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2026-09-16
Micron Hires a 37-Year EDA Veteran to Run Its $10 Billion Memory Lab. What Does That Say About Where Memory Scaling Goes Next? - The Futurum Group
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futurumgroup.com 2026-09-16
2026-09-15
What Qualcomm’s Focus at IFA Berlin Signals About the Company’s Intelligent Edge Strategy - The Futurum Group
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futurumgroup.com 2026-09-15
2026-09-15
d-Matrix Joins NVLink Fusion. Is It NVIDIA’s Hedge on Groq? - The Futurum Group
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futurumgroup.com 2026-09-15
2026-09-14
NVIDIA Groq 3 LPX’s Promise of World’s Fastest Inference Enters Full Production - The Futurum Group
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futurumgroup.com 2026-09-14
2026-09-14
NVIDIA and SpaceXAI Link Grok Expansion With Orbital Computing - The Futurum Group
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futurumgroup.com 2026-09-14
2026-09-09
Qualcomm Lands $60 Billion Custom Silicon and 1.6T Optics Deal with AWS, Backed by a $4 Billion Warrant - The Futurum Group
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futurumgroup.com 2026-09-09
2026-08-31
Rapidus' IIM-1 Fab Construction is Completed. Will Cadence Make It the First Agentic Foundry? - The Futurum Group
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news.google.com 2026-08-31
2026-08-31
NVIDIA Q2 FY 2027: AI Infrastructure Demand Extends Into FY 2028 - The Futurum Group
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news.google.com 2026-08-31
2026-08-31
Synopsys Q3 FY 2026: AI Design Demand Drives EDA Growth - The Futurum Group
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news.google.com 2026-08-31
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
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