Author: Richard Gordon

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, is reportedly planning to enter chip production, with plans to launch its own in-house designed server CPU by mid-2025.

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 AI systems. The move reflects a broader trend among tech giants such as Amazon, Meta, Google, and Microsoft who have increasingly turned to custom-designed chips to address their unique application needs. OpenAI’s foray into chip development signals its intent to gain more control over its technology stack and reduce dependence on suppliers such as NVIDIA.

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 strong growth to record $26.7B in revenue in Q3 2024.