Category: Semiconductors, Supply Chain, & Emerging Tech

Will Regrello Help Salesforce Push Further Into Agentic AI Workflows?
August 21, 2025

Will Regrello Help Salesforce Push Further Into Agentic AI Workflows?

Keith Kirkpatrick, Research Director at Futurum, shares insights on Salesforce’s acquisition of Regrello and how its integration with Agentforce and Slack could transform enterprise workflows with agentic AI automation....
The Six Five Pod | EP 272: The Great Tech Reshuffle: Insights on Cisco, NVIDIA, and Industry Shifts
August 18, 2025

The Six Five Pod | EP 272: The Great Tech Reshuffle: Insights on Cisco, NVIDIA, and Industry Shifts

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss NVIDIA's dominance in AI, Intel's potential government investment, and Apple's foray into robotics. The hosts...
Coherent Q4 FY 2025 Earnings Rise on AI Datacenter and Networking Demand
August 15, 2025

Coherent Q4 FY 2025 Earnings Rise on AI Datacenter and Networking Demand

Ray Wang, Research Director at Futurum, examines Coherent’s Q4 FY 2025 earnings, highlighting AI datacenter and networking growth, margin gains, and the Aerospace and Defense sale to sharpen focus on...
Is NVIDIA’s RTX PRO 6000 Blackwell the Tipping Point for Enterprise AI Acceleration?
August 15, 2025

Is NVIDIA’s RTX PRO 6000 Blackwell the Tipping Point for Enterprise AI Acceleration?

Ray Wang, Research Director at Futurum, shares insights on NVIDIA RTX PRO 6000 Blackwell-powered 2U servers from top OEMs, delivering AI acceleration, efficiency gains, and broad workload support for enterprise...
Applied Materials’ New Partnership with Apple and Texas Instruments Aims to Enhance Domestic Innovation and Supply Chain
August 14, 2025

Applied Materials’ New Partnership with Apple and Texas Instruments Aims to Enhance Domestic Innovation and Supply Chain

Ray Wang, Research Director at Futurum, shares insights on Applied Materials’ work with Apple and Texas Instruments to supply US-made chip equipment and boost manufacturing under Apple’s $600 billion American...
AMD Upgrades Ryzen AI Max+ With 128B Parameter Model
August 13, 2025

AMD Expands Windows AI Limits With 128B Parameter Model Capability

Olivier Blanchard, Research Director at Futurum, shares his insights on AMD’s Variable Graphics Memory upgrade for the Ryzen AI Max+ 395, enabling up to 128B parameter models with full vision...
MLPerf v2.0 Results Highlight Hammerspace Tier 0’s Role in Maximizing GPU Utilization
August 13, 2025

MLPerf v2.0 Results Highlight Hammerspace Tier 0’s Role in Maximizing GPU Utilization

Krista Case, Research Director at Futurum, shares insights on Hammerspace MLPerf Tier 0 results, showcasing linear scaling, 3.7x efficiency gains, and high GPU utilization for AI storage performance....
Will Applied Materials Meet Expectations in the AI Capex Boom
August 12, 2025

Will Applied Materials Meet Expectations in the AI Capex Boom?

Insights on assessing Applied Materials’ Q3 2025 outlook amid AI-driven HBM demand and advanced packaging momentum....
Will NVIDIA and AMD Pass the 15% Fee to Chinese Buyers?
August 11, 2025

Will NVIDIA and AMD Pass the 15% Fee to Chinese Buyers?

Insights on how the recent 15% export license fee on NVIDIA’s H20 and AMD’s MI308 to China represents a significant policy development in the global AI semiconductor market....
Synopsys Wraps Up Ansys Acquisition, Targeting Integrated Design Solutions
August 11, 2025

Synopsys Wraps Up Ansys Acquisition, Targeting Integrated Design Solutions

Ray Wang, Research Director at Futurum, shares insights on Synopsys’ $35 billion acquisition of Ansys, uniting EDA and multiphysics simulation to deliver a unified silicon-to-systems design platform with a $31...
The Six Five Pod
August 11, 2025

The Six Five Pod | EP 271: Navigating AI’s Future: GPT-5, Palantir, Lip-Bu Tan, & Industry Disruption

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Trump's tariff threats on semiconductors, Apple's investment commitments, and Intel's leadership challenges. The hosts analyze...
August 8, 2025

NXP Strengthens Industrial Edge Capabilities With port GmbH Acquisition

Ray Wang, Research Director at Futurum shares his insights on NXP’s acquisition of port GmbH, examining how this move advances real-time industrial networking and simplifies protocol integration for software-defined manufacturing...

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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