Insight Type: Market Coverage

AI and Silicon Complexity Continue To Drive Revenue, Margin, and Backlog Gains Despite Trade Friction
Olivier Blanchard, Research Director at Futurum, explores how Synopsys continues to benefit from AI-led design momentum and IP strength, even as new export restrictions introduce near-term uncertainty.
The Highly Influential Model Context Protocol Launched With Backing From OpenAI, Anthropic, Google DeepMind, Meta, and Now Microsoft, but CIOs Must Weigh Openness Against the Risk of Ecosystem Lock-in
Dion Hinchcliffe, VP of CIO Insights at Futurum, shares why the Model Context Protocol is fast becoming a strategic control point for enterprise AI, including what CIOs must weigh as vendors race to define memory standards.
Robust Gains in Subscription Services Propel Pure Storage Earnings, Underlining the Company’s Momentum in AI and Enterprise Storage
Futurum analyzes Pure Storage's strong Q1 FY26 earnings, which reached $778.5 million, up 12%. Robust subscription growth and AI-focused innovations underscore Pure's momentum in enterprise storage.
Strong Blackwell Demand Offsets H20 Restrictions as NVIDIA Delivers Solid Q1 Results
Olivier Blanchard and Daniel Newman at Futurum analyse NVIDIA’s Q1 FY 2026 results. Despite a $4.5 billion export hit, Blackwell-fueled data center and gaming momentum underscores NVIDIA’s dominant position in the AI infrastructure race.
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.
Phison Custom SSD Firmware Coupled With Software Drivers Allows Pytorch Applications To Use More Than the GPU RAM for Model and Data
Alastair Cooke, Tech Field Day Event Lead at Futurum, shares his insights on the Phison aiDAPTIV+ platform presented at AI Infrastructure Field Day. Phison enables the use of unmodified generative AI models on lower-cost GPUs than are typically required, making them cost-effective with large models.
HP’s Q2 FY2025 Earnings Highlight Healthy AI PC Growth and Supply Chain Agility Despite Tariff Pressures, While Print Still Struggles To Find On-Ramp to Growth
Futurum’s Olivier Blanchard shares his insights and analysis of HP, Inc.’s Q2 FY2025 earnings, which show commercial strength and supply chain agility as the company manages tariff impacts, with AI PC momentum and cautious FY25 guidance.
Dell Introduces a Discrete Enterprise-Grade NPU in a Mobile Form Factor for On-Device AI Model Inferencing
Olivier Blanchard, Research Director at Futurum, shares insights on Dell’s Pro Max Plus mobile workstation and its enterprise-grade NPU powering on-device AI development without cloud reliance.
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.
Dell Strengthens AI Leadership With Infrastructure, Edge Inferencing, Partner Solutions, and Energy-Efficient Cooling Across Its AI Factory Offerings
Olivier Blanchard, Research Director at Futurum, shares insights on Dell’s expanded AI Factory offerings, including infrastructure, AI PCs, and partner solutions aimed at making enterprise AI more scalable and energy-efficient.
Despite Its Strategy of Being Vendor-Agnostic, SAP Executives at Sapphire Highlighted the Important Role WalkMe Will Play in Driving SAP Customer Digital Transformations
Keith Kirkpatrick, Research Director with Futurum, shares his insights on SAP’s integration of WalkMe as part of the company’s core strategy for enabling digital transformation, and discusses the challenge it will raise for WalkMe.

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