Author: Brendan Burke

Rapidus' IIM-1 Fab Construction is Completed. Will Cadence Make It the First Agentic Foundry?
August 31, 2026

Rapidus’ IIM-1 Fab Construction is Completed. Will Cadence Make It the First Agentic Foundry?

Rapidus' IIM-1 fab completes construction in Chitose, leveraging Cadence Innostack AI Super Agent for its Raads platform and IBM 2nm transistor IP to compete with TSMC, Intel, and Samsung in...
SiFive BigSky Ships the First RISC-V Server. Is the GPU Head Node the Prize
August 28, 2026

SiFive BigSky Ships the First RISC-V Server. Is the GPU Head Node the Prize?

Brendan Burke, Research Director at Futurum, shares his insights on SiFive's BigSky, the first enterprise-grade RISC-V server, and why CUDA head node duty for NVIDIA GPUs is the socket that...
QumulusAI Q2 FY 2026 118% Revenue Growth for Hyperspeed AI Compute Deployment
August 28, 2026

QumulusAI Q2 FY 2026: 118% Revenue Growth for Hyperspeed AI Compute Deployment

Brendan Burke, Research Director at Futurum, analyzes QumulusAI’s Q2 FY 2026 earnings, focusing on direct AI compute demand, GPU fleet expansion, and capacity execution....
NXP Tech Days Can Physical AI Reference Designs Solidify the Neural Axis
August 28, 2026

NXP Tech Days: Can Physical AI Reference Designs Solidify the Neural Axis?

Brendan Burke and Olivier Blanchard, Research Directors at Futurum, share their insights from NXP Tech Days Silicon Valley, where reference designs from humanoid hands to a four-board MCX A5 networking...
62% of Data Center Semiconductor Buyers Take 4 or More Months to First Production Token
August 27, 2026

62% of Data Center Semiconductor Buyers Take 4 or More Months to First Production Token

61.8% of data center semiconductor buyers take 4+ months to first production token. 35.2% now benchmark on tokens per watt as the primary productivity metric....
How Intel 18A-P Transistor Breakthroughs Shape Diamond Rapids CPU Design
August 24, 2026

How Intel 18A-P Transistor Breakthroughs Shape Diamond Rapids CPU Design

In our latest thought leadership brief, Intel 18A-P Transistor Breakthroughs Shape Diamond Rapids CPU Design, completed in partnership with Intel, The Futurum Group examines the silicon-validated data behind Intel's 18A-P...
Analog Devices Q3 FY 2026 Earnings Hit First $4 Billion Quarter on AI Demand
August 24, 2026

Analog Devices Q3 FY 2026 Earnings Hit First $4 Billion Quarter on AI Demand

Brendan Burke, Research Director at Futurum, reviews Analog Devices' Q3 FY 2026 earnings, the first $4 billion quarter, and the data center and industrial demand behind it....
Micron Research Labs: Can $1 Billion a Year Out-Research Samsung and SK hynix?
August 21, 2026

Micron Research Labs: Can $1 Billion a Year Out-Research Samsung and SK hynix?

Brendan Burke, Research Director at Futurum, shares his insights on Micron Research Labs, the $10 billion Boise hub, and whether ecosystem research can offset Samsung and SK hynix R&D budgets...
Cerebras CS-4
August 20, 2026

Cerebras CS-4 Makes the Rack the New Chip by Doubling Power and Tripling Wafers

Brendan Burke, Research Director at Futurum, shares his insights on the Cerebras CS-4 launch and why power delivery and networking now decide whether wafer scale can serve trillion parameter models...
NVIDIA's Credit Support Buys Exclusivity at OpenAI's Ohio Data Center
August 20, 2026

NVIDIA’s Credit Support Buys Exclusivity at OpenAI’s Ohio Data Center

Brendan Burke, Research Director at Futurum, shares his insights on NVIDIA's exclusive guarantee of OpenAI's Ohio data center at PORTS-Pike and why credit support is becoming the competitive weapon no...
IBM Links Modular Cryogenic Systems. Is the Fridge Quantum's Real Bottleneck?
August 20, 2026

IBM Links Modular Cryogenic Systems. Is the Fridge Quantum’s Real Bottleneck?

Brendan Burke, Research Director at Futurum, shares his insights on IBM's first connected modular cryogenic systems and why the fridge, as much as the wafer fab, decides who ships a...
Marvell Attaches Across Google's TPU Stack With a Warrant Vesting Toward $120B
August 20, 2026

Marvell Attaches Across Google’s TPU Stack With a Warrant Vesting Toward $120B

Brendan Burke, Research Director at Futurum, shares his insights on Marvell's Google warrant, what the deal does to Marvell's XPU outlook, and why the TPU stack now has contracted sockets...

Welcome

The vision behind everything in Futurum’s Custom Research practice is this: research should show you what is happening, what comes next, and what to do about it. It should be personal to each audience, easy for people to grasp, and structured so LLMs can reason over it accurately. And it should be fast and turnkey; you want answers now, not another project to carry for quarters.

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To do it, we bring unmatched data to bear: Futurum research, surveys, and market projections; validated market feeds; ETR’s 15 years of insight from 10,000 technology decision-makers; G2’s buyer and user data; and what our analysts hear every day. Add leading primary collection, from AI-moderated voice interviews to surveys and analyst-led interviews, all turnkey, and every project comes out credible, nuanced, and actionable.

And we don’t just drop the results in your lap. For internal work, we provide analyst-led sessions, interactive dashboards, and a range of formats. For market-facing work, Futurum delivers turnkey activation and amplification that actually gets seen, by people and by LLMs, through our media and share of voice. This is research that moves decisions and markets.

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If any of this is useful, I would love to talk.

Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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