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
Research ReportHow Intel 18A-P Transistor Breakthroughs Shape Diamond Rapids CPU DesignIn our latest thought leadership brief, Intel 18A-P Transistor Breakthroughs Shape Diamond Rapids CPU Design, completed in partnership with Intel, The Futurum Group examines the silicon-validated data behind Intel’s 18A-P process and what it means for Diamond Rapids, Intel’s next-generation Xeon…Brendan Burke·August 24, 2026
InsightIs Intel’s $20 Billion Stock Offering Enough to Tool a 14A Fab?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.Brendan Burke·August 11, 2026
Research ReportRunning Virtualization, Kubernetes, and AI at ScaleIn this Market Report, Running Virtualization, Kubernetes, and AI at Scale, completed in partnership with Dell Technologies, Intel, and Red Hat, Futurum Research examines how enterprises can operate diverse platforms consistently at scale, with a focus on automation, lifecycle discipline, and…Mitch Ashley·February 3, 2026
Research ReportWhy Lenovo Smart Manufacturing Solutions Are Ready to Drive AI-enabled TransformationThe Futurum Group’s latest research report, Why Lenovo Smart Manufacturing Solutions Are Ready to Drive AI-enabled Transformation , completed in partnership with Lenovo and Intel, explores why smart manufacturing solutions offer significant advantages in today’s competitive landscape.January 31, 2025
Research ReportIntel AI Everywhere: Ready to Transform the AI EcosystemIn our latest research brief, Intel AI Everywhere: Ready to Transform the AI Ecosystem, we analyze why Intel is perfectly suited to pace the AI Everywhere proposition.Daniel Newman·June 17, 2024