Category: Semiconductors, Supply Chain, & Emerging Tech

Databricks AI’s GPU Reliability Push Exposes Hidden Risks for Large-Scale Training
July 3, 2026

Databricks AI’s GPU Reliability Push Exposes Hidden Risks for Large-Scale Training

Databricks AI reveals critical GPU reliability challenges in distributed training environments. Silent slowdowns and numerical corruption pose greater risks than visible failures, threatening model quality and compute efficiency at enterprise...
NVIDIA Jetson in Lunar Orbit Signals Commercial GPUs Are Ready for Spaceflight
July 1, 2026

NVIDIA Jetson in Lunar Orbit Signals Commercial GPUs Are Ready for Spaceflight

Brendan Burke, Research Director at Futurum, analyzes how Firefly Aerospace's deployment of NVIDIA Jetson in lunar orbit proves commercial GPUs now support demanding long-duration spaceflight missions....
Applied Materials' Master Class Schools Memory Makers on Logic-Class Fabrication
June 30, 2026

Applied Materials’ Master Class Schools Memory Makers on Logic-Class Fabrication

Brendan Burke, Research Director at Futurum, frames Applied Materials' advanced packaging systems for AI-scale HBM and 3D stacking as a logic-memory convergence that could double DRAM equipment spending....
Qualcomm’s Investor Day 2026 Agentic and AI Inference To Drive 2x Revenue Growth by 2030
June 29, 2026

Qualcomm’s Investor Day 2026: Agentic and AI Inference To Drive 2x Revenue Growth by 2030

Olivier Blanchard and Brendan Burke, Research Directors at Futurum, explain the significance of Qualcomm's June 24 Investor Day announcements as the company continues to evolve into a full-stack AI platform...
Qualcomm’s Data Center Reentry at Investor Day 2026 Arrives Just in Time for the Inference Decode Prize
June 29, 2026

Qualcomm’s Data Center Reentry at Investor Day 2026 Arrives Just in Time for the Inference Decode Prize

Brendan Burke and Olivier Blanchard, Research Directors at Futurum, explain why Qualcomm's June 24 Investor Day matters less for its new CPU than for its claim on the decode-heavy inference...
Jalapeño in Nine Months: Did AI Just Break Chip Design Timelines?
June 26, 2026

Jalapeño in Nine Months: Did AI Just Break Chip Design Timelines?

Brendan Burke, Research Director at Futurum, analyzes how OpenAI and Broadcom's Jalapeño accelerator achieved record nine-month tape-out using AI-assisted design optimization and advanced packaging....
Will Intel 18A-P Risk Production Bring External Foundry Customers Through the Door?
June 26, 2026

Will Intel 18A-P Risk Production Bring External Foundry Customers Through the Door?

Brendan Burke, Research Director at Futurum, examines how Intel 18A-P's new Power Boost transistor and 9% performance gain could drive external customer adoption and design starts on Intel's leading-edge foundry...
Look Past IBM’s 0.7nm Label: Nanostack Architecture Is the Real Breakthrough
June 26, 2026

Look Past IBM’s 0.7nm Label: Nanostack Architecture Is the Real Breakthrough

Brendan Burke, Research Director at Futurum, analyzes IBM's groundbreaking nanostack architecture that moves semiconductor scaling into the Z dimension for the first time, delivering transformative performance gains and restarts SRAM...
Quantum Fine-Tuning and the Energy Case for Quantum in AI
June 25, 2026

Quantum Fine-Tuning and the Energy Case for Quantum in AI

Daniel Newman at Futurum, shares his insights on the shift to energy-to-solution as the definitive metric for quantum AI, arguing that energy efficiency, not qubit counts, will dictate which architectures...
Micron Q3 FY 2026: HBM and LPDRAM Drive the Next Phase of AI Memory Growth
June 25, 2026

Micron Q3 FY 2026: HBM and LPDRAM Drive the Next Phase of AI Memory Growth

Futurum Research at The Futurum Group reviews Micron’s Q3 FY 2026 earnings, focusing on AI-led memory demand, Strategic Customer Agreements, HBM supply tightness, and greenfield ramp implications for FY 2027....
Can U.S. Quantum Ambitions Survive Supply Chain and Workforce Reality Checks?
June 24, 2026

Can U.S. Quantum Ambitions Survive Supply Chain and Workforce Reality Checks?

Alastair Cooke, Research Director, Hybrid Cloud & Infrastructure at Futurum, examines how supply chain and workforce challenges could derail U.S. quantum ambitions despite aggressive federal directives and investment initiatives....
June 24, 2026

AWS Summit NY 2026: Is AI Infrastructure AWS’s Real Agentic Moat?

Brendan Burke, Research Director at Futurum, recaps AWS Summit New York 2026, examining whether AI infrastructure—G7 Blackwell GPUs, QuEra quantum, AMD Outposts, and the RGN fabric—is the hyperscaler’s real agentic...

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.

Whether you are defining business, channel, or go-to-market strategy; evaluating vendors or justifying ROI; or commissioning research to fill an emerging market need, we have your back, with a program that answers your questions with the objectivity and credibility to drive real decisions.

To do it, we bring unmatched data to bear: Futurum research, surveys, and market projections; validated market feeds; ETR’s 15 years of insight from 10,000 technology decision-makers; G2’s buyer and user data; and what our analysts hear every day. Add leading primary collection, from AI-moderated voice interviews to surveys and analyst-led interviews, all turnkey, and every project comes out credible, nuanced, and actionable.

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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