Brendan Burke, Research Director at Futurum, breaks down NVIDIA GTC 2026 Day 1, highlighting the NVIDIA Vera Rubin platform, the $27B Nebius-Meta deal, and how partners like HPE and Micron...
Brendan Burke, Research Director at Futurum, examines how the AWS-Cerebras partnership deploys disaggregated inference architecture through Amazon Bedrock, pairing Trainium prefill with Cerebras decode to target industry-leading speed....
Brendan Burke, Research Director at Futurum, examines NVIDIA’s $2 billion investment in Nebius and its implications for AI cloud infrastructure, including the push toward AI factories, inference platforms, and large-scale...
Brendan Burke, Research Director at Futurum, shares his insights on Synopsys Converge 2026, where the "New Synopsys" unveiled Multiphysics-Fusion, AgentEngineer, and Ansys 2026 R1, among other announcements aimed at the...
Brendan Burke, Research Director at Futurum, examines SkyWater’s CEO letter and how it reframes mature nodes and advanced packaging as strategic infrastructure for quantum-era manufacturing....
Brendan Burke, Nick Patience, and Olivier Blanchard, Analysts at Futurum, share their insights on how the power generation gap for AI data centers is forcing a permanent shift to off-grid...
Brendan Burke, Research Director at Futurum, shares his analysis of Broadcom's 3nm Taurus BCM83640 400G/lane optical DSP and what it means for the intensifying competition with Marvell over 1.6T AI...
Brendan Burke, Research Director at Futurum, shares insights on the Applied Materials and Micron partnership to co-develop advanced materials engineering for next-generation memory scaling, and what it means for the...
Brendan Burke, Research Director at Futurum, analyzes Broadcom’s Q1 FY 2026 earnings, focusing on AI accelerator and networking momentum, expanding custom XPU programs, and VMware’s role in AI-era private cloud...
Brendan Burke, Research Director at Futurum Research, analyzes Micron's 256GB SOCAMM2 module and its role in NVIDIA's Vera Rubin AI platform, as AMD and Qualcomm explore SOCAMM adoption for agentic...
Brendan Burke, Research Director at Futurum, shares insights on NVIDIA's $4 billion investment in Coherent and Lumentum to address the emerging optical interconnect bottleneck constraining AI data center scaling amid...
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