Tom Hollingsworth, Networking Technology Advisor and Event Lead at Futurum, examines how the Marvell Teralynx T100 addresses AI networking power and latency constraints as hyperscalers build larger AI clusters....
NVIDIA Cosmos 3 launches as the first open omni-model for physical AI, targeting robotics and embodied AI with an open-source approach that challenges proprietary models from OpenAI, Google, and Amazon,...
Futurum Research analyzes HPE Q2 FY 2026 earnings, focusing on AI-driven demand across servers and networking, supply constraints affecting conversion, and what updated FY 2026 and FY 2027 guidance implies...
Brendan Burke, Research Director at Futurum, examines the Intel agentic AI pivot at COMPUTEX 2026, where Xeon 6+ on 18A, Rackscale Blueprints, and a Perplexity hybrid demo reframe the CPU...
Brendan Burke, Research Director at Futurum, examines how 800 VDC power architecture is emerging as a critical requirement for future AI factories as infrastructure constraints increasingly shift from silicon to...
Futurum Research analyzes Dell’s Q1 FY 2027 earnings, focusing on AI server demand, backlog dynamics, and what supply constraints mean for enterprise infrastructure plans....
Brendan Burke, Research Director at Futurum, examines how Intel Xeon 6+ on Intel 18A with Foveros Direct 3D leverages captive manufacturing and 288 E-cores to target agentic AI orchestration....
Nick Patience, VP & Practice Lead at Futurum, examines NVIDIA’s Cosmos 3 foundation model and open physical AI agent tools, assessing what the GTC Taipei announcements mean for enterprise robotics,...
Brendan Burke, Research Director at Futurum, examines how NVIDIA uses Vera CPU, DSX operations software, and BlueField-4 STX to engineer a software-defined agentic data center architecture at GTC Taipei....
Brendan Burke, Research Director at Futurum, argues NVIDIA RTX Spark could make home AI a relief valve for a strained grid, but warns memory bandwidth and an alpha-stage OpenShell stack...
Brendan Burke, Research Director at Futurum, shares his insights on Broadcom’s broadband Edge AI portfolio and why seeding NPUs across the home makes connectivity, not compute, the real constraint on...
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