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Insight Type: Market Coverage

Can Synopsys and NVIDIA Redefine Chip Design Timelines with 30x Speed Gains?
Richard Gordon
Richard Gordon
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Can Synopsys and NVIDIA Redefine Chip Design Timelines with 30x Speed Gains?

Synopsys Deepens NVIDIA Collaboration to Accelerate EDA Workloads on Grace Blackwell Platform
Richard Gordon, VP & Practice Lead, Semiconductors at The Futurum Group, examines how Synopsys and NVIDIA aim to accelerate chip design with Grace Blackwell, targeting 30x EDA speedups and enhanced AI productivity.
Google Axion Challenges x86 in Cloud Workloads with Arm-Based Advantage
Richard Gordon
Richard Gordon
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Google Axion Challenges x86 in Cloud Workloads with Arm-Based Advantage

Custom Arm Neoverse V2 Chip Posts Gains in AI, HPC, and General Compute Across C4A VMs
Richard Gordon, VP & Practice Lead, Semiconductors at The Futurum Group, unpacks Google Axion’s strong benchmarks across AI, HPC, and cloud workloads, showing how Google’s custom Arm CPU could reshape enterprise infrastructure.
Intel Vision 2025 Why Physical AI Beckons for Intel
Ron Westfall
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Intel Vision 2025: Why Physical AI Beckons for Intel

Intel’s New CEO Lip-Bu Tan Spotlighted Physical AI and Its Importance at Intel Vision in Providing First Glimpses of His Unfolding Strategy
Ron Westfall, Research Director at The Futurum Group, shares insights on why Intel possesses the key portfolio building blocks, such as AI accelerators, edge computing expertise, and a legacy of powering complex systems, to become an integral player in the nascent Physical AI market.
Google Cloud Next 2025: The Yellow Brick Road to AI Transformation
Mitch Ashley
Alex Smith
Keith Townsend
Nick Patience, Keith Kirkpatrick, Mitch Ashley, Alex Smith & Keith Townsend
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Google Cloud Next 2025: The Yellow Brick Road to AI Transformation

Google’s AI Ambitions Expand Beyond the Cloud as It Builds an Interoperable Ecosystem for Agent Communication, Application Management, and On-Premises AI Deployment
Nick Patience, AI Practice Lead at The Futurum Group, shares his insights - along with those of colleagues - on Google’s Cloud Next 25 event, held last week in Las Vegas.
OpenText Expands Enterprise Automation with Titanium X and CE 25.2
Keith Kirkpatrick
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OpenText Expands Enterprise Automation with Titanium X and CE 25.2

OpenText Releases Titanium X to Integrate AI Agents Across Business Clouds and Operational Functions
Keith Kirkpatrick, Research Director at The Futurum Group, examines OpenText’s Titanium X rollout, which introduces AI agents across enterprise functions to support automation, security, and cloud-native.
How Intel’s 13-TOPS NPU Might Find Purpose in a World of Copilot+ PCs
Olivier Blanchard
Olivier Blanchard
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How Intel’s 13-TOPS NPU Might Find Purpose in a World of Copilot+ PCs

Intel’s AI Gaming Push Shows Gains but Lacks the Firepower of Rival NPUs
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on Intel’s AI-driven gaming features in the Core Ultra 200HX processors, spotlighting real-world performance gains and the limitations of its 13 TOPS NPU.
At Google Cloud Next, Google Brings its Databases to Bear on Agentic AI Opportunity
Brad Shimmin
Brad Shimmin
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At Google Cloud Next, Google Brings Its Databases to Bear on Agentic AI Opportunity

New User Agents and Deeper GenAI Tool Integration With AlloyDB, BigQuery, et al. Promise To Streamline Data-Driven Agentic Workflows
Brad Shimmin, Principal Analyst at The Futurum Group, shares insights on how Google Cloud integrates databases like AlloyDB & BigQuery with GenAI tools to empower data-driven agentic AI workflows unveiled at Google Cloud Next.
OFC 2025: Marvell Interconnecting the AI Era
Ron Westfall
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OFC 2025: Marvell Interconnecting the AI Era

Marvell Showcases Higher Performance, Customization, and Flexibility for Rack, Row, and Cloud-scale AI Networks at OFC 2025
Ron Westfall, Research Director at The Futurum Group, shares insights on why Marvell is making significant strides in advancing its interconnect portfolio to support scale-up and scale-out fabrics, particularly for AI-driven and cloud-based infrastructure.
AMD Brings Ryzen AI Max Processors to Desktops: A Shift in Mainstream PC Design?
Olivier Blanchard
Olivier Blanchard
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AMD Brings Ryzen AI Max Processors to Desktops: A Shift in Mainstream PC Design?

AMD Expands Its AI-Focused Processor Line Beyond Laptops, Promising Strong Gaming and AI Capabilities Without Discrete GPUs
Olivier Blanchard, Research Director at The Futurum Group, examines AMD’s Ryzen AI Max+ 395 entering desktop PCs, delivering strong AI and gaming performance that could reshape the role of discrete GPUs in the mainstream segment.
Can Intel’s Panther Lake and 18A Process Reset the Chipmaker’s Competitive Position
Olivier Blanchard
Olivier Blanchard
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Can Intel’s Panther Lake and 18A Process Reset the Chipmaker’s Competitive Position?

Intel Eyes Late 2025 Launch for First 18A-Based CPUs as New CEO Focuses on Execution and Engineering-Led Turnaround
Olivier Blanchard, Research Director at The Futurum Group, shares insights on Intel’s Panther Lake CPU and 18A risk production – key milestones that will test Intel’s turnaround efforts under new CEO Lip-Bu Tan.
Can Lip-Bu Tan’s Engineering-First Vision Get Intel Back on Track?
Olivier Blanchard
Olivier Blanchard
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Can Lip-Bu Tan’s Engineering-First Vision Get Intel Back on Track?

Intel’s New CEO Charts AI, Foundry, and Product-Led Recovery Plan; Market Cautiously Awaits Execution
Olivier Blanchard, Research Director at The Futurum Group, shares insights on Intel CEO Lip-Bu Tan’s plan to reset Intel’s culture, focus on AI and custom silicon, and restore credibility through engineering-led execution and foundry transformation.
RSA Conference Innovation Sandbox Announces 2025 Finalists
Fernando Montenegro
Fernando Montenegro
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RSA Conference Innovation Sandbox Announces 2025 Finalists

Top 10 Finalists for RSAC 2025 Spotlight AI Security, Data Protection, and Attack Surface Management
Fernando Montenegro, VP and Practice Lead, Cybersecurity at The Futurum Group, shares insights on the 2025 RSAC Innovation Sandbox finalists. AI security, data protection, and attack surface management dominate this year’s themes amid rising enterprise demand.
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