Category: Semiconductors, Supply Chain, & Emerging Tech

Can the IBMArm Dual Architecture Processor Align the Mainframe With the Agentic CPU Market
September 14, 2026

Can the IBM/Arm Dual Architecture Processor Align the Mainframe With the Agentic CPU Market?

Brendan Burke, Research Director at Futurum, shares insights on IBM’s native Arm mainframe design and the execution tests that remain before deployment....
NVIDIA Groq 3 LPX’s Promise of World’s Fastest Inference Enters Full Production
September 14, 2026

NVIDIA Groq 3 LPX’s Promise of World’s Fastest Inference Enters Full Production

Brendan Burke, Research Director at Futurum, shares his insights on how NVIDIA Groq 3 LPX strengthens Vera Rubin and what cloud providers must prove before faster tokens support premium pricing....
NVIDIA and SpaceXAI Link Grok Expansion With Orbital Computing
September 14, 2026

NVIDIA and SpaceXAI Link Grok Expansion With Orbital Computing

Brendan Burke, Research Director at Futurum, shares insights on NVIDIA Vera CPU adoption across Grok and Starmind and the evidence required to validate orbital AI computing....
CISA and G7 Make PQC Transition an Immediate Imperative
September 11, 2026

CISA and G7 Make PQC Transition an Immediate Imperative

CISA and the G7 prioritize post-quantum cryptography now, not later. Red River's Quantum Cryptography Accelerator directly addresses their five key areas and counters the "harvest now, decrypt later" threat....
Motive's $1.3B Bet: Can Physical AI Crack Enterprise Supply Chain?
September 11, 2026

Motive’s $1.3B Bet: Can Physical AI Crack Enterprise Supply Chain?

Motive's $1.3B funding round from General Catalyst positions Physical AI as the solution to enterprise supply chain challenges, with focus on collision prevention and downtime reduction across 100,000 customers....
The Foundry Bet- IonQ, SkyWater, and the Industrialization of Quantum
September 10, 2026

The Foundry Bet: IonQ, SkyWater, and the Industrialization of Quantum

Futurum's Daniel Newman shares his insights on why quantum’s next phase is an industrialization race, why the SkyWater acquisition puts IonQ in the top echelon, and why the bet still...
Qualcomm Lands $60 Billion Custom Silicon and 1.6T Optics Deal with AWS, Backed by a $4 Billion Warrant
September 9, 2026

Qualcomm Lands $60 Billion Custom Silicon and 1.6T Optics Deal with AWS, Backed by a $4 Billion Warrant

Qualcomm announced a multi-generation collaboration with AWS covering customized silicon for AI inference and optical connectivity solutions extending up to 1.6T....
The Token Cost Reckoning Arrives in the CFO's Office
September 9, 2026

The Token Cost Reckoning Arrives in the CFO’s Office

In our latest thought leadership brief, The Token Cost Reckoning Arrives in the CFO's Office, completed in partnership with Google Cloud, Futurum Research examines how enterprises can track cost per...
Dell Technologies Q2 FY 2027 AI Orders Fuel Server and Storage Growth
September 9, 2026

Dell Technologies Q2 FY 2027: AI Orders Fuel Server and Storage Growth

Futurum Research analyzes Dell Technologies’ Q2 FY 2027 earnings, focusing on AI server backlog, infrastructure demand, storage pull-through, and FY 2027 guidance....
Why HPE Gave Oracle Equity Instead of a Price Cut on AI Gear
September 9, 2026

Why HPE Gave Oracle Equity Instead of a Price Cut on AI Gear

Tom Hollingsworth at Futurum examines why HPE issued Oracle a nominal-cost equity warrant alongside an expanded Juniper networking deal for Oracle's AI data centers....
HCLTech's Semiconductor Lab Bet Targets a $25.7B Channel Opportunity
September 8, 2026

HCLTech’s Semiconductor Lab Bet Targets a $25.7B Channel Opportunity

HCLTech launched its Advanced Semiconductor Lab in Bengaluru, investing Rs. 185 crore in a 40,000 sq ft facility to capitalize on a $25.7B channel ecosystem opportunity....
PyTorch Foundation Deepens Chinese AI Ecosystem Ties
September 8, 2026

PyTorch Foundation Deepens Chinese AI Ecosystem Ties

The PyTorch Foundation welcomed Alibaba Cloud, Cambricon, and Ant Group as Platinum and Gold members at PyTorch Conference China 2026, strengthening its position in the world's second-largest AI market with...

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

Newsletter Sign-up Form

Get important insights straight to your inbox, receive first looks at eBooks, exclusive event invitations, custom content, and more. We promise not to spam you or sell your name to anyone. You can always unsubscribe at any time.

All fields are required






Thank you, we received your request, a member of our team will be in contact with you.