Dell and CoreWeave Partner To Deploy NVIDIA GB300 NVL72 Systems, Signaling the Upcoming Ramp-up of GB300 in Q4 2025
Ray Wang, Research Director at Futurum, shares insights on Dell’s early deployment of NVIDIA GB300 NVL72 systems with CoreWeave. The launch sets a new standard in rack-scale performance for AI reasoning and cloud infrastructure.
Lenovo Expands Its Hybrid AI Advantage Portfolio With New Services, Hardware, and Integrated Platforms Targeting Scalable Enterprise AI Deployment
Nick Patience, VP and AI Practice Lead at Futurum shares insights on Lenovo’s Hybrid AI Advantage expansion, helping enterprises scale AI through new infrastructure, vertical-specific solutions, and employee enablement services.
Hammerspace Tier 0 Now Available on Oracle Cloud Marketplace for High-Performance Computing (HPC) and AI Workloads
Brad Shimmin, VP and Practice Lead at Futurum, shares his insights on how the availability of Hammerspace Tier 0 on Oracle Cloud Marketplace boosts OCI’s value for AI and HPC workloads by delivering low-latency, high-throughput data access.
New Memory Offering Aims To Improve Power, Area, and Bandwidth for AI Infrastructure Silicon
Ray Wang, Research Director at Futurum, shares his insights on Marvell’s 2nm custom SRAM and how it enhances power efficiency, die area savings, and bandwidth for custom XPUs powering next-gen AI infrastructure.
Synopsys and Broadcom Demonstrate PCIe 6.x Interoperability at 64 GT/S, Targeting AI Scale-up
Olivier Blanchard, Research Director at Futurum, shares his insights on Synopsys demonstrating PCIe 6.x interoperability with Broadcom, reducing design risk and accelerating AI and HPC system deployment.
Marvell’s PIVR Aims to Transform Power Delivery with Pre-Validated Integrated Offerings
Ray Wang, Research Director at Futurum, shares his insights on Marvell’s PIVR power offerings, which aim to improve efficiency and performance in AI and cloud infrastructure through chip-level voltage regulation.
Martin Lund, EVP at Cisco, joins Patrick Moorhead and Daniel Newman at Cisco Live to dive into Cisco's innovative silicon strategy, from powering AI infrastructures to transforming campus access with Silicon One.
Strong AI Demand and Growth in Electro-Optics and Custom Silicon Drive 63% YoY Revenue Surge
Olivier Blanchard, Research Director at Futurum, unpacks Marvell’s Q1 FY 2026 results, where strong AI demand, custom silicon ramp, and electro-optics gains fuel data center momentum amid cautious sentiment on margin delivery.
Record $6.3 Billion in Server Sales and $12.1 Billion in AI Orders Support Full-Year EPS Upgrade
Olivier Blanchard and Daniel Newman of Futurum explore how Dell’s record AI server momentum and rising backlog are fueling its infrastructure lead, even as consumer softness delays broader PC refresh tailwinds.
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.
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.
