Brendan Burke, Research Director at Futurum, analyzes how a $2 billion CHIPS Act investment positions IBM's Anderson foundry as central to American quantum industrial policy while supporting competing quantum technologies....
Brendan Burke, Research Director at Futurum, shares how AMD's 6th Generation EPYC Venice processor on TSMC's 2nm technology addresses critical data center power and efficiency demands in agentic AI workloads....
Nick Patience, VP and Practice Lead for AI Platforms at The Futurum Group, examines NVIDIA’s Q1 FY2027 results: record Blackwell-driven data center revenue, the Vera CPU opportunity for agentic AI,...
Brendan Burke, Research Director at Futurum, analyzes how Analog Devices' $1.5 billion Empower Semiconductor acquisition addresses critical power delivery constraints in AI data centers....
Brendan Burke, Research Director at Futurum, analyzes how Applied Materials' partnership with Broadcom signals a fundamental shift in semiconductor ecosystem collaboration....
Brendan Burke, Research Director at Futurum, reviews Applied Materials Q2 FY 2026 earnings, focusing on AI-driven mix shift into leading-edge logic, DRAM, and advanced packaging, plus services growth tied to...
Brendan Burke, Research Director at Futurum, reviews how Cerebras' $95B valuation reflects investor confidence in XPU market growth through 2030, backed by $24.6B in contracted backlog....
Futurum Research reviews Cisco Q3 FY 2026 earnings, focusing on hyperscaler AI infrastructure demand, campus networking refresh momentum, and security positioning for agentic AI risks....
Biohub is funding 15 research teams to develop immune cell reprogramming tools, creating a modular approach that could reshape diagnostics, therapy, and prevention across diseases....
SiTime's Q1 2026 revenue surged 88% to $113.6M, driven by AI and high-performance systems demanding precision timing as a critical system requirement....
Brendan Burke, Research Director at Futurum, examines how SiFive's P570 Gen 3 brings fully out-of-order vector execution and RVA23 compliance to consumer and edge markets, challenging Arm's decade-old midrange dominance....
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