Brendan Burke, Research Director at Futurum, shares his insights on Broadcom’s broadband Edge AI portfolio and why seeding NPUs across the home makes connectivity, not compute, the real constraint on...
Brendan Burke, Research Director at Futurum, analyzes how Applied Materials' partnership with Broadcom signals a fundamental shift in semiconductor ecosystem collaboration....
Brendan Burke, Research Director at Futurum, analyzes how OpenAI's MRC Networking Protocol addresses supercomputer bottlenecks and could redefine large-scale AI training economics through improved efficiency....
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....
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 Anthropic TPU expansion with Google and Broadcom, highlighting how multi-gigawatt compute deals and custom silicon are reshaping AI infrastructure scale and competition....
Analysts Mitch Ashley and Fernando Montenegro explore Anthropic's Project Glasswing. As AI vulnerability detection crosses a new threshold, the economics and speed of offensive and defensive cybersecurity are forever changed....
Brendan Burke, Research Director at Futurum, shares his analysis of Broadcom's 3nm Taurus BCM83640 400G/lane optical DSP and what it means for the intensifying competition with Marvell over 1.6T AI...
Brendan Burke, Research Director at Futurum, analyzes Broadcom’s Q1 FY 2026 earnings, focusing on AI accelerator and networking momentum, expanding custom XPU programs, and VMware’s role in AI-era private cloud...
In this Market Brief, Modern Private Cloud: Balancing Operational Agility with Data Sovereignty, Futurum Research explores why enterprises are rethinking public cloud-first strategies and how modern private cloud platforms enable...
Futurum Research analyzes Broadcom’s Q4 FY 2025 results, highlighting accelerating AI semiconductor momentum, Ethernet AI switching backlog, and VMware Cloud Foundation gains, alongside system-level deliveries....
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss recent developments in the tech industry. They cover Oracle's financial analyst day, highlighting the company's...
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