Category: Semiconductors, Supply Chain, & Emerging Tech

Synopsys, Cadence, and Siemens Take Agentic Chip Design Autonomous at DAC
August 5, 2026

Synopsys, Cadence, and Siemens Take Agentic Chip Design Autonomous at DAC

Brendan Burke, Research Director at Futurum, examines how NVIDIA and AMD are driving agentic chip design at DAC 2026 through collaborations with Synopsys, Cadence, and Siemens spanning models, physics libraries,...
Astera Labs Q2 FY 2026 Earnings Pull Scorpio Switch Leadership Forward
August 5, 2026

Astera Labs Q2 FY 2026 Earnings Pull Scorpio Switch Leadership Forward

Brendan Burke, Research Director at Futurum, reviews Astera Labs' Q2 FY 2026 earnings, record AI-connectivity revenue, and a Scorpio fabric-switch ramp set to lead the portfolio....
Marvell Scales AI Memory to 48TB Behind a Single CXL Switch at FMS 2026
August 5, 2026

Marvell Scales AI Memory to 48TB Behind a Single CXL Switch at FMS 2026

Brendan Burke, Research Director at Futurum, shares insights on Marvell's FMS 2026 AI memory infrastructure launches and why CXL controller attach economics could turn memory disaggregation into a volume silicon...
August 5, 2026

Marvell Scales AI Memory to 48TB Behind a Single CXL Switch at FMS 2026

Brendan Burke, Research Director at Futurum, shares insights on Marvell's FMS 2026 AI memory infrastructure launches and why CXL controller attach economics could turn memory disaggregation into a volume silicon...
Backblaze Q2 FY 2026 CoreWeave Deal Strengthens AI Storage Position
August 5, 2026

Backblaze Q2 FY 2026: CoreWeave Deal Strengthens AI Storage Position

Brad Shimmin and Brendan Burke, analysts at Futurum, review Backblaze’s Q2 FY 2026 earnings, focusing on B2 Cloud Storage growth, AI infrastructure demand, and the CoreWeave agreement....
Thales Luna
August 5, 2026

Thales Launches Luna 8: A Quantum-Ready Security Solution for AI Era

Thales launches Luna 8, a quantum-resistant hardware security module designed for AI-era enterprise workloads. The new HSM addresses NIST's 2024 post-quantum cryptography standards, positioning Thales as a leader in enterprise...
The Rise of the Super Agent: How Agentic AI Is Reshaping the Enterprise
August 5, 2026

Thales Launches Luna 8: A Quantum-Ready Security Solution for AI Era

Thales launches Luna 8, a quantum-resistant hardware security module designed for AI-era enterprise workloads. The new HSM addresses NIST's 2024 post-quantum cryptography standards, positioning Thales as a leader in enterprise...
Robotics Lab
August 5, 2026

Can Autodesk’s New Robotics Lab Solve Florida’s Housing Crisis?

Autodesk and University of Florida launch the nation's most advanced robotics industrialized construction lab, positioning the enterprise software leader to capture market share in a $762B industry projected to grow...
Amazon Q2 2026 AWS Momentum Accelerates as AI Investment Climbs
August 4, 2026

Amazon Q2 2026: AWS Momentum Accelerates as AI Investment Climbs

Futurum Research analyzes Amazon’s Q2 2026 earnings, focusing on AWS acceleration, AI infrastructure demand, custom silicon, agentic AI, and commerce execution....
The Futurum Group PCs and Devices
August 4, 2026

Amazon Q2 2026: AWS Momentum Accelerates as AI Investment Climbs

Futurum Research analyzes Amazon’s Q2 2026 earnings, focusing on AWS acceleration, AI infrastructure demand, custom silicon, agentic AI, and commerce execution....
August 4, 2026

Uncrewed Vessels Set to Revolutionize Anti-Submarine Warfare for Dutch Navy

Thales's selection to design uncrewed vessels for the Royal Netherlands Navy underscores OT/ICS security as defense's greatest challenge, with quantum-safe cryptography now standard....
Hitachi Vantara's Expanded Hybrid Cloud Storage Platform
August 4, 2026

Uncrewed Vessels Set to Revolutionize Anti-Submarine Warfare for Dutch Navy

Thales's selection to design uncrewed vessels for the Royal Netherlands Navy underscores OT/ICS security as defense's greatest challenge, with quantum-safe cryptography now standard....

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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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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