Category: Semiconductors, Supply Chain, & Emerging Tech

June 2, 2026

IBM watsonx Orchestrate ROI Calculator

June 2, 2026

Intel Xeon 6+ Targets Agentic AI Density With 288 E-Cores on Intel 18A

Brendan Burke, Research Director at Futurum, examines how Intel Xeon 6+ on Intel 18A with Foveros Direct 3D leverages captive manufacturing and 288 E-cores to target agentic AI orchestration....
NVIDIA Cosmos 3 and Open Agent Tools Is Physical AI About to Leave the Lab
June 2, 2026

NVIDIA Cosmos 3 and Open Agent Tools: Is Physical AI About to Leave the Lab?

Nick Patience, VP & Practice Lead at Futurum, examines NVIDIA’s Cosmos 3 foundation model and open physical AI agent tools, assessing what the GTC Taipei announcements mean for enterprise robotics,...
NVIDIA Engineers the Agentic Data Center with DSX Software Control and Vera CPU Acceleration
June 2, 2026

NVIDIA Engineers the Agentic Data Center with DSX Software Control and Vera CPU Acceleration

Brendan Burke, Research Director at Futurum, examines how NVIDIA uses Vera CPU, DSX operations software, and BlueField-4 STX to engineer a software-defined agentic data center architecture at GTC Taipei....
Can NVIDIA’s RTX Spark Make Home AI a Relief Valve for the Grid
June 2, 2026

Can NVIDIA’s RTX Spark Make Home AI a Relief Valve for the Grid?

Brendan Burke, Research Director at Futurum, argues NVIDIA RTX Spark could make home AI a relief valve for a strained grid, but warns memory bandwidth and an alpha-stage OpenShell stack...
Broadcom Lays the Pipeline for the Intelligent Edge With 50G PON and Wi-Fi 8 at COMPUTEX 2026
June 2, 2026

Broadcom Lays the Pipeline for the Intelligent Edge With 50G PON and Wi-Fi 8 at COMPUTEX 2026

Brendan Burke, Research Director at Futurum, shares his insights on Broadcom’s broadband Edge AI portfolio and why seeding NPUs across the home makes connectivity, not compute, the real constraint on...
Will Adobe and NVIDIA's RTX Spark Partnership Redefine Creative AI Workflows?
June 1, 2026

Will Adobe and NVIDIA’s RTX Spark Partnership Redefine Creative AI Workflows?

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...
HP Q2 FY 2026 Earnings Emphasize AI PC Mix Shift Amid Cost Pressure
June 1, 2026

HP Q2 FY 2026 Earnings Emphasize AI PC Mix Shift Amid Cost Pressure

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....
Synopsys Q2 FY 2026: AI-Driven Chip Design Demand Lifts Outlook
June 1, 2026

Synopsys Q2 FY 2026: AI-Driven Chip Design Demand Lifts Outlook

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....
NetApp Q4 FY 2026: AI Deployments Accelerate High-Performance Storage Demand
June 1, 2026

NetApp Q4 FY 2026: AI Deployments Accelerate High-Performance Storage Demand

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....
Samsung Foundry
June 1, 2026

Samsung’s 2nm Advance Draws on EDA Innovation from Cadence, Siemens, and Synopsys

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....
Futurum Tech Vanguards Index Reveals Positive TTM Revenue Growth
May 29, 2026

Is Micron at the Center of the AI Universe? A Trillion-Dollar Cap Suggests Yes

As Micron hits $1T, the Futurum Tech Vanguards index reveals a strategic shift to memory, with positive growth across all 25 tech giants....

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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