Brendan Burke, Research Director at Futurum, shares his insights on the unveilings of NVIDIA’s Rubin platform and AMD’s Helios platform at CES. These reveals emphasize that fast access to storage...
Futurum Research analyzes Micron’s Q1 FY 2026, focusing on AI-led demand, HBM commitments, and a pulled-forward capacity roadmap, with guidance signaling continued strength into FY 2026 amid persistent industry supply...
In our latest Analyst Insight Report, TAE Technologies: America’s Answer to Fusion Energy—And Why It Matters for AI Dominance, completed in partnership with TMTG, The Futurum Group covers the critical...
Nick Patience, AI Platforms Practice Lead at Futurum, shares his insights on NVIDIA's release of its Nemotron 3 family of open-source models and the acquisition of SchedMD, the developer of...
Futurum Research analyzes Broadcom’s Q4 FY 2025 results, highlighting accelerating AI semiconductor momentum, Ethernet AI switching backlog, and VMware Cloud Foundation gains, alongside system-level deliveries....
Futurum Research analyzes HPE’s Q4 FY 2025 results, highlighting networking-led margin resiliency, AI server order momentum, and GreenLake ARR growth....
Futurum analysts share their insights on how AWS re:Invent 2025 redefines the cloud giant as an AI manufacturer. We analyze Nova models, Trainium silicon, and AI Factories as AWS moves...
Futurum Research examines how the expanded NVIDIA Synopsys partnership leverages accelerated computing, agentic AI, and digital twins to transform engineering and design workflows....
Futurum Research analyzes Marvell’s Q3 FY 2026 results, highlighting accelerating AI-driven custom silicon and optics demand, plus how the Celestial AI acquisition advances a photonics-first roadmap for multi-year data center...
Futurum Research analyzes HP’s Q4 FY 2025 results, highlighting AI PC momentum, Print subscription/industrial traction, and an AI-enabled cost program shaping FY 2026 execution amid memory inflation headwinds....
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