Brendan Burke, Research Director at Futurum, analyzes Lattice’s Q1 FY 2026 earnings, focusing on compute and communications demand, improving channel visibility, and how the planned AMI acquisition broadens platform control....
Brendan Burke, Research Director at Futurum, reviews Tenstorrent's Galaxy Blackhole launch event featuring record inference performance through open standards and integrated RISC-V processing, accelerating Sovereign AI....
In our latest Market Brief, Five Layers of the AI Cake, completed in partnership with NVIDIA, Futurum Research examines AI as a five-layer infrastructure stack and explores what policymakers, investors,...
Brad Shimmin and Futurum Research analyze Microsoft Q3 FY 2026 earnings, focusing on cloud demand, Azure capacity constraints, Copilot usage intensity, and the shift toward user plus usage commercial models....
Futurum Research analyzes Qualcomm Q2 FY 2026 results, focusing on data center entry progress, agentic AI positioning across platforms, and continued handset constraints tied to memory supply dynamics....
Brendan Burke, Research Director at Futurum, examines AMD CTO Mark Papermaster's vision for extending the company's edge AI playbook into orbital computing, targeting a $1 trillion addressable market by 2030....
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...
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