Brendan Burke, Research Director at Futurum, analyzes Marvell's dual PCIe 6.0 and CXL 3.0 switch launches from its XConn acquisition and what they mean for the open fabric challenge to...
Tom Hollingsworth, Research Director at Futurum, examines how NVIDIA and T-Mobile are shifting AI from the cloud to the network edge, embedding intelligence directly into 5G networks to accelerate enterprise...
Brendan Burke, Research Director at Futurum, analyzes Coherent's expanded $21 billion CPO TAM disclosed at OFC 2026 and how NVIDIA's Spectrum-6 and Kyber architectures create structural demand for co-packaged optics...
Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices at Futurum, examines Acer’s FY 2025 results and multi-engine strategy signal as PCs face potential 2026 headwinds and the company expands...
Keith Kirkpatrick, VP & Research Director at Futurum, covers the key announcements from X4, Qualtric’s annual conference, and discusses the implications for the company, its competitors, and the overall CX...
Keith Kirkpatrick, VP & Research Director at Futurum, covers Salesforce’s Agentforce Sales launch, and discusses the implications for customers, prospects, and other vendors in the market....
Brad Shimmin, VP and Practice Lead at Futurum, shares insights from FabCon and SQLCon 2026 on how Microsoft is leveraging the new Database Hub and Fabric IQ to unify transactional...
Futurum Research reviews Micron Q2 FY 2026 earnings, focusing on AI-driven memory demand, HBM roadmap progress, supply constraints, and what the outlook signals for data center and edge markets....
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