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Could AMD Quarterly Sales Top Intel for First Time in Q4?
FEATURED STORY
AI INFRASTRUCTURE·AI SILICON

Could AMD Quarterly Sales Top Intel for First Time in Q4?

Intel and AMD have both announced Q3 sales figures and with it projected fourth quarter sales, and it looks like AMD is set to make history and outsell Intel for the first time. AMD projects fourth-quarter revenue of $17 billion, plus or minus 3%. By contrast, Intel has forecast revenue between $15 billion and $16 […]

Andy Patrizio·Nov 4, 2026·2 min read
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SOX INDEX7,833▲ +0.40% today
GLOBAL SEMI REVENUE (2025)$697B▲ +12.4% YoY
XPU MARKET (2025)$31B▲ Futurum Research
TSMC LEADING NODE YIELD2nmMass production 2026
Feds Commit $389 Million to Power Chips and Critical Materials
●  FEATURED RESEARCH

Feds Commit $389 Million to Power Chips and Critical Materials

The U.S. Department of Commerce plans to provide up to $389 million in research and development funding to four companies developing power semiconductors and critical materials, targeting applications ranging from commercial fusion energy to artificial intelligence data centers. The awards are intended to strengthen domestic semiconductor manufacturing capabilities, improve energy efficiency, and reduce reliance on […]

Andy Patrizio · Oct 26, 2026 · 2 min
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AI SILICONSpaceX, Tesla Target 2028 for Terafab Chip Production

SpaceX, Tesla Target 2028 for Terafab Chip Production

Tesla and SpaceX — two Elon Musk companies in the process of merging — are targeting the third quarter of 2028 to begin volume semiconductor production at Terafab, their planned massive chip manufacturing complex in Texas. Musk made the comments on the quarterly SpaceX earnings call. He said the project could begin producing chips at […]

Andy Patrizio · Oct 26, 2026 · 2 min
FAB & EQUIPMENTTSMC Seeks to Reduce Rare-Earth Dependance From China

TSMC Seeks to Reduce Rare-Earth Dependance From China

Taiwan Semiconductor Manufacturing Co. (TSMC), the world’s largest chip fabrication company, is looking for alternatives to rare-earth minerals used in its factory equipment as it seeks to reduce the risk of production disruptions caused by China’s export controls. According to a Reuters report, TSMC has questioned equipment suppliers about using motors that do not rely […]

Andy Patrizio · Oct 26, 2026 · 2 min
AI INFRASTRUCTURECan AMD EPYC Extend Its Lead Over Vera and Xeon in the Agentic Data Center?

Google Introduces Open Coral NPU Standard for Low-Power

Google Research has completed the 32-bit processor architecture for its open-source Coral neural processing unit (NPU) platform, released a version 1.0 compiler foundation and announced new commercial silicon from Synaptics. Coral is targeted at energy-efficient AI in wearables, industrial sensors and robotics. The platform is intended to address fragmentation in the edge AI market, where […]

Andy Patrizio · Oct 21, 2026 · 2 min
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Brendan Burke

Research Director, Semiconductors

Leads Futurum's Semiconductors Practice covering edge AI, generative AI, and hyperscale silicon architectures.

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Nick Patience

VP & Practice Lead, AI Platforms

25+ years covering AI and enterprise software. Co-founded 451 Research. London-based analyst covering AI platforms and infrastructure.

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Olivier Blanchard

Research Director, Intelligent Devices

Covers intelligent devices, edge AI, sustainability, and the convergence of silicon and software at the edge.

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Keith Kirkpatrick

VP & Research Director, Enterprise Software

Covers enterprise applications, digital workflows, and the intersection of AI with enterprise software strategies.

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Deep Analysis

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01
MEMORY & STORAGE

Quantum Computing Will Break AI’s Science Barrier and Open a $1.5 Trillion Addressable Market by 2040

The scientific barriers quantum will break, the TAM each one opens, and the use cases AMD, AWS, Google, IBM, IonQ, Microsoft, and NVIDIA are targeting.

admin-perplexity·Oct 30, 2026·10 min
02
ANALYSIS

Oracle Makes the Supercluster Multi-Silicon at AI World 2026

Oracle expands NVIDIA Vera Rubin and adds Google TPUs, Cerebras, SambaNova, and Intel Diamond Rapids to OCI’s multi-silicon supercluster.

admin-perplexity·Oct 29, 2026·6 min
03
AI SILICON

Enterprises Embrace Open Weights but Infrastructure Sellers Profit Most

Futurum data show open-weight models now carry a third of production AI tokens, with Google, Microsoft, and NVIDIA capturing most of the gains.

admin-perplexity·Oct 28, 2026·9 min
04
ANALYSIS

NVIDIA’s 104-Qubit JUPITER Simulation Makes GPU Supercomputers the Design Platform for Fault-Tolerant Quantum

NVIDIA and Jülich run a record 104-qubit fault-tolerant quantum simulation on JUPITER, validating magic state cultivation with 90% fewer physical qubits.

admin-perplexity·Oct 22, 2026·6 min

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FEATURED EVENT
MAY27
WEBINAR

Beyond Embedded: RISC-V in the Performance CPU Segment

SiFive’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.

Speakers: SiFive systems architects
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JUN4
WEBINAR

From Experimentation to Production: Why Inference Is the Defining Layer of AI

CoreWeave-sponsored webinar examining why operationalizing AI inference at scale — not training new models — is the real challenge facing enterprises in 2026.

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MAY1
WEBINAR

Breaking the Wall: How CharacterAI Scaled AI Inference to Millions with AMD and DigitalOcean

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.

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MAY20
WEBINAR

Bare Metal at AI Speed

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.

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MAY27
WEBINAR

Beyond Embedded! RISC-V in the Performance CPU segment

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

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MAY27
WEBINAR

The AI Reality Check – Operationalizing for Business Value

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.

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JUN4
WEBINAR

From Experimentation to Production: Why Inference Is the Defining Layer of AI

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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