EventsAI Infra Summit 2026 – Can Optics Break the AI Power Wall by 2028?Brendan Burke, Research Director at Futurum, shares insights from AI Infra Summit 2026, where power-capped data centers pushed vendors toward optics, near-memory silicon, and physical AI ahead of a 2028 co-packaged optics ramp.Brendan Burke·September 22, 2026
Market CoverageMarvell Attaches Across Google’s TPU Stack With a Warrant Vesting Toward $120BBrendan Burke, Research Director at Futurum, shares his insights on Marvell’s Google warrant, what the deal does to Marvell’s XPU outlook, and why the TPU stack now has contracted sockets for a second custom silicon partner alongside Broadcom.Brendan Burke·August 20, 2026
