Category: Semiconductors, Supply Chain, & Emerging Tech

Synopsys Demonstrates PCIe 6.x Interoperability With Broadcom at PCI-SIG DevCon 2025
June 23, 2025

Synopsys Demonstrates PCIe 6.x Interoperability With Broadcom at PCI-SIG DevCon 2025

Olivier Blanchard, Research Director at Futurum, shares his insights on Synopsys demonstrating PCIe 6.x interoperability with Broadcom, reducing design risk and accelerating AI and HPC system deployment....
Marvell Advances Chip-Level Power Integration for AI and Cloud Efficiency
June 23, 2025

Marvell Advances Chip-Level Power Integration for AI and Cloud Efficiency

Ray Wang, Research Director at Futurum, shares his insights on Marvell’s PIVR power offerings, which aim to improve efficiency and performance in AI and cloud infrastructure through chip-level voltage regulation....
Powering the AI Engine: AMD Instinct, ROCm and Real-World Wins - Six Five On The Road
June 19, 2025

Powering the AI Engine: AMD Instinct, ROCm and Real-World Wins – Six Five On The Road

Andrew Dieckmann and Anush Elangovan from AMD join Patrick Moorhead and Daniel Newman to share their insights on enhancing AI development through open source, rapidly evolving hardware, and AMD's strategic...
Inside EPYC: How AMD is Rewriting the Enterprise AI Story - Six Five On The Road
June 18, 2025

EPYC: How AMD is Rewriting the Enterprise AI Story – Six Five On The Road

Dan McNamara, SVP and GM at AMD, joins Patrick Moorhead and Daniel Newman to discuss AMD's EPYC impact on the enterprise AI and server market....
Inside AMD’s AI Playbook: Strategy, Scale and Execution - Six Five On The Road
June 17, 2025

Inside AMD’s AI Playbook: Strategy, Scale and Execution – Six Five On The Road

Mark Papermaster, CTO at AMD, joins hosts to share insights on AMD’s evolving AI strategy, highlighting significant progress and strategic directions....
AMD Strengthens Supercomputing Lead With El Capitan and Frontier Holding Top Spots
June 16, 2025

AMD Strengthens Supercomputing Lead With El Capitan and Frontier Holding Top Spots

Olivier Blanchard, Research Director at Futurum, shares his insights on AMD’s supercomputing leadership as El Capitan and Frontier hold top rankings, while AMD expands its global footprint across HPC and...
Qualcomm Expands Data Center Push With $2.4 Billion Alphawave Acquisition
June 16, 2025

Qualcomm Expands Data Center Push With $2.4 Billion Alphawave Acquisition

Olivier Blanchard, Research Director at Futurum, analyzes Qualcomm’s $2.4 billion Alphawave deal and how it expands AI data center capabilities with high-speed connectivity IP....
June 16, 2025

Ray Wang

Future-proofing networks with Cisco Silicon One - Six Five On The Road
June 13, 2025

Future-proofing networks with Cisco Silicon One – Six Five On The Road

Martin Lund, EVP at Cisco, joins Patrick Moorhead and Daniel Newman at Cisco Live to dive into Cisco's innovative silicon strategy, from powering AI infrastructures to transforming campus access with...
From Generative to Agentic: Cisco’s Vision for the Internet of Agents? - Six Five On The Road
June 12, 2025

From Generative to Agentic: Cisco’s Vision for the Internet of Agents? – Six Five On The Road

DJ Sampath, SVP at Cisco, joins Six Five to delve into Cisco's AI advancements and the evolutionary shift towards an "Internet of Agents," spotlighting the future of artificial intelligence....
Cisco Is Building for the Next Wave of AI: Agentic Systems and Infrastructure Reinvention - Six Five On The Road
June 12, 2025

Cisco Is Building for the Next Wave of AI: Agentic Systems and Infrastructure Reinvention – Six Five On The Road

Jeetu Patel, President & Chief Product Officer at Cisco, joins the Six Five On The Road to discuss Cisco's strategic advancements in AI, security, and silicon technology at Cisco Live...
Is NVIDIA Building the Defining Infrastructure for AI-powered Robotics?
June 11, 2025

Is NVIDIA Building the Defining Infrastructure for AI-Powered Robotics?

Olivier Blanchard, Research Director at Futurum, shares insights on how NVIDIA’s Isaac GR00T platform and Blackwell systems aim to accelerate humanoid robotics through simulation, synthetic data, and integrated infrastructure....

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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