Company news from The Futurum Group, and the research announcements that go out with new Futurum Intelligence data.
10 results
Brendan Burke, Research Director at Futurum, unpacks the drivers of the CPU shortage in the data center market. Demand for agentic AI accelerated hyperscaler procurement of CPUs, leading to a favorable long-term growth outlook.
Olivier Blanchard, Research Director at Futurum, dives into the timing, specs, competitive advantages, market positioning, and strategic importance of Intel’s Core Ultra Series 3 (Panther Lake) release and new 18A process node.
Ray Wang, Research Director for Semiconductors, Supply Chain, and Emerging Technology, shares insights on Futurum’s new Silicon Tracker dataset, aiming to help industry leaders understand the AI hardware supply chain.
Ray Wang, Research Director for Semiconductors, Supply Chain, and Emerging Technologies, and Nick Patience, VP & AI Practice Lead at Futurum, share their perspectives on the broad impacts of the recent Intel–NVIDIA partnership across the semiconductor supply chain.
Ray Wang, Research Director at Futurum, shares insights on advanced packaging for AI accelerators, including development, adoption timelines, and real-world use cases.
Ray Wang, Research Director for Semiconductors, Supply Chain, and Emerging Technology at Futurum, shared his analysis on why NVIDIA became the first company to reach a 4 trillion market cap, and the outlook of the company in the near future.
Olivier Blanchard, Research Director at Futurum, zooms in on new types of AI PC dubbed “AI developer workstations,” and explains how these new high-performance AI PCs, which pack AI workload capabilities generally only available in data centers into desktop and deskside form factors, are…
Olivier Blanchard, Practice Lead for AI Devices at The Futurum Group, shares his insights on Intel’s vulnerability in the AI PC processor space and how its ability to hit 18A process milestones on time will determine how quickly it can claw back lost market share from rivals AMD and Qualcomm before…
Olivier Blanchard, Practice Lead for AI Devices at The Futurum Group shares his insights on Intel’s vulnerability in the AI PC processor space, and how its ability to hit 18A process milestones on time will determine how quickly it can claw back lost market share from rivals AMD and Qualcomm before…
Richard Gordon, VP & Practice Lead for Semiconductors at Futurum Group, analyses the 4Q 2024 market for AI Chipsets in data Centers which saw another quarter of sequential growth driven by surging demand for high-performance AI compute solutions.