Research notes and analysis from the Futurum practice areas.
4 results
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.
Futurum Research analyzes Broadcom’s Q3 FY 2026 earnings, focusing on AI custom silicon demand, networking growth, and Q4 FY 2026 guidance.
Brad Shimmin, Vice President and Practice Lead at The Futurum Group, analyzes Broadcom’s VMware Tanzu Platform updates at VMware Explore 2026, covering deny-by-default agent runtimes, AI-ready data foundations, and TrueSource OSS security.
Brendan Burke, Research Director at Futurum, shares his insights on Marvell’s Google warrant, what the deal does to Marvell’s XPU outlook, and why the TPU stack now has contracted sockets for a second custom silicon partner alongside Broadcom.