Category: Semiconductors, Supply Chain, & Emerging Tech

ABB Q1 FY 2026 Earnings Driven by Data Center and Grid Demand
April 28, 2026

ABB Q1 FY 2026 Earnings Driven by Data Center and Grid Demand

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....
IBM Q1 FY 2026 Earnings Show Software Growth and Mainframe AI Monetization
April 28, 2026

IBM Q1 FY 2026 Earnings Show Software Growth and Mainframe AI Monetization

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....
Texas Instruments Q1 FY 2026: Data Center and Industrial Demand Lift Outlook
April 27, 2026

Texas Instruments Q1 FY 2026: Data Center and Industrial Demand Lift Outlook

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....
STMicroelectronics Q1 FY 2026 Earnings Show Early AI and Satellite Upside
April 27, 2026

STMicroelectronics Q1 FY 2026 Earnings Show Early AI and Satellite Upside

Brendan Burke, Research Director, analyzes STMicroelectronics’ Q1 FY 2026 earnings, focusing on AI data center and LEO satellite momentum, photonics ramp timing....
Intel Q1 FY 2026 Earnings Point to Agentic CPU Demand and Foundry Upside
April 27, 2026

Intel Q1 FY 2026 Earnings Point to Agentic CPU Demand and Foundry Upside

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....
Meta’s AWS Pact Reframes the Graviton CPU as an AI Workhorse
April 27, 2026

Meta’s AWS Pact Reframes the Graviton CPU as an AI Workhorse

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...
EDA Vendors Race to Align With TSMC's Angstrom-Era Roadmap at Technology Symposium
April 24, 2026

EDA Vendors Race to Align With TSMC’s Angstrom-Era Roadmap at Technology Symposium

Brendan Burke, Research Director at Futurum, examines how Synopsys, Cadence, and Siemens EDA align with TSMC's sub-2nm roadmap, revealing divergent strategies as COUPE co-packaged optics create a new multiphysics EDA...
Google Splits Its TPU Line to Enter the Era of Agentic Silicon
April 24, 2026

Google Splits Its TPU Line to Enter the Era of Agentic Silicon

Brendan Burke, Research Director at Futurum, examines Google's split of its eighth-generation TPU line into TPU 8t for training and TPU 8i for inference, signaling a structural shift toward workload-specific...
Industrial AI
April 23, 2026

Can Lenovo’s AI Manufacturing Push at Hannover Messe Rewrite the Playbook for Industrial Scale?

Lenovo showcases AI solutions at Hannover Messe 2026, claiming 85% faster lead times. With 94% of manufacturers planning AI investment increases, competition intensifies between Lenovo, Siemens, and Rockwell Automation....
Universal Quantum Switch
April 23, 2026

Cisco’s Universal Quantum Switch: Will Interoperability Finally Unblock Quantum Networks?

Cisco's Universal Quantum Switch routes entangled photons across quantum computers via standard fiber, potentially solving quantum networking's biggest scaling challenge....
Is Anthropic’s $100 Billion Pact for AWS Silicon a Bargain in a Supply-Constrained Market?
April 23, 2026

Is Anthropic’s $100 Billion Pact for AWS Silicon a Bargain in a Supply-Constrained Market?

Brendan Burke, Research Director at Futurum, examines how Anthropic's $100 billion decade-long commitment to AWS Trainium and Graviton reshapes frontier AI infrastructure economics and supply dynamics....
IBM Quantum
April 22, 2026

Will IBM Quantum’s Q4Bio Challenge Results Lead to Biochemistry Breakthroughs?

IBM Quantum played a pivotal role in the Q4Bio Challenge Results, with five of six finalist teams using its quantum hardware to achieve novel discoveries in molecular simulation and drug...

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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