Brendan Burke, Research Director at Futurum, examines how OCP standards enable Supermicro and Verda to deploy integrated Arm-NVIDIA platforms optimized for agentic AI workloads....
Brendan Burke, Research Director at Futurum, analyzes Texas Instruments’ Q1 FY 2026 earnings, focusing on data center power content, and how supply readiness shapes outlook for the next quarters....
Brendan Burke, Research Director, analyzes STMicroelectronics’ Q1 FY 2026 earnings, focusing on AI data center and LEO satellite momentum, photonics ramp timing....
Brendan Burke, Research Director at Futurum, analyzes Intel’s Q1 FY 2026 earnings, focusing on CPU demand tied to inference and agentic workloads, customer LTAs, and foundry and packaging execution signals....
Southern California Edison's quarterly dividend declaration on preference stocks underscores financial stability despite mounting pressure to modernize infrastructure for AI-powered data center expansion....
Brendan Burke, Research Director at Futurum, examines Cerebras Systems' S-1 filing and $23B valuation, dissecting the $20B OpenAI deal, 86% UAE revenue concentration, and whether wafer-scale silicon can survive the...
Mirantis and NVIDIA's k0rdent AI and Run:ai integration solves GPU infrastructure deployment by delivering fully orchestrated, multi-tenant AI environments in minutes instead of weeks....
With 78% of organizations boosting AI budgets, Eridu emerges from stealth with $200M+ in funding, claiming to break the data center bottleneck—but whether new architectures solve the problem or just...
Brendan Burke, Research Director at Futurum, examines how the Meta Broadcom MTIA partnership expands custom AI silicon and tests whether multi-gigawatt infrastructure can scale efficiently....
Alastair Cooke, Research Director, Cloud and Data Center at Futurum, shares his insights on Hammerspace's announcement of an AI data platform based on NVIDIA’s reference architecture and Hammerspace’s universal namespace....
Brendan Burke, Research Director at Futurum, examines how CoreWeave's $21B Meta deal and Anthropic partnership validate the neocloud model for frontier AI infrastructure built on MLPerf-leading performance....
Anthropic's Google and Broadcom partnership signals a strategic pivot toward supply chain control, raising questions about whether vertical integration will strengthen or dilute its model-first identity....
Get important insights straight to your inbox, receive first looks at eBooks, exclusive event invitations, custom content, and more. We promise not to spam you or sell your name to anyone. You can always unsubscribe at any time.
Thank you, we received your request, a member of our team will be in contact with you.
