Category: Semiconductors, Supply Chain, & Emerging Tech

ElevenLabs Hits $500M ARR: Can AI Voice Survive the Platform Wars?
May 6, 2026

ElevenLabs Hits $500M ARR: Can AI Voice Survive the Platform Wars?

ElevenLabs reaches $500M ARR with backing from BlackRock and NVIDIA, signaling institutional confidence in AI voice technology. Yet fierce platform competition threatens defensibility as hyperscalers deepen their AI bets....
Phoenix Technologies Acquisition
May 4, 2026

Lenovo’s Phoenix Technologies Acquisition Signals a Firmware Power Play

Lenovo's completion of the Phoenix Technologies Acquisition marks a strategic move to control critical firmware layers, positioning the company to lead in AI PC security and enterprise device manageability as...
Tenstorrent Galaxy Blackhole
May 4, 2026

Tenstorrent’s Galaxy Blackhole: Can RISC-V Processors Expand Fast Inference Globally?

Brendan Burke, Research Director at Futurum, reviews Tenstorrent's Galaxy Blackhole launch event featuring record inference performance through open standards and integrated RISC-V processing, accelerating Sovereign AI....
Five Layers of the AI Cake
May 4, 2026

Five Layers of the AI Cake

In our latest Market Brief, Five Layers of the AI Cake, completed in partnership with NVIDIA, Futurum Research examines AI as a five-layer infrastructure stack and explores what policymakers, investors,...
Amazon Q1 FY 2026: AWS Momentum Builds as AI Infrastructure Spend Surges
May 4, 2026

Amazon Q1 FY 2026: AWS Momentum Builds as AI Infrastructure Spend Surges

Futurum Research analyzes Amazon’s Q1 FY 2026 earnings, focusing on AWS re-acceleration, custom silicon expansion, and agentic AI product moves shaping near-term spending and longer-term positioning....
Qualcomm Q2 FY 2026 Earnings Show Data Center Entry and Auto Strength
May 1, 2026

Qualcomm Q2 FY 2026 Earnings Show Data Center Entry and Auto Strength

Futurum Research analyzes Qualcomm Q2 FY 2026 results, focusing on data center entry progress, agentic AI positioning across platforms, and continued handset constraints tied to memory supply dynamics....
Cadence Q1 FY 2026 Earnings Driven by Agentic AI Expansion and Emulation Hardware
May 1, 2026

Cadence Q1 FY 2026 Earnings Driven by Agentic AI Expansion and Emulation Hardware

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....
Can AMD’s Edge Silicon Scale to the Trillion Dollar Orbital Opportunity?
May 1, 2026

Can AMD’s Edge Silicon Scale to the Trillion Dollar Orbital Opportunity?

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....
Cloud Enterprise
April 30, 2026

Microsoft’s Xbox Slide Puts Pressure on Cloud and Enterprise Ambitions

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...
Arm AGI CPU
April 30, 2026

Arm AGI CPU Goes to Market via Supermicro and Verda at 2026 OCP EMEA Summit

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....
Automotive Industrial Momentum
April 30, 2026

NXP’s Q1 2026: Can Automotive and Industrial Momentum Outrun Semiconductor Volatility?

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...
April 29, 2026

Orbital Computing Can Reach $1 Trillion Addressable Market by 2030

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...

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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