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Category: Data Center

Broadcom Q2 FY 2025 Sees Record Revenue, Solid AI and Software Growth
Olivier Blanchard
Olivier Blanchard & Daniel Newman
,

Broadcom Q2 FY 2025 Sees Record Revenue, Solid AI and Software Growth

VMware-Led Software Sales and AI Chips Powered 20% YoY Topline Growth in Q2 FY 2025
Olivier Blanchard and Daniel Newman, at Futurum, explore Broadcom’s strong Q2 FY2025 earnings driven by robust growth in AI networking, VMware-led infrastructure software, and strategic acceleration of custom AI chip deployments.
HPE Q2 FY 2025 Revenue Tops Estimates on Server and Cloud Gains
Fernando Montenegro
Fernando Montenegro
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HPE Q2 FY 2025 Revenue Tops Estimates on Server and Cloud Gains

Q2 Results Driven by Improved Server Execution, GreenLake Gains, and Cost Actions
Fernando Montenegro and Krista Case at Futurum examine HPE’s Q2 FY 2025 results, with improved server execution, AI systems traction, and hybrid cloud strength driving upside despite margin pressure and macro headwinds.
Marvell Q1 FY 2026 Results Driven by Custom Silicon and Data Center Momentum
Olivier Blanchard
Olivier Blanchard
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Marvell Q1 FY 2026 Results Driven by Custom Silicon and Data Center Momentum

Strong AI Demand and Growth in Electro-Optics and Custom Silicon Drive 63% YoY Revenue Surge
Olivier Blanchard, Research Director at Futurum, unpacks Marvell’s Q1 FY 2026 results, where strong AI demand, custom silicon ramp, and electro-optics gains fuel data center momentum amid cautious sentiment on margin delivery.
Dell Q1 FY 2026: Robust AI Server Sales, Guidance Lift Despite EPS Miss
Olivier Blanchard
Olivier Blanchard & Daniel Newman
,

Dell Q1 FY 2026: Robust AI Server Sales, Guidance Lift Despite EPS Miss

Record $6.3 Billion in Server Sales and $12.1 Billion in AI Orders Support Full-Year EPS Upgrade
Olivier Blanchard and Daniel Newman of Futurum explore how Dell’s record AI server momentum and rising backlog are fueling its infrastructure lead, even as consumer softness delays broader PC refresh tailwinds.
NVIDIA Q1 FY 2026 Revenue Jumps 69% Despite China Export Setback
Olivier Blanchard
Olivier Blanchard & Daniel Newman
,

NVIDIA Q1 FY 2026 Revenue Jumps 69% Despite China Export Setback

Strong Blackwell Demand Offsets H20 Restrictions as NVIDIA Delivers Solid Q1 Results
Olivier Blanchard and Daniel Newman at Futurum analyse NVIDIA’s Q1 FY 2026 results. Despite a $4.5 billion export hit, Blackwell-fueled data center and gaming momentum underscores NVIDIA’s dominant position in the AI infrastructure race.
NetApp Q4 FY 2025 Results Show Record Margins, Cloud and Flash Momentum
Krista Case
Krista Case
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NetApp Q4 FY 2025 Results Show Record Margins, Cloud and Flash Momentum

Growth in Flash ARR and Cloud Services Positions NetApp for AI-Aligned Momentum in FY 2026
Krista Case, Research Director at Futurum, examines how NetApp’s record Q4 margins, all-flash growth, and AI reference wins position the company for resilient performance and continued enterprise.
Can Dell Challenge Public Cloud AI with Its Expanded AI Factory?
Olivier Blanchard
Olivier Blanchard
,

Can Dell Challenge Public Cloud AI with Its Expanded AI Factory?

Dell Strengthens AI Leadership With Infrastructure, Edge Inferencing, Partner Solutions, and Energy-Efficient Cooling Across Its AI Factory Offerings
Olivier Blanchard, Research Director at Futurum, shares insights on Dell’s expanded AI Factory offerings, including infrastructure, AI PCs, and partner solutions aimed at making enterprise AI more scalable and energy-efficient.
Make an AI-Ready Data Center With Help From Juniper
Alastair Cooke
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Make an AI-Ready Data Center With Help From Juniper

Juniper Networks Showed AI Network Design, Implementation, and Operation at AI Infrastructure Field Day
Alastair Cooke, Tech Field Day Event Lead at Futurum, shares his insights on the Juniper Networks presentation at AI Infrastructure Field Day. Intent-based design and deployment using Apstra delivers 800 GB Ethernet for GPUs, storage, and front-end access, making an AI-ready Data Center.
Qualcomm’s Arm-Based Data Center CPUs To Smoothly Integrate With NVIDIA
Olivier Blanchard
Olivier Blanchard
,

Qualcomm’s Arm-Based Data Center CPUs To Smoothly Integrate With NVIDIA

Qualcomm Re-Enters the Data Center Market with Arm-Based CPUs Designed to Interface with NVIDIA AI Infrastructure
Olivier Blanchard, Research Director at Futurum, explores Qualcomm’s re-entry into the data center market with Arm-based CPUs designed to integrate with NVIDIA’s AI infrastructure, marking a strategic pivot from its past efforts.
Coherent Q3 FY 2025 Delivers Record Revenue Led by Strength in AI Infrastructure
Olivier Blanchard
Olivier Blanchard
,

Coherent Q3 FY 2025 Delivers Record Revenue Led by Strength in AI Infrastructure

Gross Margin Gains and Datacenter Momentum Support Coherent’s Record Quarterly Performance
Olivier Blanchard, Research Director at Futurum, shares insights on Coherent’s record Q3 FY 2025 results, driven by strong AI datacenter momentum, next-gen optical product launches, and the upcoming commercialization of its OCS platform.
AMD Q1 FY 2025 Financial Results Highlight AI-Led Growth Across Core Segments
Olivier Blanchard
Olivier Blanchard & Daniel Newman
,

AMD Q1 FY 2025 Financial Results Highlight AI-Led Growth Across Core Segments

Strong EPYC and Instinct Demand Drive 36% YoY Growth; Data Center Revenue Up 57%
Olivier Blanchard and Daniel Newman at Futurum break down AMD’s Q1 FY 2025 earnings, highlighting EPYC and Instinct-driven Data Center growth, record Ryzen ASPs, and how AI momentum is powering AMD’s performance despite China export curbs.
Microsoft Q3 FY 2025 Earnings Beat on Strong Cloud and AI Services Growth - Market Coverage-Earnings
Keith Kirkpatrick & Daniel Newman
,

Microsoft Q3 FY 2025 Earnings Beat on Strong Cloud and AI Services Growth

Azure Grew 33% YoY, Adding 16 Points From AI Services; The Operating Margin Expanded by 100 bps
Keith Kirkpatrick and Daniel Newman of The Futurum Group analyze Microsoft’s Q3 FY 2025 results, with Azure growth, expanding AI workloads, and broad enterprise traction driving stronger-than-expected performance across segments.
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