Category: Semiconductors, Supply Chain, & Emerging Tech

Marvell Q1 FY 2027 Raises Full-Year Outlook on AI Data Center Demand
May 29, 2026

Marvell Q1 FY 2027 Raises Full-Year Outlook on AI Data Center Demand

Brendan Burke, Research Director at Futurum, reviews Marvell’s Q1 FY 2027 earnings, focusing on AI-driven data center demand, interconnect and switching ramps, and expanded custom silicon outlook....
Escape Velocity — When Does China's AI Stack Break Free?
May 27, 2026

Escape Velocity — When Does China’s AI Stack Break Free?

A reading of the Futurum 1H 2026 silicon model against Jensen Huang's April 2026 interview with Dwarkesh Patel — a vector-by-vector decomposition of when China's AI stack reaches escape velocity....
Can Google and Samsung Displace Meta in the Smart Glasses Segment?
May 27, 2026

Can Google and Samsung Displace Meta in the Smart Glasses Segment?

Olivier Blanchard, Research Director at Futurum, shares his insights on Google's intelligent eyewear and whether Gemini-powered smart glasses can overcome the privacy and adoption issues that hurt Google Glass....
Analog Devices Q2 FY 2026 Earnings Show AI-Linked Data Center, Power Demand
May 27, 2026

Analog Devices Q2 FY 2026 Earnings Show AI-Linked Data Center, Power Demand

Brendan Burke, Research Director at Futurum, reviews Analog Devices Q2 FY 2026 earnings, data center communications growth, and the Empower deal’s implications for AI power delivery....
Huawei's Tau Scaling Law
May 26, 2026

Does Huawei’s Tau Scaling Law Challenge the Logic Leadership of Intel and TSMC?

Brendan Burke, Research Director at Futurum, analyzes how Huawei's Tau Scaling Law and LogicFolding architecture challenge traditional process node competition....
Can Micron's Virginia DRAM Expansion Secure Critical U.S. Supply Chains
May 26, 2026

Can Micron’s Virginia DRAM Expansion Secure Critical U.S. Supply Chains?

Brendan Burke, Research Director at Futurum, examines how Micron's Virginia DRAM expansion advances domestic memory security and addresses critical supply chain vulnerabilities....
Quantum Chip Foundry
May 22, 2026

$2 Billion CHIPS Act Investment in Quantum Bets on IBM’s 300mm Superconducting Silicon

Brendan Burke, Research Director at Futurum, analyzes how a $2 billion CHIPS Act investment positions IBM's Anderson foundry as central to American quantum industrial policy while supporting competing quantum technologies....
AMD Venice
May 22, 2026

AMD’s Venice Ramping on 2nm: Can AMD Reset the AI Data Center Power Balance?

Brendan Burke, Research Director at Futurum, shares how AMD's 6th Generation EPYC Venice processor on TSMC's 2nm technology addresses critical data center power and efficiency demands in agentic AI workloads....
NVIDIA Q1 FY2027: Data Center Diversification, Blackwell Scale, CPU Upside
May 22, 2026

NVIDIA Q1 FY2027: Data Center Diversification, Blackwell Scale, CPU Upside

Nick Patience, VP and Practice Lead for AI Platforms at The Futurum Group, examines NVIDIA’s Q1 FY2027 results: record Blackwell-driven data center revenue, the Vera CPU opportunity for agentic AI,...
SpaceX S-1
May 21, 2026

SpaceX S-1: Is Elon Musk Building the Ultimate AI Foundation?

Brendan Burke, Research Director at Futurum, analyzes how SpaceX's S-1 filing reveals a strategic pivot toward orbital data infrastructure....
Analog Devices' Empower Deal
May 20, 2026

Will Analog Devices’ Empower Deal Reshape Power Delivery for AI Data Centers?

Brendan Burke, Research Director at Futurum, analyzes how Analog Devices' $1.5 billion Empower Semiconductor acquisition addresses critical power delivery constraints in AI data centers....
Broadcom Partners With Applied Materials
May 20, 2026

Applied Materials’ EPIC Advanced Packaging Ecosystem Adds Broadcom to TSMC

Brendan Burke, Research Director at Futurum, analyzes how Applied Materials' partnership with Broadcom signals a fundamental shift in semiconductor ecosystem collaboration....

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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And we don’t just drop the results in your lap. For internal work, we provide analyst-led sessions, interactive dashboards, and a range of formats. For market-facing work, Futurum delivers turnkey activation and amplification that actually gets seen, by people and by LLMs, through our media and share of voice. This is research that moves decisions and markets.

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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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