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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What it sells: 10 offerings in 2 buy motions. Subscribe — standing access (subscribe). Commission — built for you (commission).

Group companies: Futurum Intelligence Platform, ETR, Signal65, Futurum Equities, Six Five Media, Tech Field Day, Techstrong Group, VisibleImpact.

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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 CompanyAMD 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

AMD Q2 FY 2026 EPYC and Helios Fuel the Next AI Growth Phase

AMD Q2 FY 2026: EPYC and Helios Fuel the Next AI Growth Phase

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.

Brendan BurkeAugust 7, 2026