Category: Semiconductors, Supply Chain, & Emerging Tech

At CES, NVIDIA Rubin and AMD “Helios” Made Memory the Future of AI
January 12, 2026

At CES, NVIDIA Rubin and AMD “Helios” Made Memory the Future of AI

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...
Micron Technology Q1 FY 2026 Sets Records; Strong Q2 Outlook
December 18, 2025

Micron Technology Q1 FY 2026 Sets Records; Strong Q2 Outlook

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...
TAE Technologies: America’s Answer to Fusion Energy—And Why It Matters for AI Dominance
December 18, 2025

TAE Technologies: America’s Answer to Fusion Energy—And Why It Matters for AI Dominance

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...
Brendan Burke, Research Director
December 17, 2025

Brendan Burke

NVIDIA Bolsters AI/HPC Ecosystem with Nemotron 3 Models and SchedMD Buy
December 16, 2025

NVIDIA Bolsters AI/HPC Ecosystem with Nemotron 3 Models and SchedMD Buy

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...
Broadcom Q4 FY 2025 Earnings AI And Software Drive Beat
December 15, 2025

Broadcom Q4 FY 2025 Earnings: AI And Software Drive Beat

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....
Synopsys Q4 FY 2025 Earnings Highlight Resilient Demand, Ansys Integration
December 12, 2025

Synopsys Q4 FY 2025 Earnings Highlight Resilient Demand, Ansys Integration

Futurum Research analyzes Synopsys’ Q4 FY 2025 results, highlighting AI-era EDA demand, Ansys integration momentum, and the NVIDIA partnership....
Hewlett Packard Enterprise Q4 FY 2025 ARR Surges as AI Orders Build
December 8, 2025

Hewlett Packard Enterprise Q4 FY 2025: ARR Surges as AI Orders Build

Futurum Research analyzes HPE’s Q4 FY 2025 results, highlighting networking-led margin resiliency, AI server order momentum, and GreenLake ARR growth....
AWS re:Invent 2025: Wrestling Back AI Leadership
December 5, 2025

AWS re:Invent 2025: Wrestling Back AI Leadership

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...
NVIDIA Deepens Synopsys Ties to Advance Accelerated Engineering
December 5, 2025

NVIDIA Deepens Synopsys Ties to Advance Accelerated Engineering

Futurum Research examines how the expanded NVIDIA Synopsys partnership leverages accelerated computing, agentic AI, and digital twins to transform engineering and design workflows....
Marvell Q3 FY 2026 Posts Record Revenue, Higher Data Center Outlook
December 4, 2025

Marvell Q3 FY 2026 Posts Record Revenue, Higher Data Center Outlook

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...
Dell Technologies Q3 FY 2026 AI Orders, Backlog, and Outlook Rise
December 1, 2025

Dell Technologies Q3 FY 2026: AI Orders, Backlog, and Outlook Rise

Futurum Research analyzes Dell’s Q3 FY 2026 results, highlighting accelerating AI server demand, rack-scale deployment differentiation, and supply-chain execution amid rising memory costs....

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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