Data Center Semiconductor Market Is Set to Exceed $500 Billion in 2029, Pushed by Global Compute Buildouts
Ray Wang, Research Director of Semiconductors, Supply Chain, and Emerging Tech at Futurum, reveals key findings from comprehensive data center semiconductor market research forecasting the global data center semiconductor market to surge to reach $583B in 2029 with a 21.6% CAGR.
Ansys and Synopsys Expand Simulation Capabilities with NVIDIA Omniverse Integration
Ray Wang, Research Director at Futurum, shares insights on Ansys integrating NVIDIA Omniverse into its simulation tools to enhance CFD, autonomous validation, and digital twin workflows through OpenUSD-enabled interoperability.
Coherent Q4 FY 2025 Earnings Rise on AI Datacenter and Networking Demand
Ray Wang, Research Director at Futurum, examines Coherent’s Q4 FY 2025 earnings, highlighting AI datacenter and networking growth, margin gains, and the Aerospace and Defense sale to sharpen focus on core markets.
Is NVIDIA’s RTX PRO 6000 Blackwell the Tipping Point for Enterprise AI Acceleration?
Ray Wang, Research Director at Futurum, shares insights on NVIDIA RTX PRO 6000 Blackwell-powered 2U servers from top OEMs, delivering AI acceleration, efficiency gains, and broad workload support for enterprise data centers.
Applied Materials’ New Partnership with Apple and Texas Instruments Aims to Enhance Domestic Innovation and Supply Chain
Ray Wang, Research Director at Futurum, shares insights on Applied Materials’ work with Apple and Texas Instruments to supply US-made chip equipment and boost manufacturing under Apple’s $600 billion American Manufacturing Program.
Synopsys Wraps Up Ansys Acquisition, Targeting Integrated Design Solutions
Ray Wang, Research Director at Futurum, shares insights on Synopsys’ $35 billion acquisition of Ansys, uniting EDA and multiphysics simulation to deliver a unified silicon-to-systems design platform with a $31 billion market opportunity.
NXP Strengthens Industrial Edge Capabilities With port GmbH Acquisition
Ray Wang, Research Director at Futurum shares his insights on NXP’s acquisition of port GmbH, examining how this move advances real-time industrial networking and simplifies protocol integration for software-defined manufacturing systems.
Will Jericho4 Help Broadcom Lead the Next Era of AI Networking?
Ray Wang, Research Director at Futurum, shares insights on Broadcom Jericho4 – an Ethernet router designed to connect over a million XPUs across data centers with lossless, secure performance for distributed AI workloads.
Lattice Q2 FY 2025 Results Show Strong Comms and Compute Growth
Ray Wang and Daniel Newman at Futurum analyse Lattice’s Q2 FY 2025 results, highlighting record server revenue, growing AI attach rates, and strong momentum in communications and compute despite industrial softness.
Arm Q1 FY26 Earnings: Revenue Surpasses $1B on Surging AI and Cloud Demand
Futurum’s Ray Wang and Daniel Newman analyze Arm’s Q1 FY26 results, highlighting revenue above $1B, 25% royalty growth, and surging AI and cloud adoption. He examines key trends and offers insights on Arm’s future outlook and competitive positioning.
Is NVIDIA’s GB300 NVL72 Power Shelf the Answer to AI’s Grid Strain?
Ray Wang, Research Director at Futurum, shares his insights on how NVIDIA’s GB300 NVL72 reduces grid disruption from AI workloads using energy storage, ramp-rate control, and GPU burn to cut peak demand by up to 30%.
Intel Q2 FY 2025 Results Beat on Revenue, Margin Hit by One-Time Charges
Ray Wang and Daniel Newman from Futurum explore Intel’s Q2 FY 2025 earnings, highlighting revenue strength, margin pressures from restructuring, strategic foundry shifts, and why the 18A ramp is critical to Intel’s recovery trajectory.
