Opinion
Editorial commentary and POV from Futurum Advisory analysts.
Apple Was the Target. Intel May Be the Casualty
Microsoft and NVIDIA do not usually coordinate their social feeds for fun. So when the two companies posted matching teasers on May 29 promising “a new era of PC,” complete with map coordinates pointing at a venue in Taipei, the timing was not subtle. Computex opens June 2, Jensen Huang has a keynote, and the […]
Alan Shimel · Jun 1, 2026 · 6 min
NVIDIA Is Evolving From GPU Vendor to Datacenter Architect
NVLink Fusion addresses enterprise demand for flexibility. NVIDIA is evolving from GPU vendor to data center architect.
Brendan Burke · May 14, 2026 · 1 min
The XPU Market Reached $31B in 2025 — and Why That’s Just the Start
The XPU market reached $31 billion in 2025. Third-party custom silicon design could double by 2028 as enterprises diversify beyond GPUs.
Brendan Burke · May 14, 2026 · 1 min
Intelligence Belongs Where the Data Is — Not in a Datacenter
Intelligence must live wherever data is generated. The convergence of space-based compute and terrestrial AI infrastructure is no longer science fiction.
Brendan Burke · May 14, 2026 · 1 min
Why 2026 Is the Breakout Year for XPU Adoption
2026 will be a breakout year for XPU adoption by AI leaders. Specialized processors help meet insatiable demand while managing fast-growing capital expenditures.
Brendan Burke · May 14, 2026 · 1 min