Research notes and analysis from the Futurum practice areas.
85 results · page 4 of 5
Brendan Burke, Research Director at Futurum, shares his insights on NVIDIA’s $500 billion financing platforms and how DSX reference designs turn AI compute into collateral that banks, insurers, and pension funds can underwrite.
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.
Futurum Research analyzes SiTime’s Q2 FY 2026 earnings, focusing on AI data center timing demand, Renesas timing integration, and guidance.
Motive has secured the #1 ranking on G2’s Momentum Grid for Fleet Management for eight consecutive quarters, positioning itself as the fastest-growing challenger disrupting the supply chain software market dominated by SAP and Oracle.
Brendan Burke, Research Director at Futurum, examines NVIDIA’s FMS 2026 storage push and whether openness extends NVIDIA’s platform control to the data path.
Brendan Burke, Research Director at Futurum, shares his insights on Samsung zHBM, the FMS 2026 concept that stacks memory directly on AI accelerators, and on whether V10 BV-NAND and HBM4E keep Samsung ahead in AI memory.
Brendan Burke, Research Director at Futurum, shares his insights on AMD’s Taalas acquisition and why the two-month model-to-silicon design flow, arriving alongside agentic EDA, is the asset that matters.
Brendan Burke, Research Director at Futurum, analyzes IonQ’s Q2 FY 2026 earnings, focusing on quantum platform growth, SkyWater integration, security demand, and raised FY 2026 guidance.
Brendan Burke, Research Director at Futurum, analyzes Lattice Semiconductor’s Q2 FY 2026 earnings, focusing on AI server demand, FPGA attach, AMI, and guidance.
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.
SK Hynix announces a massive 54 trillion won investment in AI memory production facilities, positioning itself at the center of the data intelligence supercycle as enterprise AI spending accelerates globally.
AI’s rapid expansion is causing execution failures in data centers, with 92% of operators facing accelerated timelines and power shortages, leading to costly delays and reworks.
Keith Kirkpatrick, Vice President & Research Director, Enterprise Software & Di at Futurum, examines how Epicor Prism’s embedded AI agents are reshaping supply chain operations for manufacturers and distributors across Australia and New Zealand thro.
Brendan Burke, Research Director at Futurum, examines how NVIDIA and AMD are driving agentic chip design at DAC 2026 through collaborations with Synopsys, Cadence, and Siemens spanning models, physics libraries, runtimes, and CPUs.
Brendan Burke, Research Director at Futurum, reviews Astera Labs’ Q2 FY 2026 earnings, record AI-connectivity revenue, and a Scorpio fabric-switch ramp set to lead the portfolio.
Brendan Burke, Research Director at Futurum, shares insights on Marvell’s FMS 2026 AI memory infrastructure launches and why CXL controller attach economics could turn memory disaggregation into a volume silicon category.
Brad Shimmin and Brendan Burke, analysts at Futurum, review Backblaze’s Q2 FY 2026 earnings, focusing on B2 Cloud Storage growth, AI infrastructure demand, and the CoreWeave agreement.
Thales launches Luna 8, a quantum-resistant hardware security module designed for AI-era enterprise workloads. The new HSM addresses NIST’s 2024 post-quantum cryptography standards, positioning Thales as a leader in enterprise data protection.
Autodesk and University of Florida launch the nation’s most advanced robotics industrialized construction lab, positioning the enterprise software leader to capture market share in a $762B industry projected to grow at 12.2% CAGR through 2031.
Futurum Research analyzes Amazon’s Q2 2026 earnings, focusing on AWS acceleration, AI infrastructure demand, custom silicon, agentic AI, and commerce execution.