Category: Semiconductors, Supply Chain, & Emerging Tech

compute partnership
April 13, 2026

Anthropic’s Google-Broadcom Deal: Model Company or Infrastructure Play?

Anthropic's Google and Broadcom partnership signals a strategic pivot toward supply chain control, raising questions about whether vertical integration will strengthen or dilute its model-first identity....
Will Intel Xeon CPUs Increase Google’s CPU:XPU Ratio?
April 13, 2026

Will Intel Xeon CPUs Increase Google’s CPU:XPU Ratio?

Brendan Burke, Research Director at Futurum, examines how Intel and Google's multiyear collaboration on Xeon CPUs and custom IPUs reframes the CPU as a strategic layer in heterogeneous AI infrastructure....
April 10, 2026

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Will SiFive's $400 Million Round Unblock the Data Center CPU Bottleneck?
April 10, 2026

Will SiFive’s $400 Million Round Unblock the Data Center CPU Bottleneck?

Brendan Burke, Research Director at Futurum, examines how SiFive's $400M Series G positions RISC-V to address the AI memory wall through decoupled vector architecture and latency-hiding queues for data center...
Can Intel Foundry’s Advanced Packaging Bring the Terafab Vision to the Stars
April 10, 2026

Can Intel Foundry’s Advanced Packaging Bring the Terafab Vision to the Stars?

Brendan Burke, Research Director at Futurum, examines how Intel's Terafab partnership with Tesla, SpaceX, and xAI positions Intel Foundry as a domestic advanced packaging and fabrication alternative at scale....
Applied Materials Arms Chipmakers for the GAA Era With Angstrom-Class Tools
April 9, 2026

Applied Materials Arms Chipmakers for the GAA Era With Angstrom-Class Tools

Brendan Burke, Research Director at Futurum, shares his analysis of Applied Materials' new GAA deposition systems and what the shift from lithography-led scaling to materials engineering means for the $115...
Anthropic's Gigawatt-Scale TPU Deal with Broadcom Creates a Structural Advantage
April 9, 2026

Anthropic’s Gigawatt-Scale TPU Deal with Broadcom Creates a Structural Advantage

Brendan Burke, Research Director at Futurum, examines Anthropic TPU expansion with Google and Broadcom, highlighting how multi-gigawatt compute deals and custom silicon are reshaping AI infrastructure scale and competition....
Packaging the AI Frontier: Intel Foundry’s Advanced Packaging Alignment with the XPU Industry Roadmap
April 9, 2026

Packaging the AI Frontier: Intel Foundry’s Advanced Packaging Alignment with the XPU Industry Roadmap

In our latest market brief, Packaging the AI Frontier: Intel Foundry’s Advanced Packaging Alignment with the XPU Industry Roadmap, completed in partnership with Intel Foundry, Futurum Research examines why advanced...
IBM and Arm Partner on Dual-Architecture Computing To Redefine Mainframes for AI
April 7, 2026

IBM and Arm Partner on Dual-Architecture Computing To Redefine Mainframes for AI

Brendan Burke, Research Director at Futurum, shares insights on IBM/Arm dual architecture. Arm workloads on IBM Z systems can expand software compatibility, flexibility, and support AI in regulated enterprise environments....
MediaTek Analyst Day 2026 - Is the New MediaTek Ready to Move Upmarket to AI PCs and Data Center
April 6, 2026

MediaTek Analyst Day 2026 – Is the New MediaTek Ready to Move Upmarket to AI PCs and Data Center?

Brendan Burke and Olivier Blanchard, Research Directors at Futurum, share insights on MediaTek Analyst Day 2026, analyzing their transition to a B2B powerhouse and the innovation behind their aggressive $1B...
Will NVIDIA Investment Accelerate Marvell’s XPU Growth?
April 2, 2026

Will NVIDIA Investment Accelerate Marvell’s XPU Growth?

Brendan Burke, Research Director at Futurum, reviews the NVIDIA-Marvell NVLink Fusion partnership, showing how heterogeneous AI infrastructure, custom silicon, and optical networking reshape ecosystem control and enterprise deployment flexibility....

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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