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
InsightCerebras CS-4 Makes the Rack the New Chip by Doubling Power and Tripling WafersBrendan 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·August 20, 2026