Category: Semiconductors, Supply Chain, & Emerging Tech

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....
Will Starcloud’s Orbital Data Centers Solve NVIDIA’s Terrestrial Energy Crisis?
April 2, 2026

Will Starcloud’s Orbital Data Centers Solve NVIDIA’s Terrestrial Energy Crisis?

Brendan Burke, Research Director at Futurum, shares insights on how Starcloud's $170M Series A funding validates the shift toward orbital data centers. As terrestrial power grids strain, space-based AI inference...
Will Ecolab's $4.75B CoolIT Systems Bet Define the Future of GPU Liquid Cooling?
April 1, 2026

Will Ecolab’s $4.75B CoolIT Systems Bet Define the Future of GPU Liquid Cooling?

Alex Smith and Brendan Burke share their insights on how Ecolab's $4.75 billion acquisition of CoolIT is a cross-industry move that reshapes the competitive landscape for data center liquid cooling....
SpaceX IPO 2026: Trillion-Dollar Bet or Regulatory Minefield?
March 30, 2026

SpaceX IPO 2026: Trillion-Dollar Bet or Regulatory Minefield?

SpaceX's anticipated 2026 IPO could value the company above $350 billion, testing whether public markets can price a vertically integrated space-and-connectivity giant amid regulatory and geopolitical challenges....
Can AMD Strengthen Both Logic and Memory Supply Chains with Samsung?
March 30, 2026

Can AMD Strengthen Both Logic and Memory Supply Chains With Samsung?

Brendan Burke, Research Director at Futurum, examines Samsung and AMD’s AI memory collaboration, focusing on HBM4 supply, DDR5 integration, and how memory constraints are shaping next-generation AI infrastructure....
Will Supermicro's Legal Crisis Shift Server Market Share to New Dell and HPE GPU Platforms?
March 27, 2026

Will Supermicro’s Legal Crisis Shift Server Market Share to New Dell and HPE GPU Platforms?

Brendan Burke, Research Director at Futurum, shares insights on how Supermicro's export crisis creates a GPU allocation opening for Dell and HPE, reshaping the AI server competitive landscape post-NVIDIA GTC...
Arm's $15 Billion CPU Opportunity Hinges on Agentic Data Center Design
March 26, 2026

Arm’s $15 Billion CPU Opportunity Hinges on Agentic Data Center Design

Brendan Burke, Research Director at Futurum Research, analyzes Arm's AGI CPU launch, the company's first production silicon in 35 years, and what the dual revenue model means for the data...
Lattice’s InfoSec Wins and AI Server Surge: Can a Specialist Outrun the Giants?
March 25, 2026

Lattice’s InfoSec Wins and AI Server Surge: Can a Specialist Outrun the Giants?

Futurum Research Finds Threats and Skills Shortages Dominate SOC Challenges
March 25, 2026

Will EU Cyber Resilience Rules Force a Global Security Reset for Tech Vendors?

From Proof of Concept to Inference ROI Overcoming the Five Failure Modes of Production AI with Nebius Token Factory
March 24, 2026

From Proof of Concept to Inference ROI: Overcoming the Five Failure Modes of Production AI with Nebius Token Factory

In our latest report, From Proof of Concept to Inference ROI: Overcoming the Five Failure Modes of Production AI with Nebius Token Factory, completed in partnership with Nebius, Futurum Research...

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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