Can NeuReality AI-SuperNIC Deliver the Speed AI Systems Need?
Ray Wang, Research Director at Futurum shares his insights on NeuReality’s launch of the NR2 AI-SuperNIC, built for 1.6 Tbps throughput with UEC compliance and in-network compute to address scale-out AI bottlenecks.
NVIDIA’s New Rubin CPX Targets Future of Large-Scale Inference
Ray Wang, Research Director at Futurum, shares his insights on NVIDIA Rubin CPX, a GPU purpose-built for long-context inference. With 8 EF racks, 3x faster attention, and $5 billion revenue potential, Rubin CPX pressures rivals to rethink designs.
Will SiFive’s New RISC-V IP Drive Adoption in Edge AI and Generative AI?
Ray Wang, Research Director at Futurum, shares his insights on SiFive’s 2nd Generation Intelligence RISC-V IP, combining scalar, vector, and matrix compute to power AI workloads from IoT to data centers.
Synopsys Q3 FY 2025: IP Business Weakness and Transformation Pose Concerns, But Long-Term Thesis Unchanged
Ray Wang, Research Director at Futurum, examines Synopsys’ Q3 FY 2025 earnings, where strong Design Automation growth and Ansys contributions were tempered by weakness in Design IP and ongoing China-related headwinds.
Broadcom Q3 FY 2025 Earnings Beat Estimates Amid AI Semi Acceleration
Ray Wang, Research Director at Futurum, analyzes Broadcom’s Q3 FY2025 earnings, highlighting AI semiconductor momentum, VMware Cloud Foundation growth, and record backlog that reinforce Broadcom’s position in semiconductors and software.
IBM and AMD Join Forces on Quantum-Centric Supercomputing Initiative
Ray Wang, Research Director at Futurum, shares insights on IBM and AMD’s partnership to build quantum-centric supercomputing architectures, merging quantum systems with HPC and AI accelerators to solve complex global challenges.
Marvell Q2 FY 2026 Earnings: Data Center Growth Healthy but Overshadowed by Rising Competition
Ray Wang, Research Director at Futurum, shares insights on Marvell’s Q2 FY2026 earnings, highlighting how AI-driven custom silicon, electro-optics, and recovery in enterprise and carrier markets are fueling broad-based growth.
NVIDIA Q2 FY 2026 Earnings: Networking Steals the Spotlight and Q3 Ramp Will Be Key To Watch
Futurum’s Ray Wang and Daniel Newman examine NVIDIA’s Q2 FY 2026 earnings, highlighting strong Blackwell adoption, record networking revenue, and accelerating AI demand across data center, gaming, and professional visualization.
Too Important to Ignore: Unpacking Advanced Packaging for AI Semiconductor – Report Summary
Ray Wang, Research Director at Futurum, shares insights on advanced packaging for AI accelerators, including development, adoption timelines, and real-world use cases.
Is NVIDIA’s Jetson Thor the New Brain for General Robotics?
Ray Wang, Research Director at The Futurum Group shares his insights on the NVIDIA Jetson Thor, a new robotics computer with the server-class performance needed to run generative AI at the edge and power the next generation of physical AI.
Applied Materials Q3 FY 2025 Results Show Solid Quarterly Performance Overshadowed by China and Outlook Concerns
Ray Wang, Research Director at Futurum, shares insights on Applied Materials Q3 FY 2025: record revenue and EPS with 48.9% gross margin, and a Q4 outlook below consensus on China digestion and non-linear leading-edge demand.
NVIDIA Earnings Preview: Blackwell Demand Set to Fuel Another Blowout—and China’s Loyalty Isn’t Going Anywhere
Futurum’s Daniel Newman and Ray Wang share insights on the outlook of NVIDIA’s next earnings release.
