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Insight Type: News

Will NVIDIA and AMD Pass the 15% Fee to Chinese Buyers?
August 11, 2025
 

Will NVIDIA and AMD Pass the 15% Fee to Chinese Buyers?

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....
Synopsys Wraps Up Ansys Acquisition, Targeting Integrated Design Solutions
August 11, 2025
 

Synopsys Wraps Up Ansys Acquisition, Targeting Integrated Design Solutions

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...
August 8, 2025
 

NXP Strengthens Industrial Edge Capabilities With port GmbH Acquisition

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...
August 8, 2025
 

Will Jericho4 Help Broadcom Lead the Next Era of AI Networking?

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...
August 7, 2025
 

SAP Adds AI-Powered Recruiting to HCM Portfolio with SmartRecruiters

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....
August 1, 2025
 

Open Data is Critical to Becoming an AI Intelligence Company

Daniel Newman, CEO, and Mitch Ashley, VP & Practice Lead at The Futurum Group, take a bold stance on open data access, essential for companies to become AI-powered intelligence organizations....
Mitch Ashley
 & 
August 1, 2025
 

Will an Infusion from Salesforce and ServiceNow in Genesys Drive Similar Deals?

Keith Kirkpatrick and Tiffani Bova at Futurum share their insights on Salesforce’s and ServiceNow’s joint $1.5 billion investment into CX provider Genesys, and discuss how each firm will benefit from...
Tiffani Bova
 & 
July 31, 2025
 

Is NVIDIA’s GB300 NVL72 Power Shelf the Answer to AI’s Grid Strain?

Ray Wang, Research Director at Futurum, shares his insights on how NVIDIA’s GB300 NVL72 reduces grid disruption from AI workloads using energy storage, ramp-rate control, and GPU burn to cut...
July 30, 2025
 

Palo Alto Networks Makes Bold $25B Identity Play with CyberArk Deal

Krista Case and Fernando Montenegro of The Futurum Group share their insights on Palo Alto Networks’ planned $25 billion acquisition of CyberArk....
Krista Case
Fernando Montenegro
 & 
July 29, 2025
 

Is T-Mobile’s T-Satellite the First Real Step Toward Eliminating Dead Zones?

Olivier Blanchard, Research Director at Futurum, shares insights on T-Mobile’s T-Satellite launch, enabling satellite-based texting and alerts in dead zones, with broad device support and plans to expand features and...
Olivier Blanchard
July 25, 2025
 

Data Protection Meets Data Control in Commvault’s Satori Play

Krista Case, Research Director at Futurum, shares her insights on Commvault’s planned acquisition of Satori Cyber....
Krista Case

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