Research notes and analysis from the Futurum practice areas.
85 results · page 3 of 5
FPT hosted Toyota Tsusho Vietnam leadership to explore chip distribution and OSAT services across Southeast Asia, positioning itself as a hardware-software integration hub in the region’s semiconductor supply chain realignment.
Brendan Burke, Research Director at Futurum, shares his insights on the Cerebras CS-4 launch and why power delivery and networking now decide whether wafer scale can serve trillion parameter models at scale.
Brendan Burke, Research Director at Futurum, shares his insights on NVIDIA’s exclusive guarantee of OpenAI’s Ohio data center at PORTS-Pike and why credit support is becoming the competitive weapon no rival chipmaker can match.
Brendan Burke, Research Director at Futurum, shares his insights on IBM’s first connected modular cryogenic systems and why the fridge, as much as the wafer fab, decides who ships a fault-tolerant quantum computer in 2029.
Brendan Burke, Research Director at Futurum, shares his insights on Marvell’s Google warrant, what the deal does to Marvell’s XPU outlook, and why the TPU stack now has contracted sockets for a second custom silicon partner alongside Broadcom.
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.
Brendan Burke, Research Director at Futurum, analyzes Applied Materials’ Q3 FY 2026 earnings, focusing on AI-driven chip equipment demand, DRAM strength, advanced packaging, and capacity visibility.
Futurum’s Brendan Burke on why a third of the $3 trillion AI data center buildout goes off-grid by 2030, and what launch, satellite hardware, and solar density must do before orbit competes on cost. From Above the Line with Shay Boloor.
Brendan Burke, Research Director at Futurum, shares his insights on the $240 million IBM and Together AI agreement and why an anchor-tenant inference cluster moves IBM Cloud to the landlord side of the GPU lease.
Brendan Burke, Research Director at Futurum, analyzes Coherent’s Q4 FY 2026 earnings, focusing on AI datacenter optics, indium phosphide capacity, CPO, NPO, and optical circuit switching.
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 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, reviews Microchip’s Q1 FY 2027 earnings, its data center exposure nearing $1 billion, and margin gains above its long-term model.
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.
Futurum Research analyzes CoreWeave’s Q2 FY 2026 earnings, focusing on AI cloud demand, managed inference growth, power expansion, and raised FY 2026 guidance.
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.
AI reliability is the top adoption challenge for 55.4% of decision makers, and Kinaxis Maestro addresses this critical accountability gap in enterprise supply chain AI implementation.