Tag: datacenter

November 10, 2025

Coherent Q1 FY 2026 Shows Strong Datacenter & Comms Momentum

Futurum Research at Futurum analyzes Coherent’s Q1 FY 2026 results, focusing on AI datacenter transceiver adoption, six‑inch InP capacity expansion, and OCS/CPO traction that position the company for continued growth...

Futurum Research

May 13, 2025

Earnings Market Coverage

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

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...

Olivier Blanchard

August 5, 2024

Research Report

Dell APEX Cloud Platform for Red Hat OpenShift: Analysis of Operational Efficiency

In our latest Lab Insight Report, Dell APEX Cloud Platform for Red Hat OpenShift: Analysis of Operational Efficiency, completed in partnership with Dell, The Futurum Group has evaluated the impact...

<img alt='' src='https://secure.gravatar.com/avatar/e7c3639bcfbb71ed9f4ff2a54242aee8c8756cc83c7d4ee572d83f46341f0557?s=36&#038;d=mp&#038;r=g' srcset='https://secure.gravatar.com/avatar/e7c3639bcfbb71ed9f4ff2a54242aee8c8756cc83c7d4ee572d83f46341f0557?s=72&#038;d=mp&#038;r=g 2x' class='avatar avatar-36 photo' height='36' width='36' itemprop=  "image" decoding='async'/>
Russ Fellows

July 17, 2024

Research Report

A Foundation for Scalable Infrastructure: Dell + Broadcom

In our latest Lab Insight Report, A Foundation for Scalable Infrastructure: Dell + Broadcom, completed in partnership with Dell and Broadcom, we evaluate the impact of network speed on storage,...

<img alt='' src='https://secure.gravatar.com/avatar/e7c3639bcfbb71ed9f4ff2a54242aee8c8756cc83c7d4ee572d83f46341f0557?s=36&#038;d=mp&#038;r=g' srcset='https://secure.gravatar.com/avatar/e7c3639bcfbb71ed9f4ff2a54242aee8c8756cc83c7d4ee572d83f46341f0557?s=72&#038;d=mp&#038;r=g 2x' class='avatar avatar-36 photo' height='36' width='36' itemprop=  "image" decoding='async'/>
Russ Fellows

July 11, 2024

Market Coverage

Juniper 800GB Ethernet for AI Training

Alastair Cooke, CTO Advisor at The Futurum Group, shares insights from the Juniper Networks presentation at Cloud Field Day 20 on 800GB Ethernet for AI training and the Juniper AI...

<img loading="lazy" width="36" height="36" src="https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2024/02/Al-Head-2017-48x48.jpeg" class="avatar avatar-36 photo" alt="" decoding="async" srcset="https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2024/02/Al-Head-2017-48x48.jpeg 48w, https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2024/02/Al-Head-2017-120x120.jpeg 120w, https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2024/02/Al-Head-2017-150x150.jpeg 150w, https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2024/02/Al-Head-2017-70x70.jpeg 70w, https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2024/02/Al-Head-2017-74x74.jpeg 74w, https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2024/02/Al-Head-2017-300x300.jpeg 300w, https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2024/02/Al-Head-2017-100x100.jpeg 100w, https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2024/02/Al-Head-2017-24x24.jpeg 24w, https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2024/02/Al-Head-2017-96x96.jpeg 96w" sizes="(max-width: 36px) 100vw, 36px"/>
Alastair Cooke

June 4, 2024

Market Coverage

Marvell Q1 Fiscal 2025: Custom AI Silicon Plays the Starring Role

The Futurum Group’s Ron Westfall and Daniel Newman assess why Marvell’s Q1 Fiscal 2025 results show why the company is positioned solidly to meet the demands of accelerated infrastructure across...

<img loading="lazy" width="36" height="36" src="https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2023/06/Ron-Westfall-48x48.png.webp" class="attachment-36x36 size-36x36" alt="" itemprop="image" decoding="async" srcset="https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2023/06/Ron-Westfall-48x48.png.webp 48w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2023/06/Ron-Westfall-500x500.png.webp 500w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2023/06/Ron-Westfall-300x300.png.webp 300w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2023/06/Ron-Westfall-120x120.png.webp 120w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2023/06/Ron-Westfall-150x150.png.webp 150w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2023/06/Ron-Westfall-70x70.png.webp 70w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2023/06/Ron-Westfall-100x100.png 100w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2023/06/Ron-Westfall-24x24.png.webp 24w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2023/06/Ron-Westfall-96x96.png.webp 96w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2023/06/Ron-Westfall.png.webp 512w" sizes="(max-width: 36px) 100vw, 36px"/>
<img loading="lazy" width="36" height="36" src="https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2020/04/Daniel-Newman-48x48.png.webp" class="attachment-36x36 size-36x36" alt="" itemprop="image" decoding="async" srcset="https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2020/04/Daniel-Newman-48x48.png.webp 48w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2020/04/Daniel-Newman-500x500.png.webp 500w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2020/04/Daniel-Newman-300x300.png.webp 300w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2020/04/Daniel-Newman-120x120.png.webp 120w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2020/04/Daniel-Newman-150x150.png.webp 150w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2020/04/Daniel-Newman-70x70.png.webp 70w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2020/04/Daniel-Newman-100x100.png 100w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2020/04/Daniel-Newman-24x24.png.webp 24w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2020/04/Daniel-Newman-96x96.png.webp 96w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2020/04/Daniel-Newman.png.webp 512w" sizes="(max-width: 36px) 100vw, 36px"/>
Ron Westfall & Daniel Newman

April 18, 2024

Market Coverage

Equinix: Pivoting to a Digital Infrastructure Powerhouse

The Futurum Group’s Steven Dickens provides his take on Equinix's latest announcement as Equinix pivots to a digital infrastructure leader, investing in AI-ready data centers to meet growing technological demands...

<img loading="lazy" width="36" height="36" src="https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2021/06/Steven-Dickens-48x48.png.webp" class="attachment-36x36 size-36x36" alt="" itemprop="image" decoding="async" srcset="https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2021/06/Steven-Dickens-48x48.png.webp 48w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2021/06/Steven-Dickens-500x500.png.webp 500w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2021/06/Steven-Dickens-300x300.png.webp 300w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2021/06/Steven-Dickens-120x120.png.webp 120w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2021/06/Steven-Dickens-150x150.png.webp 150w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2021/06/Steven-Dickens-70x70.png.webp 70w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2021/06/Steven-Dickens-100x100.png 100w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2021/06/Steven-Dickens-24x24.png.webp 24w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2021/06/Steven-Dickens-96x96.png.webp 96w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2021/06/Steven-Dickens.png.webp 512w" sizes="(max-width: 36px) 100vw, 36px"/>
Steven Dickens

March 11, 2024

Market Coverage

Marvell Q4 and Fiscal Year 2024: AI Takes Center Stage

The Futurum Group’s Ron Westfall and Daniel Newman assess why Marvell’s Q4 and FY 2024 results are solidly positioned to drive infrastructure silicon innovation for accelerated computing throughout 2024 and...

<img loading="lazy" width="36" height="36" src="https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2023/06/Ron-Westfall-48x48.png.webp" class="attachment-36x36 size-36x36" alt="" itemprop="image" decoding="async" srcset="https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2023/06/Ron-Westfall-48x48.png.webp 48w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2023/06/Ron-Westfall-500x500.png.webp 500w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2023/06/Ron-Westfall-300x300.png.webp 300w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2023/06/Ron-Westfall-120x120.png.webp 120w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2023/06/Ron-Westfall-150x150.png.webp 150w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2023/06/Ron-Westfall-70x70.png.webp 70w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2023/06/Ron-Westfall-100x100.png 100w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2023/06/Ron-Westfall-24x24.png.webp 24w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2023/06/Ron-Westfall-96x96.png.webp 96w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2023/06/Ron-Westfall.png.webp 512w" sizes="(max-width: 36px) 100vw, 36px"/>
<img loading="lazy" width="36" height="36" src="https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2020/04/Daniel-Newman-48x48.png.webp" class="attachment-36x36 size-36x36" alt="" itemprop="image" decoding="async" srcset="https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2020/04/Daniel-Newman-48x48.png.webp 48w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2020/04/Daniel-Newman-500x500.png.webp 500w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2020/04/Daniel-Newman-300x300.png.webp 300w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2020/04/Daniel-Newman-120x120.png.webp 120w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2020/04/Daniel-Newman-150x150.png.webp 150w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2020/04/Daniel-Newman-70x70.png.webp 70w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2020/04/Daniel-Newman-100x100.png 100w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2020/04/Daniel-Newman-24x24.png.webp 24w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2020/04/Daniel-Newman-96x96.png.webp 96w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2020/04/Daniel-Newman.png.webp 512w" sizes="(max-width: 36px) 100vw, 36px"/>
Ron Westfall & Daniel Newman

February 16, 2024

Market Coverage

Equinix’s 2023 Success

The Futurum Group’s Steven Dickens reviews Equinix’s Q4 and FY 2023 earnings results, which underscore its transformative evolution from a global data center provider to a platform company....

<img loading="lazy" width="36" height="36" src="https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2021/06/Steven-Dickens-48x48.png.webp" class="attachment-36x36 size-36x36" alt="" itemprop="image" decoding="async" srcset="https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2021/06/Steven-Dickens-48x48.png.webp 48w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2021/06/Steven-Dickens-500x500.png.webp 500w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2021/06/Steven-Dickens-300x300.png.webp 300w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2021/06/Steven-Dickens-120x120.png.webp 120w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2021/06/Steven-Dickens-150x150.png.webp 150w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2021/06/Steven-Dickens-70x70.png.webp 70w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2021/06/Steven-Dickens-100x100.png 100w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2021/06/Steven-Dickens-24x24.png.webp 24w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2021/06/Steven-Dickens-96x96.png.webp 96w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2021/06/Steven-Dickens.png.webp 512w" sizes="(max-width: 36px) 100vw, 36px"/>
Steven Dickens

December 4, 2023

Market Coverage

Marvell Q3 Fiscal 2024: Datacenter Business Shines

The Futurum Group’s Daniel Newman and Ron Westfall assess why Marvell Q3 fiscal 2024 results show its portfolio is in fundamental accord with the topmost data infrastructure priorities....

<img loading="lazy" width="36" height="36" src="https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2020/04/Daniel-Newman-48x48.png.webp" class="attachment-36x36 size-36x36" alt="" itemprop="image" decoding="async" srcset="https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2020/04/Daniel-Newman-48x48.png.webp 48w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2020/04/Daniel-Newman-500x500.png.webp 500w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2020/04/Daniel-Newman-300x300.png.webp 300w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2020/04/Daniel-Newman-120x120.png.webp 120w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2020/04/Daniel-Newman-150x150.png.webp 150w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2020/04/Daniel-Newman-70x70.png.webp 70w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2020/04/Daniel-Newman-100x100.png 100w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2020/04/Daniel-Newman-24x24.png.webp 24w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2020/04/Daniel-Newman-96x96.png.webp 96w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2020/04/Daniel-Newman.png.webp 512w" sizes="(max-width: 36px) 100vw, 36px"/>
<img loading="lazy" width="36" height="36" src="https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2023/06/Ron-Westfall-48x48.png.webp" class="attachment-36x36 size-36x36" alt="" itemprop="image" decoding="async" srcset="https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2023/06/Ron-Westfall-48x48.png.webp 48w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2023/06/Ron-Westfall-500x500.png.webp 500w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2023/06/Ron-Westfall-300x300.png.webp 300w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2023/06/Ron-Westfall-120x120.png.webp 120w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2023/06/Ron-Westfall-150x150.png.webp 150w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2023/06/Ron-Westfall-70x70.png.webp 70w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2023/06/Ron-Westfall-100x100.png 100w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2023/06/Ron-Westfall-24x24.png.webp 24w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2023/06/Ron-Westfall-96x96.png.webp 96w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2023/06/Ron-Westfall.png.webp 512w" sizes="(max-width: 36px) 100vw, 36px"/>
Daniel Newman & Ron Westfall

November 10, 2022

Futurum Tech Webcast

The Challenges of Cloud Transformation and How HPE GreenLake and PwC are Working Together – HPE Executive Insights Series

In this episode of the Futurum Tech Podcast – Interview Series, part of the HPE Executive Insights Series, Futurum principal analyst Daniel Newman sits down with Darren Perks from PwC...

<img loading="lazy" width="36" height="36" src="https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2020/04/Daniel-Newman-48x48.png.webp" class="attachment-36x36 size-36x36" alt="" itemprop="image" decoding="async" srcset="https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2020/04/Daniel-Newman-48x48.png.webp 48w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2020/04/Daniel-Newman-500x500.png.webp 500w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2020/04/Daniel-Newman-300x300.png.webp 300w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2020/04/Daniel-Newman-120x120.png.webp 120w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2020/04/Daniel-Newman-150x150.png.webp 150w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2020/04/Daniel-Newman-70x70.png.webp 70w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2020/04/Daniel-Newman-100x100.png 100w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2020/04/Daniel-Newman-24x24.png.webp 24w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2020/04/Daniel-Newman-96x96.png.webp 96w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2020/04/Daniel-Newman.png.webp 512w" sizes="(max-width: 36px) 100vw, 36px"/>
Daniel Newman

August 26, 2022

Market Coverage

Marvell Sustains Impressive Market Momentum with Robust Q2 Fiscal 2023 Financial Results

Futurum’s Ron Westfall and Daniel Newman examine Marvell Technologies financial results for the second quarter of fiscal year 2023 and why they confirm Marvell as a major player across the...

<img loading="lazy" width="36" height="36" src="https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2020/04/Daniel-Newman-48x48.png.webp" class="attachment-36x36 size-36x36" alt="" itemprop="image" decoding="async" srcset="https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2020/04/Daniel-Newman-48x48.png.webp 48w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2020/04/Daniel-Newman-500x500.png.webp 500w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2020/04/Daniel-Newman-300x300.png.webp 300w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2020/04/Daniel-Newman-120x120.png.webp 120w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2020/04/Daniel-Newman-150x150.png.webp 150w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2020/04/Daniel-Newman-70x70.png.webp 70w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2020/04/Daniel-Newman-100x100.png 100w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2020/04/Daniel-Newman-24x24.png.webp 24w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2020/04/Daniel-Newman-96x96.png.webp 96w,https://stg-thefuturumgroup-dev.kinsta.cloud/wp-content/uploads/2020/04/Daniel-Newman.png.webp 512w" sizes="(max-width: 36px) 100vw, 36px"/>
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