Nick Patience, AI Platforms Practice Lead at Futurum, shares his insights on NVIDIA’s $2 billion investment in CoreWeave to accelerate the buildout of over 5 gigawatts of specialized AI factories...
Brendan Burke, Research Director at The Futurum Group, explains how SPIE Photonics West 2026 revealed that scaling co-packaged optics depends on cross-domain engineering, thermal materials, and manufacturing testing....
Futurum Research analyzes Intel’s Q4 FY 2025 results, highlighting AI PC and data center demand, 18A/14A progress, and near-term supply constraints with guidance improving as supply recovers from Q2 FY...
Brendan Burke, Research Director at Futurum, explores how Tesla’s dual-foundry strategy for its AI5 chip enables record production scale and could make multi-foundry production the new standard for AI silicon....
Brendan Burke, Research Director at Futurum, analyzes the groundbreaking integration of NVIDIA NVLink Fusion into SiFive’s RISC-V IP, a move that signals the end of the proprietary CPU’s stranglehold on...
The need for edge AI inference is being met by QAI Moon, a new joint venture formed by Moonshot Energy, QumulusAI, and IXP.us to pair carrier-neutral internet exchange points with...
Brendan Burke, Research Director at Futurum, shares his insights on the unveilings of NVIDIA’s Rubin platform and AMD’s Helios platform at CES. These reveals emphasize that fast access to storage...
Futurum Research analyzes Micron’s Q1 FY 2026, focusing on AI-led demand, HBM commitments, and a pulled-forward capacity roadmap, with guidance signaling continued strength into FY 2026 amid persistent industry supply...
In our latest Analyst Insight Report, TAE Technologies: America’s Answer to Fusion Energy—And Why It Matters for AI Dominance, completed in partnership with TMTG, The Futurum Group covers the critical...
Futurum Research analyzes Broadcom’s Q4 FY 2025 results, highlighting accelerating AI semiconductor momentum, Ethernet AI switching backlog, and VMware Cloud Foundation gains, alongside system-level deliveries....
Brad Shimmin and Mitch Ashley at Futurum, share their insights on IBM’s $11B acquisition of Confluent. This bold move signals a strategic pivot, betting that real-time "data in motion" is...
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