Category: Semiconductors, Supply Chain, & Emerging Tech

NVIDIA Aims Vera Rubin at Agentic Post-Training With Proven CoreWeave Results
July 21, 2026

NVIDIA Aims Vera Rubin at Agentic Post-Training With Proven CoreWeave Results

Brendan Burke, Research Director at Futurum, shares his insights on agentic post-training as the new target for AI hardware hill climbing, as NVIDIA Vera Rubin benchmarks from Perplexity and Prime...
Azure's AMD Partnership Expands: Is Reinforcement Learning the Hardware Bottleneck?
July 21, 2026

Azure’s AMD Partnership Expands: Is Reinforcement Learning the Hardware Bottleneck?

Brendan Burke, Research Director at Futurum, examines how Azure's AMD Partnership expands across GPUs, CPUs, and networking to address frontier model inference and reinforcement learning workloads, signaling evolution of AI...
July 21, 2026

Azure’s AMD Partnership Expands: Is Reinforcement Learning the Hardware Bottleneck?

Brendan Burke, Research Director at Futurum, examines how Azure's AMD Partnership expands across GPUs, CPUs, and networking to address frontier model inference and reinforcement learning workloads, signaling evolution of AI...
ASUS ROG Gjallar: Is AI-Enhanced Audio the Next Gaming Peripheral Battleground?
July 21, 2026

ASUS ROG Gjallar: Is AI-Enhanced Audio the Next Gaming Peripheral Battleground?

ASUS launches ROG Gjallar, a gaming soundbar with Dolby Atmos and AI-powered echo cancellation, signaling that intelligent audio endpoints are the next gaming frontier....
QumulusAI Lists on Nasdaq: The Speed Advantage of a Distributed Path to Multi-Gigawatt Scale
July 20, 2026

QumulusAI Lists on Nasdaq: The Speed Advantage of a Distributed Path to Multi-Gigawatt Scale

Brendan Burke, Research Director at Futurum, examines QumulusAI's Nasdaq listing targeting 2.5 gigawatts of GPU capacity by 2027, with distributed inference accelerating infrastructure deployment....
July 20, 2026

QumulusAI Lists on Nasdaq: The Speed Advantage of a Distributed Path to Multi-Gigawatt Scale

Brendan Burke, Research Director at Futurum, examines QumulusAI's Nasdaq listing targeting 2.5 gigawatts of GPU capacity by 2027, with distributed inference accelerating infrastructure deployment....
Cadence AuraStack Extends Agentic Leadership Toward Advanced Packaging Design
July 16, 2026

Cadence AuraStack Extends Agentic Leadership Toward Advanced Packaging Design

Brendan Burke, Research Director at Futurum, examines how Cadence AuraStack AI Super Agent extends agentic capabilities into PCB and advanced packaging design, delivering 2x faster time-to-market and directly competing with...
Will Intel Foundry's High-NA EUV Lead Compound Into a 14A Advantage?
July 16, 2026

Will Intel Foundry’s High-NA EUV Lead Compound Into a 14A Advantage?

Brendan Burke, Research Director at Futurum, analyzes Intel Foundry's High-NA EUV milestone that positions the chipmaker years ahead of rivals in advanced lithography manufacturing....
Nokia's AI-RAN Platform Puts a Number on the Software-Defined RAN Bet
July 15, 2026

Nokia’s AI-RAN Platform Puts a Number on the Software-Defined RAN Bet

Nick Patience, VP & Practice Lead for AI Platforms at Futurum, unpacks Nokia's new AI-RAN platform launch with NVIDIA and asks whether its 2x spectral efficiency target by 2028 holds...
Intel Pours €5 Billion into Ireland to Feed the Xeon Surge
July 14, 2026

Intel Pours €5 Billion into Ireland to Feed the Xeon Surge

Brendan Burke, Research Director at Futurum, examines how Intel's €5 billion investment in Ireland to expand Xeon 6 manufacturing signals confidence in its foundry business and commitment to meeting surging...
FOXTRON's Adoption of Dimensity AX C-X1 Validates MediaTek's Automotive Ambitions
July 13, 2026

FOXTRON’s Adoption of Dimensity AX C-X1 Validates MediaTek’s Automotive Ambitions

Olivier Blanchard, Research Director at The Futurum Group, examines how FOXTRON's adoption of MediaTek's Dimensity AX C-X1 platform moves AI-defined vehicle ambitions from platform development into commercial automotive deployment....
Can UST and Claude Make Physical AI the Next Enterprise Standard?
July 11, 2026

Can UST and Claude Make Physical AI the Next Enterprise Standard?

UST integrated Anthropic's Claude into core engineering platforms, reducing chip validation cycles by 50-70% and training 20,000 engineers on AI-native operations across multiple sectors....

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.

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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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