Category: Intelligent Devices

AMD Q2 FY 2026 EPYC and Helios Fuel the Next AI Growth Phase
August 7, 2026

AMD Q2 FY 2026: EPYC and Helios Fuel the Next AI Growth Phase

Brendan Burke, Research Director at Futurum, analyzes AMD’s Q2 FY 2026 earnings, focusing on Data Center growth, EPYC demand, Helios momentum, and the next phase of AI infrastructure execution....
The Rise of the Super Agent: How Agentic AI Is Reshaping the Enterprise
August 5, 2026

Wayve and Uber’s Licensing Milestone: A Major shift for Autonomous Rides?

Transport for London grants vehicle licences to Wayve and Uber, marking a pivotal regulatory milestone for autonomous AI in public urban streets. Early rider access planned for summer 2026 as...
Autonomous AI
August 5, 2026

Wayve and Uber’s Licensing Milestone: A Major shift for Autonomous Rides?

Transport for London grants vehicle licences to Wayve and Uber, marking a pivotal regulatory milestone for autonomous AI in public urban streets. Early rider access planned for summer 2026 as...
August 4, 2026

Uncrewed Vessels Set to Revolutionize Anti-Submarine Warfare for Dutch Navy

Thales's selection to design uncrewed vessels for the Royal Netherlands Navy underscores OT/ICS security as defense's greatest challenge, with quantum-safe cryptography now standard....
Hitachi Vantara's Expanded Hybrid Cloud Storage Platform
August 4, 2026

Uncrewed Vessels Set to Revolutionize Anti-Submarine Warfare for Dutch Navy

Thales's selection to design uncrewed vessels for the Royal Netherlands Navy underscores OT/ICS security as defense's greatest challenge, with quantum-safe cryptography now standard....
Ingram Micro Q2 FY 2026: Xvantage Strengthens the AI Distribution Model
August 3, 2026

Ingram Micro Q2 FY 2026: Xvantage Strengthens the AI Distribution Model

Futurum Research analyzes Ingram Micro’s Q2 FY 2026 earnings, focusing on AI infrastructure, cloud growth, Xvantage adoption, and channel consolidation....
August 3, 2026

Ingram Micro Q2 FY 2026: Xvantage Strengthens the AI Distribution Model

Futurum Research analyzes Ingram Micro’s Q2 FY 2026 earnings, focusing on AI infrastructure, cloud growth, Xvantage adoption, and channel consolidation....
Qualcomm Q3 FY 2026: Automotive Growth Offsets Handset Weakness
August 3, 2026

Qualcomm Q3 FY 2026: Automotive Growth Offsets Handset Weakness

Futurum Research analyzes Qualcomm’s Q3 FY 2026 earnings, focusing on handset pressure, automotive growth, and the data center ramp....
Arm Q1 FY 2027: Data Center Royalties Strengthen as AGI CPU Gains Traction
August 3, 2026

Arm Q1 FY 2027: Data Center Royalties Strengthen as AGI CPU Gains Traction

Futurum Research analyzes Arm’s Q1 FY 2027 earnings, focusing on data center royalties, AGI CPU demand, edge AI growth, and smartphone royalty pressure....
August 3, 2026

Qualcomm Q3 FY 2026: Automotive Growth Offsets Handset Weakness

Futurum Research analyzes Qualcomm’s Q3 FY 2026 earnings, focusing on handset pressure, automotive growth, and the data center ramp....
AI infrastructure solution
August 2, 2026

Is Cooling-Defined Infrastructure the Future of AI Data Centers?

UNICOM Engineering and Fourier deploy 600+ megawatts of modular liquid-cooled AI infrastructure as the intelligent devices market surges from $7.1B to $123.6B by 2030....
August 2, 2026

Wayve’s Strategic Partnerships Signal a New Era for Autonomous Driving

Wayve, Uber, and Nissan's partnership unites AI software, vehicle manufacturing, and ride-hailing to accelerate robotaxi deployment as enterprise demand for autonomous operations surges....

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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