Futurum Research·Analyst InsightOCP Global Summit Unveiled Time to Online as a Newly Critical MeasureFuturum’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.Guy Currier·November 4, 2026
Futurum Research·Analyst InsightThe $246 Billion CPU Opportunity’s Winning Chip Has Not Been Designed YetBrendan 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·October 1, 2026
