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Teradyne Q4 FY 2025 Shifts the Narrative to Data Center and Physical AI
February 4, 2026
Article
Article

Teradyne Q4 FY 2025 Shifts the Narrative to Data Center and Physical AI

Brendan Burke, Research Director at Futurum, analyzes Teradyne’s Q4 2025 results, where AI-driven demand reached 60% of revenue. Record memory test growth and the strategic scaling of Physical AI in the robotics...
Accenture Bets on Palantir Momentum
February 4, 2026
Article
Article

Accenture Bets on Palantir Momentum

Alex Smith, GM Futurum Research, shares his insights on how Accenture is strategically betting on Palantir's exceptional Q4 2025 results to become the key services partner for enterprise AI and...
Xeon 6 Arrives for Workstations. Is Intel Reframing CPU Value
February 4, 2026
Article
Article

Xeon 6 Arrives for Workstations. Is Intel Reframing CPU Value?

Olivier Blanchard, Research Director at Futurum, examines Intel’s Xeon 6 workstation launch and whether core density and memory bandwidth can reshape CPU relevance in professional workloads....
Dell Scales Its Education PC Strategy. Is Rugged Hardware the Differentiator
February 4, 2026
Article
Article

Dell Scales Its Education PC Strategy. Is Rugged Hardware the Differentiator?

Olivier Blanchard, Research Director at Futurum, examines Dell’s education PC expansion and how rugged design, serviceability, and platform choice shape long-term classroom device strategies....

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