Category: Semiconductors, Supply Chain, & Emerging Tech

Generative AI Gets Competitive: IBM's Real-Time Strategy at the US Open – Six Five On The Road
September 5, 2025

Generative AI Gets Competitive: IBM’s Real-Time Strategy at the US Open – Six Five On The Road

Ritika Gunnar, GM of Data & AI at IBM, joins Daniel Newman to discuss IBM’s role at the US Open, innovations in AI-powered fan experiences, and how new platforms like...
A Conversation with MediaTek on the Latest AI Trends for Consumer Devices
September 4, 2025

A Conversation with MediaTek on the Latest AI Trends for Consumer Devices

Adam King, VP and GM at MediaTek, joins the webcast to share insights on the company's approach to bringing advanced AI capabilities to consumer devices, including smart home tech, Chromebooks,...
IBM and AMD Join Forces on Quantum-Centric Supercomputing Initiative
September 3, 2025

IBM and AMD Join Forces on Quantum-Centric Supercomputing Initiative

Ray Wang, Research Director at Futurum, shares insights on IBM and AMD’s partnership to build quantum-centric supercomputing architectures, merging quantum systems with HPC and AI accelerators to solve complex global...
Marvell Q2 FY 2026 Earnings: Data Center Growth Healthy but Overshadowed by Rising Competition
September 3, 2025

Marvell Q2 FY 2026 Earnings: Data Center Growth Healthy but Overshadowed by Rising Competition

Ray Wang, Research Director at Futurum, shares insights on Marvell’s Q2 FY2026 earnings, highlighting how AI-driven custom silicon, electro-optics, and recovery in enterprise and carrier markets are fueling broad-based growth....
Precision Timing’s Critical Impact on Data Center ROI
September 3, 2025

Precision Timing’s Critical Impact on Data Center ROI

As data centers pivot to AI, precision timing shifts from component choice to strategic lever. This brief shows how tighter synchronization and low-jitter clocking unlock higher throughput, stronger uptime, better...
The Six Five Pod | EP 274: Balancing Hype and Reality: The True Impact of AI on Tech Earnings
September 1, 2025

The Six Five Pod | EP 274: Balancing Hype and Reality: The True Impact of AI on Tech Earnings

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the recent Federal Reserve comments, Nvidia's impressive Q2 earnings, and Dell's strong AI server performance....
NVIDIA Q2 FY 2026 Earnings: Networking Steals the Spotlight and Q3 Ramp Will Be Key To Watch
August 28, 2025

NVIDIA Q2 FY 2026 Earnings: Networking Steals the Spotlight and Q3 Ramp Will Be Key To Watch

Futurum’s Ray Wang and Daniel Newman examine NVIDIA’s Q2 FY 2026 earnings, highlighting strong Blackwell adoption, record networking revenue, and accelerating AI demand across data center, gaming, and professional visualization....
Is NVIDIA's Jetson Thor the New Brain for General Robotics?
August 27, 2025

Is NVIDIA’s Jetson Thor the New Brain for General Robotics?

Ray Wang, Research Director at The Futurum Group shares his insights on the NVIDIA Jetson Thor, a new robotics computer with the server-class performance needed to run generative AI at...
Applied Materials Q3 FY 2025 Results Show Solid Quarterly Performance Overshadowed by China and Outlook Concerns
August 26, 2025

Applied Materials Q3 FY 2025 Results Show Solid Quarterly Performance Overshadowed by China and Outlook Concerns

Ray Wang, Research Director at Futurum, shares insights on Applied Materials Q3 FY 2025: record revenue and EPS with 48.9% gross margin, and a Q4 outlook below consensus on China...
NVIDIA Earnings Preview: Blackwell Demand Set to Fuel Another Blowout—and China’s Loyalty Isn’t Going Anywhere
August 26, 2025

NVIDIA Earnings Preview: Blackwell Demand Set to Fuel Another Blowout—and China’s Loyalty Isn’t Going Anywhere

Futurum’s Daniel Newman and Ray Wang share insights on the outlook of NVIDIA’s next earnings release....
America’s Bet on Intel: Why This Investment Is Existential for National Security and Tech Leadership
August 26, 2025

America’s Bet on Intel: Why This Investment Is Existential for National Security and Tech Leadership

Futurum’s Daniel Newman shares his insights on the US’s multi-billion-dollar investment in Intel to bolster domestic semiconductor manufacturing, vital for national security, economic competitiveness, and technological sovereignty....
The Six Five Pod | EP 273: Silicon Strategies: Government Stakes, AI Chips, and Market Volatility
August 25, 2025

The Six Five Pod | EP 273: Silicon Strategies: Government Stakes, AI Chips, and Market Volatility

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Intel's potential government stake, China's reliance on Nvidia, and the impact of Fed interest rate...

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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