$QCOM is rising on its datacenter business as the agentic boom is going to lead to big revisions up for CPUs, networking, accelerators etc. But it’s hard to ignore that Qualcomm stands to benefit from the Muse, Grok Bot, Instinct lift off too. Agentic devices will get a boost and it becomes another growth lever for the company regardless of which application wins the on-device agentic pivot. 👀

Some of our best recent hires have been found here on X. So I’m going back to the well here. We are hiring Tech Analysts at Futurum. Looking for AI-pilled, tech-obsessed, data-loving, social media crazed analysts across Semiconductors, Infrastructure, Cyber, Developer/DevOps, and broadly across the AI sphere. Analysts that join us will be part of a team that works closely with the largest technology vendors, financial services firms, and enterprise users in the world. The work will include (but not limited to) -Product Research -Market Modeling -Testing and Validation -Evaluations and Assessments -Attending Vendor Events -Public speaking (TV, Podcasts, Radio) -Sharing your views on X -Lots of other fun stuff We are fast growing firm that is building technology, modeling important markets, providing market education, and we are always innovating across our businesses that include @TheFuturumGroup, @FuturumEquities, @ETRnews, @TechFieldDay, @TechstrongTV, @VisibleImpactUS, @TheSixFiveMedia, and @Signal_65 Experience from various backgrounds will be considered. Entrepreneurial, highly motivated, intellectually curious, and overly opinionated (with work to back it up) will receive highest consideration. Reply below or email website@futurumgroup.com and feel free to pass along or share with your AI-pilled super smart friends that may be perfect for this gig.

When it comes to "Pacing AI," we have heard from the frontier labs, infrastructure companies, and politicians. But what about the enterprises adopting it? Our team @ETRnews interviewed 50 large-enterprise tech buyers, and nearly all want to see AI slow down, but not for the reasons you may think. Only 20% believe the slowdown has anything to do with safety while 40% want to see independent evaluators setting the base. Bottom line, enterprise can't keep up with the rate of change, and they largely don't trust the labs to keep their AI deployments safe. When Dario said we are only utilizing 5-10% of the power of current models, the enterprises tend to agree. And while the frontier is solving complicated math and science, the everyday use of AI for business workflows is still catching up.

Jensen’s walk and talk… “If you aren’t confident that what you are releasing is safe, then don’t release it.” Run as fast as you can, unless you can’t get it right, then don’t release it. No new rules or regulations are required. Common sense. ✅🙏🏻

Another week, another launch. Announcing the Futurum Intelligence API & MCP Connector! The real AI risk to any industry is thinking the same way we used to do things will continue to make sense in an era of almost infinite intelligence. We have been full steam ahead to meet the AI moment, and our next big launch is here today with the release of our Futurum Intelligence API & MCP connector. Essentially, we bring our entire catalog of data, research, insights, and media to you. Your workflow in Claude, Copilot, ChatGPT, or Gemini. More than 10 million proprietary data points across our catalog of market models, buyer intent, decision making, and research accessible to you in your workflow with zero friction. I couldn't be prouder of our team and the work that has been put in to build this novel capability for our clients across the vendor landscape, end users, and financial services firms. The future of how market intelligence and technology research is consumed has arrived and I'm so excited that Futurum was able to be one of the first to make it widely available to our customers.

$QCOM to see as much as $60 Billion in custom networking and inference chips in a deal with $AMZN. We have long said Qualcomm can be a massive beneficiary of its data center expansion and this deal alone completely changed the calculus for Qualcomm.

$IONQ investor day raising its revenue guidance above $100 million per quarter following SkyWater acquisition. 10-15x above the majority of its competitors as its vertical integration strategy scales. 👀