The U.S. Federal Communications Commission (FCC) has granted Intel a one-year waiver allowing the chipmaker to continue maintaining and modifying certain foreign-made robotic vehicles used in its domestic semiconductor manufacturing facilities. The decision is intended to prevent disruptions to U.S. chip production while the government restricts the use of certain foreign-produced robots over national security […]
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Taiwan plans to impose tougher restrictions on exports of AI chips and servers to China, a move that would make illegal shipments of the technology a criminal offense under Taiwanese law. The proposed rules would bring Taiwan’s export policies closer to those of the U.S., which has restricted exports of advanced AI processors to China […]
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Intel has announced a broad push to optimize its data center infrastructure for agentic AI, pairing new Xeon-based rack designs with its GPU D-series and a software strategy intended to tie CPUs, GPUs, and open models into a single deployment path. The announcements came at the Open Compute Project (OCP) Global Summit. The company’s main […]
The U.S. Department of War is offering advanced chip materials firm Wolfspeed up to $1.5 billion in long-term financing to strengthen domestic production of advanced power semiconductors and develop chips for defense and national security applications. The company says it plans to use the financing to upgrade its GaN epitaxy capabilities for next-generation communications infrastructure […]
Microsoft is preparing to release a new generation of its Azure Maia custom AI accelerator to multi-gigawatt deployments beginning in 2027, positioning its in-house silicon as the primary inference platform for the company’s products and services. Microsoft already has the Maia 200 available in Azure and has just announced the third generation of the custom […]
Leads Futurum's Semiconductors Practice covering edge AI, generative AI, and hyperscale silicon architectures.
25+ years covering AI and enterprise software. Co-founded 451 Research. London-based analyst covering AI platforms and infrastructure.
Covers intelligent devices, edge AI, sustainability, and the convergence of silicon and software at the edge.
Covers enterprise applications, digital workflows, and the intersection of AI with enterprise software strategies.
NVIDIA and Jülich run a record 104-qubit fault-tolerant quantum simulation on JUPITER, validating magic state cultivation with 90% fewer physical qubits.
Teradyne Q2 FY 2026 earnings report 126% year over year growth in Semiconductor Test revenue, with Q3 revenue guidance well above expectations.
Salesforce’s Koa runs on open NVIDIA tech, but its defensible edge is the CRM training data behind the model, not the model itself.
Microsoft Sovereign Cloud adds Foundry Local, Sovereign Control Panel, and partner options. Futurum assesses what it means for control and jurisdiction.
Institutional-grade research, proprietary data, and analyst access — reserved for premium subscribers
Proprietary capacity projections for TSMC's advanced packaging, including customer allocation estimates and pricing trajectory analysis.
PREMIUM ONLYQuarterly market share data for AI training and inference chips across cloud hyperscalers, enterprise, and edge deployments.
PREMIUM ONLYA 40-page report covering chiplet architectures, advanced packaging technologies, and the companies positioned to dominate the next era of semiconductor manufacturing.
PREMIUM ONLYSiFive’s IP vendor perspective on RISC-V expanding beyond embedded into the Performance CPU segment — including the P550 family, the RVA23 profile, and out-of-order CPU IP for AI workloads.
CoreWeave-sponsored webinar examining why operationalizing AI inference at scale — not training new models — is the real challenge facing enterprises in 2026.
Watch On-Demand →On-demand webinar with CharacterAI’s Chief Architect on how AMD MI325X accelerators with 256GB HBM and DigitalOcean enabled production-scale inference on half the hardware.
Watch On-Demand →RackN webinar on building AI infrastructure automation for bare metal at scale — covering operator challenges and high-speed, large-scale bare metal management with AIOps.
Watch On-Demand →RISC-V is commonly seen as an ISA for embedded products; for smaller devices that require low power consumption but aren’t very complex and can tolerate lower performance. SiFive, a leading RISC-V IP vendor, is proving that incorrect with its Performance family of products. They recently launched the latest product in the series, the P550, that supports the RVA23 profile: a crucial enabler for SW developers and the industry as a whole. In this webinar, we discuss how SiFive has been able to deli
Watch On-Demand →There has never been a megatrend as transformative as AI. 2023 unlocked new possibilities, 2024 brought new proof of concepts and 2025 was the year to prove the ROI and business value generation of AI. 2026 is the year of the AI reality check and organizations that successfully operationalize AI to drive concrete efficiency and measurable impact will be the ultimate winners.
Watch On-Demand →As AI adoption accelerates, organizations are discovering that the real challenge is no longer building models—it’s running them reliably at scale. This webinar explores the growing “production AI gap,” where promising prototypes fail to translate into consistent, real-world outcomes. Attendees will gain a clearer understanding of why inference—not training—is becoming the defining layer of AI, and what it takes to operationalize AI systems in environments shaped by unpredictable demand, latency
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