Category: Semiconductors, Supply Chain, & Emerging Tech

EY: Supply Chain AI Has a Deployment Problem
September 16, 2026

EY: Supply Chain AI Has a Deployment Problem

EY's 2026 report reveals a critical gap: 94% of supply chain executives are transforming with AI, yet only 9% have embedded changes operationally, and just 37% report measurable impact despite...
Arm's Agentic Moat Widens With CSS for Mobile 2, CSS N4, and Physical AI
September 15, 2026

Arm's Agentic Moat Widens With CSS for Mobile 2, CSS N4, and Physical AI

Brendan Burke, Research Director at Futurum, analyzes how Arm's Agentic AI strategy is expanding by launching CSS for Mobile 2, Neoverse CSS N4, and Arm Total Design for robotics....
What Qualcomm’s Focus at IFA Berlin Signals About the Company’s Intelligent Edge Strategy
September 15, 2026

What Qualcomm’s Focus at IFA Berlin Signals About the Company’s Intelligent Edge Strategy

Olivier Blanchard, research Director at Futurum, breaks down Qualcomm's Dragonwing Q-2390 and IQ-2390 edge AI chips, which debuted at IFA Berlin, and what they signal about Qualcomm's push beyond smartphones....
d-Matrix Joins NVLink Fusion. Is It NVIDIA's Hedge on Groq?
September 14, 2026

d-Matrix Joins NVLink Fusion. Is It NVIDIA’s Hedge on Groq?

Brendan Burke, Research Director at Futurum, examines d-Matrix's integration of Raptor inference XPUs into NVIDIA MGX racks via NVLink Fusion, testing if 3D-DRAM architecture outperforms Groq's SRAM-based LPX....
Can the IBMArm Dual Architecture Processor Align the Mainframe With the Agentic CPU Market
September 14, 2026

Can the IBM/Arm Dual Architecture Processor Align the Mainframe With the Agentic CPU Market?

Brendan Burke, Research Director at Futurum, shares insights on IBM’s native Arm mainframe design and the execution tests that remain before deployment....
NVIDIA Groq 3 LPX’s Promise of World’s Fastest Inference Enters Full Production
September 14, 2026

NVIDIA Groq 3 LPX’s Promise of World’s Fastest Inference Enters Full Production

Brendan Burke, Research Director at Futurum, shares his insights on how NVIDIA Groq 3 LPX strengthens Vera Rubin and what cloud providers must prove before faster tokens support premium pricing....
NVIDIA and SpaceXAI Link Grok Expansion With Orbital Computing
September 14, 2026

NVIDIA and SpaceXAI Link Grok Expansion With Orbital Computing

Brendan Burke, Research Director at Futurum, shares insights on NVIDIA Vera CPU adoption across Grok and Starmind and the evidence required to validate orbital AI computing....
CISA and G7 Make PQC Transition an Immediate Imperative
September 11, 2026

CISA and G7 Make PQC Transition an Immediate Imperative

CISA and the G7 prioritize post-quantum cryptography now, not later. Red River's Quantum Cryptography Accelerator directly addresses their five key areas and counters the "harvest now, decrypt later" threat....
Motive's $1.3B Bet: Can Physical AI Crack Enterprise Supply Chain?
September 11, 2026

Motive’s $1.3B Bet: Can Physical AI Crack Enterprise Supply Chain?

Motive's $1.3B funding round from General Catalyst positions Physical AI as the solution to enterprise supply chain challenges, with focus on collision prevention and downtime reduction across 100,000 customers....
The Foundry Bet- IonQ, SkyWater, and the Industrialization of Quantum
September 10, 2026

The Foundry Bet: IonQ, SkyWater, and the Industrialization of Quantum

Futurum's Daniel Newman shares his insights on why quantum’s next phase is an industrialization race, why the SkyWater acquisition puts IonQ in the top echelon, and why the bet still...
Qualcomm Lands $60 Billion Custom Silicon and 1.6T Optics Deal with AWS, Backed by a $4 Billion Warrant
September 9, 2026

Qualcomm Lands $60 Billion Custom Silicon and 1.6T Optics Deal with AWS, Backed by a $4 Billion Warrant

Qualcomm announced a multi-generation collaboration with AWS covering customized silicon for AI inference and optical connectivity solutions extending up to 1.6T....
The Token Cost Reckoning Arrives in the CFO's Office
September 9, 2026

The Token Cost Reckoning Arrives in the CFO’s Office

In our latest thought leadership brief, The Token Cost Reckoning Arrives in the CFO's Office, completed in partnership with Google Cloud, Futurum Research examines how enterprises can track cost per...

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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