Alex Smith and Brendan Burke share their insights on how Ecolab's $4.75 billion acquisition of CoolIT is a cross-industry move that reshapes the competitive landscape for data center liquid cooling....
Brendan Burke, Research Director at Futurum, shares insights on how Supermicro's export crisis creates a GPU allocation opening for Dell and HPE, reshaping the AI server competitive landscape post-NVIDIA GTC...
Brendan Burke, Research Director at Futurum, breaks down NVIDIA GTC 2026 Day 1, highlighting the NVIDIA Vera Rubin platform, the $27B Nebius-Meta deal, and how partners like HPE and Micron...
Futurum Research analyzes HPE’s Q1 FY 2026 earnings, focusing on networking-for-AI demand, memory-driven supply constraints, Juniper integration progress, and what the updated outlook implies for FY 2026 execution....
Futurum Research analyzes HPE’s Q4 FY 2025 results, highlighting networking-led margin resiliency, AI server order momentum, and GreenLake ARR growth....
In our latest market brief, From Potential to Production: Accelerating Enterprise AI Through a Collaborative Partner Ecosystem, completed in partnership with Hewlett Packard Enterprise (HPE), Futurum Research examines how a...
Alex Smith, VP at Futurum, explores how established tech companies are resurging, detailing big tech performance and shifts in cloud power balance fueled by AI infrastructure and strategic pivots....
Antonio Neri, CEO at HPE, and his team join Diana Blass to share their insights on how HPE is revolutionizing the integration of AI across industries with its comprehensive infrastructure,...
Fernando Montenegro, VP & Practice Lead for Cybersecurity & Resilience at Futurum, examines HPE’s Q3 FY 2025 results, where record revenue, Juniper integration, and AI-driven momentum position the company for...
Ray Wang, Research Director at Futurum, shares insights on NVIDIA RTX PRO 6000 Blackwell-powered 2U servers from top OEMs, delivering AI acceleration, efficiency gains, and broad workload support for enterprise...
On episode 266 of The Six Five Pod, Patrick Moorhead and Daniel Newman dive into the latest tech news and trends. They discuss OpenAI's talent poaching by Meta, the impact...
Fernando Montenegro, Vice President and Practice Lead, Cybersecurity & Resilience at Futurum, analyzes HPE's acquisition of Juniper Networks, combining comprehensive networking portfolios across enterprise and service provider markets....
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