Tag: AMD

HPE’s GX5000 Delivers 40% Denser AI Supercomputing With AMD EPYC
July 29, 2026

HPE’s GX5000 Delivers 40% Denser AI Supercomputing With AMD EPYC

Alastair Cooke, analyst at Futurum, shares insights on HPE's Cray Supercomputing GX5000, a 6th Gen AMD EPYC-powered system claiming 40% higher core density than rivals, and what it means for...
Synopsys, Cadence, and Siemens Take Agentic Chip Design Autonomous at DAC
July 29, 2026

Synopsys, Cadence, and Siemens Take Agentic Chip Design Autonomous at DAC

Brendan Burke, Research Director at Futurum, examines how NVIDIA and AMD are driving agentic chip design at DAC 2026 through collaborations with Synopsys, Cadence, and Siemens spanning models, physics libraries,...
AMD Advancing AI 2026: Does AMD Now Build the World’s Best CPUs and GPUs?
July 28, 2026

AMD Advancing AI 2026: Does AMD Now Build the World’s Best CPUs and GPUs?

Brendan Burke, Research Director at Futurum, shares his insights on AMD Advancing AI 2026, where Lisa Su declared Helios the world’s best AI rack and best data center CPU and...
AMD Helios Reaches Parity with Vera Rubin NVL72: Can Open Standards Outflank NVIDIA?
July 24, 2026

AMD Helios Reaches Parity with Vera Rubin NVL72: Can Open Standards Outflank NVIDIA?

Brendan Burke, Research Director at Futurum, examines AMD's Helios launch and whether spec advantages over Vera Rubin NVL72 and a bet on open standards can convert into data center share....
AMD Q1 FY 2026 Data Center Momentum Builds as AI Deployments Scale
May 7, 2026

AMD Q1 FY 2026: Data Center Momentum Builds as AI Deployments Scale

Brendan Burke, Research Director at Futurum, analyzes AMD’s Q1 FY 2026 earnings, focusing on data center-driven growth, expanding server CPU demand tied to agentic AI, and second-half execution factors around...
Lattice's $1.65B AMI Acquisition Doubles the Value of Neutral XPU Control to the AI Factory
May 6, 2026

Lattice’s $1.65B AMI Acquisition Doubles the Value of Neutral XPU Control to the AI Factory

Brendan Burke, Research Director at Futurum, shares insights on the Lattice AMI acquisition, a $1.65 billion bet on controlling the full stack of AI data center management and security, positioning...
Can AMD’s Edge Silicon Scale to the Trillion Dollar Orbital Opportunity?
May 1, 2026

Can AMD’s Edge Silicon Scale to the Trillion Dollar Orbital Opportunity?

Brendan Burke, Research Director at Futurum, examines AMD CTO Mark Papermaster's vision for extending the company's edge AI playbook into orbital computing, targeting a $1 trillion addressable market by 2030....
Will Ecolab's $4.75B CoolIT Systems Bet Define the Future of GPU Liquid Cooling?
April 1, 2026

Will Ecolab’s $4.75B CoolIT Systems Bet Define the Future of GPU Liquid Cooling?

Alex Smith and Brendan Burke share their insights on how Ecolab's $4.75 billion acquisition of CoolIT is a cross-industry move that reshapes the competitive landscape for data center liquid cooling....
Can AMD Strengthen Both Logic and Memory Supply Chains with Samsung?
March 30, 2026

Can AMD Strengthen Both Logic and Memory Supply Chains With Samsung?

Brendan Burke, Research Director at Futurum, examines Samsung and AMD’s AI memory collaboration, focusing on HBM4 supply, DDR5 integration, and how memory constraints are shaping next-generation AI infrastructure....
Can Micron’s Modular Memory Upgrade Help NVIDIA’s CPUs Outperform
March 4, 2026

Can Micron’s Modular Memory Upgrade Help NVIDIA’s CPUs Outperform?

Brendan Burke, Research Director at Futurum Research, analyzes Micron's 256GB SOCAMM2 module and its role in NVIDIA's Vera Rubin AI platform, as AMD and Qualcomm explore SOCAMM adoption for agentic...
Will Meta’s Customization of AMD GPUs Empower Personal Agents
February 26, 2026

Will Meta’s Customization of AMD GPUs Empower Personal Agents?

Brendan Burke, Research Director at Futurum, analyzes Meta's 6-gigawatt AMD deal, its custom MI450 inference GPU, performance-based equity warrant, and what it means for GPU duopoly economics....
Arista Networks Q4 FY 2025 Revenue Beat on AI Ethernet Momentum
February 16, 2026

Arista Networks Q4 FY 2025: Revenue Beat on AI Ethernet Momentum

Futurum Research analyzes Arista’s Q4 FY 2025 results, highlighting AI Ethernet adoption across model builders and cloud titans, growing DCI/7800 spine roles, AMD-driven open networking wins, and a Q1 guide...

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Benjamin Brown

VP, Custom Research · The Futurum Group

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