Brendan Burke, Research Director at Futurum, examines how SiFive's $400M Series G positions RISC-V to address the AI memory wall through decoupled vector architecture and latency-hiding queues for data center...
Brendan Burke, Research Director at Futurum, examines how Intel's Terafab partnership with Tesla, SpaceX, and xAI positions Intel Foundry as a domestic advanced packaging and fabrication alternative at scale....
Brendan Burke, Research Director at Futurum, shares his analysis of Applied Materials' new GAA deposition systems and what the shift from lithography-led scaling to materials engineering means for the $115...
Brendan Burke, Research Director at Futurum, examines Anthropic TPU expansion with Google and Broadcom, highlighting how multi-gigawatt compute deals and custom silicon are reshaping AI infrastructure scale and competition....
In our latest market brief, Packaging the AI Frontier: Intel Foundry’s Advanced Packaging Alignment with the XPU Industry Roadmap, completed in partnership with Intel Foundry, Futurum Research examines why advanced...
Brendan Burke, Research Director at Futurum, shares insights on IBM/Arm dual architecture. Arm workloads on IBM Z systems can expand software compatibility, flexibility, and support AI in regulated enterprise environments....
Brendan Burke and Olivier Blanchard, Research Directors at Futurum, share insights on MediaTek Analyst Day 2026, analyzing their transition to a B2B powerhouse and the innovation behind their aggressive $1B...
Brendan Burke, Research Director at Futurum, reviews the NVIDIA-Marvell NVLink Fusion partnership, showing how heterogeneous AI infrastructure, custom silicon, and optical networking reshape ecosystem control and enterprise deployment flexibility....
Brendan Burke, Research Director at Futurum, shares insights on how Starcloud's $170M Series A funding validates the shift toward orbital data centers. As terrestrial power grids strain, space-based AI inference...
Alex Smith and Brendan Burke share their insights on how Ecolab's $4.75 billion acquisition of CoolIT is a cross-industry move that reshapes the competitive landscape for data center liquid cooling....
Brendan Burke, Research Director at Futurum, examines Samsung and AMD’s AI memory collaboration, focusing on HBM4 supply, DDR5 integration, and how memory constraints are shaping next-generation AI infrastructure....
Brendan Burke, Research Director at Futurum, shares insights on how Supermicro's export crisis creates a GPU allocation opening for Dell and HPE, reshaping the AI server competitive landscape post-NVIDIA GTC...
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