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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.
AI-Driven Growth, Raised Revenue Guide, and 12% cRPO Uplift Highlight Salesforce’s Momentum
Keith Kirkpatrick and Daniel Newman at Futurum unpack Salesforce’s Q1 FY 2026 results, highlighting AI-led growth, Agentforce and Data Cloud traction, and why 60% of large deals now bundle AI and data subscriptions.
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.
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 significant step in multicloud strategy advancement.
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.
What Were the Key Learnings and Observations From Dell Tech World 2025?
Alex Smith, Krista Case, and Olivier Blanchard from Futurum share their insights on the key themes and announcements from the latest Dell Tech World.
The Acquisition of a Data Management Vendor Reinforces Salesforce’s Strategy To Strengthen Its Connections With Core-Level Data and Insights
Futurum's Keith Kirkpatrick and Brad Shimmin share their insights on Salesforce’s planned acquisition of ERP vendor Informatica, and discuss the implications for the vendor and the SaaS market.
Stefano Pallard, Head of Fan Development at Ferrari, and Daniel Newman explore how AI and data are redefining fan engagement in Formula 1, showcasing Ferrari's collaboration with IBM.
