15, 2026

LogicMonitor Bets on Outside-In Observability for the AI Era

LogicMonitor's Outside-In Observability platform replaces legacy APM tools with Synthetics and Internet Performance Monitoring, offering 3,500+ global test locations and proactive visibility for agentic AI adoption in IT Operations....
d-Matrix Joins NVLink Fusion. Is It NVIDIA's Hedge on Groq?
September 14, 2026

d-Matrix Joins NVLink Fusion. Is It NVIDIA’s Hedge on Groq?

Brendan Burke, Research Director at Futurum, examines d-Matrix's integration of Raptor inference XPUs into NVIDIA MGX racks via NVLink Fusion, testing if 3D-DRAM architecture outperforms Groq's SRAM-based LPX....
Can the IBMArm Dual Architecture Processor Align the Mainframe With the Agentic CPU Market
September 14, 2026

Can the IBM/Arm Dual Architecture Processor Align the Mainframe With the Agentic CPU Market?

Brendan Burke, Research Director at Futurum, shares insights on IBM’s native Arm mainframe design and the execution tests that remain before deployment....
Oracle Q1 FY 2027 AI Infrastructure Contracts Convert Into Growth
September 14, 2026

Oracle Q1 FY 2027: AI Infrastructure Contracts Convert Into Growth

Futurum Research analyzes Oracle’s Q1 FY 2027 earnings, including OCI growth, AI contract conversion, data center spending, and agentic enterprise products....
Nextworld's Ambient AI Bet: Platform Play or Niche Contender?
September 10, 2026

Nextworld’s Ambient AI Bet: Platform Play or Niche Contender?

Nextworld's Platform 25.2 introduces Ambient AI agents with no-code workflows, positioning the vendor as a simpler alternative to assembling disparate AWS services for mid-market ERP buyers....
The Token Cost Reckoning Arrives in the CFO's Office
September 9, 2026

The Token Cost Reckoning Arrives in the CFO’s Office

In our latest thought leadership brief, The Token Cost Reckoning Arrives in the CFO's Office, completed in partnership with Google Cloud, Futurum Research examines how enterprises can track cost per...
Dell Technologies Q2 FY 2027 AI Orders Fuel Server and Storage Growth
September 9, 2026

Dell Technologies Q2 FY 2027: AI Orders Fuel Server and Storage Growth

Futurum Research analyzes Dell Technologies’ Q2 FY 2027 earnings, focusing on AI server backlog, infrastructure demand, storage pull-through, and FY 2027 guidance....
Why HPE Gave Oracle Equity Instead of a Price Cut on AI Gear
September 9, 2026

Why HPE Gave Oracle Equity Instead of a Price Cut on AI Gear

Tom Hollingsworth at Futurum examines why HPE issued Oracle a nominal-cost equity warrant alongside an expanded Juniper networking deal for Oracle's AI data centers....
Beyond Raw Compute Equinix’s Strategic Bet on AI Infrastructure
September 9, 2026

Beyond Raw Compute: Equinix’s Strategic Bet on AI Infrastructure

Nick Patience, VP & AI Platforms Practice Lead at The Futurum Group, examines Equinix Fabric One and Inference Exchange, and asks whether neutral infrastructure solves a problem enterprises have today...
Sovereign Cloud as Channel Strategy: Visiativ's Free Pro Bet
September 8, 2026

Sovereign Cloud as Channel Strategy: Visiativ’s Free Pro Bet

Visiativ's deployment of Free Pro's sovereign cloud infrastructure across French datacenters demonstrates how ISVs are turning data residency compliance into a competitive channel trust asset, shielding clients from extraterritorial legislation....
NetApp Q1 FY 2027 AI-Ready Storage Drives Enterprise Momentum
September 4, 2026

NetApp Q1 FY 2027: AI-Ready Storage Drives Enterprise Momentum

Futurum Research analyzes NetApp’s Q1 FY 2027 earnings, focusing on AI data infrastructure, hybrid cloud demand, and migration momentum....
HPE Q3 FY 2026 AI Infrastructure Demand Strengthens Outlook
September 4, 2026

HPE Q3 FY 2026: AI Infrastructure Demand Strengthens Outlook

Futurum Research analyzes HPE’s Q3 FY 2026 earnings, focusing on AI server demand, networking growth, supply constraints, and FY 2027 positioning....

Welcome

The vision behind everything in Futurum’s Custom Research practice is this: research should show you what is happening, what comes next, and what to do about it. It should be personal to each audience, easy for people to grasp, and structured so LLMs can reason over it accurately. And it should be fast and turnkey; you want answers now, not another project to carry for quarters.

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If any of this is useful, I would love to talk.

Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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