Category: Semiconductors, Supply Chain, & Emerging Tech

Can AMD EPYC Extend Its Lead Over Vera and Xeon in the Agentic Data Center?
June 11, 2026

Can AMD EPYC Extend Its Lead Over Vera and Xeon in the Agentic Data Center?

Brendan Burke, Research Director at Futurum, examines AMD's EPYC 9965's claimed 2.37x NVIDIA Vera throughput and 1.6x Intel Xeon performance in 100 kW rack-scale agentic workloads....
Canonical’s Ubuntu TPU Optimization Shows the Coming Structural Shift in Enterprise AI Infrastructure
June 11, 2026

Canonical’s Ubuntu TPU Optimization Shows the Coming Structural Shift in Enterprise AI Infrastructure

Guy Currier at Futurum examines Canonical’s launch of optimized Ubuntu images for Google Cloud TPU virtual machines and its strategic implications for enterprise AI infrastructure economics, accelerator diversification beyond GPUs,...
Does FOXTRON's Adoption of Dimensity AX C-X1 Validate MediaTek's Automotive Ambitions?
June 10, 2026

Does FOXTRON’s Adoption of Dimensity AX C-X1 Validate MediaTek’s Automotive Ambitions?

Olivier Blanchard, Research Director at Futurum, examines how FOXTRON's adoption of MediaTek's Dimensity AX C-X1 platform moves AI-defined vehicle ambitions from platform development into commercial automotive deployment....
MediaTek’s Maturing Edge-to-Cloud AI Strategy Expands Beyond Smartphones
June 10, 2026

MediaTek’s Maturing Edge-to-Cloud AI Strategy Expands Beyond Smartphones

Olivier Blanchard, Research Director at Futurum, examines how MediaTek is using Agentic AI, automotive platforms, connectivity, and data center infrastructure to build an edge-to-cloud AI strategy that extends beyond smartphones....
NXP’s Neural Axis Architecture: A Blueprint to Own the Robotic Nervous System
June 9, 2026

NXP’s Neural Axis Architecture: A Blueprint to Own the Robotic Nervous System

Brendan Burke, Research Director at Futurum, examines whether NXP’s Neural Axis architecture can make NXP the NVIDIA of the extreme edge for real-world physical AI....
COMPUTEX 2026: Are Agentic CPUs Rivals or Complements?
June 9, 2026

COMPUTEX 2026: Are Agentic CPUs Rivals or Complements?

Brendan Burke, Research Director at Futurum, examines how Intel and NVIDIA diverged on the ideal agentic CPU at COMPUTEX 2026 and why their competing designs may prove complementary....
Broadcom Q2 FY 2026 VMware Stability Supports AI-Led Semiconductor Expansion
June 8, 2026

Broadcom Q2 FY 2026: VMware Stability Supports AI-Led Semiconductor Expansion

Futurum Research reviews Broadcom’s Q2 FY 2026 earnings, focusing on AI semiconductor scaling, networking mix expectations, and VMware’s linkage to server buildouts ahead of Q3 guidance....
IBM Maps a $10 Billion Path to Fault-Tolerant Quantum Computing
June 8, 2026

IBM Maps a $10 Billion Path to Fault-Tolerant Quantum Computing

Brendan Burke, Research Director at Futurum, examines IBM's $10 billion investment in fault-tolerant quantum computing, targeting 2029 delivery of Quantum Starling and establishing commercial-scale systems....
Will Glean's NVIDIA Nemotron 3 Ultra Integration Shift the Enterprise AI Stack?
June 6, 2026

Will Glean’s NVIDIA Nemotron 3 Ultra Integration Shift the Enterprise AI Stack?

Glean's integration of NVIDIA Nemotron 3 Ultra marks a pivotal moment in enterprise AI, where model flexibility and infrastructure alignment become strategic competitive advantages for buyers seeking cost-effective, high-context solutions....
Marvell’s Teralynx T100 Puts Power Efficiency at the Center of AI Networking
June 5, 2026

Marvell’s Teralynx T100 Puts Power Efficiency at the Center of AI Networking

Tom Hollingsworth, Networking Technology Advisor and Event Lead at Futurum, examines how the Marvell Teralynx T100 addresses AI networking power and latency constraints as hyperscalers build larger AI clusters....
Can NVIDIA Cosmos 3 Make Open Physical AI a Reality, Or Will Fragmentation Stall Progress?
June 5, 2026

Can NVIDIA Cosmos 3 Make Open Physical AI a Reality, Or Will Fragmentation Stall Progress?

NVIDIA Cosmos 3 launches as the first open omni-model for physical AI, targeting robotics and embodied AI with an open-source approach that challenges proprietary models from OpenAI, Google, and Amazon,...
HPE Q2 FY 2026: AI Orders Remain Strong as Supply Constraints Persist
June 4, 2026

HPE Q2 FY 2026: AI Orders Remain Strong as Supply Constraints Persist

Futurum Research analyzes HPE Q2 FY 2026 earnings, focusing on AI-driven demand across servers and networking, supply constraints affecting conversion, and what updated FY 2026 and FY 2027 guidance implies...

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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