Research notes and analysis from the Futurum practice areas.
7 results
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 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 and Olivier Blanchard, Research Directors at Futurum, share their insights on why NXP’s MCX A5, the first MCU to combine a 10BASE-T1S digital PHY, topology discovery, and post-quantum cryptography, gives industrial defenders a head start on agentic attacks.
Brendan Burke, Research Director at Futurum, analyzes Silicon Labs’ Q2 FY 2026 earnings, focusing on sequential margin gains, the 22nm Series 3 up-market pivot, multi-protocol strategy, edge AI, and the pending Texas Instruments acquisition.
Brendan Burke, Research Director at Futurum, shares his insights on 100 days that put Blaize, CoreWeave, NVIDIA, Nokia, Firmus, and Indosat on Indonesia’s sovereign AI map, and the generation-plus-distribution model that can expand globally.
NXP’s 500,000-square-foot Malaysia expansion doubles internal test capacity, enabling DDR memory validation that differentiates i.MX processors and protects margins in the competitive edge AI market.
Brendan Burke, Research Director at Futurum, analyzes AMD’s Q2 FY 2026 earnings, focusing on Data Center growth, EPYC demand, Helios momentum, and the next phase of AI infrastructure execution.