Category: Semiconductors, Supply Chain, & Emerging Tech

Nokia Q2 FY 2026 Optical Strength Positions Nokia for the AI Buildout
July 24, 2026

Nokia Q2 FY 2026: Optical Strength Positions Nokia for the AI Buildout

Futurum Research analyzes Nokia’s Q2 FY 2026 earnings, focusing on AI and cloud order strength, optical and IP demand, AI-RAN timing, and supply constraints....
July 24, 2026

Nokia Q2 FY 2026: Optical Strength Positions Nokia for the AI Buildout

Futurum Research analyzes Nokia’s Q2 FY 2026 earnings, focusing on AI and cloud order strength, optical and IP demand, AI-RAN timing, and supply constraints....
Texas Instruments Q2 FY 2026 Earnings Climb on Broad-based Analog Growth
July 24, 2026

Texas Instruments Q2 FY 2026 Earnings Climb on Broad-based Analog Growth

Brendan Burke, Research Director at Futurum, reviews Texas Instruments' Q2 FY 2026 earnings, the broad industrial recovery, doubling data center revenue, and automotive re-acceleration....
July 24, 2026

Texas Instruments Q2 FY 2026 Earnings Climb on Broad-based Analog Growth

Brendan Burke, Research Director at Futurum, reviews Texas Instruments' Q2 FY 2026 earnings, the broad industrial recovery, doubling data center revenue, and automotive re-acceleration....
AMD Helios Reaches Parity with Vera Rubin NVL72: Can Open Standards Outflank NVIDIA?
July 24, 2026

AMD Helios Reaches Parity with Vera Rubin NVL72: Can Open Standards Outflank NVIDIA?

Brendan Burke, Research Director at Futurum, examines AMD's Helios launch and whether spec advantages over Vera Rubin NVL72 and a bet on open standards can convert into data center share....
July 24, 2026

AMD Helios Reaches Parity with Vera Rubin NVL72: Can Open Standards Outflank NVIDIA?

Brendan Burke, Research Director at Futurum, examines AMD's Helios launch and whether spec advantages over Vera Rubin NVL72 and a bet on open standards can convert into data center share....
Tesla's Cash Burn: Is the AI Gamble Worth the Risk?
July 23, 2026

Tesla’s Cash Burn: Is the AI Gamble Worth the Risk?

Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices at Futurum, Tesla faces mounting pressure to sustain AI and robotics investments while managing negative free cash flow amid intense automotive...
supply chain security
July 23, 2026

Why Did a Cryptomining Campaign Fail Despite 199 RubyGems?

Mend.io's security team identified 199 malicious RubyGems and achieved complete takedown within hours, intercepting a cryptomining campaign before execution and demonstrating the critical importance of continuous open-source monitoring....
July 23, 2026

Why Did a Cryptomining Campaign Fail Despite 199 RubyGems?

Mend.io's security team identified 199 malicious RubyGems and achieved complete takedown within hours, intercepting a cryptomining campaign before execution and demonstrating the critical importance of continuous open-source monitoring....
Will NXP’s SAF9800 AI Audio Processor Become the Ears of the Car
July 22, 2026

Will NXP’s SAF9800 AI Audio Processor Become the Ears of the Car?

Brendan Burke, Research Director at Futurum, shares insights on NXP’s SAF9800 launch and why AI audio processing could make microphones the car’s next ADAS sensor as NXP’s automotive growth inflects...
Microsoft and Mistral Expand Ties. Sovereignty, or Just Optionality?
July 22, 2026

Microsoft and Mistral Expand Ties. Sovereignty, or Just Optionality?

Nick Patience, VP & Practice Lead for AI Platforms at Futurum, unpacks Microsoft's expanded Mistral partnership and asks whether inference-only Foundry access and a multi-model sales pitch add up to...
Intel Foundry Lands Fortinet SP6 as Custom Silicon Validation
July 22, 2026

Intel Foundry Lands Fortinet SP6 as Custom Silicon Validation

Brendan Burke and Fernando Montenegro, analysts at Futurum, share their insights on the Intel-Fortinet SP6 collaboration, what it validates about Intel Foundry's custom silicon strategy, and why the supply chain...

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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