Brendan Burke, Research Director at Futurum Group, analyzes Cadence’s Q1 FY 2026 earnings, focusing on agentic AI product expansion and how automation strategy shapes FY 2026 execution....
Brendan Burke, Research Director at Futurum, examines AMD CTO Mark Papermaster's vision for extending the company's edge AI playbook into orbital computing, targeting a $1 trillion addressable market by 2030....
Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices at Futurum, analyzes how Microsoft's sharp Xbox contraction is forcing the company to lean harder on cloud and enterprise software as...
Brendan Burke, Research Director at Futurum, examines how OCP standards enable Supermicro and Verda to deploy integrated Arm-NVIDIA platforms optimized for agentic AI workloads....
Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices at Futurum, NXP Semiconductors leveraged automotive and industrial momentum to deliver a 12% year-over-year revenue surge in Q1 2026, despite broader...
The rise of orbital computing, driven by massive AI workload demand (300 GW by 2030) and the crisis of terrestrial grid connection delays, presents a trillion-dollar market opportunity. Futurum Research...
Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices at The Futurum Group, analyzes ABB’s Q1 FY 2026 earnings, focusing on electrification demand tied to data centers and grid upgrades....
Futurum Research reviews IBM Q1 FY 2026 earnings, focusing on software mix durability, Confluent-driven data streaming strategy, and mainframe AI inferencing as IBM maintains full-year growth and cash flow expectations....
Brendan Burke, Research Director at Futurum, analyzes Texas Instruments’ Q1 FY 2026 earnings, focusing on data center power content, and how supply readiness shapes outlook for the next quarters....
Brendan Burke, Research Director, analyzes STMicroelectronics’ Q1 FY 2026 earnings, focusing on AI data center and LEO satellite momentum, photonics ramp timing....
Brendan Burke, Research Director at Futurum, analyzes Intel’s Q1 FY 2026 earnings, focusing on CPU demand tied to inference and agentic workloads, customer LTAs, and foundry and packaging execution signals....
Brendan Burke, Research Director at Futurum, examines Meta's agreement with AWS to deploy tens of millions of Graviton cores, signaling a shift toward purpose-built CPUs as critical infrastructure for scaling...
Get important insights straight to your inbox, receive first looks at eBooks, exclusive event invitations, custom content, and more. We promise not to spam you or sell your name to anyone. You can always unsubscribe at any time.
Thank you, we received your request, a member of our team will be in contact with you.
