Category: Semiconductors, Supply Chain, & Emerging Tech

Nokia Q2 FY 2026 Optical Strength Positions Nokia for the AI Buildout
July 24, 2026

Nokia Q2 FY 2026: Optical Strength Positions Nokia for the AI Buildout

Futurum Research analyzes Nokia’s Q2 FY 2026 earnings, focusing on AI and cloud order strength, optical and IP demand, AI-RAN timing, and supply constraints....
Texas Instruments Q2 FY 2026 Earnings Climb on Broad-based Analog Growth
July 24, 2026

Texas Instruments Q2 FY 2026 Earnings Climb on Broad-based Analog Growth

Brendan Burke, Research Director at Futurum, reviews Texas Instruments' Q2 FY 2026 earnings, the broad industrial recovery, doubling data center revenue, and automotive re-acceleration....
AMD Helios Reaches Parity with Vera Rubin NVL72: Can Open Standards Outflank NVIDIA?
July 24, 2026

AMD Helios Reaches Parity with Vera Rubin NVL72: Can Open Standards Outflank NVIDIA?

Brendan Burke, Research Director at Futurum, examines AMD's Helios launch and whether spec advantages over Vera Rubin NVL72 and a bet on open standards can convert into data center share....
Tesla's Cash Burn: Is the AI Gamble Worth the Risk?
July 23, 2026

Tesla’s Cash Burn: Is the AI Gamble Worth the Risk?

Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices at Futurum, Tesla faces mounting pressure to sustain AI and robotics investments while managing negative free cash flow amid intense automotive...
Why Did a Cryptomining Campaign Fail Despite 199 RubyGems?
July 23, 2026

Why Did a Cryptomining Campaign Fail Despite 199 RubyGems?

Mend.io's security team identified 199 malicious RubyGems and achieved complete takedown within hours, intercepting a cryptomining campaign before execution and demonstrating the critical importance of continuous open-source monitoring....
Intel Foundry Lands Fortinet SP6 as Custom Silicon Validation
July 22, 2026

Intel Foundry Lands Fortinet SP6 as Custom Silicon Validation

Brendan Burke and Fernando Montenegro, analysts at Futurum, share their insights on the Intel-Fortinet SP6 collaboration, what it validates about Intel Foundry's custom silicon strategy, and why the supply chain...
Microsoft and Mistral Expand Ties. Sovereignty, or Just Optionality?
July 22, 2026

Microsoft and Mistral Expand Ties. Sovereignty, or Just Optionality?

Nick Patience, VP & Practice Lead for AI Platforms at Futurum, unpacks Microsoft's expanded Mistral partnership and asks whether inference-only Foundry access and a multi-model sales pitch add up to...
Will NXP’s SAF9800 AI Audio Processor Become the Ears of the Car
July 22, 2026

Will NXP’s SAF9800 AI Audio Processor Become the Ears of the Car?

Brendan Burke, Research Director at Futurum, shares insights on NXP’s SAF9800 launch and why AI audio processing could make microphones the car’s next ADAS sensor as NXP’s automotive growth inflects...
Thales Strengthens Industrial Presence in Germany with Major Defense Contract
July 22, 2026

Thales Strengthens Industrial Presence in Germany with Major Defense Contract

Thales secured a major German defense contract, strengthening its European presence as a key sovereign supplier amid rising defense spending across the continent....
NVIDIA Aims Vera Rubin at Agentic Post-Training With Proven CoreWeave Results
July 21, 2026

NVIDIA Aims Vera Rubin at Agentic Post-Training With Proven CoreWeave Results

Brendan Burke, Research Director at Futurum, shares his insights on agentic post-training as the new target for AI hardware hill climbing, as NVIDIA Vera Rubin benchmarks from Perplexity and Prime...
Azure's AMD Partnership Expands: Is Reinforcement Learning the Hardware Bottleneck?
July 21, 2026

Azure’s AMD Partnership Expands: Is Reinforcement Learning the Hardware Bottleneck?

Brendan Burke, Research Director at Futurum, examines how Azure's AMD Partnership expands across GPUs, CPUs, and networking to address frontier model inference and reinforcement learning workloads, signaling evolution of AI...
ASUS ROG Gjallar: Is AI-Enhanced Audio the Next Gaming Peripheral Battleground?
July 21, 2026

ASUS ROG Gjallar: Is AI-Enhanced Audio the Next Gaming Peripheral Battleground?

ASUS launches ROG Gjallar, a gaming soundbar with Dolby Atmos and AI-powered echo cancellation, signaling that intelligent audio endpoints are the next gaming frontier....

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

Newsletter Sign-up Form

Get important insights straight to your inbox, receive first looks at eBooks, exclusive event invitations, custom content, and more. We promise not to spam you or sell your name to anyone. You can always unsubscribe at any time.

All fields are required






Thank you, we received your request, a member of our team will be in contact with you.