Research notes and analysis from the Futurum practice areas.
Futurum’s Guy Currier finds OCP Global Summit 2026 put three trends on stage: the overlooked time-to-online bottleneck, grid-to-chip convergence moving into standards, and heterogeneity deep enough to make compliance the buyer’s lever.
Futurum Research analyzes Intel’s Q3 FY 2026 earnings, examining Xeon demand, PC purchasing constraints, and foundry execution as manufacturing capacity shapes its AI opportunity.
Brendan Burke, Research Director at Futurum, examines Intel's reported $2.3 billion acquisition of Classiq, the quantum software company whose enterprise customer base gives Intel the demand signal across every qubit modality.
Brendan Burke, Research Director at Futurum, sizes the 2030 server CPU market at $246 billion, two-thirds of it agentic. Scored against Microsoft Azure’s fleet data, NVIDIA Vera is best aligned, and Intel, Arm, and AMD each hold a piece it lacks.
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 Intel’s upsized $20 billion stock offering matches the cost of tooling one 14A fab shell, and which WFE suppliers capture the orders.
