Intel Q3 FY 2026: Xeon Demand Tests Supply as PC Spending Weakens
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.
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Research notes and analysis from the Futurum practice areas.
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Can Classiq Make Intel the Cadence of Quantum Computing?
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.
The $246 Billion CPU Opportunity’s Winning Chip Has Not Been Designed Yet
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.
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.
Is Intel’s $20 Billion Stock Offering Enough to Tool a 14A Fab?
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.