Tag: accelerated computing

Five Layers of the AI Cake
May 4, 2026

Five Layers of the AI Cake

In our latest Market Brief, Five Layers of the AI Cake, completed in partnership with NVIDIA, Futurum Research examines AI as a five-layer infrastructure stack and explores what policymakers, investors,...
NVIDIA Bolsters AI/HPC Ecosystem with Nemotron 3 Models and SchedMD Buy
December 16, 2025

NVIDIA Bolsters AI/HPC Ecosystem with Nemotron 3 Models and SchedMD Buy

Nick Patience, AI Platforms Practice Lead at Futurum, shares his insights on NVIDIA's release of its Nemotron 3 family of open-source models and the acquisition of SchedMD, the developer of...
NVIDIA Deepens Synopsys Ties to Advance Accelerated Engineering
December 5, 2025

NVIDIA Deepens Synopsys Ties to Advance Accelerated Engineering

Futurum Research examines how the expanded NVIDIA Synopsys partnership leverages accelerated computing, agentic AI, and digital twins to transform engineering and design workflows....
NVIDIA Q2 FY 2026 Earnings: Networking Steals the Spotlight and Q3 Ramp Will Be Key To Watch
August 28, 2025

NVIDIA Q2 FY 2026 Earnings: Networking Steals the Spotlight and Q3 Ramp Will Be Key To Watch

Futurum’s Ray Wang and Daniel Newman examine NVIDIA’s Q2 FY 2026 earnings, highlighting strong Blackwell adoption, record networking revenue, and accelerating AI demand across data center, gaming, and professional visualization....
Infrastructure Silicon for Accelerated Computing - Six Five Insider at Marvell Industry Analyst Day 2023
December 15, 2023

Infrastructure Silicon for Accelerated Computing – Six Five Insider at Marvell Industry Analyst Day 2023

On this episode of The Six Five – Insider hosts Daniel Newman and Patrick Moorhead welcome Marvell’s Chris Koopmans for a conversation on the growing performance demands of AI and...
Marvell Industry Analyst Day 2023: Accelerated Computing Takes Off
December 8, 2023

Marvell Industry Analyst Day 2023: Accelerated Computing Takes Off

The Futurum Group’s Ron Westfall believes Marvell is solidly positioned to drive infrastructure silicon innovation for accelerated computing throughout 2024 and beyond, especially as the advanced computing opportunity expands during...

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If any of this is useful, I would love to talk.

Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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