Category: Semiconductors, Supply Chain, & Emerging Tech

HPE Q3 FY 2026 AI Infrastructure Demand Strengthens Outlook
September 4, 2026

HPE Q3 FY 2026: AI Infrastructure Demand Strengthens Outlook

Futurum Research analyzes HPE’s Q3 FY 2026 earnings, focusing on AI server demand, networking growth, supply constraints, and FY 2027 positioning....
Broadcom Q3 FY 2026 Can Custom Silicon Sustain AI Growth
September 4, 2026

Broadcom Q3 FY 2026: Can Custom Silicon Sustain AI Growth?

Futurum Research analyzes Broadcom’s Q3 FY 2026 earnings, focusing on AI custom silicon demand, networking growth, and Q4 FY 2026 guidance....
Thales-KSSL Rocket Deal: A Sovereign-Security Signal for Cyber Buyers
September 4, 2026

Thales-KSSL Rocket Deal: A Sovereign-Security Signal for Cyber Buyers

Thales and Kalyani Strategic Systems Limited's September 2026 alliance signals durable sovereign-security commitment to government and defence buyers, combining indigenous 70-mm rocket production with cyber-physical threat convergence capabilities....
Marvell Q2 FY 2027 Connectivity and Custom Silicon Fuel AI Growth
September 1, 2026

Marvell Q2 FY 2027: Connectivity and Custom Silicon Fuel AI Growth

Futurum Research at The Futurum Group analyzes Marvell’s Q2 FY 2027 earnings, focusing on AI infrastructure demand, data center growth, custom silicon, and FY 2027 guidance....
Rapidus' IIM-1 Fab Construction is Completed. Will Cadence Make It the First Agentic Foundry?
August 31, 2026

Rapidus’ IIM-1 Fab Construction is Completed. Will Cadence Make It the First Agentic Foundry?

Rapidus' IIM-1 fab completes construction in Chitose, leveraging Cadence Innostack AI Super Agent for its Raads platform and IBM 2nm transistor IP to compete with TSMC, Intel, and Samsung in...
Synopsys Q3 FY 2026 AI Design Demand Drives EDA Growth
August 31, 2026

Synopsys Q3 FY 2026: AI Design Demand Drives EDA Growth

Futurum Research analyzes Synopsys’ Q3 FY 2026 earnings, focusing on AI-driven EDA demand, Ansys integration, and FY 2027 monetization priorities....
HP Q3 FY 2026 Can Premium PCs Offset Memory Cost Pressure
August 31, 2026

HP Q3 FY 2026: Can Premium PCs Offset Memory Cost Pressure?

Futurum Research analyzes HP’s Q3 FY 2026 earnings, focusing on PC mix, AI PC demand, memory cost pressure, and guidance....
NVIDIA Q2 FY 2027 AI Infrastructure Demand Extends Into FY 2028
August 31, 2026

NVIDIA Q2 FY 2027: AI Infrastructure Demand Extends Into FY 2028

Futurum Research analyzes NVIDIA’s Q2 FY 2027 earnings, focusing on AI infrastructure demand, Vera Rubin production, Blackwell Ultra momentum, and FY 2028 growth expectations....
SiFive BigSky Ships the First RISC-V Server. Is the GPU Head Node the Prize
August 28, 2026

SiFive BigSky Ships the First RISC-V Server. Is the GPU Head Node the Prize?

Brendan Burke, Research Director at Futurum, shares his insights on SiFive's BigSky, the first enterprise-grade RISC-V server, and why CUDA head node duty for NVIDIA GPUs is the socket that...
NVIDIA Nears $12.9B Deal for Hugging Face, Escalating AI Ecosystem Strategy
August 28, 2026

NVIDIA Nears $12.9B Deal for Hugging Face, Escalating AI Ecosystem Strategy

Nick Patience, VP & Practice Lead of AI Platforms at Futurum, shares his insights on NVIDIA's reported $12.9 billion bid for Hugging Face and what it would mean for the...
QumulusAI Q2 FY 2026 118% Revenue Growth for Hyperspeed AI Compute Deployment
August 28, 2026

QumulusAI Q2 FY 2026: 118% Revenue Growth for Hyperspeed AI Compute Deployment

Brendan Burke, Research Director at Futurum, analyzes QumulusAI’s Q2 FY 2026 earnings, focusing on direct AI compute demand, GPU fleet expansion, and capacity execution....
NXP Tech Days Can Physical AI Reference Designs Solidify the Neural Axis
August 28, 2026

NXP Tech Days: Can Physical AI Reference Designs Solidify the Neural Axis?

Brendan Burke and Olivier Blanchard, Research Directors at Futurum, share their insights from NXP Tech Days Silicon Valley, where reference designs from humanoid hands to a four-board MCX A5 networking...

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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