Category: Data Center

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....
Amazon Q2 2026 AWS Momentum Accelerates as AI Investment Climbs
August 4, 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....
Equinix's Upcoming Investor Conferences: A Strategic Opportunity for Growth
August 4, 2026

Equinix’s Upcoming Investor Conferences: A Strategic Opportunity for Growth

Equinix announces participation in two major investor conferences this month, deploying a deliberate conference strategy to align Wall Street perception with its ambitious capacity-doubling goal and strong Q3 2025 bookings...
Teradyne Q2 FY 2026 Doubles Semiconductor Test Revenue on AI Compute and Memory Demand
August 3, 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....
Ingram Micro Q2 FY 2026: Xvantage Strengthens the AI Distribution Model
August 3, 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....
Equinix Q2 FY 2026: Enterprise AI Fuels the Next Phase of Data Center Growth
August 3, 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....
Qualcomm Q3 FY 2026: Automotive Growth Offsets Handset Weakness
August 3, 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....
Arm Q1 FY 2027: Data Center Royalties Strengthen as AGI CPU Gains Traction
August 3, 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....
Is Cooling-Defined Infrastructure the Future of AI Data Centers?
August 2, 2026

Is Cooling-Defined Infrastructure the Future of AI Data Centers?

UNICOM Engineering and Fourier deploy 600+ megawatts of modular liquid-cooled AI infrastructure as the intelligent devices market surges from $7.1B to $123.6B by 2030....
Microsoft Q4 FY 2026: AI Demand Accelerates Azure and Enterprise Growth
July 31, 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....
Jacobs' Clean Transit Initiative: A Major shift for Urban Mobility?
July 30, 2026

Jacobs’ Clean Transit Initiative: A Major shift for Urban Mobility?

Jacobs Solutions won a major contract to deliver EV charging infrastructure for the 2028 LA Olympics, testing AI-driven governance at Olympic scale and positioning the company at the forefront of...
NXP Q2 FY 2026 AI at the Edge Strengthens Automotive and Industrial Demand
July 30, 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....

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The vision behind everything in Futurum’s Custom Research practice is this: research should show you what is happening, what comes next, and what to do about it. It should be personal to each audience, easy for people to grasp, and structured so LLMs can reason over it accurately. And it should be fast and turnkey; you want answers now, not another project to carry for quarters.

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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