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Trending Technologies
3nm9 EUV9 GPU8 Vera Rubin platform4 AI4 AI chips4 Rubin Ultra3 HBM3 AI chip2 AI data center2 HBM3E2 AI servers2
2026-08-28
SiFive BigSky Ships the First RISC-V Server. Is the GPU Head Node the Prize? - The Futurum Group
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futurumgroup.com 2026-08-28
2026-08-28
NVIDIA Nears $12.9B Deal for Hugging Face, Escalating AI Ecosystem Strategy - The Futurum Group
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futurumgroup.com 2026-08-28
2026-08-21
Micron Research Labs: Can $1 Billion a Year Out-Research Samsung and SK hynix? - The Futurum Group
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futurumgroup.com 2026-08-21
2026-08-21
FPT Courts Toyota Tsusho in Southeast Asia Semiconductor Bid - The Futurum Group
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futurumgroup.com 2026-08-21
2026-08-20
NVIDIA’s Credit Support Buys Exclusivity at OpenAI’s Ohio Data Center - The Futurum Group
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news.google.com 2026-08-20
2026-08-17
Applied Materials Q3 FY 2026: Advanced Packaging and DRAM Accelerate Growth - The Futurum Group
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futurumgroup.com 2026-08-17
2026-08-12
Is the NVIDIA DSX Reference Design the Real Collateral for $500B in Financing? - The Futurum Group
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futurumgroup.com 2026-08-12
NVIDIA recently announced memorandums of understanding with six major capital allocators—Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR—to establish independent compute financing platforms aimed at mobilizing over $500 billion in third-party capital for AI infrastructure. This mov
NVIDIAAI InfrastructureFinancing PlatformDSX Reference DesignGPU CollateralArtificial Intelligence ComputingData CenterCapital Operations
2026-08-12
Who Decides Which Model Runs? NVIDIA Would Like a Say - The Futurum Group
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futurumgroup.com 2026-08-12
NVIDIA has unveiled two key AI products—Nemotron 3.5 Lightning and NeMo Switchyard—aimed at optimizing model selection and execution in agentic workflows. Nemotron 3.5 Lightning, a 30-billion-parameter open MoE model, is designed for high-volume, repetitive tasks, delivering up to four times the thr
NVIDIAAI ModelsHybrid ArchitectureModel RoutingMixture-of-Experts30B ParametersJetsonDGX
2026-08-08
NVIDIA AI Storage Goes Open at FMS 2026. Is Open Source the New Moat? - The Futurum Group
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news.google.com 2026-08-08
2026-08-08
Samsung zHBM Stacks Memory on the GPU. Has HBM Run Out of Beachfront? - futurumgroup.com
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news.google.com 2026-08-08
2026-08-08
Lattice Semiconductor Q2 FY 2026: AMI Acquisition Pulls $1 Billion Revenue Rate Up to Q3 2026 - The Futurum Group
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news.google.com 2026-08-08
2026-08-03
Teradyne Q2 FY 2026 Doubles Semiconductor Test Revenue on AI Compute and Memory Demand - The Futurum Group
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futurumgroup.com 2026-08-03
2026-08-03
Qualcomm Q3 FY 2026: Automotive Growth Offsets Handset Weakness - The Futurum Group
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futurumgroup.com 2026-08-03
2026-07-29
Synopsys, Cadence, and Siemens Take Agentic Chip Design Autonomous at DAC - The Futurum Group
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futurumgroup.com 2026-07-29
2026-07-29
Cadence Q2 FY 2026 Earnings Climb on Agentic AI and Record Backlog - The Futurum Group
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futurumgroup.com 2026-07-29
2026-07-24
Texas Instruments Q2 FY 2026 Earnings Climb on Broad-based Analog Growth - The Futurum Group
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futurumgroup.com 2026-07-24
Texas Instruments (TI) delivered robust Q2 FY2026 results, with revenue reaching $5.46 billion, up 23% YoY and 13% sequentially. Growth was broad-based, driven by industrial, data center, and automotive segments. Industrial revenue rose ~30% YoY, while data center revenue nearly doubled. The company
Texas InstrumentsAnalog ChipsIndustrial DemandData CenterAutomotive ElectronicsRevenue GrowthGross Margin ImprovementPrice Increase
2026-07-22
NVIDIA Aims Vera Rubin at Agentic Post-Training With Proven CoreWeave Results - The Futurum Group
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futurumgroup.com 2026-07-22
2026-07-16
Will Intel Foundry’s High-NA EUV Lead Compound Into a 14A Advantage? - The Futurum Group
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futurumgroup.com 2026-07-16
2026-07-16
Cadence AuraStack Extends Agentic Leadership Toward Advanced Packaging Design - The Futurum Group
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futurumgroup.com 2026-07-16
2026-07-11
Will SK Hynix’s Record $26.5bn ADR Issuance Help Close Its Capex Intensity Gap? - The Futurum Group
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futurumgroup.com 2026-07-11