Cadence and NVIDIA have announced an expanded partnership embedding agentic AI and GPU acceleration into simulation and verification platforms, reshaping engineering productivity across RTL design, analog, and 3D IC workflows....
Brendan Burke, Research Director at Futurum, examines how the Meta Broadcom MTIA partnership expands custom AI silicon and tests whether multi-gigawatt infrastructure can scale efficiently....
Wayve's $60M Series D from AMD, Arm, and Qualcomm signals backing for sovereign AI, but questions remain whether the UK startup can compete with better-capitalized US and Chinese rivals amid...
Brendan Burke, Research Director at Futurum, examines how Synopsys supports NASA's Artemis program with electromagnetic simulation and digital twin technology for spacesuit safety and lunar cellular network validation....
In our latest Market Report, Unblocking AI Compute: SiFive Intelligence’s Open Solution for Edge to Cloud Scale, completed in partnership with SiFive, Futurum Research explores how shifting AI workload demands...
Brendan Burke, Research Director at Futurum, examines how CoreWeave's $21B Meta deal and Anthropic partnership validate the neocloud model for frontier AI infrastructure built on MLPerf-leading performance....
Anthropic's Google and Broadcom partnership signals a strategic pivot toward supply chain control, raising questions about whether vertical integration will strengthen or dilute its model-first identity....
Brendan Burke, Research Director at Futurum, examines how Intel and Google's multiyear collaboration on Xeon CPUs and custom IPUs reframes the CPU as a strategic layer in heterogeneous AI infrastructure....
Brendan Burke, Research Director at Futurum, examines how SiFive's $400M Series G positions RISC-V to address the AI memory wall through decoupled vector architecture and latency-hiding queues for data center...
Brendan Burke, Research Director at Futurum, examines how Intel's Terafab partnership with Tesla, SpaceX, and xAI positions Intel Foundry as a domestic advanced packaging and fabrication alternative at scale....
Brendan Burke, Research Director at Futurum, shares his analysis of Applied Materials' new GAA deposition systems and what the shift from lithography-led scaling to materials engineering means for the $115...
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