Category: Intelligent Devices

NVIDIA Jetson in Lunar Orbit Signals Commercial GPUs Are Ready for Spaceflight
July 1, 2026

NVIDIA Jetson in Lunar Orbit Signals Commercial GPUs Are Ready for Spaceflight

Brendan Burke, Research Director at Futurum, analyzes how Firefly Aerospace's deployment of NVIDIA Jetson in lunar orbit proves commercial GPUs now support demanding long-duration spaceflight missions....
Qualcomm’s Investor Day 2026 Agentic and AI Inference To Drive 2x Revenue Growth by 2030
June 29, 2026

Qualcomm’s Investor Day 2026: Agentic and AI Inference To Drive 2x Revenue Growth by 2030

Olivier Blanchard and Brendan Burke, Research Directors at Futurum, explain the significance of Qualcomm's June 24 Investor Day announcements as the company continues to evolve into a full-stack AI platform...
Qualcomm’s Data Center Reentry at Investor Day 2026 Arrives Just in Time for the Inference Decode Prize
June 29, 2026

Qualcomm’s Data Center Reentry at Investor Day 2026 Arrives Just in Time for the Inference Decode Prize

Brendan Burke and Olivier Blanchard, Research Directors at Futurum, explain why Qualcomm's June 24 Investor Day matters less for its new CPU than for its claim on the decode-heavy inference...
AI Platform
June 24, 2026

Will Samsara’s AI-Driven Safety Stack Redefine Fleet Risk Management?

Keith Kirkpatrick, Vice President & Research Director, Enterprise Software & Di at Futurum, Samsara's AI Platform innovations in safety, automation, and supply chain visibility position it as a fleet risk...
Agentic Workloads Reshape
June 17, 2026

How will Qualcomm’s AI Bet Solve for NVIDIA’s Data Center Gaps as Agentic Workloads Reshape the Chip Market?

Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices at Futurum, on Qualcomm's Investor Day, and whether Qualcomm can challenge NVIDIA's data center dominance....
How Desktop AI Hubs Could Deflect Over 56.23 TWh of Industrial Data Center Load by 2035
June 12, 2026

How Desktop AI Hubs Could Deflect Over 56.23 TWh of Industrial Data Center Load by 2035

Olivier Blanchard and Brendan Burke, Research Directors at Futurum, share their insights on how high-performance small-form-factor desktop AI PCs such as the DGX Spark and Mac Mini could form the...
Does FOXTRON's Adoption of Dimensity AX C-X1 Validate MediaTek's Automotive Ambitions?
June 10, 2026

Does FOXTRON’s Adoption of Dimensity AX C-X1 Validate MediaTek’s Automotive Ambitions?

Olivier Blanchard, Research Director at Futurum, examines how FOXTRON's adoption of MediaTek's Dimensity AX C-X1 platform moves AI-defined vehicle ambitions from platform development into commercial automotive deployment....
MediaTek’s Maturing Edge-to-Cloud AI Strategy Expands Beyond Smartphones
June 10, 2026

MediaTek’s Maturing Edge-to-Cloud AI Strategy Expands Beyond Smartphones

Olivier Blanchard, Research Director at Futurum, examines how MediaTek is using Agentic AI, automotive platforms, connectivity, and data center infrastructure to build an edge-to-cloud AI strategy that extends beyond smartphones....
NXP’s Neural Axis Architecture: A Blueprint to Own the Robotic Nervous System
June 9, 2026

NXP’s Neural Axis Architecture: A Blueprint to Own the Robotic Nervous System

Brendan Burke, Research Director at Futurum, examines whether NXP’s Neural Axis architecture can make NXP the NVIDIA of the extreme edge for real-world physical AI....
COMPUTEX 2026: Are Agentic CPUs Rivals or Complements?
June 9, 2026

COMPUTEX 2026: Are Agentic CPUs Rivals or Complements?

Brendan Burke, Research Director at Futurum, examines how Intel and NVIDIA diverged on the ideal agentic CPU at COMPUTEX 2026 and why their competing designs may prove complementary....
Intel’s COMPUTEX Keynote Reframes an Iconic Company as a Silicon-to-Systems AI Lab
June 4, 2026

Intel’s COMPUTEX Keynote Reframes an Iconic Company as a Silicon-to-Systems AI Lab

Brendan Burke, Research Director at Futurum, examines the Intel agentic AI pivot at COMPUTEX 2026, where Xeon 6+ on 18A, Rackscale Blueprints, and a Perplexity hybrid demo reframe the CPU...
Dell Q1 FY 2027: AI Server Demand Drives Raised FY 2027 Outlook
June 3, 2026

Dell Q1 FY 2027: AI Server Demand Drives Raised FY 2027 Outlook

Futurum Research analyzes Dell’s Q1 FY 2027 earnings, focusing on AI server demand, backlog dynamics, and what supply constraints mean for enterprise infrastructure plans....

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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