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Category: Hybrid Cloud & Infrastructure

Lenovo Q2 FY 2026 Earnings Highlight Hybrid AI Mix Gains
November 25, 2025

Lenovo Q2 FY 2026 Earnings Highlight Hybrid AI Mix Gains

Futurum Research analyzes Lenovo’s Q2 FY 2026 results, highlighting AI-driven momentum across devices, infrastructure, and services....
NVIDIA Q3 FY 2026 Record Data Center Revenue, Higher Q4 Guide
November 25, 2025

NVIDIA Q3 FY 2026: Record Data Center Revenue, Higher Q4 Guide

Futurum Research analyzes NVIDIA’s Q3 FY 2026 earnings, focusing on AI infrastructure demand, Blackwell ramp, networking scale, and ecosystem partnerships shaping the outlook into Q4 and FY 2027....
Google Public Sector Launches a New Era of Mission-Ready AI
November 21, 2025

Google Public Sector Launches a New Era of Mission-Ready AI

The convergence of mission-ready AI, secure architecture, and edge intelligence reflects a new phase in government modernization. Google’s integrated stack—spanning models, agents, compliance, and infrastructure—offers public sector organizations a unified...
Cisco Q1 FY 2026 AI Demand Lifts Outlook and Orders
November 14, 2025

Cisco Q1 FY 2026: AI Demand Lifts Outlook and Orders

Futurum Research analyzes Cisco’s Q1 FY 2026 results, highlighting AI infrastructure demand, campus refresh momentum, and a cloud-first security transition that lifts recurring revenue visibility into the second half of...
Microsoft Q1 FY 2026 Cloud and AI Fuel Broad-Based Growth
October 31, 2025

Microsoft Q1 FY 2026: Cloud and AI Fuel Broad-Based Growth

Futurum Research analyzes Microsoft’s Q1 FY 2026 results, highlighting Azure AI scale, Copilot adoption, and the expanded OpenAI pact amid capacity constraints, and what this means for enterprise AI strategies...
Commvault Q2 FY 2026 ARR Tops $1 Billion; Revenue Beats Consensus
October 31, 2025

Commvault Q2 FY 2026: ARR Tops $1 Billion; Revenue Beats Consensus

Futurum Research analyzes Commvault’s Q2 FY 2026 earnings, highlighting SaaS and identity-led resilience momentum, ARR surpassing $1 billion, and guidance that balances growth investments with disciplined margin targets....
NXP Semiconductors Q3 FY 2025 Signals Early Recovery Across Markets
October 31, 2025

NXP Semiconductors Q3 FY 2025 Signals Early Recovery Across Markets

Futurum Research analyzes NXP’s Q3 FY 2025 results, highlighting early-cycle recovery signals, channel inventory strategy, and strategic moves in automotive networking and edge AI that support the company’s long-term margin...
The Six Five Pod | EP 282: Google vs OpenAI, AWS Outages, Quantum Computing, and Tech’s Stock Market Rollercoaster
October 27, 2025

The Six Five Pod | EP 282: Google vs OpenAI, AWS Outages, Quantum Computing, and Tech’s Stock Market Rollercoaster

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss OpenAI's new browser Atlas, AWS's major outage, Google's quantum computing breakthrough, and the potential threat...
Leveraging Small Language Models for Enterprise AI: Benefits, Use Cases, and IBM’s Approach
October 17, 2025

Leveraging Small Language Models for Enterprise AI: Benefits, Use Cases, and IBM’s Approach

In Leveraging Small Language Models for Enterprise AI: Benefits, Use Cases, and IBM’s Approach, Futurum outlines why SLMs are becoming the pragmatic choice for enterprise AI—pairing targeted accuracy and faster...
QumulusAI USD.AI Financing Model for AI Infrastructure Capital
October 9, 2025

Could QumulusAI–USD.AI Financing Model Be a New Model for AI Infrastructure Capital

Ray Wang and Daniel Newman at Futurum share their insights on how QumulusAI USD.AI financing uses tokenized GPU collateral and stablecoin liquidity to fund up to 70% of deployments, enabling...
Can Lenovo’s GPU Services Close the AI Infrastructure Gap in Enterprises?
October 7, 2025

Can Lenovo’s GPU Services Close the AI Infrastructure Gap in Enterprises?

Ray Wang, Research Director at Futurum, shares his insights on Lenovo GPU Advanced Services, a modular suite designed to boost AI workload performance by up to 30% while simplifying GPU...
Will T-Satellite Apps Redefine Off-Grid Connectivity for Everyone?
October 7, 2025

Will T-Satellite Apps Redefine Off-Grid Connectivity for Everyone?

Tom Hollingsworth, Networking Technology Advisor and Event Lead at Futurum, shares insights on T-Mobile’s expansion of T-Satellite apps powered by Starlink, bringing WhatsApp, Google Maps, and AllTrails to off-grid connectivity....

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