Author: Brendan Burke

Applied Materials Q3 FY 2026 Advanced Packaging and DRAM Accelerate Growth
August 17, 2026

Applied Materials Q3 FY 2026: Advanced Packaging and DRAM Accelerate Growth

Brendan Burke, Research Director at Futurum, analyzes Applied Materials’ Q3 FY 2026 earnings, focusing on AI-driven chip equipment demand, DRAM strength, advanced packaging, and capacity visibility....
Terrestrial Data Centers Are Getting Expensive Enough to Make Space Cheap
August 17, 2026

Terrestrial Data Centers Are Getting Expensive Enough to Make Space Cheap

Futurum’s Brendan Burke on why a third of the $3 trillion AI data center buildout goes off-grid by 2030, and what launch, satellite hardware, and solar density must do before...
IBM and Together AI: Did IBM Cloud Just Become a Neocloud?
August 17, 2026

IBM and Together AI: Did IBM Cloud Just Become a Neocloud?

Brendan Burke, Research Director at Futurum, shares his insights on the $240 million IBM and Together AI agreement and why an anchor-tenant inference cluster moves IBM Cloud to the landlord...
Coherent Q4 FY 2026 Earnings 1.6T Transceivers Ramp, CPO Revenue Approaches
August 14, 2026

Coherent Q4 FY 2026 Earnings: 1.6T Transceivers Ramp, CPO Revenue Approaches

Brendan Burke, Research Director at Futurum, analyzes Coherent’s Q4 FY 2026 earnings, focusing on AI datacenter optics, indium phosphide capacity, CPO, NPO, and optical circuit switching....
Microchip Q1 FY 2027 Earnings Beat as Data Center Exposure Nears $1 Billion
August 14, 2026

Microchip Q1 FY 2027 Earnings Beat as Data Center Exposure Nears $1 Billion

Brendan Burke, Research Director at Futurum, reviews Microchip's Q1 FY 2027 earnings, its data center exposure nearing $1 billion, and margin gains above its long-term model....
Silicon Labs Q2 FY 2026 IoT Recovery Builds Momentum for Series 3 Platform
August 13, 2026

Silicon Labs Q2 FY 2026: IoT Recovery Builds Momentum for Series 3 Platform

Brendan Burke, Research Director at Futurum, analyzes Silicon Labs' Q2 FY 2026 earnings, focusing on sequential margin gains, the 22nm Series 3 up-market pivot, multi-protocol strategy, edge AI, and the...
From Blaize to NVIDIA: Why Is AI Infrastructure Converging on Indonesia?
August 13, 2026

From Blaize to NVIDIA: Why Is AI Infrastructure Converging on Indonesia?

Brendan Burke, Research Director at Futurum, shares his insights on 100 days that put Blaize, CoreWeave, NVIDIA, Nokia, Firmus, and Indosat on Indonesia's sovereign AI map, and the generation-plus-distribution model...
NXP Breaks Ground in Malaysia: Is Internal Test a Moat for Edge AI Margins?
August 13, 2026

NXP Breaks Ground in Malaysia: Is Internal Test a Moat for Edge AI Margins?

NXP's 500,000-square-foot Malaysia expansion doubles internal test capacity, enabling DDR memory validation that differentiates i.MX processors and protects margins in the competitive edge AI market....
Is the NVIDIA DSX Reference Design the Real Collateral for $500B in Financing?
August 11, 2026

Is the NVIDIA DSX Reference Design the Real Collateral for $500B in Financing?

Brendan Burke, Research Director at Futurum, shares his insights on NVIDIA's $500 billion financing platforms and how DSX reference designs turn AI compute into collateral that banks, insurers, and pension...
Is Intel's $20 Billion Stock Offering Enough to Tool a 14A Fab?
August 11, 2026

Is Intel’s $20 Billion Stock Offering Enough to Tool a 14A Fab?

Brendan Burke, Research Director at Futurum, shares his insights on why Intel's upsized $20 billion stock offering matches the cost of tooling one 14A fab shell, and which WFE suppliers...
NVIDIA AI Storage
August 7, 2026

NVIDIA AI Storage Goes Open at FMS 2026. Is Open Source the New Moat?

Brendan Burke, Research Director at Futurum, examines NVIDIA's FMS 2026 storage push and whether openness extends NVIDIA's platform control to the data path....
Samsung zHBM
August 7, 2026

Samsung zHBM Stacks Memory on the GPU. Has HBM Run Out of Beachfront?

Brendan Burke, Research Director at Futurum, shares his insights on Samsung zHBM, the FMS 2026 concept that stacks memory directly on AI accelerators, and on whether V10 BV-NAND and HBM4E...

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.

Whether you are defining business, channel, or go-to-market strategy; evaluating vendors or justifying ROI; or commissioning research to fill an emerging market need, we have your back, with a program that answers your questions with the objectivity and credibility to drive real decisions.

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.

We will meet you wherever you are, from a fast-turn brief to a multi-year program, and shape the work to your goals, timeline, and budget. The right program for your moment.

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

Newsletter Sign-up Form

Get important insights straight to your inbox, receive first looks at eBooks, exclusive event invitations, custom content, and more. We promise not to spam you or sell your name to anyone. You can always unsubscribe at any time.

All fields are required






Thank you, we received your request, a member of our team will be in contact with you.