Ray Wang and Daniel Newman at Futurum share their insights on how QumulusAI USD.AI financing uses tokenized GPU collateral and stablecoin liquidity to fund up to 70% of deployments, enabling...
Ray Wang and Daniel Newman at Futurum analyze Micron’s Q4 FY 2025 earnings, focusing on record data center momentum, HBM growth, and margin expansion, while highlighting how AI demand positions...
Olivier Blanchard, Research Director at Futurum, shares a recap of the litigation between Qualcomm and Arm, which includes a status report, analysis of the case and its broader ecosystem impact,...
Olivier Blanchard, Research Director at Futurum, shares his insights on MediaTek’s first 2nm SoC built with TSMC’s N2P process, promising up to 18% more performance and 36% lower power use,...
Ray Wang, Research Director at Futurum shares his insights on NeuReality’s launch of the NR2 AI-SuperNIC, built for 1.6 Tbps throughput with UEC compliance and in-network compute to address scale-out...
Ray Wang, Research Director at Futurum, shares his insights on NVIDIA Rubin CPX, a GPU purpose-built for long-context inference. With 8 EF racks, 3x faster attention, and $5 billion revenue...
In our latest Market Study, The Data Center Networking Imperative: Key Trends Driving the Next Era of Data Centers, The Futurum Group explores how IT leaders are elevating reliability to...
Ray Wang, Research Director at Futurum, examines Synopsys’ Q3 FY 2025 earnings, where strong Design Automation growth and Ansys contributions were tempered by weakness in Design IP and ongoing China-related...
Ray Wang, Research Director at Futurum, analyzes Broadcom’s Q3 FY2025 earnings, highlighting AI semiconductor momentum, VMware Cloud Foundation growth, and record backlog that reinforce Broadcom’s position in semiconductors and software....
Fernando Montenegro, VP & Practice Lead for Cybersecurity & Resilience at Futurum, examines HPE’s Q3 FY 2025 results, where record revenue, Juniper integration, and AI-driven momentum position the company for...
Ray Wang, Research Director at Futurum, shares insights on Marvell’s Q2 FY2026 earnings, highlighting how AI-driven custom silicon, electro-optics, and recovery in enterprise and carrier markets are fueling broad-based growth....
As data centers pivot to AI, precision timing shifts from component choice to strategic lever. This brief shows how tighter synchronization and low-jitter clocking unlock higher throughput, stronger uptime, better...
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