Category: Data Center

Teradyne Q2 FY 2026 Doubles Semiconductor Test Revenue on AI Compute and Memory Demand
August 5, 2026

Teradyne Q2 FY 2026 Doubles Semiconductor Test Revenue on AI Compute and Memory Demand

Brendan Burke, Research Director at Futurum, reviews Teradyne's Q2 FY 2026 earnings, record AI-driven semiconductor test demand, and a Q3 outlook beat....
Amazon Q2 2026 AWS Momentum Accelerates as AI Investment Climbs
August 5, 2026

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....
Backblaze Q2 FY 2026 CoreWeave Deal Strengthens AI Storage Position
August 5, 2026

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....
Arm Q1 FY 2027: Data Center Royalties Strengthen as AGI CPU Gains Traction
August 5, 2026

Arm Q1 FY 2027: Data Center Royalties Strengthen as AGI CPU Gains Traction

Futurum Research analyzes Arm’s Q1 FY 2027 earnings, focusing on data center royalties, AGI CPU demand, edge AI growth, and smartphone royalty pressure....
Qualcomm Q3 FY 2026: Automotive Growth Offsets Handset Weakness
August 5, 2026

Qualcomm Q3 FY 2026: Automotive Growth Offsets Handset Weakness

Futurum Research analyzes Qualcomm’s Q3 FY 2026 earnings, focusing on handset pressure, automotive growth, and the data center ramp....
Equinix Q2 FY 2026: Enterprise AI Fuels the Next Phase of Data Center Growth
August 5, 2026

Equinix Q2 FY 2026: Enterprise AI Fuels the Next Phase of Data Center Growth

Futurum Research analyzes Equinix Q2 FY 2026 earnings, focusing on AI infrastructure demand, interconnection growth, capacity expansion, and raised guidance....
Ingram Micro Q2 FY 2026: Xvantage Strengthens the AI Distribution Model
August 5, 2026

Ingram Micro Q2 FY 2026: Xvantage Strengthens the AI Distribution Model

Futurum Research analyzes Ingram Micro’s Q2 FY 2026 earnings, focusing on AI infrastructure, cloud growth, Xvantage adoption, and channel consolidation....
NXP Q2 FY 2026 AI at the Edge Strengthens Automotive and Industrial Demand
August 5, 2026

NXP Q2 FY 2026: AI at the Edge Strengthens Automotive and Industrial Demand

Futurum Research analyzes NXP’s Q2 FY 2026 earnings, focusing on software-defined vehicles, physical AI, and data center control-plane growth....
Microsoft Q4 FY 2026: AI Demand Accelerates Azure and Enterprise Growth
August 5, 2026

Microsoft Q4 FY 2026: AI Demand Accelerates Azure and Enterprise Growth

Futurum Research analyzes Microsoft’s Q4 FY 2026 earnings, focusing on Azure growth, Copilot adoption, agent platforms, and FY 2027 cloud guidance....
Alphabet Q2 FY 2026: Google Cloud Leads Growth Amid Rising AI Investment
August 5, 2026

Alphabet Q2 FY 2026: Google Cloud Leads Growth Amid Rising AI Investment

Futurum Research analyzes Alphabet’s Q2 FY 2026 earnings, focusing on cloud AI demand, Gemini adoption, Search monetization, and rising AI infrastructure spending....
WEKA Engineers the AI Chassis to Conquer the Inference Power Paradox
August 5, 2026

WEKA Engineers the AI Chassis to Conquer the Inference Power Paradox

Brad Shimmin, VP and Practice Lead at Futurum, shares his insights on WEKA’s launch of the WEKApod 3 appliances and NeuralMesh 6 software. By taking total control of its hardware...
Texas Instruments Q2 FY 2026 Earnings Climb on Broad-based Analog Growth
August 5, 2026

Texas Instruments Q2 FY 2026 Earnings Climb on Broad-based Analog Growth

Brendan Burke, Research Director at Futurum, reviews Texas Instruments' Q2 FY 2026 earnings, the broad industrial recovery, doubling data center revenue, and automotive re-acceleration....

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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