Research notes and analysis from the Futurum practice areas.
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Brendan Burke, Research Director at Futurum, shares insights on Anderon's finalized $1 billion CHIPS award and whether its quantum wafer manufacturing can build a customer base beyond its parent, IBM.
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 Lattice Mach-N2's full CNSA 2.0 compliance and integrated flash extend the secure control FPGA lead as the post-quantum procurement gate nears.
Ricoh's $39,000 per square meter Atsugi facility investment doubles inkjet head production by 2028, positioning channel partners to capitalize on industrial printing's 36% CAGR growth.
Brendan Burke, Research Director at Futurum, examines the SiFive and AMD ROCm demonstration on BigSky, why both GPU software ecosystems reached the RISC-V server within three weeks, and what Instinct-scale validation still requires.
Brendan Burke, Research Director at Futurum, examines Micron appointment of Deirdre Hanford to lead Micron Research Labs, signaling a strategic pivot toward design tools, base dies, and co-design as the next frontier in memory scaling.
Brendan Burke, Research Director at Futurum, shares his insights on AMD's MLPerf Inference 6.1 results and why ROCm's measured rate of improvement under a six-week release cadence is now AMD's most important competitive number.
EY's 2026 report reveals a critical gap: 94% of supply chain executives are transforming with AI, yet only 9% have embedded changes operationally, and just 37% report measurable impact despite increased spending.
Kinaxis addresses the persistent enterprise challenge where only 12% of supply chain leaders consider themselves AI leaders. At Kinexions EMEA 2026, the company showcases how its Maestro platform and agentic AI capabilities deliver operational.
Brendan Burke, Research Director at Futurum, analyzes how Arm's Agentic AI strategy is expanding by launching CSS for Mobile 2, Neoverse CSS N4, and Arm Total Design for robotics.
Olivier Blanchard, research Director at Futurum, breaks down Qualcomm’s Dragonwing Q-2390 and IQ-2390 edge AI chips, which debuted at IFA Berlin, and what they signal about Qualcomm’s push beyond smartphones.
Brendan Burke, Research Director at Futurum, examines d-Matrix’s integration of Raptor inference XPUs into NVIDIA MGX racks via NVLink Fusion, testing if 3D-DRAM architecture outperforms Groq’s SRAM-based LPX.
Brendan Burke, Research Director at Futurum, shares insights on IBM’s native Arm mainframe design and the execution tests that remain before deployment.
Brendan Burke, Research Director at Futurum, shares his insights on how NVIDIA Groq 3 LPX strengthens Vera Rubin and what cloud providers must prove before faster tokens support premium pricing.
Brendan Burke, Research Director at Futurum, shares insights on NVIDIA Vera CPU adoption across Grok and Starmind and the evidence required to validate orbital AI computing.
CISA and the G7 prioritize post-quantum cryptography now, not later. Red River’s Quantum Cryptography Accelerator directly addresses their five key areas and counters the “harvest now, decrypt later” threat.
Motive’s $1.3B funding round from General Catalyst positions Physical AI as the solution to enterprise supply chain challenges, with focus on collision prevention and downtime reduction across 100,000 customers.
Futurum’s Daniel Newman shares his insights on why quantum’s next phase is an industrialization race, why the SkyWater acquisition puts IonQ in the top echelon, and why the bet still has to be proven.
Qualcomm announced a multi-generation collaboration with AWS covering customized silicon for AI inference and optical connectivity solutions extending up to 1.6T.
Futurum Research analyzes Dell Technologies’ Q2 FY 2027 earnings, focusing on AI server backlog, infrastructure demand, storage pull-through, and FY 2027 guidance.