Category: Semiconductors, Supply Chain, & Emerging Tech

Dell Technologies Q2 FY 2027 AI Orders Fuel Server and Storage Growth
September 9, 2026

Dell Technologies Q2 FY 2027: AI Orders Fuel Server and Storage Growth

Futurum Research analyzes Dell Technologies’ Q2 FY 2027 earnings, focusing on AI server backlog, infrastructure demand, storage pull-through, and FY 2027 guidance....
Why HPE Gave Oracle Equity Instead of a Price Cut on AI Gear
September 9, 2026

Why HPE Gave Oracle Equity Instead of a Price Cut on AI Gear

Tom Hollingsworth at Futurum examines why HPE issued Oracle a nominal-cost equity warrant alongside an expanded Juniper networking deal for Oracle's AI data centers....
HCLTech's Semiconductor Lab Bet Targets a $25.7B Channel Opportunity
September 8, 2026

HCLTech’s Semiconductor Lab Bet Targets a $25.7B Channel Opportunity

HCLTech launched its Advanced Semiconductor Lab in Bengaluru, investing Rs. 185 crore in a 40,000 sq ft facility to capitalize on a $25.7B channel ecosystem opportunity....
PyTorch Foundation Deepens Chinese AI Ecosystem Ties
September 8, 2026

PyTorch Foundation Deepens Chinese AI Ecosystem Ties

The PyTorch Foundation welcomed Alibaba Cloud, Cambricon, and Ant Group as Platinum and Gold members at PyTorch Conference China 2026, strengthening its position in the world's second-largest AI market with...
HPE Q3 FY 2026 AI Infrastructure Demand Strengthens Outlook
September 4, 2026

HPE Q3 FY 2026: AI Infrastructure Demand Strengthens Outlook

Futurum Research analyzes HPE’s Q3 FY 2026 earnings, focusing on AI server demand, networking growth, supply constraints, and FY 2027 positioning....
Broadcom Q3 FY 2026 Can Custom Silicon Sustain AI Growth
September 4, 2026

Broadcom Q3 FY 2026: Can Custom Silicon Sustain AI Growth?

Futurum Research analyzes Broadcom’s Q3 FY 2026 earnings, focusing on AI custom silicon demand, networking growth, and Q4 FY 2026 guidance....
Thales-KSSL Rocket Deal: A Sovereign-Security Signal for Cyber Buyers
September 4, 2026

Thales-KSSL Rocket Deal: A Sovereign-Security Signal for Cyber Buyers

Thales and Kalyani Strategic Systems Limited's September 2026 alliance signals durable sovereign-security commitment to government and defence buyers, combining indigenous 70-mm rocket production with cyber-physical threat convergence capabilities....
Marvell Q2 FY 2027 Connectivity and Custom Silicon Fuel AI Growth
September 1, 2026

Marvell Q2 FY 2027: Connectivity and Custom Silicon Fuel AI Growth

Futurum Research at The Futurum Group analyzes Marvell’s Q2 FY 2027 earnings, focusing on AI infrastructure demand, data center growth, custom silicon, and FY 2027 guidance....
Rapidus' IIM-1 Fab Construction is Completed. Will Cadence Make It the First Agentic Foundry?
August 31, 2026

Rapidus’ IIM-1 Fab Construction is Completed. Will Cadence Make It the First Agentic Foundry?

Rapidus' IIM-1 fab completes construction in Chitose, leveraging Cadence Innostack AI Super Agent for its Raads platform and IBM 2nm transistor IP to compete with TSMC, Intel, and Samsung in...
Synopsys Q3 FY 2026 AI Design Demand Drives EDA Growth
August 31, 2026

Synopsys Q3 FY 2026: AI Design Demand Drives EDA Growth

Futurum Research analyzes Synopsys’ Q3 FY 2026 earnings, focusing on AI-driven EDA demand, Ansys integration, and FY 2027 monetization priorities....
HP Q3 FY 2026 Can Premium PCs Offset Memory Cost Pressure
August 31, 2026

HP Q3 FY 2026: Can Premium PCs Offset Memory Cost Pressure?

Futurum Research analyzes HP’s Q3 FY 2026 earnings, focusing on PC mix, AI PC demand, memory cost pressure, and guidance....
NVIDIA Q2 FY 2027 AI Infrastructure Demand Extends Into FY 2028
August 31, 2026

NVIDIA Q2 FY 2027: AI Infrastructure Demand Extends Into FY 2028

Futurum Research analyzes NVIDIA’s Q2 FY 2027 earnings, focusing on AI infrastructure demand, Vera Rubin production, Blackwell Ultra momentum, and FY 2028 growth expectations....

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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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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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