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Author: Richard Gordon

Nvidia Q4 FY 2025: AI Momentum Strengthens Despite Margin Pressures
February 28, 2025

Nvidia Q4 FY 2025: AI Momentum Strengthens Despite Margin Pressures

Richard Gordon, VP & Practice Lead, Semiconductors at The Futurum Group, analyzes Nvidia’s Q4 FY 2025 earnings, highlighting record-breaking AI-driven growth, Blackwell’s rapid adoption, and margin pressures amid supply constraints....
Richard Gordon
Focus on Execution as Synopsys Reports Solid 1Q FY 2025 Financial Results
February 28, 2025

Focus on Execution as Synopsys Reports Solid 1Q FY 2025 Financial Results

Richard Gordon, Vice President & Practice Lead, Semiconductors at The Futurum Group shares his insights on Synopsys’ 1Q FY 2025 earnings report, where the company demonstrated that strong design activity...
Richard Gordon
Arm To Launch Its Own Chip: What Is It Thinking?
February 28, 2025

Arm To Launch Its Own Chip: What Is It Thinking?

Richard Gordon, Vice President & Practice Lead, Semiconductors at The Futurum Group shares his insights on news reports that Arm, the world’s largest provider of semiconductor intellectual property (IP) cores,...
Richard Gordon
Is OpenAI’s First Foray into Semiconductor Design a Threat to NVIDIA?
February 21, 2025

Is OpenAI’s First Foray into Semiconductor Design a Threat to NVIDIA?

Richard Gordon, Vice President & Practice Lead, Semiconductors at The Futurum Group shares his insights on news reports that OpenAI is finalizing its first in-house designed chip to support its...
Richard Gordon
Lattice Semiconductor Sees Stabilization Signs Despite Q4 FY 2024 Revenue Decline
February 12, 2025

Lattice Semiconductor Sees Stabilization Signs Despite Q4 FY 2024 Revenue Decline

Richard Gordon, VP & Practice Lead, Semiconductors at The Futurum Group, highlights Lattice Semiconductor’s Q4 FY 2024 results, covering Nexus and Avant growth, market stabilization, and expanding software capabilities driving...
Richard Gordon
Arm Q3 FY 2025 Results: Armv9 and CSS Adoption Accelerates
February 6, 2025

Arm Reports Record Q3 Revenue as Armv9 and CSS Adoption Accelerates

Richard Gordon, VP & Practice Lead, Semiconductors at The Futurum Group, examines Arm’s Q3 FY 2025 earnings, highlighting AI-driven royalty growth, Compute Subsystem expansion, and key AI collaborations....
Richard Gordon
Data Center Spending on AI Processors and Accelerators Reached a Record $26.7B in 3Q 2024
January 16, 2025

Data Center Spending on AI Processors and Accelerators Reached a Record $26.7B in 3Q 2024

Richard Gordon, VP & Practice Lead for Semiconductors at The Futurum Group, shares his insights on the global market for AI Processors and Accelerators for Data Center, which continued its...
Richard Gordon

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