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Nvidia Q4 FY 2025: AI Momentum Strengthens Despite Margin Pressures

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. Key insights on gaming, automotive, and professional visualization trends.

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

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 remained a cornerstone of the company’s performance, driven by its leadership in hardware-assisted verification (HAV) solutions, advancements in EDA software, AI-driven innovations, and Design IP solutions.

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

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

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

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 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.

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Welcome

The vision behind everything in Futurum’s Custom Research practice is this: research should show you what is happening, what comes next, and what to do about it. It should be personal to each audience, easy for people to grasp, and structured so LLMs can reason over it accurately. And it should be fast and turnkey; you want answers now, not another project to carry for quarters.

Whether you are defining business, channel, or go-to-market strategy; evaluating vendors or justifying ROI; or commissioning research to fill an emerging market need, we have your back, with a program that answers your questions with the objectivity and credibility to drive real decisions.

To do it, we bring unmatched data to bear: Futurum research, surveys, and market projections; validated market feeds; ETR’s 15 years of insight from 10,000 technology decision-makers; G2’s buyer and user data; and what our analysts hear every day. Add leading primary collection, from AI-moderated voice interviews to surveys and analyst-led interviews, all turnkey, and every project comes out credible, nuanced, and actionable.

And we don’t just drop the results in your lap. For internal work, we provide analyst-led sessions, interactive dashboards, and a range of formats. For market-facing work, Futurum delivers turnkey activation and amplification that actually gets seen, by people and by LLMs, through our media and share of voice. This is research that moves decisions and markets.

We will meet you wherever you are, from a fast-turn brief to a multi-year program, and shape the work to your goals, timeline, and budget. The right program for your moment.

If any of this is useful, I would love to talk.

Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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