Brendan Burke, Research Director at Futurum, analyzes Marvell's dual PCIe 6.0 and CXL 3.0 switch launches from its XConn acquisition and what they mean for the open fabric challenge to...
Tom Hollingsworth, Research Director at Futurum, examines how NVIDIA and T-Mobile are shifting AI from the cloud to the network edge, embedding intelligence directly into 5G networks to accelerate enterprise...
Brendan Burke, Research Director at Futurum, analyzes Coherent's expanded $21 billion CPO TAM disclosed at OFC 2026 and how NVIDIA's Spectrum-6 and Kyber architectures create structural demand for co-packaged optics...
Keith Kirkpatrick, VP & Research Director at Futurum, covers Salesforce’s Agentforce Sales launch, and discusses the implications for customers, prospects, and other vendors in the market....
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