Futurum Research analyzes Samsung’s Q4 FY 2025 results, highlighting AI-driven memory momentum, HBM and server SSD mix, foundry 2nm progress, and how 2026 supply, CapEx, and guidance shape execution....
Futurum Research analyzes Lam Research’s Q2 FY 2026 results, highlighting AI-driven WFE demand, GAA and advanced packaging adoption, and CSBG automation scale, with guidance pointing to a second-half weighted FY...
Futurum Research analyzes Meta’s Q4 FY 2025 earnings, focusing on AI-driven ads gains, stronger Reels and Threads engagement, and how 2026 infrastructure spend and messaging commerce shape enterprise AI strategy....
Futurum Research analyzes ASML’s Q4 FY 2025, highlighting EUV momentum, backlog coverage into 2027, and how fab readiness, mix, and upgrades shape 2026 execution and margins....
Alastair Cooke, CTO Adviser at Futurum, shares his insights on the partnership between Pure Storage and Nutanix to integrate Pure’s Evergreen Storage and FlashArray into Nutanix’s Cloud-like AHV and Prism....
Alastair Cooke, CTO Advisor at Futurum, shares his insights on Dell’s view of Hybrid storage to mitigate rising SSD costs. All-flash arrays have dominated; hybrid HDD and SSD options are...
Brendan Burke, Research Director at Futurum, analyzes Microsoft’s custom Maia 200 architecture and market position. The accelerator supports reinforcement learning with low-precision formats and deterministic networking....
Nick Patience, VP and AI Practice Lead at Futurum, examines Amazon’s EC2 G7e instances and how higher GPU memory, bandwidth, and networking change AI inference and graphics workloads....
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....
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