Category: Semiconductors, Supply Chain, & Emerging Tech

Arm AGI CPU
April 30, 2026

Arm AGI CPU Goes to Market via Supermicro and Verda at 2026 OCP EMEA Summit

Brendan Burke, Research Director at Futurum, examines how OCP standards enable Supermicro and Verda to deploy integrated Arm-NVIDIA platforms optimized for agentic AI workloads....
Automotive Industrial Momentum
April 30, 2026

NXP’s Q1 2026: Can Automotive and Industrial Momentum Outrun Semiconductor Volatility?

Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices at Futurum, NXP Semiconductors leveraged automotive and industrial momentum to deliver a 12% year-over-year revenue surge in Q1 2026, despite broader...
April 29, 2026

Orbital Computing Can Reach $1 Trillion Addressable Market by 2030

The rise of orbital computing, driven by massive AI workload demand (300 GW by 2030) and the crisis of terrestrial grid connection delays, presents a trillion-dollar market opportunity. Futurum Research...
ABB Q1 FY 2026 Earnings Driven by Data Center and Grid Demand
April 28, 2026

ABB Q1 FY 2026 Earnings Driven by Data Center and Grid Demand

Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices at The Futurum Group, analyzes ABB’s Q1 FY 2026 earnings, focusing on electrification demand tied to data centers and grid upgrades....
IBM Q1 FY 2026 Earnings Show Software Growth and Mainframe AI Monetization
April 28, 2026

IBM Q1 FY 2026 Earnings Show Software Growth and Mainframe AI Monetization

Futurum Research reviews IBM Q1 FY 2026 earnings, focusing on software mix durability, Confluent-driven data streaming strategy, and mainframe AI inferencing as IBM maintains full-year growth and cash flow expectations....
Texas Instruments Q1 FY 2026: Data Center and Industrial Demand Lift Outlook
April 27, 2026

Texas Instruments Q1 FY 2026: Data Center and Industrial Demand Lift Outlook

Brendan Burke, Research Director at Futurum, analyzes Texas Instruments’ Q1 FY 2026 earnings, focusing on data center power content, and how supply readiness shapes outlook for the next quarters....
STMicroelectronics Q1 FY 2026 Earnings Show Early AI and Satellite Upside
April 27, 2026

STMicroelectronics Q1 FY 2026 Earnings Show Early AI and Satellite Upside

Brendan Burke, Research Director, analyzes STMicroelectronics’ Q1 FY 2026 earnings, focusing on AI data center and LEO satellite momentum, photonics ramp timing....
Intel Q1 FY 2026 Earnings Point to Agentic CPU Demand and Foundry Upside
April 27, 2026

Intel Q1 FY 2026 Earnings Point to Agentic CPU Demand and Foundry Upside

Brendan Burke, Research Director at Futurum, analyzes Intel’s Q1 FY 2026 earnings, focusing on CPU demand tied to inference and agentic workloads, customer LTAs, and foundry and packaging execution signals....
Meta’s AWS Pact Reframes the Graviton CPU as an AI Workhorse
April 27, 2026

Meta’s AWS Pact Reframes the Graviton CPU as an AI Workhorse

Brendan Burke, Research Director at Futurum, examines Meta's agreement with AWS to deploy tens of millions of Graviton cores, signaling a shift toward purpose-built CPUs as critical infrastructure for scaling...
EDA Vendors Race to Align With TSMC's Angstrom-Era Roadmap at Technology Symposium
April 24, 2026

EDA Vendors Race to Align With TSMC’s Angstrom-Era Roadmap at Technology Symposium

Brendan Burke, Research Director at Futurum, examines how Synopsys, Cadence, and Siemens EDA align with TSMC's sub-2nm roadmap, revealing divergent strategies as COUPE co-packaged optics create a new multiphysics EDA...
Google Splits Its TPU Line to Enter the Era of Agentic Silicon
April 24, 2026

Google Splits Its TPU Line to Enter the Era of Agentic Silicon

Brendan Burke, Research Director at Futurum, examines Google's split of its eighth-generation TPU line into TPU 8t for training and TPU 8i for inference, signaling a structural shift toward workload-specific...
Industrial AI
April 23, 2026

Can Lenovo’s AI Manufacturing Push at Hannover Messe Rewrite the Playbook for Industrial Scale?

Lenovo showcases AI solutions at Hannover Messe 2026, claiming 85% faster lead times. With 94% of manufacturers planning AI investment increases, competition intensifies between Lenovo, Siemens, and Rockwell Automation....

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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