Keith Kirkpatrick, Vice President & Research Director, Enterprise Software & Di at Futurum, examines how NVIDIA's RTX Spark integration into Adobe's flagship applications promises to redefine creative workflows through AI-accelerated...
Futurum Research reviews HP’s Q2 FY 2026 earnings, focusing on AI PC mix shift, pricing and configuration actions, and how memory cost pressure shapes second-half execution....
Futurum Research reviews Synopsys Q2 FY 2026, focusing on AI-driven demand across EDA, IP, and simulation, plus updated FY 2026 targets and monetization direction....
Futurum Research analyzes NetApp’s Q4 FY 2026 earnings, focusing on AI-driven infrastructure demand, hybrid cloud execution, public cloud mix, and what FY 2027 guidance implies for growth durability....
Brendan Burke, Research Director at Futurum, analyzes how Synopsys, Cadence, and Siemens simultaneously announced expanded certified design flows and AI-driven capabilities on Samsung Foundry's 2nm process....
Brendan Burke, Research Director at Futurum, reviews Marvell’s Q1 FY 2027 earnings, focusing on AI-driven data center demand, interconnect and switching ramps, and expanded custom silicon outlook....
A reading of the Futurum 1H 2026 silicon model against Jensen Huang's April 2026 interview with Dwarkesh Patel — a vector-by-vector decomposition of when China's AI stack reaches escape velocity....
Olivier Blanchard, Research Director at Futurum, shares his insights on Google's intelligent eyewear and whether Gemini-powered smart glasses can overcome the privacy and adoption issues that hurt Google Glass....
Brendan Burke, Research Director at Futurum, reviews Analog Devices Q2 FY 2026 earnings, data center communications growth, and the Empower deal’s implications for AI power delivery....
Brendan Burke, Research Director at Futurum, analyzes how Huawei's Tau Scaling Law and LogicFolding architecture challenge traditional process node competition....
Brendan Burke, Research Director at Futurum, examines how Micron's Virginia DRAM expansion advances domestic memory security and addresses critical supply chain vulnerabilities....
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.
Thank you, we received your request, a member of our team will be in contact with you.
