Analysis
Deep analysis from the Futurum Advisory analyst team — earnings, M&A, market dynamics, and roadmap signals.
Nokia’s AI-RAN Platform Puts a Number on the Software-Defined RAN Bet
Nokia and NVIDIA launch an AI-RAN platform targeting 2x spectral efficiency by 2028 — here’s how the claims compare with what’s shipping today.
Nick Patience · Jul 16, 2026 · 7 min
Intel Pours €5 Billion into Ireland to Feed the Xeon Surge
Intel Xeon expansion gets €5 billion boost as Intel invests heavily in Ireland fab capacity for next-generation CPUs with EUV-compatible capacity.
Brendan Burke · Jul 15, 2026 · 7 min
FOXTRON’s Adoption of Dimensity AX C-X1 Validates MediaTek’s Automotive Ambitions
FOXTRON’s adoption of Dimensity AX C-X1 highlights MediaTek’s push into AI-defined vehicles through integrated AI, connectivity, and cockpit platforms.
Olivier Blanchard · Jul 14, 2026 · 6 min
Will SK Hynix’s Record $26.5bn ADR Issuance Help Close Its Capex Intensity Gap?
SK Hynix’s $26.5bn ADR raise targets a capex intensity gap. Can the memory leader spend fast enough to take technical leadership across memory and storage?
Brendan Burke · Jul 13, 2026 · 7 min
Micron’s $250B U.S. Investment Finds Its Edge on Korea’s Memory Juggernaut
Micron’s $250B U.S. investment out-positions Korea’s bigger memory bet, securing critical AI chip supply chains and aligning with customer needs.
Brendan Burke · Jul 13, 2026 · 8 min
How NVIDIA is Building a Critical Safety Layer for Physical AI
NVIDIA Halos for Robotics combines compute, software, inspection, and certification into a unified safety architecture for physical AI.
Olivier Blanchard · Jul 8, 2026 · 6 min
Can ASUS Bring Data-Center-Class AI Infrastructure to the Deskside?
ASUS ExpertCenter Pro ET900N G3 pairs NVIDIA DGX Station GB300 architecture with 748GB memory and 20 PFLOPS for AI development.
Olivier Blanchard · Jul 8, 2026 · 6 min
NVIDIA DSX Promises More Revenue per Gigawatt. Who Actually Captures It?
NVIDIA DSX promises more revenue per gigawatt through efficiency gains with a new revenue sharing model that expands NVIDIA’s role in the AI buildout.
Brendan Burke · Jul 7, 2026 · 7 min
Infineon’s €5 Billion Dresden Fab Reshapes the Global Power Semiconductor Supply Chain
Infineon’s Dresden Fab reshapes global power semiconductor supply chain with €5 billion investment.
Brendan Burke · Jul 7, 2026 · 8 min
Qualcomm’s Snapdragon Reality Elite Ups the Stakes for Spatial AI
Qualcomm’s Snapdragon Reality Elite advances spatial AI with on-device processing, maintaining the lead in the mixed reality platform race.
Olivier Blanchard · Jul 7, 2026 · 9 min
NVIDIA Jetson in Lunar Orbit Signals Commercial GPUs Are Ready for Spaceflight
Commercial GPUs are ready for spaceflight as NVIDIA Jetson readies for lunar orbit on Firefly’s Blue Ghost Mission 2.
Brendan Burke · Jul 2, 2026 · 6 min
Applied Materials’ Master Class Schools Memory Makers on Logic-Class Fabrication
Advanced packaging systems from Applied Materials enable AI-scale logic-memory convergence with laser process control.
Brendan Burke · Jul 1, 2026 · 8 min
Qualcomm’s Data Center Reentry at Investor Day 2026 Arrives Just in Time for the Inference Decode Prize
Qualcomm data center return targets decode-heavy inference, where power efficiency, not raw CPU performance, decides the winner.
Olivier Blanchard · Jun 30, 2026 · 14 min
Qualcomm’s Investor Day 2026: Agentic and AI Inference To Drive 2x Revenue Growth by 2030
Qualcomm’s strategy to combine its expanding agentic edge ecosystem with its data center inference opportunity could double its revenue by 2030.
Brendan Burke · Jun 30, 2026 · 9 min
Look Past IBM’s 0.7nm Label: Nanostack Architecture Is the Real Breakthrough
IBM’s nanostack architecture represents the real breakthrough in chip technology, delivering 50% more performance and 70% greater energy efficiency.
Brendan Burke · Jun 29, 2026 · 10 min
Will Intel 18A-P Risk Production Bring External Foundry Customers Through the Door?
Intel 18A-P enters risk production with 9% performance boost and new Power Boost transistor, positioning Intel Foundry to attract external customers.
Brendan Burke · Jun 29, 2026 · 6 min
Jalapeño in Nine Months: Did AI Just Break Chip Design Timelines?
OpenAI and Broadcom shattered chip design timelines with Jalapeño, completing a nine-month tape-out using AI acceleration.
Brendan Burke · Jun 29, 2026 · 7 min
AWS Summit NY 2026: Is AI Infrastructure AWS’s Real Agentic Moat?
At AWS Summit New York 2026, AWS AI infrastructure — G7 Blackwell GPUs, QuEra quantum, AMD Outposts, and RGN networking — anchors its agentic push.
Brendan Burke · Jun 25, 2026 · 7 min
Will a U.S. Quantum Foundry Leverage $4.6 Billion in New Capital to Become the Next TSMC?
With $4.6B in new capital, is a U.S. Quantum Foundry set to become the next TSMC? Learn how recent investments are reshaping quantum manufacturing.
Brendan Burke · Jun 24, 2026 · 10 min
Can AMD and Rackspace Scale Sovereign AI Inference?
AMD and Rackspace’s partnership deploys 30 MW AI compute capacity for regulated enterprise environments starting late 2026.
Brendan Burke · Jun 23, 2026 · 5 min