Insight Type: News

Hackett's AI Supply Chain Benchmarks Quantify the Cost of Falling Behind
October 14, 2026

Hackett's AI Supply Chain Benchmarks Quantify the Cost of Falling Behind

The Hackett Group's AI benchmarks show AI-native supply chain operators achieve forecast error reductions up to 52% and cost declines of 12-17% across 16 enterprise workflows....
Lightmatter CPO
October 13, 2026

Lightmatter and Flex Bring 204.8 Tbps Co-Packaged Optics Into Open Racks

Brendan Burke, Research Director at Futurum, examines Lightmatter's 204.8T CPO switch tray with Flex and 102.4T XPU tray at OCP 2026, the first open rack photonic systems, and whether open...
Arm AGI CPU Posts 2x the Agentic Work Per Rack of AMD's EPYC 9755 at OCP 2026
October 13, 2026

Arm AGI CPU Posts 2x the Agentic Work Per Rack of AMD's EPYC 9755 at OCP 2026

Brendan Burke, Research Director at Futurum, examines Arm's agentic CPU benchmarks at OCP Global 2026, where a Signal65 study credits AGI CPU with 1.99x the modeled work per rack of...
Microsoft Maia 300 Bets Gigawatts on Dataflow Inference Silicon
October 13, 2026

Microsoft Maia 300 Bets Gigawatts on Dataflow Inference Silicon

Brendan Burke, Research Director at Futurum, examines Microsoft Maia 300, a decode-first inference accelerator with 18 TB/s of HBM4, and what multi-gigawatt Maia deployments mean for GPUs, TPU, and Trainium....
NVIDIA Unbundles the AI Factory and Turns Openness Into Its Strong Suit
October 13, 2026

NVIDIA Unbundles the AI Factory and Turns Openness Into Its Strong Suit

Brendan Burke, Research Director at Futurum, shares his insights on NVIDIA opening Vera Rubin to OCP, shipping the Vera CPU, landing Meta on Spectrum-6, and defining USFP optics with Cisco...
Cisco's USFP Brings 400G-per-Lane Design to NVIDIA's Optical Roadmap
October 13, 2026

Cisco's USFP Brings 400G-per-Lane Design to NVIDIA's Optical Roadmap

Brendan Burke and Tom Hollingsworth from The Futurum Group share insights on USFP pluggable optics, NVIDIA’s 400G-per-lane roadmap, and the implications for AI fabric density and power efficiency....
Salesforce Bets on Loops to Extend Its Analytics Lead with Agentic Intelligence
October 13, 2026

Salesforce Bets on Loops to Extend Its Analytics Lead with Agentic Intelligence

Keith Kirkpatrick, Vice President & Research Director, Enterprise Software & Di at Futurum, analyzes how Salesforce's acquisition of Loops embeds agentic intelligence into Tableau to advance continuous KPI monitoring and...
AMD Helion Makes the CPU Rack a First-Class Citizen of the AI Data Center
October 13, 2026

AMD Helion Makes the CPU Rack a First-Class Citizen of the AI Data Center

Brendan Burke, Research Director at Futurum, shares his insights on AMD Helion, the OCP-based agentic AI rack that makes the CPU rack a first-class citizen of the AI data center...
Lattice Sentry 5.0 Turns Post-Quantum Silicon Into a Full Platform Security Stack
October 13, 2026

Lattice Sentry 5.0 Turns Post-Quantum Silicon Into a Full Platform Security Stack

Brendan Burke, Research Director at Futurum, shares his insights on why Lattice Sentry 5.0's PQC-enabled platform firmware resilience stack is the first product proof of the AMI acquisition thesis....
Can Meta’s Muse Charm Create Enough Value To Survive Its Own Initial Hype Cycle?
October 13, 2026

Can Meta’s Muse Charm Create Enough Value To Survive Its Own Initial Hype Cycle?

Olivier Blanchard, Research Director at Futurum, shares his insights on Muse Charm, Meta’s pocket-sized 5G AI agent device: who it’s for, and whether it can avoid the fate of Humane...
Meta’s New VR Glasses Challenge Apple Designers To A Spatial Computing Adoption Race
October 13, 2026

Meta’s New VR Glasses Challenge Apple Designers To A Spatial Computing Adoption Race

Olivier Blanchard, Research Director at Futurum, shares his insights on Meta VR Glasses, a 100-gram, $1,299 headset aimed squarely at Apple Vision Pro, and whether its trade-offs will win over...
Centre Technologies Bets on Governed AI to Close the Enterprise Adoption Gap
October 13, 2026

Centre Technologies Bets on Governed AI to Close the Enterprise Adoption Gap

Centre Technologies appoints Dean Wheeler as Director of AI to help enterprises move beyond isolated experiments toward governed, enterprise-wide adoption, addressing a critical gap as 47.2% of organizations remain stuck...

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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