Independent global research on the AI infrastructure stack.
Bottom-up. Industry-rooted. AI-native.
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Fully integrated, bottom-up view of the AI supply chain
A single integrated team tracking every MW of AI-related capacity through the value chain: data center capex, server spending, GPU, ASIC, CPU and networking revenues, CoWoS, Logic and memory, down to wafer starts and the WFE required to support deployment. Our investment insights are grounded in unit economics and physical throughput, not top-down extrapolation.
Proprietary insights from the Futurum Group network
A single integrated team tracking every MW of AI-related capacity through the value chain: data center capex, server spending, GPU, ASIC, CPU and networking revenues, CoWoS, Logic and memory, down to wafer starts and the WFE required to support deployment. Our investment insights are grounded in unit economics and physical throughput, not top-down extrapolation.
AI-native by design
Read research, query models, and stress-test assumptions on the Futurum Intelligence platform. Secure MCP access for real-time integration into your agentic workflows under development.
Equities Research
Latest Research Reports
Research: Semiconductors & Infrastructure
Rolf Bulk, Head of Semiconductors & Infrastructure | June 11, 2026
Semicap Equipment: From gigawatts to tools: AI's $400B build-out
Research: Semiconductors & Infrastructure
Rolf Bulk, Head of Semiconductors & Infrastructure | June 3, 2026
Broadcom 2FQ26: Cautious AI guide; material upside for FY27. Buy, $700
Research: Semiconductors & Infrastructure
Rolf Bulk, Head of Semiconductors & Infrastructure | June 2, 2026
GTC Taipei & Computex: Our top 5 take-aways
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