Category: Intelligent Devices

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....
Can DataRobot and Chevron Prove Agentic AI Is Ready for Critical Edge Operations?
June 3, 2026

Can DataRobot and Chevron Prove Agentic AI Is Ready for Critical Edge Operations?

DataRobot and Chevron's collaboration demonstrates edge AI's potential to transform industrial operations through autonomous inspections and real-time assessments, marking a pivotal moment in enterprise AI adoption....
Can NVIDIA’s RTX Spark Make Home AI a Relief Valve for the Grid
June 2, 2026

Can NVIDIA’s RTX Spark Make Home AI a Relief Valve for the Grid?

Brendan Burke, Research Director at Futurum, argues NVIDIA RTX Spark could make home AI a relief valve for a strained grid, but warns memory bandwidth and an alpha-stage OpenShell stack...
Broadcom Lays the Pipeline for the Intelligent Edge With 50G PON and Wi-Fi 8 at COMPUTEX 2026
June 2, 2026

Broadcom Lays the Pipeline for the Intelligent Edge With 50G PON and Wi-Fi 8 at COMPUTEX 2026

Brendan Burke, Research Director at Futurum, shares his insights on Broadcom’s broadband Edge AI portfolio and why seeding NPUs across the home makes connectivity, not compute, the real constraint on...
HP Q2 FY 2026 Earnings Emphasize AI PC Mix Shift Amid Cost Pressure
June 1, 2026

HP Q2 FY 2026 Earnings Emphasize AI PC Mix Shift Amid Cost Pressure

Futurum Research reviews HP’s Q2 FY 2026 earnings, focusing on AI PC mix shift, pricing and configuration actions, and how memory cost pressure shapes second-half execution....
NetApp Q4 FY 2026: AI Deployments Accelerate High-Performance Storage Demand
June 1, 2026

NetApp Q4 FY 2026: AI Deployments Accelerate High-Performance Storage Demand

Futurum Research analyzes NetApp’s Q4 FY 2026 earnings, focusing on AI-driven infrastructure demand, hybrid cloud execution, public cloud mix, and what FY 2027 guidance implies for growth durability....
Can Google and Samsung Displace Meta in the Smart Glasses Segment?
May 27, 2026

Can Google and Samsung Displace Meta in the Smart Glasses Segment?

Olivier Blanchard, Research Director at Futurum, shares his insights on Google's intelligent eyewear and whether Gemini-powered smart glasses can overcome the privacy and adoption issues that hurt Google Glass....
AMD Venice
May 22, 2026

AMD’s Venice Ramping on 2nm: Can AMD Reset the AI Data Center Power Balance?

Brendan Burke, Research Director at Futurum, shares how AMD's 6th Generation EPYC Venice processor on TSMC's 2nm technology addresses critical data center power and efficiency demands in agentic AI workloads....
PC Pricing & Demand Under Pressure: How Consumers Will Actually Respond
May 21, 2026

PC Pricing & Demand Under Pressure: How Consumers Will Actually Respond

In this Market Study, Futurum Research examines how consumer PC buyers respond to rising prices and why most remain addressable through adjustments in timing, configuration, or channel....
SiFive's P570 Gen 3 Tests Whether RISC-V Can Challenge Arm in Consumer Silicon
May 13, 2026

SiFive’s P570 Gen 3 Tests Whether RISC-V Can Challenge Arm in Consumer Silicon

Brendan Burke, Research Director at Futurum, examines how SiFive's P570 Gen 3 brings fully out-of-order vector execution and RVA23 compliance to consumer and edge markets, challenging Arm's decade-old midrange dominance....

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