Analyst Insights

Research notes and analysis from the Futurum practice areas.

2 results

Practice areaAI Platforms AnalystBrendan Burke TypeEarnings Clear all

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.

Brendan BurkeAugust 28, 2026

Earnings

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.

Brendan BurkeAugust 7, 2026