Research notes and analysis from the Futurum practice areas.
85 results · page 2 of 5
Qualcomm announced a multi-generation collaboration with AWS covering customized silicon for AI inference and optical connectivity solutions extending up to 1.6T.
Futurum Research analyzes Dell Technologies’ Q2 FY 2027 earnings, focusing on AI server backlog, infrastructure demand, storage pull-through, and FY 2027 guidance.
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.
Nick Patience, VP & AI Platforms Practice Lead at The Futurum Group, examines Equinix Fabric One and Inference Exchange, and asks whether neutral infrastructure solves a problem enterprises have today or one they may have later.
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.
Visiativ’s deployment of Free Pro’s sovereign cloud infrastructure across French datacenters demonstrates how ISVs are turning data residency compliance into a competitive channel trust asset, shielding clients from extraterritorial legislation.
Futurum Research analyzes NetApp’s Q1 FY 2027 earnings, focusing on AI data infrastructure, hybrid cloud demand, and migration momentum.
Futurum Research analyzes HPE’s Q3 FY 2026 earnings, focusing on AI server demand, networking growth, supply constraints, and FY 2027 positioning.
Futurum Research analyzes Broadcom’s Q3 FY 2026 earnings, focusing on AI custom silicon demand, networking growth, and Q4 FY 2026 guidance.
Hitachi pairs sustainable insulating gas production in Germany with HMAX Physical AI expansion, positioning itself to capitalize on enterprise AI investment tied to reliable power infrastructure.
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.
Futurum Research analyzes Synopsys’ Q3 FY 2026 earnings, focusing on AI-driven EDA demand, Ansys integration, and FY 2027 monetization priorities.
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.
Damovo introduces SovereignStack, the first integrated sovereign communications platform for the German public sector, unifying Rocket.Chat, Pexip, and Mitel to eliminate fragmentation and streamline government operations.
HashiCorp relaunched Validated Designs with role-aligned guides and improved search, offering enterprises field-tested blueprints for faster production deployment.
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.
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.
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.
ScyllaDB released an open-source Rust driver for its DynamoDB-compatible Alternator API, achieving 58% higher throughput than AWS SDK on 3-node clusters. The driver maintains full API compatibility while enabling cluster-aware load balancing.
Sprig replaced Postgres, ClickHouse, and Redis with ScyllaDB, achieving 4-8x better latency while processing 1.3 trillion events. The consolidation illustrates how enterprises are simplifying complex database stacks to manage explosive data growth.