Research notes and analysis from the Futurum practice areas.
59 results · page 2 of 3
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.
Brendan Burke, Research Director at Futurum, analyzes Coherent’s Q4 FY 2026 earnings, focusing on AI datacenter optics, indium phosphide capacity, CPO, NPO, and optical circuit switching.
Futurum Research analyzes Cisco’s Q4 FY 2026 earnings, focusing on AI infrastructure orders, networking demand, security traction, and FY 2027 guidance.
Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices with Futurum, analyzes ASUS Q2 FY 2026 earnings, focusing on AI server revenue doubling, and how agentic AI compute positions the company for a multi-year AI cycle.
Brendan Burke, Research Director at Futurum, reviews Microchip’s Q1 FY 2027 earnings, its data center exposure nearing $1 billion, and margin gains above its long-term model.
HashiCorp’s Packer v1.16.0 introduces native SLSA provenance attestations, addressing a critical vulnerability in cloud infrastructure where compromised machine images silently propagate to every workload launched from them.
Unisys and Dudley Building Society expand their partnership to modernize mortgage operations through Mortgage-as-a-Service and private cloud capabilities, positioning the vendor within a rapidly growing Software Lifecycle Engineering market.
Futurum Research analyzes CoreWeave’s Q2 FY 2026 earnings, focusing on AI cloud demand, managed inference growth, power expansion, and raised FY 2026 guidance.
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.
Futurum’s AI Platforms practice examines NVIDIA Nemotron 3.5 Lightning and NeMo Switchyard.
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.
Futurum Research analyzes NETSCOUT’s Q1 FY 2027 earnings, focusing on Service Assurance growth, Omnis traction, Arbor Cloud capacity, and FY 2027 guidance.
Hyperscalers’ $660B capex surge is cutting corners in data center construction, risking unsafe AI infrastructure. Standards-compliant network integration is essential to address structural power gaps and commissioning risks.
Futurum Research analyzes SiTime’s Q2 FY 2026 earnings, focusing on AI data center timing demand, Renesas timing integration, and guidance.
Keith Kirkpatrick, Vice President & Research Director, Enterprise Software & Di at Futurum, Freshworks’ FedRAMP ‘In Process’ designation enables it to capture federal IT market share through its AI-powered Freshservice platform.
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.
Brad Shimmin, VP at Futurum, analyzes the launch of native vector search in AWS DynamoDB. By embedding semantic retrieval directly into its serverless operational database, AWS eliminates fragile AI data pipelines and challenges standalone vector DBs.
Brendan Burke, Research Director at Futurum, analyzes IonQ’s Q2 FY 2026 earnings, focusing on quantum platform growth, SkyWater integration, security demand, and raised FY 2026 guidance.
Brendan Burke, Research Director at Futurum, analyzes Lattice Semiconductor’s Q2 FY 2026 earnings, focusing on AI server demand, FPGA attach, AMI, and guidance.
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.