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Can HPE’s Unified Agentic IT Operations Cut Through AI Infrastructure Complexity?

How HPE’s Unified Control Plane Tackles Enterprise AI Complexity
Alastair Cooke, Research Director, Hybrid Cloud & Infrastructure at Futurum, HPE's new agentic AI capabilities across GreenLake and Morpheus Software promise unified orchestration for operational simplicity amid competition from Dell, Cisco, and IBM.

Red Hat Brings Developers, Product, and Operations to the Center of Agentic AI

Red Hat’s “Everyone Is a Builder” Operating Model Now Shapes Its Developer, Automation, and AI Announcements
Mitch Ashley, VP Software Lifecycle Engineering, and Nick Patience, VP AI Platforms at Futurum, share their insights on Red Hat Summit 2026, introducing AI platform foundation, metal-to-agents stack, and putting builders at the center of agentic AI.

At GTC 2026, NVIDIA Stakes Its Claim on Autonomous Agent Infrastructure

At GTC 2026, NemoClaw, AI-Q, and the Nemotron Model Family Position NVIDIA as a Full-Stack Provider for Autonomous Agents
Nick Patience and Mitch Ashley, analysts at Futurum, examine NVIDIA's Agent Toolkit announcements at GTC 2026, covering NemoClaw, AI-Q, the Nemotron Coalition, and what they mean for enterprise agentic AI adoption.

HPE Q3 FY 2025 Results Mark Record Sales, ARR Growth, and Server Momentum

Latest HPE Earnings Reflect Record Revenue, Boosted by Juniper and AI-Driven Growth
Fernando Montenegro, VP & Practice Lead for Cybersecurity & Resilience at Futurum, examines HPE’s Q3 FY 2025 results, where record revenue, Juniper integration, and AI-driven momentum position the company for sustained growth.

Hewlett Packard Enterprise Q4 FY 2025: ARR Surges as AI Orders Build

HPE’s Q4 Mix Shift Toward Networking and Disciplined Cost Management Offset Softer Server Revenue, Setting up a Back-Half-Weighted AI Infrastructure Ramp in FY 2026
Futurum Research analyzes HPE’s Q4 FY 2025 results, highlighting networking-led margin resiliency, AI server order momentum, and GreenLake ARR growth.

HPE CEO Antonio Neri on Innovation in AI, Cloud, and Networking – Six Five On The Road

HPE CEO Antonio Neri joins Six Five hosts in a captivating session on HPE's innovation in AI, cloud, and networking, highlighting strategic partnerships and product advancements unfolded at HPE Discover Las Vegas 2025.

NetApp StorageGRID 12.1 Scales Object Storage for AI Factories

Alastair Cooke, Research Director, Cloud and Data Center at Futurum, shares his insights on NetApp's StorageGRID 12.1 launch and what its federated namespace and throughput gains mean for AI-scale object storage buyers.

Dell Q1 FY 2027: AI Server Demand Drives Raised FY 2027 Outlook

Results Reflect Accelerating Demand for AI Servers Alongside Continued Strength in Traditional Servers and Commercial PCs
Futurum Research analyzes Dell’s Q1 FY 2027 earnings, focusing on AI server demand, backlog dynamics, and what supply constraints mean for enterprise infrastructure plans.

HPE Q2 FY 2026: AI Orders Remain Strong as Supply Constraints Persist

AI Demand is Lifting Server and Networking Results While the Company Raises FY 2026 Expectations and Sets an Early FY 2027 Framework
Futurum Research analyzes HPE Q2 FY 2026 earnings, focusing on AI-driven demand across servers and networking, supply constraints affecting conversion, and what updated FY 2026 and FY 2027 guidance implies for strategy.

TSMC Q4 FY 2025 Results and FY 2026 Outlook Signal AI-Led Growth

Strength in Leading-Edge Nodes and Tight Capacity Underpin Growth and Margins, With Accelerated Capex to Support Sustained AI Demand
Futurum Research analyzes TSMC’s Q4 FY 2025 update, highlighting AI-led demand, advanced-node mix, tight capacity, and a higher FY 2026 capex plan to scale N2 and advanced packaging while sustaining disciplined margins.

Escape Velocity — When Does China’s AI Stack Break Free?

A reading of the Futurum 1H 2026 silicon model against Jensen Huang's April 2026 interview with Dwarkesh Patel — a vector-by-vector decomposition of when China's AI stack reaches escape velocity.

Can Micron’s Virginia DRAM Expansion Secure Critical U.S. Supply Chains?

Micron Has Begun Manufacturing Its Most Advanced 1α DRAM in Manassas, Virginia
Brendan Burke, Research Director at Futurum, examines how Micron's Virginia DRAM expansion advances domestic memory security and addresses critical supply chain vulnerabilities.

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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