https://preview.erikbethke.com/practice-areas/semiconductors-supply-chain-emerging-tech/ Semiconductors have created a technology super-cycle powering the AI revolution. The industry is on pace to approach $1 trillion in revenue in 2026, marking a third consecutive year of elevated growth driven by AI training, inference, and new classes of intelligent systems. en-us Fri, 04 Sep 2026 13:15:33 GMT https://preview.erikbethke.com/insights/hpe-q3-fy-2026-ai-infrastructure-demand-strengthens-outlook/ https://preview.erikbethke.com/insights/hpe-q3-fy-2026-ai-infrastructure-demand-strengthens-outlook/ Futurum Research analyzes HPE’s Q3 FY 2026 earnings, focusing on AI server demand, networking growth, supply constraints, and FY 2027 positioning. Fri, 04 Sep 2026 13:15:33 GMT Insight Semiconductors Cloud & Infrastructure AI servers Cloud data center Earnings HPE Infrastructure Juniper networking Oracle Supply Chain https://preview.erikbethke.com/insights/broadcom-q3-fy-2026-can-custom-silicon-sustain-ai-growth/ https://preview.erikbethke.com/insights/broadcom-q3-fy-2026-can-custom-silicon-sustain-ai-growth/ Futurum Research analyzes Broadcom’s Q3 FY 2026 earnings, focusing on AI custom silicon demand, networking growth, and Q4 FY 2026 guidance. Fri, 04 Sep 2026 13:00:21 GMT Insight Semiconductors Cloud & Infrastructure AI AVGO Broadcom custom silicon data center Earnings networking semiconductors vmware XPU https://preview.erikbethke.com/insights/thales-kssl-rocket-deal-a-sovereign-security-signal-for-cyber-buyers/ https://preview.erikbethke.com/insights/thales-kssl-rocket-deal-a-sovereign-security-signal-for-cyber-buyers/ Thales and Kalyani Strategic Systems Limited’s September 2026 alliance signals durable sovereign-security commitment to government and defence buyers, combining indigenous 70-mm rocket production with cyber-physical threat convergence capabilities. Fri, 04 Sep 2026 12:13:42 GMT Insight Cybersecurity Semiconductors CIO Insights cybersecurity defence technology digital sovereignty M&A Supply Chain https://preview.erikbethke.com/insights/marvell-q2-fy-2027-connectivity-and-custom-silicon-fuel-ai-growth/ https://preview.erikbethke.com/insights/marvell-q2-fy-2027-connectivity-and-custom-silicon-fuel-ai-growth/ Futurum Research at The Futurum Group analyzes Marvell’s Q2 FY 2027 earnings, focusing on AI infrastructure demand, data center growth, custom silicon, and FY 2027 guidance. Tue, 01 Sep 2026 13:24:09 GMT Insight Semiconductors Cloud & Infrastructure $MRVL AI infrastructure custom silicon data center Earnings ethernet Marvell semiconductors https://preview.erikbethke.com/insights/rapidus-iim-1-fab-construction-is-completed-will-cadence-make-it-the-first-agentic-foundry/ https://preview.erikbethke.com/insights/rapidus-iim-1-fab-construction-is-completed-will-cadence-make-it-the-first-agentic-foundry/ Rapidus’ IIM-1 fab completes construction in Chitose, leveraging Cadence Innostack AI Super Agent for its Raads platform and IBM 2nm transistor IP to compete with TSMC, Intel, and Samsung in inference accelerator production. Mon, 31 Aug 2026 13:51:16 GMT Brendan Burke Insight Semiconductors Cadence foundry technology IBM IIM-1 InnoStack RAADS Rapidus Rapidus 2nm semiconductors https://preview.erikbethke.com/insights/synopsys-q3-fy-2026-ai-design-demand-drives-eda-growth/ https://preview.erikbethke.com/insights/synopsys-q3-fy-2026-ai-design-demand-drives-eda-growth/ Futurum Research analyzes Synopsys’ Q3 FY 2026 earnings, focusing on AI-driven EDA demand, Ansys integration, and FY 2027 monetization priorities. Mon, 31 Aug 2026 13:30:28 GMT Insight AI Platforms Semiconductors Cloud & Infrastructure AI Ansys chip design Design IP Earnings EDA IP Factory Two semiconductors simulation Synopsys https://preview.erikbethke.com/insights/hp-q3-fy-2026-can-premium-pcs-offset-memory-cost-pressure/ https://preview.erikbethke.com/insights/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. Mon, 31 Aug 2026 13:15:33 GMT Insight Semiconductors Intelligent Devices AI PCs Earnings HP HPQ intelligent devices memory PCs Printing workstations https://preview.erikbethke.com/insights/nvidia-q2-fy-2027-ai-infrastructure-demand-extends-into-fy-2028/ https://preview.erikbethke.com/insights/nvidia-q2-fy-2027-ai-infrastructure-demand-extends-into-fy-2028/ Futurum Research analyzes NVIDIA’s Q2 FY 2027 earnings, focusing on AI infrastructure demand, Vera Rubin production, Blackwell Ultra momentum, and FY 2028 growth expectations. Mon, 31 Aug 2026 13:00:48 GMT Insight AI Platforms Semiconductors Cloud & Infrastructure AI factories AI infrastructure Blackwell Ultra data center Earnings NVIDIA semiconductors Vera Rubin https://preview.erikbethke.com/insights/sifive-bigsky-ships-the-first-risc-v-server-is-the-gpu-head-node-the-prize/ https://preview.erikbethke.com/insights/sifive-bigsky-ships-the-first-risc-v-server-is-the-gpu-head-node-the-prize/ Brendan Burke, Research Director at Futurum, shares his insights on SiFive’s BigSky, the first enterprise-grade RISC-V server, and why CUDA head node duty for NVIDIA GPUs is the socket that matters. Fri, 28 Aug 2026 15:44:20 GMT Brendan Burke Insight Semiconductors Cloud & Infrastructure BigSky Canonical CUDA custom silicon data center CPU head node Hot Chips hyperscalers NVIDIA NVLink Fusion P870-D Red Hat RHEL RISC-V RISC-V server RVA23 SiFive Ubuntu https://preview.erikbethke.com/insights/nvidia-nears-12-9b-deal-for-hugging-face-escalating-ai-ecosystem-strategy/ https://preview.erikbethke.com/insights/nvidia-nears-12-9b-deal-for-hugging-face-escalating-ai-ecosystem-strategy/ Nick Patience, VP & Practice Lead of AI Platforms at Futurum, shares his insights on NVIDIA’s reported $12.9 billion bid for Hugging Face and what it would mean for the future of open AI. Fri, 28 Aug 2026 14:45:40 GMT Nick Patience Insight AI Platforms Semiconductors Channel Ecosystems AI Platforms Compute Infrastructure GPU hugging face mergers and acquisitions NVIDIA open source AI https://preview.erikbethke.com/insights/qumulusai-q2-fy-2026-118-revenue-growth-for-hyperspeed-ai-compute-deployment/ https://preview.erikbethke.com/insights/qumulusai-q2-fy-2026-118-revenue-growth-for-hyperspeed-ai-compute-deployment/ Brendan Burke, Research Director at Futurum, analyzes QumulusAI’s Q2 FY 2026 earnings, focusing on direct AI compute demand, GPU fleet expansion, and capacity execution. Fri, 28 Aug 2026 14:30:00 GMT Brendan Burke Insight AI Platforms Semiconductors Cloud & Infrastructure AI compute AI infrastructure Blackwell data center Earnings GPU-as-a-Service NVIDIA QMLS QumulusAI https://preview.erikbethke.com/insights/nxp-tech-days-can-physical-ai-reference-designs-solidify-the-neural-axis/ https://preview.erikbethke.com/insights/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. Fri, 28 Aug 2026 14:00:35 GMT Brendan Burke, Olivier Blanchard Insight Semiconductors Intelligent Devices AMRs Drones Edge AI humanoid robots Neural Axis NXP NXP Tech Days Physical AI reference designs robotics https://preview.erikbethke.com/insights/mtg-i2-launch-reveals-thaless-critical-infrastructure-security-depth/ https://preview.erikbethke.com/insights/mtg-i2-launch-reveals-thaless-critical-infrastructure-security-depth/ Thales Alenia Space’s MTG-I2 satellite completes the Meteosat Third Generation constellation, positioning Thales as a critical infrastructure security provider for European meteorological data in the expanding cybersecurity market. Fri, 28 Aug 2026 12:21:07 GMT Insight Cybersecurity Semiconductors Cloud & Infrastructure critical infrastructure protection cybersecurity Infrastructure satellite technology https://preview.erikbethke.com/insights/pytorch-grows-up-open-source-ai-tooling-targets-enterprise-production/ https://preview.erikbethke.com/insights/pytorch-grows-up-open-source-ai-tooling-targets-enterprise-production/ PyTorch Conference North America 2026 showcases the framework’s evolution into production-grade infrastructure, addressing enterprise deployment gaps as the AI platforms market reaches $181.3B. Fri, 28 Aug 2026 12:18:22 GMT Insight AI Platforms Semiconductors Enterprise Software Software Lifecycle Engineering AI DevOps Enterprise Software & Digital Workflows Infrastructure Software Lifecycle Engineering https://preview.erikbethke.com/press-release/62-of-data-center-semiconductor-buyers-take-4-or-more-months-to-first-production-token/ https://preview.erikbethke.com/press-release/62-of-data-center-semiconductor-buyers-take-4-or-more-months-to-first-production-token/ 61.8% of data center semiconductor buyers take 4+ months to first production token. 35.2% now benchmark on tokens per watt as the primary productivity metric. Thu, 27 Aug 2026 15:11:52 GMT Brendan Burke Press Release Semiconductors AI infrastructure Data Center Semiconductors lead time Tokenomics tokens-per-watt https://preview.erikbethke.com/research-reports/how-intel-18a-p-transistor-breakthroughs-shape-diamond-rapids-cpu-design/ https://preview.erikbethke.com/research-reports/how-intel-18a-p-transistor-breakthroughs-shape-diamond-rapids-cpu-design/ In our latest thought leadership brief, Intel 18A-P Transistor Breakthroughs Shape Diamond Rapids CPU Design, completed in partnership with Intel, The Futurum Group examines the silicon-validated data behind Intel’s 18A-P process and what it means for Diamond Rapids, Intel’s next-generation Xeon… Mon, 24 Aug 2026 15:48:36 GMT Brendan Burke Research Report Semiconductors 18A-P data center Diamond Rapids GAA-BSPD Intel PowerVia RibbonFET semiconductors Xeon https://preview.erikbethke.com/insights/analog-devices-q3-fy-2026-earnings-hit-first-4-billion-quarter-on-ai-demand/ https://preview.erikbethke.com/insights/analog-devices-q3-fy-2026-earnings-hit-first-4-billion-quarter-on-ai-demand/ Brendan Burke, Research Director at Futurum, reviews Analog Devices’ Q3 FY 2026 earnings, the first $4 billion quarter, and the data center and industrial demand behind it. Mon, 24 Aug 2026 15:21:19 GMT Brendan Burke Insight Semiconductors ADI AI infrastructure Analog Devices Automotive data center Earnings Empower Semiconductor grid-to-chip industrial Optical power management semiconductors https://preview.erikbethke.com/insights/micron-research-labs-can-1-billion-a-year-out-research-samsung-and-sk-hynix/ https://preview.erikbethke.com/insights/micron-research-labs-can-1-billion-a-year-out-research-samsung-and-sk-hynix/ Brendan Burke, Research Director at Futurum, shares his insights on Micron Research Labs, the $10 billion Boise hub, and whether ecosystem research can offset Samsung and SK hynix R&D budgets that run larger. Fri, 21 Aug 2026 14:41:38 GMT Brendan Burke Insight Semiconductors advanced packaging AI memory Applied Materials DRAM EPIC Center EUV Lam Research Micron Micron Research Labs NAND Samsung SK Hynix TSMC https://preview.erikbethke.com/insights/digicerts-pqc-event-franchise-shifts-from-awareness-to-action/ https://preview.erikbethke.com/insights/digicerts-pqc-event-franchise-shifts-from-awareness-to-action/ DigiCert’s third annual World Quantum Readiness Day on September 17, 2026, marks a strategic shift from quantum awareness to active post-quantum cryptography deployment, addressing enterprises’ top challenge: cryptographic agility. Fri, 21 Aug 2026 12:17:49 GMT Insight Cybersecurity Semiconductors Enterprise Software cybersecurity emerging tech enterprise software https://preview.erikbethke.com/insights/fpt-courts-toyota-tsusho-in-southeast-asia-semiconductor-bid/ https://preview.erikbethke.com/insights/fpt-courts-toyota-tsusho-in-southeast-asia-semiconductor-bid/ FPT hosted Toyota Tsusho Vietnam leadership to explore chip distribution and OSAT services across Southeast Asia, positioning itself as a hardware-software integration hub in the region’s semiconductor supply chain realignment. Fri, 21 Aug 2026 12:16:40 GMT Insight Semiconductors Channel Ecosystems Ecosystems, Channels, & Marketplaces Infrastructure M&A Semiconductors, Supply Chain, & Emerging Tech https://preview.erikbethke.com/insights/cerebras-cs-4-makes-the-rack-the-new-chip-by-doubling-power-and-tripling-wafers/ https://preview.erikbethke.com/insights/cerebras-cs-4-makes-the-rack-the-new-chip-by-doubling-power-and-tripling-wafers/ Brendan Burke, Research Director at Futurum, shares his insights on the Cerebras CS-4 launch and why power delivery and networking now decide whether wafer scale can serve trillion parameter models at scale. Thu, 20 Aug 2026 17:52:22 GMT Brendan Burke Insight AI Platforms Semiconductors Cloud & Infrastructure Agentic AI AI AMD Helios Arista Networks AWS Trainium Cerebras CS-4 data center emerging tech Fast Inference Infrastructure semiconductors Supply Chain https://preview.erikbethke.com/insights/nvidias-credit-support-buys-exclusivity-at-openais-ohio-data-center/ https://preview.erikbethke.com/insights/nvidias-credit-support-buys-exclusivity-at-openais-ohio-data-center/ Brendan Burke, Research Director at Futurum, shares his insights on NVIDIA’s exclusive guarantee of OpenAI’s Ohio data center at PORTS-Pike and why credit support is becoming the competitive weapon no rival chipmaker can match. Thu, 20 Aug 2026 15:20:52 GMT Brendan Burke Insight AI Platforms Semiconductors Cloud & Infrastructure AEP Ohio AI data center AI Factory AI infrastructure financing AMD Broadcom credit support data center power DSX land power and shell NVIDIA OpenAI PORTS-Pike SB Energy Softbank Stargate https://preview.erikbethke.com/insights/ibm-links-modular-cryogenic-systems-is-the-fridge-quantums-real-bottleneck/ https://preview.erikbethke.com/insights/ibm-links-modular-cryogenic-systems-is-the-fridge-quantums-real-bottleneck/ Brendan Burke, Research Director at Futurum, shares his insights on IBM’s first connected modular cryogenic systems and why the fridge, as much as the wafer fab, decides who ships a fault-tolerant quantum computer in 2029. Thu, 20 Aug 2026 14:16:55 GMT Brendan Burke Insight Semiconductors AI Platforms emerging tech IBM Quantum Infrastructure Quantum Computing semiconductors Superconducting Qubits https://preview.erikbethke.com/insights/marvell-attaches-across-googles-tpu-stack-with-a-warrant-vesting-toward-120b/ https://preview.erikbethke.com/insights/marvell-attaches-across-googles-tpu-stack-with-a-warrant-vesting-toward-120b/ Brendan Burke, Research Director at Futurum, shares his insights on Marvell’s Google warrant, what the deal does to Marvell’s XPU outlook, and why the TPU stack now has contracted sockets for a second custom silicon partner alongside Broadcom. Thu, 20 Aug 2026 14:01:40 GMT Brendan Burke Insight Semiconductors AI Inference AI Platforms Broadcom cloud infrastructure custom AI chips custom silicon google hyperscalers Marvell semiconductors strategic partnerships TPU XPU https://preview.erikbethke.com/insights/can-nxp-mcx-a5-mcus-secure-the-industrial-edge-before-agentic-attackers-arrive/ https://preview.erikbethke.com/insights/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. Thu, 20 Aug 2026 13:31:55 GMT Brendan Burke, Olivier Blanchard Insight Cybersecurity Semiconductors Intelligent Devices 10BASE-T1S Agentic AI building automation CNSA 2.0 Cortex-M33 Cyber Resilience Act Edge AI industrial automation Infineon MCX MCX A5 Microchip ML-DSA ML-KEM NXP onsemi post-quantum cryptography PQC single pair Ethernet SPE STMicroelectronics TJF1410 topology discovery https://preview.erikbethke.com/insights/wayve-bets-on-general-robotics-with-a-marquee-research-hire/ https://preview.erikbethke.com/insights/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. Wed, 19 Aug 2026 12:16:17 GMT Insight AI Platforms Semiconductors Intelligent Devices AI Enterprise Software & Digital Workflows intelligent devices https://preview.erikbethke.com/insights/lenovo-q1-fy-2027-can-ai-infrastructure-offset-device-market-pressure/ https://preview.erikbethke.com/insights/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. Tue, 18 Aug 2026 15:29:57 GMT Insight Semiconductors Intelligent Devices Cloud & Infrastructure AI infrastructure AI PCs data center Earnings Hybrid AI Lenovo Servers Services smartphones Supply Chain tablets https://preview.erikbethke.com/insights/applied-materials-q3-fy-2026-advanced-packaging-and-dram-accelerate-growth/ https://preview.erikbethke.com/insights/applied-materials-q3-fy-2026-advanced-packaging-and-dram-accelerate-growth/ Brendan Burke, Research Director at Futurum, analyzes Applied Materials’ Q3 FY 2026 earnings, focusing on AI-driven chip equipment demand, DRAM strength, advanced packaging, and capacity visibility. Mon, 17 Aug 2026 14:19:38 GMT Brendan Burke Insight Semiconductors advanced packaging AI infrastructure AMAT Applied Global Services Applied Materials DRAM Earnings HBM semiconductors wafer fab equipment https://preview.erikbethke.com/insights/terrestrial-data-centers-are-getting-expensive-enough-to-make-space-cheap/ https://preview.erikbethke.com/insights/terrestrial-data-centers-are-getting-expensive-enough-to-make-space-cheap/ Futurum’s Brendan Burke on why a third of the $3 trillion AI data center buildout goes off-grid by 2030, and what launch, satellite hardware, and solar density must do before orbit competes on cost. From Above the Line with Shay Boloor. Mon, 17 Aug 2026 13:15:21 GMT Brendan Burke Insight Semiconductors AI data centers data center capex data centers in space GPUs in space laser links Launch costs NVIDIA off-grid data centers optical interconnect orbital compute Orbital Computing radiation hardening satellite solar power space data centers SpaceX Starship https://preview.erikbethke.com/insights/ibm-and-together-ai-did-ibm-cloud-just-become-a-neocloud/ https://preview.erikbethke.com/insights/ibm-and-together-ai-did-ibm-cloud-just-become-a-neocloud/ Brendan Burke, Research Director at Futurum, shares his insights on the $240 million IBM and Together AI agreement and why an anchor-tenant inference cluster moves IBM Cloud to the landlord side of the GPU lease. Mon, 17 Aug 2026 13:00:14 GMT Brendan Burke Insight AI Platforms Semiconductors Cloud & Infrastructure AI Platforms cloud computing enterprise software Infrastructure https://preview.erikbethke.com/insights/coherent-q4-fy-2026-earnings-1-6t-transceivers-ramp-cpo-revenue-approaches/ https://preview.erikbethke.com/insights/coherent-q4-fy-2026-earnings-1-6t-transceivers-ramp-cpo-revenue-approaches/ Brendan Burke, Research Director at Futurum, analyzes Coherent’s Q4 FY 2026 earnings, focusing on AI datacenter optics, indium phosphide capacity, CPO, NPO, and optical circuit switching. Fri, 14 Aug 2026 14:56:25 GMT Brendan Burke Insight Semiconductors Cloud & Infrastructure 1.6T 800G AI Coherent COHR CPO datacenter Earnings indium phosphide NPO OCS Optics photonics semiconductors https://preview.erikbethke.com/insights/can-googles-pixel-11-series-redefine-the-smartphone-experience/ https://preview.erikbethke.com/insights/can-googles-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. Fri, 14 Aug 2026 14:00:17 GMT Olivier Blanchard Insight AI Platforms Semiconductors Intelligent Devices AI emerging tech intelligent devices semiconductors Supply Chain https://preview.erikbethke.com/insights/do-samsung-flex-titaniums-advantages-come-with-tricky-tradeoffs/ https://preview.erikbethke.com/insights/do-samsung-flex-titaniums-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. Fri, 14 Aug 2026 13:30:19 GMT Olivier Blanchard Insight Semiconductors Intelligent Devices Flex Titanium foldable displays foldable smartphones Galaxy Z Fold 8 Galaxy Z Fold 8 Ultra Samsung Samsung Display Samsung Electronics Samsung Flex Titanium titanium-alloy film https://preview.erikbethke.com/insights/microchip-q1-fy-2027-earnings-beat-as-data-center-exposure-nears-1-billion/ https://preview.erikbethke.com/insights/microchip-q1-fy-2027-earnings-beat-as-data-center-exposure-nears-1-billion/ Brendan Burke, Research Director at Futurum, reviews Microchip’s Q1 FY 2027 earnings, its data center exposure nearing $1 billion, and margin gains above its long-term model. Fri, 14 Aug 2026 13:00:42 GMT Brendan Burke Insight Semiconductors Cloud & Infrastructure aerospace and defense data center distribution Earnings embedded control gross margin MCHP Microchip PCIe Gen 6 semiconductors https://preview.erikbethke.com/insights/silicon-labs-q2-fy-2026-iot-recovery-builds-momentum-for-series-3-platform/ https://preview.erikbethke.com/insights/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. Thu, 13 Aug 2026 14:52:09 GMT Brendan Burke Insight Semiconductors Intelligent Devices 22nm Bluetooth edge ML IoT Matter semiconductors Series 3 Silicon Labs Texas Instruments Thread zigbee https://preview.erikbethke.com/insights/coreweave-q2-fy-2026-ai-demand-drives-pricing-and-capacity-growth/ https://preview.erikbethke.com/insights/coreweave-q2-fy-2026-ai-demand-drives-pricing-and-capacity-growth/ Futurum Research analyzes CoreWeave’s Q2 FY 2026 earnings, focusing on AI cloud demand, managed inference growth, power expansion, and raised FY 2026 guidance. Thu, 13 Aug 2026 14:34:59 GMT Insight AI Platforms Semiconductors Cloud & Infrastructure AI cloud AI infrastructure cloud infrastructure CoreWeave data center Earnings Enterprise AI managed inference NVIDIA https://preview.erikbethke.com/insights/from-blaize-to-nvidia-why-is-ai-infrastructure-converging-on-indonesia/ https://preview.erikbethke.com/insights/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. Thu, 13 Aug 2026 14:10:48 GMT Brendan Burke Insight AI Platforms Semiconductors Intelligent Devices Cloud & Infrastructure AI Factory AI Inference AI Platforms Blaize CoreWeave Danantara data center Datacomm Diangraha DayOne Distributed AI DSX Edge AI emerging tech Firmus Graph Streaming Processor Hybrid AI Indonesia Indosat Infrastructure neocloud networking Nokia NVIDIA Ooredoo semiconductors Southeast Asia sovereign AI Supply Chain Zankore https://preview.erikbethke.com/insights/nxp-breaks-ground-in-malaysia-is-internal-test-a-moat-for-edge-ai-margins/ https://preview.erikbethke.com/insights/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. Thu, 13 Aug 2026 13:30:19 GMT Brendan Burke Insight Semiconductors Intelligent Devices AI Amkor ASE assembly and test back-end manufacturing DDR memory Edge AI Edge computing eIQ Neutron hybrid manufacturing i.MX Kinara LPDDR4 LPDDR5 Malaysia semiconductor manufacturing NXP OSAT Physical AI semiconductors Supply Chain Texas Instruments https://preview.erikbethke.com/insights/is-the-supply-chain-ai-accountability-gap-a-recipe-for-failure/ https://preview.erikbethke.com/insights/is-the-supply-chain-ai-accountability-gap-a-recipe-for-failure/ AI reliability is the top adoption challenge for 55.4% of decision makers, and Kinaxis Maestro addresses this critical accountability gap in enterprise supply chain AI implementation. Wed, 12 Aug 2026 12:17:55 GMT Insight AI Platforms Semiconductors Enterprise Software AI Platforms Enterprise Software & Digital Workflows Semiconductors, Supply Chain, & Emerging Tech https://preview.erikbethke.com/insights/is-the-nvidia-dsx-reference-design-the-real-collateral-for-500b-in-financing/ https://preview.erikbethke.com/insights/is-the-nvidia-dsx-reference-design-the-real-collateral-for-500b-in-financing/ Brendan Burke, Research Director at Futurum, shares his insights on NVIDIA’s $500 billion financing platforms and how DSX reference designs turn AI compute into collateral that banks, insurers, and pension funds can underwrite. Tue, 11 Aug 2026 15:41:00 GMT Brendan Burke Insight AI Platforms Semiconductors Cloud & Infrastructure AI Factory AI infrastructure financing Apollo asset-backed securities BlackRock Blackstone Brookfield compute financing CoreWeave DSX Goldman Sachs GPU depreciation KKR neocloud NVIDIA private credit securitization https://preview.erikbethke.com/insights/is-intels-20-billion-stock-offering-enough-to-tool-a-14a-fab/ https://preview.erikbethke.com/insights/is-intels-20-billion-stock-offering-enough-to-tool-a-14a-fab/ Brendan Burke, Research Director at Futurum, shares his insights on why Intel’s upsized $20 billion stock offering matches the cost of tooling one 14A fab shell, and which WFE suppliers capture the orders. Tue, 11 Aug 2026 14:54:21 GMT Brendan Burke Insight Semiconductors 14A Applied Materials ASML Backside Power Delivery Capital Raise Fab 62 High-NA EUV Intel Intel 14A Intel Foundry KLA Lam Research Lip-Bu Tan Ohio One RibbonFET stock offering Tokyo Electron wafer fab equipment WFE https://preview.erikbethke.com/insights/sitime-q2-fy-2026-ai-demand-and-renesas-integration-shape-the-next-phase/ https://preview.erikbethke.com/insights/sitime-q2-fy-2026-ai-demand-and-renesas-integration-shape-the-next-phase/ Futurum Research analyzes SiTime’s Q2 FY 2026 earnings, focusing on AI data center timing demand, Renesas timing integration, and guidance. Mon, 10 Aug 2026 13:00:08 GMT Insight Semiconductors Cloud & Infrastructure AI data center clocking Earnings optical modules precision timing Renesas semiconductors SiTime https://preview.erikbethke.com/insights/motives-unstoppable-momentum-what-it-means-for-fleet-management/ https://preview.erikbethke.com/insights/motives-unstoppable-momentum-what-it-means-for-fleet-management/ Motive has secured the #1 ranking on G2’s Momentum Grid for Fleet Management for eight consecutive quarters, positioning itself as the fastest-growing challenger disrupting the supply chain software market dominated by SAP and Oracle. Sat, 08 Aug 2026 12:25:55 GMT Insight Semiconductors Enterprise Software AI Platforms digital workflows enterprise software Supply Chain https://preview.erikbethke.com/insights/nvidia-ai-storage-goes-open-at-fms-2026-is-open-source-the-new-moat/ https://preview.erikbethke.com/insights/nvidia-ai-storage-goes-open-at-fms-2026-is-open-source-the-new-moat/ Brendan Burke, Research Director at Futurum, examines NVIDIA’s FMS 2026 storage push and whether openness extends NVIDIA’s platform control to the data path. Fri, 07 Aug 2026 19:56:40 GMT Brendan Burke Insight AI Platforms Semiconductors Cloud & Infrastructure AI cloud computing data center Infrastructure semiconductors https://preview.erikbethke.com/insights/samsung-zhbm-stacks-memory-on-the-gpu-has-hbm-run-out-of-beachfront/ https://preview.erikbethke.com/insights/samsung-zhbm-stacks-memory-on-the-gpu-has-hbm-run-out-of-beachfront/ Brendan Burke, Research Director at Futurum, shares his insights on Samsung zHBM, the FMS 2026 concept that stacks memory directly on AI accelerators, and on whether V10 BV-NAND and HBM4E keep Samsung ahead in AI memory. Fri, 07 Aug 2026 19:49:09 GMT Brendan Burke Insight Semiconductors AI data center GPU technology Infrastructure semiconductors https://preview.erikbethke.com/insights/amd-acquires-taalas-to-advance-ai-workload-optimization/ https://preview.erikbethke.com/insights/amd-acquires-taalas-to-advance-ai-workload-optimization/ Brendan Burke, Research Director at Futurum, shares his insights on AMD’s Taalas acquisition and why the two-month model-to-silicon design flow, arriving alongside agentic EDA, is the asset that matters. Fri, 07 Aug 2026 17:15:32 GMT Brendan Burke Insight Semiconductors AI emerging tech Infrastructure M&A semiconductors https://preview.erikbethke.com/insights/ionq-q2-fy-2026-tempo-quantum-computers-drive-growth-ahead-of-skywater-integration/ https://preview.erikbethke.com/insights/ionq-q2-fy-2026-tempo-quantum-computers-drive-growth-ahead-of-skywater-integration/ Brendan Burke, Research Director at Futurum, analyzes IonQ’s Q2 FY 2026 earnings, focusing on quantum platform growth, SkyWater integration, security demand, and raised FY 2026 guidance. Fri, 07 Aug 2026 15:03:45 GMT Brendan Burke Insight Cybersecurity Semiconductors Cloud & Infrastructure Earnings IonQ QKD Quantum Computing quantum networking Quantum Security quantum sensing semiconductors SkyWater https://preview.erikbethke.com/insights/lattice-semiconductor-q2-fy-2026-ami-acquisition-pulls-1-billion-revenue-rate-up-to-q3-2026/ https://preview.erikbethke.com/insights/lattice-semiconductor-q2-fy-2026-ami-acquisition-pulls-1-billion-revenue-rate-up-to-q3-2026/ Brendan Burke, Research Director at Futurum, analyzes Lattice Semiconductor’s Q2 FY 2026 earnings, focusing on AI server demand, FPGA attach, AMI, and guidance. Fri, 07 Aug 2026 14:34:49 GMT Brendan Burke Insight Semiconductors Cloud & Infrastructure AI infrastructure AMI data center FPGA Lattice Semiconductor LSCC Physical AI semiconductors Servers https://preview.erikbethke.com/insights/amd-q2-fy-2026-epyc-and-helios-fuel-the-next-ai-growth-phase/ https://preview.erikbethke.com/insights/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. Fri, 07 Aug 2026 14:01:15 GMT Brendan Burke Insight AI Platforms Semiconductors Intelligent Devices Cloud & Infrastructure AI AMD CPUs data center Earnings Epyc GPUs Helios Instinct ROCm semiconductors https://preview.erikbethke.com/insights/sk-hynixs-54-trillion-won-investment-a-bold-move-for-ai-memory-dominance/ https://preview.erikbethke.com/insights/sk-hynixs-54-trillion-won-investment-a-bold-move-for-ai-memory-dominance/ SK Hynix announces a massive 54 trillion won investment in AI memory production facilities, positioning itself at the center of the data intelligence supercycle as enterprise AI spending accelerates globally. Fri, 07 Aug 2026 12:17:46 GMT Insight AI Platforms Semiconductors Data Intelligence AI data intelligence enterprise technology Infrastructure semiconductors