Market CoverageAnderon Finalizes $1 Billion CHIPS Award. Who Buys Quantum Wafers Besides IBM?Brendan Burke, Research Director at Futurum, shares insights on Anderon's finalized $1 billion CHIPS award and whether its quantum wafer manufacturing can build a customer base beyond its parent, IBM.Brendan Burke·September 22, 2026
Market CoverageCan the IBM/Arm Dual Architecture Processor Align the Mainframe With the Agentic CPU Market?Brendan Burke, Research Director at Futurum, shares insights on IBM’s native Arm mainframe design and the execution tests that remain before deployment.Brendan Burke·September 14, 2026
Market CoverageRapidus’ 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
Analyst InsightAutonomy Over Analytics: The Read-Write Decree Rewiring Enterprise Data PlatformsBrad Shimmin, VP & Practice Lead at Futurum, reveals findings from the new Data Intelligence Platforms Signal report, highlighting how read-write AI agents and transactional execution realigned competitive market standings.Brad Shimmin·August 28, 2026
Analyst InsightWhy AI Learned to Attack Before It Learned to DefendFernando Montenegro, VP & Practice Lead at Futurum, shares his insights on how offensive AI succeeds because it’s easier to verify than defensive security, shifting the need for vendors to sell proof of exploitability over volume.Fernando Montenegro·August 24, 2026
Market CoverageIBM Links Modular Cryogenic Systems. Is the Fridge Quantum’s Real Bottleneck?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·August 20, 2026
Signal ReportData Intelligence Platforms – Futurum SignalThe Data Intelligence Platform market is undergoing its most consequential shift since the move to cloud data warehousing, as enterprise AI matures from read-only copilots into read-write autonomous agents that plan, negotiate, and execute transactions across business systems without continuous…August 19, 2026
Market CoverageIBM and Together AI: Did IBM Cloud Just Become a Neocloud?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·August 17, 2026