Research notes and analysis from the Futurum practice areas.
Brendan Burke, Research Director at Futurum, examines Intel's reported $2.3 billion acquisition of Classiq, the quantum software company whose enterprise customer base gives Intel the demand signal across every qubit modality.
Brendan Burke, Research Director at Futurum, sizes the 2030 server CPU market at $246 billion, two-thirds of it agentic. Scored against Microsoft Azure’s fleet data, NVIDIA Vera is best aligned, and Intel, Arm, and AMD each hold a piece it lacks.
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, Research Director at Futurum, shares his insights on why Intel’s upsized $20 billion stock offering matches the cost of tooling one 14A fab shell, and which WFE suppliers capture the orders.
