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...
Brendan Burke, Research Director at Futurum, analyzes Marvell's dual PCIe 6.0 and CXL 3.0 switch launches from its XConn acquisition and what they mean for the open fabric challenge to...
Brendan Burke, Research Director at Futurum, analyzes Coherent's expanded $21 billion CPO TAM disclosed at OFC 2026 and how NVIDIA's Spectrum-6 and Kyber architectures create structural demand for co-packaged optics...
Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices at Futurum, examines Acer’s FY 2025 results and multi-engine strategy signal as PCs face potential 2026 headwinds and the company expands...
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....
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...
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...
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....
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...
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...
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...
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....
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