Category: Semiconductors, Supply Chain, & Emerging Tech

Micron Q2 FY 2026 Earnings Driven by AI-Led Memory Demand
March 20, 2026

Micron Q2 FY 2026 Earnings Driven by AI-Led Memory Demand

Futurum Research reviews Micron Q2 FY 2026 earnings, focusing on AI-driven memory demand, HBM roadmap progress, supply constraints, and what the outlook signals for data center and edge markets....
NVIDIA GTC 2026 Day 1 - Can NVIDIA’s Ecosystem Accelerate the Inference Inflection
March 18, 2026

NVIDIA GTC 2026 Day 1 – Can NVIDIA’s Ecosystem Accelerate the Inference Inflection?

Brendan Burke, Research Director at Futurum, breaks down NVIDIA GTC 2026 Day 1, highlighting the NVIDIA Vera Rubin platform, the $27B Nebius-Meta deal, and how partners like HPE and Micron...
ASUSTeK Q4 FY 2025 Results Highlight Server Mix Shift and AI-Led Portfolio Expansion
March 17, 2026

ASUSTeK Q4 FY 2025 Results Highlight Server Mix Shift and AI-Led Portfolio Expansion

Olivier Blanchard, Research Director, Intelligent Devices at Futurum, reviews ASUSTeK’s Q4 2025 earnings, focusing on AI server momentum, portfolio shifts across PCs, and 2026 guidance implies for execution in a...
AWS Rises to the Agentic AI Moment With Cerebras Integration for Fast Inference
March 17, 2026

AWS Rises to the Agentic AI Moment With Cerebras Integration for Fast Inference

Brendan Burke, Research Director at Futurum, examines how the AWS-Cerebras partnership deploys disaggregated inference architecture through Amazon Bedrock, pairing Trainium prefill with Cerebras decode to target industry-leading speed....
Yann LeCun’s AMI Raises $1BN Seed Round - Is the World Model Era Finally Here
March 13, 2026

Yann LeCun’s AMI Raises $1BN Seed Round – Is the World Model Era Finally Here?

Nick Patience, VP & AI Platforms Practice Lead at Futurum, examines AMI Labs' $1.03B seed round - Europe's largest - and what it means for the world model era, sovereign...
Nebius Designs the Agentic Era of AI Cloud Platforms with NVIDIA Investment
March 13, 2026

Nebius Designs the Agentic Era of AI Cloud Platforms with NVIDIA Investment

Brendan Burke, Research Director at Futurum, examines NVIDIA’s $2 billion investment in Nebius and its implications for AI cloud infrastructure, including the push toward AI factories, inference platforms, and large-scale...
Synopsys Converge – Is the New Synopsys Ready to Own Multi-Physics Design
March 13, 2026

Synopsys Converge – Is the New Synopsys Ready to Own Multi-Physics Design?

Brendan Burke, Research Director at Futurum, shares his insights on Synopsys Converge 2026, where the "New Synopsys" unveiled Multiphysics-Fusion, AgentEngineer, and Ansys 2026 R1, among other announcements aimed at the...
Oracle Q3 FY 2026 Earnings Driven by OCI AI Infrastructure Demand
March 13, 2026

Oracle Q3 FY 2026 Earnings Driven by OCI AI Infrastructure Demand

Futurum Research analyzes Oracle’s Q3 FY 2026 earnings, focusing on OCI AI infrastructure momentum, sovereign cloud positioning, and Fusion’s embedded AI agents as the company scales capacity and backlog....
SkyWater's CEO Letter Redefines the US Foundry Model
March 12, 2026

SkyWater’s CEO Letter Redefines the US Foundry Model

Brendan Burke, Research Director at Futurum, examines SkyWater’s CEO letter and how it reframes mature nodes and advanced packaging as strategic infrastructure for quantum-era manufacturing....
Broadcom's DSP Launch Intensifies the AI Optics Race with Marvell
March 12, 2026

Broadcom’s DSP Launch Intensifies the AI Optics Race with Marvell

Brendan Burke, Research Director at Futurum, shares his analysis of Broadcom's 3nm Taurus BCM83640 400G/lane optical DSP and what it means for the intensifying competition with Marvell over 1.6T AI...
HPE Q1 FY 2026 Results Show Networking Strength, AI Backlog, and Higher Outlook
March 11, 2026

HPE Q1 FY 2026 Results Show Networking Strength, AI Backlog, and Higher Outlook

Futurum Research analyzes HPE’s Q1 FY 2026 earnings, focusing on networking-for-AI demand, memory-driven supply constraints, Juniper integration progress, and what the updated outlook implies for FY 2026 execution....
Can Applied Materials and Micron Crack the Materials Barrier Holding Back HBM?
March 11, 2026

Can Applied Materials and Micron Crack the Materials Barrier Holding Back HBM?

Brendan Burke, Research Director at Futurum, shares insights on the Applied Materials and Micron partnership to co-develop advanced materials engineering for next-generation memory scaling, and what it means for the...

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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