Olivier Blanchard, Research Director at Futurum, shares his insights on AMD’s Variable Graphics Memory upgrade for the Ryzen AI Max+ 395, enabling up to 128B parameter models with full vision...
Krista Case, Research Director at Futurum, shares insights on Hammerspace MLPerf Tier 0 results, showcasing linear scaling, 3.7x efficiency gains, and high GPU utilization for AI storage performance....
Olivier Blanchard, Research Director at Futurum, shares insights on Lenovo TruScale DaaS for Sustainability, a modular, AI-powered offering to cut IT costs, extend device life, and deliver measurable carbon footprint...
Insights on CoreWeave’s Q2 preview: AI cloud growth from OpenAI and GPU scarcity sets up another potential beat; balance sheet scrutiny remains key....
Insights on how the recent 15% export license fee on NVIDIA’s H20 and AMD’s MI308 to China represents a significant policy development in the global AI semiconductor market....
Insights on Okla’s earnings preview, at the intersection of two major growth curves: AI infrastructure expansion and the need for sustainable, reliable energy sources....
Ray Wang, Research Director at Futurum, shares insights on Synopsys’ $35 billion acquisition of Ansys, uniting EDA and multiphysics simulation to deliver a unified silicon-to-systems design platform with a $31...
Ray Wang, Research Director at Futurum shares his insights on NXP’s acquisition of port GmbH, examining how this move advances real-time industrial networking and simplifies protocol integration for software-defined manufacturing...
Ray Wang, Research Director at Futurum, shares insights on Broadcom Jericho4 - an Ethernet router designed to connect over a million XPUs across data centers with lossless, secure performance for...
Keith Kirkpatrick, Research Director at Futurum, shares insights on SAP’s planned acquisition of SmartRecruiters and how it enhances SAP SuccessFactors with AI-driven, high-volume talent acquisition capabilities....
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