InsightAI Infra Summit 2026 – Can Optics Break the AI Power Wall by 2028?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·September 22, 2026
InsightRapidus’ IIM-1 Fab Construction is Completed. Will Cadence Make It the First Agentic Foundry?Rapidus’ IIM-1 fab completes construction in Chitose, leveraging Cadence Innostack AI Super Agent for its Raads platform and IBM 2nm transistor IP to compete with TSMC, Intel, and Samsung in inference accelerator production.Brendan Burke·August 31, 2026
InsightSynopsys, Cadence, and Siemens Take Agentic Chip Design Autonomous at DACBrendan 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·August 6, 2026