Category: Semiconductors, Supply Chain, & Emerging Tech

Intel Q2 FY 2026: Hyperscaler Server Demand Drives 59% DCAI Growth
July 27, 2026

Intel Q2 FY 2026: Hyperscaler Server Demand Drives 59% DCAI Growth

Futurum Research analyzes Intel’s Q2 FY 2026 earnings, focusing on AI-driven server CPU demand, foundry execution, AI PCs, and higher capital spending....
July 27, 2026

Intel Q2 FY 2026: Hyperscaler Server Demand Drives 59% DCAI Growth

Futurum Research analyzes Intel’s Q2 FY 2026 earnings, focusing on AI-driven server CPU demand, foundry execution, AI PCs, and higher capital spending....
STMicroelectronics Q2 FY 2026 Earnings Climb on Cloud AI and Satellite Strength
July 27, 2026

STMicroelectronics Q2 FY 2026 Earnings Climb on Cloud AI and Satellite Strength

Brendan Burke, Research Director at Futurum, reviews STMicroelectronics' Q2 FY 2026 earnings, the broad demand recovery, and the raised AI data center and satellite revenue ambitions....
July 27, 2026

STMicroelectronics Q2 FY 2026 Earnings Climb on Cloud AI and Satellite Strength

Brendan Burke, Research Director at Futurum, reviews STMicroelectronics' Q2 FY 2026 earnings, the broad demand recovery, and the raised AI data center and satellite revenue ambitions....
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...
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....

Welcome

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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