Practice Area
Cloud & Infrastructure
Data is the lifeblood of a modern business, and the underlying storage technology plays a vital role in delivering it. The storage industry is continually adding more data and application-aware capabilities and services to what was historically a box of storage devices with a network attached.
Analysts covering Cloud & Infrastructure
All practice areas
Brad Shimmin
Vice President & Practice Lead, Data Intelligence, Analytics, & Infrastructure
Keith Kirkpatrick
Vice President & Research Director, Enterprise Software & Digital Workflows
Mitch Ashley
Vice President & Practice Lead, CIO & Technology Buyers, and Software Lifecycle Engineering
Nick Patience
Vice President & Practice Lead, AI Platforms
Olivier Blanchard
Research Director & Practice Lead, Intelligent Devices
Latest insights
All Cloud & Infrastructure insightsNetApp 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.
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.
Research Reports
All Cloud & Infrastructure reportsThe New Rules of Digital Sovereignty: Architecture, Control, and Competitive Advantage
In our latest Market Brief, The New Rules of Digital Sovereignty: Architecture, Control, and Competitive Advantage, completed in partnership with IBM, Futurum Research explores how MSPs and system integrators can turn the digital sovereignty imperative into competitive advantage.
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.
Packaging the AI Frontier: Intel Foundry’s Advanced Packaging Alignment with the XPU Industry Roadmap
In our latest market brief, Packaging the AI Frontier: Intel Foundry’s Advanced Packaging Alignment with the XPU Industry Roadmap, completed in partnership with Intel Foundry, Futurum Research examines why advanced packaging is becoming the architectural foundation of next-generation AI systems.
Nokia’s Global Data Center Network Migration: From Legacy Complexity to Automated, Reliable Operations
In our latest report, Nokia’s Global Data Center Network Migration: From Legacy Complexity to Automated, Reliable Operations , completed in partnership with Nokia, Futurum Research details Nokia IT’s automation-first data center network migration and early production outcomes—including an…
The Open Lakehouse Imperative: Delivering AI Value Without Compromise
In The Open Lakehouse Imperative: Delivering AI Value Without Compromise, a report commissioned by Oracle, Futurum Research explains why many lakehouse stacks still force tradeoffs—and what a truly open, multi-cloud, high-performance approach looks like for enterprise AI.
Arm at the Center of the AI & Data Center Revolution
In Arm at the Center of the AI & Data Center Revolution , Futurum Research examines how Arm’s scalable IP, partner ecosystem, and software enablement are positioning it as a unifying foundation for AI infrastructure from cloud to edge.