Futurum, legally The Futurum Group, is a research and advisory firm based in Austin, TX. AI decision intelligence: research, benchmarks and live market signal for the people who have to choose. Coverage spans 11 practice areas.

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Practice areas: AI Platforms, Cybersecurity, Semiconductors, Data Intelligence, CIO Insights, Channel Ecosystems, Intelligent Devices, Enterprise Software, Software Lifecycle Engineering, Networking, Cloud & Infrastructure.

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Analyst Insights

Research notes and analysis from the Futurum practice areas.

2 results

2 results

Practice areaAI Platforms CompanyQualcomm AnalystBrendan Burke Clear all

AI Infra Summit 2026 – Can Optics Break the AI Power Wall by 2028?

AI 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 BurkeSeptember 22, 2026

Qualcomm Lands $60 Billion Custom Silicon and 1.6T Optics Deal with AWS, Backed by a $4 Billion Warrant

Market Coverage

Qualcomm Lands $60 Billion Custom Silicon and 1.6T Optics Deal with AWS, Backed by a $4 Billion Warrant

Qualcomm announced a multi-generation collaboration with AWS covering customized silicon for AI inference and optical connectivity solutions extending up to 1.6T.

Brendan BurkeSeptember 9, 2026