Category: Semiconductors, Supply Chain, & Emerging Tech

Cadence Q1 FY 2026 Earnings Driven by Agentic AI Expansion and Emulation Hardware
May 1, 2026

Cadence Q1 FY 2026 Earnings Driven by Agentic AI Expansion and Emulation Hardware

Brendan Burke, Research Director at Futurum Group, analyzes Cadence’s Q1 FY 2026 earnings, focusing on agentic AI product expansion and how automation strategy shapes FY 2026 execution....
Can AMD’s Edge Silicon Scale to the Trillion Dollar Orbital Opportunity?
May 1, 2026

Can AMD’s Edge Silicon Scale to the Trillion Dollar Orbital Opportunity?

Brendan Burke, Research Director at Futurum, examines AMD CTO Mark Papermaster's vision for extending the company's edge AI playbook into orbital computing, targeting a $1 trillion addressable market by 2030....
Cloud Enterprise
April 30, 2026

Microsoft’s Xbox Slide Puts Pressure on Cloud and Enterprise Ambitions

Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices at Futurum, analyzes how Microsoft's sharp Xbox contraction is forcing the company to lean harder on cloud and enterprise software as...
Arm AGI CPU
April 30, 2026

Arm AGI CPU Goes to Market via Supermicro and Verda at 2026 OCP EMEA Summit

Brendan Burke, Research Director at Futurum, examines how OCP standards enable Supermicro and Verda to deploy integrated Arm-NVIDIA platforms optimized for agentic AI workloads....
Automotive Industrial Momentum
April 30, 2026

NXP’s Q1 2026: Can Automotive and Industrial Momentum Outrun Semiconductor Volatility?

Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices at Futurum, NXP Semiconductors leveraged automotive and industrial momentum to deliver a 12% year-over-year revenue surge in Q1 2026, despite broader...
April 29, 2026

Orbital Computing Can Reach $1 Trillion Addressable Market by 2030

The rise of orbital computing, driven by massive AI workload demand (300 GW by 2030) and the crisis of terrestrial grid connection delays, presents a trillion-dollar market opportunity. Futurum Research...
ABB Q1 FY 2026 Earnings Driven by Data Center and Grid Demand
April 28, 2026

ABB Q1 FY 2026 Earnings Driven by Data Center and Grid Demand

Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices at The Futurum Group, analyzes ABB’s Q1 FY 2026 earnings, focusing on electrification demand tied to data centers and grid upgrades....
IBM Q1 FY 2026 Earnings Show Software Growth and Mainframe AI Monetization
April 28, 2026

IBM Q1 FY 2026 Earnings Show Software Growth and Mainframe AI Monetization

Futurum Research reviews IBM Q1 FY 2026 earnings, focusing on software mix durability, Confluent-driven data streaming strategy, and mainframe AI inferencing as IBM maintains full-year growth and cash flow expectations....
Texas Instruments Q1 FY 2026: Data Center and Industrial Demand Lift Outlook
April 27, 2026

Texas Instruments Q1 FY 2026: Data Center and Industrial Demand Lift Outlook

Brendan Burke, Research Director at Futurum, analyzes Texas Instruments’ Q1 FY 2026 earnings, focusing on data center power content, and how supply readiness shapes outlook for the next quarters....
STMicroelectronics Q1 FY 2026 Earnings Show Early AI and Satellite Upside
April 27, 2026

STMicroelectronics Q1 FY 2026 Earnings Show Early AI and Satellite Upside

Brendan Burke, Research Director, analyzes STMicroelectronics’ Q1 FY 2026 earnings, focusing on AI data center and LEO satellite momentum, photonics ramp timing....
Intel Q1 FY 2026 Earnings Point to Agentic CPU Demand and Foundry Upside
April 27, 2026

Intel Q1 FY 2026 Earnings Point to Agentic CPU Demand and Foundry Upside

Brendan Burke, Research Director at Futurum, analyzes Intel’s Q1 FY 2026 earnings, focusing on CPU demand tied to inference and agentic workloads, customer LTAs, and foundry and packaging execution signals....
Meta’s AWS Pact Reframes the Graviton CPU as an AI Workhorse
April 27, 2026

Meta’s AWS Pact Reframes the Graviton CPU as an AI Workhorse

Brendan Burke, Research Director at Futurum, examines Meta's agreement with AWS to deploy tens of millions of Graviton cores, signaling a shift toward purpose-built CPUs as critical infrastructure for scaling...

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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