Author: Brendan Burke

Marvell Pays $115 Billion for Lumentum Because the $550 Billion AI Connectivity TAM Runs on Lasers
November 3, 2026

Marvell Pays $115 Billion for Lumentum Because the $550 Billion AI Connectivity TAM Runs on Lasers

Brendan Burke, Research Director at Futurum, shares his insights on Marvell's $115 billion all-stock acquisition of Lumentum and whether owning the laser layer of AI networking resets the comparison with...
Qualcomm Validates First HBC Silicon With an 18x Memory Bandwidth Gain Over LPDDR5X
November 3, 2026

Qualcomm Validates First HBC Silicon With an 18x Memory Bandwidth Gain Over LPDDR5X

Brendan Burke, Research Director at Futurum, examines Qualcomm's validated first-generation HBC silicon, its measured 18x bandwidth gain and 5x bandwidth per watt over HBM4, and whether stacked DRAM on compute...
Texas Instruments Q3 FY 2026 Earnings Beat as Data Center Sales Nearly Double
November 2, 2026

Texas Instruments Q3 FY 2026 Earnings Beat as Data Center Sales Nearly Double

Brendan Burke, Research Director, Semiconductors, Supply Chain & Emerging Tech at Futurum, reviews Texas Instruments' Q3 FY 2026 earnings, data center growth, a new industrial peak, and capacity-driven pricing gains....
Intel's Substrate Shortage Moves the CPU Supply Chain Bottleneck Into the Package
October 30, 2026

Intel's Substrate Shortage Moves the CPU Supply Chain Bottleneck Into the Package

Brendan Burke, Research Director at Futurum, presents Futurum's CPU Supply Chain market map and examines which suppliers gain from Intel's substrate shortage as a server CPU market poised to grow...
Quantum Computing Will Break AI’s Science Barrier and Open a $1.5 Trillion Addressable Market by 2040
October 29, 2026

Quantum Computing Will Break AI’s Science Barrier and Open a $1.5 Trillion Addressable Market by 2040

AI took 15 years to disrupt knowledge work, and quantum has just produced its 2012 moment. Futurum sizes the breakthroughs quantum will deliver and the $1.51 trillion addressable market they...
Oracle Makes the Supercluster Multi-Silicon at AI World 2026
October 28, 2026

Oracle Makes the Supercluster Multi-Silicon at AI World 2026

Brendan Burke, Research Director at Futurum, analyzes Oracle's AI World compute deals spanning NVIDIA Vera Rubin at multi-gigawatt scale, Google TPUs, Cerebras, SambaNova, and Intel Diamond Rapids, and what they...
Can Classiq Make Intel the Cadence of Quantum Computing?
October 28, 2026

Can Classiq Make Intel the Cadence of Quantum Computing?

Brendan Burke, Research Director at Futurum, examines Intel's reported $2.3 billion acquisition of Classiq, the quantum software company whose enterprise customer base gives Intel the demand signal across every qubit...
Cadence Maestro Puts Frontier-Class Reinforcement Learning Behind Chip Design Agents
October 27, 2026

Cadence Maestro Puts Frontier-Class Reinforcement Learning Behind Chip Design Agents

Brendan Burke, Research Director at Futurum, shares his insights on Cadence's Maestro AI model portfolio and why vertically integrated reinforcement learning makes domain-specialized models the next layer of agentic chip...
Micron Accelerates 3D DRAM From a Fifth Consecutive Node of Process Leadership
October 26, 2026

Micron Accelerates 3D DRAM From a Fifth Consecutive Node of Process Leadership

Brendan Burke, Research Director at Futurum, analyzes Micron's technology webinar, the 3D DRAM roadmap through 1-delta and wafer bonding at 1-epsilon, the decision to skip 4F², and the 2x execution...
Synopsys GPU-Accelerated EDA Shows up to 40x Gains at GTC Berlin
October 26, 2026

Synopsys GPU-Accelerated EDA Shows up to 40x Gains at GTC Berlin

Brendan Burke, Research Director at Futurum, shares his insights on Synopsys at NVIDIA GTC Berlin, where 12x to 40x customer speedups across lithography, power devices, and photonics make the case...
Cadence Opens Europe's First Sovereign AI Platform for Chip and AI Factory Design With NVIDIA
October 26, 2026

Cadence Opens Europe's First Sovereign AI Platform for Chip and AI Factory Design With NVIDIA

Brendan Burke, Research Director at Futurum, shares his insights on the Cadence sovereign AI data center in Munich with NVIDIA and why selling jurisdiction plus Blackwell compute gives Cadence a...
Cadence AuraStack
October 23, 2026

Nokia Designs Network Hardware 5x Faster on Cadence's Agentic Supercomputer

Brendan Burke, Research Director at Futurum, shares his insights on Nokia deploying Cadence's AuraStack AI Super Agent on the Millennium M2000, why the on-premises system sale answers Synopsys Autopilot, and...

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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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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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