August 14, 2026
Brendan Burke, Research Director at Futurum, reviews Microchip's Q1 FY 2027 earnings, its data center exposure nearing $1 billion, and margin gains above its long-term model....
August 13, 2026
Brendan Burke, Research Director at Futurum, analyzes Silicon Labs' Q2 FY 2026 earnings, focusing on sequential margin gains, the 22nm Series 3 up-market pivot, multi-protocol strategy, edge AI, and the...
August 13, 2026
Futurum Research analyzes CoreWeave’s Q2 FY 2026 earnings, focusing on AI cloud demand, managed inference growth, power expansion, and raised FY 2026 guidance....
August 13, 2026
Brendan Burke, Research Director at Futurum, shares his insights on 100 days that put Blaize, CoreWeave, NVIDIA, Nokia, Firmus, and Indosat on Indonesia's sovereign AI map, and the generation-plus-distribution model...
August 13, 2026
Intuit's Summer 2026 Enterprise Suite embeds generative AI and industry-specific workflows, positioning itself as the AI-native alternative to traditional ERP vendors for mid-market dominance....
August 13, 2026
NXP's 500,000-square-foot Malaysia expansion doubles internal test capacity, enabling DDR memory validation that differentiates i.MX processors and protects margins in the competitive edge AI market....
August 13, 2026
Keith Kirkpatrick, VP & Research Director, at Futurum, shares insights on Epicor's new CEO, Vaibhav Vohra, and what his product-led background means for cloud, AI, and supply chain customers....
August 12, 2026
Mitch Ashley, VP and Practice Lead, Software Lifecycle Engineering at Futurum, shares his insights on Anthropic's 80% prompt cut and how frontier model releases write new technical debt into customer...
August 11, 2026
Futurum’s AI Platforms practice examines NVIDIA Nemotron 3.5 Lightning and NeMo Switchyard....
August 11, 2026
Brendan Burke, Research Director at Futurum, shares his insights on NVIDIA's $500 billion financing platforms and how DSX reference designs turn AI compute into collateral that banks, insurers, and pension...
August 11, 2026
Brendan Burke, Research Director at Futurum, shares his insights on why Intel's upsized $20 billion stock offering matches the cost of tooling one 14A fab shell, and which WFE suppliers...
August 11, 2026
Futurum Research analyzes Atlassian’s Q4 FY 2026 earnings, focusing on cloud growth, Rovo adoption, Teamwork Graph traction, and enterprise expansion....
