Author: Brendan Burke

STMicroelectronics Q2 FY 2026 Earnings Climb on Cloud AI and Satellite Strength
July 27, 2026

STMicroelectronics Q2 FY 2026 Earnings Climb on Cloud AI and Satellite Strength

Brendan Burke, Research Director at Futurum, reviews STMicroelectronics' Q2 FY 2026 earnings, the broad demand recovery, and the raised AI data center and satellite revenue ambitions....
Texas Instruments Q2 FY 2026 Earnings Climb on Broad-based Analog Growth
July 24, 2026

Texas Instruments Q2 FY 2026 Earnings Climb on Broad-based Analog Growth

Brendan Burke, Research Director at Futurum, reviews Texas Instruments' Q2 FY 2026 earnings, the broad industrial recovery, doubling data center revenue, and automotive re-acceleration....
AMD Helios Reaches Parity with Vera Rubin NVL72: Can Open Standards Outflank NVIDIA?
July 24, 2026

AMD Helios Reaches Parity with Vera Rubin NVL72: Can Open Standards Outflank NVIDIA?

Brendan Burke, Research Director at Futurum, examines AMD's Helios launch and whether spec advantages over Vera Rubin NVL72 and a bet on open standards can convert into data center share....
Intel Foundry Lands Fortinet SP6 as Custom Silicon Validation
July 22, 2026

Intel Foundry Lands Fortinet SP6 as Custom Silicon Validation

Brendan Burke and Fernando Montenegro, analysts at Futurum, share their insights on the Intel-Fortinet SP6 collaboration, what it validates about Intel Foundry's custom silicon strategy, and why the supply chain...
Will NXP’s SAF9800 AI Audio Processor Become the Ears of the Car
July 22, 2026

Will NXP’s SAF9800 AI Audio Processor Become the Ears of the Car?

Brendan Burke, Research Director at Futurum, shares insights on NXP’s SAF9800 launch and why AI audio processing could make microphones the car’s next ADAS sensor as NXP’s automotive growth inflects...
NVIDIA Aims Vera Rubin at Agentic Post-Training With Proven CoreWeave Results
July 21, 2026

NVIDIA Aims Vera Rubin at Agentic Post-Training With Proven CoreWeave Results

Brendan Burke, Research Director at Futurum, shares his insights on agentic post-training as the new target for AI hardware hill climbing, as NVIDIA Vera Rubin benchmarks from Perplexity and Prime...
Azure's AMD Partnership Expands: Is Reinforcement Learning the Hardware Bottleneck?
July 21, 2026

Azure’s AMD Partnership Expands: Is Reinforcement Learning the Hardware Bottleneck?

Brendan Burke, Research Director at Futurum, examines how Azure's AMD Partnership expands across GPUs, CPUs, and networking to address frontier model inference and reinforcement learning workloads, signaling evolution of AI...
QumulusAI Lists on Nasdaq: The Speed Advantage of a Distributed Path to Multi-Gigawatt Scale
July 20, 2026

QumulusAI Lists on Nasdaq: The Speed Advantage of a Distributed Path to Multi-Gigawatt Scale

Brendan Burke, Research Director at Futurum, examines QumulusAI's Nasdaq listing targeting 2.5 gigawatts of GPU capacity by 2027, with distributed inference accelerating infrastructure deployment....
Cadence AuraStack Extends Agentic Leadership Toward Advanced Packaging Design
July 16, 2026

Cadence AuraStack Extends Agentic Leadership Toward Advanced Packaging Design

Brendan Burke, Research Director at Futurum, examines how Cadence AuraStack AI Super Agent extends agentic capabilities into PCB and advanced packaging design, delivering 2x faster time-to-market and directly competing with...
Will Intel Foundry's High-NA EUV Lead Compound Into a 14A Advantage?
July 16, 2026

Will Intel Foundry’s High-NA EUV Lead Compound Into a 14A Advantage?

Brendan Burke, Research Director at Futurum, analyzes Intel Foundry's High-NA EUV milestone that positions the chipmaker years ahead of rivals in advanced lithography manufacturing....
Intel Pours €5 Billion into Ireland to Feed the Xeon Surge
July 14, 2026

Intel Pours €5 Billion into Ireland to Feed the Xeon Surge

Brendan Burke, Research Director at Futurum, examines how Intel's €5 billion investment in Ireland to expand Xeon 6 manufacturing signals confidence in its foundry business and commitment to meeting surging...
Micron's $250B U.S. Investment
July 10, 2026

Micron’s $250B U.S. Investment Finds Its Edge on Korea’s Memory Juggernaut

Brendan Burke, Research Director at Futurum, analyzes how Micron's accelerated $250B U.S. investment and $3B supply chain commitment outposition Korea's memory efforts, addressing structural chip shortages and domestic supply requirements....

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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