Category: Semiconductors, Supply Chain, & Emerging Tech

Dell Q1 FY 2026: Robust AI Server Sales, Guidance Lift Despite EPS Miss
June 3, 2025

Dell Q1 FY 2026: Robust AI Server Sales, Guidance Lift Despite EPS Miss

Olivier Blanchard and Daniel Newman of Futurum explore how Dell’s record AI server momentum and rising backlog are fueling its infrastructure lead, even as consumer softness delays broader PC refresh...
Synopsys Q2 FY 2025 Results Show AI-Led Growth, Design IP Surge
June 3, 2025

Synopsys Q2 FY 2025 Results Show AI-Led Growth, Design IP Surge

Olivier Blanchard, Research Director at Futurum, explores how Synopsys continues to benefit from AI-led design momentum and IP strength, even as new export restrictions introduce near-term uncertainty....
NVIDIA Q1 FY 2026 Revenue Jumps 69% Despite China Export Setback
June 2, 2025

NVIDIA Q1 FY 2026 Revenue Jumps 69% Despite China Export Setback

Olivier Blanchard and Daniel Newman at Futurum analyse NVIDIA’s Q1 FY 2026 results. Despite a $4.5 billion export hit, Blackwell-fueled data center and gaming momentum underscores NVIDIA’s dominant position in...
The Six Five Pod | EP 263: NVIDIA’s Big Week, The iPhone Made in America Debate, and the China Chip Crunch
June 2, 2025

The Six Five Pod | EP 263: NVIDIA’s Big Week, The iPhone Made in America Debate, and the China Chip Crunch

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss recent developments like the US chip software ban on China, Meta's AI team restructuring, and...
The Six Five Pod EP 262: AI Acceleration: Cisco's Jeetu Patel on Transforming Enterprise Tech
May 26, 2025

The Six Five Pod EP 262: AI Acceleration: Cisco’s Jeetu Patel on Transforming Enterprise Tech

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the recent Dell Tech World conference, Computex announcements, and Microsoft Build highlights. The hosts analyze...
Qualcomm’s Arm-Based Data Center CPUs To Smoothly Integrate With NVIDIA
May 22, 2025

Qualcomm’s Arm-Based Data Center CPUs To Smoothly Integrate With NVIDIA

Olivier Blanchard, Research Director at Futurum, explores Qualcomm’s re-entry into the data center market with Arm-based CPUs designed to integrate with NVIDIA’s AI infrastructure, marking a strategic pivot from its...
Unpacking Insights from Dell’s AI Strategy & Journey - Six Five On The Road at Dell Tech World 2025
May 22, 2025

Unpacking Insights from Dell’s AI Strategy & Journey – Six Five On The Road at Dell Tech World 2025

John Roese, Global CTO & Chief AI Officer at Dell Technologies, shares valuable insights on AI implementation and future prospects with Patrick Moorhead and Daniel Newman....
Exploring Scalable AI Journeys With Dell Tech’s Server PowerEdge XE - Six Five On The Road
May 21, 2025

Exploring Scalable AI Journeys With Dell Tech’s Server PowerEdge XE – Six Five On The Road

Armando Acosta, Director at Dell Technologies, joins hosts to shed light on powering AI journeys with the PowerEdge XE portfolio, emphasizing innovation in serviceability and management....
Can AMD’s EPYC 4005 Series Disrupt the Entry-Level Enterprise Server Market?
May 20, 2025

Can AMD’s EPYC 4005 Series Disrupt the Entry-Level Enterprise Server Market?

Olivier Blanchard, Research Director at Futurum, shares his insights on AMD’s new EPYC 4005 CPUs. Built for SMBs and hosters, the Zen 5-based chips challenge Intel Xeon on price, performance,...
The Six Five Pod | EP 261: AI's Global Surge: From Middle East Deals to Data Center Disruption
May 19, 2025

The Six Five Pod | EP 261: AI’s Global Surge: From Middle East Deals to Data Center Disruption

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the recent US-China trade deal, the Middle East AI technology push, and Qualcomm's unexpected data...
Cisco Q3 FY 2025 Sees 20% Order Growth, AI Demand Hits Key Milestone
May 15, 2025

Cisco Q3 FY 2025 Sees 20% Order Growth, AI Demand Hits Key Milestone

Krista Case and Fernando Montenegro at Futurum analyze Cisco’s Q3 FY 2025 results, highlighting strong AI infrastructure growth, security momentum with Splunk, and solid execution across networking and enterprise transformation....
Arm Q4 FY 2025 Delivers Record Revenue as Armv9 and CSS Ramp Up
May 13, 2025

Arm Q4 FY 2025 Delivers Record Revenue as Armv9 and CSS Ramp Up

Olivier Blanchard and Daniel Newman at Futurum analyse Arm’s Q4 FY25 results, highlighting how Armv9 and CSS adoption are driving record royalty and licensing growth across smartphones, AI infrastructure, and...

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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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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