Author: Brendan Burke

How Desktop AI Hubs Could Deflect Over 56.23 TWh of Industrial Data Center Load by 2035
June 12, 2026

How Desktop AI Hubs Could Deflect Over 56.23 TWh of Industrial Data Center Load by 2035

Olivier Blanchard and Brendan Burke, Research Directors at Futurum, share their insights on how high-performance small-form-factor desktop AI PCs such as the DGX Spark and Mac Mini could form the...
AWS Graviton5 Reframes the CPU as Agentic AI Infrastructure
June 12, 2026

AWS Graviton5 Reframes the CPU as Agentic AI Infrastructure

Brendan Burke, Research Director at Futurum, analyzes how AWS Graviton5's general availability redefines CPU architecture for agentic AI, with Meta deploying tens of millions of cores and customers halving their...
Cadence and Synopsys Accelerate Agentic EDA Race at Computex
June 11, 2026

Cadence and Synopsys Accelerate Agentic EDA Race at Computex

Brendan Burke, Research Director at Futurum, assesses how Cadence and Synopsys are accelerating the agentic EDA race, with Cadence reaching Level 5 autonomy and Synopsys expanding into multi-physics workflows....
Can AMD EPYC Extend Its Lead Over Vera and Xeon in the Agentic Data Center?
June 11, 2026

Can AMD EPYC Extend Its Lead Over Vera and Xeon in the Agentic Data Center?

Brendan Burke, Research Director at Futurum, examines AMD's EPYC 9965's claimed 2.37x NVIDIA Vera throughput and 1.6x Intel Xeon performance in 100 kW rack-scale agentic workloads....
NXP’s Neural Axis Architecture: A Blueprint to Own the Robotic Nervous System
June 9, 2026

NXP’s Neural Axis Architecture: A Blueprint to Own the Robotic Nervous System

Brendan Burke, Research Director at Futurum, examines whether NXP’s Neural Axis architecture can make NXP the NVIDIA of the extreme edge for real-world physical AI....
COMPUTEX 2026: Are Agentic CPUs Rivals or Complements?
June 9, 2026

COMPUTEX 2026: Are Agentic CPUs Rivals or Complements?

Brendan Burke, Research Director at Futurum, examines how Intel and NVIDIA diverged on the ideal agentic CPU at COMPUTEX 2026 and why their competing designs may prove complementary....
IBM Maps a $10 Billion Path to Fault-Tolerant Quantum Computing
June 8, 2026

IBM Maps a $10 Billion Path to Fault-Tolerant Quantum Computing

Brendan Burke, Research Director at Futurum, examines IBM's $10 billion investment in fault-tolerant quantum computing, targeting 2029 delivery of Quantum Starling and establishing commercial-scale systems....
Intel’s COMPUTEX Keynote Reframes an Iconic Company as a Silicon-to-Systems AI Lab
June 4, 2026

Intel’s COMPUTEX Keynote Reframes an Iconic Company as a Silicon-to-Systems AI Lab

Brendan Burke, Research Director at Futurum, examines the Intel agentic AI pivot at COMPUTEX 2026, where Xeon 6+ on 18A, Rackscale Blueprints, and a Perplexity hybrid demo reframe the CPU...
Can ADI Hot Swap Controllers De-Risk NVIDIA’s 800 VDC Transition?
June 3, 2026

Can ADI Hot Swap Controllers De-Risk NVIDIA’s 800 VDC Transition?

Brendan Burke, Research Director at Futurum, examines how 800 VDC power architecture is emerging as a critical requirement for future AI factories as infrastructure constraints increasingly shift from silicon to...
June 2, 2026

Intel Xeon 6+ Targets Agentic AI Density With 288 E-Cores on Intel 18A

Brendan Burke, Research Director at Futurum, examines how Intel Xeon 6+ on Intel 18A with Foveros Direct 3D leverages captive manufacturing and 288 E-cores to target agentic AI orchestration....
NVIDIA Engineers the Agentic Data Center with DSX Software Control and Vera CPU Acceleration
June 2, 2026

NVIDIA Engineers the Agentic Data Center with DSX Software Control and Vera CPU Acceleration

Brendan Burke, Research Director at Futurum, examines how NVIDIA uses Vera CPU, DSX operations software, and BlueField-4 STX to engineer a software-defined agentic data center architecture at GTC Taipei....
Can NVIDIA’s RTX Spark Make Home AI a Relief Valve for the Grid
June 2, 2026

Can NVIDIA’s RTX Spark Make Home AI a Relief Valve for the Grid?

Brendan Burke, Research Director at Futurum, argues NVIDIA RTX Spark could make home AI a relief valve for a strained grid, but warns memory bandwidth and an alpha-stage OpenShell stack...

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