Research notes and analysis from the Futurum practice areas.
28 results · page 1 of 2
Wayve and Mercedes-Benz will integrate Wayve AI Driver into premium vehicles within two years, marking the first generalized AI driving system in luxury cars and establishing Wayve as a scalable AI infrastructure provider.
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, 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.
Olivier Blanchard, Research Director at Futurum, breaks down Apple’s newly confirmed iPhone Duo pricing and specs, the delayed base iPhone 18, and what CEO John Ternus debut keynote signals about Apple’s strategy.
Futurum Research analyzes Dell Technologies’ Q2 FY 2027 earnings, focusing on AI server backlog, infrastructure demand, storage pull-through, and FY 2027 guidance.
Wayve and Uber launched the UK’s first supervised autonomous ride-hailing service in London on September 3, 2026, with over 140,000 riders opted in, validating Wayve’s AI-native architecture.
Futurum Research analyzes HP’s Q3 FY 2026 earnings, focusing on PC mix, AI PC demand, memory cost pressure, and guidance.
Brendan Burke and Olivier Blanchard, Research Directors at Futurum, share their insights from NXP Tech Days Silicon Valley, where reference designs from humanoid hands to a four-board MCX A5 networking demo gave NXP’s neural axis architecture production weight.
Brendan Burke and Olivier Blanchard, Research Directors at Futurum, share their insights on why NXP’s MCX A5, the first MCU to combine a 10BASE-T1S digital PHY, topology discovery, and post-quantum cryptography, gives industrial defenders a head start on agentic attacks.
Wayve appoints Apple’s Alex Toshev as Research Director to lead general robotics intelligence team, marking strategic expansion from autonomous driving into broader Physical AI applications across robot manipulation and mobility.
Futurum Research analyzes Lenovo’s Q1 FY 2027 earnings, focusing on AI infrastructure growth, AI PCs, services momentum, and guidance.
Google’s Pixel 11 series features the Tensor G6 chip, delivering advanced AI and enhanced photography. Starting at $899, these devices redefine smartphones through personalized AI and superior camera performance.
Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices with Futurum, analyzes ASUS Q2 FY 2026 earnings, focusing on AI server revenue doubling, and how agentic AI compute positions the company for a multi-year AI cycle.
Olivier Blanchard, Research Director at The Futurum Group shares insights on whether Samsung Flex Titanium can reduce crease visibility without creating new foldable compromises.
Brendan Burke, Research Director at Futurum, analyzes Silicon Labs’ Q2 FY 2026 earnings, focusing on sequential margin gains, the 22nm Series 3 up-market pivot, multi-protocol strategy, edge AI, and the pending Texas Instruments acquisition.
Brendan Burke, Research Director at Futurum, shares his insights on 100 days that put Blaize, CoreWeave, NVIDIA, Nokia, Firmus, and Indosat on Indonesia’s sovereign AI map, and the generation-plus-distribution model that can expand globally.
NXP’s 500,000-square-foot Malaysia expansion doubles internal test capacity, enabling DDR memory validation that differentiates i.MX processors and protects margins in the competitive edge AI market.
Nick Patience, VP and Practice Lead, AI Platforms at Futurum, examines Meta’s return to open weights with Muse Glimmer and what Mark Zuckerberg’s superintelligence letter reveals about the company’s real distribution strategy.
Brendan Burke, Research Director at Futurum, analyzes AMD’s Q2 FY 2026 earnings, focusing on Data Center growth, EPYC demand, Helios momentum, and the next phase of AI infrastructure execution.