Intelligent Devices

AI at the Edge: Redefining the Future of Intelligent Devices

Futurum covers a broad range of AI-enabled consumer and commercial devices. This includes PCs and peripherals, tablets,  mobile handsets, XR, hearables and wearables, as well as IoT, IIoT, automotive, and robotics segments. The expansion of AI  training and inference from a cloud-centric model to a more hybrid edge-to-cloud model is driving a rapid transformation  across the devices segment of the tech stack. With next-gen AI-capable PCs, mobile handsets, and wearables now capable of handling increasingly large AI models, AI and agentic workloads are beginning to expand from thermally expensive cloud-based silicon to the more thermally efficient silicon powering AI-capable consumer and commercial devices.  

The next 6 to 12 months will see a significant acceleration in AI capabilities in devices, and will see the start of an expansion  towards physical AI, which includes robotics. This transition will disrupt not only core device segments but the entire  technology ecosystem around them as silicon vendors, cloud service providers (CSPs), independent software vendors (ISVs),  and their partners adapt to new use cases, form factors, and hybrid, interwoven AI services models. 

Additionally, the Intelligent Devices practice will also work with adjacent practices to 1) clearly map how AI orchestration will work across platforms and form factors up and down the entire technology stack, 2) validate the roadmaps of the most critical vendors in the accelerating robotics segment, and 3) quantify potential impacts of memory and storage supply chain constraints on key AI device segments. 

When working on strategy, product, marketing, and sales initiatives, consider intelligence from our expert analysts – planned deliverables for 2026 include:

  • Market Data – bi-annual market sizing & five-year forecast  
  • Decision-Maker Survey – bi-annual IT Decision Maker survey  
  • Analyst Insight Report – a report on critical issues in the industry  
  • State of the Market Report – a report on technology, markets, products, and vendors
  • Futurum Signal Report Access – any Signal Report published in the relevant practice area

The Latest Insights On Intelligent Devices

Arm Q1 FY 2027: Data Center Royalties Strengthen as AGI CPU Gains Traction

Arm Q1 FY 2027: Data Center Royalties Strengthen as AGI CPU Gains Traction

Futurum Research analyzes Arm’s Q1 FY 2027 earnings, focusing on data center royalties, AGI CPU demand, edge AI growth, and [...]
Qualcomm Q3 FY 2026: Automotive Growth Offsets Handset Weakness

Qualcomm Q3 FY 2026: Automotive Growth Offsets Handset Weakness

Futurum Research analyzes Qualcomm’s Q3 FY 2026 earnings, focusing on handset pressure, automotive growth, and the data center ramp. [...]
Ingram Micro Q2 FY 2026: Xvantage Strengthens the AI Distribution Model

Ingram Micro Q2 FY 2026: Xvantage Strengthens the AI Distribution Model

Futurum Research analyzes Ingram Micro’s Q2 FY 2026 earnings, focusing on AI infrastructure, cloud growth, Xvantage adoption, and channel consolidation. [...]
The Software-Defined Vehicle is Winning the Compute War and Losing the Owner

The Software-Defined Vehicle is Winning the Compute War and Losing the Owner

Futurum analysts Olivier Blanchard and Brad Shimmin on the moment the car stopped being a car, and why the sharpest [...]
NXP Q2 FY 2026 AI at the Edge Strengthens Automotive and Industrial Demand

NXP Q2 FY 2026: AI at the Edge Strengthens Automotive and Industrial Demand

Futurum Research analyzes NXP’s Q2 FY 2026 earnings, focusing on software-defined vehicles, physical AI, and data center control-plane growth. [...]
Tesla's Cash Burn: Is the AI Gamble Worth the Risk?

Tesla’s Cash Burn: Is the AI Gamble Worth the Risk?

Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices at Futurum, Tesla faces mounting pressure to sustain AI and robotics [...]

The Latest NEWS

Buyers Are Trading Up 80% More Likely to Buy AI PCs as Traditional PCs Stall at 47%
June 23, 2026

Buyers Are Trading Up: 80% More Likely to Buy AI PCs as Traditional PCs Stall at 47%

Enterprise buyers are trading up: 80% of IT decision makers are more likely to buy AI PCs than six months ago, versus 47% for traditional PCs, with budgets growing 18.8%,...
How Desktop AI Hubs Could Deflect Over 56.23 TWh of Industrial Data Center Load by 2035
June 15, 2026

How Desktop AI Hubs Could Deflect Over 56.23 TWh of Industrial Data Center Load by 2035

Olivier Blanchard and Brendan Burke, Research Directors at Futurum, share their insights on how high-performance small-form-factor desktop AI PCs such as the DGX Spark and Mac Mini could form the...
Robotics Leads at 9.9% CAGR as the $278B Edge Silicon Market Charts a Destination-Driven Path to $340B
April 21, 2026

Robotics Leads at 9.9% CAGR as the $278B Edge Silicon Market Charts a Destination-Driven Path to $340B

Futurum Research's 1H 2026 edge silicon market forecast finds a $278B market heading to $340B by 2030, with Robotics leading at 9.9% CAGR and IoT registering a near-flat -0.2% CAGR...
AI PCs Drive a 28% Reduction in Enterprise Employee Onboarding Time
March 25, 2026

AI PCs Drive a 28% Reduction in Enterprise Employee Onboarding Time

Olivier Blanchard, Research Director at Futurum, shares his insights on why the reported 28% reduction in employee onboarding time compared to legacy hardware, thanks to AI PCs, is a critical...
AI Grid Constraints Will Push Over 33% of Data Centers Off-Grid by 2030
March 12, 2026

AI Grid Constraints Will Push Over 33% of Data Centers Off-Grid by 2030

Brendan Burke, Nick Patience, and Olivier Blanchard, Analysts at Futurum, share their insights on how the power generation gap for AI data centers is forcing a permanent shift to off-grid...
Voice-First AI Interfaces Are Quickly Expanding Beyond The Smart Speaker Segment
February 25, 2026

Voice-First AI Interfaces Are Quickly Expanding Beyond The Smart Speaker Segment

Olivier Blanchard, Research Director at Futurum, shares his insights on why AI-enabled hearables are quickly displacing AI-enabled “smart speakers” as the primary voice-first AI interface, and what the implications of...

Book a Demo

Welcome

The vision behind everything in Futurum’s Custom Research practice is this: research should show you what is happening, what comes next, and what to do about it. It should be personal to each audience, easy for people to grasp, and structured so LLMs can reason over it accurately. And it should be fast and turnkey; you want answers now, not another project to carry for quarters.

Whether you are defining business, channel, or go-to-market strategy; evaluating vendors or justifying ROI; or commissioning research to fill an emerging market need, we have your back, with a program that answers your questions with the objectivity and credibility to drive real decisions.

To do it, we bring unmatched data to bear: Futurum research, surveys, and market projections; validated market feeds; ETR’s 15 years of insight from 10,000 technology decision-makers; G2’s buyer and user data; and what our analysts hear every day. Add leading primary collection, from AI-moderated voice interviews to surveys and analyst-led interviews, all turnkey, and every project comes out credible, nuanced, and actionable.

And we don’t just drop the results in your lap. For internal work, we provide analyst-led sessions, interactive dashboards, and a range of formats. For market-facing work, Futurum delivers turnkey activation and amplification that actually gets seen, by people and by LLMs, through our media and share of voice. This is research that moves decisions and markets.

We will meet you wherever you are, from a fast-turn brief to a multi-year program, and shape the work to your goals, timeline, and budget. The right program for your moment.

If any of this is useful, I would love to talk.

Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

Newsletter Sign-up Form

Get important insights straight to your inbox, receive first looks at eBooks, exclusive event invitations, custom content, and more. We promise not to spam you or sell your name to anyone. You can always unsubscribe at any time.

All fields are required






Thank you, we received your request, a member of our team will be in contact with you.