Category: Semiconductors, Supply Chain, & Emerging Tech

Qualcomm’s Snapdragon Wear Elite Redefines the AI Wearable Stakes—But Who Wins the Wrist War?
April 22, 2026

Qualcomm’s Snapdragon Wear Elite Redefines the AI Wearable Stakes—But Who Wins the Wrist War?

Qualcomm's Snapdragon Wear Elite marks a turning point in wearable AI, delivering a dedicated neural processing unit for on-device intelligence, privacy, and real-time voice interactions—positioning the company against Apple and...
CadenceLIVE 2026 — Can Agentic AI Finally Crack 3D IC Design Automation?
April 22, 2026

CadenceLIVE 2026 — Can Agentic AI Finally Crack 3D IC Design Automation?

Brendan Burke, Research Director at Futurum, unpacks CadenceLIVE 2026's agentic AI expansion—ViraStack, InnoStack, and a customer-tested Mental Model architecture—and why 3D IC design automation remains the semiconductor industry's hardest unsolved...
Cerebras S-1 Teardown: Is the $23B Wafer-Scale IPO the End of GPU Homogeneity?
April 22, 2026

Cerebras S-1 Teardown: Is the $23B Wafer-Scale IPO the End of GPU Homogeneity?

Brendan Burke, Research Director at Futurum, examines Cerebras Systems' S-1 filing and $23B valuation, dissecting the $20B OpenAI deal, 86% UAE revenue concentration, and whether wafer-scale silicon can survive the...
pple’s CEO Transition- Can John Ternus Build on Tim Cook’s Legacy or Rewrite It?
April 21, 2026

Apple’s CEO Transition: Can John Ternus Build on Tim Cook’s Legacy or Rewrite It?

Apple's leadership transition to hardware veteran John Ternus signals a strategic shift. Analysts question whether his product-focused background can match Tim Cook's operational excellence while navigating AI disruption and intensifying...
Edge AI
April 21, 2026

Can Qualcomm’s Arduino Ventuno Q Break Nvidia’s Grip on Edge AI for Robotics?

Qualcomm's Arduino Ventuno Q single-board computer challenges NVIDIA Jetson by delivering edge AI for robotics at under $300, leveraging the Dragonwing IQ8 processor for cost-effective vertical integration....
Self-Driving Tech
April 21, 2026

Will AMD, Arm, and Qualcomm’s Bet on Wayve Rewrite the Self-Driving Tech Playbook?

Wayve's $60M funding round from semiconductor giants AMD, Arm, and Qualcomm signals a shift: chip makers are entering autonomous vehicle development, challenging automakers and hyperscalers for platform dominance....
Cadence and NVIDIA
April 20, 2026

Cadence and NVIDIA Double Down on AI-Driven Engineering—Accelerated Computing Bridges Simulation and Verification

Cadence and NVIDIA have announced an expanded partnership embedding agentic AI and GPU acceleration into simulation and verification platforms, reshaping engineering productivity across RTL design, analog, and 3D IC workflows....
Meta’s MTIA Partnership With Broadcom Solidifies the Future of XPUs in Inference Optimization
April 20, 2026

Meta’s MTIA Partnership With Broadcom Solidifies the Future of XPUs in Inference Optimization

Brendan Burke, Research Director at Futurum, examines how the Meta Broadcom MTIA partnership expands custom AI silicon and tests whether multi-gigawatt infrastructure can scale efficiently....
Wayve's $60M Series D Extension: Can UK AI Autonomy Compete With US and China?
April 17, 2026

Wayve’s $60M Series D Extension: Can UK AI Autonomy Compete With US and China?

Wayve's $60M Series D from AMD, Arm, and Qualcomm signals backing for sovereign AI, but questions remain whether the UK startup can compete with better-capitalized US and Chinese rivals amid...
Synopsys Extends Simulation Reach to the Lunar Surface via Artemis Program
April 15, 2026

Synopsys Extends Simulation Reach to the Lunar Surface via Artemis Program

Brendan Burke, Research Director at Futurum, examines how Synopsys supports NASA's Artemis program with electromagnetic simulation and digital twin technology for spacesuit safety and lunar cellular network validation....
Unblocking AI Compute: SiFive Intelligence’s Open Solution for Edge to Cloud Scale
April 14, 2026

Unblocking AI Compute: SiFive Intelligence’s Open Solution for Edge to Cloud Scale

In our latest Market Report, Unblocking AI Compute: SiFive Intelligence’s Open Solution for Edge to Cloud Scale, completed in partnership with SiFive, Futurum Research explores how shifting AI workload demands...
CoreWeave's Anthropic and Meta Partnerships
April 13, 2026

CoreWeave’s Anthropic and Meta Wins Validate Benchmark Outperformance

Brendan Burke, Research Director at Futurum, examines how CoreWeave's $21B Meta deal and Anthropic partnership validate the neocloud model for frontier AI infrastructure built on MLPerf-leading performance....

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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