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NVIDIA DSX Promises More Revenue per Gigawatt. Who Actually Captures It?

How NVIDIA’s DSX Stack Reshapes AI Factory Economics
Brendan Burke, Research Director at Futurum, analyzes how NVIDIA's DSX design and revenue sharing model increase token efficiency and capture recurring value from AI infrastructure deployments.

NetApp Q4 FY 2026: AI Deployments Accelerate High-Performance Storage Demand

NetApp’s Quarter Reflected Growing Demand Tied to AI-Related Data Infrastructure and Expanding Cloud and Consumption Offerings
Futurum Research analyzes NetApp’s Q4 FY 2026 earnings, focusing on AI-driven infrastructure demand, hybrid cloud execution, public cloud mix, and what FY 2027 guidance implies for growth durability.

Can Starburst’s AIDA Crack the Enterprise AI Data Access Problem?

How Federated Reasoning Can Challenge the Data Lakehouse Paradigm
Starburst's AIDA represents a fundamental shift in how enterprises approach AI data access. Rather than centralizing data, agentic AI systems reason across distributed sources, addressing accuracy concerns and accelerating AI initiatives.

AWS Rises to the Agentic AI Moment With Cerebras Integration for Fast Inference

AWS Deploys Cerebras Wafer-scale Engines To Deliver the Fastest AI Inference Solution on the Market
Brendan Burke, Research Director at Futurum, examines how the AWS-Cerebras partnership deploys disaggregated inference architecture through Amazon Bedrock, pairing Trainium prefill with Cerebras decode to target industry-leading speed.

Elastic Q3 FY 2026: Strong Quarter, but Reacceleration Thesis Unproven

Elastic’s Quarter Reflected Sustained Platform Demand, With AI-Driven Context Engineering and Larger Customer Commitments Supporting Continued Momentum
Nick Patience, VP and Practice Lead for AI Platforms at Futurum reviews Elastic Q3 FY 2026 earnings, highlighting sales-led subscription momentum, AI context engineering adoption, and agentic workflow expansion across security and observability.

Dell Q4 FY 2026 Earnings Highlight AI-Optimized Server Ramp

Dell’s Quarter Reflected Rapid Scaling in AI-Optimized Servers Alongside Continued Growth in Infrastructure Solutions Group Results
Futurum Research analyzes Dell’s Q4 FY 2026 earnings, focusing on AI-optimized server scale, backlog expansion, and implications for infrastructure and client markets.

Can AMD’s Edge Silicon Scale to the Trillion Dollar Orbital Opportunity?

AMD CTO Mark Papermaster Defines AMD’s Space Strategy, Framing Space as the Ultimate Edge Environment
Brendan Burke, Research Director at Futurum, examines AMD CTO Mark Papermaster's vision for extending the company's edge AI playbook into orbital computing, targeting a $1 trillion addressable market by 2030.

CoreWeave’s Anthropic and Meta Wins Validate Benchmark Outperformance

CoreWeave’s $21B Meta Deal and Anthropic Partnership Validate the Neocloud Model for frontier AI Infrastructure Built on MLPerf-leading Performance
Brendan Burke, Research Director at Futurum, examines how CoreWeave's $21B Meta deal and Anthropic partnership validate the neocloud model for frontier AI infrastructure built on MLPerf-leading performance.

Commvault-CrowdStrike SIEM Link Tests Bi-Directional Resilience

Commvault Expands Its CrowdStrike Integration to Deliver Bi-Directional Telemetry Between Commvault Cloud and Falcon Next-Gen SIEM, Enabling Shared Backup-Integrity Signals to Accelerate Trusted Recovery Decisions After Cyberattacks
Fernando Montenegro, VP and Practice Lead, Cybersecurity at Futurum, examines how Commvault’s bi-directional integration with CrowdStrike Falcon Next-Gen SIEM enables shared backup-integrity telemetry to fasten recovery after cyberattacks.

AMD Q4 FY 2025: Record Data Center And Client Momentum

Accelerating EPYC and Instinct Demand, Expanding AI Software Ecosystem, and Rack-Scale Systems Position AMD for FY 2026 Ramps and Share Gains
Futurum Research analyzes AMD’s Q4 FY 2025 results, highlighting data center CPU/GPU momentum, AI software progress, and a potential H2 FY 2026 rack-scale inflection, amid mixed client, gaming, and embedded trends.

AMD Q1 FY 2025 Financial Results Highlight AI-Led Growth Across Core Segments

Strong EPYC and Instinct Demand Drive 36% YoY Growth; Data Center Revenue Up 57%
Olivier Blanchard and Daniel Newman at Futurum break down AMD’s Q1 FY 2025 earnings, highlighting EPYC and Instinct-driven Data Center growth, record Ryzen ASPs, and how AI momentum is powering AMD’s performance despite China export curbs.

Five Key Reasons Why Confluent Is Strategic To IBM

IBM’s $11B Bet on Confluent Is Less About Big Data and More About Owning the AI Data Nervous System
Brad Shimmin and Mitch Ashley at Futurum, share their insights on IBM’s $11B acquisition of Confluent. This bold move signals a strategic pivot, betting that real-time "data in motion" is the essential nervous system for enterprise AI and hybrid cloud.

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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