Wayve and Uber Put British AI on London’s Roads
Wayve and Uber launched the UK’s first supervised autonomous ride-hailing service in London on September 3, 2026, with over 140,000 riders opted in, validating Wayve’s AI-native architecture.
Analyst Insights
Research notes and analysis from the Futurum practice areas.
22 results · page 1 of 2
Practice area
Company
Analyst
HP Q3 FY 2026: Can Premium PCs Offset Memory Cost Pressure?
Futurum Research analyzes HP’s Q3 FY 2026 earnings, focusing on PC mix, AI PC demand, memory cost pressure, and guidance.
NXP Tech Days: Can Physical AI Reference Designs Solidify the Neural Axis?
Brendan Burke and Olivier Blanchard, Research Directors at Futurum, share their insights from NXP Tech Days Silicon Valley, where reference designs from humanoid hands to a four-board MCX A5 networking demo gave NXP’s neural axis architecture production weight.
Can NXP MCX A5 MCUs Secure the Industrial Edge Before Agentic Attackers Arrive?
Brendan Burke and Olivier Blanchard, Research Directors at Futurum, share their insights on why NXP’s MCX A5, the first MCU to combine a 10BASE-T1S digital PHY, topology discovery, and post-quantum cryptography, gives industrial defenders a head start on agentic attacks.
Wayve Bets on General Robotics With a Marquee Research Hire
Wayve appoints Apple’s Alex Toshev as Research Director to lead general robotics intelligence team, marking strategic expansion from autonomous driving into broader Physical AI applications across robot manipulation and mobility.
Lenovo Q1 FY 2027: Can AI Infrastructure Offset Device Market Pressure?
Futurum Research analyzes Lenovo’s Q1 FY 2027 earnings, focusing on AI infrastructure growth, AI PCs, services momentum, and guidance.
Can Google’s Pixel 11 Series Redefine the Smartphone Experience?
Google’s Pixel 11 series features the Tensor G6 chip, delivering advanced AI and enhanced photography. Starting at $899, these devices redefine smartphones through personalized AI and superior camera performance.
ASUS Q2 FY 2026 Earnings Hit Record Revenue on AI Servers
Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices with Futurum, analyzes ASUS Q2 FY 2026 earnings, focusing on AI server revenue doubling, and how agentic AI compute positions the company for a multi-year AI cycle.
Do Samsung Flex Titanium’s Advantages Come With Tricky Tradeoffs?
Olivier Blanchard, Research Director at The Futurum Group shares insights on whether Samsung Flex Titanium can reduce crease visibility without creating new foldable compromises.
Silicon Labs Q2 FY 2026: IoT Recovery Builds Momentum for Series 3 Platform
Brendan Burke, Research Director at Futurum, analyzes Silicon Labs’ Q2 FY 2026 earnings, focusing on sequential margin gains, the 22nm Series 3 up-market pivot, multi-protocol strategy, edge AI, and the pending Texas Instruments acquisition.
From Blaize to NVIDIA: Why Is AI Infrastructure Converging on Indonesia?
Brendan Burke, Research Director at Futurum, shares his insights on 100 days that put Blaize, CoreWeave, NVIDIA, Nokia, Firmus, and Indosat on Indonesia’s sovereign AI map, and the generation-plus-distribution model that can expand globally.
NXP Breaks Ground in Malaysia: Is Internal Test a Moat for Edge AI Margins?
NXP’s 500,000-square-foot Malaysia expansion doubles internal test capacity, enabling DDR memory validation that differentiates i.MX processors and protects margins in the competitive edge AI market.
Meta Reopens Its Models. Is This a PC Play or a Policy Play?
Nick Patience, VP and Practice Lead, AI Platforms at Futurum, examines Meta’s return to open weights with Muse Glimmer and what Mark Zuckerberg’s superintelligence letter reveals about the company’s real distribution strategy.
AMD Q2 FY 2026: EPYC and Helios Fuel the Next AI Growth Phase
Brendan Burke, Research Director at Futurum, analyzes AMD’s Q2 FY 2026 earnings, focusing on Data Center growth, EPYC demand, Helios momentum, and the next phase of AI infrastructure execution.
Wayve and Uber’s Licensing Milestone: A Major shift for Autonomous Rides?
Transport for London grants vehicle licences to Wayve and Uber, marking a pivotal regulatory milestone for autonomous AI in public urban streets. Early rider access planned for summer 2026 as enterprise demand for autonomous operations accelerates.
Uncrewed Vessels Set to Revolutionize Anti-Submarine Warfare for Dutch Navy
Thales’s selection to design uncrewed vessels for the Royal Netherlands Navy underscores OT/ICS security as defense’s greatest challenge, with quantum-safe cryptography now standard.
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.
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.
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 smartphone royalty pressure.
Is Cooling-Defined Infrastructure the Future of AI Data Centers?
UNICOM Engineering and Fourier deploy 600+ megawatts of modular liquid-cooled AI infrastructure as the intelligent devices market surges from $7.1B to $123.6B by 2030.