Category: Semiconductors, Supply Chain, & Emerging Tech

Can Micron’s Modular Memory Upgrade Help NVIDIA’s CPUs Outperform
March 4, 2026

Can Micron’s Modular Memory Upgrade Help NVIDIA’s CPUs Outperform?

Brendan Burke, Research Director at Futurum Research, analyzes Micron's 256GB SOCAMM2 module and its role in NVIDIA's Vera Rubin AI platform, as AMD and Qualcomm explore SOCAMM adoption for agentic...
NVIDIA's $4B Optics Bet Signals Photonics as AI's Next Bottleneck
March 3, 2026

NVIDIA’s $4B Optics Bet Signals Photonics as AI’s Next Bottleneck

Brendan Burke, Research Director at Futurum, shares insights on NVIDIA's $4 billion investment in Coherent and Lumentum to address the emerging optical interconnect bottleneck constraining AI data center scaling amid...
POCO and MediaTek Aim to Redefine Mid-Tier Performance Expectations in the Mobile Segment
March 3, 2026

POCO and MediaTek Aim to Redefine Mid-Tier Performance Expectations in the Mobile Segment

Olivier Blanchard, research Director at Futurum, dives into POCO’s X8 Pro and POCO X8 Pro Max launches, and discusses how, with the help of MediaTek, the Xiaomi subsidiary is redefining...
CoreWeave Q4 FY 2025 Results Highlight Backlog Growth And Capacity Expansion
March 3, 2026

CoreWeave Q4 FY 2025 Results Highlight Backlog Growth And Capacity Expansion

Futurum Research reviews CoreWeave’s Q4 FY 2025 earnings, focusing on backlog-driven capacity expansion, platform monetization beyond GPUs, and execution cadence shaping AI infrastructure supply....
Dell Q4 FY 2026 Earnings Highlight AI-Optimized Server Ramp
March 2, 2026

Dell Q4 FY 2026 Earnings Highlight AI-Optimized Server Ramp

Futurum Research analyzes Dell’s Q4 FY 2026 earnings, focusing on AI-optimized server scale, backlog expansion, and implications for infrastructure and client markets....
NetApp Q3 FY 2026 Results Highlight All-Flash Growth And Cloud Services
March 2, 2026

NetApp Q3 FY 2026 Results Highlight All-Flash Growth And Cloud Services

Futurum Research analyzes NetApp’s Q3 FY 2026 earnings, focusing on all-flash growth, hyperscaler-native storage services, and AI data readiness initiatives....
Synopsys Q1 FY 2026 Earnings Highlight EDA and Ansys Momentum
February 27, 2026

Synopsys Q1 FY 2026 Earnings Highlight EDA and Ansys Momentum

Brendan Burke, Research Director at Futurum, analyzes Synopsys’ Q1 FY 2026 earnings, highlighting AI-driven design automation momentum, strong Ansys contribution, and implications for silicon-to-system engineering workflows....
Everpure Q4 FY 2026 Revenue Passes $1 Billion as Platform Strategy Scales
February 27, 2026

Everpure Q4 FY 2026 Revenue Passes $1 Billion as Platform Strategy Scales

Futurum Research analyzes Everpure’s Q4 FY 2026 earnings, focusing on enterprise data cloud adoption, hyperscale momentum, and AI infrastructure positioning....
IonQ Q4 FY 2025 Results Highlight Commercial Expansion And Platform Breadth
February 27, 2026

IonQ Q4 FY 2025 Results Highlight Commercial Expansion And Platform Breadth

Futurum Research reviews IonQ’s Q4 FY 2025 earnings, focusing on commercial expansion signals, platform positioning across quantum domains, and implications for enterprise adoption paths....
NVIDIA Q4 FY 2026 Earnings Highlight Durable AI Infrastructure Demand
February 27, 2026

NVIDIA Q4 FY 2026 Earnings Highlight Durable AI Infrastructure Demand

Futurum’s Nick Patience analyzes NVIDIA’s Q4 FY 2026 earnings, highlighting data center scale, networking expansion, and agentic AI adoption shaping AI infrastructure demand....
HP Q1 FY 2026 Earnings AI PC Momentum, Memory Costs Temper Outlook
February 26, 2026

HP Q1 FY 2026 Earnings: AI PC Momentum, Memory Costs Temper Outlook

Olivier Blanchard. Research Director at Futurum analyzes HP’s Q1 results, highlighting AI PC momentum, memory cost mitigation, and Print resilience, with guidance indicating near-term performance trending to the low end...
Will Meta’s Customization of AMD GPUs Empower Personal Agents
February 26, 2026

Will Meta’s Customization of AMD GPUs Empower Personal Agents?

Brendan Burke, Research Director at Futurum, analyzes Meta's 6-gigawatt AMD deal, its custom MI450 inference GPU, performance-based equity warrant, and what it means for GPU duopoly economics....

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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