Futurum Research·Analyst InsightThe $246 Billion CPU Opportunity’s Winning Chip Has Not Been Designed YetBrendan 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·October 1, 2026
Futurum Research·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
