Brendan Burke, Research Director at Futurum, shares insights on IBM/Arm dual architecture. Arm workloads on IBM Z systems can expand software compatibility, flexibility, and support AI in regulated enterprise environments....
Brendan Burke and Olivier Blanchard, Research Directors at Futurum, share insights on MediaTek Analyst Day 2026, analyzing their transition to a B2B powerhouse and the innovation behind their aggressive $1B...
Brendan Burke, Research Director at Futurum, reviews the NVIDIA-Marvell NVLink Fusion partnership, showing how heterogeneous AI infrastructure, custom silicon, and optical networking reshape ecosystem control and enterprise deployment flexibility....
Keith Kirkpatrick, VP & Research Director at Futurum, covers Zoho’s latest enhancements to content management within WorkDrive 6.0, and discusses what the company needs to do to ensure it is...
Brendan Burke, Research Director at Futurum, shares insights on how Starcloud's $170M Series A funding validates the shift toward orbital data centers. As terrestrial power grids strain, space-based AI inference...
Alex Smith and Brendan Burke share their insights on how Ecolab's $4.75 billion acquisition of CoolIT is a cross-industry move that reshapes the competitive landscape for data center liquid cooling....
SpaceX's anticipated 2026 IPO could value the company above $350 billion, testing whether public markets can price a vertically integrated space-and-connectivity giant amid regulatory and geopolitical challenges....
Brendan Burke, Research Director at Futurum, examines Samsung and AMD’s AI memory collaboration, focusing on HBM4 supply, DDR5 integration, and how memory constraints are shaping next-generation AI infrastructure....
Brendan Burke, Research Director at Futurum, shares insights on how Supermicro's export crisis creates a GPU allocation opening for Dell and HPE, reshaping the AI server competitive landscape post-NVIDIA GTC...
Brendan Burke, Research Director at Futurum Research, analyzes Arm's AGI CPU launch, the company's first production silicon in 35 years, and what the dual revenue model means for the data...
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