Author: Brendan Burke

NVIDIA Jetson in Lunar Orbit Signals Commercial GPUs Are Ready for Spaceflight
July 1, 2026

NVIDIA Jetson in Lunar Orbit Signals Commercial GPUs Are Ready for Spaceflight

Brendan Burke, Research Director at Futurum, analyzes how Firefly Aerospace's deployment of NVIDIA Jetson in lunar orbit proves commercial GPUs now support demanding long-duration spaceflight missions....
Applied Materials' Master Class Schools Memory Makers on Logic-Class Fabrication
June 30, 2026

Applied Materials’ Master Class Schools Memory Makers on Logic-Class Fabrication

Brendan Burke, Research Director at Futurum, frames Applied Materials' advanced packaging systems for AI-scale HBM and 3D stacking as a logic-memory convergence that could double DRAM equipment spending....
Qualcomm’s Investor Day 2026 Agentic and AI Inference To Drive 2x Revenue Growth by 2030
June 29, 2026

Qualcomm’s Investor Day 2026: Agentic and AI Inference To Drive 2x Revenue Growth by 2030

Olivier Blanchard and Brendan Burke, Research Directors at Futurum, explain the significance of Qualcomm's June 24 Investor Day announcements as the company continues to evolve into a full-stack AI platform...
Qualcomm’s Data Center Reentry at Investor Day 2026 Arrives Just in Time for the Inference Decode Prize
June 29, 2026

Qualcomm’s Data Center Reentry at Investor Day 2026 Arrives Just in Time for the Inference Decode Prize

Brendan Burke and Olivier Blanchard, Research Directors at Futurum, explain why Qualcomm's June 24 Investor Day matters less for its new CPU than for its claim on the decode-heavy inference...
Jalapeño in Nine Months: Did AI Just Break Chip Design Timelines?
June 26, 2026

Jalapeño in Nine Months: Did AI Just Break Chip Design Timelines?

Brendan Burke, Research Director at Futurum, analyzes how OpenAI and Broadcom's Jalapeño accelerator achieved record nine-month tape-out using AI-assisted design optimization and advanced packaging....
Will Intel 18A-P Risk Production Bring External Foundry Customers Through the Door?
June 26, 2026

Will Intel 18A-P Risk Production Bring External Foundry Customers Through the Door?

Brendan Burke, Research Director at Futurum, examines how Intel 18A-P's new Power Boost transistor and 9% performance gain could drive external customer adoption and design starts on Intel's leading-edge foundry...
Look Past IBM’s 0.7nm Label: Nanostack Architecture Is the Real Breakthrough
June 26, 2026

Look Past IBM’s 0.7nm Label: Nanostack Architecture Is the Real Breakthrough

Brendan Burke, Research Director at Futurum, analyzes IBM's groundbreaking nanostack architecture that moves semiconductor scaling into the Z dimension for the first time, delivering transformative performance gains and restarts SRAM...
June 24, 2026

AWS Summit NY 2026: Is AI Infrastructure AWS’s Real Agentic Moat?

Brendan Burke, Research Director at Futurum, recaps AWS Summit New York 2026, examining whether AI infrastructure—G7 Blackwell GPUs, QuEra quantum, AMD Outposts, and the RGN fabric—is the hyperscaler’s real agentic...
Will a U.S. Quantum Foundry Leverage $4.6 Billion in New Capital to Become the Next TSMC?
June 23, 2026

Will a U.S. Quantum Foundry Leverage $4.6 Billion in New Capital to Become the Next TSMC?

Brendan Burke, Research Director at Futurum, shares his insights on how $4.6B in new capital is fueling U.S. quantum foundries modeled after TSMC, while identifying the cryogenic and packaging chain...
AMD and Rackspace
June 22, 2026

Can AMD and Rackspace Scale Sovereign AI Inference?

Brendan Burke, Research Director at Futurum, examines AMD and Rackspace's agreement to deploy 30 MW of AI compute capacity that establishes governed enterprise infrastructure for regulated production workloads....
Will the First Wave of Synopsys Multiphysics Fusion Start the Next Wave of AI Chip Designs?
June 22, 2026

Will the First Wave of Synopsys Multiphysics Fusion Start the Next Wave of AI Chip Designs?

Brendan Burke, Research Director at Futurum, outlines how Synopsys Multiphysics Fusion integrates Ansys signoff engines with EDA tools, enabling up to 10x faster design closure and challenging Cadence competition....
Will QuEra's Neutral Atoms Deliver Fault-Tolerant Quantum on AWS by 2028?
June 22, 2026

Will QuEra’s Neutral Atoms Deliver Fault-Tolerant Quantum on AWS by 2028?

Brendan Burke, Research Director at Futurum, explores how QuEra's neutral atom Libra system will deliver fault-tolerant quantum computing on Amazon Braket by 2028, potentially offering a more cost-effective path than...

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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