Why HPE Gave Oracle Equity Instead of a Price Cut on AI Gear
Tom Hollingsworth at Futurum examines why HPE issued Oracle a nominal-cost equity warrant alongside an expanded Juniper networking deal for Oracle’s AI data centers.
Analyst Insights
Research notes and analysis from the Futurum practice areas.
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HCLTech’s Semiconductor Lab Bet Targets a $25.7B Channel Opportunity
HCLTech launched its Advanced Semiconductor Lab in Bengaluru, investing Rs. 185 crore in a 40,000 sq ft facility to capitalize on a $25.7B channel ecosystem opportunity.
PyTorch Foundation Deepens Chinese AI Ecosystem Ties
The PyTorch Foundation welcomed Alibaba Cloud, Cambricon, and Ant Group as Platinum and Gold members at PyTorch Conference China 2026, strengthening its position in the world’s second-largest AI market with over 250 contributing organizations.
HPE Q3 FY 2026: AI Infrastructure Demand Strengthens Outlook
Futurum Research analyzes HPE’s Q3 FY 2026 earnings, focusing on AI server demand, networking growth, supply constraints, and FY 2027 positioning.
Broadcom Q3 FY 2026: Can Custom Silicon Sustain AI Growth?
Futurum Research analyzes Broadcom’s Q3 FY 2026 earnings, focusing on AI custom silicon demand, networking growth, and Q4 FY 2026 guidance.
Thales-KSSL Rocket Deal: A Sovereign-Security Signal for Cyber Buyers
Thales and Kalyani Strategic Systems Limited’s September 2026 alliance signals durable sovereign-security commitment to government and defence buyers, combining indigenous 70-mm rocket production with cyber-physical threat convergence capabilities.
Marvell Q2 FY 2027: Connectivity and Custom Silicon Fuel AI Growth
Futurum Research at The Futurum Group analyzes Marvell’s Q2 FY 2027 earnings, focusing on AI infrastructure demand, data center growth, custom silicon, and FY 2027 guidance.
Rapidus’ IIM-1 Fab Construction is Completed. Will Cadence Make It the First Agentic Foundry?
Rapidus’ IIM-1 fab completes construction in Chitose, leveraging Cadence Innostack AI Super Agent for its Raads platform and IBM 2nm transistor IP to compete with TSMC, Intel, and Samsung in inference accelerator production.
Synopsys Q3 FY 2026: AI Design Demand Drives EDA Growth
Futurum Research analyzes Synopsys’ Q3 FY 2026 earnings, focusing on AI-driven EDA demand, Ansys integration, and FY 2027 monetization priorities.
HP Q3 FY 2026: Can Premium PCs Offset Memory Cost Pressure?
Futurum Research analyzes HP’s Q3 FY 2026 earnings, focusing on PC mix, AI PC demand, memory cost pressure, and guidance.
NVIDIA Q2 FY 2027: AI Infrastructure Demand Extends Into FY 2028
Futurum Research analyzes NVIDIA’s Q2 FY 2027 earnings, focusing on AI infrastructure demand, Vera Rubin production, Blackwell Ultra momentum, and FY 2028 growth expectations.
SiFive BigSky Ships the First RISC-V Server. Is the GPU Head Node the Prize?
Brendan Burke, Research Director at Futurum, shares his insights on SiFive’s BigSky, the first enterprise-grade RISC-V server, and why CUDA head node duty for NVIDIA GPUs is the socket that matters.
NVIDIA Nears $12.9B Deal for Hugging Face, Escalating AI Ecosystem Strategy
Nick Patience, VP & Practice Lead of AI Platforms at Futurum, shares his insights on NVIDIA’s reported $12.9 billion bid for Hugging Face and what it would mean for the future of open AI.
QumulusAI Q2 FY 2026: 118% Revenue Growth for Hyperspeed AI Compute Deployment
Brendan Burke, Research Director at Futurum, analyzes QumulusAI’s Q2 FY 2026 earnings, focusing on direct AI compute demand, GPU fleet expansion, and capacity execution.
NXP Tech Days: Can Physical AI Reference Designs Solidify the Neural Axis?
Brendan Burke and Olivier Blanchard, Research Directors at Futurum, share their insights from NXP Tech Days Silicon Valley, where reference designs from humanoid hands to a four-board MCX A5 networking demo gave NXP’s neural axis architecture production weight.
MTG-I2 Launch Reveals Thales’s Critical Infrastructure Security Depth
Thales Alenia Space’s MTG-I2 satellite completes the Meteosat Third Generation constellation, positioning Thales as a critical infrastructure security provider for European meteorological data in the expanding cybersecurity market.
PyTorch Grows Up: Open-Source AI Tooling Targets Enterprise Production
PyTorch Conference North America 2026 showcases the framework’s evolution into production-grade infrastructure, addressing enterprise deployment gaps as the AI platforms market reaches $181.3B.
Analog Devices Q3 FY 2026 Earnings Hit First $4 Billion Quarter on AI Demand
Brendan Burke, Research Director at Futurum, reviews Analog Devices’ Q3 FY 2026 earnings, the first $4 billion quarter, and the data center and industrial demand behind it.
Micron Research Labs: Can $1 Billion a Year Out-Research Samsung and SK hynix?
Brendan Burke, Research Director at Futurum, shares his insights on Micron Research Labs, the $10 billion Boise hub, and whether ecosystem research can offset Samsung and SK hynix R&D budgets that run larger.
DigiCert’s PQC Event Franchise Shifts from Awareness to Action
DigiCert’s third annual World Quantum Readiness Day on September 17, 2026, marks a strategic shift from quantum awareness to active post-quantum cryptography deployment, addressing enterprises’ top challenge: cryptographic agility.