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Dell Technologies Q3 FY 2026: AI Orders, Backlog, and Outlook Rise

AI Infrastructure Demand, Rack-Scale Deployment Capabilities, and Disciplined Execution Supported Record ISG Results and a Higher Full-Year Outlook
Futurum Research analyzes Dell’s Q3 FY 2026 results, highlighting accelerating AI server demand, rack-scale deployment differentiation, and supply-chain execution amid rising memory costs.

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

AI Infrastructure Demand, Blackwell Ramp, and Networking Attach Underpin Revenue Mix and Position Margins in the Mid-70s
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.

Reply’s Half-Year Results Highlight AI’s Growing Role in Business Strategy

How Enterprise AI Integration Is Reshaping Cloud Infrastructure Spending
Reply's H1 2026 results show AI integration driving enterprise tech spending, with cloud absorbing 95% of new AI investments, positioning Reply to capitalize on accelerating demand.

Enterprise AI Strategy and the CIO: What’s Happening in 2025

Dion Hinchcliffe, VP and Practice Lead at Futurum, shares his insights on how CIOs are maturing their AI strategies in 2025 to prioritize scalable success, financial efficiency, and partner ecosystem control.

Hyperscaler Marketplace Spending Surges as Enterprises Shift Software Budgets

Alex Smith, Research Director at Futurum, shares insights from new research showing hyperscaler marketplace spending surpassing $21B in 2025 and accelerating toward $42B by 2029 as enterprises shift software procurement to hyperscaler-run marketplaces.

Powering the Future of AI: HPE’s Scalable Vision with Trish Damkroger – Six Five In The Booth

Trish Damkroger, SVP and Chief Product Officer of HPC & AI at HPE, shares her insights on addressing the burgeoning demand for advanced AI training infrastructure, emphasizing the importance of scalability, security, and performance.

Will Cisco’s Silicon One G300 Be the Backbone of Agentic Inference?

Cisco Unveils Silicon One G300, New 1.6T Optics, and Liquid-Cooled Nexus Systems to Address the Scale and Reliability Demands of Distributed AI Training and Inference
Brendan Burke, Research Director at Futurum, analyzes Cisco's Silicon One G300 announcement. The 102.4T chip and 1.6T optics target agentic AI workloads, promising 6x system consolidation and improved reliability for massive GPU clusters.

RSAC 2025: HPE Transforms Cloud Security with ZTNA and Private Cloud Boosts

HPE Enhances Zero Trust Network Access Solutions, Fortifying Sovereign Cloud Infrastructure Against Security Threats
Futurum’s Ron Westfall shares his insights on why HPE’s new ZTNA security portfolio capabilities are ready to provide robust protection, enabling organizations to reduce risks, counter attacks, and enhance organization-wide resilience.

Commvault Q1 FY 2027: AI and Identity Security Drive Subscription Momentum

Commvault’s Q1 FY 2027 Results Point to Continued Traction in Cyber Resilience, SaaS Adoption, and AI-Related Data Protection Needs
Futurum Research analyzes Commvault’s Q1 FY 2027 earnings, focusing on SaaS growth, cyber resilience, identity recovery, and AI data protection demand.

Commvault Q1 FY 2027: AI and Identity Security Drive Subscription Momentum

Futurum Research analyzes Commvault’s Q1 FY 2027 earnings, focusing on SaaS growth, cyber resilience, identity recovery, and AI data protection demand.

NVIDIA GTC 2026 Day 1 – Can NVIDIA’s Ecosystem Accelerate the Inference Inflection?

The Dawn of the Vera Rubin Era Shifts Focus From Discrete GPUs to Disaggregated AI Factories
Brendan Burke, Research Director at Futurum, breaks down NVIDIA GTC 2026 Day 1, highlighting the NVIDIA Vera Rubin platform, the $27B Nebius-Meta deal, and how partners like HPE and Micron are industrializing the AI token economy.

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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To do it, we bring unmatched data to bear: Futurum research, surveys, and market projections; validated market feeds; ETR’s 15 years of insight from 10,000 technology decision-makers; G2’s buyer and user data; and what our analysts hear every day. Add leading primary collection, from AI-moderated voice interviews to surveys and analyst-led interviews, all turnkey, and every project comes out credible, nuanced, and actionable.

And we don’t just drop the results in your lap. For internal work, we provide analyst-led sessions, interactive dashboards, and a range of formats. For market-facing work, Futurum delivers turnkey activation and amplification that actually gets seen, by people and by LLMs, through our media and share of voice. This is research that moves decisions and markets.

We will meet you wherever you are, from a fast-turn brief to a multi-year program, and shape the work to your goals, timeline, and budget. The right program for your moment.

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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