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.
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Latest Research Reports
Research: Semiconductors & Infrastructure
Rolf Bulk, Head of Semiconductors & Infrastructure | May 29, 2026
Datacenter CPUs: $200B and counting. AMD Cleanest beneficiary
Research: Semiconductors & Infrastructure
Rolf Bulk, Head of Semiconductors & Infrastructure | May 20, 2026
Nvidia 1Q26: Growth accelerative on Neocloud, CPU ramps: Buy $345
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