Futurum’s Nick Patience and Brendan Burke examine why IonQ’s acquisition of SkyWater signals that fault-tolerant quantum computing is now a manufacturing and supply-chain challenge, not just a physics one....
Brendan Burke, Research Director at The Futurum Group, examines Jensen Huang’s view of AI as the largest infrastructure buildout in human history and why value is shifting to the application...
Brendan Burke, Research Director at Futurum, analyzes Microsoft’s custom Maia 200 architecture and market position. The accelerator supports reinforcement learning with low-precision formats and deterministic networking....
Brendan Burke, Research Director at The Futurum Group, explains how SPIE Photonics West 2026 revealed that scaling co-packaged optics depends on cross-domain engineering, thermal materials, and manufacturing testing....
Brendan Burke, Research Director at Futurum, analyzes new survey data that enterprise spending on XPUs, a diverse set of AI-specialized accelerators, will outpace GPUs in 2026....
Brendan Burke, Research Director at Futurum, explores how Tesla’s dual-foundry strategy for its AI5 chip enables record production scale and could make multi-foundry production the new standard for AI silicon....
Brendan Burke, Research Director at Futurum, evaluates GlobalFoundries’ acquisition of Synopsys’ Processor IP to lead in specialized silicon for Physical AI. Synopsys pivots to a neutral ecosystem strategy, prioritizing foundation...
Brendan Burke, Research Director at Futurum, analyzes the groundbreaking integration of NVIDIA NVLink Fusion into SiFive’s RISC-V IP, a move that signals the end of the proprietary CPU’s stranglehold on...
The need for edge AI inference is being met by QAI Moon, a new joint venture formed by Moonshot Energy, QumulusAI, and IXP.us to pair carrier-neutral internet exchange points with...
Brendan Burke, Research Director at Futurum, shares his insights on the unveilings of NVIDIA’s Rubin platform and AMD’s Helios platform at CES. These reveals emphasize that fast access to storage...
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