Category: Semiconductors, Supply Chain, & Emerging Tech

Cerebras CS-4
August 20, 2026

Cerebras CS-4 Makes the Rack the New Chip by Doubling Power and Tripling Wafers

Brendan Burke, Research Director at Futurum, shares his insights on the Cerebras CS-4 launch and why power delivery and networking now decide whether wafer scale can serve trillion parameter models...
NVIDIA's Credit Support Buys Exclusivity at OpenAI's Ohio Data Center
August 20, 2026

NVIDIA’s Credit Support Buys Exclusivity at OpenAI’s Ohio Data Center

Brendan Burke, Research Director at Futurum, shares his insights on NVIDIA's exclusive guarantee of OpenAI's Ohio data center at PORTS-Pike and why credit support is becoming the competitive weapon no...
IBM Links Modular Cryogenic Systems. Is the Fridge Quantum's Real Bottleneck?
August 20, 2026

IBM Links Modular Cryogenic Systems. Is the Fridge Quantum’s Real Bottleneck?

Brendan Burke, Research Director at Futurum, shares his insights on IBM's first connected modular cryogenic systems and why the fridge, as much as the wafer fab, decides who ships a...
Marvell Attaches Across Google's TPU Stack With a Warrant Vesting Toward $120B
August 20, 2026

Marvell Attaches Across Google’s TPU Stack With a Warrant Vesting Toward $120B

Brendan Burke, Research Director at Futurum, shares his insights on Marvell's Google warrant, what the deal does to Marvell's XPU outlook, and why the TPU stack now has contracted sockets...
Can NXP MCX A5 MCUs Secure the Industrial Edge Before Agentic Attackers Arrive?
August 20, 2026

Can NXP MCX A5 MCUs Secure the Industrial Edge Before Agentic Attackers Arrive?

Brendan Burke and Olivier Blanchard, Research Directors at Futurum, share their insights on why NXP's MCX A5, the first MCU to combine a 10BASE-T1S digital PHY, topology discovery, and post-quantum...
Wayve Bets on General Robotics With a Marquee Research Hire
August 19, 2026

Wayve Bets on General Robotics With a Marquee Research Hire

Wayve appoints Apple's Alex Toshev as Research Director to lead general robotics intelligence team, marking strategic expansion from autonomous driving into broader Physical AI applications across robot manipulation and mobility....
Lenovo Q1 FY 2027 Can AI Infrastructure Offset Device Market Pressure
August 18, 2026

Lenovo Q1 FY 2027: Can AI Infrastructure Offset Device Market Pressure?

Futurum Research analyzes Lenovo’s Q1 FY 2027 earnings, focusing on AI infrastructure growth, AI PCs, services momentum, and guidance....
Applied Materials Q3 FY 2026 Advanced Packaging and DRAM Accelerate Growth
August 17, 2026

Applied Materials Q3 FY 2026: Advanced Packaging and DRAM Accelerate Growth

Brendan Burke, Research Director at Futurum, analyzes Applied Materials’ Q3 FY 2026 earnings, focusing on AI-driven chip equipment demand, DRAM strength, advanced packaging, and capacity visibility....
Terrestrial Data Centers Are Getting Expensive Enough to Make Space Cheap
August 17, 2026

Terrestrial Data Centers Are Getting Expensive Enough to Make Space Cheap

Futurum’s Brendan Burke on why a third of the $3 trillion AI data center buildout goes off-grid by 2030, and what launch, satellite hardware, and solar density must do before...
IBM and Together AI: Did IBM Cloud Just Become a Neocloud?
August 17, 2026

IBM and Together AI: Did IBM Cloud Just Become a Neocloud?

Brendan Burke, Research Director at Futurum, shares his insights on the $240 million IBM and Together AI agreement and why an anchor-tenant inference cluster moves IBM Cloud to the landlord...
Coherent Q4 FY 2026 Earnings 1.6T Transceivers Ramp, CPO Revenue Approaches
August 14, 2026

Coherent Q4 FY 2026 Earnings: 1.6T Transceivers Ramp, CPO Revenue Approaches

Brendan Burke, Research Director at Futurum, analyzes Coherent’s Q4 FY 2026 earnings, focusing on AI datacenter optics, indium phosphide capacity, CPO, NPO, and optical circuit switching....
Can Google's Pixel 11 Series Redefine the Smartphone Experience?
August 14, 2026

Can Google’s Pixel 11 Series Redefine the Smartphone Experience?

Google's Pixel 11 series features the Tensor G6 chip, delivering advanced AI and enhanced photography. Starting at $899, these devices redefine smartphones through personalized AI and superior camera performance....

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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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