Category: Semiconductors, Supply Chain, & Emerging Tech

HPE Spaceborne Computer-4 Will Run the First HPC Benchmarks on the Moon
October 21, 2026

HPE Spaceborne Computer-4 Will Run the First HPC Benchmarks on the Moon

Brendan Burke, Research Director at Futurum, examines HPE's Spaceborne Computer-4 lunar mission and whether commercial edge silicon can run LLMs and the first HPC benchmarks on the Moon....
TSMC Q3 FY 2026 Earnings Beat and Raise on AI and HPC Demand
October 20, 2026

TSMC Q3 FY 2026 Earnings Beat and Raise on AI and HPC Demand

Mitch Ashley, VP and Practice Lead, CIO & Technology Buyers and Software Lifecycle Engineering at The Futurum Group, reviews TSMC's latest earnings, where AI and HPC demand drove a beat...
NVIDIA DGX Spark 64GB’s Low Price-Point Aims To Accelerate Local AI Inference
October 20, 2026

NVIDIA DGX Spark 64GB’s Low Price-Point Aims To Accelerate Local AI Inference

Olivier Blanchard, Research Director at The Futurum Group shares insights on DGX Spark 64GB, its pricing and memory trade-offs, and the role of software and clustering in local AI development....
Intel D-Series GPUs Make HBM Optional for Agentic Inference
October 19, 2026

Intel D-Series GPUs Make HBM Optional for Agentic Inference

Brendan Burke, Research Director at Futurum, shares insights on Intel D-series GPUs, 46,000-core Xeon agentic racks, open prompt routing, and the photonics roadmap Intel detailed at the 2026 OCP Global...
Applied Materials' EPIC Center Ties 2x Faster Innovation to a 2% WFE Share Gain by 2030
October 15, 2026

Applied Materials' EPIC Center Ties 2x Faster Innovation to a 2% WFE Share Gain by 2030

Brendan Burke, Research Director at Futurum, shares insights from the Applied Materials EPIC Center unveiling and SEMICON West investor breakfast, where yield innovation and new 2030 targets reset the AI...
AI-defined fabs
October 14, 2026

NVIDIA's cuPotential Takes the CUDA Moat Down to the Atom in the AI-Defined Fab

Burke, Research Director at Futurum, examines NVIDIA's SEMICON West 2026 launch of cuPotential and the AI-defined fab, weighing 30x vendor speedups against the absence of fab output data....
TI Debuts Nanosecond Power Telemetry at OCP to Cut AI Data Center Downtime
October 14, 2026

TI Debuts Nanosecond Power Telemetry at OCP to Cut AI Data Center Downtime

Brendan Burke, Research Director at Futurum, analyzes TI's OCP Summit debut of nanosecond power telemetry, 800V hot-swap control, and BAW timing, and whether analog platforms become the reliability layer of...
Astera Labs Orion Reimagines the XPU Rack as a Compute-Agnostic Platform
October 14, 2026

Astera Labs Orion Reimagines the XPU Rack as a Compute-Agnostic Platform

Brendan Burke, Research Director at Futurum, examines Astera Labs Orion, a compute-agnostic rack-scale reference design pooling up to 160 accelerators on PCIe Gen 6, and whether open racks can win...
Hackett's AI Supply Chain Benchmarks Quantify the Cost of Falling Behind
October 14, 2026

Hackett's AI Supply Chain Benchmarks Quantify the Cost of Falling Behind

The Hackett Group's AI benchmarks show AI-native supply chain operators achieve forecast error reductions up to 52% and cost declines of 12-17% across 16 enterprise workflows....
Lightmatter CPO
October 13, 2026

Lightmatter and Flex Bring 204.8 Tbps Co-Packaged Optics Into Open Racks

Brendan Burke, Research Director at Futurum, examines Lightmatter's 204.8T CPO switch tray with Flex and 102.4T XPU tray at OCP 2026, the first open rack photonic systems, and whether open...
Arm AGI CPU Posts 2x the Agentic Work Per Rack of AMD's EPYC 9755 at OCP 2026
October 13, 2026

Arm AGI CPU Posts 2x the Agentic Work Per Rack of AMD's EPYC 9755 at OCP 2026

Brendan Burke, Research Director at Futurum, examines Arm's agentic CPU benchmarks at OCP Global 2026, where a Signal65 study credits AGI CPU with 1.99x the modeled work per rack of...
Microsoft Maia 300 Bets Gigawatts on Dataflow Inference Silicon
October 13, 2026

Microsoft Maia 300 Bets Gigawatts on Dataflow Inference Silicon

Brendan Burke, Research Director at Futurum, examines Microsoft Maia 300, a decode-first inference accelerator with 18 TB/s of HBM4, and what multi-gigawatt Maia deployments mean for GPUs, TPU, and Trainium....

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.

Whether you are defining business, channel, or go-to-market strategy; evaluating vendors or justifying ROI; or commissioning research to fill an emerging market need, we have your back, with a program that answers your questions with the objectivity and credibility to drive real decisions.

To do it, we bring unmatched data to bear: Futurum research, surveys, and market projections; validated market feeds; ETR’s 15 years of insight from 10,000 technology decision-makers; G2’s buyer and user data; and what our analysts hear every day. Add leading primary collection, from AI-moderated voice interviews to surveys and analyst-led interviews, all turnkey, and every project comes out credible, nuanced, and actionable.

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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