Brendan Burke, Research Director at Futurum, analyzes how AWS Graviton5's general availability redefines CPU architecture for agentic AI, with Meta deploying tens of millions of cores and customers halving their...
The Futurum Group’s Keith Kirkpatrick and Brad Shimmin share their insights on Zoho’s Nathu La server, and discuss the impact on the SaaS market, end customers, and Zoho’s competitors....
Brendan Burke, Research Director at Futurum, examines AMD's EPYC 9965's claimed 2.37x NVIDIA Vera throughput and 1.6x Intel Xeon performance in 100 kW rack-scale agentic workloads....
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....
Futurum Research reviews Broadcom’s Q2 FY 2026 earnings, focusing on AI semiconductor scaling, networking mix expectations, and VMware’s linkage to server buildouts ahead of Q3 guidance....
Tom Hollingsworth, Networking Technology Advisor and Event Lead at Futurum, examines how the Marvell Teralynx T100 addresses AI networking power and latency constraints as hyperscalers build larger AI clusters....
Futurum Research analyzes HPE Q2 FY 2026 earnings, focusing on AI-driven demand across servers and networking, supply constraints affecting conversion, and what updated FY 2026 and FY 2027 guidance implies...
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...
Brendan Burke, Research Director at Futurum, examines how 800 VDC power architecture is emerging as a critical requirement for future AI factories as infrastructure constraints increasingly shift from silicon to...
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....
Nick Patience, VP & Practice Lead at Futurum, examines NVIDIA’s Cosmos 3 foundation model and open physical AI agent tools, assessing what the GTC Taipei announcements mean for enterprise robotics,...
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