Category: Semiconductors, Supply Chain, & Emerging Tech

AMD Q2 FY 2026 EPYC and Helios Fuel the Next AI Growth Phase
August 7, 2026

AMD Q2 FY 2026: EPYC and Helios Fuel the Next AI Growth Phase

Brendan Burke, Research Director at Futurum, analyzes AMD’s Q2 FY 2026 earnings, focusing on Data Center growth, EPYC demand, Helios momentum, and the next phase of AI infrastructure execution....
August 7, 2026

SK hynix’s 54 Trillion Won Investment: A Bold Move for AI Memory Dominance

SK Hynix announces a massive 54 trillion won investment in AI memory production facilities, positioning itself at the center of the data intelligence supercycle as enterprise AI spending accelerates globally....
Is the AI Data Center Gold Rush Unsustainable?
August 7, 2026

Is the AI Data Center Gold Rush Unsustainable?

AI's rapid expansion is causing execution failures in data centers, with 92% of operators facing accelerated timelines and power shortages, leading to costly delays and reworks....
Epicor Prism Launches: A Major shift for Supply Chain AI Integration?
August 6, 2026

Epicor Prism Launches: A Major shift for Supply Chain AI Integration?

Keith Kirkpatrick, Vice President & Research Director, Enterprise Software & Di at Futurum, examines how Epicor Prism's embedded AI agents are reshaping supply chain operations for manufacturers and distributors across...
Synopsys, Cadence, and Siemens Take Agentic Chip Design Autonomous at DAC
August 5, 2026

Synopsys, Cadence, and Siemens Take Agentic Chip Design Autonomous at DAC

Brendan Burke, Research Director at Futurum, examines how NVIDIA and AMD are driving agentic chip design at DAC 2026 through collaborations with Synopsys, Cadence, and Siemens spanning models, physics libraries,...
Astera Labs Q2 FY 2026 Earnings Pull Scorpio Switch Leadership Forward
August 5, 2026

Astera Labs Q2 FY 2026 Earnings Pull Scorpio Switch Leadership Forward

Brendan Burke, Research Director at Futurum, reviews Astera Labs' Q2 FY 2026 earnings, record AI-connectivity revenue, and a Scorpio fabric-switch ramp set to lead the portfolio....
Marvell Scales AI Memory to 48TB Behind a Single CXL Switch at FMS 2026
August 5, 2026

Marvell Scales AI Memory to 48TB Behind a Single CXL Switch at FMS 2026

Brendan Burke, Research Director at Futurum, shares insights on Marvell's FMS 2026 AI memory infrastructure launches and why CXL controller attach economics could turn memory disaggregation into a volume silicon...
August 5, 2026

Marvell Scales AI Memory to 48TB Behind a Single CXL Switch at FMS 2026

Brendan Burke, Research Director at Futurum, shares insights on Marvell's FMS 2026 AI memory infrastructure launches and why CXL controller attach economics could turn memory disaggregation into a volume silicon...
Backblaze Q2 FY 2026 CoreWeave Deal Strengthens AI Storage Position
August 5, 2026

Backblaze Q2 FY 2026: CoreWeave Deal Strengthens AI Storage Position

Brad Shimmin and Brendan Burke, analysts at Futurum, review Backblaze’s Q2 FY 2026 earnings, focusing on B2 Cloud Storage growth, AI infrastructure demand, and the CoreWeave agreement....
Thales Luna
August 5, 2026

Thales Launches Luna 8: A Quantum-Ready Security Solution for AI Era

Thales launches Luna 8, a quantum-resistant hardware security module designed for AI-era enterprise workloads. The new HSM addresses NIST's 2024 post-quantum cryptography standards, positioning Thales as a leader in enterprise...
The Rise of the Super Agent: How Agentic AI Is Reshaping the Enterprise
August 5, 2026

Thales Launches Luna 8: A Quantum-Ready Security Solution for AI Era

Thales launches Luna 8, a quantum-resistant hardware security module designed for AI-era enterprise workloads. The new HSM addresses NIST's 2024 post-quantum cryptography standards, positioning Thales as a leader in enterprise...
Robotics Lab
August 5, 2026

Can Autodesk’s New Robotics Lab Solve Florida’s Housing Crisis?

Autodesk and University of Florida launch the nation's most advanced robotics industrialized construction lab, positioning the enterprise software leader to capture market share in a $762B industry projected to grow...

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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