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Insight Type: Market Coverage

Marvell Expands Custom AI Portfolio with Launch of 2nm Custom SRAM
Ray Wang
,

Marvell Expands Custom AI Portfolio With Launch of 2nm Custom SRAM

New Memory Offering Aims To Improve Power, Area, and Bandwidth for AI Infrastructure Silicon
Ray Wang, Research Director at Futurum, shares his insights on Marvell’s 2nm custom SRAM and how it enhances power efficiency, die area savings, and bandwidth for custom XPUs powering next-gen AI infrastructure.
Synopsys Demonstrates PCIe 6.x Interoperability With Broadcom at PCI-SIG DevCon 2025
Olivier Blanchard
Olivier Blanchard
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Synopsys Demonstrates PCIe 6.x Interoperability With Broadcom at PCI-SIG DevCon 2025

Synopsys and Broadcom Demonstrate PCIe 6.x Interoperability at 64 GT/S, Targeting AI Scale-up
Olivier Blanchard, Research Director at Futurum, shares his insights on Synopsys demonstrating PCIe 6.x interoperability with Broadcom, reducing design risk and accelerating AI and HPC system deployment.
Marvell Advances Chip-Level Power Integration for AI and Cloud Efficiency
Ray Wang
,

Marvell Advances Chip-Level Power Integration for AI and Cloud Efficiency

Marvell’s PIVR Aims to Transform Power Delivery with Pre-Validated Integrated Offerings
Ray Wang, Research Director at Futurum, shares his insights on Marvell’s PIVR power offerings, which aim to improve efficiency and performance in AI and cloud infrastructure through chip-level voltage regulation.
New to You, Phison Pascari Enterprise SSD Range for Hardcore AI Workloads
Alastair Cooke
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New to You, Phison Pascari Enterprise SSD Range for Hardcore AI Workloads

Phison’s Pascari Enterprise SSDs Are Available Through Newegg and Offer a Range of Performance and Endurance Characteristics for Different Workloads
Alastair Cooke, Tech Field Day Event Lead at Futurum, shares his insights on how the Phison Pascari Enterprise SSD range can help organizations accommodate on-premises AI data challenges in a cost-effective and high-performance manner.
Is Adobe’s AI-Powered CXO Suite the Future of Personalized Customer Experiences
Keith Kirkpatrick
,

Is Adobe’s AI-Powered CXO Suite the Future of Personalized Customer Experiences?

Adobe Debuts GenStudio, LLM Optimizer, And Agent Orchestrator To Unify Creativity, AI, And Marketing Across Customer Touchpoints
Keith Kirkpatrick, Research Director at Futurum, shares insights on Adobe’s CXO tools - GenStudio, LLM Optimizer, Agent Orchestrator, and Firefly updates - designed to unify content creation and scale AI-driven personalization.
AMD Strengthens Supercomputing Lead With El Capitan and Frontier Holding Top Spots
Olivier Blanchard
Olivier Blanchard
,

AMD Strengthens Supercomputing Lead With El Capitan and Frontier Holding Top Spots

AMD Powers El Capitan, Frontier, and 172 Systems in Latest Top500 Rankings
Olivier Blanchard, Research Director at Futurum, shares his insights on AMD’s supercomputing leadership as El Capitan and Frontier hold top rankings, while AMD expands its global footprint across HPC and AI workloads.
Qualcomm Expands Data Center Push With $2.4 Billion Alphawave Acquisition
Olivier Blanchard
Olivier Blanchard
,

Qualcomm Expands Data Center Push With $2.4 Billion Alphawave Acquisition

Qualcomm Strengthens Its AI Infrastructure Capabilities By Acquiring Alphawave Semi In A Strategic Move To Deepen Its Presence In Data Center Compute And Connectivity
Olivier Blanchard, Research Director at Futurum, analyzes Qualcomm’s $2.4 billion Alphawave deal and how it expands AI data center capabilities with high-speed connectivity IP.
Will Salesforce Marketing Cloud Next Deliver Real Agentic Marketing
Keith Kirkpatrick
,

Will Salesforce Marketing Cloud Next Deliver Real Agentic Marketing?

Salesforce Connections 2025 Introduced Marketing Cloud Next—an AI-Powered Platform That Streamlines Campaign Creation and Monitoring, Expands Agentforce for Automated Marketing Workflows, and Highlights Data Cloud Features Like Zero‑Copy Integration, Unified Customer Profiles, and AI Segmentation
Keith Kirkpatrick, Research Director at Futurum, covers the highlights from Salesforce Connections, including agentic AI in marketing, unified journeys through Marketing Cloud Next, real-time Data Cloud activation, and new retail bundles.
Cisco Builds Its Platform on the Tailwinds of Agentic AI and Secure Networking
Fernando Montenegro
Fernando Montenegro
,

Cisco Builds Its Platform on the Tailwinds of Agentic AI and Secure Networking

The Recent Reorganization Yields an Organization More Focused on Innovation and Delivering a Strong Platform Message
Fernando Montenegro, VP and Practice Lead, Cybersecurity at Futurum, shares his/her insights on the main announcements and key trends from Cisco Live US 2025, including agentic AI and secure networking.
Adobe Q2 FY 2025 Earnings Top Estimates With 11% Revenue Growth
Keith Kirkpatrick & Daniel Newman
,

Adobe Q2 FY 2025 Earnings Top Estimates With 11% Revenue Growth

Adobe Raises FY 2025 Revenue and EPS Targets Amid Continuing AI-Driven Momentum Across Segments
Keith Kirkpatrick and Daniel Newman at Futurum analyze Adobe’s Q2 FY 2025 results, highlighting AI-fueled user growth, Firefly adoption, strong RPO gains, and raised FY 2025 guidance despite AI-native competitive pressures.
Oracle Delivers Q4 FY 2025 Results With 27% Cloud Growth, RPO Hits $138 Billion
Keith Kirkpatrick & Daniel Newman
,

Oracle Delivers Q4 FY 2025 Results With 27% Cloud Growth, RPO Hits $138 Billion

Oracle Posts Q4 Fy 2025 Revenue and EPS Beat as Cloud Demand Fuels Growth Acceleration
Keith Kirkpatrick and Daniel Newman at Futurum analyze Oracle’s Q4 FY 2025 earnings, highlighting strong cloud momentum, multicloud adoption, AI-driven demand, and aggressive capacity expansion, positioning Oracle for FY 2026 acceleration.
Kyndryl Expands Its Purview into Data Security with Microsoft Partnership
Fernando Montenegro
Krista Case
Fernando Montenegro & Krista Case
,

Kyndryl Expands Its Purview Into Data Security with Microsoft Partnership

IT Services Provider Introduces DSPM Consulting Offering Targeting AI Readiness and Compliance
Futurum’s Fernando Montenegro and Krista Case analyze Kyndryl's launch of data security posture management services using Microsoft Purview to enhance data protection and AI readiness.
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