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Category: Semiconductors, Supply Chain, & Emerging Tech

Hammerspace Tier 0: Unlocking Greater Efficiency in GPU-Driven Computing
April 28, 2025

Hammerspace Tier 0: Unlocking Greater Efficiency in GPU-Driven Computing

In our latest Research Brief, Hammerspace Tier 0: Unlocking Greater Efficiency in GPU-Driven Computing, The Futurum Group explores how organizations can overcome latency and storage inefficiencies by unlocking stranded NVMe...
Lightmatter: Solving How to Interconnect Millions of Chips
April 23, 2025

Lightmatter: Solving How to Interconnect Millions of Chips

The Futurum Group’s Ron Westfall shares his insights on why Lightmatter can be a frontrunner in photonic supercomputing through its Passage M1000 and L200 products aimed at transforming AI infrastructure...
Micron Introducing Breakthrough G9 NAND to Premium Smartphones
April 22, 2025

Micron Introducing Breakthrough G9 NAND to Premium Smartphones

The Futurum Group’s Ron Westfall shares his insights on why Micron’s G9 NAND with UFS 4.1 and UFS 3.1 drives the mobile ecosystem forward by delivering faster, more efficient, and...
The Six Five Pod | EP 258: From Intel's Altera Sale to HPE's Elliot Shake-up: Tech's Turbulent Week
April 21, 2025

The Six Five Pod | EP 258: From Intel’s Altera Sale to HPE’s Elliot Shake-up: Tech’s Turbulent Week

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the whiplash-inducing tariff announcements affecting US-China trade, Intel's strategic move to sell a majority stake...
NBL100: Nokia Celebrates Bell Labs Innovation Powerhouse
April 15, 2025

NBL100: Nokia Celebrates Bell Labs Innovation Powerhouse

Ron Westfall, Research Director at The Futurum Group, shares insights on why Nokia CNS and Bell Labs are driving the portfolio innovation key to enable CSP and enterprise transformation of...
Can Synopsys and NVIDIA Redefine Chip Design Timelines with 30x Speed Gains?
April 14, 2025

Can Synopsys and NVIDIA Redefine Chip Design Timelines with 30x Speed Gains?

Richard Gordon, VP & Practice Lead, Semiconductors at The Futurum Group, examines how Synopsys and NVIDIA aim to accelerate chip design with Grace Blackwell, targeting 30x EDA speedups and enhanced...
Google Axion Challenges x86 in Cloud Workloads with Arm-Based Advantage
April 14, 2025

Google Axion Challenges x86 in Cloud Workloads with Arm-Based Advantage

Richard Gordon, VP & Practice Lead, Semiconductors at The Futurum Group, unpacks Google Axion’s strong benchmarks across AI, HPC, and cloud workloads, showing how Google’s custom Arm CPU could reshape...
Intel Vision 2025 Why Physical AI Beckons for Intel
April 14, 2025

Intel Vision 2025: Why Physical AI Beckons for Intel

Ron Westfall, Research Director at The Futurum Group, shares insights on why Intel possesses the key portfolio building blocks, such as AI accelerators, edge computing expertise, and a legacy of...
Google Cloud Next 2025: The Yellow Brick Road to AI Transformation
April 14, 2025

Google Cloud Next 2025: The Yellow Brick Road to AI Transformation

Nick Patience, AI Practice Lead at The Futurum Group, shares his insights - along with those of colleagues - on Google’s Cloud Next 25 event, held last week in Las...
Cloud Repatriation, AI Challenges and the Future of Enterprise Tech - Six Five Webcast - Infrastructure Matters
April 14, 2025

Cloud Repatriation, AI Challenges and the Future of Enterprise Tech – Six Five Webcast – Infrastructure Matters

Camberley Bates, Keith Townsend, and Dion Hinchcliffe delve into cloud repatriation, AI challenges, and the evolving dynamics of enterprise technology, offering valuable insights on the future of the sector....
The Six Five Pod | EP 257: Google Cloud Next, Tariff Tango, and the Market Whipsaw
April 14, 2025

The Six Five Pod | EP 257: Google Cloud Next, Tariff Tango, and the Market Whipsaw

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Google Cloud's infrastructure advancements, IBM's new mainframe capabilities, and the potential impact of tariffs on...
Secure Data Infrastructure in a Post-Quantum Cryptographic World
April 11, 2025

Secure Data Infrastructure in a Post-Quantum Cryptographic World

In our latest Research Brief, Secure Data Infrastructure in a Post-Quantum Cryptographic World, created in partnership with NetApp, The Futurum Group explores the quantum cybersecurity threat and offers a roadmap...

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