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.
Analyst Insights
Research notes and analysis from the Futurum practice areas.
8 results
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Cerebras CS-4 Makes the Rack the New Chip by Doubling Power and Tripling Wafers
Brendan Burke, Research Director at Futurum, shares his insights on the Cerebras CS-4 launch and why power delivery and networking now decide whether wafer scale can serve trillion parameter models at scale.
NVIDIA’s Credit Support Buys Exclusivity at OpenAI’s Ohio Data Center
Brendan Burke, Research Director at Futurum, shares his insights on NVIDIA’s exclusive guarantee of OpenAI’s Ohio data center at PORTS-Pike and why credit support is becoming the competitive weapon no rival chipmaker can match.
IBM and Together AI: Did IBM Cloud Just Become a Neocloud?
Brendan Burke, Research Director at Futurum, shares his insights on the $240 million IBM and Together AI agreement and why an anchor-tenant inference cluster moves IBM Cloud to the landlord side of the GPU lease.
From Blaize to NVIDIA: Why Is AI Infrastructure Converging on Indonesia?
Brendan Burke, Research Director at Futurum, shares his insights on 100 days that put Blaize, CoreWeave, NVIDIA, Nokia, Firmus, and Indosat on Indonesia’s sovereign AI map, and the generation-plus-distribution model that can expand globally.
Is the NVIDIA DSX Reference Design the Real Collateral for $500B in Financing?
Brendan Burke, Research Director at Futurum, shares his insights on NVIDIA’s $500 billion financing platforms and how DSX reference designs turn AI compute into collateral that banks, insurers, and pension funds can underwrite.
NVIDIA AI Storage Goes Open at FMS 2026. Is Open Source the New Moat?
Brendan Burke, Research Director at Futurum, examines NVIDIA’s FMS 2026 storage push and whether openness extends NVIDIA’s platform control to the data path.
AMD Q2 FY 2026: EPYC and Helios Fuel the Next AI Growth Phase
Brendan Burke, Research Director at Futurum, analyzes AMD’s Q2 FY 2026 earnings, focusing on Data Center growth, EPYC demand, Helios momentum, and the next phase of AI infrastructure execution.