NetApp Q1 FY 2027: AI-Ready Storage Drives Enterprise Momentum
Futurum Research analyzes NetApp’s Q1 FY 2027 earnings, focusing on AI data infrastructure, hybrid cloud demand, and migration momentum.
Analyst Insights
Research notes and analysis from the Futurum practice areas.
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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.
Hitachi Bets on Grid-to-AI Stack as Physical Infrastructure Play
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.
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.
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.
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.
Damovo’s SovereignStack: Ending Public-Sector Comms Fragmentation
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 Validated Designs Relaunch Targets Enterprise Deployment Friction
HashiCorp relaunched Validated Designs with role-aligned guides and improved search, offering enterprises field-tested blueprints for faster production deployment.
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.
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.
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.
ScyllaDB’s Rust Driver Delivers 58% Throughput Gain for DynamoDB Users
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.
Can One Database Replace Three? Sprig’s ScyllaDB Bet Says Yes
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.
Cloudera Anywhere Cloud Targets Hybrid AI Complexity With In-Place Execution
Brad Shimmin analyzes Cloudera Anywhere Cloud, examining how modular blueprints, Apache Iceberg, and zero-copy lakehouse architectures resolve data gravity and MLOps bottlenecks across hybrid enterprise AI estates.
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.
The 1.6TbE Transition Will Reshape Data Center Architecture from the Ground Up
Tom Hollingsworth, Research Director at Futurum, shares his insights on the 1.6TbE transition, highlighting that it’s a massive architectural shift requiring data centers to rethink topology, power, and cooling to meet modern AI demands.
Lenovo Q1 FY 2027: Can AI Infrastructure Offset Device Market Pressure?
Futurum Research analyzes Lenovo’s Q1 FY 2027 earnings, focusing on AI infrastructure growth, AI PCs, services momentum, and guidance.
Fragmented Multi-Cloud Visibility Is a Financial Risk, Not Just an Ops Problem
Fragmented multi-cloud visibility creates operational and financial risks; unified OpenTelemetry/LGTM stacks across AWS and GCP achieve 99.8% availability while controlling costs.