Category: Semiconductors, Supply Chain, & Emerging Tech

Intel D-Series GPUs Make HBM Optional for Agentic Inference
October 19, 2026

Intel D-Series GPUs Make HBM Optional for Agentic Inference

Brendan Burke, Research Director at Futurum, shares insights on Intel D-series GPUs, 46,000-core Xeon agentic racks, open prompt routing, and the photonics roadmap Intel detailed at the 2026 OCP Global...
Applied Materials' EPIC Center Ties 2x Faster Innovation to a 2% WFE Share Gain by 2030
October 15, 2026

Applied Materials' EPIC Center Ties 2x Faster Innovation to a 2% WFE Share Gain by 2030

Brendan Burke, Research Director at Futurum, shares insights from the Applied Materials EPIC Center unveiling and SEMICON West investor breakfast, where yield innovation and new 2030 targets reset the AI...
AI-defined fabs
October 14, 2026

NVIDIA's cuPotential Takes the CUDA Moat Down to the Atom in the AI-Defined Fab

Burke, Research Director at Futurum, examines NVIDIA's SEMICON West 2026 launch of cuPotential and the AI-defined fab, weighing 30x vendor speedups against the absence of fab output data....
TI Debuts Nanosecond Power Telemetry at OCP to Cut AI Data Center Downtime
October 14, 2026

TI Debuts Nanosecond Power Telemetry at OCP to Cut AI Data Center Downtime

Brendan Burke, Research Director at Futurum, analyzes TI's OCP Summit debut of nanosecond power telemetry, 800V hot-swap control, and BAW timing, and whether analog platforms become the reliability layer of...
Astera Labs Orion Reimagines the XPU Rack as a Compute-Agnostic Platform
October 14, 2026

Astera Labs Orion Reimagines the XPU Rack as a Compute-Agnostic Platform

Brendan Burke, Research Director at Futurum, examines Astera Labs Orion, a compute-agnostic rack-scale reference design pooling up to 160 accelerators on PCIe Gen 6, and whether open racks can win...
Hackett's AI Supply Chain Benchmarks Quantify the Cost of Falling Behind
October 14, 2026

Hackett's AI Supply Chain Benchmarks Quantify the Cost of Falling Behind

The Hackett Group's AI benchmarks show AI-native supply chain operators achieve forecast error reductions up to 52% and cost declines of 12-17% across 16 enterprise workflows....
Lightmatter CPO
October 13, 2026

Lightmatter and Flex Bring 204.8 Tbps Co-Packaged Optics Into Open Racks

Brendan Burke, Research Director at Futurum, examines Lightmatter's 204.8T CPO switch tray with Flex and 102.4T XPU tray at OCP 2026, the first open rack photonic systems, and whether open...
Arm AGI CPU Posts 2x the Agentic Work Per Rack of AMD's EPYC 9755 at OCP 2026
October 13, 2026

Arm AGI CPU Posts 2x the Agentic Work Per Rack of AMD's EPYC 9755 at OCP 2026

Brendan Burke, Research Director at Futurum, examines Arm's agentic CPU benchmarks at OCP Global 2026, where a Signal65 study credits AGI CPU with 1.99x the modeled work per rack of...
Microsoft Maia 300 Bets Gigawatts on Dataflow Inference Silicon
October 13, 2026

Microsoft Maia 300 Bets Gigawatts on Dataflow Inference Silicon

Brendan Burke, Research Director at Futurum, examines Microsoft Maia 300, a decode-first inference accelerator with 18 TB/s of HBM4, and what multi-gigawatt Maia deployments mean for GPUs, TPU, and Trainium....
NVIDIA Unbundles the AI Factory and Turns Openness Into Its Strong Suit
October 13, 2026

NVIDIA Unbundles the AI Factory and Turns Openness Into Its Strong Suit

Brendan Burke, Research Director at Futurum, shares his insights on NVIDIA opening Vera Rubin to OCP, shipping the Vera CPU, landing Meta on Spectrum-6, and defining USFP optics with Cisco...
Cisco's USFP Brings 400G-per-Lane Design to NVIDIA's Optical Roadmap
October 13, 2026

Cisco's USFP Brings 400G-per-Lane Design to NVIDIA's Optical Roadmap

Brendan Burke and Tom Hollingsworth from The Futurum Group share insights on USFP pluggable optics, NVIDIA’s 400G-per-lane roadmap, and the implications for AI fabric density and power efficiency....
AMD Helion Makes the CPU Rack a First-Class Citizen of the AI Data Center
October 13, 2026

AMD Helion Makes the CPU Rack a First-Class Citizen of the AI Data Center

Brendan Burke, Research Director at Futurum, shares his insights on AMD Helion, the OCP-based agentic AI rack that makes the CPU rack a first-class citizen of the AI data center...

Welcome

The vision behind everything in Futurum’s Custom Research practice is this: research should show you what is happening, what comes next, and what to do about it. It should be personal to each audience, easy for people to grasp, and structured so LLMs can reason over it accurately. And it should be fast and turnkey; you want answers now, not another project to carry for quarters.

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And we don’t just drop the results in your lap. For internal work, we provide analyst-led sessions, interactive dashboards, and a range of formats. For market-facing work, Futurum delivers turnkey activation and amplification that actually gets seen, by people and by LLMs, through our media and share of voice. This is research that moves decisions and markets.

We will meet you wherever you are, from a fast-turn brief to a multi-year program, and shape the work to your goals, timeline, and budget. The right program for your moment.

If any of this is useful, I would love to talk.

Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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