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.
Company
NVIDIA
Futurum has published 9 analyst insights and 5 research reports on NVIDIA since 2024, most recently August 31, 2026.
14 results
NVIDIA Nears $12.9B Deal for Hugging Face, Escalating AI Ecosystem Strategy
Nick Patience, VP & Practice Lead of AI Platforms at Futurum, shares his insights on NVIDIA’s reported $12.9 billion bid for Hugging Face and what it would mean for the future of open AI.
Why AI Learned to Attack Before It Learned to Defend
Fernando Montenegro, VP & Practice Lead at Futurum, shares his insights on how offensive AI succeeds because it’s easier to verify than defensive security, shifting the need for vendors to sell proof of exploitability over volume.
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.
Terrestrial Data Centers Are Getting Expensive Enough to Make Space Cheap
Futurum’s Brendan Burke on why a third of the $3 trillion AI data center buildout goes off-grid by 2030, and what launch, satellite hardware, and solar density must do before orbit competes on cost. From Above the Line with Shay Boloor.
Who Decides Which Model Runs? NVIDIA Would Like a Say
Futurum’s AI Platforms practice examines NVIDIA Nemotron 3.5 Lightning and NeMo Switchyard.
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.
Synopsys, Cadence, and Siemens Take Agentic Chip Design Autonomous at DAC
Brendan Burke, Research Director at Futurum, examines how NVIDIA and AMD are driving agentic chip design at DAC 2026 through collaborations with Synopsys, Cadence, and Siemens spanning models, physics libraries, runtimes, and CPUs.
Five Layers of the AI Cake
In our latest Market Brief, Five Layers of the AI Cake, completed in partnership with NVIDIA, Futurum Research examines AI as a five-layer infrastructure stack and explores what policymakers, investors, and enterprise leaders need to understand as the AI build-out accelerates.
HPE Private Cloud AI with NVIDIA AI Computing by HPE: Essential to Accelerating GenAI Industrial Transformation
The Futurum Group’s latest research report, HPE Private Cloud AI with NVIDIA AI Computing by HPE: Essential to Accelerating GenAI Industrial Transformation , completed in partnership with HPE and NVIDIA, assesses why HPE Private Cloud AI directly addresses the top challenges enterprises face in…
Unlocking the Power of Private Cloud With NVIDIA AI Computing by HPE: A Smarter Approach
In our latest brief, Unlocking the Power of Private Cloud With NVIDIA AI Computing by HPE: A Smarter Approach , completed in partnership with HPE and NVIDIA, delves into HPE’s Private Cloud AI, which offers enterprises a turnkey solution that eliminates the complexities of a DIY approach while…
Unlocking AI Potential: How HPE Private Cloud AI Accelerates AI Deployment and Innovation
The Futurum Group’s Research Brief, Unlocking AI Potential: How HPE Private Cloud AI Accelerates AI Deployment and Innovation, completed in partnership with HPE and NVIDIA, delves into the complexities of AI deployment and the solutions offered by HPE’s Private Cloud AI.
Market Insight Report: AI RAN
In our latest offering, Market Insight Report: AI RAN, focuses on the nascent AI RAN market, sharpening the definition of the category’s addressable market and market sizing data specific to the AI RAN market segment as it evolves.