Nick Patience, VP and Practice Lead for AI Platforms at The Futurum Group, examines NVIDIA’s Q1 FY2027 results: record Blackwell-driven data center revenue, the Vera CPU opportunity for agentic AI,...
Brendan Burke, Research Director at Futurum, analyzes how Analog Devices' $1.5 billion Empower Semiconductor acquisition addresses critical power delivery constraints in AI data centers....
Brendan Burke, Research Director at Futurum, reviews how Cerebras' $95B valuation reflects investor confidence in XPU market growth through 2030, backed by $24.6B in contracted backlog....
SiTime's Q1 2026 revenue surged 88% to $113.6M, driven by AI and high-performance systems demanding precision timing as a critical system requirement....
Futurum Research reviews CoreWeave Q1 FY 2026 earnings, focusing on backlog growth, capacity scaling, and the near-term cost timing that shapes margin progression....
Brendan Burke, Research Director at Futurum, analyzes how OpenAI's MRC Networking Protocol addresses supercomputer bottlenecks and could redefine large-scale AI training economics through improved efficiency....
Brendan Burke, Research Director at Futurum, reviews Microchip’s Q4 FY 2026 earnings, focusing on recovery execution and data center connectivity wins....
Brendan Burke, Research Director at Futurum, reviews Astera Labs’ Q1 FY 2026 earnings, focusing on PCIe Gen 6 mix, and how optics and custom programs shape the next growth phase....
Brendan Burke, Research Director at Futurum, reviews Coherent’s Q3 FY 2026 earnings, focusing on datacenter optics demand, manufacturing capacity expansion, and how systems and CPO roadmaps shape near-term execution priorities....
Brendan Burke, Research Director at Futurum, reviews Arm Q4 FY 2026 earnings, focusing on Arm AGI CPU traction, cloud royalty momentum, and what agentic AI implies for CPU demand in...
Futurum Research analyzes SiTime’s Q1 FY 2026 earnings, focusing on AI data center timing demand, inference-driven synchronization needs, and what the Q2 outlook implies for precision timing content growth....
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