Author: Brendan Burke

AI-defined fabs
October 14, 2026

NVIDIA's cuPotential Takes the CUDA Moat Down to the Atom in the AI-Defined Fab

Burke, Research Director at Futurum, examines NVIDIA's SEMICON West 2026 launch of cuPotential and the AI-defined fab, weighing 30x vendor speedups against the absence of fab output data....
TI Debuts Nanosecond Power Telemetry at OCP to Cut AI Data Center Downtime
October 14, 2026

TI Debuts Nanosecond Power Telemetry at OCP to Cut AI Data Center Downtime

Brendan Burke, Research Director at Futurum, analyzes TI's OCP Summit debut of nanosecond power telemetry, 800V hot-swap control, and BAW timing, and whether analog platforms become the reliability layer of...
Astera Labs Orion Reimagines the XPU Rack as a Compute-Agnostic Platform
October 14, 2026

Astera Labs Orion Reimagines the XPU Rack as a Compute-Agnostic Platform

Brendan Burke, Research Director at Futurum, examines Astera Labs Orion, a compute-agnostic rack-scale reference design pooling up to 160 accelerators on PCIe Gen 6, and whether open racks can win...
Lightmatter CPO
October 13, 2026

Lightmatter and Flex Bring 204.8 Tbps Co-Packaged Optics Into Open Racks

Brendan Burke, Research Director at Futurum, examines Lightmatter's 204.8T CPO switch tray with Flex and 102.4T XPU tray at OCP 2026, the first open rack photonic systems, and whether open...
Arm AGI CPU Posts 2x the Agentic Work Per Rack of AMD's EPYC 9755 at OCP 2026
October 13, 2026

Arm AGI CPU Posts 2x the Agentic Work Per Rack of AMD's EPYC 9755 at OCP 2026

Brendan Burke, Research Director at Futurum, examines Arm's agentic CPU benchmarks at OCP Global 2026, where a Signal65 study credits AGI CPU with 1.99x the modeled work per rack of...
Microsoft Maia 300 Bets Gigawatts on Dataflow Inference Silicon
October 13, 2026

Microsoft Maia 300 Bets Gigawatts on Dataflow Inference Silicon

Brendan Burke, Research Director at Futurum, examines Microsoft Maia 300, a decode-first inference accelerator with 18 TB/s of HBM4, and what multi-gigawatt Maia deployments mean for GPUs, TPU, and Trainium....
NVIDIA Unbundles the AI Factory and Turns Openness Into Its Strong Suit
October 13, 2026

NVIDIA Unbundles the AI Factory and Turns Openness Into Its Strong Suit

Brendan Burke, Research Director at Futurum, shares his insights on NVIDIA opening Vera Rubin to OCP, shipping the Vera CPU, landing Meta on Spectrum-6, and defining USFP optics with Cisco...
Cisco's USFP Brings 400G-per-Lane Design to NVIDIA's Optical Roadmap
October 13, 2026

Cisco's USFP Brings 400G-per-Lane Design to NVIDIA's Optical Roadmap

Brendan Burke and Tom Hollingsworth from The Futurum Group share insights on USFP pluggable optics, NVIDIA’s 400G-per-lane roadmap, and the implications for AI fabric density and power efficiency....
AMD Helion Makes the CPU Rack a First-Class Citizen of the AI Data Center
October 13, 2026

AMD Helion Makes the CPU Rack a First-Class Citizen of the AI Data Center

Brendan Burke, Research Director at Futurum, shares his insights on AMD Helion, the OCP-based agentic AI rack that makes the CPU rack a first-class citizen of the AI data center...
Lattice Sentry 5.0 Turns Post-Quantum Silicon Into a Full Platform Security Stack
October 13, 2026

Lattice Sentry 5.0 Turns Post-Quantum Silicon Into a Full Platform Security Stack

Brendan Burke, Research Director at Futurum, shares his insights on why Lattice Sentry 5.0's PQC-enabled platform firmware resilience stack is the first product proof of the AMI acquisition thesis....
Marvell Investor Day 2026 Targets $80B FY 2031 Revenue With Custom Silicon and Optics
October 9, 2026

Marvell Investor Day 2026 Targets $80B FY 2031 Revenue With Custom Silicon and Optics

Brendan Burke, Research Director at Futurum, shares his insights on the Marvell Investor Day, the $80 billion FY 2031 target, and whether custom silicon and scale-up optics can compound at...
AMD's Class Y Versal Package Extends AI Silicon to 15 Year Space Missions
October 9, 2026

AMD's Class Y Versal Package Extends AI Silicon to 15 Year Space Missions

Brendan Burke, Research Director at Futurum, examines AMD's sampling of the Versal AI Core XQRVC1902 in a Class Y space-grade package, bringing AI compute density to 15-year human-rated and deep...

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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