Research notes and analysis from the Futurum practice areas.
44 results · page 1 of 3
Brendan Burke, Research Director at Futurum, shares insights on Anderon's finalized $1 billion CHIPS award and whether its quantum wafer manufacturing can build a customer base beyond its parent, IBM.
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 Lattice Mach-N2's full CNSA 2.0 compliance and integrated flash extend the secure control FPGA lead as the post-quantum procurement gate nears.
Brendan Burke, Research Director at Futurum, examines the SiFive and AMD ROCm demonstration on BigSky, why both GPU software ecosystems reached the RISC-V server within three weeks, and what Instinct-scale validation still requires.
Brendan Burke, Research Director at Futurum, examines Micron appointment of Deirdre Hanford to lead Micron Research Labs, signaling a strategic pivot toward design tools, base dies, and co-design as the next frontier in memory scaling.
Brendan Burke, Research Director at Futurum, shares his insights on AMD's MLPerf Inference 6.1 results and why ROCm's measured rate of improvement under a six-week release cadence is now AMD's most important competitive number.
Brendan Burke, Research Director at Futurum, analyzes how Arm's Agentic AI strategy is expanding by launching CSS for Mobile 2, Neoverse CSS N4, and Arm Total Design for robotics.
Brendan Burke, Research Director at Futurum, examines d-Matrix’s integration of Raptor inference XPUs into NVIDIA MGX racks via NVLink Fusion, testing if 3D-DRAM architecture outperforms Groq’s SRAM-based LPX.
Brendan Burke, Research Director at Futurum, shares insights on IBM’s native Arm mainframe design and the execution tests that remain before deployment.
Brendan Burke, Research Director at Futurum, shares his insights on how NVIDIA Groq 3 LPX strengthens Vera Rubin and what cloud providers must prove before faster tokens support premium pricing.
Brendan Burke, Research Director at Futurum, shares insights on NVIDIA Vera CPU adoption across Grok and Starmind and the evidence required to validate orbital AI computing.
Qualcomm announced a multi-generation collaboration with AWS covering customized silicon for AI inference and optical connectivity solutions extending up to 1.6T.
Rapidus’ IIM-1 fab completes construction in Chitose, leveraging Cadence Innostack AI Super Agent for its Raads platform and IBM 2nm transistor IP to compete with TSMC, Intel, and Samsung in inference accelerator production.
Brendan Burke, Research Director at Futurum, shares his insights on SiFive’s BigSky, the first enterprise-grade RISC-V server, and why CUDA head node duty for NVIDIA GPUs is the socket that matters.
Brendan Burke, Research Director at Futurum, analyzes QumulusAI’s Q2 FY 2026 earnings, focusing on direct AI compute demand, GPU fleet expansion, and capacity execution.
Brendan Burke and Olivier Blanchard, Research Directors at Futurum, share their insights from NXP Tech Days Silicon Valley, where reference designs from humanoid hands to a four-board MCX A5 networking demo gave NXP’s neural axis architecture production weight.
Brendan Burke, Research Director at Futurum, reviews Analog Devices’ Q3 FY 2026 earnings, the first $4 billion quarter, and the data center and industrial demand behind it.
Brendan Burke, Research Director at Futurum, shares his insights on Micron Research Labs, the $10 billion Boise hub, and whether ecosystem research can offset Samsung and SK hynix R&D budgets that run larger.
Brendan Burke, Research Director at Futurum, shares his insights on the Cerebras CS-4 launch and why power delivery and networking now decide whether wafer scale can serve trillion parameter models at scale.
Brendan Burke, Research Director at Futurum, shares his insights on NVIDIA’s exclusive guarantee of OpenAI’s Ohio data center at PORTS-Pike and why credit support is becoming the competitive weapon no rival chipmaker can match.