Category: Semiconductors, Supply Chain, & Emerging Tech

The $246 Billion CPU Opportunity’s Winning Chip Has Not Been Designed Yet
October 1, 2026

The $246 Billion CPU Opportunity’s Winning Chip Has Not Been Designed Yet

Brendan Burke, Research Director at Futurum, sizes the 2030 server CPU market at $246 billion, two-thirds of it agentic. Scored against Microsoft Azure's fleet data, NVIDIA Vera is best aligned,...
Two Clouds Pick Cerebras in One Week to Make Multi-Silicon Inference Fast
October 1, 2026

Two Clouds Pick Cerebras in One Week to Make Multi-Silicon Inference Fast

Brendan Burke, Research Director at Futurum, examines how Gimlet Labs and General Compute plan to turn Cerebras decode speed into production clouds, and why multi-silicon inference is becoming a market...
AMD Acquires World Labs for $8.2 Billion to Design Silicon Around World Models
September 30, 2026

AMD Acquires World Labs for $8.2 Billion to Design Silicon Around World Models

Brendan Burke, Research Director at Futurum, shares insights on AMD's $8.2 billion World Labs acquisition and why verified video generation leadership makes world models the workload AMD's next silicon generations...
SCSK and Vector Bet on Edge ECU Co-Creation to Win SDV Software
September 30, 2026

SCSK and Vector Bet on Edge ECU Co-Creation to Win SDV Software

SCSK and Vector Informatik partnered to create an integrated edge ECU software platform reducing development effort by 50–80%, positioning SCSK as a cross-border automotive software ecosystem integrator....
NXP Secures 300mm Supply Control at a Discount as VSMC's Singapore Fab Opens
September 29, 2026

NXP Secures 300mm Supply Control at a Discount as VSMC's Singapore Fab Opens

Brendan Burke, Research Director at Futurum, shares his insights on the VSMC Singapore fab opening and why NXP's 40% stake secures 300mm specialty supply at a discount while the full-ramp...
Snapdragon X Elite Expands Qualcomm's PC Reach With Googlebook
September 29, 2026

Snapdragon X Elite Expands Qualcomm’s PC Reach With Googlebook

Olivier Blanchard, Research Director at Futurum, shares insights on Qualcomm's Googlebook launch, Android integration, and competition with Intel....
Is Qualcomm’s New Ultra-Premium Handset 2nm Snapdragon 8 Elite Gen 6 Extreme SOC In A League Of Its Own?
September 29, 2026

Is Qualcomm’s New Ultra-Premium Handset 2nm Snapdragon 8 Elite Gen 6 Extreme SOC In A League Of Its Own?

Olivier Blanchard, Research Director at The Futurum Group shares insights on the new 2nm Snapdragon 8 Elite Gen 6, examining Qualcomm’s two-tier flagship strategy and the software support its advanced...
NVIDIA Wants Agent Safety Enforced in Silicon
September 29, 2026

NVIDIA Wants Agent Safety Enforced in Silicon

Fernando Montenegro, Mitch Ashley, and Brendan Burke from Futurum analyze NVIDIA's Open Agent Safety Platform, which pairs OpenShell runtime controls with Sentry DPU monitoring to contain AI agents outside their...
Efinix Sapphire RV64
September 28, 2026

RISC-V Soft Cores Go 64-Bit With Efinix Sapphire RV64

Brendan Burke, Research Director at Futurum, shares insights on why the Efinix Sapphire RV64 makes the FPGA a 64-bit system processor for edge AI as robotics becomes the fastest-growing edge...
Synopsys Autopilot Aims to Consolidate Chip Design Around One Stack
September 28, 2026

Synopsys Autopilot Aims to Consolidate Chip Design Around One Stack

Brendan Burke, Research Director at Futurum, shares his insights on Synopsys Autopilot, why seven lifecycle-spanning AgentEngineer agents point toward one team designing every stage, and what that consolidation means for...
Project Suncatcher
September 25, 2026

Project Suncatcher Prepares to Launch TPUs. Is Google Ahead in the Orbital AI Race?

Brendan Burke, Research Director at Futurum, examines Google's Project Suncatcher launch and whether orbital data centers can reach cost parity with terrestrial AI infrastructure by the mid-2030s....
Marvell’s 2nm Optics Target AI Scale-Up Beyond the Rack
September 24, 2026

Marvell’s 2nm Optics Target AI Scale-Up Beyond the Rack

Brendan Burke, Research Director at The Futurum Group, positions Marvell’s 2nm optics against the scale-up needs defined at AI Infra Summit and rival moves from Coherent and Broadcom....

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.

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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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