Company news from The Futurum Group, and the research announcements that go out with new Futurum Intelligence data.
20 results
Nick Patience, VP & AI Practice Lead at Futurum, notes Managed inference hit 58.6% of AI platforms infrastructure in CY2025 and scales to 71.7% by CY2030, structurally inverting the 74/26 training split of CY2022.
Brendan Burke, Research Director at Futurum, shares findings from new research showing the data center semiconductor market surging to $1.2 trillion by 2030, as agentic AI inference reaches 45% of all chip revenue and reshapes vendor roadmaps.
Nick Patience, VP & AI Practice Lead at Futurum, reveals key findings: Google and AWS reach Elite status in the new Futurum Signal report, defined by proprietary silicon, inference economics, and advanced agentic infrastructure capabilities.
Futurum Research’s 1H 2026 data center semiconductor survey of 824 enterprise decision makers finds 52.3% of model-serving compute now goes to reasoning models, 54.0% describe their AI workload as balanced between training and inference, and tokens per watt has emerged as the primary productivity…
Brendan Burke, Research Director at Futurum, explores how declining launch costs and rising terrestrial power bottlenecks could make orbital data centers a $1 trillion market by 2030.
Brendan Burke, Nick Patience, and Olivier Blanchard, Analysts at Futurum, share their insights on how the power generation gap for AI data centers is forcing a permanent shift to off-grid power and high-efficiency hardware to sustain the AI infrastructure sprint.
Fernando Montenegro at Futurum explores how the rise of AI factories mandates a shift toward hardware-enforced security and validated reference architectures to protect intelligence workloads without degrading GPU performance.
Brendan Burke, Research Director at Futurum, unpacks the drivers of the CPU shortage in the data center market. Demand for agentic AI accelerated hyperscaler procurement of CPUs, leading to a favorable long-term growth outlook.
Brendan Burke, Research Director at Futurum, analyzes new survey data that enterprise spending on XPUs, a diverse set of AI-specialized accelerators, will outpace GPUs in 2026.
Ray Wang, Research Director for Semiconductors, Supply Chain, and Emerging Technology, shares insights on Futurum’s new Silicon Tracker dataset, aiming to help industry leaders understand the AI hardware supply chain.
Ray Wang, Research Director for Semiconductors, Supply Chain, and Emerging Technology at Futurum, shares the key findings and insights from the newly launched 2H 2025 Data Center Semiconductor Decision Maker Survey and Q2 2025 Data Center Spot Check Report.
Ray Wang, Research Director for Semiconductors, Supply Chain, and Emerging Technologies, and Nick Patience, VP & AI Practice Lead at Futurum, share their perspectives on the broad impacts of the recent Intel–NVIDIA partnership across the semiconductor supply chain.
Ray Wang, Research Director at Futurum, shares insights on advanced packaging for AI accelerators, including development, adoption timelines, and real-world use cases.
Ray Wang, Research Director of Semiconductors, Supply Chain, and Emerging Tech at Futurum, reveals key findings from comprehensive data center semiconductor market research forecasting the global data center semiconductor market to surge to reach $583B in 2029 with a 21.6% CAGR.
Ray Wang, Research Director for Semiconductors, Supply Chain, and Emerging Technology at Futurum, shared his analysis on why NVIDIA became the first company to reach a 4 trillion market cap, and the outlook of the company in the near future.
Olivier Blanchard, Research Director at Futurum, zooms in on new types of AI PC dubbed “AI developer workstations,” and explains how these new high-performance AI PCs, which pack AI workload capabilities generally only available in data centers into desktop and deskside form factors, are…
Nick Patience at Futurum shares insights on NVIDIA’s European AI sovereignty expansion, including 20 AI factories, strategic government partnerships, and industrial transformation initiatives reshaping Europe’s AI
Brad Shimmin, VP Data & Analytics at The Futurum Group shares insights on NVIDIA GTC 2025, focusing on the new AI Data Platform and partner efforts to accelerate agentic AI through optimized data infrastructure for complex workloads.
Nick Patience, Vice President & AI Practice Lead at The Futurum Group, examines how NVIDIA is transforming from being a chip manufacturer to a foundational infrastructure provider as Jensen Huang unveils a four-year product roadmap and vision for AI factories.
Richard Gordon, VP & Practice Lead for Semiconductors at Futurum Group, analyses the 4Q 2024 market for AI Chipsets in data Centers which saw another quarter of sequential growth driven by surging demand for high-performance AI compute solutions.