https://preview.erikbethke.com/practice-areas/hybrid-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. en-us Fri, 04 Sep 2026 13:30:42 GMT https://preview.erikbethke.com/insights/netapp-q1-fy-2027-ai-ready-storage-drives-enterprise-momentum/ https://preview.erikbethke.com/insights/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. Fri, 04 Sep 2026 13:30:42 GMT Insight AI Platforms Data Intelligence Cloud & Infrastructure AI Azure NetApp Files data infrastructure Earnings Hybrid Cloud Kubernetes NetApp OpenShift Storage https://preview.erikbethke.com/insights/hpe-q3-fy-2026-ai-infrastructure-demand-strengthens-outlook/ https://preview.erikbethke.com/insights/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. Fri, 04 Sep 2026 13:15:33 GMT Insight Semiconductors Cloud & Infrastructure AI servers Cloud data center Earnings HPE Infrastructure Juniper networking Oracle Supply Chain https://preview.erikbethke.com/insights/broadcom-q3-fy-2026-can-custom-silicon-sustain-ai-growth/ https://preview.erikbethke.com/insights/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. Fri, 04 Sep 2026 13:00:21 GMT Insight Semiconductors Cloud & Infrastructure AI AVGO Broadcom custom silicon data center Earnings networking semiconductors vmware XPU https://preview.erikbethke.com/insights/hitachi-bets-on-grid-to-ai-stack-as-physical-infrastructure-play/ https://preview.erikbethke.com/insights/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. Fri, 04 Sep 2026 12:12:34 GMT Insight AI Platforms Data Intelligence Cloud & Infrastructure AI Platforms data center enterprise technology Infrastructure sustainability https://preview.erikbethke.com/insights/marvell-q2-fy-2027-connectivity-and-custom-silicon-fuel-ai-growth/ https://preview.erikbethke.com/insights/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. Tue, 01 Sep 2026 13:24:09 GMT Insight Semiconductors Cloud & Infrastructure $MRVL AI infrastructure custom silicon data center Earnings ethernet Marvell semiconductors https://preview.erikbethke.com/insights/synopsys-q3-fy-2026-ai-design-demand-drives-eda-growth/ https://preview.erikbethke.com/insights/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. Mon, 31 Aug 2026 13:30:28 GMT Insight AI Platforms Semiconductors Cloud & Infrastructure AI Ansys chip design Design IP Earnings EDA IP Factory Two semiconductors simulation Synopsys https://preview.erikbethke.com/insights/nvidia-q2-fy-2027-ai-infrastructure-demand-extends-into-fy-2028/ https://preview.erikbethke.com/insights/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. Mon, 31 Aug 2026 13:00:48 GMT Insight AI Platforms Semiconductors Cloud & Infrastructure AI factories AI infrastructure Blackwell Ultra data center Earnings NVIDIA semiconductors Vera Rubin https://preview.erikbethke.com/insights/damovos-sovereignstack-ending-public-sector-comms-fragmentation/ https://preview.erikbethke.com/insights/damovos-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. Mon, 31 Aug 2026 12:14:59 GMT Insight Channel Ecosystems Enterprise Software Cloud & Infrastructure digital sovereignty enterprise software government technology Infrastructure Unified Communications https://preview.erikbethke.com/insights/hashicorp-validated-designs-relaunch-targets-enterprise-deployment-friction/ https://preview.erikbethke.com/insights/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. Sat, 29 Aug 2026 12:14:06 GMT Insight Enterprise Software Software Lifecycle Engineering Cloud & Infrastructure cloud computing DevOps digital workflows enterprise software Infrastructure https://preview.erikbethke.com/insights/sifive-bigsky-ships-the-first-risc-v-server-is-the-gpu-head-node-the-prize/ https://preview.erikbethke.com/insights/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. Fri, 28 Aug 2026 15:44:20 GMT Brendan Burke Insight Semiconductors Cloud & Infrastructure BigSky Canonical CUDA custom silicon data center CPU head node Hot Chips hyperscalers NVIDIA NVLink Fusion P870-D Red Hat RHEL RISC-V RISC-V server RVA23 SiFive Ubuntu https://preview.erikbethke.com/insights/qumulusai-q2-fy-2026-118-revenue-growth-for-hyperspeed-ai-compute-deployment/ https://preview.erikbethke.com/insights/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. Fri, 28 Aug 2026 14:30:00 GMT Brendan Burke Insight AI Platforms Semiconductors Cloud & Infrastructure AI compute AI infrastructure Blackwell data center Earnings GPU-as-a-Service NVIDIA QMLS QumulusAI https://preview.erikbethke.com/insights/mtg-i2-launch-reveals-thaless-critical-infrastructure-security-depth/ https://preview.erikbethke.com/insights/mtg-i2-launch-reveals-thaless-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. Fri, 28 Aug 2026 12:21:07 GMT Insight Cybersecurity Semiconductors Cloud & Infrastructure critical infrastructure protection cybersecurity Infrastructure satellite technology https://preview.erikbethke.com/insights/scylladbs-rust-driver-delivers-58-throughput-gain-for-dynamodb-users/ https://preview.erikbethke.com/insights/scylladbs-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. Fri, 28 Aug 2026 12:18:03 GMT Insight Data Intelligence Enterprise Software Cloud & Infrastructure cloud computing data analytics DevOps enterprise software Infrastructure https://preview.erikbethke.com/insights/can-one-database-replace-three-sprigs-scylladb-bet-says-yes/ https://preview.erikbethke.com/insights/can-one-database-replace-three-sprigs-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. Tue, 25 Aug 2026 12:15:31 GMT Insight Data Intelligence Enterprise Software Cloud & Infrastructure cloud computing data analytics DevOps enterprise software Infrastructure https://preview.erikbethke.com/insights/cloudera-anywhere-cloud-targets-hybrid-ai-complexity-with-in-place-execution/ https://preview.erikbethke.com/insights/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. Fri, 21 Aug 2026 14:16:32 GMT Brad Shimmin Insight AI Platforms Data Intelligence Cloud & Infrastructure Agentic AI Apache Iceberg Apache Polaris Cloudera Cloudera Anywhere Cloud data governance Data Gravity Enterprise AI Hybrid Cloud Lakehouse MLOps PuppyGraph Trino https://preview.erikbethke.com/insights/cerebras-cs-4-makes-the-rack-the-new-chip-by-doubling-power-and-tripling-wafers/ https://preview.erikbethke.com/insights/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. Thu, 20 Aug 2026 17:52:22 GMT Brendan Burke Insight AI Platforms Semiconductors Cloud & Infrastructure Agentic AI AI AMD Helios Arista Networks AWS Trainium Cerebras CS-4 data center emerging tech Fast Inference Infrastructure semiconductors Supply Chain https://preview.erikbethke.com/insights/nvidias-credit-support-buys-exclusivity-at-openais-ohio-data-center/ https://preview.erikbethke.com/insights/nvidias-credit-support-buys-exclusivity-at-openais-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. Thu, 20 Aug 2026 15:20:52 GMT Brendan Burke Insight AI Platforms Semiconductors Cloud & Infrastructure AEP Ohio AI data center AI Factory AI infrastructure financing AMD Broadcom credit support data center power DSX land power and shell NVIDIA OpenAI PORTS-Pike SB Energy Softbank Stargate https://preview.erikbethke.com/insights/the-1-6tbe-transition-will-reshape-data-center-architecture-from-the-ground-up/ https://preview.erikbethke.com/insights/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. Wed, 19 Aug 2026 18:59:42 GMT Tom Hollingsworth Insight Networking Cloud & Infrastructure 1.6TbE 1.6TbE Networking AI data centers AI infrastructure Co-Packaged Optics Data Center Architecture data center cooling Network Topology https://preview.erikbethke.com/insights/lenovo-q1-fy-2027-can-ai-infrastructure-offset-device-market-pressure/ https://preview.erikbethke.com/insights/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. Tue, 18 Aug 2026 15:29:57 GMT Insight Semiconductors Intelligent Devices Cloud & Infrastructure AI infrastructure AI PCs data center Earnings Hybrid AI Lenovo Servers Services smartphones Supply Chain tablets https://preview.erikbethke.com/insights/fragmented-multi-cloud-visibility-is-a-financial-risk-not-just-an-ops-problem/ https://preview.erikbethke.com/insights/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. Tue, 18 Aug 2026 12:16:46 GMT Insight Enterprise Software Software Lifecycle Engineering Cloud & Infrastructure cloud computing data analytics DevOps enterprise software Infrastructure https://preview.erikbethke.com/insights/ibm-and-together-ai-did-ibm-cloud-just-become-a-neocloud/ https://preview.erikbethke.com/insights/ibm-and-together-ai-did-ibm-cloud-just-become-a-neocloud/ 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. Mon, 17 Aug 2026 13:00:14 GMT Brendan Burke Insight AI Platforms Semiconductors Cloud & Infrastructure AI Platforms cloud computing enterprise software Infrastructure https://preview.erikbethke.com/insights/coherent-q4-fy-2026-earnings-1-6t-transceivers-ramp-cpo-revenue-approaches/ https://preview.erikbethke.com/insights/coherent-q4-fy-2026-earnings-1-6t-transceivers-ramp-cpo-revenue-approaches/ 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. Fri, 14 Aug 2026 14:56:25 GMT Brendan Burke Insight Semiconductors Cloud & Infrastructure 1.6T 800G AI Coherent COHR CPO datacenter Earnings indium phosphide NPO OCS Optics photonics semiconductors https://preview.erikbethke.com/insights/cisco-q4-fy-2026-earnings-point-to-broader-ai-infrastructure-demand/ https://preview.erikbethke.com/insights/cisco-q4-fy-2026-earnings-point-to-broader-ai-infrastructure-demand/ Futurum Research analyzes Cisco’s Q4 FY 2026 earnings, focusing on AI infrastructure orders, networking demand, security traction, and FY 2027 guidance. Fri, 14 Aug 2026 14:41:25 GMT Insight Cybersecurity Cloud & Infrastructure Acacia AI infrastructure Cisco Earnings enterprise infrastructure hyperscalers networking security Silicon One Splunk https://preview.erikbethke.com/insights/asus-q2-fy-2026-earnings-hit-record-revenue-on-ai-servers/ https://preview.erikbethke.com/insights/asus-q2-fy-2026-earnings-hit-record-revenue-on-ai-servers/ 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. Fri, 14 Aug 2026 13:45:40 GMT Olivier Blanchard Insight AI Platforms Intelligent Devices Cloud & Infrastructure Agentic AI AI PC AI servers asus commercial PC Earnings Edge computing GB300 NVIDIA ROG RTX Spark https://preview.erikbethke.com/insights/microchip-q1-fy-2027-earnings-beat-as-data-center-exposure-nears-1-billion/ https://preview.erikbethke.com/insights/microchip-q1-fy-2027-earnings-beat-as-data-center-exposure-nears-1-billion/ 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. Fri, 14 Aug 2026 13:00:42 GMT Brendan Burke Insight Semiconductors Cloud & Infrastructure aerospace and defense data center distribution Earnings embedded control gross margin MCHP Microchip PCIe Gen 6 semiconductors https://preview.erikbethke.com/insights/packer-v1160-elevates-security-with-slsa-provenance-for-machine-images/ https://preview.erikbethke.com/insights/packer-v1160-elevates-security-with-slsa-provenance-for-machine-images/ 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. Fri, 14 Aug 2026 12:16:01 GMT Insight Cybersecurity Software Lifecycle Engineering Cloud & Infrastructure cybersecurity DevOps enterprise software Infrastructure Supply Chain https://preview.erikbethke.com/insights/unisys-and-dudley-building-society-forge-new-path-in-mortgage-operations/ https://preview.erikbethke.com/insights/unisys-and-dudley-building-society-forge-new-path-in-mortgage-operations/ 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. Fri, 14 Aug 2026 12:14:36 GMT Insight Enterprise Software Software Lifecycle Engineering Cloud & Infrastructure cloud computing DevOps digital workflows enterprise software Infrastructure https://preview.erikbethke.com/insights/coreweave-q2-fy-2026-ai-demand-drives-pricing-and-capacity-growth/ https://preview.erikbethke.com/insights/coreweave-q2-fy-2026-ai-demand-drives-pricing-and-capacity-growth/ Futurum Research analyzes CoreWeave’s Q2 FY 2026 earnings, focusing on AI cloud demand, managed inference growth, power expansion, and raised FY 2026 guidance. Thu, 13 Aug 2026 14:34:59 GMT Insight AI Platforms Semiconductors Cloud & Infrastructure AI cloud AI infrastructure cloud infrastructure CoreWeave data center Earnings Enterprise AI managed inference NVIDIA https://preview.erikbethke.com/insights/from-blaize-to-nvidia-why-is-ai-infrastructure-converging-on-indonesia/ https://preview.erikbethke.com/insights/from-blaize-to-nvidia-why-is-ai-infrastructure-converging-on-indonesia/ 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. Thu, 13 Aug 2026 14:10:48 GMT Brendan Burke Insight AI Platforms Semiconductors Intelligent Devices Cloud & Infrastructure AI Factory AI Inference AI Platforms Blaize CoreWeave Danantara data center Datacomm Diangraha DayOne Distributed AI DSX Edge AI emerging tech Firmus Graph Streaming Processor Hybrid AI Indonesia Indosat Infrastructure neocloud networking Nokia NVIDIA Ooredoo semiconductors Southeast Asia sovereign AI Supply Chain Zankore https://preview.erikbethke.com/insights/who-decides-which-model-runs-nvidia-would-like-a-say/ https://preview.erikbethke.com/insights/who-decides-which-model-runs-nvidia-would-like-a-say/ Futurum’s AI Platforms practice examines NVIDIA Nemotron 3.5 Lightning and NeMo Switchyard. Tue, 11 Aug 2026 15:56:24 GMT Nick Patience Insight AI Platforms Cloud & Infrastructure Agentic AI AI Platforms Inference Economics model routing NeMo Switchyard Nemotron Nemotron 3.5 Lightning NVIDIA open models open source AI https://preview.erikbethke.com/insights/is-the-nvidia-dsx-reference-design-the-real-collateral-for-500b-in-financing/ https://preview.erikbethke.com/insights/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. Tue, 11 Aug 2026 15:41:00 GMT Brendan Burke Insight AI Platforms Semiconductors Cloud & Infrastructure AI Factory AI infrastructure financing Apollo asset-backed securities BlackRock Blackstone Brookfield compute financing CoreWeave DSX Goldman Sachs GPU depreciation KKR neocloud NVIDIA private credit securitization https://preview.erikbethke.com/insights/netscout-q1-fy-2027-service-assurance-and-ddos-capacity-expand/ https://preview.erikbethke.com/insights/netscout-q1-fy-2027-service-assurance-and-ddos-capacity-expand/ Futurum Research analyzes NETSCOUT’s Q1 FY 2027 earnings, focusing on Service Assurance growth, Omnis traction, Arbor Cloud capacity, and FY 2027 guidance. Tue, 11 Aug 2026 13:15:53 GMT Insight AI Platforms Cybersecurity Cloud & Infrastructure AI AIops Arbor Cloud cybersecurity DDoS Earnings NETSCOUT Observability Omnis service assurance https://preview.erikbethke.com/insights/is-the-ai-gold-rush-compromising-data-center-integrity/ https://preview.erikbethke.com/insights/is-the-ai-gold-rush-compromising-data-center-integrity/ 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. Tue, 11 Aug 2026 12:21:43 GMT Insight AI Platforms Cybersecurity Cloud & Infrastructure AI Cybersecurity & Resilience data center Enterprise Software & Digital Workflows Infrastructure https://preview.erikbethke.com/insights/sitime-q2-fy-2026-ai-demand-and-renesas-integration-shape-the-next-phase/ https://preview.erikbethke.com/insights/sitime-q2-fy-2026-ai-demand-and-renesas-integration-shape-the-next-phase/ Futurum Research analyzes SiTime’s Q2 FY 2026 earnings, focusing on AI data center timing demand, Renesas timing integration, and guidance. Mon, 10 Aug 2026 13:00:08 GMT Insight Semiconductors Cloud & Infrastructure AI data center clocking Earnings optical modules precision timing Renesas semiconductors SiTime https://preview.erikbethke.com/insights/freshworks-bets-on-fedramp-to-crack-the-102-billion-federal-it-market/ https://preview.erikbethke.com/insights/freshworks-bets-on-fedramp-to-crack-the-102-billion-federal-it-market/ 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. Fri, 07 Aug 2026 20:07:43 GMT Keith Kirkpatrick Insight CIO Insights Enterprise Software Cloud & Infrastructure AI Platforms cloud computing Cybersecurity & Resilience digital sovereignty enterprise software https://preview.erikbethke.com/insights/nvidia-ai-storage-goes-open-at-fms-2026-is-open-source-the-new-moat/ https://preview.erikbethke.com/insights/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. Fri, 07 Aug 2026 19:56:40 GMT Brendan Burke Insight AI Platforms Semiconductors Cloud & Infrastructure AI cloud computing data center Infrastructure semiconductors https://preview.erikbethke.com/insights/active-storage-takes-over-aws-dynamodb-adds-native-vector-search-for-agentic-ai/ https://preview.erikbethke.com/insights/active-storage-takes-over-aws-dynamodb-adds-native-vector-search-for-agentic-ai/ 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. Fri, 07 Aug 2026 16:45:19 GMT Brad Shimmin Insight AI Platforms Data Intelligence Cloud & Infrastructure Active Storage Agentic AI Amazon Web Services AWS DynamoDB generative AI Serverless Database vector database vector search https://preview.erikbethke.com/insights/ionq-q2-fy-2026-tempo-quantum-computers-drive-growth-ahead-of-skywater-integration/ https://preview.erikbethke.com/insights/ionq-q2-fy-2026-tempo-quantum-computers-drive-growth-ahead-of-skywater-integration/ 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. Fri, 07 Aug 2026 15:03:45 GMT Brendan Burke Insight Cybersecurity Semiconductors Cloud & Infrastructure Earnings IonQ QKD Quantum Computing quantum networking Quantum Security quantum sensing semiconductors SkyWater https://preview.erikbethke.com/insights/lattice-semiconductor-q2-fy-2026-ami-acquisition-pulls-1-billion-revenue-rate-up-to-q3-2026/ https://preview.erikbethke.com/insights/lattice-semiconductor-q2-fy-2026-ami-acquisition-pulls-1-billion-revenue-rate-up-to-q3-2026/ Brendan Burke, Research Director at Futurum, analyzes Lattice Semiconductor’s Q2 FY 2026 earnings, focusing on AI server demand, FPGA attach, AMI, and guidance. Fri, 07 Aug 2026 14:34:49 GMT Brendan Burke Insight Semiconductors Cloud & Infrastructure AI infrastructure AMI data center FPGA Lattice Semiconductor LSCC Physical AI semiconductors Servers https://preview.erikbethke.com/insights/amd-q2-fy-2026-epyc-and-helios-fuel-the-next-ai-growth-phase/ https://preview.erikbethke.com/insights/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. Fri, 07 Aug 2026 14:01:15 GMT Brendan Burke Insight AI Platforms Semiconductors Intelligent Devices Cloud & Infrastructure AI AMD CPUs data center Earnings Epyc GPUs Helios Instinct ROCm semiconductors https://preview.erikbethke.com/insights/freshworks-q2-fy-2026-freddy-ai-and-ex-drive-commercial-momentum/ https://preview.erikbethke.com/insights/freshworks-q2-fy-2026-freddy-ai-and-ex-drive-commercial-momentum/ Futurum Research analyzes Freshworks’ Q2 FY 2026 earnings, focusing on EX growth, Freddy AI monetization, and service operations expansion. Fri, 07 Aug 2026 13:26:18 GMT Insight AI Platforms Enterprise Software Cloud & Infrastructure CX Earnings enterprise software ESM EX Freddy AI Freshservice Freshworks ITAM ITSM SaaS https://preview.erikbethke.com/insights/teradata-q2-fy-2026-hybrid-ai-strategy-gains-enterprise-traction/ https://preview.erikbethke.com/insights/teradata-q2-fy-2026-hybrid-ai-strategy-gains-enterprise-traction/ Futurum Research analyzes Teradata’s Q2 FY 2026 earnings, focusing on hybrid AI, Teradata Factory, AI Studio, and guidance. Fri, 07 Aug 2026 12:30:30 GMT Insight AI Platforms Data Intelligence Enterprise Software Cloud & Infrastructure Agentic AI AI AI Studio ARR data analytics data platforms Earnings Hybrid Cloud Teradata Teradata Factory https://preview.erikbethke.com/insights/surging-cloud-threats-are-supply-chain-attacks-the-new-norm/ https://preview.erikbethke.com/insights/surging-cloud-threats-are-supply-chain-attacks-the-new-norm/ Wiz’s H1 2026 threat report documents a 60% surge in cloud incidents and more than doubled supply-chain attacks, exposing critical security gaps in cloud-native and AI infrastructure. Organizations must modernize their defense strategies now. Fri, 07 Aug 2026 12:17:16 GMT Insight Cybersecurity Enterprise Software Cloud & Infrastructure AI infrastructure cloud computing cybersecurity Supply Chain Threat intelligence https://preview.erikbethke.com/insights/is-the-ai-data-center-gold-rush-unsustainable/ https://preview.erikbethke.com/insights/is-the-ai-data-center-gold-rush-unsustainable/ AI’s rapid expansion is causing execution failures in data centers, with 92% of operators facing accelerated timelines and power shortages, leading to costly delays and reworks. Fri, 07 Aug 2026 12:16:15 GMT Insight AI Platforms Semiconductors Cloud & Infrastructure AI cloud computing data center Infrastructure Supply Chain https://preview.erikbethke.com/insights/lumen-technologies-q2-fy-2026-ai-era-connectivity-drives-strategic-shift/ https://preview.erikbethke.com/insights/lumen-technologies-q2-fy-2026-ai-era-connectivity-drives-strategic-shift/ Futurum Research analyzes Lumen Technologies’ Q2 FY 2026 earnings, focusing on NaaS adoption, Alkira integration, strategic revenue growth, and AI networking strategy. Thu, 06 Aug 2026 21:23:40 GMT Insight Cybersecurity Cloud & Infrastructure AI networking Alkira Earnings enterprise networking fiber Lumen Technologies LUMN multi-cloud NaaS https://preview.erikbethke.com/insights/how-zero-trust-security-is-transforming-ehime-prefectures-network-infrastructure/ https://preview.erikbethke.com/insights/how-zero-trust-security-is-transforming-ehime-prefectures-network-infrastructure/ Net One Systems and SCSK Security jointly won a major contract to deploy zero-trust network infrastructure across Ehime Prefecture’s government operations, reflecting growing channel demand for cybersecurity solutions in 2026. Thu, 06 Aug 2026 12:17:42 GMT Insight Cybersecurity Channel Ecosystems Cloud & Infrastructure cybersecurity Infrastructure Public sector systems integration zero-trust security https://preview.erikbethke.com/insights/can-wizs-automated-stig-assessment-transform-compliance-for-federal-agencies/ https://preview.erikbethke.com/insights/can-wizs-automated-stig-assessment-transform-compliance-for-federal-agencies/ Wiz introduces automated DISA STIG assessments for Amazon Linux 2023 and Windows Server 2025, enabling federal agencies to replace manual compliance audits with continuous real-time hardening validation and immediate posture visibility. Thu, 06 Aug 2026 12:16:45 GMT Insight Cybersecurity Enterprise Software Cloud & Infrastructure cloud computing compliance cybersecurity enterprise software federal agencies https://preview.erikbethke.com/insights/backblaze-q2-fy-2026-coreweave-deal-strengthens-ai-storage-position/ https://preview.erikbethke.com/insights/backblaze-q2-fy-2026-coreweave-deal-strengthens-ai-storage-position/ Brad Shimmin and Brendan Burke, analysts at Futurum, review Backblaze’s Q2 FY 2026 earnings, focusing on B2 Cloud Storage growth, AI infrastructure demand, and the CoreWeave agreement. Wed, 05 Aug 2026 13:49:21 GMT Brendan Burke, Brad Shimmin Insight Semiconductors Data Intelligence Cloud & Infrastructure AI infrastructure B2 Cloud Storage Backblaze cloud storage CoreWeave Earnings neocloud object storage https://preview.erikbethke.com/insights/new-linux-vulnerability-cve-2026-64531-exposes-root-access-risks/ https://preview.erikbethke.com/insights/new-linux-vulnerability-cve-2026-64531-exposes-root-access-risks/ CVE-2026-64531 (OVSwrap) grants unprivileged users root access via Open vSwitch on enterprise Linux. TuxCare’s live-patching fixes it without reboots, eliminating operational friction in critical infrastructure. Wed, 05 Aug 2026 12:13:55 GMT Insight Cybersecurity Enterprise Software Cloud & Infrastructure cybersecurity DevOps enterprise software Infrastructure Linux security https://preview.erikbethke.com/insights/amazon-q2-2026-aws-momentum-accelerates-as-ai-investment-climbs/ https://preview.erikbethke.com/insights/amazon-q2-2026-aws-momentum-accelerates-as-ai-investment-climbs/ Futurum Research analyzes Amazon’s Q2 2026 earnings, focusing on AWS acceleration, AI infrastructure demand, custom silicon, agentic AI, and commerce execution. Tue, 04 Aug 2026 16:22:21 GMT Insight AI Platforms Semiconductors Enterprise Software Cloud & Infrastructure advertising Agentic AI AI Amazon AWS Bedrock Cloud Earnings ecommerce Graviton trainium